Commit Graph

135 Commits

Author SHA1 Message Date
chihlasm
217e70cb81 feat: add .docx upload support with text extraction
- Add DOCX MIME type to ALLOWED_DOCUMENT_TYPES in storage_service.py
- Add python-docx text extraction in _generate_ai_description
- Extract shared _store_document_content helper for PDF/DOCX
- Add python-docx>=1.1.0 to requirements.txt
- Add tests for docx upload acceptance and document fetch

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-27 21:08:12 +00:00
chihlasm
11de850054 feat: wire PDF and text file content into AI chat messages
PDF uploads were stored in S3 and had text extracted during upload, but
fetch_upload_images() filtered exclusively for image MIME types, so
document content never reached the AI.

- Add fetch_upload_documents() in storage_service.py to retrieve
  extracted_content for PDFs and text files
- Update ai_sessions.py chat endpoint to call both fetch_upload_images
  and fetch_upload_documents, injecting document text as context
- Add PDF text extraction in _generate_ai_description (pypdf)
- Add pypdf>=4.0.0 to requirements.txt
- Fix test_db teardown to avoid connection pool issues
- Add 5 tests for fetch_upload_documents

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-27 21:02:56 +00:00
chihlasm
1425b843a9 fix: shared filter returns all when user has no team
When user.team_id is None, `WHERE team_id == None` matches all
personal templates. Return empty set instead when user has no team.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-27 19:58:04 +00:00
chihlasm
6bf386efce fix: add server_default to script_template columns, refresh fork_point after commit
- script_template.py: add server_default for requires_elevation,
  is_gallery_featured, gallery_sort_order so Base.metadata.create_all
  emits proper SQL DEFAULTs (test fixtures use raw SQL INSERT)
- session_branches.py: refresh fork_point after commit so JSONB options
  field is loaded before Pydantic serialization
- test_session_branches_api.py: add status assertion on fork response

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-27 18:16:42 +00:00
chihlasm
3c0a29115c feat: AI marker system prompt fixes, TaskLane activation, and FlowPilot updates
- Fix system prompt to ensure [QUESTIONS]/[ACTIONS] markers in AI responses
- Add format reminder injection to user messages for marker compliance
- Wire TaskLane activation in prefill and resume paths
- Add ActionCardGroup component for structured question/action rendering
- Update FlowPilot session and step card components
- Update ai-session schemas and types for marker data

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-26 19:57:39 +00:00
chihlasm
e0d4148702 feat: generate resolution outputs on session resolve
Integrates ResolutionOutputGenerator into the resolve endpoint so that
structured outputs (ticket note, KB article, etc.) are auto-generated
after every successful session resolution. Non-blocking — resolve still
succeeds if output generation fails.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-24 11:04:38 +00:00
chihlasm
5481815173 feat: add async AI description generation on file upload
Adds _generate_ai_description background task that fires after a
successful upload: images get a one-sentence vision description via
Claude, text/log/config files get extracted_content + AI summary when
>2000 chars. Runs as asyncio.create_task so it never blocks the upload
response. Errors are logged and swallowed.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-24 08:47:48 +00:00
chihlasm
a928901a2f feat: add resolution output API endpoints
Adds GET /outputs, PATCH /outputs/{id}, and POST /outputs/{id}/push
endpoints under /ai-sessions/{session_id}/, plus integration tests.
Router registered before ai_sessions to avoid path conflict.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-24 08:47:09 +00:00
chihlasm
9d2a8332aa feat: add handoff API endpoints with queue and integration tests
Four endpoints: create handoff (park/escalate), list handoff history,
claim session, and team queue. Two routers: session-scoped router with
prefix /ai-sessions/{session_id} and queue_router with prefix /ai-sessions.
queue_router registered before ai_sessions.router to avoid /{session_id}
path conflict on GET /ai-sessions/queue.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-24 08:43:32 +00:00
chihlasm
395f157578 feat: add branch API endpoints with integration tests
Six REST endpoints for branch lifecycle management (list, fork, update
status, switch, revive, branch-message) with BranchManager + BranchAwarePromptBuilder
integration. Registered session_branches router in api/router.py.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-24 08:41:17 +00:00
chihlasm
8e7f13d2f8 refactor: remove dead assistant_chat system, consolidate image helpers
The old /assistant/chats/* CRUD endpoints and assistant_chat_service
chat functions were unused — the frontend exclusively uses
/ai-sessions/{id}/chat (unified_chat_service) for all chat operations.

