smoothschedule/CLAUDE.md

# SmoothSchedule - Multi-Tenant Scheduling Platform

## Quick Reference

### Project Structure
```
/home/poduck/Desktop/smoothschedule2/
├── frontend/                    # React + Vite + TypeScript frontend
│   └── CLAUDE.md               # Frontend-specific docs
│
├── smoothschedule/             # Django backend (RUNS IN DOCKER!)
│   └── CLAUDE.md               # Backend-specific docs
│
└── legacy_reference/           # Old code for reference (do not modify)
```

### Development URLs
- **Frontend:** `http://demo.lvh.me:5173` (or any business subdomain)
- **Platform Frontend:** `http://platform.lvh.me:5173`
- **Backend API:** `http://lvh.me:8000/api/`

Note: `lvh.me` resolves to `127.0.0.1` - required for subdomain cookies to work.

## CRITICAL: Test-Driven Development (TDD) Required

**All code changes MUST follow TDD.** This is non-negotiable.

### TDD Workflow

1. **Write tests FIRST** before writing any implementation code
2. **Run tests** to verify they fail (red)
3. **Write minimal code** to make tests pass (green)
4. **Refactor** while keeping tests green
5. **Repeat** for each new feature or bug fix

### Coverage Requirements

| Target | Minimum | Goal |
|--------|---------|------|
| Backend (Django) | **80%** | 100% |
| Frontend (React) | **80%** | 100% |

### Running Tests with Coverage

**Backend (Django):**
```bash
cd /home/poduck/Desktop/smoothschedule2/smoothschedule

# Run all tests with coverage
docker compose -f docker-compose.local.yml exec django pytest --cov --cov-report=term-missing

# Run tests for a specific app
docker compose -f docker-compose.local.yml exec django pytest smoothschedule/scheduling/schedule/tests/ --cov=smoothschedule/scheduling/schedule

# Run a single test file
docker compose -f docker-compose.local.yml exec django pytest smoothschedule/path/to/test_file.py -v

# Run tests matching a pattern
docker compose -f docker-compose.local.yml exec django pytest -k "test_create_resource" -v
```

**Frontend (React):**
```bash
cd /home/poduck/Desktop/smoothschedule2/frontend

# Run all tests with coverage
npm test -- --coverage

# Run tests in watch mode during development
npm test

# Run a single test file
npm test -- src/hooks/__tests__/useResources.test.ts

# Run tests matching a pattern
npm test -- -t "should create resource"
```

### Test File Organization

**Backend:**
```
smoothschedule/smoothschedule/{domain}/{app}/
├── models.py
├── views.py
├── serializers.py
└── tests/
    ├── __init__.py
    ├── test_models.py      # Model unit tests
    ├── test_serializers.py # Serializer tests
    ├── test_views.py       # API endpoint tests
    └── factories.py        # Test factories (optional)
```

**Frontend:**
```
frontend/src/
├── hooks/
│   ├── useResources.ts
│   └── __tests__/
│       └── useResources.test.ts
├── components/
│   ├── MyComponent.tsx
│   └── __tests__/
│       └── MyComponent.test.tsx
└── pages/
    ├── MyPage.tsx
    └── __tests__/
        └── MyPage.test.tsx
```

### What to Test

**Backend:**
- Model methods and properties
- Model validation (clean methods)
- Serializer validation
- API endpoints (all HTTP methods)
- Permission classes
- Custom querysets and managers
- Signals
- Celery tasks
- Utility functions

**Frontend:**
- Custom hooks (state changes, API calls)
- Component rendering
- User interactions (clicks, form submissions)
- Conditional rendering
- Error states
- Loading states
- API client functions

### TDD Example - Adding a New Feature

**Step 1: Write the test first**
```python
# Backend: test_views.py
def test_create_resource_with_schedule(self, api_client, tenant):
    """New feature: resources can have a default schedule."""
    data = {
        "name": "Test Resource",
        "type": "STAFF",
        "default_schedule": {
            "monday": {"start": "09:00", "end": "17:00"},
            "tuesday": {"start": "09:00", "end": "17:00"},
        }
    }
    response = api_client.post("/api/resources/", data, format="json")
    assert response.status_code == 201
    assert response.data["default_schedule"]["monday"]["start"] == "09:00"
```

```typescript
// Frontend: useResources.test.ts
it('should create resource with schedule', async () => {
  const { result } = renderHook(() => useCreateResource());

  await act(async () => {
    await result.current.mutateAsync({
      name: 'Test Resource',
      type: 'STAFF',
      defaultSchedule: { monday: { start: '09:00', end: '17:00' } }
    });
  });

  expect(mockApiClient.post).toHaveBeenCalledWith('/resources/', expect.objectContaining({
    default_schedule: expect.any(Object)
  }));
});
```

