40 Commits

Author SHA1 Message Date
960ea71a20 feat(l1): create l1_walk_sessions table with target-consistency check + RLS
Per-session state for L1 walking a ticket. Supports flow/proposal/adhoc
session kinds; check constraint enforces target-consistency (flow_id set
iff kind=flow; flow_proposal_id set iff kind=proposal; both null iff
kind=adhoc). walked_path + walk_notes JSONB columns track step-by-step
progress; resolved/escalated/abandoned terminal statuses captured.
Account-scoped RLS matches the internal_tickets precedent (FORCE RLS +
tenant_isolation policy with COALESCE/NULLIF guard).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-28 12:35:24 -04:00
394f729595 feat(l1): create internal_tickets table with RLS
Tenant-scoped fallback ticket model for accounts without PSA integration.
Tracks customer-name, problem-statement, status lifecycle (open/walking/
resolved/escalated), and optional links to flow/proposal/ai_session/
assigned engineer + PSA promotion ID. Account-scoped RLS policy uses
app.current_account_id session setting.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-28 12:30:51 -04:00
5105eaf529 feat(billing): add sales_leads and stripe_events tables
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-06 19:14:30 -04:00
974b188c1e feat(billing): add plan_billing sibling table for Stripe + catalog metadata
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-06 19:14:30 -04:00
143c979975 feat(auth): add oauth_identities table for Google/Microsoft sign-in
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-06 19:14:30 -04:00
b49772f1a1 feat(models): Phase 1 SQLAlchemy models — SessionFact, SessionSuggestedFix, DraftTemplate, AccountSettings
Backs the schema added in 210d310 with SQLAlchemy 2.0 models.

- SessionFact: "What we know" facts with polymorphic source_ref pointing
  at task-lane item UUIDs inside ai_sessions.pending_task_lane (not a FK
  per Section 4.2).
- SessionSuggestedFix: AI-proposed resolutions with supersession tracking
  and the full user_decision state machine.
- DraftTemplate: post-resolve templatization queue with promotion to
  script_templates.
- AccountSettings: per-account JSONB preferences grab-bag with async
  classmethod helpers — get_setting(db, account_id, key, default) reads
  without creating, set_setting(db, account_id, key, value) upserts via
  Postgres ON CONFLICT + jsonb `||` merge so existing keys are preserved.
  Lazy row creation matches the Phase 1 design.

Column additions on existing models to mirror the migration:
- AISession: resolution_note_* / escalation_package_* / state_version
  (the preview-cache-invalidation counter consumed by Phase 3).
- ScriptTemplate: source_session_id / source_user_id / source_ticket_ref
  (provenance for templates promoted from DraftTemplate).

All four new models registered in app.models.__init__ and __all__.
TYPE_CHECKING-guarded relationship imports throughout, matching the
repo's existing model style.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-17 18:35:00 +00:00
chihlasm
abd79bc763 feat: extract network map builder from PR 124 (#137)
* feat: add device_types table with system seed data

Creates DeviceType SQLAlchemy model and migration 073 that provisions the
device_types table with 28 system-seeded device types across 7 categories
(network, compute, storage, cloud, endpoint, infrastructure, security).

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add network_diagrams table

Create NetworkDiagram SQLAlchemy model with JSONB nodes/edges, team-scoped with client/asset metadata, and Alembic migration 074.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add Pydantic schemas for device types and network diagrams

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add device types CRUD router

Adds GET/POST/PUT/DELETE endpoints at /device-types with team-scoped access. System types are read-only; custom types are scoped to the creating team.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add AI generation service for network diagrams

Adds network_diagram_ai_service.py with generate_diagram() function that
calls the AI provider to convert plain-English network descriptions into
structured DiagramNode/DiagramEdge data. Registers the action in
ACTION_MODEL_MAP as a standard-tier route.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add network diagrams CRUD + AI generate + export/import router

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add TypeScript types for network diagrams

Adds all interfaces for network diagrams and device types including
DiagramNode, DiagramEdge, DeviceProperties, NetworkDiagramResponse,
AI generate request/response, import/export shapes, and list item types.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* feat: add frontend API clients for device types and network diagrams

Adds deviceTypesApi (list, create, update, remove) and networkDiagramsApi
(list, get, create, update, archive, duplicate, exportJson, importJson,
aiGenerate, listClients) following the existing apiClient module pattern.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* feat: add device registry, DeviceNode, ConnectionEdge for React Flow

Creates the React Flow building blocks for the network diagram editor:
device type registry with icon/color mappings, DeviceNode component with
status indicators and connection handles, ConnectionEdge with per-type
styling, and nodeTypes/edgeTypes registration maps.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add DeviceToolbar panel with search, categories, drag-drop, custom type creation

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add PropertiesPanel for node and edge property editing

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add AIAssistPanel with replace and merge modes

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add NetworkCanvas wrapper and DiagramHeader components

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add DiagramEditor page assembling all panels with auto-save and AI generation

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add Network Diagrams list page with search, client filter, import

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add Network Maps to sidebar navigation and router

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: resolve TypeScript errors in DeviceToolbar and DiagramEditor

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: resolve stale selection bug in network diagram PropertiesPanel

Selection state now stores IDs and derives objects from live arrays,
so edits in PropertiesPanel inputs reflect immediately.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add React Flow UI foundation components for network diagrams

BaseNode (structured node shell with header/content/footer slots),
BaseHandle (styled connection handle), LabeledHandle (handle with
port label), NodeStatusIndicator (status border effect),
NodeTooltip (hover details via NodeToolbar).

