plutonium 0.50.0 → 0.51.0

data/docs/reference/tenancy/invites.md

@@ -0,0 +1,393 @@
+# Invites
+
+Token-based email invitations for multi-tenant onboarding. Integrates with Rodauth signup, creates entity memberships on acceptance, and supports "invitable" hooks for app-specific behavior.
+
+## 🚨 Critical
+
+- **Invite email must match the accepting user's email.** Security feature — don't disable `enforce_email?` lightly.
+- **Entity scoping applies to invites** — invites are automatically filtered to the current entity (their model has `belongs_to :entity`).
+- **Invitables must implement `on_invite_accepted`.** Without it, the invitable never learns about the new user.
+- **A single app can have multiple invite flows** — run `pu:invites:install` once per flow with different `--entity-model` / `--user-model` / `--invite-model`.
+
+## Prerequisites
+
+Before installing invites, you need:
+
+1. A Rodauth user model
+2. An entity model (Organization, Company, Team, …)
+3. A membership model linking users to entities
+
+The fastest path is `pu:saas:setup` — it creates all three plus the SaaS portal, profile, welcome flow, and invites in one shot:
+
+```bash
+rails g pu:saas:setup --user Customer --entity Organization
+```
+
+## Install (standalone)
+
+```bash
+rails generate pu:invites:install
+```
+
+### Options
+
+| Option | Default | Description |
+|---|---|---|
+| `--entity-model=NAME` | `Entity` | Entity model name |
+| `--user-model=NAME` | `User` | User model name |
+| `--invite-model=NAME` | `<EntityModel><UserModel>Invite` | Invite class name (omit for single-flow apps) |
+| `--membership-model=NAME` | `EntityUser` | Membership join model |
+| `--roles` | `member,admin` | Comma-separated roles |
+| `--rodauth=NAME` | `user` | Rodauth configuration for signup |
+| `--enforce-domain` | `false` | Require invited email domain to match entity domain |
+
+Example with custom models:
+
+```bash
+rails g pu:invites:install \
+  --entity-model=Organization \
+  --user-model=Customer \
+  --membership-model=OrganizationMember \
+  --roles=member,manager,admin
+```
+
+After install:
+
+```bash
+rails db:migrate
+```
+
+## What gets created
+
+```
+packages/invites/
+├── app/
+│   ├── controllers/invites/
+│   │   ├── user_invitations_controller.rb
+│   │   └── welcome_controller.rb
+│   ├── definitions/invites/user_invite_definition.rb
+│   ├── interactions/invites/
+│   │   ├── cancel_invite_interaction.rb
+│   │   └── resend_invite_interaction.rb
+│   ├── mailers/invites/user_invite_mailer.rb
+│   ├── models/invites/user_invite.rb
+│   ├── policies/invites/user_invite_policy.rb
+│   └── views/invites/...
+
+app/interactions/{entity,user}/invite_user_interaction.rb
+db/migrate/TIMESTAMP_create_user_invites.rb
+```
+
+Routes added:
+
+```ruby
+get  "welcome",                       to: "invites/welcome#index"
+get  "invitations/:token",            to: "invites/user_invitations#show"
+post "invitations/:token/accept",     to: "invites/user_invitations#accept"
+get  "invitations/:token/signup",     to: "invites/user_invitations#signup"
+post "invitations/:token/signup",     to: "invites/user_invitations#signup"
+```
+
+## Connect to a portal
+
+```ruby
+# packages/customer_portal/lib/engine.rb
+module CustomerPortal
+  class Engine < Rails::Engine
+    include Plutonium::Portal::Engine
+
+    register_package Invites::Engine
+  end
+end
+```
+
+Invites are entity-scoped automatically: `Invites::UserInvite belongs_to :entity` → `associated_with` resolves directly → admins only see invites for their org.
+
+## The flow
+
+### 1. Admin sends the invite
+
+```ruby
+# From entity context
+entity.invite_user(email: "user@example.com", role: :member)
+
+# From invitable context
+tenant.invite_user(email: "user@example.com")
+```
+
+### 2. Email goes out
+
+Token-based URL:
+
+```
+Subject: You've been invited to join Acme Corp
+
+Click here: https://app.example.com/invitations/abc123...
