When the dropdown is open with a highlighted option, pressing Tab now
selects that option and then moves focus to the next field naturally.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* 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>
- Add require_engineer_or_admin to POST/PUT/DELETE in target_lists.py (blocks viewers from write ops)
- Add require_engineer_or_admin to POST/PATCH in maintenance_schedules.py (blocks viewers from write ops)
- Add team ownership guard in batch_launch_sessions after active/published checks (Fix 2)
- Wrap scheduler.remove_job in try/except for SchedulerNotRunningError and JobLookupError (Fix 3)
- Recompute next_run_at when is_active flips to True, capturing was_active before update (Fix 4)
- Add optional batch_id and target_label fields to Session type; remove unsafe cast in MaintenanceFlowDetailPage.tsx (Fix 5)
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
* 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>
* 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>
Replaces all type="password" inputs site-wide with a PasswordInput
component that includes an eye icon toggle for visibility.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add session sharing types, API client, and utilities
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add SessionTimeline and ActionMenu reusable components
SessionTimeline extracts timeline/checklist rendering from SessionDetailPage
into a reusable component for both authenticated and public session views.
ActionMenu provides a dropdown action menu with keyboard/click-outside dismiss.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add ShareSessionModal and integrate into SessionDetailPage
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add Share Progress popover to TreeNavigationPage
Replace the single "Copy for Ticket" button with a "Share Progress"
popover that offers three actions: Copy Progress Summary (existing PSA
export flow), Copy Share Link (auto-creates account-only share if
needed), and Manage Share Links (opens ShareSessionModal).
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add public SharedSessionPage with tree preview
Add the public-facing shared session page at /share/:shareToken that
renders shared sessions without authentication. Includes error handling
for 401 (redirect to login), 403 (access denied), 404 (not found),
and 410 (expired). The page features a minimal header, session metadata,
SessionTimeline component, and a new SharedSessionTreePreview component
that renders the decision tree structure with the path taken highlighted.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add My Shares management page with nav link
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: address code review issues in session sharing
- Add useCallback for loadShares in ShareSessionModal (React hook deps)
- Use TreeStructure type instead of Record<string, unknown> for type safety
- Fix login redirect format to match LoginPage's expected state shape
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* test: add focused tests for session sharing utilities and API
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: resolve tree_structure type compatibility for shared session views
- Use TreeStructure & Record<string, unknown> intersection for JSONB flexibility
- Add explicit cast in SharedSessionTreePreview for recursive node rendering
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: add session sharing learnings to CLAUDE.md
Add gotchas #12 (TreeStructure vs Tree types) and #13 (login redirect
state format), note about npm run build strictness, and public route
pattern to Common Tasks.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: procedural editor UX improvements
Add URL intake field type, fix variable name editing collapsing fields
(index-based keys/updates), auto-generate variable names by field type,
add section header as first-class step type, and simplify step editor
with "More Options" collapsible for advanced fields.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: allow section_header step type in validation, improve tag input
- Add 'section_header' to VALID_STEP_TYPES in backend validation so
procedural flows with section headers can be published
- Replace procedural editor's inline tag input with TagInput component
(supports autocomplete, Tab, comma, semicolon, and paste splitting)
- Add semicolon delimiter support to TagInput component
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: add type-aware routing for procedural flows
Centralizes tree navigation routing via getTreeNavigatePath helper.
Fixes all pages to route procedural sessions to /flows/:id/navigate
instead of /trees/:id/navigate. Adds safety redirect in troubleshooting
navigator and resume support in procedural navigator.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: remove unused index prop from IntakeFieldEditor
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
Pre-compute section header visibility before render instead of mutating
a variable during .map() callback, which violates react-hooks/immutability.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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>
Server-side regex redaction masks IPs, emails, bearer/API tokens, and
UNC paths in exported session content. Redaction runs post-generation
and post-variable-resolution with fail-closed error handling. Frontend
gets a "Mask Sensitive Data" toggle in the export preview modal with
a summary of what was redacted. 24 unit tests passing, frontend build clean.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Add next_steps to Session, SessionUpdate, SessionComplete, SessionExport types
- Add Next Steps textarea to SessionOutcomeModal
- Update TreeNavigationPage consumer callback for next_steps
- Display next_steps with whitespace-pre-wrap on SessionDetailPage
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Add copy-to-clipboard buttons on command blocks (action + custom step nodes)
- Add keyboard shortcuts modal (?) with option loading spinners and [Esc] hint
- Restyle session timer as a pill badge for better visibility
- Add prominent "Create Tree" CTA to MyTreesPage header and empty state
- Make breadcrumb items clickable to rewind navigation to any previous step
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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>
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>
- 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>
* feat: add session quick wins (#51-#55)
- Session timer showing elapsed time in header (#51)
- Tab keyboard shortcut to focus notes textarea (#52)
- Repeat Last Session button on tree library page (#53)
- Auto-recovery banner for incomplete sessions (#54)
- Copy individual step to clipboard on session detail (#55)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: add missing delete button to table and list tree views
The onDeleteTree prop was accepted but never used in TreeTableView and
TreeListView. Now both views show a trash icon (permission-gated) matching
the existing grid view behavior.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
Add monaco-editor to frontend deps, gitignore temp files (test_results.txt,
stats.html, .agents/), and add VS Code workspace config.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
