Commit Graph

136 Commits

Author SHA1 Message Date
Michael Chihlas
25d7191575 feat: connect FlowPilot to Script Builder with handoff action
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-21 17:15:15 -04:00
Michael Chihlas
689776afd9 feat: add Script Builder page with chat UI, code blocks, preview modal, and save dialog
- ScriptCodeBlock: collapsed code preview with syntax highlighting (first 5 lines)
- ScriptBuilderInput: auto-resize chat input with Enter-to-send
- ScriptBuilderChat: message list with markdown rendering and code blocks
- ScriptPreviewModal: fullscreen script viewer with line numbers
- SaveToLibraryDialog: save script with name, description, category, team sharing
- ScriptBuilderPage: language selector, session management, FlowPilot handoff
- Added route, sidebar nav item (fuchsia), and mobile nav entry

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-21 17:11:32 -04:00
Michael Chihlas
ec7df50064 feat(flowpilot): add always-visible message bar, remove hidden free text escape hatch
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-21 16:52:17 -04:00
chihlasm
0c51198556 fix(landing): design audit fixes — hamburger menu, dead links, branding, spacing (#117)
* fix(landing): design audit fixes — hamburger menu, dead links, branding, spacing

- Add mobile hamburger menu with animated open/close and click-outside dismiss
- Create Privacy and Terms pages (footer links were dead # anchors)
- Change "Decision Tree Platform" to "AI-Powered Troubleshooting for MSPs" on login, register, and HTML title
- Fix register page icon color (was red/coral via CSS invert, now uses BrandLogo directly)
- Replace "0 Ticket Notes Written by Hand" stat with "100% Auto-Generated Documentation"
- Increase nav link touch targets to 44px minimum
- Fix heading hierarchy: section titles are now <h2>, standardize H3 to 1.25rem
- Tighten section spacing (6rem → 4rem padding, remove extra 5rem spacer)
- Add color-scheme: dark to HTML element
- Replace all transition: all with specific properties (10 occurrences)
- Fix loading ellipsis (... → …)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix(mobile): responsive modals + landing preview overflow

- PrepareSessionModal: bottom-sheet on mobile, centered on desktop
- IntakeFormModal: bottom-sheet on mobile, responsive padding
- ShareTreeModal: bottom-sheet on mobile, full-width on small screens
- Landing preview: hide URL bar and window controls on mobile (<900px)
  to prevent 189px horizontal overflow

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix(mobile): collapse search bar to icon on mobile

On mobile (<640px), the full search bar with placeholder text and ⌘K
badge was taking too much space in the topbar. Now shows just a
magnifying glass icon that opens the same command palette on tap.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: chihlasm <michael@resolutionflow.com>
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-21 09:55:37 -04:00
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
3d911d2dc9 feat(dashboard): FlowPilot cockpit dashboard + sidebar redesign
- Replace QuickStartPage with FlowPilot-centric dashboard
- Add StartSessionInput with Guided/Chat mode toggle
- Add PendingEscalations, ActiveFlowPilotSessions, PerformanceCards
- Add KnowledgeBaseCards, TeamSummary, RecentFlowPilotSessions
- Every number/card is a portal to its detail page
- Restructure sidebar: Resolve/Knowledge/Insights sections
- Remove redundant nav items (FlowPilot, Flow Editor, Flow Assist, etc.)
- Wire prefill from dashboard input to FlowPilot intake
- Update mobile nav to match new sidebar structure

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-20 14:22:50 +00:00
9d202c67f2 fix(flowpilot): make action bar fixed to viewport bottom
Previous approach tried to fix the flex height chain, but it proved fragile
across grid → main → outlet → page transitions. New approach: action bar is
position:fixed at the bottom of the viewport, offset by sidebar width via
CSS variable --sidebar-w. Conversation area has pb-20 for clearance.

This works regardless of the height chain, email verification banner,
or any other variable-height elements above the session.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 06:00:11 +00:00
d3211c3d24 fix(layout): add min-h-0 to main-content — prevents grid overflow
Root cause found via DOM inspection: main-content (a CSS grid item) had
default min-height:auto, which prevented the grid from constraining it
below its content height. Content grew to 994px in a 975px viewport,
pushing the FlowPilot action bar (Resolve/Escalate/Pause) 75px below
the visible area. overflow:hidden on the grid clipped it invisibly.

