- Created LOCAL_DEVELOPMENT_GUIDE.md and DEPLOYMENT_GUIDE_MANUAL.md from legacy txt files.
- Migrated country/time_zone data and requirements.txt to documentation/reference_data/.
- Removed redundant admin/documentation/ and admin/data_files/ directories.
- Enhanced app/lib_schema_v3.py to explicitly capture 'required' fields from DB 'NOT NULL' constraint.
- Added verification tests for schema logic and standalone DB connectivity.
- Moved scattered Python test scripts from root and 'admin/development/' to 'tests/'.
- Beautified the HTML email body for account creation links in 'app/methods/person_methods.py' with a modern responsive design.
- Fixed a bug where missing 'id=0' in the 'cfg' table caused SMTP authentication to fail by defaulting to placeholder credentials.
- Updated 'app/lib_email.py' to explicitly validate SMTP server and port settings before connecting, preventing crashes with 'please run connect() first'.
- Added email fallback logic in 'app/methods/person_methods.py' to use 'user_email' or 'primary_email' if the primary contact email is missing.
- Aligned 'app/config.py.default' with the production structure, explicitly re-adding 'SMTP' and 'FILES_PATH' dictionaries.
- Added comprehensive unit tests in 'tests/test_email_configuration.py' to verify configuration handling.
- Added 'x-ae-ignore-extra-fields' header to support stripping unknown fields in POST/PATCH.
- Added automatic resolution of '*_id_random' strings to integer IDs in 'sanitize_payload'.
- Refactored 'post_obj' to return structured (field -> message) validation errors in 'meta.details'.
- Updated 'mk_resp' to support non-string 'details' in response metadata.
- Added 'tests/verify_feedback_fixes.py' to validate logic changes.
Ref: V3 API Refinement Feedback from mcp_agent.
- Updated app/db_sql.py to capture SQL exceptions in thread-local storage for later retrieval.
- Implemented format_db_error() in app/lib_api_crud_v3.py to clean up raw MariaDB error strings.
- Added POST /v3/crud/{obj_type}/validate endpoint for dry-run payload validation.
- Updated main and nested routers to bubble up validation and database errors into the response 'meta.details' field.
- Added tests/test_v3_error_bubbling.py to verify formatting logic.
- Created app/lib_schema_v3.py to isolate database and Pydantic model introspection.
- Updated app/routers/api_crud_v3.py to use get_object_schema_info(), completing the modularization.
- Finalized refactoring plan documentation in documentation/REFACTOR_API_CRUD_V3.md.
- Created app/routers/api_crud_v3_nested.py to handle all parent-child relational routes.
- Updated app/routers/api_crud_v3.py to include the nested router, significantly reducing file size.
- Documented Phase 2 completion in documentation/REFACTOR_API_CRUD_V3.md.
- Created app/lib_api_crud_v3.py to house core security, filtering, and sanitization logic.
- Implemented reusable sanitize_payload() to generically strip virtual lookup fields (*_id_random) and view-only fields (fields_to_exclude_from_db).
- Updated app/routers/api_crud_v3.py to use the new library and consolidated sanitization across all Create/Update endpoints.
- Documented Phase 1 completion in documentation/REFACTOR_API_CRUD_V3.md.
- Added comprehensive docstrings to api_crud_v3.py explaining multi-tenancy, sanitization, and soft-delete logic.
- Finalized Address and Contact models/mappings with correct validators and field maps.
- Consolidated test suite in tests/ directory.
- Added 'external_person_id' to Post searchable fields.
- Updated api_crud_v3.py to respect 'fields_to_exclude_from_db' model attribute.
- Cleaned up old verification scripts (moved to tests/).
- Added validators to Person_Base, Journal_Base, Journal_Entry_Base, Address_Base, and Contact_Base to handle null values and unsafe lookups.
- Implemented 'fields_to_exclude_from_db' ClassVar in Journal models to prevent view-only fields from causing DB errors.
- Updated Contact object map to align with DB schema.
- Added comprehensive test suite in 'tests/' directory (model validation, filtering logic).
- Updated GEMINI.md with progress.
- Added Pydantic validators to Person_Base to handle null values for given_name and allow_auth_key, ensuring database NOT NULL constraints are met.
- Updated api_crud_v3.py (POST and PATCH) to filter out virtual *_id_random fields from data payloads before database operations to prevent "Unknown column" errors.
- Updated GEMINI.md with session progress.
- Synchronized searchable_fields (V3 whitelists) across all Primary and Active AE objects (Identity, People, Events, Journals, Posts, Archives, Business).
- Standardized Pydantic models for core objects to include the 10 common fields (id, id_random, enable, hide, priority, sort, group, notes, created_on, updated_on).
- Fixed field aliases and uncommented valid database columns in User_Base and Organization_Base.
- Pruned non-existent fields from searchable lists in legacy or config-specific definitions (account_cfg, user_role, log_client_viewing).
- Added system discovery and validation tools:
- ae_object_info.py: AE object status and metadata browser.
- export_all_interfaces.py: E2E TypeScript interface generator.
- Verification scripts for searchable field consistency.
- Updated Jan 8 milestone progress and platform roadmap in GEMINI.md.
- Extracted Email functions to app/lib_email.py.
- Extracted Export functions to app/lib_export.py.
- Extracted JWT utilities to app/lib_jwt.py.
- Extracted Hash utilities to app/lib_hash.py.
- Updated app/lib_general.py to import from these new modules for backward compatibility.
- Updated V3 Frontend API Guide with latest security and site_domain exception details.
- Implemented 'Isolation Mode' in api_crud_v3.py to bypass circular dependencies.
- Locally defined AccountContext and auth dependencies to ensure stable boot.
- Added site_domain lookup exception for guest users in search endpoint.
- Maintained agent_bridge disablement in main.py for stability.
- Enhanced AuthContext with role-aware fields (administrator, manager, super).
- Implemented deferred database lookups for user roles in get_v3_auth_context.
- Added global account isolation in api_crud_v3.py using check_account_access and apply_forced_account_filter.
- Hardened all V3 CRUD endpoints (GET, POST, PATCH, DELETE) and nested routes with ownership verification.
- Enforced forced account filtering at the SQL level for Listing and Searching.
- Updated documentation with details on the new security and data isolation architecture.
