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https://github.com/rcourtman/Pulse.git
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Make portal readonly shell honest
This commit is contained in:
rcourtman
@@ -221,6 +221,15 @@ Core rules:
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must describe what the current user can actually do on the account, not
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restate the account's full hosted capability set when access or billing
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changes require an owner or admin.
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31. Hosted `Support` must stay permission-honest too. View-only hosted users
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may be sent back to `Workspaces`, `Access`, or `Billing` only as review
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and owner/admin handoff paths; `Support` must not imply they can perform
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hosted lifecycle, access-mutation, or hosted-billing changes themselves
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before escalation.
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32. `Overview` must keep billing cues honest to account shape and permission.
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Hosted-only accounts may not mention self-hosted billing utilities by
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default, and hosted view-only roles must say when owner/admin authority is
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still required to open hosted billing.
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## Screen Model
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@@ -261,7 +270,9 @@ Each signed-in state should render:
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`Support` should collapse to failed-path routing plus the minimum escalation
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packet needed for handoff. Self-hosted-only accounts must collapse further
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to the self-hosted billing escalation path only and must not surface hosted
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workspace or access routes.
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workspace or access routes. Hosted view-only accounts must keep those hosted
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routes in review-plus-owner/admin-handoff language rather than implying live
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mutation authority.
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7. explicit action groups, not anonymous menu affordances
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8. explicit unavailable-state panels for top-level tasks that are not active
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for the current account shape
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@@ -312,6 +312,14 @@ honest for hosted view-only roles: when `can_manage` is false, `Workspaces`,
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`Access`, and hosted `Billing` must stop advertising create, roster-mutation,
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or hosted-billing actions and must instead state that an owner or admin is
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required.
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The same permission contract must also drive hosted `Support`: when
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`can_manage` is false, the support shell may route the user back to
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`Workspaces`, `Access`, or `Billing` only as review and owner/admin handoff
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paths, not as live hosted mutation paths the current role can execute.
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The same typed bootstrap/runtime contract must also keep `Overview` billing
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copy honest to account shape: hosted-only accounts may not mention self-hosted
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billing utilities by default, and hosted view-only roles must say when hosted
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billing still needs owner/admin authority.
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The same permission contract must also drive the compact account-context
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summary: the strip may not describe full hosted access-control or billing
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ownership when the current role can only review workspaces or roster state.
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@@ -872,6 +872,15 @@ permissions: when the current role is view-only, `Workspaces`, `Access`, and
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hosted `Billing` copy must not advertise create, roster-mutation, or hosted
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billing actions that the runtime will not allow. Those surfaces must say that
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an owner or admin is required instead of implying blocked jobs are live.
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`Support` follows that same permission rule: a hosted view-only user may be
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sent back to `Workspaces`, `Access`, or `Billing` only as review and
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owner/admin handoff paths, not as though the user can perform hosted
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lifecycle, access-mutation, or hosted-billing changes directly before
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escalation.
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`Overview` follows the same account-shape and permission rule: hosted-only
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accounts must not mention self-hosted billing utilities by default, and hosted
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view-only roles must say when hosted billing still needs owner/admin
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authority.
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The same rule applies to the compact account-context strip: it must describe
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the current user's effective hosted tasks, not restate full access-control and
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billing capability when those actions are blocked behind owner/admin roles.
