Commit Graph

832 Commits

Author SHA1 Message Date
chihlasm
2a977e4d81 feat: add NetworkCanvas wrapper and DiagramHeader components
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-12 04:54:26 +00:00
chihlasm
1371c2edd9 feat: add AIAssistPanel with replace and merge modes
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-12 04:54:26 +00:00
chihlasm
25233dbfae feat: add PropertiesPanel for node and edge property editing
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-12 04:54:26 +00:00
chihlasm
ab49635de2 feat: add DeviceToolbar panel with search, categories, drag-drop, custom type creation
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-12 04:54:26 +00:00
chihlasm
354b44844c feat: add device registry, DeviceNode, ConnectionEdge for React Flow
Creates the React Flow building blocks for the network diagram editor:
device type registry with icon/color mappings, DeviceNode component with
status indicators and connection handles, ConnectionEdge with per-type
styling, and nodeTypes/edgeTypes registration maps.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-12 04:54:26 +00:00
chihlasm
1ec7bbbbd3 feat: add frontend API clients for device types and network diagrams
Adds deviceTypesApi (list, create, update, remove) and networkDiagramsApi
(list, get, create, update, archive, duplicate, exportJson, importJson,
aiGenerate, listClients) following the existing apiClient module pattern.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-12 04:54:26 +00:00
chihlasm
b9e37ecdfb feat: add TypeScript types for network diagrams
Adds all interfaces for network diagrams and device types including
DiagramNode, DiagramEdge, DeviceProperties, NetworkDiagramResponse,
AI generate request/response, import/export shapes, and list item types.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-12 04:54:26 +00:00
chihlasm
074548678f feat: add network diagrams CRUD + AI generate + export/import router
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-12 04:54:26 +00:00
chihlasm
24afe5eb41 feat: add AI generation service for network diagrams
Adds network_diagram_ai_service.py with generate_diagram() function that
calls the AI provider to convert plain-English network descriptions into
structured DiagramNode/DiagramEdge data. Registers the action in
ACTION_MODEL_MAP as a standard-tier route.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-12 04:54:26 +00:00
chihlasm
c16f3968d5 feat: add device types CRUD router
Adds GET/POST/PUT/DELETE endpoints at /device-types with team-scoped access. System types are read-only; custom types are scoped to the creating team.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-12 04:54:26 +00:00
chihlasm
973efb1f81 feat: add Pydantic schemas for device types and network diagrams
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-12 04:54:26 +00:00
chihlasm
bb35cff38d feat: add network_diagrams table
Create NetworkDiagram SQLAlchemy model with JSONB nodes/edges, team-scoped with client/asset metadata, and Alembic migration 074.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-12 04:54:26 +00:00
chihlasm
947516f81e feat: add device_types table with system seed data
Creates DeviceType SQLAlchemy model and migration 073 that provisions the
device_types table with 28 system-seeded device types across 7 categories
(network, compute, storage, cloud, endpoint, infrastructure, security).

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-12 04:54:26 +00:00
chihlasm
f54d7ecd78 docs: update current state after Phase 4 merge 2026-04-12 04:35:30 +00:00
chihlasm
46593ba8ca Merge PR #136: feat: tenant isolation Phase 4 — RLS on all remaining tables 2026-04-12 04:35:01 +00:00
chihlasm
52553d62d2 fix(tests): update expectations for RLS-correct behavior
- test_rls_isolation: add pytestmark for module-scoped event loop to fix
  "Future attached to a different loop" with pytest-asyncio 0.23 + asyncpg
  module-scoped fixtures
- test_admin_categories_global: global categories use PLATFORM_ACCOUNT_ID
  not NULL; update stale assertion
- test_permissions_account: with RLS, cross-tenant tree access returns 404
  (invisible) not 403 (forbidden) — update to match actual behavior

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-12 03:48:30 +00:00
chihlasm
a48660700a fix: background jobs and lifespan must use BYPASSRLS sessions
All code that runs outside a request context (APScheduler jobs,
lifespan startup) has no app.current_account_id set, so the
app-role session returns 0 rows from every RLS-protected table.

