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)
87 lines
5.1 KiB
Markdown
87 lines
5.1 KiB
Markdown
A member is one person's record in your space, stored in the `space_members` table. This page lists every member status and tier, the fields on the member record, and the settings that control who can see the directory. Manage members at [/members](/members); members edit their own record at [/me](/me).
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## Statuses
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`status` is the `member_status` enum. It defaults to `unverified`. It governs whether a member can act in the app and whether they hold their role's privileges.
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| Status | Can use the app | Holds role privileges | Shown on |
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| --- | --- | --- | --- |
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| `current` | Yes | Yes | All members |
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| `late` | Yes | Yes | All members (dues lapsed) |
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| `unverified` | Yes | No, pending approval | Pending Approval tab |
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| `inactive` | No, blocked from all actions | No | Inactive tab |
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Notes:
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- The active set is `current`, `unverified`, and `late`. Only these three are loaded as a member's active membership; `inactive` members are blocked from every server action.
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- `late` is a dues state, not an authorization downgrade, a late member keeps their role and privileges.
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- `unverified` is the approval gate. In a `require_approval` space, a new member stays `unverified` and holds **no** privileged capability until an admin approves them, even if they redeemed a role-bearing invite. Approving sets `status` to `current` and `approved` to `true`.
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- The [/members](/members) page tabs are All, Payment Issues, Pending Approval (`unverified`), and Inactive. The All tab hides `inactive` members.
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## Tiers
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`tier` is the `member_tier` enum. It defaults to `basic` and records the membership level. It is set by an admin when adding or editing a member; it does not by itself grant permissions (roles do that).
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| Tier |
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| --- |
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| `plus` |
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| `basic` |
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| `associate` |
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## Record fields
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Key columns on `space_members`. `user_id` is nullable on purpose: admins can add "offline" members who have no auth account.
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| Field | Type | Notes |
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| --- | --- | --- |
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| `id` | uuid | Primary key |
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| `space_id` | uuid | Owning space |
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| `user_id` | uuid, nullable | Auth account; null for offline members |
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| `role` | `member_role` | Default `member`; see roles |
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| `tier` | `member_tier` | Default `basic` |
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| `tier_id` | uuid, nullable | FK to `space_tiers`; canonical custom-tier reference |
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| `status` | `member_status` | Default `unverified` |
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| `approved` | boolean | Default `true`; set true on approval |
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| `display_name` | text | Self- or admin-editable |
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| `handle` | text | Self- or admin-editable |
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| `email` | text | Unique per space when present |
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| `phone` | text | |
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| `bio` | text | Self-editable |
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| `avatar_url` | text | |
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| `has_card_access` | boolean | Door access flag |
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| `payment_status` | text | Non-`current` value drives the Payment Issues tab |
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| `payment_note` | text | |
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| `last_payment_at` / `last_paid_at` | timestamptz | |
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| `dues_paid_until` | timestamptz | Dues coverage end |
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| `joined_at` | timestamptz | Sort key on [/members](/members) |
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| `stripe_customer_id` | text | |
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| `skills` / `interests` / `willing_to` / `affiliations` | text[] | Self-editable profile arrays |
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| `coi_last_disclosed_at` | timestamptz | Set when affiliations are disclosed |
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| `onboarding_completed_at` | timestamptz, nullable | Set when onboarding is finished or skipped |
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| `onboarding_progress` | jsonb | Default `{}`; tracks completed onboarding step IDs |
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| `created_at` / `updated_at` | timestamptz | |
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Constraints: unique on `(space_id, user_id)`, and a partial unique index on `(space_id, email)` when `email` is present.
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### Who edits what
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- **Self** (at [/me](/me)): `display_name`, `handle`, `phone`, `bio`, `skills`, `interests`, `willing_to`, and `affiliations`. Changing affiliations re-runs conflict-of-interest disclosure and updates `coi_last_disclosed_at`.
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- **Admin** (at [/members](/members)): `email`, `display_name`, `phone`, `handle`, `role`, `tier`, `status`, `has_card_access`, `payment_status`, and `payment_note`. `joined_at` is only set when adding a member; `updateMember` does not accept it.
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On the [/members](/members) page, some per-member panels are gated by capability rather than role: the access-cards panel (card UID) requires `door.manage`, the certifications panel requires `certifications.grant`, and the submitted-forms panel requires `forms.manage`.
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## Directory visibility
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Who can see the member directory is set per space by `member_directory_visibility` (the `directory_visibility` enum) under Member directory visibility in [/settings](/settings). It defaults to `members_visible`.
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| Value | Who sees the directory |
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| --- | --- |
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| `members_visible` | Any authenticated member (default) |
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| `public_members_visible` | Any authenticated member; behaves identically to `members_visible` (there is no public, unauthenticated directory route) |
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| `board_only` | Elevated roles only (`admin`, `board`, `treasurer`) |
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| `member_count_visible` | Elevated roles only; treated identically to `board_only`, non-elevated members get the same restricted notice (no count is shown) |
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When a member is not permitted to see the directory, [/members](/members) shows a "restricted in this space" notice instead of the table.
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