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add LabeledGroupNode and AnimatedSvgEdge components

GroupNode for subnet/VLAN/site grouping with positioned label badge.
AnimatedSvgEdge for traffic flow visualization with animated SVG
shape along edge path. Both registered in type maps.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* refactor: DeviceNode uses BaseNode, BaseHandle, StatusIndicator, Tooltip

Replaces hand-rolled node layout with composable React Flow UI
components. Status is now a border effect instead of a dot.
Hover tooltip shows hostname, IP, vendor, role, notes.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add grouping toolbar items and traffic flow toggle

DeviceToolbar gets Subnet/VLAN/Site/DMZ grouping section with
drag-drop. PropertiesPanel gets Show Traffic toggle that switches
edges between connection and animated types. DiagramEditor handles
both device and group node drops.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: address code review findings for React Flow UI integration

- Use screenToFlowPosition() for drop coordinates (fixes zoom/pan bug)
- Remove duplicate selection border from DeviceNode (BaseNode handles it)
- Add w-full to GroupNode for proper container sizing
- Remove unused 'selected' destructuring from DeviceNode

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add ISP icon to network diagram device registry

Globe icon with accent color, under cloud category.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: improve drag-and-drop feel in network diagram editor

Grip icons on draggable toolbar items, press effect on drag start,
dashed border overlay with 'Drop to add' text when dragging over canvas.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add ContextMenu component for network diagram editor

Charcoal-styled context menu with action factories for node
and canvas variants. Viewport-clamped positioning, auto-dismiss
on click outside, escape, or scroll.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add useCanvasShortcuts hook for copy/paste/duplicate

Keyboard shortcuts with preventDefault and input guard.
Clipboard stores nodes with relative positions and edge indices.
Paste computes canvas center via screenToFlowPosition.
Duplicate offsets +30px. Supports both device and group nodes.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: wire context menu and keyboard shortcuts into diagram editor

Right-click context menus for nodes (copy/duplicate/delete) and
canvas (paste/select-all/fit-view). Right-click selects the node
per spec. serializeNodes now handles group nodes correctly.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: context menu dismisses on pane click, ISP in toolbar

Context menu now closes when clicking anywhere on the canvas via
onPaneClick prop. ISP device added as built-in toolbar item under
Internet section so it's always available without a database entry.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: backend code review fixes for network diagrams

- Replace legacy Optional imports with modern str | None syntax
- Type JSONB columns as Mapped[list[dict[str, Any]]]
- Escape SQL LIKE wildcards (%, _) in diagram search
- Type DiagramNode.position as Position(x, y) Pydantic model
- Wrap AI response parsing in KeyError handler for clean 422 errors
- Remove unused Optional/TYPE_CHECKING imports from schemas/models
- Extract _get_available_slugs helper to DRY duplicate queries

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: network diagram editor UX — straight edges, snap-to-grid, ISP in Cloud, group resize

- Straight edges: replace SmoothStepEdge with BaseEdge + getStraightPath so
  connections draw direct diagonal lines instead of orthogonal bent paths
- Snap-to-grid: add snapToGrid/snapGrid=[20,20] to NetworkCanvas so nodes
  align consistently when dragged
- ISP in Cloud: remove standalone "Internet" sidebar section, inject ISP into
  the Cloud category loop with search support and correct item count
- Group node resize: add NodeResizer to GroupNode (subnet/VLAN/site/DMZ),
  handles visible when selected; dimensions saved/restored correctly on
  reload (also fixes group node load bug where type was always 'device')
- DiagramNode type: add nodeType and style optional fields

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: network diagram team_id guard + multi-style edge routing

Backend:
- Guard create_diagram with 422 if current_user.team_id is None (prevents
  NOT NULL constraint crash for accounts not yet assigned to a team)
- Add routing field to DiagramEdge schema (straight/curved/step)

Frontend:
- ConnectionEdge now supports straight (default), curved (bezier), and
  step (smooth-step) routing per-edge via routing field in edge data
- PropertiesPanel Connection section gets a Line Style toggle:
  Straight | Curved | Step buttons, active state highlights in accent
- handleEdgeUpdate and serializeEdges now propagate the routing field
- DiagramEdge type gets optional routing field

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* feat: network diagrams UX overhaul — icons, empty canvas, properties panel

- Colorize: semantic category colors for all device types (network=blue,
  security=orange, compute=emerald, endpoint=amber, storage=violet,
  cloud=cyan, infra=steel); better icons (Router, ShieldAlert, Boxes,
  Package, Gauge, PlugZap, Video, Radio); MiniMap uses category colors
- Onboard: centered AI generate prompt on empty canvas with 5 MSP-specific
  example chips, ⌘↵ shortcut, spinner; AIAssistPanel only shown with nodes
- Arrange: properties panel — status badge grid at top, fields grouped into
  Network (IP/Subnet/VLAN) and Hardware (Hostname/Vendor/Model/Role) sections
- Delight: segmented topology color bar on listing cards; backend returns
  category_counts via single extra query on list endpoint
- Harden: real PNG export via html-to-image + getNodesBounds/getViewportForBounds
- Polish: ChevronDown replaces unicode ▾, click-outside for client filter,
  consistent spinner in empty prompt

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* chore: drop changelog noise from network extraction

* fix: align network map builder with account isolation

* feat: add manual create option for network maps

* feat: make manual network map creation easier to discover

* fix(network-maps): address design critique — harden, normalize, clarify, polish

- Archive: two-step inline confirm in card dropdown menu
- Delete Device/Edge: two-step inline confirm in PropertiesPanel footer
- Context menu Delete: floating confirm bar instead of immediate deletion
- AI Generate New: two-step confirm when replacing existing diagram nodes
- DiagramHeader: show 'Unsaved changes' in amber when isDirty and not saving
- deviceRegistry: SECURITY_COLOR #f97316 → #f87171 (deprecated ember orange removed)
- CanvasEmptyPrompt: remove backdrop-blur (design system violation)
- CanvasEmptyPrompt: remove redundant 'Skip AI' bottom button (duplicate of Build manually card)
- CanvasEmptyPrompt: rounded-xl/rounded-2xl → rounded-lg, border-2 → border
- Topology bar: h-1 → h-2 + native tooltip with category breakdown
- AIAssistPanel: replace pulse-dot loading with spinner (consistent with rest of feature)
- ContextMenu: add shadow-lg (consistent with other dropdowns)
- DeviceNode tooltip: Position.Bottom → Position.Top (avoids canvas-edge clipping)
- CanvasEmptyPrompt: raise ⌘↵ hint from /50 opacity to full text-muted-foreground

