Commit Graph

50 Commits

Author SHA1 Message Date
poduck
18eeda62e8 Add staff email client with WebSocket real-time updates
Implements a complete email client for platform staff members:

Backend:
- Add routing_mode field to PlatformEmailAddress (PLATFORM/STAFF)
- Create staff_email app with models for folders, emails, attachments, labels
- IMAP service for fetching emails with folder mapping
- SMTP service for sending emails with attachment support
- Celery tasks for periodic sync and full sync operations
- WebSocket consumer for real-time notifications
- Comprehensive API viewsets with filtering and actions

Frontend:
- Thunderbird-style three-pane email interface
- Multi-account support with drag-and-drop ordering
- Email composer with rich text editor
- Email viewer with thread support
- Real-time WebSocket updates for new emails and sync status
- 94 unit tests covering models, serializers, views, services, and consumers

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

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-21 23:40:27 -05:00
poduck
f8d8419622 Improve deployment process and add login redirect logic
Deployment improvements:
- Add template env files (.envs.example/) for documentation
- Create init-production.sh for one-time server setup
- Create build-activepieces.sh for building/deploying AP image
- Update deploy.sh with --deploy-ap flag
- Make custom-pieces-metadata.sql idempotent
- Update DEPLOYMENT.md with comprehensive instructions

Frontend:
- Redirect logged-in business owners from root domain to tenant dashboard
- Redirect logged-in users from /login to /dashboard on their tenant
- Log out customers on wrong subdomain instead of redirecting

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

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-20 23:13:56 -05:00
poduck
07f49cb457 Clear session and show login when non-platform users access platform subdomain
Instead of redirecting business users to their business subdomain when
they access the platform subdomain, clear their session and show the
platform login page. This is cleaner when masquerading changes tokens
to a tenant user - they can simply log back in as a platform user.

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

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-20 12:02:16 -05:00
poduck
a8d176b4ec Fix: Redirect business users from platform subdomain to their business subdomain
When a business user (owner, staff, resource) ended up on the platform
subdomain (e.g., via stale tokens or direct URL access), they would fall
through to business routes and see the PublicPage ("Schedule Your Appointment")
instead of being redirected to their proper business subdomain.

Added redirect rule for business users on platform subdomain to redirect
them to their business subdomain, matching the existing behavior for
customers on platform subdomain.

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

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-20 11:47:22 -05:00
poduck
3aa7199503 Add Activepieces integration for workflow automation
- Add Activepieces fork with SmoothSchedule custom piece
- Create integrations app with Activepieces service layer
- Add embed token endpoint for iframe integration
- Create Automations page with embedded workflow builder
- Add sidebar visibility fix for embed mode
- Add list inactive customers endpoint to Public API
- Include SmoothSchedule triggers: event created/updated/cancelled
- Include SmoothSchedule actions: create/update/cancel events, list resources/services/customers

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

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-18 22:59:37 -05:00
poduck
92019aac7e Improve staff management UI and add sorting functionality
- Remove WIP badge from staff sidebar navigation
- Make action buttons consistent between Customers and Staff pages
  - Edit button: icon + text with gray border
  - Masquerade button: icon + text with indigo border
  - Verify email button: icon-only with colored border (green/amber)
- Add sortable columns to Staff list (name and role)
- Include migrations for tenant manager role removal

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

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-17 19:29:13 -05:00
poduck
e52b56d51c Add comprehensive tenant API documentation and settings help pages
- Create 6 new tenant API documentation pages:
  - HelpApiOverview: Authentication, scopes, rate limits, errors
  - HelpApiAppointments: CRUD operations for appointments
  - HelpApiServices: Read-only service catalog access
  - HelpApiResources: Staff, rooms, equipment endpoints
  - HelpApiCustomers: Customer management endpoints
  - HelpApiWebhooks: Real-time event subscriptions

- Create 6 new settings help pages for granular documentation

- Update HelpComprehensive with API section linking to new docs
- Update platform HelpApiDocs with comprehensive endpoint coverage
- Fix non-clickable /api/v1/docs/ links (now opens in new tab)
- Add routes for all new help pages in App.tsx
- Update FloatingHelpButton with new help page mappings