Fix: min-h-0 on main-content allows the grid to shrink it to fit,
completing the height chain all the way down to the action bar.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 05:37:16 +00:00
5fa9c57c17 fix(layout): add flex flex-col to ViewTransitionOutlet — fixes action bar visibility
Root cause: ViewTransitionOutlet wrapping <Outlet> had flex-1 min-h-0 but
display:block (no flex flex-col). Child pages using h-full flex-col couldn't
resolve height against a block parent, so content overflowed and the
FlowPilot action bar (Resolve/Escalate/Pause) rendered below the viewport.

Fix: Add flex flex-col to the outlet wrapper so the full flex height chain
works: app-shell grid → main flex-col → outlet flex-col → page flex-col.

Also removed the h-0 workaround from FlowPilotSessionPage since this
addresses the actual root cause.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 05:29:33 +00:00
0d1d8218b9 fix(flowpilot): render markdown in context messages + fix action bar height chain
Two issues:
1. AI context messages (teal bubble) rendered raw markdown (**bold** etc.)
   instead of parsed markdown — switched from <p> to <MarkdownContent>
2. Action bar still hidden — added h-0 to flex-1 wrapper to force explicit
   height allocation so h-full on FlowPilotSession resolves correctly

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 05:05:53 +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
5e009fd752 feat(search): add similar sessions UI in FlowPilot sidebar
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 03:52:19 +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
1d5454c31b feat(evidence): add RichTextInput with clipboard paste and wire into FlowPilot
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 03:31:03 +00:00
7bbcf0face fix(analytics): 4 UX polish fixes — resolution time column, empty states, type badges, select styling
- CoverageHeatmap: add Avg Resolution column with inverse color thresholds (green <10 min, amber 10–20 min, red >20 min); updated colSpan to 7
- FlowPilotAnalyticsPage: show positive empty state when knowledge gaps list is empty instead of rendering nothing
- FlowQualityTable: add tree_type badge next to flow name (Troubleshooting/Project/Maintenance with distinct colors)
- FlowPilotAnalyticsPage: add [&>option] Tailwind classes to period select for improved dark-theme contrast in Chrome/Firefox

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 01:07:40 +00:00
9a1dba0e5f fix(analytics): fix 8 frontend UX issues — routing, accessibility, error states, sort indicators
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 00:39:44 +00:00
c2ff88a417 feat(analytics): add flow quality table and PSA metrics panel
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 00:21:46 +00:00
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>
2026-03-20 00:16:09 +00:00
1f4a8a6389 fix(responsive): audit and fix FlowPilot + analytics components for mobile/tablet
Add responsive Tailwind classes across 11 FlowPilot-related components:
- FlowPilotSession: collapsible mobile sidebar summary, responsive padding
- FlowPilotActionBar: stacked buttons on mobile, responsive resolve modal
- FlowPilotIntake: responsive submit area, padding, heading sizes
- FlowPilotStepCard: responsive padding (p-3/p-4/p-5), stacked action buttons
- FlowPilotOptions: responsive padding, 44px touch targets
- SessionDocView: responsive card padding, touch-friendly star ratings
- EscalateModal: stacked buttons on mobile with min touch targets
- EscalationQueue: responsive card padding, touch targets
- InSessionScriptGenerator: responsive padding, stacked continue buttons
- ReviewQueuePage: responsive two-panel layout (stacked on mobile)
- FlowPilotAnalyticsPage: responsive header, chart card padding

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-19 20:19:52 +00:00
967a2b2c59 feat(export): add branding footer to all 5 export formats and PDF spinner
- Add "Generated with ResolutionFlow — https://resolutionflow.com" footer
  to markdown, text, HTML, PSA formats (both troubleshooting and procedural
  variants — 8 generators total)
- Fix PDF @page CSS: "Powered by ResolutionFlow" now appears on every PDF,
  not just for users with a custom logo (removed the has_custom_logo conditional)
- Add Loader2 spinner icon to PDF download button in ExportPreviewModal
  when pdfLoading is true, replacing the static Download icon

