- Add comprehensive TDD documentation to CLAUDE.md with coverage requirements and examples
- Extract reusable UI components to frontend/src/components/ui/ (Modal, FormInput, Button, Alert, etc.)
- Add shared constants (schedulePresets) and utility hooks (useCrudMutation, useFormValidation)
- Update frontend/CLAUDE.md with component documentation and usage examples
- Refactor CreateTaskModal to use shared components and constants
- Fix test assertions to be more robust and accurate across all test files
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Implements a complete billing system with:
Backend (Django):
- New billing app with models: Feature, Plan, PlanVersion, PlanFeature,
Subscription, AddOnProduct, AddOnFeature, SubscriptionAddOn,
EntitlementOverride, Invoice, InvoiceLine
- EntitlementService with resolution order: overrides > add-ons > plan
- Invoice generation service with immutable snapshots
- DRF API endpoints for entitlements, subscription, plans, invoices
- Data migrations to seed initial plans and convert existing tenants
- Bridge to legacy Tenant.has_feature() with fallback support
- 75 tests covering models, services, and API endpoints
Frontend (React):
- Billing API client (getEntitlements, getPlans, getInvoices, etc.)
- useEntitlements hook with hasFeature() and getLimit() helpers
- FeatureGate and LimitGate components for conditional rendering
- 29 tests for API, hook, and components
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Create reusable FeaturesPermissionsEditor component with support for both
subscription plan editing and individual business permission overrides
- Add can_use_contracts field to Tenant model for per-business contracts toggle
- Update PlatformSettings.tsx to use unified component for plan permissions
- Update BusinessEditModal.tsx to use unified component for business permissions
- Update PlatformBusinessUpdate API interface with all permission fields
- Add contracts permission mapping to tenant sync task
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Add appointment detail modal to CustomerDashboard with payment info display
- Shows service, date/time, duration, status, and notes
- Displays payment summary: service price, deposit paid, payment made, amount due
- Print receipt functionality with secure DOM manipulation
- Cancel appointment button for upcoming appointments
- Add CurrencyInput component for ATM-style price entry
- Digits entered as cents, shift left as more digits added (e.g., "1234" → $12.34)
- Robust input validation: handles keyboard, mobile, paste, drop, IME
- Only allows integer digits (0-9)
- Update useAppointments hook to map payment fields from backend
- Converts amounts from cents to dollars for display
- Update Services page to use CurrencyInput for price and deposit fields
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Add frontend unit tests with Vitest for components, hooks, pages, and utilities
- Add backend tests for webhooks, notifications, middleware, and edge cases
- Add ForgotPassword, NotFound, and ResetPassword pages
- Add migration for orphaned staff resources conversion
- Add coverage directory to gitignore (generated reports)
- Various bug fixes and improvements from previous work
🤖 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 pre_save signal to track changes to approved time blocks
- Reset to PENDING status when staff modifies approved time-off
- Send re-approval notifications to managers with changed fields
- Update email templates for modified requests
- Allow managers to have self-approval permission revoked (default: allowed)
A changed request is treated as a new request requiring re-approval.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Create dateUtils.ts with helpers for UTC conversion and timezone display
- Add TimezoneSerializerMixin to include business_timezone in API responses
- Update GeneralSettings timezone dropdown with IANA identifiers
- Apply timezone mixin to Event, TimeBlock, and field mobile serializers
- Document timezone architecture in CLAUDE.md
All times stored in UTC, converted for display based on business timezone.
If business_timezone is null, uses user's local timezone.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Clicking a time-off request notification now navigates to the
time blocks page where pending requests can be reviewed.
- Added Clock icon for time-off request notifications
- Handle notification.data.type === 'time_off_request' to navigate to /time-blocks
🤖 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>
- 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>
- 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>
- 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>
- 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>
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>
Replaced inline HelpButton components with a global FloatingHelpButton
that appears fixed in the top-right corner of all pages. The button:
- Automatically detects the current route and links to the appropriate help page
- Uses a consistent position across all pages (fixed, top-right)
- Is hidden on help pages themselves
- Works on both business and platform layouts
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
- 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>
- 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>
- 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>
- 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>
The Timeline component was using a raw axios instance with hardcoded URLs, causing it to bypass authentication and tenant context headers. This resulted in empty or failed data fetches. Updated it to use the configured 'apiClient', ensuring that the authentication token and 'X-Business-Subdomain' headers are correctly sent, allowing the backend to return the appropriate tenant-specific resources and appointments.
- 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/').
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>
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>
- Add OAuthCredential model for storing Google/Microsoft OAuth tokens
- Add email provider auto-detection endpoint (Gmail, Outlook, Yahoo, etc.)
- Add EmailConfigWizard frontend component with step-by-step setup
- Add OAuth flow endpoints for Google and Microsoft XOAUTH2
- Update production settings to make AWS, Sentry, Mailgun optional
- Update Traefik config for wildcard subdomain routing
- Add logo resize utility script
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
- 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>
- 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>
Users can access the marketplace via the "Browse Marketplace" button
on the My Plugins page, so the redundant sidebar link has been removed.
The Plugins dropdown now contains:
- My Plugins
- Plugin Docs
🤖 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>
Assignee Dropdown:
- Fix useUsers hook to fetch from /api/staff/ endpoint
- Add useStaffForAssignment hook for formatted dropdown data
- Update TicketModal to use new hook for assignee selection
Staff Permissions UI:
- Add "Can access support tickets" permission to invite modal for both managers and staff
- Add permission to edit modal for both managers and staff
- Managers default to having ticket access enabled
- Staff default to having ticket access disabled (must be explicitly granted)
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
WebSocket Updates:
- Create useTicketWebSocket hook for real-time ticket list updates
- Hook invalidates React Query cache when tickets are created/updated
- Shows toast notifications for new tickets and comments
- Auto-reconnect with exponential backoff
Staff Permissions:
- Add can_access_tickets() method to User model
- Owners and managers always have ticket access
- Staff members need explicit can_access_tickets permission
- Update Sidebar to conditionally show Tickets menu based on permission
- Add can_access_tickets to API user response
Backend Updates:
- Update ticket signals to broadcast updates to all relevant users
- Check ticket access permission in views
🤖 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>
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>
Backend:
- Add /api/customers/ endpoint (CustomerViewSet, CustomerSerializer)
- Add /api/services/ endpoint with Service model and migrations
- Add Resource.type field (STAFF, ROOM, EQUIPMENT) with migration
- Fix EventSerializer to return resource_id, customer_id, service_id
- Add date range filtering to EventViewSet (start_date, end_date params)
- Add create_demo_appointments management command
- Set default brand colors in business API
Frontend:
- Add calendar grid view for month mode in OwnerScheduler
- Fix sidebar navigation active link contrast (bg-white/10)
- Add default primaryColor/secondaryColor fallbacks in useBusiness
- Disable WebSocket (backend not implemented) to stop reconnect loop
- Fix Resource.type.toLowerCase() error by adding type to backend
🤖 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>
