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PaperClipAI/maps/feature-map/access.md
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DottaandPaperclip 7d9b93aee2 docs: establish paired feature and agent access maps (#16025)
## 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>
2026-10-12 14:52:28 -05:00

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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](../../ui/src/pages/Auth.tsx), [company members](../../ui/src/pages/CompanyAccess.tsx), [invitation](../../ui/src/pages/InviteLanding.tsx).
Agent access: [companion](../agent-access-map/access.md).
## 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](./README.md#before-driving-a-journey). 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](../../ui/src/pages/Auth.test.tsx) and [session routes](../../server/src/__tests__/auth-session-route.test.ts) 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](../../ui/src/pages/CompanyAccess.test.tsx) and [invite replay](../../server/src/__tests__/invite-accept-replay.test.ts) 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](../../cli/src/__tests__/board-auth.test.ts) and [token commands](../../cli/src/__tests__/token.test.ts) 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.