Update staff roles, documentation, and add tenant API

Staff Roles:
- Remove Support Staff default role (now Manager and Staff only)
- Add position field for custom role ordering
- Update StaffRolesSettings with improved permission UI
- Add RolePermissions component for visual permission display

Documentation Updates:
- HelpStaff: Explain two-tier permission system (User Roles + Staff Roles)
- HelpSettingsStaffRoles: Update default roles, add settings access permissions
- HelpComprehensive: Update staff roles section with correct role structure
- HelpCustomers: Add customer creation and onboarding sections
- HelpContracts: Add lifecycle, snapshotting, and signing experience docs
- HelpSettingsAppearance: Update with 20 color palettes and navigation text

Tenant API:
- Add new isolated API at /tenant-api/v1/ for third-party integrations
- Token-based authentication with scope permissions
- Endpoints: business, services, resources, availability, bookings, customers, webhooks

Tests:
- Add test coverage for Celery tasks across modules
- Reorganize schedule view tests for better maintainability

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
This commit is contained in:
poduck
2025-12-24 20:46:36 -05:00
parent d8d3a4e846
commit 464726ee3e
47 changed files with 7826 additions and 2723 deletions

View File

@@ -5,18 +5,20 @@
* Roles control what menu items and features are accessible to staff members.
*/
import React, { useState, useMemo } from 'react';
import React, { useState, useMemo, useRef } from 'react';
import { useTranslation } from 'react-i18next';
import { useOutletContext } from 'react-router-dom';
import { Shield, Plus, X, Pencil, Trash2, Users, Lock, Check } from 'lucide-react';
import { Business, User, StaffRole, PermissionDefinition } from '../../types';
import { Shield, Plus, X, Pencil, Trash2, Users, Lock, Check, GripVertical } from 'lucide-react';
import { Business, User, StaffRole } from '../../types';
import {
useStaffRoles,
useAvailablePermissions,
useCreateStaffRole,
useUpdateStaffRole,
useDeleteStaffRole,
useReorderStaffRoles,
} from '../../hooks/useStaffRoles';
import { RolePermissionsEditor } from '../../components/staff/RolePermissions';
const StaffRolesSettings: React.FC = () => {
const { t } = useTranslation();
@@ -30,8 +32,12 @@ const StaffRolesSettings: React.FC = () => {
const createStaffRole = useCreateStaffRole();
const updateStaffRole = useUpdateStaffRole();
const deleteStaffRole = useDeleteStaffRole();
const reorderStaffRoles = useReorderStaffRoles();
const [isModalOpen, setIsModalOpen] = useState(false);
const [draggedRoleId, setDraggedRoleId] = useState<number | null>(null);
const [dragOverRoleId, setDragOverRoleId] = useState<number | null>(null);
const draggedRef = useRef<number | null>(null);
const [editingRole, setEditingRole] = useState<StaffRole | null>(null);
const [formData, setFormData] = useState({
name: '',
@@ -82,57 +88,10 @@ const StaffRolesSettings: React.FC = () => {
setError(null);
};
const togglePermission = (key: string) => {
setFormData((prev) => {
const newValue = !prev.permissions[key];
const updates: Record<string, boolean> = { [key]: newValue };
// If enabling any settings sub-permission, also enable the main settings access
if (newValue && key.startsWith('can_access_settings_')) {
updates['can_access_settings'] = true;
}
// If disabling the main settings access, disable all sub-permissions
if (!newValue && key === 'can_access_settings') {
