Commit Graph

2 Commits

Author SHA1 Message Date
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>
2026-03-07 15:51:37 -05:00
chihlasm
50d9ff59d0 feat: React Flow migration for flow editor canvas (#82)
* docs: add React Flow migration design for flow editor canvas

Replaces hand-built CSS flexbox canvas with @xyflow/react for zoom/pan,
dagre auto-layout, collapsible minimap, and side-panel editing.

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

* docs: add React Flow migration implementation plan

12 tasks across 8 phases covering dagre layout, custom nodes,
side panel editor, and full canvas integration.

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

* chore: install @xyflow/react and @dagrejs/dagre

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

* feat: add dagre layout utility for React Flow node positioning

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

* feat: add FlowCanvasNode compact card for React Flow canvas

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

* feat: add FlowCanvasAnswerNode stub card for React Flow canvas

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

* feat: add useTreeLayout hook for tree-to-ReactFlow conversion with dagre

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

* feat: add NodeEditorPanel side panel for React Flow canvas editing

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

* feat: add FlowCanvas main React Flow component with zoom/pan/minimap

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

* feat: wire FlowCanvas and NodeEditorPanel into TreeEditorLayout

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

* feat: add panel state management for node editor in TreeEditorPage

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

* style: add React Flow dark theme overrides for canvas

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

* chore: export new React Flow canvas components from barrel

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

* fix: enable scrolling in node editor panel sidebar

Add min-h-0 to flex containers in the ancestor chain so overflow-y-auto
actually triggers instead of content overflowing off-screen.

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

* fix: constrain tree editor page height to prevent panel overflow

Add overflow-hidden to TreeEditorPage root and NodeEditorPanel container
so the flex height chain is properly constrained by the CSS Grid cell,
preventing the node editor sidebar from growing beyond the viewport.

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

* fix: resolve lint errors in NodeEditorPanel and useTreeLayout

- Fix unused 'children' destructuring with _children prefix
- Move handleClose declaration above the useEffect that references it
- Use handleClose as proper dependency instead of eslint-disable
- Fix unused _parentId parameter type in useTreeLayout

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

* fix: use viewport-based height for node editor panel

Replace h-full with calc(100vh - 105px) to bypass the CSS height chain
that fails to constrain the panel across browsers. The 105px accounts
for the topbar (56px) and editor toolbar (49px).

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

* style: fix canvas controls visibility and enhance dot grid background

- Add !important to all React Flow dark theme overrides to ensure they
  win over library default styles (fixes white controls rectangle)
- Add SVG fill inheritance for control button icons
- Use slightly lighter canvas background (bg-accent/30) so dot grid
  is more visible
- Increase dot size and use muted-foreground color for better contrast

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

* feat: collapse sidebar categories with show more/less toggle

Show only the first 4 categories by default with a "N more" button
to expand the full list. Reduces sidebar clutter when many categories
exist.

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

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-19 00:43:34 -05:00