Moheeb Zara
8edc9da611
Finalizes the docs section after an adversarial audit (code review + per-page fact-check + coherence critic) and two content requests. - Accuracy: fixed 10 invented cross-link slugs, the admin-vs-board gating claims the verifiers caught (permissions matrix, /settings, invites, onboarding, connect-payments, proposal withdraw, Stripe reconciliation, member fields, door.operate), and 2 issues in the new pages (project area-at-creation, forum thread-delete role). - Coverage: added 5 how-to pages so every module is documented (recurring Stripe dues, tasks & chores, projects, comms & forum, ops knowledge base + secrets vault). 34 pages total. - Screenshots: 12 captioned app screenshots under public/docs-media/, embedded as figures. Each tutorial now has 2-3 step screenshots. - Style: removed all em-dashes/en-dashes/ellipses from the docs (natural ASCII punctuation). - Handoff (docs/HANDOFF-audit-cleanup.md) updated with the current state. typecheck 0 · lint 0 errors · build ok (all 34 /docs pages prerendered)
5.2 KiB
5.2 KiB
The platform is organized into twelve modules, each covering one area of running a space. This page lists every module, what it does, and the primary route where you use it. The same twelve are shown on the landing page under "What it does."
Module list
| # | Module | What it does | Primary route |
|---|---|---|---|
| 01 | Members | The member roster with dues status and contact info. Membership tiers, custom roles, and the per-space permissions matrix are configured at /customize. |
/members |
| 02 | Tasks and chores | One-off and recurring work with assignments, due dates, and area tags. | /tasks |
| 03 | Projects | A board of what the space is building, with progress, areas, and who is on it. | /projects |
| 04 | Payments | Import from PayPal, Venmo, or Zeffy and reconcile transactions to members. | /payments |
| 05 | Ops and knowledge | Markdown procedures and knowledge base, area leads, and an encrypted secrets vault. | /ops |
| 06 | Governance | Proposals with quorum and voting, incident reports, a versioned policy library, and a member forum. | /proposals |
| 07 | Forms and waivers | A builder for any form or signable waiver, with immutable per-submission snapshots. | /my-forms |
| 08 | Certifications | Define certifications and let instructors award or revoke them, with expiry tracking. | /certifications |
| 09 | Classes | Schedule sessions, take signups with waitlists, mark attendance, and grant certifications. | /classes |
| 10 | Equipment | A tool registry with reservations, optionally gated behind a required certification. | /equipment |
| 11 | Access control | Associate member cards, connect a door controller, and keep an immutable access log. | /doors |
| 12 | Onboarding and invites | A configurable onboarding flow and role-granting invite links with usage caps. | /customize |
Where each module lives
Several modules span more than one screen. The primary route above is the main entry point; the routes below are the related management and detail screens.
Members
/members, the member roster, dues statuses, and contact info./customize, where membership tiers, custom roles, and the permissions matrix are configured (admin only; board can open/customizebut these panels are read-only for board)./contacts, non-member contacts./me, a member's own membership record ("My membership")./recruitment, prospective-member pipeline (admin only).
Tasks, projects, and ops
/tasks, tasks and chores./projects, the project board./ops, ops and facilities docs, area leads, and the secrets vault. Individual docs open at/ops/[id].
Payments and finance
/payments, transaction import and reconciliation./financials, financial reporting./import, import and sync (admin only).
See Connect payments and Import members.
Governance
/proposals, proposals, with detail at/proposals/[id]and creation at/proposals/new./incidents, incident reports (/incidents/new,/incidents/[id])./policies, the policy library (/policies/new,/policies/[slug])./forum, the member forum (/forum/new,/forum/[id]).
See Run a proposal.
Forms and waivers
/my-forms, forms available to you to fill out and sign./forms, the form and waiver builder (/forms/new,/forms/[id]), gated by theforms.managepermission.
See Build a form.
Classes, certifications, and equipment
/classes, the class schedule;/classes/managefor scheduling and rosters./certifications, certification records, gated bycertifications.manage./equipment, the tool registry and reservations;/equipment/managefor the registry./attendance, attendance records.
See Your first class and Equipment reservations.
Access control
/doors, the member-facing door and card view./door/manage, door connections, cards, and the access log (door.manage)./door/buttons, API buttons for door actions.
See Connect a door.
Onboarding and invites
/customize, the onboarding flow builder and invite-link management (admin only)./settings, space settings (admin only).
See Configure onboarding and Invite links.
Communication
Alongside the twelve modules, /comms provides in-app messaging, and /dashboard is the landing screen after sign-in. Both appear in the sidebar's Workspace section.
Admin-only modules
Some routes are visible only to the admin and board roles, or to members granted the matching *.manage permission:
| Route | Requires |
|---|---|
/customize, /settings, /import, /recruitment |
admin or board |
/forms |
forms.manage |
/certifications |
certifications.manage |
/classes/manage |
classes.manage |
/equipment/manage |
equipment.manage |
/door/manage, /door/buttons |
door.manage |
Members without the role or permission do not see these links in the sidebar.