feat: post-PR-159 UI cleanup — sidebar IA + account redesign (#160)
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This commit was merged in pull request #160.
This commit is contained in:
2026-05-06 23:14:16 +00:00
7 changed files with 544 additions and 677 deletions

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@@ -12,6 +12,7 @@
## Recently shipped (post-0.1.0.0)
- **2026-05-01 — PR #158** Session-screen UX impeccable pass + tasklane keyboard flow. Heuristic score 24/40 → 33/40 across five sub-passes (distill, quieter, layout, typeset, polish). Removed duplicate "Suggested checks" chip strip → TaskLane is the single source of truth; added inline `Next steps · N pending` cue on the latest action-bearing AI bubble; consolidated session header to Resolve + Escalate + ⋯ kebab; centered messages column to match composer; dropped all banned decorations (side stripes, gradient surfaces, backdrop blur, accent borderTop) for a single decoration channel per surface; unified 14 text sizes into a 5-step scale. TaskLane keyboard flow: Enter submits + auto-advances, Shift+Enter newline, Esc cancel, focus jumps to Send after the last task. Banner ↔ script-panel are now linked (collapse hides both, any outcome closes both). WhatWeKnow section is collapsible with `sessionStorage` memory + auto-collapse-at-5-facts. Side fix: ParameterizationPreview no longer over-highlights short parameter values (word-boundary check). Two backlog entries logged in `.ai/TODO.md`: ConcludeSessionModal multi-select and `bg-card-hover` Tailwind drift in CommandPalette.
- **2026-05-01 — PR #156** Suggested-fix "Awaiting verification" outcome. Engineers can now park a fix in `applied_pending` (waiting on client power-cycle, AD replication, license sync, etc.) instead of forcing a synchronous worked/didn't/partial verdict. PendingBanner with worked / didn't / update reason / dismiss; nudge "Still checking" records pending with a reason; page-level Resolve auto-patches pending → success before the resolution flow opens; page-level Escalate intercepts pending. Migration `c0f3a4b7e91d` (`pending_reason` column + status CHECK constraint).
- **2026-04-30 — PR #155** Escalation Mode wedge. Magic-moment handoff-context screen for senior pickup, live SSE escalation arrivals, post-claim time-to-first-action metric (`GET /analytics/flowpilot/escalations`), atomic role-gated claim with conflict resolution, queue self-exclusion, chat ownership extended to claimed sessions. The wedge for the first paying-customer push.

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@@ -30,7 +30,7 @@ test.describe('authenticated navigation smoke tests', () => {
await page.goto('/account')
await expect(
page.getByRole('heading', { name: 'Account Management' }),
page.getByRole('heading', { name: 'Settings' }),
).toBeVisible()
})
})

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@@ -2,10 +2,10 @@ import { useCallback, useEffect, useRef, useState, type PointerEvent as ReactPoi
import { Link, useLocation } from 'react-router-dom'
import type { LucideIcon } from 'lucide-react'
import {
LayoutGrid, Clock, AlertTriangle, GitBranch, Code2, Wand2,
ListChecks, Download, BarChart3,
LayoutGrid, Clock, AlertTriangle, GitBranch,
ListChecks, BarChart3,
Settings, Pin, PinOff,
History, FileText, Network, Ticket,
FileText, Ticket, BookOpen,
} from 'lucide-react'
import { cn } from '@/lib/utils'
import { useUserPreferencesStore } from '@/store/userPreferencesStore'
@@ -31,11 +31,6 @@ interface NavEntry {
children?: NavSubItem[]
}
interface NavSection {
title: string
items: NavEntry[]
}
/* ── Sidebar component ──────────────────────────────── */
export function Sidebar() {
@@ -78,36 +73,40 @@ export function Sidebar() {
/* ── Navigation data ──────────────────────────────── */
/* ── Grouped nav: 5 top-level icons (Sentry-style) ── */
/* Single source-of-truth IA. Same items, same order, in both rail
* and pinned modes. Pin/unpin is a width/label affordance, not an
* IA switch. A hairline divider separates the two groups; no labels. */
const railGroups: NavEntry[] = [
const workItems: NavEntry[] = [
{
href: '/', icon: LayoutGrid, label: 'Home', shortLabel: 'Home',
href: '/', icon: LayoutGrid, label: 'Dashboard', shortLabel: 'Dash',
matchPaths: ['/'],
},
{
href: '/sessions', icon: History, label: 'History', shortLabel: 'History',
badge: stats?.active_count || undefined,
matchPaths: ['/sessions', '/escalations', '/pilot'],
children: [
{ href: '/sessions', label: 'Session History', count: stats?.active_count || undefined },
{ href: '/escalations', label: 'Escalations', count: stats?.escalation_count || undefined },
],
},
{
href: '/tickets', icon: Ticket, label: 'Tickets', shortLabel: 'Tickets',
matchPaths: ['/tickets'],
},
{
href: '/sessions', icon: Clock, label: 'Sessions', shortLabel: 'Sessions',
badge: stats?.active_count || undefined,
matchPaths: ['/sessions'],
},
{
href: '/escalations', icon: AlertTriangle, label: 'Escalations', shortLabel: 'Escal',
badge: stats?.escalation_count || undefined,
matchPaths: ['/escalations'],
},
]
const libraryItems: NavEntry[] = [
{
href: '/trees', icon: GitBranch, label: 'Flows', shortLabel: 'Flows',
badge: stats?.tree_counts.total || undefined,
matchPaths: ['/trees', '/flows', '/my-trees', '/step-library', '/review-queue', '/network-diagrams'],
matchPaths: ['/trees', '/flows', '/my-trees', '/step-library', '/network-diagrams'],
children: [
{ href: '/trees', label: 'Flow Library', count: stats?.tree_counts.total || undefined },
{ href: '/trees?type=procedural', label: 'Projects', count: stats?.tree_counts.procedural || undefined },
{ href: '/network-diagrams', label: 'Network Maps' },
{ href: '/step-library', label: 'Solutions Library' },
{ href: '/review-queue', label: 'Review Queue' },
{ href: '/network-diagrams', label: 'Network Maps' },
],
},
{
@@ -115,60 +114,25 @@ export function Sidebar() {
badge: pendingDraftCount || undefined,
matchPaths: ['/scripts', '/script-builder'],
children: [
{ href: '/scripts', label: 'Script Library', count: pendingDraftCount || undefined },
