Commit Graph

196 Commits

Author SHA1 Message Date
Scott Idem
3ae9d0a884 Refine IDAA Jitsi reports UX
Add Novi UUID exclusion and known-meeting filtering, default the report date range to the last 60 days, and hide Room Name unless global edit mode is enabled.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
2026-05-06 10:39:42 -04:00
Scott Idem
409308d2be Refine Jitsi docs and bootstrap notes
Keep the bootstrap quickstart focused on general platform knowledge, while preserving the Jitsi Reports reminder in the project docs and todo list.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
2026-05-05 17:43:31 -04:00
Scott Idem
8b087edeb9 Add journal entry follow-up notes
Document the remaining Journal Entry Config follow-ups: toggle contrast, footer button styling, passcode auth behavior, AI summary shortcut, Archive On sizing, and Archive On behavior.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
2026-05-05 17:26:28 -04:00
Scott Idem
54707a00e3 Refine journal entry config
Polish the Journal Entry Config modal to match the desired section outline, hide alert messaging unless enabled, update the shared draft typing for entry flows, and replace deprecated privacy icons.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
2026-05-05 17:14:20 -04:00
Scott Idem
0b04ce7c0c Add Jitsi reports to IDAA 2026-05-05 14:02:52 -04:00
Scott Idem
20d8a6975d Align journal docs with current model 2026-05-05 13:31:19 -04:00
Scott Idem
80957316f2 Normalize journal entry config actions 2026-05-05 12:59:30 -04:00
Scott Idem
285ef84b7e Refine journal search filtering 2026-05-04 16:58:48 -04:00
Scott Idem
878ff91c30 feat(api): migrate send_email to v3 action endpoint 2026-05-01 15:53:05 -04:00
Scott Idem
7cef6be54c docs(core): mark data store fallback temporary and list special cases 2026-05-01 14:31:19 -04:00
Scott Idem
19822c4eaf docs(security): narrow x-no-account-id guidance and JWT notes 2026-05-01 13:59:07 -04:00
Scott Idem
e7b6045580 Updates to the documentation.
Co-authored-by: Copilot <copilot@github.com>
2026-04-30 17:13:11 -04:00
Scott Idem
2f5ad8ccc0 fix(core): preserve account context on key params and harden account detail fallback
- api_get/post/patch_object: stop treating params.key as account-bypass trigger\n- account detail: remove forced key usage, add list/cache fallback path\n- account detail: fix fallback bug that set load_error even when fallback record existed\n- sites detail: pretty-print cfg_json before save\n- docs: clarify key != bypass and add 403 troubleshooting notes
2026-04-30 16:37:54 -04:00
Scott Idem
90adb19f5d fix(core): modern Svelte 5 cleanup — Dexie .get() bug, typed API calls, inline confirms
- person_view.svelte: fix liveQuery using .get() (primary key, never set by V3)
  → .where('person_id').equals().first()
- people/[person_id]: same Dexie .get() fix for lq__person_obj
- person_view.svelte: replace 4x generic api.update_ae_obj → core_func.update_ae_obj__person
  (removes unused api import)
- Replace all browser confirm()/alert() dialogs (9 occurrences, 6 files) with
  inline two-click confirm state pattern (confirm_action = $state<string|null>)
  Affected: users, accounts, contacts, addresses, people, sites
- Bootstrap doc: add Dexie .get() trap to Section 5 and Mistake #8
2026-04-30 16:00:20 -04:00
Scott Idem
de07fa0e0e docs: capture IDAA IDB audit results and layout security model
- TODO__Agents.md: mark IDAA IDB caching item complete (audited 2026-04-28);
  all protection layers confirmed in place, no code changes needed
- GUIDE__SvelteKit2_Svelte5_DexieJS.md: add "SvelteKit Layout Hierarchy:
  Security and Execution Order" section explaining execution order, auth-gate
  consequences, pre-gate risks in +page.ts/+layout.ts, and the reactivity-guard
  vs auth-guard distinction for IDAA $effect blocks
- BOOTSTRAP__AI_Agent_Quickstart.md: add Mistake #7 — treating $effect blocks
  as auth bypass risks vs understanding the real layout hierarchy

