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Restricted clients via hmis_restricted_records - #6760

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Restricted clients via hmis_restricted_records#6760
gigxz wants to merge 8 commits into
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gig/9292-restricted-records

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@gigxz

@gigxz gigxz commented Jul 23, 2026

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Merging this PR

  • use the squash-merge strategy for PRs targeting main
  • use a merge-commit or rebase strategy for PRs targeting staging and production

Description

Issue: https://github.com/open-path/Green-River/issues/9292

Adds HMIS restricted-client support: clients marked restricted are hidden unless the user has can_view_restricted_clients at an overlapping enrollment project. Uses a polymorphic hmis_restricted_records table (clients first; other types later).

  • Permissions: can_view_restricted_clients, can_mark_clients_as_restricted
  • SetClientRestricted mutation + Client.restricted / access fields
  • Docs: docs/features/hmis-restricted-records.md

Still WIP: enrollment/household/merge-candidate leak paths, CE visibility, and frontend.

Type of change

New feature

Checklist before requesting review

  • I performed a self-review of my code
  • I ran the OP review skill
  • I ran the code that is being changed under ideal conditions, and it doesn't fail
  • If adding a new endpoint / exposing data in a new way, I have:
    • ensured the API can't leak data from other data sources
    • ensured this does not introduce N+1s
    • ensured permissions and visibility checks are performed in the right places
  • Any major architectural changes are supported by an approved ADR (Architectural Decision Record)
  • I updated the documentation (or not applicable)
  • I added spec tests (or not applicable)
  • I provided testing instructions in this PR or the related issue (or not applicable)

@gigxz gigxz changed the title Restricted records Restricted clients via hmis_restricted_records Jul 23, 2026
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