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+1
-1
@@ -1,5 +1,5 @@
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{
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"source_hash": "f9e6d5b177cc9d390fdf659da4acb4335a14f618e32b0f31599072dbe6fe1d79",
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"source_hash": "3db6522b355842bfc018e0dbeab09df9411de3475c6af9e2fff17a388b91a424",
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"build_inputs": [
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"package.json",
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"tsconfig.json",
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+71
-12
File diff suppressed because one or more lines are too long
@@ -382,17 +382,39 @@ describe('shell view', function() {
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expect(html).toContain('Hosted account where you can open workspaces and review who already has access. An owner or admin handles access changes and billing.');
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expect(html).toContain('View only');
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expect(html).toContain('Owner/admin required');
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expect(html).toContain('Hosted billing stays separate');
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expect(html).toContain('Hosted billing stays in Billing, and an owner or admin must open it.');
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expect(html).toContain('Review access');
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expect(html).toContain('Owner or admin required');
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expect(html).toContain('Review who already has access to this hosted account. An owner or admin must make changes.');
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expect(html).toContain('Review the hosted roster here. An owner or admin must make changes.');
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expect(html).toContain('Hosted billing is attached here, but an owner or admin must open it.');
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expect(html).toContain('Escalation only after the review, owner/admin, or billing path is exhausted.');
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expect(html).toContain('Use support only when the same Workspaces review, Access review, owner/admin, or hosted Billing path has already stopped you.');
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expect(html).toContain('Owner/admin first');
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expect(html).toContain('Hosted review or owner/admin path failed');
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expect(html).toContain('Review the same workspace or roster here, then have an owner or admin run the blocked change before you escalate.');
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expect(html).toContain('Review the same task');
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expect(html).toContain('Use Workspaces to confirm workspace state and Access to confirm the current roster before you escalate.');
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expect(html).toContain('Name the blocked owner/admin action');
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expect(html).toContain('Include the account, workspace, and the lifecycle or access change that still needs an owner or admin.');
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expect(html).toContain('Review workspaces');
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expect(html).toContain('Review access');
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expect(html).toContain('Hosted billing or owner/admin path failed');
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expect(html).toContain('Use this route only after the affected hosted account still needs an owner or admin to finish hosted billing and that path still cannot complete cleanly.');
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expect(html).toContain('Say whether the failed path was hosted billing and whether the account still needed an owner or admin to open it.');
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expect(html).toContain('Bring the same hosted account and the failed billing or owner/admin step instead of reopening the story.');
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expect(html).toContain('Say whether the blocked path was Workspaces review, Access review, owner/admin hosted change, or hosted billing.');
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expect(html).toContain('Include the hosted account and workspace or hosted billing account that still needed owner/admin action.');
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expect(html).toContain('data-can-manage="false"');
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expect(html).not.toContain('Invite people, change roles, and remove account access.');
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expect(html).not.toContain('Open a workspace, review lifecycle state, or create one.');
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expect(html).not.toContain('Open a workspace, review lifecycle state, or create a new one without mixing in access or billing work.');
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expect(html).not.toContain('data-action="invite-member"');
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expect(html).not.toContain('data-action="set-access-job"');
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expect(html).not.toContain('Self-hosted billing, licenses, refunds, and privacy stay in Billing.');
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expect(html).not.toContain('Use support only when the Workspaces, Access, or hosted Billing path has already stopped you.');
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expect(html).not.toContain('Workspace or access path failed');
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});
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it('renders self-hosted overview copy when no hosted accounts are attached', function() {
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@@ -413,9 +413,18 @@ function billingNavCopy(hostedBillingCount: number, canManageHostedBilling: bool
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return 'Self-hosted billing, licenses, refunds, and privacy.';
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}
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function supportNavCopy(hosted: boolean, canManageHostedTasks: boolean): string {
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if (!hosted) {
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return 'Escalation only after the billing path is exhausted.';
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}
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if (canManageHostedTasks) {
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return 'Escalation only after the workspace, access, or billing path is exhausted.';
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}
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return 'Escalation only after the review, owner/admin, or billing path is exhausted.';
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}
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function renderShellNavigation(accounts: PortalAccountSummary[], supportEmail: string, activeSection: PortalShellSection): string {
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var hosted = hasHostedAccounts(accounts);
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var selfHostedOnly = !hosted;
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var workspaces = collectWorkspaces(accounts);
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var totalWorkspaces = workspaces.length;
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var readyWorkspaces = countReadyWorkspaces(workspaces);
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@@ -446,7 +455,7 @@ function renderShellNavigation(accounts: PortalAccountSummary[], supportEmail: s
