Membership Club — Training Manual

The complete manual in one document: every persona, then every workflow by area. Filtered to one area. Generated 2026-08-31T04:11:35Z · content revision 2026-08-30T21:54:00Z.

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Contents

Part 1 — By persona

Part 2 — By area

Appendices

Customer (Guest)

Anyone on the public site who has not logged in yet.

You are the public. You have no account, no groups and no session — and a surprising amount of the platform is deliberately open to you: the event catalogue, an event's tier and price breakdown, the resale exchange window, the host application form, a comp-invite claim link and a contract signing link.

That is a design decision, not an oversight. Every gate in this platform is enforced at the moment of the action, never by hiding the page. A customer must be able to see what is on sale, and a prospective promoter must be able to apply, before either of them has an account.

The moment you need to own something — a ticket, house credit, a listing — you become a Member. Registering is the boundary.

Core workflows (4)

Takes part in (2)

What this persona cannot do

Without a session you cannot:

  • hold a reservation, check out or pay — the cart and checkout pages require the member group;
  • see anyone's tickets, orders, credit balance or wallet passes;
  • open any /admin/* surface or the door scanner.

Anonymous requests that need a session get an HTML redirect to /login?next=…, or a 401 envelope for JSON.

Member

A registered customer: buys, holds tickets, house credit and resale listings.

You are the platform's centre of gravity. Registering grants the member group automatically, and with it every customer-owned surface: the cart and checkout, your orders and tickets, your wallet passes, your house credit balance and statement, and the resale exchange as both a seller and a buyer.

Your hub is /my. Everything you own hangs off it — /my/tickets, /my/orders, /my/credit, /account/passes. Note the shape of those URLs: the member portal lives under /my/* and /account/*, and every one of those routes scopes its query to your user id. A member cannot read another member's order even by guessing the id — the lookup 404s rather than 403s, so ids cannot be probed.

Core workflows (13)

Takes part in (18)

  • Browse events as a guest — owned by Customer (Guest), your step 9. Shows the same pages with a session, so the difference is visible rather than described.
  • Create your member account — owned by Customer (Guest), your steps 3–6. The account you just made — everything after the redirect is theirs, including the verification the first purchase waits on.
  • Create and launch an event — owned by Host / Promoter, your step 15. The reason the whole thing exists — they are who finally sees it on sale.
  • Buy a ticket — owned by Customer (Guest), your steps 6–13. Everything from the cart onwards needs a session — the buying half is theirs.
  • Understand your event's tiers, prices and releases — owned by Host / Promoter, your step 11. The buyer the whole release schedule is designed for.
  • Refund a ticket or an order — owned by Admin, your steps 1–8. It is their money and their ticket — and where it lands depends on the policy, not on what they ask for.
  • Read the scanner screen — owned by Door Staff, your steps 9–10. Presents the credential — and can show you what the rotating QR looks like from their side.
  • Diagnose a red scan — owned by Door Staff, your step 9. Is the guest at the window, and usually holds the fix on their own phone.
  • Use your membership card at the bar (VIP) — owned by VIP Member, your steps 1–2. Holds the same card without Zone B — the contrast is the lesson.
  • Open or close the resale exchange — owned by Admin, your step 5. They are the seller and the buyer: the bounds you set are the prices they are allowed to type.
  • Process a payout run — owned by Admin, your steps 1–3. It is their money leaving the platform: they request it and they are the one the identity gate applies to.
  • Post a house credit adjustment — owned by Admin, your step 5. It is their balance that moves, and the correction lands on their statement in full view.
  • Claim your comp invite and name your plus-ones — owned by Customer (Guest), your steps 5–7. The same invite addressed to an account is claimed from the member portal instead of a token link.
  • Build a trigger rule — owned by Venue Manager, your step 9. Is the person whose purchase crosses the threshold that fires the rule.
  • Build a role from capabilities, and tune a membership tier — owned by Admin, your steps 18–19. Is the person a tier is for — and the only one who can confirm the benefit actually landed.
  • Grant and revoke roles — owned by Admin, your step 4. It is their account: the grant is what changes what they can buy and where they can walk.
  • Deactivate a user — owned by Admin, your step 3. It is their account: they are the one who suddenly cannot log in, and they are told nothing.
  • Run the feedback backlog as a build list — owned by Venue Manager, your step 1. Supplies the backlog, and is the only person besides an admin who may edit their own words.

What this persona cannot do

You cannot:

  • reach any /admin/* page, the door scanner, or the debug console;
  • refund your own order at will — self-cancellation is only offered when the event's refund policy sets a cancellation deadline;
  • see or edit another member's data, in any module;
  • issue yourself a comp, a door override or a role.

VIP Member

A member with a house tab and Zone B access. Implies everything a member can do.

You are a member with two extra things: a VIP tab (a credit limit you can spend against and settle later) and a wider door credential — your membership card opens Zone B, not just the general zone.

The group logic matters here. vip_member implies member: the platform's group check expands vip_member to include member, so you are never granted both and never lose member surfaces. Everything on the Member page is yours too — this page only covers the difference.

The tab is deliberately not a wallet. It is an obligation recorded on the double-entry ledger: spending against it raises what you owe, and a scheduled monthly settlement sweeps your prepaid balance first and then charges your card for the remainder. Nothing about it is a discount.

Core workflows (2)

Takes part in (7)

What this persona cannot do

VIP status does not grant staff powers. You cannot:

  • set or raise your own tab limit — only an admin can, and revoking VIP freezes the tab while the balance stays owed;
  • skip the door — a VIP card is scanned like every other credential;
  • reach any admin, scanner or ledger surface.

Host / Promoter

An outside promoter running an event at the venue. Scoped to that one event.

You are an outside party who wants to put on a night at the venue. You are not staff, and the platform is emphatic about that: your grant is a scoped one. A host grant carries an event_id, and the permission check only passes for that event. Two promoters with host grants cannot see each other's events at all.

Your journey starts before you have an account: the application form is public. Approval is what creates your user and your scoped grant — in that order, and never by hand.

Inside your event you are effectively read-only. You can see your event and its sales, you sign the contract, you invite guests against the comp buckets allocated to you. You do not price it, transition it, refund it or touch its money. That separation is the whole point of the contract: it is the record of what the venue agreed to do on your behalf.

Core workflows (11)

Takes part in (11)

What this persona cannot do

Even on your own event you cannot:

  • create the event yourself — it is converted from your approved application by staff;
  • change tiers, prices, capacity or the event's status;
  • issue refunds, read the ledger, or take a payout outside the contracted royalty;
  • see any other promoter's event, or any venue-wide report.

Door Staff

Works the door: scans credentials, searches the guest list, checks people in.

You are the last mile. Your job is two screens — the scanner and the guest list — and a single question per person: green or red.

The design intent is that you never have to decide. The scan endpoint returns a verdict and a reason, and the screen is deliberately loud and colour-coded so it reads at arm's length in the dark. A red scan is not an accusation; it is a reason code (already used, wrong event, outside the door window, listed for resale, revoked) and each one has a different answer.

You are one of the three employee groups. That is a pseudo-group — a gate meaning "door staff or venue manager or admin" — and it is what opens the scanner. It is not a grantable group: nobody is ever given "employee", they are given door_staff, venue_manager or admin.

Core workflows (5)

Takes part in (14)

  • Find your way around as staff — owned by Venue Manager, your steps 8–9. Learns the two screens their role actually opens, and what a 403 there means.
  • Monitor live sales on the night — owned by Venue Manager, your step 9. Supplies the other half of the picture — how many of the sold tickets actually walked in.
  • Get through the door — owned by Member, your steps 5–6. Scans the credential and reads the verdict out loud.
  • Use your membership card at the bar (VIP) — owned by VIP Member, your step 5. Scans the card at the bar and reads the credit summary off the verdict.
  • Run the door offline — owned by Venue Manager, your steps 5–7. Actually works the queue in offline mode and presses Sync now when the network returns.
  • Resell a ticket you can't use — owned by Member, your step 6. Shows the consequence of listing: the seller's own credential now scans red.
  • Buy a ticket on the resale exchange — owned by Member, your step 9. Confirms the new pass works and the seller's old one does not.
  • Allocate comps to a promoter — owned by Venue Manager, your step 9. Turns the names in the bucket into people in the room, and lives with your plus-one decisions.
  • Claim your comp invite and name your plus-ones — owned by Customer (Guest), your steps 8–9. Finds the guest by name on the night and checks them in with their plus-ones.
  • Invite a guest and track plus-ones — owned by Host / Promoter, your steps 11–12. Finds the name on the night and counts the plus-ones in.
  • Revoke a comp — owned by Venue Manager, your step 6. Meets the consequence at the door if the revocation lands after the guest arrives.
  • Grant and revoke roles — owned by Admin, your step 8. A door_staff grant is the thing that opens the scanner at all.
  • Map groups to door zones — owned by Admin, your steps 4–7. The map decides which reader turns green for them and for the guests they scan.
  • Deactivate a user — owned by Admin, your step 4. The revoked credential fails at their reader and they must not mistake it for a broken scanner.

