padreug
cbdd5f3779
Documents comprehensive enhancements to Castle permissions UI: - Analytics dashboard with permission usage statistics - Bulk grant operations for multiple users - Permission template copying from experienced users - User offboarding with revoke-all - Account sync UI with manual trigger - Expiring permissions alerts Implementation prioritized into 3 phases: - Phase 1 (2-3 days): Analytics, bulk grant, account sync - Phase 2 (2-3 days): Copy permissions, offboard, alerts - Phase 3 (later): Templates, advanced analytics Showcases backend features from account_sync.py and permission_management.py modules. 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <noreply@anthropic.com>
734 lines
24 KiB
Markdown
734 lines
24 KiB
Markdown
# Castle UI Improvements Plan
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**Date**: November 10, 2025
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**Status**: 📋 **Planning Document**
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**Related**: ACCOUNT-SYNC-AND-PERMISSION-IMPROVEMENTS.md, PERMISSIONS-SYSTEM.md
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---
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## Overview
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Enhance the Castle permissions UI to showcase new bulk permission management and account sync features, making admin tasks faster and more intuitive.
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---
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## Current UI Assessment
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**What's Good:**
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- ✅ Clean Quasar/Vue.js structure
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- ✅ Three views: By User, By Account, Equity
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- ✅ Basic grant/revoke functionality
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- ✅ Good visual design with icons and colors
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- ✅ Admin-only protection
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**What's Missing:**
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- ❌ No bulk operations
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- ❌ No permission analytics dashboard
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- ❌ No permission templates/copying
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- ❌ No account sync UI
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- ❌ No user offboarding workflow
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- ❌ No expiring permissions alerts
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---
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## Proposed Enhancements
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### 1. Add "Analytics" Tab
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**Purpose**: Give admins visibility into permission usage
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**Features:**
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- Total permissions count (by type)
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- Permissions expiring soon (7 days)
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- Most-permissioned accounts (top 10)
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- Users with/without permissions
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- Permission grant timeline chart
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**UI Mockup:**
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```
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┌─────────────────────────────────────────────┐
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│ 📊 Permission Analytics │
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├─────────────────────────────────────────────┤
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│ │
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│ ┌──────────────┐ ┌──────────────┐ │
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│ │ Total │ │ Expiring │ │
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│ │ 150 │ │ 5 (7 days) │ │
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│ │ Permissions │ │ │ │
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│ └──────────────┘ └──────────────┘ │
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│ │
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│ Permission Distribution │
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│ ┌────────────────────────────────────┐ │
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│ │ READ ██████ 50 (33%) │ │
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│ │ SUBMIT_EXPENSE ████████ 80 (53%) │ │
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│ │ MANAGE ████ 20 (13%) │ │
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│ └────────────────────────────────────┘ │
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│ │
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│ ⚠️ Expiring Soon │
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│ ┌────────────────────────────────────┐ │
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│ │ alice on Expenses:Food (3 days) │ │
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│ │ bob on Income:Services (5 days) │ │
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│ └────────────────────────────────────┘ │
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│ │
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│ Top Accounts by Permissions │
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│ ┌────────────────────────────────────┐ │
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│ │ 1. Expenses:Food (25 permissions) │ │
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│ │ 2. Expenses:Accommodation (18) │ │
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│ │ 3. Income:Services (12) │ │
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│ └────────────────────────────────────┘ │
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└─────────────────────────────────────────────┘
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```
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**Implementation:**
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- New API endpoint: `GET /api/v1/admin/permissions/analytics`
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- Client-side stats display with Quasar charts
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- Auto-refresh every 30 seconds
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---
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### 2. Bulk Permission Operations Menu
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**Purpose**: Enable admins to perform bulk operations efficiently
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**Features:**
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- Bulk Grant (multiple users)
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- Copy Permissions (template from user)
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- Offboard User (revoke all)
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- Close Account (revoke all on account)
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**UI Mockup:**
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```
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┌─────────────────────────────────────────────┐
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│ 🔐 Permission Management │
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│ │
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│ [Grant Permission ▼] [Bulk Operations ▼] │
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│ │
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│ ┌──────────────────────────────────┐ │
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│ │ • Bulk Grant to Multiple Users │ │
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│ │ • Copy Permissions from User │ │
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│ │ • Offboard User (Revoke All) │ │
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│ │ • Close Account (Revoke All) │ │
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│ │ • Sync Accounts from Beancount │ │
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│ └──────────────────────────────────┘ │
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└─────────────────────────────────────────────┘
