poduck/smoothschedule
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

feat: Add comprehensive plugin documentation and advanced template system

Browse Source 
Added complete plugin documentation with visual mockups and expanded template
variable system with CONTEXT, DATE helpers, and default values.

Backend Changes:
- Extended template_parser.py to support all new template types
- Added PROMPT with default values: {{PROMPT:var|desc|default}}
- Added CONTEXT variables: {{CONTEXT:business_name}}, {{CONTEXT:owner_email}}
- Added DATE helpers: {{DATE:today}}, {{DATE:+7d}}, {{DATE:monday}}
- Implemented date expression evaluation for relative dates
- Updated compile_template to handle all template types
- Added context parameter for business data auto-fill

Frontend Changes:
- Created comprehensive HelpPluginDocs.tsx with Stripe-style API docs
- Added visual mockup of plugin configuration form
- Documented all template types with examples and benefits
- Added Command Reference section with allowed/blocked Python commands
- Documented all HTTP methods (GET, POST, PUT, PATCH, DELETE)
- Added URL whitelisting requirements and approval process
- Created Platform Staff management page with edit modal
- Added can_approve_plugins and can_whitelist_urls permissions

Platform Staff Features:
- List all platform_manager and platform_support users
- Edit user details with role-based permissions
- Superusers can edit anyone
- Platform managers can only edit platform_support users
- Permission cascade: users can only grant permissions they have
- Real-time updates via React Query cache invalidation

Documentation Highlights:
- 4 template types: PROMPT, CONTEXT, DATE, and automatic validation
- Visual form mockup showing exactly what users see
- All allowed control flow (if/elif/else, for, while, try/except, etc.)
- All allowed built-in functions (len, range, min, max, etc.)
- All blocked operations (import, exec, eval, class/function defs)
- Complete HTTP API reference with examples
- URL whitelisting process: contact pluginaccess@smoothschedule.com

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
This commit is contained in:
poduck
2025-11-28 20:54:07 -05:00
parent a9719a5fd2
commit 3fef0d5749
46 changed files with 8883 additions and 555 deletions
Download Patch File Download Diff File Expand all files Collapse all files

4
frontend/test-results/.last-run.json
View File

@@ -1,6 +1,8 @@
{
"status": "failed",
"failedTests": [
"4ccd3b6df344f024c4e8-470435a1aee1bc432b30"
"590ad8d7fc7ae2069797-2afcd486fa868ee7fcc3",
"590ad8d7fc7ae2069797-90df2b140e1ff4bac88e",
"590ad8d7fc7ae2069797-def5944da7e0860b9fef"
]
}

BIN
frontend/test-results/before-scheduler-click.png
View File

Binary file not shown.
Side by Side

Before

Width:  |  Height:  |  Size: 103 KiB

268
frontend/test-results/month-overlay-scroll-Month-36f33-verlay-scrolls-horizontally-chromium/error-context.md
View File