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

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-16 23:16:30 -05:00
poduck
94e37a2522 Add Site Builder help docs and fix FloatingHelpButton paths
- Add HelpSiteBuilder.tsx with comprehensive documentation for the
  drag-and-drop page editor (components, publishing, settings)
- Fix FloatingHelpButton to use /dashboard/help/* paths on tenant sites
- Update HelpComprehensive and HelpAutomations to rename plugins to automations
- Add site-crawler utility with cross-subdomain redirect detection

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

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-16 22:42:46 -05:00
poduck
6a6ad63e7b Consolidate white_label to remove_branding and add embed widget
- Rename white_label feature to remove_branding across frontend/backend
- Update billing catalog, plan features, and permission checks
- Add dark mode support to Recharts tooltips with useDarkMode hook
- Create embeddable booking widget with EmbedBooking page
- Add EmbedWidgetSettings for generating embed code
- Fix Appearance settings page permission check
- Update test files for new feature naming
- Add notes field to User model

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

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-16 21:20:17 -05:00
poduck
79b76bf2dc Add demo tenant reseed, staff roles, and fix masquerade redirect
Demo Tenant:
- Add block_emails field to Tenant model for demo accounts
- Add is_email_blocked() and wrapper functions in email_service
- Create reseed_demo management command with salon/spa theme
- Add Celery beat task for daily reseed at midnight UTC
- Create 100 appointments, 20 customers, 13 services, 12 resources

Staff Roles:
- Add StaffRole model with permission toggles
- Create default roles: Full Access, Front Desk, Limited Staff
- Add StaffRolesSettings page and hooks
- Integrate role assignment in Staff management

Bug Fixes:
- Fix masquerade redirect using wrong role names (tenant_owner vs owner)

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

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-16 15:20:59 -05:00
poduck
cfb626b595 Rename plugins to automations and fix scheduler/payment bugs
Major changes:
- Rename "plugins" to "automations" throughout codebase
- Move automation system to dedicated app (scheduling/automations/)
- Add new automation marketplace, creation, and management pages

Bug fixes:
- Fix payment endpoint 500 errors (use has_feature() instead of attribute)
- Fix scheduler showing "0 AM" instead of "12 AM"
- Fix scheduler business hours double-inversion display issue
- Fix scheduler scroll-to-current-time when switching views
- Fix week view centering on wrong day (use Sunday-based indexing)
- Fix capacity widget overflow with many resources
- Fix Recharts minWidth/minHeight console warnings

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

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-16 11:56:01 -05:00
poduck
89fa8f81af Fix: Display correct SmoothSchedule logo in email preview
Replaced the blank base64 encoded logo with the actual SmoothSchedule logo in the email rendering pipeline.

A Playwright E2E test was run to verify that the logo is correctly displayed in the email preview modal, ensuring it loads with natural dimensions and is visible.
2025-12-14 19:10:56 -05:00
poduck
fbefccf436 Add media gallery with album organization and Puck integration
Backend:
- Add Album and MediaFile models for tenant-scoped media storage
- Add TenantStorageUsage model for per-tenant storage quota tracking
- Create StorageQuotaService with EntitlementService integration
- Add AlbumViewSet, MediaFileViewSet with bulk operations
- Add StorageUsageView for quota monitoring

Frontend:
- Create MediaGalleryPage with album management and file upload
- Add drag-and-drop upload with storage quota validation
- Create ImagePickerField custom Puck field for gallery integration
- Update Image, Testimonial components to use ImagePicker
- Add background image picker to Puck design controls
- Add gallery to sidebar navigation

Also includes:
- Puck marketing components (Hero, SplitContent, etc.)
- Enhanced ContactForm and BusinessHours components
- Platform login page improvements
- Site builder draft/preview enhancements

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

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-13 19:59:31 -05:00
poduck
e7733449dd Move tenant dashboard routes under /dashboard/ prefix
- Update App.tsx routes to use /dashboard/ prefix for all business user routes
- Add redirect from / to /dashboard for authenticated business users
- Update Sidebar.tsx navigation links with /dashboard/ prefix
- Update SettingsLayout.tsx settings navigation paths
- Update all help pages with /dashboard/help/ routes
- Update navigate() calls in components:
  - TrialBanner, PaymentSettingsSection, NotificationDropdown
  - BusinessLayout, UpgradePrompt, QuotaWarningBanner
  - QuotaOverageModal, OpenTicketsWidget, CreatePlugin
  - MyPlugins, PluginMarketplace, HelpTicketing
  - HelpGuide, Upgrade, TrialExpired
  - CustomDomainsSettings, QuotaSettings
- Fix hardcoded lvh.me URL in BusinessEditModal to use buildSubdomainUrl

