Commit Graph

314 Commits

Author SHA1 Message Date
Michael Chihlas
1aa60dada2 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>
2026-03-04 01:36:36 -05:00
Michael Chihlas
41cb7956cb fix: raise TopBar z-index so profile dropdown renders above main content
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-03 21:20:36 -05:00
Michael Chihlas
a5cff0db64 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>
2026-03-03 20:43:56 -05:00
chihlasm
59cbc6bb49 docs: add Slate & Ice Modern design doc and implementation plan
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-03 08:54:41 -05:00
chihlasm
3756c18e9a 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>
2026-03-03 08:52:27 -05:00
chihlasm
abbf9c5126 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>
2026-03-03 08:50:50 -05:00
chihlasm
f0bfa08df1 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>
2026-03-03 08:31:27 -05:00
chihlasm
396453c18a feat: add WeeklyCalendar, QuickActions, OpenSessions, RecentActivity dashboard components
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-03 08:12:38 -05:00
chihlasm
1397254dfd feat: update QuickStats and SessionsPanel with glass-card styling
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-03 08:12:36 -05:00
chihlasm
ff5b1e23e8 feat: add ambient atmosphere gradient orbs behind app shell
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-03 08:08:14 -05:00
chihlasm
32e0b57e6b feat: update Sidebar with glassmorphism backdrop
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-03 08:08:06 -05:00
chihlasm
6f52cd074c feat: update TopBar with glassmorphism backdrop and cyan accent styling
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-03 08:08:04 -05:00
chihlasm
7b2c2118a7 feat: recolor BrandLogo to cyan gradient, split BrandWordmark for gradient Flow text
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-03 08:08:02 -05:00
chihlasm
0568fc1454 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>
2026-03-03 08:00:44 -05:00
chihlasm
c66b2bb88e chore: update Tailwind config to Slate & Ice theme colors and fonts
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-03 07:55:56 -05:00
chihlasm
767d2ac164 chore: update Google Fonts to Bricolage Grotesque, IBM Plex Sans, JetBrains Mono
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-03 07:48:55 -05:00
chihlasm
554ad84d9e chore: add Docker dev files and ignore .sql database dumps
Added Dockerfile.dev for backend and frontend, docker-compose.dev.yml
for local development. Added *.sql to .gitignore to prevent accidental
commit of database dumps.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-01 19:00:46 -05:00
chihlasm
e25f041332 docs: add Alembic sequential migration numbering rule to CLAUDE.md (#38)
Migrations must use sequential numbered prefixes (e.g., 040_desc.py) with
--rev-id flag. Never use auto-generated revision IDs. Updated both the
lessons learned section and the development commands.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-01 14:53:05 -05:00
chihlasm
9811c56280 docs: consolidate LESSONS-LEARNED.md into CLAUDE.md, single source of truth
Merged 8 unique lessons (#30-#37) from LESSONS-LEARNED.md into CLAUDE.md:
Alembic env.py imports, JSONB datetime serialization, export pipeline order,
Railway deployment gotchas, bcrypt pinning, email validator TLD, first admin
promotion. Deleted LESSONS-LEARNED.md and updated all references.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-01 14:51:43 -05:00
chihlasm
a1c9675be7 docs: add CI/CD gotchas and Linux venv path to CLAUDE.md
Added lessons learned: AI tests need ai_enabled mock in CI (#28),
ESLint no-unused-vars lacks argsIgnorePattern (#29). Added Linux venv
activation path and gh CLI commands for CI debugging.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-01 14:38:28 -05:00
chihlasm
f31058fc3f fix: resolve CI failures — ESLint unused vars and AI chat tests in CI
Frontend: suppress unused-vars ESLint errors for callback params in
MaintenanceFlowDetailPage and StepLibraryPage.

