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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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20
backend/app/schemas/session.py
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@@ -55,6 +55,15 @@ class SessionUpdate(BaseModel):
session_variables: Optional[dict[str, str]] = None
class PrepareSessionRequest(BaseModel):
"""Create a prepared session with pre-filled variables and optional assignee."""
tree_id: UUID
session_variables: Optional[dict[str, str]] = Field(None, description="Pre-filled intake form values")
assigned_to_id: Optional[UUID] = Field(None, description="User ID of the engineer to assign this session to")
ticket_number: Optional[str] = Field(None, max_length=100)
client_name: Optional[str] = Field(None, max_length=255)
class SessionResponse(BaseModel):
id: UUID
tree_id: UUID
@@ -63,7 +72,7 @@ class SessionResponse(BaseModel):
path_taken: list[str]
decisions: list[dict[str, Any]]
custom_steps: list[dict[str, Any]] = Field(default_factory=list)
started_at: datetime
started_at: Optional[datetime] = None
completed_at: Optional[datetime] = None
outcome: Optional[SessionOutcome] = None
outcome_notes: Optional[str] = None
@@ -74,6 +83,10 @@ class SessionResponse(BaseModel):
scratchpad: str = ""
session_variables: dict[str, str] = Field(default_factory=dict)
# Prepared session fields
prepared_by_id: Optional[UUID] = None
assigned_to_id: Optional[UUID] = None
@validator('scratchpad', 'next_steps', pre=True, always=True)
def normalize_text_fields(cls, v):
return v or ""
@@ -106,6 +119,11 @@ class SessionComplete(BaseModel):
next_steps: Optional[str] = None
class SessionVariablesUpdate(BaseModel):
"""Partial update to session variables (dict merge)."""
variables: dict[str, str] = Field(..., description="Key-value pairs to merge into session_variables")
class ScratchpadUpdate(BaseModel):
scratchpad: str