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## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Contributors use the feature map to understand and verify product capabilities. > - Agents need APIs and usable entry points within their permission boundaries. > - Product recipes and agent access need separate records with shared capability IDs. > - This pull request establishes that contract and gives maintenance ownership of both maps. > - The benefit is repeatable access review without changing product behavior or permissions. ## Linked Issues or Issue Description Refs: #15983, which added the portable verification skills and updated the feature map. This is its contract-only follow-up. Related: #15288 added the original feature map. **Issue type** Missing documentation and maintenance contract. **Where is the issue?** The product map, its missing agent access companions, and the verification skills. **What's wrong?** There is no shared convention for API presence, agent entry points, permission boundaries, access gaps, or evidence. An API declaration does not prove that a permitted native or remote agent can use it. **Suggested fix** Keep the product and agent access maps as siblings under `maps/`. Reuse capability IDs. Record representative source inventory separately from operation review and live proof. Keep both maps aligned through the maintenance skill. ## What Changed - Move the existing product map to `maps/feature-map/`. Preserve its recipes and Poteto format. Update relative links and add companion links. - Add `maps/agent-access-map/` with 35 area files and 171 matching capability IDs. Seed representative API operations, agent paths, policies and known gaps from the reviewed source inventory. Mark entries as `baseline`, `source-only`, and live verification `not-run`. - Define the shared contract in `maps/README.md`. Track API presence, agent availability, policy, evidence and review depth separately. Require operation enumeration before marking a broad capability operation-reviewed. - Extend `maintain-verification-skill` to reconcile both maps and inspect actual route policy and production tool admission. Update creation, verification, notices and contributor references to use the shared contract. - Add `scripts/check-maps.mjs` and ten regression tests. Check matching areas/IDs, indexes, references, contract fields, API method/path examples, justified exceptions and evidence-state consistency. - Keep the coverage inventory unchanged. Preserve skill invocation policies and both MIT license blocks. No product API, permission, UI, runtime helper, migration, dependency or workflow changes. ## Verification - Passed: `node scripts/check-maps.mjs` reports 35 paired areas and 171 matching capability IDs. All local map references resolve. - Passed: `node --test scripts/check-maps.test.mjs` runs ten tests. Fixtures cover missing companions, renamed/orphan/duplicate IDs, broken references, missing operation fields, empty exceptions, missing API examples, empty policy fields, and verified evidence without passed verification. - Passed: metadata validation for all three verification skills. Skill and contributor links resolve. Invocation policies and both license blocks are unchanged. - Compared relocated recipes with current master. Contents differ only in relative links and companion links. `coverage.json` is byte-for-byte unchanged. Master's updated read-only interaction test reference is retained. - Passed: `git diff --check`. The branch starts from current master and contains only this contract change. - Repository-wide typecheck, tests and build were not run locally for this documentation and Node structural-check scope. Live agent access was not exercised. Those gaps are explicit in the baseline entries; the structural check does not certify behavior. CI and automated review are pending. ## Risks - The companions are representative source baselines. They are not complete operation inventories or passed agent journeys. - The checker cannot establish actual permissions, native tool admission, operation completeness or truthful live evidence. Maintenance must inspect source and verify with the actual permitted agent context. - External links to the old product-map directory may need updates. Repository references have been updated. - Existing access gaps and board/user restrictions remain recorded. This contract does not change authority or implement missing paths. ## 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, file edits, shell commands, and structural regression tests. ## 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 - [x] 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>
64 lines
3.4 KiB
Markdown
64 lines
3.4 KiB
Markdown
# Hiring, agent configuration, and organization
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Operators hire agents, configure their identity and instructions, assign reporting relationships, and manage their lifecycle. Built-in agents have their own setup and lifecycle constraints.
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Implementation: [hiring](../../ui/src/pages/NewAgent.tsx), [configuration](../../ui/src/components/AgentConfigForm.tsx), [organization](../../ui/src/pages/OrgChart.tsx).
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Agent access: [companion](../agent-access-map/agents.md).
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## Sub-features
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- `hire`: choose identity, adapter, model, and required account settings; edit
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reporting relationships through the agent configuration afterward.
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- `instructions`: edit agent configuration and instruction files with durable revisions.
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- `organization`: inspect and change reporting relationships through supported controls.
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- `lifecycle`: pause/resume or retire an agent while preserving history.
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- `built-in`: configure required agents without treating them as ordinary removable hires.
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## How to get to it (user POV)
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### `hire-agent`
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Use New agent from the roster or `/agents/new`.
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### `agent-configuration`
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Open `/agents/:agentId` and the configuration/instruction surfaces it exposes.
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### `organization`
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Use the roster’s organization view; `/org` redirects to the roster in the streamlined shell.
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## Driving it with Playwright and the Paperclip CLI
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Preconditions: follow the [baseline](./README.md#before-driving-a-journey). Use a disposable company and supported adapter; hiring may require a formal approval.
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### `hire-agent`
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Automated: [new agent page](../../ui/src/pages/NewAgent.test.tsx) and [configuration form](../../ui/src/components/AgentConfigForm.render.test.tsx) cover mocked UI behavior.
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Manual: Hire an agent with a distinct name and role. Complete any required approval, reload the roster, and open its configuration. Confirm manager, adapter, and model persisted; run a small task to prove execution readiness.
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The current hiring wizard assigns the first hire CEO and subsequent hires
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General reporting to the CEO. Change manager/role afterward through supported
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configuration. Process/HTTP agents can be created through API/CLI but are excluded
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from the hiring picker; API fixture creation does not prove this UI journey.
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### `agent-configuration`
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Automated: [instruction service](../../server/src/__tests__/agent-instructions-service.test.ts) and [instruction revisions](../../server/src/__tests__/agent-instruction-revisions.test.ts) cover file/revision contracts.
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Manual: Save a harmless instruction edit, reload, and verify its revision and effect in the next eligible run. Pause and resume the disposable agent; confirm pause prevents new work and does not erase previous runs.
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### `organization`
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Automated: [org chart](../../ui/src/pages/OrgChart.test.tsx) is component evidence. Built-in setup also has [configuration modal tests](../../ui/src/components/ConfigureBuiltInAgentModal.test.tsx).
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Manual: Inspect a manager and report, change the relationship through the offered controls, and reload both views. Exercise a rejected invalid relationship. Configure a built-in agent and verify it retains its required identity and restrictions.
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## Gotchas
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- A roster entry is not proof of an authenticated or invokable adapter.
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- Pending hires may live in approval/task surfaces rather than the active roster.
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- Skill and tool grants are separate: see [skills](./skills.md) and [app permissions](./app-permissions.md).
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