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* feat(network-maps): bring to front / send to back layering for nodes

Three entry points for z-index control:
- Right-click context menu: Bring to Front / Send to Back with ] / [ shortcuts, separated by dividers from copy/delete groups
- Properties panel: Layer row with Bring Front + Send Back buttons, tooltip shows keyboard shortcut
- Keyboard: ] brings selected node(s) to front, [ sends to back (skips when input focused)

Context menu also gains divider support (dividerBefore flag) for visual grouping.
Layering handlers use max/min zIndex across all nodes so repeated presses always stack correctly.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: swap switch icon from Layers → Network (Lucide)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* feat: icon size picker (S/M/L) on device nodes

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* feat: drag-to-resize device nodes + BrickWallFire for firewall

- NodeResizer on DeviceNode (same pattern as group nodes); icon scales
  proportionally with node width, clamped 16–60px
- Removes S/M/L static picker — resize is now direct manipulation
- firewall: ShieldAlert → BrickWallFire

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* chore: trigger Railway rebuild

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: add missing hero_001.jpg to git (was untracked, broke Railway deploy)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: ShieldAlert still referenced in CATEGORY_DEFAULTS after icon swap

Removed ShieldAlert from imports when swapping firewall icon to BrickWallFire
but left it in CATEGORY_DEFAULTS — runtime crash, device toolbar empty.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix(network): proportional node resize with locked aspect ratio

Nodes grew into rectangles because NodeResizer had no aspect ratio
constraint, minWidth != minHeight, and icon/text only scaled from width.

- DeviceNode: add keepAspectRatio + equal minWidth/minHeight (80×80),
  maxWidth/maxHeight (280×280), scale icon and label/IP font sizes from
  Math.min(width, height) so all content grows uniformly
- DiagramEditor: set explicit 120×120 style on dropped device nodes so
  React Flow has a definite starting size for aspect ratio calculation
- DiagramEditor: persist device node style (width/height) in
  serializeNodes and restore it on load so size survives save/reload

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix(lint): suppress ESLint errors in network diagram components

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-13 02:38:01 -04:00
chihlasm
b4b8c67d3b feat: Phase 1 Group 10 — create global content tables and platform account
Creates template_trees and platform_steps (no account_id, no RLS).
Migrates is_default=TRUE trees and public steps into them.
Creates sentinel platform account (00000000-...-0001) for global
tree_categories, tree_tags, step_categories, step_library, and
is_default trees — clearing all NULL account_id rows in those tables
as prerequisite for Group 9 SET NOT NULL.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-09 05:31:33 +00:00
chihlasm
c9798514a9 feat: add SessionResolutionOutput model and register all 4 branching models
Introduces the session_resolution_outputs table for the three resolve
deliverables (psa_ticket_notes, knowledge_base, client_summary) with
UNIQUE(session_id, output_type) for safe upsert on regeneration.
Also registers SessionBranch, ForkPoint, SessionHandoff, and
SessionResolutionOutput in models/__init__.py so Alembic and the app
pick them up automatically.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-24 08:23:48 +00:00
73c529d6f3 feat: beta feedback widget — frictionless in-session feedback
Full-stack beta feedback system:

Backend:
- BetaFeedback model with reaction, category, text, page context
- POST /feedback/beta (any auth user), GET /feedback/beta (admin, filtered)
- Alembic migration 065 with indexes on user_id, reaction, created_at

Frontend:
- Persistent "Feedback" tab on right edge of all authenticated pages
- Slide-out panel: quick reaction (👍😐👎), category pills, optional text
- Auto-captures page URL and FlowPilot session ID
- Hidden on mobile (<640px), closes on Escape/outside click
- Shows "Thanks!" confirmation then auto-closes

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-23 13:12:06 +00:00
e356103408 feat(search): add semantic similar session matching via Voyage AI embeddings
Adds vector-based similar session discovery using the existing Voyage AI
embedding infrastructure and pgvector cosine similarity search.

- New AISessionEmbedding model with vector(1024) column
- session_embedding_service: generate + upsert embeddings, find similar sessions
- Embeddings generated on session create (from problem_summary/domain) and
  updated on resolve (adds resolution_summary)
- GET /ai-sessions/{id}/similar endpoint returns top-N similar sessions
- Migration a7c9e3b1f402 creates ai_session_embeddings table

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 03:48:09 +00:00
c7d602cfa5 feat(evidence): add S3 storage service and file_uploads model
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 03:15:37 +00:00
779b29dbc4 feat(analytics): add flow tracking columns and psa_activity_logs table
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 00:00:34 +00:00
0f750e63e0 feat(notifications): add Phase 4 Slice 2 — multi-channel notification system
Full notification infrastructure with in-app, email, Slack, and Teams channels:

Backend:
- NotificationConfig, NotificationLog, Notification models + migration
- Notification service with event routing, channel delivery, retry logic
- 9 API endpoints (config CRUD + in-app notifications)
- APScheduler retry job with exponential backoff (30s, 2m, 10m)
- Wired into escalation, proposal approval, and knowledge flywheel
- Pydantic event key validation, cross-tenant protection on recipients

Frontend:
- TypeScript types + API client for all notification endpoints
- NotificationsPanel: bell icon with unread badge, dropdown, mark-read
- NotificationSettings: channel config, event toggles, test, delete confirm
- Notifications tab on IntegrationsPage
- ARIA attributes, Escape handler, settings link on panel

Review fixes (13 issues resolved):
- notify() no longer commits/rolls back caller's transaction (critical)
- retry_failed_notifications returns count instead of None (critical)
- NotificationSettings moved inside dedicated tab (critical)
- target_user_ids scoped by account_id (security)
- Email loop collects all failures before raising
- Slack webhook validates response body
- events_enabled rejects unknown event keys
- link column widened to String(500)
- Dead code removed from _auto_reinforce
- Delete confirmation, ARIA, Escape key support

