feat: Step Library sync + service account for default tree ownership
* feat: maintenance flow UX redesign — batch status hub, context strip, detail page upgrades (#85) - Add BatchStatusPage (/flows/:id/batches/:batchId): per-target Start/Resume/View cards, progress bar, 5s polling while in-progress, completion outcome summary - Add BatchStatusCard: handles not-started/in-progress/complete states with step progress for in-progress targets - Add ActiveBatchBanner: amber banner on detail page when a batch is running, links to BatchStatusPage - Add MaintenanceContextStrip: amber strip in ProceduralNavigationPage for maintenance flows showing target name, batch progress (X/Y complete), and Back to Batch nav - Update MaintenanceFlowDetailPage: active batch banner, clickable run history rows with mini progress dots and outcome summaries, Run button loading state, post-launch navigates to BatchStatusPage - Update ProceduralNavigationPage: renders MaintenanceContextStrip between top bar and content when tree_type === 'maintenance'; fetches batch progress once on mount - Add batch_id filter to GET /sessions backend endpoint and SessionListParams frontend type - Add /flows/:id/batches/:batchId route to router Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: session detail page — completion action + outcome summary card - In-progress sessions: amber banner with "Complete Session" button opens SessionOutcomeModal to set outcome/notes/next-steps and finalize - Completed sessions: colored outcome summary card (icon + outcome label + duration + notes + next steps) replaces dense header metadata; "Copy for Ticket" promoted to primary action inside the card - Export toolbar de-emphasized to secondary row of smaller controls below the summary card Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add library-page action props to StepCard (edit/delete/save) Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: pass library-page action props through StepLibraryBrowser + refreshKey Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: StepFormModal wrapper + submitLabel/isSubmitting props on StepForm Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: Step Library page — create, edit, delete, save-to-library Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add RuntimeStep union type for procedural custom steps Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: StepChecklist accepts RuntimeStep[], renders amber Custom badge Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: StepDetail accepts RuntimeStep, renders Custom Step badge for custom steps Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: custom step insertion in procedural flow sessions Engineers can add custom steps inline during execution. Steps are persisted to session.custom_steps and restored on resume. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: suppress StepFeedback on custom steps, fix resume stepState seeding, functional updater for step index Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * docs: add tree forking UI design doc Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * docs: add tree fork UI implementation plan Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add ForkInfo type and fork fields to Tree/TreeListItem Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: align ForkInfo type with backend schema, remove redundant fork fields Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: ForkInfo placement, required fork_info field, add JSDoc Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add ForkModal component with name and reason fields Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: ForkModal accessibility and UX (escape, click-outside, labels, maxLength) Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: open ForkModal on fork action in TreeLibraryPage Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add ForkModal to MyTreesPage Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: show Fork chip badge on forked tree cards Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * docs: add flow-to-library step sync design doc Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * docs: add flow-to-library sync implementation plan Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add sync tracking columns to step_library Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add sync columns and source_tree relationship to StepLibrary model Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add group_label to StepContent, is_flow_synced/source_tree_name to StepLibraryResponse Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: include is_flow_synced and source_tree_name in step list/detail responses Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: add is_flow_synced and source_tree_name to step list response Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: add selectinload and sync fields to search and get_step endpoints Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add step_sync module with extraction and upsert logic Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: safe NOT IN placeholders for asyncpg, add deactivate docstring Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: trigger step library sync on tree publish and deactivate on delete - Call sync_steps_from_tree in update_tree whenever the tree is published (status transitions to 'published' or is already published and structure changes) - Call deactivate_synced_steps_for_tree in delete_tree before db.commit() so the FK SET NULL does not nullify source_tree_id before the WHERE clause runs - Fix ::jsonb cast syntax in step_sync.py (asyncpg rejects :: operator in text() queries; replaced with CAST(:content AS jsonb)) - Add UniqueConstraint('source_tree_id','source_node_id') to StepLibrary model so Base.metadata.create_all (used by tests) creates the constraint that the ON CONFLICT clause in sync_steps_from_tree depends on Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add is_flow_synced and source_tree_name to Step types Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: show From Flow badge and lock icon on flow-synced StepCard Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: show source flow name in StepDetailModal for synced steps Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add Library Visibility select to procedural StepEditor Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: address code review issues in flow-to-library sync - Fix sync trigger: only fire on publish transition, not every PUT - Add TestSyncOnPublish integration tests (2 tests, 16 total passing) - Add group_label to frontend StepContent interface - Guard Library Visibility select to procedure_step nodes only - Block API edits to flow-synced steps (400 read-only guard) Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: handle None author_id in step sync to avoid invalid UUID error When a system/default tree has no author (author_id is None), str(None) produces the literal string 'None' which asyncpg rejects as an invalid UUID for the created_by column. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: add ResolutionFlow service account to own default tree steps in library Default/system trees had no author_id (NULL), causing a NOT NULL violation when syncing steps to step_library.created_by on publish. - Add is_service_account flag to users table (migration 4f4137ce) - Add service_account.py: idempotent ensure_service_account() creates noreply@resolutionflow.com with unusable password on startup - Cache service account ID on app.state at lifespan startup - Add get_service_account_id() FastAPI dep (returns None in tests) - sync_steps_from_tree: resolve author_id or service_account_id as created_by - create_tree: set author_id=service_account_id for is_default trees - Migration 1490781700bc: backfill author_id on 31 existing default trees Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> --------- Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit was merged in pull request #89.
