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>
This commit is contained in:
chihlasm
2026-02-14 04:13:52 -05:00
parent 303570ca2c
commit 350c977eda
58 changed files with 11686 additions and 167 deletions

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import { CheckCircle2, Clock, FileText, Download } from 'lucide-react'
import type { ProceduralStep } from '@/types'
interface StepCompletion {
stepId: string
notes: string
verificationValue: string
completedAt: string
}
interface CompletionSummaryProps {
treeName: string
steps: ProceduralStep[]
completions: Map<string, StepCompletion>
variables: Record<string, string>
startedAt: string
completedAt: string
onExport: () => void
onClose: () => void
}
export function CompletionSummary({
treeName,
steps,
completions,
variables,
startedAt,
completedAt,
onExport,
onClose,
}: CompletionSummaryProps) {
const procedureSteps = steps.filter((s) => s.type === 'procedure_step')
// Parse backend timestamp — ensure UTC if no timezone info
const parseTs = (ts: string) => {
if (!ts.endsWith('Z') && !ts.includes('+') && !/\d{2}:\d{2}$/.test(ts.slice(-5))) {
return new Date(ts + 'Z')
}
return new Date(ts)
}
const start = parseTs(startedAt)
const end = parseTs(completedAt)
const totalMinutes = Math.max(0, Math.round((end.getTime() - start.getTime()) / 60000))
const formatTime = (minutes: number) => {
if (minutes < 1) return '<1 minute'
if (minutes < 60) return `${minutes} minute${minutes !== 1 ? 's' : ''}`
const h = Math.floor(minutes / 60)
const m = minutes % 60
return m > 0 ? `${h}h ${m}m` : `${h} hour${h > 1 ? 's' : ''}`
}
return (
<div className="mx-auto max-w-2xl space-y-6">
{/* Success header */}
<div className="text-center">
<div className="mx-auto mb-4 flex h-16 w-16 items-center justify-center rounded-full bg-emerald-400/10">
<CheckCircle2 className="h-8 w-8 text-emerald-400" />
</div>
<h1 className="text-2xl font-bold text-white">Procedure Complete</h1>
<p className="mt-1 text-white/40">{treeName}</p>
</div>
{/* Summary stats */}
<div className="grid grid-cols-3 gap-3">
<div className="glass-card rounded-xl p-3 text-center">
<CheckCircle2 className="mx-auto mb-1 h-5 w-5 text-emerald-400" />
<div className="text-lg font-semibold text-white">{procedureSteps.length}</div>
<div className="text-xs text-white/40">Steps Completed</div>
</div>
<div className="glass-card rounded-xl p-3 text-center">
<Clock className="mx-auto mb-1 h-5 w-5 text-white/50" />
<div className="text-lg font-semibold text-white">{formatTime(totalMinutes)}</div>
<div className="text-xs text-white/40">Total Time</div>
</div>
<div className="glass-card rounded-xl p-3 text-center">
<FileText className="mx-auto mb-1 h-5 w-5 text-white/50" />
<div className="text-lg font-semibold text-white">{Object.keys(variables).length}</div>
<div className="text-xs text-white/40">Parameters</div>
</div>
</div>
{/* Project parameters */}
{Object.keys(variables).length > 0 && (
<div className="glass-card rounded-xl p-4">
<h3 className="mb-3 text-sm font-semibold text-white/60">Project Parameters</h3>
<div className="space-y-1.5">
{Object.entries(variables).map(([key, value]) => (
<div key={key} className="flex items-baseline justify-between gap-4 text-sm">
<span className="font-mono text-white/40">{key}</span>
<span className="text-right text-white/70">{value}</span>
</div>
))}
</div>
</div>
)}
{/* Step details */}
<div className="glass-card rounded-xl p-4">
<h3 className="mb-3 text-sm font-semibold text-white/60">Step Summary</h3>
<div className="space-y-2">
{procedureSteps.map((step, index) => {
