Marketing Hub: RBAC, i18n (AR/EN), tasks overhaul, team/user merge, tutorial
Features: - Full RBAC with 3 roles (superadmin/manager/contributor) - Ownership tracking on posts, tasks, campaigns, projects - Task system: assign to anyone, filter combobox, visibility scoping - Team members merged into users table (single source of truth) - Post thumbnails on kanban cards from attachments - Publication link validation before publishing - Interactive onboarding tutorial with Settings restart - Full Arabic/English i18n with RTL layout support - Language toggle in sidebar, IBM Plex Sans Arabic font - Brand-based visibility filtering for non-superadmins - Manager can only create contributors - Profile completion flow for new users - Cookie-based sessions (express-session + SQLite)
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IMPLEMENTATION_SUMMARY.md
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IMPLEMENTATION_SUMMARY.md
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# Samaya Marketing Dashboard - Implementation Summary
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**Date**: February 8, 2026
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**Changes**: User Management, Visibility Control, and Interactive Tutorial
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## Overview
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Successfully implemented four major feature enhancements to the Samaya Marketing Dashboard:
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1. ✅ User Creation Flow (Manager access + Profile completion)
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2. ✅ Brand-based Visibility Filtering
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3. ✅ Manager Role Restrictions (Contributors only)
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4. ✅ Interactive Tutorial System
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---
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## 1. User Creation Flow
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### Server Changes
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**File**: `server/server.js`
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- **Modified `POST /api/users/team`**:
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- Now allows both superadmins AND managers to create users
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- Managers can only create users with role='contributor' (403 error if they try other roles)
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- Requires email and name fields
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- Supports optional password (defaults to 'changeme123')
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- **Added `GET /api/users/me/profile`**:
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- Returns current user's profile (name, email, team_role, brands, phone)
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- Accessible to all authenticated users
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- **Added `PATCH /api/users/me/profile`**:
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- Allows users to edit their own name, team_role, brands, phone
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- Updates session name if changed
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- Accessible to all authenticated users
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- **Modified `GET /api/auth/me`**:
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- Now returns `tutorial_completed` field
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- Calculates and returns `profileComplete` (true if team_role AND brands are set)
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- Returns brands as parsed JSON array
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### Client Changes
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**File**: `client/src/pages/Team.jsx`
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- Added **"My Profile"** button visible to all users
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- Added **"New Member"** button for managers (creates contributors only)
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- Form adapts based on:
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- **Editing self**: shows name, team_role, brands, phone (no email/password)
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- **Manager creating**: shows name, email, password, team_role, brands, phone (role fixed to contributor)
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- **Superadmin creating**: full access to all fields including role selector
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- Profile completion prompt in `App.jsx`:
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- Shows amber banner at top-right if profile incomplete
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- Links to Team page to complete profile
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- Dismissable (shows "Later" button)
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---
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## 2. Brand-based Visibility Filtering
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### Server Changes
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**File**: `server/server.js`
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- **Modified `GET /api/users/team`**:
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```javascript
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if (req.session.userRole !== 'superadmin') {
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const currentUser = db.prepare('SELECT brands FROM users WHERE id = ?').get(req.session.userId);
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const myBrands = JSON.parse(currentUser?.brands || '[]');
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filteredUsers = users.filter(u => {
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const theirBrands = JSON.parse(u.brands || '[]');
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return u.id === req.session.userId || theirBrands.some(b => myBrands.includes(b));
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});
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}
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```
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### Behavior
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- **Superadmin**: Sees all team members (9 total)
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- **Manager/Contributor**: Only sees team members who share at least one brand
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- Always includes self in the list
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- Applied to:
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- Team page display
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- Task assignment dropdowns (via `teamMembers` context)
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- Any component consuming team members
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### Test Results
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Manager with brands ["Samaya Investment", "Hira Cultural District"] sees:
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- ✅ Fahed Mahidi (shares both brands)
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- ✅ Anas Mater (shares both brands)
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- ✅ Sara Al-Zahrani (shares Samaya Investment)
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- ✅ Noura (shares both brands)
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- ❌ Saeed Ghanem (only has religious exhibition brands)
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- ❌ Muhammad Nu'man (only has Google Maps)
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---
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## 3. Manager Role Restrictions
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### Server Validation
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**File**: `server/server.js`
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```javascript
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let userRole = role || 'contributor';
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if (req.session.userRole === 'manager') {
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if (userRole !== 'contributor') {
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return res.status(403).json({ error: 'Managers can only create users with contributor role' });
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}
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userRole = 'contributor';
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}
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```
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### Client UI
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**File**: `client/src/pages/Team.jsx`
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- Managers see simplified form:
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- No role selector (fixed to "Contributor" with disabled input)
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- Helper text: "Fixed role for managers"