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```
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---
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### 3. Bulk Grant Dialog
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**UI Mockup:**
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```
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┌───────────────────────────────────────────┐
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│ 👥 Bulk Grant Permission │
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├───────────────────────────────────────────┤
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│ │
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│ Select Users * │
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│ ┌────────────────────────────────────┐ │
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│ │ 🔍 Search users... │ │
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│ └────────────────────────────────────┘ │
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│ │
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│ Selected: alice, bob, charlie (3 users) │
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│ │
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│ Select Account * │
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│ ┌────────────────────────────────────┐ │
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│ │ Expenses:Food │ │
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│ └────────────────────────────────────┘ │
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│ │
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│ Permission Type * │
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│ ┌────────────────────────────────────┐ │
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│ │ Submit Expense │ │
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│ └────────────────────────────────────┘ │
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│ │
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│ Expires (Optional) │
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│ [2025-12-31 23:59:59] │
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│ │
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│ Notes (Optional) │
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│ [Q4 2025 food team members] │
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│ │
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│ ℹ️ This will grant SUBMIT_EXPENSE │
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│ permission to 3 users on │
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│ Expenses:Food │
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│ │
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│ [Cancel] [Grant to 3 Users] │
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└───────────────────────────────────────────┘
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```
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**Features:**
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- Multi-select user dropdown
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- Preview of operation before confirm
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- Shows estimated time savings
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---
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### 4. Copy Permissions Dialog
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**UI Mockup:**
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```
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┌───────────────────────────────────────────┐
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│ 📋 Copy Permissions │
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├───────────────────────────────────────────┤
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│ │
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│ Copy From (Template User) * │
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│ ┌────────────────────────────────────┐ │
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│ │ alice (Experienced Coordinator) │ │
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│ └────────────────────────────────────┘ │
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│ │
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│ 📊 alice has 5 permissions: │
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│ • Expenses:Food (Submit Expense) │
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│ • Expenses:Food:Groceries (Submit) │
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│ • Income:Services (Read) │
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│ • Assets:Cash (Read) │
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│ • Expenses:Utilities (Submit) │
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│ │
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│ Copy To (New User) * │
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│ ┌────────────────────────────────────┐ │
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│ │ bob (New Hire) │ │
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│ └────────────────────────────────────┘ │
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│ │
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│ Filter by Permission Type (Optional) │
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│ ☑ Submit Expense ☐ Read ☐ Manage │
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│ │
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│ Notes │
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│ [Copied from Alice - new coordinator] │
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│ │
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│ ℹ️ This will copy 3 SUBMIT_EXPENSE │
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│ permissions from alice to bob │
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│ │
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│ [Cancel] [Copy Permissions] │
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└───────────────────────────────────────────┘
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```
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**Features:**
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- Shows source user's permissions
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- Filter by permission type
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- Preview before copying
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---
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### 5. Offboard User Dialog
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**UI Mockup:**
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```
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┌───────────────────────────────────────────┐
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│ 🚪 Offboard User │
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├───────────────────────────────────────────┤
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│ │
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│ Select User to Offboard * │
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│ ┌────────────────────────────────────┐ │
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│ │ charlie (Departed Employee) │ │
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│ └────────────────────────────────────┘ │
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│ │
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│ ⚠️ Current Permissions (8 total): │
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│ ┌────────────────────────────────────┐ │
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│ │ • Expenses:Food (Submit Expense) │ │
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│ │ • Expenses:Utilities (Submit) │ │
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│ │ • Income:Services (Read) │ │
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│ │ • Assets:Cash (Read) │ │
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│ │ • Expenses:Accommodation (Submit) │ │
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│ │ • ... 3 more │ │
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│ └────────────────────────────────────┘ │
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│ │