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

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-13 01:48:45 -05:00
poduck
b384d9912a Add TenantCustomTier system and fix BusinessEditModal feature loading
Backend:
- Add TenantCustomTier model for per-tenant feature overrides
- Update EntitlementService to check custom tier before plan features
- Add custom_tier action on TenantViewSet (GET/PUT/DELETE)
- Add Celery task for grace period management (30-day expiry)

Frontend:
- Add DynamicFeaturesEditor component for dynamic feature management
- Fix BusinessEditModal to load features from plan defaults when no custom tier
- Update limits (max_users, max_resources, etc.) to use featureValues
- Remove outdated canonical feature check from FeaturePicker (removes warning icons)
- Add useBillingPlans hook for accessing billing system data
- Add custom tier API functions to platform.ts

Features now follow consistent rules:
- Load from plan defaults when no custom tier exists
- Load from custom tier when one exists
- Reset to plan defaults when plan changes
- Save to custom tier on edit

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

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-12 21:00:54 -05:00
poduck
6afa3d7415 Refactor billing system: add-ons in wizard, remove business_tier, move to top-level app
- Add add-ons step to plan creation wizard (step 4 of 5)
- Remove redundant business_tier field from both billing systems:
  - commerce.billing.PlanVersion (new system)
  - platform.admin.SubscriptionPlan (legacy system)
- Move billing app from commerce.billing to top-level smoothschedule.billing
- Create BillingManagement page at /platform/billing with sidebar link
- Update plan matching logic to use plan.name instead of business_tier

Frontend:
- Add BillingManagement.tsx page
- Add BillingPlansTab.tsx with unified plan wizard
- Add useBillingAdmin.ts hooks
- Update TenantInviteModal, BusinessEditModal, BillingSettings to use plan.name
- Remove business_tier from usePlatformSettings, payments.ts types

Backend:
- Move billing app to smoothschedule/billing/
- Add migrations 0006-0009 for plan version settings, feature seeding, business_tier removal
- Add platform_admin migration 0013 to remove business_tier
- Update seed_subscription_plans command
- Update tasks.py to map tier by plan name

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

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-12 01:25:43 -05:00
poduck
4a66246708 Add booking flow, business hours, and dark mode support
Features:
- Complete multi-step booking flow with service selection, date/time picker,
  auth (login/signup with email verification), payment, and confirmation
- Business hours settings page for defining when business is open
- TimeBlock purpose field (BUSINESS_HOURS, CLOSURE, UNAVAILABLE)
- Service resource assignment with prep/takedown time buffers
- Availability checking respects business hours and service buffers
- Customer registration via email verification code

UI/UX:
- Full dark mode support for all booking components
- Separate first/last name fields in signup form
- Back buttons on each wizard step
- Removed auto-redirect from confirmation page

API:
- Public endpoints for services, availability, business hours
- Customer verification and registration endpoints
- Tenant lookup from X-Business-Subdomain header

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

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-11 20:20:18 -05:00
poduck
76c0d71aa0 Implement Site Builder with Puck and Booking Widget 2025-12-10 23:54:10 -05:00
poduck
a4b23e44b6 feat(messaging): Add broadcast messaging system for owners and managers
- Add BroadcastMessage and MessageRecipient models for sending messages to groups or individuals
- Add Messages page with compose form and sent messages list
- Support targeting by role (owners, managers, staff, customers) or individual users
- Add can_send_messages permission (owners always, managers by default with revocable permission)
- Add autofill search dropdown with infinite scroll for selecting individual recipients
- Add staff permission toggle for managers' messaging access
- Integrate Messages link in sidebar for users with permission

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

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-08 02:33:27 -05:00
poduck
410b46a896 feat: Add time block approval workflow and staff permission system
- Add TimeBlock approval status with manager approval workflow
- Create core mixins for staff permission restrictions (DenyStaffWritePermission, etc.)
- Add StaffDashboard page for staff-specific views
- Refactor MyAvailability page for time block management
- Update field mobile status machine and views
- Add per-user permission overrides via JSONField
- Document core mixins and permission system in CLAUDE.md

