Each lane section (What we know, Questions, Diagnostic Checks, Suggested
fix) had its own `position: sticky; top: 0` header. As the engineer
scrolled past a section, that section's header would pin until the
section's bottom edge cleared the viewport, producing an "orphaned"
label floating over unrelated content below. Headers now scroll with
their content — in a 340px-wide lane the affordance was negative value.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- WhatWeKnow shows a "synthesizing" indicator + skeleton pulse while the
chat cycle is in-flight; task-lane header mirrors the signal with a
"thinking" pip so engineers know the AI is still working.
- Quiet-state hint when the lane is open (facts exist) but no open
questions, checks, or active fix — keeps the surface from looking
"finished" when the AI is about to follow up.
- Keyboard shortcuts: ⌘↵/Ctrl+↵ send in the composer (plain Enter still
sends), ⌘G toggles the Script Generator panel for the active fix,
`?` opens a new ShortcutsHelpOverlay listing all bindings. ⌘K palette
was already wired in TopBar.
- Responsive: below 1200px the task lane collapses to a bottom drawer
with a backdrop + a floating "Tasks ●" toggle button. TaskLane now
takes a `variant: 'side' | 'drawer'` prop; drawer variant drops the
resize handle and uses the shared slide-in-bottom animation.
- Build hygiene: fixed a pre-existing TS error in confirm-post error
handling (duplicate `response` type keys) and an unused-import warning
in TemplatizePrompt.
Verified: `npx tsc -b` and `npm run build` both clean against the dev
stack; Vite HMR applied each change without errors.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Closes the loop on the Phase 5 "Run now, templatize after resolve" path.
After a session resolves, drafts queued by the three-option dialog surface
as a modal that lets the engineer review the AI-proposed parameterization
and either save as a reusable team template or skip. A "don't ask again"
toggle writes to account_settings.preferences so the next resolve won't
pop the modal.
Backend:
- /api/v1/draft-templates:
* GET — list account drafts (pending_only default true; pass false for
audit view including accepted/rejected)
* GET /{id} — single draft
* POST /{id}/accept — promotes to a new script_templates row with
source_session_id / source_user_id / source_ticket_ref populated
(drives the Script Library "generated from CW #X · resolved by Y"
provenance chip). Draft flips to status=accepted,
promoted_template_id set, resolved_at stamped. 409 on re-accept /
already-rejected. 400 on unknown category_id.
* POST /{id}/reject — flips to status=rejected. 409 on re-reject.
- /api/v1/accounts/me/preferences (GET/PATCH) — thin wrapper over
AccountSettings.get_setting/set_setting. PATCH merges keys into the
JSONB column, preserving existing keys the client didn't touch.
Used by the "Don't ask again for this team" checkbox
(templatize_prompt_enabled=false) and, forward-looking, by
cw_resolved_status_id / cw_escalated_status_id from Phase 4.
- 13 tests: list filter, accept with/without edited_body, provenance
copy-through, reject, 409 on re-accept / re-reject, 400 on unknown
category, prefs round-trip with merge semantics.
Frontend:
- src/components/pilot/script/TemplatizePrompt.tsx — modal showing the
drafted script with proposed parameters in the Phase 5
ParameterizationPreview, editable name/category/description, an
individual-parameter remove button, and the "don't ask again" opt-out.
Accept posts to /draft-templates/{id}/accept + optionally PATCHes
preferences. Skip posts /reject.
- src/api/draftTemplates.ts — typed client plus accountPreferencesApi.
- AssistantChatPage: after a successful Resolve (external OR local),
fetches preferences + pending drafts for the session and queues the
modal one draft at a time. Escalate does not trigger this flow.
- Sidebar: Scripts nav shows the pending-draft count as a badge. Fetched
independently of the main sidebar stats so endpoint flakes don't
break the rest of the sidebar.
Verified live 2026-04-22: seed two drafts → GET sees both pending →
accept draft A (template created, provenance CW #99123 populated) →
reject draft B → pending count drops → PATCH opt-out → GET confirms
persistence.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Symptom: sidebar showed "User mjones got locked out … 0 messages" but the
conversation pane was rendering 2 messages from a different chat. The
task lane content matched what was displayed (so the AI was fine post-
prompt-sweep) — the leak was purely UI: messages from the previous chat
stayed on screen until the new chat's getSession returned.
selectChat resetSessionDerivedState() then awaits getSession before
calling setMessages(detail.conversation_messages). Between the reset
and that await, the prior chat's messages remain visible. handleNewChat
already had an explicit setMessages([]) call so it was unaffected;
selectChat did not.
