547 Commits

Author SHA1 Message Date
chihlasm
02c19a7580 feat(network): add undo/redo shortcuts (Ctrl+Z/Y) and arrow key nudging
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-13 20:06:33 +00:00
chihlasm
a392d24101 feat(network): add undo/redo buttons to DiagramHeader
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-13 20:04:58 +00:00
chihlasm
b9c9bb548d fix(network): force re-render on undo/redo so canUndo/canRedo stay accurate
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-13 20:03:35 +00:00
chihlasm
662df2907d feat(network): add undo/redo snapshot history stack to DiagramEditor
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-13 20:01:21 +00:00
chihlasm
a71f082e25 feat: extract admin account management rework from PR 124 (#138)
* feat: reorganize admin panel around accounts

* feat: expand admin customer account controls

* feat: add admin account detail management

* fix: remove unused admin account icon import

* refactor: design critique fixes for account pages

- Admin accounts: replace dense card grid with compact DataTable
- Account settings: remove redundant hero card, stat grid, header pills
- Fix bg-accent (orange) misuse on decorative elements across 7 files
- Add ConfirmButton for destructive actions (deactivate, remove member)
- Replace single-field modals with inline editing (plan, trial)
- Add contextual help: display code tooltip, improved empty states
- Non-owner aside explanation for hidden owner-only sections
- Admin sidebar: group 11 items into 5 labeled sections
- Rename UsersPage.tsx → AccountsPage.tsx to match route
- Fix border radius consistency, hide zero-count badges

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

* fix: use get_admin_db for all new admin account endpoints

All admin endpoints query across tenants without a tenant context.
get_db (app-role, subject to RLS) was never imported and would crash
at runtime — replace all 6 occurrences with get_admin_db (BYPASSRLS).

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 04:44:51 -04:00
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
bd29f590a2 fix: set account_id on all Session constructors; fix 3 ESLint errors in CI
Backend: start_session, prepare_session, batch_launch_sessions all missing
account_id=current_user.account_id — Phase 1 NOT NULL constraint made these
500 in test suite (test_ratings.py fixture couldn't create sessions).

Frontend ESLint:
- TaskLane.tsx: suppress react-refresh/only-export-components for clearTaskState
- TeamSummary.tsx: init loading from isAccountOwner to avoid sync setState in effect
- ScriptBodyEditor.tsx: move lastValueRef.current assignment into useEffect

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 14:41:42 +00:00
chihlasm
290f2be2fd fix: resolve "sorry something went wrong" errors and show images in chat
Three fixes from beta tester session feedback:

1. MCP error handling (backend/app/services/assistant_chat_service.py)
   - The MCP Microsoft Learn integration was catching only BadRequestError.
     Any other error type (APIStatusError, APIConnectionError, timeout) from
     the external MCP server propagated as a 502, causing the generic error.
   - Now catches all Exception types when MCP is active and retries without
     MCP using the stable client.messages.create endpoint.

2. Frontend error UX (frontend/src/pages/AssistantChatPage.tsx)
   - catch {} was silently swallowing all errors and inserting a generic
     assistant message. Now: differentiates 429 (rate limit) vs 502/503
     (AI unavailable), removes the optimistic user message on failure,
     restores the failed message to the input so users can retry without
     retyping, and logs errors to console for debugging.

3. Image attachments visible in chat (frontend/src/components/assistant/ChatMessage.tsx)
   - Uploaded images were sent to the AI correctly but never shown in the
     chat thread. Now captures preview URLs before clearing pendingUploads
     and renders thumbnails above the user bubble, clickable to full size.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-07 13:09:16 +00:00
chihlasm
e8e12cc7e5 fix: move session lifecycle actions to header bar in AssistantChatPage
- Add persistent session header with title, status badge, Resolve,
  Escalate, and Update Ticket/Share Update buttons — mirrors
  FlowPilotSessionPage pattern exactly
- Update Ticket label when psa_ticket_id present, Share Update otherwise
- Full mobile support via ⋯ overflow menu (Resolve, Escalate, Update, Pause)
- Strip _(not yet completed)_ markers from stored conversation_messages
  in unified_chat_service to prevent stale task lane items from prior
  turns leaking into new sessions via the AI's re-include instruction
- Add currentChatRef guard to handleResumeNew (was missing unlike handleSend)
- Remove Update/Conclude from chatbar — toolbar is now input utilities only