Changed to _admin_session_factory (BYPASSRLS) in:
- knowledge_flywheel_scheduler.py — queries ai_sessions
- psa_retry_scheduler.py — queries psa_post_log
- retention_cleanup.py — queries assistant_chats
- scheduler.py (_fire_maintenance_schedule, _cleanup_expired_ai_conversations)
- main.py (archive_stale_ai_sessions, _process_notification_retries,
  load_all_schedules at startup)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-12 03:44:23 +00:00
chihlasm
3ff886363c fix: use BYPASSRLS session for all auth deps and user-mutation endpoints
Phase 4 enabled RLS on the users table. All code paths that touch users
(or other RLS-protected tables) before require_tenant_context sets
app.current_account_id must use get_admin_db (BYPASSRLS):

- deps.py: get_current_user and get_current_active_user → get_admin_db
- auth.py: all endpoints → get_admin_db (login, register, refresh, etc.
  run before tenant context exists; mutation endpoints also need session
  consistency since current_user is in the admin session)
- accounts.py: transfer_ownership, leave_account, delete_account
  → get_admin_db (these mutate current_user directly)
- onboarding.py: dismiss_onboarding → get_admin_db (same reason)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-12 03:25:18 +00:00
chihlasm
501442e5f0 fix: seed_test_users must use ADMIN_DATABASE_URL after Phase 4 RLS on users
RLS is now enabled on the users table. The seed script was using the
app-role connection (DATABASE_URL) which has no tenant context at seed
time — all SELECTs return 0 rows and INSERTs are blocked by FORCE RLS.

Falls back to DATABASE_URL if ADMIN_DATABASE_URL is not set (local dev
without roles configured).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-12 03:12:46 +00:00
chihlasm
6f53ec06f5 docs: add lessons 107-109 — RLS startup, global tables, tree_shares account_id
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-12 02:58:12 +00:00
chihlasm
ec322f7cdf fix: bootstrap service account with BYPASSRLS session 2026-04-12 02:44:36 +00:00
chihlasm
f9248aeaa8 fix: remove platform_steps and template_trees from Phase 4 RLS
Both tables have no account_id column — they are globally readable
by all authenticated users and must not have RLS policies.

Also removes the corresponding test cases that assumed these tables
had account_id-based policies.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-12 01:48:50 +00:00
chihlasm
c6da4ebee5 fix: remove script_categories from Phase 4 RLS — no account_id column
script_categories is a global lookup table (shared across all tenants).
The account_id column belongs to ScriptTemplate in the same model file,
not ScriptCategory. The Python scan matched the file, not the class.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-12 01:32:42 +00:00
chihlasm
64f004a62c feat: tenant isolation Phase 4 — RLS on 31 remaining tables + script_builder fix
Enable RLS on all remaining tenant-scoped tables (31 tables):

Standard policy (tenant sees own rows):
  users, account_invites, account_limit_overrides, account_feature_overrides,
  subscriptions, ai_chat_sessions, ai_conversations, ai_session_steps,
  ai_session_embeddings, ai_suggestions, ai_usage, assistant_chats,
  attachments, copilot_conversations, feedback, file_uploads, fork_points,
  kb_imports, notifications, notification_configs, notification_logs,
  psa_activity_logs, psa_member_mappings, script_builder_sessions,
  script_categories, session_ratings, tree_embeddings, user_folders,
  user_pinned_trees

Platform-visibility policy (own rows OR PLATFORM_ACCOUNT_ID):
  platform_steps, template_trees

Intentionally skipped:
  accounts (IS the root table, no account_id column)
  plan_feature_defaults (platform config, no account_id column)

Also fixes script_builder_service.create_session() which was missing
account_id= on ScriptBuilderSession construction, causing 500s on all
script builder endpoints (pre-existing CI failure).

Adds Phase 4 RLS isolation tests covering: users, script_builder_sessions,
ai_session_steps, notifications, platform_steps, template_trees.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-12 01:25:28 +00:00
Claude
ba36e37dab docs: update CHANGELOG with Tenant Isolation Phase 2 and Phase 3 details
- Document Phase 2: PostgreSQL RLS on 11 session tables, account_id NOT NULL enforcement, Alembic migration support
- Document Phase 3: RLS on audit_logs and tree_shares, cross-tenant session access for public shares, complete account_id propagation

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-11 10:43:10 +00:00
chihlasm
9e6965512b Merge pull request #135 from resolutionflow/feat/tenant-isolation-phase-3
feat: tenant isolation Phase 3 — audit_logs, tree_shares, remaining RLS
2026-04-11 04:28:47 -04:00
chihlasm
893b8a5008 fix: tree_shares.account_id must come from tree owner, not the actor
- trees.py: change account_id=current_user.account_id →
  account_id=tree.account_id so super-admin cross-account shares land in
  the tree's tenant where RLS will see them.

- migration a05e1a1bea7c: fix backfill to join tree_shares → trees instead
  of tree_shares → users(created_by). Same logic: historical shares belong
  to the tree's tenant.

- test_tree_sharing.py: add test_share_account_id_matches_tree_not_actor
  to assert share.account_id == tree.account_id after POST /share; also
  add missing account_id to all direct TreeShare(...) constructors in
  existing tests.