+```
+
+### 3. User accepts
+
+**Existing user:**
+
+1. Clicks the invite link.
+2. Logs in (or is already logged in).
+3. System validates email matches.
+4. Membership created; invitable notified via `on_invite_accepted`.
+
+**New user:**
+
+1. Clicks the invite link.
+2. Clicks "Create Account".
+3. Signs up with the invited email.
+4. System validates email matches.
+5. Membership created; invitable notified.
+
+### 4. Pending invite check
+
+After login, users land on `/welcome` where pending invites are shown:
+
+```ruby
+include Plutonium::Invites::PendingInviteCheck
+```
+
+Rodauth wiring (required for the redirect):
+
+```ruby
+# app/rodauth/user_rodauth_plugin.rb
+configure do
+  login_return_to_requested_location? true
+  login_redirect "/welcome"
+
+  after_login do
+    session[:after_welcome_redirect] = session.delete(:login_redirect)
+  end
+end
+```
+
+## Invitables — app models notified on accept
+
+An "invitable" is an app model that triggers invitations and gets notified when one is accepted. Examples: `Tenant`, `TeamMember`, `ProjectCollaborator`.
+
+```bash
+rails g pu:invites:invitable Tenant
+rails g pu:invites:invitable TeamMember --role=member
+rails g pu:invites:invitable Tenant --dest=my_package
+```
+
+| Option | Default | Description |
+|---|---|---|
+| `--role=ROLE` | `member` | Role to assign on acceptance |
+| `--user-model=NAME` | `User` | User model |
+| `--membership-model=NAME` | `EntityUser` | Membership join model |
+| `--dest=PACKAGE` | `main_app` | Destination package |
+| `--[no-]email-templates` | `true` | Generate custom email templates |
+
+Implement the callback on the invitable:
+
+```ruby
+class Tenant < ApplicationRecord
+  include Plutonium::Invites::Concerns::Invitable
+
+  belongs_to :entity
+  belongs_to :user, optional: true
+
+  def on_invite_accepted(user)
+    update!(user: user, status: :active)
+  end
+end
+```
+
+::: warning Without `on_invite_accepted`
+The invitable never learns about the new user — the invite is consumed but your app doesn't update its state.
+:::
+
+## Multiple invite flows
+
+A single app can have several independent invite flows side-by-side (e.g. one for inviting customers to organizations, another for inviting funders to projects). Run `pu:invites:install` once per flow.
+
+**Default name derivation:** when `--invite-model` is omitted, the class is `<EntityModel><UserModel>Invite`. So with the defaults (`--entity-model=Organization --user-model=User`) the generated class is `Invites::OrganizationUserInvite` — there is no literal `UserInvite` default. Single-flow apps don't need `--invite-model`.
+
+```bash
+rails g pu:invites:install \
+  --entity-model=FunderOrganization \
+  --user-model=SpenderAccount \
+  --invite-model=FunderInvite
+
+rails g pu:invites:install \
+  --entity-model=Project \
+  --user-model=Member \
+  --invite-model=ProjectInvite
+```
+
+Each invocation creates an independent flow: model `Invites::FunderInvite` on `funder_invites`, controller `Invites::FunderInvitationsController` on `/funder_invitations/:token`, helper `funder_invitation_path`, etc.
+
+The shared `Invites::WelcomeController` accumulates each new class into its `invite_classes` array, so `pending_invite` checks all flows in priority order (first-match wins).
+
+### Model-level overrides for non-default associations
+
+```ruby
+def user_attribute         = :spender_account     # belongs_to :spender_account instead of :user
+def invite_entity_attribute = :funder_organization # belongs_to :funder_organization instead of :entity
+```
+
+### Controller-level overrides (auto-generated)
+
+```ruby
+# packages/invites/app/controllers/invites/welcome_controller.rb
+def invite_classes
+  [::Invites::FunderInvite, ::Invites::ProjectInvite]
+end
+
+# packages/invites/app/controllers/invites/funder_invitations_controller.rb
+def invitation_path_for(token)
+  funder_invitation_path(token: token)
+end
+```
+
+## The UserInvite model
+
+Generated as `Invites::<InviteModelName>`:
+
+```ruby
+class Invites::UserInvite < Invites::ResourceRecord
+  include Plutonium::Invites::Concerns::InviteToken
+
+  belongs_to :entity
+  belongs_to :invited_by, polymorphic: true
+  belongs_to :user, optional: true
+  belongs_to :invitable, polymorphic: true, optional: true
+
+  enum :state, pending: 0, accepted: 1, expired: 2, cancelled: 3
+  enum :role, member: 0, admin: 1
+end
+```
+
+Key methods:
+
+```ruby
+invite = Invites::UserInvite.find_for_acceptance(token)
+invite.accept_for_user!(current_user)
+invite.resend!