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│ ⚠️ Warning: This will revoke ALL │
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│ permissions for this user. They will │
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│ immediately lose access to Castle. │
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│ │
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│ Reason for Offboarding │
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│ [Employee departure - last day] │
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│ │
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│ [Cancel] [Revoke All (8)] │
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└───────────────────────────────────────────┘
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```
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**Features:**
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- Shows all current permissions
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- Requires confirmation
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- Logs reason for audit
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---
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### 6. Account Sync UI
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**Location**: Admin Settings or Bulk Operations menu
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**UI Mockup:**
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```
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┌───────────────────────────────────────────┐
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│ 🔄 Sync Accounts from Beancount │
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├───────────────────────────────────────────┤
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│ │
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│ Sync accounts from your Beancount ledger │
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│ to Castle database for permission mgmt. │
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│ │
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│ Last Sync: 2 hours ago │
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│ Status: ✅ Up to date │
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│ │
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│ Accounts in Beancount: 150 │
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│ Accounts in Castle DB: 150 │
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│ │
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│ Options: │
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│ ☐ Force full sync (re-check all) │
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│ │
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│ [Sync Now] │
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│ │
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│ Recent Sync History: │
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│ ┌────────────────────────────────────┐ │
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│ │ Nov 10, 2:00 PM - Added 2 accounts │ │
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│ │ Nov 10, 12:00 PM - Up to date │ │
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│ │ Nov 10, 10:00 AM - Added 1 account │ │
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│ └────────────────────────────────────┘ │
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└───────────────────────────────────────────┘
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```
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**Features:**
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- Shows sync status
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- Last sync timestamp
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- Account counts
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- Sync history
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---
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### 7. Expiring Permissions Alert
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**Location**: Top of permissions page (if any expiring soon)
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**UI Mockup:**
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```
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┌─────────────────────────────────────────────┐
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│ ⚠️ 5 Permissions Expiring Soon (Next 7 Days)│
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├─────────────────────────────────────────────┤
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│ • alice on Expenses:Food (3 days) │
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│ • bob on Income:Services (5 days) │
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│ • charlie on Assets:Cash (7 days) │
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│ │
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│ [View All] [Extend Expiration] [Dismiss] │
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└─────────────────────────────────────────────┘
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```
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**Features:**
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- Prominent alert banner
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- Shows expiring in next 7 days
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- Quick actions to extend
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---
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### 8. Permission Templates (Future)
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**Concept**: Pre-defined permission sets for common roles
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**UI Mockup:**
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```
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┌───────────────────────────────────────────┐
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│ 📝 Apply Permission Template │
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├───────────────────────────────────────────┤
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│ │
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│ Select User * │
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│ [bob] │
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│ │
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│ Select Template * │
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│ ┌────────────────────────────────────┐ │
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│ │ Food Coordinator (5 permissions) │ │
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│ │ • Expenses:Food (Submit) │ │
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│ │ • Expenses:Food:* (Submit) │ │
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│ │ • Income:Services (Read) │ │
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│ │ │ │
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│ │ Accommodation Manager (8 perms) │ │
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│ │ Finance Admin (15 perms) │ │
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│ │ Read-Only Auditor (25 perms) │ │
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│ └────────────────────────────────────┘ │
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│ │
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│ [Cancel] [Apply Template] │
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└───────────────────────────────────────────┘
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```
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---
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## Implementation Priority
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### Phase 1: Quick Wins (This Week)
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**Effort**: 2-3 days
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1. **Analytics Tab** (1 day)
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- Add new tab to permissions.html
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- Call analytics API endpoint
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- Display stats with Quasar components
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2. **Bulk Grant Dialog** (1 day)
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- Add multi-select user dropdown
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- Call bulk grant API
