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:
chihlasm
2026-02-25 23:17:29 -05:00
committed by GitHub
parent a6abd23727
commit e6a0c0549b
45 changed files with 4261 additions and 270 deletions

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import { X, RefreshCw, ChevronRight } from 'lucide-react'
import { useNavigate } from 'react-router-dom'
import type { Session } from '@/types'
interface ActiveBatchBannerProps {
treeId: string
sessions: Session[]
onDismiss: () => void
}
export function ActiveBatchBanner({ treeId, sessions, onDismiss }: ActiveBatchBannerProps) {
const navigate = useNavigate()
// Find the most recently started in-progress batch
const inProgressSessions = sessions.filter(s => s.started_at && !s.completed_at && s.batch_id)
if (inProgressSessions.length === 0) return null
const batchId = inProgressSessions[0].batch_id!
// Count all sessions in this batch
const batchSessions = sessions.filter(s => s.batch_id === batchId)
const completed = batchSessions.filter(s => s.completed_at).length
const total = batchSessions.length
return (
<div className="flex items-center gap-3 rounded-xl border border-amber-500/30 bg-amber-500/5 px-4 py-3">
<RefreshCw className="h-4 w-4 shrink-0 animate-spin text-amber-400" />
<p className="flex-1 text-[0.875rem] text-amber-300">
Batch in progress · <span className="font-medium">{completed} of {total}</span> targets complete
</p>
<button
onClick={() => navigate(`/flows/${treeId}/batches/${batchId}`)}
className="flex items-center gap-1 text-[0.8125rem] font-medium text-amber-400 hover:text-amber-300 transition-colors"
>
View Batch
<ChevronRight className="h-3.5 w-3.5" />
</button>
<button
onClick={onDismiss}
className="rounded-md p-1 text-muted-foreground hover:bg-accent hover:text-foreground transition-colors"
>
<X className="h-3.5 w-3.5" />
</button>
</div>
)
}