Folded setMessages([]) into resetSessionDerivedState so any new chat-
switch entry point gets the wipe for free.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Two fixes from the Phase 5 shakedown:
1. Stale lane data leaking across chats. handleNewChat, sendPrefill, and
handleResumeNew were each missed when Phase 3/5 added activeFix,
previewKind, previewData, and scriptPanelOpen — only selectChat reset
the full set. Result: starting a new chat while a Suggested Fix card
was active showed the previous session's fix card (and any open
preview/script panel) until the next backend refresh swept it.
Consolidated all four entry points behind a single
resetSessionDerivedState() helper so adding new lane state in future
phases only requires touching one place.
2. CommandPalette TDZ on cold load. SCRIPTS_INLINE_QUICK_ACTION (line 66)
referenced PILOT_INLINE_SCRIPT_PATH declared at line 94 — module-level
evaluation hit the use before the declaration. Browser blanked with
"Cannot access 'PILOT_INLINE_SCRIPT_PATH' before initialization".
Moved the path const above its first use; also extracted
PILOT_INLINE_SCRIPT_EVENT into a tiny @/lib/pilotEvents module so
AssistantChatPage doesn't import the palette component just to read a
string — that mixed-export pattern broke Fast Refresh ("consistent
components exports") and added an unnecessary import edge.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Wires the SuggestedFix card to an inline panel that handles both cases:
template-matched fixes open the Script Library generator with parameters
pre-filled from session context; un-matched fixes open the three-option
dialog (one_off / draft_template / build_template). The decision endpoint
records the path choice with side effects: draft_template persists a
draft_templates row via a Sonnet-driven TemplateExtractionService;
build_template returns a redirect to the Script Builder; one_off just
records the choice.
Backend:
- TemplateExtractionService: drafts a parameter schema from a concrete
rendered script. Conservative by default ("prefer fewer parameters").
Round-trip-validates that templated_body only references declared
parameters; missing-key mismatch falls back to the original script
with no params. LLM/parse failures fall back identically — the
engineer can still create a draft and refine in the post-resolve
prompt (Phase 6).
- /suggested-fixes/{fix_id}/decision side effects:
* one_off → returns rendered_script (engineer's edited version or the
fix's ai_drafted_script verbatim)
* draft_template → same + creates draft_templates row with extracted
params, returns draft_template_id
* build_template → returns redirect_path=/scripts/builder?from_session=
&fix= so the frontend can navigate to the builder pre-loaded
- 400 when a non-template fix has no ai_drafted_script (template-matched
fixes take the dedicated /scripts/generate path, not this endpoint).
- 12 tests: TemplateExtractionService parse + fallback paths, all four
decision branches, edited_script override, missing-script 400.
Frontend:
- src/components/pilot/script/{TemplateMatchPanel, NoTemplateDialog,
ParameterizationPreview}.tsx — inline panels rendered in the task
lane's bottom slot when the engineer clicks a SuggestedFix card.
- TemplateMatchPanel: loads template via /scripts/templates/{id},
pre-fills params from fix.ai_drafted_parameters with cyan "from
session" tags, generates via existing /scripts/generate (already
bumps state_version on ai_session_id from Phase 3). 404 falls back
with a clear message instead of erroring.
- NoTemplateDialog: shows the AI-drafted script with proposed parameter
values highlighted in amber via ParameterizationPreview; three option
cards with the middle (draft_template) flagged Recommended; inline
edit on the script body before deciding.
- SuggestedFix card now clickable: onActivate toggles the inline panel.
- AssistantChatPage: scriptPanelOpen state + handleScriptDecision that
navigates on build_template and toasts on the other paths. Active fix
changes auto-close the panel so engineers don't act on stale state.
- Cmd+K → "Open inline Script Generator" palette entry surfaces only on
/pilot/:id routes; fires a window event the chat page subscribes to.
No Resolve shortcut added per Section 14 decision (browser ⌘R conflict).
Verified 2026-04-22 against the dev stack:
- one_off / draft_template / build_template all return the right shape
with real Sonnet TemplateExtractionService for the draft path.
