1. Pre-launch review (no code)
Listed what’s left before going live: testing, backups, monitoring, legal/GDPR, and a dry run on the VPS.
Listed the features a barbershop system usually has and which of them you’re missing.
Researched WhatsApp pricing, which led to the free route below.
2. Security cleanup
This came out of that review.
Deleted: /dev/scheduling-test (a test page that shipped), /api/debug/db-connect-test (a leftover debug route), and two files of unauthenticated booking and appointment actions (11 actions). One of them listed appointments with customer details to anyone.
Audited: all 127 server actions. The only unguarded ones left are the intended public ones: availability lookups, cookie-based booking drafts, and the token-gated one-time installer.
Tidied: removed the four now-dead booking schemas from schemas.ts.
3. Client import from a spreadsheet
Entry points: an upload icon next to “+” on the Clients page, and a link on the Add Client page. It’s owner-only, checked again on the server.
Flow: /staff/clients/import.
Upload a CSV and check the guessed column mapping.
Review the preview, then import in chunks with progress.
A report lists problem rows by spreadsheet row number, with a download.
CSV template: a visible “Download CSV template” button (headers only: First name, Last name, Email, Phone).
Behavior:
Each client gets a sign-in-ready account, the same as adding one by hand.
Nobody is emailed.
Existing emails are left untouched.
Earlier guest bookings under the same email attach automatically.
“Surname, Firstname” names are read the right way round.
People sharing a phone number still import.
Limits: an email is required for every row, CSV only (no .xlsx), up to 5,000 rows per file, and notes aren’t imported.
4. WhatsApp reminders (free, manual route)
Button: a WhatsApp button next to Call and Email on four pages: the owner and barber appointment pages, “Current appointment”, and the client page. It opens WhatsApp with a ready-written reminder, including a “change it” link.
Phone numbers: read as the business’s own country when typed without a country code. This uses the new libphonenumber-js dependency. A number WhatsApp can’t use means no button.
Reminders list: a new /staff/reminders page lists tomorrow’s confirmed bookings in time order.
Each row has a one-tap Send on WhatsApp.
Tapping marks it “Sent 14:46”, with an Undo.
The mark shows on the appointment pages too.
Barbers see their own list; owners see the whole shop with barber names.
Calendar link: “WhatsApp reminders · 3 to send tomorrow” on both calendar pages.
Database: one additive migration, Appointment.whatsappReminderSentAt. Rescheduling clears it, since a reminder for the old time says nothing about the new one.
Audit log: who marked or undid each reminder is recorded.
Tests and verification
Before today Now
Unit tests 297 331
Integration tests 273 285
New unit tests: the CSV parser, import row logic, and WhatsApp link and phone handling.
New integration tests: the import service and the reminders service.
Checks: typecheck and lint are clean (the one old branding warning remains).
Browser: I exercised each feature in a real browser against a throwaway MySQL 8, including the permission split between Leo and Marcus.
Fixed an issue where media manager only shows files uploaded in specific sections.
Fixed an issue with icon picker names.
Removed jumbo rounding and a few other style tweaks.
Phase 5 is complete. All 53 tasks are done, verified on a fresh database in a single clean run: **121 unit tests**, **55 integration tests**, and **15 E2E journeys** (6 Phase 4 + 9 new Phase 5) all passing, plus a clean `tsc`/`eslint`/`build`.
Summary of this final stretch:
- **Fixed a real bug**: `StaffService`'s break/time-off update/delete functions threw uncaught instead of failing gracefully on a permission mismatch — fixed with proper `PERMISSION_DENIED` handling, covered by new integration tests.
- **Built the remaining Phase 5 UI**: Breaks editor, Time Off editor, Barber Profile, and Notification Preferences — all wired to real services, no placeholders.
- **Extended seed data**: more customers, loyalty accounts/transactions/rewards, and appointments spanning every status today (anchored to real time so the "Current Appointment" priority logic is reliably exercised).
- **Found and fixed a second real bug live in the browser**: the Break/Time-Off edit sheets showed stale default values instead of the item being edited (a classic `useState`-doesn't-reinitialize-on-prop-change bug) — fixed with a `key` prop to force remount.
- **Wrote the full Phase 5 test suite**: unit tests for `selectCurrentAppointment` and all `StaffService` validators, integration tests for `LoyaltyService` and `StaffService` (including the permission-fix regression tests), and 9 new Playwright E2E journeys covering the brief's exact required list.
- **Did the desktop-responsive pass**: a persistent sidebar nav replacing the bottom bar at `lg:`, a genuine calendar+"Right Now" side-by-side split, and 2-column layouts for the clients list and customer details — addressing the brief's explicit "more than simple centering" requirement.
- **Wrote [docs/phase-5-summary.md](docs/phase-5-summary.md)** documenting everything above in full.
Nothing is committed — the whole session (Phases 2–5) sits uncommitted on top of the initial template commit, same as you left it. Let me know if you'd like me to commit, or if you want to move on to Phase 6.