04fbfe3b8fb1ccea08db0027072c14228820c520
83 Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
| c9306e40c9 |
feat(pilot): frontend API client — patchScript + inline createSession
sessionSuggestedFixesApi.patchScript(sessionId, fixId, script, params?) hits the new PATCH /script endpoint. scriptBuilder.createSession accepts an optional options bag with origin + aiSessionId, defaulting to standalone when omitted so legacy callers stay behavior-preserving. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
|||
| 70c5da0c75 |
fix(pilot): persist AI-proposal rejection + clear on outcome write
Issue #3 from phase-8-review-issues.md. 'Not yet' on the AI-confirming banner was a local-state hide; the proposal re-surfaced on the next refreshSessionDerived call. Two-part fix: - PATCH /outcome now clears ai_outcome_proposal on any terminal action (engineer has taken a decision; stale AI proposal is moot). - New DELETE /ai-sessions/:sid/suggested-fixes/:fid/ai-outcome-proposal endpoint for explicit 'Not yet' rejection. Does not touch status or state_version — pure UI state. Frontend handleRejectAIProposal now calls the DELETE and setActiveFix with the server response. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
|||
| de2bef3175 |
fix(pilot): persist Apply — stamp applied_at on click
Issue #2 from phase-8-review-issues.md. Apply was client-side-only via a bannerApplied flag. Refresh / chat reselect / multi-tab would drop Verifying state back to Proposed. - New POST /ai-sessions/{sid}/suggested-fixes/{fid}/apply stamps applied_at without changing status (still 'proposed'). Idempotent if already stamped; 409 if fix is past proposed (a terminal outcome was already recorded). - Bumps state_version so resolve/escalate preview bundles reflect that the fix has entered verifying. - Frontend handleApplyFix calls the endpoint and uses the returned applied_at directly. bannerApplied client flag is removed. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
|||
| cdd29b460e |
feat(pilot): frontend fix-outcome types + patchOutcome API
Extends SessionSuggestedFix with outcome fields (status, applied_at, verified_at, partial_notes, failure_reason, ai_outcome_proposal) and adds a patchOutcome method hitting the new backend endpoint. FixStatus (5 values) + FixOutcome (4 writable values) mirror the backend Pydantic types and the DB check constraint. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
|||
| 4aaf57adb5 |
feat(pilot): Phase 6 — post-resolve templatize prompt + draft accept/reject
All checks were successful
Mirror to GitHub / mirror (push) Successful in 11s
Closes the loop on the Phase 5 "Run now, templatize after resolve" path.
After a session resolves, drafts queued by the three-option dialog surface
as a modal that lets the engineer review the AI-proposed parameterization
and either save as a reusable team template or skip. A "don't ask again"
toggle writes to account_settings.preferences so the next resolve won't
pop the modal.
Backend:
- /api/v1/draft-templates:
* GET — list account drafts (pending_only default true; pass false for
audit view including accepted/rejected)
* GET /{id} — single draft
* POST /{id}/accept — promotes to a new script_templates row with
source_session_id / source_user_id / source_ticket_ref populated
(drives the Script Library "generated from CW #X · resolved by Y"
provenance chip). Draft flips to status=accepted,
promoted_template_id set, resolved_at stamped. 409 on re-accept /
already-rejected. 400 on unknown category_id.
* POST /{id}/reject — flips to status=rejected. 409 on re-reject.
- /api/v1/accounts/me/preferences (GET/PATCH) — thin wrapper over
AccountSettings.get_setting/set_setting. PATCH merges keys into the
JSONB column, preserving existing keys the client didn't touch.
Used by the "Don't ask again for this team" checkbox
(templatize_prompt_enabled=false) and, forward-looking, by
cw_resolved_status_id / cw_escalated_status_id from Phase 4.
- 13 tests: list filter, accept with/without edited_body, provenance
copy-through, reject, 409 on re-accept / re-reject, 400 on unknown
category, prefs round-trip with merge semantics.
Frontend:
- src/components/pilot/script/TemplatizePrompt.tsx — modal showing the
drafted script with proposed parameters in the Phase 5
ParameterizationPreview, editable name/category/description, an
individual-parameter remove button, and the "don't ask again" opt-out.
Accept posts to /draft-templates/{id}/accept + optionally PATCHes
preferences. Skip posts /reject.
- src/api/draftTemplates.ts — typed client plus accountPreferencesApi.
- AssistantChatPage: after a successful Resolve (external OR local),
fetches preferences + pending drafts for the session and queues the
modal one draft at a time. Escalate does not trigger this flow.
- Sidebar: Scripts nav shows the pending-draft count as a badge. Fetched
independently of the main sidebar stats so endpoint flakes don't
break the rest of the sidebar.
Verified live 2026-04-22: seed two drafts → GET sees both pending →
accept draft A (template created, provenance CW #99123 populated) →
reject draft B → pending count drops → PATCH opt-out → GET confirms
persistence.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
|||
| fa61376303 |
feat(pilot): Phase 5 — inline Script Generator integration
All checks were successful
Mirror to GitHub / mirror (push) Successful in 10s
Wires the SuggestedFix card to an inline panel that handles both cases:
template-matched fixes open the Script Library generator with parameters
pre-filled from session context; un-matched fixes open the three-option
dialog (one_off / draft_template / build_template). The decision endpoint
records the path choice with side effects: draft_template persists a
draft_templates row via a Sonnet-driven TemplateExtractionService;
build_template returns a redirect to the Script Builder; one_off just
records the choice.
Backend:
- TemplateExtractionService: drafts a parameter schema from a concrete
rendered script. Conservative by default ("prefer fewer parameters").
Round-trip-validates that templated_body only references declared
parameters; missing-key mismatch falls back to the original script
with no params. LLM/parse failures fall back identically — the
engineer can still create a draft and refine in the post-resolve
prompt (Phase 6).
- /suggested-fixes/{fix_id}/decision side effects:
* one_off → returns rendered_script (engineer's edited version or the
fix's ai_drafted_script verbatim)
* draft_template → same + creates draft_templates row with extracted
params, returns draft_template_id
* build_template → returns redirect_path=/scripts/builder?from_session=
&fix= so the frontend can navigate to the builder pre-loaded
- 400 when a non-template fix has no ai_drafted_script (template-matched
fixes take the dedicated /scripts/generate path, not this endpoint).
- 12 tests: TemplateExtractionService parse + fallback paths, all four
decision branches, edited_script override, missing-script 400.
Frontend:
- src/components/pilot/script/{TemplateMatchPanel, NoTemplateDialog,
ParameterizationPreview}.tsx — inline panels rendered in the task
lane's bottom slot when the engineer clicks a SuggestedFix card.