What this persona cannot do

Your access is narrow on purpose. You cannot:

  • open any admin dashboard, ledger, payout or tax surface;
  • download the offline sync bundle or the push feed from a browser — those carry every pass secret, so they need a venue manager session or a provisioned reader's device token;
  • create or revoke passes, refund anything, or change a role;
  • allocate comps — you check in the guests a manager or promoter listed.

Venue Manager

Runs the floor and the calendar: intake review, live sales, the door, marketing.

You run the venue day to day. venue_manager implies door_staff, so everything on the Door Staff page is yours as well — plus the surfaces a shift lead actually needs: the host application queue, the live sales dashboards, the guest list allocations, the door overrides, the access-control readers view and the marketing tools.

What you will notice is where the platform stops you, and it is worth understanding why rather than filing a ticket about it. You are trusted with operations; you are not trusted with money and identity. Payouts, refunds, the ledger, the tax office, role management and the universal data suite are all admin-only. That boundary means a manager can be hired, trained and given the floor on day one without ever being able to move a cent or grant themselves a group.

Core workflows (17)

Takes part in (24)

What this persona cannot do

You are a 403 on all of these, by design:

  • the ledger, trial balance and adjustments;
  • refunds and the payout queue;
  • the tax office;
  • role grants and revocations;
  • the universal admin data suite and its audit log;
  • transitioning an event's status and editing tiers or prices.

You can read most of the dashboards those things feed — the boundary is on writing, and on the surfaces where money is decided.

Admin

Owns money, identity and configuration. Implies every other group.

Admin is not "manager plus a bit". The permission check special-cases it: admin implies everything, including every event-scoped host grant. There is no surface in this platform you cannot open.

What is genuinely yours alone is the set of decisions that are hard to reverse: money out (refunds, payouts, ledger adjustments), identity (who is in which group), the contract counter-signature that binds the venue, the tax filings that go to an agency in the post, and the universal data suite that can edit any row in the database.

Two habits the design assumes of you. First, the ledger is append-only — enforced by database triggers, not convention — so you correct a mistake by posting a compensating entry, never by editing history. Second, everything you do through the data suite and the debug console is audited with a full before/after row snapshot. Both exist so that "the admin fixed it by hand" is always a readable event rather than a mystery.

Core workflows (24)

Takes part in (43)

What this persona cannot do

There is no group above you, so the limits are structural rather than permission-based:

  • you cannot UPDATE or DELETE an append-only table — the ledger, the audit logs and the sealed contract documents refuse the write at the database level, even from the data suite;
  • you cannot un-send a mailed tax filing or un-seal a signed contract;
  • you cannot grant the pseudo-group employee — it is a gate, not a grantable group.

Compliance & Tax

The rate matrix, quarterly filing packages, approvals and print-and-mail.

Run the quarterly tax filing

Close a quarter: check liability, generate the package, approve it, and mail it.

Owned by Admin · 8 steps · about 25 minutes

AdminOWNER manual →

Why this exists

Tax is the part of the platform with a deadline attached to a physical envelope, so it is built to be boring and repeatable rather than clever.

The important design idea is that the filing is derived, never typed. Every taxable sale accrues its tax at the moment of the sale, line by line, with the rate snapshotted onto the accrual — so a rate change next year cannot retroactively alter last quarter's numbers. Refunds post negative reversal rows, prorated and capped so cumulative reversals can never exceed the original accrual. The quarterly package is simply the sum of those rows.

The second idea is the approval gate. A generated package is a draft with a watermark. It becomes a real filing only when an authorised approver approves it — from the dashboard or from a Telegram card — and only then is it rendered, hash-sealed and handed to the mail adapter. The stored document bytes and their hash never change afterwards; the watermark is applied when the document is served, not when it is stored.

This entire workflow is admin-only. A venue manager gets a 403 on every route in it, including the read-only ones.

Before you start

  • An admin session — every route in this workflow is admin-gated.
  • Accrued tax in the period you are filing (the seed ships some).
  • The four agency records configured, since a package allocates across exactly four.

Practise with

PersonaEmailPasswordNote
adminadmin@club.test admin123the only persona that can open any of these routes

Steps 1–8 — Admin

their manual →
  1. 1
    Open the tax office and read the quarter-to-date liability tiles and the reconciliation badge.
    /admin/tax tax
    Expected result QTD liability by jurisdiction plus a reconciliation status.
    Watch out for If reconciliation is red, stop. It means the accrual rows and the ledger disagree, and filing on top of that just posts the disagreement to an agency. QUALIFIED 2026-08-30: on every install today it is ALREADY red for one known reason — payments credits the tax liability accounts on every sale and writes no accrual row, so the whole ledger movement reads as drift. So 'stop' here means read reconcile-tax-accruals first and learn that baseline; it does not mean this platform can never file. What you must not do is treat a red badge as normal without knowing which red it is. Plan 680 closes the gap so the badge can mean something again.
  2. 2
    Pull the same liability figures from the API and check them against the ledger's tax liability accounts.
    /api/tax/liability tax
    Expected result Liability broken out by period and agency.
  3. 3
    Run the filing scheduler for the quarter you are closing (in training and demo environments — in production the scheduled tick does this).
    /debug/tax/run-scheduler POST tax
    Expected result A filing package generated for the period, in draft.
    Watch out for It is idempotent per period: running it again returns the existing package rather than making a second one. Debug routes like this one are admin-only and vanish entirely when debug endpoints are disabled.
  4. 4
    Open the period and read the generated package: the totals, the documents, and the audit trail.
    /admin/tax/periods/{period_id} tax
    Expected result The package with its state-gated actions and DRAFT-watermarked documents.
  5. 5
    Set the allocation across the four agencies.
    /api/tax/packages/{package_id}/allocations PUT tax
    Expected result The allocation saved against the package.
    Watch out for Exactly four agencies, each at least zero. The endpoint rejects anything else rather than filing a package that does not add up.
  6. 6
    Send the package for approval. A Telegram card goes out with inline approve and reject buttons.
    /api/tax/packages/{package_id}/send-approval POST tax
    Expected result The package moves to awaiting approval and the outbound call is recorded.
    Watch out for The Telegram route is a convenience, not a second authority: an unauthorised approver pressing the button is answered with 'Not authorized' and nothing changes.
  7. 7
    Approve the package.
    /api/tax/packages/{package_id}/approve POST tax
    Expected result Documents are rendered and hash-sealed, and physical mail is submitted for each agency with a tracking number.
    Watch out for This is the irreversible one. Approving mails the filing. If the mail adapter partially fails you get a 502 and the package is left in mail_submitted — retry the mailing, do not re-approve; Retry mail sends only the envelopes that failed, so nobody gets two. Added 2026-08-30: know the way OUT before you press it, because this step is the last moment there is one. While the package is draft or awaiting approval the period page carries a red Cancel, which stops the filing dead, and Regenerate, which supersedes this revision and compiles a fresh one — and a cancelled package can still be regenerated, so cancelling is not the end of the quarter. Regenerating for a numbers change is reconcile-tax-accruals; both controls are gone the moment you approve.
  8. 8
    Close the loop: check the tax liability accounts on the trial balance against what you just filed.
    /admin/ledger ledger
    Expected result A balanced trial balance whose liability accounts match the filed figures.
    Watch out for If they do not match, the answer is a compensating ledger entry and a note — never an edit. The ledger refuses updates at the database level.

Approve a filing from Telegram

Send the approval card, understand who may press it, and recover when the mail fails.

Owned by Admin · 11 steps · about 20 minutes

AdminOWNER manual →

Why this exists

The quarterly filing has a deadline attached to a physical envelope, and the person who must approve it is rarely at a desk. So the approval gate is reachable from a Telegram card with inline buttons as well as from the dashboard. This workflow is about that path, and specifically about the fact that convenience is not authority.

Pressing the button in a chat does not approve anything by itself. The callback maps the Telegram user id to a platform user through a configured map, and then requires that user to hold an active admin grant. An unmapped or non-admin presser is answered "Not authorized", an audit row is written, and nothing changes. The chat is a remote control, not a second set of credentials.

Approval is the irreversible step. It flips the package state under a rowcount-guarded update — so two people pressing approve at the same moment produce exactly one approval and one "already processed" — then renders and hash-seals the documents and hands four envelopes to the print-and-mail adapter. Four, not five: the two federal forms share one envelope to the same agency.

And the chat can refuse for a second reason that has nothing to do with who you are. If the accrual rows and the ledger disagree for the period, the callback answers with the drift figure and sends you to the admin page instead of filing. The gate is the same one the page has; what differs is that the page can carry an acknowledgement and a card cannot, so the irreversible act is moved to the surface that can record why it was taken. It does not block the filing — the page is one tap away.