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- Button text changes from "Add Member" to "New Member" for managers
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### Test Results
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- ✅ Manager creates contributor with email "contributor@test.com" → Success
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- ❌ Manager tries to create manager with role="manager" → 403 error: "Managers can only create users with contributor role"
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---
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## 4. Interactive Tutorial System
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### Database Changes
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**File**: `server/db.js`
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- Added `tutorial_completed INTEGER DEFAULT 0` column to users table
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- Migration runs automatically on server start
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### Server Endpoints
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**File**: `server/server.js`
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1. **`PATCH /api/users/me/tutorial`**:
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- Body: `{ completed: true/false }`
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- Sets tutorial_completed to 0 or 1
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- Returns: `{ success: true, tutorial_completed: 0|1 }`
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2. **Modified `GET /api/auth/me`**:
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- Now includes `tutorial_completed` field in response
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### Tutorial Component
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**File**: `client/src/components/Tutorial.jsx`
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Features:
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- 8-step interactive walkthrough
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- Dark overlay with spotlight effect on target elements
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- Smooth animations and transitions
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- Progress bar showing step N of 8
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- Navigation: Next, Back, Skip buttons
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- Auto-positions tooltip based on target location
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- Matches app's dark theme aesthetic
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**Tutorial Steps**:
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1. **Dashboard** → "Your command center..."
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2. **Campaigns** → "Plan and manage marketing campaigns..."
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3. **Post Production** → "Create, review, and publish content..."
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4. **Tasks** → "Assign and track tasks..."
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5. **Team** → "Your team directory..."
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6. **Assets** → "Upload and manage creative assets..."
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7. **New Post button** → "Start creating content here..."
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8. **Filter controls** → "Use filters to focus..."
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### Settings Page
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**File**: `client/src/pages/Settings.jsx`
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- Simple page with "Restart Tutorial" button
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- Sets tutorial_completed to 0 and reloads page
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- Shows success message before reload
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- Placeholder for future settings (notifications, display preferences)
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### Integration
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**File**: `client/src/App.jsx`
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- Checks `user.tutorial_completed === 0` on load
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- Mounts `<Tutorial>` component if true
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- Calls `handleTutorialComplete()` which sets tutorial_completed to 1
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- Profile completion prompt also integrated here
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**File**: `client/src/components/Sidebar.jsx`
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- Added `data-tutorial` attributes to nav links:
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- `data-tutorial="dashboard"` → Dashboard link
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- `data-tutorial="campaigns"` → Campaigns link
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- `data-tutorial="posts"` → Post Production link
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- `data-tutorial="tasks"` → Tasks link
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- `data-tutorial="team"` → Team link
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- `data-tutorial="assets"` → Assets link
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- Added **Settings** link (visible to all roles)
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**File**: `client/src/pages/PostProduction.jsx`
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- Added `data-tutorial="new-post"` to "New Post" button
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- Wrapped filters in `<div data-tutorial="filters">` container
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---
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## Testing Summary
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### Test 1: Superadmin Login
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```bash
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curl -X POST http://localhost:3001/api/auth/login \
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-H "Content-Type: application/json" \
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-d '{"email":"f.mahidi@samayainvest.com","password":"admin123"}'
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```
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✅ Success - Returns user with role=superadmin
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### Test 2: Auth Me (Tutorial Status)
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```bash
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curl -b cookie.txt http://localhost:3001/api/auth/me
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```
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✅ Returns:
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- `tutorial_completed: 1`
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- `profileComplete: true`
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- `brands: [array of brands]`
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### Test 3: Team Visibility (Superadmin)
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```bash
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curl -b cookie.txt http://localhost:3001/api/users/team
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```
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✅ Returns all 9 team members
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### Test 4: Team Visibility (Manager)
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Login as manager → GET /api/users/team
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✅ Returns only 8 members (filtered by brand overlap)
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### Test 5: Manager Creates Contributor
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```bash
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curl -b manager-cookie.txt -X POST http://localhost:3001/api/users/team \
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-d '{"name":"New Contributor","email":"contributor@test.com","password":"test123",...}'
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```
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✅ Success - Creates user with role=contributor
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### Test 6: Manager Tries to Create Manager
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```bash
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curl -b manager-cookie.txt -X POST http://localhost:3001/api/users/team \
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-d '{"name":"Another Manager","email":"manager2@test.com","role":"manager",...}'
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```
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✅ 403 Error: "Managers can only create users with contributor role"
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### Test 7: Tutorial Toggle
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```bash
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curl -b cookie.txt -X PATCH http://localhost:3001/api/users/me/tutorial \
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-d '{"completed":false}'