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-28 16:10:17 -04:00
Scott Idem
4d08994e79 docs: sync updated frontend API guide for user auth endpoints
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-25 12:34:55 -04:00
Scott Idem
f8e34b10b8 docs(todo): document download button ID resolution bug and file.clear() scope issue
Both found during 2026-04-22 late-night review of Manage Files upload/download flow.
Downloads confirmed working despite wrong ID (backend silently accepts event_file_id
at hosted_file endpoint). Needs proper fix before backend tightens validation.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-22 02:23:08 -04:00
Scott Idem
2b2324ee8a Updated to do list 2026-04-20 15:31:29 -04:00
Scott Idem
66310adb22 More to do things. 2026-04-19 19:32:43 -04:00
Scott Idem
b8e6bcaf03 fix(idaa): strip API calls from all +page.ts/+layout.ts, gate loading in $effect
SvelteKit load functions fire during link prefetch before Novi auth completes;
`if (browser)` guards do not prevent this. Moving all IDAA data fetching into
$effect hooks gated on `novi_verified || trusted_access` closes the IDB
pre-population race across archives, bb/[post_id], and recovery_meetings/[event_id].

Also documents the Auth-Before-Cache rule and per-route status in
AE__Permissions_and_Security.md.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-19 18:49:47 -04:00
Scott Idem
9d8c0e5dd4 Updated to do list for bug fixes related to IDAA. And possibly other areas. 2026-04-19 17:27:28 -04:00
Scott Idem
868f4b3390 Updated he directory path for general agents trash. 2026-04-19 16:55:10 -04:00
Scott Idem
aebbcf5b47 docs: add AI agent bootstrap / quickstart document
Concise onboarding doc covering: project overview, critical rules (IDAA
privacy, no-rm, svelte-check), env/deploy cheat sheet, Svelte 5 runes
patterns, V3 API patterns, naming conventions, real past mistakes, source
layout, and reading order for deeper dives.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-19 16:52:25 -04:00
Scott Idem
9baffc4407 chore(devops): clean up TODO and remove dead package.json scripts
- TODO: mark BGH file-warning and hide-draft items complete; add detailed
  Dockerfile env-file simplification task (deferred post-April 21 show);
  strip stale completed DevOps entries from the active list
- package.json: remove build:docker:test/prod (never used locally; deploys
  go through remote deploy.sh on Linode)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-19 16:35:31 -04:00
Scott Idem
721facf7ba fix(locations): auto-load locations on page open; fix session query and POC visibility
- Add +page.ts to trigger load_ae_obj_li__event_location on page load (locations
  were never fetched without a manual trigger)
- Fix ae_comp__event_session_obj_li_wrapper: query used event_location_id_random
  (deprecated index) instead of event_location_id, causing empty session lists
  under each location
- Wire hide__session_poc to pres_mgmt_loc.current.show__session_li_poc_field so
  the Options toggle actually takes effect in the per-location session list
- Also set hide__session_location=true since location is implicit in that context

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-19 11:54:22 -04:00
Scott Idem
278a40c981 Updated to do list 2026-04-18 18:16:35 -04:00
Scott Idem
7543bf6ae5 Renamed a directory to be more consistent 2026-04-16 19:15:18 -04:00
Scott Idem
9af5a292b6 Updating to do lists. 2026-04-16 19:11:25 -04:00
Scott Idem
2595664dd1 feat(pres_mgmt): extract session search component + time window filter
- Extract session search form into ae_comp__pres_mgmt_session_search.svelte
  (parallels ae_comp__badge_search.svelte); removes ~145 lines from +page.svelte
- Add time window filter: Clock icon toggle button reveals compact before/after
  selects; trusted users get 3d/7d options; active state highlighted in amber
- Add passes_hide_filter to IDB fast path to mirror API qry_hidden logic and
  eliminate the hidden-session blink on revalidation
- Add passes_time_window applied to both IDB fast path and API results
- Add time window state fields to PresMgmtLocState + pres_mgmt_loc_defaults
- Add contextual warning in "No sessions found" when time filter is active
- badges: hide "Start Here" button for trusted_access users; tweak button shade
- badges: scope placeholder CSS fix to input only (not textarea)
- Add MODULE__AE_Events_PressMgmt_Launcher.md doc

