Commit Graph

22 Commits

Author SHA1 Message Date
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
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
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
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

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-01 17:49:09 -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
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
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
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
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
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
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
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
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