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-07 06:31:24 +00:00
Michael Chihlas
f45b045943 refactor: resolve merge conflicts — combine main improvements with token normalization
- .gitignore: keep both graphify-out/ entries and main's .gitnexus entry
- ScriptCodeBlock/ScriptPreviewModal: take main's border-border and text-accent-text
  for filename labels; use neutral ghost style for Save button in ScriptCodeBlock;
  use bg-accent (normalized from bg-primary) for Save button in ScriptPreviewModal

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-06 20:23:36 -04:00
Michael Chihlas
cef853d7ea refactor: normalize FlowPilot/Assistant/ScriptBuilder to design system tokens
Replace hardcoded Tailwind color utilities with semantic CSS variable tokens
across 31 files in the FlowPilot, Assistant Chat, and Script Builder feature
communities — the areas graphify identified as design-system-free.

- text-blue-400 → text-accent, bg-blue-500/10 → bg-accent-dim, border-blue-500/20 → border-accent/20
- text-amber-400 → text-warning, bg-amber-400/10 → bg-warning-dim, border-l-amber-500 → border-l-warning
- text-rose-400/500 → text-danger, bg-rose-500/10 → bg-danger-dim
- text-emerald-400 → text-success, bg-emerald-500/10 → bg-success-dim, border-l-emerald-500 → border-l-success
- bg-white/[0.08] → bg-elevated (opacity hack → semantic surface token)
- bg-gradient-to-r from-blue-500 to-blue-400 → bg-accent (no gradient surfaces)
- bg-[#60a5fa] → bg-accent (hard-coded hex removed)

Also adds graphify-out/ to .gitignore.

Theme resilience: accent color has changed twice in 5 weeks. Semantic tokens
mean the next change is a 1-line edit in index.css, not 110 grep-and-replace.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-06 20:20:07 -04:00
chihlasm
87cf874199 fix: invalidate currentChatRef before await in handleNewChat and handleResumeNew
The previous fix (990f044) moved state clears before the createChatSession
await but left currentChatRef.current pointing at the old session during the
entire network call. Any in-flight handleSend/handleTaskSubmit for the old
session would pass the guard (oldId === oldId) and re-apply stale task lane
data to the new empty session.

Setting currentChatRef.current = null before the await ensures in-flight
handlers from the previous session see a mismatch and bail — matching the
same pattern already used correctly in selectChat.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-06 20:56:10 +00:00
chihlasm
1811889ed9 chore: update docs and redesign landing page hero
- CLAUDE.md: correct Docker container names, update migration format
  docs (hash IDs now default), fix Node path in Lesson 63, update
  design system values to electric blue accent, add retracted lessons
  note, add GitNexus section
- .gitignore: add .gitnexus
- Landing page: replace animated chat preview with ticket-comparison
  hero layout; remove backdrop-filter from scrolled nav (aligns with
  design system); clean up removed chat animation CSS

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-06 20:17:47 +00:00
chihlasm
990f04489f fix: prevent TaskLane showing stale data when starting new chat
Three race conditions in AssistantChatPage:

1. handleNewChat cleared showTaskLane/activeQuestions/activeActions
   AFTER the createChatSession await — old lane was visible during
   the network call. Moved clears before the await.

2. handleResumeNew never cleared old TaskLane state at all. Added
   upfront clears before the first await.

3. handleSend and handleTaskSubmit had no stale-session guard. If
   the user switched chats while sendChatMessage was in flight, the
   response would set showTaskLane on the wrong session. Added
   sentForChatId snapshot + currentChatRef guard (same pattern
   already used in selectChat).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-06 20:17:39 +00:00
chihlasm
8bd395a0c7 fix: resolve task lane stale state, partial submit, and closure bugs
- Import and call clearTaskState before updating questions/actions in
  handleSend and handleTaskSubmit so new AI tasks always replace stale
  sessionStorage cache instead of being overridden by it
- Include pending (not yet completed) tasks in the AI message on partial
  submit so the AI knows which tasks were left unanswered
- Fix stale closure in TaskLane saveTaskLane useEffect — use refs for
  questions/actions so the debounced backend save always uses current values
- Add responses field to pending_task_lane TypeScript type, removing the
  unsafe double-cast in selectChat
- Instruct the AI to re-surface incomplete tasks unless ≥75% confident
  the information is no longer needed