- TemplateMatchPanel: loads template via /scripts/templates/{id},
pre-fills params from fix.ai_drafted_parameters with cyan "from
session" tags, generates via existing /scripts/generate (already
bumps state_version on ai_session_id from Phase 3). 404 falls back
with a clear message instead of erroring.
- NoTemplateDialog: shows the AI-drafted script with proposed parameter
values highlighted in amber via ParameterizationPreview; three option
cards with the middle (draft_template) flagged Recommended; inline
edit on the script body before deciding.
- SuggestedFix card now clickable: onActivate toggles the inline panel.
- AssistantChatPage: scriptPanelOpen state + handleScriptDecision that
navigates on build_template and toasts on the other paths. Active fix
changes auto-close the panel so engineers don't act on stale state.
- Cmd+K → "Open inline Script Generator" palette entry surfaces only on
/pilot/:id routes; fires a window event the chat page subscribes to.
No Resolve shortcut added per Section 14 decision (browser ⌘R conflict).
Verified 2026-04-22 against the dev stack:
- one_off / draft_template / build_template all return the right shape
with real Sonnet TemplateExtractionService for the draft path.
- Conservative extraction confirmed: cmdkey + Restart-Process script
yielded zero proposed parameters as intended.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
|||
| 8fd2c1bac6 |
feat(pilot): Phase 4 — Resolve + Escalate PSA writebacks with status verification
All checks were successful
Mirror to GitHub / mirror (push) Successful in 11s
Wires the preview popover's Confirm & post action to ConnectWise (and,
via the provider pattern, any future PSA). Adds the parallel Escalate
flow with the handoff-oriented five-section markdown. Sessions without a
linked PSA ticket resolve/escalate locally — markdown stored, status
flipped, nothing posted externally.
Backend:
- EscalationPackageGeneratorService: Sonnet, five sections (Problem /
What we've confirmed / What we've tried / Current hypothesis /
Suggested next steps). Shares the preview_cache with a separate KIND
so Resolve and Escalate previews for the same state coexist.
- PSAWritebackService: post_resolution_note (RESOLUTION note type,
customer-visible), post_escalation_package (INTERNAL_ANALYSIS,
handoff for the next engineer only), transition_ticket_status with
mandatory re-fetch verification. PSAStatusVerificationError surfaces
loudly when CW silently rejects a status change — the
ConnectWise anti-pattern CLAUDE.md flags.
- Endpoints:
* POST /ai-sessions/{id}/escalation-package/preview
* POST /ai-sessions/{id}/resolution-note/post
* POST /ai-sessions/{id}/escalation-package/post
Outcomes: "resolved" / "escalated" with external_id + verified status,
"resolved_local" / "escalated_local" when no PSA linked.
- Target CW status IDs live in account_settings.preferences
(cw_resolved_status_id, cw_escalated_status_id). When unset, the post
proceeds without a status transition — response includes a
status_transition_skipped_reason rather than silently erroring.
- 7 tests: local-only path, PSA happy path with verified transition,
status verification failure → 502, skipped transition when
unconfigured, 409 on already-resolved re-post, escalate parallel path,
internal-analysis note type enforced.
Frontend:
- ResolutionNotePreview now kind-parameterized ('resolve' | 'escalate')
with inline edit + Confirm & post. Preview loads from the matching
backend endpoint; posting calls the matching endpoint; outcome toast
surfaces the verified CW status or the local-only result.
- AssistantChatPage: previewKind state replaces previewOpen; two toggle
buttons (Preview Resolve note / Escalate instead) in the lane's bottom
slot. handleConfirmPost dispatches by kind.
Verified 2026-04-22:
- Local-only Resolve + Escalate round-trip against the dev stack.
- Live Sonnet escalation-package preview; cache hit on repeat call
with no state change (separate cache kind from resolution-note).
- PSA post + status-verification paths covered by mocked-provider pytest
cases. Live CW round-trip pending a test CW instance.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
|||
| 66e592096c |
feat(pilot): Phase 3 — Suggested fix tracking + Resolve preview with state_version cache
Adds the AI-proposed resolution path and the inline preview of the
markdown that will be posted to the customer ticket on Resolve. The
preview is keyed on (session_id, ai_sessions.state_version) so back-to-
back fetches against unchanged state hit an in-process cache instead
of paying for a Sonnet call.
Backend:
- preview_cache: in-process LRU keyed on (kind, session_id, state_version).
No TTL — state_version is the source of truth. Soft-cap 5000 entries.
- unified_chat_service: [SUGGEST_FIX] parser (last-block-wins, JSON
payload, confidence clamped 0-100), supersession persistence (sets
superseded_at on prior active row), atomic state_version bump.
- ResolutionNoteGeneratorService: pulls session, facts, active fix, and
redacted script_generations into a structured input bundle for Sonnet;
produces the four-section markdown (Problem / What we confirmed /
Root cause / Resolution). Sensitive script parameters redacted via
ScriptTemplateEngine.redact_sensitive driven by the template's
parameters_schema.
- /api/v1/ai-sessions/{id}/suggested-fixes/active — 200 with the active
fix or 404.
- /api/v1/ai-sessions/{id}/suggested-fixes/{fix_id}/decision — records
one_off / draft_template / build_template / dismissed; dismiss
supersedes; bumps state_version. 409 on dismissing an already-
superseded fix.
- /api/v1/ai-sessions/{id}/resolution-note/preview — generates or returns
cached markdown; from_cache flag in payload signals cache hit.
- scripts.py POST /generate now bumps state_version on the linked
ai_session_id when present (third source of preview-cache invalidation
per Section 5.5).
- ASSISTANT_SYSTEM_PROMPT documents [SUGGEST_FIX] (when to/not to emit,
format, supersession semantics).
- 12 tests covering the parser (well-formed, last-wins, malformed,
confidence clamping), supersession + state_version invariant, all
decision branches, preview cache hit-on-no-change + miss-after-write.
Frontend:
- src/components/pilot/sections/SuggestedFix.tsx — amber-accented card
with confidence badge; dismiss action wired to the decision endpoint.
- src/components/pilot/ResolutionNotePreview.tsx — popover with refresh,
loading state, cached/fresh indicator, ticket-ref display.
- src/api/sessionSuggestedFixes.ts — typed client; getActive normalizes
404 to null so callers don't have to special-case.
- TaskLane gains suggestedFixSlot + bottomSlot props (rendered after
Diagnostic Checks; bottomSlot anchors the Resolve action).
