Phase 1 - Security & Bug Fixes:
- Add requireApiAuth helper and protect all 25 unprotected API routes
- Add org-tenant scoping to all card, job, stats, and notification queries
- Fix SSRF in ai-test, mask secrets in settings API, fix middleware bypass
- Fix cards pagination routing, stat filter sync, drag-drop file passing
- Add PUT /api/auth/me for profile persistence, stuck job recovery
- Fix email watcher MIME type detection
Phase 2 - Dynamic Fields & Digital Survey:
- Add FormTemplate, FormField, Person, PasswordResetToken models to schema
- Add fieldData, formTemplateId, firstName, lastName, personId to ResponseCard
- Build FormTemplate CRUD API with field management and org scoping
- Build Form Builder UI with field ordering, type config, and section management
- Refactor card detail page to render fields dynamically from templates
- Add dynamic OCR prompt/schema generation from template fields
- Build public survey page at /s/[orgSlug]/[formSlug] with branding
- Add QR code generation API and share section component
Phase 3 - People & Analytics:
- Build People CRUD API with merge and batch auto-link endpoints
- Build People list and detail pages with search, merge dialog
- Add auto-link logic in OCR completion to match/create Person records
- Add /api/stats/trends endpoint with time series and team activity
- Build Reports page with Recharts (area charts, bar charts, pipeline)
- Upgrade dashboard with sparklines and People stat card
Phase 4 - UX Polish:
- Replace silent error handling with toast notifications across all pages
- Add loading skeletons, differentiated empty states
- Add ARIA labels, skip-to-content link, accessible column toggle
- Add forgot password flow, Cmd+K command palette, Collection Days pages
- Unify Echo branding and theme toggle consistency
Made-with: Cursor
- Swap nodemailer SMTP transport for @getbrevo/brevo SDK, which uses
HTTP with built-in retries (better for Vercel serverless)
- Add sendInvitationEmail function and wire it into the org invitations
POST route so new invites trigger an email automatically
- Update .env.example with BREVO_API_KEY, EMAIL_FROM_NAME,
EMAIL_FROM_ADDRESS replacing the old SMTP_* vars
Made-with: Cursor
- Replace pdf2pic/GraphicsMagick with pdfjs-dist + @napi-rs/canvas for
Vercel-compatible PDF rasterization
- Replace MinIO with Supabase Storage (S3-compatible); rename minio.ts
to storage.ts and update all imports
- Replace in-memory job queue with Upstash QStash; upload route now
persists files to storage before enqueuing, /api/jobs/process handles
the QStash callback
- Convert email watcher from persistent IMAP connection to stateless
scanInbox() polled by Vercel Cron every 2 minutes
- Add FTP watcher (basic-ftp) with cron polling for scanner integration
via Dreamhost FTP drop directory
- Add FTP config fields to AppSettings schema
- Remove folder watcher (chokidar), standalone output, Docker-only code
- Update next.config.ts, middleware, instrumentation for serverless
- Add vercel.json with cron schedules for email and FTP polling
- Add migration scripts for database (pg_dump/restore) and storage
(S3-to-S3 copy) with verification
Made-with: Cursor
- Auto-sign-in after registration instead of redirect to login
- Email verification system with token generation, send/confirm API routes, and persistent banner
- 7-step onboarding wizard (org, location, services, upload source, AI, integrations, complete)
- Middleware redirects owners with incomplete onboarding to /onboarding
- Integration provider plugin architecture with registry and 6 providers (Planning Center, Monday.com, Airtable, Google Sheets, Webhook, CSV Export)
- Full integration CRUD API with test, sync, fields, and OAuth authorize/callback routes
- Refactored fireIntegrationEvent to use Integration model with legacy AppSettings fallback
- Migration script for existing Monday.com/webhook config to Integration rows
- Settings page restructured from monolithic 1290-line file into focused sub-routes with section navigation
- Integration hub UI with provider tiles, connect flow, and individual config pages
- Post-onboarding contextual guidance cards on dashboard with dismissible hints
- Schema: Integration model, onboardingComplete/onboardingStep on Organization, dismissedHints on OrgMember
Made-with: Cursor
The old getPdfPageCount used a fragile regex on raw PDF binary that
could undercount pages, causing survey sides to be skipped entirely.
Replaced with pdf-lib's PDFDocument.load() for reliable counting,
with the old regex as a fallback.
Added logging for page counts and pairing to diagnose missing backs.
Made-with: Cursor
Watches an email inbox via IMAP IDLE for incoming scanned cards,
extracts PDF/image attachments, and feeds them through the existing
OCR pipeline. Configurable via the Settings page with test connection
support.
Made-with: Cursor
- Add @ai-sdk/gateway as direct dependency (was only a transitive dep
of ai, fragile in Docker builds with --ignore-scripts)
- Avoid double prisma generate in Dockerfile by calling next build
directly instead of npm run build
- Set NODE_OPTIONS max-old-space-size=1536 for the builder stage to
prevent OOM on the 3GB Coolify build server
Made-with: Cursor
Replace individual provider SDKs (@ai-sdk/openai, @ai-sdk/google,
@ai-sdk/anthropic) with the Vercel AI Gateway. Cloud models are now
accessed via a single AI_GATEWAY_API_KEY with provider/model strings
(e.g. openai/gpt-4o-mini, google/gemini-2.5-flash). Ollama remains
available as a local fallback via @ai-sdk/openai-compatible.
Made-with: Cursor
Replace the raw Ollama fetch-based OCR with the Vercel AI SDK,
adding support for OpenAI, Google Gemini, Anthropic, and Ollama
as selectable providers from the Settings page. Uses generateText
with Output.object() and Zod schemas for type-safe structured
data extraction.
Made-with: Cursor
- Add start.sh that runs prisma db push before starting the server,
creating tables automatically on first deploy
- Copy prisma CLI + engines into production image for runtime migrations
- Add configurable storage cleanup: source PDF retention (default 30d)
and image retention (default 180d) with manual trigger in Settings
- Add /api/cleanup endpoint (GET for status, POST to run)
- Add retention settings to AppSettings schema
- Add ListObjectsV2 helper to minio.ts for bulk cleanup
Tested: local Docker build passes
Made-with: Cursor
