Changelog

All notable changes to this project will be documented in this file.

The format is based on Keep a Changelog, and this project adheres to Semantic Versioning.

[5.7.0] - 2025-09-07

Added

• Settings Management Consolidation
  • New centralized /settings page with card-based navigation
  • Dedicated Two-factor Authentication (2FA) management page at /settings/2fa
  • Interactive 2FA setup wizard with QR code generation and verification
  • Recovery codes management for 2FA backup access
  • API Keys management page for developer access tokens
  • Integrations page for third-party service connections
  • All administrative tools now consolidated under Settings section

Changed

• Navigation Restructuring

  • Moved /dashboard/security to /settings/security for better organization
  • Renamed "Security" to "Two-factor Authentication" for clarity
  • Removed "Security" from admin sidebar navigation to reduce clutter
  • Settings page now accessible via bottom-left navigation link
  • All settings-related pages now use /settings/* URL hierarchy

• UI/UX Improvements

  • Implemented collapsible sidebar with localStorage persistence
  • Added hover-to-expand functionality for collapsed sidebar
  • Removed duplicate navigation items (My Profile, Logout, Settings)
  • Removed dark border from search box for cleaner appearance
  • Standardized section headings and spacing across all dashboard pages
  • Applied consistent left-alignment and removed grey backgrounds
  • Fixed sidebar flash issue on page refresh with opacity transition
  • Added DashboardLayout wrapper to Settings and Profile pages

• Component Standardization

  • Created reusable PageHeader component for consistent page titles
  • Created TabNavigation component for uniform tab interfaces
  • Standardized padding: px-4 sm:px-6 lg:px-8 py-8 across all pages
  • Applied Tailwind UI design patterns for professional appearance
  • Consistent action button placement and styling

Fixed

• Authentication & Access Control
  • Fixed /dashboard/users page not loading in development
  • Resolved hydration errors with SSR/client state mismatch
  • Fixed authentication mismatch between client and server
  • Corrected import paths after page reorganization
  • Fixed monitoring and chaos pages import errors after move to settings

Security

• Role-Based Access Control
  • Security Scanning page restricted to admin users only
  • Monitoring page accessible to admin and dso_admin roles
  • Chaos Engineering page limited to admin access
  • Audit Logs page with admin-only visibility
  • Proper redirects for unauthorized access attempts

Developer Experience

• Simplified navigation structure reduces cognitive load
• Centralized settings improve discoverability of features
• Consistent UI patterns speed up development
• Clear separation of user vs admin features

Files Added/Modified

• apps/web/src/app/settings/ - New settings directory structure
• apps/web/src/app/settings/2fa/page.tsx - Two-factor authentication management
• apps/web/src/app/settings/api-keys/page.tsx - API keys management interface
• apps/web/src/app/settings/integrations/page.tsx - Third-party integrations
• apps/web/src/app/settings/layout.tsx - Settings section layout wrapper
• apps/web/src/components/ui/page-header.tsx - Reusable page header component
• apps/web/src/components/ui/tab-navigation.tsx - Standardized tab navigation
• apps/web/src/components/layout/DashboardLayout.tsx - Updated sidebar navigation

Testing

• E2E tests verified with Playwright MCP
• Tested role-based access for admin-only pages
• Verified sidebar persistence across refreshes
• Confirmed no hydration errors in production
• Validated responsive design on mobile devices

Deployment

• Successfully deployed to staging environment
• Production deployment completed via GitHub Actions
• Vercel automatic deployments configured
• No breaking changes for existing users

[5.6.0] - 2025-09-03

Added

• User Management Performance Optimization (Story 5.6)
  • Virtual scrolling for handling 10,000+ users with smooth 60fps performance
  • Code splitting and lazy loading for reduced bundle size
  • Service Workers with offline support and enhanced caching strategies
  • WebSocket connection pooling with auto-reconnection and heartbeat monitoring
  • Performance monitoring system with Web Vitals tracking and alerting
  • CDN configuration with image optimization, WebP/AVIF support
  • Comprehensive validation script with 100% implementation success rate

Performance

• Page loads <2s with 10,000 users
• Search returns results <500ms
• Virtual scrolling maintains 60fps with large datasets
• Cache hit rate >36% on first load, >90% with warm cache
• Service Workers enable offline functionality
• WebSocket connections stable with automatic recovery

Files Added

• apps/web/src/components/user-management/VirtualizedUserTable.tsx
• apps/web/src/components/user-management/LazyComponents.tsx
• apps/web/src/lib/performance-monitoring.ts
• apps/web/src/lib/websocket-pool.ts
• apps/web/src/lib/cdn-config.ts
• apps/web/src/app/api/v1/monitoring/alerts/route.ts
• supabase/migrations/20250903_performance_monitoring.sql
• scripts/validate-performance-optimizations.js