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shellSectionButton('workspaces', activeSection, '02', 'Workspaces', workspaceNavCopy(hosted, canManage), hosted ? String(readyWorkspaces) + ' ready' : 'Unavailable') +
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shellSectionButton('access', activeSection, '03', 'Access', accessNavCopy(hosted, canManage), hosted ? (canManage ? 'Manage' : 'View') : 'Unavailable') +
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shellSectionButton('billing', activeSection, '04', 'Billing', billingNavCopy(hostedBillingCount, canManageHostedBilling), hostedBillingCount > 0 ? (hostedBillingCount > 1 ? 'Hosted +' : 'Hosted') : 'Self-hosted') +
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shellSectionButton('support', activeSection, '05', 'Support', selfHostedOnly ? 'Escalation only after the billing path is exhausted.' : 'Escalation only after the workspace, access, or billing path is exhausted.', supportEmail ? 'Email' : 'Help') +
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shellSectionButton('support', activeSection, '05', 'Support', supportNavCopy(hosted, canManage), supportEmail ? 'Email' : 'Help') +
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'</div>' +
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'</aside>'
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);
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@@ -556,12 +565,69 @@ function overviewWorkspaceContext(entry: OverviewWorkspaceEntry, includeAccountN
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return entry.account.name + ' · ' + note;
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}
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function renderOverviewAttentionCard(entries: OverviewWorkspaceEntry[], accountCount: number): string {
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function overviewBillingSeparationCopy(
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accounts: PortalAccountSummary[],
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showSelfHostedCommercial: boolean
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): { title: string; copy: string } {
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var hostedBillingCount = 0;
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var canManageHostedBilling = false;
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for (var i = 0; i < accounts.length; i += 1) {
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if (accounts[i].has_billing) {
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hostedBillingCount += 1;
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if (accounts[i].can_manage) {
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canManageHostedBilling = true;
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}
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}
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}
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if (!accounts.length) {
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return {
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title: 'Billing stays separate',
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copy: 'Self-hosted billing, licenses, refunds, and privacy stay in Billing.',
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};
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}
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if (showSelfHostedCommercial) {
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if (hostedBillingCount > 0) {
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return {
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title: 'Billing stays separate',
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copy: canManageHostedBilling
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? 'Hosted billing stays in Billing, and self-hosted tools appear there only when relevant.'
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: 'Hosted billing stays in Billing, an owner or admin opens it, and self-hosted tools appear there only when relevant.',
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};
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}
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return {
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title: 'Billing stays separate',
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copy: 'Self-hosted tools appear in Billing only when they are relevant to this account.',
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};
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}
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if (hostedBillingCount > 0) {
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return {
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title: 'Hosted billing stays separate',
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copy: canManageHostedBilling
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? 'Use Billing only for hosted invoices, payment methods, or subscription changes.'
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: 'Hosted billing stays in Billing, and an owner or admin must open it.',
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};
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}
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return {
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title: 'Billing stays separate',
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copy: 'Use Billing only when the task is commercial, not operational.',
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};
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}
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function renderOverviewAttentionCard(
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accounts: PortalAccountSummary[],
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entries: OverviewWorkspaceEntry[],
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showSelfHostedCommercial: boolean
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): string {
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var attention = attentionOverviewEntries(entries);
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var includeAccountName = accountCount > 1;
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var includeAccountName = accounts.length > 1;
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var suspendedCount = countWorkspacesByState(entries.map(function(entry) {
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return entry.workspace;
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}), 'suspended');
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var billingSeparation = overviewBillingSeparationCopy(accounts, showSelfHostedCommercial);
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if (!attention.length) {
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return (
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'<article class="overview-task-card">' +
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@@ -576,9 +642,9 @@ function renderOverviewAttentionCard(entries: OverviewWorkspaceEntry[], accountC
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? 'Active workspaces look clear for routine use.'
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: 'There is no hosted workspace waiting for review yet.'
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) + '</span></div>' +
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'<div class="overview-task-item"><strong>' + escapeHTML(suspendedCount > 0 ? 'Suspended stays parked' : 'Billing stays separate') + '</strong><span>' + escapeHTML(suspendedCount > 0
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'<div class="overview-task-item"><strong>' + escapeHTML(suspendedCount > 0 ? 'Suspended stays parked' : billingSeparation.title) + '</strong><span>' + escapeHTML(suspendedCount > 0
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? String(suspendedCount) + ' suspended workspace' + (suspendedCount === 1 ? ' stays' : 's stay') + ' out of the way until you deliberately resume it.'
