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feat: flexible intake — deferred variables + prepared sessions (#103)

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* feat: flexible intake — deferred variables + prepared sessions

Remove blocking intake form modal. Variables are now filled inline during
flow execution or pre-filled via prepared sessions. Adds PATCH /sessions/{id}/variables
endpoint, POST /sessions/prepare for session pre-staging, inline variable prompts
in StepDetail, editable Session Variables panel, and "Prepared for You" dashboard section.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: pass treeData directly to startSession to avoid stale state

setTree(treeData) hasn't committed when startSession runs immediately
after, so tree is still null and getStepsFromTree returns []. This
caused the step detail area to render empty on new session start.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: wire PrepareSessionModal entry point in Flow Library

Add "Prepare session" button (clipboard icon) to grid, list, and table
views for procedural/maintenance flows. Clicking fetches tree intake
fields and account members, then opens PrepareSessionModal.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
This commit was merged in pull request #103.
This commit is contained in:
chihlasm
2026-03-10 09:49:51 -04:00
committed by GitHub
parent 4727106141
commit ccd06c9ed4
25 changed files with 1214 additions and 102 deletions
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21
backend/app/models/session.py
View File

@@ -35,8 +35,9 @@ class Session(Base):
path_taken: Mapped[list[str]] = mapped_column(JSONB, nullable=False, default=list)
decisions: Mapped[list[dict[str, Any]]] = mapped_column(JSONB, nullable=False, default=list)
custom_steps: Mapped[list[dict[str, Any]]] = mapped_column(JSONB, nullable=False, default=list)
started_at: Mapped[datetime] = mapped_column(
started_at: Mapped[Optional[datetime]] = mapped_column(
DateTime(timezone=True),
nullable=True,
default=lambda: datetime.now(timezone.utc),
index=True
)
@@ -60,9 +61,25 @@ class Session(Base):
Text, nullable=True, server_default=sa.text("''")
)
# Prepared sessions (flexible intake)
prepared_by_id: Mapped[Optional[uuid.UUID]] = mapped_column(
UUID(as_uuid=True),
ForeignKey("users.id"),
nullable=True,
index=True
)
assigned_to_id: Mapped[Optional[uuid.UUID]] = mapped_column(
UUID(as_uuid=True),
ForeignKey("users.id"),
nullable=True,
index=True
)
# Relationships
tree: Mapped["Tree"] = relationship("Tree", back_populates="sessions")
user: Mapped["User"] = relationship("User", back_populates="sessions")
user: Mapped["User"] = relationship("User", foreign_keys=[user_id], back_populates="sessions")
prepared_by: Mapped[Optional["User"]] = relationship("User", foreign_keys=[prepared_by_id])
assigned_to: Mapped[Optional["User"]] = relationship("User", foreign_keys=[assigned_to_id])
attachments: Mapped[list["Attachment"]] = relationship("Attachment", back_populates="session")
shares: Mapped[list["SessionShare"]] = relationship("SessionShare", back_populates="session", cascade="all, delete-orphan")

2
backend/app/models/user.py
View File

@@ -99,7 +99,7 @@ class User(Base):
owned_account: Mapped[Optional["Account"]] = relationship("Account", foreign_keys="[Account.owner_id]", back_populates="owner", uselist=False)
team: Mapped[Optional["Team"]] = relationship("Team", back_populates="users")
trees: Mapped[list["Tree"]] = relationship("Tree", foreign_keys="[Tree.author_id]", back_populates="author")
sessions: Mapped[list["Session"]] = relationship("Session", back_populates="user")
sessions: Mapped[list["Session"]] = relationship("Session", foreign_keys="[Session.user_id]", back_populates="user")
folders: Mapped[list["UserFolder"]] = relationship("UserFolder", back_populates="user")
@property