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-16 19:01:35 -04:00
Scott Idem
126eb77be2 fix(badges): cancel edit state on field switch, not just on explicit cancel
toggle_field only changed active_field — it never called cancel_field for the
previously open field. Unsaved typed values stayed in edit_full_name_override etc.,
so reopening a field would show the stale typed value and re-apply it to the badge
preview, even though the user had already moved on.

New logic: capture was_open, always call cancel_field for the current field (resets
edit vars + sets active_field = null), then open the new field if it wasn't the one
being closed. Closing a field by re-clicking its pencil now also discards unsaved state,
consistent with the explicit [X] button behavior.

Also: add global placeholder CSS fix to TODO__Agents.md (scoped workaround already
in ae_comp__badge_print_controls; long-term fix belongs in app.css or theme file).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-14 16:55:22 -04:00
Scott Idem
cfdec1e305 Forgot to include this update 2026-04-10 11:53:38 -04:00
Scott Idem
bfe02727bf docs(passcode): note backend fixes implemented and tested; phase 2 pending 2026-04-10 11:53:00 -04:00
Scott Idem
e542c55500 ui(badges): layout & fit-text tweaks; improve template form controls; remove badge modals from event settings; add documentation for passcode security 2026-04-10 11:44:22 -04:00
Scott Idem
76c28a7e22 Updated to do list. Cleaned up the badge search area at the top of the badge. Also tested the upload option 2026-04-09 14:31:29 -04:00
Scott Idem
b02843e467 feat(badges): cfg_json body_text_color applied in renderer 2026-04-08 12:32:13 -04:00
Scott Idem
372d79df2b docs(idaa): track contact_li_json_ext search gap + message sent to backend
- TODO__Agents.md: added task for contact search — backend to whitelist
  contact_li_json_ext in event search, frontend to add OR condition in
  search__event() and update local IDB fast-path filter. Blocked on backend.

- CLIENT__IDAA_and_customized_mods.md: documented the search architecture
  gap under Recovery Meetings — what default_qry_str contains, why
  contact_li_json is unsearchable as raw JSON, what contact_li_json_ext is
  and what needs to happen to enable contact name/email search.

Backend agent notified via ae_send_message 2026-04-08.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-08 00:20:59 -04:00
Scott Idem
c979454d84 docs(idaa): update IDAA doc with staff editing rules, Contact 1 convention, test coverage
- Added Section 4 'Staff Editing Rules': documents per-object behavior when
  trusted/admin staff edit member content. BB Post external_person_id is readonly
  for non-admin staff; Post Comment preserves existing record identity; Recovery
  Meeting external_person_id is intentionally editable for ownership reassignment.
  Clarifies that staff identity only fills when the record has no existing linkage.

- Added Section 5 'Recovery Meetings — Contact 1 Convention': states the business
  rule that Contact 1 is nearly always the same person as external_person_id (the
  meeting owner). Documents the distinction between ownership link vs. display contact.

- Added race condition defense note to Section 3 Implementation Patterns: creation
  buttons and edit submit handlers must scavenge from localStorage when the Svelte
  store is briefly null on mount.

- Updated test coverage table: Recovery Meetings now has substantial Playwright
  coverage (idaa_recovery_meeting_edit.test.ts). Noted pending BB Post/Comment tests.

- Updated Last Verified date to 2026-04-07.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-07 22:41:49 -04:00
Scott Idem
f2765d6a5e feat(idaa): enforce mandatory Novi UUID linkage for member content
CRITICAL IDENTITY FIX:
Ensures all member-generated content (Meetings, Posts, Comments) is explicitly linked to the creator's Novi UUID via 'external_person_id' at the moment of creation.