- AssistantChatPage: refreshSessionDerived helper batches fact + fix
refresh; fact mutations and chat sends both schedule a 500ms-debounced
preview refresh per the Section 5.5 spec.
Verified end-to-end against the dev stack with a real Sonnet call:
- /active 404 → fact create → preview generates four-section markdown
grounded only in provided facts → second preview call hits cache
(from_cache=true, no LLM call) → fact write 2 → cache miss, regenerates.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
|||
| 625dba7548 |
feat(pilot): Phase 2 — What we know (facts) with stable task-lane IDs
Adds the load-bearing structural feature of the FlowPilot migration: a
"What we know" panel that holds confirmed facts for a session, fed by AI
[PROMOTE] markers and engineer-added notes. Facts feed the resolution
note preview (Phase 3) and survive across turns via stable UUIDs assigned
to pending_task_lane items.
Backend:
- FactSynthesisService: create/update/soft-delete facts with atomic
state_version bumps; LLM-backed synthesize_from_question/check on the
fact_synthesis (Haiku) action tier per Section 6.6.
- /api/v1/ai-sessions/{id}/facts CRUD + /facts/promote (proposed_text or
via synthesis). PATCH returns 403 for question/diagnostic_check facts
(edit the source item instead, Section 7.3).
- unified_chat_service: [PROMOTE] marker parser (JSON-block per Section
8.1 spec drift note), stable-UUID assignment for pending_task_lane
questions/actions preserved by exact text/label match across turns.
- ASSISTANT_SYSTEM_PROMPT: documents [PROMOTE] format, when to/not to
emit, hallucination guardrails, source_ref handling.
- 17 tests covering parser, stable IDs, service validation, CRUD,
editability rule, both promote modes, 422 null-synthesis path,
state_version invariant.
Frontend:
- src/components/pilot/sections/{WhatWeKnow,WhatWeKnowItem,AddNoteButton}
— green-gradient section above Questions, dashed-circle check, inline
edit/delete gated by the server's editable flag.
- TaskLane gains a whatWeKnowSlot prop (existing assistant/ folder kept
per the doc's "rename is opportunistic" guidance).
- AssistantChatPage fetches facts on selectChat and refetches after each
chat send (so [PROMOTE]-synthesized facts appear immediately); auto-
opens the lane when facts exist.
Verification: end-to-end smoke against the local docker stack confirms
all five endpoints (list/create/patch/delete/promote) plus the 403
editability rule. pytest suite verifies the same with mocked LLM. Live
[PROMOTE] flow remains untested until used in the UI — the marker shape
is covered by parser tests.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
|||
| 0d9babb986 |
fix(rls): add account_id to AISessionStep creations, fix boards toast
- flowpilot_engine: pass account_id at all 5 AISessionStep instantiation sites (_create_step_from_parsed x3, briefing step, status update step). Phase 4 RLS blocked every INSERT with NULL account_id — this broke all new FlowPilot sessions since the Phase 4 migration was applied. - integrations: list_boards returns [] on PSAError instead of 502, stopping the spurious 'Server error' toast on dashboard load (boards are optional). - client.ts: 5xx global toast now shows backend detail when available. - useFlowPilotSession: startSession extracts backend detail for error state; suppresses duplicate toast for 5xx (global interceptor already handles it). Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> |
|||
| 346576a730 |
feat(psa): ticket queue dashboard with board selector and session auto-start
- Add PSABoard type + list_boards() to CW provider (cached 1h) - Extend search_tickets with assigned_to_me, unassigned, board_ids, page, page_size - New GET /integrations/psa/boards endpoint - New TicketQueue dashboard component: My Tickets / Unassigned tabs, multi-select board filter, Load more pagination, Start Session per ticket - Add TicketQueue to QuickStartPage after active sessions - FlowPilotSessionPage auto-starts with ticket context when navigated from TicketQueue (psaTicketId + psaTicket in location.state) Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> |
|||
chihlasm
|
c8f571db39 |
feat(network): thumbnail generation on save, shown on list page
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> |
||
|
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> |
||
|
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> |
||
|
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> |
||
|
chihlasm
|
bcab8158ab |
feat: add streamDocumentation SSE client for ticket notes
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
||
|
chihlasm
|
80af408f2d |
feat: persist task lane user responses to backend
Add PUT /ai-sessions/{id}/task-lane endpoint that saves the full task
lane state (AI questions/actions + user's in-progress responses) to
the pending_task_lane JSONB column. TaskLane debounce-saves to the
backend every 2s after changes. On session load, user responses are
restored from the backend into sessionStorage so TaskLane picks them
up on mount. Users can now close the browser, come back later, and
find their task lane exactly where they left it.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
|
||
|
chihlasm
|
c8778bb4e7 |
fix: align frontend API paths with backend endpoints
- handoffs: /handoffs/queue → /ai-sessions/queue, claim needs sessionId - resolutions: /resolution-outputs → /outputs - branches: /status suffix removed from PATCH path - Add SessionQueuePage route at /queue Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
||
|
chihlasm
|
30d7d6e5a3 |
feat: add frontend API clients for branches, handoffs, and resolutions
Adds branchesApi (getBranches, createFork, updateBranchStatus, switchBranch, reviveBranch, sendBranchMessage), handoffsApi (createHandoff, listHandoffs, claimHandoff, getQueue), and resolutionsApi (getOutputs, editOutput, pushOutput). All exported from api/index.ts. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
||
|
chihlasm
|
8e7f13d2f8 |
refactor: remove dead assistant_chat system, consolidate image helpers
The old /assistant/chats/* CRUD endpoints and assistant_chat_service
chat functions were unused — the frontend exclusively uses
/ai-sessions/{id}/chat (unified_chat_service) for all chat operations.
Removed:
- Chat CRUD endpoints (create, list, get, send, delete, conclude)
- assistant_chat_service: create_chat, send_message,
generate_conclusion_summary, CONCLUSION_SYSTEM_PROMPT
- Frontend: assistantChatApi chat methods, dead types
(AssistantChat, AssistantChatMessage, ConcludeChatRequest, etc.)
Kept:
- /assistant/retention endpoints (used by ChatRetentionSettingsPage)
- Shared AI infrastructure (_call_ai, _call_anthropic_cached,
ASSISTANT_SYSTEM_PROMPT, _auto_title) — imported by unified_chat_service
Moved:
- fetch_upload_images + resize_image_for_vision → storage_service.py
(shared location, not tied to dead endpoint)
Also added "Image Analysis" section to system prompt so Claude knows
to describe attached screenshots.