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-19 20:09:26 +00:00
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>
2026-03-19 19:18:58 +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
2063a799b0 fix(flowpilot): render step content as markdown instead of plain text
FlowPilot AI sends markdown-formatted instructions but FlowPilotStepCard
was rendering them as plain <p> tags, producing an unreadable wall of text.
Switch to the existing MarkdownContent component for proper formatting.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-18 16:50:43 +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
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>
2026-03-17 02:03:40 -04:00
chihlasm
b72eb56b7f feat: add onboarding checklist widget to dashboard
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-17 01:40:32 -04:00
chihlasm
dfdc6cae9c feat: roll out illustrative empty states across 8 pages with 2 new guide entries
- TreeLibraryPage: split empty state into no-flows (illustration + CTA) vs no-filter-results
- MyAnalyticsPage/TeamAnalyticsPage: add zero-sessions empty state with illustration
- SessionHistoryPage: split into no-sessions (illustration) vs no-filter-results
- StepLibraryBrowser: illustrative empty state when no steps exist
- ScriptTemplateList: replace plain empty state with ScriptIllustration
- MySharesPage: replace icon-based empty state with ShareIllustration
- IntegrationsPage: add IntegrationIllustration above setup form
- Add script-templates and psa-setup guides to guides data
- Add EmptyState vitest tests (7 tests)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-17 01:21:11 -04:00
chihlasm
85d1ed8028 feat: upgrade EmptyState component with illustration and learn more support
Add illustration and learnMoreLink props to EmptyState (backward compatible).
Create EmptyStateIllustrations.tsx with 7 brand-themed SVG illustrations.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-17 00:57:27 -04:00
chihlasm
c44edc5088 feat: wire remaining PostHog events across all key user actions (#111)
- export_generated: session copy, copy-for-ticket, download
- ai_feature_used: copilot, assistant chat, session-to-flow, KB accelerator, flow assist
- psa_connected: ConnectWise integration creation
- session_shared: share link creation
- flow_created: troubleshooting editor, procedural editor, session-to-flow

All 9 events from the product analytics plan are now fully wired.

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-16 18:49:01 -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
e39819f8d0 Add Playwright e2e coverage and Node 20 pin 2026-03-16 02:29:22 -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
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.
2026-03-15 01:45:35 -04:00
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>
2026-03-14 20:18:59 -04:00
chihlasm
83b13fcd26 polish: use 'step' instead of 'node' in procedural editor validation hints
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-12 23:32:52 -04:00
chihlasm
f9315d2f60 feat: add data-step-id anchor to StepList for validation scroll-to
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-12 23:32:52 -04:00
chihlasm
042a12b190 feat: add landing page with beta signup + raise KB node limit to 100
Landing page at /landing with full marketing content: hero, features,
pricing, testimonials, and beta email signup form. Beta signups email
beta@resolutionflow.com via new public endpoint. Unauthenticated users
redirect to landing instead of login. Also raises KB Accelerator node
limit from 50 to 100 to accommodate dense troubleshooting articles.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-12 00:23:29 -04:00
chihlasm
fe3c651115 fix: remove "Let AI Decide" option from KB Accelerator upload
The uploader should know their content type — auto-detection adds
complexity and currently just defaults to troubleshooting anyway.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 22:56:40 -04:00
Michael Chihlas
c920e825c6 fix: auto-reload on chunk load errors in ErrorBoundary
RouteError already handled stale chunk errors, but the Sentry ErrorBoundary
didn't — so errors from React lazy() imports hit the generic error UI.
Now auto-reloads with loop prevention (10s cooldown via sessionStorage).

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 03:17:24 -04:00
Michael Chihlas
91d2bc6df3 fix: KB Accelerator tree builder, approve all, canvas delete button
- Fix _build_troubleshooting_tree() to handle deep nesting, warning nodes,
  and DAG deduplication (placed set prevents duplicate IDs)
- Fix step_sync VARCHAR(255) overflow on publish by truncating title
- Add "Approve All" button to KB review screen
- Add delete button (hover-reveal) to flow canvas nodes

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 01:59:03 -04:00
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>
2026-03-10 20:56:28 -04:00
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>
2026-03-10 09:49:51 -04:00
chihlasm
5095b0d8df refactor: adopt shared Input/Textarea components (#101)
* refactor: adopt shared Input/Textarea components across 15 files

Replace 42 raw <input>/<textarea> elements with <Input>/<Textarea>
from components/ui/. Consistent focus states, error handling, and
styling across all form fields.

