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12 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 5640d29ab0 Persist non-issue inbox dismissals 2026-04-09 06:16:05 -05:00
Dotta 21d2b075e7 Fix inbox badge logic and landing view 2026-03-10 22:55:45 -05:00
hougangdev 36e4e67025 fix(sidebar-badges): include approvals in inbox badge count
When a company has "require board approval for new agents" enabled,
hiring an agent creates a pending approval that requires the user
(as a board member) to approve before the agent can start working.
However, the sidebar inbox badge did not include pending approvals
in its count, so there was no visual indicator that action was needed.
Users had no way of knowing an approval was waiting unless they
happened to open the Inbox page manually.

The root cause: the sidebar-badges service correctly included
approvals in the inbox total, but the route handler overwrites
badges.inbox to add alertsCount and staleIssueCount — and in
doing so dropped badges.approvals from the sum.

Add badges.approvals to the inbox count recalculation so that
pending and revision-requested approvals surface in the sidebar
notification badge alongside failed runs, alerts, stale work,
and join requests.

Affected files:
- server/src/routes/sidebar-badges.ts
2026-03-07 17:38:07 +08:00
Dotta 2ad616780f Include join requests in inbox badge and auto-refresh via push
The sidebar badge count was missing join requests from its inbox total,
and the live updates provider had no handler for join_request entity
type, so new join requests wouldn't appear until manual page refresh.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-06 12:13:25 -06:00
Dotta cec372f9bb Fix phantom inbox badge count when failed runs exist
The server-side badge counted agent error alerts independently of failed
runs, but the UI suppresses agent error alerts when individual failed run
cards are already shown. This mismatch caused the badge to show e.g. 2
while only 1 item was visible. Align server logic with the client.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-06 11:01:29 -06:00
Dotta c23ddbad3f Refine inbox ordering and alert-focused badges 2026-03-06 09:42:47 -06:00
Dotta 38b9a55eab Add touched/unread inbox issue semantics 2026-03-06 08:21:03 -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
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 e1f2be7ecf feat(server): integrate Better Auth, access control, and deployment mode startup
Wire up Better Auth for session-based authentication. Add actor middleware
that resolves local_trusted mode to an implicit board actor and authenticated
mode to Better Auth sessions. Add access service with membership, permission,
invite, and join-request management. Register access routes for member/invite/
join-request CRUD. Update health endpoint to report deployment mode and
bootstrap status. Enforce tasks:assign and agents:create permissions in issue
and agent routes. Add deployment mode validation at startup with guardrails
(loopback-only for local_trusted, auth config required for authenticated).

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-23 14:40:32 -06:00
Forgotten c09037ffad Implement agent hiring, approval workflows, config revisions, LLM reflection, and sidebar badges
Agent management: hire endpoint with permission gates and pending_approval status,
config revision tracking with rollback, agent duplicate route, permission CRUD.
Block pending_approval agents from auth, heartbeat, and assignments.

Approvals: revision request/resubmit flow, approval comments CRUD, issue-approval
linking, auto-wake agents on approval decisions with context snapshot.

Costs: per-agent breakdown, period filtering (month/week/day/all), cost by agent
list endpoint.

Adapters: agentConfigurationDoc on all adapters, /llms/agent-configuration.txt
reflection routes. Inject PAPERCLIP_APPROVAL_ID, PAPERCLIP_APPROVAL_STATUS,
PAPERCLIP_LINKED_ISSUE_IDS into adapter environments.

Sidebar badges endpoint for pending approval/inbox counts. Dashboard and company
settings extensions.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-19 13:02:41 -06:00