@i4e/invest4edu-access-core 0.34.0 → 0.35.0

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Files changed (2) hide show
  1. package/package.json +1 -1
  2. package/src/report-audience.js +26 -11
package/package.json CHANGED
@@ -1,6 +1,6 @@
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  {
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  "name": "@i4e/invest4edu-access-core",
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- "version": "0.34.0",
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+ "version": "0.35.0",
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  "description": "Shared access-control primitives for NeoFindesk: tenant keystone, role capabilities, reportee tree, entity/role vocabulary, feature flags, and the unified access engine (registry schema, snapshot resolver, visibleWhen).",
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  "type": "module",
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  "exports": {
package/src/report-audience.js CHANGED
@@ -103,17 +103,32 @@ const REDUCED = Object.freeze({
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  export const AUDIENCE_DEFAULTS = Object.freeze({
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  [AUDIENCE.FULL]: ALL_VISIBLE,
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- // "Don't show for Partner clients & RM clients where RM is E1. Actions will not come.
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- // Portfolio Health Score component — don't show; only show Health Score, no recommendations.
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- // Hide the AI chatbot. Remove Key / Fund Analysis. Hide Performance. Less fund details.
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- // Score breakdown — remove underlying fund. Language B2C / neutral."
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- [AUDIENCE.PARTNER]: REDUCED,
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-
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- // Same treatment as a partner client — the review grouped them in one line.
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- [AUDIENCE.RM_E1]: REDUCED,
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-
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- // "Direct Clients — call advisor to get details to know the plan. Same storytelling."
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- [AUDIENCE.DIRECT]: Object.freeze({ ...REDUCED, advisorCta: true }),
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+ /*
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+ * REVISED 12 Sep 2026 (Peeyush). The first cut reduced all three audiences and differed only by
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+ * a CTA. It now reduces ONE.
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+ *
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+ * partner full — unlocking a partner's client is out of scope, so gating them would leave a
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+ * reduced report with no way to ever open it.
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+ * direct full — a direct client has no partner and no servicing RM, so there is nobody for
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+ * "ask your advisor" to point at.
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+ * rm_e1 reduced — an employee services this client, so the withheld sections have an owner
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+ * who can walk the client through them.
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+ *
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+ * Measured on prod the day this changed: 13,327 partner, 2,121 e1, 232 direct of 15,680. So the
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+ * feature applies to ~13.5% of the book and 86.5% is untouched.
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+ */
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+ [AUDIENCE.PARTNER]: ALL_VISIBLE,
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+
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+ // "Don't show for RM clients where RM is E1. Actions will not come. Portfolio Health Score
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+ // component — don't show; only show Health Score, no recommendations. Hide the AI chatbot.
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+ // Remove Key / Fund Analysis. Hide Performance. Less fund details. Score breakdown — remove
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+ // underlying fund. Language B2C / neutral."
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+ //
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+ // The CTA rides HERE rather than on `direct`, inverting the first cut: this is the audience
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+ // with an adviser to talk to, and the one whose sections are withheld.
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+ [AUDIENCE.RM_E1]: Object.freeze({ ...REDUCED, advisorCta: true }),
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+
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+ [AUDIENCE.DIRECT]: ALL_VISIBLE,
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  });
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  const E1_TYPE_DISTRIBUTOR = "distributor";