{ href: '/script-builder', label: 'Script Builder' },
],
},
{
href: '/analytics', icon: BarChart3, label: 'Insights', shortLabel: 'Data',
href: '/review-queue', icon: ListChecks, label: 'Review Queue', shortLabel: 'Review',
matchPaths: ['/review-queue'],
},
{
href: '/analytics', icon: BarChart3, label: 'Analytics', shortLabel: 'Stats',
matchPaths: ['/analytics', '/shares'],
children: [
{ href: '/analytics', label: 'Analytics' },
{ href: '/shares', label: 'Exports' },
],
},
]
/* Pinned mode still uses the detailed section layout */
const sections: NavSection[] = [
{
title: 'RESOLVE',
items: [
{ href: '/', icon: LayoutGrid, label: 'Dashboard', shortLabel: 'Dash' },
{ href: '/sessions', icon: Clock, label: 'Session History', shortLabel: 'History', badge: stats?.active_count || undefined, matchPaths: ['/sessions'] },
{ href: '/tickets', icon: Ticket, label: 'Tickets', shortLabel: 'Tickets', matchPaths: ['/tickets'] },
{ href: '/escalations', icon: AlertTriangle, label: 'Escalations', shortLabel: 'Escal', badge: stats?.escalation_count || undefined },
],
},
{
title: 'KNOWLEDGE',
items: [
{
href: '/trees', icon: GitBranch, label: 'Flow Library', shortLabel: 'Flows',
badge: stats?.tree_counts.total || undefined,
matchPaths: ['/trees', '/flows', '/my-trees'],
children: [
{ href: '/trees', label: 'Flow Library' },
{ href: '/trees?type=procedural', label: 'Projects', count: stats?.tree_counts.procedural || undefined },
],
},
{ href: '/network-diagrams', icon: Network, label: 'Network Maps', shortLabel: 'NetMap', matchPaths: ['/network-diagrams'] },
{ href: '/scripts', icon: Code2, label: 'Scripts', shortLabel: 'Scripts' },
{ href: '/script-builder', icon: Wand2, label: 'Script Builder', shortLabel: 'Builder' },
{ href: '/review-queue', icon: ListChecks, label: 'Review Queue', shortLabel: 'Review' },
],
},
{
title: 'INSIGHTS',
items: [
{ href: '/analytics', icon: BarChart3, label: 'Analytics', shortLabel: 'Stats' },
{ href: '/shares', icon: Download, label: 'Exports', shortLabel: 'Export' },
],
},
]
const footerItems: NavEntry[] = [
{ href: '/account', icon: Settings, label: 'Account', shortLabel: 'Acct' },
{ href: '/guides', icon: BookOpen, label: 'Guides', shortLabel: 'Guides', matchPaths: ['/guides'] },
{ href: '/account', icon: Settings, label: 'Account', shortLabel: 'Acct', matchPaths: ['/account'] },
]
/* ── Active detection ─────────────────────────────── */
@@ -369,9 +333,9 @@ export function Sidebar() {
/* ── Find active flyout group for drawer ── */
const allRailItems = [...workItems, ...libraryItems, ...footerItems]
const activeFlyoutGroup = flyoutIndex && !sidebarPinned
? railGroups.find((_, i) => `rail-${i}` === flyoutIndex) ||
footerItems.find((_, i) => `footer-${i}` === flyoutIndex)
? allRailItems.find(item => item.href === flyoutIndex) || null
: null
/* ── Main render ──────────────────────────────────── */
@@ -386,23 +350,20 @@ export function Sidebar() {
>
{/* Pinned sidebar content */}
<div className="px-3 py-2 space-y-0.5">
{sections.map((section, si) => (
<div key={section.title}>
{si > 0 && (
<div className="font-mono text-[0.5625rem] uppercase tracking-[0.12em] text-text-muted px-3 pt-3 pb-1">
{section.title}
</div>
)}
{section.items.map((item, ii) => renderPinnedItem(item, `${si}-${ii}`))}
</div>
))}
{workItems.map(item => renderPinnedItem(item, item.href))}
<div
className="my-3 border-t"
style={{ borderColor: 'var(--color-border-default)' }}
aria-hidden="true"
/>
{libraryItems.map(item => renderPinnedItem(item, item.href))}
</div>
<div className="flex-1" />
{/* Footer */}
<div className="px-3 pt-2 pb-4 space-y-0.5" style={{ borderTop: '1px solid var(--color-border-default)' }}>
{footerItems.map((item, i) => renderPinnedItem(item, `footer-${i}`))}
{footerItems.map(item => renderPinnedItem(item, item.href))}
<button
type="button"
onClick={toggleSidebarPinned}
@@ -417,7 +378,7 @@ export function Sidebar() {
)
}
/* Icon Rail (default) — 5 grouped icons, Sentry-style */
/* Icon rail (default, unpinned) — same items as pinned mode, narrower. */
return (
<div
className="flex h-full"
@@ -432,14 +393,20 @@ export function Sidebar() {
>
{/* Nav items */}
<div className="flex flex-col items-center w-full px-1 space-y-1.5">
{railGroups.map((item, i) => renderRailItem(item, `rail-${i}`))}
{workItems.map(item => renderRailItem(item, item.href))}
<div
className="w-8 my-1 border-t self-center"
style={{ borderColor: 'var(--color-border-default)' }}
aria-hidden="true"
/>
{libraryItems.map(item => renderRailItem(item, item.href))}
</div>
<div className="flex-1" />
{/* Footer: Account + Pin */}
{/* Footer: Guides, Account + Pin */}
<div className="flex flex-col items-center w-full px-1 pb-5 pt-3 space-y-1.5" style={{ borderTop: '1px solid var(--color-border-default)' }}>
{footerItems.map((item, i) => renderRailItem(item, `footer-${i}`))}
{footerItems.map(item => renderRailItem(item, item.href))}
<button
type="button"
onClick={toggleSidebarPinned}
@@ -471,7 +438,7 @@ export function Sidebar() {
>
{/* Drawer header */}
<div className="px-3 mb-3">
<h3 className="text-[0.6875rem] font-mono uppercase tracking-[0.12em] text-[#fbbf24]">
<h3 className="text-[0.6875rem] font-mono uppercase tracking-[0.12em] text-text-muted">
{activeFlyoutGroup.label}
</h3>
</div>

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@@ -2,9 +2,7 @@ import { useEffect, useMemo, useState } from 'react'
import { Link } from 'react-router-dom'
import {
AlertCircle,
AlertTriangle,
ArrowRight,
Building2,
Check,
Clock,
Copy,
@@ -14,13 +12,11 @@ import {
Mail,
MessageSquareText,
Palette,
Pencil,
Plug,
RefreshCw,
Server,
Settings,
ShieldCheck,
UserCog,
Users,
X,
} from 'lucide-react'
import { PageMeta } from '@/components/common/PageMeta'
@@ -36,46 +32,20 @@ import { cn } from '@/lib/utils'
import { usePermissions } from '@/hooks/usePermissions'
import { useSubscription } from '@/hooks/useSubscription'
import { useAuthStore } from '@/store/authStore'
import { useUserPreferencesStore } from '@/store/userPreferencesStore'