**Step 2: Run tests - they should FAIL**

**Step 3: Write minimal implementation to make tests pass**

**Step 4: Refactor if needed while keeping tests green**

### Pre-Commit Checklist

Before committing ANY code:
1. [ ] Tests written BEFORE implementation
2. [ ] All tests pass
3. [ ] Coverage meets minimum threshold (80%)
4. [ ] No skipped or disabled tests without justification

## CRITICAL: Backend Runs in Docker

**NEVER run Django commands directly.** Always use Docker Compose:

```bash
cd /home/poduck/Desktop/smoothschedule2/smoothschedule

# Run migrations
docker compose -f docker-compose.local.yml exec django python manage.py migrate

# Django shell
docker compose -f docker-compose.local.yml exec django python manage.py shell

# View logs
docker compose -f docker-compose.local.yml logs -f django

# Any management command
docker compose -f docker-compose.local.yml exec django python manage.py <command>
```

## Key Configuration Files

### Backend (Django)
| File | Purpose |
|------|---------|
| `smoothschedule/docker-compose.local.yml` | Docker services config |
| `smoothschedule/.envs/.local/.django` | Django env vars (SECRET_KEY, etc.) |
| `smoothschedule/.envs/.local/.postgres` | Database credentials |
| `smoothschedule/config/settings/local.py` | Local Django settings |
| `smoothschedule/config/settings/base.py` | Base Django settings |
| `smoothschedule/config/urls.py` | URL routing |

### Frontend (React)
| File | Purpose |
|------|---------|
| `frontend/.env.development` | Vite env vars |
| `frontend/vite.config.ts` | Vite configuration |
| `frontend/src/api/client.ts` | Axios API client |
| `frontend/src/types.ts` | TypeScript interfaces |
| `frontend/src/i18n/locales/en.json` | Translations |
| `frontend/src/utils/dateUtils.ts` | Date formatting utilities |

## Timezone Architecture (CRITICAL)

All date/time handling follows this architecture to ensure consistency across timezones.

### Core Principles

1. **Database**: All times stored in UTC
2. **API Communication**: Always use UTC (both directions)
3. **API Responses**: Include `business_timezone` field
4. **Frontend Display**: Convert UTC based on `business_timezone`
   - If `business_timezone` is set → display in that timezone
   - If `business_timezone` is null/blank → display in user's local timezone

### Data Flow

```
FRONTEND (User in Eastern Time selects "Dec 8, 2:00 PM")
    ↓
Convert to UTC: "2024-12-08T19:00:00Z"
    ↓
Send to API (always UTC)
    ↓
DATABASE (stores UTC)
    ↓
API RESPONSE:
{
  "start_time": "2024-12-08T19:00:00Z",     // Always UTC
  "business_timezone": "America/Denver"     // IANA timezone (or null for local)
}
    ↓
FRONTEND CONVERTS:
  - If business_timezone set:  UTC → Mountain Time → "Dec 8, 12:00 PM MST"
  - If business_timezone null: UTC → User local   → "Dec 8, 2:00 PM EST"
```

### Frontend Helper Functions

Located in `frontend/src/utils/dateUtils.ts`:

```typescript
import {
  toUTC,
  fromUTC,
  formatForDisplay,
  formatDateForDisplay,
  getDisplayTimezone,
} from '../utils/dateUtils';

// SENDING TO API - Always convert to UTC
const apiPayload = {
  start_time: toUTC(selectedDateTime),  // "2024-12-08T19:00:00Z"
};

// RECEIVING FROM API - Convert for display
const displayTime = formatForDisplay(
  response.start_time,        // UTC from API
  response.business_timezone  // "America/Denver" or null
);
// Result: "Dec 8, 2024 12:00 PM" (in business or local timezone)

// DATE-ONLY fields (time blocks)
const displayDate = formatDateForDisplay(
  response.start_date,
  response.business_timezone
);
```

