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
- Create comprehensive privacy policy covering all data categories:
account info, org data, scanned card PII (20+ field types),
AI processing (OpenAI via Vercel AI Gateway), subprocessors
(Supabase, Vercel, Upstash, Brevo), configurable retention,
data controller/processor roles, and individual rights
- Create terms of service covering eligibility, accounts, acceptable
use, data responsibilities, subscriptions/billing, free tier,
IP, third-party integrations, availability, liability limitation,
indemnification, termination, and governing law
- Add /privacy and /terms to middleware public paths
- Update footer links from placeholder # hrefs to actual pages
- Add metadata layouts for both pages
Made-with: Cursor
- Middleware now redirects unauthenticated users to /welcome instead of /login
- Added /features and /pricing to public paths
- Created 8 dedicated feature pages: AI OCR, Scanner Integration, Integrations,
Team Collaboration, Collection Days, Multi-Site, Analytics, Security
- Created features index page at /features with links to all detail pages
- Created standalone pricing page at /pricing with comparison table
- Extracted shared MarketingNav (with features dropdown) and MarketingFooter
- Created FeaturePageShell for consistent feature page layout
- Updated landing page to use shared components and link to feature pages
Made-with: Cursor
- Open registration to all users (remove invite-only gate)
- Add domain auto-join: new users matching org allowedDomains get auto-added
- Track active workspace via activeOrgId on User model
- Refactor JWT callback to resolve active org from all memberships
- Add org switch, list, and create-personal API endpoints
- Add workspace-setup page for users without an org
- Build OrgSwitcher dropdown in sidebar header
- Add allowed email domains management to org settings
Made-with: Cursor
Add /invite and /api/invitations/verify to public paths so invited
users can access the invite page and complete registration without
being redirected to login.
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
- Middleware now redirects to /onboarding when user has no org
(previously required orgRole=owner which was undefined for new users)
- Refresh JWT cookie after onboarding completes so middleware sees
updated orgId/onboardingComplete on next navigation
- Integrations page shows meaningful error instead of empty grid
when API returns 401 due to missing org
Made-with: Cursor
getToken() defaults secureCookie to false, so it looks for
"authjs.session-token" cookie. Behind Traefik over HTTPS, Auth.js
sets "__Secure-authjs.session-token". Detect HTTPS via
x-forwarded-proto header and pass secureCookie accordingly.
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