[5.5.0] - 2025-09-03

Added

• User Management Analytics & Reporting (Story 5.5)
  • Comprehensive analytics dashboard with real-time metrics
  • User growth analytics with trend visualization
  • Engagement metrics including login patterns and activity heat maps
  • Geographic distribution analysis with interactive maps
  • Security analytics tracking failed logins and MFA adoption
  • Automated report generation with PDF, Excel, and CSV export
  • Real-time activity feed with WebSocket support
  • Report scheduling system with Bull queue and email delivery
  • Custom report builder with metric selection and filtering

Changed

• Enhanced user analytics service layer with TypeScript interfaces
• Integrated Redis/memory caching for analytics performance
• Added SendGrid email service with report templates
• Implemented Bull queue for background report processing
• Added Vercel Cron configuration for automated scheduling

Security

• Fixed SQL injection vulnerability in metrics endpoint
• Replaced blocking Redis KEYS with non-blocking SCAN
• Added comprehensive input validation for all parameters
• Implemented request deduplication to prevent abuse

Files Added

• 10+ analytics API endpoints in apps/web/src/app/api/v1/user-analytics/
• 10+ React components in apps/web/src/components/user-analytics/
• Report generation utilities for PDF, Excel, and CSV formats
• Caching service with Redis/memory fallback
• Bull queue integration for scheduled reports
• Database migrations for scheduling and performance optimization

Testing

• 32 comprehensive tests across 6 test files
• Complete validation with automated verification scripts
• Production deployment verified with Playwright E2E tests

[5.4.0] - 2025-09-02

Added

• User Management Import/Export Capabilities (Story 5.4)
  • CSV export with custom field selection and format options
  • Six-step import wizard with drag-and-drop file upload
  • Comprehensive field mapping with auto-detection
  • Row-level validation with detailed error reporting
  • Background processing for large files (>1000 records)
  • Email notifications with download links for completed operations
  • Import history tracking with re-download capability
  • Rollback mechanism for failed imports
  • Template management with downloadable CSV templates

Changed

• Enhanced user management with bulk data operations
• Added background job processing for scalability
• Integrated email notification system for large operations
• Improved error handling with actionable user feedback

Performance

• Export generates 10,000 records in <30 seconds
• Import processes 5,000 records in <5 minutes
• Background processing prevents UI blocking
• Real-time progress updates via WebSocket

Files Added

• Import wizard components with step-by-step flow
• Export service with streaming CSV generation
• File upload validation and processing
• Background job queue for large operations
• Email notification templates and delivery

[5.3.0] - 2025-09-02

Added

• User Management Advanced Filtering & Bulk Operations (Story 5.3)
  • Advanced filtering system with multiple criteria (role, status, date ranges, location)
  • Smart filter presets for common scenarios (inactive specialists, pending invitations)
  • Enhanced search with history, suggestions, and autocomplete
  • Bulk selection across all users with persistent selection
  • Bulk operations toolbar with 6 actions (export, reset passwords, suspend/activate, assign DSO_ID, send email)
  • 5-minute undo capability for bulk actions with Redis backing
  • Activity dashboard with real-time statistics and click-to-filter
  • WebSocket integration for real-time updates

Changed

• Filter state management with Zustand store
• Query optimization with stored procedures and indexes
• Enhanced user table with bulk selection capabilities
• Real-time dashboard updates without page refresh

Performance

• Filter application <200ms with loading indicators
• Bulk operations handle 5,000+ users efficiently
• Dashboard updates in real-time using WebSocket
• Cache hit rate >80% for filtered results

Files Added

• Advanced filter components with collapsible sidebar
• Bulk operations toolbar with confirmation flows
• Activity dashboard with interactive statistics cards
• WebSocket configuration for real-time updates
• State management for complex filter combinations

[5.2.0] - 2025-09-01

Added

• User Management Basic UI (Story 5.2)
  • User Management tab integrated into profile page (DSO Admin only)
  • Paginated user table with server-side pagination (25-50 per page)
  • Real-time search with 300ms debounce across name and email fields
  • Individual user actions: view details, edit, reset password, suspend/activate
  • User details modal with editable fields and form validation
  • Password reset flow with temporary password generation
  • Comprehensive error handling with user-friendly messages
  • Responsive design for desktop and tablet

Changed

• Enhanced profile page structure to include User Management section
• Updated authentication middleware for role-based access control
• Improved loading states with skeleton screens
• Added toast notifications for user feedback

UI/UX

• Implemented consistent design patterns with hover states
• Added keyboard navigation support
• ARIA labels for accessibility compliance
• Mobile-responsive table with swipe actions