Object.keys(allPermissions.settings).forEach((settingKey) => {
if (settingKey !== 'can_access_settings') {
updates[settingKey] = false;
}
});
}
return {
...prev,
permissions: {
...prev.permissions,
...updates,
},
};
});
};
const toggleAllPermissions = (category: 'menu' | 'settings' | 'dangerous', enable: boolean) => {
const permissions = category === 'menu'
? allPermissions.menu
: category === 'settings'
? allPermissions.settings
: allPermissions.dangerous;
const updates: Record<string, boolean> = {};
Object.keys(permissions).forEach((key) => {
updates[key] = enable;
});
// If enabling any settings permissions, ensure main settings access is also enabled
if (category === 'settings' && enable) {
updates['can_access_settings'] = true;
}
const handlePermissionsChange = (newPermissions: Record<string, boolean>) => {
setFormData((prev) => ({
...prev,
permissions: {
...prev.permissions,
...updates,
},
permissions: newPermissions,
}));
};
@@ -185,6 +144,67 @@ const StaffRolesSettings: React.FC = () => {
return Object.values(permissions).filter(Boolean).length;
};
// Drag and drop handlers
const handleDragStart = (e: React.DragEvent, roleId: number) => {
e.dataTransfer.setData('text/plain', String(roleId));
e.dataTransfer.effectAllowed = 'move';
draggedRef.current = roleId;
setDraggedRoleId(roleId);
};
const handleDragEnd = () => {
setDraggedRoleId(null);
setDragOverRoleId(null);
draggedRef.current = null;
};
const handleDragOver = (e: React.DragEvent, roleId: number) => {
e.preventDefault();
e.stopPropagation();
e.dataTransfer.dropEffect = 'move';
if (draggedRef.current && draggedRef.current !== roleId) {
setDragOverRoleId(roleId);
}
};
const handleDragLeave = (e: React.DragEvent) => {
e.preventDefault();
e.stopPropagation();
setDragOverRoleId(null);
};
const handleDrop = async (e: React.DragEvent, targetRoleId: number) => {
e.preventDefault();
e.stopPropagation();
const draggedId = draggedRef.current;
setDragOverRoleId(null);
if (!draggedId || draggedId === targetRoleId) {
return;
}
// Reorder the roles
const currentOrder = staffRoles.map(r => r.id);
const draggedIndex = currentOrder.indexOf(draggedId);
const targetIndex = currentOrder.indexOf(targetRoleId);
if (draggedIndex === -1 || targetIndex === -1) {
return;
}
// Remove dragged item and insert at target position
const newOrder = [...currentOrder];
newOrder.splice(draggedIndex, 1);
newOrder.splice(targetIndex, 0, draggedId);
try {
await reorderStaffRoles.mutateAsync(newOrder);
} catch (err) {
// Silently fail - the UI will remain unchanged
}
};
if (!canManageRoles) {
return (
<div className="text-center py-12">
@@ -240,14 +260,36 @@ const StaffRolesSettings: React.FC = () => {
<p className="text-sm mt-1">{t('settings.staffRoles.createFirst', 'Create your first role to manage staff permissions.')}</p>
</div>
) : (
<div className="space-y-3">
<div
className="space-y-3"
onDragOver={(e) => e.preventDefault()}
>
{staffRoles.map((role) => (
<div
key={role.id}
className="p-4 bg-gray-50 dark:bg-gray-900/50 rounded-lg border border-gray-200 dark:border-gray-700"
draggable="true"
onDragStart={(e) => handleDragStart(e, role.id)}
onDragEnd={handleDragEnd}
onDragOver={(e) => handleDragOver(e, role.id)}
onDragLeave={(e) => handleDragLeave(e)}
onDrop={(e) => handleDrop(e, role.id)}
className={`p-4 bg-gray-50 dark:bg-gray-900/50 rounded-lg border transition-all select-none ${
dragOverRoleId === role.id
? 'border-brand-500 border-2 bg-brand-50 dark:bg-brand-900/20'
: draggedRoleId === role.id