Removed:
- Chat CRUD endpoints (create, list, get, send, delete, conclude)
- assistant_chat_service: create_chat, send_message,
  generate_conclusion_summary, CONCLUSION_SYSTEM_PROMPT
- Frontend: assistantChatApi chat methods, dead types
  (AssistantChat, AssistantChatMessage, ConcludeChatRequest, etc.)

Kept:
- /assistant/retention endpoints (used by ChatRetentionSettingsPage)
- Shared AI infrastructure (_call_ai, _call_anthropic_cached,
  ASSISTANT_SYSTEM_PROMPT, _auto_title) — imported by unified_chat_service

Moved:
- fetch_upload_images + resize_image_for_vision → storage_service.py
  (shared location, not tied to dead endpoint)

Also added "Image Analysis" section to system prompt so Claude knows
to describe attached screenshots.

-650 lines of dead code removed.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-24 05:28:06 +00:00
chihlasm
36ca830481 fix: wire image uploads into correct chat endpoint (unified_chat_service)
The frontend calls /ai-sessions/{id}/chat (unified_chat_service), not
/assistant/chats/{id}/messages (assistant_chat_service). The previous
commit wired images into the wrong backend. This fixes it:

- ai_session.py schema: add upload_ids to ChatMessageRequest
- ai_sessions.py endpoint: fetch images via _fetch_upload_images
- unified_chat_service: accept and forward images to _call_ai

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-24 05:02:34 +00:00
chihlasm
1c0f912cf6 perf: resize images server-side before sending to Claude vision
- Resize to 1568px max (Claude's efficient ceiling) via Pillow
- Convert PNG screenshots to JPEG q85 (~5MB → ~200KB typical)
- Cap at 3 images per message (~4,800 token budget max)
- Graceful fallback if Pillow unavailable (Claude auto-resizes)
- Add Pillow + libjpeg/zlib deps to requirements + Dockerfile

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-24 04:46:02 +00:00
chihlasm
3b682069d3 feat: wire image uploads into AI assistant chat (vision support)
- Backend: ChatMessageRequest accepts upload_ids, endpoint fetches
  images from S3, base64-encodes them, passes to Claude as multimodal
  content blocks (vision API)
- Backend: add download_file() to storage_service for fetching from S3
- Frontend: handleSend collects completed upload IDs from pendingUploads
  and includes them in the sendChatMessage API call
- Frontend: prefill handler passes upload IDs from dashboard nav state
- Enables paste-screenshot → AI-sees-it flow end-to-end

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-24 04:39:54 +00:00
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>
2026-03-23 17:29:25 +00:00
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>
2026-03-23 13:12:06 +00:00
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>
2026-03-23 06:26:32 +00:00
Michael Chihlas
b801f6cac5 refactor: normalize script_builder_messages into separate table
Extract JSONB messages array from script_builder_sessions into a proper
script_builder_messages table with individual columns for role, content,
script, tokens, etc. Migration handles data migration from JSONB to rows.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-21 21:06:58 -04:00
Michael Chihlas
6ecb5a9bbd fix(flowpilot): widen message bar, add close/abandon session support
- Message bar now fixed-positioned above action bar with full-width
  layout (respects both app sidebar and session sidebar)
- Added abandon_session endpoint (POST /ai-sessions/{id}/abandon)
- Added "Close" button to FlowPilot action bar with confirmation dialog
- Session can now be closed without resolving or escalating

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-21 18:20:34 -04:00
Michael Chihlas
628761473f feat: add language column, AI Generated category, and mine/shared filters
- Add language column (powershell/bash/python) to script_templates model and schemas
- Seed 'AI Generated' script category via migration 063
- Add mine and shared query params to list_templates endpoint