-650 lines of dead code removed.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
|
||
| b414502062 |
feat: unified sessions — merge assistant chat into ai_sessions table
Add session_type ('guided'|'chat') and title columns to ai_sessions,
enabling both FlowPilot guided sessions and assistant chat sessions to
live in a single table. This is the foundation for a unified session
history and consistent UX across both interaction modes.
Backend:
- Migration 066: session_type + title columns
- unified_chat_service: chat sessions on ai_sessions with same AI/RAG
- POST /ai-sessions supports session_type='chat' creation
- POST /ai-sessions/{id}/chat for chat messages
- DELETE /ai-sessions/{id} for session deletion
- session_type filter on GET /ai-sessions
Frontend:
- AssistantChatPage rewired to aiSessionsApi (no more assistantChatApi)
- /assistant/:sessionId route for deep-linking
- Session history: type filter pills (All/Guided/Chat), type icons
- Dashboard: both types shown with correct routing and icons
- Fixed glass-border → border-default in dashboard components
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
|
|||
| 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> |
|||
| fab25456a5 |
feat: mid-session status updates — ticket notes, client updates, email drafts
Engineers can now generate AI-powered status updates during active FlowPilot
sessions and after resolve/escalate. Three audiences (Ticket Notes, Client
Update, Email Draft) with Quick/Detailed length options. Copy to clipboard
with one click. Client names auto-inserted from intake/PSA context.
Backend: new endpoint POST /ai-sessions/{id}/status-update with audience-aware
system prompts. Frontend: StatusUpdateModal with 2-step selection flow,
Share Update button in action bar, Share Resolution/Escalation on completed
sessions. Also updates Solutions Library spec with Community tier design.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
|
|||
|
Michael Chihlas
|
6ecb5a9bbd |
fix(flowpilot): widen message bar, add close/abandon session support
- Message bar now fixed-positioned above action bar with full-width
layout (respects both app sidebar and session sidebar)
- Added abandon_session endpoint (POST /ai-sessions/{id}/abandon)
- Added "Close" button to FlowPilot action bar with confirmation dialog
- Session can now be closed without resolving or escalating
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
|
||
|
Michael Chihlas
|
535284c4ce |
feat: add My Scripts/Team Scripts tabs and Build button to Script Library
- Add language field to ScriptTemplateListItem frontend type - Add mine/shared params to scriptsApi.getTemplates - Update scriptGeneratorStore.loadTemplates to accept filter params - Reorganize ScriptLibraryPage with tab bar (My Scripts / Team Scripts) - Add "Build a New Script" button linking to /script-builder Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
||
|
Michael Chihlas
|
ec245c9fef |
feat: add Script Builder frontend types and API client
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
||
| cf23107735 |
fix(escalations): add sidebar badge count + show all team escalations
- Add escalation_count to sidebar stats (team-wide requesting_escalation) - Show badge on Escalations nav item in sidebar - Remove user_id filter from escalation queue — show all team escalations including your own (needed for solo users and visibility) Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
|||
| 5e009fd752 |
feat(search): add similar sessions UI in FlowPilot sidebar
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
|||
| ce68fa84ca |
feat(search): add PostgreSQL FTS on AI sessions with Command Palette integration
- Migration: add generated tsvector column + GIN index on ai_sessions (problem_summary, resolution_summary, escalation_reason, problem_domain)
- Backend: wire FTS into list_sessions q param; add GET /ai-sessions/search endpoint returning AISessionSearchResult (registered before /{session_id} to avoid UUID routing conflict)
- Frontend: add AISessionSearchResult type, aiSessionsApi.search() method, and Command Palette group "FlowPilot Sessions" using Zap icon navigating to /pilot/:id
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
|
|||
| c3afc7a059 |
feat(search): add structured filters to AI session list endpoint and frontend
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
|||
| f87f3d47de |
feat(evidence): add upload types and API client for frontend
- FileUploadResponse and PendingUpload types in types/upload.ts - uploadsApi with upload(), getUrl(), list(), remove() methods - Exported from types/index.ts and api/index.ts Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
|||
| 647ad0e2d5 |
feat(analytics): add tabbed layout with coverage heatmap
Add Phase 5 types (CoverageResponse, FlowQualityResponse, EnhancedPsaMetrics) and API methods. Refactor FlowPilotAnalyticsPage with tab bar (Overview, Coverage, Flow Quality, PSA) with lazy data loading. Create CoverageHeatmap component with color-coded resolution/escalation/guided rate cells. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
|||
| 12a373a2a2 |
feat(gallery): add admin gallery curation endpoints and management page (Task 6)
Add super-admin-only backend endpoints for toggling is_gallery_featured and gallery_sort_order on flows and scripts, plus a frontend GalleryManagementPage with toggle switches, editable sort order fields, and name/featured filters. 13 integration tests; all pass. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
|||
| 2b657fc4ac |
feat(gallery): add public templates gallery frontend (Tasks 4 & 5)
Add types, API client, page component, card components, detail modal, and /templates route for the public templates gallery. Uses raw fetch() for unauthenticated access, glass-card design system, and URL-synced filters with debounced search. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
|||
| 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> |
|||
| 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> |
|||
| bbe590bfec |
feat(ai-session): add Phase 2 PSA integration, escalation handoff, and session management
Phase 2 of the FlowPilot-First Pivot connecting AI sessions to ConnectWise PSA: Slice 1 — PSA Ticket Intake: - FlowPilotEngine accepts psa_ticket intake with graceful CW API fallback - Ticket picker on intake screen (refactored TicketPickerModal for dual-mode) - Ticket context card in session sidebar Slice 2 — Auto Documentation Push: - PSA documentation service with resolution/escalation note formatting - Time entry creation via new ConnectWise provider method - Automatic retry scheduler (APScheduler, 5min interval, 3 retries) - PSA push status indicators in frontend with manual retry button - Member mapping warning when CW member not mapped Slice 3 — Session Pause/Resume & Escalation Handoff: - Pause/resume endpoints for same-engineer session bookmarking - Escalation flow: requesting_escalation status, self-escalation blocked - Enhanced escalation package with LLM-generated hypotheses/suggestions - Pickup endpoint with continue/fresh resume modes and briefing step - Escalation queue (sidebar nav + dedicated page) - SessionBriefing component with continue/fresh choice UI - EscalateModal with PSA-aware button text Slice 4 — Mid-Session Ticket Linking: - Link ticket retroactively with context injection into system prompt - Link Ticket button in session sidebar Slice 5 — FlowPilot PSA Settings: - Settings tab on IntegrationsPage with 7 configurable options - Stored as flowpilot_settings JSONB on PsaConnection Database: 2 migrations (flowpilot_settings, psa_post_log changes, status constraint) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
|||
| 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> |
|||
|
chihlasm
|
2339787499 |
feat: add supporting data capture, PDF export, and branding settings UI
- API clients for supporting data CRUD and team branding - AddSupportingDataModal with text snippet and screenshot tabs (paste + upload) - SupportingDataPanel collapsible section integrated into both session runners - ExportPreviewModal updated with PDF format and server-side download flow - BrandingSettings component for company name and logo management - Expose team_id in UserResponse schema for branding endpoint access Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
||
|
chihlasm
|
b72eb56b7f |
feat: add onboarding checklist widget to dashboard
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
||
|
chihlasm
|
8534dbfb5f |
feat: command palette, PSA ticket context, session-to-flow converter (#108)
* feat: add paletteIntent utility for command palette query classification
Detects query intent ('question' | 'keyword' | 'page' | 'empty') to drive
smart result ordering in the enhanced command palette.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add recentFlows localStorage utility for command palette empty state
Tracks recently visited flows (capped at 10) with deduplication by id,
surfaced in command palette when query is empty.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: rewrite CommandPalette with categorized results and smart ranking
- Adds FlowPilot AI result (always present when query is non-empty)
- Intent-aware ordering: question → FlowPilot prominent; page → pages first;
keyword → FlowPilot at top with flows/sessions/tags below
- Pages section with admin-gated items (uses useAuthStore)
- Tags extracted from flow search results with ?tag= navigation
- Quick Actions for create/import/scripts
- Empty state shows recent flows + quick actions
- Grouped rendering with section labels per design system
- Keyboard nav flattened across groups
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add FlowPilot prefill handoff from command palette to AssistantChatPage
When navigated to /assistant with location.state.prefill, automatically
creates a new chat and sends the prefill message without user interaction.
