2f18056fd19d875e2785c0cef98ac01999ebb3aa
83 Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
| 24acfc9a45 |
docs: add implementation plan for security headers, coverage, and web vitals
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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| fc7ba0846f |
docs: add design for security headers, coverage gates, and web vitals
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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chihlasm
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ae6b7b3055 |
docs: add implementation plan for empty states, onboarding, and exports
24 tasks across 4 PRs. Addresses all spec review findings: model code uses Mapped[] syntax, standalone export functions, team-scoped access checks, variable resolution in PDF, Jinja2/CSS fix, Vitest + Playwright test tasks included. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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chihlasm
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9897b660dd |
docs: fix test spec screenshot size to match 2MB validation limit
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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chihlasm
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4add88f5ec |
docs: address spec review — fix critical and important issues
Fixes: missing user_preferences column (use onboarding_dismissed column), PDF endpoint return type branching, WeasyPrint system deps, solo pro branding storage, screenshot size limit, supporting data PATCH endpoint, ExportPreviewModal download-only mode, guides as React components, illustration opacity and title size corrections, unknown guide slug handling. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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chihlasm
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719db2279f |
docs: add design spec for empty states, onboarding, and professional exports
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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chihlasm
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a5620f276d |
docs: archive lessons 1-40, condense CLAUDE.md from 40KB to 26KB
Move early lessons (fixes baked into codebase) to docs/LESSONS-ARCHIVE.md. Condense lessons 41-65 to one-liners. Reduces system prompt token usage by ~34% while preserving all actively relevant context. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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chihlasm
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e39819f8d0 | Add Playwright e2e coverage and Node 20 pin | ||
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chihlasm
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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> |
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chihlasm
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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. |
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Michael Chihlas
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80e094215f |
docs: add ConnectWise PSA integration design spec
Comprehensive design for ConnectWise PSA integration covering credential management, service ticket integration, session-to-ticket notes, and callback webhooks. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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chihlasm
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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> |
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Michael Chihlas
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cfe112ac43 |
docs: add landing page assets and polish landing CSS
Add landing page .docx export, HTML mockup, docx generator script, and refine landing page CSS formatting/spacing. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Michael Chihlas
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416bb230e3 |
feat: close sessions from history page with inline popover
Add ability to close active sessions directly from the Session History page via an inline popover with outcome selection and optional notes. Adds two new outcomes: cancelled and resolved_externally. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Michael Chihlas
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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> |
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chihlasm
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4727106141 |
fix: race condition hardening across auth, counters, and data fetching (#102)
* fix: prevent race conditions in token operations and auth flows Backend: - Refresh token rotation: use atomic UPDATE...WHERE revoked_at IS NULL to prevent concurrent refresh requests from both succeeding - Account invite codes: SELECT FOR UPDATE to prevent double-spend - Platform invite codes: SELECT FOR UPDATE to prevent double-spend - Password reset tokens: SELECT FOR UPDATE to prevent double-use - Email verification tokens: SELECT FOR UPDATE to prevent double-use Frontend: - Token refresh subscriber arrays: swap before iterating so a throwing callback doesn't leave the queue in a dirty state Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: atomic counters, plan limit re-check, and double-submit guard Backend: - Tree usage_count: use SQL-level UPDATE (Tree.usage_count + 1) instead of Python-level increment to prevent lost updates under concurrency - Tag usage_count: same SQL-level atomic increment/decrement in both create_tree and update_tree (delete_tree already used this pattern) - Plan tree limit: re-check count after db.flush() to close the TOCTOU window where two concurrent creates could both pass the pre-check Frontend: - TreeEditorPage: add isSaving early-return guard inside handleSaveDraft and handlePublish callbacks so Ctrl+S can't bypass the button disabled prop and fire duplicate save requests Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: prevent stale API responses from overwriting newer data - SessionHistoryPage: move loadSessions into effect with cancelled flag so rapid filter/tab changes discard outdated responses - TreeLibraryPage: add request ID ref to loadTrees so stale responses from previous filter selections are discarded - QuickStartPage: add request ID ref to debounced search so out-of-order responses don't overwrite newer search results Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * docs: add flexible intake design — deferred variables + prepared sessions Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com> |
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chihlasm
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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> |
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chihlasm
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d365c38b61 |
chore: Tailwind CSS v3 → v4 migration (#99)
* chore: run Tailwind v4 upgrade tool (Phase 1) - Upgraded tailwindcss v3 → v4.2.1, postcss plugin to @tailwindcss/postcss - Deleted tailwind.config.js, migrated theme to CSS @theme block in index.css - Replaced @tailwind directives with @import 'tailwindcss' - Added @custom-variant dark, @utility blocks for custom utilities - Updated class names across 128 files (shadow-sm → shadow-xs, etc.) - Removed autoprefixer (built into v4) - Added migration plan doc Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * chore: switch from @tailwindcss/postcss to @tailwindcss/vite (Phase 2) - Replaced @tailwindcss/postcss with @tailwindcss/vite plugin - Deleted postcss.config.js (no longer needed) - Tailwind now runs as a native Vite plugin for faster HMR Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * refactor: convert to OKLCH colors, move keyframes into @theme (Phase 3-4) - Replaced all HSL color indirection with direct OKLCH values in @theme - Moved all keyframes inside @theme block (v4 pattern) - Eliminated hsl(var(--x)) double-indirection across 17 component files - Replaced hsl() inline styles with var(--color-*) theme references - Cleaned up redundant rdp-* utility blocks - Fixed @custom-variant dark syntax to use :where() - Added sidebar/glass/shadow vars as OKLCH in :root Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com> |
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chihlasm
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0dc6123c0c |
feat: flow export/import + procedural Flow Assist (#96)
* feat: add flow export/import backend (migration, endpoints, schemas)
Add .rfflow file export/import support:
- Migration 050: import_metadata JSONB column on trees
- GET /trees/{id}/export?format=json|xml endpoint
- POST /trees/import endpoint (creates draft, resolves categories/tags)
- FlowExportEnvelope, FlowImportRequest/Response schemas
- import_metadata field on TreeResponse
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add flow export/import frontend + backend tests
Frontend:
- ExportFlowModal with JSON/XML format selection + download
- ImportFlowModal with drag-drop file picker + preview step
- rfflowParser for client-side JSON/XML .rfflow parsing
- Export buttons on editor toolbar and library action menus
- Import button on library page next to Create New
- Provenance display for imported flows in editor
- flowTransfer API client + types
Backend:
- Fix regex->pattern deprecation in export endpoint
- 12 integration tests covering export, import, round-trip,
access control, tag/category creation, version validation
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* refactor: remove XML export, JSON-only for .rfflow files
- Remove XML builder, format query param, and XML tests
- Simplify ExportFlowModal (no format picker)
- Simplify rfflowParser (JSON-only)
- Remove format field from schemas and types
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: match Flow Assist chat input to AI Assistant styling + strengthen one-question prompt
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add procedural flow support to AI chat builder (Flow Assist)
- Add procedural-specific system prompts (schema, interview protocol, response format)
- Dispatch prompts by flow_type: procedural/maintenance use flat steps schema, troubleshooting uses decision tree schema
- Parse [STEPS_UPDATE] and [INTAKE_FORM] markers in AI responses
- Add validate_generated_procedural_steps() validator
- Handle intake form extraction in AI chat import endpoint
- Add StaticStepsPreview component for procedural flow preview
- Update store and page to render correct preview by flow type
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add flow type selection to Flow Assist entry points
- CreateFlowDropdown now shows "Build with Flow Assist" under each flow type
- Library page "Flow Assist" button respects current type filter
- Clean up unused AIFlowBuilderModal references
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: update CLAUDE.md with AI chat builder and intake form learnings
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: refine assistant chat prompt for concise answers and focused questions
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: switch AI provider to Claude Sonnet 4.6 + add shift+enter hint to chat inputs
- Default AI_PROVIDER changed from gemini to anthropic
- AI_MODEL and AI_MODEL_ANTHROPIC updated to claude-sonnet-4-6
- Added "Shift + Enter for a new line" hint below all chat textareas
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: update CLAUDE.md with AI provider and chat input learnings
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: add editor-embedded Flow Assist design document
Design for replacing the standalone /ai/chat page with context-aware
AI side panels embedded in each editor (Troubleshooting + Procedural).