- Conservative extraction confirmed: cmdkey + Restart-Process script
yielded zero proposed parameters as intended.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Wires the preview popover's Confirm & post action to ConnectWise (and,
via the provider pattern, any future PSA). Adds the parallel Escalate
flow with the handoff-oriented five-section markdown. Sessions without a
linked PSA ticket resolve/escalate locally — markdown stored, status
flipped, nothing posted externally.
Backend:
- EscalationPackageGeneratorService: Sonnet, five sections (Problem /
What we've confirmed / What we've tried / Current hypothesis /
Suggested next steps). Shares the preview_cache with a separate KIND
so Resolve and Escalate previews for the same state coexist.
- PSAWritebackService: post_resolution_note (RESOLUTION note type,
customer-visible), post_escalation_package (INTERNAL_ANALYSIS,
handoff for the next engineer only), transition_ticket_status with
mandatory re-fetch verification. PSAStatusVerificationError surfaces
loudly when CW silently rejects a status change — the
ConnectWise anti-pattern CLAUDE.md flags.
- Endpoints:
* POST /ai-sessions/{id}/escalation-package/preview
* POST /ai-sessions/{id}/resolution-note/post
* POST /ai-sessions/{id}/escalation-package/post
Outcomes: "resolved" / "escalated" with external_id + verified status,
"resolved_local" / "escalated_local" when no PSA linked.
- Target CW status IDs live in account_settings.preferences
(cw_resolved_status_id, cw_escalated_status_id). When unset, the post
proceeds without a status transition — response includes a
status_transition_skipped_reason rather than silently erroring.
- 7 tests: local-only path, PSA happy path with verified transition,
status verification failure → 502, skipped transition when
unconfigured, 409 on already-resolved re-post, escalate parallel path,
internal-analysis note type enforced.
Frontend:
- ResolutionNotePreview now kind-parameterized ('resolve' | 'escalate')
with inline edit + Confirm & post. Preview loads from the matching
backend endpoint; posting calls the matching endpoint; outcome toast
surfaces the verified CW status or the local-only result.
- AssistantChatPage: previewKind state replaces previewOpen; two toggle
buttons (Preview Resolve note / Escalate instead) in the lane's bottom
slot. handleConfirmPost dispatches by kind.
Verified 2026-04-22:
- Local-only Resolve + Escalate round-trip against the dev stack.
- Live Sonnet escalation-package preview; cache hit on repeat call
with no state change (separate cache kind from resolution-note).
- PSA post + status-verification paths covered by mocked-provider pytest
cases. Live CW round-trip pending a test CW instance.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
refreshSessionDerived's dep array referenced refreshActiveFix and
schedulePreviewRefresh before they were declared. React evaluates
useCallback deps synchronously during render, so the page blew up with
"Cannot access 'refreshActiveFix' before initialization" before a single
render completed. Moved the three leaf helpers above the aggregator.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Adds the AI-proposed resolution path and the inline preview of the
markdown that will be posted to the customer ticket on Resolve. The
preview is keyed on (session_id, ai_sessions.state_version) so back-to-
back fetches against unchanged state hit an in-process cache instead
of paying for a Sonnet call.
Backend:
- preview_cache: in-process LRU keyed on (kind, session_id, state_version).
No TTL — state_version is the source of truth. Soft-cap 5000 entries.
- unified_chat_service: [SUGGEST_FIX] parser (last-block-wins, JSON
payload, confidence clamped 0-100), supersession persistence (sets
superseded_at on prior active row), atomic state_version bump.
- ResolutionNoteGeneratorService: pulls session, facts, active fix, and
redacted script_generations into a structured input bundle for Sonnet;
produces the four-section markdown (Problem / What we confirmed /
Root cause / Resolution). Sensitive script parameters redacted via
ScriptTemplateEngine.redact_sensitive driven by the template's
parameters_schema.
- /api/v1/ai-sessions/{id}/suggested-fixes/active — 200 with the active
fix or 404.
- /api/v1/ai-sessions/{id}/suggested-fixes/{fix_id}/decision — records
one_off / draft_template / build_template / dismissed; dismiss
supersedes; bumps state_version. 409 on dismissing an already-
superseded fix.
- /api/v1/ai-sessions/{id}/resolution-note/preview — generates or returns
cached markdown; from_cache flag in payload signals cache hit.
- scripts.py POST /generate now bumps state_version on the linked
ai_session_id when present (third source of preview-cache invalidation
per Section 5.5).