### API Response Requirements

All endpoints returning date/time data MUST include:

```python
# In serializers or views
{
    "start_time": "2024-12-08T19:00:00Z",
    "business_timezone": business.timezone,  # "America/Denver" or None
}
```

### Backend Serializer Mixin

Use `TimezoneSerializerMixin` from `core/mixins.py` to automatically add the timezone field:

```python
from core.mixins import TimezoneSerializerMixin

class EventSerializer(TimezoneSerializerMixin, serializers.ModelSerializer):
    class Meta:
        model = Event
        fields = [
            'id', 'start_time', 'end_time',
            # ... other fields ...
            'business_timezone',  # Provided by mixin
        ]
        read_only_fields = ['business_timezone']
```

The mixin automatically retrieves the timezone from the tenant context.
- Returns the IANA timezone string if set (e.g., "America/Denver")
- Returns `null` if not set (frontend uses user's local timezone)

### Common Mistakes to Avoid

```typescript
// BAD - Uses browser local time, not UTC
date.toISOString().split('T')[0]

// BAD - Doesn't respect business timezone setting
new Date(utcString).toLocaleString()

// GOOD - Use helper functions
toUTC(date)                                   // For API requests
formatForDisplay(utcString, businessTimezone) // For displaying
```

## Django App Organization (Domain-Based)

Apps are organized into domain packages under `smoothschedule/smoothschedule/`:

### Identity Domain
| App | Location | Purpose |
|-----|----------|---------|
| `core` | `identity/core/` | Tenant, Domain, PermissionGrant, middleware, mixins |
| `users` | `identity/users/` | User model, authentication, MFA |

### Scheduling Domain
| App | Location | Purpose |
|-----|----------|---------|
| `schedule` | `scheduling/schedule/` | Resources, Events, Services, Participants |
| `contracts` | `scheduling/contracts/` | Contract/e-signature system |
| `analytics` | `scheduling/analytics/` | Business analytics and reporting |

### Communication Domain
| App | Location | Purpose |
|-----|----------|---------|
| `notifications` | `communication/notifications/` | Notification system |
| `credits` | `communication/credits/` | SMS/calling credits |
| `mobile` | `communication/mobile/` | Field employee mobile app |
| `messaging` | `communication/messaging/` | Email templates and messaging |

### Commerce Domain
| App | Location | Purpose |
|-----|----------|---------|
| `payments` | `commerce/payments/` | Stripe Connect payments bridge |
| `tickets` | `commerce/tickets/` | Support ticket system |

### Platform Domain
| App | Location | Purpose |
|-----|----------|---------|
| `admin` | `platform/admin/` | Platform administration, subscriptions |
| `api` | `platform/api/` | Public API v1 for third-party integrations |

## Core Mixins & Base Classes

Located in `smoothschedule/smoothschedule/identity/core/mixins.py`. Use these to avoid code duplication.

### Permission Classes

```python
from smoothschedule.identity.core.mixins import DenyStaffWritePermission, DenyStaffAllAccessPermission, DenyStaffListPermission

class MyViewSet(ModelViewSet):
    # Block write operations for staff (GET allowed)
    permission_classes = [IsAuthenticated, DenyStaffWritePermission]

    # Block ALL operations for staff
    permission_classes = [IsAuthenticated, DenyStaffAllAccessPermission]

    # Block list/create/update/delete but allow retrieve
    permission_classes = [IsAuthenticated, DenyStaffListPermission]
```

#### Per-User Permission Overrides

Staff permissions can be overridden on a per-user basis using the `user.permissions` JSONField.
Permission keys are auto-derived from the view's basename or model name:

| Permission Class | Auto-derived Key | Example |
|-----------------|------------------|---------|
| `DenyStaffWritePermission` | `can_write_{basename}` | `can_write_resources` |
| `DenyStaffAllAccessPermission` | `can_access_{basename}` | `can_access_services` |
| `DenyStaffListPermission` | `can_list_{basename}` or `can_access_{basename}` | `can_list_customers` |

