Files
paperclip/server/src/services/access.ts
T
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

550 lines
16 KiB
TypeScript

import { and, eq, inArray, sql } from "drizzle-orm";
import type { Db } from "@paperclipai/db";
import {
companyMemberships,
instanceUserRoles,
principalPermissionGrants,
} from "@paperclipai/db";
import type { PermissionKey, PrincipalType } from "@paperclipai/shared";
import { conflict } from "../errors.js";
type MembershipRow = typeof companyMemberships.$inferSelect;
type GrantInput = {
permissionKey: PermissionKey;
scope?: Record<string, unknown> | null;
};
export function accessService(db: Db) {
async function isInstanceAdmin(userId: string | null | undefined): Promise<boolean> {
if (!userId) return false;
const row = await db
.select({ id: instanceUserRoles.id })
.from(instanceUserRoles)
.where(and(eq(instanceUserRoles.userId, userId), eq(instanceUserRoles.role, "instance_admin")))
.then((rows) => rows[0] ?? null);
return Boolean(row);
}
async function getMembership(
companyId: string,
principalType: PrincipalType,
principalId: string,
): Promise<MembershipRow | null> {
return db
.select()
.from(companyMemberships)
.where(
and(
eq(companyMemberships.companyId, companyId),
eq(companyMemberships.principalType, principalType),
eq(companyMemberships.principalId, principalId),
),
)
.then((rows) => rows[0] ?? null);
}
async function hasPermission(
companyId: string,
principalType: PrincipalType,
principalId: string,
permissionKey: PermissionKey,
): Promise<boolean> {
const membership = await getMembership(companyId, principalType, principalId);
if (!membership || membership.status !== "active") return false;
const grant = await db
.select({ id: principalPermissionGrants.id })
.from(principalPermissionGrants)
.where(
and(
eq(principalPermissionGrants.companyId, companyId),
eq(principalPermissionGrants.principalType, principalType),
eq(principalPermissionGrants.principalId, principalId),
eq(principalPermissionGrants.permissionKey, permissionKey),
),
)
.then((rows) => rows[0] ?? null);
return Boolean(grant);
}
async function canUser(
companyId: string,
userId: string | null | undefined,
permissionKey: PermissionKey,
): Promise<boolean> {
if (!userId) return false;
if (await isInstanceAdmin(userId)) return true;
return hasPermission(companyId, "user", userId, permissionKey);
}
async function listMembers(companyId: string) {
return db
.select()
.from(companyMemberships)
.where(eq(companyMemberships.companyId, companyId))
.orderBy(sql`${companyMemberships.createdAt} desc`);
}
async function getMemberById(companyId: string, memberId: string) {
return db
.select()
.from(companyMemberships)
.where(and(eq(companyMemberships.companyId, companyId), eq(companyMemberships.id, memberId)))
.then((rows) => rows[0] ?? null);
}
async function listActiveUserMemberships(companyId: string) {
return db
.select()
.from(companyMemberships)
.where(
and(
eq(companyMemberships.companyId, companyId),
eq(companyMemberships.principalType, "user"),
eq(companyMemberships.status, "active"),
),
)
.orderBy(sql`${companyMemberships.createdAt} asc`);
}
async function setMemberPermissions(
companyId: string,
memberId: string,
grants: GrantInput[],
grantedByUserId: string | null,
) {
const member = await getMemberById(companyId, memberId);
if (!member) return null;
await db.transaction(async (tx) => {
await tx
.delete(principalPermissionGrants)
.where(
and(
eq(principalPermissionGrants.companyId, companyId),
eq(principalPermissionGrants.principalType, member.principalType),
eq(principalPermissionGrants.principalId, member.principalId),
),
);
if (grants.length > 0) {
await tx.insert(principalPermissionGrants).values(
grants.map((grant) => ({
companyId,
principalType: member.principalType,
principalId: member.principalId,
permissionKey: grant.permissionKey,
scope: grant.scope ?? null,
grantedByUserId,
createdAt: new Date(),
updatedAt: new Date(),
})),
);
}
});
return member;
}
async function updateMemberAndPermissions(
companyId: string,
memberId: string,
data: {
membershipRole?: string | null;
status?: "pending" | "active" | "suspended";
grants: GrantInput[];
},
grantedByUserId: string | null,
) {
return db.transaction(async (tx) => {
await tx.execute(sql`
select ${companyMemberships.id}
from ${companyMemberships}
where ${companyMemberships.companyId} = ${companyId}
and ${companyMemberships.principalType} = 'user'
and ${companyMemberships.status} = 'active'
and ${companyMemberships.membershipRole} = 'owner'
for update
`);
const existing = await tx
.select()
.from(companyMemberships)