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import { CheckCircle, Circle, Loader2, Play, RotateCcw, Eye } from 'lucide-react'
import { useNavigate } from 'react-router-dom'
import { cn } from '@/lib/utils'
import type { Session } from '@/types'
interface BatchStatusCardProps {
session: Session | null
targetLabel: string
treeId: string
batchId: string
}
function formatDuration(startedAt: string, completedAt: string): string {
const ms = new Date(completedAt).getTime() - new Date(startedAt).getTime()
const totalSeconds = Math.floor(ms / 1000)
const minutes = Math.floor(totalSeconds / 60)
const seconds = totalSeconds % 60
if (minutes === 0) return `${seconds}s`
return `${minutes}m ${seconds}s`
}
const OUTCOME_LABELS: Record<string, string> = {
resolved: 'Resolved',
escalated: 'Escalated',
workaround: 'Workaround',
unresolved: 'Unresolved',
}
const OUTCOME_COLORS: Record<string, string> = {
resolved: 'text-emerald-400 bg-emerald-500/10',
escalated: 'text-red-400 bg-red-500/10',
workaround: 'text-amber-400 bg-amber-500/10',
unresolved: 'text-muted-foreground bg-muted',
}
export function BatchStatusCard({ session, targetLabel, treeId, batchId }: BatchStatusCardProps) {
const navigate = useNavigate()
const isComplete = !!session?.completed_at
const isInProgress = !!session?.started_at && !session.completed_at
const isNotStarted = !session || !session.started_at
// Derive step progress for in-progress sessions
const stepProgress = (() => {
if (!session || !isInProgress) return null
const snapshot = session.tree_snapshot as { steps?: { type: string }[] } | null
const totalSteps = snapshot?.steps?.filter(s => s.type === 'procedure_step').length ?? 0
const completedSteps = (session.decisions ?? []).filter(d => d.answer === 'completed').length
return totalSteps > 0 ? { completed: completedSteps, total: totalSteps } : null
})()
const handleStart = () => {
navigate(`/flows/${treeId}/navigate`, {
state: { targetLabel, batchId },
})
}
const handleResume = () => {
if (!session) return
navigate(`/flows/${treeId}/navigate`, {
state: { sessionId: session.id },
})
}
const handleView = () => {
if (!session) return
navigate(`/sessions/${session.id}`)
}
return (
<div className="flex items-center justify-between rounded-lg border border-border bg-card px-4 py-3 gap-4">
{/* Status indicator + target name */}
<div className="flex items-center gap-3 min-w-0">
{isComplete && (
<CheckCircle className="h-4 w-4 shrink-0 text-emerald-400" />
)}
{isInProgress && (
<Loader2 className="h-4 w-4 shrink-0 text-amber-400 animate-spin" />
)}
{isNotStarted && (
<Circle className="h-4 w-4 shrink-0 text-muted-foreground" />
)}
<div className="min-w-0">
<p className="text-[0.875rem] font-medium text-foreground truncate">{targetLabel}</p>
<div className="flex items-center gap-2 mt-0.5">
{isComplete && session?.outcome && (
<span className={cn(
"font-label text-[0.625rem] uppercase tracking-wide rounded-full px-2 py-0.5",
OUTCOME_COLORS[session.outcome] ?? OUTCOME_COLORS.unresolved
)}>
{OUTCOME_LABELS[session.outcome] ?? session.outcome}
</span>
)}
{isComplete && session?.started_at && session?.completed_at && (
<span className="text-[0.75rem] text-muted-foreground">
{formatDuration(session.started_at, session.completed_at)}
</span>
)}
{isInProgress && stepProgress && (
<span className="text-[0.75rem] text-amber-400">
Step {stepProgress.completed + 1} of {stepProgress.total}
</span>
)}
{isNotStarted && (
<span className="text-[0.75rem] text-muted-foreground">Not started</span>
)}
</div>
</div>
</div>
{/* Action button */}
<div className="shrink-0">
{isComplete && (
<button
onClick={handleView}
className="flex items-center gap-1.5 rounded-lg border border-border px-3 py-1.5 text-[0.8125rem] text-muted-foreground hover:bg-accent hover:text-foreground transition-colors"
>
<Eye className="h-3.5 w-3.5" />
View
</button>
)}
{isInProgress && (
<button
onClick={handleResume}
className="flex items-center gap-1.5 rounded-lg bg-amber-500/10 border border-amber-500/30 px-3 py-1.5 text-[0.8125rem] text-amber-400 hover:bg-amber-500/20 transition-colors"
>
<RotateCcw className="h-3.5 w-3.5" />
Resume
</button>
)}
{isNotStarted && (
<button
onClick={handleStart}
className="flex items-center gap-1.5 rounded-lg bg-gradient-brand px-3 py-1.5 text-[0.8125rem] font-medium text-white shadow-sm shadow-primary/20 hover:opacity-90 transition-opacity"
>
<Play className="h-3.5 w-3.5" />
Start
</button>
)}
</div>
</div>
)
}

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import { Wrench, ChevronLeft } from 'lucide-react'
import { useNavigate } from 'react-router-dom'
interface MaintenanceContextStripProps {
treeId: string
targetLabel?: string | null
batchId?: string | null
batchProgress?: { completed: number; total: number } | null
}
export function MaintenanceContextStrip({
treeId,
targetLabel,
batchId,
batchProgress,
}: MaintenanceContextStripProps) {
const navigate = useNavigate()
return (
<div className="flex items-center gap-3 border-b border-amber-500/20 bg-amber-500/5 px-4 py-2 text-sm">
<Wrench className="h-3.5 w-3.5 shrink-0 text-amber-400" />
<span className="font-medium text-amber-300">
{targetLabel ? `Target: ${targetLabel}` : 'Manual Run'}
</span>
{batchProgress && (
<>
<span className="text-muted-foreground">·</span>
<span className="text-muted-foreground text-[0.8125rem]">
{batchProgress.completed} / {batchProgress.total} complete
</span>
</>
)}
{batchId && (
<button
onClick={() => navigate(`/flows/${treeId}/batches/${batchId}`)}
className="ml-auto flex items-center gap-1 text-xs text-amber-400 hover:text-amber-300 transition-colors"
>
<ChevronLeft className="h-3 w-3" />
Back to Batch
</button>
)}
</div>
)
}