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-19 12:37:54 +00:00
9bad49d568 feat(knowledge-flywheel): add Phase 3 Knowledge Flywheel — AI analysis, review queue, analytics
Phase 3 implementation:
- AI session analysis service that generates flow proposals from resolved sessions
- APScheduler job for batch processing pending analyses (max_instances=1)
- Knowledge gap detection (weak options, high escalation signals)
- Flow proposals CRUD with team admin review workflow (approve/edit/dismiss/reject)
- FlowPilot analytics dashboard with confidence tiers, PSA metrics, knowledge gaps
- In-session script generator component
- Review queue page with filtering and proposal detail panel

Bug fixes from review (12 total):
- Fix "Edit & Publish" navigating to non-existent /editor/new route
- Hide Approve button for enhancement proposals (require Edit & Publish)
- Add max_instances=1 to scheduler to prevent TOCTOU race
- Fix eventual_success case() double-counting failed retries
- Add tree_structure validation before creating tree from proposal
- Simplify script generator rendering condition
- Add severity style fallback, toFixed on rates, Link instead of <a href>
- Add toast.warning on dismiss failure, fix dedup for domain-less sessions
- Cast Decimal to int in knowledge gap evidence dicts

Also updates CLAUDE.md with lessons 67-71 and Phase 3 project structure.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-19 05:12:10 +00:00
5494816b06 feat(ai-session): add FlowPilot AI-powered troubleshooting sessions
Implements Phase 1 of the FlowPilot-First pivot — the core AI session
experience where engineers describe a problem and FlowPilot guides them
through structured diagnosis with selectable options, free-text escape
hatches, and auto-generated documentation on resolution.

Backend: AISession + AISessionStep models, FlowPilot Engine (LLM
orchestration with structured JSON output), Flow Matching Engine v1
(semantic + keyword + recency scoring), 8 API endpoints with auth,
rate limiting, and AI quota enforcement.

Frontend: Intake screen, conversational session view with sidebar,
step cards with options/actions/resolution suggestions, resolve/escalate
modals, documentation view with rating, session history integration,
and /pilot route with sidebar navigation.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-18 14:27:36 +00:00
chihlasm
f16a686fb4 feat: add onboarding, branding, and supporting data models, migrations, and schemas
Add onboarding_dismissed and branding columns (logo_data, logo_content_type,
company_display_name) to users and teams models. Create SessionSupportingData
model for attaching text snippets and screenshots to sessions. Add Pydantic
schemas for onboarding status, branding responses, and supporting data CRUD.
Update SessionExport to accept pdf format.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-16 23:51:42 -04:00
chihlasm
46865882c6 feat: ConnectWise PSA integration (#106)
PSA abstraction layer with provider pattern, ConnectWise integration (connection management, ticket linking, note posting, status updates, member mapping), Integrations page UI, Fernet credential encryption, in-memory TTL cache, 6 DB migrations, ConnectWise API reference docs.
2026-03-15 01:45:35 -04:00
chihlasm
d4dbf44781 feat: Script Generator Phase 1+2 — backend, engine, API, frontend, template editor, parameter detector
Complete Script Generator feature including:

Backend:
- ScriptCategory, ScriptTemplate, ScriptGeneration models
- ScriptTemplateEngine with substitution, filters, sanitization
- CRUD + share API endpoints with permission checks
- Integration tests for permissions and sharing
- Migration 057 with AD User Management seed templates

Frontend — Script Library:
- Browse templates with category tabs and search
- Configure pane with parameter form and script generation
- Script preview with live substitution and copy/download
- scriptGeneratorStore Zustand store

Frontend — Template Editor:
- Full CRUD form with metadata, script body (Monaco Editor), parameters
- ParameterSchemaBuilder with visual builder + JSON toggle
- ScriptManagePage with routing and nav link

Frontend — Parameter Detector:
- Client-side PowerShell parameter detection engine
- Detects script-level param() blocks and variable assignments
- Type inference from PS type annotations and value patterns
- ParameterDetectorStepper one-by-one review UI with accept/skip

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-14 20:18:59 -04:00
Michael Chihlas
71ff4a8c35 feat: KB Accelerator — convert KB articles into interactive flows
Full-stack implementation of the KB Accelerator feature that converts
static MSP knowledge base articles into interactive troubleshooting
and procedural flows using AI.

Backend:
- Migrations 054/055: kb_imports, kb_import_nodes tables + plan_limits KB columns
- SQLAlchemy models with relationships and self-referential node hierarchy
- Text extraction service (txt, paste, docx with structural metadata)
- AI conversion service with MSP-specialist prompts for both flow types
- 8 API endpoints: upload, get, list, convert, edit node, commit, delete, quota
- Tier-gated access via plan_limits (free: 3 lifetime, pro/team: unlimited)
- 8 integration tests covering upload, get/list, quota, commit, delete

Frontend:
- TypeScript types and API client for all KB Accelerator endpoints
- Multi-step wizard page: upload → processing → review → success
- Upload screen with paste/file tabs, drag-drop, target type selector
- Two-panel review screen with source highlighting and node cards
- Per-node actions: approve, edit, regenerate, insert, delete
- Confidence color indicators (green/amber/red)
- Sidebar navigation with Sparkles icon
- Code-split lazy-loaded route at /kb-accelerator

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 20:56:28 -04:00
chihlasm
56ae39ca01 feat: add SurveyInvite model
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-05 01:39:29 -05:00
chihlasm
4d2c4930fd feat: Slate & Ice Modern aesthetic redesign (#94)
* chore: update Google Fonts to Bricolage Grotesque, IBM Plex Sans, JetBrains Mono

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* chore: update Tailwind config to Slate & Ice theme colors and fonts

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: update CSS variables and glass-card utilities for Slate & Ice theme

- Replace all color variables with Slate & Ice palette
- Add glass system vars (--glass-bg, --glass-blur, --shadow-float)
- Replace legacy glass-card with new variable-driven glass classes
- Add breatheGlow, bellWobble, slideDown, fadeInRight keyframes
- Update font references to IBM Plex Sans and Bricolage Grotesque

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: recolor BrandLogo to cyan gradient, split BrandWordmark for gradient Flow text

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: update TopBar with glassmorphism backdrop and cyan accent styling

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: update Sidebar with glassmorphism backdrop

