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:
@@ -1,11 +1,15 @@
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import { Star, User, Calendar, TrendingUp, Eye, Plus, HelpCircle, Zap, CheckCircle } from 'lucide-react'
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import { Star, User, Calendar, TrendingUp, Eye, Plus, HelpCircle, Zap, CheckCircle, Pencil, Trash2, Bookmark, Lock } from 'lucide-react'
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import { cn } from '@/lib/utils'
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import type { StepListItem } from '@/types/step'
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interface StepCardProps {
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step: StepListItem
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onPreview: (step: StepListItem) => void
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onInsert: (step: StepListItem) => void
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onInsert?: (step: StepListItem) => void // session context (now optional)
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onEdit?: (step: StepListItem) => void // library page
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onDelete?: (step: StepListItem) => void // library page — NOTE: pass full StepListItem, not just ID
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onSave?: (step: StepListItem) => void // library page (save copy to My Steps)
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currentUserId?: string // to determine ownership
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}
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const stepTypeIcons = {
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@@ -20,12 +24,14 @@ const stepTypeColors = {
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solution: 'bg-emerald-400/10 text-emerald-400 border-emerald-400/20'
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}
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export function StepCard({ step, onPreview, onInsert }: StepCardProps) {
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export function StepCard({ step, onPreview, onInsert, onEdit, onDelete, onSave, currentUserId }: StepCardProps) {
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const Icon = stepTypeIcons[step.step_type as keyof typeof stepTypeIcons] || HelpCircle
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const hasRating = step.rating_count > 0
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const visibleTags = step.tags.slice(0, 3)
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const remainingTags = step.tags.length - 3
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const isOwn = currentUserId ? step.created_by === currentUserId : false
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return (
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<div className="group rounded-lg border border-border bg-card p-4 transition-shadow hover:shadow-md">
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{/* Header */}
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@@ -49,6 +55,13 @@ export function StepCard({ step, onPreview, onInsert }: StepCardProps) {
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Featured
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</span>
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)}
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{/* From Flow Badge */}
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{step.is_flow_synced && (
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<span className="rounded-full bg-blue-400/15 px-1.5 py-0.5 text-[9px] font-semibold uppercase tracking-wide text-blue-400">
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From Flow
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</span>
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)}
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</div>
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{/* Title */}
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@@ -118,26 +131,89 @@ export function StepCard({ step, onPreview, onInsert }: StepCardProps) {
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{/* Actions */}
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<div className="flex gap-2">
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<button
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onClick={() => onPreview(step)}
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className={cn(
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'flex flex-1 items-center justify-center gap-2 rounded-md border border-border px-3 py-2 text-sm font-medium text-muted-foreground',
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'hover:bg-accent hover:text-foreground transition-colors'
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)}
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>
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<Eye className="h-4 w-4" />
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Preview
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</button>
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<button
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onClick={() => onInsert(step)}
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className={cn(
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'flex flex-1 items-center justify-center gap-2 rounded-md bg-gradient-brand text-white shadow-lg shadow-primary/20 px-3 py-2 text-sm font-medium',
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'hover:opacity-90 transition-colors'
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)}
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>
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<Plus className="h-4 w-4" />
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Insert
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</button>
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{(onEdit || onDelete || onSave) ? (
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isOwn ? (
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step.is_flow_synced ? (
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// Flow-synced step: Preview + lock (read-only)
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<>
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<button
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onClick={() => onPreview(step)}
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className="flex flex-1 items-center justify-center gap-2 rounded-md border border-border px-3 py-2 text-sm font-medium text-muted-foreground hover:bg-accent hover:text-foreground transition-colors"
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>
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<Eye className="h-4 w-4" />
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Preview
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</button>
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<span