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-06 16:53:48 +00:00
chihlasm
f4143e52a1 feat: overhaul session documentation, PSA notes, and client communications
- Reformat PSA resolution/escalation notes: clean single-line header,
  steps with engineer responses inline, remove duplicate timing blocks,
  remove AI confidence section, add follow-up recommendations
- Standardize time display to decimal hours (e.g. 0.25 hrs) across all
  note formatters and status update context
- Add follow_up_recommendations to SessionDocumentation schema and
  surface in SessionDocView; extracted from resolution suggestion steps
- Add _build_what_we_know() helper: uses session.evidence_items when
  cockpit branch merges, falls back to deriving findings from steps
- Fix option label lookup in generate_status_update (was passing raw
  machine values to AI instead of human-readable labels)
- Add 'What We Know' section to status update ticket notes prompt
- Improve _build_session_context in resolution_output_generator to
  include intake text and full step details instead of truncated chat
- Add request_info audience type: client-facing information request
  that skips the length step and generates a numbered question list
- Improve client_update and email_draft prompts with per-context
  guidance (status/resolution/escalation) and fix escalation subject
  line from 'Specialist Review' to 'Specialist Assistance'

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-05 15:18:31 +00:00
chihlasm
119d17819b design: overhaul Edit Procedure page layout and color system
- Move procedure name into inline-editable toolbar input; replace static h1
- Toolbar now uses bg-sidebar for proper depth hierarchy vs bg-card config zone
- Config zone (Details/Intake/Schedule accordions) gets explicit bg-card + border-b
  creating clear visual separation from the step canvas below
- Step canvas switches to bg-page background for distinct work surface
- Replace all hover:bg-accent (orange) with hover:bg-elevated or hover:bg-white/[0.08]
  throughout toolbar, accordion headers, step cards, and editor buttons
- Fix step number badges: bg-accent (orange) → bg-white/[0.10] in StepList + StepEditor
- Fix procedure_end step background: bg-accent/50 → bg-elevated/40
- CollapsibleEditorSection: hover:bg-accent/50 → hover:bg-white/[0.05]
- Input fields in StepEditor: bg-card → bg-elevated for depth inside card surfaces
- Move Content Type selector out of "More Options" into main step editor body
- Rename "More Options" → "Advanced Options" for clarity
- Replace Shield icon with ListOrdered for Steps section heading (semantic fix)
- Bottom Add Step button: better contrast with border-white/20 + hover:bg-elevated/30
- Remove Name field from Details accordion (now lives in toolbar)
- Update Details accordion summary: shows tags, visibility, description preview
- Dirty indicator: "Unsaved changes" text → compact amber dot with tooltip

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-01 06:52:50 +00:00
chihlasm
0b77eec1ca refactor: collapse Flows nav, remove session recovery from library, fix race conditions
- Collapse "Guided Flows" + "Troubleshooting" sidebar items into single "Flow Library" entry
- Remove incomplete session recovery and "Repeat Last" sections from TreeLibraryPage
- Fix handleSearch race: now participates in shared loadTreesRequestId guard so stale search results can't overwrite newer filter results
- Fix Sidebar refreshStats race: add statsRequestId ref to discard stale badge count responses

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-01 06:36:20 +00:00
chihlasm
bf494bb043 fix: use dark text on blue accent step-number badges across all flow types
#60a5fa (electric blue) is a light colour — near-white and muted-foreground
text on it produced ~1.9–2.1:1 contrast, well below WCAG AA.

