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48 Commits

Author SHA1 Message Date
Michael Chihlas
1c904373f8 Merge main into feat/flowpilot-migration
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Brings in PR #141 (PSA ticket management) so FlowPilot can ship on top
of a unified main. Two manual conflict resolutions:

1. CLAUDE.md — kept the FlowPilot ai-handoff rewrite (`.ai/`-driven
   protocol). The pre-rewrite reference content (CW integration notes,
   lessons archive, env vars table) lives in `docs/connectwise/`,
   `docs/LESSONS-ARCHIVE.md`, and DEV-ENV.md by design.

2. frontend/src/pages/AssistantChatPage.tsx — both conflict regions
   were purely additive. Concatenated FlowPilot's Phase 2-9 state hooks
   (facts, activeFix, preview*, scriptPanelOpen, templatizeQueue) with
   PSA's spin-off ticket state (linkedTicket, showNewTicket, spinOffHint).
   Both modal mounts (TemplatizePrompt, ShortcutsHelpOverlay,
   NewTicketModal) kept. All setters wired by either branch are intact.

Verification:
- `tsc -b` clean across the merged tree.
- Browser smoke-test (Session B fixture): Phase 9 ProposalBanner
  ("Run AI-drafted PowerShell to recover SSL VPN") renders alongside
  PSA's new Tickets sidebar icon. Console clean.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
 2026-04-25 01:03:33 -04:00
Michael Chihlas
4aaf57adb5 feat(pilot): Phase 6 — post-resolve templatize prompt + draft accept/reject
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Closes the loop on the Phase 5 "Run now, templatize after resolve" path.
After a session resolves, drafts queued by the three-option dialog surface
as a modal that lets the engineer review the AI-proposed parameterization
and either save as a reusable team template or skip. A "don't ask again"
toggle writes to account_settings.preferences so the next resolve won't
pop the modal.

Backend:
- /api/v1/draft-templates:
  * GET — list account drafts (pending_only default true; pass false for
    audit view including accepted/rejected)
  * GET /{id} — single draft
  * POST /{id}/accept — promotes to a new script_templates row with
    source_session_id / source_user_id / source_ticket_ref populated
    (drives the Script Library "generated from CW #X · resolved by Y"
    provenance chip). Draft flips to status=accepted,
    promoted_template_id set, resolved_at stamped. 409 on re-accept /
    already-rejected. 400 on unknown category_id.
  * POST /{id}/reject — flips to status=rejected. 409 on re-reject.
- /api/v1/accounts/me/preferences (GET/PATCH) — thin wrapper over
  AccountSettings.get_setting/set_setting. PATCH merges keys into the
  JSONB column, preserving existing keys the client didn't touch.
  Used by the "Don't ask again for this team" checkbox
  (templatize_prompt_enabled=false) and, forward-looking, by
  cw_resolved_status_id / cw_escalated_status_id from Phase 4.
- 13 tests: list filter, accept with/without edited_body, provenance
  copy-through, reject, 409 on re-accept / re-reject, 400 on unknown
  category, prefs round-trip with merge semantics.

Frontend:
- src/components/pilot/script/TemplatizePrompt.tsx — modal showing the
  drafted script with proposed parameters in the Phase 5
  ParameterizationPreview, editable name/category/description, an
  individual-parameter remove button, and the "don't ask again" opt-out.
  Accept posts to /draft-templates/{id}/accept + optionally PATCHes
  preferences. Skip posts /reject.
- src/api/draftTemplates.ts — typed client plus accountPreferencesApi.
- AssistantChatPage: after a successful Resolve (external OR local),
  fetches preferences + pending drafts for the session and queues the
  modal one draft at a time. Escalate does not trigger this flow.
- Sidebar: Scripts nav shows the pending-draft count as a badge. Fetched
  independently of the main sidebar stats so endpoint flakes don't
  break the rest of the sidebar.