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- Show success/failure results
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3. **Account Sync Button** (0.5 days)
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- Add sync button to admin area
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- Call sync API
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- Show progress and results
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**Impact**: Immediate productivity boost for admins
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---
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### Phase 2: Bulk Operations (Next Week)
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**Effort**: 2-3 days
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4. **Copy Permissions Dialog** (1 day)
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- Template selection UI
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- Preview permissions
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- Copy operation
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5. **Offboard User Dialog** (1 day)
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- User selection with permission preview
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- Confirmation with reason logging
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- Bulk revoke operation
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6. **Expiring Permissions Alert** (0.5 days)
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- Alert banner component
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- Query expiring permissions
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- Quick actions
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**Impact**: Major time savings for common workflows
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---
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### Phase 3: Polish (Later)
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**Effort**: 2-3 days
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7. **Permission Templates** (2 days)
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- Template management UI
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- Template CRUD operations
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- Apply template workflow
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8. **Advanced Analytics** (1 day)
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- Charts and graphs
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- Permission history timeline
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- Usage patterns
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**Impact**: Long-term ease of use
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---
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## Technical Implementation
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### New API Endpoints Needed
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```javascript
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// Analytics
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GET /api/v1/admin/permissions/analytics
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// Bulk Operations
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POST /api/v1/admin/permissions/bulk-grant
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{
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user_ids: ["alice", "bob", "charlie"],
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account_id: "acc123",
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permission_type: "submit_expense",
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expires_at: "2025-12-31T23:59:59",
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notes: "Q4 team"
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}
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POST /api/v1/admin/permissions/copy
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{
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from_user_id: "alice",
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to_user_id: "bob",
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permission_types: ["submit_expense"],
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notes: "New coordinator"
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}
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DELETE /api/v1/admin/permissions/user/{user_id}
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DELETE /api/v1/admin/permissions/account/{account_id}
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// Account Sync
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POST /api/v1/admin/sync-accounts
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{
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force_full_sync: false
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}
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GET /api/v1/admin/sync-accounts/status
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```
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### Vue.js Component Structure
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```
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permissions.html
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├── Analytics Tab (new)
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│ ├── Stats Cards
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│ ├── Distribution Chart
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│ ├── Expiring Soon List
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│ └── Top Accounts List
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│
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├── By User Tab (existing)
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│ └── Enhanced with bulk operations
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│
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├── By Account Tab (existing)
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│ └── Enhanced with bulk operations
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│
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├── Equity Tab (existing)
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│
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└── Dialogs
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├── Bulk Grant Dialog (new)
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├── Copy Permissions Dialog (new)
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├── Offboard User Dialog (new)
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├── Account Sync Dialog (new)
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├── Grant Permission Dialog (existing)
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└── Revoke Confirmation Dialog (existing)
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```
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### State Management
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```javascript
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// Add to Vue app data
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{
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// Analytics
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analytics: {
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total: 0,
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byType: {},
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expiringSoon: [],
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topAccounts: []
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},
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// Bulk Operations
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bulkGrantForm: {
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user_ids: [],
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account_id: null,
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permission_type: null,
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expires_at: null,
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notes: ''
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},
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copyPermissionsForm: {
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from_user_id: null,
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to_user_id: null,
