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 { GripVertical, Trash2, ChevronDown, ChevronUp } from 'lucide-react'
import { useState } from 'react'
import type { IntakeFormField, IntakeFieldType } from '@/types'
const FIELD_TYPE_OPTIONS: { value: IntakeFieldType; label: string }[] = [
{ value: 'text', label: 'Text' },
{ value: 'textarea', label: 'Text Area' },
{ value: 'number', label: 'Number' },
{ value: 'ip_address', label: 'IP Address' },
{ value: 'email', label: 'Email' },
{ value: 'select', label: 'Select (Dropdown)' },
{ value: 'multi_select', label: 'Multi-Select' },
{ value: 'checkbox', label: 'Checkbox' },
{ value: 'password', label: 'Password' },
]
interface IntakeFieldEditorProps {
field: IntakeFormField
onUpdate: (updates: Partial<IntakeFormField>) => void
onRemove: () => void
}
export function IntakeFieldEditor({ field, onUpdate, onRemove }: IntakeFieldEditorProps) {
const [expanded, setExpanded] = useState(false)
const needsOptions = field.field_type === 'select' || field.field_type === 'multi_select'
return (
<div className="glass-card rounded-xl p-3">
{/* Header row */}
<div className="flex items-center gap-2">
<GripVertical className="h-4 w-4 shrink-0 cursor-grab text-white/30" />
<input
type="text"
value={field.label}
onChange={(e) => onUpdate({ label: e.target.value })}
placeholder="Field label"
className="min-w-0 flex-1 rounded border border-white/10 bg-black/50 px-2 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"
/>
<select
value={field.field_type}
onChange={(e) => onUpdate({ field_type: e.target.value as IntakeFieldType })}
className="rounded border border-white/10 bg-black/50 px-2 py-1.5 text-sm text-white focus:border-white/30 focus:outline-none focus:ring-1 focus:ring-white/20"
>
{FIELD_TYPE_OPTIONS.map((opt) => (
<option key={opt.value} value={opt.value}>{opt.label}</option>
))}
</select>
<label className="flex items-center gap-1 text-xs text-white/50">
<input
type="checkbox"
checked={field.required}
onChange={(e) => onUpdate({ required: e.target.checked })}
className="rounded border-white/20"
/>
Req
</label>
<button
onClick={() => setExpanded(!expanded)}
className="rounded p-1 text-white/40 hover:bg-white/10 hover:text-white"
>
{expanded ? <ChevronUp className="h-3.5 w-3.5" /> : <ChevronDown className="h-3.5 w-3.5" />}
</button>
<button
onClick={onRemove}
className="rounded p-1 text-white/40 hover:bg-red-500/20 hover:text-red-400"
>
<Trash2 className="h-3.5 w-3.5" />
</button>
</div>
{/* Expanded details */}
{expanded && (
<div className="mt-3 grid grid-cols-2 gap-3 border-t border-white/[0.06] pt-3">
<div>
<label className="mb-1 block text-xs text-white/50">Variable Name</label>
<input
type="text"
value={field.variable_name}
onChange={(e) => onUpdate({ variable_name: e.target.value.toLowerCase().replace(/[^a-z0-9_]/g, '') })}
placeholder="e.g. server_name"
className="w-full rounded border border-white/10 bg-black/50 px-2 py-1.5 text-sm font-mono text-white placeholder:text-white/30 focus:border-white/30 focus:outline-none focus:ring-1 focus:ring-white/20"
/>
<p className="mt-0.5 text-[10px] text-white/30">Used as [VAR:{field.variable_name}]</p>
</div>
<div>
<label className="mb-1 block text-xs text-white/50">Placeholder</label>
<input
type="text"
value={field.placeholder || ''}
onChange={(e) => onUpdate({ placeholder: e.target.value || undefined })}
placeholder="Hint text"
className="w-full rounded border border-white/10 bg-black/50 px-2 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"
/>
</div>
<div className="col-span-2">
<label className="mb-1 block text-xs text-white/50">Help Text</label>
<input
type="text"
value={field.help_text || ''}
onChange={(e) => onUpdate({ help_text: e.target.value || undefined })}
placeholder="Description or instructions"
