@pilotiq/pilotiq 0.24.1 → 0.24.3

package/boost/skills/pilotiq-resource/rules/authorization.md

@@ -0,0 +1,242 @@
+# Authorization
+
+Pilotiq authorization is `Pilotiq.user(resolver)` + per-Resource `can*` static predicates. Predicates default to `true`; the framework runs them through a fail-closed wrapper (throws or rejected promises become `false`). Routes return 403 JSON or HTML when any predicate fails; the sidebar drops items the user can't reach.
+
+## Wiring the user
+
+```ts
+Pilotiq.make('Admin')
+  .path('/admin')
+  .user(async (req) => req.session?.user ?? null)
+  .resources([ArticleResource])
+```
+
+The resolver runs once per request. It can return any shape — pilotiq treats the user as opaque and just hands it to your predicates. Common shapes:
+
+```ts
+.user(async (req) => {
+  const sessionId = req.session?.userId
+  if (!sessionId) return null
+  return User.find(sessionId)              // returns a Model instance or null
+})
+
+// Or returning a plain object
+.user(async (req) => {
+  if (!req.session?.user) return null
+  return { id: req.session.user.id, role: req.session.user.role, name: req.session.user.name }
+})
+```
+
+Returning `null` is the anonymous case. `canAccess(null)` is your gate.
+
+## `Pilotiq.guard()` vs `canAccess`
+
+The two layers are distinct:
+
+- **`Pilotiq.guard(req => …)`** — 401 layer. Runs before any route handler. Use for "must be signed in to even visit this panel."
+- **`Resource.canAccess(user)`** — 403 layer. Per-resource. Use for "this user is signed in, but doesn't have permission for this resource."
+
+```ts
+Pilotiq.make('Admin')
+  .path('/admin')
+  .guard(async (req) => {
+    if (!req.session?.user) return Pilotiq.redirect('/login?next=/admin')
+    return true                            // pass through to canAccess
+  })
+  .user(async (req) => req.session?.user)
+  .resources([ArticleResource])
+```
+
+`Pilotiq.redirect(url)` is the return-value escape hatch — `guard` returns either `true` (pass), `false` (403), or a `Pilotiq.redirect(...)` payload.
+
+## Resource predicates
+
+Six async predicates on `Resource`, all defaulting to `true`:
+
+```ts
+class ArticleResource extends Resource {
+  // Panel-level — can the user see this resource in the sidebar / list at all?
+  static override async canAccess(user) {
+    return Boolean(user)                   // any signed-in user
+  }
+
+  // List page — can the user see ANY of these records?
+  static override async canViewAny(user) {
+    return Boolean(user)
+  }
+
+  // View / edit page — can the user see THIS record?
+  static override async canView(user, record) {
+    return user.id === record.authorId || user.role === 'admin'
+  }
+
+  // Create page — can the user create a new record?
+  static override async canCreate(user) {
+    return user.role !== 'reader'
+  }
+
+  // Edit page — can the user edit THIS record?
+  static override async canEdit(user, record) {
+    return user.id === record.authorId
+  }
+
+  // Delete handler — can the user delete THIS record?
+  static override async canDelete(user, record) {
+    return user.role === 'admin'
+  }
+}
+```
+
+Soft-delete variants:
+
+```ts
+class ArticleResource extends Resource {
+  static override softDeletes = true
+
+  // Defaults to true
+  static override async canRestore(user, record) {
+    return user.role === 'admin'
+  }
+
+  // Defaults to delegating to canDelete (so canDelete being denied also denies force)
+  static override async canForceDelete(user, record) {
+    return user.role === 'admin'
+  }
+}
+```
+
+## RelationManager predicates
+
+`RelationManager` has its own seven predicates — manager-scoped, not Resource-scoped:
+
+```ts
+class CommentsRelationManager extends RelationManager {
+  static override relationName = 'comments'
+
+  static override async canViewAny(user, parentRecord) { return true }
+  static override async canView(user, child, parentRecord) { return true }
+  static override async canCreate(user, parentRecord) { return Boolean(user) }
+  static override async canEdit(user, child, parentRecord) { return user.id === child.authorId }
+  static override async canDelete(user, child, parentRecord) { return user.role === 'admin' }
+
+  // M2M only
+  static override async canAttach(user, parentRecord)  { return Boolean(user) }
+  static override async canDetach(user, child, parentRecord) { return user.role === 'admin' }
+}
+```
+
+If a manager doesn't override a predicate, the framework falls through to the related `Resource`'s matching predicate (via reference-equality check on the prototype). `canAttach` / `canDetach` are manager-only and do NOT fall through — attach/detach are pivot operations, not record operations.
