Commit Graph
100 Commits
Author SHA1 Message Date
poduckandClaude Opus 4.5 8dc2248f1f feat: Add comprehensive test suite and misc improvements
- 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

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Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-08 02:36:46 -05:00
poduck c220612214 Revert "chore: Add WIP test files to gitignore for clean deploy"
This reverts commit 33137289ef.
2025-12-08 02:35:50 -05:00
poduck 33137289ef chore: Add WIP test files to gitignore for clean deploy 2025-12-08 02:34:56 -05:00
poduck b2be35bdfa chore: Add coverage to gitignore 2025-12-08 02:34:21 -05:00
poduckandClaude Opus 4.5 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

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Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-08 02:33:27 -05:00
poduck 67ce2c433c Merge remote-tracking branch 'origin/main' into refactor/organize-django-apps
# Conflicts:
#	smoothschedule/smoothschedule/scheduling/schedule/serializers.py
2025-12-07 21:12:09 -05:00
poduckandClaude Opus 4.5 1391374d45 test: Add comprehensive unit test coverage for all domains
This commit adds extensive unit tests across all Django app domains,
increasing test coverage significantly. All tests use mocks to avoid
database dependencies and follow the testing pyramid approach.

Domains covered:
- identity/core: mixins, models, permissions, OAuth, quota service
- identity/users: models, API views, MFA, services
- commerce/tickets: signals, serializers, views, email notifications
- commerce/payments: services, views
- communication/credits: models, tasks, views
- communication/mobile: serializers, views
- communication/notifications: models, serializers, views
- platform/admin: serializers, views
- platform/api: models, views, token security
- scheduling/schedule: models, serializers, services, signals, views
- scheduling/contracts: serializers, views
- scheduling/analytics: views

Key improvements:
- Fixed 54 previously failing tests in signals and serializers
- All tests use proper mocking patterns (no @pytest.mark.django_db)
- Added test factories for creating mock objects
- Updated conftest.py with shared fixtures

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Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-07 21:10:26 -05:00
poduckandClaude Opus 4.5 8440ac945a feat(time-off): Reset approval when staff edits approved request
- 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.

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Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-07 20:35:47 -05:00
poduckandClaude Opus 4.5 f4332153f4 feat: Add timezone architecture for consistent date/time handling
- 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.

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Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-07 19:39:36 -05:00
poduckandClaude Opus 4.5 b9e90e6f46 docs: Add comprehensive testing guidelines to CLAUDE.md
Add testing documentation emphasizing mocked unit tests over slow
database-hitting integration tests due to django-tenants overhead.

Guidelines include:
- Testing pyramid philosophy (prefer unit tests)
- Unit test examples with mocks
- Serializer and ViewSet testing patterns
- When to use integration tests (sparingly)
- Repository pattern for testable code
- Dependency injection examples
- Test file structure conventions
- Commands for running tests with coverage

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Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-07 19:12:01 -05:00
poduckandClaude Opus 4.5 1af79cc019 refactor: Reorganize tests into tests/ directories
Follow cookiecutter-django convention by placing tests in dedicated
tests/ directories within each app instead of single tests.py files.

Changes:
- Created tests/ directories with __init__.py for all 13 apps
- Moved analytics/tests.py → analytics/tests/test_views.py
- Moved schedule/test_export.py → schedule/tests/test_export.py
- Moved platform/api/tests_token_security.py → platform/api/tests/test_token_security.py
- Deleted empty placeholder tests.py files

All apps now have a tests/ directory ready for proper test organization.

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Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-07 18:31:00 -05:00
poduckandClaude Opus 4.5 156cc2676d refactor: Reorganize Django apps into domain-based structure
Restructured 13 Django apps from flat/mixed organization into 5 logical
domain packages following cookiecutter-django conventions:

- identity/: core (tenant/domain models, middleware, mixins), users
- scheduling/: schedule, contracts, analytics
- communication/: notifications, credits, mobile, messaging
- commerce/: payments, tickets
- platform/: admin, api

Key changes:
- Moved all apps to smoothschedule/smoothschedule/{domain}/{app}/
- Updated all import paths across the codebase
- Updated settings (base.py, multitenancy.py, test.py)
- Updated URL configuration in config/urls.py
- Updated middleware and permission paths
- Preserved app_label in AppConfig for migration compatibility
- Updated CLAUDE.md documentation with new structure

