Files
paperclip/doc/PUBLISHING.md
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

6.0 KiB

Publishing to npm

Low-level reference for how Paperclip packages are prepared and published to npm.

For the maintainer workflow, use doc/RELEASING.md. This document focuses on packaging internals.

Current Release Entry Points

Use these scripts:

Paperclip no longer uses release branches or Changesets for publishing.

Why the CLI needs special packaging

The CLI package, paperclipai, imports code from workspace packages such as:

  • @paperclipai/server
  • @paperclipai/db
  • @paperclipai/shared
  • adapter packages under packages/adapters/

Those workspace references are valid in development but not in a publishable npm package. The release flow rewrites versions temporarily, then builds a publishable CLI bundle.

build-npm.sh

Run:

./scripts/build-npm.sh

This script:

  1. runs the forbidden token check unless --skip-checks is supplied
  2. runs pnpm -r typecheck
  3. bundles the CLI entrypoint with esbuild into cli/dist/index.js
  4. verifies the bundled entrypoint with node --check
  5. rewrites cli/package.json into a publishable npm manifest and stores the dev copy as cli/package.dev.json
  6. copies the repo README.md into cli/README.md for npm metadata

After the release script exits, the dev manifest and temporary files are restored automatically.

Package discovery and versioning

Public packages are discovered from:

  • packages/
  • server/
  • ui/
  • cli/

The version rewrite step now uses scripts/release-package-map.mjs, which:

  • finds all public packages
  • sorts them topologically by internal dependencies
  • rewrites each package version to the target release version
  • rewrites internal workspace:* dependency references to the exact target version
  • updates the CLI's displayed version string

Those rewrites are temporary. The working tree is restored after publish or dry-run.

@paperclipai/ui packaging

The UI package publishes prebuilt static assets, not the source workspace.

The ui package uses scripts/generate-ui-package-json.mjs during prepack to swap in a lean publish manifest that:

  • keeps the release-managed name and version
  • publishes only dist/
  • omits the source-only dependency graph from downstream installs

After packing or publishing, postpack restores the development manifest automatically.

Manual first publish for @paperclipai/ui

If you need to publish only the UI package once by hand, use the real package name:

  • @paperclipai/ui

Recommended flow from the repo root:

# optional sanity check: this 404s until the first publish exists
npm view @paperclipai/ui version

# make sure the dist payload is fresh
pnpm --filter @paperclipai/ui build

# confirm your local npm auth before the real publish
npm whoami

# safe preview of the exact publish payload
cd ui
pnpm publish --dry-run --no-git-checks --access public

# real publish
pnpm publish --no-git-checks --access public

Notes:

  • Publish from ui/, not the repo root.
  • prepack automatically rewrites ui/package.json to the lean publish manifest, and postpack restores the dev manifest after the command finishes.
  • If npm view @paperclipai/ui version already returns the same version that is in ui/package.json, do not republish. Bump the version or use the normal repo-wide release flow in scripts/release.sh.

If the first real publish returns npm E404, check npm-side prerequisites before retrying:

  • npm whoami must succeed first. An expired or missing npm login will block the publish.
  • For an organization-scoped package like @paperclipai/ui, the paperclipai npm organization must exist and the publisher must be a member with permission to publish to that scope.
  • The initial publish must include --access public for a public scoped package.
  • npm also requires either account 2FA for publishing or a granular token that is allowed to bypass 2FA.

Version formats

Paperclip uses calendar versions:

  • stable: YYYY.MDD.P
  • canary: YYYY.MDD.P-canary.N

Examples:

  • stable: 2026.318.0
  • canary: 2026.318.1-canary.2

Publish model

Canary

Canaries publish under the npm dist-tag canary.

Example:

  • paperclipai@2026.318.1-canary.2

This keeps the default install path unchanged while allowing explicit installs with:

npx paperclipai@canary onboard

Stable

Stable publishes use the npm dist-tag latest.

Example:

  • paperclipai@2026.318.0

Stable publishes do not create a release commit. Instead:

  • package versions are rewritten temporarily
  • packages are published from the chosen source commit
  • git tag vYYYY.MDD.P points at that original commit

Trusted publishing

The intended CI model is npm trusted publishing through GitHub OIDC.

That means:

  • no long-lived NPM_TOKEN in repository secrets
  • GitHub Actions obtains short-lived publish credentials
  • trusted publisher rules are configured per workflow file

See doc/RELEASE-AUTOMATION-SETUP.md for the GitHub/npm setup steps.

Rollback model

Rollback does not unpublish anything.

It repoints the latest dist-tag to a prior stable version:

./scripts/rollback-latest.sh 2026.318.0

This is the fastest way to restore the default install path if a stable release is bad.