const completion = completions.get(step.id)
return (
<div key={step.id} className="flex items-start gap-2 text-sm">
<CheckCircle2 className="mt-0.5 h-4 w-4 shrink-0 text-emerald-400" />
<div className="min-w-0 flex-1">
<div className="flex items-center gap-2">
<span className="text-white/70">
{index + 1}. {step.title}
</span>
</div>
{completion?.notes && (
<p className="mt-0.5 text-xs text-white/30">Note: {completion.notes}</p>
)}
{completion?.verificationValue && (
<p className="mt-0.5 text-xs text-white/30">
Verified: {completion.verificationValue}
</p>
)}
</div>
</div>
)
})}
</div>
</div>
{/* Actions */}
<div className="flex items-center gap-3">
<button
onClick={onExport}
className="flex flex-1 items-center justify-center gap-2 rounded-lg border border-white/10 px-4 py-2.5 text-sm font-medium text-white/60 hover:bg-white/10 hover:text-white"
>
<Download className="h-4 w-4" />
Export Report
</button>
<button
onClick={onClose}
className="flex flex-1 items-center justify-center gap-2 rounded-lg bg-white px-4 py-2.5 text-sm font-medium text-black hover:bg-white/90"
>
Done
</button>
</div>
</div>
)
}

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import { useState } from 'react'
import type { IntakeFormField } from '@/types'
import { cn } from '@/lib/utils'
interface IntakeFormModalProps {
isOpen: boolean
fields: IntakeFormField[]
treeName: string
onSubmit: (variables: Record<string, string>) => void
onCancel: () => void
}
export function IntakeFormModal({ isOpen, fields, treeName, onSubmit, onCancel }: IntakeFormModalProps) {
const [values, setValues] = useState<Record<string, string>>(() => {
const initial: Record<string, string> = {}
for (const field of fields) {
initial[field.variable_name] = field.default_value || ''
}
return initial
})
const [errors, setErrors] = useState<Record<string, string>>({})
if (!isOpen) return null
const setValue = (variableName: string, value: string) => {
setValues((prev) => ({ ...prev, [variableName]: value }))
if (errors[variableName]) {
setErrors((prev) => {
const next = { ...prev }
delete next[variableName]
return next
})
}
}
const validate = (): boolean => {
const newErrors: Record<string, string> = {}
for (const field of fields) {
const val = values[field.variable_name]?.trim()
if (field.required && !val) {
newErrors[field.variable_name] = `${field.label} is required`
}
}
setErrors(newErrors)
return Object.keys(newErrors).length === 0
}
const handleSubmit = (e: React.FormEvent) => {
e.preventDefault()
if (validate()) {
// Only include non-empty values
const cleanValues: Record<string, string> = {}
for (const [key, val] of Object.entries(values)) {
if (val.trim()) cleanValues[key] = val.trim()
}
onSubmit(cleanValues)
}
}
// Group fields by group_name
const groups = new Map<string, IntakeFormField[]>()
for (const field of fields) {
const group = field.group_name || ''
if (!groups.has(group)) groups.set(group, [])
groups.get(group)!.push(field)
}
const renderField = (field: IntakeFormField) => {
const value = values[field.variable_name] || ''
const error = errors[field.variable_name]
const baseInputClass = cn(
'w-full rounded-lg border bg-black/50 px-3 py-2 text-sm text-white placeholder:text-white/30 focus:outline-none focus:ring-1',
error
? 'border-red-400/50 focus:border-red-400 focus:ring-red-400/20'
: 'border-white/10 focus:border-white/30 focus:ring-white/20'
)
let input: React.ReactNode
switch (field.field_type) {
case 'textarea':
input = (
<textarea
value={value}
onChange={(e) => setValue(field.variable_name, e.target.value)}
placeholder={field.placeholder}
