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Gishen-B2B/docs/features/members.md
kirukib 1f30f00da6 Finalize portal polish: profile, avatars, ID cards, and list UX. 
Ship leftover Yimaru login/personas, sidebar sections, filter modal, chart/stat clip fixes, and matching feature docs so the polish work is fully committed.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-08-06 21:57:07 +03:00

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Feature: Members & onboarding

Employee and dependant enrolment — CRUD, quick import, invites, join codes, offboarding.

Workspace: /Users/kirukib/Desktop/Yaltopia Project/Gishen-B2B

Pages

Route Purpose
/members Searchable/filterable member list
/members/new Invite / create employee (department + package)
/members/import Quick Excel/CSV import
/members/[id] Member detail — profile, package, dependants, pharmacy ID card, offboard
/join Self-join via join code or email domain
/invite/[token] Accept invite and set password

Entities

Endpoints

Capabilities

Action Roles
List / search SUPER_USER, HR_ADMIN, FINANCE (metadata)
Create / edit SUPER_USER, HR_ADMIN
Quick import SUPER_USER, HR_ADMIN
Send/resend invite SUPER_USER, HR_ADMIN
Add dependant SUPER_USER, HR_ADMIN
Offboard SUPER_USER, HR_ADMIN
Self-join Public (join code / domain)
Accept invite Public

Member lifecycle

invited → active → inactive | offboarded

Offboarding sets end_date; prescriptions remain on customer_id (portable).

Dependants

  • Linked via primary_member_id
  • Subject to org dependant_limit
  • Share primary's package by default; overrides optional

Join rules (org-level)

Configured on /organisation:

  • Join code (e.g. ACME-2026)
  • Allowed email domains
  • Optional expiry

Quick import vs migration

Path Use case
/members/import Small ad-hoc batch
/migration Full onboarding with mapping profiles

Both use shared validation engine — see migration.md.

Validation / errors

Scenario Code
Duplicate phone in org DUPLICATE_MEMBER
Duplicate employee_id DUPLICATE_MEMBER
Dependant limit exceeded DEPENDANT_LIMIT_EXCEEDED
Org pending ORG_PENDING
Invite expired INVITE_EXPIRED

Clinical withhold

Member list/detail for HR/Finance shows:

  • Name, contact, employee ID, department, package, status
  • Allowance summary (amounts)
  • prescription_count (integer only)
  • Pharmacy verification ID / printable ID card (employee verification — not clinical)

No prescription list, images, or medicine detail. SUPER_USER sees full member record including Rx summary link.

Pharmacy ID card

Printable employee badge on /members/[id] → ID card tab (SUPER_USER, HR_ADMIN; MEMBER for own record).

Field Source
Photo avatar_url (demo: deterministic DiceBear)
Full name Member name
Employee ID employee_id
Card ID card_id (e.g. GSH-1001)
Verification ID verification_id
Package / status Assigned plan + member status
Org Trade name + join code hint

QR scan payload (pharmacist):

gishen://member/{memberId}?v={verificationId}

Print uses window.print() with @media print CSS that isolates #member-id-card-print at credit-card size (85.6 × 54 mm).

Profile pictures

Optional avatar_url on Member and SessionUser. List, detail rail, /profile, topbar chip, and login demo personas show avatars with initials fallback.

UI components

  • DataTable with toolbar (search, status filter, department filter)
  • Detail layout: profile card, package assignment, dependants tab, ID card tab, offboard dialog
  • Import dropzone with template download
  • Invite link copy + resend

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