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

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-07 17:49:37 -05:00
poduck
01020861c7 feat(staff): Restrict staff permissions and add schedule view
- Backend: Restrict staff from accessing resources, customers, services, and tasks APIs
- Frontend: Hide management sidebar links from staff members
- Add StaffSchedule page with vertical timeline view of appointments
- Add StaffHelp page with staff-specific documentation
- Return linked_resource_id and can_edit_schedule in user profile for staff

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

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-07 02:23:00 -05:00
poduck
023ea7f020 feat(contracts): Add contracts permission to subscription tiers
- Add contracts_enabled field to SubscriptionPlan model
- Add contracts toggle to plan create/edit modal in platform settings
- Hide contracts menu item for tenants without contracts permission
- Protect /contracts routes with canUse('contracts') check
- Add HasContractsPermission to contracts API ViewSets
- Add contracts to PlanPermissions interface and feature definitions

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

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-05 23:28:51 -05:00
poduck
8d0cc1e90a feat(time-blocks): Add comprehensive time blocking system with contracts
- Add TimeBlock and Holiday models with recurrence support (one-time, weekly, monthly, yearly, holiday)
- Implement business-level and resource-level blocking with hard/soft block types
- Add multi-select holiday picker for bulk holiday blocking
- Add calendar overlay visualization with distinct colors:
  - Business blocks: Red (hard) / Yellow (soft)
  - Resource blocks: Purple (hard) / Cyan (soft)
- Add month view resource indicators showing 1/n width per resource
- Add yearly calendar view for block overview
- Add My Availability page for staff self-service
- Add contracts module with templates, signing flow, and PDF generation
- Update scheduler with click-to-day navigation in week view

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-04 17:19:12 -05:00
poduck
b0512a660c feat(billing): Add customer billing page with payment method management
- Add CustomerBilling page for customers to view payment history and manage cards
- Create AddPaymentMethodModal with Stripe Elements for secure card saving
- Support both Stripe Connect and direct API payment modes
- Auto-set first payment method as default when no default exists
- Add dark mode support for Stripe card input styling
- Add customer billing API endpoints for payment history and saved cards
- Add stripe_customer_id field to User model for Stripe customer tracking

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-04 13:06:30 -05:00
poduck
6554e62d30 fix(seo): Add noindex for platform and business subdomains
Dynamically set robots meta tag to noindex/nofollow when on any
subdomain (platform.*, demo.*, etc.). Only the root domain
marketing pages should be indexed.

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-04 10:08:47 -05:00
poduck
7b18637b1e feat(tenant): Add public-facing landing page for business subdomains
- New TenantLandingPage component with 'Coming Soon' message
- Shows business name derived from subdomain
- Has 'Sign In' button that goes to /login
- 'Powered by SmoothSchedule' footer
- Will be customizable later for each tenant

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 17:54:46 -05:00
poduck
04bb9e3c14 fix(auth): Allow accept-invite on subdomains without redirect to login
Don't redirect unauthenticated users to login when accessing public paths
like /accept-invite, /verify-email, or /tenant-onboard on subdomains.

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 15:28:17 -05:00
poduck
39a376b39b fix(email): Add SMTP configuration and fix invitation link routing
- Add SMTP email backend support to production settings (EMAIL_HOST, EMAIL_PORT, etc.)
- Falls back to console backend if SMTP not configured
- Fix AcceptInvitePage to support both path parameter (/accept-invite/:token) and
  query parameter (?token=...) formats for invitation tokens
- Add route for /accept-invite/:token in App.tsx

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 15:19:46 -05:00
poduck
dcb14503a2 feat: Dashboard redesign, plan permissions, and help docs improvements
Major updates including:
- Customizable dashboard with drag-and-drop widget grid layout
- Plan-based feature locking for plugins and tasks
- Comprehensive help documentation updates across all pages
- Plugin seeding in deployment process for all tenants
- Permission synchronization system for subscription plans
- QuotaOverageModal component and enhanced UX flows