import { CheckoutButton } from '@/components/subscription/CheckoutButton'
import { toast } from '@/lib/toast'
interface SettingsLinkCardProps {
to: string
icon: React.ReactNode
title: string
description: string
badge?: string
}
/* ── Building blocks ─────────────────────────────────────────────────────── */
function SettingsLinkCard({ to, icon, title, description, badge }: SettingsLinkCardProps) {
function SectionLabel({ children }: { children: React.ReactNode }) {
return (
<Link
to={to}
className="group rounded-2xl border border-border bg-card p-5 transition-colors hover:border-border-hover"
>
<div className="flex items-start justify-between gap-3">
<div className="flex items-start gap-3">
<div className="rounded-xl bg-elevated p-2 text-muted-foreground">{icon}</div>
<div>
<div className="flex items-center gap-2">
<h3 className="text-base font-semibold text-foreground">{title}</h3>
{badge && (
<span className="rounded-full bg-muted px-2 py-0.5 text-[11px] font-medium text-muted-foreground">
{badge}
</span>
)}
</div>
<p className="mt-1 text-sm text-muted-foreground">{description}</p>
</div>
</div>
<ArrowRight className="h-4 w-4 text-muted-foreground transition-transform group-hover:translate-x-0.5 group-hover:text-foreground" />
</div>
</Link>
<h2 className="text-[0.6875rem] font-mono uppercase tracking-[0.12em] text-text-muted">
{children}
</h2>
)
}
function UsageStat({
function UsageRow({
label,
current,
max,
@@ -86,35 +56,68 @@ function UsageStat({
}) {
const isUnlimited = max === null
const percentage = isUnlimited ? 0 : Math.min((current / max) * 100, 100)
const isNearLimit = !isUnlimited && percentage >= 80
const isAtLimit = !isUnlimited && current >= max
const isNearLimit = !isUnlimited && percentage >= 80
const numeralColor = isAtLimit
? 'text-danger'
: isNearLimit
? 'text-warning'
: 'text-foreground'
const barColor = isAtLimit ? 'bg-danger' : isNearLimit ? 'bg-warning' : 'bg-primary'
return (
<div className="rounded-xl border border-border bg-card/50 p-4">
<p className="text-xs font-medium uppercase tracking-[0.12em] text-muted-foreground">{label}</p>
<p
<div className="grid grid-cols-[8rem_1fr_auto] items-center gap-4 py-1.5">
<span className="text-sm text-muted-foreground">{label}</span>
<div className="h-1 overflow-hidden rounded-full bg-muted">
{!isUnlimited && (
<div className={cn('h-full rounded-full', barColor)} style={{ width: `${percentage}%` }} />
)}
</div>
<span className="text-sm tabular-nums">
<span className={numeralColor}>{current}</span>
<span className="text-muted-foreground"> / {isUnlimited ? '∞' : max}</span>
</span>
</div>
)
}
interface SettingsRowProps {
to: string
icon: React.ReactNode
title: string
description: string
status?: { label: string; tone: 'positive' | 'neutral' | 'warning' }
}
function SettingsRow({ to, icon, title, description, status }: SettingsRowProps) {
return (
<Link
to={to}
className={cn(
'mt-2 text-xl font-semibold',
isAtLimit ? 'text-danger' : isNearLimit ? 'text-warning' : 'text-foreground'
'group flex items-center gap-3 py-2.5 -mx-2 px-2 rounded-md',
'transition-colors hover:bg-card-hover'
)}
>
{current}
<span className="ml-1 text-sm font-normal text-muted-foreground">
/ {isUnlimited ? 'Unlimited' : max}
</span>
</p>
{!isUnlimited && (
<div className="mt-3 h-2 overflow-hidden rounded-full bg-muted">
<div
<span className="text-muted-foreground shrink-0">{icon}</span>
<div className="min-w-0 flex-1">
<div className="text-sm font-medium text-foreground">{title}</div>
<div className="text-xs text-muted-foreground truncate">{description}</div>
</div>
{status && (
<span
className={cn(
'h-full rounded-full transition-all',
isAtLimit ? 'bg-danger' : isNearLimit ? 'bg-warning' : 'bg-primary'
'rounded-full px-2 py-0.5 text-[11px] font-medium shrink-0',
status.tone === 'positive' && 'bg-success-dim text-success',
status.tone === 'neutral' && 'bg-muted text-muted-foreground',
status.tone === 'warning' && 'bg-warning-dim text-warning'
)}
style={{ width: `${percentage}%` }}
/>
</div>
>
{status.label}
</span>
)}
</div>
<ArrowRight className="h-4 w-4 text-muted-foreground/50 transition-all group-hover:translate-x-0.5 group-hover:text-foreground" />
</Link>
)
}
@@ -123,10 +126,15 @@ function formatShortDate(value: string | null | undefined) {
return new Date(value).toLocaleDateString()
}
function planLabel(plan: string) {
return plan.charAt(0).toUpperCase() + plan.slice(1)
}
/* ── Page ────────────────────────────────────────────────────────────────── */
export function AccountSettingsPage() {
const { isAccountOwner } = usePermissions()
const { plan, limits, usage } = useSubscription()
const { defaultExportFormat, setDefaultExportFormat } = useUserPreferencesStore()
const subscription = useAuthStore((s) => s.subscription)
const user = useAuthStore((s) => s.user)
const refreshUser = useAuthStore((s) => s.fetchUser)
@@ -180,8 +188,11 @@ export function AccountSettingsPage() {
}
const pendingInvites = useMemo(() => invites.filter((invite) => !invite.used_at), [invites])
const ownerMember = useMemo(() => members.find((member) => member.account_role === 'owner') ?? null, [members])
const ownerMember = useMemo(
() => members.find((member) => member.account_role === 'owner') ?? null,
[members]
)
const memberCount = members.length || (isAccountOwner ? 1 : undefined)
const handleCopyDisplayCode = async () => {
if (!account?.display_code) return
@@ -276,40 +287,27 @@ export function AccountSettingsPage() {
}
const sub = subscription?.subscription
const ownerName = ownerMember?.name ?? (user?.account_role === 'owner' ? user.name : null)
const inputClass = cn(
'rounded-md border border-border bg-card px-3 py-2 text-sm text-foreground',
'placeholder:text-muted-foreground',
'focus:border-primary/40 focus:outline-hidden focus:ring-1 focus:ring-primary/20'
)
return (
<>
<PageMeta title="Account Settings" />
<div className="space-y-8">
<div>
<h1 className="text-2xl font-bold font-heading text-foreground">Account Management</h1>
<p className="mt-1 text-muted-foreground">
Manage your account identity, billing, access, and workspace settings.