rows={3}
className={baseInputClass}
/>
)
break
case 'number':
input = (
<input
type="number"
value={value}
onChange={(e) => setValue(field.variable_name, e.target.value)}
placeholder={field.placeholder}
className={baseInputClass}
/>
)
break
case 'checkbox':
input = (
<label className="flex items-center gap-2">
<input
type="checkbox"
checked={value === 'true'}
onChange={(e) => setValue(field.variable_name, e.target.checked ? 'true' : 'false')}
className="rounded border-white/20"
/>
<span className="text-sm text-white/70">{field.placeholder || field.label}</span>
</label>
)
break
case 'password':
input = (
<input
type="password"
value={value}
onChange={(e) => setValue(field.variable_name, e.target.value)}
placeholder={field.placeholder}
className={baseInputClass}
/>
)
break
case 'select':
input = (
<select
value={value}
onChange={(e) => setValue(field.variable_name, e.target.value)}
className={baseInputClass}
>
<option value="">{field.placeholder || 'Select...'}</option>
{(field.options || []).map((opt) => (
<option key={opt} value={opt}>{opt}</option>
))}
</select>
)
break
case 'multi_select':
input = (
<div className="space-y-1">
{(field.options || []).map((opt) => {
const selected = value.split(',').filter(Boolean)
const isChecked = selected.includes(opt)
return (
<label key={opt} className="flex items-center gap-2">
<input
type="checkbox"
checked={isChecked}
onChange={() => {
const next = isChecked
? selected.filter((s) => s !== opt)
: [...selected, opt]
setValue(field.variable_name, next.join(','))
}}
className="rounded border-white/20"
/>
<span className="text-sm text-white/70">{opt}</span>
</label>
)
})}
</div>
)
break
default: // text, ip_address, email
input = (
<input
type={field.field_type === 'email' ? 'email' : 'text'}
value={value}
onChange={(e) => setValue(field.variable_name, e.target.value)}
placeholder={field.placeholder}
className={baseInputClass}
/>
)
}
return (
<div key={field.variable_name}>
<label className="mb-1 flex items-center gap-1 text-sm font-medium text-white/60">
{field.label}
{field.required && <span className="text-red-400">*</span>}
</label>
{field.help_text && (
<p className="mb-1.5 text-xs text-white/30">{field.help_text}</p>
)}
{input}
{error && <p className="mt-1 text-xs text-red-400">{error}</p>}
</div>
)
}
return (
<div className="fixed inset-0 z-50 flex items-center justify-center bg-black/60 backdrop-blur-sm">
<div className="mx-4 w-full max-w-lg rounded-2xl border border-white/10 bg-[#0a0a0a] shadow-xl">
{/* Header */}
<div className="border-b border-white/[0.06] px-6 py-4">
<h2 className="text-lg font-semibold text-white">Project Information</h2>
<p className="mt-0.5 text-sm text-white/40">
Fill in the details for <span className="text-white/60">{treeName}</span>
</p>
</div>
{/* Form */}
<form onSubmit={handleSubmit}>
<div className="max-h-[60vh] space-y-4 overflow-y-auto px-6 py-4">
{Array.from(groups.entries()).map(([groupName, groupFields]) => (
<div key={groupName}>
{groupName && (
<h3 className="mb-3 border-b border-white/[0.06] pb-1 text-xs font-semibold uppercase tracking-wider text-white/40">
{groupName}
</h3>
)}
<div className="space-y-3">
{groupFields.map(renderField)}
</div>
</div>
))}
</div>
{/* Footer */}
<div className="flex items-center justify-end gap-2 border-t border-white/[0.06] px-6 py-4">
<button
type="button"
onClick={onCancel}
className="rounded-md border border-white/10 px-4 py-2 text-sm text-white/60 hover:bg-white/10 hover:text-white"
>
Cancel
</button>
<button
type="submit"
className="rounded-md bg-white px-4 py-2 text-sm font-medium text-black hover:bg-white/90"
