Previously the GDPR export trigger + download routes were gated by
admin.manage_settings, so sales roles couldn't run a client data export.
Per request, make it a dedicated, toggleable permission that's on by
default for sales-capable roles and hides the button when withheld.
- New RolePermissions leaf clients.gdpr_export (+ PERMISSION_CATALOG entry);
strict type forces every role map + fixture to declare it.
- Granted true for super_admin / director / sales_manager / sales_agent;
false for viewer / residential_partner.
- GDPR export POST (trigger) and [exportId] GET (download) re-gated from
admin.manage_settings -> clients.gdpr_export.
- GdprExportButton visibility now keys off clients.gdpr_export, so toggling
it off per-user hides the function entirely.
- Migration 0098 backfills the key onto existing role rows (idempotent).
Verified end-to-end as a Sales user: trigger (202) -> worker build (ready)
-> list (200) -> download (200). 1664 vitest pass; tsc + eslint clean.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
- Collapse the two sales roles in the create-user dropdown to one "Sales"
(sales_manager relabelled). Hide super_admin + sales_agent from selection
via NON_ASSIGNABLE_ROLE_NAMES; the form keeps a user's *current* role even
if hidden so existing assignments stay editable.
- Director becomes a senior-title twin of Sales: DIRECTOR_PERMISSIONS now
equals SALES_MANAGER_PERMISSIONS (no admin/settings — Super-Admin only).
Migration 0097 updates the existing global director row (idempotent,
data-only; 0 users assigned on prod, so no blast radius).
- Admin create-user defaults to emailing a set-password link instead of an
inline password (manual entry still available via a toggle). createUserSchema:
password optional + sendSetupEmail; createUser provisions with a throwaway
password then triggers the set-password email.
- New users get a dedicated, unique WELCOME email (crmWelcomeEmail), not the
self-service "reset your password" email. A pending-welcome flag routes the
shared better-auth sendResetPassword callback via account-setup-email.ts.
- Phone confirmed already optional for staff accounts (no change needed).
Tests: +welcome-routing, +create-user-setup; permission-matrix director block
realigned to no-admin. 1662 vitest pass; tsc + eslint clean.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Bundles the prior autonomous-session output that was sitting unstaged:
- Em-dash sweep across src/ + tests/ (en-dash/em-dash to hyphen, ~2280 instances)
- country-flag-icons rollout (CountryFlag component, replaces emoji glyphs that
never rendered on Windows; lazy-loads the 3x2 SVG index as a single chunk
after the per-subpath dynamic-import approach silently failed in webpack)
- Admin IA Phase 1+2: 7-domain regroup, 41 to 38 pages, /admin/berths index,
redirects (ocr to ai, reports to dashboard, invitations to users),
docs/admin-ia-proposal.md
- Per-template email tester (registry + endpoint + UI on Email admin page)
- Cancel-document mode picker (delete-from-Documenso vs keep-for-audit)
- Dashboard PDF report: 25 widgets, SVG charts, date-range picker, 11 resolvers
- Customize-widgets per-region sortables at xl+ (charts/rails/feed); single
flat sortable below xl when the layout stacks; per-viewport saved orders
- Audit doc updates capturing each shipped item
- Lint fixes: react-compiler immutability in DonutChart (reduce instead of
let-reassign), set-state-in-effect disables in CountryFlag and
UploadForSigning preview-bytes effect, unused 'confirm' destructures in
interest contract + reservation tabs, unescaped apostrophe in test-template
card copy
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>
Mirrors files.manage_folders. Gates create / rename / move / delete
of document folders, plus moving documents between folders. Reps with
documents.edit but not manage_folders can rename docs in place but
can't reorganise the tree. Admin + sales_manager get the perm by
default; sales_rep + viewer don't.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Splits seed bootstrap (ports/roles/profile) into a shared module so
two seed entry points can share it:
- pnpm db:seed realistic NocoDB-shaped fixture (existing)
- pnpm db:seed:synthetic 12 clients, one per pipeline stage + archive
variants (rich metadata for restore wizard)
scripts/db-reset.ts truncates all data tables (preserves migrations);
guarded by --confirm and a localhost host check. Companion npm scripts:
- pnpm db:reset
- pnpm db:reseed:realistic
- pnpm db:reseed:synthetic
scripts/dev-open-browser.ts launches a headed Chromium with no viewport
override (uses the host monitor's natural size), pre-fills the login
form for the requested role.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