? 'border-gray-300 dark:border-gray-600 opacity-50'
: 'border-gray-200 dark:border-gray-700'
}`}
>
<div className="flex items-start justify-between">
<div className="flex items-start gap-3 flex-1 min-w-0">
{/* Drag Handle */}
<div
className="w-6 h-10 flex items-center justify-center shrink-0 cursor-grab active:cursor-grabbing text-gray-400 hover:text-gray-600 dark:hover:text-gray-300 touch-none"
title={t('settings.staffRoles.dragToReorder', 'Drag to reorder')}
>
<GripVertical size={18} />
</div>
<div className={`w-10 h-10 rounded-lg flex items-center justify-center shrink-0 ${
role.is_default
? 'bg-indigo-100 dark:bg-indigo-900/30 text-indigo-600 dark:text-indigo-400'
@@ -283,9 +325,10 @@ const StaffRolesSettings: React.FC = () => {
)}
</div>
</div>
<div className="flex items-center gap-2 shrink-0 ml-2">
<div className="flex items-center gap-2 shrink-0 ml-2" onDragStart={(e) => e.preventDefault()}>
<button
onClick={() => openEditModal(role)}
draggable="false"
className="p-2 text-gray-400 hover:text-brand-600 dark:hover:text-brand-400 transition-colors"
title={t('common.edit', 'Edit')}
>
@@ -293,6 +336,7 @@ const StaffRolesSettings: React.FC = () => {
</button>
<button
onClick={() => handleDelete(role)}
draggable="false"
disabled={deleteStaffRole.isPending || !role.can_delete}
className={`p-2 transition-colors disabled:opacity-50 ${
role.can_delete
@@ -373,170 +417,12 @@ const StaffRolesSettings: React.FC = () => {
</div>
</div>
{/* Menu Permissions */}
<div>
<div className="flex items-center justify-between mb-3">
<div>
<h4 className="text-sm font-semibold text-gray-900 dark:text-white">
{t('settings.staffRoles.menuPermissions', 'Menu Access')}
</h4>
<p className="text-xs text-gray-500 dark:text-gray-400">
{t('settings.staffRoles.menuPermissionsDescription', 'Control which pages staff can see in the sidebar.')}
</p>
</div>
<div className="flex gap-2">
<button
type="button"
onClick={() => toggleAllPermissions('menu', true)}
className="text-xs text-brand-600 dark:text-brand-400 hover:underline"
>
{t('common.selectAll', 'Select All')}
</button>
<span className="text-gray-300 dark:text-gray-600">|</span>
<button
type="button"
onClick={() => toggleAllPermissions('menu', false)}
className="text-xs text-gray-500 dark:text-gray-400 hover:underline"
>
{t('common.clearAll', 'Clear All')}
</button>
</div>
</div>
<div className="grid grid-cols-2 gap-2">
{Object.entries(allPermissions.menu).map(([key, def]: [string, PermissionDefinition]) => (
<label
key={key}
className="flex items-center gap-2 p-2 rounded-lg hover:bg-gray-50 dark:hover:bg-gray-700/50 cursor-pointer"
>
<input
type="checkbox"
checked={formData.permissions[key] || false}
onChange={() => togglePermission(key)}
className="w-4 h-4 text-brand-600 border-gray-300 dark:border-gray-600 rounded focus:ring-brand-500"
/>
<div>
<div className="text-sm font-medium text-gray-900 dark:text-white">
{def.label}
</div>
<div className="text-xs text-gray-500 dark:text-gray-400">
{def.description}
</div>
</div>
</label>
))}
</div>
</div>
{/* Business Settings Permissions */}
<div>
<div className="flex items-center justify-between mb-3">
<div>
<h4 className="text-sm font-semibold text-gray-900 dark:text-white">
{t('settings.staffRoles.settingsPermissions', 'Business Settings Access')}
</h4>
<p className="text-xs text-gray-500 dark:text-gray-400">
{t('settings.staffRoles.settingsPermissionsDescription', 'Control which settings pages staff can access.')}
</p>
</div>
