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feat: Email-based whitelist for starter account creation #293

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feat: Email-based whitelist for starter account creation #293

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@benjaminshafii
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Summary

Implements an email-based whitelist system to control which users can receive starter virtual accounts. Users must be added to the whitelist by admins before they can get starter accounts.

Changes

Database

  • New starter_account_whitelist table
  • Migration generated: 0113_amused_black_bird.sql
  • Email stored lowercase with unique constraint
  • Foreign key to admins table for audit trail

Backend

  • Modified createStarterVirtualAccounts to check whitelist
  • Case-insensitive email matching
  • Graceful fallback if email not whitelisted
  • Admin TRPC procedures: list, add, remove from whitelist

Frontend

  • New Starter Whitelist tab in admin dashboard
  • Email input with validation
  • Table view with add/remove functionality
  • Optional notes field for context
  • Real-time updates

Integration

  • Email extraction from Privy (email auth, Google, etc.)
  • Updated both user registration flows
  • Comprehensive documentation in STARTER_ACCOUNT_WHITELIST.md

How to Use

Admin Flow:

  1. Navigate to /admin → Starter Whitelist tab
  2. Click Add Email → enter user's email
  3. User will now receive starter accounts on signup

User Flow:

  • No UX change - whitelisted users automatically get starter accounts
  • Non-whitelisted users proceed normally without starter accounts

Files Changed (11 files, 5,270 additions)

Key Files:

  • packages/web/src/db/schema.ts - Schema definition
  • packages/web/src/server/services/align-starter-accounts.ts - Whitelist logic
  • packages/web/src/components/admin/starter-whitelist-panel.tsx - Admin UI
  • packages/web/src/server/routers/admin-router.ts - Admin API
  • STARTER_ACCOUNT_WHITELIST.md - Full documentation

Deployment Notes

  1. Migration will run automatically on deploy
  2. Initial whitelist will be empty - add emails via admin UI
  3. No breaking changes - existing users unaffected

@benjaminshafii
feat: add email-based whitelist for starter account creation
fb90ede 
- Add starter_account_whitelist table with email, addedBy, notes
- Modify createStarterVirtualAccounts to check email whitelist before creation
- Add admin TRPC procedures: listStarterWhitelist, addToStarterWhitelist, removeFromStarterWhitelist
- Create StarterWhitelistPanel component with combobox for email selection
- Integrate whitelist tab into admin dashboard
- Pass userEmail to starter account creation flows in align-router and register-primary route
- Emails are stored lowercase and checked case-insensitively
- Only whitelisted emails can receive starter virtual accounts
@benjaminshafii
docs: add starter account whitelist documentation
15e5f3d
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vercel bot commented Oct 21, 2025 •
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Project Deployment Preview Comments Updated (UTC)
zerofinance Error Error Oct 21, 2025 5:06am
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Project Deployment Preview Comments Updated (UTC)
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2 participants

@benjaminshafii