className="w-full rounded border border-white/10 bg-black/50 px-2 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"
/>
</div>
<div>
<label className="mb-1 block text-xs text-white/50">Default Value</label>
<input
type="text"
value={field.default_value || ''}
onChange={(e) => onUpdate({ default_value: e.target.value || undefined })}
placeholder="Pre-filled value"
className="w-full rounded border border-white/10 bg-black/50 px-2 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"
/>
</div>
<div>
<label className="mb-1 block text-xs text-white/50">Group Name</label>
<input
type="text"
value={field.group_name || ''}
onChange={(e) => onUpdate({ group_name: e.target.value || undefined })}
placeholder="e.g. Network Settings"
className="w-full rounded border border-white/10 bg-black/50 px-2 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"
/>
</div>
{needsOptions && (
<div className="col-span-2">
<label className="mb-1 block text-xs text-white/50">Options (one per line)</label>
<textarea
value={(field.options || []).join('\n')}
onChange={(e) => {
const options = e.target.value.split('\n').filter((o) => o.trim())
onUpdate({ options: options.length > 0 ? options : undefined })
}}
placeholder="Option 1&#10;Option 2&#10;Option 3"
rows={3}
className="w-full rounded border border-white/10 bg-black/50 px-2 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"
/>
</div>
)}
</div>
)}
</div>
)
}

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import { Plus, FileText } from 'lucide-react'
import { IntakeFieldEditor } from './IntakeFieldEditor'
import { useProceduralEditorStore } from '@/store/proceduralEditorStore'
export function IntakeFormBuilder() {
const { intakeForm, addField, removeField, updateField } = useProceduralEditorStore()
return (
<div className="glass-card rounded-2xl p-4 sm:p-6">
<div className="mb-4 flex items-center justify-between">
<div className="flex items-center gap-2">
<FileText className="h-5 w-5 text-white/50" />
<h2 className="text-lg font-semibold text-white">Intake Form</h2>
<span className="text-sm text-white/40">
({intakeForm.length} field{intakeForm.length !== 1 ? 's' : ''})
</span>
</div>
<button
onClick={addField}
className="flex items-center gap-1.5 rounded-md border border-white/10 px-3 py-1.5 text-sm text-white/60 hover:bg-white/10 hover:text-white"
>
<Plus className="h-3.5 w-3.5" />
Add Field
</button>
</div>
{intakeForm.length === 0 ? (
<div className="rounded-lg border border-dashed border-white/10 bg-white/[0.02] py-8 text-center">
<FileText className="mx-auto mb-2 h-8 w-8 text-white/20" />
<p className="text-sm text-white/40">No intake form fields yet</p>
<p className="mt-1 text-xs text-white/30">
Add fields to collect project data before the procedure starts
</p>
</div>
) : (
<div className="space-y-2">
{intakeForm.map((field, index) => (
<IntakeFieldEditor
key={field.variable_name + '-' + index}
field={field}
onUpdate={(updates) => updateField(field.variable_name, updates)}
onRemove={() => removeField(field.variable_name)}
/>
))}
</div>
)}
</div>
)
}

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import { ChevronUp, AlertTriangle, Clock, ExternalLink, CheckSquare, Terminal, Type } from 'lucide-react'
import type { ProceduralStep, StepContentType, IntakeFormField } from '@/types'
import { cn } from '@/lib/utils'
const CONTENT_TYPE_OPTIONS: { value: StepContentType; label: string; color: string }[] = [
{ value: 'action', label: 'Action', color: 'text-blue-400' },
{ value: 'informational', label: 'Info', color: 'text-white/60' },
{ value: 'verification', label: 'Verify', color: 'text-emerald-400' },
{ value: 'warning', label: 'Warning', color: 'text-yellow-400' },
]
interface StepEditorProps {
step: ProceduralStep