Partial mail failure has its own state, and you must recognise it. If some envelopes go and others do not, you get a 502 and the package is left in mail-submitted with the failed rows visible. The correct response is to retry the mailing. Approving again is not possible and trying is the wrong instinct — the filing is already approved; it is the post that failed.

Documents are immutable once stored. The DRAFT or APPROVED watermark is injected when a document is served, never when it is stored, and the stored hash is re-verified on every read. A tampered document fails loudly rather than printing.

Before you start

  • An admin session — every tax route including the read-only ones is admin-only.
  • A generated package in pending approval (the seed ships one for the launch quarter).
  • The Telegram admin map configured, or the approve press will be refused as unauthorised.

Practise with

PersonaEmailPasswordNote
adminadmin@club.test admin123can approve from the dashboard
admintaxadmin@demo.club tax-admin-123the seeded tax admin — a second admin to test the mapping with

Steps 1–11 — Admin

their manual →
  1. 1
    Open the tax office and find the period whose package is waiting for approval.
    /admin/tax tax
    Expected result Quarter-to-date liability tiles, a reconciliation badge, and the list of periods with their package states.
    Watch out for If the reconciliation badge is red, read the reconciliation workflow before you approve anything. Filing on top of a disagreement posts the disagreement to an agency.
  2. 2
    Open the period. Read the totals, the five documents, the allocation across the four agencies, the mailings panel and the audit trail.
    /admin/tax/periods/{period_id} tax
    Expected result State-gated actions: only the buttons legal from the current status are live.
    Watch out for The documents are watermarked DRAFT until approval. That watermark is applied when the document is served, so a saved PDF from before approval will always say DRAFT — that is correct, not stale.
  3. 3
    Set or correct the allocation across the agencies before sending for approval.
    /api/tax/packages/{package_id}/allocations PUT tax
    Expected result The allocation saved against the package.
    Watch out for Exactly four agencies, each at or above zero. Anything else is rejected rather than filed. This is the last comfortable moment to change the numbers.
  4. 4
    Send the package for approval. A Telegram card goes out with inline approve, view and edit buttons.
    /api/tax/packages/{package_id}/send-approval POST tax
    Expected result The package moves to pending approval and the outbound call is recorded.
    Watch out for Sending again re-sends the card; it does not create a second package. If the chat is misconfigured you will see the failure in the wire log rather than on this page.
  5. 5
    Confirm the card actually left, filtering the wire log to the Telegram service.
    /debug/outbound-calls core
    Expected result A send-message call with the package as its correlation id.
    Watch out for Correlation id is the package id. That is how you find every message about one filing, including the later edits that change the card as the state moves.
  6. 6
    Check the Telegram configuration: the chat, the webhook secret and the map from Telegram user ids to platform users.
    /admin/tax/settings tax
    Expected result The settings, with the secret masked.
    Watch out for An approver who is not in the map cannot approve, no matter how senior they are. Being in the map is also not enough — the mapped user must hold an active admin grant at press time.
  7. 7
    Reproduce the button press deliberately: post the callback the way Telegram would, with the shared secret header and the approve callback data for your package.
    /webhooks/telegram/tax POST tax
    Expected result The package is approved, documents are rendered and hash-sealed, and four envelopes are submitted with tracking numbers.
    Watch out for A wrong or missing secret header is 403 — and an UNCONFIGURED secret leaves through the same refusal with the same body, on purpose, so the endpoint cannot be probed for whether it has a key. Malformed callback data is 400. An unauthorised presser gets a 200 with the answer 'Not authorized' — deliberately not an error, because the sender is Telegram, not the attacker. ADDED 2026-08-30, a fourth outcome this list omitted and the one you are likeliest to meet: if the accruals and the ledger disagree, an authorised press is REFUSED too, with the answer 'Ledger drift $X — approve from the admin page' and a link. That is not a bug and not an authority problem. A chat card has nowhere to record why you filed over a known disagreement, so the acknowledgement has to happen on the page.
  8. 8
    Use the debug replay when you want to drive the same logic without constructing a signed webhook body.
    /debug/tax/replay-telegram-callback POST tax
    Expected result The same handler, the same result.
    Watch out for Replaying an approve on a package that is already approved answers 'already processed' rather than approving twice. That idempotency is the property to check, not to work around.
  9. 9
    Go back to the period and read the mailings panel: one row per envelope, each with a status and a USPS tracking number.
    /admin/tax/periods/{period_id} tax
    Expected result Four mailings, tracked.
    Watch out for Four envelopes for five documents — the two federal forms travel together to the same agency. Counting five and finding four is not a missing mailing.
  10. 10
    If any envelope failed, retry the mailing rather than reaching for the approve button again.
    /api/tax/packages/{package_id}/retry-mail POST tax
    Expected result The failed envelopes are resubmitted; successful ones are not re-sent.
    Watch out for Approve is a one-way door and will refuse a second attempt with 409. A package sitting in mail-submitted is not un-approved, it is un-posted.
  11. 11
    Open one filed document and notice the watermark and the hash.
    /api/tax/documents/{doc_id} tax
    Expected result The stored HTML with an APPROVED watermark injected at serve time, and its hash re-verified before it is handed to you.
    Watch out for A hash mismatch is a 500 with a specific code, and it means the stored bytes changed after they were sealed. Treat that as a security incident, not a rendering bug.

Maintain the tax rate matrix

Add and end-date rates without ever rewriting what last quarter was taxed at.

Owned by Admin · 8 steps · about 18 minutes

AdminOWNER manual →

Why this exists

The rate matrix is a small table with a strict discipline: for each jurisdiction and category there is at most one rate in force at any instant, and a rate is immutable once created. You may end-date it and you may deactivate it. You may not change its percentage, its jurisdiction or what it applies to.

That rule exists because of what happens downstream. Every taxable sale snapshots the rate onto its accrual row at the moment of the sale. Last quarter's numbers are therefore made of last quarter's rates, permanently, and a rate change today cannot retroactively alter a filing you have already posted to an agency. If rates were editable, every historical report would be a guess about what the rate had been when the report was run.

So a rate change is always two operations, not one: end-date the outgoing rate, create the incoming one from that instant. The no-overlap rule per jurisdiction and category is enforced, so you cannot accidentally have two rates racing each other.

Two distinctions to keep straight. Inclusive versus exclusive: an exclusive rate adds on top of the price, an inclusive one is carved out of it. The municipal admissions rate here is inclusive, which is why a ticket price is the price and the tax comes out of it rather than being added at the till. And point-of-sale versus filing: sales categories accrue at the till and need a liability account, while income estimate rates are filing-time only and never touch a sale.

Before you start

  • An admin session.
  • The exact date and time the new rate takes effect, in UTC. Rates are time-bounded, not dated by day.
  • The agency the rate is collected for — the code must already exist.

Practise with

PersonaEmailPasswordNote
adminadmin@club.test admin123the only persona that can read or write the rate matrix

Steps 1–8 — Admin

their manual →
  1. 1
    Open the rate matrix. Read the current rates and the history separately — the history is where end-dated rates live, and it is not clutter.
    /admin/tax/rates tax
    Expected result Rates by jurisdiction and category with their effective windows, agencies and whether they are inclusive.
    Watch out for Reference rates ship in the schema itself and exist in every fresh database. They are real rates, not placeholders, and they have stable ids.
  2. 2
    Pull the same matrix as JSON, optionally filtered to a category, a jurisdiction, or the rates active on a particular date.
    /api/tax/rates tax
    Expected result The filtered rate rows.
    Watch out for Asking what was active on a past date is the honest way to answer 'what did we charge in March'. Do not infer it from today's matrix.
  3. 3
    End-date the outgoing rate: set its effective-to to the instant the new rate begins.
    /api/tax/rates/{rate_id} PATCH tax
    Expected result The rate is updated and an audit row records the end-dating.
    Watch out for Only the end date and the active flag may be patched. Send anything else — the percentage, the jurisdiction, the account — and you get 422 immutable_field naming exactly what you tried to change.
  4. 4
    Create the replacement rate: jurisdiction, category, agency, rate in basis points, inclusive or exclusive, when it applies and, for point-of-sale rates, which liability account it collects into.
    /api/tax/rates POST tax
    Expected result 201 with the new rate.
    Watch out for The no-overlap rule will refuse a rate whose window collides with an existing one for the same jurisdiction and category — that refusal usually means you forgot to end-date the old one. Point-of-sale rates must name a liability account; income estimate rates must be filing-time and never do.
  5. 5
    Quote the new rate before you trust it: give it a category and an amount and read the lines it produces.
    /api/tax/quote tax
    Expected result Gross, net and one line per matched jurisdiction with its own rate and tax.
    Watch out for Exclusive lines add to the gross; inclusive lines carve out of the net. CORRECTED 2026-08-30: a gross equal to the amount you passed does NOT mean every matched rate was inclusive — it also happens when NOTHING matched, which is exactly how the mistyped effective date in the next step shows up. Measured on the seeded matrix: a ticket today quotes gross 10000, net 9524, one line; the same ticket quoted before any rate exists quotes gross 10000, net 10000, zero lines. Read the LINES, not the gross — and note that an inclusive rate always moves the net, so a net equal to the amount is the same warning said twice.
  6. 6
    When a quote surprises you, ask which rows matched and why, for a category at an instant.
    /debug/tax/rate-resolution tax
    Expected result The resolution trace: the candidate rates and the ones selected.
    Watch out for Zero matched rates is legal — the sale simply proceeds untaxed. That is the correct behaviour and it is also exactly how a mistyped effective date shows up.
  7. 7
    Understand the consequence you cannot see from this page: the rate in force at the moment of a sale is copied onto that sale's accrual row. Correcting a rate today does not correct yesterday's accruals.
    Expected result A clear model of why the matrix is append-and-end-date rather than editable.
    Watch out for If a wrong rate was genuinely charged, that is a refund-and-rebill question or a reconciliation adjustment, not a rate edit. Editing the rate would silently rewrite history and fix nobody's money.
  8. 8
    Check the agencies and their mailing addresses, since a rate collects for one of them and a filing posts an envelope to it.
    /api/tax/agencies tax
    Expected result The four agency records with their addresses.
    Watch out for An unknown agency code on a new rate is a 422. Add or correct the agency first — a rate collecting for an agency nobody can post to is a filing that cannot be mailed.