- test_phase1_migrations.py: remove team_id= from TargetList constructor
  (column dropped in Phase 3).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-11 07:02:35 +00:00
chihlasm
e05472615b feat: tenant isolation Phase 3 — audit_logs, tree_shares, remaining RLS
P3-A: Add account_id to audit_logs model + migration (backfill via user_id →
  users.account_id). log_audit() gains optional account_id param with fallback
  SELECT to avoid churn across 40 call sites.

P3-B: Add account_id to tree_shares model + migration (backfill via created_by
  → users.account_id). TreeShare constructor updated in trees.py.

P3-C: Enable RLS on 6 remaining tables: step_ratings, step_usage_log,
  target_lists, session_shares, audit_logs, tree_shares.

P3-D: Drop team_id from target_lists — endpoint, schema, and model now use
  account_id as the sole isolation key.

P3-E: Append Phase 3 RLS isolation tests for all 6 tables.

test_target_lists.py: fix cross-account test to use Account model (not Team)
and set account_id on new User.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-11 07:02:35 +00:00
chihlasm
00fdd663bc Merge pull request #134 from resolutionflow/feat/tenant-isolation-phase-2
feat: Phase 2 tenant isolation — RLS on 11 session tables
2026-04-11 03:02:25 -04:00
chihlasm
8cf58add22 fix: use valid confidence_tier value in RLS test ai_sessions INSERT
'medium' is not a valid value for ck_ai_sessions_confidence_tier.
Valid values are 'guided' | 'exploring' | 'discovery'.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-11 05:28:52 +00:00
chihlasm
6c231ef1c6 fix: use started_at (not created_at) in RLS test session INSERT
sessions table has started_at as the timestamp column, not created_at.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-11 04:53:35 +00:00
chihlasm
758cd61621 fix: propagate account_id through all write paths missing NOT NULL coverage
Service layer (production code):
- branch_manager: set account_id on SessionBranch (root + fork) and ForkPoint
  from session.account_id; load session in create_fork for this purpose
- handoff_manager: set account_id on SessionHandoff from session.account_id
- ai_suggestions endpoint: set account_id on AISuggestion from current_user
- steps endpoint (/feedback): set account_id on StepRating from current_user
- ratings endpoint: set account_id on StepRating from current_user

Test infrastructure:
- conftest.py: seed PLATFORM_ACCOUNT_ID (00000000-...-0001) account after
  Base.metadata.create_all so global categories and gallery items have a valid FK
- test_rls_isolation: add _ensure_rls_schema fixture that runs
  'alembic upgrade head' before module tests — previous function-scoped
  test_db fixtures drop the schema, leaving the RLS tests with no tables
- test_branding: create Account before User in helper functions
- test_admin_gallery: set account_id=PLATFORM_ACCOUNT_ID on Tree/ScriptTemplate
- test_public_templates: set account_id=PLATFORM_ACCOUNT_ID on Tree,
  ScriptTemplate, TreeCategory
- test_resolution_outputs: set account_id=session.account_id on
  SessionResolutionOutput
- test_analytics_phase5: set account_id on PsaPostLog
- test_draft_trees: replace account_id=None with PLATFORM_ACCOUNT_ID in
  migration default test (NOT NULL now enforced)
- test_maintenance_schedules: set account_id on other_tree
- test_save_session_as_tree: set account_id on all 5 Session() constructors

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-11 04:24:36 +00:00
chihlasm
b9fcdd5d73 fix: use DATABASE_URL_SYNC (Railway reference var) as primary Alembic URL
DATABASE_URL_SYNC is now set as a Railway reference variable pointing to
${{pgvector.DATABASE_URL}}, which resolves to the correct postgres superuser
credentials per environment (production, PR preview, fresh DBs). This handles
the bootstrap case where resolutionflow_admin doesn't exist yet.

Falls back to ADMIN_DATABASE_URL (sync-converted) for local dev only.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-11 03:42:07 +00:00
chihlasm
4273ed0e5c fix: use Railway native PG env vars for Alembic migrations
Prior approach (ADMIN_DATABASE_URL first) broke PR preview environments: fresh
Railway PostgreSQL instances have no resolutionflow_admin role yet, so the admin
URL fails before the create_db_roles migration can run (bootstrap deadlock).

