paperclip/ui/src/lib/company-members.ts
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

116 lines
3.9 KiB
TypeScript

import type { CompanyMember, CompanyUserDirectoryEntry } from "@/api/access";
import type { InlineEntityOption } from "@/components/InlineEntitySelector";
import type { MentionOption } from "@/components/MarkdownEditor";
import type { Agent, Project } from "@paperclipai/shared";
export interface CompanyUserProfile {
label: string;
image: string | null;
}
type CompanyUserRecord = Pick<CompanyMember, "principalId" | "status" | "user">
| CompanyUserDirectoryEntry;
function fallbackUserLabel(userId: string): string {
if (userId === "local-board") return "Board";
return userId.slice(0, 5);
}
function baseMemberLabel(member: Pick<CompanyUserRecord, "principalId" | "user">): string {
const name = member.user?.name?.trim();
if (name) return name;
const email = member.user?.email?.trim();
if (email) return email;
return fallbackUserLabel(member.principalId);
}
function activeUniqueMembers(members: CompanyUserRecord[] | null | undefined) {
const byId = new Map<string, CompanyUserRecord>();
for (const member of members ?? []) {
if (member.status !== "active") continue;
if (!byId.has(member.principalId)) {
byId.set(member.principalId, member);
}
}
return [...byId.values()].sort((left, right) => baseMemberLabel(left).localeCompare(baseMemberLabel(right)));
}
export function buildCompanyUserLabelMap(members: CompanyUserRecord[] | null | undefined): Map<string, string> {
const labels = new Map<string, string>();
for (const member of members ?? []) {
labels.set(member.principalId, baseMemberLabel(member));
}
return labels;
}
export function buildCompanyUserProfileMap(
members: CompanyUserRecord[] | null | undefined,
): Map<string, CompanyUserProfile> {
const profiles = new Map<string, CompanyUserProfile>();
for (const member of members ?? []) {
profiles.set(member.principalId, {
label: baseMemberLabel(member),
image: member.user?.image ?? null,
});
}
return profiles;
}
export function buildCompanyUserInlineOptions(
members: CompanyUserRecord[] | null | undefined,
options?: { excludeUserIds?: Iterable<string | null | undefined> },
): InlineEntityOption[] {
const exclude = new Set(
[...(options?.excludeUserIds ?? [])].filter((value): value is string => Boolean(value)),
);
return activeUniqueMembers(members)
.filter((member) => !exclude.has(member.principalId))
.map((member) => ({
id: `user:${member.principalId}`,
label: baseMemberLabel(member),
searchText: [member.user?.name, member.user?.email, member.principalId].filter(Boolean).join(" "),
}));
}
export function buildCompanyUserMentionOptions(
members: CompanyUserRecord[] | null | undefined,
): MentionOption[] {
return activeUniqueMembers(members).map((member) => ({
id: `user:${member.principalId}`,
name: baseMemberLabel(member),
kind: "user",
userId: member.principalId,
}));
}
export function buildMarkdownMentionOptions(args: {
agents?: Array<Pick<Agent, "id" | "name" | "status" | "icon">> | null | undefined;
projects?: Array<Pick<Project, "id" | "name" | "color">> | null | undefined;
members?: CompanyUserRecord[] | null | undefined;
}): MentionOption[] {
const options: MentionOption[] = [
...buildCompanyUserMentionOptions(args.members),
...[...(args.agents ?? [])]
.filter((agent) => agent.status !== "terminated")
.sort((left, right) => left.name.localeCompare(right.name))
.map((agent) => ({
id: `agent:${agent.id}`,
name: agent.name,
kind: "agent" as const,
agentId: agent.id,
agentIcon: agent.icon,
})),
...[...(args.projects ?? [])]
.sort((left, right) => left.name.localeCompare(right.name))
.map((project) => ({
id: `project:${project.id}`,
name: project.name,
kind: "project" as const,
projectId: project.id,
projectColor: project.color,
})),
];
return options;
}