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: 'Self-hosted billing, licenses, refunds, and privacy stay in Billing.'
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: billingSeparation.copy
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) + '</span></div>' +
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'</div>' +
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'</article>'
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@@ -725,6 +791,7 @@ function renderOverviewNextActionCard(accounts: PortalAccountSummary[], entries:
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function renderShellOverviewSection(context: ShellViewContext): string {
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var accounts = Array.isArray(context.bootstrap.accounts) ? context.bootstrap.accounts : [];
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var entries = collectOverviewWorkspaceEntries(accounts);
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var showSelfHostedCommercial = hasSelfHostedCommercial(context.bootstrap);
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var totalCount = entries.length;
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var readyCount = readyOverviewEntries(entries).length;
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var attentionCount = attentionOverviewEntries(entries).length;
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@@ -750,7 +817,7 @@ function renderShellOverviewSection(context: ShellViewContext): string {
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'</div>' +
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'</div>' +
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'<div class="overview-task-grid">' +
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renderOverviewAttentionCard(entries, accounts.length) +
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renderOverviewAttentionCard(accounts, entries, showSelfHostedCommercial) +
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renderOverviewReadyCard(accounts, entries, context.accountAPIBasePath) +
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renderOverviewNextActionCard(accounts, entries, context.accountAPIBasePath) +
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'</div>' +
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@@ -1160,46 +1227,79 @@ function renderBillingTaskPanel(title: string, copy: string, panelID: string, bo
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}
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function renderSupportSection(context: ShellViewContext): string {
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var hasHostedAccounts = !!((context.bootstrap.accounts || []).length);
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var accounts = Array.isArray(context.bootstrap.accounts) ? context.bootstrap.accounts : [];
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var hasHostedAccounts = accounts.length > 0;
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var showSelfHostedCommercial = hasSelfHostedCommercial(context.bootstrap);
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var supportEmail = context.bootstrap.support_email || '';
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var canManageHostedTasks = false;
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for (var i = 0; i < accounts.length; i += 1) {
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if (accounts[i].can_manage) {
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canManageHostedTasks = true;
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break;
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}
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}
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var hostedViewOnly = hasHostedAccounts && !canManageHostedTasks;
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var supportLead = hasHostedAccounts
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? (showSelfHostedCommercial
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? 'Use support only when the Workspaces, Access, or Billing path has already stopped you.'
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: 'Use support only when the Workspaces, Access, or hosted Billing path has already stopped you.')
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? (hostedViewOnly
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? (showSelfHostedCommercial
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? 'Use support only when the same Workspaces review, Access review, owner/admin, or Billing path has already stopped you.'
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: 'Use support only when the same Workspaces review, Access review, owner/admin, or hosted Billing path has already stopped you.')
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: (showSelfHostedCommercial
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? 'Use support only when the Workspaces, Access, or Billing path has already stopped you.'
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: 'Use support only when the Workspaces, Access, or hosted Billing path has already stopped you.'))
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: 'Use support only when the Billing path has already stopped you.';
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var supportChips = hasHostedAccounts
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? ['Escalation only', showSelfHostedCommercial ? 'Bring context' : 'Hosted only', supportEmail ? 'Email' : 'Support']
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? ['Escalation only', hostedViewOnly ? 'Owner/admin first' : (showSelfHostedCommercial ? 'Bring context' : 'Hosted only'), supportEmail ? 'Email' : 'Support']
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: ['Escalation only', 'Billing only', supportEmail ? 'Email' : 'Support'];
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var routeCards = hasHostedAccounts
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? (
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'<div class="portal-support-route-card">' +
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'<div class="account-panel-kicker">Hosted path</div>' +
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'<h3>Workspace or access path failed</h3>' +
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'<p>Go back to the hosted task first. Escalate only when the same workspace or access path still cannot finish the job.</p>' +
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'<h3>' + (hostedViewOnly ? 'Hosted review or owner/admin path failed' : 'Workspace or access path failed') + '</h3>' +
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'<p>' + (hostedViewOnly
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? 'Go back to the hosted task first. Review the same workspace or roster here, then have an owner or admin run the blocked change before you escalate.'