@@ -1,268 +0,0 @@
# Page snapshot
```yaml
- generic [ref=e1]:
- generic [ref=e3]:
- generic [ref=e5]:
- button "Collapse sidebar" [ref=e6]:
- generic [ref=e7]: DE
- generic [ref=e8]:
- heading "Demo Company" [level=1] [ref=e9]
- paragraph [ref=e10]: demo.smoothschedule.com
- navigation [ref=e11]:
- link "Dashboard" [ref=e12] [cursor=pointer]:
- /url: "#/"
- img [ref=e13]
- generic [ref=e18]: Dashboard
- link "Scheduler" [ref=e19] [cursor=pointer]:
- /url: "#/scheduler"
- img [ref=e20]
- generic [ref=e22]: Scheduler
- link "Customers" [ref=e23] [cursor=pointer]:
- /url: "#/customers"
- img [ref=e24]
- generic [ref=e29]: Customers
- link "Services" [ref=e30] [cursor=pointer]:
- /url: "#/services"
- img [ref=e31]
- generic [ref=e34]: Services
- link "Resources" [ref=e35] [cursor=pointer]:
- /url: "#/resources"
- img [ref=e36]
- generic [ref=e39]: Resources
- generic "Payments are disabled. Enable them in Business Settings to accept payments from customers." [ref=e40]:
- img [ref=e41]
- generic [ref=e43]: Payments
- link "Messages" [ref=e44] [cursor=pointer]:
- /url: "#/messages"
- img [ref=e45]
- generic [ref=e47]: Messages
- link "Staff" [ref=e48] [cursor=pointer]:
- /url: "#/staff"
- img [ref=e49]
- generic [ref=e54]: Staff
- link "Business Settings" [ref=e56] [cursor=pointer]:
- /url: "#/settings"
- img [ref=e57]
- generic [ref=e60]: Business Settings
- generic [ref=e61]:
- generic [ref=e62]:
- img [ref=e63]
- generic [ref=e69]:
- generic [ref=e70]: Powered by
- text: Smooth Schedule
- button "Sign Out" [ref=e71]:
- img [ref=e72]
- generic [ref=e75]: Sign Out
- generic [ref=e76]:
- banner [ref=e77]:
- generic [ref=e79]:
- img [ref=e81]
- textbox "Search" [ref=e84]
- generic [ref=e85]:
- button "🇺🇸 English" [ref=e87]:
- img [ref=e88]
- generic [ref=e91]: 🇺🇸
- generic [ref=e92]: English
- img [ref=e93]
- button [ref=e95]:
- img [ref=e96]
- button [ref=e98]:
- img [ref=e99]
- button "Business Owner Owner BO" [ref=e104]:
- generic [ref=e105]:
- paragraph [ref=e106]: Business Owner
- paragraph [ref=e107]: Owner
- generic [ref=e108]: BO
- img [ref=e109]
- main [active] [ref=e111]:
- generic [ref=e112]:
- generic [ref=e113]:
- heading "Dashboard" [level=2] [ref=e114]
- paragraph [ref=e115]: Today's Overview
- generic [ref=e116]:
- generic [ref=e117]:
- paragraph [ref=e118]: Total Appointments
- generic [ref=e119]:
- generic [ref=e120]: "50"
- generic [ref=e121]:
- img [ref=e122]
- text: +12%
- generic [ref=e125]:
- paragraph [ref=e126]: Customers
- generic [ref=e127]:
- generic [ref=e128]: "1"
- generic [ref=e129]:
- img [ref=e130]
- text: +8%
- generic [ref=e133]:
- paragraph [ref=e134]: Services
- generic [ref=e135]:
- generic [ref=e136]: "5"
- generic [ref=e137]:
- img [ref=e138]
- text: 0%
- generic [ref=e139]:
- paragraph [ref=e140]: Resources
- generic [ref=e141]:
- generic [ref=e142]: "4"
- generic [ref=e143]:
- img [ref=e144]
- text: +3%
- generic [ref=e147]:
- generic [ref=e149]:
- generic [ref=e150]:
- img [ref=e152]
- heading "Quick Add Appointment" [level=3] [ref=e154]
- generic [ref=e155]:
- generic [ref=e156]:
- generic [ref=e157]:
- img [ref=e158]
- text: Customer
- combobox [ref=e161]:
- option "Walk-in / No customer" [selected]
- option "Customer User (customer@demo.com)"
- generic [ref=e162]:
- generic [ref=e163]:
- img [ref=e164]
- text: Service *
- combobox [ref=e167]:
- option "Select service..." [selected]
- option "Beard Trim (15 min - $15)"
- option "Consultation (30 min - $0)"
- option "Full Styling (60 min - $75)"
- option "Hair Coloring (90 min - $120)"
- option "Haircut (30 min - $35)"
- generic [ref=e168]:
- generic [ref=e169]:
- img [ref=e170]
- text: Resource
- combobox [ref=e173]:
- option "Unassigned" [selected]
- option "Conference Room A"
- option "Dental Chair 1"
- option "Meeting Room B"
- option "Meeting Room B"
- generic [ref=e174]:
- generic [ref=e175]:
- generic [ref=e176]: Date *
- textbox [ref=e177]: 2025-11-27
- generic [ref=e178]:
- generic [ref=e179]:
- img [ref=e180]
- text: Time *
- combobox [ref=e183]:
- option "06:00"
- option "06:15"
- option "06:30"
- option "06:45"
- option "07:00"
- option "07:15"
- option "07:30"
- option "07:45"
- option "08:00"
- option "08:15"
- option "08:30"
- option "08:45"
- option "09:00" [selected]
- option "09:15"
- option "09:30"
- option "09:45"
- option "10:00"
- option "10:15"
- option "10:30"
- option "10:45"
- option "11:00"
- option "11:15"
- option "11:30"
- option "11:45"
- option "12:00"
- option "12:15"
- option "12:30"
- option "12:45"
- option "13:00"
- option "13:15"
- option "13:30"
- option "13:45"
- option "14:00"
- option "14:15"
- option "14:30"
- option "14:45"
- option "15:00"
- option "15:15"
- option "15:30"
- option "15:45"
- option "16:00"
- option "16:15"
- option "16:30"
- option "16:45"
- option "17:00"
- option "17:15"
- option "17:30"
- option "17:45"
- option "18:00"
- option "18:15"
- option "18:30"
- option "18:45"
- option "19:00"
- option "19:15"
- option "19:30"
- option "19:45"
- option "20:00"
- option "20:15"
- option "20:30"
- option "20:45"
- option "21:00"
- option "21:15"
- option "21:30"
- option "21:45"
- option "22:00"
- option "22:15"
- option "22:30"
- option "22:45"
- generic [ref=e184]:
- generic [ref=e185]:
- img [ref=e186]
- text: Notes
- textbox "Optional notes..." [ref=e189]
- button "Add Appointment" [disabled] [ref=e190]:
- img [ref=e191]
- text: Add Appointment
- generic [ref=e193]:
- heading "Total Revenue" [level=3] [ref=e194]
- application [ref=e198]:
- generic [ref=e202]:
- generic [ref=e203]:
- generic [ref=e205]: Mon
- generic [ref=e207]: Tue
- generic [ref=e209]: Wed
- generic [ref=e211]: Thu
- generic [ref=e213]: Fri
- generic [ref=e215]: Sat
- generic [ref=e217]: Sun
- generic [ref=e218]:
- generic [ref=e220]: $0
- generic [ref=e222]: $1
- generic [ref=e224]: $2
- generic [ref=e226]: $3
- generic [ref=e228]: $4
- generic [ref=e229]:
- heading "Upcoming Appointments" [level=3] [ref=e230]
- application [ref=e234]:
- generic [ref=e250]:
- generic [ref=e251]:
- generic [ref=e253]: Mon
- generic [ref=e255]: Tue
- generic [ref=e257]: Wed
- generic [ref=e259]: Thu
- generic [ref=e261]: Fri
- generic [ref=e263]: Sat
- generic [ref=e265]: Sun
- generic [ref=e266]:
- generic [ref=e268]: "0"
- generic [ref=e270]: "3"
- generic [ref=e272]: "6"
- generic [ref=e274]: "9"
- generic [ref=e276]: "12"
- generic [ref=e277]: "0"
```