- TreeNavigationPage: option number badges + timer badge → text-[#0e1016]
- StepChecklist: active step was blue badge on blue row (invisible); now
  inverts to navy circle with blue number when current, dark-on-blue otherwise
- StepDetail: step number circle → text-[#0e1016] (was near-white on light blue)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-01 06:14:51 +00:00
chihlasm
67a28664a9 feat: default script library to 'All Scripts' tab showing all accessible scripts
Added 'All Scripts' as the first/default tab (no mine/shared filter) so the
page opens with every script the user can access. My Scripts and Team Scripts
tabs remain for filtered views.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-01 06:01:58 +00:00
chihlasm
1637d7de8f fix: preserve tab ownership filter across category and search changes in script library
setCategory and setSearch called loadTemplates() with no arguments, dropping
the mine/shared filter set by the active tab — causing the list to show all
templates instead of the current user's scripts after any filter interaction.

Store now persists tabFilters whenever loadTemplates is called with explicit
filters, and reuses them for subsequent no-arg calls from setCategory/setSearch.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-01 05:57:01 +00:00
chihlasm
cb33787c08 fix: close race conditions in script builder session and slug creation
- script_builder endpoint: pg_advisory_xact_lock on user_id before
  session count check, preventing concurrent creates from both passing
  the MAX_SESSIONS_PER_USER guard
- script_builder_service send_message: pg_advisory_xact_lock on session_id
  before message count check, preventing concurrent sends from both
  passing the MAX_MESSAGES_PER_SESSION guard
- script_builder_service save_to_library: replace check-then-insert slug
  logic with IntegrityError retry loop (3 attempts with fresh UUID suffix);
  add unique constraint on script_templates.slug (migration 070)
- ScriptBuilderPage: add creatingSessionRef to serialize concurrent
  handleSend calls that would otherwise both call createSession() while
  session is still null

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-01 05:09:42 +00:00
chihlasm
5c11c1db33 fix: prevent stale selectChat async results from clobbering new session task lane
Race condition: on page remount, selectChat(oldId) loads session data async.
If the user clicks New Chat before the API returns, the old session's
pending_task_lane was being applied to the new session's state, showing
stale tasks and blocking new ones from appearing.

Fix: currentChatRef tracks the most recently requested chat ID synchronously.
All chat-creation paths (selectChat, handleNewChat, handleResumeNew) update it
immediately. After each await in selectChat, bail if the ref no longer matches.

Also documents the pattern as Lesson 106 in CLAUDE.md for future reference.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-01 00:41:50 +00:00
chihlasm
af524ec99d refactor: account settings page audit fixes
- Replace 15+ hard-coded color utilities with semantic tokens (text-danger,
  bg-success-dim, bg-warning-dim, bg-info-dim, etc.)
- Fix progress bar track/fill color collision (bg-accent → bg-muted track)
- Fix plan badge contrast: bg-accent text-muted-foreground → bg-accent-dim
  text-accent-text (WCAG AA violation)
- Add aria-label to role-change select, remove member button, resend invite button
- Add p-1 padding to icon-only buttons for minimum touch targets
- Replace inline inviteError/inviteSuccess state with toast.success/error
- Add toast feedback to handleSaveName and handleRemoveMember (were silent)
- Fix transition-all → transition-colors on all 7 nav link cards
- Fix hover:border-border (no-op) → hover:border-border-hover on nav cards
- Consolidate 5 separate isAccountOwner nav card blocks under Team Settings
  section label for visual hierarchy
- Remove duplicate embedded BrandingSettings component (Branding nav card exists)
- Fix "tree categories" → "flow categories" (user-facing terminology)
- Fix Target Lists description (remove reference to hidden maintenance flows)
- Fix UsageStat label "Trees" → "Flows"
- Remove orphaned BrandingSettings import and unused user store selector
- Fix duplicate text-xs class in SSO Enterprise badge
- Remove internal (Task 11) comment noise

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-30 05:44:57 +00:00
chihlasm
ff9b5b2195 fix: remove hardcoded Sentry DSN fallback — use env var only
VITE_SENTRY_DSN is already set in Railway as a build arg. The hardcoded
fallback was unnecessary and triggered GitHub secret scanning alerts.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-30 04:56:10 +00:00
chihlasm
56b3f877c1 fix: pre-landing and adversarial review fixes
- landing.css: hardcode --lp-btn to #60a5fa (lesson 104 — no var(--color-*) in landing.css)
- ScriptBuilderInput: suggestion chips now correctly disabled during generation
- ChatSidebar: wrapper onClick no longer fires onSelect while in confirming state
- SessionHistoryPage: fix loadMoreAiSessions race condition with generation counter;
  flow session tab auto-activates when URL params target flow session filters