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 13:02:44 -05:00
poduck
11bb83a85d feat: Add comprehensive help documentation system and plugin creation page
- Add CreatePlugin.tsx page for custom plugin creation with code editor
- Add HelpButton component for contextual help links
- Create 21 new help pages covering all dashboard features:
  - Core: Dashboard, Scheduler, Tasks
  - Manage: Customers, Services, Resources, Staff
  - Communicate: Messages (Ticketing already existed)
  - Money: Payments
  - Extend: Plugins overview and creation guide
  - Settings: General, Resource Types, Booking, Appearance, Email, Domains, API, Auth, Billing, Quota
- Update HelpGuide.tsx as main documentation hub with quick start guide
- Add routes for all help pages in App.tsx
- Add HelpButton to Dashboard, Customers, Services, and Tasks pages

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 02:18:05 -05:00
poduck
5cef01ad0d feat: Reorganize settings sidebar and add plan-based feature locking
- Add locked state to Plugins sidebar item with plan feature check
- Create Branding section in settings with Appearance, Email Templates, Custom Domains
- Split Domains page into Booking (URLs, redirects) and Custom Domains (BYOD, purchase)
- Add booking_return_url field to Tenant model for customer redirects
- Update SidebarItem component to support locked prop with lock icon
- Move Email Templates from main sidebar to Settings > Branding
- Add communication credits hooks and payment form updates
- Add timezone fields migration and various UI improvements

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 01:35:59 -05:00
poduck
08b51d1a5f feat: Quota overage system, updated tier pricing, and communication addons
Quota Overage System:
- Add QuotaOverage model for tracking resource/user quota overages
- Implement 30-day grace period with email notifications (immediate, 7-day, 1-day)
- Add QuotaWarningBanner component in BusinessLayout
- Add QuotaSettings page for managing overages and archiving resources
- Add Celery tasks for automated quota checks and expiration handling
- Add quota management API endpoints

Updated Tier Pricing (Stripe: 2.9% + $0.30):
- Free: No payments (requires addon)
- Starter: 4% + $0.40
- Professional: 3.5% + $0.35
- Business: 3.25% + $0.32
- Enterprise: 3% + $0.30

New Subscription Addons:
- Online Payments ($5/mo + 5% + $0.50) - for Free tier
- SMS Notifications ($10/mo) - enables SMS reminders
- Masked Calling ($15/mo) - enables anonymous calling

BusinessEditModal Improvements:
- Increased width to match PlanModal (max-w-3xl)
- Added all tier options with auto-update on tier change
- Added limits configuration and permissions sections

Backend Fixes:
- Fixed SubscriptionPlan serializer to include all communication fields
- Allow blank business_tier for addon plans
- Added migration for business_tier field changes

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-02 13:05:02 -05:00
poduck
05ebd0f2bb feat: Email templates, bulk delete, communication credits, plan features
- Add email template presets for Browse Templates tab (12 templates)
- Add bulk selection and deletion for My Templates tab
- Add communication credits system with Twilio integration
- Add payment views for credit purchases and auto-reload
- Add SMS reminder and masked calling plan permissions
- Fix appointment status mapping (frontend/backend mismatch)
- Clear masquerade stack on login/logout for session hygiene
- Update platform settings with credit configuration
- Add new migrations for Twilio and Stripe payment fields

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-02 01:42:38 -05:00
poduck
ae74b4c2ed feat: Multi-email ticketing system with platform email addresses
- Add PlatformEmailAddress model for managing platform-level email addresses
- Add TicketEmailAddress model for tenant-level email addresses
- Create MailServerService for IMAP integration with mail.talova.net
- Implement PlatformEmailReceiver for processing incoming platform emails
- Add email autoconfiguration for Mozilla, Microsoft, and Apple clients
- Add configurable email polling interval in platform settings
- Add "Check Emails" button on support page for manual refresh
- Add ticket counts to status tabs on support page
- Add platform email addresses management page
- Add Privacy Policy and Terms of Service pages
- Add robots.txt for SEO
- Restrict email addresses to smoothschedule.com domain only

