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)
104 lines
5.2 KiB
Markdown
104 lines
5.2 KiB
Markdown
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."
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## Module list
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| # | Module | What it does | Primary route |
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|---|--------|--------------|---------------|
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| 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` |
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| 02 | Tasks and chores | One-off and recurring work with assignments, due dates, and area tags. | `/tasks` |
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| 03 | Projects | A board of what the space is building, with progress, areas, and who is on it. | `/projects` |
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| 04 | Payments | Import from PayPal, Venmo, or Zeffy and reconcile transactions to members. | `/payments` |
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| 05 | Ops and knowledge | Markdown procedures and knowledge base, area leads, and an encrypted secrets vault. | `/ops` |
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| 06 | Governance | Proposals with quorum and voting, incident reports, a versioned policy library, and a member forum. | `/proposals` |
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| 07 | Forms and waivers | A builder for any form or signable waiver, with immutable per-submission snapshots. | `/my-forms` |
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| 08 | Certifications | Define certifications and let instructors award or revoke them, with expiry tracking. | `/certifications` |
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| 09 | Classes | Schedule sessions, take signups with waitlists, mark attendance, and grant certifications. | `/classes` |
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| 10 | Equipment | A tool registry with reservations, optionally gated behind a required certification. | `/equipment` |
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| 11 | Access control | Associate member cards, connect a door controller, and keep an immutable access log. | `/doors` |
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| 12 | Onboarding and invites | A configurable onboarding flow and role-granting invite links with usage caps. | `/customize` |
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## Where each module lives
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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.
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### Members
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- `/members`, the member roster, dues statuses, and contact info.
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- `/customize`, where membership tiers, custom roles, and the permissions matrix are configured (admin only; board can open `/customize` but these panels are read-only for board).
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- `/contacts`, non-member contacts.
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- `/me`, a member's own membership record ("My membership").
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- `/recruitment`, prospective-member pipeline (admin only).
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### Tasks, projects, and ops
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- `/tasks`, tasks and chores.
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- `/projects`, the project board.
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- `/ops`, ops and facilities docs, area leads, and the secrets vault. Individual docs open at `/ops/[id]`.
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### Payments and finance
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- `/payments`, transaction import and reconciliation.
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- `/financials`, financial reporting.
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- `/import`, import and sync (admin only).
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See [Connect payments](/docs/how-to/connect-payments) and [Import members](/docs/how-to/import-members).
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### Governance
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- `/proposals`, proposals, with detail at `/proposals/[id]` and creation at `/proposals/new`.
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- `/incidents`, incident reports (`/incidents/new`, `/incidents/[id]`).
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- `/policies`, the policy library (`/policies/new`, `/policies/[slug]`).
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- `/forum`, the member forum (`/forum/new`, `/forum/[id]`).
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See [Run a proposal](/docs/how-to/run-a-proposal).
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### Forms and waivers
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- `/my-forms`, forms available to you to fill out and sign.
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- `/forms`, the form and waiver builder (`/forms/new`, `/forms/[id]`), gated by the `forms.manage` permission.
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See [Build a form](/docs/how-to/build-a-form).
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### Classes, certifications, and equipment
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- `/classes`, the class schedule; `/classes/manage` for scheduling and rosters.
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- `/certifications`, certification records, gated by `certifications.manage`.
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- `/equipment`, the tool registry and reservations; `/equipment/manage` for the registry.
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- `/attendance`, attendance records.
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See [Your first class](/docs/tutorials/first-class) and [Equipment reservations](/docs/how-to/equipment-reservations).
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### Access control
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- `/doors`, the member-facing door and card view.
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- `/door/manage`, door connections, cards, and the access log (`door.manage`).
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- `/door/buttons`, API buttons for door actions.
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See [Connect a door](/docs/how-to/connect-a-door).
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### Onboarding and invites
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- `/customize`, the onboarding flow builder and invite-link management (admin only).
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- `/settings`, space settings (admin only).
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See [Configure onboarding](/docs/how-to/configure-onboarding) and [Invite links](/docs/how-to/invite-links).
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## Communication
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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.
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## Admin-only modules
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Some routes are visible only to the `admin` and `board` roles, or to members granted the matching `*.manage` permission:
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| Route | Requires |
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|-------|----------|
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| `/customize`, `/settings`, `/import`, `/recruitment` | admin or board |
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| `/forms` | `forms.manage` |
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| `/certifications` | `certifications.manage` |
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| `/classes/manage` | `classes.manage` |
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| `/equipment/manage` | `equipment.manage` |
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| `/door/manage`, `/door/buttons` | `door.manage` |
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Members without the role or permission do not see these links in the sidebar.
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