Covers ghost node suggestion system, output-based thresholds,
config-driven model routing, knowledge integration, and per-flow
chat persistence.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: add editor-embedded Flow Assist implementation plan
25-task plan across 9 phases covering backend foundation, frontend
infrastructure, tree/procedural editor integration, AI-assisted create,
old code removal, action-type dispatch, suggestion audit trail, and
build verification.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: use actual root node ID in orphan validation check
AI-generated trees use descriptive IDs (e.g., "verify-account-exists")
instead of "root", causing the root node to be falsely flagged as orphaned.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add config-driven AI model tier routing
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: extend AI chat session with tree_id and archived_at
Add tree_id FK (CASCADE) for editor-embedded sessions and archived_at
timestamp column to ai_chat_sessions table.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add AI suggestion audit trail table
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add action_type and focal_node_id to AI chat message API
- Add VALID_ACTION_TYPES literal and action_type/focal_node_id fields to
AIChatMessageRequest schema
- Add tree_id field to AIChatStartRequest schema for editor-embedded sessions
- Update send_message() signature with action_type and focal_node_id params
- Update start_chat_session() signature with tree_id param
- Pass new params through endpoints to service functions
- All new params have defaults so existing behavior is unchanged
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: route AI model selection through action-type config
Update get_ai_provider() to accept an optional model override parameter
(applied only to AnthropicProvider; Gemini always uses its own model).
Thread action_type-based model resolution through send_message() and
generate_final_tree() in the AI chat service.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add TypeScript types for editor-embedded AI
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add shared ContextMenu component
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add useEditorAI hook and editorAI API client
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add EditorAIPanel component with Chat and Suggestions tabs
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: integrate AI panel, context menu, and ghost nodes in tree editor
- Add AI Assist panel toggle button to tree editor toolbar
- Wire EditorAIPanel alongside TreeEditorLayout with single-panel rule
- Thread onNodeContextMenu through TreeEditorLayout → FlowCanvas → FlowCanvasNode
- Add right-click context menu with Generate Branch, Explain Node, Delete actions
- Add ghost node detection (_suggestion flag) with dashed border + opacity styling
- Add Accept/Dismiss overlay buttons on ghost nodes for future suggestion handling
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: integrate AI panel, context menu, and ghost steps in procedural editor
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add AI prompt dialog and wire into CreateFlowDropdown
Replace navigation to /ai/chat with an inline AIPromptDialog modal
that collects a single prompt, generates a flow via the editor AI API,
imports it, and navigates to the editor with the AI panel open.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: add glassmorphism to AI prompt dialog + maintenance Flow Assist button
- Use .glass-card-static on AIPromptDialog card for consistent design system
- Add "Build with Flow Assist" button to maintenance section in CreateFlowDropdown
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* refactor: remove standalone Flow Assist page and old AI chat components
Remove the old /ai/chat page, AI wizard modal, and all associated
components/stores/types now replaced by the editor-embedded AI panel.
Deleted:
- AIChatBuilderPage, ai-chat/ components, aiChatStore, aiChat API, ai-chat types
- AIFlowBuilderModal, ai-builder/ components, aiFlowBuilderStore
Cleaned up:
- Router (removed /ai/chat route)
- Sidebar (removed Flow Assist nav item)
- MyTreesPage (removed AI builder modal and button)
- TreeLibraryPage (removed Flow Assist button)
- API and type barrel exports
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add delta response parsing and action-type prompt dispatch
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add AI suggestion audit trail endpoints
Create/list/resolve endpoints for tracking AI-applied changes to flows.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add APScheduler task to auto-archive stale AI chat sessions
Archives AI chat sessions with no activity for 30 days, runs daily at 3 AM.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: update project status for editor-embedded Flow Assist
- Add Editor-Embedded Flow Assist to CURRENT-STATE.md in-progress items
- Update CLAUDE.md: fix stale lessons (#41, #46), add new patterns (#47 editor AI architecture, #48 orphan validation)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: use correct model alias in AI_MODEL_TIERS standard tier
The dated model ID `claude-sonnet-4-6-20250514` was causing 502 errors.
Use the alias `claude-sonnet-4-6` which matches AI_MODEL_ANTHROPIC.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: send live flow context to AI Assist for full editor awareness
The AI panel now sends the current tree structure (troubleshooting) or
steps + intake form (procedural/maintenance) with each message. This
gives the AI full visibility into node details, questions, descriptions,
options, and intake form fields — not just the node ID.
- Backend: add flow_context param to schema, endpoint, and service
- Frontend: add getFlowContext callback to useEditorAI hook
- TreeEditorPage: passes treeStructure as flow context
- ProceduralEditorPage: passes steps + intakeForm as flow context
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: include flow name and description in AI Assist context
Both editors now send name and description alongside the flow structure,
so the AI can reference what the flow is about when responding.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: increase AI timeout to 120s and limit retries to 1
The 45s timeout was too short for generation tasks with full flow
context in the system prompt. The Anthropic SDK's default 2 retries
caused requests to hang for ~136s before failing. Now: 120s timeout
with max 1 retry = faster failure if it does timeout.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: wire AI-generated flow structures into editor stores
The useEditorAI hook was ignoring result.working_tree from AI responses,
so generated steps/trees never appeared in the editor. Now:
- useEditorAI calls onFlowUpdate when working_tree is present in response
- ProceduralEditorPage handles steps + intake form updates via replaceSteps
- TreeEditorPage handles tree structure updates via replaceTreeStructure
- Both stores have new bulk-replace methods for AI integration
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: add lessons learned for full-stack integration, Anthropic retries, model tiers
#49 Always verify frontend consumes backend response fields
#50 Anthropic SDK max_retries=1 to avoid 3× timeout
#51 AI model tier routing via settings.get_model_for_action()
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: move AI Assist panel to full-height side layout in both editors
The AI panel was nested inside the content area, only spanning the
step list / canvas section. Now it sits at the outermost flex level,
spanning the full page height alongside all content (toolbar,
collapsible sections, steps/canvas). This prevents the panel from
overlapping content and lets the editor area properly shrink.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: AI Assist panel as fixed right drawer (matching Copilot/Scratchpad)
Convert EditorAIPanel from in-flow flex child to fixed right-side drawer
overlay, same pattern as CopilotPanel and ScratchpadSidebar. The panel
is fixed at right:0 spanning full viewport height, and editor pages add
pr-[380px] padding when open so content shifts left without overlap.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: AI Assist panel sits below topbar with slide-in animation
- Panel now uses top:56px to sit below the app shell topbar instead of
covering it (matches the main-content grid cell area)
- Added slideInRight CSS animation for smooth drawer entrance
- Editor pages use dynamic paddingRight via PANEL_WIDTH constant
- ChatTab upgraded: markdown rendering, CopilotPanel-style message
bubbles, auto-focus input, Shift+Enter hint
- All borders use --glass-border for consistent glassmorphism
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: AI Assist panel as in-flow flex sibling (not fixed/overlay)
Replace fixed positioning with in-flow flex layout. The outermost div
is now a horizontal flex row: content column (flex-1 min-w-0) + panel
(w-[380px] shrink-0). When the panel opens, the content column
automatically shrinks — no padding hacks or z-index stacking needed.
