0.2.45: Administrator (view only) role

New external role administrator_viewer: signs into the admin interface
and reads everything for its granted funds and SPVs (overview, partners,
capital accounts with every investor's statements, documents, valuation
history) but every write is refused: no imports, uploads, deletions,
entity edits, exit marking, or account management. No migration needed;
roles are stored as strings.

Internal admins can flip an Administrator between full management and
view only via a new Access level dropdown in Users > Manage. The
user-list endpoint is read-widened for the viewer role so investor names
resolve on its screens; all mutating endpoints keep the stricter gate.
This commit is contained in:
Jonathan Kirkwood
2026-08-11 15:37:44 -05:00
parent 1dabbc3073
commit 858bbe10da
18 changed files with 273 additions and 70 deletions
+3 -2
View File
@@ -20,11 +20,12 @@ class UserRole(str, enum.Enum):
viewer = "viewer"
# External accounts (entity-scoped via EntityAccess)
investor = "investor"
fund_administrator = "fund_administrator"
fund_administrator = "fund_administrator" # "Administrator" — manages its funds
administrator_viewer = "administrator_viewer" # "Administrator (view only)" — reads its funds
# External roles see only the entities granted to them.
EXTERNAL_ROLES = (UserRole.investor, UserRole.fund_administrator)
EXTERNAL_ROLES = (UserRole.investor, UserRole.fund_administrator, UserRole.administrator_viewer)
class DocumentCategory(str, enum.Enum):