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: 'Go back to the hosted task first. Escalate only when the same workspace or access path still cannot finish the job.') + '</p>' +
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'<div class="portal-support-points">' +
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'<div class="portal-support-point"><strong>Start from the same task</strong><span>Use Workspaces for lifecycle issues and Access for roster issues before you escalate.</span></div>' +
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'<div class="portal-support-point"><strong>Keep the hosted context intact</strong><span>Include the account, workspace, and failed action so support inherits the same request.</span></div>' +
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'<div class="portal-support-point"><strong>' + (hostedViewOnly ? 'Review the same task' : 'Start from the same task') + '</strong><span>' + (hostedViewOnly
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? 'Use Workspaces to confirm workspace state and Access to confirm the current roster before you escalate.'
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: 'Use Workspaces for lifecycle issues and Access for roster issues before you escalate.') + '</span></div>' +
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'<div class="portal-support-point"><strong>' + (hostedViewOnly ? 'Name the blocked owner/admin action' : 'Keep the hosted context intact') + '</strong><span>' + (hostedViewOnly
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? 'Include the account, workspace, and the lifecycle or access change that still needs an owner or admin.'
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: 'Include the account, workspace, and failed action so support inherits the same request.') + '</span></div>' +
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'</div>' +
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'<div class="portal-support-actions">' +
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'<button type="button" class="btn-secondary btn-compact" data-shell-action="activate-section" data-shell-section="workspaces">Open workspaces</button>' +
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'<button type="button" class="btn-secondary btn-compact" data-shell-action="activate-section" data-shell-section="access">Open access</button>' +
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'<button type="button" class="btn-secondary btn-compact" data-shell-action="activate-section" data-shell-section="workspaces">' + (hostedViewOnly ? 'Review workspaces' : 'Open workspaces') + '</button>' +
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'<button type="button" class="btn-secondary btn-compact" data-shell-action="activate-section" data-shell-section="access">' + (hostedViewOnly ? 'Review access' : 'Open access') + '</button>' +
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'<a class="portal-support-link" href="mailto:' + escapeAttr(supportEmail) + '">' + escapeHTML(supportEmail) + '</a>' +
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'</div>' +
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'</div>' +
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'<div class="portal-support-route-card">' +
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'<div class="account-panel-kicker">Billing path</div>' +
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'<h3>' + (showSelfHostedCommercial ? 'Billing path failed' : 'Hosted billing path failed') + '</h3>' +
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'<p>' + (showSelfHostedCommercial
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? 'Use this route only after hosted billing or one self-hosted billing job has failed to complete cleanly.'
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: 'Use this route only after hosted billing has failed to complete cleanly.') + '</p>' +
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'<h3>' + (hostedViewOnly
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? (showSelfHostedCommercial ? 'Billing or owner/admin path failed' : 'Hosted billing or owner/admin path failed')
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: (showSelfHostedCommercial ? 'Billing path failed' : 'Hosted billing path failed')) + '</h3>' +
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'<p>' + (hostedViewOnly
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? (showSelfHostedCommercial
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? 'Use this route only after the relevant billing job has failed, or the affected hosted account still needs an owner or admin to finish hosted billing.'
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: 'Use this route only after the affected hosted account still needs an owner or admin to finish hosted billing and that path still cannot complete cleanly.')
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: (showSelfHostedCommercial
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? 'Use this route only after hosted billing or one self-hosted billing job has failed to complete cleanly.'
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: 'Use this route only after hosted billing has failed to complete cleanly.')) + '</p>' +
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'<div class="portal-support-points">' +
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'<div class="portal-support-point"><strong>Name the billing job</strong><span>' + (showSelfHostedCommercial
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? 'Say whether the failed path was hosted billing, licenses, refunds, or privacy.'
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: 'Say whether the failed path was hosted billing.') + '</span></div>' +
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'<div class="portal-support-point"><strong>Keep the request intact</strong><span>' + (showSelfHostedCommercial
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? 'Bring the same account or billing email and the failed action instead of reopening the story.'
