A guardian with a fresh second factor mints a one-time handover link
(hlp_ token, HMAC hash stored only, 1/7/14 days, at most one open per
profile, withdrawable) with a proposed access level per guardian: end,
view only or manage, view only by default. The link is shown once with a
copy button and a QR code; nothing is mailed. The panel sits at the end
of each managed-profile row and hints when the person is under 16.
The person opens /claim/<token>, sees a minimal preview (name, expiry,
who keeps which access, no health data) and chooses a username, a
required email and a password under the registration policy. The claim
is one transaction under the managed-profile lock: the token is
consumed, the credentials are set, the marker is cleared, every pending
invitation the record offered is withdrawn, each guardian's access is
set to its proposal, the disclaimer, onboarding and AI consent are
reset, and every step is audited on the record and on each guardian's
own account. A failure anywhere leaves the profile managed and the link
unused. Each guardian is notified on their own channels.
The new owner then sees each guardian's access on the first screen after
signing in and decides finally; until then the proposal holds, and the
decision waits at the top of Shared access. A guardian whose access
moved since the claim is left alone. The same screen points the owner
at their own notification channels, since reminders no longer reach the
guardians.
Both anonymous routes refuse a single-sign-on-only instance, refuse a
live session before spending the per-address rate limit, check the link
before probing names, and answer one 404 for every unusable token. The
token travels in request bodies only; hlp_ joins the redaction and
secret-shape rules and /claim/ the path-secret registry. Usernames
starting with managed- are reserved. The session-surface and acting-
account guards list the new surfaces with their reasons.
A managed profile could be created and deleted and never changed. A name
typed as a placeholder was permanent, a household that moved kept the
timezone the record was created in, and there was no way to correct a date
of birth somebody finally had (#939).
PATCH /api/managed-profiles/{id} takes the fields creation takes, every
one optional and at least one required — an empty body is a refusal rather
than a save that audits a change nobody made. It carries the gate the rest
of the family carries: a cookie session with a fresh second factor, an
active Guardian grant on the record, and the same byte-identical 404 for
"no such record" and "not yours". A GET beside it answers the record as it
stands, because the account payload names a managed record and nothing
else, and a form filled from that would have had blank fields to send.
The new field is gender. Leaving it out of v1.37.0 meant every managed
record started with the column NULL, which is what the cycle module
derives its default from: a guardian creating a record for a child could
neither record the answer nor turn the module off from there. It reuses
the column and the three values every other surface writes, so there is
one word for one column rather than two.
Refs #939
- add a managed-profile card to Settings -> Shared access, between the
invitation card and the standing-state cards
- collect exactly the four fields the create route accepts, with the date
of birth genuinely optional and never derived from a year
- refresh the account payload on success, so the new record reaches the
switcher and the banner without a reload
- assert the section is reachable for an owner and refused for a Guardian
inside a profile and for an adult manager
Every cached read in this app is about one health record, and nothing in the
key factory said which one — there was only ever the signed-in account's. Once
a browser can act on somebody else's, `["dashboard","snapshot"]` names two
different answers and the cache cannot tell them apart. That is this repo's
known cache-poison class, on health data, across two people.
One line at the root rather than a dimension threaded through twenty-three key
modules: a `queryKeyHashFn` that folds the record id into the cache identity of
every entry. Key arrays are untouched, which is the part that matters — prefix
invalidation and the import-time dependent-key bundles both match on the array
and keep working. Prefixing the arrays would have broken every bundle silently.
The hash is defence in depth. Switching is a full page reload, so the
in-memory cache is empty on the other side of it; the layers that survive a
reload are the IndexedDB snapshot and the service worker's data cache, and
those are handled by refusing to write either while a switch is on, and by
skipping the restore. Nothing of the owner's record ever reaches the disk of a
delegate's device, so a stale scope marker can cost an empty restore and never
another person's data.
The persister's per-account binding read the account payload's id, which under
a switch is the delegate in both states — it could not tell the two apart. It
now asks the record scope, which can.