feat(auth): classify planning and resource read audiences

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

@@ -666,7 +666,7 @@ describe("project router", () => {
         },
       };
 
-      const caller = createProtectedCaller(db);
+      const caller = createControllerCaller(db);
       const result = await caller.searchSummaries({ search: "Gelddruckmaschine", limit: 10 });
 
       expect(result).toEqual([
@@ -735,6 +735,19 @@ describe("project router", () => {
       ).rejects.toThrow(expect.objectContaining({ code: "FORBIDDEN" }));
     });
 
+    it("blocks USER role from lightweight project search summaries", async () => {
+      const db = {
+        project: {
+          findMany: vi.fn(),
+        },
+      };
+
+      const caller = createProtectedCaller(db);
+      await expect(
+        caller.searchSummaries({ search: "Gelddruckmaschine", limit: 10 }),
+      ).rejects.toThrow(expect.objectContaining({ code: "FORBIDDEN" }));
+    });
+
     it("returns lightweight project identifier reads from the canonical router", async () => {
       const db = {
         project: {
@@ -750,7 +763,7 @@ describe("project router", () => {
         },
       };
 
-      const caller = createProtectedCaller(db);
+      const caller = createControllerCaller(db);
       const result = await caller.getByIdentifier({ identifier: "GDM" });
 
       expect(result).toEqual({
@@ -854,5 +867,19 @@ describe("project router", () => {
         caller.getByIdentifierDetail({ identifier: "GDM" }),
       ).rejects.toThrow(expect.objectContaining({ code: "FORBIDDEN" }));
     });
+
+    it("blocks USER role from lightweight project identifier reads", async () => {
+      const db = {
+        project: {
+          findUnique: vi.fn(),
+          findFirst: vi.fn(),
+        },
+      };
+
+      const caller = createProtectedCaller(db);
+      await expect(
+        caller.getByIdentifier({ identifier: "GDM" }),
+      ).rejects.toThrow(expect.objectContaining({ code: "FORBIDDEN" }));
+    });
   });
 });

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

@@ -780,7 +780,7 @@ describe("resource router", () => {
       caller.listSummaries({ search: "Alice", limit: 10 }),
     ).rejects.toMatchObject({
       code: "FORBIDDEN",
-      message: "You need resource overview access to search resource summaries",
+      message: "Resource overview access required",
     });
     expect(db.resource.findMany).not.toHaveBeenCalled();
   });
@@ -980,7 +980,7 @@ describe("resource router", () => {
       caller.listStaff({ limit: 10 }),
     ).rejects.toMatchObject({
       code: "FORBIDDEN",
-      message: "You need resource overview access to list staff resource data",
+      message: "Resource overview access required",
     });
     expect(db.resource.findMany).not.toHaveBeenCalled();
     expect(db.resource.count).not.toHaveBeenCalled();
@@ -1301,7 +1301,7 @@ describe("resource router", () => {
       },
     };
 
-    const caller = createProtectedCaller(db);
+    const caller = createProtectedCallerWithOverrides(db, { granted: [PermissionKey.VIEW_ALL_RESOURCES] });
     const result = await caller.resolveResponsiblePersonName({ name: "Peter" });
 
     expect(result).toEqual({
@@ -1310,6 +1310,25 @@ describe("resource router", () => {
     });
   });
 
+  it("rejects responsible-person resolution for regular users without resource overview access", async () => {
+    const db = {
+      resource: {
+        findFirst: vi.fn(),
+        findMany: vi.fn(),
+      },
+    };
+
+    const caller = createProtectedCaller(db);
+    await expect(
+      caller.resolveResponsiblePersonName({ name: "Peter" }),
+    ).rejects.toMatchObject({
+      code: "FORBIDDEN",
+      message: "Resource overview access required",
+    });
+    expect(db.resource.findFirst).not.toHaveBeenCalled();
+    expect(db.resource.findMany).not.toHaveBeenCalled();
+  });
+
   it("applies country filters on the staff list including explicit no-country toggle", async () => {
     const db = {
       resource: {

