feat: KB Accelerator — convert KB articles into interactive flows

Full-stack implementation of the KB Accelerator feature that converts
static MSP knowledge base articles into interactive troubleshooting
and procedural flows using AI.

Backend:
- Migrations 054/055: kb_imports, kb_import_nodes tables + plan_limits KB columns
- SQLAlchemy models with relationships and self-referential node hierarchy
- Text extraction service (txt, paste, docx with structural metadata)
- AI conversion service with MSP-specialist prompts for both flow types
- 8 API endpoints: upload, get, list, convert, edit node, commit, delete, quota
- Tier-gated access via plan_limits (free: 3 lifetime, pro/team: unlimited)
- 8 integration tests covering upload, get/list, quota, commit, delete

Frontend:
- TypeScript types and API client for all KB Accelerator endpoints
- Multi-step wizard page: upload → processing → review → success
- Upload screen with paste/file tabs, drag-drop, target type selector
- Two-panel review screen with source highlighting and node cards
- Per-node actions: approve, edit, regenerate, insert, delete
- Confidence color indicators (green/amber/red)
- Sidebar navigation with Sparkles icon
- Code-split lazy-loaded route at /kb-accelerator

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
Michael Chihlas
2026-03-10 20:56:28 -04:00
parent c65aa4f0b7
commit 71ff4a8c35
27 changed files with 4426 additions and 2 deletions

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@@ -17,6 +17,7 @@ from app.models.assistant_chat import AssistantChat
from app.models.survey_response import SurveyResponse
from app.models.survey_invite import SurveyInvite
from app.models.ai_suggestion import AISuggestion # noqa: F401
from app.models.kb_import import KBImport, KBImportNode # noqa: F401
from app.core.config import settings
# this is the Alembic Config object

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@@ -0,0 +1,79 @@
"""add kb_imports and kb_import_nodes tables
Revision ID: 054
Revises: 053
"""
from alembic import op
import sqlalchemy as sa
from sqlalchemy.dialects.postgresql import UUID, JSONB
revision = "054"
down_revision = "053"
branch_labels = None
depends_on = None
def upgrade():
op.create_table(
"kb_imports",
sa.Column("id", UUID(as_uuid=True), primary_key=True, server_default=sa.text("gen_random_uuid()")),
sa.Column("account_id", UUID(as_uuid=True), sa.ForeignKey("accounts.id", ondelete="CASCADE"), nullable=False, index=True),
sa.Column("created_by", UUID(as_uuid=True), sa.ForeignKey("users.id", ondelete="CASCADE"), nullable=False, index=True),
sa.Column("source_filename", sa.String(500), nullable=True),
sa.Column("source_format", sa.String(20), nullable=False),
sa.Column("source_text", sa.Text, nullable=False),
sa.Column("source_metadata", JSONB, nullable=True),
sa.Column("target_type", sa.String(20), nullable=False),
sa.Column("status", sa.String(20), nullable=False, server_default="processing"),
sa.Column("confidence_avg", sa.Float, nullable=True),
sa.Column("error_message", sa.Text, nullable=True),
sa.Column("processing_time_ms", sa.Integer, nullable=True),
sa.Column("ai_tokens_input", sa.Integer, nullable=True),
sa.Column("ai_tokens_output", sa.Integer, nullable=True),
sa.Column("tree_id", UUID(as_uuid=True), sa.ForeignKey("trees.id", ondelete="SET NULL"), nullable=True),
sa.Column("batch_id", UUID(as_uuid=True), nullable=True, index=True),
sa.Column("created_at", sa.DateTime(timezone=True), nullable=False, server_default=sa.text("now()")),
sa.Column("updated_at", sa.DateTime(timezone=True), nullable=False, server_default=sa.text("now()")),
sa.CheckConstraint(
"source_format IN ('txt', 'paste', 'docx', 'pdf', 'html', 'md')",
name="ck_kb_imports_source_format",
),
sa.CheckConstraint(
"target_type IN ('troubleshooting', 'procedural')",
name="ck_kb_imports_target_type",
),
sa.CheckConstraint(
"status IN ('processing', 'ready', 'committed', 'failed')",
name="ck_kb_imports_status",
),
)
op.create_index("ix_kb_imports_status", "kb_imports", ["status"])
op.create_index("ix_kb_imports_created_at_desc", "kb_imports", [sa.text("created_at DESC")])
op.create_table(
"kb_import_nodes",
sa.Column("id", UUID(as_uuid=True), primary_key=True, server_default=sa.text("gen_random_uuid()")),
sa.Column("kb_import_id", UUID(as_uuid=True), sa.ForeignKey("kb_imports.id", ondelete="CASCADE"), nullable=False, index=True),
sa.Column("node_order", sa.Integer, nullable=False),
sa.Column("node_type", sa.String(20), nullable=False),
sa.Column("content", JSONB, nullable=False),
sa.Column("parent_node_id", UUID(as_uuid=True), sa.ForeignKey("kb_import_nodes.id", ondelete="SET NULL"), nullable=True),
sa.Column("source_excerpt", sa.Text, nullable=True),
sa.Column("confidence_score", sa.Float, nullable=False),
sa.Column("user_edited", sa.Boolean, nullable=False, server_default=sa.text("false")),
sa.Column("user_approved", sa.Boolean, nullable=False, server_default=sa.text("false")),
sa.Column("created_at", sa.DateTime(timezone=True), nullable=False, server_default=sa.text("now()")),
sa.Column("updated_at", sa.DateTime(timezone=True), nullable=False, server_default=sa.text("now()")),
sa.CheckConstraint(
"node_type IN ('question', 'resolution', 'step', 'section_header', 'warning', 'action')",
name="ck_kb_import_nodes_node_type",
),
)
op.create_index("ix_kb_import_nodes_confidence", "kb_import_nodes", ["confidence_score"])
def downgrade():
op.drop_table("kb_import_nodes")
op.drop_table("kb_imports")

