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Add access roles plan, let Workforce name roster managers, tell blocked accounts why - #3865
docs/access-roles.md: the one list of every role (site, Work mode, On Call team), how each is given, what it opens, where it is decided, and the open gaps for the owner. Gaps 2 and 5 are now resolved, and gap 3 explains that the roster hold is the privacy assessment's real-staff hold.
Workforce names roster managers. People and roles gains a "Roster managers" sheet per team. Medical Workforce for that hospital, or the administrator, ticks a team member to name them and unticks to remove. The server (src/lib/work-roles/people.ts, new set-manager action) checks roles.grant at hospital scope, that the team belongs to the hospital, that the person is an active team member (via roster_set_manager), and never lets a non-administrator change their own role. It stays behind the roster release hold (503 roster_release_held while held). Decision record: docs/decisions/2026-10-27-workforce-names-roster-managers.md.
Blocked accounts. A banned account now sees "This account has been blocked, so it can't sign in..." on password sign-in, email links and provider sign-in, instead of a generic failure.
tests/access-roles-walkthrough.test.ts: walks each role through the real checks, including the new manager naming chain and its refusals (other hospital, self, not a member, DCT, manager). New tests/admin-people-managers-sheet.dom.test.tsx covers the sheet and the example-records reducer.
The in-memory database stand-in moves to tests/helpers/work-roles-fake-db.ts, shared by both tests.
No database, migration or setting changes. The existing roster_set_manager RPC is reused as is.
Verification
Checks run:
npx vitest run tests/work-roles tests/admin-people tests/auth- tests/access-roles tests/account-access: Test Files 26 passed (26), Tests 299 passed (299)
Mutation check (earlier commit): flipping assessments.review to allow the administrator fails the walk-through, restored.
npm run lint and npm run typecheck passed.
prettier on changed files, check:diff-integrity (64 to 89 test cases), check:decisions (0 errors), check:knip, pre-commit docs sync passed. Repo awareness snapshot refreshed.
Live accounts were not exercised: this session cannot reach the production database.
Risk and rollout
Risk: low. New action is server-checked and held in production by the existing roster release hold, so it has no live effect until that hold is lifted.
Rollback: revert the commits.
Provider or production effects: None
Clinical Governance Preflight
Not applicable: no ingestion, answer, retrieval, source, document access or clinical output change. The sign-in change only alters error wording for banned accounts.
Lists every site, Work mode and On Call team role in docs/access-roles.md,
with how each is given, what it opens and the open gaps. The new test walks
each role through the real checks and follows the administrator to
Workforce to DCT to supervisor hand-off, and checks every Hospital row opens
a page that exists. The in-memory database stand-in moves to a shared helper.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_015S9ob8XfX9Eyipv7VGUyDr
This pull request has been ignored for the connected project sjrfecxgysukkwxsowpy because there are no changes detected in supabase directory. You can change this behaviour in Project Integrations Settings ↗︎.
This PR adds documentation for site, Work mode, and On Call roles. It adds a reusable in-memory work-roles database for tests and adds walkthrough tests for access checks, role handoffs, and Hospital-screen routes.
Documents role scopes, access, grant and lapse rules, safeguards, and listed limitations. Adds the document to the index and repository-awareness snapshot.
Share work-roles test database tests/helpers/work-roles-fake-db.ts, tests/work-roles-people-changes.test.ts
Adds a reusable in-memory database with query, uniqueness, team-move, auth, and RPC behavior. The people-changes test now uses the helper instead of its local implementation.
Exercise access roles and handoffs tests/access-roles-walkthrough.test.ts
Adds synthetic-data tests for site-role checks, Work mode capabilities, grant and revocation handoffs, and Hospital-screen route links.
BigSimmo/PsychSift#3614: Adds assessment and supervisor access behavior that relates to the supervisor role documented and tested here.
BigSimmo/PsychSift#3796: Adds the server-side health-professional declaration check covered by the site-role documentation and tests.
Suggested reviewers:claude
Merge Risk: Low · up to ae159
Clarify the role documentation’s SQL exception before relying on it as a parity guide. This is a bounded documentation risk and does not otherwise block merging.