Reconcile tax accruals

Make the accrual rows and the ledger agree — and know which disagreements are expected.

Owned by Admin · 9 steps · about 18 minutes

AdminOWNER manual →

Why this exists

Tax lives in two places on purpose, and reconciliation is the act of checking that they still say the same thing. The accrual rows are the tax module's own record: one row per sale per jurisdiction line, with the rate snapshotted onto it, and negative rows for refund reversals. The ledger is the money: two liability accounts that the selling module credits as part of the same balanced transaction as the sale.

Two records of the same fact, written by different modules, is a design choice. The accrual rows carry the detail a filing needs — jurisdiction, rate, category, source — which does not belong in a general ledger. The ledger carries the money, which must balance against everything else. If they ever diverge, one of the two is wrong, and you want to find that out in your own dashboard rather than in an agency's letter.

One divergence in this build is expected and you must learn to recognise it. The payments module posts stub tax to the liability accounts when an order settles, but it does not yet call the tax module's accrual engine. So a seeded or demo database legitimately shows drift: money in the ledger, no accrual row behind it. The dashboard badge going red on a fresh install is not a bug you can fix, and it is documented rather than hidden. What matters is knowing which drift is that, and which drift is new.

Refund reversals are prorated and capped so cumulative reversals can never exceed the original accrual, and they are period-keyed to the refund date, not the sale date. That is why a quarter can carry a negative line for a sale that happened in the quarter before it — and why reconciling a closed quarter after a late refund is a normal thing to do.

Before you start

  • An admin session.
  • A period to reconcile — the current quarter is fine to practise on.
  • Access to the ledger's trial balance, since half the answer lives there.

Practise with

PersonaEmailPasswordNote
adminadmin@club.test admin123the only persona that can see either side of the reconciliation
admintaxadmin@demo.club tax-admin-123the seeded tax admin

Steps 1–9 — Admin

their manual →
  1. 1
    Open the tax office and read the reconciliation badge together with the liability tiles, not instead of them.
    /admin/tax tax
    Expected result Quarter-to-date liability by jurisdiction and category, and a badge saying whether the accruals and the ledger agree.
    Watch out for On a seeded database the badge is legitimately red, because the demo order posts stub tax with no accrual behind it. Learn what your baseline looks like before you treat red as an alarm.
  2. 2
    Pull the liability figures and read the two halves the badge is comparing: accrual sums by account, and the ledger movement on the same accounts in the same window.
    /api/tax/liability tax
    Expected result Totals by account, jurisdiction and category, plus the ledger balances and a reconciled flag.
    Watch out for The window is the quarter containing the date you asked about. Comparing an accrual total for one quarter against a ledger balance for another will always disagree.
  3. 3
    Reconcile a specific period and read the drift per account rather than the single flag.
    /debug/tax/reconcile tax
    Expected result Accrued, ledger and drift figures per liability account.
    Watch out for Drift in one direction only usually means missing accruals; drift in both usually means a genuine posting error. The sign tells you which module to go and read.
  4. 4
    Go to the other side of the comparison and read the two tax liability accounts on the trial balance.
    /admin/ledger ledger
    Expected result The sales tax and municipal tax liability balances.
    Watch out for These accounts are collected, not earned. A large balance is money you are holding for somebody else — it is a liability, and it should fall when you file and pay.
  5. 5
    Filter the ledger to one of the tax liability accounts and look at what actually credited it.
    /admin/ledger/transactions ledger
    Expected result Sale postings crediting tax, and refund postings debiting it back.
    Watch out for Each of these belongs to a balanced transaction with a reference. Follow the reference to the order or refund rather than trying to match by amount and time.
  6. 6
    In a training database, seed accruals for a period so you have a clean, reconciling example to compare against the messy one.
    /debug/tax/seed-accruals POST tax
    Expected result Accrual rows created, backed by REAL balanced ledger postings, so this seeded traffic reconciles exactly.
    Watch out for This posts real money movements through the ledger. Do not run it on anything you intend to file from.
  7. 7
    List the filing periods and their packages to see which quarters are open, generated, approved or mailed.
    /api/tax/periods tax
    Expected result Periods with their current package status.
    Watch out for A period with no row has never been generated. That is normal for a future quarter and alarming for a past one.
  8. 8
    When reconciliation changes the numbers before a filing goes out, regenerate the package rather than editing it.
    /api/tax/periods/{period_id}/regenerate POST tax
    Expected result A new revision, with the previous one superseded and its documents kept.
    Watch out for Regeneration is for a package that has not been approved. Once approved, documents are hash-sealed and mailed — the answer to a post-approval discovery is an amended filing, not a quiet regeneration.
  9. 9
    Run the tax accrual invariant as a second opinion.
    /debug/qa/invariants/run POST qa
    Expected result Confirmation that no cumulative reversal exceeds its original accrual and that every accrual points at a real rate row.
    Watch out for This invariant checks the accrual side's internal consistency, not its agreement with the ledger. Both checks matter and neither replaces the other.

Appendix A — Persona ↔ RBAC group

PersonaRBAC groupAuthenticatedScoped OwnsTakes part in
Customer (Guest) — no no 4 2
Member member yes no 13 18
VIP Member vip_member yes no 2 7
Host / Promoter host yes yes 11 11
Door Staff door_staff yes no 5 14
Venue Manager venue_manager yes no 17 24
Admin admin yes no 24 43

Appendix B — Route index

Every application route this manual references, and the workflows that use it. A test asserts each of these resolves against the mounted router, so the manual cannot silently rot when a route moves.