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title="Managed by source flow — fork to customize"
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className="flex items-center justify-center rounded-md border border-border px-3 py-2 text-muted-foreground opacity-50 cursor-default"
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>
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<Lock className="h-4 w-4" />
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</span>
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</>
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) : (
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// Own step: Preview + Edit + Delete icon
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<>
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<button
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onClick={() => onPreview(step)}
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className="flex flex-1 items-center justify-center gap-2 rounded-md border border-border px-3 py-2 text-sm font-medium text-muted-foreground hover:bg-accent hover:text-foreground transition-colors"
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>
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<Eye className="h-4 w-4" />
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Preview
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</button>
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<button
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onClick={() => onEdit?.(step)}
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className="flex flex-1 items-center justify-center gap-2 rounded-md border border-border px-3 py-2 text-sm font-medium text-muted-foreground hover:bg-accent hover:text-foreground transition-colors"
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>
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<Pencil className="h-4 w-4" />
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Edit
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</button>
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<button
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onClick={() => onDelete?.(step)}
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className="flex items-center justify-center rounded-md border border-border px-3 py-2 text-muted-foreground hover:bg-red-400/10 hover:text-red-400 hover:border-red-400/30 transition-colors"
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aria-label="Delete step"
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>
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<Trash2 className="h-4 w-4" />
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</button>
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</>
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)
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) : (
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// Others' step: Preview + Save
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<>
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<button
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onClick={() => onPreview(step)}
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className="flex flex-1 items-center justify-center gap-2 rounded-md border border-border px-3 py-2 text-sm font-medium text-muted-foreground hover:bg-accent hover:text-foreground transition-colors"
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>
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<Eye className="h-4 w-4" />
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Preview
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</button>
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<button
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onClick={() => onSave?.(step)}
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className="flex flex-1 items-center justify-center gap-2 rounded-md bg-gradient-brand text-white shadow-lg shadow-primary/20 px-3 py-2 text-sm font-medium hover:opacity-90 transition-colors"
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>
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<Bookmark className="h-4 w-4" />
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Save
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</button>
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</>
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)
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) : (
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// Session context (original): Preview + Insert
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<>
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<button
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onClick={() => onPreview(step)}
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className="flex flex-1 items-center justify-center gap-2 rounded-md border border-border px-3 py-2 text-sm font-medium text-muted-foreground hover:bg-accent hover:text-foreground transition-colors"
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>
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<Eye className="h-4 w-4" />
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Preview
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</button>
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<button
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onClick={() => onInsert?.(step)}
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className="flex flex-1 items-center justify-center gap-2 rounded-md bg-gradient-brand text-white shadow-lg shadow-primary/20 px-3 py-2 text-sm font-medium hover:opacity-90 transition-colors"
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>
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<Plus className="h-4 w-4" />
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Insert
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</button>
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</>
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)}
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</div>
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</div>
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)
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@@ -1,5 +1,5 @@
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import { useState, useEffect } from 'react'
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import { X, Star, Copy, Check, HelpCircle, Zap, CheckCircle, User, Calendar } from 'lucide-react'
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import { X, Star, Copy, Check, HelpCircle, Zap, CheckCircle, User, Calendar, GitBranch } from 'lucide-react'
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import { cn } from '@/lib/utils'
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import { MarkdownContent } from '@/components/ui/MarkdownContent'
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import { stepsApi } from '@/api/steps'
