Commit Graph

10 Commits

Author SHA1 Message Date
poduck
a9719a5fd2 feat: Add comprehensive sandbox mode, public API system, and platform support
This commit adds major features for sandbox isolation, public API access, and platform support ticketing.

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

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

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

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

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

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-28 16:44:06 -05:00
poduck
4acea4f876 feat: Add ticket permission UI and fix assignee dropdown
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>
2025-11-28 05:49:40 -05:00
poduck
9dabb0cb83 feat: Add real-time ticket updates via WebSocket and staff permission control
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>
2025-11-28 05:44:39 -05:00
poduck
200a6b3dd4 feat: Enhance ticketing system with categories, templates, SLA tracking, and fix frontend integration
- Add ticket categories (billing, technical, feature_request, etc.) with type-specific options
- Add TicketTemplate and CannedResponse models for quick ticket creation
- Implement SLA tracking with due_at and first_response_at fields
- Add is_platform_admin and is_customer helper functions to fix permission checks
- Register models in Django admin with filters and fieldsets
- Enhance signals with error handling for WebSocket notifications
- Fix frontend API URLs for templates and canned responses
- Update PlatformSupport page to use real ticketing API
- Add comprehensive i18n translations for all ticket fields

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

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

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

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

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

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-28 03:55:07 -05:00
poduck
b10426fbdb feat: Add photo galleries to services, resource types management, and UI improvements
Major features:
- Add drag-and-drop photo gallery to Service create/edit modals
- Add Resource Types management section to Settings (CRUD for custom types)
- Add edit icon consistency to Resources table (pencil icon in actions)
- Improve Services page with drag-to-reorder and customer preview mockup

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

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

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

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-28 01:11:53 -05:00
poduck
373257469b Add scheduler improvements, API endpoints, and month calendar view
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>
2025-11-27 20:09:04 -05:00
poduck
4ca3144658 Add embedded Dev Quick Login to Login Page 2025-11-27 12:36:23 -05:00
poduck
2e111364a2 Initial commit: SmoothSchedule multi-tenant scheduling platform
This commit includes:
- Django backend with multi-tenancy (django-tenants)
- React + TypeScript frontend with Vite
- Platform administration API with role-based access control
- Authentication system with token-based auth
- Quick login dev tools for testing different user roles
- CORS and CSRF configuration for local development
- Docker development environment setup

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

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