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add ambient atmosphere gradient orbs behind app shell

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: update QuickStats and SessionsPanel with glass-card styling

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add WeeklyCalendar, QuickActions, OpenSessions, RecentActivity dashboard components

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: redesign dashboard layout with calendar, open sessions, and glass-card panels

New layout: greeting → calendar+actions → sessions+stats → activity
Replaces old QuickStats and SessionsPanel with new dashboard components

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: replace remaining purple hex references with ice-cyan accent

Sweep of hardcoded purple hex values (#818cf8, #6366f1) replaced with
new cyan accent (#06b6d4) in QuickActions, RecentActivity, QuickLaunch,
and SVG brand assets.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* docs: update CLAUDE.md branding and design system for Slate & Ice Modern

Updated Last Updated date, branding section (fonts, colors, glass
utilities, atmosphere orbs), component styling rules, and Design System
section to reflect the new ice-cyan glassmorphism theme.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* docs: add Slate & Ice Modern design doc and implementation plan

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: redesign login page with Slate & Ice Modern design system

Apply glassmorphism styling, atmosphere orbs, branded wordmark, and
consistent design tokens to match the updated app shell aesthetic.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: raise TopBar z-index so profile dropdown renders above main content

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add AI assistant with in-session copilot and standalone chat with RAG

Implements three-phase AI assistant feature:
- Phase 0: RAG infrastructure with pgvector embeddings, Voyage AI integration,
  tree chunking service, and semantic search over team's flow library
- Phase 1: In-session copilot panel during flow navigation with contextual
  AI help, current step awareness, and suggested related flows
- Phase 2: Standalone AI chat page with persistent conversation history,
  pin/delete, and configurable retention policies (account-level)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add account management, email verification, AI fixes, and user guides

- Profile settings, account transfer, delete/leave account flows
- Email verification with JWT tokens and Resend integration
- AI assistant/copilot fixes: markdown rendering, shared RAG helpers,
  token tracking, input refocus, model_validate usage
- User guides hub + detail pages with 13 topic guides
- Sidebar and top bar navigation for guides

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: prevent stale chunk errors after deployments

- Set Cache-Control no-cache on index.html in nginx so browsers always
  fetch fresh chunk references after a deploy
- Auto-reload on chunk load failures (stale deploy detection) with
  loop prevention via sessionStorage
- Show friendly "App Updated" message if auto-reload doesn't resolve it

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add email verification toggle to admin settings

Adds platform-level toggle to enable/disable email verification.
When disabled, the verification banner is hidden and the send
endpoint returns 403.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-04 20:44:25 -05:00
chihlasm
ccd178b02e feat: add ai_chat_sessions database model and migration
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-27 03:42:10 -05:00
chihlasm
97cd297f46 feat: AI-assisted flow builder with 4-stage wizard (#87)
* feat: AI-assisted flow builder with 4-stage wizard

Implements the complete AI flow builder feature using a guided 4-stage
wizard (Foundation → Scaffold → Branch Detail → Review & Assemble).
AI assists at bounded points using Claude Haiku for cost-efficient
structured JSON generation (~$0.01-0.03/flow).

Backend: new models (ai_conversations, ai_usage), Alembic migration,
quota enforcement with billing anchor, Anthropic API integration with
prompt caching, tree validation, conversation CRUD with 24h TTL,
APScheduler cleanup job, 5 API endpoints, Pydantic schemas.

Frontend: TypeScript types, API client, Zustand store for wizard state,
7 components (modal, step indicator, foundation form, branch selector,
branch detail view, tree preview, quota display), MyTreesPage integration
with "Build with AI" button (hidden when AI not configured).

Tests: 14 validator unit tests + 11 endpoint integration tests with
mocked Anthropic (zero real API spend). All 25 tests passing.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* docs: dashboard design doc and implementation plan

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: Phase 1 — pinnedFlowsStore, pagination hook, cached quota hook, sidebar refactor

- Add pin() to pinnedFlowsApi
- Create pinnedFlowsStore (Zustand) — single source of truth for pin state
- Add dashboardMyFlowsView preference to userPreferencesStore
- Create usePaginationParams hook (URL-synced)
- Create useCachedQuota hook (5-min TTL)
- Sidebar uses pinnedFlowsStore instead of local state

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: Phase 2 — pin/favorite buttons on all library view components

- TreeGridView: star in top-right corner of cards
- TreeListView: star at end of each row
- TreeTableView: dedicated leftmost Favorite column
- All with proper a11y (aria-label), event isolation, loading states

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: Phase 3 — Library page create dropdown + AI Builder + pin wiring

- Replace single Create link with dropdown menu (3 flow types + AI Builder)
- Wire pinnedFlowsStore to all view components
- AI Builder modal integration via useCachedQuota hook

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: Phase 4 — Dashboard refactor with Favorites grid + paginated My Flows

- Favorites section: compact grid from pinnedFlowsStore, max 2 rows, expandable
- My Flows: author_id filter, URL-synced pagination (10/25/50/All)
- View toggle (grid/list/table) with independent preference
- Skeleton loaders, empty states with CTAs
- Create dropdown with AI Builder option
- 500-item ceiling for "Show All" mode

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: Phase 5 — Sidebar pinned section dual collapse + show more/less

- Header collapse hides entire section, resets to 5 items on re-expand
- List truncation: show first 5, "Show more (N)" expands to all
- Clicking a flow auto-collapses back to 5
- Smooth max-height CSS transition (250ms ease-out)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: stabilize usePaginationParams to prevent infinite re-render loop

allowedPageSizes array was recreated every render as a useMemo dep,
causing infinite updates. Use useRef to stabilize the reference.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: remove Set-based Zustand selectors causing infinite re-render loop

Zustand selectors returning new Set() on every call fail Object.is
equality check, triggering continuous re-renders. Replaced with
useMemo-derived Sets in consuming components.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: pin route ordering and star icon overlap in grid view

Move GET /pinned and PATCH /pinned/reorder before GET /{tree_id} to
prevent FastAPI from matching "pinned" as a UUID path parameter (422).
Relocate star button from absolute positioning into the header row to
avoid overlapping privacy icons and category badges.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: code review fixes — date calc, input validation, rate limits, shared components

