feat(rbac): no role at registration; invitation-based membership; nav gating

- Registration no longer asks for a role/persona (removed the role select +
  allottee block); crm.account.register sends no persona.
- New users have no permissions → the sidebar now shows only Dashboard + Profile
  for them, gated on crm.account.me (membership + permissions). Members see the
  areas their permissions allow.
- Add /portal/invite?token=… : accepts the invite for a signed-in registered
  user, or routes an unregistered invitee through register/onboarding, which
  redeems the stashed token on completion (granting the invited role).
- Team Management: 'Copy link' on pending invites builds the invite link from
  the invitation token (no email delivery yet).
This commit is contained in:
tanweer919
2026-07-13 16:25:53 +05:30
parent 68bf137d11
commit 103f3ae3a1
6 changed files with 220 additions and 66 deletions
+15 -63
View File
@@ -8,7 +8,7 @@ import {
PasswordStrength, LegalModal,
} from "./bits";
import {
countryCodes, relationshipOptions, addressCountries,
countryCodes, addressCountries,
TERMS, PRIVACY, passwordStrength, type AddrCountry,
} from "./data";
import { useAuth, useAppShell } from "@abe-kap/appshell-sdk/react";
@@ -48,10 +48,6 @@ export function RegisterFlow({ mode = "register" }: { mode?: "register" | "onboa
const [cc, setCc] = useState("+1");
const [phone, setPhone] = useState("");
const [pw, setPw] = useState("");
const [relationship, setRelationship] = useState("Customer");
const [alloeNo, setAlloeNo] = useState("");
const [alloeFirst, setAlloeFirst] = useState("");
const [alloeLast, setAlloeLast] = useState("");
const [termsOk, setTermsOk] = useState(false);
const [privacyOk, setPrivacyOk] = useState(false);
@@ -69,16 +65,13 @@ export function RegisterFlow({ mode = "register" }: { mode?: "register" | "onboa
const STEP_LABELS = onboard ? ["Profile", "Verify", "Address"] : STEPS;
const isSelf = relationship === "Customer" || relationship === "Owner";
const isEmployee = relationship === "Employee";
const country = countryCodes.find((c) => c.code === cc)!;
const phoneOk = phone.replace(/\D/g, "").length === country.digits;
const pwOk = sso ? true : passwordStrength(pw).score >= 3;
const alloeIdOk = /^(?=.*[a-zA-Z])(?=.*\d).{4,}$/.test(alloeNo);
const step0Valid =
first.trim() && last.trim() && EMAIL_RE.test(sso?.email || email) && phoneOk && pwOk &&
termsOk && privacyOk && (isSelf || (alloeIdOk && (isEmployee || (alloeFirst.trim() && alloeLast.trim()))));
termsOk && privacyOk;
// Email is already trusted in both flows (registration: Supabase auto-confirms on
// signup; onboarding: Google-verified), so the Verify step only gates on the phone.
@@ -107,8 +100,6 @@ export function RegisterFlow({ mode = "register" }: { mode?: "register" | "onboa
name: `${first} ${last}`.trim(),
initials: `${first[0] ?? ""}${last[0] ?? ""}`.toUpperCase(),
email: finalEmail,
isAllottee: isSelf,
allotteeNames: isSelf ? null : `${alloeFirst} ${alloeLast}`.trim(),
};
try { localStorage.setItem("lup_profile", JSON.stringify(profile)); } catch { /* ignore */ }
@@ -121,17 +112,15 @@ export function RegisterFlow({ mode = "register" }: { mode?: "register" | "onboa
if (onboard && pw) {
try { await setPassword(pw); } catch { /* non-fatal — the profile still saves */ }
}
// 2) Persist the full CRM registration payload to be-crm (name, phone, persona,
// allottee, both addresses, consent). Non-fatal: the auth account exists either way.
// 2) Persist the CRM registration payload to be-crm (name, phone, addresses,
// consent). No role/persona — a new user has no permissions until invited.
// Non-fatal: the auth account exists either way.
try {
const mailing = mailingSame ? regAddr : mailAddr;
await sdk.command("crm.account.register", {
email: finalEmail,
firstName: first, lastName: last,
phoneCc: cc, phoneNumber: phone.replace(/\D/g, ""),
persona: relationship,
isAllottee: isSelf,
...(isSelf ? {} : { allotteeId: alloeNo, allotteeFirstName: alloeFirst, allotteeLastName: alloeLast }),
registeredAddress: regAddr,
mailingAddress: mailing,
mailingSameAsRegistered: mailingSame,
@@ -141,6 +130,16 @@ export function RegisterFlow({ mode = "register" }: { mode?: "register" | "onboa
if (onboard) { setSubmitErr("Couldn't save your profile. Please try again."); return; }
// register mode: non-fatal — the auth account exists; the profile can be filled in later.