**Current ViewSet permission keys:**

| ViewSet | Permission Class | Override Key |
|---------|-----------------|--------------|
| `ResourceViewSet` | `DenyStaffAllAccessPermission` | `can_access_resources` |
| `ServiceViewSet` | `DenyStaffAllAccessPermission` | `can_access_services` |
| `CustomerViewSet` | `DenyStaffListPermission` | `can_list_customers` or `can_access_customers` |
| `ScheduledTaskViewSet` | `DenyStaffAllAccessPermission` | `can_access_scheduled-tasks` |

**Granting a specific staff member access:**
```bash
# Open Django shell
docker compose -f docker-compose.local.yml exec django python manage.py shell
```

```python
from smoothschedule.identity.users.models import User

# Find the staff member
staff = User.objects.get(email='john@example.com')

# Grant read access to resources
staff.permissions['can_access_resources'] = True
staff.save()

# Or grant list access to customers (but not full CRUD)
staff.permissions['can_list_customers'] = True
staff.save()
```

**Custom permission keys (optional):**
```python
class ResourceViewSet(ModelViewSet):
    permission_classes = [IsAuthenticated, DenyStaffAllAccessPermission]
    # Override the auto-derived key
    staff_access_permission_key = 'can_manage_equipment'
```

Then grant via: `staff.permissions['can_manage_equipment'] = True`

### QuerySet Mixins

```python
from smoothschedule.identity.core.mixins import TenantFilteredQuerySetMixin, UserTenantFilteredMixin

# For tenant-scoped models (automatic django-tenants filtering)
class ResourceViewSet(TenantFilteredQuerySetMixin, ModelViewSet):
    queryset = Resource.objects.all()
    deny_staff_queryset = True  # Optional: also filter staff at queryset level

    def filter_queryset_for_tenant(self, queryset):
        # Override for custom filtering
        return queryset.filter(is_active=True)

# For User model (shared schema, needs explicit tenant filter)
class CustomerViewSet(UserTenantFilteredMixin, ModelViewSet):
    queryset = User.objects.filter(role=User.Role.CUSTOMER)
```

### Feature Permission Mixins

```python
from smoothschedule.identity.core.mixins import PluginFeatureRequiredMixin, TaskFeatureRequiredMixin

# Checks can_use_plugins feature on list/retrieve/create
class PluginViewSet(PluginFeatureRequiredMixin, ModelViewSet):
    pass

# Checks both can_use_plugins AND can_use_tasks
class ScheduledTaskViewSet(TaskFeatureRequiredMixin, TenantFilteredQuerySetMixin, ModelViewSet):
    pass
```

### Base API Views (for non-ViewSet views)

```python
from rest_framework.views import APIView
from smoothschedule.identity.core.mixins import TenantAPIView, TenantRequiredAPIView

# Optional tenant - use self.get_tenant()
class MyView(TenantAPIView, APIView):
    def get(self, request):
        tenant = self.get_tenant()  # May be None
        return self.success_response({'data': 'value'})
        # or: return self.error_response('Something went wrong', status_code=400)

# Required tenant - self.tenant always available
class MyTenantView(TenantRequiredAPIView, APIView):
    def get(self, request):
        # self.tenant is guaranteed to exist (returns 400 if missing)
        return Response({'name': self.tenant.name})
```

### Helper Methods Available

| Method | Description |
|--------|-------------|
| `self.get_tenant()` | Get tenant from request (may be None) |
| `self.get_tenant_or_error()` | Returns (tenant, error_response) tuple |
| `self.error_response(msg, status_code)` | Standard error response |
| `self.success_response(data, status_code)` | Standard success response |
| `self.check_feature(key, name)` | Check feature permission, returns error or None |

## Common Tasks

### After modifying Django models:
```bash
cd /home/poduck/Desktop/smoothschedule2/smoothschedule
docker compose -f docker-compose.local.yml exec django python manage.py makemigrations
docker compose -f docker-compose.local.yml exec django python manage.py migrate
```

### After modifying frontend:
Frontend hot-reloads automatically. If issues, restart:
```bash
cd /home/poduck/Desktop/smoothschedule2/frontend
npm run dev
```

### Debugging 500 errors:
```bash
cd /home/poduck/Desktop/smoothschedule2/smoothschedule
docker compose -f docker-compose.local.yml logs django --tail=100
```

### Testing API directly:
```bash
curl -s "http://lvh.me:8000/api/resources/" | jq
```

## Database Initialization & Seeding

When resetting the database or setting up a fresh environment, follow these steps in order.

