- 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>
- 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>
* 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>
* 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>
* 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>
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>
Migrate all 84 frontend files from the old themed/colored design to a
monochrome glass-morphism design system. Pure black backgrounds, white
text with opacity levels, glass-card components with backdrop-blur, and
functional color reserved for status indicators only.
Foundation: remap CSS variables to monochrome, simplify Tailwind config,
remove theme toggle, convert brand logo/wordmark to white. Pages: all
14 pages updated. Components: all common, library, session, step-library,
tree-editor, tree-preview, admin, and subscription components converted.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
PSA Export:
- New "PSA / Ticket Note" export format optimized for ConnectWise
- Structured output: Problem, Steps Taken, Resolution, Time Spent, Notes
- Prominent "Copy for Ticket" button on session detail page
- 24 unit tests for PSA export generator
Quick-Start Landing:
- New default landing page with search-first UX
- Auto-focused search bar with debounced tree search
- "Continue Session" cards for active sessions
- "Recent Trees" section from session history
- Home nav item and logo links updated
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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>
Replace all team_id/team_admin references with account_id/owner across
types, store, hooks, API clients, components, and pages. Add new
AccountSettingsPage, UpgradePrompt, CheckoutButton, useSubscription
hook, and accounts API client. AuthStore now parallel-fetches account
and subscription data alongside user profile.
Also fix folder sidebar not refreshing after tree deletion by
dispatching the folder-changed event in handleDeleteTree.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Add mobile hamburger menu with slide-out nav drawer (AppLayout)
- Make modals responsive: full-width on mobile, slide-up animation
- Scratchpad becomes full-screen overlay on mobile with backdrop
- Folder sidebar hidden on mobile, opens as slide-over drawer
- Tree editor shows "Desktop Required" gate on mobile
- Stack action buttons vertically on mobile (sessions, detail pages)
- Increase touch targets throughout (buttons, close icons)
- Add CSS animations: fade-in, slide-in-left, scale-in, btn-press
- Add card hover lift effect and consistent border highlights
- Standardize page padding (px-4 py-6 sm:px-6 sm:py-8)
- Responsive headings (text-2xl sm:text-3xl)
- CustomStepModal goes full-screen on mobile
- Tighten auth page spacing on mobile
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
ProtectedRoute now accepts an optional requiredRole prop for role-based
route guards. When specified, users below the required role level are
redirected to /trees. 403 responses already pass through to components
for inline error display.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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>
- Add brand assets (favicon, icons, logos) to public/icons and src/assets/brand
- Update index.html with new favicon, title, meta, Google Fonts (Plus Jakarta Sans, Inter, Outfit)
- Add brand colors, font families, and gradient utilities to Tailwind config
- Replace CSS variables with purple-tinted theme for both light and dark modes
- Create reusable BrandLogo and BrandWordmark components
- Update AppLayout header with logo and wordmark
- Update LoginPage and RegisterPage with branded logo, wordmark, and gradient buttons
- Replace all remaining "Patherly" references in SettingsPage
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
## 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
- Update all frontend branding (title, headers, login/register pages)
- Update documentation (CLAUDE-SETUP, CURRENT-STATE, PROGRESS, LESSONS-LEARNED)
- Update backend scripts and test configuration
- Fix emoji encoding in seed scripts for Windows compatibility
- Sync seed user credentials between seed_data.py and seed_trees.py
- Update database references to patherly/patherly_test
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Add theme store with light/dark/system modes and ThemeToggle component
- Prevent flash of wrong theme on initial load via inline script
- Add ExportPreviewModal for previewing session exports before download
- Add copy-to-clipboard functionality to session export
- Implement keyboard shortcuts for tree navigation (1-9 options, Esc back, Enter continue)
- Display keyboard hints in tree navigation UI
- Fix findNode to safely handle undefined structure parameter
- Update page title to "Apoklisis"
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
