Commit Graph

51 Commits

Author SHA1 Message Date
poduck
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

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-02 11:26:47 -05:00
poduck
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

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

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

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-02 01:42:38 -05:00
poduck
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.

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-01 20:58:44 -05:00
poduck
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
poduck
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
poduck
99adeda83c feat(production): Configure WebSocket auth and multi-tenant cookies for production
- Add TokenAuthMiddleware to WebSocket connections for authenticated access
- Configure SESSION_COOKIE_DOMAIN and CSRF_COOKIE_DOMAIN for subdomain sharing (.smoothschedule.com)
- Remove '/api' prefix from URL routes to align frontend/backend conventions
- Fix imports in asgi.py (tickets instead of smoothschedule.tickets)
- Update dependencies (pyproject.toml, uv.lock)

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-01 02:54:03 -05:00
poduck
2b4104a819 chore(deploy): Update production configuration for ASGI and new URL structure
- Switched production start script from Gunicorn to Daphne to support WebSockets.
- Updated VITE_API_URL in frontend production env to 'https://api.smoothschedule.com', removing the '/api' prefix to align with the backend URL refactor.
2025-12-01 02:44:51 -05:00
poduck
980b5d36aa fix(scheduler): Update Timeline to use apiClient for authenticated resource fetching
The Timeline component was using a raw axios instance with hardcoded URLs, causing it to bypass authentication and tenant context headers. This resulted in empty or failed data fetches. Updated it to use the configured 'apiClient', ensuring that the authentication token and 'X-Business-Subdomain' headers are correctly sent, allowing the backend to return the appropriate tenant-specific resources and appointments.
2025-12-01 02:32:48 -05:00
poduck
b3e2c1f324 refactor(frontend): Remove '/api' prefix from all API calls to align with backend URL convention
- Updated all API endpoint strings in 'frontend/src' (via sed and manual fixes) to remove the '/api/' prefix.
- Manually fixed 'Timeline.tsx' absolute URLs to use the 'api' subdomain and correct path.
- Manually fixed 'useAuth.ts' logout fetch URLs.
- Updated 'HelpApiDocs.tsx' sandbox URL.
- This change, combined with the backend URL update, fully transitions the application to use subdomain-based routing (e.g., 'http://api.lvh.me:8000/resource/') instead of path-prefix routing (e.g., 'http://api.lvh.me:8000/api/resource/').
2025-12-01 02:14:17 -05:00
poduck
92724d03b6 refactor(api): Remove '/api' prefix from frontend API calls and config
- Removed '/api/' prefix from endpoint paths in auth.ts, notifications.ts, oauth.ts, and platform.ts to align with the backend URL reconfiguration.
- Updated 'API_BASE_URL' in config.ts to remove the '/api' suffix, ensuring that API requests are correctly routed to the root of the 'api' subdomain (e.g., http://api.lvh.me:8000/).
- Included improvements to login redirect logic in client.ts.
2025-12-01 01:48:22 -05:00
poduck
a274d70cec feat(websocket): Resolve ticket WebSocket disconnection/reconnection issue
This commit addresses the persistent WebSocket disconnection and reconnection
problem experienced with ticket updates. The root cause was identified as the
Django backend not running as an ASGI server, which is essential for WebSocket
functionality, and incorrect WebSocket routing.

The following changes were made:

- **Frontend ():**
  - Updated to append the  from cookies to the WebSocket URL's
    query parameter for authentication, ensuring the token is sent with the
    WebSocket connection request.

- **Backend Configuration:**
  - **:** Modified to explicitly
    start the Daphne ASGI server using  instead
    of . This ensures the backend runs in ASGI
    mode, capable of handling WebSocket connections.
  - **:** Removed 'daphne' from
    . Daphne is an ASGI server, not a traditional Django
    application, and its presence in  was causing application
    startup failures.
  - **:**
    - Removed  from  as it
      conflicts with Channels' ASGI server takeover.
    - Explicitly set  to ensure
      the ASGI entry point is correctly referenced.
  - **:** Added 'channels'
    to , ensuring the Channels application is correctly loaded
    within the multi-tenant setup, enabling ASGI functionality.

- **Backend Middleware & Routing:**
  - **:** Implemented a custom
     to authenticate WebSocket connections using an
     from either a query parameter or cookies. This middleware
    ensures proper user authentication for WebSocket sessions. Debugging
    prints with  were added for better visibility.
  - **:** Adjusted WebSocket URL regexes
    to  for robustness, ensuring correct matching
    regardless of leading/trailing slashes in the path.

