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added 12 commits
December 22, 2025 15:07
- Add comprehensive rental-portal.md covering all portal features - Document account maintenance fee, GPU node rentals, cost allocations - Add Rental Manager and Billing Manager guides with example scenarios - Add Invoice Reporting documentation with override types and finalization workflow - Add REST API section with token authentication and endpoint documentation - Update mkdocs.yml with Rental Portal navigation entry
Show which roles can access restricted portal pages and API endpoints in the Quick Reference section.
Document the owner and title filters available on invoice report pages for Billing Managers to filter displayed entries.
- Add Home2 Dashboard section with summary cards description - Document My Reservations page for viewing all user reservations - Update maintenance fee billing project requirements (now requires approved cost allocation) - Add member removal notes feature for audit trail - Add Activity Log section for Rental/Billing Managers - Update Quick Reference with new URLs and API endpoints
- Document username autocomplete when adding members - Document Account Maintenance column in member list
Update documentation to accurately explain: - The maintenance fee is a recurring monthly charge - Paid tiers (Basic/Advanced) enable rental services - Base ORCD services are available to all researchers
New features documented: - Reservation Detail page with ID links from all listings - Project Reservations page accessible from project detail - Project List with Accounts and Billing status columns - My Billing dashboard card now shows approved projects - Auto-activation of newly created projects - Maintenance fee warning on My Reservations page Updated Quick Reference with new URLs.
- Update rental-portal.md with 'Confirmed' terminology for reservations - 'Upcoming: Approved reservations' → 'Upcoming: Confirmed reservations' - 'Approved or Declined' → 'Confirmed or Declined' - Status list updated to use 'Confirmed' instead of 'Approved' - Cost allocation 'Approved' references unchanged
Terminology updates: - Cost allocation status: "Approved" → "Verified" throughout - Reservation approval: "Approve" → "Confirm Rental" button New features documented: - Subscription requirement for making reservations - Dashboard alert for users with inactive subscription - Financial Admin exception (no subscription needed for billing role) - Rental Manager: Request Date and Processed By columns - Rental Manager: Sortable/filterable tables with DataTables - Reservation detail now shows which manager processed it
- Add Create Project and Project Archive to Quick Reference URLs - Update Financial Admin description: "Manages billing, cost allocations, and members"
New section documenting the Rate Manager feature: - Rate Manager Guide with SKU types and billing units - Setting rates and viewing rate history - Creating custom QoS SKUs - Added Rate category to Activity Log - Added Rate Manager URLs to Quick Reference
New features documented: - Current Rates section for all users with rate categories - Rates link in navigation menu - Dynamic filtering by category and specifications - Upcoming rate change badges - Rate Manager visibility toggles for managing public SKUs - Current Rates and Rate Detail URLs in Quick Reference
christophernhill
added
work in progress
do not merge
Change all references from https://orcd-rental.mit.edu to https://test.rentals.mit-orcd.org for testing phase.
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Testing first draft - not for merging.
https://mit-orcd.github.io/orcd-docs-previews/PR/PR162