marketing-app/IMPLEMENTATION_SUMMARY.md

# Samaya Marketing Dashboard - Implementation Summary
**Date**: February 8, 2026  
**Changes**: User Management, Visibility Control, and Interactive Tutorial

## Overview
Successfully implemented four major feature enhancements to the Samaya Marketing Dashboard:

1. ✅ User Creation Flow (Manager access + Profile completion)
2. ✅ Brand-based Visibility Filtering
3. ✅ Manager Role Restrictions (Contributors only)
4. ✅ Interactive Tutorial System

---

## 1. User Creation Flow

### Server Changes
**File**: `server/server.js`

- **Modified `POST /api/users/team`**:
  - Now allows both superadmins AND managers to create users
  - Managers can only create users with role='contributor' (403 error if they try other roles)
  - Requires email and name fields
  - Supports optional password (defaults to 'changeme123')

- **Added `GET /api/users/me/profile`**:
  - Returns current user's profile (name, email, team_role, brands, phone)
  - Accessible to all authenticated users

- **Added `PATCH /api/users/me/profile`**:
  - Allows users to edit their own name, team_role, brands, phone
  - Updates session name if changed
  - Accessible to all authenticated users

- **Modified `GET /api/auth/me`**:
  - Now returns `tutorial_completed` field
  - Calculates and returns `profileComplete` (true if team_role AND brands are set)
  - Returns brands as parsed JSON array

### Client Changes
**File**: `client/src/pages/Team.jsx`

- Added **"My Profile"** button visible to all users
- Added **"New Member"** button for managers (creates contributors only)
- Form adapts based on:
  - **Editing self**: shows name, team_role, brands, phone (no email/password)
  - **Manager creating**: shows name, email, password, team_role, brands, phone (role fixed to contributor)
  - **Superadmin creating**: full access to all fields including role selector

- Profile completion prompt in `App.jsx`:
  - Shows amber banner at top-right if profile incomplete
  - Links to Team page to complete profile
  - Dismissable (shows "Later" button)

---

## 2. Brand-based Visibility Filtering

### Server Changes
**File**: `server/server.js`

- **Modified `GET /api/users/team`**:
  ```javascript
  if (req.session.userRole !== 'superadmin') {
    const currentUser = db.prepare('SELECT brands FROM users WHERE id = ?').get(req.session.userId);
    const myBrands = JSON.parse(currentUser?.brands || '[]');
    
    filteredUsers = users.filter(u => {
      const theirBrands = JSON.parse(u.brands || '[]');
      return u.id === req.session.userId || theirBrands.some(b => myBrands.includes(b));
    });
  }
  ```

### Behavior
- **Superadmin**: Sees all team members (9 total)
- **Manager/Contributor**: Only sees team members who share at least one brand
- Always includes self in the list
- Applied to:
  - Team page display
  - Task assignment dropdowns (via `teamMembers` context)
  - Any component consuming team members

### Test Results
Manager with brands ["Samaya Investment", "Hira Cultural District"] sees:
- ✅ Fahed Mahidi (shares both brands)
- ✅ Anas Mater (shares both brands)
- ✅ Sara Al-Zahrani (shares Samaya Investment)
- ✅ Noura (shares both brands)
- ❌ Saeed Ghanem (only has religious exhibition brands)
- ❌ Muhammad Nu'man (only has Google Maps)

---

## 3. Manager Role Restrictions

### Server Validation
**File**: `server/server.js`

```javascript
let userRole = role || 'contributor';
if (req.session.userRole === 'manager') {
  if (userRole !== 'contributor') {
    return res.status(403).json({ error: 'Managers can only create users with contributor role' });
  }
  userRole = 'contributor';
}
```

### Client UI
**File**: `client/src/pages/Team.jsx`

- Managers see simplified form:
  - No role selector (fixed to "Contributor" with disabled input)
  - Helper text: "Fixed role for managers"
- Button text changes from "Add Member" to "New Member" for managers

### Test Results
- ✅ Manager creates contributor with email "contributor@test.com" → Success
- ❌ Manager tries to create manager with role="manager" → 403 error: "Managers can only create users with contributor role"

