Commit Graph

10 Commits

Author SHA1 Message Date
poduck
cfc1b36ada feat: Add SMTP settings and collapsible email configuration UI
- Add SMTP fields to TicketEmailSettings model (host, port, TLS/SSL, credentials, from email/name)
- Update serializers with SMTP fields and is_smtp_configured flag
- Add TicketEmailTestSmtpView for testing SMTP connections
- Update frontend API types and hooks for SMTP settings
- Add collapsible IMAP and SMTP configuration sections with "Configured" badges
- Fix TypeScript errors in mockData.ts (missing required fields, type mismatches)

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-29 18:28:29 -05:00
poduck
0c7d76e264 feat: Add event automation system for plugins attached to appointments
- Add GlobalEventPlugin model for auto-attaching plugins to all events
- Create signals for auto-attachment on new events and rescheduling
- Add API endpoints for global event plugins (CRUD, toggle, reapply)
- Update CreateTaskModal with "Scheduled Task" vs "Event Automation" choice
- Add option to apply to all events or future events only
- Display event automations in Tasks page alongside scheduled tasks
- Add EditEventAutomationModal for editing trigger and timing
- Handle event reschedule - update Celery task timing on time/duration changes
- Add Marketplace to Plugins menu in sidebar

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-29 12:17:28 -05:00
poduck
200b7f7930 fix: Include platform plugins in marketplace and fix serializer
Changes:
1. Updated PluginTemplateViewSet.get_queryset() to include PLATFORM
   visibility plugins in marketplace view alongside approved PUBLIC plugins
2. Fixed PluginTemplateListSerializer read_only_fields from string '__all__'
   to proper list reference

Platform plugins are now visible in the marketplace API:
- 6 platform-created plugins seeded via seed_platform_plugins command
- Categories: EMAIL, REPORTS, CUSTOMER, BOOKING
- All marked as visibility=PLATFORM, is_approved=True

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-28 21:50:22 -05:00
poduck
ea6b8fdadd feat: Add plugin marketplace backend infrastructure
Backend Features:
- Created PluginTemplate and PluginInstallation models
- Built complete REST API with marketplace, my plugins, install/uninstall endpoints
- Platform plugins supported (PLATFORM visibility, no whitelisting required)
- Template variable extraction and compilation
- Plugin approval workflow for marketplace publishing
- Rating and review system
- Update detection and version management
- Install count tracking

API Endpoints:
- GET /api/plugin-templates/ - Browse marketplace (view=marketplace/my_plugins/platform)
- POST /api/plugin-templates/ - Create new plugin
- POST /api/plugin-templates/{id}/install/ - Install plugin as ScheduledTask
- POST /api/plugin-templates/{id}/publish/ - Publish to marketplace
- POST /api/plugin-templates/{id}/approve/ - Approve for marketplace (admins)
- POST /api/plugin-installations/{id}/rate/ - Rate and review
- POST /api/plugin-installations/{id}/update_to_latest/ - Update plugin
- DELETE /api/plugin-installations/{id}/ - Uninstall plugin

Platform Plugins:
- Created seed_platform_plugins management command
- 6 starter plugins ready: daily summary, no-show tracker, birthdays, revenue reports, reminders, re-engagement
- Platform plugins bypass whitelist validation
- Pre-approved and available to all businesses

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-28 21:24:27 -05:00
poduck
3fef0d5749 feat: Add comprehensive plugin documentation and advanced template system
Added complete plugin documentation with visual mockups and expanded template
variable system with CONTEXT, DATE helpers, and default values.

Backend Changes:
- Extended template_parser.py to support all new template types
- Added PROMPT with default values: {{PROMPT:var|desc|default}}
- Added CONTEXT variables: {{CONTEXT:business_name}}, {{CONTEXT:owner_email}}
- Added DATE helpers: {{DATE:today}}, {{DATE:+7d}}, {{DATE:monday}}
- Implemented date expression evaluation for relative dates
- Updated compile_template to handle all template types
- Added context parameter for business data auto-fill

Frontend Changes:
- Created comprehensive HelpPluginDocs.tsx with Stripe-style API docs
- Added visual mockup of plugin configuration form
- Documented all template types with examples and benefits
- Added Command Reference section with allowed/blocked Python commands
- Documented all HTTP methods (GET, POST, PUT, PATCH, DELETE)
- Added URL whitelisting requirements and approval process
- Created Platform Staff management page with edit modal
- Added can_approve_plugins and can_whitelist_urls permissions

Platform Staff Features:
- List all platform_manager and platform_support users
- Edit user details with role-based permissions
- Superusers can edit anyone
- Platform managers can only edit platform_support users
- Permission cascade: users can only grant permissions they have
- Real-time updates via React Query cache invalidation

Documentation Highlights:
- 4 template types: PROMPT, CONTEXT, DATE, and automatic validation
- Visual form mockup showing exactly what users see
- All allowed control flow (if/elif/else, for, while, try/except, etc.)
- All allowed built-in functions (len, range, min, max, etc.)
- All blocked operations (import, exec, eval, class/function defs)
- Complete HTTP API reference with examples
- URL whitelisting process: contact pluginaccess@smoothschedule.com

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-28 20:54:07 -05:00
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
83815fcb34 feat: Implement staff invitation system with role-based permissions
- Add StaffInvitation model with token-based 7-day expiration
- Create invitation API endpoints (create, cancel, resend, accept, decline)
- Add permissions JSONField to User model for granular access control
- Implement frontend invite modal with role-specific permissions:
  - Manager: can_invite_staff, can_manage_resources, can_manage_services,
    can_view_reports, can_access_settings, can_refund_payments
  - Staff: can_view_all_schedules, can_manage_own_appointments
- Add edit staff modal with permissions management and deactivate option
- Create AcceptInvitePage for invitation acceptance flow
- Add active/inactive staff separation with collapsible section
- Auto-create bookable resource when configured at invite time
- Remove Quick Add Appointment from dashboard

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-28 02:03:48 -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
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