- Add DESIGN-SYSTEM.md as single source of truth for all design decisions
- Update CLAUDE.md branding and design system sections to reference new system
- Archive UI-DESIGN-SYSTEM.md to docs/archive/design-docs/
- Update tech stack styling line and quick reference table
The new design system moves from glassmorphism/gradients to a flat,
high-contrast dark theme inspired by Sentry/PostHog. Light mode planned.
CSS implementation to follow in a separate branch.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Replace QuickStartPage with FlowPilot-centric dashboard
- Add StartSessionInput with Guided/Chat mode toggle
- Add PendingEscalations, ActiveFlowPilotSessions, PerformanceCards
- Add KnowledgeBaseCards, TeamSummary, RecentFlowPilotSessions
- Every number/card is a portal to its detail page
- Restructure sidebar: Resolve/Knowledge/Insights sections
- Remove redundant nav items (FlowPilot, Flow Editor, Flow Assist, etc.)
- Wire prefill from dashboard input to FlowPilot intake
- Update mobile nav to match new sidebar structure
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Phase 4 plan corrections:
- Remove shadcn/ui from tech stack (not used in project)
- Replace shadcn Sheet with Tailwind slide-up panel for mobile modals
- Specify exact CSS variable names for custom branding overrides
- Add SEO crawlability note (deferred to Phase 5)
Phase 4 plan enhancements:
- Add notification retry mechanism with NotificationLog model + APScheduler
- Specify weasyprint for PDF export with Dockerfile deps
- Add "Copy to Clipboard" as primary export option
- Add Task 6.5: in-app notification center extending existing NotificationsPanel
- Specify slowapi for IP-based public endpoint rate limiting
- Add low-priority gallery analytics tracking section (PostHog events)
CLAUDE.md: fix BasePsaProvider → PSAProvider (matches actual class name)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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>
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>
* 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>
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>
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>
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>
* 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>
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>
* 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>
* 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>
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>
* 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>
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>
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>
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>
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>
* 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>
- 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>