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Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-07 18:24:50 -05:00
poduckandClaude Opus 4.5 897a336d0b feat: Add click navigation for time-off request notifications
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

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Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-07 17:54:20 -05:00
poduckandClaude Opus 4.5 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

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Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-07 17:49:37 -05:00
poduckandClaude Opus 4.5 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

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Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-07 02:23:00 -05:00
poduckandClaude Opus 4.5 61882b300f feat(mobile): Add field app with date range navigation
- Add React Native Expo field app for mobile staff
- Use main /appointments/ endpoint with date range support
- Add X-Business-Subdomain header for tenant context
- Support day/week view navigation
- Remove WebSocket console logging from frontend
- Update AppointmentStatus type to include all backend statuses
- Add responsive status legend to scheduler header

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Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-07 01:23:24 -05:00
poduckandClaude Opus 4.5 46b154e957 feat: Add favicon.ico and apple-touch-icon
- Create multi-resolution favicon.ico (48x48, 32x32, 16x16) from logo
- Add apple-touch-icon.png for iOS devices
- Update index.html to use new favicon

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Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-06 14:32:35 -05:00
poduckandClaude Opus 4.5 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

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Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-05 23:28:51 -05:00
poduckandClaude 35f4301fe1 feat(contracts): Add legal export package and ESIGN compliance improvements
- 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

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-05 02:29:35 -05:00
poduckandClaude 6feaa8dda5 fix(i18n): Update French win-back translation
Changed "Reconquête Client" to "Réactivation des clients" for more
natural French phrasing.

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-04 18:47:51 -05:00
poduckandClaude f084e33621 fix(i18n): Complete German helpComprehensive translations
The German helpComprehensive section had a different structure with 250
missing keys. Replaced with complete translations matching the English
structure used by HelpComprehensive.tsx.

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-04 18:44:26 -05:00
poduckandClaude db0165dc5e fix(i18n): Add missing 'welcome' translation key to en/es/fr.json
The HelpComprehensive.tsx uses introduction.welcome but the translation
files only had introduction.title. Added the welcome key to match
the German translation structure.

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-04 18:27:20 -05:00
poduckandClaude af891d7e8f fix(i18n): Convert HelpComprehensive.tsx to use translation keys
Replaced all hardcoded English text with i18n translation function calls
to enable proper internationalization. All sections now use
helpComprehensive.* translation keys that are already present in
en.json, es.json, fr.json, and de.json.

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-04 18:15:20 -05:00
poduckandClaude 7ef255a5f1 feat(help): Add Time Blocks section to comprehensive help docs
- 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

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-04 17:58:41 -05:00
poduckandClaude 29e99631c9 feat(i18n): Add time blocks translations and fix deployment
- Add comprehensive timeBlocks translations (ES, FR, DE, EN)
- Add myAvailability translations (ES, FR, DE, EN)
- Add full helpTimeBlocks guide content (ES, FR, DE, EN)
- Add contracts guide translations (ES)
- Fix DATABASE_URL env var in deploy.sh for seed_platform_plugins
- Update Contracts page and HelpContracts guide

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-04 17:43:03 -05:00
poduckandClaude 2d7c1dcd27 feat(time-blocks): Add seed_holidays management command
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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-04 17:21:02 -05:00
poduckandClaude 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

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-04 17:19:12 -05:00
poduckandClaude cf91bae24f feat(services): Add deposit percentage option for fixed-price services
- Add deposit_percent field back to Service model for percentage-based deposits
- Reorganize service form: variable pricing toggle at top, deposit toggle with
  amount/percent options (percent only available for fixed pricing)
- Disable price field when variable pricing is enabled
- Add backend validation: variable pricing cannot use percentage deposits
- Update frontend types and hooks to handle deposit_percent field

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-04 13:52:51 -05:00
poduckandClaude c7308ad167 refactor(services): Simplify deposit to single amount field
- Remove deposit_percent field (doesn't work for variable pricing)
- Make deposit_amount default to 0 (no deposit)
- Deposit now applies to both variable and fixed pricing services
- Add requires_deposit and requires_saved_payment_method as computed properties
- Simplify frontend form with single deposit amount input
- Show deposit badge in service list when deposit > 0

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-04 13:42:46 -05:00
poduckandClaude 7da5d55831 fix(services): Update hooks to handle variable pricing fields
- Add ServiceInput interface for create/update operations
- Transform variable pricing fields in useServices query
- Handle deposit_amount and deposit_percent in mutations