+
+## Per-record evaluation on list pages
+
+On the list page, `canView` / `canEdit` / `canDelete` evaluate PER ROW server-side before render. The framework stamps each row with `_visibleActions` and `_disabledActions` arrays. Row-action factories (`Action.edit(R, base)`, `Action.delete()`) auto-consult these stamps — buttons only render for permitted rows.
+
+The list itself doesn't pre-filter — it shows the rows your `canViewAny` allowed; per-record reads at view/edit time enforce the finer gate. If you need pre-filtering (so unauthorized records never appear at all), override `Resource.query()`:
+
+```ts
+class ArticleResource extends Resource {
+  static override query(user) {
+    if (!user) return Article.query().whereRaw('1 = 0')   // anonymous: no rows
+    if (user.role === 'admin') return Article.query()
+    return Article.query().where('authorId', user.id)
+  }
+}
+```
+
+`Resource.query(user)` is called by list / search / find-by-PK paths. Soft-delete restore intentionally bypasses (you need to see trashed rows to restore them).
+
+## Page-level authorization
+
+Custom (non-resource) pages have one `canAccess` predicate:
+
+```ts
+class AnalyticsPage extends Page {
+  static override slug = 'analytics'
+
+  static override async canAccess(user) {
+    return user?.role === 'admin'
+  }
+}
+```
+
+Record sub-pages can also gate per-record:
+
+```ts
+class AuditLogPage extends Page {
+  static override slug = 'audit'
+
+  static override async canAccess(user, record) {
+    return user?.id === record.authorId || user?.role === 'admin'
+  }
+}
+```
+
+## Fail-closed posture
+
+The framework runs every predicate through `safePolicy()`:
+
+```ts
+async function safePolicy(fn, user, record?) {
+  try {
+    const result = await fn(user, record)
+    return Boolean(result)                 // anything truthy → allowed
+  } catch (err) {
+    console.error('[pilotiq] policy threw:', err)
+    return false                            // throws → denied
+  }
+}
+```
+
+What this means for your code:
+
+- **Return `true` / `false` (or a Promise of). Don't throw to deny** — throwing logs and denies, but the log noise is for misconfiguration not deliberate denial.
+- **Bare `return user.role === 'admin'`** crashes when `user` is `null`. Either guard up-front (`if (!user) return false`) or use optional chaining (`user?.role === 'admin'`).
+- **Async predicates are fine** — the framework awaits each in parallel where possible (per-row eval) and serially where needed (gate chains).
+
+## Authorization vs visibility
+
+Predicates control whether the route fires. `Action.visible(...)` / `Field.visible(...)` / `Section.visible(...)` control UI presence regardless of authorization. Two layers — use both:
+
+```ts
+// Authorization: only admins can hit POST /articles/:id/publish
+class ArticleResource extends Resource {
+  static override async canPublish(user, record) { return user.role === 'admin' }
+}
+
+// Visibility: hide the Publish button on already-published rows (regardless of role)
+Action.make('publish')
+  .visible(({ record }) => record.status === 'draft')
+  .handler(...)
+```
+
+A button you visibility-hide that the user could still POST to directly stays accessible. Use authorization predicates for security; visibility for UX.
+
+## Action authorization
+
+Actions support `.visible(rule)`, `.hidden(rule)`, `.disabled(rule)`, and `.authorize(rule)`:
+
+- **`.visible()` / `.hidden()`** — UI presence. Server still routes the dispatch.
+- **`.disabled()`** — UI present but greyed; the dispatch handler should still re-check.
+- **`.authorize(rule)`** — authoritative server-side gate. Action factory wraps it so dispatch returns 403 when it fails.
+
+```ts
+Action.make('approve')
+  .icon('check')
+  .visible(({ record }) => record.status === 'pending')
+  .authorize(({ user }) => user.role === 'moderator')
+  .handler(async (ctx) => {
+    await ctx.record.approve()
+    return { notify: Notification.success('Approved') }
+  })
+```
+
+`visible` and `authorize` look similar but are different layers — `visible` is UI, `authorize` is the route gate. For actions that change state (publish, delete, archive), set both.
+
+## Common pitfalls
+
+- **Returning a Model instance from `canX`** — `safePolicy` calls `Boolean(result)`, and a Model instance is always truthy. Use `Boolean(record?.id)` or compare an explicit field.
+- **Forgetting `static override`.** Without `override`, you silently create instance methods that never run — the framework calls statics on the class.
+- **`canEdit` without a record arg.** The framework calls `canEdit(user, record)`; defining `canEdit(user)` works but ignores the record. Use both args for record-aware gates.
+- **`canAccess` returning a Promise that rejects** — fail-closed treats rejections as `false`. If you want a clearer error for misconfiguration, log inside `canAccess` and return false.
+- **Using `Resource.query()` for security AND for list scoping** — if you scope rows in `query()`, also gate `canView(user, record)` for direct deep links. The row not appearing in `query()` doesn't stop a user from typing `/admin/articles/:hidden-id`.
