Staff Roles:
- Remove Support Staff default role (now Manager and Staff only)
- Add position field for custom role ordering
- Update StaffRolesSettings with improved permission UI
- Add RolePermissions component for visual permission display
Documentation Updates:
- HelpStaff: Explain two-tier permission system (User Roles + Staff Roles)
- HelpSettingsStaffRoles: Update default roles, add settings access permissions
- HelpComprehensive: Update staff roles section with correct role structure
- HelpCustomers: Add customer creation and onboarding sections
- HelpContracts: Add lifecycle, snapshotting, and signing experience docs
- HelpSettingsAppearance: Update with 20 color palettes and navigation text
Tenant API:
- Add new isolated API at /tenant-api/v1/ for third-party integrations
- Token-based authentication with scope permissions
- Endpoints: business, services, resources, availability, bookings, customers, webhooks
Tests:
- Add test coverage for Celery tasks across modules
- Reorganize schedule view tests for better maintainability
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Add new Analytics section at top with Dashboard and Payments
- Reorder Manage section: Scheduler, Resources, Staff, Customers,
Media Gallery, Contracts, Time Blocks
- Remove Money section (Payments moved to Analytics)
- Keep staff-only items (My Schedule, My Availability) in separate section
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Move rarely-used setup items from main sidebar to Settings to keep
daily-use features prominent:
- Services → Settings > Business section
- Locations → Settings > Business section
- Site Builder → Settings > Branding section
Settings sidebar changes:
- Convert static sections to accordion (one open at a time)
- Auto-expand section based on current URL
- Preserve all permission checks for moved items
Add redirects from old URLs to new locations for backwards compatibility.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Stripe Notifications:
- Add periodic task to check Stripe Connect accounts for requirements
- Create in-app notifications for business owners when action needed
- Add management command to setup Stripe periodic tasks
- Display Stripe notifications with credit card icon in notification bell
- Navigate to payments page when Stripe notification clicked
Messaging Improvements:
- Add "Everyone" option to broadcast message recipients
- Allow sending messages to yourself (remove self-exclusion)
- Fix broadcast message ID not returned after creation
- Add real-time websocket support for broadcast notifications
- Show toast when broadcast message received via websocket
UI Fixes:
- Remove "View all" button from notifications (no page exists)
- Add StripeNotificationBanner component for Connect alerts
- Connect useUserNotifications hook in TopBar for app-wide websocket
Code Cleanup:
- Remove legacy automations app and plugin system
- Remove safe_scripting module (moved to Activepieces)
- Add migration to remove plugin-related models
- Various test improvements and coverage additions
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
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>
- Add event-status-changed trigger for SmoothSchedule Activepieces piece
- Add comprehensive test coverage for payments, tickets, messaging, mobile
- Add test coverage for core services, signals, consumers, and views
- Improve Activepieces UI: templates, billing hooks, project hooks
- Update marketing automation showcase and workflow visual components
- Add public API endpoints for availability
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- 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>
- Renamed "Full Access Staff" to "Manager"
- Renamed "Front Desk" to "Support Staff"
- Renamed "Limited Staff" to "Staff"
- Updated permissions: Support Staff now has access to messages and payments
- Updated all references in code, tests, help docs, and translations
- Added migration 0016 to rename existing roles in database
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- 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>
- Add translations for all dashboard widgets (de, es, fr)
- Add navigation menu translations for all languages
- Create useDateFnsLocale hook for localized date formatting
- Add translate="no" to prevent browser auto-translation
- Update dashboard components to use translation keys
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Adds comprehensive translations for tenant API documentation in English,
German, Spanish, and French. Includes ~312 translation keys per language
covering API Overview, Appointments, Services, Resources, Customers,
and Webhooks API documentation.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- 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>
- 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>
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>
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>
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>
- 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>
- 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>
- Add export_legal endpoint for signed contracts that generates a ZIP with:
- Signed contract PDF
- Audit certificate PDF with signature details and hash verification
- Machine-readable signature_record.json
- Integrity verification report
- README documentation
- Add audit certificate template with:
- Contract and signature information
- Consent records with exact legal text
- Document integrity verification (SHA-256 hash comparison)
- ESIGN Act and UETA compliance statement
- Update ContractSigning page for ESIGN/UETA compliance:
- Consent checkbox text now matches backend-stored legal text
- Added proper legal notice with ESIGN Act references
- Add signed_at field to ContractListSerializer
- Add view/print buttons for signed contracts in Contracts page
- Allow viewing signed contracts via public signing URL
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
The German helpComprehensive section had a different structure with 250
missing keys. Replaced with complete translations matching the English
structure used by HelpComprehensive.tsx.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
The HelpComprehensive.tsx uses introduction.welcome but the translation
files only had introduction.title. Added the welcome key to match
the German translation structure.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Add Time Blocks section to HelpComprehensive.tsx with block levels,
types, recurrence patterns, and key features documentation
- Add complete helpComprehensive translations for en, es, fr, de
- Update HelpContracts.tsx styling
- Enhance FeaturesPage.tsx and HomePage.tsx
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Backend login now accepts 'email' field (with backward compatibility)
- User creation (signup, invitation, customer) uses email as username
- Frontend login form updated with email input and validation
- Updated test users to use email addresses as usernames
- Updated all translation files (en, es, fr, de)
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Replace "multi-tenant" wording with user-friendly alternatives
- Hero subheadline: "Secure" instead of "Multi-tenant"
- Feature title: "Enterprise Security" instead of "Multi-Tenant Architecture"
- Updated testimonials and FAQ to remove technical references
- Add comprehensive SEO meta tags to index.html:
- Meta description for search engines
- Open Graph tags for social sharing
- Twitter card meta tags
- Canonical URL and robots directives
- Update all language files (en, es, fr, de) with consistent changes
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Fix Stripe SDK v14 compatibility (bracket notation for subscription items)
- Fix subscription period dates from subscription items instead of subscription object
- Add tier-based permissions (can_accept_payments, etc.) on tenant signup
- Add stripe_customer_id field to Tenant model
- Add clickable logo on login page (navigates to /)
- Add database setup message during signup wizard
- Add dark mode support for payment settings and Connect onboarding
- Add subscription management endpoints (cancel, reactivate)
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Create reusable ConfirmationModal component with variants (info, warning, danger, success)
- Replace browser confirm() dialogs with styled modal for email verification
- Update PlatformBusinesses and PlatformUsers to use the new modal
- Add translation keys for verification messages
- Unverify test@example.com for testing
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
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>
- Add GlobalEventPlugin model for auto-attaching plugins to all events
- Create signals for auto-attachment on new events and rescheduling
- Add API endpoints for global event plugins (CRUD, toggle, reapply)
- Update CreateTaskModal with "Scheduled Task" vs "Event Automation" choice
- Add option to apply to all events or future events only
- Display event automations in Tasks page alongside scheduled tasks
- Add EditEventAutomationModal for editing trigger and timing
- Handle event reschedule - update Celery task timing on time/duration changes
- Add Marketplace to Plugins menu in sidebar
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Added Plugins collapsible menu with 3 items:
- Plugin Marketplace (/plugins/marketplace)
- My Plugins (/plugins/my-plugins)
- Plugin Docs (/help/plugins)
- Moved Plugin Docs from Help dropdown to Plugins dropdown
- Added Plug, ShoppingBag, Package icons from lucide-react
- Added translations for plugin navigation items
- Auto-opens dropdown when on /plugins/* routes
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
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 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>
- 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>
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>
