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32 commits

Author SHA1 Message Date
Dotta
b9a80dcf22
feat: implement multi-user access and invite flows (#3784)
## Thinking Path

> - Paperclip is the control plane for autonomous AI companies.
> - V1 needs to stay local-first while also supporting shared,
authenticated deployments.
> - Human operators need real identities, company membership, invite
flows, profile surfaces, and company-scoped access controls.
> - Agents and operators also need the existing issue, inbox, workspace,
approval, and plugin flows to keep working under those authenticated
boundaries.
> - This branch accumulated the multi-user implementation, follow-up QA
fixes, workspace/runtime refinements, invite UX improvements,
release-branch conflict resolution, and review hardening.
> - This pull request consolidates that branch onto the current `master`
branch as a single reviewable PR.
> - The benefit is a complete multi-user implementation path with tests
and docs carried forward without dropping existing branch work.

## What Changed

- Added authenticated human-user access surfaces: auth/session routes,
company user directory, profile settings, company access/member
management, join requests, and invite management.
- Added invite creation, invite landing, onboarding, logo/branding,
invite grants, deduped join requests, and authenticated multi-user E2E
coverage.
- Tightened company-scoped and instance-admin authorization across
board, plugin, adapter, access, issue, and workspace routes.
- Added profile-image URL validation hardening, avatar preservation on
name-only profile updates, and join-request uniqueness migration cleanup
for pending human requests.
- Added an atomic member role/status/grants update path so Company
Access saves no longer leave partially updated permissions.
- Improved issue chat, inbox, assignee identity rendering,
sidebar/account/company navigation, workspace routing, and execution
workspace reuse behavior for multi-user operation.
- Added and updated server/UI tests covering auth, invites, membership,
issue workspace inheritance, plugin authz, inbox/chat behavior, and
multi-user flows.
- Merged current `public-gh/master` into this branch, resolved all
conflicts, and verified no `pnpm-lock.yaml` change is included in this
PR diff.

## Verification

- `pnpm exec vitest run server/src/__tests__/issues-service.test.ts
ui/src/components/IssueChatThread.test.tsx ui/src/pages/Inbox.test.tsx`
- `pnpm run preflight:workspace-links && pnpm exec vitest run
server/src/__tests__/plugin-routes-authz.test.ts`
- `pnpm exec vitest run server/src/__tests__/plugin-routes-authz.test.ts
server/src/__tests__/workspace-runtime-service-authz.test.ts
server/src/__tests__/access-validators.test.ts`
- `pnpm exec vitest run
server/src/__tests__/authz-company-access.test.ts
server/src/__tests__/routines-routes.test.ts
server/src/__tests__/sidebar-preferences-routes.test.ts
server/src/__tests__/approval-routes-idempotency.test.ts
server/src/__tests__/openclaw-invite-prompt-route.test.ts
server/src/__tests__/agent-cross-tenant-authz-routes.test.ts
server/src/__tests__/routines-e2e.test.ts`
- `pnpm exec vitest run server/src/__tests__/auth-routes.test.ts
ui/src/pages/CompanyAccess.test.tsx`
- `pnpm --filter @paperclipai/shared typecheck && pnpm --filter
@paperclipai/db typecheck && pnpm --filter @paperclipai/server
typecheck`
- `pnpm --filter @paperclipai/shared typecheck && pnpm --filter
@paperclipai/server typecheck`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm db:generate`
- `npx playwright test --config tests/e2e/playwright.config.ts --list`
- Confirmed branch has no uncommitted changes and is `0` commits behind
`public-gh/master` before PR creation.
- Confirmed no `pnpm-lock.yaml` change is staged or present in the PR
diff.