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-01 17:49:09 -05:00
poduck
b3e2c1f324 refactor(frontend): Remove '/api' prefix from all API calls to align with backend URL convention
- Updated all API endpoint strings in 'frontend/src' (via sed and manual fixes) to remove the '/api/' prefix.
- Manually fixed 'Timeline.tsx' absolute URLs to use the 'api' subdomain and correct path.
- Manually fixed 'useAuth.ts' logout fetch URLs.
- Updated 'HelpApiDocs.tsx' sandbox URL.
- This change, combined with the backend URL update, fully transitions the application to use subdomain-based routing (e.g., 'http://api.lvh.me:8000/resource/') instead of path-prefix routing (e.g., 'http://api.lvh.me:8000/api/resource/').
2025-12-01 02:14:17 -05:00
poduck
2b321aef57 Add missing frontend platform components and update production deployment
This commit adds all previously untracked files and modifications needed for production deployment:
- New marketing components (BenefitsSection, CodeBlock, PluginShowcase, PricingTable)
- Platform admin components (EditPlatformEntityModal, PlatformListRow, PlatformListing, PlatformTable)
- Updated deployment configuration and scripts
- Various frontend API and component improvements

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-30 19:49:06 -05:00
poduck
4cd6610f2a Fix double /api/ prefix in API endpoint calls
When VITE_API_URL=/api, axios baseURL is already set to /api. However, all endpoint calls included the /api/ prefix, creating double paths like /api/api/auth/login/.

Removed /api/ prefix from 81 API endpoint calls across 22 files:
- src/api/auth.ts - Fixed login, logout, me, refresh, hijack endpoints
- src/api/client.ts - Fixed token refresh endpoint
- src/api/profile.ts - Fixed all profile, email, password, MFA, sessions endpoints
- src/hooks/*.ts - Fixed all remaining API calls (users, appointments, resources, etc)
- src/pages/*.tsx - Fixed signup and email verification endpoints

This ensures API requests use the correct path: /api/auth/login/ instead of /api/api/auth/login/

🤖 Generated with Claude Code

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-30 15:27:57 -05:00
poduck
613acf17c1 Fix production 404 errors: Add missing OAuth endpoints and domain script 2025-11-30 01:37:19 -05:00
poduck
cfc1b36ada feat: Add SMTP settings and collapsible email configuration UI
- Add SMTP fields to TicketEmailSettings model (host, port, TLS/SSL, credentials, from email/name)
- Update serializers with SMTP fields and is_smtp_configured flag
- Add TicketEmailTestSmtpView for testing SMTP connections
- Update frontend API types and hooks for SMTP settings
- Add collapsible IMAP and SMTP configuration sections with "Configured" badges
- Fix TypeScript errors in mockData.ts (missing required fields, type mismatches)

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-29 18:28:29 -05:00
poduck
9b106bf129 feat: Add plugin configuration editing with template variable parsing
## Backend Changes:
- Enhanced PluginTemplate.save() to auto-parse template variables from plugin code
- Updated PluginInstallationSerializer to expose template metadata (description, category, version, author, logo, template_variables)
- Fixed template variable parser to handle nested {{ }} braces in default values
- Added brace-counting algorithm to properly extract variables with insertion codes
- Fixed explicit type parameter detection (textarea, text, email, etc.)
- Made scheduled_task optional on PluginInstallation model
- Added EventPlugin through model for event-plugin relationships
- Added Event.execute_plugins() method for plugin automation

## Frontend Changes:
- Created Tasks.tsx page for managing scheduled tasks
- Enhanced MyPlugins page with clickable plugin cards
- Added edit configuration modal with dynamic form generation
- Implemented escape sequence handling (convert \n, \', etc. for display)
- Added plugin logos to My Plugins page
- Updated type definitions for PluginInstallation interface
- Added insertion code documentation to Plugin Docs

## Plugin System:
- All platform plugins now have editable email templates with textarea support
- Template variables properly parsed with full default values
- Insertion codes ({{CUSTOMER_NAME}}, {{BUSINESS_NAME}}, etc.) documented
- Plugin logos displayed in marketplace and My Plugins

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-28 23:45:55 -05:00
poduck
141eadca8d feat: Add Plugin Marketplace and My Plugins management pages
This commit completes the plugin system UI by adding two key pages:

1. Plugin Marketplace (/plugins/marketplace):
   - Browse and search platform-provided plugins
   - Filter by category (EMAIL, REPORTS, CUSTOMER, BOOKING, etc.)
   - View plugin details including ratings, install count, description
   - Install plugins with one click
   - Modal view for detailed plugin information

2. My Plugins (/plugins/my-plugins):
   - View all installed plugins
   - Manage plugin activation status
   - Update plugins when new versions available
   - Rate and review installed plugins
   - Uninstall plugins with confirmation
   - Links to create custom plugins and browse marketplace

Additional changes:
- Added plugin routes to App.tsx with owner/manager access control
- Updated HelpPluginDocs.tsx with navigation callout boxes
- Added TypeScript interfaces for PluginTemplate and PluginInstallation
- Both pages feature full dark mode support
- Professional UI with Tailwind CSS styling
- React Query integration for data fetching

The pages are accessible from the Plugins dropdown menu in the sidebar.