BIN
frontend/test-results/month-overlay-scroll-Month-36f33-verlay-scrolls-horizontally-chromium/test-failed-1.png
View File

Binary file not shown.
Side by Side

Before

Width:  |  Height:  |  Size: 103 KiB

84
frontend/test-results/platform-staff-debug-Debug-Platform-Staff-Edit-Button-chromium/error-context.md Normal file
View File

@@ -0,0 +1,84 @@
# Page snapshot
```yaml
- generic [ref=e3]:
- generic [ref=e7]:
- generic [ref=e9]:
- img [ref=e10]
- generic [ref=e16]: Smooth Schedule
- generic [ref=e17]:
- heading "Orchestrate your business with precision." [level=1] [ref=e18]
- paragraph [ref=e19]: The all-in-one scheduling platform for businesses of all sizes. Manage resources, staff, and bookings effortlessly.
- generic [ref=e24]: © 2025 Smooth Schedule Inc.
- generic [ref=e26]:
- generic [ref=e27]:
- heading "Welcome back" [level=2] [ref=e28]
- paragraph [ref=e29]: Please enter your details to sign in.
- generic [ref=e30]:
- generic [ref=e31]:
- generic [ref=e32]:
- generic [ref=e33]: Username
- generic [ref=e34]:
- generic:
- img
- textbox "Username" [active] [ref=e35]:
- /placeholder: Enter your username
- text: superuser
- generic [ref=e36]:
- generic [ref=e37]: Password
- generic [ref=e38]:
- generic:
- img
- textbox "Password" [ref=e39]:
- /placeholder: ••••••••
- button "Sign in" [ref=e40]:
- generic [ref=e41]:
- text: Sign in
- img [ref=e42]
- generic [ref=e49]: Or continue with
- button "🇺🇸 English" [ref=e52]:
- img [ref=e53]
- generic [ref=e56]: 🇺🇸
- generic [ref=e57]: English
- img [ref=e58]
- generic [ref=e60]:
- heading "🔓 Quick Login (Dev Only)" [level=3] [ref=e62]:
- generic [ref=e63]: 🔓
- generic [ref=e64]: Quick Login (Dev Only)
- generic [ref=e65]:
- button "Platform Superuser SUPERUSER" [ref=e66]:
- generic [ref=e67]:
- generic [ref=e68]: Platform Superuser
- generic [ref=e69]: SUPERUSER
- button "Platform Manager PLATFORM_MANAGER" [ref=e70]:
- generic [ref=e71]:
- generic [ref=e72]: Platform Manager
- generic [ref=e73]: PLATFORM_MANAGER
- button "Platform Sales PLATFORM_SALES" [ref=e74]:
- generic [ref=e75]:
- generic [ref=e76]: Platform Sales
- generic [ref=e77]: PLATFORM_SALES
- button "Platform Support PLATFORM_SUPPORT" [ref=e78]:
- generic [ref=e79]:
- generic [ref=e80]: Platform Support
- generic [ref=e81]: PLATFORM_SUPPORT
- button "Business Owner TENANT_OWNER" [ref=e82]:
- generic [ref=e83]:
- generic [ref=e84]: Business Owner
- generic [ref=e85]: TENANT_OWNER
- button "Business Manager TENANT_MANAGER" [ref=e86]:
- generic [ref=e87]:
- generic [ref=e88]: Business Manager
- generic [ref=e89]: TENANT_MANAGER
- button "Staff Member TENANT_STAFF" [ref=e90]:
- generic [ref=e91]:
- generic [ref=e92]: Staff Member
- generic [ref=e93]: TENANT_STAFF
- button "Customer CUSTOMER" [ref=e94]:
- generic [ref=e95]:
- generic [ref=e96]: Customer
- generic [ref=e97]: CUSTOMER
- generic [ref=e98]:
- text: "Password for all:"
- code [ref=e99]: test123
```