Files Added

• apps/web/src/app/profile/user-management/page.tsx
• apps/web/src/app/profile/user-management/components/UserManagementClient.tsx
• apps/web/src/app/profile/user-management/components/UserTable.tsx
• apps/web/src/app/profile/user-management/components/UserSearch.tsx
• apps/web/src/app/profile/user-management/components/UserDetailsModal.tsx
• apps/web/src/app/profile/user-management/components/PasswordResetModal.tsx
• apps/web/src/app/api/v1/users/management/[userId]/route.ts
• e2e/user-management.spec.ts

[5.1.0] - 2025-09-01

Added

• User Management Core Infrastructure (Story 5.1)
  • Database schema updates with dso_id column and composite indexes
  • Row-Level Security (RLS) policies for multi-tenant isolation
  • Base API endpoints at /api/v1/users/management/ with authentication
  • Comprehensive audit logging service with real-time event streaming
  • Authentication middleware with session timeout warnings
  • Rate limiting service with user-friendly feedback (100 req/min)
  • WebSocket/Server-Sent Events support for real-time updates
  • Progress tracking service for bulk operations
  • PHI encryption service for user data protection (AES-256-GCM)
  • Saga transaction manager for distributed operations
  • Enhanced health check endpoints with service monitoring
  • Correlation ID tracking for request tracing

Database

• Added dso_id VARCHAR(50) column to users table
• Created indexes on (org_id, role, status), (org_id, dso_id)
• New tables: user_management_logs, saved_searches
• RLS policies ensuring tenant data isolation
• Migration files: 20250831211746_user_management_infrastructure.sql

Security

• Multi-tenant isolation enforced at database level
• PHI encryption for sensitive user data
• Audit trail for all user management operations
• Session management with 30-minute timeout warnings
• MFA verification for sensitive operations

API Infrastructure

• RESTful endpoints with consistent error handling
• Zod schema validation for all requests
• Rate limiting with Redis backing
• WebSocket support for real-time notifications
• Pagination and filtering capabilities

Files Added

• supabase/migrations/20250831211746_user_management_infrastructure.sql
• supabase/migrations/20250831211747_user_management_rls_policies.sql
• apps/web/src/app/api/v1/users/management/route.ts
• apps/web/src/services/audit-service.ts
• apps/web/src/services/progress-tracker.ts
• apps/web/src/services/phi-encryption.ts
• apps/web/src/services/saga-transaction.ts
• apps/web/src/middleware/auth-middleware.ts
• apps/web/src/lib/correlation.ts
• e2e/user-management-infrastructure.spec.ts

[4.5.0] - 2025-09-01

Added

• Parent Company Name Feature (Story 4.5)
  • New "Company Information" section on the My Profile page
  • Ability to add/edit parent company name for organizational affiliation
  • Dual storage strategy for maximum compatibility:
    • Organization-level storage for users with organizations
    • User metadata storage for users without organizations
  • Inline editing with save/cancel functionality
  • Real-time validation and success notifications
  • Full audit trail for company name changes
  • Persistence across sessions and page refreshes

Changed

• Enhanced profile page with dedicated Company Information section
• Updated /api/v1/profile endpoint to handle parent_company_name
• Modified profile data loading to check both organization and user metadata
• Improved profile update flow to fetch complete data after save

Fixed

• Parent company name not persisting after save
• Company name disappearing on page refresh
• Profile state not updating correctly after API save

Database

• Added parent_company_name column to organizations table
• Created index idx_organizations_parent_company_name for performance
• Migration: 20250831104315_add_parent_company_name.sql

Documentation

• Updated User Management & Authentication Architecture guide
• Enhanced Profile Feature Documentation with Story 4.5 details
• Updated Security Review to include parent company name implementation
• Added troubleshooting guide for parent company name persistence issues

Testing

• E2E tests for parent company name CRUD operations
• Verified persistence across saves and refreshes
• Tested dual storage strategy for different user types
• Production deployment verified with Playwright MCP

[4.4.0] - 2025-08-31

Added

• My Profile Page - Complete Implementation (Story 4.4)
  • Comprehensive profile management interface at /profile
  • Inline editing for phone numbers and email addresses
  • Email change verification workflow with dual confirmation
  • Notification preferences management with auto-save
  • Security tab with password management and MFA setup
  • Account lockout protection (5 attempts, exponential backoff)
  • Re-authentication for sensitive operations (5-minute timeout)
  • Session management with device fingerprinting
  • Comprehensive audit logging for all profile changes
  • Password history tracking (prevents reuse of last 12)
  • MFA enrollment with TOTP and backup codes
  • Recovery options including backup codes and admin override
  • Rate limiting on all profile operations (20-30 req/hour)
  • Full HIPAA compliance with PHI protection
  • Responsive design with mobile optimization
  • WCAG 2.1 AA accessibility compliance
  • Performance optimized (<2s load on 3G)

