Directors Management UI & Plan-Based Feature Gating

Directors Management UI

A full management interface for company directors and shareholders, following the same page architecture as contacts, invoices, and accounts.

• Directors list — view all directors at a glance with role badges (Director, Director & Shareholder), status indicators, share counts, and appointment dates.
• Add Director — full-page form with sections for role selection, basic information, shareholding details (share class, shares held), and S455 connected person relationships.
• Director detail — view and inline-edit director information, with a Director Loan Account section showing balance, transaction history, and warnings ready for Phase 3.2.
• Connected persons — track S455 relationships (spouse, civil partner, child, parent, sibling) between directors for aggregated tax exposure calculations.

Plan-Based Feature Gating

Limited company features are now hidden from sole trader accounts across three layers, ensuring a clean experience for every business type.

• Sidebar filtering — the Directors navigation item only appears for limited company accounts. Sole traders see a streamlined sidebar without features that don’t apply to them.
• Route guard — direct URL access to directors pages redirects sole traders to the dashboard silently, preventing confusion from bookmark or shared links.
• API enrichment — the authentication endpoint now returns organisation plan information, enabling the frontend to make plan-aware decisions without additional requests.

Improvements

• Navigation architecture — sidebar navigation is now plan-aware with a filtering system that scales to future plan-restricted features without additional infrastructure.