This guarantees the content shifts left and stays fully visible.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: AI Copilot panel as in-flow flex sibling in session navigation pages
Changed CopilotPanel from fixed overlay to flex layout sibling so it
pushes main content instead of covering it during active sessions.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: remove duplicate CLAUDE.md lessons #47-48
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
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chihlasm
|
199cf315c6 |
feat: admin survey responses page with expandable detail and CSV export
- Backend: GET /admin/survey-responses (list with stats, invite join) - Backend: GET /admin/survey-responses/export (CSV download) - Frontend: SurveyResponsesPage with expandable row detail - Two-column Q&A grid with typed answer rendering (chips, ranked lists, quote blocks) - Stats cards (total responses, this week) - CSV export button with blob download - Sidebar nav + route wiring - Also: updated Q14 from product domain ranking to diagnostic prioritization Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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chihlasm
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932927b9df |
chore: archive old plan docs + add survey foundation files
Move completed plan docs to docs/plans/archive/. Add survey migration 046 and reference HTML/plan files. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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chihlasm
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9bb69254df |
docs: add survey invite tracking design and implementation plan
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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chihlasm
|
4d2c4930fd |
feat: Slate & Ice Modern aesthetic redesign (#94)
* chore: update Google Fonts to Bricolage Grotesque, IBM Plex Sans, JetBrains Mono Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * chore: update Tailwind config to Slate & Ice theme colors and fonts Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: update CSS variables and glass-card utilities for Slate & Ice theme - Replace all color variables with Slate & Ice palette - Add glass system vars (--glass-bg, --glass-blur, --shadow-float) - Replace legacy glass-card with new variable-driven glass classes - Add breatheGlow, bellWobble, slideDown, fadeInRight keyframes - Update font references to IBM Plex Sans and Bricolage Grotesque Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: recolor BrandLogo to cyan gradient, split BrandWordmark for gradient Flow text Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: update TopBar with glassmorphism backdrop and cyan accent styling Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: update Sidebar with glassmorphism backdrop Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add ambient atmosphere gradient orbs behind app shell Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: update QuickStats and SessionsPanel with glass-card styling Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add WeeklyCalendar, QuickActions, OpenSessions, RecentActivity dashboard components Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: redesign dashboard layout with calendar, open sessions, and glass-card panels New layout: greeting → calendar+actions → sessions+stats → activity Replaces old QuickStats and SessionsPanel with new dashboard components Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: replace remaining purple hex references with ice-cyan accent Sweep of hardcoded purple hex values (#818cf8, #6366f1) replaced with new cyan accent (#06b6d4) in QuickActions, RecentActivity, QuickLaunch, and SVG brand assets. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * docs: update CLAUDE.md branding and design system for Slate & Ice Modern Updated Last Updated date, branding section (fonts, colors, glass utilities, atmosphere orbs), component styling rules, and Design System section to reflect the new ice-cyan glassmorphism theme. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * docs: add Slate & Ice Modern design doc and implementation plan Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: redesign login page with Slate & Ice Modern design system Apply glassmorphism styling, atmosphere orbs, branded wordmark, and consistent design tokens to match the updated app shell aesthetic. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: raise TopBar z-index so profile dropdown renders above main content Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add AI assistant with in-session copilot and standalone chat with RAG Implements three-phase AI assistant feature: - Phase 0: RAG infrastructure with pgvector embeddings, Voyage AI integration, tree chunking service, and semantic search over team's flow library - Phase 1: In-session copilot panel during flow navigation with contextual AI help, current step awareness, and suggested related flows - Phase 2: Standalone AI chat page with persistent conversation history, pin/delete, and configurable retention policies (account-level) Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add account management, email verification, AI fixes, and user guides - Profile settings, account transfer, delete/leave account flows - Email verification with JWT tokens and Resend integration - AI assistant/copilot fixes: markdown rendering, shared RAG helpers, token tracking, input refocus, model_validate usage - User guides hub + detail pages with 13 topic guides - Sidebar and top bar navigation for guides Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: prevent stale chunk errors after deployments - Set Cache-Control no-cache on index.html in nginx so browsers always fetch fresh chunk references after a deploy - Auto-reload on chunk load failures (stale deploy detection) with loop prevention via sessionStorage - Show friendly "App Updated" message if auto-reload doesn't resolve it Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add email verification toggle to admin settings Adds platform-level toggle to enable/disable email verification. When disabled, the verification banner is hidden and the send endpoint returns 403. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com> |
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chihlasm
|
208807cf94 |
docs: add cross-reference / loop-back implementation plan
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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chihlasm
|
bd72f64030 |
docs: add cross-reference / loop-back design document
Design for allowing tree nodes to reference any node in the tree (not just direct children), enabling loop-back patterns. Ghost reference approach — no schema changes, SVG overlay arrows on canvas, node picker + drag-to-link in editor. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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chihlasm
|
09c5d60067 |
docs: add AI Chat Builder implementation plan
14 tasks across 4 phases: backend foundation (model, schemas, service, endpoints, tests), frontend chat UI (types, API client, store, components, page), tree preview integration, and polish (session resume, responsive layout). Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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chihlasm
|
6e19b99814 |
docs: add AI Chat Builder design document
Design for conversational AI flow builder that interviews users as a senior MSP engineer to collaboratively build troubleshooting/procedural flows. Coexists with existing wizard-based builder as a separate entry point. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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chihlasm
|
5df32aa9da |
docs: add implementation plan for AI auto-fix and Gemini provider
12-task plan covering: SDK install, config, provider abstraction, service migration, fix service, endpoint, frontend types/API, ValidationSummary button, review modal, and TreeEditorPage wiring. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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chihlasm
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6527b33d05 |
docs: add AI auto-fix and Gemini Flash provider design
Design for two combined features: Gemini 2.5 Flash as primary AI provider with Claude fallback, and AI-powered auto-fix for validation errors in the tree editor. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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chihlasm
|
9e57468a9f |
docs: add Step Library and Procedural Custom Steps design/plan docs
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> |
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chihlasm
|
e6a0c0549b |
feat: Step Library sync + service account for default tree ownership