- ASSISTANT_SYSTEM_PROMPT documents [SUGGEST_FIX] (when to/not to emit,
format, supersession semantics).
- 12 tests covering the parser (well-formed, last-wins, malformed,
confidence clamping), supersession + state_version invariant, all
decision branches, preview cache hit-on-no-change + miss-after-write.
Frontend:
- src/components/pilot/sections/SuggestedFix.tsx — amber-accented card
with confidence badge; dismiss action wired to the decision endpoint.
- src/components/pilot/ResolutionNotePreview.tsx — popover with refresh,
loading state, cached/fresh indicator, ticket-ref display.
- src/api/sessionSuggestedFixes.ts — typed client; getActive normalizes
404 to null so callers don't have to special-case.
- TaskLane gains suggestedFixSlot + bottomSlot props (rendered after
Diagnostic Checks; bottomSlot anchors the Resolve action).
- AssistantChatPage: refreshSessionDerived helper batches fact + fix
refresh; fact mutations and chat sends both schedule a 500ms-debounced
preview refresh per the Section 5.5 spec.
Verified end-to-end against the dev stack with a real Sonnet call:
- /active 404 → fact create → preview generates four-section markdown
grounded only in provided facts → second preview call hits cache
(from_cache=true, no LLM call) → fact write 2 → cache miss, regenerates.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Adds the load-bearing structural feature of the FlowPilot migration: a
"What we know" panel that holds confirmed facts for a session, fed by AI
[PROMOTE] markers and engineer-added notes. Facts feed the resolution
note preview (Phase 3) and survive across turns via stable UUIDs assigned
to pending_task_lane items.
Backend:
- FactSynthesisService: create/update/soft-delete facts with atomic
state_version bumps; LLM-backed synthesize_from_question/check on the
fact_synthesis (Haiku) action tier per Section 6.6.
- /api/v1/ai-sessions/{id}/facts CRUD + /facts/promote (proposed_text or
via synthesis). PATCH returns 403 for question/diagnostic_check facts
(edit the source item instead, Section 7.3).
- unified_chat_service: [PROMOTE] marker parser (JSON-block per Section
8.1 spec drift note), stable-UUID assignment for pending_task_lane
questions/actions preserved by exact text/label match across turns.
- ASSISTANT_SYSTEM_PROMPT: documents [PROMOTE] format, when to/not to
emit, hallucination guardrails, source_ref handling.
- 17 tests covering parser, stable IDs, service validation, CRUD,
editability rule, both promote modes, 422 null-synthesis path,
state_version invariant.
Frontend:
- src/components/pilot/sections/{WhatWeKnow,WhatWeKnowItem,AddNoteButton}
— green-gradient section above Questions, dashed-circle check, inline
edit/delete gated by the server's editable flag.
- TaskLane gains a whatWeKnowSlot prop (existing assistant/ folder kept
per the doc's "rename is opportunistic" guidance).
- AssistantChatPage fetches facts on selectChat and refetches after each
chat send (so [PROMOTE]-synthesized facts appear immediately); auto-
opens the lane when facts exist.
Verification: end-to-end smoke against the local docker stack confirms
all five endpoints (list/create/patch/delete/promote) plus the 403
editability rule. pytest suite verifies the same with mocked LLM. Live
[PROMOTE] flow remains untested until used in the UI — the marker shape
is covered by parser tests.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- docker-compose.dev.yml: drop Traefik/dev.resolutionflow.com labels, expose
backend:8000 and frontend:5173 directly; swap relative bind mounts for
${REPO_ROOT}/... so compose works when driven from inside a code-server
container with the host Docker socket mounted; default POSTGRES_PORT to
5433 host-side; add explicit uvicorn/npm run dev commands; add
ENABLE_MCP_MICROSOFT_LEARN and docker-01/Tailscale CORS origins.
- frontend/vite.config.ts: replace dev.resolutionflow.com with
allowedHosts=['docker-01', '.ts.net', 'localhost'] for direct-port access
over the private network.
- DEV-ENV.md: add Section 11 reference topology for the homelab Proxmox +
code-server Option B setup, plus troubleshooting entries for the
REPO_ROOT-empty-mount trap and the Vite allowedHosts rejection.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Collapses the pre-existing dual-surface setup (AssistantChatPage at /assistant,
FlowPilotSessionPage at /pilot) into a single chat-primary surface per
architectural claim #1 of FLOWPILOT-MIGRATION.md.
