- Add PlatformEmailTemplate model and API for superuser-managed email templates
- Add PlatformStaffInvitation model with email sending via Celery tasks
- Add platform staff invite page and acceptance flow with auto-login
- Add quota tracking models (DailyAppointmentUsage, DailyAPIUsage, StorageUsage)
- Add quota status API endpoints and frontend banners
- Add storage usage service for tenant media tracking
- Fix platform user deletion with raw SQL to handle multi-tenant FK constraints
- Update EditPlatformUserModal with archive/delete buttons
- Update PlatformSidebar with email templates link for superusers
- Configure console email backend and Celery eager mode for local development
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
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>
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>
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>
The demo functionality is now embedded directly in the help documentation
(HelpScheduler and HelpServices pages).
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
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>
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>
Deployment improvements:
- Add template env files (.envs.example/) for documentation
- Create init-production.sh for one-time server setup
- Create build-activepieces.sh for building/deploying AP image
- Update deploy.sh with --deploy-ap flag
- Make custom-pieces-metadata.sql idempotent
- Update DEPLOYMENT.md with comprehensive instructions
Frontend:
- Redirect logged-in business owners from root domain to tenant dashboard
- Redirect logged-in users from /login to /dashboard on their tenant
- Log out customers on wrong subdomain instead of redirecting
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Instead of redirecting business users to their business subdomain when
they access the platform subdomain, clear their session and show the
platform login page. This is cleaner when masquerading changes tokens
to a tenant user - they can simply log back in as a platform user.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
When a business user (owner, staff, resource) ended up on the platform
subdomain (e.g., via stale tokens or direct URL access), they would fall
through to business routes and see the PublicPage ("Schedule Your Appointment")
instead of being redirected to their proper business subdomain.
Added redirect rule for business users on platform subdomain to redirect
them to their business subdomain, matching the existing behavior for
customers on platform subdomain.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- 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>
- 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>
- 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>
- 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>
- 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>
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>
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.
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>
- 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>
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>
- 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>
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>
- 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>
- 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>
- 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>
- 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>
- 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>
Dynamically set robots meta tag to noindex/nofollow when on any
subdomain (platform.*, demo.*, etc.). Only the root domain
marketing pages should be indexed.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
- New TenantLandingPage component with 'Coming Soon' message
- Shows business name derived from subdomain
- Has 'Sign In' button that goes to /login
- 'Powered by SmoothSchedule' footer
- Will be customizable later for each tenant
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Don't redirect unauthenticated users to login when accessing public paths
like /accept-invite, /verify-email, or /tenant-onboard on subdomains.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Add SMTP email backend support to production settings (EMAIL_HOST, EMAIL_PORT, etc.)
- Falls back to console backend if SMTP not configured
- Fix AcceptInvitePage to support both path parameter (/accept-invite/:token) and
query parameter (?token=...) formats for invitation tokens
- Add route for /accept-invite/:token in App.tsx
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
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>
- 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>
- 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>
- 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>
- 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/').
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>
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>
- 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>
## 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>
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>
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>
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>
- 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>