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-04 13:35:35 -05:00
poduckandClaude 3bc8167649 feat(payments): Add variable pricing with deposit collection
Services can now have variable pricing where:
- Final price is determined after service completion
- A deposit (fixed amount or percentage) is collected at booking
- Customer's saved payment method is charged for remaining balance

Changes:
- Add variable_pricing, deposit_amount, deposit_percent fields to Service model
- Add service FK and final_price fields to Event model
- Add AWAITING_PAYMENT status to Event
- Add SetFinalPriceView endpoint to charge customer's saved card
- Add EventPricingInfoView endpoint for pricing details
- Update Services page with variable pricing toggle and deposit config
- Show "From $X" and deposit info in customer preview

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-04 13:33:03 -05:00
poduckandClaude 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

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-04 13:06:30 -05:00
poduckandClaude 65faaae864 fix(security): Multi-tenancy isolation and customer appointment filtering
- Add request tenant validation to all ViewSets (EventViewSet, ResourceViewSet,
  ParticipantViewSet, CustomerViewSet, StaffViewSet) to prevent cross-tenant
  data access via subdomain/header manipulation
- Change permission_classes from AllowAny to IsAuthenticated for EventViewSet
  and ResourceViewSet
- Filter events for customers to only show appointments where they are a
  participant
- Add customer field to EventSerializer to create Customer participants when
  appointments are created
- Update CustomerDashboard to fetch appointments from API instead of mock data
- Fix TenantViewSet.destroy() to properly handle cross-schema cascade when
  deleting tenants

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-04 11:05:01 -05:00
poduckandClaude dbe91ec2ff feat(auth): Convert login system to use email as username
- 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)

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-04 10:38:53 -05:00
poduckandClaude a2f74ee769 fix(customers): Auto-generate username when creating customers
The CustomerSerializer was missing a create method to generate a unique
username, causing IntegrityError when trying to create customers.

- Add first_name and last_name as write-only fields
- Remove email from read_only_fields so it can be set on creation
- Generate username from email prefix (with counter for uniqueness)
- Fall back to UUID-based username if no email provided

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-04 10:29:45 -05:00
poduckandClaude 9073970189 fix(i18n): Add language selector to platform UI
Restore the LanguageSelector component to the platform layout header,
allowing platform users to switch languages.

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-04 10:12:38 -05:00
poduckandClaude 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.

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-04 10:08:47 -05:00
poduckandClaude bd6d9144ce fix(seo): Block crawlers and add sitemap
- Set robots meta tag to noindex, nofollow (site not live)
- Update robots.txt with instructions for going live
- Add sitemap.xml with all marketing pages

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-04 10:01:44 -05:00
poduckandClaude ad04e5f6ff fix(seo): Remove technical jargon and add SEO meta tags
- 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

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 23:01:32 -05:00
poduckandClaude 460bf200d0 fix(i18n): Sync marketing translations across all languages
Update es.json, fr.json, and de.json to match en.json structure:
- Add missing benefits, plugins, and home sections
- Add new hero keys (badge, title, titleHighlight, visualContent)
- Add features automation and multi-tenancy sections
- Add pricing FAQ, starter/pro tiers
- Add signup address fields and payment setup
- Restructure footer with proper nesting
- Add contact page new keys (formHeading, scheduleCall)

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 22:49:44 -05:00
poduckandClaude 3e8634b370 fix(i18n): Add missing About page timeline translations
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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 22:27:30 -05:00
poduckandClaude bc094f2f80 feat(i18n): Internationalize marketing pages and components
- HomePage.tsx: Add translation keys for features, testimonials, section titles
- FeaturesPage.tsx: Add translation keys for automation engine, multi-tenancy sections
- Hero.tsx: Add translation keys for headline, CTAs, trust signals, visual content
- ContactPage.tsx: Add translation keys for form headings, success messages
- PricingPage.tsx: Add translation keys for FAQ section
- PrivacyPolicyPage.tsx: Full internationalization of 15-section privacy policy
- TermsOfServicePage.tsx: Full internationalization of 16-section terms of service
- Footer.tsx & Navbar.tsx: Add translation keys for brand name, aria-labels

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 22:25:11 -05:00
poduckandClaude c7f241b30a feat(i18n): Comprehensive internationalization of frontend components and pages
Translate all hardcoded English strings to use i18n translation keys:

