alla-allaos-fullstack/docs/security/crm-access-enforcement-inventory.md

CRM Access Enforcement Inventory

Status Key

• Protected: route already passes through resolved CRM access or explicit permission/scope enforcement
• Partially Protected: route requires auth/permission but still has legacy or coarse organization-wide behavior
• Legacy Protected: route depends on role string or legacy membership behavior instead of resolved union access
• Not Protected: no meaningful CRM scope enforcement beyond organization lookup

Inventory

Area	Route / Module	Status	Notes
Customers	/api/crm/customers	Protected	List/detail/update/delete now pass resolved CRM scope context and customer visibility is filtered by ownership plus related enquiry/quotation signals
Contacts	/api/crm/customers/[id]/contacts	Protected	Contact APIs now inherit customer visibility and creator/admin/team visibility rules from resolved CRM access
Leads / Opportunities	/api/crm/opportunities and child routes	Partially Protected	Uses branch/product/own-scope logic already, but still passes legacy businessRole fields through route/service seams
Quotations	/api/crm/quotations and [id]	Protected	List/detail/create/update/delete now pass resolved CRM scope context and enforce branch/product/own visibility
Quotation pricing surfaces	document data, preview, PDF preview/download, approved PDF	Protected	Pricing-bearing outputs now require pricing visibility and emit crm_security_access audit events when denied
Document artifacts	/api/crm/document-artifacts/[id]/download	Protected	Approved quotation artifacts now require artifact permission plus pricing visibility guard
Approvals	/api/crm/approvals, approve/reject/return	Protected	Approval list/detail now require related quotation visibility or current-actor/admin visibility; step actor resolution uses resolved CRM access union
Dashboard	/api/crm/dashboard	Protected	Route uses resolved context; revenue widgets are hidden unless quotation pricing is visible
Dashboard export	/api/crm/dashboard/export	Protected	Revenue export explicitly blocked without pricing visibility
CRM settings: roles	/api/crm/settings/roles*	Partially Protected	Permission-gated, but inventory still needs full pass for every mutation route
CRM settings: user assignments	/api/crm/settings/user-role-assignments*	Protected	Explicit permission-gated through CRM role-assignment permissions
CRM settings: approval workflows	/api/crm/settings/approval-workflows*	Partially Protected	Permission-gated at route layer; deeper union-based workflow visibility still pending
CRM settings: document templates / sequences	/api/crm/settings/document-templates*, /document-sequences*	Partially Protected	Permission-gated, but not yet audited against the full L.3 export/artifact matrix
Master options	/api/foundation/master-options	Partially Protected	Admin-oriented and permission-gated, but outside resolved CRM scope model

High-Risk Findings

1. Team-scope semantics are still coarse because the current model does not yet carry a first-class subordinate/team graph.
2. Contact sharing is now persisted, but team-scope still remains approximate because there is no first-class CRM team hierarchy.
3. Enquiry services already enforce meaningful scope, but several route files still pass legacy role-shaped context instead of a dedicated security context object.

Follow-up Focus

• Normalize remaining enquiry routes onto the same security-context builder used by quotations and dashboard.
• Add runtime seeded scenario tests once dedicated security fixtures are available.
• Introduce a first-class CRM team hierarchy if the business requires true team-based visibility.