+- **Anonymous `null` users**. `canAccess(null)` is the standard signature for "is sign-in required?". Returning `Boolean(user)` is the most common predicate body.

package/boost/skills/pilotiq-resource/rules/defining-resources.md

@@ -0,0 +1,228 @@
+# Defining Resources
+
+A `Resource` is a class that declares a CRUD-managed entity for a pilotiq panel. Static methods describe the form, table, and (optionally) the detail view; the framework auto-generates list / create / edit / view pages from those declarations and registers the routes.
+
+## Minimal Resource
+
+The shortest path: point `static model` at a `@rudderjs/orm` `Model` and the framework infers CRUD from column metadata.
+
+```ts
+import { Resource, Form, Table, Column, TextField } from '@pilotiq/pilotiq'
+import { Article } from '../Models/Article.js'
+
+export class ArticleResource extends Resource {
+  static override label         = 'Articles'
+  static override labelSingular = 'Article'
+  static override icon          = 'file-text'
+  static override model         = Article
+
+  static override form(form: Form): Form {
+    return form.schema([
+      TextField.make('title').required().placeholder('Article title…'),
+      TextField.make('slug').required(),
+    ])
+  }
+
+  static override table(table: Table): Table {
+    return table
+      .columns([
+        Column.make('title').sortable().searchable(),
+        Column.make('slug').searchable(),
+        Column.make('createdAt').sortable().label('Created'),
+      ])
+      .defaultSort('createdAt', 'desc')
+      .paginate(10)
+  }
+}
+```
+
+Register on the panel:
+
+```ts
+Pilotiq.make('Admin').path('/admin').resources([ArticleResource])
+```
+
+You get working list / create / edit / view pages at `/admin/articles*`.
+
+## What `static model` auto-fills
+
+When `static model = SomeModel` is set, the framework wires:
+
+- **`Form.save(ctx)`** — calls `Article.create(data)` on create, `Article.update(id, data)` on edit (discriminated by whether `ctx.record[primaryKey]` is set).
+- **`Form.loadRecord(id)`** — calls `Article.find(id)`. Throws 404 if missing.
+- **`Resource.deleteRecord(id)`** — calls `Article.delete(id)`. Soft-deletes work out of the box when `Article.softDeletes = true` AND `Resource.softDeletes = true` (two-sided opt-in).
+- **`Table.records(ctx)`** — paginates `Article.query()`. Every `Column.searchable()` joins via `LIKE` / `orWhere`; `Column.sortable()` + `defaultSort()` map to `orderBy`.
+
+Anything you set explicitly still wins:
+
+```ts
+static override form(form: Form): Form {
+  return form
+    .schema([...])
+    .save(async (ctx) => {
+      // explicit save handler — overrides the auto-wired Article.create
+      const article = await Article.create({ ...ctx.values, authorId: ctx.user.id })
+      return { redirect: `${ctx.basePath}/articles/${article.id}` }
+    })
+}
+```
+
+`ModelLike` is structural — you don't have to use `@rudderjs/orm`. Any object that satisfies the shape works (testing doubles, custom ORMs):
+
+```ts
+export class ArticleResource extends Resource {
+  static override model = {
+    query: () => CustomBackend.query('articles'),
+    find: (id) => CustomBackend.find('articles', id),
+    create: (data) => CustomBackend.create('articles', data),
+    update: (id, data) => CustomBackend.update('articles', id, data),
+    delete: (id) => CustomBackend.delete('articles', id),
+  }
+}
+```
+
+## Folder-per-resource layout
+
+For non-trivial resources, split configuration across files:
+
+```
+app/Pilotiq/Articles/
+├── ArticleResource.ts       # binds form / table / detail / pages / relations
+├── Pages/
+│   ├── ListArticles.ts      # extends ListPage
+│   ├── CreateArticle.ts     # extends CreatePage
+│   ├── EditArticle.ts       # extends EditPage
+│   └── ViewArticle.ts       # extends ViewPage
+├── Schemas/
+│   ├── form.ts              # exported form(form) function
+│   └── table.ts             # exported table(table) function
+└── RelationManagers/
+    └── CommentsRelationManager.ts
+```
+
+```ts
+// ArticleResource.ts
+export class ArticleResource extends Resource {
+  static override model = Article
+  static override form = articleForm        // imported from Schemas/form.ts
+  static override table = articleTable
+  static override pages() {
+    return {
+      list:   ListArticles,
+      create: CreateArticle,
+      edit:   EditArticle,
+      view:   ViewArticle,
+    }
+  }
+  static override relations() {
+    return [CommentsRelationManager]
+  }
+}
+```
+
+## Navigation metadata
+
+```ts
+export class ArticleResource extends Resource {
+  static override label         = 'Articles'           // sidebar label
+  static override labelSingular = 'Article'            // singular for headings / breadcrumbs
+  static override icon          = 'file-text'          // sidebar icon
+  static override navigationGroup = 'Content'          // sidebar grouping heading
+  static override navigationSort  = 10                 // smaller = earlier
+  static override navigationLabel = 'All articles'     // alt label when grouped
+  static override navigationBadge = async () => Article.where('isPublished', false).count()
+  static override navigationBadgeColor = 'warning'     // primary / success / warning / destructive / info / gray
+  static override navigationParentItem = 'BlogResource' // nest under another resource by class name
+  static override recordTitleAttribute = 'title'        // used in breadcrumbs + global search
+  static override breadcrumb = 'Posts'                  // optional override (label is the default)
+}
+```
+
+`navigationBadge` is async and resolved in parallel during `panelInfo()`. Errors are swallowed (badge silently absent).
