pal-e-docs

Review: Client-scoped read-only access to pal-e-docs project boards

review-1190-2026-05-09 Review

review ready
Project

Verdict: READY

Re-review after three refinements applied. Previous verdict was NEEDS_REFINEMENT.

Template Completeness

  • [x] Type -- Spike
  • [x] Lineage -- Standalone, with session context
  • [x] Repo -- Multiple: ldraney/pal-enterprises, pal-e-docs, pal-e-services
  • [x] Question -- Clear either/or framing (native multi-tenancy vs proxy vs hybrid)
  • [x] What to Explore -- Six bullet areas covering API surface, two option paths, Keycloak mapping, Forgejo access, read-only enforcement
  • [x] Success Criteria -- Four items, properly framed for a spike (decision + follow-up tickets)
  • [x] Time-box -- "1 session"
  • [x] Related -- References project page, related issues (#12, #9), and Keycloak infra dependencies (#357, #358)
All required spike template sections present and complete.

Traceability

  • [x] story:client-portal label -- present on board item
  • [x] story note verified -- found in project-pal-enterprises user-stories table (key=client-portal, Role=Client, Success Metric="Client can view their project board and active work via read-only agency link")
  • [x] arch:multi-tenant label -- present on board item
  • [x] arch note verified -- arch-multi-tenant note exists in pal-e-docs (placeholder, content pending spike completion). Tags: architecture, active. Project: pal-enterprises.
  • [x] Forgejo issue -- https://forgejo.tail5b443a.ts.net/ldraney/pal-enterprises/issues/13, state: open
All three traceability legs verified. Previous gaps (missing story note, missing arch note) have been resolved.

File Targets

N/A -- Spike type. No file targets expected or present. Correct per template.

Repo Placement

OK. Issue is filed on ldraney/pal-enterprises. Issue body correctly identifies this as a multi-repo investigation (pal-enterprises, pal-e-docs, pal-e-services). For a spike, filing on the primary consumer repo is appropriate.

Dependencies

  • #12 (board item 1189) -- "Create pal-enterprises-docs RoR repo" (5pt feature, backlog). Soft dependency -- spike decision shapes #12 implementation. Documented in Related.
  • #9 (board item 1187) -- "Owner dashboard: lead pipeline + client management" (5pt feature, backlog). Admin counterpart to client portal. Soft dependency. Documented in Related.
  • pal-e-platform #357 (board item 1183) -- "NetworkPolicy: allow pal-enterprises to Postgres + Keycloak" (2pt infra, todo). Prerequisite for Keycloak testing. Now documented in Related.
  • pal-e-platform #358 (board item 1192) -- Keycloak infra (3pt, backlog). Related to Keycloak mapping exploration. Now documented in Related.
All dependencies now documented in the issue body's Related section. Previous gap (#357, #358 missing from Related) has been resolved.

Acceptance Criteria

The spike uses "Success Criteria" (correct for spike type). All four criteria are investigation-oriented and agent-verifiable:
  • "Architecture decision documented" -- check for decision note artifact
  • "Keycloak role mapping strategy defined" -- check for documented strategy
  • "Follow-up feature ticket(s) created" -- check for new Forgejo issues
  • "Or: no action if simpler alternative discovered" -- check for closing comment

Blast Radius

Acceptable for a spike. Investigation only, no code changes. Follow-up tickets should scope blast radius carefully (pal-e-docs API changes, Keycloak realm config, Forgejo auth integration).

Decomposition Assessment

Spike type, time-boxed to 1 session. No file targets, no code changes. 4 success criteria, all investigation-oriented. Single agent can complete in one pass. No decomposition needed.

Refinements Applied (since previous review)

  • [x] [SCOPE] story:client-portal added to project-pal-enterprises user-stories table -- VERIFIED
  • [x] [SCOPE] arch-multi-tenant architecture note created as placeholder -- VERIFIED (slug: arch-multi-tenant, note_type: doc, tags: architecture/active)
  • [x] [BODY] Related section updated to include #357 and #358 (Keycloak infra dependencies) -- VERIFIED

Recommendations

No action needed. All previous refinements verified. Ticket is ready for next_up.