Files
company_site/company_site/financial/permissions.py
T
westfarn 7dd5ec3be1
Unit Tests / test (push) Successful in 16s
Add Employee vs Client user type and filter time/reports by employee (#14) (#15)
## Summary

- Adds `UserProfile` model with mutually exclusive **Employee** / **Client** types
- Replaces auto-Employee signal with auto-Client profile on user creation
- Data migration: users with time log entries → Employee; others → Client (orphan Employee rows removed)
- Admin UI at `/financial/manage_users` to set any user's type; profile page shows current type
- **Employees** can log time; **Clients** get read-only access to reports and time logs
- Time logs, reports, and dashboard filter to employees only
- 14 new tests covering signals, type switching, access control, and filtering

## Design decisions (from issue Q&A)

1. Client login = read-only financial access (reports + time logs, no edit/log time)
2. Employee and Client are strictly mutually exclusive
3. Admins (superusers) can change type via Manage Users
4. Bulk migration applied for existing users

## Test plan

- [x] `python manage.py test financial.tests` (14 tests pass)
- [x] `python manage.py test public.tests` (21 tests pass)
- [ ] Run migration on staging: `python manage.py migrate`
- [ ] Verify admin can set user types at `/financial/manage_users`
- [ ] Verify employee can log time at `/financial/timekeeping`
- [ ] Verify client sees reports/time logs read-only, cannot log time
- [ ] Verify employee filter dropdown excludes clients

Closes #14

Reviewed-on: #15
2026-07-05 12:54:50 +00:00

77 lines
1.8 KiB
Python

from functools import wraps
from django.contrib.auth.decorators import login_required, user_passes_test
from django.core.exceptions import PermissionDenied
def get_user_profile(user):
if not user.is_authenticated:
return None
from .models import UserProfile
return UserProfile.objects.filter(user_id=user.pk).first()
def is_financial_admin(user):
return user.is_active and user.is_superuser
def is_employee_user(user):
profile = get_user_profile(user)
return bool(profile and profile.is_employee())
def is_client_user(user):
profile = get_user_profile(user)
return bool(profile and profile.is_client())
def has_financial_access(user):
return is_financial_admin(user) or is_employee_user(user) or is_client_user(user)
def can_write_financials(user):
return is_financial_admin(user) or is_employee_user(user)
def get_employees():
from .models import Employee, UserProfile
return Employee.objects.filter(
user__profile__user_type=UserProfile.UserType.EMPLOYEE
)
def get_user_employee(user):
from .models import Employee
if not is_employee_user(user):
return None
return Employee.objects.filter(user=user).first()
def financial_admin_required(view_func):
return user_passes_test(is_financial_admin)(view_func)
def financial_access_required(view_func):
@login_required
@wraps(view_func)
def _wrapped(request, *args, **kwargs):
if has_financial_access(request.user):
return view_func(request, *args, **kwargs)
raise PermissionDenied
return _wrapped
def financial_write_required(view_func):
@login_required
@wraps(view_func)
def _wrapped(request, *args, **kwargs):
if can_write_financials(request.user):
return view_func(request, *args, **kwargs)
raise PermissionDenied
return _wrapped