paperclip/ui/src/pages/Dashboard.tsx
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

403 lines
16 KiB
TypeScript

import { useEffect, useMemo, useRef, useState } from "react";
import { Link } from "@/lib/router";
import { useQuery } from "@tanstack/react-query";
import { dashboardApi } from "../api/dashboard";
import { activityApi } from "../api/activity";
import { accessApi } from "../api/access";
import { issuesApi } from "../api/issues";
import { agentsApi } from "../api/agents";
import { projectsApi } from "../api/projects";
import { heartbeatsApi } from "../api/heartbeats";
import { buildCompanyUserProfileMap } from "../lib/company-members";
import { useCompany } from "../context/CompanyContext";
import { useDialog } from "../context/DialogContext";
import { useBreadcrumbs } from "../context/BreadcrumbContext";
import { queryKeys } from "../lib/queryKeys";
import { MetricCard } from "../components/MetricCard";
import { EmptyState } from "../components/EmptyState";
import { StatusIcon } from "../components/StatusIcon";
import { ActivityRow } from "../components/ActivityRow";
import { Identity } from "../components/Identity";
import { timeAgo } from "../lib/timeAgo";
import { cn, formatCents } from "../lib/utils";
import { Bot, CircleDot, DollarSign, ShieldCheck, LayoutDashboard, PauseCircle } from "lucide-react";
import { ActiveAgentsPanel } from "../components/ActiveAgentsPanel";
import { ChartCard, RunActivityChart, PriorityChart, IssueStatusChart, SuccessRateChart } from "../components/ActivityCharts";
import { PageSkeleton } from "../components/PageSkeleton";
import type { Agent, Issue } from "@paperclipai/shared";
import { PluginSlotOutlet } from "@/plugins/slots";
const DASHBOARD_HEARTBEAT_RUN_LIMIT = 100;
function getRecentIssues(issues: Issue[]): Issue[] {
return [...issues]
.sort((a, b) => new Date(b.updatedAt).getTime() - new Date(a.updatedAt).getTime());
}
export function Dashboard() {
const { selectedCompanyId, companies } = useCompany();
const { openOnboarding } = useDialog();
const { setBreadcrumbs } = useBreadcrumbs();
const [animatedActivityIds, setAnimatedActivityIds] = useState<Set<string>>(new Set());
const seenActivityIdsRef = useRef<Set<string>>(new Set());
const hydratedActivityRef = useRef(false);
const activityAnimationTimersRef = useRef<number[]>([]);
const { data: agents } = useQuery({
queryKey: queryKeys.agents.list(selectedCompanyId!),
queryFn: () => agentsApi.list(selectedCompanyId!),
enabled: !!selectedCompanyId,
});
useEffect(() => {
setBreadcrumbs([{ label: "Dashboard" }]);
}, [setBreadcrumbs]);
const { data, isLoading, error } = useQuery({
queryKey: queryKeys.dashboard(selectedCompanyId!),
queryFn: () => dashboardApi.summary(selectedCompanyId!),
enabled: !!selectedCompanyId,
});
const { data: activity } = useQuery({
queryKey: queryKeys.activity(selectedCompanyId!),
queryFn: () => activityApi.list(selectedCompanyId!),
enabled: !!selectedCompanyId,
});
const { data: issues } = useQuery({
queryKey: queryKeys.issues.list(selectedCompanyId!),
queryFn: () => issuesApi.list(selectedCompanyId!),
enabled: !!selectedCompanyId,
});
const { data: projects } = useQuery({
queryKey: queryKeys.projects.list(selectedCompanyId!),
queryFn: () => projectsApi.list(selectedCompanyId!),
enabled: !!selectedCompanyId,
});
const { data: runs } = useQuery({
queryKey: [...queryKeys.heartbeats(selectedCompanyId!), "limit", DASHBOARD_HEARTBEAT_RUN_LIMIT],
queryFn: () => heartbeatsApi.list(selectedCompanyId!, undefined, DASHBOARD_HEARTBEAT_RUN_LIMIT),
enabled: !!selectedCompanyId,
});
const { data: companyMembers } = useQuery({
queryKey: queryKeys.access.companyUserDirectory(selectedCompanyId!),
queryFn: () => accessApi.listUserDirectory(selectedCompanyId!),
enabled: !!selectedCompanyId,
});
const userProfileMap = useMemo(
() => buildCompanyUserProfileMap(companyMembers?.users),
[companyMembers?.users],
);
const recentIssues = issues ? getRecentIssues(issues) : [];
const recentActivity = useMemo(() => (activity ?? []).slice(0, 10), [activity]);
useEffect(() => {
for (const timer of activityAnimationTimersRef.current) {
window.clearTimeout(timer);
}
activityAnimationTimersRef.current = [];