.where(and(eq(companyMemberships.companyId, companyId), eq(companyMemberships.id, memberId)))
.then((rows) => rows[0] ?? null);
if (!existing) return null;
const nextMembershipRole =
data.membershipRole !== undefined ? data.membershipRole : existing.membershipRole;
const nextStatus = data.status ?? existing.status;
if (
existing.principalType === "user" &&
existing.status === "active" &&
existing.membershipRole === "owner" &&
(nextStatus !== "active" || nextMembershipRole !== "owner")
) {
const activeOwnerCount = await tx
.select({ id: companyMemberships.id })
.from(companyMemberships)
.where(
and(
eq(companyMemberships.companyId, companyId),
eq(companyMemberships.principalType, "user"),
eq(companyMemberships.status, "active"),
eq(companyMemberships.membershipRole, "owner"),
),
)
.then((rows) => rows.length);
if (activeOwnerCount <= 1) {
throw conflict("Cannot remove the last active owner");
}
}
const now = new Date();
const updated = await tx
.update(companyMemberships)
.set({
membershipRole: nextMembershipRole,
status: nextStatus,
updatedAt: now,
})
.where(eq(companyMemberships.id, existing.id))
.returning()
.then((rows) => rows[0] ?? existing);
await tx
.delete(principalPermissionGrants)
.where(
and(
eq(principalPermissionGrants.companyId, companyId),
eq(principalPermissionGrants.principalType, existing.principalType),
eq(principalPermissionGrants.principalId, existing.principalId),
),
);
if (data.grants.length > 0) {
await tx.insert(principalPermissionGrants).values(
data.grants.map((grant) => ({
companyId,
principalType: existing.principalType,
principalId: existing.principalId,
permissionKey: grant.permissionKey,
scope: grant.scope ?? null,
grantedByUserId,
createdAt: now,
updatedAt: now,
})),
);
}
return updated;
});
}
async function promoteInstanceAdmin(userId: string) {
const existing = await db
.select()
.from(instanceUserRoles)
.where(and(eq(instanceUserRoles.userId, userId), eq(instanceUserRoles.role, "instance_admin")))
.then((rows) => rows[0] ?? null);
if (existing) return existing;
return db
.insert(instanceUserRoles)
.values({
userId,
role: "instance_admin",
})
.returning()
.then((rows) => rows[0]);
}
async function demoteInstanceAdmin(userId: string) {
return db
.delete(instanceUserRoles)
.where(and(eq(instanceUserRoles.userId, userId), eq(instanceUserRoles.role, "instance_admin")))
.returning()
.then((rows) => rows[0] ?? null);
}
async function listUserCompanyAccess(userId: string) {
return db
.select()
.from(companyMemberships)
.where(and(eq(companyMemberships.principalType, "user"), eq(companyMemberships.principalId, userId)))
.orderBy(sql`${companyMemberships.createdAt} desc`);
}
async function setUserCompanyAccess(userId: string, companyIds: string[]) {
const existing = await listUserCompanyAccess(userId);
const existingByCompany = new Map(existing.map((row) => [row.companyId, row]));
const target = new Set(companyIds);
await db.transaction(async (tx) => {
const toDelete = existing.filter((row) => !target.has(row.companyId)).map((row) => row.id);
if (toDelete.length > 0) {
await tx.delete(companyMemberships).where(inArray(companyMemberships.id, toDelete));
}
for (const companyId of target) {
if (existingByCompany.has(companyId)) continue;
await tx.insert(companyMemberships).values({
companyId,
principalType: "user",
principalId: userId,
status: "active",
membershipRole: "operator",
});
}
});
return listUserCompanyAccess(userId);
}
async function ensureMembership(
companyId: string,
principalType: PrincipalType,
principalId: string,
membershipRole: string | null = "member",
status: "pending" | "active" | "suspended" = "active",
) {
const existing = await getMembership(companyId, principalType, principalId);
if (existing) {
if (existing.status !== status || existing.membershipRole !== membershipRole) {
const updated = await db
.update(companyMemberships)
.set({ status, membershipRole, updatedAt: new Date() })
.where(eq(companyMemberships.id, existing.id))
.returning()
.then((rows) => rows[0] ?? null);
return updated ?? existing;
}
return existing;
}
return db
.insert(companyMemberships)
.values({
companyId,
principalType,
principalId,
status,
membershipRole,
})
.returning()
.then((rows) => rows[0]);
}
async function setPrincipalGrants(
companyId: string,
principalType: PrincipalType,
principalId: string,
grants: GrantInput[],
grantedByUserId: string | null,
) {
await db.transaction(async (tx) => {
await tx
.delete(principalPermissionGrants)
.where(
and(
eq(principalPermissionGrants.companyId, companyId),
eq(principalPermissionGrants.principalType, principalType),