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

* refactor: replace hardcoded rgba/hex colors with Tailwind tokens

- rgba(255,255,255,0.xx) → bg-white/[0.xx], border-white/[0.xx]
- rgba(6,182,212,0.3) → border-primary/30 (focus states)
- #0a0a0a → bg-background
- Inline style hex colors → var(--color-primary), var(--color-brand-gradient-to)
- 28 files updated, zero hardcoded rgba() patterns remaining

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

* feat: add PageMeta to 16 pages for SEO and proper browser tab titles

Public pages (Login, Register, Forgot/Reset Password, Verify Email,
Survey Thank You) get descriptions for SEO. Authenticated pages
(Dashboard, Flow Library, My Flows, Session History, AI Assistant,
Account Settings, Step Library, My Shares, Feedback, Guides) get
proper tab titles.

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

* feat: add page transitions and staggered list animations

- ViewTransitionOutlet: wraps Outlet with fade-in-up animation keyed
  to route path. Sidebar/topbar stay still, only content area animates.
- StaggerList: reusable component that cascades children with
  incremental delay (50ms default). Pure CSS via @utility stagger-item.
- Applied stagger to TreeGridView, MyTreesPage cards, SessionHistoryPage.
- New stagger-fade-in keyframe in @theme block.

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

* fix: ViewTransitionOutlet needs h-full for React Flow canvas

The wrapper div broke the height chain needed by TreeEditorPage's
h-full layout, causing React Flow canvas to collapse to zero height.

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

* fix: main-content flex layout for tree editor + scrollable pages

Main content area is now flex-col so the ViewTransitionOutlet wrapper
gets an explicit computed height via flex-1 min-h-0. This makes h-full
resolve correctly in the tree editor (React Flow canvas) while still
allowing overflow-y-auto scrolling for normal pages.

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

* fix: resolve ESLint errors in Button and Skeleton components

- Button: suppress react-refresh/only-export-components for buttonVariants re-export
- Skeleton: replace empty interface with type alias, replace Math.random() with static widths array

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

* feat: add PageMeta, animation classes, and layout fixes to remaining pages

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

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-09 16:12:21 -04:00
chihlasm
b28a096738 feat: add glow edge system with directional selection animation
Custom bezier edges with gradient glow for the flow editor:
- Default: subtle white/gray gradient with soft glow
- Downstream (cyan): animated flowing dashes from selected node through subtree
- Upstream (amber): animated flow from selected node back to root
- Cross-reference: dashed cyan with arrow markers
- SVG gradient + filter defs for performant rendering

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-09 04:36:46 -04:00
chihlasm
d06abe5829 fix: restore tree editor visibility after Tailwind v4 upgrade and add Sentry DSN build arg
- Add missing `flex` class on TreeEditorPage editor wrapper (collapsed canvas to 0 height)
- Rewrite React Flow CSS overrides to use --xy-* custom properties (v12 compat with TW4)
- Move React Flow CSS import from component to index.css (CSS layer ordering)
- Add VITE_SENTRY_DSN build arg to Dockerfile for Railway builds
- Use env var for Sentry DSN in instrument.ts with hardcoded fallback
- Add lessons learned #53-55 to CLAUDE.md

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-09 04:36:37 -04:00
chihlasm
4d2f644bac feat: maximize Sentry free plan coverage for frontend and backend
- ErrorBoundary: use Sentry.ErrorBoundary with crash feedback dialog
- RouteError: capture route errors in Sentry (skip chunk load errors)
- User context: set Sentry user on login (frontend + backend)
- Backend: enable profiling (profiles_sample_rate)
- Frontend: add feedback integration, lower replay rate to conserve quota
- Add temporary verification message for production validation

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-09 00:03:29 -04:00
chihlasm
2a2894496d fix: use session_id instead of id in AI flow builder
CreateFlowDropdown accessed `session.id` which is undefined — the API
returns `session_id`. The undefined value caused "undefined" to be
interpolated into URL paths, triggering 422 validation errors from
FastAPI.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-08 17:41:22 -04:00