Clears location state after handling to prevent re-trigger on back navigation.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: track recently visited flows for command palette empty state
Calls addRecentFlow after tree data loads in both TreeNavigationPage and
ProceduralNavigationPage so the command palette can surface recent flows
when the query is empty.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* refactor: use useMemo instead of useCallback for groups builder in CommandPalette
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add PSA ticket context Pydantic schemas (Task 6)
Add TicketDetails, CompanyInfo, ContactInfo, ConfigItem, TicketNote,
RelatedTicket, and TicketContext models in schemas/psa_context.py for
structured ticket context enrichment used by AI prompt injection.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add ticket context prompt formatter (Task 7)
format_ticket_context_for_prompt() in services/psa/ticket_context.py
serializes TicketContext into structured text for AI system prompts,
with 10-note limit, 200-char text previews, and human-readable timestamps.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add get_ticket_context() to ConnectWise provider (Task 8)
Fetches ticket details, company, contact, configurations, notes, and
related open tickets in parallel via asyncio.gather with partial failure
tolerance. Results are cached with a 5-minute TTL per ticket/connection.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add GET /integrations/psa/tickets/{id}/context endpoint (Task 9)
Returns rich TicketContext for a ticket ID. Handles PSA auth failures
(returns structured error), ticket-not-found (404), and general PSA
errors (502). Requires active PSA connection for the user's account.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: inject PSA ticket context into copilot system prompt (Task 10)
When a copilot conversation has an associated session with a linked PSA
ticket, fetch the ticket context and append it to the system prompt.
Failure is non-critical — errors are logged and the copilot proceeds
without context rather than failing the request.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add PSA context API client with TypeScript interfaces
Defines TicketDetails, CompanyInfo, ContactInfo, ConfigItemInfo,
TicketNote, RelatedTicket, and TicketContext interfaces matching backend
psa_context.py schemas. Exports psaContextApi with getTicketContext().
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add useTicketContext hook for PSA ticket context fetching
Accepts psaTicketId and psaConnectionId, fetches context on mount
when both IDs are present, and exposes refresh() for manual re-fetch.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add TicketContextPanel component with accordion sections
Glass-card panel showing ticket summary, status/priority/SLA, and
accordion sections for Client, Contact, Devices, Notes, and Related
tickets. Matches design system with font-label labels and ice-cyan accents.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: mount TicketContextPanel in session runners when ticket is linked
ProceduralNavigationPage renders panel in left sidebar below step checklist.
TreeNavigationPage renders panel above breadcrumb trail. Both use
useTicketContext hook and show panel only when psa_ticket_id is set.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add fallback_steps to TypeScript types (Task 15)
Add optional fallback_steps field to ProceduralStep interface.
Add FallbackStepRecord interface and fallback_decisions field to Session.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add backend validation for fallback steps (Task 16)
Validate fallback_steps in procedural flow validation: required fields,
no nested fallback_steps, no duplicate IDs. Add FallbackStepRecord schema
and fallback_decisions field to SessionResponse.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: create FallbackSteps UI component (Task 17)
Collapsible component supporting edit and execute modes. Edit mode
provides title/description inputs with add/remove controls. Execute
mode shows "This worked" / "Didn't help" action buttons with emerald/
rose styling. Amber accent styling throughout.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: integrate FallbackSteps into editor and session runner (Task 18)
Wire FallbackSteps edit mode into StepEditor for procedure_step type
with add/remove/update handlers using crypto.randomUUID(). Add execute
mode rendering in ProceduralNavigationPage with fallbackDecisions state
tracking per parent step.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add session-to-flow request/response schemas (Task 19)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add session-to-flow AI generation service (Task 20)
Converts completed troubleshooting sessions into reusable procedural flows
with fallback branches. Includes PSA ticket context integration and
AI-generated step validation.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add POST /ai/session-to-flow endpoint (Task 21)
Converts a completed session into a reusable procedural flow using AI.
