Commit Graph

14 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

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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

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-03 01:35:59 -05:00
poduck
08b51d1a5f feat: Quota overage system, updated tier pricing, and communication addons
Quota Overage System:
- Add QuotaOverage model for tracking resource/user quota overages
- Implement 30-day grace period with email notifications (immediate, 7-day, 1-day)
- Add QuotaWarningBanner component in BusinessLayout
- Add QuotaSettings page for managing overages and archiving resources
- Add Celery tasks for automated quota checks and expiration handling
- Add quota management API endpoints

Updated Tier Pricing (Stripe: 2.9% + $0.30):
- Free: No payments (requires addon)
- Starter: 4% + $0.40
- Professional: 3.5% + $0.35
- Business: 3.25% + $0.32
- Enterprise: 3% + $0.30

New Subscription Addons:
- Online Payments ($5/mo + 5% + $0.50) - for Free tier
- SMS Notifications ($10/mo) - enables SMS reminders
- Masked Calling ($15/mo) - enables anonymous calling

BusinessEditModal Improvements:
- Increased width to match PlanModal (max-w-3xl)
- Added all tier options with auto-update on tier change
- Added limits configuration and permissions sections

Backend Fixes:
- Fixed SubscriptionPlan serializer to include all communication fields
- Allow blank business_tier for addon plans
- Added migration for business_tier field changes

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-02 13:05:02 -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
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
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
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
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.

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Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-28 21:36:50 -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

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

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

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

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

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-28 01:11:53 -05:00
poduck
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