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

View File

@@ -1,9 +1,9 @@
import { CheckCircle2, Circle, ArrowRight } from 'lucide-react'
import type { ProceduralStep } from '@/types'
import type { RuntimeStep } from '@/types'
import { cn } from '@/lib/utils'
interface StepChecklistProps {
steps: ProceduralStep[]
steps: RuntimeStep[]
currentStepIndex: number
completedStepIds: Set<string>
onStepClick: (index: number) => void
@@ -16,7 +16,8 @@ export function StepChecklist({ steps, currentStepIndex, completedStepIds, onSte
const sectionVisibility = new Set<number>()
let prevSection: string | undefined
for (let i = 0; i < procedureSteps.length; i++) {
const header = procedureSteps[i].section_header
const s = procedureSteps[i]
const header = 'section_header' in s ? s.section_header : undefined
if (header && header !== prevSection) sectionVisibility.add(i)
if (header) prevSection = header
}
@@ -32,7 +33,7 @@ export function StepChecklist({ steps, currentStepIndex, completedStepIds, onSte
<div key={step.id}>
{showSection && (
<div className="mb-1 mt-3 border-b border-border pb-1 text-[10px] font-semibold uppercase tracking-wider text-muted-foreground first:mt-0">
{step.section_header}
{'section_header' in step ? step.section_header : undefined}
</div>
)}
<button
@@ -54,8 +55,15 @@ export function StepChecklist({ steps, currentStepIndex, completedStepIds, onSte
<span className="flex h-5 w-5 shrink-0 items-center justify-center rounded-full bg-accent text-[10px] font-medium">
{index + 1}
</span>
<span className="min-w-0 flex-1 truncate">{step.title || 'Untitled step'}</span>
{step.estimated_minutes && (
<span className="min-w-0 flex-1 flex items-center gap-1.5 overflow-hidden">
<span className="truncate">{step.title || 'Untitled step'}</span>
{'isCustom' in step && step.isCustom && (
<span className="shrink-0 rounded-full bg-amber-400/15 px-1.5 py-0.5 text-[9px] font-semibold uppercase tracking-wide text-amber-400">
Custom
</span>
)}
</span>
{'estimated_minutes' in step && step.estimated_minutes && (
<span className="shrink-0 text-[10px] text-muted-foreground">~{step.estimated_minutes}m</span>
)}
</button>