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@@ -283,6 +283,12 @@ export function StepDetailModal({ stepId, onClose, onInsert }: StepDetailModalPr
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<span className="text-muted-foreground">Author:</span>
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<span className="ml-2 font-medium text-foreground">{step.author_name || 'Unknown'}</span>
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</div>
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{step.is_flow_synced && step.source_tree_name && (
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<div className="col-span-2 flex items-center gap-1.5 text-muted-foreground">
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<GitBranch className="h-3.5 w-3.5 shrink-0" />
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<span>Sourced from <span className="font-medium text-foreground">{step.source_tree_name}</span></span>
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</div>
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)}
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<div>
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<span className="text-muted-foreground">Usage Count:</span>
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<span className="ml-2 font-medium text-foreground">{step.usage_count}</span>
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@@ -8,6 +8,8 @@ interface StepFormProps {
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onSubmit: (data: StepCreate) => void
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onCancel: () => void
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initialData?: Partial<StepCreate>
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submitLabel?: string
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isSubmitting?: boolean
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}
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const stepTypeOptions = [
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@@ -16,7 +18,7 @@ const stepTypeOptions = [
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{ value: 'solution', label: 'Solution', icon: CheckCircle, description: 'Resolution endpoint' }
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] as const
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export function StepForm({ onSubmit, onCancel, initialData }: StepFormProps) {
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export function StepForm({ onSubmit, onCancel, initialData, submitLabel, isSubmitting }: StepFormProps) {
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// Form state
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const [stepType, setStepType] = useState<'decision' | 'action' | 'solution'>(
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initialData?.step_type || 'action'
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@@ -376,9 +378,10 @@ export function StepForm({ onSubmit, onCancel, initialData }: StepFormProps) {
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</button>
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<button
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type="submit"
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className="flex-1 rounded-md bg-gradient-brand text-white shadow-lg shadow-primary/20 px-4 py-2 text-sm font-medium hover:opacity-90"
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disabled={isSubmitting}
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className="flex-1 rounded-md bg-gradient-brand text-white shadow-lg shadow-primary/20 px-4 py-2 text-sm font-medium hover:opacity-90 disabled:opacity-50"
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>
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Insert Step
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{isSubmitting ? 'Saving...' : (submitLabel ?? 'Insert Step')}
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</button>
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</div>
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</form>
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89
frontend/src/components/step-library/StepFormModal.tsx
Normal file
89
frontend/src/components/step-library/StepFormModal.tsx
Normal file
@@ -0,0 +1,89 @@
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import { useState } from 'react'
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import { X } from 'lucide-react'
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import { stepsApi } from '@/api/steps'
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import { StepForm } from './StepForm'
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import type { Step, StepCreate } from '@/types/step'
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interface StepFormModalProps {
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isOpen: boolean
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onClose: () => void
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onSuccess: (step: Step) => void
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editingStep?: Step | null // full Step (parent fetches before opening), null/undefined = create mode
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}
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export function StepFormModal({ isOpen, onClose, onSuccess, editingStep }: StepFormModalProps) {
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const [isSubmitting, setIsSubmitting] = useState(false)
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const [error, setError] = useState<string | null>(null)
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if (!isOpen) return null
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const isEditMode = !!editingStep
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const handleSubmit = async (data: StepCreate) => {
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setIsSubmitting(true)
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setError(null)
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try {
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let result: Step
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if (isEditMode && editingStep) {
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result = await stepsApi.update(editingStep.id, data)
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} else {
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result = await stepsApi.create(data)
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}
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onSuccess(result)
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} catch (err) {
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console.error('Failed to save step:', err)
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setError('Failed to save step. Please try again.')
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} finally {
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setIsSubmitting(false)
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}