+invite.cancel!
+```
+
+## Customization
+
+### Custom email templates
+
+Override views in your package:
+
+```erb
+<%# packages/invites/app/views/invites/user_invite_mailer/invitation.html.erb %>
+<h1>Welcome to <%= @invite.entity.name %>!</h1>
+<p><%= @invite.invited_by.email %> has invited you.</p>
+<p><%= link_to "Accept", @invitation_url %></p>
+```
+
+### Per-invitable templates
+
+When you generate an invitable with `--email-templates`, you get per-invitable mailer views — useful for differentiating "Join as a team member" from "Join as a project collaborator".
+
+### Custom validation
+
+Extend the invite model:
+
+```ruby
+class Invites::UserInvite < Invites::ResourceRecord
+  validate :email_not_already_member
+
+  private
+
+  def email_not_already_member
+    existing = membership_model.joins(:user)
+      .where(entity: entity, users: {email: email})
+      .exists?
+    errors.add(:email, "is already a member") if existing
+  end
+end
+```
+
+### Domain enforcement
+
+```bash
+rails g pu:invites:install --enforce-domain
+```
+
+Requires the invited email's domain to match the entity's domain.
+
+### Custom roles
+
+```bash
+rails g pu:invites:install --roles=viewer,editor,admin,owner
+```
+
+### Custom expiration
+
+Override on the model:
+
+```ruby
+class Invites::UserInvite < Invites::ResourceRecord
+  TOKEN_EXPIRATION = 30.days   # default is 1 week
+
+  def expired?
+    created_at < TOKEN_EXPIRATION.ago
+  end
+end
+```
+
+## Managing invitations
+
+### Resend
+
+```ruby
+invite.resend!   # generates new token + sends email
+```
+
+### Cancel
+
+```ruby
+invite.cancel!   # transitions to :cancelled state
+```
+
+### View pending
+
+```ruby
+entity.user_invites.pending
+```
+
+## Security
+
+### Token security
+
+Tokens use `SecureRandom.urlsafe_base64(32)` — 256 bits, URL-safe. Stored hashed in the DB; raw token shown only at creation (in the email).
+
+### Email validation
+
+`enforce_email?` is `true` by default. The accepting user's email must match the invited email — prevents account hijacking via invite forwarding.
+
+To allow any email (NOT recommended):
+
+```ruby
+def enforce_email? = false
+```
+
+### Rate limiting
+
+Use Rack::Attack or similar to throttle:
+
+- Invite creation per admin
+- Invitation acceptance attempts per IP
+
+## Common issues
+
+- **"Invitation not found or expired"** — token expired (default 1 week), invite cancelled, or no longer in `pending` state.
+- **Email mismatch error** — the accepting user's email doesn't match the invited email. `enforce_email?` is enforcing the match (this is intentional security).
+- **Rodauth redirect after login doesn't go to `/welcome`** — check the `login_redirect "/welcome"` line in the rodauth plugin's `configure` block.
+- **`on_invite_accepted` not called** — ensure the invitable model `include Plutonium::Invites::Concerns::Invitable` and defines `on_invite_accepted`.
+
+## Related
+
+- [Entity scoping](./entity-scoping) — how invites are filtered to the current entity
+- [Auth](/reference/auth/) — Rodauth account configuration
+- [Behavior › Interactions](/reference/behavior/interactions) — `cancel_invite_interaction`, `resend_invite_interaction`
+- [Guides › User invites](/guides/user-invites) — task-oriented walkthrough

data/docs/reference/tenancy/nested-resources.md

@@ -0,0 +1,267 @@
+# Nested Resources
+
+Plutonium auto-generates nested routes from `has_many` and `has_one` associations on a registered parent. No manual route wiring — `belongs_to` on the child plus `register_resource` for both is enough.
