feat: add procedural flows with intake forms, navigation, and seed templates

Adds a new "procedural" tree type for linear step-by-step project workflows (domain controller setup, M365 onboarding, VPN config, etc). Includes intake form builder, two-panel step navigation, variable resolution, procedural exports, 3 seed templates, and UI rename from "Trees" to "Flows". Also archives 19 implemented plan docs and creates deferred features backlog. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-14 04:13:52 -05:00
parent 303570ca2c
commit 350c977eda
58 changed files with 11686 additions and 167 deletions
--- a/docs/archive/2026-02-12-admin-invite-user-mgmt.md
+++ b/docs/archive/2026-02-12-admin-invite-user-mgmt.md
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+# Admin Panel: Invite Codes + User Management Enhancement
+
+**Date:** 2026-02-12
+**Status:** Proposed — Combined Plan
+
+---
+
+## Summary
+
+Enhance admin capabilities to:
+
+1. Create invite codes tied to plans (`free`, `pro`, `team`) with optional trial durations.
+2. Send invite emails via Resend (best-effort, non-blocking).
+3. Apply invite-assigned plan/trial on registration.
+4. Give admins a detailed user management view with subscription, session, and audit context.
+5. Support admin subscription actions (change plan, extend/start trial).
+6. Auto-downgrade expired trials during authenticated access checks.
+
+---
+
+## Goals
+
+- Remove manual invite-code sharing workflow.
+- Support controlled beta onboarding with plan + trial at invite level.
+- Enable operational admin workflows for account/subscription lifecycle.
+- Keep backward compatibility where practical and avoid unsafe breaking changes.
+
+---
+
+## Non-Goals
+
+- Stripe billing workflow redesign.
+- Full historical pagination for user-detail sessions/audits in this iteration.
+- Rework of account invite (`/accounts/me/invites`) flow.
+
+---
+
+## Key Decisions Locked
+
+| Decision | Choice | Rationale |
+|----------|--------|-----------|
+| Invite API path | Standardize on `/invites` | Already in use (`router = APIRouter(prefix="/invites")`). Update CLAUDE.md which incorrectly references `/invite-codes`. |
+| User detail endpoint | Enrich existing `GET /admin/users/{id}` | One endpoint, richer response. No reason for admin to get a "lite" version. |
+| Invite email matching | Advisory only (no strict enforcement) | The invite code itself is the security gate. Email is for admin tracking. Strict matching creates friction during beta. |
+| Invite plan/trial application | Applies whenever a valid invite code is provided, even if `REQUIRE_INVITE_CODE=false` | Ensures plan/trial always carries through regardless of registration policy. |
+| Trial duration bounds | 1–90 days | 90 days covers any realistic beta period. Protects against typos. Admin can always extend after expiry. |
+| Extend trial behavior | May convert non-trialing subscriptions to `trialing` | Admin should have maximum control. Covers scenarios like forgotten trial assignment or second chances. |
+| User detail payload | Recent summaries (latest 10 sessions + 10 audit logs) + total counts | Balances useful at-a-glance admin view with response performance. Full history via future paginated endpoints. |
+
+---
+
+## Phase 1: Database Migration (030)
+
+**New file:** `backend/alembic/versions/030_enhance_invite_codes.py` (down revision `029`)
+
+Add columns to `invite_codes`:
+
+- `email`: `String(255)`, nullable, indexed.
+- `assigned_plan`: `String(50)`, non-null, server default `'free'`.
+- `trial_duration_days`: `Integer`, nullable.
+- `email_sent_at`: `DateTime(timezone=True)`, nullable.
+
+Database constraints:
+
+- `assigned_plan IN ('free', 'pro', 'team')`.
+- `trial_duration_days IS NULL OR trial_duration_days BETWEEN 1 AND 90`.
+- Consistency guard: `assigned_plan = 'free'` implies `trial_duration_days IS NULL`.
+
+**Update:** `backend/app/models/invite_code.py`
+
+- Add mapped columns for all new fields.
+- Add computed properties:
+  - `has_trial: bool` — `trial_duration_days is not None and > 0`
+  - `email_sent: bool` — `email_sent_at is not None`
+
+---
+
+## Phase 2: Resend Email Integration
+
+**New file:** `backend/app/core/email.py`
+
+- `EmailService` class with `send_invite_email(to_email, code, plan, trial_days, signup_url) -> bool`.