Includes quota checking, usage recording, and proper error handling.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add Create Flow from Session button to session detail page (Task 22)
Adds sessionToFlow API client, exports from api/index.ts, and integrates
a prominent "Create Flow from Session" button on SessionDetailPage for
completed sessions. Generates a procedural flow via AI then navigates
to the procedural editor.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: cast tree_type to TreeType in session-to-flow creation
Fixes build error where string was not assignable to TreeType.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: update Playwright test selectors to match actual UI
- Use Control+k instead of Meta+k (Linux/CI compatibility)
- Use 'AI Assistant' group label instead of 'FlowPilot AI'
- Match actual FlowPilot chat page elements (Start a Conversation, New Chat, textarea)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: update Playwright test selectors to match actual UI
- Use specific command palette placeholder to avoid ambiguous matches
- Fix 'Quick Actions' scoping (two elements with same text)
- Fix 'Resolved' exact match on session detail page
- Fix tree editor to use getByText instead of getByDisplayValue
- Fix 'Add Step' strict mode by using .first()
- Fix fallback description placeholder text
- Update playwright.config.ts to use port 5433 and resolutionflow DB
- Update FlowPilot chat selectors to match actual page layout
11/17 new tests now passing. Remaining 6 need procedural session
navigation investigation.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: resolve all Playwright test failures — 16/16 passing
- Fix procedural session tests: sessions auto-start, no Start button
- Fix strict mode violations: use getByRole('heading') for step titles
- Fix FlowPilot chat: use button role selector for New Chat
- Fix command palette page nav: scope Analytics click to palette modal
- Fix fallback runner: remove non-existent Start button click
- Update playwright.config to port 5433 for local Docker
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
|
||
|
chihlasm
|
357f8e2d08 |
feat: sidebar redesign — activity feed, grouped nav, AI split (#107)
* docs: add 5 sidebar icon color concepts for UX review Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat(ui): add semantic icon colors and updated icons to sidebar nav Swap generic icons for more descriptive alternatives (Network, Wrench, FileOutput, Library, Code2, Lightbulb) and assign each nav item a unique semantic color for instant visual landmarks. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix(ui): default Sessions page to Active tab, reorder tabs Active sessions are what engineers care about most. Tab order is now Active, Prepared, Completed, All. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * docs: add sidebar grouping and AI naming concept mockups Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * docs: add sidebar redesign context and decision summary Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * docs: add sidebar redesign spec and implementation plan Design spec covers: activity zone with daily stats + session feed, nav grouping (Resolve/Build/Insights), AI split (FlowPilot + Flow Assist), pinned flows removal. Implementation plan has 5 chunks, 12 tasks, 39 steps. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add sidebar stats Pydantic schemas Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * test: add failing tests for sidebar stats endpoint Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add sidebar stats endpoint with daily stats and activity feed Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add sidebar API client, stats bar, activity feed components New components: SidebarStatsBar, SidebarActivityFeed, ActivityItem. New API client for sidebar stats endpoint. Pulse-dot CSS animation. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: restructure sidebar with stats bar, activity feed, and grouped nav Dashboard-first layout with Resolve/Build/Insights groups. AI split: FlowPilot (Resolve) + Flow Assist (Build). Stats bar: Resolved/Active/In Session daily counters. Activity feed: active sessions with CW ticket #, recent completions. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * refactor: remove pinned flows frontend (PinnedFlowsSection, store, API, pin buttons) Removed: PinnedFlowsSection component, pinnedFlowsStore, pinnedFlows API client. Cleaned: pin buttons from TreeGridView, TreeListView, TreeTableView. Cleaned: favorites section from QuickStartPage, pin props from TreeLibraryPage. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add FlowAssistPage placeholder and /flow-assist route Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: real-time sidebar stats via session-changed events Sidebar now refreshes stats when sessions are created or completed, not just on page navigation. Uses window event bus pattern (same as folder-changed events in codebase). Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: live-ticking In Session timer using active session start times SidebarStatsBar now computes active session elapsed time client-side from started_at timestamps, ticking every 60s. Backend only returns completed session minutes to avoid double-counting. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: sidebar In Session timer ticks every second and shows seconds Timer now uses 1s interval (not 60s) and displays seconds when under a minute so it matches the session timer in the flow UI. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * chore: trigger PR environment redeploy Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * debug: add console.log to SidebarStatsBar for timer investigation Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: parse sidebar timestamps as UTC (append Z suffix) Backend returns naive UTC timestamps without timezone indicator. JS Date() treats bare ISO strings as local time, causing the timer to compute negative elapsed time (future timestamps). Appending 'Z' forces UTC parsing. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: rename 'In Session' to 'Total Time' for clarity Makes it clear the timer is an aggregate of all sessions today, not just the current one. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
||
|
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. |
||
|
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> |
||
|
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> |
||
|
chihlasm
|
ccd06c9ed4 |
feat: flexible intake — deferred variables + prepared sessions (#103)
* feat: flexible intake — deferred variables + prepared sessions
Remove blocking intake form modal. Variables are now filled inline during
flow execution or pre-filled via prepared sessions. Adds PATCH /sessions/{id}/variables
endpoint, POST /sessions/prepare for session pre-staging, inline variable prompts
in StepDetail, editable Session Variables panel, and "Prepared for You" dashboard section.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: pass treeData directly to startSession to avoid stale state
setTree(treeData) hasn't committed when startSession runs immediately
after, so tree is still null and getStepsFromTree returns []. This
caused the step detail area to render empty on new session start.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: wire PrepareSessionModal entry point in Flow Library
Add "Prepare session" button (clipboard icon) to grid, list, and table
views for procedural/maintenance flows. Clicking fetches tree intake
fields and account members, then opens PrepareSessionModal.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
|
||
|
chihlasm
|
4727106141 |
fix: race condition hardening across auth, counters, and data fetching (#102)
* fix: prevent race conditions in token operations and auth flows Backend: - Refresh token rotation: use atomic UPDATE...WHERE revoked_at IS NULL to prevent concurrent refresh requests from both succeeding - Account invite codes: SELECT FOR UPDATE to prevent double-spend - Platform invite codes: SELECT FOR UPDATE to prevent double-spend - Password reset tokens: SELECT FOR UPDATE to prevent double-use - Email verification tokens: SELECT FOR UPDATE to prevent double-use Frontend: - Token refresh subscriber arrays: swap before iterating so a throwing callback doesn't leave the queue in a dirty state Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: atomic counters, plan limit re-check, and double-submit guard Backend: - Tree usage_count: use SQL-level UPDATE (Tree.usage_count + 1) instead of Python-level increment to prevent lost updates under concurrency - Tag usage_count: same SQL-level atomic increment/decrement in both create_tree and update_tree (delete_tree already used this pattern) - Plan tree limit: re-check count after db.flush() to close the TOCTOU window where two concurrent creates could both pass the pre-check Frontend: - TreeEditorPage: add isSaving early-return guard inside handleSaveDraft and handlePublish callbacks so Ctrl+S can't bypass the button disabled prop and fire duplicate save requests Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: prevent stale API responses from overwriting newer data - SessionHistoryPage: move loadSessions into effect with cancelled flag so rapid filter/tab changes discard outdated responses - TreeLibraryPage: add request ID ref to loadTrees so stale responses from previous filter selections are discarded - QuickStartPage: add request ID ref to debounced search so out-of-order responses don't overwrite newer search results Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * docs: add flexible intake design — deferred variables + prepared sessions Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com> |