Components:
- TransactionDetailModal: payment details, refunds, technical info
- ConnectOnboarding/ConnectOnboardingEmbed: Stripe Connect setup
- StripeApiKeysForm: API key management
- DomainPurchase: domain registration flow
- Sidebar: navigation labels
- Schedule/Sidebar, PendingSidebar: scheduler UI
- MasqueradeBanner: masquerade status
- Dashboard widgets: metrics, capacity, customers, tickets
- Marketing: PricingTable, PluginShowcase, BenefitsSection
- ConfirmationModal, ServiceList: common UI

Pages:
- Staff: invitation flow, role management
- Customers: form placeholders
- Payments: transactions, payouts, billing
- BookingSettings: URL and redirect configuration
- TrialExpired: upgrade prompts and features
- PlatformSettings, PlatformBusinesses: admin UI
- HelpApiDocs: API documentation

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 21:40:54 -05:00
poduckandClaude 902582f4ba feat(platform): Redesign tenant invite modal with tier-based permissions
- Simplified UI with Email, Business Name, and Subscription Tier fields
- Added collapsible "Override Tier Limits" section with sliding animation
- Permission options match platform settings structure (Payments, Communication, Customization, Plugins, Advanced, Enterprise)
- Permissions are loaded from subscription plans or fallback to static defaults
- Custom limits/permissions only sent to backend when override is checked

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 20:45:29 -05:00
poduckandClaude 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

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 17:54:46 -05:00
poduckandClaude 3a1b2f2dd8 fix(onboarding): Change 'Go to Dashboard' to 'Go to Login'
The button after tenant creation was misleading - users need to log in first.
Changed button text and URL to explicitly point to /login.

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 17:47:59 -05:00
poduckandClaude 88b54ef9e4 chore(traefik): Remove debug logging, set production log level
Wildcard subdomain routing is now working. Removed access logging
that was added for debugging.

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 17:39:39 -05:00
poduckandClaude 5cdbc19517 fix(traefik): Fix HostRegexp YAML escaping for subdomain routing
In YAML single-quoted strings, backslashes are literal characters.
'\\.' was being interpreted as two backslashes + dot, not as an
escaped dot in the regex.

Changed from '\\.smoothschedule\\.com' to '\.smoothschedule\.com'

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 17:38:57 -05:00
poduckandClaude f3a0f1f07a debug: Add access logging to Traefik
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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 17:37:47 -05:00
poduckandClaude f3951295ac fix(traefik): Remove conflicting TCP router for subdomain handling
The TCP router was intercepting wildcard subdomain traffic at the TCP layer
and sending it directly to nginx:80, bypassing HTTP routing entirely.
This caused 404 errors because nginx wasn't receiving proper HTTP routing.

Now relying on:
- TLS store's defaultGeneratedCert for wildcard certificate
- HTTP HostRegexp router for subdomain routing to nginx

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 17:34:41 -05:00
poduckandClaude 9cbf19ed1b fix(traefik): Simplify HTTP HostRegexp pattern
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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 17:32:53 -05:00
poduckandClaude 88c74398e4 fix(traefik): Simplify HostSNIRegexp pattern for wildcard subdomains
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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 17:29:17 -05:00
poduckandClaude 86947ab206 feat(deploy): Add selective service rebuild and --no-migrate option
- Add support for specifying services to rebuild (e.g., ./deploy.sh traefik)
- Add --no-migrate flag to skip migrations for config-only changes
- Reduce wait time from 10s to 5s

Usage examples:
  ./deploy.sh                               # Build all, run migrations
  ./deploy.sh traefik --no-migrate          # Only rebuild traefik, skip migrations
  ./deploy.sh django nginx                  # Build django and nginx, run migrations

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 17:27:17 -05:00
poduckandClaude 7cc013eaf2 fix(traefik): Add TCP router with HostSNIRegexp for wildcard subdomain TLS
Add a TCP-level router using HostSNIRegexp to match unknown subdomains
at the TLS layer and terminate TLS with wildcard certificate.

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 17:19:21 -05:00
poduckandClaude a723d784cd fix(traefik): Add TLS store for wildcard subdomain routing
- Add default TLS store with wildcard certificate for unknown SNIs
- Add priority=1 to subdomain-router for catch-all behavior
- Use proper Traefik v3 HostRegexp syntax with anchors

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 17:14:36 -05:00
poduckandClaude 13441d88fc fix(traefik): Use separate storage files for certificate resolvers
Separate acme.json storage for HTTP and DNS certificate resolvers
to prevent conflicts when requesting wildcard certificates.

