Commit Graph

76 Commits

Author SHA1 Message Date
poduck
47657e7076 Add staff permission controls for editing staff and customers
- Add can_edit_staff and can_edit_customers dangerous permissions
- Move Site Builder, Services, Locations, Time Blocks, Payments to Settings permissions
- Link Edit Others' Schedules and Edit Own Schedule permissions
- Add permission checks to StaffViewSet (partial_update, toggle_active, verify_email)
- Add permission checks to CustomerViewSet (update, partial_update, verify_email)
- Fix CustomerViewSet permission key mismatch (can_access_customers)
- Hide Edit/Verify buttons on Staff and Customers pages without permission
- Make dangerous permissions section more visually distinct (darker red)
- Fix StaffDashboard links to use correct paths (/dashboard/my-schedule)
- Disable settings sub-permissions when Access Settings is unchecked

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

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-29 17:38:48 -05:00
poduck
1aa5b76e3b Add Point of Sale system and tax rate lookup integration
POS System:
- Full POS interface with product grid, cart panel, and payment flow
- Product and category management with barcode scanning support
- Cash drawer operations and shift management
- Order history and receipt generation
- Thermal printer integration (ESC/POS protocol)
- Gift card support with purchase and redemption
- Inventory tracking with low stock alerts
- Customer selection and walk-in support

Tax Rate Integration:
- ZIP-to-state mapping for automatic state detection
- SST boundary data import for 24 member states
- Static rates for uniform-rate states (IN, MA, CT, etc.)
- Statewide jurisdiction fallback for simple lookups
- Tax rate suggestion in location editor with auto-apply
- Multiple data sources: SST, CDTFA, TX Comptroller, Avalara

UI Improvements:
- POS renders full-screen outside BusinessLayout
- Clear cart button prominently in cart header
- Tax rate limited to 2 decimal places
- Location tax rate field with suggestion UI

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

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-27 11:31:19 -05:00
poduck
416cd7059b Add global navigation search, cancellation policies, and UI improvements
- Add global search in top bar for navigating to dashboard pages
- Add cancellation policy settings (window hours, late fee, deposit refund)
- Display booking policies on customer confirmation page
- Filter API tokens by sandbox/live mode
- Widen settings layout and full-width site builder
- Add help documentation search with OpenAI integration
- Add blocked time ranges API for calendar visualization
- Update business hours settings with holiday management

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

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-25 23:39:07 -05:00
poduck
464726ee3e Update staff roles, documentation, and add tenant API
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>
2025-12-24 20:46:36 -05:00
poduck
f71218cc77 Reorganize sidebar navigation with Analytics category
- 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>
2025-12-23 22:35:24 -05:00
poduck
e4668f81c5 Restructure navigation: move setup items to Settings with accordion menu
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>
2025-12-23 22:18:02 -05:00
poduck
fa7ecf16b1 Add service addons and manual scheduling features
Service Addons:
- Add ServiceAddon model with optional resource assignment
- Create AddonSelection component for booking flow
- Add ServiceAddonManager for service configuration
- Include addon API endpoints and serializers

Manual Scheduling:
- Add requires_manual_scheduling and capture_preferred_time to Service model
- Add preferred_datetime and preferred_time_notes to Event model
- Create ManualSchedulingRequest component for booking callback flow
- Auto-open pending sidebar when requests exist or arrive via websocket
- Show preferred times on pending items with detail modal popup
- Add interactive UnscheduledBookingDemo component for help docs

Scheduler Improvements:
- Consolidate Create/EditAppointmentModal into single AppointmentModal
- Update pending sidebar to show preferred schedule info
- Add modal for pending request details with Schedule Now action

Documentation:
- Add Manual Scheduling section to HelpScheduler with interactive demo
- Add Manual Scheduling section to HelpServices with interactive demo

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

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-23 21:27:24 -05:00
poduck
f1b1f18bc5 Add Stripe notifications, messaging improvements, and code cleanup
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>
2025-12-22 15:35:53 -05:00
poduck
18eeda62e8 Add staff email client with WebSocket real-time updates
Implements a complete email client for platform staff members:

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

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

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

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-21 23:40:27 -05:00
poduck
2417bb8313 Add event status trigger, improve test coverage, and UI enhancements
- 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>
2025-12-20 00:19:12 -05:00
poduck
3aa7199503 Add Activepieces integration for workflow automation
- Add Activepieces fork with SmoothSchedule custom piece
- Create integrations app with Activepieces service layer
- Add embed token endpoint for iframe integration
- Create Automations page with embedded workflow builder
- Add sidebar visibility fix for embed mode
- Add list inactive customers endpoint to Public API
- Include SmoothSchedule triggers: event created/updated/cancelled
- Include SmoothSchedule actions: create/update/cancel events, list resources/services/customers

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

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

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

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-17 19:29:13 -05:00
poduck
a80b35a806 Add dashboard and navigation translations with date-fns locale support
- 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>
2025-12-17 00:49:48 -05:00
poduck
e52b56d51c Add comprehensive tenant API documentation and settings help pages
- Create 6 new tenant API documentation pages:
  - HelpApiOverview: Authentication, scopes, rate limits, errors
  - HelpApiAppointments: CRUD operations for appointments
  - HelpApiServices: Read-only service catalog access
  - HelpApiResources: Staff, rooms, equipment endpoints
  - HelpApiCustomers: Customer management endpoints
  - HelpApiWebhooks: Real-time event subscriptions