- Fix monthly_reset_at crash when billing anchor day exceeds next month's length
- Add environment_tags sanitization (max 20 tags, 100 chars each) to prevent prompt injection
- Add @limiter.limit("10/minute") rate limiting to all AI endpoints
- Use getTreeNavigatePath() routing helper instead of hardcoded paths
- Extract shared CreateFlowDropdown component from QuickStartPage and TreeLibraryPage
- Clear useCachedQuota on logout to prevent stale data across user sessions
- Add useRef guard to scaffold useEffect to prevent potential double-fire
- Use node.id as React key instead of array index in BranchDetailView
- Remove redundant dead logic in ai_tree_validator

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: correct Anthropic model ID to full dated version

claude-haiku-4-5 is not a valid model alias — Anthropic requires the
full dated model ID claude-haiku-4-5-20251001.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: strip markdown code fences from AI JSON responses

Haiku sometimes wraps its JSON in ```json ... ``` despite the prompt
instructing otherwise. Strip fences before parsing to avoid JSONDecodeError
at char 0.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: increase branch_detail max_tokens to 8192 and add response logging

Truncated output at 4096 tokens produces invalid JSON mid-generation.
Also logs stop_reason and output_tokens per attempt to diagnose failures.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: pass explicit status='draft' when creating AI-generated flow

Tree model defaults to 'published' in the DB schema, but passing status=None
from the constructor overrides that default, causing a nullable=False violation
and a 500 on save.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: auto-advance branch detail and pin navigation bar

- Auto-advance to next undetailed branch after generation completes,
  using a useEffect that watches the count of detailed branches
- Cap tree preview at max-h-48 with internal scroll so the nav bar
  is never pushed off screen
- Make nav bar sticky bottom-0 with bg-card so it stays visible
  regardless of content height

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: increase branch retries to 3 and relax cross-reference validation on final attempt

next_node_id mismatches are a common model hallucination that the retry
prompt doesn't reliably fix. On the final (3rd) attempt, accept the branch
with strict=False so only truly fatal errors (missing fields, dead ends,
bad JSON) cause a hard failure. Cross-reference issues are minor and
fixable in the tree editor.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: strengthen prompt to prevent next_node_id mismatches, keep strict validation

Rather than lowering the validation bar, improve the system prompt:
- Rule 6 now explicitly states next_node_id must match a direct child's id
- Added rule 10: build tree bottom-up to avoid forward-reference errors
- Corrective prompt now calls out the ID mismatch constraint specifically

Reverts the strict=False fallback — flows must be correct before saving.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: persist branch viewing index in store to survive phase remounts

Local useState resets to 0 every time phase transitions from 'generating'
back to 'detailing', causing the view to snap back to branch 1.

Move viewingIndex to store's currentBranchIndex (already existed) and
advance it in generateBranchDetail after success. Component reads from
store so remounts no longer lose position.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: correct publish validation to check title instead of action/solution fields

The publish validator was checking for an 'action' field on action nodes
and a 'solution' field on solution nodes, but the actual node schema
(confirmed from seed data and frontend types) uses 'title'/'description'.
This caused all AI-generated trees to fail publish validation.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: correct action node schema and improve AI flow quality

- Fix action nodes to use next_node_id (not children) for continuation,
  matching how TreeNavigationPage.tsx navigates action nodes
- Validator now requires next_node_id on all action nodes and flags
  missing ones as broken dead ends
- Update _check_branch_termination: action nodes are not dead ends since
  they continue via next_node_id (validated separately)
- Improve scaffold prompt: branch names must describe observable symptoms
  users can self-identify, not internal category names
- Update branch_detail prompt with clearer action node schema, corrected
  few-shot example showing proper next_node_id on action nodes
- Improve assemble_tree root question to be more user-facing

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* docs: add AI flow builder gotchas to CLAUDE.md (#23-25)

- Action nodes use next_node_id (not children) for navigation
- Anthropic model IDs require full dated version string
- Claude API may wrap JSON in markdown fences

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: resolve CI lint errors and httpx dependency conflict

- Fix httpx version conflict: requirements-dev.txt now uses >=0.27.0 to match requirements.txt
- Extract CSAT helper functions to csatUtils.ts to fix react-refresh/only-export-components
- Remove default export from admin/EmptyState.tsx shim (same rule)
- Fix empty catch block in Modal.tsx (no-empty)
- Add eslint-disable comments for intentional setState-in-effect patterns in
  FlowAnalyticsPanel, QuickLaunch, NodeEditorPanel, useCachedQuota,
  MyAnalyticsPage, TeamAnalyticsPage
- Add eslint-disable comments for intentional _children destructure in NodeEditorPanel
- Fix _parentId unused var in useTreeLayout.ts
- Rewrite usePaginationParams.ts to avoid reading refs during render

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: update tests to match action node schema (next_node_id, not children)

- Update _make_valid_tree() in test_ai_tree_validator to use next_node_id
  on action nodes (solution is a sibling, not a child)
- Fix test_dead_end_action_node → test_dead_end_decision_node (action nodes
  don't have child-based dead ends; dead ends are decision nodes with no children)
- Add test_action_missing_next_node_id for the new validation rule
- Update BRANCH_DETAIL_JSON in test_ai_endpoints to use next_node_id pattern
- Update test_draft_trees.py to use "title" field for action/solution nodes
  (tree_validation.py was updated this branch to require "title" not "action"/"solution")

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: update remaining tests and session_to_tree for title field rename

- test_tree_validation.py: replace "action"/"solution" content fields with "title"
- test_procedural_flows.py: update solution node fixtures to use "title"
- test_save_session_as_tree.py: update fixtures and assertions for "title" field
- session_to_tree.py: generate "title" instead of "action"/"solution" on converted nodes;
  fall back to legacy field names when reading from old tree snapshots for compatibility