+
+## Detail view
+
+Resource pages (`ViewArticle`) render the `Resource.detail()` infolist by default:
+
+```ts
+import { Resource, TextEntry, BadgeEntry, IconEntry } from '@pilotiq/pilotiq'
+
+export class ArticleResource extends Resource {
+  static override detail() {
+    return [
+      Section.make('Article')
+        .columns(2)
+        .schema([
+          TextEntry.make('title').weight('bold').size('lg'),
+          BadgeEntry.make('status').colors({ draft: 'gray', live: 'success' }),
+          TextEntry.make('createdAt').since().label('Created'),
+          IconEntry.make('isPublic').options({ true: { icon: 'globe' }, false: { icon: 'lock' } }),
+        ]),
+    ]
+  }
+}
+```
+
+Entry types: `TextEntry`, `BadgeEntry`, `IconEntry`, `ImageEntry`, `KeyValueEntry`, `ColorEntry`, `RepeatableEntry`, `ComponentEntry` (escape-hatch to a custom React component).
+
+## Soft deletes
+
+Two-sided opt-in: set `softDeletes = true` on BOTH the Model and the Resource. Missing either side silently drops the restore / force-delete UI without an error.
+
+```ts
+// app/Models/Article.ts
+export class Article extends Model {
+  static override softDeletes = true        // required on the Model
+}
+
+// app/Pilotiq/Articles/ArticleResource.ts
+export class ArticleResource extends Resource {
+  static override model       = Article
+  static override softDeletes = true        // required on the Resource too
+}
+```
+
+What you get:
+
+- `TrashedFilter` auto-injected on the list page (`All / Active only / Only trashed`).
+- `Action.delete()` flips its label to "Move to trash" and hides on already-trashed rows.
+- `Action.restore()` / `Action.forceDelete()` appear on trashed rows.
+- `Action.bulkRestore()` / `Action.bulkForceDelete()` available for bulk slots.
+- Two new routes: `POST /:slug/:id/restore` and `POST /:slug/:id/force-delete`.
+
+Override the column name with `static deletedAtColumn = 'archivedAt'` if you're not using the default.
+
+## Globals (singleton resources)
+
+`Global` extends the same builder for singletons — site settings, footer content. Same shape minus list/create/delete; routes are `GET/POST {base}/{slug}` for edit, `GET {base}/{slug}/view` for view.
+
+```ts
+import { Global, Form, TextField, Textarea, ColorPicker } from '@pilotiq/pilotiq'
+
+export class SiteSettings extends Global {
+  static override label = 'Site Settings'
+  static override icon  = 'settings'
+  static override model = Settings
+  static override navigationGroup = 'Settings'         // default
+
+  static override form(form: Form) {
+    return form.schema([
+      TextField.make('siteName').required(),
+      Textarea.make('description'),
+      ColorPicker.make('brandColor'),
+    ])
+  }
+
+  static override canEdit(user) { return user.role === 'admin' }
+}
+```
+
+Register via `.globals([SiteSettings])`.
+
+## Common pitfalls
+
+- **Forgetting `static override`.** Without it, TypeScript happily lets you create instance methods that never run. Lint with `noImplicitOverride` to catch this at compile time.
+- **`static model = X` vs `static get model() { return X }`** — Both work. The getter form is useful when `X` is defined in the same file and you hit class-evaluation ordering issues.
+- **`Resource.model` requires `ModelLike`, not the Prisma client.** If you're consuming the framework's Prisma adapter, point at the `@rudderjs/orm` `Model` class, not the Prisma delegate. The adapter bridges between them.
+- **`static slug` collisions** with reserved tokens (`_action`, `_form`, `_search`, `_uploads`, `_widget`, `_notifications`, `theme`, `api`) throw a clear boot error. The slug auto-derivation falls through to `kebab(className)`.
+- **Resources auto-register pages — don't `.pages([])` them too.** `Pilotiq.make().resources([R])` already registers R's four pages. The `.pages([])` slot is for *custom* (non-resource-bound) pages.