||
|
chihlasm
|
0dc6123c0c |
feat: flow export/import + procedural Flow Assist (#96)
* feat: add flow export/import backend (migration, endpoints, schemas)
Add .rfflow file export/import support:
- Migration 050: import_metadata JSONB column on trees
- GET /trees/{id}/export?format=json|xml endpoint
- POST /trees/import endpoint (creates draft, resolves categories/tags)
- FlowExportEnvelope, FlowImportRequest/Response schemas
- import_metadata field on TreeResponse
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add flow export/import frontend + backend tests
Frontend:
- ExportFlowModal with JSON/XML format selection + download
- ImportFlowModal with drag-drop file picker + preview step
- rfflowParser for client-side JSON/XML .rfflow parsing
- Export buttons on editor toolbar and library action menus
- Import button on library page next to Create New
- Provenance display for imported flows in editor
- flowTransfer API client + types
Backend:
- Fix regex->pattern deprecation in export endpoint
- 12 integration tests covering export, import, round-trip,
access control, tag/category creation, version validation
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* refactor: remove XML export, JSON-only for .rfflow files
- Remove XML builder, format query param, and XML tests
- Simplify ExportFlowModal (no format picker)
- Simplify rfflowParser (JSON-only)
- Remove format field from schemas and types
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: match Flow Assist chat input to AI Assistant styling + strengthen one-question prompt
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add procedural flow support to AI chat builder (Flow Assist)
- Add procedural-specific system prompts (schema, interview protocol, response format)
- Dispatch prompts by flow_type: procedural/maintenance use flat steps schema, troubleshooting uses decision tree schema
- Parse [STEPS_UPDATE] and [INTAKE_FORM] markers in AI responses
- Add validate_generated_procedural_steps() validator
- Handle intake form extraction in AI chat import endpoint
- Add StaticStepsPreview component for procedural flow preview
- Update store and page to render correct preview by flow type
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add flow type selection to Flow Assist entry points
- CreateFlowDropdown now shows "Build with Flow Assist" under each flow type
- Library page "Flow Assist" button respects current type filter
- Clean up unused AIFlowBuilderModal references
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: update CLAUDE.md with AI chat builder and intake form learnings
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: refine assistant chat prompt for concise answers and focused questions
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: switch AI provider to Claude Sonnet 4.6 + add shift+enter hint to chat inputs
- Default AI_PROVIDER changed from gemini to anthropic
- AI_MODEL and AI_MODEL_ANTHROPIC updated to claude-sonnet-4-6
- Added "Shift + Enter for a new line" hint below all chat textareas
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: update CLAUDE.md with AI provider and chat input learnings
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: add editor-embedded Flow Assist design document
Design for replacing the standalone /ai/chat page with context-aware
AI side panels embedded in each editor (Troubleshooting + Procedural).
Covers ghost node suggestion system, output-based thresholds,
config-driven model routing, knowledge integration, and per-flow
chat persistence.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: add editor-embedded Flow Assist implementation plan
25-task plan across 9 phases covering backend foundation, frontend
infrastructure, tree/procedural editor integration, AI-assisted create,
old code removal, action-type dispatch, suggestion audit trail, and
build verification.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: use actual root node ID in orphan validation check
AI-generated trees use descriptive IDs (e.g., "verify-account-exists")
instead of "root", causing the root node to be falsely flagged as orphaned.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add config-driven AI model tier routing
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: extend AI chat session with tree_id and archived_at
Add tree_id FK (CASCADE) for editor-embedded sessions and archived_at
timestamp column to ai_chat_sessions table.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add AI suggestion audit trail table
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add action_type and focal_node_id to AI chat message API
- Add VALID_ACTION_TYPES literal and action_type/focal_node_id fields to
AIChatMessageRequest schema
- Add tree_id field to AIChatStartRequest schema for editor-embedded sessions
- Update send_message() signature with action_type and focal_node_id params
- Update start_chat_session() signature with tree_id param
- Pass new params through endpoints to service functions
- All new params have defaults so existing behavior is unchanged
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: route AI model selection through action-type config
Update get_ai_provider() to accept an optional model override parameter
(applied only to AnthropicProvider; Gemini always uses its own model).
Thread action_type-based model resolution through send_message() and
generate_final_tree() in the AI chat service.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add TypeScript types for editor-embedded AI
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add shared ContextMenu component
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add useEditorAI hook and editorAI API client
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add EditorAIPanel component with Chat and Suggestions tabs
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: integrate AI panel, context menu, and ghost nodes in tree editor
- Add AI Assist panel toggle button to tree editor toolbar
- Wire EditorAIPanel alongside TreeEditorLayout with single-panel rule
- Thread onNodeContextMenu through TreeEditorLayout → FlowCanvas → FlowCanvasNode
- Add right-click context menu with Generate Branch, Explain Node, Delete actions
- Add ghost node detection (_suggestion flag) with dashed border + opacity styling
- Add Accept/Dismiss overlay buttons on ghost nodes for future suggestion handling
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: integrate AI panel, context menu, and ghost steps in procedural editor
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add AI prompt dialog and wire into CreateFlowDropdown
Replace navigation to /ai/chat with an inline AIPromptDialog modal
that collects a single prompt, generates a flow via the editor AI API,
imports it, and navigates to the editor with the AI panel open.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: add glassmorphism to AI prompt dialog + maintenance Flow Assist button
- Use .glass-card-static on AIPromptDialog card for consistent design system
- Add "Build with Flow Assist" button to maintenance section in CreateFlowDropdown
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* refactor: remove standalone Flow Assist page and old AI chat components
Remove the old /ai/chat page, AI wizard modal, and all associated
components/stores/types now replaced by the editor-embedded AI panel.
Deleted:
- AIChatBuilderPage, ai-chat/ components, aiChatStore, aiChat API, ai-chat types
- AIFlowBuilderModal, ai-builder/ components, aiFlowBuilderStore
Cleaned up:
- Router (removed /ai/chat route)
- Sidebar (removed Flow Assist nav item)
- MyTreesPage (removed AI builder modal and button)
- TreeLibraryPage (removed Flow Assist button)
- API and type barrel exports
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add delta response parsing and action-type prompt dispatch
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add AI suggestion audit trail endpoints
Create/list/resolve endpoints for tracking AI-applied changes to flows.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add APScheduler task to auto-archive stale AI chat sessions
Archives AI chat sessions with no activity for 30 days, runs daily at 3 AM.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: update project status for editor-embedded Flow Assist
- Add Editor-Embedded Flow Assist to CURRENT-STATE.md in-progress items
- Update CLAUDE.md: fix stale lessons (#41, #46), add new patterns (#47 editor AI architecture, #48 orphan validation)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: use correct model alias in AI_MODEL_TIERS standard tier
The dated model ID `claude-sonnet-4-6-20250514` was causing 502 errors.
