Extracted from ../../foundation/roles-permissions.md.
- v0.1 — initial draft
- Three roles locked (Admin / Lead Estimator / Estimator), strictly nested
- Full capability matrix across 10 workflow areas
- v0.4 — Flag Catalog + Modifier Catalog model per Resource entity spec v0.3:
- Added “Manage Flag Catalog” and “Manage Modifier Catalog” rows to Admin & Lookups (Admin + Lead Estimator)
- Updated §5 Key gating rules to include Flag/Modifier Catalogs with Units/Categorizations as Lead-Estimator-manageable
- Same rationale as Units/Categorizations: daily curation needs, no integration linkage
- v0.3 — gap-analysis pass:
- Added concurrency note to §2 Scoping — explicit per-Item locking per BR-095
- Added “Manage Reference Rates library” row to Admin & Lookups (Admin + Lead Estimator)
- v0.2 — BR review pass (flattening):
- Per-Estimate Lead gating removed — Oxcon runs a flat structure; any Lead Estimator can Lock, Submit, Publish any Estimate. Lead Estimator field is now nominal accountability only.
- System-generated Price Books — backend-only; not visible in any UI to any role (including Admin)
- Estimators now write to Project-Specific AND External Price Books — only Internal Price Books remain gated
- Estimators get full Adjudication capability — Create / Edit / Lock / Re-open on both Price Book and Subcontract Package Adjudications
- View Users — Admin-only (was visible to all)
- Lead Estimator can now manage Units, Categorizations, Branding, Company Roles
- Admin retains Users, Roles, Codes, Content Block Definitions, Integrations, Deletions
- Open items reduced to 4 (Recipe deletion, Codes scope, Content Blocks scope, Audit logging)