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