>
Start Procedure
</button>
</div>
</form>
</div>
</div>
)
}

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interface ProgressBarProps {
currentStep: number
totalSteps: number
elapsedMinutes?: number
estimatedTotalMinutes?: number
}
export function ProgressBar({ currentStep, totalSteps, elapsedMinutes, estimatedTotalMinutes }: ProgressBarProps) {
const percentage = totalSteps > 0 ? Math.round((currentStep / totalSteps) * 100) : 0
const elapsed = Math.max(0, elapsedMinutes ?? 0)
const formatTime = (minutes: number) => {
if (minutes < 1) return '<1m'
if (minutes < 60) return `${minutes}m`
const h = Math.floor(minutes / 60)
const m = minutes % 60
return m > 0 ? `${h}h ${m}m` : `${h}h`
}
return (
<div className="space-y-1.5">
<div className="flex items-center justify-between text-xs">
<span className="text-white/60">
Step {currentStep} of {totalSteps}
</span>
<div className="flex items-center gap-3">
{elapsedMinutes !== undefined && (
<span className="text-white/50">
{formatTime(elapsed)}
{estimatedTotalMinutes ? (
<span className="text-white/25"> / est. {formatTime(estimatedTotalMinutes)}</span>
) : null}
</span>
)}
<span className="font-medium text-white/70">{percentage}%</span>
</div>
</div>
<div className="h-1.5 overflow-hidden rounded-full bg-white/10">
<div
className="h-full rounded-full bg-white transition-all duration-300"
style={{ width: `${percentage}%` }}
/>
</div>
</div>
)
}

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import { CheckCircle2, Circle, ArrowRight } from 'lucide-react'
import type { ProceduralStep } from '@/types'
import { cn } from '@/lib/utils'
interface StepChecklistProps {
steps: ProceduralStep[]
currentStepIndex: number
completedStepIds: Set<string>
onStepClick: (index: number) => void
}
export function StepChecklist({ steps, currentStepIndex, completedStepIds, onStepClick }: StepChecklistProps) {
const procedureSteps = steps.filter((s) => s.type === 'procedure_step')
let lastSection: string | undefined
return (
<nav className="space-y-0.5">
{procedureSteps.map((step, index) => {
const isCompleted = completedStepIds.has(step.id)
const isCurrent = index === currentStepIndex
const showSection = step.section_header && step.section_header !== lastSection
if (step.section_header) lastSection = step.section_header
return (
<div key={step.id}>
{showSection && (
<div className="mb-1 mt-3 border-b border-white/[0.06] pb-1 text-[10px] font-semibold uppercase tracking-wider text-white/40 first:mt-0">
{step.section_header}
</div>
)}
<button
onClick={() => onStepClick(index)}
className={cn(
'flex w-full items-center gap-2 rounded-lg px-2 py-1.5 text-left text-sm transition-colors',
isCurrent && 'bg-white/10 text-white',
!isCurrent && isCompleted && 'text-white/40',
!isCurrent && !isCompleted && 'text-white/50 hover:bg-white/[0.04]'
)}
>
{isCompleted ? (
<CheckCircle2 className="h-4 w-4 shrink-0 text-emerald-400" />
) : isCurrent ? (
<ArrowRight className="h-4 w-4 shrink-0 text-white" />
) : (
<Circle className="h-4 w-4 shrink-0 text-white/20" />
)}
<span className="flex h-5 w-5 shrink-0 items-center justify-center rounded-full bg-white/10 text-[10px] font-medium">
{index + 1}
</span>
<span className="min-w-0 flex-1 truncate">{step.title || 'Untitled step'}</span>
{step.estimated_minutes && (
<span className="shrink-0 text-[10px] text-white/30">~{step.estimated_minutes}m</span>
)}
</button>
</div>
)
})}
</nav>
)
}

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import { useState } from 'react'
import { AlertTriangle, CheckCircle2, Info, Zap, Copy, Check, ExternalLink } from 'lucide-react'