stepNumber: number
onUpdate: (updates: Partial<ProceduralStep>) => void
onCollapse: () => void
availableVariables: IntakeFormField[]
}
export function StepEditor({ step, stepNumber, onUpdate, onCollapse, availableVariables }: StepEditorProps) {
return (
<div className="glass-card rounded-xl border border-white/10 p-4">
{/* Header */}
<div className="mb-4 flex items-center justify-between">
<div className="flex items-center gap-2">
<span className="flex h-6 w-6 items-center justify-center rounded-full bg-white/10 text-xs font-medium text-white">
{stepNumber}
</span>
<span className="text-sm font-medium text-white">Edit Step</span>
</div>
<button
onClick={onCollapse}
className="rounded p-1 text-white/40 hover:bg-white/10 hover:text-white"
>
<ChevronUp className="h-4 w-4" />
</button>
</div>
<div className="space-y-4">
{/* Title */}
<div>
<label className="mb-1 block text-xs font-medium text-white/50">Title</label>
<input
type="text"
value={step.title}
onChange={(e) => onUpdate({ title: e.target.value })}
className="w-full rounded 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>
{/* Content type + Section header row */}
<div className="grid grid-cols-2 gap-3">
<div>
<label className="mb-1 block text-xs font-medium text-white/50">Content Type</label>
<div className="flex gap-1">
{CONTENT_TYPE_OPTIONS.map((opt) => (
<button
key={opt.value}
onClick={() => onUpdate({ content_type: opt.value })}
className={cn(
'rounded px-2 py-1 text-xs font-medium transition-colors',
step.content_type === opt.value
? 'bg-white/15 ' + opt.color
: 'text-white/40 hover:bg-white/10 hover:text-white/60'
)}
>
{opt.label}
</button>
))}
</div>
</div>
<div>
<label className="mb-1 flex items-center gap-1 text-xs font-medium text-white/50">
<Clock className="h-3 w-3" />
Est. Minutes
</label>
<input
type="number"
value={step.estimated_minutes || ''}
onChange={(e) => onUpdate({ estimated_minutes: e.target.value ? parseInt(e.target.value) : undefined })}
placeholder="—"
min={1}
className="w-full rounded 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>
</div>
{/* Section Header */}
<div>
<label className="mb-1 flex items-center gap-1 text-xs font-medium text-white/50">
<Type className="h-3 w-3" />
Section Header (optional)
</label>
<input
type="text"
value={step.section_header || ''}
onChange={(e) => onUpdate({ section_header: e.target.value || undefined })}
placeholder="e.g. Phase 2: AD Configuration"
className="w-full rounded 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>
{/* Description */}
<div>
<label className="mb-1 block text-xs font-medium text-white/50">Description / Instructions</label>
<textarea
value={step.description || ''}
onChange={(e) => onUpdate({ description: e.target.value })}
placeholder="Step instructions. Use [VAR:name] for variables."
rows={4}
className="w-full rounded 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"
/>
{availableVariables.length > 0 && (
<div className="mt-1 flex flex-wrap gap-1">
<span className="text-[10px] text-white/30">Variables:</span>
{availableVariables.map((v) => (
<button
key={v.variable_name}
onClick={() => onUpdate({ description: (step.description || '') + `[VAR:${v.variable_name}]` })}
className="rounded bg-white/5 px-1.5 py-0.5 font-mono text-[10px] text-white/50 hover:bg-white/10 hover:text-white/70"
>
{v.variable_name}
</button>
))}
</div>
)}
</div>
{/* Warning text */}
{(step.content_type === 'warning' || step.warning_text) && (
<div>
<label className="mb-1 flex items-center gap-1 text-xs font-medium text-yellow-400/70">
<AlertTriangle className="h-3 w-3" />
Warning Text
</label>
<textarea
value={step.warning_text || ''}
onChange={(e) => onUpdate({ warning_text: e.target.value || undefined })}
placeholder="Caution: This will restart the service..."