Pre-merge checks: 4 · 1
Failed checks: 1 warning
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Docstring Coverage
Docstring coverage is 15.38% which is insufficient. The required threshold is 80.00%. Docstring coverage is scoped to functions touched by this diff. Documentation-only edits and deletions within surv…
Write docstrings for the functions missing them to satisfy the coverage threshold.
Passed checks: 4 passed
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Linked Issues check
Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check
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Title check
The title is concise and clearly identifies the access-roles documentation and related role and account-access changes described in the pull request.
Description check
The description includes a detailed summary, verification evidence, risk and rollback information, provider impact, and a Clinical Governance Preflight statement. The template's Notes section and expl…
Full details: Description check
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The description includes a detailed summary, verification evidence, risk and rollback information, provider impact, and a Clinical Governance Preflight statement. The template's Notes section and explicit Areas touched output are missing, but the description is otherwise substantially complete.
Full details: Docstring Coverage
Explanation
Docstring coverage is 15.38% which is insufficient. The required threshold is 80.00%. Docstring coverage is scoped to functions touched by this diff. Documentation-only edits and deletions within surviving functions are included; unchanged diff context and fully deleted functions are excluded. Analyzed 13 functions across 3 files. (3 skipped: 3 unsupported.)
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Write docstrings for the functions missing them to satisfy the coverage threshold.
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Actionable comments posted: 1
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Inline comments:
Review comments at @docs/access-roles.md:
- Line 28: Update the capability-parity statement in the access-roles
documentation to clarify that most rules are mirrored by SQL work_can(), but
staffing.overview is checked in TypeScript only.
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Reviewing files that changed from the base of the PR and between c4aa2b7 and ae15962.
Files selected for processing: 6
data/repo-awareness-snapshot.json
docs/README.md
docs/access-roles.md
tests/access-roles-walkthrough.test.ts
tests/helpers/work-roles-fake-db.ts
tests/work-roles-people-changes.test.ts
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- People and roles: Workforce (or the administrator) can name and remove a
team's roster managers for their own hospital, never themselves. The server
checks roles.grant at hospital scope, team-in-hospital and active membership,
and stays behind the roster release hold.
- Sign-in: a banned account now sees "This account has been blocked" on
password sign-in, email links and provider sign-in, instead of a generic error.
- Roles doc: gaps 2 and 5 resolved, privacy hold explained, SQL parity
exception for staffing.overview noted (review feedback).
- Decision record for the owner's request.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_015S9ob8XfX9Eyipv7VGUyDr
BigSimmo
changed the title
Add access roles plan and a walk-through test for every role
Add access roles plan, let Workforce name roster managers, tell blocked accounts why
Oct 27, 2026
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Requested by Josh · project thread
Summary
docs/access-roles.md: the one list of every role (site, Work mode, On Call team), how each is given, what it opens, where it is decided, and the open gaps for the owner. Gaps 2 and 5 are now resolved, and gap 3 explains that the roster hold is the privacy assessment's real-staff hold.src/lib/work-roles/people.ts, newset-manageraction) checksroles.grantat hospital scope, that the team belongs to the hospital, that the person is an active team member (viaroster_set_manager), and never lets a non-administrator change their own role. It stays behind the roster release hold (503roster_release_heldwhile held). Decision record:docs/decisions/2026-10-27-workforce-names-roster-managers.md.tests/access-roles-walkthrough.test.ts: walks each role through the real checks, including the new manager naming chain and its refusals (other hospital, self, not a member, DCT, manager). Newtests/admin-people-managers-sheet.dom.test.tsxcovers the sheet and the example-records reducer.tests/helpers/work-roles-fake-db.ts, shared by both tests.roster_set_managerRPC is reused as is.Verification
npx vitest run tests/work-roles tests/admin-people tests/auth- tests/access-roles tests/account-access:Test Files 26 passed (26),Tests 299 passed (299)assessments.reviewto allow the administrator fails the walk-through, restored.npm run lintandnpm run typecheckpassed.prettieron changed files,check:diff-integrity(64 to 89 test cases),check:decisions(0 errors),check:knip, pre-commit docs sync passed. Repo awareness snapshot refreshed.Risk and rollout
Clinical Governance Preflight
Not applicable: no ingestion, answer, retrieval, source, document access or clinical output change. The sign-in change only alters error wording for banned accounts.
🤖 Generated with Claude Code
https://claude.ai/code/session_015S9ob8XfX9Eyipv7VGUyDr