## Risks

- High review surface area: this PR contains the accumulated multi-user
branch plus follow-up fixes, so reviewers should focus especially on
company-boundary enforcement and authenticated-vs-local deployment
behavior.
- UI behavior changed across invites, inbox, issue chat, access
settings, and sidebar navigation; no browser screenshots are included in
this branch-consolidation PR.
- Plugin install, upgrade, and lifecycle/config mutations now require
instance-admin access, which is intentional but may change expectations
for non-admin board users.
- A join-request dedupe migration rejects duplicate pending human
requests before creating unique indexes; deployments with unusual
historical duplicates should review the migration behavior.
- Company member role/status/grant saves now use a new combined
endpoint; older separate endpoints remain for compatibility.
- Full production build was not run locally in this heartbeat; CI should
cover the full matrix.

## Model Used

- OpenAI Codex coding agent, GPT-5-based model, CLI/tool-use
environment. Exact deployed model identifier and context window were not
exposed by the runtime.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

Note on screenshots: this is a branch-consolidation PR for an
already-developed multi-user branch, and no browser screenshots were
captured during this heartbeat.

---------

Co-authored-by: dotta <dotta@example.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-17 09:44:19 -05:00
Dotta
7f893ac4ec
[codex] Harden execution reliability and heartbeat tooling (#3679)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Reliable execution depends on heartbeat routing, issue lifecycle
semantics, telemetry, and a fast enough local verification loop to keep
regressions visible
> - The remaining commits on this branch were mostly server/runtime
correctness fixes plus test and documentation follow-ups in that area
> - Those changes are logically separate from the UI-focused
issue-detail and workspace/navigation branches even when they touch
overlapping issue APIs
> - This pull request groups the execution reliability, heartbeat,
telemetry, and tooling changes into one standalone branch
> - The benefit is a focused review of the control-plane correctness
work, including the follow-up fix that restored the implicit
comment-reopen helpers after branch splitting

## What Changed

- Hardened issue/heartbeat execution behavior, including self-review
stage skipping, deferred mention wakes during active execution, stranded
execution recovery, active-run scoping, assignee resolution, and
blocked-to-todo wake resumption
- Reduced noisy polling/logging overhead by trimming issue run payloads,
compacting persisted run logs, silencing high-volume request logs, and
capping heartbeat-run queries in dashboard/inbox surfaces
- Expanded telemetry and status semantics with adapter/model fields on
task completion plus clearer status guidance in docs/onboarding material
- Updated test infrastructure and verification defaults with faster
route-test module isolation, cheaper default `pnpm test`, e2e isolation
from local state, and repo verification follow-ups
- Included docs/release housekeeping from the branch and added a small
follow-up commit restoring the implicit comment-reopen helpers that were
dropped during branch reconstruction

## Verification

- `pnpm vitest run
server/src/__tests__/issue-comment-reopen-routes.test.ts
server/src/__tests__/issue-telemetry-routes.test.ts`
- `pnpm vitest run server/src/__tests__/http-log-policy.test.ts
server/src/__tests__/heartbeat-run-log.test.ts
server/src/__tests__/health.test.ts`
- `server/src/__tests__/activity-service.test.ts`,
`server/src/__tests__/heartbeat-comment-wake-batching.test.ts`, and
`server/src/__tests__/heartbeat-process-recovery.test.ts` were attempted
on this host but the embedded Postgres harness reported
init-script/data-dir problems and skipped or failed to start, so they
are noted as environment-limited

## Risks

- Medium: this branch changes core issue/heartbeat routing and
reopen/wakeup behavior, so regressions would affect agent execution flow
rather than isolated UI polish
- Because it also updates verification infrastructure, reviewers should
pay attention to whether the new tests are asserting the right failure
modes and not just reshaping harness behavior

## Model Used

- OpenAI Codex coding agent (GPT-5-class runtime in Codex CLI; exact
deployed model ID is not exposed in this environment), reasoning
enabled, tool use and local code execution enabled