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-23 00:03:54 -05:00
chihlasm
38e9b7c4a8 feat: add feedback database model and migration
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-18 17:39:44 -05:00
chihlasm
5abff028bc feat: APScheduler integration for maintenance flow auto-session creation
- Add backend/app/core/scheduler.py with AsyncIOScheduler, CronTrigger-based
  job registration, and _fire_maintenance_schedule to create batch sessions
- Wire scheduler.start()/load_all_schedules()/shutdown() into main.py lifespan
- Call register_schedule() in create_schedule endpoint after commit
- Call register_schedule()/unregister_schedule() in update_schedule based on is_active
- Add TreeShare to models/__init__.py so all SQLAlchemy mapper relationships
  resolve before ORM queries in the scheduler context

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
2026-02-17 14:21:29 -05:00
chihlasm
25cc16da3a feat: add maintenance_schedules table, schema, and CRUD endpoints
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
2026-02-17 13:20:55 -05:00
chihlasm
0c2d4ba685 feat: add target_lists table, schema, and CRUD endpoints
Introduces the TargetList model (team-scoped JSONB target arrays),
Pydantic schemas, and full CRUD REST API at /target-lists/.
Includes Alembic migration and 5 integration tests (TDD).

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
2026-02-17 11:16:40 -05:00
chihlasm
bd12ced5ee feat: analytics dashboards & two-tier feedback system (#78)
* docs: add analytics & user feedback design document

Covers team analytics, personal analytics, flow analytics,
step-level thumbs up/down feedback, and flow CSAT ratings.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* docs: add analytics & feedback implementation plan

12-task TDD plan covering session ratings, step feedback,
team/personal/flow analytics endpoints, and frontend pages.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add session_ratings table and analytics indexes

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add SessionRating model and analytics schemas

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add session CSAT rating endpoint with tests

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add step thumbs feedback and /ratings alias routes

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add team, personal, and flow analytics endpoints

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add recharts, analytics types, and API client

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add inline step thumbs up/down feedback during sessions

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add CSAT rating modal after session completion

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add Team Analytics page with charts and leaderboards

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add Flow Analytics panel with step dropoff and CSAT data

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add My Analytics page with personal stats and charts

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-16 15:23:14 -05:00
chihlasm
fa709faa60 feat: UI design system - sidebar layout, workspace system, and shell redesign (#77)
* feat: add workspace system and sidebar layout (UI design system Phase A+B)

Backend: Workspace model, migration (036), schemas, CRUD API endpoints.
Adds workspace_id to trees and categories, seeds 4 default workspaces
per account, auto-assigns existing trees by tree_type.

Frontend: Complete AppLayout rewrite from top-nav to CSS Grid shell
with persistent sidebar + topbar. New components: WorkspaceSwitcher,
NavItem, CategoryList, TagCloud, TopBar, Sidebar. Dashboard components:
QuickStats, FiltersBar, SectionGroup, TreeListItem, SessionsPanel.
WorkspaceStore with localStorage persistence.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add command palette search, dashboard rewrite, and shell height fixes (Phase C)

- Add ⌘K command palette with debounced search across flows and sessions
- Rewrite QuickStartPage as dashboard with stats, filters, sessions panel
- Fix h-[calc(100vh-4rem)] → h-full across all pages for CSS Grid shell
- Add active session count badge to sidebar Sessions nav item

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add sidebar collapse, category/tag filtering, and workspace CRUD (Phase D)

- Sidebar collapse/expand toggle with icon-only rail mode (persisted)
- Sidebar category/tag clicks navigate to /trees with URL params
- TreeLibraryPage syncs filters from URL search params bidirectionally
- Workspace create modal with icon picker and auto-slug generation
- TopBar logo adapts to collapsed sidebar state

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add Quick Launch modal with actions and recent flows

- Zap button opens Quick Launch with create/navigate shortcuts
- Shows recent flows for quick session start
- Keyboard navigation support (arrows + enter)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add activity notifications panel with session feed

- Bell icon shows dot indicator for recent activity
- Dropdown panel shows recent sessions with status icons
- Links to session detail and sessions list page

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: remove workspace system, add pinned flows and label renames

Replace workspace system with pinned flows API (pin/unpin/list/reorder).
Rename user-facing labels: Tree→Flow, Procedure→Project. Add sidebar
nav sub-items for flow type filtering. Remove 11 workspace files,
add migrations 037-038, clean all workspace references.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: collapsed sidebar layout scaling and toggle button size

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* refactor: migrate auth pages to new design system

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* refactor: migrate TreeLibraryPage to new design system

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* refactor: migrate session pages to new design system

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* refactor: migrate TreeEditorPage to new design system

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* refactor: migrate TreeNavigationPage to new design system

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* refactor: migrate session sharing components to new design system

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* chore: remove workspace dropdown animation (dead code)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* refactor: migrate common components to new design system

Migrate 15 components from monochrome glass-card design to purple gradient
accent design system tokens (bg-card, border-border, text-foreground,
bg-gradient-brand, etc.)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* refactor: migrate procedural and step library components to new design system

Migrate 10 components from monochrome glass-card design to purple gradient
accent design system tokens.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* refactor: migrate admin pages and components to new design system

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* refactor: migrate remaining pages to new design system

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* refactor: migrate remaining components to new design system

Migrates 38 files: tree-editor forms, session modals, step library,
common components, library views, tree preview, and misc UI to use
design tokens (bg-card, border-border, text-foreground, bg-accent,
bg-gradient-brand) replacing old monochrome patterns.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: keep brand text visible on sidebar collapse, hide sub-items until hover

- TopBar: always show "ResolutionFlow" text regardless of sidebar state
- NavItem: sub-items (Troubleshooting, Projects) hidden by default,
  revealed on hover or when a child route is active

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-15 22:45:19 -05:00
chihlasm
ad59446332 feat: user management — admin create, password reset, archive/delete, quick invite
Phase 1: must_change_password enforcement + change password endpoint/page
Phase 2: Admin user creation (M365-style) with temp password
Phase 3: Password reset (self-service forgot + admin-triggered)
Phase 4: User archive (soft delete) + hard delete with precheck
Phase 5: Quick invite from admin Users page