seenActivityIdsRef.current = new Set();
hydratedActivityRef.current = false;
setAnimatedActivityIds(new Set());
}, [selectedCompanyId]);
useEffect(() => {
if (recentActivity.length === 0) return;
const seen = seenActivityIdsRef.current;
const currentIds = recentActivity.map((event) => event.id);
if (!hydratedActivityRef.current) {
for (const id of currentIds) seen.add(id);
hydratedActivityRef.current = true;
return;
}
const newIds = currentIds.filter((id) => !seen.has(id));
if (newIds.length === 0) {
for (const id of currentIds) seen.add(id);
return;
}
setAnimatedActivityIds((prev) => {
const next = new Set(prev);
for (const id of newIds) next.add(id);
return next;
});
for (const id of newIds) seen.add(id);
const timer = window.setTimeout(() => {
setAnimatedActivityIds((prev) => {
const next = new Set(prev);
for (const id of newIds) next.delete(id);
return next;
});
activityAnimationTimersRef.current = activityAnimationTimersRef.current.filter((t) => t !== timer);
}, 980);
activityAnimationTimersRef.current.push(timer);
}, [recentActivity]);
useEffect(() => {
return () => {
for (const timer of activityAnimationTimersRef.current) {
window.clearTimeout(timer);
}
};
}, []);
const agentMap = useMemo(() => {
const map = new Map<string, Agent>();
for (const a of agents ?? []) map.set(a.id, a);
return map;
}, [agents]);
const entityNameMap = useMemo(() => {
const map = new Map<string, string>();
for (const i of issues ?? []) map.set(`issue:${i.id}`, i.identifier ?? i.id.slice(0, 8));
for (const a of agents ?? []) map.set(`agent:${a.id}`, a.name);
for (const p of projects ?? []) map.set(`project:${p.id}`, p.name);
return map;
}, [issues, agents, projects]);
const entityTitleMap = useMemo(() => {
const map = new Map<string, string>();
for (const i of issues ?? []) map.set(`issue:${i.id}`, i.title);
return map;
}, [issues]);
const agentName = (id: string | null) => {
if (!id || !agents) return null;
return agents.find((a) => a.id === id)?.name ?? null;
};
if (!selectedCompanyId) {
if (companies.length === 0) {
return (
<EmptyState
icon={LayoutDashboard}
message="Welcome to Paperclip. Set up your first company and agent to get started."
action="Get Started"
onAction={openOnboarding}
/>
);
}
return (
<EmptyState icon={LayoutDashboard} message="Create or select a company to view the dashboard." />
);
}
if (isLoading) {
return <PageSkeleton variant="dashboard" />;
}
const hasNoAgents = agents !== undefined && agents.length === 0;
return (
<div className="space-y-6">
{error && <p className="text-sm text-destructive">{error.message}</p>}
{hasNoAgents && (
<div className="flex items-center justify-between gap-3 rounded-md border border-amber-300 bg-amber-50 px-4 py-3 dark:border-amber-500/25 dark:bg-amber-950/60">
<div className="flex items-center gap-2.5">
<Bot className="h-4 w-4 text-amber-600 dark:text-amber-400 shrink-0" />
<p className="text-sm text-amber-900 dark:text-amber-100">
You have no agents.
</p>
</div>
<button
onClick={() => openOnboarding({ initialStep: 2, companyId: selectedCompanyId! })}
className="text-sm font-medium text-amber-700 hover:text-amber-900 dark:text-amber-300 dark:hover:text-amber-100 underline underline-offset-2 shrink-0"
>
Create one here
</button>
</div>
)}
<ActiveAgentsPanel companyId={selectedCompanyId!} />
{data && (
<>
{data.budgets.activeIncidents > 0 ? (
<div className="flex items-start justify-between gap-3 rounded-xl border border-red-500/20 bg-[linear-gradient(180deg,rgba(255,80,80,0.12),rgba(255,255,255,0.02))] px-4 py-3">
<div className="flex items-start gap-2.5">
<PauseCircle className="mt-0.5 h-4 w-4 shrink-0 text-red-300" />
<div>
<p className="text-sm font-medium text-red-50">
{data.budgets.activeIncidents} active budget incident{data.budgets.activeIncidents === 1 ? "" : "s"}
</p>
<p className="text-xs text-red-100/70">
{data.budgets.pausedAgents} agents paused · {data.budgets.pausedProjects} projects paused · {data.budgets.pendingApprovals} pending budget approvals
</p>
</div>
</div>
<Link to="/costs" className="text-sm underline underline-offset-2 text-red-100">
Open budgets
</Link>
</div>
) : null}
<div className="grid grid-cols-2 xl:grid-cols-4 gap-1 sm:gap-2">