import type { ProceduralStep, StepContentType, CommandBlock } from '@/types'
import { resolveVariables } from '@/lib/variableResolver'
import { cn } from '@/lib/utils'
const contentTypeConfig: Record<StepContentType, { icon: typeof Zap; color: string; bg: string; label: string }> = {
action: { icon: Zap, color: 'text-blue-400', bg: 'bg-blue-400/10', label: 'Action' },
informational: { icon: Info, color: 'text-white/50', bg: 'bg-white/10', label: 'Info' },
verification: { icon: CheckCircle2, color: 'text-emerald-400', bg: 'bg-emerald-400/10', label: 'Verification' },
warning: { icon: AlertTriangle, color: 'text-yellow-400', bg: 'bg-yellow-400/10', label: 'Warning' },
}
interface StepDetailProps {
step: ProceduralStep
stepNumber: number
totalSteps: number
variables: Record<string, string>
notes: string
onNotesChange: (notes: string) => void
verificationValue: string
onVerificationChange: (value: string) => void
isCompleted: boolean
onMarkComplete: () => void
isLast: boolean
}
export function StepDetail({
step,
stepNumber,
totalSteps,
variables,
notes,
onNotesChange,
verificationValue,
onVerificationChange,
isCompleted,
onMarkComplete,
isLast,
}: StepDetailProps) {
const [copiedIndex, setCopiedIndex] = useState<number | null>(null)
const contentType = step.content_type || 'action'
const config = contentTypeConfig[contentType]
const Icon = config.icon
// Derive verification from either flat fields or nested object
const verificationPrompt = step.verification_prompt || step.verification?.prompt
const verificationType = step.verification_type || step.verification?.type
const resolve = (text: string | undefined) => {
if (!text) return ''
return resolveVariables(text, variables)
}
// Normalize commands to array of CommandBlock
const commandBlocks: CommandBlock[] = (() => {
if (!step.commands) return []
if (typeof step.commands === 'string') {
return [{ code: step.commands }]
}
if (Array.isArray(step.commands)) {
return step.commands
}
return []
})()
const handleCopyCommand = (code: string, index: number) => {
navigator.clipboard.writeText(resolve(code))
setCopiedIndex(index)
setTimeout(() => setCopiedIndex(null), 2000)
}
const canComplete = () => {
if (isCompleted) return false
if (verificationType === 'checkbox' && !verificationValue) return false
if (verificationType === 'text_input' && !verificationValue.trim()) return false
return true
}
return (
<div className="space-y-4">
{/* Step header */}
<div className="flex items-start gap-3">
<span className="flex h-8 w-8 shrink-0 items-center justify-center rounded-full bg-white/10 text-sm font-semibold text-white">
{stepNumber}
</span>
<div className="min-w-0 flex-1">
<h2 className="text-lg font-semibold text-white">{step.title}</h2>
<div className="mt-1 flex items-center gap-2">
<span className={cn('inline-flex items-center gap-1 rounded-full px-2 py-0.5 text-xs', config.bg, config.color)}>
<Icon className="h-3 w-3" />
{config.label}
</span>
<span className="text-xs text-white/30">
Step {stepNumber} of {totalSteps}
</span>
{step.estimated_minutes && (
<span className="text-xs text-white/30">~{step.estimated_minutes} min</span>
)}
</div>
</div>
</div>
{/* Warning banner */}
{step.warning_text && (
<div className="flex items-start gap-2 rounded-lg border border-yellow-400/20 bg-yellow-400/5 px-3 py-2.5">
<AlertTriangle className="mt-0.5 h-4 w-4 shrink-0 text-yellow-400" />
<p className="text-sm text-yellow-200">{resolve(step.warning_text)}</p>
</div>
)}
{/* Description */}
{step.description && (