* feat: maintenance flow UX redesign — batch status hub, context strip, detail page upgrades (#85) - Add BatchStatusPage (/flows/:id/batches/:batchId): per-target Start/Resume/View cards, progress bar, 5s polling while in-progress, completion outcome summary - Add BatchStatusCard: handles not-started/in-progress/complete states with step progress for in-progress targets - Add ActiveBatchBanner: amber banner on detail page when a batch is running, links to BatchStatusPage - Add MaintenanceContextStrip: amber strip in ProceduralNavigationPage for maintenance flows showing target name, batch progress (X/Y complete), and Back to Batch nav - Update MaintenanceFlowDetailPage: active batch banner, clickable run history rows with mini progress dots and outcome summaries, Run button loading state, post-launch navigates to BatchStatusPage - Update ProceduralNavigationPage: renders MaintenanceContextStrip between top bar and content when tree_type === 'maintenance'; fetches batch progress once on mount - Add batch_id filter to GET /sessions backend endpoint and SessionListParams frontend type - Add /flows/:id/batches/:batchId route to router Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: session detail page — completion action + outcome summary card - In-progress sessions: amber banner with "Complete Session" button opens SessionOutcomeModal to set outcome/notes/next-steps and finalize - Completed sessions: colored outcome summary card (icon + outcome label + duration + notes + next steps) replaces dense header metadata; "Copy for Ticket" promoted to primary action inside the card - Export toolbar de-emphasized to secondary row of smaller controls below the summary card Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add library-page action props to StepCard (edit/delete/save) Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: pass library-page action props through StepLibraryBrowser + refreshKey Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: StepFormModal wrapper + submitLabel/isSubmitting props on StepForm Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: Step Library page — create, edit, delete, save-to-library Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add RuntimeStep union type for procedural custom steps Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: StepChecklist accepts RuntimeStep[], renders amber Custom badge Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: StepDetail accepts RuntimeStep, renders Custom Step badge for custom steps Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: custom step insertion in procedural flow sessions Engineers can add custom steps inline during execution. Steps are persisted to session.custom_steps and restored on resume. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: suppress StepFeedback on custom steps, fix resume stepState seeding, functional updater for step index Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * docs: add tree forking UI design doc Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * docs: add tree fork UI implementation plan Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add ForkInfo type and fork fields to Tree/TreeListItem Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: align ForkInfo type with backend schema, remove redundant fork fields Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: ForkInfo placement, required fork_info field, add JSDoc Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add ForkModal component with name and reason fields Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: ForkModal accessibility and UX (escape, click-outside, labels, maxLength) Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: open ForkModal on fork action in TreeLibraryPage Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add ForkModal to MyTreesPage Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: show Fork chip badge on forked tree cards Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * docs: add flow-to-library step sync design doc Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * docs: add flow-to-library sync implementation plan Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add sync tracking columns to step_library Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add sync columns and source_tree relationship to StepLibrary model Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add group_label to StepContent, is_flow_synced/source_tree_name to StepLibraryResponse Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: include is_flow_synced and source_tree_name in step list/detail responses Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: add is_flow_synced and source_tree_name to step list response Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: add selectinload and sync fields to search and get_step endpoints Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add step_sync module with extraction and upsert logic Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: safe NOT IN placeholders for asyncpg, add deactivate docstring Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: trigger step library sync on tree publish and deactivate on delete - Call sync_steps_from_tree in update_tree whenever the tree is published (status transitions to 'published' or is already published and structure changes) - Call deactivate_synced_steps_for_tree in delete_tree before db.commit() so the FK SET NULL does not nullify source_tree_id before the WHERE clause runs - Fix ::jsonb cast syntax in step_sync.py (asyncpg rejects :: operator in text() queries; replaced with CAST(:content AS jsonb)) - Add UniqueConstraint('source_tree_id','source_node_id') to StepLibrary model so Base.metadata.create_all (used by tests) creates the constraint that the ON CONFLICT clause in sync_steps_from_tree depends on Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add is_flow_synced and source_tree_name to Step types Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: show From Flow badge and lock icon on flow-synced StepCard Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: show source flow name in StepDetailModal for synced steps Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add Library Visibility select to procedural StepEditor Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: address code review issues in flow-to-library sync - Fix sync trigger: only fire on publish transition, not every PUT - Add TestSyncOnPublish integration tests (2 tests, 16 total passing) - Add group_label to frontend StepContent interface - Guard Library Visibility select to procedure_step nodes only - Block API edits to flow-synced steps (400 read-only guard) Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: handle None author_id in step sync to avoid invalid UUID error When a system/default tree has no author (author_id is None), str(None) produces the literal string 'None' which asyncpg rejects as an invalid UUID for the created_by column. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: add ResolutionFlow service account to own default tree steps in library Default/system trees had no author_id (NULL), causing a NOT NULL violation when syncing steps to step_library.created_by on publish. - Add is_service_account flag to users table (migration 4f4137ce) - Add service_account.py: idempotent ensure_service_account() creates noreply@resolutionflow.com with unusable password on startup - Cache service account ID on app.state at lifespan startup - Add get_service_account_id() FastAPI dep (returns None in tests) - sync_steps_from_tree: resolve author_id or service_account_id as created_by - create_tree: set author_id=service_account_id for is_default trees - Migration 1490781700bc: backfill author_id on 31 existing default trees Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> --------- Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com> |
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chihlasm
|
ed4ab059bf |
feat: AI flow builder, visibility model, dashboard tabs, fork UI (#88)
- AI flow builder: scaffold → branch detail → assemble → review flow - Generate All one-click branch generation with stop/cancel - Regenerate scaffold suggestions button - 3-action review screen: Start Flow, Open in Editor, Build Another - Fix Publish button gated behind !isDirty - Fix visibility column enforcement in tree access filter - Add ?visibility filter and author_name to GET /trees - Dashboard tabbed flows: My Flows / My Team / Public / All - Create button in My Flows tab, window focus reload (stale data fix) - Fork UI with optional reason modal - Fix account_id nullability in User type and schema - Keep is_public and visibility in sync on updates Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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chihlasm
|
97cd297f46 |
feat: AI-assisted flow builder with 4-stage wizard (#87)
* feat: AI-assisted flow builder with 4-stage wizard Implements the complete AI flow builder feature using a guided 4-stage wizard (Foundation → Scaffold → Branch Detail → Review & Assemble). AI assists at bounded points using Claude Haiku for cost-efficient structured JSON generation (~$0.01-0.03/flow). Backend: new models (ai_conversations, ai_usage), Alembic migration, quota enforcement with billing anchor, Anthropic API integration with prompt caching, tree validation, conversation CRUD with 24h TTL, APScheduler cleanup job, 5 API endpoints, Pydantic schemas. Frontend: TypeScript types, API client, Zustand store for wizard state, 7 components (modal, step indicator, foundation form, branch selector, branch detail view, tree preview, quota display), MyTreesPage integration with "Build with AI" button (hidden when AI not configured). Tests: 14 validator unit tests + 11 endpoint integration tests with mocked Anthropic (zero real API spend). All 25 tests passing. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * docs: dashboard design doc and implementation plan Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: Phase 1 — pinnedFlowsStore, pagination hook, cached quota hook, sidebar refactor - Add pin() to pinnedFlowsApi - Create pinnedFlowsStore (Zustand) — single source of truth for pin state - Add dashboardMyFlowsView preference to userPreferencesStore - Create usePaginationParams hook (URL-synced) - Create useCachedQuota hook (5-min TTL) - Sidebar uses pinnedFlowsStore instead of local state Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: Phase 2 — pin/favorite buttons on all library view components - TreeGridView: star in top-right corner of cards - TreeListView: star at end of each row - TreeTableView: dedicated leftmost Favorite column - All with proper a11y (aria-label), event isolation, loading states Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: Phase 3 — Library page create dropdown + AI Builder + pin wiring - Replace single Create link with dropdown menu (3 flow types + AI Builder) - Wire pinnedFlowsStore to all view components - AI Builder modal integration via useCachedQuota hook Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: Phase 4 — Dashboard refactor with Favorites grid + paginated My Flows - Favorites section: compact grid from pinnedFlowsStore, max 2 rows, expandable - My Flows: author_id filter, URL-synced pagination (10/25/50/All) - View toggle (grid/list/table) with independent preference - Skeleton loaders, empty states with CTAs - Create dropdown with AI Builder option - 500-item ceiling for "Show All" mode Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: Phase 5 — Sidebar pinned section dual collapse + show more/less - Header collapse hides entire section, resets to 5 items on re-expand - List truncation: show first 5, "Show more (N)" expands to all - Clicking a flow auto-collapses back to 5 - Smooth max-height CSS transition (250ms ease-out) Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: stabilize usePaginationParams to prevent infinite re-render loop allowedPageSizes array was recreated every render as a useMemo dep, causing infinite updates. Use useRef to stabilize the reference. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: remove Set-based Zustand selectors causing infinite re-render loop Zustand selectors returning new Set() on every call fail Object.is equality check, triggering continuous re-renders. Replaced with useMemo-derived Sets in consuming components. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: pin route ordering and star icon overlap in grid view Move GET /pinned and PATCH /pinned/reorder before GET /{tree_id} to prevent FastAPI from matching "pinned" as a UUID path parameter (422). Relocate star button from absolute positioning into the header row to avoid overlapping privacy icons and category badges. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: code review fixes — date calc, input validation, rate limits, shared components - Fix monthly_reset_at crash when billing anchor day exceeds next month's length - Add environment_tags sanitization (max 20 tags, 100 chars each) to prevent prompt injection - Add @limiter.limit("10/minute") rate limiting to all AI endpoints - Use getTreeNavigatePath() routing helper instead of hardcoded paths - Extract shared CreateFlowDropdown component from QuickStartPage and TreeLibraryPage - Clear useCachedQuota on logout to prevent stale data across user sessions - Add useRef guard to scaffold useEffect to prevent potential double-fire - Use node.id as React key instead of array index in BranchDetailView - Remove redundant dead logic in ai_tree_validator Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: correct Anthropic model ID to full dated version claude-haiku-4-5 is not a valid model alias — Anthropic requires the full dated model ID claude-haiku-4-5-20251001. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: strip markdown code fences from AI JSON responses Haiku sometimes wraps its JSON in ```json ... ``` despite the prompt instructing otherwise. Strip fences before parsing to avoid JSONDecodeError at char 0. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: increase branch_detail max_tokens to 8192 and add response logging Truncated output at 4096 tokens produces invalid JSON mid-generation. Also logs stop_reason and output_tokens per attempt to diagnose failures. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: pass explicit status='draft' when creating AI-generated flow Tree model defaults to 'published' in the DB schema, but passing status=None from the constructor overrides that default, causing a nullable=False violation and a 500 on save. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: auto-advance branch detail and pin navigation bar - Auto-advance to next undetailed branch after generation completes, using a useEffect that watches the count of detailed branches - Cap tree preview at max-h-48 with internal scroll so the nav bar is never pushed off screen - Make nav bar sticky bottom-0 with bg-card so it stays visible regardless of content height Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: increase branch retries to 3 and relax cross-reference validation on final attempt next_node_id mismatches are a common model hallucination that the retry prompt doesn't reliably fix. On the final (3rd) attempt, accept the branch with strict=False so only truly fatal errors (missing fields, dead ends, bad JSON) cause a hard failure. Cross-reference issues are minor and fixable in the tree editor. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: strengthen prompt to prevent next_node_id mismatches, keep strict validation Rather than lowering the validation bar, improve the system prompt: - Rule 6 now explicitly states next_node_id must match a direct child's id - Added rule 10: build tree bottom-up to avoid forward-reference errors - Corrective prompt now calls out the ID mismatch constraint specifically Reverts the strict=False fallback — flows must be correct before saving. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: persist branch viewing index in store to survive phase remounts Local useState resets to 0 every time phase transitions from 'generating' back to 'detailing', causing the view to snap back to branch 1. Move viewingIndex to store's currentBranchIndex (already existed) and advance it in generateBranchDetail after success. Component reads from store so remounts no longer lose position. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: correct publish validation to check title instead of action/solution fields The publish validator was checking for an 'action' field on action nodes and a 'solution' field on solution nodes, but the actual node schema (confirmed from seed data and frontend types) uses 'title'/'description'. This caused all AI-generated trees to fail publish validation. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: correct action node schema and improve AI flow quality - Fix action nodes to use next_node_id (not children) for continuation, matching how TreeNavigationPage.tsx navigates action nodes - Validator now requires next_node_id on all action nodes and flags missing ones as broken dead ends - Update _check_branch_termination: action nodes are not dead ends since they continue via next_node_id (validated separately) - Improve scaffold prompt: branch names must describe observable symptoms users can self-identify, not internal category names - Update branch_detail prompt with clearer action node schema, corrected few-shot example showing proper next_node_id on action nodes - Improve assemble_tree root question to be more user-facing Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * docs: add AI flow builder gotchas to CLAUDE.md (#23-25) - Action nodes use next_node_id (not children) for navigation - Anthropic model IDs require full dated version string - Claude API may wrap JSON in markdown fences Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: resolve CI lint errors and httpx dependency conflict - Fix httpx version conflict: requirements-dev.txt now uses >=0.27.0 to match requirements.txt - Extract CSAT helper functions to csatUtils.ts to fix react-refresh/only-export-components - Remove default export from admin/EmptyState.tsx shim (same rule) - Fix empty catch block in Modal.tsx (no-empty) - Add eslint-disable comments for intentional setState-in-effect patterns in FlowAnalyticsPanel, QuickLaunch, NodeEditorPanel, useCachedQuota, MyAnalyticsPage, TeamAnalyticsPage - Add eslint-disable comments for intentional _children destructure in NodeEditorPanel - Fix _parentId unused var in useTreeLayout.ts - Rewrite usePaginationParams.ts to avoid reading refs during render Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: update tests to match action node schema (next_node_id, not children) - Update _make_valid_tree() in test_ai_tree_validator to use next_node_id on action nodes (solution is a sibling, not a child) - Fix test_dead_end_action_node → test_dead_end_decision_node (action nodes don't have child-based dead ends; dead ends are decision nodes with no children) - Add test_action_missing_next_node_id for the new validation rule - Update BRANCH_DETAIL_JSON in test_ai_endpoints to use next_node_id pattern - Update test_draft_trees.py to use "title" field for action/solution nodes (tree_validation.py was updated this branch to require "title" not "action"/"solution") Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: update remaining tests and session_to_tree for title field rename - test_tree_validation.py: replace "action"/"solution" content fields with "title" - test_procedural_flows.py: update solution node fixtures to use "title" - test_save_session_as_tree.py: update fixtures and assertions for "title" field - session_to_tree.py: generate "title" instead of "action"/"solution" on converted nodes; fall back to legacy field names when reading from old tree snapshots for compatibility Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com> |
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chihlasm
|
aef40078d0 |
fix: UX deep dive — 28 fixes across authoring, navigation, consistency, and cleanup (#86)