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-28 21:36:50 -05:00
poduck
3fef0d5749 feat: Add comprehensive plugin documentation and advanced template system
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>
2025-11-28 20:54:07 -05:00
poduck
a9719a5fd2 feat: Add comprehensive sandbox mode, public API system, and platform support
This commit adds major features for sandbox isolation, public API access, and platform support ticketing.

## Sandbox Mode
- Add sandbox mode toggle for businesses to test features without affecting live data
- Implement schema-based isolation for tenant data (appointments, resources, services)
- Add is_sandbox field filtering for shared models (customers, staff, tickets)
- Create sandbox middleware to detect and set sandbox mode from cookies
- Add sandbox context and hooks for React frontend
- Display sandbox banner when in test mode
- Auto-reload page when switching between live/test modes
- Prevent platform support tickets from being created in sandbox mode

## Public API System
- Full REST API for external integrations with businesses
- API token management with sandbox/live token separation
- Test tokens (ss_test_*) show full plaintext for easy testing
- Live tokens (ss_live_*) are hashed and secure
- Security validation prevents live token plaintext storage
- Comprehensive test suite for token security
- Rate limiting and throttling per token
- Webhook support for real-time event notifications
- Scoped permissions system (read/write per resource type)
- API documentation page with interactive examples
- Token revocation with confirmation modal

## Platform Support
- Dedicated support page for businesses to contact SmoothSchedule
- View all platform support tickets in one place
- Create new support tickets with simplified interface
- Reply to existing tickets with conversation history
- Platform tickets have no admin controls (no priority/category/assignee/status)
- Internal notes hidden for platform tickets (business can't see them)
- Quick help section with links to guides and API docs
- Sandbox warning prevents ticket creation in test mode
- Business ticketing retains full admin controls (priority, assignment, internal notes)

## UI/UX Improvements
- Add notification dropdown with real-time updates
- Staff permissions UI for ticket access control
- Help dropdown in sidebar with Platform Guide, Ticketing Help, API Docs, and Support
- Update sidebar "Contact Support" to "Support" with message icon
- Fix navigation links to use React Router instead of anchor tags
- Remove unused language translations (Japanese, Portuguese, Chinese)

## Technical Details
- Sandbox middleware sets request.sandbox_mode from cookies
- ViewSets filter data by is_sandbox field
- API authentication via custom token auth class
- WebSocket support for real-time ticket updates
- Migration for sandbox fields on User, Tenant, and Ticket models
- Comprehensive documentation in SANDBOX_MODE_IMPLEMENTATION.md

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-28 16:44:06 -05:00
poduck
200a6b3dd4 feat: Enhance ticketing system with categories, templates, SLA tracking, and fix frontend integration
- Add ticket categories (billing, technical, feature_request, etc.) with type-specific options
- Add TicketTemplate and CannedResponse models for quick ticket creation
- Implement SLA tracking with due_at and first_response_at fields
- Add is_platform_admin and is_customer helper functions to fix permission checks
- Register models in Django admin with filters and fieldsets
- Enhance signals with error handling for WebSocket notifications
- Fix frontend API URLs for templates and canned responses
- Update PlatformSupport page to use real ticketing API
- Add comprehensive i18n translations for all ticket fields

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-28 05:32:36 -05:00
poduck
512d95ca2d feat: Implement frontend for business owners' support ticket system 2025-11-28 04:56:48 -05:00
poduck
d158c1ddb0 feat: Implement tenant invitation system with onboarding wizard
Backend Implementation:
- Add TenantInvitation model with lifecycle management (PENDING/ACCEPTED/EXPIRED/CANCELLED)
- Create platform admin API endpoints for invitation CRUD operations
- Add public token-based endpoints for invitation retrieval and acceptance
- Implement schema_context wrappers to ensure tenant operations run in public schema
- Add tenant permissions: can_manage_oauth_credentials, can_accept_payments, can_use_custom_domain, can_white_label, can_api_access
- Fix tenant update/create serializers to handle multi-schema environment
- Add migrations for tenant permissions and invitation system