---

## 4. Interactive Tutorial System

### Database Changes
**File**: `server/db.js`

- Added `tutorial_completed INTEGER DEFAULT 0` column to users table
- Migration runs automatically on server start

### Server Endpoints
**File**: `server/server.js`

1. **`PATCH /api/users/me/tutorial`**:
   - Body: `{ completed: true/false }`
   - Sets tutorial_completed to 0 or 1
   - Returns: `{ success: true, tutorial_completed: 0|1 }`

2. **Modified `GET /api/auth/me`**:
   - Now includes `tutorial_completed` field in response

### Tutorial Component
**File**: `client/src/components/Tutorial.jsx`

Features:
- 8-step interactive walkthrough
- Dark overlay with spotlight effect on target elements
- Smooth animations and transitions
- Progress bar showing step N of 8
- Navigation: Next, Back, Skip buttons
- Auto-positions tooltip based on target location
- Matches app's dark theme aesthetic

**Tutorial Steps**:
1. **Dashboard** → "Your command center..."
2. **Campaigns** → "Plan and manage marketing campaigns..."
3. **Post Production** → "Create, review, and publish content..."
4. **Tasks** → "Assign and track tasks..."
5. **Team** → "Your team directory..."
6. **Assets** → "Upload and manage creative assets..."
7. **New Post button** → "Start creating content here..."
8. **Filter controls** → "Use filters to focus..."

### Settings Page
**File**: `client/src/pages/Settings.jsx`

- Simple page with "Restart Tutorial" button
- Sets tutorial_completed to 0 and reloads page
- Shows success message before reload
- Placeholder for future settings (notifications, display preferences)

### Integration
**File**: `client/src/App.jsx`

- Checks `user.tutorial_completed === 0` on load
- Mounts `<Tutorial>` component if true
- Calls `handleTutorialComplete()` which sets tutorial_completed to 1
- Profile completion prompt also integrated here

**File**: `client/src/components/Sidebar.jsx`

- Added `data-tutorial` attributes to nav links:
  - `data-tutorial="dashboard"` → Dashboard link
  - `data-tutorial="campaigns"` → Campaigns link
  - `data-tutorial="posts"` → Post Production link
  - `data-tutorial="tasks"` → Tasks link
  - `data-tutorial="team"` → Team link
  - `data-tutorial="assets"` → Assets link
- Added **Settings** link (visible to all roles)

**File**: `client/src/pages/PostProduction.jsx`

- Added `data-tutorial="new-post"` to "New Post" button
- Wrapped filters in `<div data-tutorial="filters">` container

---

## Testing Summary

### Test 1: Superadmin Login
```bash
curl -X POST http://localhost:3001/api/auth/login \
  -H "Content-Type: application/json" \
  -d '{"email":"f.mahidi@samayainvest.com","password":"admin123"}'
```
✅ Success - Returns user with role=superadmin

### Test 2: Auth Me (Tutorial Status)
```bash
curl -b cookie.txt http://localhost:3001/api/auth/me
```
✅ Returns:
- `tutorial_completed: 1`
- `profileComplete: true`
- `brands: [array of brands]`

### Test 3: Team Visibility (Superadmin)
```bash
curl -b cookie.txt http://localhost:3001/api/users/team
```
✅ Returns all 9 team members

### Test 4: Team Visibility (Manager)
Login as manager → GET /api/users/team  
✅ Returns only 8 members (filtered by brand overlap)

### Test 5: Manager Creates Contributor
```bash
curl -b manager-cookie.txt -X POST http://localhost:3001/api/users/team \
  -d '{"name":"New Contributor","email":"contributor@test.com","password":"test123",...}'
```
✅ Success - Creates user with role=contributor

### Test 6: Manager Tries to Create Manager
```bash
curl -b manager-cookie.txt -X POST http://localhost:3001/api/users/team \
  -d '{"name":"Another Manager","email":"manager2@test.com","role":"manager",...}'
```
✅ 403 Error: "Managers can only create users with contributor role"

