- 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
- Add User model synced from Authentik headers with admin/reviewer/viewer roles
- Add assignment fields (assignedToId, assignedById, reviewedById, etc.) to ResponseCard
- Add userId tracking to ActivityLog and Notification models
- Create auth.ts with getOrCreateUser() and role mapping from Authentik groups
- Create /api/users endpoint and /api/cards/assign batch assignment endpoint
- Gate card mutations behind role checks (viewers read-only, reviewers edit assigned only)
- Gate Monday.com push behind reviewStatus=reviewed instead of ocr_complete
- Add "My Cards" stat card, Assigned To filter, and assignment columns to table
- Add Assign button with user picker to batch selection toolbar (admin only)
- Update card detail: assignment banner, Mark Complete button, prev/next nav, reassign
- Make all field components accept readOnly prop for role-based editing
- Gate settings page behind admin role
- Add userId to stats API for per-user card counts
- Expose dbUser and role through UserProfileProvider context
Made-with: Cursor
- Add firstTimeGuestDate and salvationDate (DateTime?) to Prisma schema
- Auto-compute dates during OCR: find previous Sunday from card createdAt
when visitType indicates first/second time guest or nextStep includes
Baptism
- Add editable date inputs on card detail page in Workflow section
- Add to Monday.com mappable fields in settings for column mapping
- Add table columns (hidden by default) for both date fields
- Handle full ISO datetime strings in Monday.com date parser
- Apply same logic during reprocessing
Made-with: Cursor
- Add followUp, notes, serviceTime, planningCenter, iSaidYesBookSent,
ftGuestLetterSent fields to ResponseCard to match Monday.com board
- Expand column mapper from 8 fields to all 32 ResponseCard fields with
friendly labels matching the Easter Survey spreadsheet columns
- Add Workflow & Tracking section on card detail page for the new fields
- Fix pre-existing Buffer type error in images API route
Made-with: Cursor
- Bidirectional Monday.com integration with column mapping and file uploads
- Generic webhook system with HMAC-SHA256 signing and configurable events
- Field-level activity log with diff tracking on card detail page
- Persistent notification center with unread badge in header
- Event dispatcher wired into OCR pipeline, card edits, exports, and deletes
- New Prisma models: ActivityLog, Notification; new fields on AppSettings and ResponseCard
- Settings UI with full Monday.com and webhook configuration panels
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
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
