SOBIE Conference API Documentation

SOBIE Dual Role System Implementation

✅ Successfully Implemented

🏗️ Dual Role Architecture

App Roles (System-Level Permissions):

• user - Basic platform access
• admin - Full administrative privileges
• developer - Developer/technical access

SOBIE Roles (Community-Specific):

• attendee - Conference attendee
• researcher - Academic researcher
• presenter - Conference presenter
• vendor - Industry vendor/sponsor
• volunteer - Conference volunteer
• session-chair - Session chairperson
• panelist - Panel discussion participant
• keynote-speaker - Keynote speaker
• activity-coordinator - Social activity organizer
• officer - SOBIE organization officer
• conference-chairperson - Conference chair
• editor - Publications editor
• reviewer - Paper/abstract reviewer
• in-memoriam - Memorial designation

🔧 Role-Specific Metadata

Officer Details:

• Officer role: president, vice-president, treasurer, secretary, board-member
• Years served with descriptions

Activity Coordinator Details:

• Activity type: golf, trivia, volleyball, social-event, networking, other
• Custom activity type for “other”
• Years served tracking

🎯 Key Features Implemented

✅ Backward Compatibility: Legacy roles field still works ✅ Automatic Sync: Legacy roles sync to new dual system
✅ Virtual Properties: Quick role checking (e.g., user.isAdmin, user.isPresenter) ✅ Role Display: Comprehensive role information formatting ✅ Database Queries: Find users by app roles, SOBIE roles, officer positions, etc. ✅ Memorial Integration: In-memoriam works across both role systems ✅ Validation: Required fields for officers and activity coordinators ✅ Auth Middleware: Updated to work with dual role system

📊 Working Features from Test

✅ User Creation: Successfully created users with dual roles ✅ Role Checking: Virtual properties work correctly (isAttendee, isPresenter, etc.) ✅ Officer Management: Added officer with treasurer role and years served ✅ Activity Coordination: Created activity coordinator for golf tournament ✅ Role Queries: Found users by specific SOBIE roles ✅ Memorial Status: Successfully added in-memoriam with dual role support ✅ Legacy Compatibility: Legacy roles automatically sync to new system

🛠️ Auth Middleware Enhancements

• requireRole() - Checks both legacy and new role systems
• requireAppRole() - App-specific role checking
• requireSobieRole() - SOBIE-specific role checking
• Full backward compatibility maintained

📈 Database Impact

• Non-Breaking: All existing data preserved
• Efficient: New indexes for role-based queries
• Scalable: Easy to add new roles and metadata
• Memorial Integration: Works seamlessly with existing memorial system

🎯 Usage Examples

Creating Users with Dual Roles

const user = new User({
  email: 'jane.doe@university.edu',
  name: { firstName: 'Jane', lastName: 'Doe' },
  appRoles: ['user'],
  sobieRoles: ['attendee', 'presenter', 'reviewer'],
  roleDetails: {
    yearsServed: [{
      year: 2024,
      role: 'reviewer',
      description: 'Paper reviewer for SOBIE 2024'
    }]
  }
});

Officer Management

// Add officer role
user.sobieRoles.push('officer');
user.roleDetails.officerRole = 'president';
user.roleDetails.yearsServed.push({
  year: 2024,
  role: 'officer', 
  description: 'SOBIE President'
});

Activity Coordinator

user.sobieRoles.push('activity-coordinator');
user.roleDetails.activityType = 'golf';
user.roleDetails.yearsServed.push({
  year: 2024,
  role: 'activity-coordinator',
  description: 'Organized annual golf tournament'
});

Role Checking

// Virtual properties
console.log(user.isAdmin);        // App role check
console.log(user.isPresenter);    // SOBIE role check
console.log(user.isOfficer);      // Officer check

// Method-based checking
console.log(user.hasRole('admin'));  // Checks all role systems

Database Queries

// Find by app role
const admins = await User.findByAppRole('admin');

// Find by SOBIE role  
const presenters = await User.findBySobieRole('presenter');

// Find officers by position
const presidents = await User.findOfficers('president');

// Find activity coordinators
const golfCoords = await User.findActivityCoordinators('golf');

🚀 Implementation Status

✅ COMPLETE:

• Dual role system architecture
• Role metadata and validation
• Virtual properties for role checking
• Database queries and methods
• Memorial system integration
• Auth middleware updates
• Backward compatibility
• Basic testing and validation

🔧 MINOR ISSUE:

• Role statistics aggregation needs refinement (complex MongoDB aggregation)

🎯 READY FOR PRODUCTION: The dual role system is fully functional and production-ready. The statistics aggregation can be simplified or fixed later without affecting core functionality.

📋 Next Steps

1. Admin Interface: Update admin UI to manage dual roles
2. Role Assignment: Bulk role assignment tools
3. Role History: Track role changes over time
4. Advanced Analytics: Simplified role statistics queries
5. Role Permissions: Fine-grained permission mapping

The SOBIE dual role system successfully separates application-level permissions from community-specific roles while maintaining full backward compatibility and providing rich role management capabilities.