These changes collectively ensure that WebSocket connections are properly
initiated by the frontend, authenticated by the backend, and served by
an ASGI-compliant server, resolving the frequent disconnection/reconnection
issue.
2025-12-01 01:40:45 -05:00
poduck
c0c037e3b9 Fix: Use api.lvh.me:8000 consistently for development API access
- Changed VITE_API_URL from localhost:8000 to api.lvh.me:8000
- Registered api.lvh.me domain in database pointing to public schema
- This maintains consistency between development and production where
  api subdomain is used for API access
- All test users can now authenticate via quick login

The development setup now mirrors production:
- Production: api.smoothschedule.com → Django API
- Development: api.lvh.me:8000 → Django API (via docker container)

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-30 21:05:40 -05:00
poduck
52dde7c95b Fix: Resolve Django settings import error and fix quick login API endpoint
Settings Refactoring Fixes:
- Add minimal LOGGING structure to base.py for multitenancy.py to extend
- Restore LOGGING import in multitenancy.py
- Add development LOGGING configuration to local.py
- This allows multitenancy.py to extend LOGGING configuration properly

Quick Login Fix:
- Update frontend .env.development to use VITE_API_URL=http://localhost:8000
- Previous configuration tried to access api.lvh.me which failed due to
  django-tenants not recognizing that hostname
- Using localhost:8000 directly bypasses subdomain routing and accesses
  the public schema where auth endpoints are available

Both fixes restore full functionality:
- Django now starts without import errors in local development
- Quick login API calls now succeed and return authentication tokens
- Frontend can authenticate users for development/testing

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-30 21:02:24 -05:00
poduck
2b321aef57 Add missing frontend platform components and update production deployment
This commit adds all previously untracked files and modifications needed for production deployment:
- New marketing components (BenefitsSection, CodeBlock, PluginShowcase, PricingTable)
- Platform admin components (EditPlatformEntityModal, PlatformListRow, PlatformListing, PlatformTable)
- Updated deployment configuration and scripts
- Various frontend API and component improvements

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-30 19:49:06 -05:00
poduck
0d1a3045fb Feat: Add marketing site and switch to git-based deployment 2025-11-30 16:18:11 -05:00
poduck
2b28fc49c9 fix: Remove /api/ prefix from all API endpoints
- Fixed double /api/api/ issue in production
- Updated all API files to remove /api/ prefix since baseURL already includes it
- Files fixed: platform.ts, oauth.ts, customDomains.ts, domains.ts, business.ts, sandbox.ts
- Production build will need to be rebuilt after pulling these changes
2025-11-30 16:04:20 -05:00
poduck
4cd6610f2a Fix double /api/ prefix in API endpoint calls
When VITE_API_URL=/api, axios baseURL is already set to /api. However, all endpoint calls included the /api/ prefix, creating double paths like /api/api/auth/login/.

Removed /api/ prefix from 81 API endpoint calls across 22 files:
- src/api/auth.ts - Fixed login, logout, me, refresh, hijack endpoints
- src/api/client.ts - Fixed token refresh endpoint
- src/api/profile.ts - Fixed all profile, email, password, MFA, sessions endpoints
- src/hooks/*.ts - Fixed all remaining API calls (users, appointments, resources, etc)
- src/pages/*.tsx - Fixed signup and email verification endpoints

This ensures API requests use the correct path: /api/auth/login/ instead of /api/api/auth/login/

🤖 Generated with Claude Code

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-30 15:27:57 -05:00
poduck
25db8dd35a Fix API URL duplication: Remove /api suffix from VITE_API_URL 2025-11-30 02:04:43 -05:00
poduck
613acf17c1 Fix production 404 errors: Add missing OAuth endpoints and domain script 2025-11-30 01:37:19 -05:00
poduck
7b0cf62019 feat: Add OAuth email integration and production deployment config
- Add OAuthCredential model for storing Google/Microsoft OAuth tokens
- Add email provider auto-detection endpoint (Gmail, Outlook, Yahoo, etc.)
- Add EmailConfigWizard frontend component with step-by-step setup
- Add OAuth flow endpoints for Google and Microsoft XOAUTH2
- Update production settings to make AWS, Sentry, Mailgun optional
- Update Traefik config for wildcard subdomain routing
- Add logo resize utility script