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-21 17:17:41 -04:00
Michael Chihlas
28f8200b36 feat: add Script Builder service and API endpoints
- Script Builder service with language-specific system prompts (PowerShell, Bash, Python)
- AI-powered script generation with code block extraction and filename detection
- Context window management (last 20 messages) and session message limits
- REST API: CRUD sessions, send messages, save to Script Library
- Rate limiting on message endpoint (10/min), max 5 concurrent sessions per user
- Registered script_build action in AI model tier routing (standard tier)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-21 16:58:26 -04:00
a7b916116d fix(escalations): fall back to account_id when team_id is null
Users without team_id (solo accounts, pro plans) couldn't see
escalations because the query filtered by team_id which was NULL.
Now falls back to account_id scoping for both the escalation queue
endpoint and the sidebar badge count.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-21 05:04:47 +00:00
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>
2026-03-21 04:41:27 +00:00
6122dda71d fix(flowpilot): extract _build_session_detail helper, fix link_ticket 500
The same model_validate bug existed in link_ticket endpoint (line 467).
Extracted the manual AISessionDetail construction into a shared helper
_build_session_detail() used by both get_session and link_ticket.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 06:28:11 +00:00
0118b80b63 fix(flowpilot): fix session detail 500 — build AISessionDetail manually
Root cause: AISessionDetail.model_validate(session) tried to validate the
ORM relationship 'steps' which has field 'id', but AISessionStepResponse
expects 'step_id'. This caused a Pydantic ValidationError on every session
detail load.

Fix: Construct AISessionDetail manually from ORM fields, passing the
already-built step_responses list directly instead of relying on
model_validate to serialize the ORM steps relationship.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 06:25:57 +00:00
5eeff0c83a debug: add detailed error reporting for session detail serialization
Temporary debug commit — surfaces the actual exception when GET /ai-sessions/{id}
fails with 500, instead of generic "Internal server error" from middleware.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 06:20:27 +00:00
eed771cb27 fix: prevent InFailedSQLTransactionError in session creation
Root cause: embedding generation could break the DB transaction via a failed
SQL statement. The except block caught the Python error but left the transaction
in a failed state. Subsequent queries (_record_usage → subscription lookup)
then failed with InFailedSQLTransactionError.

Fixes:
- session_embedding_service: use begin_nested() savepoint so failures don't
  poison the parent transaction
- ai_sessions.py: add db.rollback() before _record_usage in all 3 error
  handlers (create, respond, pickup) to recover from broken transactions

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 04:36:12 +00:00
2ed8a2af15 fix: 6 integration audit fixes — ticket filter, admin nav, FK scope, debounce, error messages
- Fix AISession.ticket_id → psa_ticket_id in list_sessions filter query
- Add Gallery nav item (LayoutGrid icon) to AdminSidebar navItems array
- Remove ForeignKey from FileUpload.session_id (Python model) + migration b8d2f4a6c091 to drop DB constraint, allowing column to reference either session type
- Add 400ms debounce on AI session search input in SessionHistoryPage (aiSearchInput state + useRef timeout pattern)
- Show friendly 503 error message in RichTextInput upload error handler (both initial upload and retry paths)
- Add overflow-x-auto to FlowPilotAnalyticsPage tab bar container

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 04:06:41 +00:00
e356103408 feat(search): add semantic similar session matching via Voyage AI embeddings
Adds vector-based similar session discovery using the existing Voyage AI
embedding infrastructure and pgvector cosine similarity search.

- New AISessionEmbedding model with vector(1024) column
- session_embedding_service: generate + upsert embeddings, find similar sessions
- Embeddings generated on session create (from problem_summary/domain) and
  updated on resolve (adds resolution_summary)
- GET /ai-sessions/{id}/similar endpoint returns top-N similar sessions
- Migration a7c9e3b1f402 creates ai_session_embeddings table

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 03:48:09 +00:00
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>
2026-03-20 03:42:01 +00:00
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>
2026-03-20 03:34:54 +00:00
241ea1e458 feat(evidence): add file upload/download API endpoints with tests
- POST /uploads: multipart upload with content-type/size validation, per-session limits, S3 storage
- GET /uploads/{id}/url: presigned download URL with account ownership check
- GET /uploads: list uploads for a session
- DELETE /uploads/{id}: delete with ownership enforcement (403 for non-owners)
- Returns 503 gracefully when STORAGE_ENDPOINT is not configured
- 15 integration tests covering auth, validation, 503 behavior, and ownership

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 03:22:52 +00:00
94fbb38f84 fix(analytics): fix 6 backend audit issues — domain matching, funnel counts, decimal casts, dead queries
- Issue 1: Normalize domain lookup to lowercase on both sides (flow category names and session problem_domain) to fix case-sensitive mismatch in coverage endpoint
- Issue 2: Count distinct ai_session_id (not PsaPostLog.id) in doc_pushed funnel step to avoid inflating counts on retried sessions
- Issue 3: Clamp recency_score to [0.0, 1.0] with min/max to handle negative days_since from future timestamps (clock skew/test data)
- Issue 4: Wrap func.sum(case(...)) results with int() in dashboard endpoint to handle Decimal returns from asyncpg
- Issue 5: Remove dead domain_flow_counts_result query (result fetched but never consumed) to eliminate unnecessary DB round-trip
- Issue 6: Replace select(Tree) with select(Tree.id, Tree.name, Tree.tree_type) in flow-quality endpoint to avoid loading large tree_structure JSONB column