RouteUsed by
DELETE /api/admin/resale/events/{event_id}/lock open-or-close-the-exchange
DELETE /api/guestlist/buckets/{bucket_id} allocate-comps-to-a-promoter
DELETE /api/reservations/{reservation_id} hold-a-checkout-reservation
DELETE /debug/mock-behaviors/{behavior_id} script-a-mock-failure
GET / browse-events-as-a-guest, buy-a-ticket
GET /account convert-an-application-into-an-event, grant-and-revoke-roles, build-a-role-from-capabilities, create-your-member-account, manage-your-account-and-sessions
GET /account/passes read-the-scanner-screen, diagnose-a-red-scan, map-groups-to-door-zones, self-cancel-a-ticket, add-your-ticket-to-your-wallet, use-your-membership-card-at-the-bar, resell-a-ticket-you-cant-use, buy-a-resale-ticket, claim-your-comp-invite, get-through-the-door
GET /admin find-your-way-around-as-staff, edit-any-row-with-admin-crud, find-anything-in-admin
GET /admin/access read-the-scanner-screen, diagnose-a-red-scan, run-the-door-offline, map-groups-to-door-zones, manage-your-account-and-sessions, add-your-ticket-to-your-wallet, get-through-the-door, scan-guests-at-the-door, find-anything-in-admin
GET /admin/annotations leave-feedback-on-the-app, run-the-feedback-backlog, preview-the-site-as-a-guest
GET /admin/annotations/export leave-feedback-on-the-app, run-the-feedback-backlog
GET /admin/annotations/{annotation_id} run-the-feedback-backlog, preview-the-site-as-a-guest
GET /admin/announcements get-into-a-member-only-drop
GET /admin/audit grant-and-revoke-roles, deactivate-a-user, create-your-member-account
GET /admin/capabilities build-a-role-from-capabilities
GET /admin/contract-riders author-a-rider-so-a-host-can-ask-for-it
GET /admin/contract-riders/new author-a-rider-so-a-host-can-ask-for-it
GET /admin/contract-riders/recent author-a-rider-so-a-host-can-ask-for-it
GET /admin/contract-riders/{rider_key} author-a-rider-so-a-host-can-ask-for-it
GET /admin/contracts review-the-riders-approval-created, sign-and-countersign-a-contract, approve-a-host-application
GET /admin/contracts/{contract_id} review-the-riders-approval-created, sign-and-countersign-a-contract, create-and-launch-an-event, approve-a-host-application
GET /admin/credit/users/{user_id} post-a-house-credit-adjustment, pay-with-house-credit
GET /admin/data edit-any-row-with-admin-crud
GET /admin/data/audit edit-any-row-with-admin-crud, delete-rows-safely
GET /admin/data/ledger_entries edit-any-row-with-admin-crud, read-the-trial-balance
GET /admin/data/qa_invariant_violations run-the-qa-invariant-sweep
GET /admin/data/sandbox_parents edit-any-row-with-admin-crud
GET /admin/data/{table}/new edit-any-row-with-admin-crud
GET /admin/data/{table}/{pk} edit-any-row-with-admin-crud, delete-rows-safely
GET /admin/events find-your-way-around-as-staff, monitor-live-sales-on-the-night, understand-your-events-tiers-and-releases
GET /admin/events/backload understand-your-events-tiers-and-releases
GET /admin/events/{event_id} monitor-live-sales-on-the-night, convert-an-application-into-an-event, grant-and-revoke-roles, get-into-a-member-only-drop, get-your-host-account-and-event-access, understand-your-events-tiers-and-releases, watch-your-event-sell-live, create-and-launch-an-event
GET /admin/events/{event_id}/record keep-the-permanent-event-record
GET /admin/events/{event_id}/record/documents/{doc_id} keep-the-permanent-event-record
GET /admin/events/{event_id}/refund-policy refund-a-ticket-or-order, self-cancel-a-ticket
GET /admin/groups find-your-way-around-as-staff, map-groups-to-door-zones, build-a-role-from-capabilities
GET /admin/groups/new build-a-role-from-capabilities
GET /admin/groups/{slug} build-a-role-from-capabilities
GET /admin/guestlist find-your-way-around-as-staff, allocate-comps-to-a-promoter
GET /admin/guestlist/{event_id} check-in-a-guest-from-the-list, issue-a-vip-walk-in-override, allocate-comps-to-a-promoter, revoke-a-comp, get-your-host-account-and-event-access, invite-a-guest-and-track-plus-ones
GET /admin/intake find-your-way-around-as-staff, convert-an-application-into-an-event, apply-to-host-an-event, build-your-run-of-show-backwards, create-and-launch-an-event, approve-a-host-application, run-the-staff-channel-on-live-telegram
GET /admin/intake/rider-requests author-a-rider-so-a-host-can-ask-for-it
GET /admin/intake/{app_id} fast-track-from-telegram, review-the-riders-approval-created, convert-an-application-into-an-event, apply-to-host-an-event, re-apply-with-autofill, respond-to-a-request-for-more-information, author-a-rider-so-a-host-can-ask-for-it, build-your-run-of-show-backwards, create-and-launch-an-event, approve-a-host-application, run-the-staff-channel-on-live-telegram
GET /admin/ledger read-the-trial-balance, reconcile-tax-accruals, top-up-your-house-credit, read-your-credit-statement, run-the-quarterly-tax-filing
GET /admin/ledger/transactions refund-a-ticket-or-order, read-the-trial-balance, process-a-payout-run, run-the-vip-tab-settlement, reconcile-tax-accruals, pay-with-house-credit, use-and-settle-your-vip-tab
GET /admin/ledger/transactions/{txn_id} post-a-house-credit-adjustment, read-the-trial-balance, top-up-your-house-credit
GET /admin/marketing find-your-way-around-as-staff, compose-and-publish-a-social-post, configure-marketing-channels-and-rules
GET /admin/marketing/events/{event_id} compose-and-publish-a-social-post, build-a-trigger-rule, configure-marketing-channels-and-rules
GET /admin/marketing/events/{event_id}/rules/new build-a-trigger-rule, configure-marketing-channels-and-rules
GET /admin/marketing/posts/new compose-and-publish-a-social-post
GET /admin/marketing/posts/{post_id} compose-and-publish-a-social-post, build-a-trigger-rule
GET /admin/marketing/reports trace-a-click-to-revenue, report-marketing-attribution
GET /admin/marketing/rules/{rule_id}/edit build-a-trigger-rule
GET /admin/orders monitor-live-sales-on-the-night, refund-a-ticket-or-order, watch-your-event-sell-live
GET /admin/orders/{order_id} diagnose-a-red-scan, monitor-live-sales-on-the-night, trace-a-click-to-revenue, refund-a-ticket-or-order, self-cancel-a-ticket, buy-a-ticket
GET /admin/payouts process-a-payout-run, get-paid-your-host-royalty
GET /admin/qa run-the-qa-invariant-sweep
GET /admin/records keep-the-permanent-event-record
GET /admin/records/devices keep-the-permanent-event-record
GET /admin/records/metrics keep-the-permanent-event-record
GET /admin/resale open-or-close-the-exchange
GET /admin/resale/{event_id} open-or-close-the-exchange, resell-a-ticket-you-cant-use, get-paid-your-host-royalty, buy-a-resale-ticket, understand-your-credit-and-the-exchange
GET /admin/tab-settlements script-a-mock-failure, run-the-vip-tab-settlement, use-and-settle-your-vip-tab
GET /admin/tax approve-a-filing-from-telegram, reconcile-tax-accruals, run-the-quarterly-tax-filing
GET /admin/tax/periods/{period_id} approve-a-filing-from-telegram, run-the-quarterly-tax-filing
GET /admin/tax/rates maintain-the-tax-rate-matrix
GET /admin/tax/settings approve-a-filing-from-telegram
GET /admin/telegram run-the-staff-channel-on-live-telegram
GET /admin/users grant-and-revoke-roles
GET /admin/users/{user_id} convert-an-application-into-an-event, grant-and-revoke-roles, deactivate-a-user, build-a-role-from-capabilities, create-your-member-account, manage-your-account-and-sessions, use-your-membership-card-at-the-bar, get-your-host-account-and-event-access
GET /admin/venues set-up-a-venue-and-its-door-zones
GET /admin/venues/new set-up-a-venue-and-its-door-zones
GET /admin/venues/{slug} set-up-a-venue-and-its-door-zones
GET /admin/venues/{venue_id}/layout draw-a-venue-map
GET /api/access/passes/mine add-your-ticket-to-your-wallet
GET /api/access/passes/{pass_id}/gpass add-your-ticket-to-your-wallet
GET /api/access/passes/{pass_id}/pkpass add-your-ticket-to-your-wallet, get-through-the-door
GET /api/access/passes/{pass_id}/qr read-the-scanner-screen, add-your-ticket-to-your-wallet, use-your-membership-card-at-the-bar, get-through-the-door
GET /api/access/scan-logs read-the-scanner-screen, diagnose-a-red-scan, run-the-door-offline, monitor-live-sales-on-the-night, get-through-the-door, scan-guests-at-the-door
GET /api/access/sync/bundle run-the-door-offline, scan-guests-at-the-door