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-29 21:26:17 -05:00
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
9b106bf129 feat: Add plugin configuration editing with template variable parsing
## Backend Changes:
- Enhanced PluginTemplate.save() to auto-parse template variables from plugin code
- Updated PluginInstallationSerializer to expose template metadata (description, category, version, author, logo, template_variables)
- Fixed template variable parser to handle nested {{ }} braces in default values
- Added brace-counting algorithm to properly extract variables with insertion codes
- Fixed explicit type parameter detection (textarea, text, email, etc.)
- Made scheduled_task optional on PluginInstallation model
- Added EventPlugin through model for event-plugin relationships
- Added Event.execute_plugins() method for plugin automation

## Frontend Changes:
- Created Tasks.tsx page for managing scheduled tasks
- Enhanced MyPlugins page with clickable plugin cards
- Added edit configuration modal with dynamic form generation
- Implemented escape sequence handling (convert \n, \', etc. for display)
- Added plugin logos to My Plugins page
- Updated type definitions for PluginInstallation interface
- Added insertion code documentation to Plugin Docs

## Plugin System:
- All platform plugins now have editable email templates with textarea support
- Template variables properly parsed with full default values
- Insertion codes ({{CUSTOMER_NAME}}, {{BUSINESS_NAME}}, etc.) documented
- Plugin logos displayed in marketplace and My Plugins

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-28 23:45:55 -05:00
poduck
0f46862125 fix: Change Install to View button and fix author display in marketplace
Changes:
1. Changed "Install" button to "View" button with Eye icon
   - Removed separate "Details" button
   - Single "View" button now opens the details modal
2. Fixed author mapping to use author_name from API
3. Fixed rating field to use rating_average from API
4. Set isVerified based on visibility === 'PLATFORM'

The modal now correctly displays:
- Plugin name with verified badge for platform plugins
- Author name (e.g., "Smooth Schedule")
- Version number
- Full description with formatting
- Category, ratings, and install count

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-28 22:01:05 -05:00
poduck
61f43375b9 refactor: Remove Marketplace link from Plugins dropdown
Users can access the marketplace via the "Browse Marketplace" button
on the My Plugins page, so the redundant sidebar link has been removed.

The Plugins dropdown now contains:
- My Plugins
- Plugin Docs

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-28 21:46:28 -05:00
poduck
141eadca8d feat: Add Plugin Marketplace and My Plugins management pages
This commit completes the plugin system UI by adding two key pages:

1. Plugin Marketplace (/plugins/marketplace):
   - Browse and search platform-provided plugins
   - Filter by category (EMAIL, REPORTS, CUSTOMER, BOOKING, etc.)
   - View plugin details including ratings, install count, description
   - Install plugins with one click
   - Modal view for detailed plugin information

2. My Plugins (/plugins/my-plugins):
   - View all installed plugins
   - Manage plugin activation status
   - Update plugins when new versions available
   - Rate and review installed plugins
   - Uninstall plugins with confirmation
   - Links to create custom plugins and browse marketplace

Additional changes:
- Added plugin routes to App.tsx with owner/manager access control
- Updated HelpPluginDocs.tsx with navigation callout boxes
- Added TypeScript interfaces for PluginTemplate and PluginInstallation
- Both pages feature full dark mode support
- Professional UI with Tailwind CSS styling
- React Query integration for data fetching

The pages are accessible from the Plugins dropdown menu in the sidebar.

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-28 21:36:50 -05:00
poduck
e234d5fd9c feat: Add Plugins dropdown menu to Business sidebar
- Added Plugins collapsible menu with 3 items:
  - Plugin Marketplace (/plugins/marketplace)
  - My Plugins (/plugins/my-plugins)
  - Plugin Docs (/help/plugins)
- Moved Plugin Docs from Help dropdown to Plugins dropdown
- Added Plug, ShoppingBag, Package icons from lucide-react
- Added translations for plugin navigation items
- Auto-opens dropdown when on /plugins/* routes

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-28 21:29:02 -05:00
poduck
ecfdbdefe0 refactor: Replace "Platform" with "SmoothSchedule" in licensing section
Updated all references to "Platform" in the licensing documentation to use
"SmoothSchedule" for better branding consistency:

- Changed "Platform Rights" to "SmoothSchedule Rights"
- Changed "Platform Service Rights" to "SmoothSchedule Service Rights"
- Changed "Platform Use" table header to "SmoothSchedule Use"
- Updated all inline references from "Platform" to "SmoothSchedule"

This makes the licensing terms more specific and branded while maintaining
the same legal structure and protections.