}
// 3) If the user arrived from a team invitation link, redeem it now — this
// creates their membership with the invited role(s). Non-fatal.
try {
const inviteToken = sessionStorage.getItem("invite_token");
if (inviteToken) {
await sdk.command("crm.team.invitation.accept", { token: inviteToken });
sessionStorage.removeItem("invite_token");
}
} catch { /* invitation expired/used — they can still be invited again */ }
}
// Consume the OAuth→onboarding handoff so a stale hint can't re-open onboarding.
try { sessionStorage.removeItem("onboard_email"); } catch { /* ignore */ }
@@ -160,9 +159,6 @@ export function RegisterFlow({ mode = "register" }: { mode?: "register" | "onboa
first={first} setFirst={setFirst} last={last} setLast={setLast}
cc={cc} setCc={setCc} phone={phone} setPhone={setPhone} phoneOk={phoneOk} country={country}
pw={pw} setPw={setPw}
relationship={relationship} setRelationship={setRelationship} isSelf={isSelf}
alloeNo={alloeNo} setAlloeNo={setAlloeNo} alloeIdOk={alloeIdOk}
alloeFirst={alloeFirst} setAlloeFirst={setAlloeFirst} alloeLast={alloeLast} setAlloeLast={setAlloeLast}
termsOk={termsOk} setTermsOk={setTermsOk} privacyOk={privacyOk} setPrivacyOk={setPrivacyOk}
valid={!!step0Valid}
onContinue={leaveAccountStep} toLogin={() => router.push("/portal/login")}
@@ -195,9 +191,6 @@ function StepAccount(p: {
first: string; setFirst: (v: string) => void; last: string; setLast: (v: string) => void;
cc: string; setCc: (v: string) => void; phone: string; setPhone: (v: string) => void; phoneOk: boolean; country: typeof countryCodes[number];
pw: string; setPw: (v: string) => void;
relationship: string; setRelationship: (v: string) => void; isSelf: boolean;
alloeNo: string; setAlloeNo: (v: string) => void; alloeIdOk: boolean;
alloeFirst: string; setAlloeFirst: (v: string) => void; alloeLast: string; setAlloeLast: (v: string) => void;
termsOk: boolean; setTermsOk: (v: boolean) => void; privacyOk: boolean; setPrivacyOk: (v: boolean) => void;
valid: boolean; onContinue: () => void; toLogin: () => void; onboard?: boolean; creating?: boolean;
}) {
@@ -287,47 +280,6 @@ function StepAccount(p: {
</div>
)}
<div className="field" style={{ marginTop: 14 }}>
<label className="label">Your role</label>
<select className="input" value={p.relationship} onChange={(e) => p.setRelationship(e.target.value)}>
{relationshipOptions.map((r) => <option key={r}>{r}</option>)}
</select>
</div>
{p.isSelf ? (
<div style={{ marginTop: 12 }}><FlashNote tone="success">{p.relationship === "Owner" ? "Owner" : "Customer"} account you own this property.</FlashNote></div>
) : (() => {
const isEmployee = p.relationship === "Employee";
const cfg = ({
Employee: { banner: "Registering as a LynkedUp Pro team member.", title: "Employee details", idLabel: "Employee ID", idPh: "EMP-12345" },
Contractor:{ banner: "Registering on behalf of the property owner.", title: "Contractor details", idLabel: "Contractor ID", idPh: "Alphanumeric ID" },
"Sub-Con": { banner: "Registering on behalf of the property owner.", title: "Sub-contractor details", idLabel: "Sub-contractor ID", idPh: "Alphanumeric ID" },
Vendor: { banner: "Registering on behalf of the property owner.", title: "Vendor details", idLabel: "Vendor ID", idPh: "Alphanumeric ID" },
} as Record<string, { banner: string; title: string; idLabel: string; idPh: string }>)[p.relationship]
?? { banner: "Registering on behalf of the property owner.", title: "Property Owner Details", idLabel: "Owner / Property ID", idPh: "Alphanumeric ID" };
return (
<div style={{ marginTop: 12 }}>
<FlashNote tone="info">{cfg.banner}</FlashNote>
<div className="dashed-block" style={{ marginTop: 12 }}>
<div className="row between" style={{ marginBottom: 12 }}>
<strong style={{ fontSize: 13.5 }}>{cfg.title}</strong>
{p.alloeNo && (p.alloeIdOk ? <Badge tone="green"><Icon name="check" size={12} /> Valid</Badge> : <Badge tone="gray">Checking</Badge>)}
</div>
<div className="field">
<label className="label">{cfg.idLabel}</label>
<input className="input" value={p.alloeNo} onChange={(e) => p.setAlloeNo(e.target.value.toUpperCase())} placeholder={cfg.idPh} />
</div>
{!isEmployee && (
<div className="row gap-3" style={{ marginTop: 12 }}>
<div className="field grow"><label className="label">Owner first name</label><input className="input" value={p.alloeFirst} onChange={(e) => p.setAlloeFirst(e.target.value)} /></div>
<div className="field grow"><label className="label">Owner last name</label><input className="input" value={p.alloeLast} onChange={(e) => p.setAlloeLast(e.target.value)} /></div>
</div>
)}
</div>
</div>
);
})()}
<div className="col gap-2" style={{ marginTop: 16 }}>
<label className="check-row">
<input type="checkbox" checked={p.termsOk} disabled={!reviewed.terms} onChange={(e) => p.setTermsOk(e.target.checked)} />