- 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 scanInbox function that opens a separate IMAP connection and
processes all unseen messages in the configured folder
- Wire to email-watch API as action "scan"
- Add Scan Inbox button to settings page next to Start/Stop Monitoring
- Useful for processing emails that arrived before monitoring started,
since IMAP IDLE only notifies about new messages
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
- Sync-all endpoint now supports mode param: "push" (new only), "update"
(existing only), or "all" (both); also accepts cardIds for batch ops
- Response includes separate created/updated/failed counts
- Settings button renamed to "Sync All to Monday.com" and shows breakdown
- Add "Monday.com" button to the floating selection toolbar for syncing
selected cards in batch
Made-with: Cursor
Card-level reprocessing only re-OCRs existing images. When the old
page count bug caused survey pages to never be extracted, those images
don't exist to reprocess.
New /api/cards/recover-survey endpoint:
- Finds all cards missing frontImagePath (survey side)
- Locates their source PDFs in MinIO via the ProcessingJob
- Re-extracts the correct survey page for each card
- Stores the image and runs OCR to fill in survey data
- Processes sequentially with rate-limit delays
Settings page shows amber banner when missing backs are detected
with a one-click "Recover Missing Backs" button.
Made-with: Cursor
The root cause was sending raw text to checkbox, status, dropdown, and
date columns. Monday.com requires specific JSON structures per type.
- Store column types in _columnTypes when Fetch Columns is clicked
- Format boolean/checkbox: {"checked": "true"/"false"}
- Format status/color: {"label": "value"}
- Format dropdown: {"labels": ["val1", "val2"]}
- Format date: parse MM/DD/YYYY to {"date": "YYYY-MM-DD"}
- Format email/phone/link with proper nested structures
- Text columns pass through as plain strings
Made-with: Cursor
- Fix toast showing success when all cards fail (now shows error/warning)
- Fix column value formatting: booleans use checkbox format, JSON arrays
join as comma-separated strings, objects serialize properly
- Filter out empty/null/undefined string values before sending to API
- Add verbose logging to Monday.com GraphQL client for debugging
Made-with: Cursor
- Extract reusable pushCardToMonday() that creates or updates Monday items
- New /api/integrations/monday/push/[id] endpoint for single-card push
- New /api/integrations/monday/sync-all endpoint for bulk push of all
unsynced cards (ocrStatus=complete, no mondayItemId)
- Add "Push to Monday.com" button on card detail page header (shows
"Update Monday" when card already has a Monday item)
- Add "Push All to Monday.com" button in Monday.com settings card
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
- Profile dropdown in header shows user name/email/avatar with links
to profile, settings, support, theme submenu, and sign out
- New /profile page with editable user info (job title, company, bio)
and read-only SSO fields when behind Authentik forward-auth
- /api/auth/me endpoint reads X-authentik-* headers and enriches
with avatar from Authentik API
- Settings page gains Preferences tab with appearance theme picker
and notification toggle switches
- User profile context backed by localStorage, merges with Authentik
data when available
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
