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

@@ -1,25 +1,179 @@
import { Bookmark } from 'lucide-react'
import { useState } from 'react'
import { Bookmark, Trash2 } from 'lucide-react'
import { useAuthStore } from '@/store/authStore'
import { usePermissions } from '@/hooks/usePermissions'
import { stepsApi } from '@/api/steps'
import { StepLibraryBrowser } from '@/components/step-library/StepLibraryBrowser'
import { StepFormModal } from '@/components/step-library/StepFormModal'
import type { Step, StepListItem } from '@/types/step'
export default function StepLibraryPage() {
const user = useAuthStore((s) => s.user)
const { canCreateSteps } = usePermissions()
// Create/edit modal state
const [createOpen, setCreateOpen] = useState(false)
const [editingStep, setEditingStep] = useState<Step | null>(null)
// Delete confirmation state
const [deletingStep, setDeletingStep] = useState<StepListItem | null>(null)
const [isDeleting, setIsDeleting] = useState(false)
const [deleteError, setDeleteError] = useState<string | null>(null)
// Toast for "Save to My Library"
const [saveToast, setSaveToast] = useState<string | null>(null)
// Increment to trigger StepLibraryBrowser reload
const [refreshKey, setRefreshKey] = useState(0)
const refresh = () => setRefreshKey(k => k + 1)
// Fetch full step before opening edit modal (StepListItem lacks content)
const handleEdit = async (step: StepListItem) => {
try {
const full = await stepsApi.get(step.id)
setEditingStep(full)
} catch (err) {
console.error('Failed to load step for edit:', err)
}
}
const handleDeleteRequest = (step: StepListItem) => {
setDeletingStep(step)
}
const handleDeleteConfirm = async () => {
if (!deletingStep) return
setIsDeleting(true)
setDeleteError(null)
try {
await stepsApi.delete(deletingStep.id)
setDeletingStep(null)
refresh()
} catch (err) {
console.error('Failed to delete step:', err)
setDeleteError('Failed to delete step. Please try again.')
} finally {
setIsDeleting(false)
}
}
const handleSave = async (step: StepListItem) => {
try {
const full = await stepsApi.get(step.id)
await stepsApi.create({
title: full.title,
step_type: full.step_type,
content: full.content,
visibility: 'private',
category_id: full.category_id,
tags: full.tags,
})
setSaveToast(`"${full.title}" saved to My Steps`)
setTimeout(() => setSaveToast(null), 3000)
refresh()
} catch (err) {
console.error('Failed to save step:', err)
}
}
const handleFormSuccess = (_step: Step) => {
setCreateOpen(false)
setEditingStep(null)
refresh()
}
const handleCloseModal = () => {
setCreateOpen(false)
setEditingStep(null)
}
return (
<div className="container mx-auto px-4 py-6 sm:px-6 sm:py-8">
<div className="mb-8">
<div className="flex h-full flex-col">
{/* Page Header */}
<div className="flex items-center justify-between border-b border-border px-6 py-4">
<div className="flex items-center gap-3">
<span title="Step Library"><Bookmark className="h-8 w-8 text-muted-foreground" /></span>
<h1 className="text-2xl font-bold font-heading text-foreground sm:text-3xl">Step Library</h1>
<span title="Step Library">
<Bookmark className="h-6 w-6 text-muted-foreground" />
</span>
<div>
<h1 className="text-xl font-bold font-heading text-foreground">Step Library</h1>
<p className="text-sm text-muted-foreground">Reusable steps you can insert into any flow</p>
</div>
</div>
<p className="mt-2 text-muted-foreground">Reusable steps for your flows coming soon.</p>
{canCreateSteps && (
<button
onClick={() => setCreateOpen(true)}
className="rounded-md bg-gradient-brand px-4 py-2 text-sm font-medium text-white shadow-lg shadow-primary/20 hover:opacity-90"
>
+ Create Step
</button>
)}
</div>
<div className="flex flex-col items-center justify-center py-16 text-center">
<div className="rounded-full bg-primary/10 p-4 mb-4">
<Bookmark className="h-8 w-8 text-primary" />
</div>
<h2 className="text-lg font-semibold text-foreground mb-2">Coming Soon</h2>
<p className="max-w-md text-sm text-muted-foreground">
The Step Library will let you create, share, and reuse common troubleshooting steps across all your flows.
</p>
{/* Browser fills remaining height */}
<div className="flex-1 overflow-hidden">
<StepLibraryBrowser
onEdit={(step) => { handleEdit(step) }}
onDelete={handleDeleteRequest}
onSave={handleSave}
currentUserId={user?.id}
refreshKey={refreshKey}
showCreateButton={false}
/>
</div>
{/* Create / Edit Modal */}
<StepFormModal
isOpen={createOpen || !!editingStep}
onClose={handleCloseModal}
onSuccess={handleFormSuccess}
editingStep={editingStep}
/>
{/* Delete Confirmation Dialog */}
{deletingStep && (
<div className="fixed inset-0 z-50 flex items-center justify-center bg-black/80 backdrop-blur-sm p-4">
<div className="w-full max-w-sm rounded-xl bg-card border border-border p-6 shadow-lg">
<div className="mb-4 flex items-center gap-3">
<div className="rounded-full bg-red-400/10 p-2">
<Trash2 className="h-5 w-5 text-red-400" />
</div>
<h2 className="text-base font-semibold text-foreground">Delete Step</h2>
</div>
<p className="mb-2 text-sm text-muted-foreground">
Are you sure you want to delete{' '}
<span className="font-medium text-foreground">"{deletingStep.title}"</span>?
</p>
<p className="mb-6 text-xs text-muted-foreground">This cannot be undone.</p>
{deleteError && (
<p className="mb-4 text-sm text-red-400">{deleteError}</p>
)}
<div className="flex gap-2">
<button
onClick={() => { setDeletingStep(null); setDeleteError(null) }}
disabled={isDeleting}
className="flex-1 rounded-md border border-border px-4 py-2 text-sm font-medium text-muted-foreground hover:bg-accent hover:text-foreground disabled:opacity-50"
>
Cancel
</button>
<button
onClick={handleDeleteConfirm}
disabled={isDeleting}
className="flex-1 rounded-md bg-red-500 px-4 py-2 text-sm font-medium text-white hover:bg-red-600 disabled:opacity-50"
>
{isDeleting ? 'Deleting...' : 'Delete'}
</button>
</div>
</div>
</div>
)}
{/* Save Toast */}
{saveToast && (
<div className="fixed bottom-6 left-1/2 z-50 -translate-x-1/2 rounded-lg border border-border bg-card px-4 py-2 text-sm text-foreground shadow-lg">
{saveToast}
</div>
)}
</div>
)
}