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [ ] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-14 13:34:52 -05:00
dotta
ef0846e723 Remove priority icon from issue rows across the app
Priority is still supported as a feature (editable in issue properties,
used in filters), but no longer shown prominently in every issue row.
Affects inbox, issues list, my issues, and dashboard pages.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-23 16:57:27 -05:00
Dotta
76e6cc08a6 feat(costs): add billing, quota, and budget control plane 2026-03-16 15:11:01 -05:00
Dotta
80cdbdbd47 Add plugin framework and settings UI 2026-03-13 16:22:34 -05:00
Dotta
21d2b075e7 Fix inbox badge logic and landing view 2026-03-10 22:55:45 -05:00
Dotta
d58f269281 Fix mobile status icon vertical alignment: remove pt-0.5 to center with text
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-08 10:58:39 -05:00
Dotta
2a7043d677 GitHub-style mobile issue rows: status left column, hide priority, unread dot right
- Move status icon to left column on mobile across issues list, inbox, and dashboard
- Hide priority icon on mobile (only show on desktop)
- Move unread indicator dot to right side vertically centered on mobile inbox
- Stale work section: show status icon instead of clock on mobile
- Desktop layout unchanged

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-08 10:56:17 -05:00
Dotta
ce8fe38ffc Unify mobile issue row layout across issues, inbox, and dashboard
Add PriorityIcon and timeAgo to IssuesList mobile rows to match the
pattern used in Inbox and Dashboard. Align Dashboard row padding to
match Inbox. All mobile issue rows now show: title (2-line clamp),
then priority + status + identifier + relative time.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-07 20:04:32 -06:00
Dotta
6e86f69f95 Unify issue rows with GitHub-style mobile layout across app
On mobile, all issue rows now show title first (up to 2 lines),
with metadata (icons, identifier, timestamp) on a second line below.
Desktop layout is preserved as single-line rows.

Affected locations: Inbox recent issues, Inbox stale work,
Dashboard recent tasks, and IssuesList.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-07 20:01:16 -06:00
Dotta
88149bbd29 ui: show no-agents banner on dashboard with link to onboarding step 2
When a company has no agents (e.g. user exited onboarding early), the
dashboard now shows an amber banner: "You have no agents. Create one
here" that opens the onboarding wizard directly at step 2 (agent
creation), skipping the company creation step.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-03 11:37:19 -06:00
Dotta
f60c1001ec refactor: rename packages to @paperclipai and CLI binary to paperclipai
Rename all workspace packages from @paperclip/* to @paperclipai/* and
the CLI binary from `paperclip` to `paperclipai` in preparation for
npm publishing. Bump CLI version to 0.1.0 and add package metadata
(description, keywords, license, repository, files). Update all
imports, documentation, user-facing messages, and tests accordingly.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-03 08:45:26 -06:00
Dotta
8ee063c4e5 feat(ui): reconcile backup UI changes with current routing and interaction features 2026-03-02 16:44:03 -06:00
Forgotten
c2709687b8 feat: server-side issue search, dashboard charts, and inbox badges
Add ILIKE-based issue search across title, identifier, description,
and comments with relevance ranking. Add assigneeUserId filter and
allow agents to return issues to creator. Show assigned issue count
in sidebar badges. Add minCount param to live-runs endpoint. Add
activity charts (run activity, priority, status, success rate) to
dashboard. Improve active agents panel with recent run cards.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-26 16:33:39 -06:00
Forgotten
20176d9d60 fix(ui): resume lost runs, activity feed fixes, and selector focus
Add resume button for process_lost runs on agent detail page. Fix
activity row text overflow with truncation. Pass entityTitleMap to
Dashboard activity feed. Fix InlineEntitySelector stealing focus on
close when advancing to next field.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-26 10:32:51 -06:00
Forgotten
2ec45c49af feat(ui): add auth pages, company rail, inbox redesign, and page improvements
Add Auth sign-in/sign-up page and InviteLanding page for invite acceptance.
Add CloudAccessGate that checks deployment mode and redirects to /auth when
session is required. Add CompanyRail with drag-and-drop company switching.
Add MarkdownBody prose renderer. Redesign Inbox with category filters and
inline join-request approval. Refactor AgentDetail to overview/configure/runs
views with claude-login support. Replace navigate() anti-patterns with <Link>
components in Dashboard and MetricCard. Add live-run indicators in sidebar
agents. Fix LiveUpdatesProvider cache key resolution for issue identifiers.
Add auth, health, and access API clients.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-23 14:41:21 -06:00
Forgotten
3392f4dbfa fix: use issue shortname (identifier) in activity feed instead of title
Activity feed and dashboard now display issue identifiers like PAP-32
instead of issue titles for entity names. Also uses identifier-based
URLs for issue links in the activity feed.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-21 08:25:08 -06:00
Forgotten
9906a5ba06 Support issue identifiers (PAP-39) in URLs and prefer them throughout
Backend:
- Add router.param middleware in issues, activity, and agents routes to
  resolve identifiers (e.g. PAP-39) to UUIDs before handlers run
- Simplify GET /issues/:id now that param middleware handles resolution
- Include identifier in getAncestors response and issuesForRun query
- Add identifier field to IssueAncestor shared type