GET /api/access/sync/push run-the-door-offline
GET /api/access/tickets/{ticket_id}/secret add-your-ticket-to-your-wallet
GET /api/admin/data/{table}/rows/{pk}/dependencies delete-rows-safely
GET /api/admin/events/{event_id}/reservations monitor-live-sales-on-the-night, hold-a-checkout-reservation, watch-your-event-sell-live
GET /api/admin/events/{event_id}/sales monitor-live-sales-on-the-night, watch-your-event-sell-live
GET /api/admin/ledger/accounts read-the-trial-balance
GET /api/admin/ledger/transactions read-the-trial-balance
GET /api/admin/ledger/trial-balance read-the-trial-balance
GET /api/admin/ledger/users/{user_id} post-a-house-credit-adjustment
GET /api/admin/refunds refund-a-ticket-or-order
GET /api/admin/resale/settlements get-paid-your-host-royalty
GET /api/annotations/list run-the-feedback-backlog
GET /api/annotations/pages run-the-feedback-backlog
GET /api/contracts/riders/selectable author-a-rider-so-a-host-can-ask-for-it
GET /api/credit/balance pay-with-house-credit, top-up-your-house-credit, read-your-credit-statement, get-paid-your-host-royalty, use-and-settle-your-vip-tab
GET /api/credit/statement read-your-credit-statement
GET /api/events/{event_id}/availability browse-events-as-a-guest, get-into-a-member-only-drop, understand-your-events-tiers-and-releases
GET /api/events/{event_id}/refund-policy self-cancel-a-ticket
GET /api/events/{event_id}/zones set-up-a-venue-and-its-door-zones
GET /api/guestlist/door/{event_id}/search check-in-a-guest-from-the-list, allocate-comps-to-a-promoter, claim-your-comp-invite
GET /api/guestlist/events/{event_id}/buckets allocate-comps-to-a-promoter, revoke-a-comp, invite-a-guest-and-track-plus-ones
GET /api/guestlist/events/{event_id}/entries invite-a-guest-and-track-plus-ones
GET /api/guestlist/events/{event_id}/overrides issue-a-vip-walk-in-override
GET /api/guestlist/events/{event_id}/settings issue-a-vip-walk-in-override
GET /api/intake/public/applications/{app_id}/edit respond-to-a-request-for-more-information
GET /api/marketing/channels configure-marketing-channels-and-rules
GET /api/marketing/links trace-a-click-to-revenue, report-marketing-attribution
GET /api/marketing/reports/channels trace-a-click-to-revenue, report-marketing-attribution
GET /api/marketing/reports/events/{event_id} trace-a-click-to-revenue, report-marketing-attribution
GET /api/marketing/rules/{rule_id}/firings build-a-trigger-rule, configure-marketing-channels-and-rules
GET /api/rbac/groups grant-and-revoke-roles
GET /api/rbac/matrix build-a-role-from-capabilities
GET /api/rbac/users/{user_id}/capabilities build-a-role-from-capabilities
GET /api/records/compare keep-the-permanent-event-record
GET /api/records/{event_id}/seal-check keep-the-permanent-event-record
GET /api/records/{event_id}/verify keep-the-permanent-event-record
GET /api/resale/events/{event_id} buy-a-resale-ticket
GET /api/resale/my/purchases buy-a-resale-ticket
GET /api/reservations/{reservation_id} hold-a-checkout-reservation
GET /api/tax/agencies maintain-the-tax-rate-matrix
GET /api/tax/documents/{doc_id} approve-a-filing-from-telegram
GET /api/tax/liability reconcile-tax-accruals, run-the-quarterly-tax-filing
GET /api/tax/periods reconcile-tax-accruals
GET /api/tax/quote maintain-the-tax-rate-matrix
GET /api/tax/rates maintain-the-tax-rate-matrix
GET /api/venues/{venue_id}/zones set-up-a-venue-and-its-door-zones
GET /apply/edit/{token} fast-track-from-telegram, respond-to-a-request-for-more-information, author-a-rider-so-a-host-can-ask-for-it, build-your-run-of-show-backwards, approve-a-host-application
GET /apply/thanks/{app_id} apply-to-host-an-event, re-apply-with-autofill, build-your-run-of-show-backwards, create-and-launch-an-event
GET /auth/me manage-your-account-and-sessions
GET /cart hold-a-checkout-reservation
GET /checkout/{order_id} hold-a-checkout-reservation, pay-with-house-credit, get-into-a-member-only-drop, buy-a-ticket, use-and-settle-your-vip-tab
GET /clips/{workflow_slug} leave-feedback-on-the-app
GET /contracts/{contract_id}/preview review-the-riders-approval-created
GET /contracts/{contract_id}/redlines review-the-riders-approval-created, sign-and-countersign-a-contract
GET /contracts/{contract_id}/sealed sign-and-countersign-a-contract
GET /debug use-the-debug-console
GET /debug/access/totp/{ticket_id} diagnose-a-red-scan
GET /debug/adminsuite/dependencies delete-rows-safely
GET /debug/adminsuite/policies edit-any-row-with-admin-crud
GET /debug/annotations/audit run-the-feedback-backlog
GET /debug/annotations/orphans run-the-feedback-backlog
GET /debug/audit use-the-debug-console, script-a-mock-failure
GET /debug/events/reservations/sweep-preview hold-a-checkout-reservation
GET /debug/events/{event_id}/state watch-your-event-sell-live
GET /debug/frontend/preview preview-the-site-as-a-guest
GET /debug/frontend/preview/gate preview-the-site-as-a-guest
GET /debug/guestlist/audit/{event_id} check-in-a-guest-from-the-list
GET /debug/intake/deeplinks run-the-staff-channel-on-live-telegram
GET /debug/intake/rate-limits re-apply-with-autofill
GET /debug/intake/timeline build-your-run-of-show-backwards
GET /debug/intake/timeline-render/{app_id} build-your-run-of-show-backwards
GET /debug/intake/tz build-your-run-of-show-backwards
GET /debug/ledger/integrity post-a-house-credit-adjustment, read-the-trial-balance
GET /debug/marketing/links/{short_code} trace-a-click-to-revenue, report-marketing-attribution
GET /debug/marketing/outbound configure-marketing-channels-and-rules
GET /debug/mock-behaviors script-a-mock-failure
GET /debug/outbound-calls fast-track-from-telegram, use-the-debug-console, script-a-mock-failure, approve-a-filing-from-telegram, apply-to-host-an-event, run-the-staff-channel-on-live-telegram
GET /debug/qa/health run-the-qa-invariant-sweep
GET /debug/qa/invariants run-the-qa-invariant-sweep
GET /debug/qa/invariants/runs run-the-qa-invariant-sweep
GET /debug/qa/journeys run-the-qa-invariant-sweep
GET /debug/rbac/graph build-a-role-from-capabilities
GET /debug/rbac/pass-refresh-queue build-a-role-from-capabilities
GET /debug/rbac/state grant-and-revoke-roles, deactivate-a-user
GET /debug/rbac/zones map-groups-to-door-zones
GET /debug/record/verify-all keep-the-permanent-event-record
GET /debug/record/{event_id} keep-the-permanent-event-record
GET /debug/resale/integrity/{event_id} open-or-close-the-exchange
GET /debug/resale/split-preview open-or-close-the-exchange, resell-a-ticket-you-cant-use
GET /debug/scheduler/runs use-the-debug-console
GET /debug/settings use-the-debug-console
GET /debug/state use-the-debug-console
GET /debug/tax/rate-resolution maintain-the-tax-rate-matrix
GET /debug/tax/reconcile reconcile-tax-accruals
GET /debug/telegram/webhook-info run-the-staff-channel-on-live-telegram
GET /debug/venues/zone-map set-up-a-venue-and-its-door-zones
GET /events build-a-role-from-capabilities, browse-events-as-a-guest, leave-feedback-on-the-app, preview-the-site-as-a-guest, buy-a-ticket
GET /events/{event_id} monitor-live-sales-on-the-night, build-a-trigger-rule, browse-events-as-a-guest, create-your-member-account, get-into-a-member-only-drop, sign-and-countersign-a-contract, get-your-host-account-and-event-access, understand-your-events-tiers-and-releases, watch-your-event-sell-live, preview-the-site-as-a-guest, create-and-launch-an-event, buy-a-ticket, understand-your-credit-and-the-exchange
GET /events/{event_id}/buy browse-events-as-a-guest
GET /events/{event_id}/checkout hold-a-checkout-reservation, get-into-a-member-only-drop, buy-a-ticket
GET /events/{event_id}/exchange open-or-close-the-exchange, buy-a-resale-ticket, get-paid-your-host-royalty, understand-your-credit-and-the-exchange
GET /exchange browse-events-as-a-guest, buy-a-resale-ticket
GET /guestlist/claim/{token} claim-your-comp-invite, invite-a-guest-and-track-plus-ones
GET /host/apply browse-events-as-a-guest, apply-to-host-an-event, re-apply-with-autofill, author-a-rider-so-a-host-can-ask-for-it, build-your-run-of-show-backwards, create-and-launch-an-event
GET /l/{short_code} trace-a-click-to-revenue, report-marketing-attribution
GET /login deactivate-a-user, browse-events-as-a-guest, create-your-member-account, get-your-host-account-and-event-access
GET /me/comps claim-your-comp-invite
