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PaperClipAI/feature-map/access.md
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DottaandPaperclip cc88b61c09 feat: add portable verification skills and refresh the feature map (#15983)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Contributors use the feature map to select verification recipes.
> - The repository needs separate skills to create a verifier, maintain
recipes, and run checks.
> - Shared recipes must match current routes, controls, and
prerequisites.
> - This pull request adds portable verification skills and updates the
existing map.
> - The benefit is a repeatable verification workflow with clear
ownership and evidence limits.

## Linked Issues or Issue Description

Refs: #15288, which added the existing feature map. The related test
cleanup in #15978 changes test ownership; this PR changes skill
instructions and recipes.

**Issue type**

Missing documentation and outdated verification instructions.

**Where is the issue?**

The project-local skills in `.agents/skills/` and the recipes in
`feature-map/`.

**What's wrong?**

The repository lacks the portable creation and maintenance skills. The
verifier mixes live verification with map editing. Some recipes describe
old controls or omit required flags, identities, and provider setup.

**Suggested fix**

Import the skills and their complete references from Paperclip's pstack
fork. Keep the existing map in its current directory. Let the verifier
read recipes and report drift. Let the maintenance skill update the map.

## What Changed

- Add `create-verification-skill` and `maintain-verification-skill` from
the portable fork of Poteto's pstack. Include invocation policies, all
feature-map examples, self-contained attribution notices and the full
MIT license in each skill folder.
- Use the existing `feature-map/` directory and Poteto's recipe format.
Omit the fork's separate runtime skill and runtime-skill dependencies
because Paperclip supplies execution.
- Add `verify-paperclip` with executable launch, readiness, onboarding,
and cleanup helpers. Use isolated temporary data and separate evidence
directories.
- Make `verify-paperclip` consume the map and report recipe drift. Give
map editing to `maintain-verification-skill`.
- Review all 35 feature files and correct 30 recipes. Clarify routes,
flags, current controls, persistence scope, and the limits of linked
tests.
- Remove the unrelated Conference Room flag change from the onboarding
smoke helper.
- Add a standard-library ownership test. It proves that doctor and stop
reject a foreign checkout without stopping its live server. A
delayed-exit fixture also proves cleanup waits for runtime exit.
- Keep audit screenshots and scratch reports outside the repository. No
product code, migrations, lockfile, or workflow changes.

## Verification

- Passed after rebase: metadata validation for all three skills, Python
syntax and executable checks, JavaScript syntax, 35-entry map/index
consistency, relative links, license preservation, and `git diff
--check`.
- Ran one isolated live audit before rebase. Checked task persistence,
document upload/download bytes, goal hierarchy, project edits, search,
local process Agent Chat, question replies, queued-message discard/stop,
and a harmless loopback MCP call.
- Checked local settings and draft flows. Synthetic cost events reached
a small budget limit and paused the test agent. These checks do not
prove external model quality or provider billing.
- Checked cleanup of the audit server, database, local MCP fixture, and
workspace service inventory.
- Passed: `pnpm -r typecheck`.
- Greptile: 5/5 on commit `4344ac4df7`. The cleanup finding is fixed and
its review thread is resolved. A fresh review is pending for the notice
relocation.
- Passed: `python3 -m unittest discover -s
.agents/skills/verify-paperclip/tests -v`. Both tests pass: the foreign
fixture stayed alive after rejection, and owned cleanup waited for
delayed runtime exit.
- Passed: `pnpm build`.
- All GitHub CI checks were green on commit `4344ac4df7`. The cloud-auth
browser shard passed after one retry for a disposed mocked API response.
The notice relocation passed skill metadata, relative-link, and
license-preservation checks; fresh CI/review is pending.
- The full local `pnpm test:run` did not complete. It was interrupted
after nearly 30 minutes once the complete CI suite passed on the same
commit. Exit code: 130. The new helper safety tests passed locally. The
local full-suite checklist item stays unchecked.
- Full live coverage is incomplete. Authenticated multi-user checks and
external provider journeys need their own identities, credentials, and
targets.
- The corrected onboarding helper could not be re-tested after removing
the flag mutation. Two fresh launches failed before server startup.
Direct PostgreSQL initialization reported exhausted shared-memory IDs or
limits. The host had free disk space. No host-wide limits or unrelated
instances were changed.

## Risks

- Recipe drift can return as the UI changes. The map records
verification scope, not proof of a passed journey.
- The new helpers assume a source checkout with installed dependencies,
Python, Node, and `lsof`. The onboarding helper also needs Playwright.
- The local audit found observations that need separate investigation:
an action test returned fixture data while the connection control showed
Off and native profiles existed; a failed status-card setup task left
the card showing Setting up. Workspace service start also did not reach
a running state. This PR does not change product behavior or redefine
those outcomes as success.
- The main audit trace did not finalize during browser shutdown.
Screenshots, text captures, and iteration results were retained.
- Live evidence was captured before rebase. The onboarding helper
re-test and full provider/auth qualification remain incomplete.

## Model Used

OpenAI GPT-6 through Codex assisted with this change. The session does
not expose the exact serving model ID, configured context-window size,
or reasoning setting. Capabilities used: source analysis, read-only
source subagents, file edits, shell commands, and browser automation.

## 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 checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [ ] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-12 13:31:44 -05:00

3.3 KiB
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Login, invitations, and access

People and agents enter the correct instance and company with the permissions granted to their identity. Login, membership, resource access, and CLI authorization have separate controls.

Implementation: auth page, company members, invitation.

Sub-features

  • login: sign in or claim the board in the configured deployment mode.
  • invitations: join through a valid invite and handle expired or already-used links.
  • membership: review join requests and manage company/instance membership and permissions.
  • resources: respect company and resource boundaries on deep links and mutations.
  • cli-auth: authorize a CLI session and revoke or replace credentials.

How to get to it (user POV)

login

Open /auth; first-owner bootstrap uses /board-claim/:token when configured.

invite-members

Open /invite/:token; operators manage members in company settings and join requests at /inbox/requests. Create/revoke human links at Members → Invites (/company/settings/members?tab=invites). Human invitees receive the chosen role after sign-in; agent invitations still use join-request approval.

cli-authorization

Start the CLI auth/connect flow and approve its /cli-auth/:id browser page; instance access is under Settings when visible.

Driving it with Playwright and the Paperclip CLI

Preconditions: follow the baseline. For login tests use authenticated mode and two test users; local-trusted mode does not prove session enforcement. Use two companies for isolation checks.

login

Automated: auth UI and session routes cover their respective layers.

Manual: Sign in, reload a company deep link, sign out, and revisit it. Confirm the browser requests authentication rather than showing cached company data. Test an invalid claim separately on disposable state.

invite-members

Automated: member UI and invite replay provide component and route evidence.

Manual: Accept an invite as the intended user, inspect the resulting company and permissions, then reuse and expire disposable invites. Change a member permission, reload as that member, and verify a denied operation on another company remains denied.

cli-authorization

Automated: board auth client and token commands cover the client contracts.

Manual: Authorize the intended CLI context, make a read-only company request, then revoke its token and retry. Verify failure is explicit and does not silently fall back to another identity.

Use auth login, auth whoami, and auth revoke-current with explicit context. Retry with the same bearer to prove revocation; deleting local credentials with logout alone does not establish that server revocation succeeded.

Gotchas

  • Settings visibility is not authorization; direct requests still need permission checks.
  • An agent bearer key must not gain another company’s access.
  • Never put invite tokens, session cookies, or API keys in verification evidence.