Router changes (frontend/src/router.tsx):
- /pilot and /pilot/:sessionId now render AssistantChatPage.
- /assistant redirects permanently to /pilot via <Navigate replace>.
- /assistant/:sessionId redirects to /pilot/:sessionId preserving the ID
via an AssistantSessionRedirect helper that reads the param.
- FlowPilotSessionPage is no longer imported or mounted. Per the
beta-history-disposable decision, the file stays on disk for reference
but is unreachable; delete once nothing else in the tree imports it.
Dispatcher de-branching — previously these sites routed by session_type
(chat -> /assistant, otherwise -> /pilot). All now unconditionally go to
/pilot/:id since session_type is no longer used for frontend routing:
- components/dashboard/ActiveFlowPilotSessions.tsx
- components/dashboard/RecentFlowPilotSessions.tsx
- components/flowpilot/AISessionListItem.tsx
(keeps isChat for icon selection, but linkTo is unconditional)
User-facing label + navigation updates:
- components/layout/CommandPalette.tsx: "AI Assistant" palette entry
becomes "FlowPilot" pointing to /pilot; the sparkles quick-action also
routes to /pilot.
- components/dashboard/StartSessionInput.tsx: both navigate() call sites
now go to /pilot instead of /assistant.
- lib/routePrefetch.ts: prefetch entry for AssistantChatPage keyed to
/pilot (the real surface) rather than /assistant (now redirect-only).
Preserved intentionally (not user-facing routes):
- Backend /assistant/retention API path and the assistantChatApi module
name — those are internal API and module identifiers, not SPA routes.
- src/components/assistant/* and src/types/assistant-chat — TypeScript
module paths, not routes.
- Sidebar.tsx — no top-level AI entry existed to rename; /pilot is
already in the History group's matchPaths. Whether FlowPilot deserves
its own rail entry is a future UX decision, not Phase 1 scope.
- FlowPilotAnalyticsPage at /analytics/flowpilot — analytics for the
unified product, not guided-only, per the agreed Q16 interpretation.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- flowpilot_engine: pass account_id at all 5 AISessionStep instantiation
sites (_create_step_from_parsed x3, briefing step, status update step).
Phase 4 RLS blocked every INSERT with NULL account_id — this broke all
new FlowPilot sessions since the Phase 4 migration was applied.
- integrations: list_boards returns [] on PSAError instead of 502, stopping
the spurious 'Server error' toast on dashboard load (boards are optional).
- client.ts: 5xx global toast now shows backend detail when available.
- useFlowPilotSession: startSession extracts backend detail for error state;
suppresses duplicate toast for 5xx (global interceptor already handles it).
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add PSABoard type + list_boards() to CW provider (cached 1h)
- Extend search_tickets with assigned_to_me, unassigned, board_ids, page, page_size
- New GET /integrations/psa/boards endpoint
- New TicketQueue dashboard component: My Tickets / Unassigned tabs,
multi-select board filter, Load more pagination, Start Session per ticket
- Add TicketQueue to QuickStartPage after active sessions
- FlowPilotSessionPage auto-starts with ticket context when navigated
from TicketQueue (psaTicketId + psaTicket in location.state)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Adds optional owner_email field to the Create Account modal. Superadmin
can specify an existing user's email to assign as account owner at
creation time. Backend 404s with a clear message if the email is unknown.
