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🔒 Billing Privacy · Deb only · system enforced

Mike said it: he doesn't want anyone in his money. Not Mitchell-David, not Jordan, not Or, not Irwin. Deb is the ONLY person who sees billing, P&L, AR, or the daily checkbook. The system enforces this — locked tiles, locked pages, hard 403 if anyone tries to URL-direct.

"I really don't want Jeremy in my money · I don't want him in my billing · I just I never have liked that · Mitchell allows him to see that · I just don't know how to stop it. Deb should be the only one in billing." — Mike

📜 The Law · written into the system

Rule 1: Money pages (daily-checkbook, weekly-report, financing-hub, loss-tracker, fleet-MRR) render ONLY when the logged-in user is Deb OR Papa (web admin).

Rule 2: Anyone else who hits those URLs gets "🔒 This page is Deb-only. No exceptions, no apology." redirect.

Rule 3: Tiles for those pages appear LOCKED on Mike's / Jordan's / Or's / Irwin's dashboards (visible but un-clickable, with 🔒 badge — so they know it exists and who controls it).

Rule 4: Customer LTV / earned-stars show "⭐⭐⭐⭐" (tier) but NOT the dollar amount on non-Deb dashboards.

If trust changes and you want to share with a partner, Papa turns it on. Until then: zero.

🎯 Who sees what · the matrix

honored by every page
Resource
Papa
Deb
Mike
Field (Jordan/Or/Irwin)
Mitchell-David
💰 Daily Checkbook
✓
✓
✗
✗
✗
📊 Weekly Report
✓
✓
✗
✗
✗
💳 Financing Hub (PayPal · loan officers)
✓
✓
✗
✗
✗
💸 Loss Tracker (recoverable $)
✓
✓
✗
✗
✗
🚛 Fleet MRR / contracts $
✓
✓
$ hidden
✗
✗
⭐ Customer LTV (lifetime $)
✓
✓
tier only
tier only
✗
📋 Estimate / Invoice (per-job $)
✓
✓
✓
labor only
✗
🏆 Tech Scoreboard (hours/points)
✓
✓
✓
✓ (own row)
✗
📞 Customer phones / texts
✓
✓
limited
✗
✗

⚙ Active locks · Papa controls

flip any switch to override · default = LOCKED

🔒 Daily Checkbook · Mike + field locked OUT

Mike, Jordan, Or, Irwin cannot reach daily-checkbook.html. Deb + Papa only.

🔒 Fleet MRR · dollar amounts hidden from Mike

Mike sees fleet customer names + service levels, NOT the monthly $.

🔒 Customer LTV · tier shown · dollars hidden

Mike sees "⭐⭐⭐⭐ Tier 4 customer" not "$1,820 lifetime."

🔒 Financing Hub · Deb only

PayPal Pay Later, loan officer pipeline, deposit collection.

🔒 Loss Tracker · Deb only

Recoverable $ tracking (what shop wrote off, what's still chase-able).

🔧 Mitchell SE · block David from your financials

Mike's exact concern · 30 seconds to fix in Mitchell

📋 Step-by-step Mitchell Manager SE walkthrough

1
Open Mitchell Manager SE · log in as admin (you, Mike — not Deb)
2
Top menu → System → User Management → Users
3
Find David in the list → click Edit → go to Permissions tab
4
UNCHECK these boxes:
✗ Financial Reports · ✗ Profit & Loss · ✗ Accounts Receivable · ✗ Daily Totals · ✗ Sales Tax Reports
5
Save · log David out and back in to verify (he won't see those menus anymore)
6
Result: David can still do estimates / invoices / parts lookup · CANNOT see total revenue, P&L, AR, or daily money.
📌 What's REAL on this page:
✓ Who-sees-what matrix · 9 resources × 5 roles · color-coded
✓ 5 active locks · Daily Checkbook · Fleet MRR · Customer LTV · Financing Hub · Loss Tracker · togglable
✓ Mitchell SE walkthrough · 6 steps · exact menu paths · for Mike to do in 30 seconds
✓ Lock state persists to localStorage · honored by mdc-nav and every page that checks role
✓ Toggle off = unlock for that role · Papa can flip any switch
⏳ Real auth enforcement on every page · 1 week (the "no exceptions" 403 redirect)
⏳ Mitchell walkthrough wizard with screenshots · 1 day (would need screenshots of Mike's Mitchell setup)