+- Returns `False` if `RESEND_API_KEY` not set (graceful degradation).
+- Catches provider failures, returns `False`, logs warning/error.
+- Never blocks invite creation (best-effort delivery).
+
+**New file:** `backend/app/templates/invite_email.html`
+
+- Branded HTML email: monochrome design, ResolutionFlow logo, CTA button.
+- Shows invite code, plan name, trial duration if applicable, signup link.
+
+**Update:** `backend/app/core/config.py`
+
+- Add `RESEND_API_KEY: Optional[str] = None`
+- Add `FROM_EMAIL: str = "ResolutionFlow <invites@resolutionflow.com>"`
+- Add `email_enabled` computed property.
+
+**Update:** `backend/requirements.txt` — add `resend` package.
+
+**Env vars required:** `RESEND_API_KEY`, `FROM_EMAIL` (has default).
+
+**Prerequisite:** DNS records (SPF, DKIM) must be configured in Resend for `resolutionflow.com` domain before production email delivery will work.
+
+---
+
+## Phase 3: Backend Schemas + Endpoints
+
+### 3a. Invite Code Schemas
+
+**Update:** `backend/app/schemas/invite_code.py`
+
+`InviteCodeCreate` — add fields:
+
+- `email: Optional[EmailStr]`
+- `assigned_plan: Literal['free', 'pro', 'team'] = 'free'`
+- `trial_duration_days: Optional[int]` (validated 1–90)
+
+`InviteCodeResponse` — add fields:
+
+- `email`, `assigned_plan`, `trial_duration_days`, `email_sent_at`
+- Computed flags: `has_trial`, `email_sent`
+
+### 3b. Invite Endpoints
+
+**Update:** `backend/app/api/endpoints/invite.py`
+
+- `POST /invites` — accept new fields (email, assigned_plan, trial_duration_days).
+  - Create invite with plan/trial/email metadata.
+  - If email provided, attempt send via EmailService.
+  - On send success: set `email_sent_at`.
+  - On send failure: invite still returns 201.
+  - Add audit log entry for invite creation with delivery result.
+- Keep `GET /invites`, `DELETE /invites/{code}`, `GET /invites/validate/{code}` behavior compatible.
+
+### 3c. Registration Plan Assignment
+
+**Update:** `backend/app/api/endpoints/auth.py` (registration endpoint, around lines 178–183)
+
+- If invite code is supplied and valid, load it and apply invite plan/trial **regardless of `REQUIRE_INVITE_CODE` setting**.
+- For non-account-invite registrations:
+  - Create subscription with `plan = invite_code.assigned_plan` (fallback `'free'`).
+  - If `trial_duration_days` is set:
+    - `status = 'trialing'`
+    - `current_period_start = now`
+    - `current_period_end = now + trial_duration_days`
+  - Else: `status = 'active'`.
+- Preserve existing account-invite join flow behavior.
+- Mark invite as used after user creation.
+
+### 3d. Admin Subscription + User Detail Endpoints
+
+**Update:** `backend/app/api/endpoints/admin.py`
+
+Enrich `GET /admin/users/{id}` response to include:
+
+- Base user fields (name, email, role, active status).
+- Account summary (account name, display code).
+- Subscription summary (plan, status, trial end date).
+- Recent sessions: latest 10 + total count.
+- Recent audit logs: latest 10 + total count.
+- Invite code used summary (code, assigned plan, who created it).
+
+Add new endpoints:
+
+- `PUT /admin/users/{id}/subscription/plan` — change user's plan.
+- `PUT /admin/users/{id}/subscription/extend-trial` — add days to trial, or convert to trialing if not already.
+
+Both endpoints should create audit log entries.
+
+### 3e. Trial Expiry Check
+
+**Update:** `backend/app/api/deps.py` — in `get_current_active_user`
+
+- Check account subscription status.
+- If `status = 'trialing'` and `current_period_end < now`:
+  - Set `plan = 'free'`, `status = 'active'`.
+  - Clear/normalize trial period fields.
+  - Commit before returning user.
+
+**Note:** This is a lightweight login-time check. Users with active JWT sessions will retain access until token refresh. Acceptable for beta; revisit if stricter enforcement needed later.
+
+---
+
+## Phase 4: Backend Schema Additions
+
+**Check first:** Verify whether `backend/app/schemas/subscription.py` already exists. If it does, extend it. If not, create it.
