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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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14
frontend/src/api/sessions.ts
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@@ -1,5 +1,5 @@
import apiClient from './client'
import type { Session, SessionCreate, SessionUpdate, SessionExport, SaveAsTreeRequest, SaveAsTreeResponse, SessionComplete, RedactionSummary, SessionShareCreate, SessionShare, SharedSessionView } from '@/types'
import type { Session, SessionCreate, SessionUpdate, SessionExport, SaveAsTreeRequest, SaveAsTreeResponse, SessionComplete, RedactionSummary, SessionShareCreate, SessionShare, SharedSessionView, PrepareSessionRequest } from '@/types'
export interface SessionListParams {
page?: number
@@ -7,6 +7,8 @@ export interface SessionListParams {
tree_id?: string
batch_id?: string
completed?: boolean
assigned_to_id?: string
status?: 'prepared' | 'active' | 'completed'
ticket_number?: string
client_name?: string
tree_name?: string
@@ -69,6 +71,16 @@ export const sessionsApi = {
return { content: response.data, redactionMode, redactionSummary }
},
async prepare(data: PrepareSessionRequest): Promise<Session> {
const response = await apiClient.post<Session>('/sessions/prepare', data)
return response.data
},
async updateVariables(id: string, variables: Record<string, string>): Promise<Session> {
const response = await apiClient.patch<Session>(`/sessions/${id}/variables`, { variables })
return response.data
},
async updateScratchpad(id: string, content: string): Promise<Session> {
const response = await apiClient.patch<Session>(`/sessions/${id}/scratchpad`, { scratchpad: content })
return response.data