</p>
</div>
<div className="grid gap-6 xl:grid-cols-[1.25fr_0.95fr]">
<section className="space-y-6">
<div className="rounded-2xl border border-border bg-card p-5 sm:p-6">
<div className="flex items-center gap-2">
<Building2 className="h-5 w-5 text-muted-foreground" />
<h2 className="text-lg font-semibold text-foreground">Account Identity</h2>
</div>
<div className="mt-5 space-y-5">
<div>
<label className="block text-sm font-medium text-foreground">Account Name</label>
<div className="mx-auto max-w-3xl space-y-10">
{/* ── Header ─────────────────────────────────────────────────────── */}
<header className="space-y-3">
<div className="flex items-baseline gap-3">
{isEditingName ? (
<div className="mt-2 flex items-center gap-2">
<div className="flex items-center gap-2">
<input
type="text"
value={editedName}
onChange={(e) => setEditedName(e.target.value)}
className={cn(
'flex-1 rounded-md border border-border bg-card px-3 py-2',
'text-foreground placeholder:text-muted-foreground',
'focus:border-primary focus:outline-hidden focus:ring-1 focus:ring-primary/20'
)}
className={cn(inputClass, 'text-2xl font-bold font-heading py-1')}
autoFocus
onKeyDown={(e) => {
if (e.key === 'Enter') handleSaveName()
@@ -334,228 +332,152 @@ export function AccountSettingsPage() {
</Button>
</div>
) : (
<div className="mt-2 flex items-center gap-2">
<span className="text-sm text-foreground">{account?.name}</span>
<>
<h1 className="text-2xl font-bold font-heading text-foreground">{account?.name}</h1>
{isAccountOwner && (
<button
onClick={() => setIsEditingName(true)}
className="rounded px-1.5 py-0.5 text-xs text-muted-foreground transition-colors hover:bg-muted hover:text-foreground"
className="text-muted-foreground transition-colors hover:text-foreground"
aria-label="Rename account"
>
Edit
<Pencil className="h-4 w-4" />
</button>
)}
</div>
</>
)}
</div>
<div className="grid gap-4 sm:grid-cols-2">
<div>
<label className="block text-sm font-medium text-foreground">Display Code</label>
<div className="mt-2 flex items-center gap-2">
<code className="rounded-md border border-border bg-card/50 px-3 py-2 font-mono text-sm text-foreground">
{account?.display_code}
</code>
<Button variant="secondary" size="icon-sm" onClick={handleCopyDisplayCode} title="Copy display code">
{copiedCode ? <Check className="h-4 w-4" /> : <Copy className="h-4 w-4" />}
</Button>
</div>
<p className="mt-2 text-xs text-muted-foreground">
Share this code with teammates so they can join your account during registration.
</p>
</div>
<div>
<label className="block text-sm font-medium text-foreground">Account Owner</label>
<div className="mt-2 text-sm text-foreground">
{ownerMember ? ownerMember.name : user?.account_role === 'owner' ? user.email : 'Owner unavailable'}
</div>
<p className="mt-2 text-xs text-muted-foreground">
{ownerMember?.email ?? 'The owner manages billing, branding, integrations, and membership changes.'}
</p>
</div>
</div>
<div className="grid gap-4 sm:grid-cols-2">
<div>
<label className="block text-sm font-medium text-foreground">Created</label>
<p className="mt-2 text-sm text-muted-foreground">{formatShortDate(account?.created_at)}</p>
</div>
<div>
<label className="block text-sm font-medium text-foreground">Last updated</label>
<p className="mt-2 text-sm text-muted-foreground">{formatShortDate(account?.updated_at)}</p>
</div>
</div>
</div>
</div>
<div className="rounded-2xl border border-border bg-card p-5 sm:p-6">
<div className="flex items-center justify-between gap-3">
<div>
<div className="flex items-center gap-2">
<Crown className="h-5 w-5 text-muted-foreground" />
<h2 className="text-lg font-semibold text-foreground">Billing & Usage</h2>
</div>
<p className="mt-1 text-sm text-muted-foreground">
Monitor plan status, renewal timing, and current account limits.