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-30 04:38:33 +00:00
chihlasm
930a21b2b6 refactor: redesign landing page — break AI-template monotony, add FAQ, fix trust signals
Bold layout overhaul based on design critique:
- Left-aligned hero with two-column layout (text + app preview)
- Asymmetric problem section (headline left, cards right)
- Zigzag How It Works layout (alternating text/visual sides)
- FlowPilot highlight card + 3+2 feature grid
- New FAQ section (5 questions: ChatGPT comparison, data safety, PSA, sessions, AI accuracy)
- Founder quote replaces anonymous testimonial
- Removed ambient glow + grid pattern (design system violations)
- Self-contained color palette (--lp-* vars, no invisible text-secondary)
- 8px border radius aligned to design system
- Alternating section backgrounds replace divider lines
- Form: client-side validation, persistent errors, aria-live
- Skip-to-content link, semantic <main>, FAQ aria-expanded
- Pricing CTAs pass plan context (?plan=free|pro|team)
- Code elements in chat mock properly styled (JetBrains Mono)
- FAQ uses grid-template-rows for smooth height animation

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-30 03:30:10 +00:00
chihlasm
841ce8d4ee fix: make landing page animations more dramatic and noticeable
- Slower chat stagger (1.2s between lines, not 0.6s) so each message
  is clearly individual and watchable
- Messages slide in from left (translateX -20px) not just fade up
- Typing indicator is bigger with blue tinted background, border,
  and "FlowPilot is thinking..." label
- Typing indicator holds for 3s before collapsing (was 1.8s)
- App preview has cinematic entrance (scale 0.95 → 1 + translateY)
- AI responses wait until typing indicator finishes, then cascade
- Doc confirmation has extra pause before appearing (9.6s total)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-30 02:20:42 +00:00
chihlasm
bc43f53633 feat: overdrive landing page — live chat animation + scroll-driven reveals
A) Live App Preview:
- Chat messages animate in with staggered timing (0.6s apart)
- Typing indicator with bouncing dots appears before AI response,
  then fades out as the response lines arrive
- Sidebar items stagger in during the entrance sequence
- Creates a "show don't tell" demo moment in the hero

B) Scroll-Driven Enhancements (@supports animation-timeline):
- Sections use CSS scroll-driven animations instead of JS IntersectionObserver
- Problem cards, feature cards, pricing cards, and step cards stagger
  within their parent as they enter the viewport
- Social proof bar has subtle parallax drift
- Falls back to existing JS-based reveal for Firefox/older browsers

Accessibility:
- prefers-reduced-motion removes all chat animations, shows content
  immediately, hides typing indicator entirely

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-30 02:13:41 +00:00
chihlasm
d67af71b4c fix: tag badges and buttons using bg-accent with unreadable text
bg-accent (#f97316 orange) with text-muted-foreground (#848b9b gray)
is nearly invisible. Replaced with bg-elevated + border pattern for
readable contrast across TagBadges, StepForm, StepDetailModal, and
StepLibraryBrowser. Also fixed emerald → success-dim token.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-30 02:04:16 +00:00
chihlasm
0484a1cb12 fix: restore removed icon imports in MyTreesPage, add default export to SessionHistoryPage
- FolderTree, Plus, ListOrdered, Wrench are still used in empty state
  and tree card rendering — restore the imports
- SessionHistoryPage needs default export for lazyWithRetry

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-30 01:54:48 +00:00
chihlasm
bf902a4f02 refactor: simplify Create Flow dropdown, remove maintenance flow from UI
- Simplify CreateFlowDropdown to 2 clean items: Troubleshooting Flow
  and Procedural Flow (removed 4 AI-assist entries + 1 orphaned duplicate)
- Rename "Troubleshooting Tree" → "Troubleshooting Flow" (per branding)
- Remove Maintenance Flow option from MyTreesPage (hidden for pilot)
- Replace MyTreesPage inline dropdown with shared CreateFlowDropdown
- Remove unused aiEnabled prop, useCachedQuota import, showCreateMenu state