<MetricCard
icon={Bot}
value={data.agents.active + data.agents.running + data.agents.paused + data.agents.error}
label="Agents Enabled"
to="/agents"
description={
<span>
{data.agents.running} running{", "}
{data.agents.paused} paused{", "}
{data.agents.error} errors
</span>
}
/>
<MetricCard
icon={CircleDot}
value={data.tasks.inProgress}
label="Tasks In Progress"
to="/issues"
description={
<span>
{data.tasks.open} open{", "}
{data.tasks.blocked} blocked
</span>
}
/>
<MetricCard
icon={DollarSign}
value={formatCents(data.costs.monthSpendCents)}
label="Month Spend"
to="/costs"
description={
<span>
{data.costs.monthBudgetCents > 0
? `${data.costs.monthUtilizationPercent}% of ${formatCents(data.costs.monthBudgetCents)} budget`
: "Unlimited budget"}
</span>
}
/>
<MetricCard
icon={ShieldCheck}
value={data.pendingApprovals + data.budgets.pendingApprovals}
label="Pending Approvals"
to="/approvals"
description={
<span>
{data.budgets.pendingApprovals > 0
? `${data.budgets.pendingApprovals} budget overrides awaiting board review`
: "Awaiting board review"}
</span>
}
/>
</div>
<div className="grid grid-cols-2 lg:grid-cols-4 gap-4">
<ChartCard title="Run Activity" subtitle="Last 14 days">
<RunActivityChart runs={runs ?? []} />
</ChartCard>
<ChartCard title="Issues by Priority" subtitle="Last 14 days">
<PriorityChart issues={issues ?? []} />
</ChartCard>
<ChartCard title="Issues by Status" subtitle="Last 14 days">
<IssueStatusChart issues={issues ?? []} />
</ChartCard>
<ChartCard title="Success Rate" subtitle="Last 14 days">
<SuccessRateChart runs={runs ?? []} />
</ChartCard>
</div>
<PluginSlotOutlet
slotTypes={["dashboardWidget"]}
context={{ companyId: selectedCompanyId }}
className="grid gap-4 md:grid-cols-2"
itemClassName="rounded-lg border bg-card p-4 shadow-sm"
/>
<div className="grid md:grid-cols-2 gap-4">
{/* Recent Activity */}
{recentActivity.length > 0 && (
<div className="min-w-0">
<h3 className="text-sm font-semibold text-muted-foreground uppercase tracking-wide mb-3">
Recent Activity
</h3>
<div className="border border-border divide-y divide-border overflow-hidden">
{recentActivity.map((event) => (
<ActivityRow
key={event.id}
event={event}
agentMap={agentMap}
userProfileMap={userProfileMap}
entityNameMap={entityNameMap}
entityTitleMap={entityTitleMap}
className={animatedActivityIds.has(event.id) ? "activity-row-enter" : undefined}
/>
))}
</div>
</div>
)}
{/* Recent Tasks */}
<div className="min-w-0">
<h3 className="text-sm font-semibold text-muted-foreground uppercase tracking-wide mb-3">
Recent Tasks
</h3>
{recentIssues.length === 0 ? (
<div className="border border-border p-4">
<p className="text-sm text-muted-foreground">No tasks yet.</p>
</div>
) : (
<div className="border border-border divide-y divide-border overflow-hidden">
{recentIssues.slice(0, 10).map((issue) => (
<Link
key={issue.id}
to={`/issues/${issue.identifier ?? issue.id}`}
className="px-4 py-3 text-sm cursor-pointer hover:bg-accent/50 transition-colors no-underline text-inherit block"
>
<div className="flex items-start gap-2 sm:items-center sm:gap-3">
{/* Status icon - left column on mobile */}
<span className="shrink-0 sm:hidden">
<StatusIcon status={issue.status} />
</span>
{/* Right column on mobile: title + metadata stacked */}
<span className="flex min-w-0 flex-1 flex-col gap-1 sm:contents">
<span className="line-clamp-2 text-sm sm:order-2 sm:flex-1 sm:min-w-0 sm:line-clamp-none sm:truncate">
{issue.title}
</span>
<span className="flex items-center gap-2 sm:order-1 sm:shrink-0">
<span className="hidden sm:inline-flex"><StatusIcon status={issue.status} /></span>
<span className="text-xs font-mono text-muted-foreground">
{issue.identifier ?? issue.id.slice(0, 8)}
</span>
{issue.assigneeAgentId && (() => {
const name = agentName(issue.assigneeAgentId);
return name
? <span className="hidden sm:inline-flex"><Identity name={name} size="sm" /></span>
: null;
})()}
<span className="text-xs text-muted-foreground sm:hidden">&middot;</span>
<span className="text-xs text-muted-foreground shrink-0 sm:order-last">
{timeAgo(issue.updatedAt)}
</span>
</span>
</span>
</div>
</Link>
))}
</div>
)}
</div>
</div>
</>
)}
</div>
);
}