Frontend:
- Update all issue navigation links across 15+ files to use
  issue.identifier ?? issue.id instead of bare UUIDs
- Add URL redirect in IssueDetail: navigating via UUID automatically
  replaces the URL with the human-readable identifier
- Fix childIssues filter to use issue.id (UUID) instead of URL param
  so it works correctly with identifier-based URLs
- Add issueUrl() utility in lib/utils.ts

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-20 16:04:05 -06:00
Forgotten
b49fc7451a fix: show "Unlimited budget" when budget is $0
When budgetCents is 0 (no budget set), the UI now shows "Unlimited
budget" instead of misleading "0% of $0.00 budget" throughout:

- Dashboard: metric card shows "Unlimited budget" instead of percentage
- Companies: shows "Unlimited budget" label instead of "/ $0.00"
- Costs: hides utilization percent and progress bar, shows "Unlimited budget"
- Inbox: suppresses budget utilization alert when no budget is set

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-20 12:56:04 -06:00
Forgotten
aa329f4b8a Fix xs avatar alignment and dashboard task row layout
Adjust xs avatar vertical offset from top-[2px] to -top-px for better
baseline alignment. Restructure dashboard recent tasks rows so the
timestamp sits right-aligned outside the title text flow and title
truncates properly on desktop.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-20 11:35:59 -06:00
Forgotten
39f8d38528 UI: mobile responsive layout, streamline agent budget display, and xs avatar size
Make agents list force list view on mobile with condensed trailing
info. Add mobile bottom bar for config save/cancel and live run
indicator on agent detail. Make MetricCard, PageTabBar, Dashboard
tasks, and ActivityRow responsive for small screens. Add xs avatar
size for inline text flow. Remove redundant budget displays from
agent overview, properties panel, costs tab, and config form.
Add attachment activity verb labels.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-20 11:29:13 -06:00
Forgotten
adca44849a feat(ui): active agents panel, sidebar context, and page enhancements
Add live ActiveAgentsPanel with real-time transcript feed, SidebarContext
for responsive sidebar state, agent config form with reasoning effort,
improved inbox with failed run alerts, enriched issue detail with project
picker, and various component refinements across pages.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-20 10:32:32 -06:00
Forgotten
3b81557f7c UI: URL-based tab routing, ActivityRow extraction, and agent detail redesign
Switch agents, issues, and approvals pages from query-param tabs to
URL-based routes (/agents/active, /issues/backlog, /approvals/pending).
Extract shared ActivityRow component used by both Dashboard and Activity
pages. Redesign agent detail overview with LatestRunCard showing live/
recent run status, move permissions toggle to Configuration tab, add
budget progress bar, and reorder tabs (Runs before Configuration).
Dashboard now counts idle agents as active and shows "Recent Tasks"
instead of "Stale Tasks". Remove unused MyIssues page and sidebar link.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-19 14:39:48 -06:00
Forgotten
176d279403 UI: approval detail page, agent hiring UX, costs breakdown, sidebar badges, and dashboard improvements
Add ApprovalDetail page with comment thread, revision request/resubmit flow,
and ApprovalPayload component for structured payload display. Extend AgentDetail
with permissions management, config revision history, and duplicate action.
Add agent hire dialog with permission-gated access. Rework Costs page with
per-agent breakdown table and period filtering. Add sidebar badge counts for
pending approvals and inbox items. Enhance Dashboard with live metrics and
sparkline trends. Extend Agents list with pending_approval status and bulk
actions. Update IssueDetail with approval linking. Various component improvements
to MetricCard, InlineEditor, CommentThread, and StatusBadge.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-19 13:03:08 -06:00