Error detail now surfaces to the toast instead of a generic message.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Four places were hardcoded to engineer|viewer only:
- AccountRoleUpdate schema (user.py) — blocked PUT /admin/users/{id}/account-role at the API level
- AdminUserCreate schema (admin.py) — blocked creating users with owner/admin role
- AccountDetailPage role dropdowns (create form + inline member role changer)
- AccountsPage create user role dropdown
Now all four accept the full set: owner, admin, engineer, viewer.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Fix create_time_entry() using self._client instead of self.client
- GET /member-mappings now returns all active account users, not just mapped
ones — allows manual assignment when auto-match by email doesn't work
- PsaMemberMappingResponse mapping fields are now Optional (id, external_member_id,
external_member_name, matched_by) to represent unmapped users
- Frontend MemberMappingTab skips null external_member_id when building
localMappings, and derives user list from all returned entries
- Add docs/connectwise-psa-testing-checklist.md
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Import/Export button in editor header: removed standalone Import button, moved
draw.io import into Export/Import dropdown with labelled sections; fixes
conceptual trap where Import implied operating on the current diagram
- List page: replaced two identical Upload-icon Import buttons with a single
dropdown (Import JSON / Import draw.io) with format descriptions
- Empty state: replaced icon-in-box with a horizontal card featuring a static
SVG topology preview, MSP-specific value prop, and dual CTAs
- Keyboard shortcuts: new KeyboardShortcutsOverlay component (4-group grid),
triggered by ? key or the ? button pinned to the canvas bottom-right corner;
wired into useCanvasShortcuts hook
- Fixed Share2 → FileOutput icon for draw.io export (Share2 = send to someone,
FileOutput = export file format)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Context menu fix:
- Group nodes pass pointer events through to children in React Flow, so
right-clicking a group fires onPaneContextMenu instead of onNodeContextMenu
- handlePaneContextMenu now checks for selected nodes and shows the node
context menu (with align/group options) when any nodes are selected
Properties panel multi-select:
- Add Group section with type dropdown (Subnet, VLAN, Site, DMZ, Custom)
- "Group into [Type]" button creates a group of the chosen type
- Ungroup button appears when a group node is in the selection
- useDiagramCommands.groupSelection now accepts a groupType param and
uses it as the label and color key for the new group node
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Header shows MousePointer2 (select) and Hand (pan) toggle buttons
- Select mode: drag on canvas draws a selection box (selectionOnDrag)
- Pan mode: drag on canvas pans the viewport (panOnDrag)
- Space held in either mode temporarily switches to pan (panActivationKeyCode)
- Keyboard shortcuts: V = select mode, H = pan mode
- Cursor changes to grab/grabbing in pan mode
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Backend DiagramNode schema was missing nodeType, style, and parentId fields —
Pydantic stripped them on save, so group nodes lost their identity on reload
and re-appeared as small device icons.
- Backend: add nodeType, style (NodeStyle), parentId to DiagramNode schema
- Frontend: serialize parentId for device nodes inside groups
- Frontend: restore parentId + extent:'parent' on both deserializer paths (setNodes + history init)
- Frontend: add parentId to DiagramNode interface
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
NodeResizer handles positioned at RF wrapper size, but NodeTooltip and
NodeStatusIndicator wrappers had no size constraints, causing BaseNode
(w-full h-full) to shrink to content size instead of filling the wrapper.
Add w-full h-full to NodeTooltip, NodeTooltipTrigger, and
NodeStatusIndicator so the full height chain is maintained.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* 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>
* 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>
* feat: add Pydantic schemas for device types and network diagrams
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* 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>
* 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>
* feat: add network diagrams CRUD + AI generate + export/import router
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* 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>
* 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>
* 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>
* feat: add DeviceToolbar panel with search, categories, drag-drop, custom type creation
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add PropertiesPanel for node and edge property editing
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add AIAssistPanel with replace and merge modes
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add NetworkCanvas wrapper and DiagramHeader components
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add DiagramEditor page assembling all panels with auto-save and AI generation
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add Network Diagrams list page with search, client filter, import
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add Network Maps to sidebar navigation and router
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: resolve TypeScript errors in DeviceToolbar and DiagramEditor
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: resolve stale selection bug in network diagram PropertiesPanel
Selection state now stores IDs and derives objects from live arrays,
so edits in PropertiesPanel inputs reflect immediately.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add React Flow UI foundation components for network diagrams
BaseNode (structured node shell with header/content/footer slots),
BaseHandle (styled connection handle), LabeledHandle (handle with
port label), NodeStatusIndicator (status border effect),
NodeTooltip (hover details via NodeToolbar).
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add LabeledGroupNode and AnimatedSvgEdge components
GroupNode for subnet/VLAN/site grouping with positioned label badge.
AnimatedSvgEdge for traffic flow visualization with animated SVG
shape along edge path. Both registered in type maps.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* refactor: DeviceNode uses BaseNode, BaseHandle, StatusIndicator, Tooltip
Replaces hand-rolled node layout with composable React Flow UI
components. Status is now a border effect instead of a dot.