+
+Schemas needed in `backend/app/schemas/subscription.py`:
+
+- `SubscriptionPlanUpdate` — for plan change requests.
+- `ExtendTrialRequest` — for trial extension requests.
+- `SubscriptionResponse` — for subscription state in responses.
+
+**New file:** `backend/app/schemas/user_detail.py`
+
+- `AccountSummary`
+- `SessionSummary`
+- `AuditLogSummary`
+- `InviteCodeUsedSummary`
+- `UserDetailResponse` (superset response for enriched `/admin/users/{id}`)
+
+---
+
+## Phase 5: Frontend Types + API Client
+
+**Update:** `frontend/src/types/admin.ts`
+
+- Enhanced `InviteCodeResponse` with email, plan, trial, email-sent fields.
+- New types: `UserDetail`, `SubscriptionDetail`, `SessionSummary`, `AuditLogSummary`, `AccountSummary`.
+
+**Update:** `frontend/src/api/admin.ts`
+
+- Ensure invite endpoints target `/invites` (not `/invite-codes`).
+- Enhance `createInviteCode` payload with new fields.
+- Add: `getUserDetail(userId)`, `updateUserSubscriptionPlan(userId, plan)`, `extendUserTrial(userId, days)`.
+
+---
+
+## Phase 6: Frontend — Enhanced Invite Codes Page
+
+**Update:** `frontend/src/pages/admin/InviteCodesPage.tsx`
+
+Create form additions:
+
+- Email input (optional, validated).
+- Plan selector dropdown (Free / Pro / Team).
+- Trial duration input (number of days, shown only when plan ≠ free).
+
+Table additions:
+
+- "Recipient" column (email or "—").
+- "Plan" column with badge.
+- "Trial" column (days or "—").
+- "Email Sent" indicator.
+
+Preserve existing create/copy/delete actions and status badges.
+
+---
+
+## Phase 7: Frontend — User Detail Page
+
+**New file:** `frontend/src/pages/admin/UserDetailPage.tsx`
+
+Sections:
+
+- **Header** — name, email, role badges, active status.
+- **Account & Subscription card** — plan, status, trial end date, account display code.
+- **Admin Actions card** — Change Role, Change Plan, Extend/Start Trial, Activate/Deactivate (modal-based).
+- **Recent Sessions tab** — tree name, started, completed, outcome.
+- **Audit Logs tab** — action, resource, timestamp, expandable details.
+- **Invite Code card** — code used, plan assigned, who created it.
+
+**Update:** `frontend/src/router.tsx` — add route `admin/users/:userId`.
+
+**Update:** `frontend/src/pages/admin/UsersPage.tsx` — make user rows clickable to navigate to detail page. Ensure action menu clicks (dropdowns, buttons) don't trigger row navigation.
+
+---
+
+## File Inventory
+
+### Files to Create
+
+| File | Phase |
+|------|-------|
+| `backend/alembic/versions/030_enhance_invite_codes.py` | 1 |
+| `backend/app/core/email.py` | 2 |
+| `backend/app/templates/invite_email.html` | 2 |
+| `backend/app/schemas/subscription.py` (verify doesn't exist first) | 4 |
+| `backend/app/schemas/user_detail.py` | 4 |
+| `frontend/src/pages/admin/UserDetailPage.tsx` | 7 |
+
+### Files to Modify
+
+| File | Phase | What Changes |
+|------|-------|-------------|
+| `backend/app/models/invite_code.py` | 1 | Add new columns + computed properties |
+| `backend/app/core/config.py` | 2 | Add RESEND_API_KEY, FROM_EMAIL, email_enabled |
+| `backend/requirements.txt` | 2 | Add resend package |
+| `backend/app/schemas/invite_code.py` | 3a | Add email, plan, trial fields to create/response |
+| `backend/app/api/endpoints/invite.py` | 3b | Accept new fields, send email, audit log |
+| `backend/app/api/endpoints/auth.py` | 3c | Apply invite plan/trial on registration (lines ~178–183) |
+| `backend/app/api/endpoints/admin.py` | 3d | Enrich user detail, add subscription endpoints |
+| `backend/app/api/deps.py` | 3e | Trial expiry check in get_current_active_user |
+| `frontend/src/types/admin.ts` | 5 | Enhanced invite + new detail types |
+| `frontend/src/api/admin.ts` | 5 | New API functions, fix invite path |
+| `frontend/src/pages/admin/InviteCodesPage.tsx` | 6 | Form + table enhancements |
+| `frontend/src/pages/admin/UsersPage.tsx` | 7 | Clickable rows → detail page |
+| `frontend/src/router.tsx` | 7 | Add user detail route |
+
+### Also Update (Housekeeping)
+
+| File | What Changes |
+|------|-------------|
+| `CLAUDE.md` | Fix invite codes endpoint reference from `/invite-codes` to `/invites` |
+
+---
+
+## API / Interface Changes
+
+### Modified Endpoints
+
+- `POST /invites` — new request fields: `email`, `assigned_plan`, `trial_duration_days`.