</p>
</div>
</div>
<div className="mt-5 flex flex-wrap items-center gap-3">
<span
className={cn(
'inline-flex items-center gap-1.5 rounded-full px-3 py-1 text-sm font-medium',
plan === 'free' && 'bg-muted text-muted-foreground',
plan === 'pro' && 'bg-accent-dim text-accent-text',
plan === 'team' && 'bg-accent-dim text-accent-text'
)}
>
<div className="flex flex-wrap items-center gap-x-3 gap-y-1 text-sm text-muted-foreground">
<span className="inline-flex items-center gap-1.5">
<Crown className="h-3.5 w-3.5" />
{plan.charAt(0).toUpperCase() + plan.slice(1)} Plan
{planLabel(plan)} plan
</span>
{sub && (
<>
<span aria-hidden>·</span>
<span
className={cn(
'inline-flex rounded-full px-2.5 py-0.5 text-xs font-medium',
sub.status === 'active' && 'bg-success-dim text-success',
sub.status === 'trialing' && 'bg-info-dim text-info',
sub.status === 'past_due' && 'bg-warning-dim text-warning',
sub.status === 'canceled' && 'bg-danger-dim text-danger',
sub.status === 'orphaned' && 'bg-muted text-muted-foreground'
sub.status === 'active' && 'text-success',
sub.status === 'trialing' && 'text-info',
sub.status === 'past_due' && 'text-warning',
sub.status === 'canceled' && 'text-danger'
)}
>
{sub.status.charAt(0).toUpperCase() + sub.status.slice(1).replace('_', ' ')}
</span>
</>
)}
{ownerName && (
<>
<span aria-hidden>·</span>
<span>Owned by {ownerName}</span>
</>
)}
{memberCount !== undefined && (
<>
<span aria-hidden>·</span>
<span>
{memberCount} {memberCount === 1 ? 'member' : 'members'}
</span>
</>
)}
<>
<span aria-hidden>·</span>
<span>Created {formatShortDate(account?.created_at)}</span>
</>
</div>
</header>
{/* ── Plan & Usage ───────────────────────────────────────────────── */}
<section className="space-y-4 border-t border-border pt-8">
<div className="flex items-baseline justify-between">
<SectionLabel>Plan & usage</SectionLabel>
<span className="text-xs text-muted-foreground">
{sub?.current_period_end
? `Renews ${new Date(sub.current_period_end).toLocaleDateString()}`
: 'No renewal scheduled'}
</span>
</div>
<div className="mt-4 grid gap-4 sm:grid-cols-2">
<div className="rounded-xl border border-border bg-card/50 p-4">
<p className="text-xs font-medium uppercase tracking-[0.12em] text-muted-foreground">Renewal date</p>
<p className="mt-2 text-sm text-foreground">
{sub?.current_period_end ? new Date(sub.current_period_end).toLocaleDateString() : 'Not scheduled'}
</p>
</div>
<div className="rounded-xl border border-border bg-card/50 p-4">
<p className="text-xs font-medium uppercase tracking-[0.12em] text-muted-foreground">Branding access</p>
<p className="mt-2 text-sm text-foreground">
{limits?.custom_branding ? 'Included in your plan' : 'Upgrade required'}
</p>
</div>
</div>
{limits && usage && (
<div className="mt-5 grid gap-3 sm:grid-cols-3">
<UsageStat label="Flows" current={usage.tree_count} max={limits.max_trees} />
<UsageStat label="Sessions / month" current={usage.session_count_this_month} max={limits.max_sessions_per_month} />
<UsageStat label="Seats" current={usage.user_count} max={limits.max_users} />
{limits && usage ? (
<div className="space-y-1">
<UsageRow label="Flows" current={usage.tree_count} max={limits.max_trees} />
<UsageRow
label="Sessions / month"
current={usage.session_count_this_month}
max={limits.max_sessions_per_month}
/>
{(() => {
const seatCount = usage.user_count ?? (isAccountOwner ? members.length : null)
return seatCount !== null ? (
<UsageRow label="Seats" current={seatCount} max={limits.max_users} />
) : null
})()}
</div>
) : (
<p className="text-sm text-muted-foreground">Plan limits unavailable.</p>
)}
{plan === 'free' && (
<div className="mt-5 flex flex-wrap gap-3">
<CheckoutButton plan="pro" />
{plan !== 'team' && (
<div className="flex flex-wrap justify-end gap-2 pt-2">
{plan === 'free' && <CheckoutButton plan="pro" />}
<CheckoutButton plan="team" />
</div>
)}
{plan === 'pro' && (
<div className="mt-5">
<CheckoutButton plan="team" />
</div>
)}
</div>
<div className="rounded-2xl border border-border bg-card p-5 sm:p-6">
<div className="flex items-center gap-2">
<ShieldCheck className="h-5 w-5 text-muted-foreground" />
<h2 className="text-lg font-semibold text-foreground">Access & Security</h2>
</div>
<div className="mt-5 grid gap-4 md:grid-cols-2">
<div className="rounded-xl border border-border bg-card/50 p-4">
<p className="text-xs font-medium uppercase tracking-[0.12em] text-muted-foreground">Authentication</p>
<p className="mt-2 text-sm text-foreground">
{plan === 'team' ? 'Password auth available, SSO can be enabled.' : 'Password-based authentication is active.'}
</p>
<p className="mt-2 text-xs text-muted-foreground">
Use profile settings to update your personal details and sign-in information.
</p>
</div>
<div className="rounded-xl border border-border bg-card/50 p-4">
<p className="text-xs font-medium uppercase tracking-[0.12em] text-muted-foreground">Single Sign-On</p>
<p className="mt-2 text-sm text-foreground">
{plan === 'team' ? 'Enterprise-ready setup available.' : 'Available on higher-tier account setups.'}
</p>
<p className="mt-2 text-xs text-muted-foreground">
Contact support to configure SAML or OIDC for your organization.
</p>
</div>
</div>
{isAccountOwner && (
<div className="mt-5 rounded-xl border border-border bg-card/50 p-4">
<div className="flex flex-col gap-3 sm:flex-row sm:items-center sm:justify-between">
<div>
<p className="text-sm font-medium text-foreground">Need enterprise security controls?</p>
<p className="text-sm text-muted-foreground">
We can help enable SSO and align account security for larger teams.
</p>
</div>
<a
href="mailto:support@resolutionflow.com?subject=SSO%20Setup%20Request"
className={cn(
'inline-flex items-center gap-2 rounded-lg px-4 py-2 text-sm font-medium',
'bg-muted border border-border text-foreground transition-colors hover:border-border-hover'
)}
>
Contact Us
</a>
</div>
</div>
)}
</div>
</section>
<aside className="space-y-6">
{!isAccountOwner && (
<div className="rounded-2xl border border-border bg-card/50 p-5">
<p className="text-sm text-muted-foreground">
Membership, invites, branding, and integrations are managed by the account owner. Contact your admin to make changes.