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 17:08:34 -05:00
poduckandClaude b20fa5cfd8 fix(traefik): Update HostRegexp syntax for Traefik v3
Traefik v3 changed HostRegexp syntax from named capture groups to
standard regex. Added low priority to avoid matching specific routes.

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 16:59:45 -05:00
poduckandClaude 093f6d9a62 fix(traefik): Add env_file to read Cloudflare token
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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 16:53:33 -05:00
poduckandClaude 5bf2fc5319 fix(traefik): Use Cloudflare DNS provider instead of DigitalOcean
DNS is hosted on Cloudflare, not DigitalOcean.

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 16:50:21 -05:00
poduckandClaude 33e4b6b9b5 feat(traefik): Add DNS challenge for wildcard SSL certificates
HostRegexp patterns don't work with HTTP challenge because Traefik
can't request certificates for dynamic subdomains. Switched to DNS
challenge using DigitalOcean provider for *.smoothschedule.com wildcard.

Requires DO_AUTH_TOKEN environment variable to be set.

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 16:48:50 -05:00
poduckandClaude 434f874963 fix(traefik): Route tenant subdomains to nginx instead of django
The subdomain-router was incorrectly sending tenant subdomain requests
directly to Django (API server), causing 404 errors. Now routes to nginx
which serves the React SPA and proxies /api/ requests to Django.

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 16:40:18 -05:00
poduckandClaude 0d3c97ea5f fix(onboarding): Improve loading indicator with elapsed time and better pacing
- Add elapsed time counter (MM:SS)
- Spread animation steps over ~30 seconds before final step
- Final step stays spinning (doesn't complete early)
- Progress bar caps at 90% until actually done, pulses on final step
- Show "Finalizing..." and helpful message during long final step
- Clear "45-90 seconds" time estimate upfront

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 16:37:34 -05:00
poduckandClaude 567fe0604a feat(onboarding): Add animated loading indicator and fix completion
- Add multi-step animated loading indicator during tenant creation
- Fix blank completion screen (was checking wrong step number)
- Auto-verify email for users accepting tenant invitations
- Show progress bar and step-by-step status during database setup

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 16:26:11 -05:00
poduckandClaude 5244e16279 fix(tenant): Defer plugin seeding until after transaction commits
The post_save signal was trying to seed plugins before the tenant's
schema migrations had completed, causing a 500 error when accepting
tenant invitations. Using transaction.on_commit() ensures the schema
and tables exist before seeding.

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 16:11:51 -05:00
poduckandClaude 55cb97ca0d fix(deploy): Check if backup directory has content before restoring
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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 16:05:04 -05:00
poduckandClaude a170d6134b fix(invitations): Use tenant-onboard page for platform invitations
Platform/tenant invitations should redirect to /tenant-onboard which has
the full onboarding wizard, not /accept-invite which is for staff invitations.

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2025-12-03 16:02:02 -05:00
poduckandClaude d2c4cbe183 fix(deploy): Fix .envs and .ssh restore to copy contents not directory
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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 15:57:34 -05:00
poduckandClaude 47f1a4d7b4 fix(deploy): Backup and restore .ssh keys during git-based deployments
SSH keys for mail server management are not in git, need to preserve
them like .envs secrets.

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 15:51:08 -05:00
poduckandClaude b455be0ac6 fix(docker): Update nginx context path for git-based deployments
Changed from ../smoothschedule-frontend to ../frontend to match
the git repository structure.

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 15:50:31 -05:00
poduckandClaude abf67a36ed fix(invitations): Support both platform and staff invitation types
- Update useInvitationDetails to try platform tenant invitation first,
  then fall back to staff invitation
- Update useAcceptInvitation to handle both invitation types
- Update useDeclineInvitation to handle both invitation types
- Pass invitation type from AcceptInvitePage to mutations

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 15:49:59 -05:00
poduckandClaude 4f515c3710 feat: Quota enforcement UI and various improvements
- Add quota limit warnings to Resources, Services, and OwnerScheduler pages
- Add quotaUtils.ts for checking quota limits
- Update BusinessLayout with quota context
- Improve email receiver logging
- Update serializers

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 15:47:48 -05:00
poduckandClaude fd751f02f8 refactor(deploy): Use git pull instead of rsync for deployments
- Requires changes to be committed and pushed before deploying
- Clones repo on first deploy, then uses git fetch/reset
- Preserves .envs secrets which are not in git
- Better for multi-developer workflows

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 15:46:01 -05:00
poduckandClaude 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.