### Step 1: Reset Database (if needed)

```bash
cd /home/poduck/Desktop/smoothschedule/smoothschedule

# Stop all containers and remove volumes (DESTRUCTIVE - removes all data)
docker compose -f docker-compose.local.yml down -v

# Start services fresh
docker compose -f docker-compose.local.yml up -d
```

### Step 2: Create Activepieces Database

The Activepieces service requires its own database:

```bash
docker compose -f docker-compose.local.yml exec postgres psql -U FDuVLuQjfpYzGizTmaTavMcaimqpCMRM -d postgres -c "CREATE DATABASE activepieces;"
```

### Step 3: Initialize Activepieces Platform

Create the initial Activepieces admin user (this auto-creates the platform):

```bash
curl -s -X POST http://localhost:8090/api/v1/authentication/sign-up \
  -H "Content-Type: application/json" \
  -d '{"email":"admin@smoothschedule.com","password":"Admin123!","firstName":"Admin","lastName":"User","newsLetter":false,"trackEvents":false}'
```

**IMPORTANT:** Update `.envs/.local/.activepieces` with the returned IDs:
- `AP_PLATFORM_ID` - from the `platformId` field in response
- `AP_DEFAULT_PROJECT_ID` - from the `projectId` field in response

Then restart containers to pick up new IDs:
```bash
docker compose -f docker-compose.local.yml restart activepieces django
```

### Step 4: Run Django Migrations

```bash
docker compose -f docker-compose.local.yml exec django python manage.py migrate
```

### Step 5: Seed Billing Catalog

Creates subscription plans (free, starter, growth, pro, enterprise):

```bash
docker compose -f docker-compose.local.yml exec django python manage.py billing_seed_catalog
```

### Step 6: Seed Demo Data

Run the reseed_demo command to create the demo tenant with sample data:

```bash
docker compose -f docker-compose.local.yml exec django python manage.py reseed_demo
```

This creates:
- **Tenant:** "Serenity Salon & Spa" (subdomain: `demo`)
- **Pro subscription** with pink theme branding
- **Staff:** 6 stylists/therapists with salon/spa themed names
- **Services:** 12 salon/spa services (haircuts, coloring, massages, facials, etc.)
- **Resources:** 4 treatment rooms
- **Customers:** 20 sample customers
- **Appointments:** 100 appointments respecting business hours (9am-5pm Mon-Fri)

### Step 7: Create Platform Test Users

The DevQuickLogin component expects these users with password `test123`:

```bash
docker compose -f docker-compose.local.yml exec django python manage.py shell -c "
from smoothschedule.identity.users.models import User

# Platform users (public schema)
users_data = [
    ('superuser@platform.com', 'Super User', 'superuser', True, True),
    ('manager@platform.com', 'Platform Manager', 'platform_manager', True, False),
    ('sales@platform.com', 'Sales Rep', 'platform_sales', True, False),
    ('support@platform.com', 'Support Agent', 'platform_support', True, False),
]

for email, name, role, is_staff, is_superuser in users_data:
    user, created = User.objects.get_or_create(
        email=email,
        defaults={
            'username': email,
            'name': name,
            'role': role,
            'is_staff': is_staff,
            'is_superuser': is_superuser,
            'is_active': True,
        }
    )
    if created:
        user.set_password('test123')
        user.save()
        print(f'Created: {email}')
    else:
        print(f'Exists: {email}')
"
```

### Step 8: Seed Automation Templates

Seeds 8 automation templates to the Activepieces template gallery:

```bash
docker compose -f docker-compose.local.yml exec django python manage.py seed_automation_templates
```

Templates created:
- Appointment Confirmation Email
- SMS Appointment Reminder
- Staff Notification - New Booking
- Cancellation Confirmation Email
- Thank You + Google Review Request
- Win-back Email Campaign
- Google Calendar Sync
- Webhook Notification

### Step 9: Provision Activepieces Connections

Creates SmoothSchedule connections in Activepieces for all tenants:

```bash
docker compose -f docker-compose.local.yml exec django python manage.py provision_ap_connections --force
```

