fix(crm): Setup card only for settings holders while setup is incomplete #22

Merged
KofTwentyTwo merged 1 commits from feature/crm-setup-admin-only into develop 2026-10-16 15:19:23 +00:00
1 Commits
Author SHA1 Message Date
james.maesandClaude Sonnet 5.5 26b8847b46 fix(crm): show the Setup card only to CRM settings holders while setup is incomplete
The crm_setup widget was the 2nd widget on the CRM home, rendered to every
CRM user even when complete ("Nothing to do"), and carried a provider row
(Email delivery: sends through the email qbit). That is system/config content
on a business home.

- crm_setup now requires crm.manage (the permission guarding the CRM Settings
  tables) via widget rules, plus CrmSetupVisibility, a request-time custom
  permission checker (same mechanism as crm_goals) that denies once no
  business step is missing. Denied widgets are omitted (DenyBehavior.HIDDEN)
  from metadata and render.
- Removed the Email delivery row; the checklist is business setup only.
- Help text updated.

Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com>
2026-10-16 09:10:51 -05:00