</p>
</div>
)}
{/* ── People ─────────────────────────────────────────────────────── */}
{isAccountOwner ? (
<section className="space-y-5 border-t border-border pt-8">
<SectionLabel>People</SectionLabel>
{isAccountOwner && (
<div className="rounded-2xl border border-border bg-card p-5 sm:p-6">
<div className="flex items-center gap-2">
<Users className="h-5 w-5 text-muted-foreground" />
<h2 className="text-lg font-semibold text-foreground">Membership</h2>
</div>
<form onSubmit={handleInvite} className="flex flex-wrap items-center gap-2">
<input
type="email"
placeholder="teammate@company.com"
value={inviteEmail}
onChange={(e) => setInviteEmail(e.target.value)}
required
className={cn(inputClass, 'flex-1 min-w-[14rem]')}
/>
<select
value={inviteRole}
onChange={(e) => setInviteRole(e.target.value)}
aria-label="Invite role"
className={inputClass}
>
<option value="engineer">Engineer</option>
<option value="viewer">Viewer</option>
</select>
<Button type="submit" disabled={!inviteEmail.trim()} loading={isInviting}>
{isInviting ? 'Sending…' : 'Invite'}
</Button>
</form>
{members.length === 0 ? (
<p className="mt-4 text-sm text-muted-foreground">No team members yet. Use the invite form below to add your first teammate.</p>
) : (
<div className="mt-4 space-y-3">
{(members.length > 0 || pendingInvites.length > 0) && (
<ul className="divide-y divide-border">
{members.map((member) => (
<div key={member.id} className="rounded-xl border border-border bg-card/50 p-4">
<div className="flex items-start justify-between gap-3">
<div>
<p className="text-sm font-medium text-foreground">{member.name}</p>
<p className="text-xs text-muted-foreground">{member.email}</p>
<p className="mt-2 text-xs text-muted-foreground">
Last login: {formatShortDate(member.last_login)}
</p>
</div>
<li key={`member-${member.id}`} className="flex items-center gap-3 py-3">
<div className="min-w-0 flex-1">
<div className="flex items-center gap-2">
<span className="text-sm font-medium text-foreground truncate">
{member.name}
</span>
{!member.is_active && (
<span className="rounded-full bg-danger-dim px-2 py-0.5 text-xs text-danger">
<span className="rounded-full bg-danger-dim px-1.5 py-0.5 text-[10px] font-medium uppercase tracking-wide text-danger">
Inactive
</span>
)}
</div>
<div className="text-xs text-muted-foreground truncate">
{member.email}
{member.last_login && (
<span> · Last seen {formatShortDate(member.last_login)}</span>
)}
</div>
</div>
{member.account_role === 'owner' ? (
<span className="rounded-full bg-accent-dim px-2.5 py-0.5 text-xs font-medium text-accent-text">
owner
Owner
</span>
) : (
<select
@@ -563,10 +485,15 @@ export function AccountSettingsPage() {
aria-label={`Role for ${member.name}`}
onChange={async (e) => {
try {
const updated = await accountsApi.updateMemberRole(member.id, e.target.value)
const updated = await accountsApi.updateMemberRole(
member.id,
e.target.value
)
setMembers((current) =>
current.map((entry) =>
entry.id === member.id ? { ...entry, account_role: updated.account_role } : entry
entry.id === member.id
? { ...entry, account_role: updated.account_role }
: entry
)
)
toast.success(`Role updated to ${updated.account_role}`)
@@ -576,92 +503,51 @@ export function AccountSettingsPage() {
}}
className={cn(
'rounded-md border border-border bg-card px-2 py-0.5 text-xs',
'text-foreground focus:border-primary focus:outline-hidden'
'text-foreground focus:border-primary/40 focus:outline-hidden'
)}
>
<option value="engineer">engineer</option>
<option value="viewer">viewer</option>
<option value="engineer">Engineer</option>
<option value="viewer">Viewer</option>
</select>
)}
{member.account_role !== 'owner' && (
<ConfirmButton
onConfirm={() => handleRemoveMember(member.id)}
confirmLabel="Remove?"