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-30 01:51:30 +00:00
chihlasm
32d48146bf refactor: Script Library and Builder design critique fixes
Library:
- Clear CTA hierarchy: "Build New Script" primary, "Import Script" ghost,
  "Manage" demoted to text link
- "New from Script" → "Import Script" (clearer label)

Script Builder:
- Add suggestion chips for first-time users (4 common MSP tasks)
- Chips auto-hide after first message

Design system normalization:
- ScriptPreviewModal: bg-black/80 → bg-black/40, text-blue-400 → text-accent-text,
  emerald save button → primary, inline rgba → CSS variables
- ScriptCodeBlock: bg-[rgba(0,0,0,0.3)] → bg-code, text-blue-400 → text-accent-text,
  text-text-muted typo fixed, emerald button → ghost style
- TemplateCard: emerald/amber/rose badges → success-dim/warning-dim/danger-dim,
  ShieldAlert amber → warning token
- ParameterDetectorStepper: blue focus ring → orange, amber → warning token,
  "Candidate" → "Variable" in stepper progress

Jargon clarification:
- "Detect Parameters" → "Find Variables"
- "Detected Parameters" → "Configurable Variables"
- "Parameters (N)" → "Variables (N)"
- Detection summary copy reworded for clarity

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-30 01:26:35 +00:00
chihlasm
9ce4a8bc8e refactor: redesign Session History with tabs + Load More, improve Escalation Queue urgency
Session History:
- Split into AI Sessions / Flow Sessions tabs (AI default)
- Load More pagination (25 per page) instead of 50-item hard cap
- Dynamic problem domain filter from actual session data
- Fix all blue focus rings to ember orange
- Fix badge colors to use design system tokens

Escalation Queue:
- Add wait-time color coding (muted <1h, amber 1-4h, red >4h)
- Sort oldest-first for triage urgency
- Compact right-aligned pickup button
- Widen container, dynamic session count in subtitle
- Fix typos and non-system color tokens

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-30 00:34:38 +00:00
Michael Chihlas
37179096b0 refactor: assistant page — TaskLane UX + ChatSidebar improvements
TaskLane:
- Simplify action buttons: merge "Paste Result"/"Type Answer" into single
  primary button, make "Skip" icon-only (reduces decision points from 3→1)
- Strengthen done state: solid left-border success green + checkmark icon
  instead of faint tint that nearly disappears
- Boost progress bar: 3px→5px, better contrast colors, inline count label
- Differentiate from ChatSidebar: use bg-page instead of bg-sidebar,
  add accent top-border to signal "active workspace"
- Make skipped tasks clickable to un-skip (matching done→reopen pattern)
- Fix slide-in animation: add slide-in-from-right keyframe
- Fix duplicate style props, stray quote from replace_all
- Consolidate 6 grip dot divs to Array.from loop

ChatSidebar:
- Add inline delete confirmation ("Delete? Yes / No") instead of
  immediate destructive action
- Fix text-xs text-[0.625rem] double class conflict on Pinned header

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-29 17:47:58 -04:00
Michael Chihlas
cc51d21300 fix: correct ternary closing brackets in KnowledgeBaseCards and TeamSummary
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-29 17:11:22 -04:00
Michael Chihlas
912075cd43 refactor: dashboard design critique — eliminate redundancy, differentiate sections
- Remove GreetingStatStrip (duplicated PerformanceCards data)
- Strip left-border accent from stat cards (AI slop pattern)
- Redesign KnowledgeBaseCards: icon grid → compact row list with icon badges
- Redesign TeamSummary: distinct inline-row layout, no longer identical twin
- Differentiate hover: stat cards use subtle border-hover, sessions keep springy lift
- Add loading skeletons to PerformanceCards, KnowledgeBaseCards, TeamSummary
- Add error state to PerformanceCards
- Extract timeAgo() to shared lib/timeAgo.ts (replaced 4 duplicates)
- Fix Skeleton bg-brand-border (undefined CSS var) → border-default
- Fix double text-xs text-[0.5625rem] class conflicts across dashboard

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-29 17:06:30 -04:00
chihlasm
b75b4a3c10 fix: improve TaskLane section header readability
Change "Questions" and "Diagnostic Checks" headers from text-muted
(#4f5666, barely visible on sidebar) to text-muted-foreground (#848b9b).