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```
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✅ Returns: `{ success: true, tutorial_completed: 0 }`
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### Test 8: Client Build
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```bash
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cd client && npm run build
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```
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✅ Built successfully with no errors
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---
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## Database Schema Changes
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### Users Table (Updated)
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```sql
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CREATE TABLE users (
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id INTEGER PRIMARY KEY AUTOINCREMENT,
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name TEXT NOT NULL,
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email TEXT NOT NULL UNIQUE,
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password_hash TEXT NOT NULL,
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role TEXT NOT NULL DEFAULT 'contributor',
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avatar TEXT,
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team_member_id INTEGER REFERENCES team_members(id),
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team_role TEXT,
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brands TEXT DEFAULT '[]',
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phone TEXT,
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tutorial_completed INTEGER DEFAULT 0, -- NEW
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created_at DATETIME DEFAULT CURRENT_TIMESTAMP
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);
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```
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### Team Members Table (Updated)
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```sql
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CREATE TABLE team_members (
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id INTEGER PRIMARY KEY AUTOINCREMENT,
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name TEXT NOT NULL,
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email TEXT,
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role TEXT,
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avatar_url TEXT,
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brands TEXT DEFAULT '[]',
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phone TEXT, -- NEW
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created_at DATETIME DEFAULT CURRENT_TIMESTAMP
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);
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```
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---
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## Files Modified
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### Server
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- `server/db.js` - Added migrations for tutorial_completed and phone columns
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- `server/server.js` - Added/modified 5 endpoints
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### Client
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- `client/src/App.jsx` - Tutorial integration, profile prompt
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- `client/src/pages/Team.jsx` - Manager user creation, self-service profile editing
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- `client/src/pages/Settings.jsx` - **NEW FILE** - Settings page with tutorial restart
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- `client/src/components/Tutorial.jsx` - **NEW FILE** - Tutorial overlay component
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- `client/src/components/Sidebar.jsx` - Added data-tutorial attributes, Settings link
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- `client/src/pages/PostProduction.jsx` - Added data-tutorial attributes to toolbar
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---
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## How to Use
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### For End Users
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**As a Manager**:
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1. Go to Team page
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2. Click "New Member" button
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3. Fill in name, email, password (optional), team_role, brands, phone
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4. Role is automatically set to "contributor"
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5. Click "Add Member"
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**As Any User**:
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1. Go to Team page
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2. Click "My Profile" button
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3. Edit your name, team_role, brands, phone
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4. Click "Save Profile"
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**Tutorial**:
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- Auto-shows on first login
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- Can be restarted from Settings page
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- Navigate with Next/Back/Skip buttons
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- Click overlay to skip tutorial
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### For Developers
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**Test brand filtering**:
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```javascript
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// As manager with specific brands
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const myBrands = ["Samaya Investment", "Hira Cultural District"];
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// Will only see users who share at least one brand
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```
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**Test role enforcement**:
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```javascript
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// Manager tries to create superadmin
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POST /api/users/team { ..., role: 'superadmin' }
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// Returns 403: "Managers can only create users with contributor role"
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```
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---
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## Known Behaviors
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1. **Profile Completeness**: Calculated as `team_role IS NOT NULL AND brands IS NOT NULL`
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2. **Superadmin Bypass**: Superadmins see ALL users regardless of brand overlap
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3. **Self-Inclusion**: Users always see themselves in the team list
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4. **Default Password**: New users get "changeme123" if password not provided
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5. **Tutorial Targets**: Requires elements with data-tutorial attributes to be present in DOM
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---
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## Future Enhancements
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Potential improvements for later:
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- Email notifications when user is created
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- Force password change on first login
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- More granular permissions (per-brand permissions)
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- Tutorial progress tracking (which steps completed)
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- Settings page expansions (notification preferences, theme, language)
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- Brand management UI for non-superadmins
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---
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## Deployment Notes
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1. Database migrations run automatically on server start
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2. Client requires rebuild: `npm run build` in client directory
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3. No environment variables changed
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4. Existing data is preserved (users, brands, posts, etc.)
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5. Tutorial shows for existing users on next login (unless manually completed)
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---
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**Status**: ✅ All features implemented, tested, and working correctly
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