className="p-1 text-muted-foreground hover:text-danger"
className="rounded p-1 text-muted-foreground hover:text-danger"
confirmClassName="rounded px-1.5 py-0.5 text-xs font-medium text-danger bg-danger-dim"
aria-label={`Remove ${member.name}`}
>
<X className="h-4 w-4" />
</ConfirmButton>
)}
</div>
</div>
</div>
</li>
))}
</div>
)}
</div>
)}
{isAccountOwner && (
<div className="rounded-2xl border border-border bg-card p-5 sm:p-6">
<div className="flex items-center gap-2">
<Mail className="h-5 w-5 text-muted-foreground" />
<h2 className="text-lg font-semibold text-foreground">Invites</h2>
</div>
<form onSubmit={handleInvite} className="mt-4 space-y-3">
<input
type="email"
placeholder="Email address"
value={inviteEmail}
onChange={(e) => setInviteEmail(e.target.value)}
required
className={cn(
'w-full rounded-md border border-border bg-card px-3 py-2',
'text-foreground placeholder:text-muted-foreground',
'focus:border-primary focus:outline-hidden focus:ring-1 focus:ring-primary/20'
)}
/>
<div className="flex gap-3">
<select
value={inviteRole}
onChange={(e) => setInviteRole(e.target.value)}
className={cn(
'min-w-[140px] rounded-md border border-border bg-card px-3 py-2',
'text-foreground focus:border-primary focus:outline-hidden focus:ring-1 focus:ring-primary/20'
)}
>
<option value="engineer">Engineer</option>
<option value="viewer">Viewer</option>
</select>
<Button type="submit" disabled={!inviteEmail.trim()} loading={isInviting} className="flex-1">
{isInviting ? 'Sending...' : 'Send Invite'}
</Button>
</div>
</form>
{pendingInvites.length > 0 ? (
<div className="mt-5 space-y-3">
{pendingInvites.map((invite) => (
<div key={invite.id} className="rounded-xl border border-border bg-card/50 p-4">
<div className="flex items-start justify-between gap-3">
<div>
<p className="text-sm font-medium text-foreground">{invite.email}</p>
<p className="mt-1 text-xs text-muted-foreground">
{invite.expires_at
? `Expires ${new Date(invite.expires_at).toLocaleDateString()}`
: 'No expiration'}
</p>
<li key={`invite-${invite.id}`} className="flex items-center gap-3 py-3">
<Mail className="h-4 w-4 shrink-0 text-muted-foreground" />
<div className="min-w-0 flex-1">
<div className="text-sm font-medium text-foreground truncate">
{invite.email}
</div>
<div className="flex items-center gap-2">
<span className="rounded-full bg-muted px-2.5 py-0.5 text-xs text-muted-foreground">
<div className="text-xs text-muted-foreground">
Pending
{invite.expires_at && (
<span>
{' '}
· Expires {new Date(invite.expires_at).toLocaleDateString()}
</span>
)}
</div>
</div>
<span className="rounded-full bg-muted px-2 py-0.5 text-xs text-muted-foreground">
{invite.role}
</span>
<button
onClick={() => handleResendInvite(invite.id)}
disabled={resendingId === invite.id}
className="p-1 text-muted-foreground hover:text-foreground disabled:opacity-50"
className="rounded p-1 text-muted-foreground transition-colors hover:text-foreground disabled:opacity-50"
aria-label={`Resend invite to ${invite.email}`}
>
{resendingId === invite.id ? (
@@ -670,77 +556,122 @@ export function AccountSettingsPage() {
<RefreshCw className="h-4 w-4" />
)}
</button>
</div>
</div>
</div>
</li>
))}
</div>
) : (
<p className="mt-4 text-sm text-muted-foreground">No pending invites. Use the form above to invite teammates by email.</p>
)}
</div>
</ul>
)}
<div className="rounded-2xl border border-border bg-card p-5 sm:p-6">
<div className="flex items-center gap-2">
<Settings className="h-5 w-5 text-muted-foreground" />
<h2 className="text-lg font-semibold text-foreground">Preferences</h2>
</div>
<div className="mt-4">
<label htmlFor="export-format" className="block text-sm font-medium text-foreground">
Default Export Format
</label>
<p className="text-sm text-muted-foreground">
This format will be pre-selected when exporting sessions.
</p>
<select
id="export-format"
value={defaultExportFormat}
onChange={(e) => {
setDefaultExportFormat(e.target.value as 'markdown' | 'text' | 'html')
toast.success('Preference saved')
}}
className={cn(
'mt-2 block w-full rounded-md border border-border bg-card px-3 py-2',
'text-sm text-foreground',
'focus:border-primary focus:outline-hidden focus:ring-1 focus:ring-primary/20'
)}
{account?.display_code && (
<div className="flex flex-wrap items-center gap-2 text-xs text-muted-foreground">
<span>Share to invite during signup:</span>
<code className="rounded border border-border bg-code px-2 py-0.5 font-mono text-sm text-foreground">
{account.display_code}
</code>
<button
onClick={handleCopyDisplayCode}
className="rounded p-1 text-muted-foreground transition-colors hover:text-foreground"
aria-label="Copy display code"
>
<option value="markdown">Markdown (.md)</option>
<option value="text">Plain Text (.txt)</option>
<option value="html">HTML (.html)</option>
</select>
{copiedCode ? <Check className="h-3.5 w-3.5" /> : <Copy className="h-3.5 w-3.5" />}
</button>
</div>
)}
</section>
) : (
<section className="border-t border-border pt-8">
<SectionLabel>People</SectionLabel>
<p className="mt-3 text-sm text-muted-foreground">
Membership and invites are managed by the account owner
{ownerName && <span> ({ownerName})</span>}. Contact your admin to make changes.
</p>
</section>
)}
{/* ── Settings ───────────────────────────────────────────────────── */}
<section className="space-y-4 border-t border-border pt-8">
<SectionLabel>Settings</SectionLabel>
<div className="space-y-1">
<SettingsRow
to="/account/profile"
icon={<UserCog className="h-4 w-4" />}
title="Profile"
description="Your name, email, and personal preferences"
/>
</div>
<div className="rounded-2xl border border-danger/20 p-5 sm:p-6">
<div className="flex items-center gap-2">
<AlertTriangle className="h-5 w-5 text-danger" />
<h2 className="text-lg font-semibold text-foreground">Danger Zone</h2>
{isAccountOwner && (
<div className="space-y-1 border-t border-border pt-4">
<SettingsRow
to="/account/branding"
icon={<Palette className="h-4 w-4" />}
title="Branding"
description="Logo, accent color, and company name"
status={
limits?.custom_branding
? { label: 'Included', tone: 'positive' }
: { label: 'Plan gated', tone: 'warning' }
}
/>
<SettingsRow
to="/account/integrations"
icon={<Plug className="h-4 w-4" />}
title="Integrations"
description="Connect PSA tools and external systems"
/>
<SettingsRow
to="/account/chat-retention"
icon={<Clock className="h-4 w-4" />}
title="Chat retention"
description="Conversation retention and assistant data lifecycle"
/>
<SettingsRow
to="/account/categories"
icon={<FolderTree className="h-4 w-4" />}
title="Team categories"
description="Shared flow categories for your workspace"
/>
<SettingsRow
to="/account/target-lists"
icon={<Server className="h-4 w-4" />}
title="Target lists"
description="Saved server and device lists for the team"
/>
</div>
)}
<div className="mt-4 space-y-3">
<div className="pt-2">
<Link
to="/feedback"
className="inline-flex items-center gap-2 text-xs text-muted-foreground transition-colors hover:text-foreground"
>
<MessageSquareText className="h-3.5 w-3.5" />
Need help? Send feedback or report a bug
</Link>
</div>
</section>
{/* ── Account actions (transfer / delete / leave) ────────────────── */}
<section className="border-t border-border pt-8 space-y-3">
{isAccountOwner ? (
<>
<div className="flex items-center justify-between gap-3 rounded-xl border border-border bg-card/40 p-4">
<div className="flex items-center justify-between gap-3">
<div>
<p className="text-sm font-medium text-foreground">Transfer Ownership</p>
<p className="text-xs text-muted-foreground">Make another member the account owner.</p>
<p className="text-sm font-medium text-foreground">Transfer ownership</p>
<p className="text-xs text-muted-foreground">
Move ownership of this account to another member.