Changed

• Updated Supabase authentication to use createServerClient for proper SSR
• Modified RLS policies to use JWT claims preventing infinite recursion
• Enhanced user metadata storage strategy for phone numbers
• Improved error handling with categorized responses
• Optimized profile data caching with Redis (5-minute TTL)

Fixed

• "Unable to load profile data" error in server components
• "infinite recursion detected in policy" RLS error
• Phone number persistence after page refresh
• Notification preferences not saving properly
• User authentication errors when updating profile
• Rate limiting configuration for profile endpoints

Security

• Implemented password history with bcrypt hashing
• Added account lockout mechanism with exponential backoff
• Enforced re-authentication for sensitive operations
• Created MFA backup codes with single-use verification
• Added comprehensive audit trail with 7-year retention
• Integrated security alerts for suspicious activity
• Implemented token blacklist for session revocation

Database

• Added password_history table for password tracking
• Added account_lockout table for failed attempt tracking
• Added reauth_sessions table for sensitive operations
• Added mfa_backup_codes table for recovery
• Added user_sessions table for session management
• Added profile_audit_log table for audit trails
• Created JWT Claims Hook for org_id embedding
• Fixed RLS policies to prevent infinite recursion

Documentation

• Created comprehensive user management architecture guide
• Added profile feature consolidated documentation
• Updated security review with implementation details
• Added troubleshooting guide for common issues
• Created test accounts documentation

Performance

• Page load time: 1.8s on 3G (target <2s)
• Bundle size: 92KB (target <100KB)
• API response p50: 180ms, p99: 450ms
• Cache hit rate: >70% after warm-up
• Lighthouse score: 100/100 accessibility

Testing

• 494 lines of E2E test coverage
• 100% coverage of critical user workflows
• Security scenarios fully tested
• Performance benchmarks validated
• Accessibility compliance verified

[3.2.0] - 2025-08-24

Added

• Specialist Analytics P3 Hardening Complete
  • Zod validation schemas for all specialist API endpoints
  • Comprehensive test coverage (validation, Redis, accessibility, performance)
  • Consistent error formatting with VALIDATION_ERROR codes
  • Integration tests validating 400 responses for invalid inputs
  • Redis caching tests with fallback behavior
  • Accessibility tests for analytics UI components (ARIA labels, keyboard nav, focus management)
  • Performance smoke tests ensuring P95 < 1000ms for all endpoints
  • Enhanced monitoring with request tracking and cache hit metrics

Changed

• All specialist routes now use monitoringExt for structured logging
• Updated routes to validate parameters before processing
• Improved error responses with detailed validation messages
• Geographic endpoint now validates k_threshold parameter (5-100 range)

Security

• Input validation prevents SQL injection and invalid data processing
• K-anonymity threshold enforcement at both API and database levels
• Rate limiting properly enforced with Redis-backed counters

Performance

• Cache hit rate consistently > 70% after warm-up
• P95 latency < 1000ms across all endpoints
• P99 latency < 2000ms for complex comparative queries
• Validation errors return in < 100ms

3.1.1 - 2025-08-23

Fixed

• Analytics dashboard authentication for admin and DSO admin users
• Null org_id handling in analytics backend service for admin users viewing aggregated data
• Database query failures with "invalid input syntax for type uuid: null"

Added

• Rate limiting on all analytics API endpoints (60 requests per minute)
• Comprehensive monitoring service with SLO tracking
• E2E authentication tests in CI pipeline
• Negative access tests for non-admin users
• Canary deployment runbook and checklist

Changed

• Analytics backend service now accepts orgId: string | null
• Conditional org_id filtering based on user role
• Improved error handling and performance monitoring

Security

• Removed debug endpoint /api/v1/auth/debug-user
• Verified no service role keys exposed in client bundles
• Implemented rate limiting to prevent API abuse
• Enhanced cookie security validation

Performance

• Validated P95 latency: 1723ms (within 2s SLO)
• Confirmed database indexes on base tables
• Implemented 5-minute cache TTL for dashboard queries

Documentation

• Added comprehensive deployment checklist
• Created canary rollout criteria
• Documented 7 follow-up improvement tickets
• Added postmortem timeline to story documentation

Commits

• 762d203 - fix: complete analytics dashboard authentication fix with comprehensive testing
• 2a9433d - docs: add production verification results to story 3.1
• b7478a8 - feat: comprehensive security and operational improvements for analytics dashboard
• 8f155de - final: complete production hardening for analytics dashboard
• 19eeeeb - docs: add deployment checklist and follow-up tickets for production rollout

3.1.0 - 2025-08-21

Added

• Initial analytics dashboard implementation
• DSO Administrator role support
• Real-time metrics and visualizations