content: a role now decides the booking Actions menu, and who opens Reports - #268
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…ports Triggered by: - Shelf-nu/shelf.nu#2961 - Shelf-nu/shelf.nu#2954 Reports moved from an asset-permission stand-in to a dedicated reports entity held by ADMIN and OWNER only, and booking item removal is now gated on role and status on every surface. Documents both, adds the removal matrix, and records that neither visibility toggle reaches Reports.
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WalkthroughThe update documents role-based booking action restrictions, booking-item removal rules, closed-booking behavior, and Reports access. It also updates related article dates and the Reports pricing description. ChangesRole gates and reports
Merge Risk: ⚪ Minimal · up to The PR documents role-based access changes and contains only a minor wording correction in the changelog; no actionable merge-blocking risk remains. 🚥 Pre-merge checks | ✅ 5✅ Passed checks (5 passed)
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Inline comments:
In `@content/updates/role-gates-on-booking-actions-and-reports.mdx`:
- Line 14: In the booking asset-list description, change the noun phrase “Check
in came back as an error” to use “Check-in,” while leaving the action/button
label “Check in selected items” unchanged.
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content/knowledge-base/adding-assets-and-kits-to-a-booking.mdxcontent/knowledge-base/configure-what-self-service-and-base-users-can-see.mdxcontent/knowledge-base/user-roles-and-their-permissions.mdxcontent/updates/role-gates-on-booking-actions-and-reports.mdxsrc/data/pricing.features.ts
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Addresses the CodeRabbit review on website-v2#268. "Check in selected items" stays unhyphenated because that is the button label.
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Applied. "Check-in came back as an error" is the noun, so it takes the hyphen; Check in selected items stays as-is because that is the button's own label, quoted verbatim from |
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Correction to the file path in my previous comment: the label is at |
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Triggered by
Product change summary
Two access rules the app already intended are now enforced on the server.
Reports has been hidden from the sidebar for Base and Self-service since it launched, but the four surfaces behind it (index, report pages, CSV export, PDF export) were gated on
assetpermissions as a stand-in, with an in-code TODO saying a dedicated entity was the plan. A bookmarked or shared link still opened them.PermissionEntity.reportsnow exists and only ADMIN and OWNER carryreadandexport.Booking bulk actions asked one question before opening the Actions menu: are you this booking's custodian. A Base user is the custodian of every booking they create, so past Draft the menu offered them Check in (403) and Remove (which went through, and sends the asset back to available, so the two were equivalent). Reported by a customer.
Verified against source, not the PR bodies
packages/permissions/src/matrix.ts—[PermissionEntity.reports]: []for BASE (line 28) and SELF_SERVICE (line 78);[read, export]for ADMIN (132) and OWNER (281).reports._index.tsxandreports.$reportId.tsxrequirereports:read;reports.export.$fileName[.csv].tsxandapi+/reports.$reportId.generate-pdf.tsxrequirereports:export. The PDF route usesexport, notreadas #2961's body says, which is why the update entry names CSV and PDF together.apps/webapp/app/hooks/use-sidebar-nav-items.tsx:194— the Reports nav item ishidden: isBaseOrSelfService, which is the intent the server now matches.apps/webapp/app/utils/bookings.ts—REMOVABLE_STATUSES_BY_ROLE: BASE[DRAFT], SELF_SERVICE[DRAFT, RESERVED], ADMIN and OWNER the full non-closed set.canRoleRemoveBookingAssetsresolves a role array with.some(), so[SELF_SERVICE, ADMIN]gets the admin answer.includedon free, plus, team and enterprise.Content changes
Factual corrections
content/knowledge-base/adding-assets-and-kits-to-a-booking.mdx— the Removing assets section said Ongoing and Overdue bookings are "unaffected, where pulling an item off a live booking is a normal correction", with no role qualification. True for Administrators and Owners only. New How far removal stays open, by role subsection with the table, plus the reason the two restricted roles stop where they do (removal from a live booking is a return, and a return is check-in, which neither role holds).Content enhancements
content/knowledge-base/user-roles-and-their-permissions.mdx— the permissions matrix had no row for Reports at all, so nothing on the site ever said who can open them. Adds that row plus three rows for booking item removal by status, a Reports bullet under Administrator, and a Reports line under Self-service and Base. The Bookings bullets for both restricted roles now state where removal stops.content/knowledge-base/configure-what-self-service-and-base-users-can-see.mdx— new bullet under What the Toggles Never Reach: neither toggle opens Reports. This is the misreading the page exists to prevent, and an admin switching booking visibility on could reasonably expect the compliance report to follow.src/data/pricing.features.ts— thereportsrow description now says it is included on every plan and open to Administrators and Owners. The availability map is untouched; role is not a plan gate and the matrix still rendersincludedacross all four tiers.New content
content/updates/role-gates-on-booking-actions-and-reports.mdx— changelog. Above the threshold deliberately: #2954 is not a silent fix. A Base custodian could remove items from a live booking and that reset the asset to available, so a workspace's behaviour genuinely changes, and it was customer-reported.Deliberately not done
shelf-demo-email, which is an admin, so an admin capture would show exactly the unchanged state. This is the same blocked follow-up asself-service-demo-login-for-media-pipeline; one extra demo login unblocks a growing list of role-visibility images.content/knowledge-base/getting-started-with-reports.mdxandcontent/features/reports.mdxare skipped here because open PR content: what Booking Compliance measures, who may open Reports, and how report money adds up #265 is already rewriting both. The KB article's "Who Can Run Reports" section currently reads "All workspace members with access to assets can open the Reports index", which #2961 has made false. That correction is going onto content: what Booking Compliance measures, who may open Reports, and how report money adds up #265's branch rather than into a guaranteed conflict on theupdated:line.Review notes
Impact scope
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