BIN
frontend/test-results/platform-staff-debug-Debug-Platform-Staff-Edit-Button-chromium/test-failed-1.png Normal file
View File

Binary file not shown.
Side by Side

After

Width:  |  Height:  |  Size: 449 KiB

84
frontend/test-results/platform-staff-debug-Debug-Platform-Staff-Edit-Button-firefox/error-context.md Normal file
View File

@@ -0,0 +1,84 @@
# Page snapshot
```yaml
- generic [ref=e3]:
- generic [ref=e7]:
- generic [ref=e9]:
- img [ref=e10]
- generic [ref=e16]: Smooth Schedule
- generic [ref=e17]:
- heading "Orchestrate your business with precision." [level=1] [ref=e18]
- paragraph [ref=e19]: The all-in-one scheduling platform for businesses of all sizes. Manage resources, staff, and bookings effortlessly.
- generic [ref=e24]: © 2025 Smooth Schedule Inc.
- generic [ref=e26]:
- generic [ref=e27]:
- heading "Welcome back" [level=2] [ref=e28]
- paragraph [ref=e29]: Please enter your details to sign in.
- generic [ref=e30]:
- generic [ref=e31]:
- generic [ref=e32]:
- generic [ref=e33]: Username
- generic [ref=e34]:
- generic:
- img
- textbox "Username" [active] [ref=e35]:
- /placeholder: Enter your username
- text: superuser
- generic [ref=e36]:
- generic [ref=e37]: Password
- generic [ref=e38]:
- generic:
- img
- textbox "Password" [ref=e39]:
- /placeholder: ••••••••
- button "Sign in" [ref=e40]:
- generic [ref=e41]:
- text: Sign in
- img [ref=e42]
- generic [ref=e50]: Or continue with
- button "🇺🇸 English" [ref=e53]:
- img [ref=e54]
- generic [ref=e58]: 🇺🇸
- generic [ref=e59]: English
- img [ref=e60]
- generic [ref=e62]:
- heading "🔓 Quick Login (Dev Only)" [level=3] [ref=e64]:
- generic [ref=e65]: 🔓
- generic [ref=e66]: Quick Login (Dev Only)
- generic [ref=e67]:
- button "Platform Superuser SUPERUSER" [ref=e68]:
- generic [ref=e69]:
- generic [ref=e70]: Platform Superuser
- generic [ref=e71]: SUPERUSER
- button "Platform Manager PLATFORM_MANAGER" [ref=e72]:
- generic [ref=e73]:
- generic [ref=e74]: Platform Manager
- generic [ref=e75]: PLATFORM_MANAGER
- button "Platform Sales PLATFORM_SALES" [ref=e76]:
- generic [ref=e77]:
- generic [ref=e78]: Platform Sales
- generic [ref=e79]: PLATFORM_SALES
- button "Platform Support PLATFORM_SUPPORT" [ref=e80]:
- generic [ref=e81]:
- generic [ref=e82]: Platform Support
- generic [ref=e83]: PLATFORM_SUPPORT
- button "Business Owner TENANT_OWNER" [ref=e84]:
- generic [ref=e85]:
- generic [ref=e86]: Business Owner
- generic [ref=e87]: TENANT_OWNER
- button "Business Manager TENANT_MANAGER" [ref=e88]:
- generic [ref=e89]:
- generic [ref=e90]: Business Manager
- generic [ref=e91]: TENANT_MANAGER
- button "Staff Member TENANT_STAFF" [ref=e92]:
- generic [ref=e93]:
- generic [ref=e94]: Staff Member
- generic [ref=e95]: TENANT_STAFF
- button "Customer CUSTOMER" [ref=e96]:
- generic [ref=e97]:
- generic [ref=e98]: Customer
- generic [ref=e99]: CUSTOMER
- generic [ref=e100]:
- text: "Password for all:"
- code [ref=e101]: test123
```