GET /my create-your-member-account, get-into-a-member-only-drop, preview-the-site-as-a-guest
GET /my/annotations leave-feedback-on-the-app, run-the-feedback-backlog
GET /my/credit refund-a-ticket-or-order, run-the-vip-tab-settlement, open-or-close-the-exchange, pay-with-house-credit, self-cancel-a-ticket, use-your-membership-card-at-the-bar, resell-a-ticket-you-cant-use, top-up-your-house-credit, read-your-credit-statement, get-paid-your-host-royalty, buy-a-ticket, use-and-settle-your-vip-tab, understand-your-credit-and-the-exchange
GET /my/credit/payouts process-a-payout-run, get-paid-your-host-royalty, understand-your-credit-and-the-exchange
GET /my/credit/statement post-a-house-credit-adjustment, pay-with-house-credit, top-up-your-house-credit, read-your-credit-statement, get-paid-your-host-royalty, use-and-settle-your-vip-tab
GET /my/orders self-cancel-a-ticket
GET /my/orders/{order_id} refund-a-ticket-or-order, self-cancel-a-ticket
GET /my/tickets add-your-ticket-to-your-wallet, resell-a-ticket-you-cant-use, buy-a-ticket, get-through-the-door, understand-your-credit-and-the-exchange
GET /register create-your-member-account, buy-a-ticket
GET /resale/my/listings resell-a-ticket-you-cant-use, understand-your-credit-and-the-exchange
GET /resale/sell/{ticket_id} open-or-close-the-exchange, resell-a-ticket-you-cant-use, understand-your-credit-and-the-exchange
GET /scanner find-your-way-around-as-staff, read-the-scanner-screen, diagnose-a-red-scan, run-the-door-offline, revoke-a-comp, grant-and-revoke-roles, map-groups-to-door-zones, deactivate-a-user, get-through-the-door, scan-guests-at-the-door
GET /scanner/guestlist find-your-way-around-as-staff, diagnose-a-red-scan, check-in-a-guest-from-the-list, issue-a-vip-walk-in-override, invite-a-guest-and-track-plus-ones, scan-guests-at-the-door
GET /sign/{token} sign-and-countersign-a-contract, create-and-launch-an-event
GET /sign/{token}/status sign-and-countersign-a-contract
GET /training/role/host_promoter find-your-way-around-as-staff
GET /ui/preview preview-the-site-as-a-guest
GET /venues/{venue_id}/map draw-a-venue-map
PATCH /api/admin/data/{table}/rows/{pk} edit-any-row-with-admin-crud
PATCH /api/contracts/riders/{rider_key} author-a-rider-so-a-host-can-ask-for-it
PATCH /api/guestlist/buckets/{bucket_id} allocate-comps-to-a-promoter
PATCH /api/marketing/channels/{platform} compose-and-publish-a-social-post, configure-marketing-channels-and-rules
PATCH /api/marketing/posts/{post_id} compose-and-publish-a-social-post
PATCH /api/tax/rates/{rate_id} maintain-the-tax-rate-matrix
PATCH /api/tiers/{tier_id} understand-your-events-tiers-and-releases
PATCH /api/venues/{venue_id}/zones/{zone_id} set-up-a-venue-and-its-door-zones
PATCH /contracts/{contract_id}/sections/{section_id} review-the-riders-approval-created
PATCH /contracts/{contract_id}/variables review-the-riders-approval-created
POST /admin/annotations/{annotation_id} leave-feedback-on-the-app, run-the-feedback-backlog
POST /admin/annotations/{annotation_id}/delete run-the-feedback-backlog
POST /admin/annotations/{annotation_id}/reply run-the-feedback-backlog
POST /admin/annotations/{annotation_id}/restore run-the-feedback-backlog
POST /admin/announcements get-into-a-member-only-drop
POST /admin/venues/new set-up-a-venue-and-its-door-zones
POST /api/access/membership-card use-your-membership-card-at-the-bar
POST /api/access/readers run-the-door-offline, scan-guests-at-the-door
POST /api/access/readers/{reader_id}/rotate-token run-the-door-offline
POST /api/access/scan read-the-scanner-screen, use-your-membership-card-at-the-bar, resell-a-ticket-you-cant-use, buy-a-resale-ticket, get-through-the-door, scan-guests-at-the-door
POST /api/access/scan/batch run-the-door-offline
POST /api/admin/credit/users/{user_id}/kyc/revoke process-a-payout-run
POST /api/admin/data/{table}/delete delete-rows-safely
POST /api/admin/data/{table}/rows/{pk}/restore delete-rows-safely
POST /api/admin/events/{event_id}/refund-all refund-a-ticket-or-order
POST /api/admin/ledger/adjustments post-a-house-credit-adjustment, read-your-credit-statement
POST /api/admin/orders/{order_id}/refunds refund-a-ticket-or-order
POST /api/admin/payouts/{payout_id}/process process-a-payout-run, get-paid-your-host-royalty
POST /api/admin/resale/events/{event_id}/lock open-or-close-the-exchange
POST /api/admin/tab-settlements/run run-the-vip-tab-settlement, use-and-settle-your-vip-tab
POST /api/admin/tab-settlements/{settlement_id}/retry run-the-vip-tab-settlement
POST /api/admin/tab-settlements/{settlement_id}/waive run-the-vip-tab-settlement
POST /api/annotations leave-feedback-on-the-app, run-the-feedback-backlog, preview-the-site-as-a-guest
POST /api/annotations/mode leave-feedback-on-the-app
POST /api/cart/items hold-a-checkout-reservation, buy-a-ticket
POST /api/checkout hold-a-checkout-reservation, buy-a-ticket
POST /api/contracts/rider-versions/{template_id}/approve author-a-rider-so-a-host-can-ask-for-it
POST /api/contracts/rider-versions/{template_id}/reject author-a-rider-so-a-host-can-ask-for-it
POST /api/contracts/rider-versions/{template_id}/submit author-a-rider-so-a-host-can-ask-for-it
POST /api/contracts/riders/{rider_key}/promote author-a-rider-so-a-host-can-ask-for-it
POST /api/credit/kyc process-a-payout-run, get-paid-your-host-royalty
POST /api/credit/payouts process-a-payout-run, get-paid-your-host-royalty
POST /api/credit/topup top-up-your-house-credit, understand-your-credit-and-the-exchange
POST /api/events/{event_id}/capacity-override set-up-a-venue-and-its-door-zones
POST /api/events/{event_id}/reservations hold-a-checkout-reservation
POST /api/events/{event_id}/tiers get-into-a-member-only-drop, understand-your-events-tiers-and-releases
POST /api/events/{event_id}/transition monitor-live-sales-on-the-night, understand-your-events-tiers-and-releases, create-and-launch-an-event
POST /api/events/{event_id}/zones set-up-a-venue-and-its-door-zones
POST /api/events/{event_id}/zones/{zone_ref}/activate set-up-a-venue-and-its-door-zones
POST /api/events/{event_id}/zones/{zone_ref}/retire set-up-a-venue-and-its-door-zones
POST /api/guestlist/buckets/{bucket_id}/entries allocate-comps-to-a-promoter, invite-a-guest-and-track-plus-ones
POST /api/guestlist/claim/{token} claim-your-comp-invite, invite-a-guest-and-track-plus-ones
POST /api/guestlist/claim/{token}/plus-ones claim-your-comp-invite
POST /api/guestlist/door/{event_id}/entries/{entry_id}/checkin check-in-a-guest-from-the-list, claim-your-comp-invite, invite-a-guest-and-track-plus-ones, scan-guests-at-the-door
POST /api/guestlist/door/{event_id}/entries/{entry_id}/issue-and-checkin check-in-a-guest-from-the-list
POST /api/guestlist/door/{event_id}/override issue-a-vip-walk-in-override
POST /api/guestlist/entries/{entry_id}/resend revoke-a-comp, invite-a-guest-and-track-plus-ones
POST /api/guestlist/entries/{entry_id}/revoke revoke-a-comp, invite-a-guest-and-track-plus-ones
POST /api/guestlist/events/{event_id}/buckets allocate-comps-to-a-promoter, invite-a-guest-and-track-plus-ones
POST /api/guestlist/my/entries/{entry_id}/claim claim-your-comp-invite
POST /api/intake/applications/{app_id}/approve fast-track-from-telegram, respond-to-a-request-for-more-information, create-and-launch-an-event, approve-a-host-application
POST /api/intake/applications/{app_id}/author-rider author-a-rider-so-a-host-can-ask-for-it
POST /api/intake/applications/{app_id}/convert convert-an-application-into-an-event, get-your-host-account-and-event-access, create-and-launch-an-event
POST /api/intake/applications/{app_id}/decline fast-track-from-telegram
POST /api/intake/applications/{app_id}/notes fast-track-from-telegram
POST /api/intake/applications/{app_id}/recompute-viability fast-track-from-telegram
POST /api/intake/applications/{app_id}/request-info respond-to-a-request-for-more-information, approve-a-host-application
POST /api/intake/public/applications apply-to-host-an-event, re-apply-with-autofill, author-a-rider-so-a-host-can-ask-for-it, build-your-run-of-show-backwards, create-and-launch-an-event, run-the-staff-channel-on-live-telegram
POST /api/intake/public/prefill/start re-apply-with-autofill
POST /api/intake/public/prefill/verify re-apply-with-autofill
