Fix/consolidated workspaces 629 #632
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… and clean up redundant documentation
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✅ Key Features Implemented:
Hierarchical Workspace Model: Updated
models/Workspace.js
to support parent/child relationships, organizational types (company, department, team), and inheritance settings.
Granular Permissions: Created
models/PermissionSet.js
to allow fine-grained access control across entities.
Inheritance-Based RBAC: Overhauled
middleware/rbac.js
and
services/workspaceService.js
so that permissions cascade down the organizational tree. An admin at the "Company" level now automatically has access to all sub-departments.
Consolidated Financial Reporting: Created
services/consolidationService.js
to roll up financial data (income, expenses, net flow) from multiple sub-entities into a single master report.
Hierarchical Rule Engine: Refactored
services/ruleEngine.js
and
models/Rule.js
to support Global Rules and Workspace Overrides. A child entity can now override corporate-level automation rules.
Consolidated Currency Exposure: Enhanced
services/revaluationService.js
to report on total currency risk aggregated across all collaborative entities.
New API Endpoints:
POST /sub-workspace: Instantiate child entities within a hierarchy.
GET /consolidated-report: View unified financial analytics for an entire group.
closes #629