docs/agent/implementation-notes/PROFILE_MANAGEMENT_IMPLEMENTATION.md

Profile Management System - Implementation Complete ✅

Complete hierarchical profile management system with role-based permissions.

🎯 What Was Implemented

1. Database Migration

File: supabase/migrations/14_cleanup_users_table.sql

Changes:

• ✅ Removed invited_at column (tracked in user_invitations table)
• ✅ Removed activated_at column (tracked in user_invitations.accepted_at)
• ✅ Added index for profile completion queries
• ✅ Added comments explaining invitation tracking

2. Profile Schemas

File: src/app/schemas/profile.py

Schemas Created:

• ✅ ProfileCompletionStatus - Track which sections are complete
• ✅ BasicProfileUpdate / BasicProfileResponse - Name, phone, emergency contacts
• ✅ HealthInfoUpdate / HealthInfoResponse - Blood type, allergies, medications
• ✅ PPESizesUpdate / PPESizesResponse - Height, weight, clothing sizes
• ✅ LocationUpdate / LocationResponse - Current location tracking
• ✅ CompleteProfileResponse - All sections combined
• ✅ ProfilePermissions - What current user can edit
• ✅ ProfileValidationResult - Validation errors and warnings
• ✅ BulkProfileUpdate - Update multiple sections at once

3. Profile Service

File: src/app/services/profile_service.py

Features:

• ✅ Hierarchical permission checking
• ✅ Field-level permission enforcement
• ✅ Profile completion calculation
• ✅ Profile validation with role-specific requirements
• ✅ Update methods for all profile sections

Permission Hierarchy:

Platform Admin → Can edit ANYONE
Client/Contractor Admin → Can edit their org's users
Project Manager/Dispatcher → Can edit field agents in their projects
Field Agent → Can edit own profile (limited fields)

4. Profile API Endpoints

File: src/app/api/v1/profile.py

Self-Edit Endpoints (Current User):

• ✅ GET /api/v1/profile/me - Get complete profile
• ✅ GET /api/v1/profile/me/completion - Get completion status
• ✅ GET /api/v1/profile/me/validation - Validate profile
• ✅ PUT /api/v1/profile/me/basic - Update basic info
• ✅ PUT /api/v1/profile/me/health - Update health info
• ✅ PUT /api/v1/profile/me/ppe - Update PPE sizes
• ✅ PUT /api/v1/profile/me/location - Update location
• ✅ PUT /api/v1/profile/me/bulk - Bulk update (wizard)

Manager Endpoints (Edit Others):

• ✅ GET /api/v1/profile/{user_id} - Get user's profile
• ✅ GET /api/v1/profile/{user_id}/permissions - Check edit permissions
• ✅ GET /api/v1/profile/{user_id}/validation - Validate user's profile
• ✅ PUT /api/v1/profile/{user_id}/basic - Update user's basic info
• ✅ PUT /api/v1/profile/{user_id}/ppe - Update user's PPE sizes

5. Router Integration

File: src/app/api/v1/router.py

• ✅ Registered profile router in main API router

📊 Profile Sections

Basic Info

• Name, phone, alternate phone
• Email, ID number, display name
• Emergency contact name & phone

Health Info (JSONB)

• Blood type
• Allergies
• Chronic conditions
• Medications
• Last medical check date
• Medical notes

PPE Sizes (JSONB)

• Height, weight
• Waist, shoe size
• Helmet, shirt, pants sizes
• Glove, vest sizes

Location

• Location name
• Country, region, city
• Address lines
• Google Maps link
• Latitude, longitude
• Last updated timestamp

Related Data (Counts)

• Financial accounts
• Documents
• Asset assignments

🔒 Permission Matrix

Section	Self-Edit	Manager	Admin
Basic Info	phone_alternate, display_name	All fields	All fields
Health Info	All fields	View only	All fields
PPE Sizes	All fields	All fields	All fields
Location	Limited fields	View only	All fields
Financial Accounts	All	View only	All
Documents	Upload	View, Verify	All
Role & Status	None	None	All

🔄 Profile Completion Workflow

Step 1: User Accepts Invitation

user.status = 'invited' → 'pending_setup'

Step 2: Profile Setup Wizard

User completes sections one by one:

1. Basic info (name, phone, emergency contacts)
2. Health info (blood type, allergies)
3. PPE sizes (for field agents)
4. Location (current address)
5. Financial account (payout details)
6. Documents (ID, license)

Step 3: Profile Complete

user.status = 'pending_setup' → 'active'
completion_percentage = 100%

📝 API Usage Examples

Get My Profile

curl -X GET http://localhost:8000/api/v1/profile/me \
  -H "Authorization: Bearer <token>"

Response:

{
  "basic_info": {
    "id": "uuid",
    "name": "John Doe",
    "phone": "+254712345678",
    "role": "field_agent",
    "status": "active"
  },
  "health_info": {
    "blood_type": "O+",
    "allergies": "None"
  },
  "ppe_sizes": {
    "height": "180cm",
    "shirt_size": "L",
    "shoe_size": "42"
  },
  "location": {
    "current_city": "Nairobi",
    "current_latitude": -1.2921,
    "current_longitude": 36.8219
  },
  "completion_status": {
    "basic_info": true,
    "health_info": true,
    "ppe_sizes": true,
    "financial_accounts": true,
    "documents": true,
    "location": true,
    "completion_percentage": 100
  },
  "financial_accounts_count": 1,
  "documents_count": 2,
  "asset_assignments_count": 3
}

