070d2383bc645bb6b11fa5022f745dea19821e80
76 Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
| 070d2383bc |
fix: remove unused PSATicketSearchResult import
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> |
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| 9d88c8456c |
feat(tickets): add tickets API client, update integrations API for paginated search, fix callers
- Create frontend/src/api/tickets.ts with ticketsApi (resources, status, create, ai-parse, priorities, search) - Update integrationsApi.searchTickets and searchTicketsQueue return types from PSATicketSearchResult[] to TicketListResponse - Fix TicketQueue.tsx to use results.items (append/set) and results.items.length for pagination check - Fix TicketPickerModal.tsx to use results.items when setting search results - Export ticketsApi from api/index.ts Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> |
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| 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> |
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| 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> |
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chihlasm
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c8f571db39 |
feat(network): thumbnail generation on save, shown on list page
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> |
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chihlasm
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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> |
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chihlasm
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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> |
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chihlasm
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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> |
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chihlasm
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bcab8158ab |
feat: add streamDocumentation SSE client for ticket notes
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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chihlasm
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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>
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chihlasm
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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> |
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chihlasm
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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> |
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chihlasm
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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>
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| 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>
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| 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> |
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| 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>
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Michael Chihlas
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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>
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Michael Chihlas
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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> |
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Michael Chihlas
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ec245c9fef |
feat: add Script Builder frontend types and API client
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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| 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> |
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| 5e009fd752 |
feat(search): add similar sessions UI in FlowPilot sidebar
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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| 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>
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| 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> |
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| 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> |
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| 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> |
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| 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> |
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| 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> |
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| 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> |
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| 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> |
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| 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> |
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| 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> |
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|
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. |
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|
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> |
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|
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> |
||
|
chihlasm
|
f6b827ebca |
feat: add admin survey invites page with create and list
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
||
|
chihlasm
|
4d2c4930fd |
feat: Slate & Ice Modern aesthetic redesign (#94)
* chore: update Google Fonts to Bricolage Grotesque, IBM Plex Sans, JetBrains Mono Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * chore: update Tailwind config to Slate & Ice theme colors and fonts Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: update CSS variables and glass-card utilities for Slate & Ice theme - Replace all color variables with Slate & Ice palette - Add glass system vars (--glass-bg, --glass-blur, --shadow-float) - Replace legacy glass-card with new variable-driven glass classes - Add breatheGlow, bellWobble, slideDown, fadeInRight keyframes - Update font references to IBM Plex Sans and Bricolage Grotesque Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: recolor BrandLogo to cyan gradient, split BrandWordmark for gradient Flow text Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: update TopBar with glassmorphism backdrop and cyan accent styling Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: update Sidebar with glassmorphism backdrop Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add ambient atmosphere gradient orbs behind app shell Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: update QuickStats and SessionsPanel with glass-card styling Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add WeeklyCalendar, QuickActions, OpenSessions, RecentActivity dashboard components Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: redesign dashboard layout with calendar, open sessions, and glass-card panels New layout: greeting → calendar+actions → sessions+stats → activity Replaces old QuickStats and SessionsPanel with new dashboard components Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: replace remaining purple hex references with ice-cyan accent Sweep of hardcoded purple hex values (#818cf8, #6366f1) replaced with new cyan accent (#06b6d4) in QuickActions, RecentActivity, QuickLaunch, and SVG brand assets. