Commit Graph

22 Commits

Author SHA1 Message Date
chihlasm
ad59446332 feat: user management — admin create, password reset, archive/delete, quick invite
Phase 1: must_change_password enforcement + change password endpoint/page
Phase 2: Admin user creation (M365-style) with temp password
Phase 3: Password reset (self-service forgot + admin-triggered)
Phase 4: User archive (soft delete) + hard delete with precheck
Phase 5: Quick invite from admin Users page

Also fixes:
- Auto-create subscription for accounts missing one
- Hard delete precheck ignores sole-member personal accounts
- Seed script patches tree nodes for validation compliance

Migrations: 031 (must_change_password), 032 (password_reset_tokens), 033 (user soft delete)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-13 01:42:51 -05:00
chihlasm
577a2fbf2a feat: add command output capture to troubleshooting sessions (#57)
Engineers can now paste command output during action steps. Output is
stored in the session decisions JSONB, displayed in session review,
included in all 4 export formats with command context, and preserved
in session-to-tree conversions.

- Collapsible "Paste Output" textarea on action nodes with commands
- 10,000 character limit with live character count
- Works on both built-in and custom action steps
- Preloads output when revisiting a step via Go Back
- All exports show commands run alongside captured output

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-12 00:57:33 -05:00
chihlasm
3c47292eaf feat: add resend capability for platform and account invite codes
Revoke-and-recreate flow for both invite systems with email delivery
via Resend API. Includes account invite email template and audit logging.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-11 23:45:23 -05:00
Michael Chihlas
50cb0fc7f0 feat: admin invite codes with plan assignment + user detail page
- Migration 030: add email, assigned_plan, trial_duration_days, email_sent_at
  to invite_codes with CHECK constraints
- Resend email integration (graceful degradation when API key not set)
- Invite codes now support plan assignment (free/pro/team) and trial duration (1-90 days)
- Registration applies invite code plan/trial to new subscription
- Auto-downgrade expired trials on authenticated access
- Enriched GET /admin/users/{id} with account, subscription, sessions, audit logs
- New endpoints: PUT /admin/users/{id}/subscription/plan and extend-trial
- Frontend: enhanced invite codes page with email, plan, trial fields
- Frontend: new user detail page at /admin/users/:userId
- Fixed API path drift: /invite-codes -> /invites
- 11 new backend tests, 416 total passing

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-11 21:42:58 -05:00
chihlasm
b97596d286 refactor: tech debt reduction - extract hooks, deduplicate helpers, update deps, add CI
- Extract useCustomStepFlow hook from TreeNavigationPage (1040 → 759 lines)
- Create core/filters.py with shared tree/step visibility filters
- Create services/export_service.py from session export logic
- Add GitHub Actions CI/CD pipeline (pytest + lint + build)
- Add GIN index migration for full-text search on trees
- Update FastAPI 0.128.5, Pydantic 2.12.5, SQLAlchemy 2.0.46, +5 more
- Fix regex → pattern deprecation in Query() params

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-08 08:14:22 -05:00
Michael Chihlas
b570f8415f feat: implement full admin panel with dashboard, user management, and platform settings
Adds complete super_admin panel with 9 pages and account owner categories page.
Backend includes 5 new DB tables, ~25 API endpoints, settings manager with
in-memory cache, and 29 integration tests. Frontend includes reusable admin
components (DataTable, Pagination, ActionMenu, etc.) with code-split lazy loading.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-08 06:05:59 -05:00
Michael Chihlas
c7b2c59ef6 feat: implement tree sharing, draft trees, and session-to-tree conversion (Issues #16, #25, #17)
Backend features:
- Tree sharing via secure tokens with expiration (Issue #16)
- Draft tree status with conditional validation (Issue #25)
- Save session as custom tree with fork tracking (Issue #17)
- Tree validation system for publish requirements
- Session-to-tree conversion preserving custom steps

Database migrations:
- 024: Tree sharing (tree_shares table, visibility field)
- 025: Tree status field (draft/published)
- 25b: Merge migration for indexes

New endpoints:
- POST /api/v1/trees/{id}/share - Generate share token
- GET /api/v1/shared/{token} - Public tree access
- POST /api/v1/trees/{id}/can-publish - Validate tree
- POST /api/v1/sessions/{id}/save-as-tree - Convert session

Test coverage:
- 20 tests for draft trees functionality
- 14 tests for session-to-tree conversion
- 15 tests for tree sharing

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
2026-02-07 23:06:13 -05:00
chihlasm
4ccb93ee31 feat: add account-based subscription model with migrations
Transition from team-based to account-based multi-tenancy (Free/Pro/Team).
Migrations 016-020 create accounts, subscriptions, plan_limits, and
account_invites tables, then migrate existing users and content FKs.

