rstillwell/echos-ocr
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3 commits

Author SHA1 Message Date
Randall Stillwell
ab873f7f08 Add multi-workspace support with org switcher and open registration 
- 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
 2026-04-16 18:08:08 -05:00
Randall Stillwell
a975043670 Add onboarding wizard, email verification, integration architecture, and settings restructure 
- 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
 2026-04-15 01:29:13 -05:00
Randall Stillwell
d3e7374439 Add SaaS foundation: Auth.js, dashboard shell, org model, auto-assignment 
Major architectural upgrade preparing Echo OCR for self-hosted SaaS deployment:

- Auth: Built-in Auth.js v5 with credentials + Authentik OIDC SSO, JWT sessions,
  middleware route protection, login/signup/setup pages, registration API
- UI: Dashboard layout with collapsible sidebar nav, AppShell wrapper, route
  groups for (dashboard) and (auth), new pages for events/people/reports
- Schema: Auth.js tables (Account, Session, VerificationToken), Organization,
  OrgMember, Location, CollectionDay, Invitation, SystemConfig, ApiKey models;
  proper User relations to ResponseCard/ActivityLog/Notification
- Permissions: Role hierarchy (owner/admin/editor/reviewer/viewer) with
  action-based permission map and requirePermission/requireAuth helpers
- Onboarding: Multi-step setup wizard for first-user bootstrap (account, org,
  location) with SystemConfig tracking
- Events: CollectionDay model with rrule support for recurring church services
- Auto-assign: Event-aware card assignment engine replacing getPreviousSunday()
- Migration: seed-migration.ts script for upgrading existing deployments

Made-with: Cursor
 2026-04-14 23:59:38 -05:00