Permissions Matrix
==================

Full permission matrix showing which roles can perform which actions.

.. list-table::
   :header-rows: 1
   :widths: 28 9 9 9 9 9 9 9
   :class: longtable

   * - Action
     - OEM
     - Cust
     - CentOps
     - Field
     - Procure
     - Finance
     - OEMRpt
   * - **Leads**
     -
     -
     -
     -
     -
     -
     -
   * - Create lead
     - Yes
     - \-
     - Yes
     - \-
     - \-
     - \-
     - \-
   * - View leads
     - Own
     - Own
     - All
     - Assigned
     - \-
     - \-
     - \-
   * - Update lead status
     - \-
     - \-
     - Yes
     - \-
     - \-
     - \-
     - \-
   * - Upload documents
     - \-
     - Own
     - Yes
     - \-
     - \-
     - \-
     - \-
   * - Bulk import leads
     - \-
     - \-
     - Yes
     - \-
     - \-
     - \-
     - \-
   * - **Surveys**
     -
     -
     -
     -
     -
     -
     -
   * - Create survey
     - \-
     - \-
     - Yes
     - \-
     - \-
     - \-
     - \-
   * - View surveys
     - \-
     - Own
     - All
     - Assigned
     - \-
     - \-
     - \-
   * - Assign survey team
     - \-
     - \-
     - Yes
     - \-
     - \-
     - \-
     - \-
   * - Submit survey report
     - \-
     - \-
     - \-
     - Assigned
     - \-
     - \-
     - \-
   * - Review survey report
     - \-
     - \-
     - Yes
     - \-
     - \-
     - \-
     - \-
   * - Upload survey media
     - \-
     - \-
     - \-
     - Assigned
     - \-
     - \-
     - \-
   * - **Installations**
     -
     -
     -
     -
     -
     -
     -
   * - Create installation
     - \-
     - \-
     - Yes
     - \-
     - \-
     - \-
     - \-
   * - View installations
     - \-
     - \-
     - All
     - Assigned
     - \-
     - \-
     - \-
   * - Assign installation team
     - \-
     - \-
     - Yes
     - \-
     - \-
     - \-
     - \-
   * - Submit install report
     - \-
     - \-
     - \-
     - Assigned
     - \-
     - \-
     - \-
   * - Close installation
     - \-
     - \-
     - Yes
     - \-
     - \-
     - \-
     - \-
   * - **Procurement**
     -
     -
     -
     -
     -
     -
     -
   * - Manage materials
     - \-
     - \-
     - View
     - \-
     - Full
     - \-
     - \-
   * - Allocate materials
     - \-
     - \-
     - \-
     - \-
     - Yes
     - \-
     - \-
   * - Create procurement req
     - \-
     - \-
     - Yes
     - \-
     - Yes
     - \-
     - \-
   * - Manage vendors
     - \-
     - \-
     - \-
     - \-
     - Yes
     - \-
     - \-
   * - **Finance**
     -
     -
     -
     -
     -
     -
     -
   * - Process vendor payment
     - \-
     - \-
     - \-
     - \-
     - \-
     - Yes
     - \-
   * - Mark job payable
     - \-
     - \-
     - Yes
     - \-
     - \-
     - \-
     - \-
   * - Release job payout
     - \-
     - \-
     - \-
     - \-
     - \-
     - Yes
     - \-
   * - View financial summary
     - \-
     - \-
     - \-
     - \-
     - \-
     - Yes
     - \-
   * - **Reporting**
     -
     -
     -
     -
     -
     -
     -
   * - Compile closure pack
     - \-
     - \-
     - \-
     - \-
     - \-
     - \-
     - Yes
   * - Submit OEM reports
     - \-
     - \-
     - \-
     - \-
     - \-
     - \-
     - Yes
   * - View reports
     - Own
     - \-
     - Yes
     - \-
     - \-
     - \-
     - Yes
   * - **Emergency**
     -
     -
     -
     -
     -
     -
     -
   * - Report emergency
     - \-
     - \-
     - Yes
     - Yes
     - \-
     - \-
     - \-
   * - Handle emergency
     - \-
     - \-
     - Yes
     - \-
     - \-
     - \-
     - \-
   * - **Administration**
     -
     -
     -
     -
     -
     -
     -
   * - Manage users
     - \-
     - \-
     - Yes
     - \-
     - \-
     - \-
     - \-
   * - Manage teams
     - \-
     - \-
     - Yes
     - \-
     - \-
     - \-
     - \-
   * - Manage zones
     - \-
     - \-
     - Yes
     - \-
     - \-
     - \-
     - \-

Permission Visualization
------------------------

.. mermaid::

   graph LR
       subgraph "Central Ops (Full Operational Control)"
           CO_LEAD[Leads: CRUD + Assign]
           CO_SURVEY[Surveys: Create + Assign + Review]
           CO_INSTALL[Installations: Create + Assign + Close]
           CO_EMERGENCY[Emergency: Handle + Resolve]
           CO_ADMIN[Users + Teams + Zones]
           CO_PAY[Mark Jobs Payable]
       end

       subgraph "Field Team (Execution)"
           FT_VIEW[View Assigned Jobs]
           FT_REPORT[Submit Reports + Media]
           FT_CALL[Log Calls]
           FT_EMERGENCY[Report Emergencies]
       end

       subgraph "OEM (External Partner)"
           OEM_LEAD[Submit + View Own Leads]
           OEM_REPORT[Receive Reports]
       end

       subgraph "Procurement (Materials)"
           PR_CATALOG[Material Catalog CRUD]
           PR_STOCK[Stock Management]
           PR_ALLOC[Material Allocation]
           PR_VENDOR[Vendor Management]
       end

       subgraph "Finance (Payments)"
           FI_VENDOR[Vendor Payments]
           FI_PAYOUT[Team Payouts]
           FI_SCHEDULE[Payment Schedules]
       end

       subgraph "OEM Reporting (Closure)"
           REP_PACK[Compile Closure Packs]
           REP_WEEKLY[Generate Weekly Reports]
           REP_MONTHLY[Generate Monthly Reports]
       end