<div className="prose prose-invert prose-sm max-w-none text-white/70">
<p className="whitespace-pre-wrap">{resolve(step.description)}</p>
</div>
)}
{/* Commands block(s) */}
{commandBlocks.length > 0 && (
<div className="space-y-3">
{commandBlocks.map((cmd, i) => (
<div key={i} className="rounded-lg border border-white/[0.06] bg-black/50">
<div className="flex items-center justify-between border-b border-white/[0.06] px-3 py-1.5">
<span className="text-xs font-medium text-white/40">
{cmd.label || (cmd.language ? cmd.language : 'Command')}
</span>
<button
onClick={() => handleCopyCommand(cmd.code, i)}
className="flex items-center gap-1 rounded px-2 py-0.5 text-xs text-white/40 hover:bg-white/10 hover:text-white"
>
{copiedIndex === i ? <Check className="h-3 w-3 text-emerald-400" /> : <Copy className="h-3 w-3" />}
{copiedIndex === i ? 'Copied' : 'Copy'}
</button>
</div>
<pre className="overflow-x-auto p-3 font-mono text-sm text-emerald-300">
{resolve(cmd.code)}
</pre>
</div>
))}
</div>
)}
{/* Expected outcome */}
{step.expected_outcome && (
<div className="rounded-lg border border-white/[0.06] bg-white/[0.02] p-3">
<h4 className="mb-1 text-xs font-medium text-white/50">Expected Outcome</h4>
<p className="text-sm text-white/70">{resolve(step.expected_outcome)}</p>
</div>
)}
{/* Verification */}
{verificationPrompt && (
<div className="rounded-lg border border-white/[0.06] bg-white/[0.02] p-3">
<h4 className="mb-2 text-xs font-medium text-white/50">Verification</h4>
{verificationType === 'checkbox' ? (
<label className="flex items-center gap-2 text-sm text-white/70">
<input
type="checkbox"
checked={!!verificationValue}
onChange={(e) => onVerificationChange(e.target.checked ? 'confirmed' : '')}
disabled={isCompleted}
className="rounded border-white/20"
/>
{resolve(verificationPrompt)}
</label>
) : (
<div>
<p className="mb-2 text-sm text-white/70">{resolve(verificationPrompt)}</p>
<input
type="text"
value={verificationValue}
onChange={(e) => onVerificationChange(e.target.value)}
disabled={isCompleted}
placeholder="Enter observed value..."
className="w-full rounded border border-white/10 bg-black/50 px-3 py-1.5 text-sm text-white placeholder:text-white/30 focus:border-white/30 focus:outline-none focus:ring-1 focus:ring-white/20 disabled:opacity-50"
/>
</div>
)}
</div>
)}
{/* Notes */}
{step.notes_enabled !== false && (
<div>
<label className="mb-1 block text-xs font-medium text-white/50">Notes</label>
<textarea
value={notes}
onChange={(e) => onNotesChange(e.target.value)}
placeholder="Add notes for this step..."
rows={2}
className="w-full rounded-lg border border-white/10 bg-black/50 px-3 py-2 text-sm text-white placeholder:text-white/30 focus:border-white/30 focus:outline-none focus:ring-1 focus:ring-white/20"
/>
</div>
)}
{/* Reference link */}
{step.reference_url && (
<a
href={resolve(step.reference_url)}
target="_blank"
rel="noopener noreferrer"
className="inline-flex items-center gap-1.5 text-sm text-white/40 hover:text-white"
>
<ExternalLink className="h-3.5 w-3.5" />
Reference Documentation
</a>
)}
{/* Complete button */}
<div className="pt-2">
<button
onClick={onMarkComplete}
disabled={!canComplete()}
className={cn(
'flex w-full items-center justify-center gap-2 rounded-lg px-4 py-2.5 text-sm font-medium transition-colors',
isCompleted
? 'bg-emerald-400/10 text-emerald-400'
: 'bg-white text-black hover:bg-white/90 disabled:opacity-40 disabled:hover:bg-white'
)}
>
{isCompleted ? (
<>
<CheckCircle2 className="h-4 w-4" />
Completed
</>
) : isLast ? (
'Complete Procedure'
) : (
'Mark Complete & Next'
)}
</button>
</div>
</div>
)
}