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 15:28:17 -05:00
poduckandClaude 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

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 15:19:46 -05:00
poduckandClaude 85c4b835fd fix(mail): Copy SSH keys into Docker image instead of volume mount
Remove volume mount for SSH keys and rely on Dockerfile COPY instruction
to bake SSH keys into the image during build. This ensures proper
permissions and ownership for the django user.

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 13:40:57 -05:00
poduckandClaude bed0ba9304 feat(mail): Add mail server SSH configuration
- Mount SSH keys in Django container for mail server access
- Add mail server configuration environment variables
- Import mail server settings in production.py with env defaults
- Configure mail.talova.net SSH connection parameters

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 13:33:19 -05:00
poduckandClaude 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

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 13:02:44 -05:00
poduckandClaude 9444e26924 docs(help): Comprehensive rewrites for Resources, Services, Customers, Staff guides
HelpResources.tsx:
- Added resource types section with Staff/Room/Equipment
- Documented table columns and their meanings
- Added step-by-step resource creation guide
- Added staff autocomplete with keyboard navigation
- Detailed multilane mode for concurrent bookings
- Documented View Calendar and Edit features

HelpServices.tsx:
- Documented two-column layout with customer preview
- Added drag-and-drop reordering instructions
- Detailed service properties (name, duration, price, description)
- Added photo gallery section with upload, reorder, delete
- Documented customer preview mockup feature

HelpCustomers.tsx:
- Documented customer table columns
- Added search and sorting capabilities
- Step-by-step customer creation guide
- Documented customer statuses (Active, Inactive, Blocked)
- Added tags section for customer organization
- Documented masquerading feature for customer support

HelpStaff.tsx:
- Detailed staff roles (Owner, Manager, Staff) with badges
- Staff table columns documentation
- Step-by-step staff invitation workflow
- Pending invitations management (resend, cancel)
- Edit staff modal with permissions
- Make Bookable feature for linking to resources
- Inactive staff section with reactivation
- Masquerading as staff for training/troubleshooting

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 02:44:02 -05:00
poduckandClaude 445b2bb3fc fix(help): Correct pending appointments sidebar position to left
Fixed documentation that incorrectly stated the pending appointments
sidebar appears on the right side of the scheduler when it actually
appears on the left side.

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 02:35:06 -05:00
poduckandClaude baffe7e577 docs(help): Comprehensive Scheduler documentation with all features
Rewrote HelpScheduler.tsx to document actual scheduler features including:
- Drag-and-drop to reschedule, change resource, or delete appointments
- Resize appointments by dragging edges (start or end)
- Pending appointments sidebar with archive zone
- Undo/Redo with Ctrl+Z/Ctrl+Y (up to 50 actions)
- Zoom controls for timeline detail
- Status colors (blue/yellow/red/green/gray)
- Filtering by status, resource, and service
- Overlapping appointment lanes
- Real-time WebSocket updates
- Month view click-to-day and drag overlay features

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 02:27:39 -05:00
poduckandClaude 5aa49399d0 feat(help): Add floating help button to all pages
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>
2025-12-03 02:23:28 -05:00
poduckandClaude 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

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 02:18:05 -05:00
poduckandClaude 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

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 01:35:59 -05:00
poduckandClaude ef58e9fc94 feat: Stripe subscriptions, tier-based permissions, dark mode, and UX improvements
- 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)

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-02 20:50:18 -05:00
poduckandClaude 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

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-02 13:05:02 -05:00
poduckandClaude dc3210927a feat(platform): Add confirmation modal for email verification
- 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

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-02 11:26:47 -05:00
poduckandClaude 42988c0f88 fix(platform): Allow POST method for verify_email action
The PlatformUserViewSet restricted HTTP methods to GET and PATCH,
but the verify_email action requires POST. Added POST to allowed
methods.

