Nexus/docs/audience-scoping-backlog.md

Audience Scoping Backlog

Date: 2026-03-30 Purpose: Historical record of the audience-scoping hardening batch and its exit state before larger architecture work begins.

Status Snapshot

Done

• blueprint.listSummaries: narrowed to planning-read
• blueprint.getGlobalFieldDefs: narrowed to planning-read with explicit auth coverage
• entitlement.getBalance, entitlement.getBalanceDetail: narrowed to self-service with elevated cross-resource access for controller, manager, and admin
• vacation.previewRequest: now enforces owned-resource access for normal users
• holidayCalendar.resolveResourceHolidays, holidayCalendar.resolveResourceHolidaysDetail: now enforce self-service ownership with elevated manager/admin reads
• assistant.listPendingApprovals: documented and covered as self-service
• assistant.chat: documented as an authenticated shell with tool-level audience enforcement
• resource.chapters: documented and covered as authenticated safe lookup
• resource.importSkillMatrix: documented as self-service and auth-verified
• project.isImageGenConfigured, project.isDalleConfigured: covered as authenticated low-risk configuration checks
• notification self-service and manager boundaries: auth-covered across list, unread counts, reminders, deletes, broadcasts, task creation, and assignment boundaries
• assistant-tools parity metadata: descriptions and parity assertions now match narrowed router audiences for resource overview, controller-only, self-service, and manager broadcast/task tools
• comment entity support now uses an explicit supported-entity registry with:
  • estimate visibility for controller, manager, and admin
  • resource visibility aligned to resource detail ownership and staff-access rules
  • entity-scoped mention candidate lookup instead of the narrower assignment user directory

Dirty Files To Avoid Mixing Into This Batch

• packages/api/src/__tests__/assistant-tools-advanced.test.ts
• packages/api/src/router/notification.ts
• packages/api/src/__tests__/assistant-tools-import-export.test.ts
• packages/api/src/__tests__/notification-router.test.ts

These files already have unrelated local edits. Audience parity work that would normally touch them should be deferred or handled through adjacent files and dedicated follow-up tests.

Final Batch Outcome

Completed In This Batch

• packages/api/src/router/blueprint.ts -> getGlobalFieldDefs
• packages/api/src/router/assistant.ts -> listPendingApprovals
• packages/api/src/router/assistant.ts -> chat matrix clarification
• packages/api/src/router/resource.ts -> chapters
• packages/api/src/router/resource.ts -> importSkillMatrix
• packages/api/src/router/project.ts -> isImageGenConfigured, isDalleConfigured

No Further Small Slices Remain In This Batch

• the previously identified small hardening and tests/docs candidates were completed, including the notification auth follow-up and assistant tool parity metadata cleanup
• the formerly architectural comment follow-up is also completed through explicit entity onboarding and mention-audience alignment
• no additional audience-scoping slice remains that is both small and isolated enough to justify another batch before larger architecture work

Next Major Themes

1. add broader authorization regression coverage and long-lived guardrails around the narrowed route audiences
2. reduce oversized routers and UI ownership surfaces so audience rules stay reviewable
3. keep runtime secret policy and role/audience boundaries aligned as adjacent architecture guardrails

Slice Definition

Each “ready now” slice should follow the same template:

1. change the router audience only if the current procedure is too broad
2. add focused auth tests for unauthenticated, plain authenticated, and elevated callers as applicable
3. update route-access-matrix.md
4. verify with targeted vitest
5. run git diff --check
6. commit in isolation

Exit Criteria For This Batch

• every route in this document is classified as either done, ready now, tests/docs only, needs architecture, or blocked
• every formerly ready now route now has router-level authorization coverage or explicit low-risk documentation
• the access matrix documents all low-risk exceptions explicitly
• larger architecture work starts only after this batch is either completed or intentionally deferred

Status:

• this batch is complete
• keep this file as a historical artifact, not as an active backlog