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 00:36:30 +00:00
a567d6d245 feat(analytics): add PSA activity logging and enhanced PSA metrics endpoint
- Log `note_posted` and `time_entry_posted` activities to `psa_activity_logs`
  after each successful PSA push in `psa_documentation_service.py`; errors
  are caught and logged without blocking the main push flow
- Add `PsaFunnel`, `PsaDailyTrend`, and `EnhancedPsaMetrics` Pydantic schemas
- Add `GET /analytics/flowpilot/psa-metrics?period=30d` endpoint (team_admin,
  rate-limited 15/min) returning time entry totals, push funnel
  (sessions → linked → doc pushed → time entry logged), and daily trend

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 00:11:07 +00:00
7ec626f45a feat(analytics): add coverage heatmap and flow quality scoring endpoints
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 00:08:09 +00:00
2f56327f81 feat(enterprise): add custom branding system — logo, accent color, company name
- Add branding_logo_url, branding_primary_color, branding_company_name columns to Account model
- Add Alembic migration (58e3f27f3e8f) for branding and SSO columns
- Add GET/PATCH /accounts/me/branding endpoints (owner-only for PATCH)
- Add BrandingSettingsPage with logo URL input, color picker, preview section
- Add /account/branding route (ProtectedRoute owner) in router.tsx
- Add Branding link card in AccountSettingsPage

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-19 20:35:35 +00:00
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>
2026-03-19 20:04:40 +00:00
bacdb9d466 feat(public-gallery): add public templates gallery API (Tasks 2 & 3)
Implements a no-auth read-only API for the public templates gallery page:
- Schemas in schemas/public_templates.py (PublicFlowTemplate, PublicScriptTemplate, PublicGalleryResponse, PublicFlowDetail, PublicScriptDetail)
- Five endpoints under /api/v1/public/templates: listing, flow detail, script detail, categories with counts, full-text search
- Tree preview truncated to 3 levels max; script_body never exposed
- Rate limited at 30/minute; paginated with category/type/sort filters
- 25 passing integration tests covering feature flags, truncation, script body protection, search, categories, and 404 behavior

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-19 19:12:34 +00:00
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>
2026-03-19 12:37:54 +00:00
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>
2026-03-19 05:12:10 +00:00
ce118b51d8 fix(flowpilot): fix 4 Phase 2 escalation bugs + update Tailwind version in CLAUDE.md
- Fix escalation status mismatch: hook set 'escalated' but backend returns
  'requesting_escalation'
- Fix list_sessions to include sessions picked up by Engineer B via
  escalation_package->>'picked_up_by' JSONB query
- Fix sidebar escalation icon color: was Tailwind class 'text-amber-400'
  passed to style={{color}}, now hex '#fbbf24'
- Replace window.location.reload() after ticket linking with
  onReloadSession callback to preserve session state
- Update CLAUDE.md: Tailwind CSS v3 → v4 (@tailwindcss/vite, CSS-only config)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-19 03:10:11 +00:00
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>
2026-03-19 01:30:05 +00:00
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>
2026-03-18 14:27:36 +00:00
chihlasm
f7271e22ae feat: include supporting data in all export formats
Query supporting data in the export endpoint and pass to markdown, text,
HTML, and PSA export generators. Each format renders text snippets and
screenshot placeholders in its native style.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-17 00:39:01 -04:00
chihlasm
312024e143 feat: add PDF export generation via WeasyPrint with branded template
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-17 00:28:22 -04:00
chihlasm
2c11917b5a feat: add supporting data CRUD endpoints with tests
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-17 00:22:40 -04:00
chihlasm
fdeb417131 feat: add team branding CRUD endpoints with tests
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-17 00:12:00 -04:00
chihlasm
75b32a4f5a feat: add onboarding status and dismiss endpoints with tests
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-17 00:05:28 -04:00
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>
2026-03-16 13:39:17 -04:00
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>
2026-03-16 01:35:16 -04:00