Skip to content
Open
Changes from 1 commit
Commits
Show all changes
31 commits
Select commit Hold shift + click to select a range
4bac1ff
Feat: implement account creation functionality with UI and API integr…
joshuaunity May 5, 2026
b278a99
Feat: improve account creation validation for unique names and non-em…
joshuaunity May 15, 2026
0f3ca03
ref: improved account form UX with color picker additions
joshuaunity May 15, 2026
e99fa0e
chore: add changelog entry
joshuaunity May 15, 2026
25504e2
Merge branch 'main' into feat/creata-accounts-UI
joshuaunity May 15, 2026
bb4b466
docs: improve changelog entry to mention both API and UI for account …
Copilot May 15, 2026
198a092
chore: update accoutn role name
joshuaunity May 18, 2026
44e3a96
ref: move advanced color picker to account edit form and add consulta…
joshuaunity May 18, 2026
9bd8064
feat: enhance account UI with 'Add client account' button for consult…
joshuaunity May 18, 2026
2707f49
feat: add account patch schema and enhance account roles management i…
joshuaunity May 18, 2026
21cf7ae
feat: enhance security documentation on account roles and their manag…
joshuaunity May 18, 2026
64f0be0
chore: modify changelog
joshuaunity May 18, 2026
845514d
ref: strip down permission guard
joshuaunity May 18, 2026
8c0f5bb
Merge branch 'feat/creata-accounts-UI' of github.com:FlexMeasures/fle…
joshuaunity May 18, 2026
7cf7783
feat: clarify consultancy account functionality and user roles in sec…
joshuaunity May 18, 2026
e30ab32
Update flexmeasures/auth/policy.py
joshuaunity May 19, 2026
a5e0f85
Update flexmeasures/auth/policy.py
joshuaunity May 19, 2026
879c811
fix: fixed failing test using wrong user
joshuaunity May 20, 2026
a3e83a0
chore: udpate docs
joshuaunity May 21, 2026
39559c8
fix: removed double scroolbar in users and accounts tables
joshuaunity May 21, 2026
c30938b
feat: add button to create client accounts in account details
joshuaunity May 21, 2026
69845ab
fix: remove redundant error handling for account creation
joshuaunity May 22, 2026
3d518f4
Merge branch 'main' into feat/creata-accounts-UI
joshuaunity Jun 3, 2026
db9bac2
fix: reorder inheritance in AccountIdField for clarity
joshuaunity Jun 4, 2026
58879b9
feat: implement user permission check for account creation
joshuaunity Jun 8, 2026
62ec251
feat: enhance consultancy account validation in AccountPatchSchema
joshuaunity Jun 8, 2026
8b9fa2e
feat: enhance validation for consultancy_account_id in AccountCreateS…
joshuaunity Jun 8, 2026
e562711
feat: implement default consultancy_account_id handling in AccountCre…
joshuaunity Jun 8, 2026
7401dff
Update flexmeasures/data/schemas/account.py
joshuaunity Jun 9, 2026
6197c20
refactor: remove duplciated code, changed status codes adn updated tests
joshuaunity Jun 9, 2026
7f0eb99
refactor: add transformation and validation for account_roles in Acco…
joshuaunity Jun 9, 2026
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
Prev Previous commit
Next Next commit
feat: clarify consultancy account functionality and user roles in sec…
…urity documentation

Signed-off-by: joshuaunity <oghenerobojosh01@gmail.com>
  • Loading branch information
joshuaunity committed May 18, 2026
commit 7cf7783c37ff83d26ee09df503e9910e9617a41b
10 changes: 5 additions & 5 deletions documentation/concepts/security_auth.rst
Original file line number Diff line number Diff line change
Expand Up @@ -100,9 +100,9 @@ These roles are natively supported and give users more rights:
Consultancy
^^^^^^^^^^^

A special case of authorization is consultancy - a consultancy account can read data from other accounts (usually their clients ― this is handy for servicing them).
For this, accounts have an attribute called ``consultancy_account_id``. Users in the consultancy account with the role `consultant` can read data in their client accounts.
We plan to introduce some editing/creation capabilities in the future.
A special case of authorization is consultancy: a consultancy account can read data from other accounts (usually their clients, which is handy for servicing them).
For this, accounts have an attribute called ``consultancy_account_id``. Users in the consultancy account with the user role ``consultant`` can read data in their client accounts.
Comment thread
joshuaunity marked this conversation as resolved.

Setting an account as the consultancy account is something only admins can do.
It is possible via the ``/accounts`` PATCH endpoint, but also in the UI. You can also specify a consultancy account when creating a client account, which for now happens only in the CLI: ``flexmeasures add account --name "Account2" --consultancy 1`` makes account 1 the consultancy account for account 2.
In addition, consultants can create client accounts through the API and UI, when their own account has the ``Consultancy`` account role. In that flow, the new account is automatically linked to the consultant's account as consultancy account.

Setting or changing ``consultancy_account_id`` arbitrarily remains an admin capability. Admins can do this via the ``/accounts`` PATCH endpoint and in the UI.
Loading