New models: Account, Subscription, PlanLimits, AccountInvite.
Updated models add account_id alongside existing team_id (coexistence
for safe two-PR deployment). Permissions and deps refactored for
account_role instead of is_team_admin.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-07 02:38:47 -05:00
chihlasm
3a5ac0f201 feat: add audit log table and integration with admin/tree endpoints
Creates AuditLog model with JSONB details column for tracking admin
actions. Integrates log_audit() helper into admin endpoints (role
change, team admin toggle, deactivate, activate) and tree delete.
IP address column reserved for future Railway proxy header support.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-05 23:28:41 -05:00
chihlasm
71ba0b95a5 fix: high-severity security hardening (Phase B permissions audit)
Phase B addresses 7 high-severity gaps from the permissions audit:

- B1: Enforce tree access check on session start via can_access_tree
- B2: Replace all inline permission helpers with centralized permissions.py
- B3: Fix require_engineer_or_admin to check is_team_admin before role
- B4: Add is_active field on User with enforcement in get_current_active_user
- B5: Add admin user management endpoints (list, get, role, team-admin, deactivate, activate)
- B6: Add rate limiting on auth/invite endpoints via slowapi (disabled in DEBUG)
- B7: Implement refresh token rotation with JTI-based revocation and meaningful logout

Also reduces access token TTL from 15 to 5 minutes and updates CLAUDE.md
with SaaS/MSP context for future planning sessions.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-05 22:44:05 -05:00
chihlasm
3e0fb92012 fix: critical security hardening (Phase A permissions audit)
- Remove role field from UserCreate schema, hardcode 'engineer' at registration
- Escape all user content in HTML export with html.escape() (XSS fix)
- Add field_validator to reject default SECRET_KEY when DEBUG=False
- Add CHECK constraint on users.role ('engineer'|'viewer') + migration 011
- Fix test_admin fixture to properly grant is_super_admin via ORM
- Fix circular FK (users↔invite_codes) in test DB setup with DROP SCHEMA CASCADE
- Add 5 new security tests (role validation + XSS prevention)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-05 22:04:37 -05:00
chihlasm
34daa26a67 feat: implement RBAC permissions system
Add role-based access control with hierarchy: super_admin > team_admin >
engineer > viewer. Adds is_super_admin boolean to User model (migration 010),
centralized backend permissions module, frontend usePermissions hook, and
UI enforcement (conditional Create/Edit buttons, editor redirect for viewers,
role badge in header). All endpoint admin checks updated from role=="admin"
to is_super_admin.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-05 02:42:44 -05:00
Michael Chihlas
83df48291a feat: Complete backend and docs rebrand from Patherly to ResolutionFlow
Update APP_NAME, OpenAPI metadata, log messages, root endpoint response,
model docstrings, seed script comments, README heading, and CLAUDE.md
branding references. Frontend rebrand was completed in PR #26; this
covers everything else.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-04 00:41:22 -05:00
chihlasm
7803dc4522 Add step library foundation and user preferences (#24)
## Summary
Implements Phase 2.5 Step Library Foundation:

### Issues Completed
- #3 User Preferences - export format default setting
- #5 Step Categories - database table and seed data  
- #6 Step Library - database schema and migrations
- #7 Step Library - CRUD API endpoints
- #8 Step Library - rating and review system

### Changes
**Backend:**
- Migration 007: step_categories table with 10 seeded global categories
- Migration 008: step_library, step_ratings, step_usage_log tables
- Full CRUD API for step categories (/api/v1/step-categories)
- Full CRUD API for step library (/api/v1/steps) with search, filters, ratings
- CORS support for Railway PR environments (ALLOW_RAILWAY_ORIGINS)

**Frontend:**
- User preferences store (Zustand + localStorage)
- Settings page at /settings with export format dropdown
- Default export format applied in SessionDetailPage