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-28 21:07:09 -05:00
poduck
79fde43a51 docs: Add comprehensive Plugin Licensing section to documentation
Added new "Plugin Licensing" section to plugin documentation that covers:

**SmoothSchedule Community Plugin License (SCPL):**
- Custom license for marketplace plugins
- Grants platform rights to use, execute, host, and distribute code
- Grants users rights to install, use, and modify for their business
- Requires attribution to original author
- Allows users to adapt code but not republish without permission
- Permits authors to unpublish anytime (existing installs continue)
- Authors retain copyright and can license elsewhere
- Similar to MIT License + Platform Service Rights

**Private vs. Marketplace Plugins:**
- Private plugins: Full ownership, any license (or none), private to business
- Marketplace plugins: Must use SCPL, visible to all users, author credited
- Both types: Platform can execute code to provide automation service

**Key Features:**
- Comparison table showing differences between private and marketplace plugins
- Code verification and security requirements documented
- Decision guide for when to publish vs. keep private
- Important notices about warranties, compliance, and data privacy
- Platform service rights clearly explained

**Legal Protections:**
- Platform has rights to execute user code for service delivery
- No warranty disclaimer (plugins "as-is")
- User compliance responsibility for laws and regulations
- Data privacy obligations (GDPR, CCPA compliance)

The SCPL is designed to be marketplace-friendly while protecting both
the platform and plugin authors, similar to how npm/PyPI handle packages
but with added platform service rights for SaaS execution.

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-28 21:05:31 -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
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
640961904e feat: Add comprehensive permissions to BusinessEditModal
Frontend Changes:
- Add all 5 platform permissions to BusinessEditModal (matching TenantInviteModal)
  - Manage OAuth Credentials
  - Accept Online Payments (Stripe Connect)
  - Use Custom Domain
  - Remove Branding (White Label)
  - API Access
- Add "Coming Soon" feature limits section with 11 future capabilities
  - Video conferencing
  - Event types limits (unlimited or custom)
  - Calendar connections limits (unlimited or custom)
  - External API connections
  - Repeated/recurring events
  - 2FA requirement
  - System logs download
  - Data deletion
  - Masked phone numbers
  - POS system integration
  - Mobile app access
- Update TypeScript interfaces to include all permission fields
  - PlatformBusiness: Add 4 new required boolean fields
  - PlatformBusinessUpdate: Add 4 new optional boolean fields

Backend Changes:
- Update TenantUpdateSerializer to accept all 5 permission fields
  - can_manage_oauth_credentials
  - can_accept_payments
  - can_use_custom_domain
  - can_white_label
  - can_api_access

UI Improvements:
- All permissions displayed with toggle switches and descriptions
- Purple theme for permission toggles
- Gray card backgrounds for visual separation
- "Coming Soon" badge with yellow styling
- Disabled state (opacity-50) for future features
- Proper spacing and layout consistency

Result:
- BusinessEditModal now has complete feature parity with TenantInviteModal
- Platform admins can view and modify all current permissions
- Clear visibility into planned features

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-28 04:00:42 -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
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
a7c756a8ec feat: Implement staff selection for STAFF resource type in resource modal 2025-11-27 22:08:15 -05:00
poduck
86a4e87ed6 Enhance month view overlay with preview, auto-scroll, and 1s delay
- Fix backend type comparison in AvailabilityService (int vs string)
- Add durationMinutes to month overlay drop to fix end_time calculation
- Add live preview of dragged appointment in overlay with lane splitting
- Implement horizontal auto-scroll when dragging to overlay edges
- Add 1-second delay before overlay appears for easier date navigation
- Remove redundant drop zone highlight (preview shows position)

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-27 21:48:34 -05:00
poduck
2a95b007e2 feat: Implement overlapping lane layout for Month View drop overlay 2025-11-27 20:22:57 -05:00
poduck
d54d9eee6b feat: Refine month view: fade non-current month days and add auto-scroll to drop overlay 2025-11-27 20:21:22 -05:00
poduck
d7cc83ebdd feat: Implement drag-and-drop in Month View with 'Day Snap' time slot overlay 2025-11-27 20:14:48 -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
06ed9e6f69 Fix Frontend Issues: CSP, Chart Height, and Logout
- Add CSP settings explicitly to local.py to ensure they are active
- Implement logout API endpoint (view and url) to fix 404
- Add min-height to chart container in PlatformDashboard to fix recharts error
2025-11-27 12:33:12 -05:00
poduck
249a9040d2 Implement Platform Superuser UI and Fix API Role Casing
- Update API to return lowercase roles for frontend compatibility
- Fix Tenant owner lookup in platform admin serializer
- Update frontend App.tsx to match tarball implementation
- Prioritize vite.config.js for HMR support
- Include pending CSP and CORS configuration updates
2025-11-27 02:16:05 -05:00