* fix: tree editor authoring blockers - scroll trap, form density, branching hint - Replace fixed viewport height with flex layout in NodeEditorPanel - Make footer sticky so Save/Cancel always reachable - Compact root node banner to single-line with InfoTip tooltip - Reduce resolution note from callout box to inline text - Add answer-first branching hint below options label Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: broken functionality - auth errors, toast logic, role update, routing, step library - Extract backend error detail in auth store login/register - Fix inverted 4xx toast logic and add 429 rate limit handling - Send account_role field to match backend schema in role update - Use type-aware routing for Repeat Last Session button - Add step library placeholder page and route, remove dot badge Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: navigation correctness - back buttons, exit dialog, dedup nav, redirects - Standardize all procedural back/exit paths to /trees (not /my-trees) - Add exit button with ConfirmDialog to procedural session top bar - Consolidate duplicate account links in sidebar and topbar - Auto-redirect non-owners to personal analytics - Add toast feedback before silent permission redirects in tree editor - Delete orphaned AdminCategoriesPage Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * refactor: shared components, ConfirmDialog migration, pinned flow fixes - Create shared Spinner component with sm/md/lg sizes - Migrate 13 page-level spinners to shared Spinner - Promote EmptyState to shared component, adopt in MyShares and SessionHistory - Replace window.confirm with ConfirmDialog in 3 files - Fix PinnedFlow.tree_type to include maintenance, update emoji display - Verify sidebar unpin handler already correct (no-op) Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: visual consistency - toasts, typography, focus rings, container padding - Remove richColors from Sonner toasts, limit stacking to 3 - Add font-heading to all page H1s (7 files) - Add font-label (Outfit) to TagBadges component - Fix focus ring tokens on analytics pages - Replace deprecated glass-stat with design system tokens - Standardize container padding on analytics pages Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: backend alignment - remove drafts toggle, clean dead code, truncation indicator - Remove non-functional drafts toggle and clean TreeFilters type - Fix AccountInvite type to match backend schema - Remove dead API methods: pinnedFlows.pin/reorder, trees.getSharedTree - Remove unused types: SessionListResponse, RatingCreate.is_verified_use - Add session list truncation indicator with size=51 lookahead Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: remove bg-black from PageLoader and RouteError, fix PageLoader height PageLoader used h-screen inside a grid cell, causing it to overflow. Changed to h-full so it fits within the main-content area. Removed bg-black from both PageLoader and RouteError in favor of theme-aware bg-background to prevent black flash during lazy loading. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: guard against Pydantic validation error objects in toast/error messages FastAPI returns `detail` as an array of objects for 422 validation errors, not a string. Passing these objects to toast.error() or rendering them in JSX crashes React with Error #31 ("Objects are not valid as a React child"). Now checks typeof detail === 'string' before using it. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: toast styling, node editor first-click, action node placeholder pattern 1. Toast fixes: Add theme="dark" to Sonner, use !important CSS overrides instead of zero-specificity :where() selectors, suppress noisy 4xx global toasts (pages handle their own errors) 2. Node editor first-click: Add node.type to draft initialization useEffect deps so draft resets when answer stub converts to real type 3. Action node redesign: Remove NodePicker dropdown, auto-create answer placeholder on save (matching decision node pattern). Users click the placeholder on canvas to choose type and fill in details. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: auto-seed test users when release command fails on PR envs The background seeder now creates users directly via DB if login fails, instead of silently aborting. This handles Railway PR environments where the releaseCommand may not execute properly. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: remove categories/tags from sidebar to prevent footer clipping Categories and Tags sections were pushing Feedback, Account, and Collapse off-screen when All Flows expanded its children. These filters already exist on the TreeLibraryPage, so the sidebar duplicates were removed. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com> |
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chihlasm
|
9462d8b15a |
feat: procedural editor redesign with collapsible sections and DnD (#84)
* docs: add procedural/maintenance editor redesign design Collapsible sections, fixed-height layout, drag-to-reorder steps, maintenance schedule section, and step list UX improvements. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * docs: add procedural editor redesign implementation plan 7 tasks across 7 phases: collapsible sections, fixed-height layout, step list improvements, drag-to-reorder, maintenance schedule section. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: restructure procedural editor with collapsible sections and fixed-height layout Convert scrolling document layout to fixed-height editor with accordion-mode collapsible sections for Details and Intake Form. Step list now gets all remaining height with independent scrolling. Add CollapsibleEditorSection component with ARIA attributes (aria-expanded, aria-controls). Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add step count with time estimate header and auto-scroll to new steps Remove outer card wrapper from StepList (now rendered in scrolling container). Header shows total estimated minutes when steps have time estimates. Auto-scrolls to newly added steps using ref + scrollIntoView. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add drag-to-reorder steps with @dnd-kit Wrap step list in DndContext + SortableContext. Each step/section header gets a SortableStepWrapper with useSortable. Drag handles have accessible labels and keyboard support. procedure_end stays non-draggable and always last. Expanded steps are disabled for dragging. Array-index reorder only. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add MaintenanceScheduleSection with schedule builder and summary Schedule draft state is local UI only (not in store). Hydrates form from existing schedule on load. Includes getScheduleSummary helper for collapsed section display. Two-stage save: tree first, schedule second. Schedule failure shows actionable error without rolling back tree save. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: wire maintenance schedule section into procedural editor Add collapsible Schedule section for maintenance flows with accordion integration. Schedule summary shows frequency, time, and target count when collapsed. New maintenance flows default to schedule section expanded. Two-stage save preserved: tree saved first, schedule managed independently. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: resolve lint issues in maintenance schedule and editor page Move getScheduleSummary to scheduleUtils.ts to satisfy react-refresh only-export-components rule. Add onScheduleLoaded to useEffect deps. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * docs: add design and implementation revision documents Revision docs correct original plans: schedule persistence via API endpoints (not tree_structure), array-index reorder (no display_order), store minimum-one-step invariant, accordion mode, ARIA requirements, and two-stage save orchestration with failure handling. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: auto-seed PR environments with SEED_ON_DEPLOY flag Release command now runs migrations + seeds test users when SEED_ON_DEPLOY=true. Tree seeding runs as a background task on startup via HTTP API. Everything is idempotent and non-fatal. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: add httpx to requirements for PR environment seeding Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: seed all flow types (v2, procedural, maintenance) on deploy Runs seed_trees, seed_trees_v2, seed_procedural_flows, and seed_maintenance_flows sequentially as background tasks when SEED_ON_DEPLOY=true. Each script failure is non-fatal. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * chore: trigger redeploy for full seed Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com> |
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chihlasm
|
51243130e5 | Procedural flow/flow editor fixes | ||
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chihlasm
|
50d9ff59d0 |
feat: React Flow migration for flow editor canvas (#82)
