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