<div className="flex gap-2">
<button
type="button"
onClick={() => toggleAllPermissions('settings', true)}
className="text-xs text-brand-600 dark:text-brand-400 hover:underline"
>
{t('common.selectAll', 'Select All')}
</button>
<span className="text-gray-300 dark:text-gray-600">|</span>
<button
type="button"
onClick={() => toggleAllPermissions('settings', false)}
className="text-xs text-gray-500 dark:text-gray-400 hover:underline"
>
{t('common.clearAll', 'Clear All')}
</button>
</div>
</div>
<div className="grid grid-cols-2 gap-2 p-3 bg-blue-50/50 dark:bg-blue-900/10 rounded-lg border border-blue-100 dark:border-blue-900/30">
{Object.entries(allPermissions.settings).map(([key, def]: [string, PermissionDefinition]) => (
<label
key={key}
className="flex items-center gap-2 p-2 rounded-lg hover:bg-blue-100/50 dark:hover:bg-blue-900/20 cursor-pointer"
>
<input
type="checkbox"
checked={formData.permissions[key] || false}
onChange={() => togglePermission(key)}
className="w-4 h-4 text-blue-600 border-gray-300 dark:border-gray-600 rounded focus:ring-blue-500"
/>
<div>
<div className="text-sm font-medium text-gray-900 dark:text-white">
{def.label}
</div>
<div className="text-xs text-gray-500 dark:text-gray-400">
{def.description}
</div>
</div>
</label>
))}
</div>
</div>
{/* Dangerous Permissions */}
<div>
<div className="flex items-center justify-between mb-3">
<div>
<h4 className="text-sm font-semibold text-gray-900 dark:text-white flex items-center gap-2">
{t('settings.staffRoles.dangerousPermissions', 'Dangerous Operations')}
<span className="px-1.5 py-0.5 text-[10px] font-medium bg-red-100 dark:bg-red-900/30 text-red-600 dark:text-red-400 rounded">
{t('common.caution', 'Caution')}
</span>
</h4>
<p className="text-xs text-gray-500 dark:text-gray-400">
{t('settings.staffRoles.dangerousPermissionsDescription', 'Allow staff to perform destructive or sensitive actions.')}
</p>
</div>
<div className="flex gap-2">
<button
type="button"
onClick={() => toggleAllPermissions('dangerous', true)}
className="text-xs text-brand-600 dark:text-brand-400 hover:underline"
>
{t('common.selectAll', 'Select All')}
</button>
<span className="text-gray-300 dark:text-gray-600">|</span>
<button
type="button"
onClick={() => toggleAllPermissions('dangerous', false)}
className="text-xs text-gray-500 dark:text-gray-400 hover:underline"
>
{t('common.clearAll', 'Clear All')}
</button>
</div>
</div>
<div className="grid grid-cols-2 gap-2 p-3 bg-red-50/50 dark:bg-red-900/10 rounded-lg border border-red-100 dark:border-red-900/30">
{Object.entries(allPermissions.dangerous).map(([key, def]: [string, PermissionDefinition]) => (
<label
key={key}
className="flex items-center gap-2 p-2 rounded-lg hover:bg-red-100/50 dark:hover:bg-red-900/20 cursor-pointer"
>
<input
type="checkbox"
checked={formData.permissions[key] || false}
onChange={() => togglePermission(key)}
className="w-4 h-4 text-red-600 border-gray-300 dark:border-gray-600 rounded focus:ring-red-500"
/>
<div>
<div className="text-sm font-medium text-gray-900 dark:text-white">
{def.label}
</div>
<div className="text-xs text-gray-500 dark:text-gray-400">
{def.description}
</div>
</div>
</label>
))}
</div>
</div>
{/* Permissions Editor */}
<RolePermissionsEditor
permissions={formData.permissions}
onChange={handlePermissionsChange}
availablePermissions={allPermissions}
/>
</div>
<div className="flex justify-end gap-3 p-6 border-t border-gray-100 dark:border-gray-700 bg-gray-50 dark:bg-gray-900/50 shrink-0">