+
+## 🚨 Critical
+
+- **One level only.** Grandparent → parent → child nested routes are NOT supported. Use top-level routes for deeper relationships.
+- **Parent scoping beats entity scoping.** When a parent is present, `default_relation_scope` scopes via the parent, NOT via `entity_scope`. Don't double-scope.
+- **Named custom routes.** When adding member/collection routes on a nested resource, always pass `as:` — otherwise `resource_url_for` will fail.
+- **The parent is authorized for `:read?`** before `current_parent` returns. The child policy receives the parent in its context.
+
+## Setup
+
+```bash
+rails g pu:res:scaffold Company name:string --dest=main_app
+rails g pu:res:scaffold Property company:belongs_to name:string --dest=main_app
+rails g pu:res:conn Company Property --dest=admin_portal
+```
+
+Then register both in the portal:
+
+```ruby
+# packages/admin_portal/config/routes.rb
+register_resource ::Company
+register_resource ::Property        # has belongs_to :company
+register_resource ::CompanyProfile  # has_one :company_profile on Company
+```
+
+## Generated routes
+
+Plutonium prefixes nested routes with `nested_` so they don't conflict with the top-level routes:
+
+| Route | Purpose |
+|---|---|
+| `/companies/:company_id/nested_properties` | `has_many` index |
+| `/companies/:company_id/nested_properties/new` | new |
+| `/companies/:company_id/nested_properties/:id` | show |
+| `/companies/:company_id/nested_company_profile` | `has_one` show (no `:id`) |
+| `/companies/:company_id/nested_company_profile/new` | `has_one` new |
+
+For `has_one`:
+
+- Routes are singular (no `:id` param).
+- Index redirects to show (or new if no record exists).
+- Only one record can exist per parent.
+- Forms don't show the parent field (determined by URL).
+
+## Automatic behavior on nested routes
+
+When the controller is hit via a nested route, Plutonium automatically:
+
+1. **Resolves the parent** via `current_parent`, authorized for `:read?`.
+2. **Scopes queries** via the parent association:
+   - `has_many` → `parent.send(parent_association)` (e.g. `company.properties`)
+   - `has_one` → `relation.where(foreign_key => parent.id)` with limit
+3. **Assigns the parent** on create (injected into `resource_params`).
+4. **Hides the parent field** in forms and displays (already determined by URL).
+
+You don't add hidden parent fields or filter queries manually.
+
+## Controller methods
+
+```ruby
+current_parent              # parent record (e.g. Company instance)
+current_nested_association  # association name (e.g. :properties)
+parent_route_param          # URL param (e.g. :company_id)
+parent_input_param          # form param / association name (e.g. :company)
+```
+
+## Parent vs entity scoping
+
+When a parent is present, **parent scoping wins**: `default_relation_scope` scopes via the parent association, NOT `entity_scope`. The parent was already authorized and entity-scoped during its own authorization — double-scoping is redundant.
+
+In the child's policy, just call `default_relation_scope` — it handles both cases:
+
+```ruby
+class PropertyPolicy < ResourcePolicy
+  relation_scope do |relation|
+    default_relation_scope(relation)    # parent when present, entity_scope otherwise
+  end
+end
+```
+
+For composite filtering on top of the default:
+
+```ruby
+relation_scope do |relation|
+  default_relation_scope(relation).where(archived: false)
+end
+```
+
+## URL generation
+
+`resource_url_for(...)` with the `parent:` option:
+
+```ruby
+# Child collection (has_many)
+resource_url_for(Property, parent: company)
+# => /companies/123/nested_properties
+
+# Child record
+resource_url_for(property, parent: company)
+# => /companies/123/nested_properties/456
+
+# New child
+resource_url_for(Property, action: :new, parent: company)
+# => /companies/123/nested_properties/new
+
+# Edit child
+resource_url_for(property, action: :edit, parent: company)
+# => /companies/123/nested_properties/456/edit
+
+# Singular (has_one)
+resource_url_for(company_profile, parent: company)
+# => /companies/123/nested_company_profile
+
+resource_url_for(CompanyProfile, action: :new, parent: company)
+# => /companies/123/nested_company_profile/new
+
+# Interactions compose with parent
+resource_url_for(property, parent: company, interaction: :archive)
+resource_url_for(Property, parent: company, interaction: :import)
+resource_url_for(Property, parent: company, interaction: :bulk_delete, ids: [1, 2])
+```
+
+### Cross-package URLs
+
+```ruby
+# From AdminPortal, generate URL to a CustomerPortal resource
+resource_url_for(property, parent: company, package: CustomerPortal)
+```
+
+## Authorization context
+
+The child policy receives the parent automatically:
+
+```ruby
+class PropertyPolicy < ResourcePolicy
+  # parent              => the Company instance
+  # parent_association  => :properties
+
+  def create?
