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Scope invited members to their assigned workspace(s) - #4

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jakeschepis merged 4 commits into
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feature/memory-system-and-settings-ui
Feb 7, 2026
Merged

jakeschepis merged 4 commits into
mainfrom
feature/memory-system-and-settings-ui

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Summary

  • Adds isPlatformAdmin flag to JWT/session so the client knows if the logged-in user is the platform admin
  • Non-admin invited members are scoped to only their assigned workspace(s) — no Admin mode, no Clients tab, no Keys/Memories/Mind Map
  • Server-side authorization added to all admin-only API routes (clients CRUD, settings endpoints)
  • Fixed members list to show actual names/emails instead of raw user IDs

What changes for each user type

Element Platform Admin Invited Member
Org switcher "Admin" option Yes No
Org switcher dropdown All orgs Only their orgs (static if 1)
Keys, Memories, Mind Map Yes No
Clients nav tab Yes No
System status badge Yes No
Dashboard, Workflows, Activity, Credentials Yes Yes

Security fixes included

  • POST /api/clients — restricted to platform admin only
  • PATCH /api/clients/[id] — requires owner/admin role or platform admin
  • DELETE /api/clients/[id] — requires owner role or platform admin
  • GET /api/settings/oauth-apps — admin-only
  • GET /api/settings/memory — admin-only
  • GET /api/settings/model — admin-only
  • /dashboard/clients page — client-side redirect for non-admins
  • Admin email comparison made case-insensitive throughout
  • Admin dialogs only rendered in DOM for platform admins

Test plan

  • npm run typecheck — clean
  • npm run lint — clean
  • Unit tests for members API mapping logic (7 tests passing)
  • Login as ADMIN_EMAIL → see Admin option, all tabs, Keys/Memories/Mind Map
  • Login as invited member (1 org) → org name displayed (no dropdown), no Clients tab, only Logout in menu
  • Login as invited member (2+ orgs) → dropdown with only their orgs (no Admin), no Clients tab
  • Navigate to /dashboard/clients as non-admin → redirected to /dashboard
  • Hit POST /api/clients as non-admin → 403 Forbidden

🤖 Generated with Claude Code

Add isPlatformAdmin flag to JWT/session to distinguish platform admins
from invited members. Non-admins are restricted to only their assigned
workspaces with no access to admin features.

- Add isPlatformAdmin to auth JWT/session with case-insensitive email check
- Guard Admin mode in ClientProvider (block null client for non-admins)
- Conditionally render org switcher, admin menu items, and system status
- Hide Clients nav tab for non-admins
- Add server-side authorization to clients CRUD API routes
- Add admin checks to settings API routes (oauth-apps, memory, model)
- Add client-side redirect guard on /dashboard/clients page
- Fix members API to resolve names/emails from usersTable (not just accountsTable)
- Add unit tests for members API mapping logic

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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github-actions Bot commented Feb 7, 2026

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PR Validation Failed

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@claude

claude Bot commented Feb 7, 2026

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Code Review

Found 4 issues that need attention:

1. Missing function: getResendFromEmail does not exist

File: src/app/api/clients/[id]/members/route.ts:9

The function getResendFromEmail is imported from @/modules/communication/email but does not exist in that module. This will cause a compilation error.

Fix: Add the getResendFromEmail function to src/modules/communication/email.ts.


2. Missing module: src/lib/email-templates.ts does not exist

File: src/app/api/clients/[id]/members/route.ts:10

The import import { getInvitationEmailHtml } from '@/lib/email-templates'; references a file that doesn't exist. This will cause a compilation error.

Fix: Create src/lib/email-templates.ts with the getInvitationEmailHtml function.


3. isPlatformAdmin flag is not recomputed on JWT renewal

File: src/lib/auth.ts:354

The isPlatformAdmin flag is only computed on initial sign-in. If ADMIN_EMAIL changes, users retain the stale value for up to 30 days.

Fix: Move the isPlatformAdmin computation outside the if (user) block so it's recomputed on every JWT callback.


4. Missing platform admin bypass in POST /api/clients/[id]/members

File: src/app/api/clients/[id]/members/route.ts:113-115

The POST handler (invite members) lacks the isPlatformAdmin bypass that PATCH/DELETE handlers have, preventing platform admins from managing organizations they're not members of.

Fix: Add platform admin bypass check before the role check, consistent with other endpoints.

Workflow export JSONs may contain embedded API keys and credentials.
Also add *.key to .gitignore for defense in depth.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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github-actions Bot commented Feb 7, 2026

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PR Validation Failed

Some checks failed. Please review the errors above.

- Add email-templates.ts and getResendFromEmail (were unstaged)
- Recompute isPlatformAdmin on every JWT refresh (not just initial sign-in)
- Add platform admin bypass to POST /api/clients/[id]/members

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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github-actions Bot commented Feb 7, 2026

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PR Validation Failed

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Reduce minimum duration thresholds (10→5ms, 20→10ms) to account for
faster execution on CI runners where setTimeout(10) can resolve in 9ms.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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github-actions Bot commented Feb 7, 2026

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PR Validation Passed

All checks passed! Ready for review.

@jakeschepis
jakeschepis merged commit 36d9373 into main Feb 7, 2026
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