* docs: add React Flow migration design for flow editor canvas Replaces hand-built CSS flexbox canvas with @xyflow/react for zoom/pan, dagre auto-layout, collapsible minimap, and side-panel editing. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * docs: add React Flow migration implementation plan 12 tasks across 8 phases covering dagre layout, custom nodes, side panel editor, and full canvas integration. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * chore: install @xyflow/react and @dagrejs/dagre Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add dagre layout utility for React Flow node positioning Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add FlowCanvasNode compact card for React Flow canvas Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add FlowCanvasAnswerNode stub card for React Flow canvas Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add useTreeLayout hook for tree-to-ReactFlow conversion with dagre Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add NodeEditorPanel side panel for React Flow canvas editing Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add FlowCanvas main React Flow component with zoom/pan/minimap Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: wire FlowCanvas and NodeEditorPanel into TreeEditorLayout Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add panel state management for node editor in TreeEditorPage Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * style: add React Flow dark theme overrides for canvas Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * chore: export new React Flow canvas components from barrel Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: enable scrolling in node editor panel sidebar Add min-h-0 to flex containers in the ancestor chain so overflow-y-auto actually triggers instead of content overflowing off-screen. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: constrain tree editor page height to prevent panel overflow Add overflow-hidden to TreeEditorPage root and NodeEditorPanel container so the flex height chain is properly constrained by the CSS Grid cell, preventing the node editor sidebar from growing beyond the viewport. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: resolve lint errors in NodeEditorPanel and useTreeLayout - Fix unused 'children' destructuring with _children prefix - Move handleClose declaration above the useEffect that references it - Use handleClose as proper dependency instead of eslint-disable - Fix unused _parentId parameter type in useTreeLayout Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: use viewport-based height for node editor panel Replace h-full with calc(100vh - 105px) to bypass the CSS height chain that fails to constrain the panel across browsers. The 105px accounts for the topbar (56px) and editor toolbar (49px). Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * style: fix canvas controls visibility and enhance dot grid background - Add !important to all React Flow dark theme overrides to ensure they win over library default styles (fixes white controls rectangle) - Add SVG fill inheritance for control button icons - Use slightly lighter canvas background (bg-accent/30) so dot grid is more visible - Increase dot size and use muted-foreground color for better contrast Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: collapse sidebar categories with show more/less toggle Show only the first 4 categories by default with a "N more" button to expand the full list. Reduces sidebar clutter when many categories exist. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com> |
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chihlasm
|
eeac98b17a |
docs: revise feedback design doc with enhancements
Adds DB persistence, feedback type helper text, confirmation email, and future post-session prompt notes. Removes "No DB persistence" from YAGNI. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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chihlasm
|
e995316d41 |
docs: revise feedback implementation plan with enhancements
Adds: DB persistence, feedback type helper text, confirmation email to submitter, and TODO breadcrumbs for post-session prompt. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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chihlasm
|
b0b77d6645 |
docs: add feedback form implementation plan
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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chihlasm
|
346b99ff31 |
docs: add feedback form design document
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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chihlasm
|
b127b28711 |
docs: add implementation plan for flow editor UX fixes
6-phase, 16-task plan covering: canvas card scroll + fullscreen modal, InfoTip component + tooltip replacements in all 3 NodeForm components, answer stub type system (types → AnswerStubCard → TreeCanvas wiring → NodeList guard), backend draft/publish validation, markdown serializer compatibility, and session navigation defensive guard. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> |
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chihlasm
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94de29b5f2 |
feat: canvas UX fixes — scroll, fullscreen, InfoTip tooltips, answer stub system (#80)
* feat: Add TreeCanvasNode inline editor card component Replaces modal-based node editing with inline expand/collapse cards. Each card shows node type, title, and options in compact mode, then renders the full edit form inline on expand — no modal required. Local draft state with save/cancel prevents premature store writes. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: Add TreeCanvas layout with visual branching and orchestration Replaces NodeList + TreePreviewPanel with a single full-width canvas. Decision nodes branch horizontally; action/solution nodes flow vertically. Inline type picker adds nodes without modal interruption. Handles pending link resolution, inbound reference cleanup on delete, and selection sync. CSS dot-grid background + connector lines for structure clarity. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * refactor: Update forms for inline safety, add MetadataSidePanel, update layout - NodeFormDecision: option reorder via onUpdate (no premature store writes) - NodePicker: add allowCreate prop (default true) to hide Create New options during inline canvas editing, preventing side-effect node creation - MetadataSidePanel: 320px right slide-in overlay wrapping TreeMetadataForm, closes on backdrop click, close button, and Escape key - TreeEditorLayout: Flow mode now renders full-width TreeCanvas + MetadataSidePanel overlay; Code mode unchanged (Monaco + preview split) Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: Wire toolbar metadata toggle and integrate canvas layout - Add isMetadataOpen state in TreeEditorPage - Add Metadata toolbar button (visible in Flow mode only) - Auto-close metadata panel when switching to Code mode - Pass isMetadataOpen/onCloseMetadata props through TreeEditorLayout - Update Flow mode toggle tooltip to reflect new canvas editing Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * docs: add canvas UX fixes design doc (scroll, tooltips, answer stubs) Captures approved design for three post-implementation UX improvements to the tree canvas editor: card scroll fix, info tooltip replacement for hint text, and the new 'answer' node type for sketching decision branches before assigning types. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * docs: add implementation plan for canvas UX fixes 12-task plan covering scroll fix, info tooltips, and answer stub node type. Each task has exact file paths, code, and build verification steps. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: make canvas card expanded area scrollable with sticky header Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add fullscreen toggle to Modal, enable in NodeEditorModal Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add reusable InfoTip component for field-level help Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: replace hint paragraphs with InfoTip tooltips in NodeFormDecision Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: replace hint paragraphs with InfoTip tooltips in NodeFormAction Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: replace hint paragraphs with InfoTip tooltips in NodeFormResolution Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add 'answer' to NodeType union for branch placeholder stubs Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add AnswerStubCard component for unresolved branch placeholders Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: guard NODE_TYPE_CONFIG lookup against 'answer' type Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: redesign NodeFormDecision to label-only options, remove NodePicker Users now type answer labels only. Stub nodes are created automatically by TreeCanvas when the decision node is saved. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: auto-create answer stubs on decision save, render AnswerStubCard Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: add answer type to all Record<NodeType> icon and color maps Fixes NodeList, ContinuationModal, NodePicker, and TreePreviewNode. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: allow 'answer' type in tree drafts, block on publish Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: block publish if unresolved answer stub nodes exist Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: serialize 'answer' stub nodes in markdown output Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: add defensive guard for answer nodes in session navigation Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add delete button with confirmation to AnswerStubCard Adds an inline delete flow to answer stub placeholder cards: - Trash icon button (top-right, subtle) visible in idle state - Click reveals "Delete this stub?" confirmation with Delete/Cancel - Confirmed delete calls onDelete(nodeId) wired to handleDelete in TreeCanvas Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: prevent category Cancel overflow and add Tab/Enter to create options - TreeMetadataForm: add min-w-0 + shrink-0 to keep Cancel button in-panel - NodeFormDecision: Tab or Enter on the last non-empty option input adds a new option and auto-focuses it; empty last input lets Tab pass through normally Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: re-sync draft from store when canvas card is opened When a decision node is saved with new options, stub next_node_id values are written back to the store. But the local draft was initialized once at mount and never refreshed, so reopening the card gave a stale draft with empty next_node_ids — causing duplicate stubs on every subsequent save. Fix: reset draft from the live node whenever isExpanded transitions to true. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix+feat: blank options, stub card dismiss, collapsible subtrees - TreeCanvas: strip blank-label options on save so they don't generate stubs; also filter them from the unlinked-option add-button list - AnswerStubCard: collapse type-picker when clicking outside the card - TreeCanvasNode: add subtree collapse toggle button (ChevronsDownUp icon) visible in compact mode when the node has children - TreeCanvas: track collapsedNodeIds; hide subtree behind a clickable "N nodes hidden" pill when collapsed Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: stop connector fork line from overlapping child cards Replace the two-element approach (separate fork line + child lanes div with mismatched maxWidth values) with a single relative-positioned container. The fork line is absolutely positioned and its left/right are calculated from the number of children so it spans exactly from the center of the first lane to the center of the last lane. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: replace Show Drafts checkbox with Drafts tab in Flow Library - Remove the out-of-place checkbox; add 'Drafts' as a tab alongside All | Troubleshooting | Projects | Maintenance - Drafts tab sets showDrafts=true + typeFilter='all' so the API filter still works correctly via include_drafts - Move SortDropdown to the right side next to ViewToggle, so both secondary controls are grouped together Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> --------- Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com> |
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chihlasm
|
d18ec88bc3 |
docs: add maintenance flows implementation plan
10-task plan across 4 phases: DB/API, frontend UI, APScheduler integration, and target lists settings. TDD throughout. Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com> |
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chihlasm
|
3b506059f6 |
docs: add maintenance flows design document
Covers tree_type expansion, target_lists + maintenance_schedules data model, APScheduler-based auto-session creation, batch launch modal, and phased rollout plan. Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com> |
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chihlasm
|
697669ffe4 |
chore: clean up old plan docs and add analytics improvement notes
Remove 15 completed/superseded plan documents. Add analytics improvements reference and visual QA design migration notes. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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chihlasm
|
bd12ced5ee |
feat: analytics dashboards & two-tier feedback system (#78)
* docs: add analytics & user feedback design document Covers team analytics, personal analytics, flow analytics, step-level thumbs up/down feedback, and flow CSAT ratings. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * docs: add analytics & feedback implementation plan 12-task TDD plan covering session ratings, step feedback, team/personal/flow analytics endpoints, and frontend pages. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add session_ratings table and analytics indexes Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add SessionRating model and analytics schemas Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add session CSAT rating endpoint with tests Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add step thumbs feedback and /ratings alias routes Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add team, personal, and flow analytics endpoints Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add recharts, analytics types, and API client Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add inline step thumbs up/down feedback during sessions Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add CSAT rating modal after session completion Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add Team Analytics page with charts and leaderboards Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add Flow Analytics panel with step dropoff and CSAT data Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add My Analytics page with personal stats and charts Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com> |
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chihlasm
|
fa709faa60 |
feat: UI design system - sidebar layout, workspace system, and shell redesign (#77)
* feat: add workspace system and sidebar layout (UI design system Phase A+B) Backend: Workspace model, migration (036), schemas, CRUD API endpoints. Adds workspace_id to trees and categories, seeds 4 default workspaces per account, auto-assigns existing trees by tree_type. Frontend: Complete AppLayout rewrite from top-nav to CSS Grid shell with persistent sidebar + topbar. New components: WorkspaceSwitcher, NavItem, CategoryList, TagCloud, TopBar, Sidebar. Dashboard components: QuickStats, FiltersBar, SectionGroup, TreeListItem, SessionsPanel. WorkspaceStore with localStorage persistence. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add command palette search, dashboard rewrite, and shell height fixes (Phase C) - Add ⌘K command palette with debounced search across flows and sessions - Rewrite QuickStartPage as dashboard with stats, filters, sessions panel - Fix h-[calc(100vh-4rem)] → h-full across all pages for CSS Grid shell - Add active session count badge to sidebar Sessions nav item Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add sidebar collapse, category/tag filtering, and workspace CRUD (Phase D) - Sidebar collapse/expand toggle with icon-only rail mode (persisted) - Sidebar category/tag clicks navigate to /trees with URL params - TreeLibraryPage syncs filters from URL search params bidirectionally - Workspace create modal with icon picker and auto-slug generation - TopBar logo adapts to collapsed sidebar state Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add Quick Launch modal with actions and recent flows - Zap button opens Quick Launch with create/navigate shortcuts - Shows recent flows for quick session start - Keyboard navigation support (arrows + enter) Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add activity notifications panel with session feed - Bell icon shows dot indicator for recent activity - Dropdown panel shows recent sessions with status icons - Links to session detail and sessions list page Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: remove workspace system, add pinned flows and label renames Replace workspace system with pinned flows API (pin/unpin/list/reorder). Rename user-facing labels: Tree→Flow, Procedure→Project. Add sidebar nav sub-items for flow type filtering. Remove 11 workspace files, add migrations 037-038, clean all workspace references. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: collapsed sidebar layout scaling and toggle button size Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * refactor: migrate auth pages to new design system Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * refactor: migrate TreeLibraryPage to new design system Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * refactor: migrate session pages to new design system Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * refactor: migrate TreeEditorPage to new design system Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * refactor: migrate TreeNavigationPage to new design system Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * refactor: migrate session sharing components to new design system Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * chore: remove workspace dropdown animation (dead code) Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * refactor: migrate common components to new design system Migrate 15 components from monochrome glass-card design to purple gradient accent design system tokens (bg-card, border-border, text-foreground, bg-gradient-brand, etc.) Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * refactor: migrate procedural and step library components to new design system Migrate 10 components from monochrome glass-card design to purple gradient accent design system tokens. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * refactor: migrate admin pages and components to new design system Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * refactor: migrate remaining pages to new design system Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * refactor: migrate remaining components to new design system Migrates 38 files: tree-editor forms, session modals, step library, common components, library views, tree preview, and misc UI to use design tokens (bg-card, border-border, text-foreground, bg-accent, bg-gradient-brand) replacing old monochrome patterns. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: keep brand text visible on sidebar collapse, hide sub-items until hover - TopBar: always show "ResolutionFlow" text regardless of sidebar state - NavItem: sub-items (Troubleshooting, Projects) hidden by default, revealed on hover or when a child route is active Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com> |
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Michael Chihlas
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ef829f06a4 | Major UI overhaul plans; Other random docs | ||
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chihlasm
|
350c977eda |
feat: add procedural flows with intake forms, navigation, and seed templates
Adds a new "procedural" tree type for linear step-by-step project workflows (domain controller setup, M365 onboarding, VPN config, etc). Includes intake form builder, two-panel step navigation, variable resolution, procedural exports, 3 seed templates, and UI rename from "Trees" to "Flows". Also archives 19 implemented plan docs and creates deferred features backlog. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