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@@ -0,0 +1,76 @@
"""add KB Accelerator columns to plan_limits
Revision ID: 055
Revises: 054
"""
from alembic import op
import sqlalchemy as sa
from sqlalchemy.dialects.postgresql import JSONB
revision = "055"
down_revision = "054"
branch_labels = None
depends_on = None
def upgrade():
# Add KB Accelerator columns to plan_limits
op.add_column("plan_limits", sa.Column("kb_accelerator_enabled", sa.Boolean, nullable=False, server_default=sa.text("false")))
op.add_column("plan_limits", sa.Column("kb_max_lifetime_conversions", sa.Integer, nullable=True))
op.add_column("plan_limits", sa.Column("kb_batch_max_size", sa.Integer, nullable=True))
op.add_column("plan_limits", sa.Column("kb_allowed_formats", JSONB, nullable=False, server_default=sa.text("'[\"txt\",\"paste\"]'::jsonb")))
op.add_column("plan_limits", sa.Column("kb_detailed_analysis", sa.Boolean, nullable=False, server_default=sa.text("false")))
op.add_column("plan_limits", sa.Column("kb_conversational_refinement", sa.Boolean, nullable=False, server_default=sa.text("false")))
op.add_column("plan_limits", sa.Column("kb_step_library_matching", sa.Boolean, nullable=False, server_default=sa.text("false")))
op.add_column("plan_limits", sa.Column("kb_history_limit", sa.Integer, nullable=True))
# Seed defaults for each plan tier
op.execute("""
UPDATE plan_limits SET
kb_accelerator_enabled = true,
kb_max_lifetime_conversions = 3,
kb_batch_max_size = NULL,
kb_allowed_formats = '["txt","paste"]'::jsonb,
kb_detailed_analysis = false,
kb_conversational_refinement = false,
kb_step_library_matching = false,
kb_history_limit = 3
WHERE plan = 'free'
""")
op.execute("""
UPDATE plan_limits SET
kb_accelerator_enabled = true,
kb_max_lifetime_conversions = NULL,
kb_batch_max_size = 5,
kb_allowed_formats = '["txt","paste","docx","pdf","html","md"]'::jsonb,
kb_detailed_analysis = true,
kb_conversational_refinement = true,
kb_step_library_matching = true,
kb_history_limit = NULL
WHERE plan = 'pro'
""")
op.execute("""
UPDATE plan_limits SET
kb_accelerator_enabled = true,
kb_max_lifetime_conversions = NULL,
kb_batch_max_size = 10,
kb_allowed_formats = '["txt","paste","docx","pdf","html","md"]'::jsonb,
kb_detailed_analysis = true,
kb_conversational_refinement = true,
kb_step_library_matching = true,
kb_history_limit = NULL
WHERE plan = 'team'
""")
def downgrade():
op.drop_column("plan_limits", "kb_history_limit")
op.drop_column("plan_limits", "kb_step_library_matching")
op.drop_column("plan_limits", "kb_conversational_refinement")
op.drop_column("plan_limits", "kb_detailed_analysis")
op.drop_column("plan_limits", "kb_allowed_formats")
op.drop_column("plan_limits", "kb_batch_max_size")
op.drop_column("plan_limits", "kb_max_lifetime_conversions")
op.drop_column("plan_limits", "kb_accelerator_enabled")