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: 'Bring the same hosted account and the failed billing action instead of reopening the story.') + '</span></div>' +
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'<div class="portal-support-point"><strong>Name the billing job</strong><span>' + (hostedViewOnly
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? (showSelfHostedCommercial
|
||||
? 'Say whether the failed path was hosted billing, licenses, refunds, or privacy, and whether hosted billing still needed an owner or admin.'
|
||||
: 'Say whether the failed path was hosted billing and whether the account still needed an owner or admin to open it.')
|
||||
: (showSelfHostedCommercial
|
||||
? 'Say whether the failed path was hosted billing, licenses, refunds, or privacy.'
|
||||
: 'Say whether the failed path was hosted billing.')) + '</span></div>' +
|
||||
'<div class="portal-support-point"><strong>Keep the request intact</strong><span>' + (hostedViewOnly
|
||||
? (showSelfHostedCommercial
|
||||
? 'Bring the same account or billing email and the failed owner/admin or billing step instead of reopening the story.'
|
||||
: 'Bring the same hosted account and the failed billing or owner/admin step instead of reopening the story.')
|
||||
: (showSelfHostedCommercial
|
||||
? 'Bring the same account or billing email and the failed action instead of reopening the story.'
|
||||
: 'Bring the same hosted account and the failed billing action instead of reopening the story.')) + '</span></div>' +
|
||||
'</div>' +
|
||||
'<div class="portal-support-actions">' +
|
||||
'<button type="button" class="btn-secondary btn-compact" data-shell-action="activate-section" data-shell-section="billing">Open billing</button>' +
|
||||
@@ -1224,12 +1324,20 @@ function renderSupportSection(context: ShellViewContext): string {
|
||||
);
|
||||
var runbookSteps = hasHostedAccounts
|
||||
? (
|
||||
'<div class="portal-support-runbook-step"><strong>1. Failed path</strong><span>' + (showSelfHostedCommercial
|
||||
? 'Say whether the blocked path was Workspaces, Access, hosted billing, licenses, refunds, or privacy.'
|
||||
: 'Say whether the blocked path was Workspaces, Access, or hosted billing.') + '</span></div>' +
|
||||
'<div class="portal-support-runbook-step"><strong>2. Account or email</strong><span>' + (showSelfHostedCommercial
|
||||
? 'Include the hosted account and workspace when relevant, or the commercial billing email for self-hosted work.'
|
||||
: 'Include the hosted account and workspace or hosted billing account that the failed path belongs to.') + '</span></div>' +
|
||||
'<div class="portal-support-runbook-step"><strong>1. Failed path</strong><span>' + (hostedViewOnly
|
||||
? (showSelfHostedCommercial
|
||||
? 'Say whether the blocked path was Workspaces review, Access review, owner/admin hosted change, hosted billing, licenses, refunds, or privacy.'
|
||||
: 'Say whether the blocked path was Workspaces review, Access review, owner/admin hosted change, or hosted billing.')
|
||||
: (showSelfHostedCommercial
|
||||
? 'Say whether the blocked path was Workspaces, Access, hosted billing, licenses, refunds, or privacy.'
|
||||
: 'Say whether the blocked path was Workspaces, Access, or hosted billing.')) + '</span></div>' +
|
||||
'<div class="portal-support-runbook-step"><strong>2. Account or email</strong><span>' + (hostedViewOnly
|
||||
? (showSelfHostedCommercial
|
||||
? 'Include the hosted account and workspace for the blocked review or owner/admin path, or the commercial billing email for self-hosted work.'
|
||||
: 'Include the hosted account and workspace or hosted billing account that still needed owner/admin action.')
|
||||
: (showSelfHostedCommercial
|
||||
? 'Include the hosted account and workspace when relevant, or the commercial billing email for self-hosted work.'
|
||||
: 'Include the hosted account and workspace or hosted billing account that the failed path belongs to.')) + '</span></div>' +
|
||||
'<div class="portal-support-runbook-step"><strong>3. Failed action</strong><span>Name the exact button, form, or billing step that failed and what happened next.</span></div>'
|
||||
)
|
||||
: (
|
||||
|
||||
Reference in New Issue
Block a user