packages/api/src/index.ts

@@ -1,5 +1,5 @@
 export { appRouter, type AppRouter } from "./router/index.js";
-export { createTRPCContext, createTRPCRouter, createCallerFactory, publicProcedure, protectedProcedure, managerProcedure, controllerProcedure, adminProcedure, requirePermission, loadRoleDefaults, invalidateRoleDefaultsCache } from "./trpc.js";
+export { createTRPCContext, createTRPCRouter, createCallerFactory, publicProcedure, protectedProcedure, resourceOverviewProcedure, planningReadProcedure, managerProcedure, controllerProcedure, adminProcedure, requirePermission, loadRoleDefaults, invalidateRoleDefaultsCache } from "./trpc.js";
 export { eventBus, emitAllocationCreated, emitAllocationUpdated, emitAllocationDeleted, emitProjectShifted, emitBudgetWarning, flushPendingEvents, cancelPendingEvents } from "./sse/event-bus.js";
 export { logger } from "./lib/logger.js";
 export { anonymizeResource, anonymizeResources, anonymizeUser, getAnonymizationConfig, getAnonymizationDirectory } from "./lib/anonymization.js";

packages/api/src/router/project.ts

@@ -12,7 +12,7 @@ import { paginate, paginateCursor, PaginationInputSchema, CursorInputSchema } fr
 import { assertBlueprintDynamicFields } from "./blueprint-validation.js";
 import { buildDynamicFieldWhereClauses } from "./custom-field-filters.js";
 import { loadProjectPlanningReadModel } from "./project-planning-read-model.js";
-import { adminProcedure, controllerProcedure, createTRPCRouter, managerProcedure, protectedProcedure, requirePermission } from "../trpc.js";
+import { adminProcedure, controllerProcedure, createTRPCRouter, managerProcedure, planningReadProcedure, protectedProcedure, requirePermission } from "../trpc.js";
 import { createDalleClient, isDalleConfigured, loggedAiCall, parseAiError } from "../ai-client.js";
 import { generateGeminiImage, isGeminiConfigured, parseGeminiError } from "../gemini-client.js";
 import { invalidateDashboardCache } from "../lib/cache.js";
@@ -411,7 +411,7 @@ async function readProjectByIdentifierDetailSnapshot(
 }
 
 export const projectRouter = createTRPCRouter({
-  resolveByIdentifier: protectedProcedure
+  resolveByIdentifier: planningReadProcedure
     .input(z.object({ identifier: z.string() }))
     .query(async ({ ctx, input }) => {
       const select = {
@@ -454,7 +454,7 @@ export const projectRouter = createTRPCRouter({
       return project;
     }),
 
-  searchSummaries: protectedProcedure
+  searchSummaries: planningReadProcedure
     .input(z.object({
       search: z.string().optional(),
       status: z.nativeEnum(ProjectStatus).optional(),
@@ -577,7 +577,7 @@ export const projectRouter = createTRPCRouter({
       };
     }),
 
-  getByIdentifier: protectedProcedure
+  getByIdentifier: planningReadProcedure
     .input(z.object({ identifier: z.string() }))
     .query(async ({ ctx, input }) => resolveProjectIdentifierSnapshot(ctx, input.identifier)),
 

packages/api/src/router/resource.ts

@@ -51,7 +51,7 @@ Write a 2–3 sentence professional bio. Be specific, use skill names. No fluff.
 import { TRPCError } from "@trpc/server";
 import { z } from "zod";
 import { findUniqueOrThrow } from "../db/helpers.js";
-import { adminProcedure, controllerProcedure, createTRPCRouter, managerProcedure, protectedProcedure, requirePermission } from "../trpc.js";
+import { adminProcedure, controllerProcedure, createTRPCRouter, managerProcedure, protectedProcedure, requirePermission, resourceOverviewProcedure } from "../trpc.js";
 import { ROLE_BRIEF_SELECT } from "../db/selects.js";
 import type { TRPCContext } from "../trpc.js";
 
@@ -831,7 +831,7 @@ export const resourceRouter = createTRPCRouter({
       return resource;
     }),
 