Hover tooltip shows hostname, IP, vendor, role, notes.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add grouping toolbar items and traffic flow toggle
DeviceToolbar gets Subnet/VLAN/Site/DMZ grouping section with
drag-drop. PropertiesPanel gets Show Traffic toggle that switches
edges between connection and animated types. DiagramEditor handles
both device and group node drops.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address code review findings for React Flow UI integration
- Use screenToFlowPosition() for drop coordinates (fixes zoom/pan bug)
- Remove duplicate selection border from DeviceNode (BaseNode handles it)
- Add w-full to GroupNode for proper container sizing
- Remove unused 'selected' destructuring from DeviceNode
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add ISP icon to network diagram device registry
Globe icon with accent color, under cloud category.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: improve drag-and-drop feel in network diagram editor
Grip icons on draggable toolbar items, press effect on drag start,
dashed border overlay with 'Drop to add' text when dragging over canvas.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add ContextMenu component for network diagram editor
Charcoal-styled context menu with action factories for node
and canvas variants. Viewport-clamped positioning, auto-dismiss
on click outside, escape, or scroll.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add useCanvasShortcuts hook for copy/paste/duplicate
Keyboard shortcuts with preventDefault and input guard.
Clipboard stores nodes with relative positions and edge indices.
Paste computes canvas center via screenToFlowPosition.
Duplicate offsets +30px. Supports both device and group nodes.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: wire context menu and keyboard shortcuts into diagram editor
Right-click context menus for nodes (copy/duplicate/delete) and
canvas (paste/select-all/fit-view). Right-click selects the node
per spec. serializeNodes now handles group nodes correctly.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: context menu dismisses on pane click, ISP in toolbar
Context menu now closes when clicking anywhere on the canvas via
onPaneClick prop. ISP device added as built-in toolbar item under
Internet section so it's always available without a database entry.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: backend code review fixes for network diagrams
- Replace legacy Optional imports with modern str | None syntax
- Type JSONB columns as Mapped[list[dict[str, Any]]]
- Escape SQL LIKE wildcards (%, _) in diagram search
- Type DiagramNode.position as Position(x, y) Pydantic model
- Wrap AI response parsing in KeyError handler for clean 422 errors
- Remove unused Optional/TYPE_CHECKING imports from schemas/models
- Extract _get_available_slugs helper to DRY duplicate queries
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: network diagram editor UX — straight edges, snap-to-grid, ISP in Cloud, group resize
- Straight edges: replace SmoothStepEdge with BaseEdge + getStraightPath so
connections draw direct diagonal lines instead of orthogonal bent paths
- Snap-to-grid: add snapToGrid/snapGrid=[20,20] to NetworkCanvas so nodes
align consistently when dragged
- ISP in Cloud: remove standalone "Internet" sidebar section, inject ISP into
the Cloud category loop with search support and correct item count
- Group node resize: add NodeResizer to GroupNode (subnet/VLAN/site/DMZ),
handles visible when selected; dimensions saved/restored correctly on
reload (also fixes group node load bug where type was always 'device')
- DiagramNode type: add nodeType and style optional fields
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: network diagram team_id guard + multi-style edge routing
Backend:
- Guard create_diagram with 422 if current_user.team_id is None (prevents
NOT NULL constraint crash for accounts not yet assigned to a team)
- Add routing field to DiagramEdge schema (straight/curved/step)
Frontend:
- ConnectionEdge now supports straight (default), curved (bezier), and
step (smooth-step) routing per-edge via routing field in edge data
- PropertiesPanel Connection section gets a Line Style toggle:
Straight | Curved | Step buttons, active state highlights in accent
- handleEdgeUpdate and serializeEdges now propagate the routing field
- DiagramEdge type gets optional routing field
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: network diagrams UX overhaul — icons, empty canvas, properties panel
- Colorize: semantic category colors for all device types (network=blue,
security=orange, compute=emerald, endpoint=amber, storage=violet,
cloud=cyan, infra=steel); better icons (Router, ShieldAlert, Boxes,
Package, Gauge, PlugZap, Video, Radio); MiniMap uses category colors
- Onboard: centered AI generate prompt on empty canvas with 5 MSP-specific
example chips, ⌘↵ shortcut, spinner; AIAssistPanel only shown with nodes
- Arrange: properties panel — status badge grid at top, fields grouped into
Network (IP/Subnet/VLAN) and Hardware (Hostname/Vendor/Model/Role) sections
- Delight: segmented topology color bar on listing cards; backend returns
category_counts via single extra query on list endpoint
- Harden: real PNG export via html-to-image + getNodesBounds/getViewportForBounds