Also fixes:
- Auto-create subscription for accounts missing one
- Hard delete precheck ignores sole-member personal accounts
- Seed script patches tree nodes for validation compliance

Migrations: 031 (must_change_password), 032 (password_reset_tokens), 033 (user soft delete)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-13 01:42:51 -05:00
Michael Chihlas
b570f8415f feat: implement full admin panel with dashboard, user management, and platform settings
Adds complete super_admin panel with 9 pages and account owner categories page.
Backend includes 5 new DB tables, ~25 API endpoints, settings manager with
in-memory cache, and 29 integration tests. Frontend includes reusable admin
components (DataTable, Pagination, ActionMenu, etc.) with code-split lazy loading.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-08 06:05:59 -05:00
Michael Chihlas
ffb14cd014 feat: add tree forking, custom step tracking, and session sharing
Implement three foundational schema features from the design doc:

- Tree forking with lineage tracking (migration 022): parent_tree_id,
  root_tree_id, fork_depth columns with self-referential FKs and
  composite analytics index
- Custom step enhancement: CustomStepSchema with source tracking
  (ad-hoc, step-library, forked-tree) for backward-compatible JSONB
- Session sharing (migration 023): session_shares and session_share_views
  tables with account-scoped visibility, cryptographic tokens, view
  tracking, and allow_public_shares account policy

Includes 21 new integration tests (9 forking, 12 sharing), SaaS
consultant-recommended denormalizations, rate limiting on public share
access, and test fixture fix for invite code requirement.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-07 19:10:47 -05:00
chihlasm
4ccb93ee31 feat: add account-based subscription model with migrations
Transition from team-based to account-based multi-tenancy (Free/Pro/Team).
Migrations 016-020 create accounts, subscriptions, plan_limits, and
account_invites tables, then migrate existing users and content FKs.

New models: Account, Subscription, PlanLimits, AccountInvite.
Updated models add account_id alongside existing team_id (coexistence
for safe two-PR deployment). Permissions and deps refactored for
account_role instead of is_team_admin.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-07 02:38:47 -05:00
chihlasm
3a5ac0f201 feat: add audit log table and integration with admin/tree endpoints
Creates AuditLog model with JSONB details column for tracking admin
actions. Integrates log_audit() helper into admin endpoints (role
change, team admin toggle, deactivate, activate) and tree delete.
IP address column reserved for future Railway proxy header support.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-05 23:28:41 -05:00
chihlasm
71ba0b95a5 fix: high-severity security hardening (Phase B permissions audit)
Phase B addresses 7 high-severity gaps from the permissions audit:

- B1: Enforce tree access check on session start via can_access_tree
- B2: Replace all inline permission helpers with centralized permissions.py
- B3: Fix require_engineer_or_admin to check is_team_admin before role
- B4: Add is_active field on User with enforcement in get_current_active_user
- B5: Add admin user management endpoints (list, get, role, team-admin, deactivate, activate)
- B6: Add rate limiting on auth/invite endpoints via slowapi (disabled in DEBUG)
- B7: Implement refresh token rotation with JTI-based revocation and meaningful logout

Also reduces access token TTL from 15 to 5 minutes and updates CLAUDE.md
with SaaS/MSP context for future planning sessions.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-05 22:44:05 -05:00
chihlasm
7803dc4522 Add step library foundation and user preferences (#24)
## Summary
Implements Phase 2.5 Step Library Foundation:

### Issues Completed
- #3 User Preferences - export format default setting
- #5 Step Categories - database table and seed data  
- #6 Step Library - database schema and migrations
- #7 Step Library - CRUD API endpoints
- #8 Step Library - rating and review system

### Changes
**Backend:**
- Migration 007: step_categories table with 10 seeded global categories
- Migration 008: step_library, step_ratings, step_usage_log tables
- Full CRUD API for step categories (/api/v1/step-categories)
- Full CRUD API for step library (/api/v1/steps) with search, filters, ratings
- CORS support for Railway PR environments (ALLOW_RAILWAY_ORIGINS)

**Frontend:**
- User preferences store (Zustand + localStorage)
- Settings page at /settings with export format dropdown
- Default export format applied in SessionDetailPage

### Testing
- Tested in Railway PR environment
- Database seeded with 7 MSP troubleshooting trees
- All API endpoints verified working
2026-02-03 02:07:46 -05:00
chihlasm
fafdaa50a5 Add tree organization system with categories, tags, and folders
Features:
- Categories: Global and team-specific tree categorization (admin-managed)
- Tags: Flexible tree tagging with autocomplete (author + admin)
- User folders: Personal tree collections with subfolder support
  - Hierarchical structure (max 3 levels deep)
  - Right-click context menu for folder management
  - Cascade delete for subfolders
- Filter trees by category, tags, and folder in library view

Backend:
- New models: Category, Tag, UserFolder with relationships
- New API endpoints for categories, tags, and folders
- Tree organization migrations (005, 006)

Frontend:
- FolderSidebar with hierarchical folder tree
- FolderEditModal for create/edit with color picker
- AddToFolderMenu for quick tree organization
- TagInput with autocomplete and TagBadges display
- Updated TreeMetadataForm and TreeLibraryPage

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-02 01:31:13 -05:00
Michael Chihlas
20c4c40a1f Add invite code registration system for beta
Backend:
- Add InviteCode model with single-use codes
- Add invite API endpoints (create, list, revoke, validate)
- Modify registration to require invite code when enabled
- Add REQUIRE_INVITE_CODE config toggle (default: true)
- Add Alembic migration for invite_codes table

Frontend:
- Add invite code field to registration page
- Validate invite code on blur with visual feedback
- Pass invite code to registration API

Admins can generate invite codes via /api/docs (Swagger UI).

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-01 00:08:06 -05:00
Michael Chihlas
52e8190211 Initial commit: Backend API Phase 1a complete
- FastAPI backend with JWT auth
- PostgreSQL database schema
- Trees and Sessions CRUD APIs
- Export functionality (Markdown, Text, HTML)
- Docker setup for local development
- Alembic migrations
2026-01-22 14:38:53 -05:00