This commit is contained in:
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"""backfill_default_tree_author_id_to_service_account
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Revision ID: 1490781700bc
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Revises: 4f4137ce79e5
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Create Date: 2026-02-25 21:26:00.000000
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Backfill author_id on is_default trees to the ResolutionFlow service account
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(noreply@resolutionflow.com). The service account is created here if it does
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not yet exist (idempotent), so this migration is safe to run before or after
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the app starts.
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"""
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from typing import Sequence, Union
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from alembic import op
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import sqlalchemy as sa
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from sqlalchemy.dialects.postgresql import UUID as PG_UUID
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import uuid
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# revision identifiers, used by Alembic.
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revision: str = '1490781700bc'
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down_revision: Union[str, None] = '4f4137ce79e5'
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branch_labels: Union[str, Sequence[str], None] = None
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depends_on: Union[str, Sequence[str], None] = None
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SERVICE_ACCOUNT_EMAIL = "noreply@resolutionflow.com"
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SERVICE_ACCOUNT_NAME = "ResolutionFlow"
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def upgrade() -> None:
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conn = op.get_bind()
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# Ensure service account exists
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row = conn.execute(
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sa.text("SELECT id FROM users WHERE email = :email"),
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{"email": SERVICE_ACCOUNT_EMAIL},
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).fetchone()
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if row is None:
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service_id = str(uuid.uuid4())
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conn.execute(
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sa.text("""
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INSERT INTO users (
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id, email, name, password_hash, role,
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is_super_admin, is_team_admin, is_active,
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is_service_account, must_change_password,
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account_role, created_at
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) VALUES (
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:id, :email, :name, :password_hash, 'engineer',
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false, false, true,
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true, false,
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'engineer', NOW()
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)
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"""),
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{
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"id": service_id,
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"email": SERVICE_ACCOUNT_EMAIL,
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"name": SERVICE_ACCOUNT_NAME,
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"password_hash": "!service-account-no-login",
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},
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)
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else:
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service_id = str(row[0])
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# Backfill is_default trees that have no author
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result = conn.execute(
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sa.text("""
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UPDATE trees
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SET author_id = :service_id
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WHERE author_id IS NULL AND is_default = true
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"""),
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{"service_id": service_id},
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)
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print(f"[backfill] Set author_id to service account on {result.rowcount} default trees")
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def downgrade() -> None:
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# Restore NULL on trees that were authored by the service account and are default
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conn = op.get_bind()
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row = conn.execute(
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sa.text("SELECT id FROM users WHERE email = :email"),
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{"email": SERVICE_ACCOUNT_EMAIL},
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).fetchone()
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if row is None:
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return
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service_id = str(row[0])
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conn.execute(
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sa.text("""
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UPDATE trees
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SET author_id = NULL
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WHERE author_id = :service_id AND is_default = true
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"""),
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{"service_id": service_id},
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)
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@@ -0,0 +1,34 @@
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"""add_is_service_account_to_users
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Revision ID: 4f4137ce79e5
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Revises: fb1481317ff6
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Create Date: 2026-02-25 20:28:46.075639
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"""
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from typing import Sequence, Union
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from alembic import op
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import sqlalchemy as sa
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# revision identifiers, used by Alembic.
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revision: str = '4f4137ce79e5'
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down_revision: Union[str, None] = 'fb1481317ff6'
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branch_labels: Union[str, Sequence[str], None] = None
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depends_on: Union[str, Sequence[str], None] = None
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def upgrade() -> None:
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op.add_column(
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'users',
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sa.Column(
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'is_service_account',
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sa.Boolean(),
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nullable=False,
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server_default='false',
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)
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)
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def downgrade() -> None:
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op.drop_column('users', 'is_service_account')
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@@ -0,0 +1,47 @@
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"""add_step_library_sync_fields
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Revision ID: fb1481317ff6
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Revises: a1b2c3d4e5f6
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Create Date: 2026-02-25 03:19:52.600292
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"""
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from typing import Sequence, Union
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from alembic import op
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import sqlalchemy as sa
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# revision identifiers, used by Alembic.
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revision: str = 'fb1481317ff6'
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down_revision: Union[str, None] = 'a1b2c3d4e5f6'
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branch_labels: Union[str, Sequence[str], None] = None
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depends_on: Union[str, Sequence[str], None] = None
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def upgrade() -> None:
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op.add_column('step_library', sa.Column('source_tree_id', sa.UUID(), nullable=True))
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op.add_column('step_library', sa.Column('source_node_id', sa.String(255), nullable=True))
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op.add_column('step_library', sa.Column('is_flow_synced', sa.Boolean(), nullable=False, server_default='false'))
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op.add_column('step_library', sa.Column('last_synced_at', sa.DateTime(timezone=True), nullable=True))
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op.create_foreign_key(
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'fk_step_library_source_tree',
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'step_library', 'trees',
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['source_tree_id'], ['id'],
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ondelete='SET NULL'
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)
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op.create_unique_constraint(
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'uq_step_library_source_node',
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'step_library',
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['source_tree_id', 'source_node_id']
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)
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op.create_index('ix_step_library_source_tree_id', 'step_library', ['source_tree_id'])
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def downgrade() -> None:
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op.drop_index('ix_step_library_source_tree_id', 'step_library')
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op.drop_constraint('uq_step_library_source_node', 'step_library', type_='unique')
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op.drop_constraint('fk_step_library_source_tree', 'step_library', type_='foreignkey')
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op.drop_column('step_library', 'last_synced_at')
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op.drop_column('step_library', 'is_flow_synced')
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op.drop_column('step_library', 'source_node_id')
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op.drop_column('step_library', 'source_tree_id')
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