rows={2}
className="w-full rounded border border-yellow-400/20 bg-yellow-400/5 px-3 py-2 text-sm text-white placeholder:text-white/30 focus:border-yellow-400/30 focus:outline-none focus:ring-1 focus:ring-yellow-400/20"
/>
</div>
)}
{/* Commands */}
<div>
<label className="mb-1 flex items-center gap-1 text-xs font-medium text-white/50">
<Terminal className="h-3 w-3" />
Commands (optional)
</label>
<textarea
value={typeof step.commands === 'string' ? step.commands : (Array.isArray(step.commands) ? step.commands.map(c => c.code).join('\n\n') : '')}
onChange={(e) => onUpdate({ commands: e.target.value || undefined })}
placeholder="Install-WindowsFeature AD-Domain-Services -IncludeManagementTools"
rows={3}
className="w-full rounded border border-white/10 bg-black/50 px-3 py-2 font-mono text-sm text-white placeholder:text-white/30 focus:border-white/30 focus:outline-none focus:ring-1 focus:ring-white/20"
/>
</div>
{/* Expected Outcome */}
<div>
<label className="mb-1 block text-xs font-medium text-white/50">Expected Outcome (optional)</label>
<input
type="text"
value={step.expected_outcome || ''}
onChange={(e) => onUpdate({ expected_outcome: e.target.value || undefined })}
placeholder="Server should respond with..."
className="w-full rounded 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>
{/* Verification */}
<div className="grid grid-cols-2 gap-3">
<div>
<label className="mb-1 flex items-center gap-1 text-xs font-medium text-white/50">
<CheckSquare className="h-3 w-3" />
Verification Prompt (optional)
</label>
<input
type="text"
value={step.verification_prompt || ''}
onChange={(e) => onUpdate({ verification_prompt: e.target.value || undefined })}
placeholder="Confirm the role was installed"
className="w-full rounded 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>
<div>
<label className="mb-1 block text-xs font-medium text-white/50">Verification Type</label>
<select
value={step.verification_type || ''}
onChange={(e) => onUpdate({ verification_type: e.target.value as 'checkbox' | 'text_input' || undefined })}
className="w-full rounded border border-white/10 bg-black/50 px-3 py-2 text-sm text-white focus:border-white/30 focus:outline-none focus:ring-1 focus:ring-white/20"
>
<option value="">None</option>
<option value="checkbox">Checkbox (confirm done)</option>
<option value="text_input">Text input (enter value)</option>
</select>
</div>
</div>
{/* Reference URL + Notes toggle */}
<div className="grid grid-cols-2 gap-3">
<div>
<label className="mb-1 flex items-center gap-1 text-xs font-medium text-white/50">
<ExternalLink className="h-3 w-3" />
Reference URL (optional)
</label>
<input
type="url"
value={step.reference_url || ''}
onChange={(e) => onUpdate({ reference_url: e.target.value || undefined })}
placeholder="https://learn.microsoft.com/..."
className="w-full rounded 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>
<div className="flex items-end pb-1">
<label className="flex items-center gap-2 text-sm text-white/60">
<input
type="checkbox"
checked={step.notes_enabled !== false}
onChange={(e) => onUpdate({ notes_enabled: e.target.checked })}
className="rounded border-white/20"
/>
Allow tech notes
</label>
</div>
</div>
</div>
</div>
)
}

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import { Plus, GripVertical, Trash2, ChevronDown, CheckCircle2, AlertTriangle, Info, Zap, Shield } from 'lucide-react'
import type { StepContentType } from '@/types'
import { StepEditor } from './StepEditor'
import { useProceduralEditorStore } from '@/store/proceduralEditorStore'
import { cn } from '@/lib/utils'
const contentTypeConfig: Record<StepContentType, { icon: typeof Zap; color: string; label: string }> = {
action: { icon: Zap, color: 'text-blue-400', label: 'Action' },
informational: { icon: Info, color: 'text-white/50', label: 'Info' },
verification: { icon: CheckCircle2, color: 'text-emerald-400', label: 'Verify' },