### Step 10: Provision Default Flows

Creates the default email automation flows for each tenant:

```bash
docker compose -f docker-compose.local.yml exec django python manage.py shell -c "
from smoothschedule.identity.core.models import Tenant
from smoothschedule.identity.core.signals import _provision_default_flows_for_tenant

for tenant in Tenant.objects.exclude(schema_name='public'):
    print(f'Provisioning default flows for: {tenant.name}')
    _provision_default_flows_for_tenant(tenant.id)
print('Done!')
"
```

Default flows created per tenant:
- `appointment_confirmation` - Confirmation email when appointment is booked
- `appointment_reminder` - Reminder based on service settings
- `thank_you` - Thank you email after final payment
- `payment_deposit` - Deposit payment confirmation
- `payment_final` - Final payment confirmation

### Quick Reference: All Seed Commands

```bash
cd /home/poduck/Desktop/smoothschedule/smoothschedule

# 1. Create Activepieces database
docker compose -f docker-compose.local.yml exec postgres psql -U FDuVLuQjfpYzGizTmaTavMcaimqpCMRM -d postgres -c "CREATE DATABASE activepieces;"

# 2. Run migrations
docker compose -f docker-compose.local.yml exec django python manage.py migrate

# 3. Seed billing plans
docker compose -f docker-compose.local.yml exec django python manage.py billing_seed_catalog

# 4. Seed demo tenant with data
docker compose -f docker-compose.local.yml exec django python manage.py reseed_demo

# 5. Seed automation templates
docker compose -f docker-compose.local.yml exec django python manage.py seed_automation_templates

# 6. Provision Activepieces connections
docker compose -f docker-compose.local.yml exec django python manage.py provision_ap_connections --force

# 7. Provision default flows (run in Django shell - see Step 10 above)
```

### Verifying Setup

After seeding, verify everything is working:

```bash
# Check all services are running
docker compose -f docker-compose.local.yml ps

# Check Activepieces health
curl -s http://localhost:8090/api/v1/health

# Test login
curl -s http://api.lvh.me:8000/auth/login/ -X POST \
  -H "Content-Type: application/json" \
  -d '{"email":"owner@demo.com","password":"test123"}'

# Check flows exist in Activepieces
docker compose -f docker-compose.local.yml exec postgres psql -U FDuVLuQjfpYzGizTmaTavMcaimqpCMRM -d activepieces -c "SELECT id, status FROM flow;"
```

Access the application at:
- **Demo tenant:** http://demo.lvh.me:5173
- **Platform:** http://platform.lvh.me:5173

## Git Branch
Currently on: `feature/platform-superuser-ui`
Main branch: `main`

## Production Deployment

### Quick Deploy
```bash
# From your local machine
cd /home/poduck/Desktop/smoothschedule2
./deploy.sh poduck@smoothschedule.com
```

### Initial Server Setup (one-time)
```bash
# Setup server dependencies
ssh poduck@smoothschedule.com 'bash -s' < server-setup.sh

# Setup DigitalOcean Spaces
ssh poduck@smoothschedule.com
./setup-spaces.sh
```

### Production URLs
- **Main site:** `https://smoothschedule.com`
- **Platform dashboard:** `https://platform.smoothschedule.com`
- **Tenant subdomains:** `https://*.smoothschedule.com`
- **Flower (Celery):** `https://smoothschedule.com:5555`

### Production Management
```bash
# SSH into server
ssh poduck@smoothschedule.com

# Navigate to project
cd ~/smoothschedule

# View logs
docker compose -f docker-compose.production.yml logs -f

# Run migrations
docker compose -f docker-compose.production.yml exec django python manage.py migrate

# Create superuser
docker compose -f docker-compose.production.yml exec django python manage.py createsuperuser

# Restart services
docker compose -f docker-compose.production.yml restart

# View status
docker compose -f docker-compose.production.yml ps
```

### Environment Variables
Production environment configured in:
- **Backend:** `smoothschedule/.envs/.production/.django`
- **Database:** `smoothschedule/.envs/.production/.postgres`
- **Frontend:** `frontend/.env.production`

### DigitalOcean Spaces
- **Bucket:** `smoothschedule`
- **Region:** `nyc3`
- **Endpoint:** `https://nyc3.digitaloceanspaces.com`
- **Public URL:** `https://smoothschedule.nyc3.digitaloceanspaces.com`

See [DEPLOYMENT.md](DEPLOYMENT.md) for detailed deployment guide.