feat(permissions): carve out dedicated payments resource

Payments (deposit / balance / refund records on an interest) used to
share `invoices.record_payment`, which forces a port that doesn't
issue invoices at all to still navigate the invoicing permission
group to grant its sales reps payment-recording rights. Splitting
the resource lets admins gate the two surfaces independently.

The new resource has three actions:
  - view   — gates the UI affordance (API reads still go through
             `interests.view`)
  - record — POST / PATCH a payment
  - delete — DELETE a payment record

Seed maps updated for all six system roles; existing role rows +
per-user permission overrides are backfilled by migration 0064 so
upgrades don't silently lose access. Two call sites (POST /interests/
[id]/payments, PATCH /payments/[id]) → payments.record; one
(DELETE /payments/[id]) → payments.delete. The PermissionGates on the
payments-section UI swap to the new keys.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
2026-05-14 03:46:01 +02:00
parent 6b28459c45
commit 905852b8a5
10 changed files with 64 additions and 5 deletions

View File

@@ -50,6 +50,7 @@ export const ALL_PERMISSIONS: RolePermissions = {
record_payment: true,
export: true,
},
payments: { view: true, record: true, delete: true },
files: { view: true, upload: true, edit: true, delete: true, manage_folders: true },
email: { view: true, send: true, configure_account: true },
reminders: {
@@ -128,6 +129,7 @@ export const DIRECTOR_PERMISSIONS: RolePermissions = {
record_payment: true,
export: true,
},
payments: { view: true, record: true, delete: true },
files: { view: true, upload: true, edit: true, delete: true, manage_folders: true },
email: { view: true, send: true, configure_account: true },
reminders: {
@@ -206,6 +208,7 @@ export const SALES_MANAGER_PERMISSIONS: RolePermissions = {
record_payment: true,
export: true,
},
payments: { view: true, record: true, delete: true },
files: { view: true, upload: true, edit: true, delete: false, manage_folders: true },
email: { view: true, send: true, configure_account: true },
reminders: {
@@ -284,6 +287,7 @@ export const SALES_AGENT_PERMISSIONS: RolePermissions = {
record_payment: true,
export: true,
},
payments: { view: true, record: true, delete: true },
files: { view: true, upload: true, edit: false, delete: false, manage_folders: false },
email: { view: true, send: true, configure_account: true },
reminders: {
@@ -362,6 +366,7 @@ export const VIEWER_PERMISSIONS: RolePermissions = {
record_payment: false,
export: false,
},
payments: { view: true, record: false, delete: false },
files: { view: true, upload: false, edit: false, delete: false, manage_folders: false },
email: { view: true, send: false, configure_account: false },
reminders: {
@@ -443,6 +448,7 @@ export const RESIDENTIAL_PARTNER_PERMISSIONS: RolePermissions = {
record_payment: false,
export: false,
},
payments: { view: false, record: false, delete: false },
files: { view: false, upload: false, edit: false, delete: false, manage_folders: false },
email: { view: false, send: false, configure_account: false },
reminders: {