+    parent.present? && user.member_of?(parent)
+  end
+
+  def read?
+    parent.present? && record.company == parent
+  end
+end
+```
+
+The parent is authorized for `:read?` before `current_parent` returns — children inherit the parent's access requirements.
+
+## Parameter handling
+
+The parent is injected into `resource_params` automatically:
+
+```ruby
+# When creating a property under /companies/123/nested_properties
+resource_params
+# => { name: "...", company: <Company:123>, company_id: 123 }
+```
+
+No hidden parent fields needed in forms.
+
+## Presentation hooks
+
+Control whether the parent field appears in views/forms:
+
+```ruby
+class PropertiesController < ::ResourceController
+  private
+
+  def present_parent?  = true     # show on displays (default: false)
+  def submit_parent?   = false    # include in forms (defaults to present_parent?)
+end
+```
+
+Conditional — show parent only when accessed standalone:
+
+```ruby
+def present_parent?
+  current_parent.nil?
+end
+```
+
+## Custom parent resolution
+
+Override `current_parent` for non-default lookup:
+
+```ruby
+class PropertiesController < ::ResourceController
+  private
+
+  def current_parent
+    @current_parent ||= Company.friendly.find(params[:company_id])
+  end
+end
+```
+
+## Custom routes on nested resources
+
+```ruby
+register_resource ::Property do
+  member do
+    get  :analytics, as: :analytics
+    post :archive,   as: :archive
+  end
+  collection do
+    get  :report,    as: :report
+  end
+end
+```
+
+Generates `/companies/:company_id/nested_properties/:id/analytics`, etc.
+
+::: warning Always pass `as:`
+Without `as:`, `resource_url_for(property, parent: company, action: :analytics)` fails — there's no named route to look up.
+:::
+
+## Compound uniqueness
+
+Scope uniqueness to the parent FK:
+
+```ruby
+class Property < ResourceRecord
+  belongs_to :company
+  validates :code, uniqueness: {scope: :company_id}
+end
+```
+
+Without the scope, the same code in different companies would collide.
+
+## Custom association scope (for complex relationships)
+
+When the parent path isn't a direct `belongs_to`, define a custom scope on the child:
+
+```ruby
+class Property < ResourceRecord
+  scope :associated_with_organization, ->(org) {
+    joins(:company).where(companies: {organization_id: org.id})
+  }
+end
+```
+
+Useful when the child is nested under a grandparent-style entity. See [Entity scoping › Three model shapes](./entity-scoping#three-model-shapes).
+
+## Breadcrumbs
+
+Auto-include the parent: `Companies > Acme Corp > Properties > Property #123`.
+
+## Nesting limitations
+
+Plutonium supports **one level of nesting**:
+
+- ✅ `/companies/:company_id/nested_properties` (parent → child)
+- ❌ `/companies/:company_id/nested_properties/:property_id/nested_units` (grandparent → parent → child)
+
+For deeper hierarchies, use top-level routes plus association tabs on the show page (see [Behavior › Policy › Association permissions](/reference/behavior/policies#association-permissions) and [Resource › Definition › Custom page classes](/reference/resource/definition#custom-page-classes)).
+
+## Related
+
+- [Entity scoping](./entity-scoping) — what happens when no parent is present
+- [Invites](./invites) — membership-based onboarding
+- [Behavior › Policy](/reference/behavior/policies) — `relation_scope`, parent context
+- [Behavior › Controllers](/reference/behavior/controllers) — `current_parent`, presentation hooks
+- [App › Portals](/reference/app/portals) — `register_resource` and custom member/collection routes