New priority order in _alembic_sync_url():
1. PGHOST/PGUSER/PGPASSWORD/PGDATABASE — Railway auto-links these from the
   PostgreSQL service per-environment, giving correct superuser creds for every
   env including fresh PR preview DBs where no custom roles exist yet.
2. ADMIN_DATABASE_URL (resolutionflow_admin, BYPASSRLS, asyncpg→sync) — local
   dev and stable envs where the role already exists.
3. DATABASE_URL_SYNC — legacy fallback.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-11 03:35:04 +00:00
chihlasm
0107d2d896 fix: use resolutionflow_admin for Alembic migrations (avoid postgres superuser)
DATABASE_URL_SYNC uses the postgres superuser whose password is unavailable
in Railway after Phase 1 switched runtime to the app role. resolutionflow_admin
(BYPASSRLS) is the correct role for migrations. Derive a psycopg2 sync URL from
ADMIN_DATABASE_URL; fall back to DATABASE_URL_SYNC for local dev environments
where ADMIN_DATABASE_URL is not set separately.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-11 03:23:32 +00:00
chihlasm
79ae34108a fix: add Alembic migrations step + RLS env vars to CI
- Run alembic upgrade head before tests so DB roles and RLS policies exist
- Set TEST_DB_NAME=resolutionflow_test so test_rls_isolation.py connects to
  the correct database (was defaulting to patherly_test which doesn't exist in CI)
- Set DB_APP_ROLE_PASSWORD so create_db_roles migration creates resolutionflow_app
  with a known password that the RLS isolation tests can connect with

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 19:55:10 +00:00
chihlasm
bd29f590a2 fix: set account_id on all Session constructors; fix 3 ESLint errors in CI
Backend: start_session, prepare_session, batch_launch_sessions all missing
account_id=current_user.account_id — Phase 1 NOT NULL constraint made these
500 in test suite (test_ratings.py fixture couldn't create sessions).

Frontend ESLint:
- TaskLane.tsx: suppress react-refresh/only-export-components for clearTaskState
- TeamSummary.tsx: init loading from isAccountOwner to avoid sync setState in effect
- ScriptBodyEditor.tsx: move lastValueRef.current assignment into useEffect

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 14:41:42 +00:00
chihlasm
ce4cfc3240 fix: set account_id on PsaPostLog in psa_post_to_ticket (missed third write path); fix get_admin_db docstring
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 07:12:45 +00:00
chihlasm
82ee177d9b fix: harden Phase 2 RLS tests — try/finally cleanup, assert guards, seed B-data for isolation checks
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 07:07:26 +00:00
chihlasm
ed8de92c52 test: add Phase 2 RLS isolation tests for 11 session tables (incl. step_library visibility regression)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 07:00:09 +00:00
chihlasm
5bd331ca92 fix: clarify step_library RLS comment; remove unused sqlalchemy import
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 06:57:41 +00:00
chihlasm
87fac02e9b feat: migration — enable RLS on 11 Phase 2 session tables (tenant-only + step_library visibility policy)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 06:55:25 +00:00
chihlasm
4f4bc435da docs: broaden admin_database docstring to cover non-admin BYPASSRLS use cases
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 06:51:53 +00:00
chihlasm
ac2b193909 fix: use get_admin_db in access_share to handle cross-tenant session reads (public shares)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 06:50:00 +00:00
chihlasm
b641ac6c55 fix: set account_id on session_supporting_data, session_resolution_outputs, maintenance_schedules, psa_post_log constructors
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 06:44:17 +00:00
chihlasm
8292e6ec65 fix: handle non-default, no-team trees in global content migration
Migration 019 only backfills trees with team_id IS NOT NULL.
Migration 3a40fe11b427 only covered is_default=TRUE trees.
Trees with team_id=NULL and is_default=FALSE (e.g. inactive test trees,
pre-team-system content) fell through both passes and triggered the NULL
guard.

Add two new UPDATE steps after the is_default pass:
1. Assign remaining trees to their author's account (if author has one)
2. Final fallback to PLATFORM_ACCOUNT_ID for any still-NULL rows

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 05:21:26 +00:00
chihlasm
20bd428d83 Merge pull request #133 from resolutionflow/feat/tenant-isolation-phase-1
feat: Phase 1 tenant isolation — add account_id to all tenant tables
2026-04-10 00:57:53 -04:00
chihlasm
b9da0e7107 chore: resolve merge conflicts with main
- deps.py: keep require_tenant_context + require_admin_db (RLS deps);
  drop unused get_tenant_context stub from Phase 0
- categories.py: keep both PLATFORM_ACCOUNT_ID and tenant_filter imports
  (body uses both)
- tenant-isolation spec: keep main's resolved TargetList/teams audit answers

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 04:57:39 +00:00
chihlasm
8f044849d4 fix: get_tree returns 404 (not 403) for inaccessible trees — don't leak resource existence
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 04:17:31 +00:00
chihlasm
14304be383 fix: correct RLS test fixtures — tree_structure NOT NULL, tree_tags schema, session-scoped set_config
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 04:15:41 +00:00