+- `GET /invites` — new response fields: `email`, `assigned_plan`, `trial_duration_days`, `email_sent_at`, `has_trial`, `email_sent`.
+- `GET /admin/users/{id}` — enriched response with account/subscription/recent activity details.
+
+### New Endpoints
+
+- `PUT /admin/users/{id}/subscription/plan`
+- `PUT /admin/users/{id}/subscription/extend-trial`
+
+---
+
+## Implementation Order
+
+1. Migration 030 (invite code fields)
+2. Model update (invite_code.py)
+3. Resend integration (email.py, config.py, template, requirements.txt)
+4. Backend schemas (invite_code, subscription, user_detail)
+5. Backend API (invite.py, auth.py, admin.py, deps.py)
+6. Backend tests
+7. Frontend types + API client
+8. Frontend invite codes page enhancement
+9. Frontend user detail page
+10. End-to-end testing
+
+---
+
+## Test Plan
+
+### Backend Tests
+
+1. Invite create with `assigned_plan` + `trial_duration_days` persists correctly.
+2. Invite create with email — Resend success sets `email_sent_at`.
+3. Invite create with email — Resend failure still returns 201, does not set `email_sent_at`.
+4. Registration with invite applies correct subscription plan/status/period fields.
+5. Registration with optional invite (`REQUIRE_INVITE_CODE=false`) still applies plan/trial when code provided.
+6. Expired trial auto-downgrades on authenticated request.
+7. Admin plan update endpoint updates subscription + creates audit log.
+8. Admin extend-trial endpoint converts/extends correctly + creates audit log.
+9. Enriched `GET /admin/users/{id}` returns expected shape and list-size caps (10 sessions, 10 audit logs).
+10. Trial duration validation rejects values outside 1–90 range.
+11. Free plan invite rejects trial_duration_days (consistency guard).
+
+### Frontend Verification
+
+1. Create invite with email + plan + trial from admin UI.
+2. Confirm invite table renders recipient/plan/trial/email-sent columns.
+3. Open user detail from users table (click row).
+4. Change plan and extend trial from detail page.
+5. Confirm updated values refresh in UI.
+6. `cd frontend && npm run build` passes.
+
+### Commands
+
+```
+cd backend && pytest --override-ini="addopts="
+cd frontend && npm run build
+```
+
+---
+
+## Risks and Mitigations
+
+| Risk | Mitigation |
+|------|-----------|
+| Endpoint drift (`/invite-codes` vs `/invites`) | Update CLAUDE.md and admin API client. Verify all admin invite calls use `/invites`. |
+| Subscription side-effects in auth/deps | Centralize trial-expiry logic. Cover with targeted tests. |
+| Payload growth for user detail | Cap related arrays at 10 items, include total counts. |
+| Email provider outages | Best-effort send with logging. Invite creation never fails due to email. |
+| DNS not configured for Resend | Document as prerequisite. Email gracefully degrades when API key missing. |
+| `subscription.py` may already exist | Verify before creating. Extend if present, create if not. |
+| JWT session outlives trial expiry | Acceptable for beta. Document as known limitation. |
+
+---
+
+## Rollout
+
+1. Deploy migration and backend changes.
+2. Validate admin invite creation and registration path in staging.
+3. Deploy frontend with new invite/user-detail UI.
+4. Monitor audit logs and invite email delivery behavior post-release.
+
+---
+
+## Assumptions
+
+- Existing admin access control (`require_admin`) remains unchanged.
+- Plan limits for `free/pro/team` are already configured in `plan_limits`.
+- No mandatory template engine addition is required for email template rendering.
+- Alembic `env.py` already imports `InviteCode` model (per LESSONS-LEARNED.md).