POST /api/intake/public/rider-requests author-a-rider-so-a-host-can-ask-for-it
POST /api/intake/public/timeline/preview build-your-run-of-show-backwards
POST /api/intake/rider-requests/{request_id}/author author-a-rider-so-a-host-can-ask-for-it
POST /api/intake/rider-requests/{request_id}/decline author-a-rider-so-a-host-can-ask-for-it
POST /api/intake/rider-requests/{request_id}/triage author-a-rider-so-a-host-can-ask-for-it
POST /api/marketing/events/{event_id}/rules build-a-trigger-rule, configure-marketing-channels-and-rules
POST /api/marketing/posts compose-and-publish-a-social-post
POST /api/marketing/posts/{post_id}/cancel compose-and-publish-a-social-post
POST /api/marketing/posts/{post_id}/retry compose-and-publish-a-social-post
POST /api/orders/{order_id}/cancel hold-a-checkout-reservation, self-cancel-a-ticket
POST /api/orders/{order_id}/pay hold-a-checkout-reservation, pay-with-house-credit, buy-a-ticket
POST /api/rbac/groups build-a-role-from-capabilities
POST /api/rbac/tiers/reorder build-a-role-from-capabilities
POST /api/rbac/users/{user_id}/deactivate deactivate-a-user
POST /api/rbac/users/{user_id}/groups grant-and-revoke-roles, build-a-role-from-capabilities, get-your-host-account-and-event-access
POST /api/rbac/users/{user_id}/groups/{grant_id}/revoke grant-and-revoke-roles
POST /api/rbac/users/{user_id}/reactivate deactivate-a-user
POST /api/rbac/users/{user_id}/sessions/revoke-all deactivate-a-user
POST /api/record/devices keep-the-permanent-event-record
POST /api/record/devices/{device_id}/rotate-token keep-the-permanent-event-record
POST /api/record/ingest keep-the-permanent-event-record
POST /api/record/metrics keep-the-permanent-event-record
POST /api/records/{event_id}/amendments keep-the-permanent-event-record
POST /api/records/{event_id}/measurements keep-the-permanent-event-record
POST /api/records/{event_id}/measurements/import keep-the-permanent-event-record
POST /api/records/{event_id}/open keep-the-permanent-event-record
POST /api/records/{event_id}/seal keep-the-permanent-event-record
POST /api/resale/listings resell-a-ticket-you-cant-use
POST /api/resale/listings/{listing_id}/purchase buy-a-resale-ticket
POST /api/tax/packages/{package_id}/approve run-the-quarterly-tax-filing
POST /api/tax/packages/{package_id}/retry-mail approve-a-filing-from-telegram
POST /api/tax/packages/{package_id}/send-approval approve-a-filing-from-telegram, run-the-quarterly-tax-filing
POST /api/tax/periods/{period_id}/regenerate reconcile-tax-accruals
POST /api/tax/rates maintain-the-tax-rate-matrix
POST /api/telegram/test-send run-the-staff-channel-on-live-telegram
POST /api/telegram/webhook/delete run-the-staff-channel-on-live-telegram
POST /api/telegram/webhook/register run-the-staff-channel-on-live-telegram
POST /api/venues/{venue_id}/archive set-up-a-venue-and-its-door-zones
POST /api/venues/{venue_id}/default set-up-a-venue-and-its-door-zones
POST /api/venues/{venue_id}/layout draw-a-venue-map
POST /api/venues/{venue_id}/shapes draw-a-venue-map
POST /api/venues/{venue_id}/zones set-up-a-venue-and-its-door-zones
POST /api/venues/{venue_id}/zones/{zone_id}/attach set-up-a-venue-and-its-door-zones
POST /auth/login get-your-host-account-and-event-access
POST /auth/password manage-your-account-and-sessions
POST /auth/register create-your-member-account, buy-a-ticket
POST /auth/sessions/{session_id}/revoke manage-your-account-and-sessions
POST /contracts/{contract_id}/countersign sign-and-countersign-a-contract, create-and-launch-an-event
POST /contracts/{contract_id}/lock review-the-riders-approval-created, sign-and-countersign-a-contract, create-and-launch-an-event
POST /contracts/{contract_id}/resync-riders review-the-riders-approval-created
POST /debug/access/simulate-scan diagnose-a-red-scan
POST /debug/adminsuite/sandbox/seed delete-rows-safely
POST /debug/adminsuite/sql edit-any-row-with-admin-crud
POST /debug/clock use-the-debug-console
POST /debug/db/reset use-the-debug-console
POST /debug/events/tiers/{tier_id}/force-cascade get-into-a-member-only-drop, understand-your-events-tiers-and-releases
POST /debug/guestlist/reset-override-cap/{event_id} issue-a-vip-walk-in-override
POST /debug/intake/press-button fast-track-from-telegram
POST /debug/intake/resend-telegram fast-track-from-telegram
POST /debug/ledger/attempt-mutation post-a-house-credit-adjustment
POST /debug/ledger/promote-payouts process-a-payout-run
POST /debug/ledger/run-tab-settlement script-a-mock-failure, run-the-vip-tab-settlement
POST /debug/ledger/simulate-ach process-a-payout-run
POST /debug/marketing/posts/{post_id}/force-publish compose-and-publish-a-social-post
POST /debug/marketing/rules/{rule_id}/force-fire build-a-trigger-rule, configure-marketing-channels-and-rules
POST /debug/marketing/rules/{rule_id}/reset build-a-trigger-rule, configure-marketing-channels-and-rules
POST /debug/marketing/simulate-click trace-a-click-to-revenue, report-marketing-attribution
POST /debug/marketing/simulate-conversion trace-a-click-to-revenue, report-marketing-attribution
POST /debug/marketing/tick build-a-trigger-rule, configure-marketing-channels-and-rules
POST /debug/mock-behaviors script-a-mock-failure
POST /debug/payments/expire-holds hold-a-checkout-reservation
POST /debug/qa/invariants/run run-the-qa-invariant-sweep, process-a-payout-run, reconcile-tax-accruals
POST /debug/rbac/simulate build-a-role-from-capabilities
POST /debug/scheduler/tick use-the-debug-console
POST /debug/tax/replay-telegram-callback approve-a-filing-from-telegram
POST /debug/tax/run-scheduler run-the-quarterly-tax-filing
POST /debug/tax/seed-accruals reconcile-tax-accruals
POST /debug/webhooks/simulate script-a-mock-failure
POST /debug/webhooks/{webhook_id}/replay script-a-mock-failure
POST /preview/enter preview-the-site-as-a-guest
POST /preview/exit preview-the-site-as-a-guest
POST /resale/listings/{listing_id}/delist resell-a-ticket-you-cant-use
POST /resale/sell/{ticket_id} resell-a-ticket-you-cant-use
POST /sign/{token} sign-and-countersign-a-contract, create-and-launch-an-event
POST /webhooks/telegram run-the-staff-channel-on-live-telegram
POST /webhooks/telegram/tax approve-a-filing-from-telegram
PUT /api/admin/credit/users/{user_id}/tab post-a-house-credit-adjustment, run-the-vip-tab-settlement, use-your-membership-card-at-the-bar, use-and-settle-your-vip-tab
PUT /api/admin/events/{event_id}/refund-policy refund-a-ticket-or-order, self-cancel-a-ticket
PUT /api/admin/resale/events/{event_id}/config open-or-close-the-exchange, resell-a-ticket-you-cant-use, get-paid-your-host-royalty
PUT /api/admin/resale/tiers/{tier_id}/mode open-or-close-the-exchange
PUT /api/intake/public/applications/{app_id} respond-to-a-request-for-more-information, build-your-run-of-show-backwards, approve-a-host-application
PUT /api/intake/settings apply-to-host-an-event
PUT /api/rbac/groups/{group_name}/zones map-groups-to-door-zones, build-a-role-from-capabilities
PUT /api/rbac/groups/{slug}/capabilities build-a-role-from-capabilities
PUT /api/rbac/groups/{slug}/implications build-a-role-from-capabilities
PUT /api/rbac/tiers/{slug}/benefits build-a-role-from-capabilities
PUT /api/tax/packages/{package_id}/allocations approve-a-filing-from-telegram, run-the-quarterly-tax-filing
PUT /api/tiers/{tier_id}/zones understand-your-events-tiers-and-releases
PUT /debug/settings/{key} use-the-debug-console

Appendix C — Demo accounts

Practice logins on the demo/test data set only. These render only outside production and only while training.show_demo_accounts is on.

PersonaEmailPasswordNote
Membermember@club.testmember123 A registered customer: buys, holds tickets, house credit and resale listings.
VIP Membervip@club.testvip123 A member with a house tab and Zone B access. Implies everything a member can do.
Host / Promoterhost@club.testhost123 An outside promoter running an event at the venue. Scoped to that one event.
Door Staffdoor@club.testdoor123 Works the door: scans credentials, searches the guest list, checks people in.
Venue Managermanager@club.testmanager123 Runs the floor and the calendar: intake review, live sales, the door, marketing.
Adminadmin@club.testadmin123 Owns money, identity and configuration. Implies every other group.