BIN
frontend/test-results/platform-staff-debug-Debug-Platform-Staff-Edit-Button-firefox/test-failed-1.png Normal file
View File

Binary file not shown.
Side by Side

After

Width:  |  Height:  |  Size: 603 KiB

84
frontend/test-results/platform-staff-debug-Debug-Platform-Staff-Edit-Button-webkit/error-context.md Normal file
View File

@@ -0,0 +1,84 @@
# Page snapshot
```yaml
- generic [ref=e3]:
- generic [ref=e7]:
- generic [ref=e9]:
- img [ref=e10]
- generic [ref=e16]: Smooth Schedule
- generic [ref=e17]:
- heading "Orchestrate your business with precision." [level=1] [ref=e18]
- paragraph [ref=e19]: The all-in-one scheduling platform for businesses of all sizes. Manage resources, staff, and bookings effortlessly.
- generic [ref=e24]: © 2025 Smooth Schedule Inc.
- generic [ref=e26]:
- generic [ref=e27]:
- heading "Welcome back" [level=2] [ref=e28]
- paragraph [ref=e29]: Please enter your details to sign in.
- generic [ref=e30]:
- generic [ref=e31]:
- generic [ref=e32]:
- generic [ref=e33]: Username
- generic [ref=e34]:
- generic:
- img
- textbox "Username" [active] [ref=e35]:
- /placeholder: Enter your username
- text: superuser
- generic [ref=e36]:
- generic [ref=e37]: Password
- generic [ref=e38]:
- generic:
- img
- textbox "Password" [ref=e39]:
- /placeholder: ••••••••
- button "Sign in" [ref=e40]:
- generic [ref=e41]:
- text: Sign in
- img [ref=e42]
- generic [ref=e49]: Or continue with
- button "🇺🇸 English" [ref=e52]:
- img [ref=e53]
- generic [ref=e56]: 🇺🇸
- generic [ref=e57]: English
- img [ref=e58]
- generic [ref=e60]:
- heading "🔓 Quick Login (Dev Only)" [level=3] [ref=e62]:
- generic [ref=e63]: 🔓
- generic [ref=e64]: Quick Login (Dev Only)
- generic [ref=e65]:
- button "Platform Superuser SUPERUSER" [ref=e66]:
- generic [ref=e67]:
- generic [ref=e68]: Platform Superuser
- generic [ref=e69]: SUPERUSER
- button "Platform Manager PLATFORM_MANAGER" [ref=e70]:
- generic [ref=e71]:
- generic [ref=e72]: Platform Manager
- generic [ref=e73]: PLATFORM_MANAGER
- button "Platform Sales PLATFORM_SALES" [ref=e74]:
- generic [ref=e75]:
- generic [ref=e76]: Platform Sales
- generic [ref=e77]: PLATFORM_SALES
- button "Platform Support PLATFORM_SUPPORT" [ref=e78]:
- generic [ref=e79]:
- generic [ref=e80]: Platform Support
- generic [ref=e81]: PLATFORM_SUPPORT
- button "Business Owner TENANT_OWNER" [ref=e82]:
- generic [ref=e83]:
- generic [ref=e84]: Business Owner
- generic [ref=e85]: TENANT_OWNER
- button "Business Manager TENANT_MANAGER" [ref=e86]:
- generic [ref=e87]:
- generic [ref=e88]: Business Manager
- generic [ref=e89]: TENANT_MANAGER
- button "Staff Member TENANT_STAFF" [ref=e90]:
- generic [ref=e91]:
- generic [ref=e92]: Staff Member
- generic [ref=e93]: TENANT_STAFF
- button "Customer CUSTOMER" [ref=e94]:
- generic [ref=e95]:
- generic [ref=e96]: Customer
- generic [ref=e97]: CUSTOMER
- generic [ref=e98]:
- text: "Password for all:"
- code [ref=e99]: test123
```

BIN
frontend/test-results/platform-staff-debug-Debug-Platform-Staff-Edit-Button-webkit/test-failed-1.png Normal file
View File

Binary file not shown.
Side by Side

After

Width:  |  Height:  |  Size: 1.1 MiB