feat: add account management, email verification, AI fixes, and user guides

- Profile settings, account transfer, delete/leave account flows
- Email verification with JWT tokens and Resend integration
- AI assistant/copilot fixes: markdown rendering, shared RAG helpers,
  token tracking, input refocus, model_validate usage
- User guides hub + detail pages with 13 topic guides
- Sidebar and top bar navigation for guides

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
Michael Chihlas
2026-03-04 19:18:06 -05:00
parent 1aa60dada2
commit 8d6accaf60
45 changed files with 2255 additions and 126 deletions

View File

@@ -12,7 +12,7 @@ from sqlalchemy.ext.asyncio import AsyncSession
from app.core.ai_provider import get_ai_provider
from app.models.assistant_chat import AssistantChat
from app.services import rag_service
from app.services.rag_service import search as rag_search, build_rag_context, extract_suggested_flows
logger = logging.getLogger(__name__)
@@ -33,36 +33,6 @@ When answering:
"""
def _build_rag_context(rag_results: list[dict[str, Any]]) -> str:
"""Format RAG results into a system prompt section."""
if not rag_results:
return ""
parts = ["\n--- RELEVANT FLOWS FROM TEAM LIBRARY ---"]
for r in rag_results[:5]:
parts.append(f"- [{r['tree_type']}] {r['tree_name']}: {r['chunk_text'][:200]}")
return "\n".join(parts)
def _extract_suggested_flows(rag_results: list[dict[str, Any]]) -> list[dict[str, Any]]:
"""Extract unique suggested flows from RAG results."""
seen: set[str] = set()
suggestions = []
for r in rag_results:
tid = r["tree_id"]
if tid in seen or r["similarity"] < 0.3:
continue
seen.add(tid)
suggestions.append({
"tree_id": tid,
"tree_name": r["tree_name"],
"tree_type": r["tree_type"],
"relevance_snippet": r["chunk_text"][:150],
})
return suggestions[:3]
def _auto_title(message: str) -> str:
"""Generate a short title from the first user message."""
title = message.strip()[:100]
@@ -113,7 +83,7 @@ async def send_message(
chat.title = _auto_title(message)
# RAG search
rag_results = await rag_service.search(
rag_results = await rag_search(
query=message,
account_id=account_id,
db=db,
@@ -121,7 +91,7 @@ async def send_message(
)
# Build system prompt
system_prompt = ASSISTANT_SYSTEM_PROMPT + _build_rag_context(rag_results)
system_prompt = ASSISTANT_SYSTEM_PROMPT + build_rag_context(rag_results)
# Build messages for AI
ai_messages = []
@@ -147,6 +117,6 @@ async def send_message(
chat.total_input_tokens += input_tokens
chat.total_output_tokens += output_tokens
suggested_flows = _extract_suggested_flows(rag_results)
suggested_flows = extract_suggested_flows(rag_results)
return ai_content, suggested_flows, chat

View File

@@ -15,7 +15,7 @@ from sqlalchemy.orm import selectinload
from app.core.ai_provider import get_ai_provider
from app.models.tree import Tree
from app.models.copilot_conversation import CopilotConversation
from app.services import rag_service
from app.services.rag_service import search as rag_search, build_rag_context, extract_suggested_flows
logger = logging.getLogger(__name__)
@@ -83,45 +83,6 @@ def _find_node(structure: dict, node_id: str) -> Optional[dict]:
return None
def _build_rag_context(rag_results: list[dict[str, Any]]) -> str:
"""Format RAG results into a system prompt section."""
if not rag_results:
return ""
parts = ["\n--- RELEVANT FLOWS FROM TEAM LIBRARY ---"]
for r in rag_results[:5]: # Cap at 5 for prompt size
parts.append(f"- [{r['tree_type']}] {r['tree_name']}: {r['chunk_text'][:200]}")
return "\n".join(parts)
def _extract_suggested_flows(
rag_results: list[dict[str, Any]],
exclude_tree_id: Optional[UUID] = None,
) -> list[dict[str, Any]]:
"""Extract unique suggested flows from RAG results."""
seen_tree_ids: set[str] = set()
suggestions = []
for r in rag_results:
tid = r["tree_id"]
if exclude_tree_id and tid == str(exclude_tree_id):
continue
if tid in seen_tree_ids:
continue
if r["similarity"] < 0.3:
continue
seen_tree_ids.add(tid)
suggestions.append({
"tree_id": tid,
"tree_name": r["tree_name"],
"tree_type": r["tree_type"],
"relevance_snippet": r["chunk_text"][:150],
})
return suggestions[:3]
async def start_conversation(
user_id: UUID,
account_id: UUID,
@@ -168,10 +129,10 @@ async def send_message(
message: str,
current_node_id: Optional[str],
db: AsyncSession,
) -> tuple[str, list[dict[str, Any]]]:
) -> tuple[str, list[dict[str, Any]], CopilotConversation]:
"""Send a user message and get AI response.
Returns (ai_content, suggested_flows).
Returns (ai_content, suggested_flows, conversation).
"""
result = await db.execute(
select(CopilotConversation).where(
@@ -199,7 +160,7 @@ async def send_message(
conversation.current_node_id = current_node_id
# RAG search
rag_results = await rag_service.search(
rag_results = await rag_search(
query=message,
account_id=conversation.account_id,
db=db,
@@ -209,7 +170,7 @@ async def send_message(
# Build system prompt
system_prompt = COPILOT_SYSTEM_PROMPT
system_prompt += _build_flow_context(tree, conversation.current_node_id)
system_prompt += _build_rag_context(rag_results)
system_prompt += build_rag_context(rag_results)
# Build messages for AI
ai_messages = []
@@ -236,6 +197,6 @@ async def send_message(
conversation.total_output_tokens += output_tokens
# Extract suggested flows
suggested_flows = _extract_suggested_flows(rag_results, exclude_tree_id=tree.id)
suggested_flows = extract_suggested_flows(rag_results, exclude_tree_id=tree.id)
return ai_content, suggested_flows
return ai_content, suggested_flows, conversation

View File

@@ -168,3 +168,42 @@ async def search(
}
for row in rows
]
def build_rag_context(rag_results: list[dict[str, Any]]) -> str:
"""Format RAG results into a system prompt section."""
if not rag_results:
return ""
parts = ["\n--- RELEVANT FLOWS FROM TEAM LIBRARY ---"]
for r in rag_results[:5]: # Cap at 5 for prompt size
parts.append(f"- [{r['tree_type']}] {r['tree_name']}: {r['chunk_text'][:200]}")
return "\n".join(parts)
def extract_suggested_flows(
rag_results: list[dict[str, Any]],
exclude_tree_id: Optional[UUID] = None,
) -> list[dict[str, Any]]:
"""Extract unique suggested flows from RAG results."""
seen_tree_ids: set[str] = set()
suggestions = []
for r in rag_results:
tid = r["tree_id"]
if exclude_tree_id and tid == str(exclude_tree_id):
continue
if tid in seen_tree_ids:
continue
if r["similarity"] < 0.3:
continue
seen_tree_ids.add(tid)
suggestions.append({
"tree_id": tid,
"tree_name": r["tree_name"],
"tree_type": r["tree_type"],
"relevance_snippet": r["chunk_text"][:150],
})
return suggestions[:3]