-  resolveResponsiblePersonName: protectedProcedure
+  resolveResponsiblePersonName: resourceOverviewProcedure
     .input(z.object({ name: z.string() }))
     .query(async ({ ctx, input }) => {
       const exact = await ctx.db.resource.findFirst({
@@ -1176,7 +1176,7 @@ export const resourceRouter = createTRPCRouter({
       };
     }),
 
-  listSummaries: protectedProcedure
+  listSummaries: resourceOverviewProcedure
     .input(z.object({
       search: z.string().optional(),
       country: z.string().optional(),
@@ -1199,7 +1199,7 @@ export const resourceRouter = createTRPCRouter({
       return resources.map(mapResourceSummary);
     }),
 
-  listSummariesDetail: protectedProcedure
+  listSummariesDetail: resourceOverviewProcedure
     .input(z.object({
       search: z.string().optional(),
       country: z.string().optional(),
@@ -1433,17 +1433,9 @@ export const resourceRouter = createTRPCRouter({
       return { resources, total, page, limit, nextCursor };
     }),
 
-  listStaff: protectedProcedure
+  listStaff: resourceOverviewProcedure
     .input(ResourceListQuerySchema)
-    .query(async ({ ctx, input }) => {
-      if (!canReadAllResources(ctx)) {
-        throw new TRPCError({
-          code: "FORBIDDEN",
-          message: "You need resource overview access to list staff resource data",
-        });
-      }
-      return listStaffResources(ctx, input);
-    }),
+    .query(async ({ ctx, input }) => listStaffResources(ctx, input)),
 
   /** Lightweight resource card for hover tooltips on the timeline. */
   getHoverCard: protectedProcedure

packages/api/src/trpc.ts

@@ -124,6 +124,61 @@ export const protectedProcedure = t.procedure.use(withLogging).use(({ ctx, next
   });
 });
 
+/**
+ * Resource overview procedure — requires broad people-directory visibility.
+ * Accepts explicit permission grants, not just elevated roles.
+ */
+export const resourceOverviewProcedure = protectedProcedure.use(({ ctx, next }) => {
+  const user = ctx.dbUser;
+  if (!user) throw new TRPCError({ code: "UNAUTHORIZED" });
+
+  const permissions = resolvePermissions(
+    user.systemRole as SystemRole,
+    user.permissionOverrides as import("@capakraken/shared").PermissionOverrides | null,
+    ctx.roleDefaults ?? undefined,
+  );
+
+  if (
+    !permissions.has(PermissionKey.VIEW_ALL_RESOURCES)
+    && !permissions.has(PermissionKey.MANAGE_RESOURCES)
+  ) {
+    throw new TRPCError({
+      code: "FORBIDDEN",
+      message: "Resource overview access required",
+    });
+  }
+
+  return next({ ctx: { ...ctx, user, permissions } });
+});
+
+/**
+ * Planning read procedure — allows broad planning/project read access without opening it to all users.
+ * This is an interim audience gate until dedicated project-read permissions exist.
+ */
+export const planningReadProcedure = protectedProcedure.use(({ ctx, next }) => {
+  const user = ctx.dbUser;
+  if (!user) throw new TRPCError({ code: "UNAUTHORIZED" });
+
+  const permissions = resolvePermissions(
+    user.systemRole as SystemRole,
+    user.permissionOverrides as import("@capakraken/shared").PermissionOverrides | null,
+    ctx.roleDefaults ?? undefined,
+  );
+
+  if (
+    !permissions.has(PermissionKey.VIEW_COSTS)
+    && !permissions.has(PermissionKey.MANAGE_PROJECTS)
+    && !permissions.has(PermissionKey.MANAGE_ALLOCATIONS)
+  ) {
+    throw new TRPCError({
+      code: "FORBIDDEN",
+      message: "Planning read access required",
+    });
+  }
+
+  return next({ ctx: { ...ctx, user, permissions } });
+});
+
 /**
  * Manager procedure — requires MANAGER or ADMIN role.
  */