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}
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// Build initialData from full Step including content
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const initialData = editingStep ? {
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title: editingStep.title,
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step_type: editingStep.step_type,
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content: editingStep.content,
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visibility: editingStep.visibility,
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category_id: editingStep.category_id,
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tags: editingStep.tags,
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} : undefined
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return (
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<div className="fixed inset-0 z-50 flex items-center justify-center bg-black/80 backdrop-blur-sm p-4">
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<div className="relative flex h-[90vh] w-full max-w-2xl flex-col bg-card border border-border rounded-2xl shadow-lg">
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{/* Header */}
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<div className="flex items-center justify-between border-b border-border p-6 pb-4">
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<h2 className="text-lg font-semibold text-foreground">
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{isEditMode ? 'Edit Step' : 'Create Step'}
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</h2>
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<button
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onClick={onClose}
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disabled={isSubmitting}
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className="rounded-md p-1.5 text-muted-foreground hover:bg-accent hover:text-foreground disabled:opacity-50"
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aria-label="Close"
|
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>
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<X className="h-5 w-5" />
|
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</button>
|
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</div>
|
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|
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{/* Error */}
|
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{error && (
|
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<div className="mx-6 mt-4 rounded-lg border border-red-400/20 bg-red-400/10 p-3 text-sm text-red-400">
|
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{error}
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</div>
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)}
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|
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{/* Body */}
|
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<div className="flex-1 overflow-y-auto p-6">
|
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<StepForm
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onSubmit={handleSubmit}
|
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onCancel={onClose}
|
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initialData={initialData}
|
||||
submitLabel={isEditMode ? 'Save Changes' : 'Create Step'}
|
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isSubmitting={isSubmitting}
|
||||
/>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
)
|
||||
}
|
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@@ -8,12 +8,17 @@ import { StepDetailModal } from './StepDetailModal'
|
||||
import type { Step, StepListItem, StepCategory, PopularTag, StepListParams } from '@/types/step'
|
||||
|
||||
interface StepLibraryBrowserProps {
|
||||
onInsert: (step: Step) => void
|
||||
onInsert?: (step: Step) => void
|
||||
onCreateNew?: () => void
|
||||
showCreateButton?: boolean
|
||||
onEdit?: (step: StepListItem) => void
|
||||
onDelete?: (step: StepListItem) => void
|
||||
onSave?: (step: StepListItem) => void
|
||||
currentUserId?: string
|
||||
refreshKey?: number
|
||||
}
|
||||
|
||||
export function StepLibraryBrowser({ onInsert, onCreateNew, showCreateButton = false }: StepLibraryBrowserProps) {
|
||||
export function StepLibraryBrowser({ onInsert, onCreateNew, showCreateButton = false, onEdit, onDelete, onSave, currentUserId, refreshKey }: StepLibraryBrowserProps) {
|
||||
// State
|
||||
const [steps, setSteps] = useState<StepListItem[]>([])
|
||||
const [categories, setCategories] = useState<StepCategory[]>([])
|
||||
@@ -87,7 +92,7 @@ export function StepLibraryBrowser({ onInsert, onCreateNew, showCreateButton = f
|
||||
}
|
||||
|
||||
loadSteps()
|
||||
}, [searchQuery, selectedCategoryId, selectedStepType, minRating, sortBy, selectedTag])
|
||||
}, [searchQuery, selectedCategoryId, selectedStepType, minRating, sortBy, selectedTag, refreshKey])
|
||||
|
||||
// Group steps by visibility
|
||||
const groupedSteps = useMemo(() => {
|
||||
@@ -108,12 +113,15 @@ export function StepLibraryBrowser({ onInsert, onCreateNew, showCreateButton = f
|
||||
|
||||
const handleInsertFromPreview = (step: Step) => {
|
||||
setPreviewStepId(null)
|
||||
onInsert(step)
|
||||
if (onInsert) {
|
||||
onInsert(step)
|
||||
}
|
||||
}
|
||||
|
||||
const handleInsertFromCard = (stepItem: StepListItem) => {
|
||||
// Need to fetch full step details for insert
|
||||
stepsApi.get(stepItem.id).then(onInsert)
|
||||
if (onInsert) {
|
||||
stepsApi.get(stepItem.id).then(onInsert)
|
||||
}
|
||||
}
|
||||
|
||||
const handleTagClick = (tag: string) => {
|
||||
@@ -275,7 +283,11 @@ export function StepLibraryBrowser({ onInsert, onCreateNew, showCreateButton = f
|
||||
key={step.id}
|
||||
step={step}
|
||||
onPreview={handlePreview}
|
||||
onInsert={handleInsertFromCard}
|
||||
onInsert={onInsert ? handleInsertFromCard : undefined}
|
||||
onEdit={onEdit}
|
||||
onDelete={onDelete}
|
||||
onSave={onSave}
|
||||
currentUserId={currentUserId}
|
||||
/>
|
||||
))}
|
||||
</div>
|
||||
@@ -304,7 +316,11 @@ export function StepLibraryBrowser({ onInsert, onCreateNew, showCreateButton = f
|
||||
key={step.id}
|
||||
step={step}
|
||||
onPreview={handlePreview}
|
||||
onInsert={handleInsertFromCard}
|
||||
onInsert={onInsert ? handleInsertFromCard : undefined}
|
||||
onEdit={onEdit}
|
||||
onDelete={onDelete}
|
||||
onSave={onSave}
|
||||
currentUserId={currentUserId}
|
||||
/>
|
||||
))}
|
||||
</div>
|
||||
@@ -333,7 +349,11 @@ export function StepLibraryBrowser({ onInsert, onCreateNew, showCreateButton = f
|
||||
key={step.id}
|
||||
step={step}
|
||||
onPreview={handlePreview}
|
||||
onInsert={handleInsertFromCard}
|
||||
onInsert={onInsert ? handleInsertFromCard : undefined}
|
||||
onEdit={onEdit}
|
||||
onDelete={onDelete}
|
||||
onSave={onSave}
|
||||
currentUserId={currentUserId}
|
||||
/>
|
||||
))}
|
||||
</div>
|
||||
|
||||
Reference in New Issue
Block a user