Backend: add autouse fixture to mock settings.ai_enabled=True in
test_ai_chat.py so tests pass in CI where no ANTHROPIC_API_KEY is set.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-01 14:21:48 -05:00
chihlasm
5b150e29e5 fix: correct entity name to ResolutionFlow LLC in license
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-01 01:05:07 -05:00
chihlasm
787456d9d4 chore: add proprietary license file
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-01 01:04:44 -05:00
chihlasm
9bef7e5814 docs: rewrite README to reflect current product state
Updated from planning-phase placeholder to accurate representation of
ResolutionFlow as a production SaaS product. Reflects all shipped features
(AI Flow Assist, procedural/maintenance flows, cross-references, session
sharing, export improvements), current tech stack, project structure, and
development setup instructions.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-01 00:36:23 -05:00
chihlasm
459792019a docs: rewrite roadmap to reflect current state, add post-work checklist to CLAUDE.md
Rewrote 03-DEVELOPMENT-ROADMAP.md — replaced outdated week-by-week format with
phase-based structure reflecting actual project state. Integrated all 13 open
GitHub issues into appropriate phases. Added "After Completing Work" checklist
to CLAUDE.md coding standards and roadmap/issues to quick reference table.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-01 00:30:13 -05:00
chihlasm
dfa05a9b25 feat: AI Chat Builder (Flow Assist) + cross-reference loop-back support
- AI conversational flow builder with interview phases (scoping, discovery, enrichment)
- Flow Assist sidebar nav, toolbar, chat panel, tree preview
- Cross-reference / loop-back support: nodes can reference any node in the tree
- Dashed purple arrows on canvas for cross-references
- Node picker dropdowns for action and decision forms
- Backend validator relaxed for cross-references
- AI system prompt updated for loop-back patterns

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-28 20:43:48 -05:00
chihlasm
208807cf94 docs: add cross-reference / loop-back implementation plan
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-28 20:43:34 -05:00
chihlasm
01e7ad7578 feat: update AI system prompt to allow cross-reference loop-back patterns
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-28 19:55:05 -05:00
chihlasm
fc9e1e5f63 feat: add cross-reference node picker to decision option rows
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-28 19:50:28 -05:00
chihlasm
663919d928 feat: add node picker dropdown to action node form for cross-references
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-28 19:47:10 -05:00
chihlasm
b0347bacd4 feat: render cross-reference edges as dashed purple arrows on canvas
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-28 19:25:16 -05:00
chihlasm
ddf75df976 feat: change circular reference detection from error to warning — loops are intentional
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-28 19:21:11 -05:00
chihlasm
ce3ad44b7d feat: relax decision option validation — allow cross-references to any node in tree
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-28 19:18:02 -05:00
chihlasm
bd72f64030 docs: add cross-reference / loop-back design document
Design for allowing tree nodes to reference any node in the tree
(not just direct children), enabling loop-back patterns. Ghost
reference approach — no schema changes, SVG overlay arrows on
canvas, node picker + drag-to-link in editor.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-28 19:09:11 -05:00
chihlasm
b819236aa5 fix: replace Import button with "Save to Flow Library" and remove duplicate check
- After generation, toolbar shows "Save to Flow Library" button
  (replaces "Import to Editor")
- Button shows "Saving..." spinner state during API call
- Generate button shows animated spinner during generation
- Backend /import endpoint always creates a new Tree record
  (removed generated_tree_id idempotency check)
- Navigates to tree editor after successful save

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-28 15:08:58 -05:00
chihlasm
2196886cd2 feat: rename AI builder to "Flow Assist" and add sidebar nav item
- Rename all "Build with AI" labels to "Flow Assist"
- Update CreateFlowDropdown description to "AI-powered flow builder"
- Add Flow Assist nav item with Sparkles icon to sidebar (both
  expanded and collapsed states)
- Update AIFlowBuilderModal titles for consistency