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-02 11:22:13 -05:00
poduckandClaude e4ad7fca87 feat: Plan-based feature permissions and quota enforcement
Backend:
- Add HasQuota() permission factory for quota limits (resources, users, services, appointments, email templates, automated tasks)
- Add HasFeaturePermission() factory for feature-based permissions (SMS, masked calling, custom domains, white label, plugins, webhooks, calendar sync, analytics)
- Add has_feature() method to Tenant model for flexible permission checking
- Add new tenant permission fields: can_create_plugins, can_use_webhooks, can_use_calendar_sync, can_export_data
- Create Data Export API with CSV/JSON support for appointments, customers, resources, services
- Create Analytics API with dashboard, appointments, revenue endpoints
- Add calendar sync views and URL configuration

Frontend:
- Add usePlanFeatures hook for checking feature availability
- Add UpgradePrompt components (inline, banner, overlay variants)
- Add LockedSection wrapper and LockedButton for feature gating
- Update settings pages with permission checks

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-02 11:21:11 -05:00
poduckandClaude 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

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-02 01:42:38 -05:00
poduckandClaude 8038f67183 fix(frontend): Add missing RefreshCw import to PlatformSettings
The Tiers & Pricing tab was crashing with "RefreshCw is not defined"
because the icon was used but not imported from lucide-react.

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-01 20:58:44 -05:00
poduck ee6cf2b802 fix(tickets): Remove invalid source_email_address_id in PlatformEmailReceiver
PlatformEmailReceiver was setting source_email_address_id to a
PlatformEmailAddress ID, but the Ticket model expects a TicketEmailAddress
foreign key. This caused an integrity error that was rolling back the
entire transaction (due to ATOMIC_REQUESTS=True), preventing tickets
from being created.
2025-12-01 19:32:45 -05:00
poduckandClaude c82c60a562 fix(traefik): Add host rewriting for email autoconfig endpoints
Django's multi-tenant middleware doesn't recognize autoconfig/autodiscover
subdomains. This middleware rewrites the Host header to api.smoothschedule.com
so Django routes the request to the public schema.

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-01 19:14:25 -05:00
poduckandClaude 06e0ec3d01 fix: Add SSH client and autoconfig routes for production
- Install openssh-client in production Django container for mail server management
- Copy .ssh keys into container with proper permissions
- Add explicit Traefik routes for autoconfig/autodiscover subdomains

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-01 18:03:40 -05:00
poduckandClaude 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

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-01 17:49:09 -05:00
poduck 65da1c73d0 Checkpoint 2025-12-01 10:56:51 -05:00
poduckandClaude 5147101c7c remove: Django Debug Toolbar from development setup
Removed django-debug-toolbar as it's unnecessary for API-only setup:
- Removed from INSTALLED_APPS and MIDDLEWARE in local.py
- Removed from dev dependencies in pyproject.toml
- Updated uv.lock after package removal

The debug toolbar was interfering with API documentation pages
and provides minimal value for a primarily API-based application.

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-01 04:01:51 -05:00
poduckandClaude 10afe61bb8 fix(debug-toolbar): Hide debug toolbar on API documentation pages
Added SHOW_TOOLBAR_CALLBACK to exclude the debug toolbar from
displaying on /v1/* paths (Swagger UI and ReDoc documentation).

This prevents the large debug toolbar logo from interfering with
the API documentation interface.

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-01 03:59:40 -05:00
poduckandClaude f16ccf76a8 fix(csp): Add cdn.jsdelivr.net to local CSP policy for Swagger UI
Updated local.py CSP directives to match multitenancy.py changes.
This allows Swagger UI assets to load in local development.

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-01 03:58:09 -05:00
poduckandClaude 86cde135a9 fix(csp): Allow cdn.jsdelivr.net for Swagger UI assets
Added cdn.jsdelivr.net to Content Security Policy directives to allow
Swagger UI assets (JavaScript, CSS, and images) to load properly.

Updated CSP directives:
- CSP_SCRIPT_SRC: Added cdn.jsdelivr.net for swagger-ui-bundle.js
- CSP_STYLE_SRC: Added cdn.jsdelivr.net for swagger-ui.css
- CSP_IMG_SRC: Added cdn.jsdelivr.net for favicon

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-01 03:56:05 -05:00
poduckandClaude 7e151a23cc fix(api-docs): Use absolute API URL for Interactive Explorer link
The Interactive Explorer link was using a relative URL (/v1/docs/), which caused it to open on the current subdomain instead of the API subdomain. This resulted in users being redirected to the dashboard.

Changed to use API_BASE_URL to construct the absolute URL, which will correctly point to:
- Local: http://lvh.me:8000/v1/docs/
- Production: https://api.smoothschedule.com/v1/docs/

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-01 03:50:55 -05:00