- Create 6 new settings help pages for granular documentation

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

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

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

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

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-16 22:42:46 -05:00
poduck
725a3c5d84 Add dynamic sidebar text color with brand color contrast
- Add sidebar text color picker to Branding Settings page
- Implement auto-calculated complementary text colors based on brand color luminance
- Dark themes get light tinted text, light themes get dark tinted text
- Add navigation preview showing text on gradient background
- Support 10 new lighter color palettes (Soft Mint, Lavender, Peach, etc.)
- Add CSS utility classes for brand-text with opacity support
- Update sidebar and navigation components to use dynamic text colors
- Add sidebar_text_color field to Tenant model with migration

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

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-16 22:16:25 -05:00
poduck
6a6ad63e7b Consolidate white_label to remove_branding and add embed widget
- Rename white_label feature to remove_branding across frontend/backend
- Update billing catalog, plan features, and permission checks
- Add dark mode support to Recharts tooltips with useDarkMode hook
- Create embeddable booking widget with EmbedBooking page
- Add EmbedWidgetSettings for generating embed code
- Fix Appearance settings page permission check
- Update test files for new feature naming
- Add notes field to User model

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

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-16 21:20:17 -05:00
poduck
0a4a8c7687 Rename plugins feature to automations throughout codebase
- Update billing catalog feature codes: can_use_plugins → can_use_automations, can_create_plugins → can_create_automations
- Update all backend permission checks to use new feature codes
- Update API views to return automations permissions to frontend
- Update frontend types and hooks to use automations terminology
- Move Tasks to Extend section in Sidebar alongside Automations
- Update all related tests

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

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-16 17:42:59 -05:00
poduck
79b76bf2dc Add demo tenant reseed, staff roles, and fix masquerade redirect
Demo Tenant:
- Add block_emails field to Tenant model for demo accounts
- Add is_email_blocked() and wrapper functions in email_service
- Create reseed_demo management command with salon/spa theme
- Add Celery beat task for daily reseed at midnight UTC
- Create 100 appointments, 20 customers, 13 services, 12 resources

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

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

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

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

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

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

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-16 11:56:01 -05:00
poduck
c333010620 Add light/dark mode support to Hero visual content card
🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-15 16:25:46 -05:00
poduck
89fa8f81af Fix: Display correct SmoothSchedule logo in email preview
Replaced the blank base64 encoded logo with the actual SmoothSchedule logo in the email rendering pipeline.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-11 20:20:18 -05:00
poduck
76c0d71aa0 Implement Site Builder with Puck and Booking Widget 2025-12-10 23:54:10 -05:00
poduck
384fe0fd86 Refactor Services page UI, disable full test coverage, and add WIP badges 2025-12-10 23:11:41 -05:00
poduck
8c52d6a275 refactor: Extract reusable UI components and add TDD documentation
- 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>
2025-12-10 15:27:27 -05:00
poduck
30ec150d90 feat: Add subscription/billing/entitlement system
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>
2025-12-10 03:10:30 -05:00
poduck
485f86086b feat: Unified FeaturesPermissionsEditor component for plan and business permissions
- 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>
2025-12-10 01:37:04 -05:00
poduck
90fa628cb5 feat: Add customer appointment details modal and ATM-style currency input
- 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>
2025-12-09 12:46:10 -05:00
poduck
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

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

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-08 02:36:46 -05:00
poduck
a4b23e44b6 feat(messaging): Add broadcast messaging system for owners and managers
- Add BroadcastMessage and MessageRecipient models for sending messages to groups or individuals
- Add Messages page with compose form and sent messages list
- Support targeting by role (owners, managers, staff, customers) or individual users
- Add can_send_messages permission (owners always, managers by default with revocable permission)
- Add autofill search dropdown with infinite scroll for selecting individual recipients
- Add staff permission toggle for managers' messaging access
- Integrate Messages link in sidebar for users with permission

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

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-08 02:33:27 -05:00
poduck
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.

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

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-07 20:35:47 -05:00
poduck
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.

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

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-07 19:39:36 -05:00
poduck
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

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

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-07 17:54:20 -05:00
poduck
410b46a896 feat: Add time block approval workflow and staff permission system
- Add TimeBlock approval status with manager approval workflow
- Create core mixins for staff permission restrictions (DenyStaffWritePermission, etc.)
- Add StaffDashboard page for staff-specific views
- Refactor MyAvailability page for time block management
- Update field mobile status machine and views
- Add per-user permission overrides via JSONField
- Document core mixins and permission system in CLAUDE.md

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

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

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

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

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

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

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

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

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-04 13:06:30 -05:00
poduck
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)

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-04 10:38:53 -05:00
poduck
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

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 22:25:11 -05:00
poduck
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

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 21:40:54 -05:00
poduck
dcb14503a2 feat: Dashboard redesign, plan permissions, and help docs improvements
Major updates including:
- Customizable dashboard with drag-and-drop widget grid layout
- Plan-based feature locking for plugins and tasks
- Comprehensive help documentation updates across all pages
- Plugin seeding in deployment process for all tenants
- Permission synchronization system for subscription plans
- QuotaOverageModal component and enhanced UX flows

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

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

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

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

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 01:35:59 -05:00