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-28 10:55:51 -05:00
chihlasm
1f404a20ca fix: handle truncated AI responses and relax progressive tree validation
- Strip unclosed [TREE_UPDATE] and [METADATA] blocks from display when
  response is truncated by max_tokens
- Increase send_message max_tokens from 2000 to 8000 to prevent
  truncation of large tree JSON
- Use lightweight validation for progressive tree updates (valid root
  node only) instead of strict 5-node minimum — strict validation
  still applies at final /generate step

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-28 10:38:22 -05:00
chihlasm
e79ffff1dc fix: address code review findings for AI chat builder
- C1: Fix race condition in handleReset — await abandonSession before
  starting new session to prevent store state corruption
- I1: Extract error messages from Axios response.data.detail instead of
  generic error.message — users now see helpful backend messages (quota
  limits, message caps, etc.)
- I2: Add isGenerating guard in generateTree store action to prevent
  concurrent generation requests on double-click
- I3: Add isResponding guard in sendMessage to prevent concurrent sends
- M5: Remove redundant type casts on flowType
- M6: Add rate limiter to DELETE /sessions/{id} for consistency

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-27 08:53:54 -05:00
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>
2026-02-27 07:20:04 -05:00
chihlasm
0da67586da feat: add backend tests for AI chat builder + fix conversation_id FK issue
Tests cover session create, send message with tree update, get session,
abandon, 404 on missing session, and 503 when AI disabled.

Fixed: ai_usage.conversation_id has FK to ai_conversations, not
ai_chat_sessions. Chat builder now passes conversation_id=None and
tracks session reference in extra_data.chat_session_id.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-27 04:06:47 -05:00
chihlasm
ef96b1a12f feat: add AI chat builder endpoints and update quota service
6 endpoints: create session, send message, get session, generate tree,
import to editor, abandon. Quota service daily limit updated to include
chat builder generation types.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-27 03:54:08 -05:00
chihlasm
babfd0c6d9 feat: add generate_text method to AIProvider for non-JSON responses
The AI Chat Builder needs conversational text responses, not JSON-only.
Gemini's generate_json forces response_mime_type='application/json'
which is incompatible. The new generate_text method omits this constraint.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-27 03:49:35 -05:00
chihlasm
b7e48fae0e feat: add AI chat builder service with system prompt and conversation loop
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-27 03:47:56 -05:00
chihlasm
5c67455190 feat: add Pydantic schemas for AI chat builder
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-27 03:44:01 -05:00
chihlasm
ccd178b02e feat: add ai_chat_sessions database model and migration
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-27 03:42:10 -05:00
chihlasm
09c5d60067 docs: add AI Chat Builder implementation plan
14 tasks across 4 phases: backend foundation (model, schemas, service,
endpoints, tests), frontend chat UI (types, API client, store,
components, page), tree preview integration, and polish (session
resume, responsive layout).

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-27 03:25:17 -05:00
chihlasm
6e19b99814 docs: add AI Chat Builder design document
Design for conversational AI flow builder that interviews users as a
senior MSP engineer to collaboratively build troubleshooting/procedural
flows. Coexists with existing wizard-based builder as a separate entry
point.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-27 03:17:21 -05:00
chihlasm
6fc76187c0 fix: add diagnostic logging and increase scaffold max_tokens to 2048
The "Unterminated string" JSON parse error is likely caused by Gemini
output truncation at 1024 tokens. Increases scaffold max_tokens to 2048
and adds logging for: raw response text, finish_reason (truncation
detection), and JSON parse failures.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-27 00:15:01 -05:00
chihlasm
957f13b993 fix: use correct google-genai async API and remove debug endpoint
The google-genai SDK uses `client.aio.models.generate_content()` for
async calls, not `client.models.generate_content_async()` which doesn't
exist. Also removes the temporary /ai/provider-debug endpoint.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-27 00:08:20 -05:00
chihlasm
dc68d992a4 debug: add temporary /ai/provider-debug endpoint
Shows which provider is selected and whether keys are loaded.
Remove after debugging the 502 on PR env.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-27 00:02:47 -05:00