warning: { icon: AlertTriangle, color: 'text-yellow-400', label: 'Warning' },
}
export function StepList() {
const {
steps,
intakeForm,
expandedStepId,
setExpandedStepId,
addStep,
removeStep,
updateStep,
} = useProceduralEditorStore()
const procedureSteps = steps.filter((s) => s.type === 'procedure_step')
return (
<div className="glass-card rounded-2xl p-4 sm:p-6">
<div className="mb-4 flex items-center justify-between">
<div className="flex items-center gap-2">
<Shield className="h-5 w-5 text-white/50" />
<h2 className="text-lg font-semibold text-white">Steps</h2>
<span className="text-sm text-white/40">
({procedureSteps.length} step{procedureSteps.length !== 1 ? 's' : ''})
</span>
</div>
<button
onClick={() => addStep()}
className="flex items-center gap-1.5 rounded-md border border-white/10 px-3 py-1.5 text-sm text-white/60 hover:bg-white/10 hover:text-white"
>
<Plus className="h-3.5 w-3.5" />
Add Step
</button>
</div>
<div className="space-y-2">
{steps.map((step, index) => {
if (step.type === 'procedure_end') {
// Render end step as a simple footer
return (
<div
key={step.id}
className="flex items-center gap-2 rounded-lg border border-dashed border-white/10 bg-white/[0.02] px-3 py-2"
>
<CheckCircle2 className="h-4 w-4 text-emerald-400/50" />
<input
type="text"
value={step.title}
onChange={(e) => updateStep(step.id, { title: e.target.value })}
className="flex-1 bg-transparent text-sm text-white/50 focus:outline-none"
placeholder="Procedure Complete"
/>
<span className="text-[10px] text-white/30">END</span>
</div>
)
}
const isExpanded = expandedStepId === step.id
const contentType = step.content_type || 'action'
const config = contentTypeConfig[contentType]
const Icon = config.icon
const stepNumber = index + 1
if (isExpanded) {
return (
<div key={step.id}>
{step.section_header && (
<div className="mb-2 mt-4 border-b border-white/[0.06] pb-1 text-xs font-semibold uppercase tracking-wider text-white/40">
{step.section_header}
</div>
)}
<StepEditor
step={step}
stepNumber={stepNumber}
onUpdate={(updates) => updateStep(step.id, updates)}
onCollapse={() => setExpandedStepId(null)}
availableVariables={intakeForm}
/>
</div>
)
}
return (
<div key={step.id}>
{step.section_header && (
<div className="mb-2 mt-4 border-b border-white/[0.06] pb-1 text-xs font-semibold uppercase tracking-wider text-white/40">
{step.section_header}
</div>
)}
<div
className={cn(
'group flex items-center gap-2 rounded-xl border border-white/[0.06] px-3 py-2.5 transition-colors',
'hover:border-white/10 hover:bg-white/[0.03]'
)}
>
<GripVertical className="h-4 w-4 shrink-0 cursor-grab text-white/20 group-hover:text-white/40" />
<span className="flex h-6 w-6 shrink-0 items-center justify-center rounded-full bg-white/10 text-xs font-medium text-white/70">
{stepNumber}
</span>
<span className={cn('shrink-0', config.color)}>
<Icon className="h-3.5 w-3.5" />
</span>
<span
className="min-w-0 flex-1 cursor-pointer truncate text-sm text-white"
onClick={() => setExpandedStepId(step.id)}
>
{step.title || 'Untitled step'}
</span>
{step.estimated_minutes && (
<span className="shrink-0 text-[10px] text-white/30">
~{step.estimated_minutes}m
</span>
)}
<button
onClick={() => setExpandedStepId(step.id)}
className="shrink-0 rounded p-1 text-white/30 hover:bg-white/10 hover:text-white"
>
<ChevronDown className="h-3.5 w-3.5" />
</button>
<button
onClick={() => removeStep(step.id)}
className="shrink-0 rounded p-1 text-white/30 opacity-0 hover:bg-red-500/20 hover:text-red-400 group-hover:opacity-100"
>
<Trash2 className="h-3.5 w-3.5" />
</button>
</div>
</div>
)
})}
</div>
{/* Add step button at bottom */}
<button
onClick={() => addStep()}
className="mt-3 flex w-full items-center justify-center gap-1.5 rounded-lg border border-dashed border-white/10 py-2 text-sm text-white/40 transition-colors hover:border-white/20 hover:text-white/60"
>
<Plus className="h-3.5 w-3.5" />
Add Step
</button>
</div>
)
}