Use the alias `claude-sonnet-4-6` which matches AI_MODEL_ANTHROPIC.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: send live flow context to AI Assist for full editor awareness
The AI panel now sends the current tree structure (troubleshooting) or
steps + intake form (procedural/maintenance) with each message. This
gives the AI full visibility into node details, questions, descriptions,
options, and intake form fields — not just the node ID.
- Backend: add flow_context param to schema, endpoint, and service
- Frontend: add getFlowContext callback to useEditorAI hook
- TreeEditorPage: passes treeStructure as flow context
- ProceduralEditorPage: passes steps + intakeForm as flow context
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: include flow name and description in AI Assist context
Both editors now send name and description alongside the flow structure,
so the AI can reference what the flow is about when responding.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: increase AI timeout to 120s and limit retries to 1
The 45s timeout was too short for generation tasks with full flow
context in the system prompt. The Anthropic SDK's default 2 retries
caused requests to hang for ~136s before failing. Now: 120s timeout
with max 1 retry = faster failure if it does timeout.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: wire AI-generated flow structures into editor stores
The useEditorAI hook was ignoring result.working_tree from AI responses,
so generated steps/trees never appeared in the editor. Now:
- useEditorAI calls onFlowUpdate when working_tree is present in response
- ProceduralEditorPage handles steps + intake form updates via replaceSteps
- TreeEditorPage handles tree structure updates via replaceTreeStructure
- Both stores have new bulk-replace methods for AI integration
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: add lessons learned for full-stack integration, Anthropic retries, model tiers
#49 Always verify frontend consumes backend response fields
#50 Anthropic SDK max_retries=1 to avoid 3× timeout
#51 AI model tier routing via settings.get_model_for_action()
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: move AI Assist panel to full-height side layout in both editors
The AI panel was nested inside the content area, only spanning the
step list / canvas section. Now it sits at the outermost flex level,
spanning the full page height alongside all content (toolbar,
collapsible sections, steps/canvas). This prevents the panel from
overlapping content and lets the editor area properly shrink.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: AI Assist panel as fixed right drawer (matching Copilot/Scratchpad)
Convert EditorAIPanel from in-flow flex child to fixed right-side drawer
overlay, same pattern as CopilotPanel and ScratchpadSidebar. The panel
is fixed at right:0 spanning full viewport height, and editor pages add
pr-[380px] padding when open so content shifts left without overlap.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: AI Assist panel sits below topbar with slide-in animation
- Panel now uses top:56px to sit below the app shell topbar instead of
covering it (matches the main-content grid cell area)
- Added slideInRight CSS animation for smooth drawer entrance
- Editor pages use dynamic paddingRight via PANEL_WIDTH constant
- ChatTab upgraded: markdown rendering, CopilotPanel-style message
bubbles, auto-focus input, Shift+Enter hint
- All borders use --glass-border for consistent glassmorphism
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: AI Assist panel as in-flow flex sibling (not fixed/overlay)
Replace fixed positioning with in-flow flex layout. The outermost div
is now a horizontal flex row: content column (flex-1 min-w-0) + panel
(w-[380px] shrink-0). When the panel opens, the content column
automatically shrinks — no padding hacks or z-index stacking needed.
This guarantees the content shifts left and stays fully visible.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: AI Copilot panel as in-flow flex sibling in session navigation pages
Changed CopilotPanel from fixed overlay to flex layout sibling so it
pushes main content instead of covering it during active sessions.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: remove duplicate CLAUDE.md lessons #47-48
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
|
||
|
chihlasm
|
0fb1ef33a0 |
feat: AI chat conclusion + survey completion & management (#95)
* fix: increase assistant chat input height from 1 to 3 rows Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add Anthropic prompt caching to assistant chat Cache the static system prompt and conversation history prefix across turns, reducing input token costs by ~80% on multi-turn conversations. RAG context is intentionally uncached since it changes per query. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add Microsoft Learn MCP integration + refine assistant system prompt - Integrate Microsoft Learn MCP server via Anthropic's MCP connector for real-time documentation lookups (docs search, fetch, code samples) - Refine system prompt: clear persona, structured answer guidelines, when to use RAG flows vs Microsoft Learn, guardrails against fabrication - Add ENABLE_MCP_MICROSOFT_LEARN config toggle (default: True) - Fix bugs from prior edit: wrong MCP URL, broken indentation, undefined usage/token variables, NOT_GIVEN for disabled MCP params - Log MCP tool usage and cache performance Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: AI chat session conclusion + survey completion & management AI Assistant - Conclude Session: - 3-step modal: select outcome (resolved/escalated/paused), add notes, AI-generated summary - AI generates structured ticket notes from conversation transcript (PSA-ready format) - Copy to clipboard for pasting into ticketing systems - "Resume in New Chat" for paused sessions (pre-loads context into new chat) - Backend: POST /chats/{id}/conclude endpoint, conclusion_summary/outcome/concluded_at fields - Migration 048: add conclusion fields to assistant_chats Survey Completion Flow: - Email-to-self option after submission (branded HTML email with formatted responses) - Finish button navigates to /survey/thank-you page - Thank you page with close-window message and feedback email callout - Already-submitted state updated with same messaging - Backend: POST /survey/email-copy public endpoint Survey Admin Management: - Read/unread indicators (cyan dot, bold name, auto-mark on expand) - Unread count stat card - Per-row context menu: mark read/unread, archive/unarchive, delete - Bulk actions bar: select all, mark read/unread, archive, delete - Show Archived toggle to filter archived responses - Backend: 7 new admin endpoints (read, unread, archive, unarchive, delete, bulk) - Migration 049: add is_read, archived_at to survey_responses Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: initialize VerifyEmailPage state from token to avoid setState in effect Moves the no-token error case from useEffect into initial state to satisfy the react-hooks/set-state-in-effect ESLint rule. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com> |
||
|
chihlasm
|
199cf315c6 |
feat: admin survey responses page with expandable detail and CSV export
- Backend: GET /admin/survey-responses (list with stats, invite join) - Backend: GET /admin/survey-responses/export (CSV download) - Frontend: SurveyResponsesPage with expandable row detail - Two-column Q&A grid with typed answer rendering (chips, ranked lists, quote blocks) - Stats cards (total responses, this week) - CSV export button with blob download - Sidebar nav + route wiring - Also: updated Q14 from product domain ranking to diagnostic prioritization Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