eq(principalPermissionGrants.principalId, principalId),
),
);
if (grants.length === 0) return;
await tx.insert(principalPermissionGrants).values(
grants.map((grant) => ({
companyId,
principalType,
principalId,
permissionKey: grant.permissionKey,
scope: grant.scope ?? null,
grantedByUserId,
createdAt: new Date(),
updatedAt: new Date(),
})),
);
});
}
async function copyActiveUserMemberships(sourceCompanyId: string, targetCompanyId: string) {
const sourceMemberships = await listActiveUserMemberships(sourceCompanyId);
for (const membership of sourceMemberships) {
await ensureMembership(
targetCompanyId,
"user",
membership.principalId,
membership.membershipRole,
"active",
);
}
return sourceMemberships;
}
async function listPrincipalGrants(
companyId: string,
principalType: PrincipalType,
principalId: string,
) {
return db
.select()
.from(principalPermissionGrants)
.where(
and(
eq(principalPermissionGrants.companyId, companyId),
eq(principalPermissionGrants.principalType, principalType),
eq(principalPermissionGrants.principalId, principalId),
),
)
.orderBy(principalPermissionGrants.permissionKey);
}
async function setPrincipalPermission(
companyId: string,
principalType: PrincipalType,
principalId: string,
permissionKey: PermissionKey,
enabled: boolean,
grantedByUserId: string | null,
scope: Record<string, unknown> | null = null,
) {
if (!enabled) {
await db
.delete(principalPermissionGrants)
.where(
and(
eq(principalPermissionGrants.companyId, companyId),
eq(principalPermissionGrants.principalType, principalType),
eq(principalPermissionGrants.principalId, principalId),
eq(principalPermissionGrants.permissionKey, permissionKey),
),
);
return;
}
await ensureMembership(companyId, principalType, principalId, "member", "active");
const existing = await db
.select()
.from(principalPermissionGrants)
.where(
and(
eq(principalPermissionGrants.companyId, companyId),
eq(principalPermissionGrants.principalType, principalType),
eq(principalPermissionGrants.principalId, principalId),
eq(principalPermissionGrants.permissionKey, permissionKey),
),
)
.then((rows) => rows[0] ?? null);
if (existing) {
await db
.update(principalPermissionGrants)
.set({
scope,
grantedByUserId,
updatedAt: new Date(),
})
.where(eq(principalPermissionGrants.id, existing.id));
return;
}
await db.insert(principalPermissionGrants).values({
companyId,
principalType,
principalId,
permissionKey,
scope,
grantedByUserId,
createdAt: new Date(),
updatedAt: new Date(),
});
}
async function updateMember(
companyId: string,
memberId: string,
data: {
membershipRole?: string | null;
status?: "pending" | "active" | "suspended";
},
) {
return db.transaction(async (tx) => {
await tx.execute(sql`
select ${companyMemberships.id}
from ${companyMemberships}
where ${companyMemberships.companyId} = ${companyId}
and ${companyMemberships.principalType} = 'user'
and ${companyMemberships.status} = 'active'
and ${companyMemberships.membershipRole} = 'owner'
for update
`);
const existing = await tx
.select()
.from(companyMemberships)
.where(and(eq(companyMemberships.companyId, companyId), eq(companyMemberships.id, memberId)))
.then((rows) => rows[0] ?? null);
if (!existing) return null;
const nextMembershipRole =
data.membershipRole !== undefined ? data.membershipRole : existing.membershipRole;
const nextStatus = data.status ?? existing.status;
if (
existing.principalType === "user" &&
existing.status === "active" &&
existing.membershipRole === "owner" &&
(nextStatus !== "active" || nextMembershipRole !== "owner")
) {
const activeOwnerCount = await tx
.select({ id: companyMemberships.id })
.from(companyMemberships)
.where(
and(
eq(companyMemberships.companyId, companyId),
eq(companyMemberships.principalType, "user"),
eq(companyMemberships.status, "active"),
eq(companyMemberships.membershipRole, "owner"),
),
)
.then((rows) => rows.length);
if (activeOwnerCount <= 1) {
throw conflict("Cannot remove the last active owner");
}
}
return tx
.update(companyMemberships)
.set({
membershipRole: nextMembershipRole,
status: nextStatus,
updatedAt: new Date(),
})
.where(eq(companyMemberships.id, existing.id))
.returning()
.then((rows) => rows[0] ?? existing);
});
}
return {
isInstanceAdmin,
canUser,
hasPermission,
getMembership,
getMemberById,
ensureMembership,
listMembers,
listActiveUserMemberships,
copyActiveUserMemberships,
setMemberPermissions,
updateMemberAndPermissions,
promoteInstanceAdmin,
demoteInstanceAdmin,
listUserCompanyAccess,
setUserCompanyAccess,
setPrincipalGrants,
listPrincipalGrants,
setPrincipalPermission,
updateMember,
};
}