feat(estimate): scope estimate search to controller audience

packages/api/src/__tests__/assistant-router.test.ts

@@ -530,23 +530,28 @@ describe("assistant router tool gating", () => {
     const managerWithoutCosts = getToolNames([], SystemRole.MANAGER);
     const userNames = getToolNames([PermissionKey.VIEW_COSTS], SystemRole.USER);
 
+    expect(controllerNames).toContain("search_estimates");
     expect(controllerNames).toContain("get_estimate_detail");
     expect(controllerNames).toContain("list_estimate_versions");
     expect(controllerNames).toContain("get_estimate_version_snapshot");
     expect(controllerNames).toContain("get_estimate_weekly_phasing");
     expect(controllerNames).toContain("get_estimate_commercial_terms");
+    expect(controllerWithoutCosts).toContain("search_estimates");
     expect(controllerWithoutCosts).not.toContain("get_estimate_detail");
     expect(controllerWithoutCosts).toContain("list_estimate_versions");
     expect(controllerWithoutCosts).not.toContain("get_estimate_version_snapshot");
     expect(controllerWithoutCosts).toContain("get_estimate_weekly_phasing");
     expect(controllerWithoutCosts).toContain("get_estimate_commercial_terms");
+    expect(managerNames).toContain("search_estimates");
     expect(managerNames).toContain("get_estimate_detail");
     expect(managerNames).toContain("list_estimate_versions");
     expect(managerNames).toContain("get_estimate_version_snapshot");
     expect(managerNames).toContain("get_estimate_weekly_phasing");
     expect(managerNames).toContain("get_estimate_commercial_terms");
+    expect(managerWithoutCosts).toContain("search_estimates");
     expect(managerWithoutCosts).toContain("list_estimate_versions");
     expect(managerWithoutCosts).not.toContain("get_estimate_version_snapshot");
+    expect(userNames).not.toContain("search_estimates");
     expect(userNames).not.toContain("get_estimate_detail");
     expect(userNames).not.toContain("list_estimate_versions");
     expect(userNames).not.toContain("get_estimate_version_snapshot");

packages/api/src/__tests__/estimate-router.test.ts

@@ -2,6 +2,7 @@ import {
   EstimateExportFormat,
   EstimateStatus,
   EstimateVersionStatus,
+  PermissionKey,
   SystemRole,
 } from "@capakraken/shared";
 import { TRPCError } from "@trpc/server";
@@ -62,6 +63,24 @@ function createProtectedCaller(db: Record<string, unknown>) {
   });
 }
 
+function createProtectedCallerWithOverrides(
+  db: Record<string, unknown>,
+  overrides: { granted?: PermissionKey[]; denied?: PermissionKey[] } | null,
+) {
+  return createCaller({
+    session: {
+      user: { email: "viewer@example.com", name: "Viewer", image: null },
+      expires: "2099-01-01T00:00:00.000Z",
+    },
+    db: db as never,
+    dbUser: {
+      id: "user_3",
+      systemRole: SystemRole.USER,
+      permissionOverrides: overrides,
+    },
+  });
+}
+
 // ---------------------------------------------------------------------------
 // Helpers
 // ---------------------------------------------------------------------------
@@ -107,11 +126,33 @@ describe("estimate router", () => {
   // ─── list ──────────────────────────────────────────────────────────────────
 
   describe("list", () => {
+    it("requires controller access", async () => {
+      const caller = createProtectedCaller({});
+
+      await expect(caller.list({})).rejects.toThrow(
+        expect.objectContaining({
+          code: "FORBIDDEN",
+          message: "Controller access required",
+        }),
+      );
+    });
+
+    it("allows controllers to list estimates", async () => {
+      const findMany = vi.fn().mockResolvedValue([baseEstimate]);
+      const db = { estimate: { findMany } };
+
+      const caller = createControllerCaller(db);
+      const result = await caller.list({});
+
+      expect(findMany).toHaveBeenCalled();
+      expect(result).toHaveLength(1);
+    });
+
     it("returns all estimates without filters", async () => {
       const findMany = vi.fn().mockResolvedValue([baseEstimate]);
       const db = { estimate: { findMany } };
 
-      const caller = createProtectedCaller(db);
+      const caller = createManagerCaller(db);
       const result = await caller.list({});
 
       expect(findMany).toHaveBeenCalled();
@@ -122,7 +163,7 @@ describe("estimate router", () => {
       const findMany = vi.fn().mockResolvedValue([]);
       const db = { estimate: { findMany } };
 
-      const caller = createProtectedCaller(db);
+      const caller = createManagerCaller(db);
       await caller.list({ projectId: "project_1" });
 
       expect(findMany).toHaveBeenCalledWith(
@@ -136,7 +177,7 @@ describe("estimate router", () => {
       const findMany = vi.fn().mockResolvedValue([]);
       const db = { estimate: { findMany } };
 
-      const caller = createProtectedCaller(db);
+      const caller = createManagerCaller(db);
       await caller.list({ status: EstimateStatus.DRAFT });
 
       expect(findMany).toHaveBeenCalledWith(
@@ -150,7 +191,7 @@ describe("estimate router", () => {
       const findMany = vi.fn().mockResolvedValue([]);
       const db = { estimate: { findMany } };
 
-      const caller = createProtectedCaller(db);
+      const caller = createManagerCaller(db);
       await caller.list({ query: "search" });
 
       expect(findMany).toHaveBeenCalledWith(
@@ -161,6 +202,19 @@ describe("estimate router", () => {
         }),
       );
     });
+
+    it("does not grant estimate listing through standalone viewCosts overrides", async () => {
+      const caller = createProtectedCallerWithOverrides({}, {
+        granted: [PermissionKey.VIEW_COSTS],
+      });
+
+      await expect(caller.list({})).rejects.toThrow(
+        expect.objectContaining({
+          code: "FORBIDDEN",
+          message: "Controller access required",
+        }),
+      );
+    });
   });
 
   // ─── getById ───────────────────────────────────────────────────────────────

packages/api/src/router/assistant.ts

@@ -239,6 +239,7 @@ const PLANNING_READ_TOOLS = new Set([
 const CONTROLLER_ONLY_TOOLS = new Set([
   "search_projects",
   "get_project",
+  "search_estimates",
   "get_timeline_entries_view",
   "get_timeline_holiday_overlays",
   "get_project_timeline_context",

packages/api/src/router/estimate.ts

@@ -245,7 +245,7 @@ async function autoFillDemandLineRates(
 }
 
 export const estimateRouter = createTRPCRouter({
-  list: protectedProcedure
+  list: controllerProcedure
     .input(EstimateListFiltersSchema.default({}))
     .query(async ({ ctx, input }) =>
       listEstimates(