- Polish: ChevronDown replaces unicode ▾, click-outside for client filter,
consistent spinner in empty prompt
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* chore: drop changelog noise from network extraction
* fix: align network map builder with account isolation
* feat: add manual create option for network maps
* feat: make manual network map creation easier to discover
* fix(network-maps): address design critique — harden, normalize, clarify, polish
- Archive: two-step inline confirm in card dropdown menu
- Delete Device/Edge: two-step inline confirm in PropertiesPanel footer
- Context menu Delete: floating confirm bar instead of immediate deletion
- AI Generate New: two-step confirm when replacing existing diagram nodes
- DiagramHeader: show 'Unsaved changes' in amber when isDirty and not saving
- deviceRegistry: SECURITY_COLOR #f97316 → #f87171 (deprecated ember orange removed)
- CanvasEmptyPrompt: remove backdrop-blur (design system violation)
- CanvasEmptyPrompt: remove redundant 'Skip AI' bottom button (duplicate of Build manually card)
- CanvasEmptyPrompt: rounded-xl/rounded-2xl → rounded-lg, border-2 → border
- Topology bar: h-1 → h-2 + native tooltip with category breakdown
- AIAssistPanel: replace pulse-dot loading with spinner (consistent with rest of feature)
- ContextMenu: add shadow-lg (consistent with other dropdowns)
- DeviceNode tooltip: Position.Bottom → Position.Top (avoids canvas-edge clipping)
- CanvasEmptyPrompt: raise ⌘↵ hint from /50 opacity to full text-muted-foreground
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat(network-maps): bring to front / send to back layering for nodes
Three entry points for z-index control:
- Right-click context menu: Bring to Front / Send to Back with ] / [ shortcuts, separated by dividers from copy/delete groups
- Properties panel: Layer row with Bring Front + Send Back buttons, tooltip shows keyboard shortcut
- Keyboard: ] brings selected node(s) to front, [ sends to back (skips when input focused)
Context menu also gains divider support (dividerBefore flag) for visual grouping.
Layering handlers use max/min zIndex across all nodes so repeated presses always stack correctly.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: swap switch icon from Layers → Network (Lucide)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: icon size picker (S/M/L) on device nodes
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: drag-to-resize device nodes + BrickWallFire for firewall
- NodeResizer on DeviceNode (same pattern as group nodes); icon scales
proportionally with node width, clamped 16–60px
- Removes S/M/L static picker — resize is now direct manipulation
- firewall: ShieldAlert → BrickWallFire
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* chore: trigger Railway rebuild
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: add missing hero_001.jpg to git (was untracked, broke Railway deploy)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: ShieldAlert still referenced in CATEGORY_DEFAULTS after icon swap
Removed ShieldAlert from imports when swapping firewall icon to BrickWallFire
but left it in CATEGORY_DEFAULTS — runtime crash, device toolbar empty.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix(network): proportional node resize with locked aspect ratio
Nodes grew into rectangles because NodeResizer had no aspect ratio
constraint, minWidth != minHeight, and icon/text only scaled from width.
- DeviceNode: add keepAspectRatio + equal minWidth/minHeight (80×80),
maxWidth/maxHeight (280×280), scale icon and label/IP font sizes from
Math.min(width, height) so all content grows uniformly
- DiagramEditor: set explicit 120×120 style on dropped device nodes so
React Flow has a definite starting size for aspect ratio calculation
- DiagramEditor: persist device node style (width/height) in
serializeNodes and restore it on load so size survives save/reload
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix(lint): suppress ESLint errors in network diagram components
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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>
Three fixes from beta tester session feedback:
1. MCP error handling (backend/app/services/assistant_chat_service.py)
- The MCP Microsoft Learn integration was catching only BadRequestError.
Any other error type (APIStatusError, APIConnectionError, timeout) from
the external MCP server propagated as a 502, causing the generic error.
- Now catches all Exception types when MCP is active and retries without
MCP using the stable client.messages.create endpoint.
2. Frontend error UX (frontend/src/pages/AssistantChatPage.tsx)
- catch {} was silently swallowing all errors and inserting a generic
assistant message. Now: differentiates 429 (rate limit) vs 502/503
(AI unavailable), removes the optimistic user message on failure,
restores the failed message to the input so users can retry without
retyping, and logs errors to console for debugging.
3. Image attachments visible in chat (frontend/src/components/assistant/ChatMessage.tsx)
- Uploaded images were sent to the AI correctly but never shown in the
chat thread. Now captures preview URLs before clearing pendingUploads
and renders thumbnails above the user bubble, clickable to full size.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