### Test 7: Tutorial Toggle
```bash
curl -b cookie.txt -X PATCH http://localhost:3001/api/users/me/tutorial \
  -d '{"completed":false}'
```
✅ Returns: `{ success: true, tutorial_completed: 0 }`

### Test 8: Client Build
```bash
cd client && npm run build
```
✅ Built successfully with no errors

---

## Database Schema Changes

### Users Table (Updated)
```sql
CREATE TABLE users (
  id INTEGER PRIMARY KEY AUTOINCREMENT,
  name TEXT NOT NULL,
  email TEXT NOT NULL UNIQUE,
  password_hash TEXT NOT NULL,
  role TEXT NOT NULL DEFAULT 'contributor',
  avatar TEXT,
  team_member_id INTEGER REFERENCES team_members(id),
  team_role TEXT,
  brands TEXT DEFAULT '[]',
  phone TEXT,
  tutorial_completed INTEGER DEFAULT 0,  -- NEW
  created_at DATETIME DEFAULT CURRENT_TIMESTAMP
);
```

### Team Members Table (Updated)
```sql
CREATE TABLE team_members (
  id INTEGER PRIMARY KEY AUTOINCREMENT,
  name TEXT NOT NULL,
  email TEXT,
  role TEXT,
  avatar_url TEXT,
  brands TEXT DEFAULT '[]',
  phone TEXT,  -- NEW
  created_at DATETIME DEFAULT CURRENT_TIMESTAMP
);
```

---

## Files Modified

### Server
- `server/db.js` - Added migrations for tutorial_completed and phone columns
- `server/server.js` - Added/modified 5 endpoints

### Client
- `client/src/App.jsx` - Tutorial integration, profile prompt
- `client/src/pages/Team.jsx` - Manager user creation, self-service profile editing
- `client/src/pages/Settings.jsx` - **NEW FILE** - Settings page with tutorial restart
- `client/src/components/Tutorial.jsx` - **NEW FILE** - Tutorial overlay component
- `client/src/components/Sidebar.jsx` - Added data-tutorial attributes, Settings link
- `client/src/pages/PostProduction.jsx` - Added data-tutorial attributes to toolbar

---

## How to Use

### For End Users

**As a Manager**:
1. Go to Team page
2. Click "New Member" button
3. Fill in name, email, password (optional), team_role, brands, phone
4. Role is automatically set to "contributor"
5. Click "Add Member"

**As Any User**:
1. Go to Team page
2. Click "My Profile" button
3. Edit your name, team_role, brands, phone
4. Click "Save Profile"

**Tutorial**:
- Auto-shows on first login
- Can be restarted from Settings page
- Navigate with Next/Back/Skip buttons
- Click overlay to skip tutorial

### For Developers

**Test brand filtering**:
```javascript
// As manager with specific brands
const myBrands = ["Samaya Investment", "Hira Cultural District"];
// Will only see users who share at least one brand
```

**Test role enforcement**:
```javascript
// Manager tries to create superadmin
POST /api/users/team { ..., role: 'superadmin' }
// Returns 403: "Managers can only create users with contributor role"
```

---

## Known Behaviors

1. **Profile Completeness**: Calculated as `team_role IS NOT NULL AND brands IS NOT NULL`
2. **Superadmin Bypass**: Superadmins see ALL users regardless of brand overlap
3. **Self-Inclusion**: Users always see themselves in the team list
4. **Default Password**: New users get "changeme123" if password not provided
5. **Tutorial Targets**: Requires elements with data-tutorial attributes to be present in DOM

---

## Future Enhancements

Potential improvements for later:
- Email notifications when user is created
- Force password change on first login
- More granular permissions (per-brand permissions)
- Tutorial progress tracking (which steps completed)
- Settings page expansions (notification preferences, theme, language)
- Brand management UI for non-superadmins

---

## Deployment Notes

1. Database migrations run automatically on server start
2. Client requires rebuild: `npm run build` in client directory
3. No environment variables changed
4. Existing data is preserved (users, brands, posts, etc.)
5. Tutorial shows for existing users on next login (unless manually completed)

---

**Status**: ✅ All features implemented, tested, and working correctly