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permission_types: [],
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notes: ''
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},
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offboardForm: {
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user_id: null,
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reason: ''
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},
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// Account Sync
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syncStatus: {
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lastSync: null,
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beancountAccounts: 0,
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castleAccounts: 0,
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status: 'idle'
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}
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}
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```
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---
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## User Experience Flow
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### Onboarding New Team Member (Before vs After)
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**Before** (10 minutes):
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1. Open permissions page
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2. Click "Grant Permission" 5 times
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3. Fill form each time (user, account, type)
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4. Click grant, repeat
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5. Hope you didn't forget any
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**After** (1 minute):
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1. Click "Bulk Operations" → "Copy Permissions"
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2. Select template user → Select new user
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3. Click "Copy"
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4. Done! ✨
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**Time Saved**: 90%
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---
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### Quarterly Access Review (Before vs After)
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**Before** (2 hours):
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1. Export permissions to spreadsheet
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2. Manually review each one
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3. Delete expired individually
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4. Update expiration dates one by one
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**After** (5 minutes):
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1. Click "Analytics" tab
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2. See "5 Expiring Soon" alert
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3. Review list, click "Extend" on relevant ones
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4. Done! ✨
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**Time Saved**: 96%
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---
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## Testing Plan
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### UI Testing
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||
|
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```javascript
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// Test bulk grant
|
||
async function testBulkGrant() {
|
||
// 1. Open bulk grant dialog
|
||
// 2. Select 3 users
|
||
// 3. Select account
|
||
// 4. Select permission type
|
||
// 5. Click grant
|
||
// 6. Verify success message
|
||
// 7. Verify permissions appear in UI
|
||
}
|
||
|
||
// Test copy permissions
|
||
async function testCopyPermissions() {
|
||
// 1. Open copy dialog
|
||
// 2. Select source user with 5 permissions
|
||
// 3. Select target user
|
||
// 4. Filter to SUBMIT_EXPENSE only
|
||
// 5. Verify preview shows 3 permissions
|
||
// 6. Click copy
|
||
// 7. Verify target user has 3 new permissions
|
||
}
|
||
|
||
// Test analytics
|
||
async function testAnalytics() {
|
||
// 1. Switch to analytics tab
|
||
// 2. Verify stats load
|
||
// 3. Verify charts display
|
||
// 4. Verify expiring permissions show
|
||
// 5. Click on expiring permission
|
||
// 6. Verify details dialog opens
|
||
}
|
||
```
|
||
|
||
### Integration Testing
|
||
|
||
```python
|
||
# Test full workflow
|
||
async def test_onboarding_workflow():
|
||
# 1. Admin syncs accounts
|
||
sync_result = await api.post("/admin/sync-accounts")
|
||
assert sync_result["accounts_added"] >= 0
|
||
|
||
# 2. Admin copies permissions from template user
|
||
copy_result = await api.post("/admin/permissions/copy", {
|
||
"from_user_id": "template",
|
||
"to_user_id": "new_user"
|
||
})
|
||
assert copy_result["copied"] > 0
|
||
|
||
# 3. Verify new user has permissions in UI
|
||
perms = await api.get(f"/admin/permissions?user_id=new_user")
|
||
assert len(perms) > 0
|
||
|
||
# 4. Check analytics reflect new permissions
|
||
analytics = await api.get("/admin/permissions/analytics")
|
||
assert analytics["total_permissions"] increased
|
||
```
|
||
|
||
---
|
||
|
||
## Accessibility
|
||
|
||
- ✅ Keyboard navigation support
|
||
- ✅ Screen reader friendly labels
|
||
- ✅ Color contrast compliance (WCAG AA)
|
||
- ✅ Focus indicators
|
||
- ✅ ARIA labels on interactive elements
|
||
|
||
---
|
||
|
||
## Mobile Responsiveness
|
||
|
||
- ✅ Analytics cards stack vertically on mobile
|
||
- ✅ Dialogs are full-screen on small devices
|
||
- ✅ Touch-friendly button sizes
|
||
- ✅ Swipe gestures for tabs
|
||
|
||
---
|
||
|
||
## Error Handling
|
||
|
||
**Bulk Grant Fails:**
|
||
```
|
||
⚠️ Bulk Grant Results
|
||
✅ Granted to 3 users
|
||
❌ Failed for 2 users:
|
||
• bob: Already has permission
|
||
• charlie: Account not found
|
||
|
||
[View Details] [Retry Failed] [Dismiss]
|
||
```
|
||
|
||
**Account Sync Fails:**
|
||
```
|
||
❌ Account Sync Failed
|
||
Could not connect to Beancount service.
|
||
|
||
Error: Connection timeout after 10s
|
||
|
||
[Retry] [Check Settings] [Dismiss]
|
||
```
|
||
|
||
---
|
||
|
||
## Performance Considerations
|
||
|
||
- **Pagination**: Load permissions in batches of 50
|
||
- **Lazy Loading**: Load analytics only when tab is viewed
|
||
- **Debouncing**: Debounce search inputs (300ms)
|
||
- **Caching**: Cache analytics for 30 seconds
|
||
- **Optimistic UI**: Show loading state immediately
|
||
|
||
---
|
||
|
||
## Security Considerations
|
||
|
||
- ✅ All bulk operations require admin key
|
||
- ✅ Confirmation dialogs for destructive actions
|
||
- ✅ Audit log all bulk operations
|
||
- ✅ Rate limiting on API endpoints
|
||
- ✅ CSRF protection on forms
|
||
|
||
---
|
||
|
||
## Documentation
|
||
|
||
**User Guide** (to create):
|
||
1. How to bulk grant permissions
|
||
2. How to copy permissions (templating)
|
||
3. How to offboard a user
|
||
4. How to sync accounts
|
||
5. How to use analytics dashboard
|
||
|
||
**Admin Guide** (to create):
|
||
1. When to use bulk operations
|
||
2. Best practices for permission templates
|
||
3. How to monitor permission usage
|
||
4. Troubleshooting sync issues
|
||
|
||
---
|
||
|
||
## Success Metrics
|
||
|
||
**Measure after deployment:**
|
||
- Time to onboard new user: 10min → 1min
|
||
- Time for access review: 2hr → 5min
|
||
- Admin satisfaction score: 6/10 → 9/10
|
||
- Support tickets for permissions: -70%
|
||
- Permissions granted per month: +40%
|
||
|
||
---
|
||
|
||
## Summary
|
||
|
||
This UI improvement plan focuses on:
|
||
|
||
1. **Quick Wins**: Analytics and bulk grant (2-3 days)
|
||
2. **Bulk Operations**: Copy, offboard, sync (2-3 days)
|
||
3. **Polish**: Templates and advanced features (later)
|
||
|
||
**Total Time**: ~5-6 days for Phase 1 & 2
|
||
**Impact**: 50-70% reduction in admin time
|
||
**ROI**: Immediate productivity boost
|
||
|
||
The enhancements leverage the new backend features we built (account sync, bulk permission management) and make them accessible through an intuitive UI, significantly improving the admin experience.
|
||
|
||
---
|
||
|
||
**Document Version**: 1.0
|
||
**Last Updated**: November 10, 2025
|
||
**Status**: Ready for Implementation
|