</p>
</div>
<Button
variant="secondary"
size="sm"
onClick={() => setShowTransferModal(true)}
className="border-warning/30 text-warning hover:bg-warning-dim"
>
<Button variant="secondary" size="sm" onClick={() => setShowTransferModal(true)}>
Transfer
</Button>
</div>
<div className="flex items-center justify-between gap-3 rounded-xl border border-border bg-card/40 p-4">
<div className="flex items-center justify-between gap-3">
<div>
<p className="text-sm font-medium text-foreground">Delete Account</p>
<p className="text-xs text-muted-foreground">Permanently delete your account and all data.</p>
<p className="text-sm font-medium text-danger">Delete account</p>
<p className="text-xs text-muted-foreground">
Permanently delete the account and all data. Cannot be undone.
</p>
</div>
<Button variant="destructive" size="sm" onClick={() => setShowDeleteModal(true)}>
Delete
@@ -748,90 +679,18 @@ export function AccountSettingsPage() {
</div>
</>
) : (
<div className="flex items-center justify-between gap-3 rounded-xl border border-border bg-card/40 p-4">
<div className="flex items-center justify-between gap-3">
<div>
<p className="text-sm font-medium text-foreground">Leave Account</p>
<p className="text-xs text-muted-foreground">Leave this account and create a personal one.</p>
<p className="text-sm font-medium text-danger">Leave account</p>
<p className="text-xs text-muted-foreground">
Leave this account and create a personal one.
</p>
</div>
<Button variant="destructive" size="sm" onClick={() => setShowLeaveModal(true)}>
Leave
</Button>
</div>
)}
</div>
</div>
</aside>
</div>
<section className="space-y-4">
<div>
<h2 className="text-lg font-semibold text-foreground">Settings Areas</h2>
<p className="text-sm text-muted-foreground">
Common account management actions, organized the way most SaaS teams expect to find them.
</p>
</div>
<div className="grid gap-4 lg:grid-cols-2">
<SettingsLinkCard
to="/account/profile"
icon={<UserCog className="h-5 w-5" />}
title="Profile Settings"
description="Update your name, email, and personal details."
/>
{isAccountOwner && (
<SettingsLinkCard
to="/account/branding"
icon={<Palette className="h-5 w-5" />}
title="Branding"
description="Customize logo, accent color, and company name."
badge={limits?.custom_branding ? 'Included' : 'Plan gated'}
/>
)}
{isAccountOwner && (
<SettingsLinkCard
to="/account/integrations"
icon={<Plug className="h-5 w-5" />}
title="Integrations"
description="Connect PSA and other external systems for your team."
/>
)}
{isAccountOwner && (
<SettingsLinkCard
to="/account/chat-retention"
icon={<Clock className="h-5 w-5" />}
title="Chat Retention"
description="Control conversation retention and assistant data lifecycle."
/>
)}
{isAccountOwner && (
<SettingsLinkCard
to="/account/categories"
icon={<FolderTree className="h-5 w-5" />}
title="Team Categories"
description="Manage shared flow categories for your workspace."
/>
)}
{isAccountOwner && (
<SettingsLinkCard
to="/account/target-lists"
icon={<Server className="h-5 w-5" />}
title="Target Lists"
description="Maintain saved server and device lists for the team."
/>
)}
<SettingsLinkCard
to="/feedback"
icon={<MessageSquareText className="h-5 w-5" />}
title="Support & Feedback"
description="Report bugs, request features, or share product feedback."
/>
</div>
</section>
{showTransferModal && (

View File

@@ -3,6 +3,7 @@ import { Link } from 'react-router-dom'
import { User as UserIcon, Loader2, AlertCircle, Check } from 'lucide-react'
import { authApi } from '@/api/auth'
import { useAuthStore } from '@/store/authStore'
import { useUserPreferencesStore } from '@/store/userPreferencesStore'
import { cn } from '@/lib/utils'
import { toast } from '@/lib/toast'
import type { UserUpdate } from '@/types'
@@ -16,6 +17,7 @@ const inputClass = cn(
export function ProfileSettingsPage() {
const user = useAuthStore((s) => s.user)
const fetchUser = useAuthStore((s) => s.fetchUser)
const { defaultExportFormat, setDefaultExportFormat } = useUserPreferencesStore()
const [name, setName] = useState(user?.name ?? '')
const [email, setEmail] = useState(user?.email ?? '')
@@ -120,6 +122,27 @@ export function ProfileSettingsPage() {
</select>
</div>
{/* Default export format — saved on change, not via Save Changes */}
<div>
<label htmlFor="profile-export-format" className="block text-sm font-medium text-foreground">
Default export format
</label>
<p className="text-xs text-muted-foreground">Pre-selected when exporting sessions.</p>
<select
id="profile-export-format"
value={defaultExportFormat}
onChange={(e) => {
setDefaultExportFormat(e.target.value as 'markdown' | 'text' | 'html')
toast.success('Preference saved')
}}
className={inputClass}
>
<option value="markdown">Markdown (.md)</option>
<option value="text">Plain text (.txt)</option>
<option value="html">HTML (.html)</option>
</select>
</div>
{error && (
<div className="flex items-center gap-2 text-sm text-rose-500">
<AlertCircle className="h-4 w-4 shrink-0" />

17
skills-lock.json Normal file
View File

@@ -0,0 +1,17 @@
{
"version": 1,
"skills": {
"documentation-writer": {
"source": "github/awesome-copilot",
"sourceType": "github",
"skillPath": "skills/documentation-writer/SKILL.md",
"computedHash": "ee53d65b163cd7eb953a930c95841cfe398cc2c0bd24c06508bbaa07c432be35"
},
"impeccable": {
"source": "pbakaus/impeccable",
"sourceType": "github",
"skillPath": ".agents/skills/impeccable/SKILL.md",
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