Files
paperclip/ui/src/components/SidebarAccountMenu.tsx
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

228 lines
8.2 KiB
TypeScript

import { useState } from "react";
import { useMutation, useQuery, useQueryClient } from "@tanstack/react-query";
import {
BookOpen,
LogOut,
type LucideIcon,
Moon,
Settings,
Sun,
UserRoundPen,
} from "lucide-react";
import type { DeploymentMode } from "@paperclipai/shared";
import { Link } from "@/lib/router";
import { authApi } from "@/api/auth";
import { queryKeys } from "@/lib/queryKeys";
import { useSidebar } from "../context/SidebarContext";
import { useTheme } from "../context/ThemeContext";
import { Popover, PopoverContent, PopoverTrigger } from "@/components/ui/popover";
import { Avatar, AvatarFallback, AvatarImage } from "@/components/ui/avatar";
import { cn } from "../lib/utils";
const PROFILE_SETTINGS_PATH = "/instance/settings/profile";
const DOCS_URL = "https://docs.paperclip.ing/";
interface SidebarAccountMenuProps {
deploymentMode?: DeploymentMode;
instanceSettingsTarget: string;
version?: string | null;
}
interface MenuActionProps {
label: string;
description: string;
icon: LucideIcon;
onClick?: () => void;
href?: string;
external?: boolean;
}
function deriveInitials(name: string) {
const parts = name.trim().split(/\s+/).filter(Boolean);
if (parts.length >= 2) {
return `${parts[0]?.[0] ?? ""}${parts[parts.length - 1]?.[0] ?? ""}`.toUpperCase();
}
return name.slice(0, 2).toUpperCase();
}
function MenuAction({ label, description, icon: Icon, onClick, href, external = false }: MenuActionProps) {
const className =
"flex w-full items-start gap-3 rounded-xl px-3 py-3 text-left transition-colors hover:bg-accent/60";
const content = (
<>
<span className="mt-0.5 rounded-lg border border-border bg-background/70 p-2 text-muted-foreground">
<Icon className="size-4" />
</span>
<span className="min-w-0 flex-1">
<span className="block text-sm font-medium text-foreground">{label}</span>
<span className="block text-xs text-muted-foreground">{description}</span>
</span>
</>
);
if (href) {
if (external) {
return (
<a href={href} target="_blank" rel="noreferrer" className={className} onClick={onClick}>
{content}
</a>
);
}
return (
<Link to={href} className={className} onClick={onClick}>
{content}
</Link>
);
}
return (
<button type="button" className={className} onClick={onClick}>
{content}
</button>
);
}
export function SidebarAccountMenu({
deploymentMode,
instanceSettingsTarget,
version,
}: SidebarAccountMenuProps) {
const [open, setOpen] = useState(false);
const queryClient = useQueryClient();
const { isMobile, setSidebarOpen } = useSidebar();
const { theme, toggleTheme } = useTheme();
const { data: session } = useQuery({
queryKey: queryKeys.auth.session,
queryFn: () => authApi.getSession(),
retry: false,
});
const signOutMutation = useMutation({
mutationFn: () => authApi.signOut(),
onSuccess: async () => {
setOpen(false);
await queryClient.invalidateQueries({ queryKey: queryKeys.auth.session });
},
});
const displayName = session?.user.name?.trim() || "Board";
const secondaryLabel =
session?.user.email?.trim() || (deploymentMode === "authenticated" ? "Signed in" : "Local workspace board");
const accountBadge = deploymentMode === "authenticated" ? "Account" : "Local";
const initials = deriveInitials(displayName);
function closeNavigationChrome() {
setOpen(false);
if (isMobile) setSidebarOpen(false);
}
return (
<div className="border-t border-r border-border bg-background px-3 py-2">
<Popover open={open} onOpenChange={setOpen}>
<PopoverTrigger asChild>
<button
type="button"
className="flex w-full items-center gap-2.5 px-3 py-2 text-left text-[13px] font-medium text-foreground/80 transition-colors hover:bg-accent/50 hover:text-foreground"
aria-label="Open account menu"
>
<Avatar size="sm">
{session?.user.image ? <AvatarImage src={session.user.image} alt={displayName} /> : null}
<AvatarFallback>{initials}</AvatarFallback>
</Avatar>
<span className="min-w-0 flex-1 truncate">{displayName}</span>
</button>
</PopoverTrigger>
<PopoverContent
side="top"
align="start"
sideOffset={10}
className="w-[var(--radix-popover-trigger-width)] overflow-hidden rounded-t-2xl rounded-b-none border-border p-0 shadow-2xl"
>
<div className="h-24 bg-[linear-gradient(135deg,hsl(var(--primary))_0%,hsl(var(--accent))_55%,hsl(var(--muted))_100%)]" />
<div className="-mt-8 px-4 pb-4">
<div className="flex items-start gap-3">
<div className="rounded-2xl border-4 border-popover bg-popover p-0.5 shadow-sm">
<Avatar size="lg">
{session?.user.image ? <AvatarImage src={session.user.image} alt={displayName} /> : null}
<AvatarFallback>{initials}</AvatarFallback>
</Avatar>
</div>
<div className="min-w-0 flex-1 pt-1">
<div className="flex items-center gap-2">
<h2 className="truncate text-base font-semibold text-foreground">{displayName}</h2>
<span className="rounded-full bg-accent px-2 py-0.5 text-[10px] font-semibold uppercase tracking-wide text-muted-foreground">
{accountBadge}
</span>
</div>
<p className="truncate text-sm text-muted-foreground">{secondaryLabel}</p>
{version ? (
<p className="mt-1 text-xs text-muted-foreground">Paperclip v{version}</p>
) : null}
</div>
</div>
<div className="mt-4 space-y-1">
<MenuAction
label="Edit profile"
description="Update your display name and avatar."
icon={UserRoundPen}
href={PROFILE_SETTINGS_PATH}
onClick={closeNavigationChrome}
/>
<MenuAction
label="Instance settings"
description="Jump back to the last settings page you opened."
icon={Settings}
href={instanceSettingsTarget}
onClick={closeNavigationChrome}
/>
<MenuAction
label="Documentation"
description="Open Paperclip docs in a new tab."
icon={BookOpen}
href={DOCS_URL}
external
onClick={() => setOpen(false)}
/>
<MenuAction
label={theme === "dark" ? "Switch to light mode" : "Switch to dark mode"}
description="Toggle the app appearance."
icon={theme === "dark" ? Sun : Moon}
onClick={() => {
toggleTheme();
setOpen(false);
}}
/>
{deploymentMode === "authenticated" ? (
<button
type="button"
className={cn(
"flex w-full items-start gap-3 rounded-xl px-3 py-3 text-left transition-colors hover:bg-destructive/10",
signOutMutation.isPending && "cursor-not-allowed opacity-60",
)}
onClick={() => signOutMutation.mutate()}
disabled={signOutMutation.isPending}
>
<span className="mt-0.5 rounded-lg border border-border bg-background/70 p-2 text-muted-foreground">
<LogOut className="size-4" />
</span>
<span className="min-w-0 flex-1">
<span className="block text-sm font-medium text-foreground">
{signOutMutation.isPending ? "Signing out..." : "Sign out"}
</span>
<span className="block text-xs text-muted-foreground">
End this browser session.
</span>
</span>
</button>
) : null}
</div>
</div>
</PopoverContent>
</Popover>
</div>
);
}