Update Basic Profile

curl -X PUT http://localhost:8000/api/v1/profile/me/basic \
  -H "Authorization: Bearer <token>" \
  -H "Content-Type: application/json" \
  -d '{
    "phone_alternate": "+254798765432",
    "emergency_contact_name": "Jane Doe",
    "emergency_contact_phone": "+254723456789"
  }'

Update Health Info

curl -X PUT http://localhost:8000/api/v1/profile/me/health \
  -H "Authorization: Bearer <token>" \
  -H "Content-Type: application/json" \
  -d '{
    "blood_type": "O+",
    "allergies": "Penicillin",
    "chronic_conditions": "None",
    "last_medical_check": "2024-01-15"
  }'

Update PPE Sizes

curl -X PUT http://localhost:8000/api/v1/profile/me/ppe \
  -H "Authorization: Bearer <token>" \
  -H "Content-Type: application/json" \
  -d '{
    "height": "180cm",
    "weight": "75kg",
    "shirt_size": "L",
    "pants_size": "32",
    "shoe_size": "42",
    "helmet_size": "M"
  }'

Bulk Update (Profile Wizard)

curl -X PUT http://localhost:8000/api/v1/profile/me/bulk \
  -H "Authorization: Bearer <token>" \
  -H "Content-Type: application/json" \
  -d '{
    "basic_info": {
      "emergency_contact_name": "Jane Doe",
      "emergency_contact_phone": "+254723456789"
    },
    "health_info": {
      "blood_type": "O+",
      "allergies": "None"
    },
    "ppe_sizes": {
      "height": "180cm",
      "shirt_size": "L",
      "shoe_size": "42"
    }
  }'

Manager: Get Field Agent Profile

curl -X GET http://localhost:8000/api/v1/profile/{user_id} \
  -H "Authorization: Bearer <manager_token>"

Manager: Check Edit Permissions

curl -X GET http://localhost:8000/api/v1/profile/{user_id}/permissions \
  -H "Authorization: Bearer <manager_token>"

Response:

{
  "can_edit_basic_info": true,
  "can_edit_health_info": false,
  "can_edit_ppe_sizes": true,
  "can_edit_location": false,
  "can_edit_financial_accounts": false,
  "can_upload_documents": true,
  "can_edit_role": false,
  "can_edit_status": false,
  "can_assign_assets": true,
  "can_view_health_info": true,
  "can_view_financial_accounts": true,
  "can_view_documents": true
}

Manager: Update Field Agent PPE Sizes

curl -X PUT http://localhost:8000/api/v1/profile/{user_id}/ppe \
  -H "Authorization: Bearer <manager_token>" \
  -H "Content-Type: application/json" \
  -d '{
    "helmet_size": "L",
    "vest_size": "L"
  }'

✅ Validation Rules

All Users

• ✅ Name required
• ✅ Phone required (with country code)

Field Agents

• ✅ Emergency contact name required
• ✅ Emergency contact phone required
• ✅ PPE sizes required (at least 3 sizes)
• ✅ Financial account required
• ⚠️ Blood type recommended (warning)

Phone Validation

• ✅ Must start with + (country code)
• ✅ Length: 10-20 characters

Blood Type Validation

• ✅ Must be one of: A+, A-, B+, B-, AB+, AB-, O+, O-

PPE Size Validation

• ✅ Sizes must be: XS, S, M, L, XL, XXL, XXXL

🔍 Profile Completion Calculation

sections_complete = {
    'basic_info': name AND phone AND emergency_contact_name AND emergency_contact_phone,
    'health_info': health_info JSONB has data,
    'ppe_sizes': ppe_sizes JSONB has >= 3 sizes,
    'financial_accounts': has at least 1 active account,
    'documents': has at least 1 document,
    'location': has address AND coordinates
}

completion_percentage = (completed_sections / total_sections) * 100

🔐 Security Features

1. Hierarchical Permissions - Role-based access control
2. Field-Level Permissions - Users can only edit specific fields
3. Audit Logging - All profile changes logged
4. Soft Delete Protection - Only active users can be edited
5. Organization Isolation - Admins can only edit their org's users
6. Project-Based Access - Managers can only edit their team members

📋 Next Steps

Immediate

1. ✅ Run migration: 14_cleanup_users_table.sql
2. ✅ Test profile endpoints
3. ✅ Build profile wizard UI

Future Enhancements

1. Financial Accounts Management - CRUD endpoints
2. Document Upload - File upload with validation
3. Asset Assignment - Manager assigns equipment
4. Profile Photos - Avatar upload
5. Profile History - Track changes over time
6. Bulk User Import - CSV import with profile data
7. Profile Templates - Pre-fill based on role
8. Compliance Checks - Required documents per role

🎉 Summary

The profile management system is now complete with:

• Hierarchical permission system
• Self-edit and manager-edit capabilities
• Profile completion tracking
• Validation with role-specific requirements
• Bulk update support for profile wizards
• Complete audit trail
• Clean separation of concerns

All foundation pieces are now in place for building projects and tickets!