- Prepare the user_accounts role lookup once in the auth middleware; it
runs on nearly every authenticated request
- Prepare session store get/set/destroy/purge statements once in the
constructor instead of per request
- Prepare the per-check SELECT once per PDF job instead of once per check
- Fix account settings modal overflow: add max-height to .modal, make
.modal-body flex/scrollable, widen #acct-settings-modal to 620px
- Add role column to user_accounts (editor|viewer) with migration;
existing assignments promoted to editor
- New isEditorForAccount() in auth middleware for per-account write checks
- Replace global requireEditor with per-account checks in checks.js,
deposits.js, pdf.js, deposit-pdf.js, qbo-import.js
- GET /api/accounts now returns user_role per account
- users.js returns {account_id, role} per assignment; POST/PUT accept
accounts as [{id, role}]
- Frontend: state.accountRole tracks effective role for active account;
applyRoleUI and renderRow use it; user management shows role dropdown
per account assignment
Three-tier user model: admin (all accounts, all actions), editor
(assigned accounts, read/write), viewer (assigned accounts, read-only).
Backend:
- express-session with custom SQLite session store (no extra packages)
- bcryptjs for password hashing
- src/middleware/auth.js: requireAuth, requireAdmin, requireEditor,
canAccessAccount helpers
- src/routes/auth.js: login, logout, /me, setup-needed, change-password
- src/routes/users.js: full CRUD + account assignments (admin only)
- All API routes protected; /api/accounts filtered by user access;
write routes gated by requireEditor; admin-only routes locked down
Frontend:
- Login overlay (full-page) with first-run admin-setup flow
- Role-based UI: admin-only elements hidden for non-admins; edit/delete
and PDF buttons hidden for viewers; account switcher shows only
accessible accounts for non-admins
- Users modal (admin only): user list with role badges, create/edit/delete
users, set account access via checkboxes
- Change-password section available to all logged-in users
- apiFetch redirects to login on 401
steve