### Testing
- Tested in Railway PR environment
- Database seeded with 7 MSP troubleshooting trees
- All API endpoints verified working
2026-02-03 02:07:46 -05:00
Michael Chihlas
2d99c52025 Add public/private visibility for trees
- Add is_public field to Tree model (private by default)
- Update access control: users see default trees, public trees, or their own
- Update all tree endpoints (list, search, get, categories) with new visibility logic
- Default/system trees are automatically marked as public
- Add migration 004 to add is_public column and update existing defaults
- Fix pydantic settings to ignore extra env vars (DATABASE_URL_SYNC)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-01 16:53:19 -05:00
Michael Chihlas
7b0788712d Fix database migrations for Railway deployment
- Add InviteCode model import to alembic env.py
- Derive DATABASE_URL_SYNC from DATABASE_URL as a property
  so it uses the same Railway-provided connection string

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-01 00:53:55 -05:00
Michael Chihlas
20c4c40a1f Add invite code registration system for beta
Backend:
- Add InviteCode model with single-use codes
- Add invite API endpoints (create, list, revoke, validate)
- Modify registration to require invite code when enabled
- Add REQUIRE_INVITE_CODE config toggle (default: true)
- Add Alembic migration for invite_codes table

Frontend:
- Add invite code field to registration page
- Validate invite code on blur with visual feedback
- Pass invite code to registration API

Admins can generate invite codes via /api/docs (Swagger UI).

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-01 00:08:06 -05:00
Michael Chihlas
f6bc4b0e40 Add Railway deployment configuration
- Add Dockerfiles for backend (FastAPI) and frontend (nginx)
- Add railway.toml configs with health checks
- Add .dockerignore files for optimized builds
- Update config.py to auto-convert Railway DATABASE_URL format
- Add FRONTEND_URL env var for production CORS

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-31 23:03:26 -05:00
Michael Chihlas
06cc83e3fe Rebrand: Rename project from Apoklisis to Patherly 2026-01-31 20:08:17 -05:00
Michael Chihlas
cd10ecd42c Complete Phase 2: Frontend implementation with React + TypeScript
Frontend Features:
- React 18 + Vite + TypeScript + Tailwind CSS + Zustand
- JWT authentication with automatic token refresh
- Tree library with search and category filtering
- Full tree navigation (decision/action/solution nodes)
- Session management with notes and completion
- Session history with export (Markdown/Text/HTML)
- ErrorBoundary for graceful error handling

Backend Fixes:
- CORS: Added port 5174 to allowed origins
- Sessions: Fixed JSONB datetime serialization (mode='json')

Documentation:
- Updated PROGRESS.md with Phase 2 completion
- Updated 03-DEVELOPMENT-ROADMAP.md with checked items
- Added PHASE-2.5-PERSONAL-BRANCHING.md spec

Seed Data:
- Added backend/scripts/seed_data.py with Password Reset tree

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-27 22:42:22 -05:00
Michael Chihlas
7d96807fb1 Add production logging, datetime fixes, and session tests
DateTime Timezone Handling (Critical Bug Fix):
- Updated all models to use DateTime(timezone=True) for PostgreSQL
- Changed datetime defaults to lambda: datetime.now(timezone.utc)
- Fixed mixing of timezone-aware and timezone-naive datetime objects
- Resolved Internal Server Errors in session completion endpoint
- Affected models: User, Team, Tree, Session, Attachment

Production Logging System:
- Created logging_config.py with structured logging setup
- Added log rotation (10MB files, 10 backups) for production
- Implemented RequestLoggingMiddleware with correlation IDs
- Added ErrorLoggingMiddleware for comprehensive error tracking
- Integrated logging into main.py application startup
- Supports dev/prod modes with appropriate log levels

Integration Tests - Session Workflow:
- Created test_sessions.py with 12 comprehensive tests
- Session lifecycle: create, update, complete
- Session export in multiple formats (markdown, text, HTML)
- Error handling and authorization checks
- Added pytest.ini with coverage configuration
- Added requirements-dev.txt with pytest dependencies

Following 2026 FastAPI best practices for timezone handling and structured logging.

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
2026-01-27 20:39:09 -05:00
Michael Chihlas
52e8190211 Initial commit: Backend API Phase 1a complete
- FastAPI backend with JWT auth
- PostgreSQL database schema
- Trees and Sessions CRUD APIs
- Export functionality (Markdown, Text, HTML)
- Docker setup for local development
- Alembic migrations
2026-01-22 14:38:53 -05:00