Frontend Implementation:
- Create TenantInviteModal with comprehensive invitation form (350 lines)
  - Email, business name, subscription tier configuration
  - Custom user/resource limits
  - Platform permissions toggles
  - Future feature flags (video conferencing, event types, calendars, 2FA, logs, data deletion, POS, mobile app)
- Build TenantOnboardPage with 4-step wizard for invitation acceptance
  - Step 1: Account setup (email, password, name)
  - Step 2: Business details (name, subdomain, contact)
  - Step 3: Payment setup (conditional based on permissions)
  - Step 4: Success confirmation with redirect
- Extract BusinessCreateModal and BusinessEditModal into separate components
- Refactor PlatformBusinesses from 1080 lines to 220 lines (80% reduction)
- Add inactive businesses dropdown section (similar to staff page pattern)
- Update masquerade button styling to match Users page
- Remove deprecated "Add New Tenant" functionality in favor of invitation flow
- Add /tenant-onboard route for public access

API Integration:
- Add platform.ts API functions for tenant invitations
- Create React Query hooks in usePlatform.ts for invitation management
- Implement proper error handling and success states
- Add TypeScript interfaces for invitation types

Testing:
- Verified end-to-end invitation flow from creation to acceptance
- Confirmed tenant, domain, and owner user creation
- Validated schema context fixes for multi-tenant environment
- Tested active/inactive business filtering

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-28 03:55:07 -05:00
poduck
83815fcb34 feat: Implement staff invitation system with role-based permissions
- Add StaffInvitation model with token-based 7-day expiration
- Create invitation API endpoints (create, cancel, resend, accept, decline)
- Add permissions JSONField to User model for granular access control
- Implement frontend invite modal with role-specific permissions:
  - Manager: can_invite_staff, can_manage_resources, can_manage_services,
    can_view_reports, can_access_settings, can_refund_payments
  - Staff: can_view_all_schedules, can_manage_own_appointments
- Add edit staff modal with permissions management and deactivate option
- Create AcceptInvitePage for invitation acceptance flow
- Add active/inactive staff separation with collapsible section
- Auto-create bookable resource when configured at invite time
- Remove Quick Add Appointment from dashboard

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-28 02:03:48 -05:00
poduck
b10426fbdb feat: Add photo galleries to services, resource types management, and UI improvements
Major features:
- Add drag-and-drop photo gallery to Service create/edit modals
- Add Resource Types management section to Settings (CRUD for custom types)
- Add edit icon consistency to Resources table (pencil icon in actions)
- Improve Services page with drag-to-reorder and customer preview mockup

Backend changes:
- Add photos JSONField to Service model with migration
- Add ResourceType model with category (STAFF/OTHER), description fields
- Add ResourceTypeViewSet with CRUD operations
- Add service reorder endpoint for display order

Frontend changes:
- Services page: two-column layout, drag-reorder, photo upload
- Settings page: Resource Types tab with full CRUD modal
- Resources page: Edit icon in actions column instead of row click
- Sidebar: Payments link visibility based on role and paymentsEnabled
- Update types.ts with Service.photos and ResourceTypeDefinition

Note: Removed photos from ResourceType (kept only for Service)

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-28 01:11:53 -05:00
poduck
249a9040d2 Implement Platform Superuser UI and Fix API Role Casing
- Update API to return lowercase roles for frontend compatibility
- Fix Tenant owner lookup in platform admin serializer
- Update frontend App.tsx to match tarball implementation
- Prioritize vite.config.js for HMR support
- Include pending CSP and CORS configuration updates
2025-11-27 02:16:05 -05:00
poduck
2e111364a2 Initial commit: SmoothSchedule multi-tenant scheduling platform
This commit includes:
- Django backend with multi-tenancy (django-tenants)
- React + TypeScript frontend with Vite
- Platform administration API with role-based access control
- Authentication system with token-based auth
- Quick login dev tools for testing different user roles
- CORS and CSRF configuration for local development
- Docker development environment setup

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-27 01:43:20 -05:00