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Mike Swanson ed409b7f1d Session log: GuruRMM Client Portal and three-level identity hierarchy
Documented completion of Client Portal feature work for GuruRMM. Extended
multi-tenancy architecture from two levels (Dev → Partner) to three levels
(Dev → Partner → Client).

Session work included:
- Added comprehensive Client Portal section to GuruRMM roadmap (~200 lines)
- Updated Multi-Tenancy section for three-level hierarchy
- Integrated Client Portal with PSA/CRM module
- Removed "customer portal" from PSA out-of-scope list
- Documented database schema (clients table, client_users table, client_id columns)
- Defined authentication/authorization for client users
- Specified UI/dashboard requirements for client portal
- Documented impersonation chain: Dev → Partner → Client

Commits referenced:
- guru-rmm be7b2ce: Client Portal feature
- ClaudeTools 201dfb1: Submodule update

This session was a continuation of earlier roadmap work that included PSA/CRM
module, standalone PSA capability, multi-tenancy identity model (ADR-001),
MSPBackups integration, and Integration Catalog.

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
2026-05-18 20:01:40 -07:00
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