Changes:
- Added 'external_person_id' to creation payloads in Recovery Meetings and BB Posts.
- Implemented 'identity scavenging' from localStorage in submit handlers to prevent race conditions where Svelte stores are briefly null.
- Refactored Post Comment edit component to robustly initialize and save creator identity.
- Added 'The Novi UUID Rule' to IDAA documentation to mandate this pattern for future development.
- Added Playwright test to verify creation linkage and fixed a version-mismatch bug in the test auth helper.

Note: Archives and Archive Content are excluded as they do not require member ownership.
2026-04-07 22:07:53 -04:00
Scott Idem
a952c5ddbe docs(leads): document Leads store migration and payment UI fix; note tests update 2026-04-03 17:33:23 -04:00
Scott Idem
7f79c1857a leads: event-level payment config + Stripe key migration
- New /events/[event_id]/leads/config page: administrator UI for
  mod_exhibits_json. Controls leads_require_payment toggle and Stripe
  keys (publishable key + buy button IDs per license tier).

- leads_require_payment (mod_exhibits_json) now gates all billing UI:
  header CreditCard button in exhibit +page.svelte and Licenses & Billing
  accordion in ae_tab__manage.svelte. Default false (client covers costs).

- Stripe keys migrated from site_cfg_json to mod_exhibits_json (per-event).
  ae_comp__exhibit_payment accepts them as optional props; falls back to
  site_cfg_json for events not yet migrated.

- Fixed "My Leads" bug for shared-passcode users: search_params now maps
  licensee_email 'my' → 'shared_passcode' literal (not kv.key passcode
  string) so filters correctly match stored external_person_id values.

- Event settings: Exhibits section replaced with config link + raw JSON
  fallback, matching pres_mgmt/badges pattern.

- Docs updated: README.md, MODULE__AE_Events_Exhibitor_Leads.md.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-03 12:36:36 -04:00
Scott Idem
48c5515131 Updated to do list 2026-04-03 01:39:55 -04:00
Scott Idem
0ca2408111 Updated to do list again 2026-04-02 18:44:56 -04:00
Scott Idem
08fdb2bddf chore(docs): prune fully-completed subsections from TODO__Agents.md 2026-04-02 18:26:44 -04:00
Scott Idem
84875d1daa Moving older files around. 2026-04-02 18:21:39 -04:00
Scott Idem
09757d249c chore(docs): archive completed TODO items to TODO__Agents__ARCHIVE_2026-03.md and tidy main TODO 2026-04-02 18:20:03 -04:00
Scott Idem
c198ca2454 chore(badges): remove legacy badge_id_only_search; sync remote badges config into badges_loc; docs update 2026-04-02 18:03:23 -04:00
Scott Idem
1935564645 Quick version bump again. 2026-04-02 16:30:34 -04:00
Scott Idem
21f0fe69af Quick version bump 2026-04-02 15:03:01 -04:00
Scott Idem
ae4b94f1b2 fix(idaa): expand recovery_meetings search to use default_qry_str from API
Backend updated (2026-03-31) to return default_qry_str in event API responses.
Frontend now stores it via properties_to_save and searches it in both the local
Dexie fast-path filter and the secondary post-API client filter. Previously, the
server searched default_qry_str (e.g. day-of-week, recurring_text) while the
client only checked name/description/location_text -- causing local results to
drop valid matches on revalidation (e.g. searching 'Thursday').

Also adds TODO note to audit other event search pages for the same mismatch.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-31 16:16:43 -04:00
Scott Idem
e6daf6b503 fix(bootstrap): validate access_key server-side, prevent stale cache bypass
When a URL access_key is present, skip the Dexie cache fast-path in
lookup_site_domain entirely — the key must be validated against the API.
Previously, a stale cached entry with a previously-valid key would be
returned immediately, allowing access even after the key changed or
was revoked in the URL.

Also: add site_domain_access_key to properties_to_save__site_domain
so domain-level keys are persisted to Dexie for cache validation;
remove shadow access_key re-declaration in +layout.ts.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-31 15:07:41 -04:00