Forgotten
ef7a7ecee8 UI: Identity component, LiveRunWidget, issue identifiers, and UX improvements
Add Identity component (avatar + name) used across agent/issue displays. Add
LiveRunWidget for real-time streaming of active heartbeat runs on issue detail
pages via WebSocket. Display issue identifiers (PAP-42) instead of UUID
fragments throughout Issues, Inbox, CommandPalette, and detail pages.
Enhance CommentThread with re-open checkbox, Cmd+Enter submit, sorted display,
and run linking. Improve Activity page with richer formatting and filtering.
Update Dashboard with live metrics. Add reports-to agent link in AgentProperties.
Various small fixes: StatusIcon centering, CopyText ref init, agent detail
run-issue cross-links.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-19 09:10:07 -06:00
Forgotten
0d436911cd Polish UI components and rework AgentConfigForm
Major AgentConfigForm rework with improved adapter configuration
fields and layout. Refine sidebar, breadcrumbs, and card/tab
components for visual consistency. Clean up page layouts across
Activity, Agents, Approvals, Costs, Dashboard, Goals, Inbox,
Issues, Org, and Projects pages. Minor heartbeat-run CLI fix.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-18 10:43:25 -06:00
Forgotten
0975907121 Add onboarding wizard and revamp agent creation flow
Add OnboardingWizard component for first-time company setup. Rework
NewAgentDialog into a multi-step wizard with adapter selection and
config. Add server route for agent connection string generation.
Wire onboarding into Dashboard and Layout. Update DialogContext with
onboarding state.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-17 13:24:33 -06:00
Forgotten
3dc3813266 Adopt React Query and live updates across all UI pages
Replace custom useApi/useAgents hooks with @tanstack/react-query.
Add LiveUpdatesProvider for WebSocket-driven cache invalidation.
Add queryKeys module for centralized cache key management. Rework
all pages and dialogs to use React Query mutations and queries.
Improve CompanyContext with query-based data fetching.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-17 12:24:48 -06:00
Forgotten
d912670f72 Polish UI: enhance dialogs, command palette, and page layouts
Expand NewIssueDialog with richer form fields. Add NewProjectDialog.
Enhance CommandPalette with more actions and search. Improve
CompanySwitcher, EmptyState, and IssueProperties. Flesh out Activity,
Companies, Dashboard, and Inbox pages with real content and layouts.
Refine sidebar, routing, and dialog context. CSS tweaks for dark theme.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-17 10:53:20 -06:00
Forgotten
f4339668f3 Add detail pages, property panels, and restyle list pages
New pages: AgentDetail, GoalDetail, IssueDetail, ProjectDetail, Inbox,
MyIssues. New feature components: AgentProperties, GoalProperties,
IssueProperties, ProjectProperties, GoalTree, NewIssueDialog. Add
heartbeats API client. Restyle all list pages (Agents, Issues, Goals,
Projects, Dashboard, Costs, Activity, Org) with EntityRow, FilterBar,
and improved layouts. Add routing for detail views.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-17 09:57:06 -06:00
Forgotten
22e7930d0b Overhaul UI with shadcn components and new pages
Add shadcn/ui components (badge, button, card, input, select,
separator). Add company context provider. New pages: Activity,
Approvals, Companies, Costs, Org chart. Restyle existing pages
(Dashboard, Agents, Issues, Goals, Projects) with shadcn components
and dark theme. Update layout, sidebar navigation, and routing.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-17 09:07:32 -06:00
Forgotten
c3d82ed857 Add React UI with Vite
Dashboard, agents, goals, issues, and projects pages with sidebar
navigation. API client layer, custom hooks, and shared layout
components. Built with Vite and TypeScript.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-16 13:32:04 -06:00