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * docs: update CLAUDE.md branding and design system for Slate & Ice Modern Updated Last Updated date, branding section (fonts, colors, glass utilities, atmosphere orbs), component styling rules, and Design System section to reflect the new ice-cyan glassmorphism theme. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * docs: add Slate & Ice Modern design doc and implementation plan Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: redesign login page with Slate & Ice Modern design system Apply glassmorphism styling, atmosphere orbs, branded wordmark, and consistent design tokens to match the updated app shell aesthetic. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: raise TopBar z-index so profile dropdown renders above main content Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add AI assistant with in-session copilot and standalone chat with RAG Implements three-phase AI assistant feature: - Phase 0: RAG infrastructure with pgvector embeddings, Voyage AI integration, tree chunking service, and semantic search over team's flow library - Phase 1: In-session copilot panel during flow navigation with contextual AI help, current step awareness, and suggested related flows - Phase 2: Standalone AI chat page with persistent conversation history, pin/delete, and configurable retention policies (account-level) Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add account management, email verification, AI fixes, and user guides - Profile settings, account transfer, delete/leave account flows - Email verification with JWT tokens and Resend integration - AI assistant/copilot fixes: markdown rendering, shared RAG helpers, token tracking, input refocus, model_validate usage - User guides hub + detail pages with 13 topic guides - Sidebar and top bar navigation for guides Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: prevent stale chunk errors after deployments - Set Cache-Control no-cache on index.html in nginx so browsers always fetch fresh chunk references after a deploy - Auto-reload on chunk load failures (stale deploy detection) with loop prevention via sessionStorage - Show friendly "App Updated" message if auto-reload doesn't resolve it Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add email verification toggle to admin settings Adds platform-level toggle to enable/disable email verification. When disabled, the verification banner is hidden and the send endpoint returns 403. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com> |
||
|
chihlasm
|
596153085a |
feat: add AI chat builder frontend — types, API client, store, components, page, routing
- TypeScript types for chat session, messages, and responses - API client module with all 6 endpoints - Zustand store with session management, message sending, tree generation, import, resume - 7 chat components: ChatMessage, ChatInput, ChatPanel, PhaseIndicator, ChatToolbar, EmptyPreview, StaticTreePreview - AIChatBuilderPage with split-panel layout (60% chat / 40% preview) - Route at /ai/chat with lazy loading - "Build with AI" button on TreeLibraryPage - Session resume via URL search params Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
||
|
chihlasm
|
29dc95e920 |
feat: add AI auto-fix UI — types, API client, ValidationSummary button, review modal, and TreeEditorPage wiring
- New ai-fix.ts types for request/response - fixTree() method on treesApi - "Fix with AI" button in ValidationSummary (shows for fixable errors) - AIFixReviewModal with per-fix apply/skip and apply-all - TreeEditorPage orchestrates the fix flow Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
||
|
chihlasm
|
e6a0c0549b |
feat: Step Library sync + service account for default tree ownership
* feat: maintenance flow UX redesign — batch status hub, context strip, detail page upgrades (#85) - Add BatchStatusPage (/flows/:id/batches/:batchId): per-target Start/Resume/View cards, progress bar, 5s polling while in-progress, completion outcome summary - Add BatchStatusCard: handles not-started/in-progress/complete states with step progress for in-progress targets - Add ActiveBatchBanner: amber banner on detail page when a batch is running, links to BatchStatusPage - Add MaintenanceContextStrip: amber strip in ProceduralNavigationPage for maintenance flows showing target name, batch progress (X/Y complete), and Back to Batch nav - Update MaintenanceFlowDetailPage: active batch banner, clickable run history rows with mini progress dots and outcome summaries, Run button loading state, post-launch navigates to BatchStatusPage - Update ProceduralNavigationPage: renders MaintenanceContextStrip between top bar and content when tree_type === 'maintenance'; fetches batch progress once on mount - Add batch_id filter to GET /sessions backend endpoint and SessionListParams frontend type - Add /flows/:id/batches/:batchId route to router Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: session detail page — completion action + outcome summary card - In-progress sessions: amber banner with "Complete Session" button opens SessionOutcomeModal to set outcome/notes/next-steps and finalize - Completed sessions: colored outcome summary card (icon + outcome label + duration + notes + next steps) replaces dense header metadata; "Copy for Ticket" promoted to primary action inside the card - Export toolbar de-emphasized to secondary row of smaller controls below the summary card Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add library-page action props to StepCard (edit/delete/save) Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: pass library-page action props through StepLibraryBrowser + refreshKey Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: StepFormModal wrapper + submitLabel/isSubmitting props on StepForm Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: Step Library page — create, edit, delete, save-to-library Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add RuntimeStep union type for procedural custom steps Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: StepChecklist accepts RuntimeStep[], renders amber Custom badge Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: StepDetail accepts RuntimeStep, renders Custom Step badge for custom steps Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: custom step insertion in procedural flow sessions Engineers can add custom steps inline during execution. Steps are persisted to session.custom_steps and restored on resume. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: suppress StepFeedback on custom steps, fix resume stepState seeding, functional updater for step index Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * docs: add tree forking UI design doc Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * docs: add tree fork UI implementation plan Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add ForkInfo type and fork fields to Tree/TreeListItem Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: align ForkInfo type with backend schema, remove redundant fork fields Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: ForkInfo placement, required fork_info field, add JSDoc Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add ForkModal component with name and reason fields Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: ForkModal accessibility and UX (escape, click-outside, labels, maxLength) Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: open ForkModal on fork action in TreeLibraryPage Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add ForkModal to MyTreesPage Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: show Fork chip badge on forked tree cards Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * docs: add flow-to-library step sync design doc Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * docs: add flow-to-library sync implementation plan Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add sync tracking columns to step_library Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add sync columns and source_tree relationship to StepLibrary model Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add group_label to StepContent, is_flow_synced/source_tree_name to StepLibraryResponse Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: include is_flow_synced and source_tree_name in step list/detail responses Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: add is_flow_synced and source_tree_name to step list response Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: add selectinload and sync fields to search and get_step endpoints Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add step_sync module with extraction and upsert logic Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: safe NOT IN placeholders for asyncpg, add deactivate docstring Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: trigger step library sync on tree publish and deactivate on delete - Call sync_steps_from_tree in update_tree whenever the tree is published (status transitions to 'published' or is already published and structure changes) - Call deactivate_synced_steps_for_tree in delete_tree before db.commit() so the FK SET NULL does not nullify source_tree_id before the WHERE clause runs - Fix ::jsonb cast syntax in step_sync.py (asyncpg rejects :: operator in text() queries; replaced with CAST(:content AS jsonb)) - Add UniqueConstraint('source_tree_id','source_node_id') to StepLibrary model so Base.metadata.create_all (used by tests) creates the constraint that the ON CONFLICT clause in sync_steps_from_tree depends on Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add is_flow_synced and source_tree_name to Step types Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: show From Flow badge and lock icon on flow-synced StepCard Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: show source flow name in StepDetailModal for synced steps Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add Library Visibility select to procedural StepEditor Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: address code review issues in flow-to-library sync - Fix sync trigger: only fire on publish transition, not every PUT - Add TestSyncOnPublish integration tests (2 tests, 16 total passing) - Add group_label to frontend StepContent interface - Guard Library Visibility select to procedure_step nodes only - Block API edits to flow-synced steps (400 read-only guard) Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: handle None author_id in step sync to avoid invalid UUID error When a system/default tree has no author (author_id is None), str(None) produces the literal string 'None' which asyncpg rejects as an invalid UUID for the created_by column. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: add ResolutionFlow service account to own default tree steps in library Default/system trees had no author_id (NULL), causing a NOT NULL violation when syncing steps to step_library.created_by on publish. - Add is_service_account flag to users table (migration 4f4137ce) - Add service_account.py: idempotent ensure_service_account() creates noreply@resolutionflow.com with unusable password on startup - Cache service account ID on app.state at lifespan startup - Add get_service_account_id() FastAPI dep (returns None in tests) - sync_steps_from_tree: resolve author_id or service_account_id as created_by - create_tree: set author_id=service_account_id for is_default trees - Migration 1490781700bc: backfill author_id on 31 existing default trees Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> --------- Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com> |
||
|
chihlasm
|
9dc667eb3c |
feat: super admin promote/demote endpoint + admin panel UI
Fix require_engineer_or_admin missing "admin" account_role, add
PUT /admin/users/{id}/super-admin endpoint with audit logging,
and promote/demote button with confirmation modal on UserDetailPage.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
|
||
|
chihlasm
|
ed4ab059bf |
feat: AI flow builder, visibility model, dashboard tabs, fork UI (#88)
- AI flow builder: scaffold → branch detail → assemble → review flow - Generate All one-click branch generation with stop/cancel - Regenerate scaffold suggestions button - 3-action review screen: Start Flow, Open in Editor, Build Another - Fix Publish button gated behind !isDirty - Fix visibility column enforcement in tree access filter - Add ?visibility filter and author_name to GET /trees - Dashboard tabbed flows: My Flows / My Team / Public / All - Create button in My Flows tab, window focus reload (stale data fix) - Fork UI with optional reason modal - Fix account_id nullability in User type and schema - Keep is_public and visibility in sync on updates Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