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-29 16:44:28 +00:00
chihlasm
99a1af3585 fix: update meta theme-color to new sidebar color (#0e1016)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-29 16:21:27 +00:00
chihlasm
1152b023bf feat: replace hardcoded orange hex values with blue equivalents
BrandLogo gradient, EmptyStateIllustrations SVGs, categoryColors,
landing page, brand SVG assets, and all remaining files.
Warning #eab308 → #fbbf24 (amber). categoryColors deduped.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-29 16:20:52 +00:00
chihlasm
61c410e366 feat: replace orange-* Tailwind classes with blue-* equivalents
orange-400→blue-400, orange-500→blue-500, orange-600→blue-600
across ~21 component files.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-29 16:20:24 +00:00
chihlasm
5ff9a9d75e feat: replace all hardcoded orange rgba with blue rgba
Mechanical find-and-replace: rgba(249,115,22,...) → rgba(96,165,250,...)
across ~40 component and page files.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-29 16:20:13 +00:00
chihlasm
3e52708253 feat: migrate index.css to design system v6 color tokens
Accent: orange (#f97316) → blue (#60a5fa)
Surfaces: deeper charcoal range (#16181f page, #1e2028 card)
Warning: yellow (#eab308) → amber (#fbbf24)
Info: new cyan (#67e8f9) token added
All Tailwind semantic mappings updated to match.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-29 16:19:21 +00:00
chihlasm
d5122123c2 fix: preserve task lane answers across page reload and browser close
Two issues fixed:

1. TaskLane useEffect on [questions, actions] was resetting all tasks
   to pending with empty values, wiping restored user answers. Now
   checks sessionStorage for saved state before resetting.

2. selectChat was setting activeQuestions/activeActions before writing
   responses to sessionStorage, causing a race where TaskLane mounted
   with new props but empty sessionStorage. Now writes responses to
   sessionStorage first so TaskLane can restore them on prop change.

The backend saveTaskLane debounce (2s) persists responses to the DB,
and selectChat restores them via pending_task_lane.responses. This
chain now survives browser close.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-29 12:53:16 +00:00
chihlasm
bc6afbc90a fix: use status update API as fallback for resolve ticket notes
The non-streaming fallback used getDocumentation which relies on
session.steps — empty for chat sessions, producing only the bare
resolution_summary text. Switch fallback to generateStatusUpdate
which reads conversation_messages and generates proper context-aware
ticket notes for both chat and guided sessions.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-29 07:32:14 +00:00
chihlasm
a705bd58f9 fix: clear stale task lane when starting session from dashboard prefill
The sendPrefill flow (dashboard handoff) did not clear activeQuestions/
activeActions before creating the new session. The task lane initializer
loaded stale data from sessionStorage keyed to the previous session ID,
showing old tasks while the new session was processing.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-29 07:28:35 +00:00
chihlasm
d6877bb55e fix: correct streamDocumentation URL path to include /v1 prefix
The SSE stream URL was /api/ai-sessions/ but the backend mounts all
routes under /api/v1/. This caused a 404, falling through to a
non-streaming fallback that returned empty documentation for chat
sessions. This is why "Conclude → Resolved" never showed ticket notes.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-29 07:21:44 +00:00
chihlasm
2c8aca3951 feat: add status update generation to assistant chat
Wire StatusUpdateModal into AssistantChatPage with "Update" button in
the chat toolbar. Enhance ConcludeSessionModal pause/escalate outcomes
to offer ticket notes, client update, or email draft generation instead
of static messages.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-29 06:03:34 +00:00
chihlasm
0d89597fc0 chore: delete SaveToLibraryDialog, replaced by ParameterizeAndSavePanel
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-29 05:58:39 +00:00
chihlasm
00e4a16ab5 feat: add 'New from Script' button to ScriptLibraryPage
Opens the ParameterizeAndSavePanel in paste mode, letting users import
raw scripts with parameter detection and review before saving to library.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-29 05:54:48 +00:00