Verified live 2026-04-22: seed two drafts → GET sees both pending →
accept draft A (template created, provenance CW #99123 populated) →
reject draft B → pending count drops → PATCH opt-out → GET confirms
persistence.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-04-22 02:37:49 -04:00
Michael Chihlas
f050afc2f7 feat(tickets): add /tickets route and sidebar nav item 
Add Tickets page route to router with lazy loading and code splitting.
Add Tickets navigation entry to sidebar in RESOLVE section for both
icon rail and pinned layouts.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-04-16 03:15:35 +00:00
chihlasm
abd79bc763 feat: extract network map builder from PR 124 (#137) 
* feat: add device_types table with system seed data

Creates DeviceType SQLAlchemy model and migration 073 that provisions the
device_types table with 28 system-seeded device types across 7 categories
(network, compute, storage, cloud, endpoint, infrastructure, security).

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add network_diagrams table

Create NetworkDiagram SQLAlchemy model with JSONB nodes/edges, team-scoped with client/asset metadata, and Alembic migration 074.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add Pydantic schemas for device types and network diagrams

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add device types CRUD router

Adds GET/POST/PUT/DELETE endpoints at /device-types with team-scoped access. System types are read-only; custom types are scoped to the creating team.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add AI generation service for network diagrams

Adds network_diagram_ai_service.py with generate_diagram() function that
calls the AI provider to convert plain-English network descriptions into
structured DiagramNode/DiagramEdge data. Registers the action in
ACTION_MODEL_MAP as a standard-tier route.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add network diagrams CRUD + AI generate + export/import router

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add TypeScript types for network diagrams

Adds all interfaces for network diagrams and device types including
DiagramNode, DiagramEdge, DeviceProperties, NetworkDiagramResponse,
AI generate request/response, import/export shapes, and list item types.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* feat: add frontend API clients for device types and network diagrams

Adds deviceTypesApi (list, create, update, remove) and networkDiagramsApi
(list, get, create, update, archive, duplicate, exportJson, importJson,
aiGenerate, listClients) following the existing apiClient module pattern.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* feat: add device registry, DeviceNode, ConnectionEdge for React Flow

Creates the React Flow building blocks for the network diagram editor:
device type registry with icon/color mappings, DeviceNode component with
status indicators and connection handles, ConnectionEdge with per-type
styling, and nodeTypes/edgeTypes registration maps.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add DeviceToolbar panel with search, categories, drag-drop, custom type creation

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add PropertiesPanel for node and edge property editing

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add AIAssistPanel with replace and merge modes

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add NetworkCanvas wrapper and DiagramHeader components

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add DiagramEditor page assembling all panels with auto-save and AI generation

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add Network Diagrams list page with search, client filter, import

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add Network Maps to sidebar navigation and router

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: resolve TypeScript errors in DeviceToolbar and DiagramEditor

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: resolve stale selection bug in network diagram PropertiesPanel

Selection state now stores IDs and derives objects from live arrays,
so edits in PropertiesPanel inputs reflect immediately.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add React Flow UI foundation components for network diagrams

BaseNode (structured node shell with header/content/footer slots),
BaseHandle (styled connection handle), LabeledHandle (handle with
port label), NodeStatusIndicator (status border effect),
NodeTooltip (hover details via NodeToolbar).

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add LabeledGroupNode and AnimatedSvgEdge components

GroupNode for subnet/VLAN/site grouping with positioned label badge.
AnimatedSvgEdge for traffic flow visualization with animated SVG
shape along edge path. Both registered in type maps.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* refactor: DeviceNode uses BaseNode, BaseHandle, StatusIndicator, Tooltip

Replaces hand-rolled node layout with composable React Flow UI
components. Status is now a border effect instead of a dot.
Hover tooltip shows hostname, IP, vendor, role, notes.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add grouping toolbar items and traffic flow toggle

DeviceToolbar gets Subnet/VLAN/Site/DMZ grouping section with
drag-drop. PropertiesPanel gets Show Traffic toggle that switches
edges between connection and animated types. DiagramEditor handles
both device and group node drops.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: address code review findings for React Flow UI integration

- Use screenToFlowPosition() for drop coordinates (fixes zoom/pan bug)
- Remove duplicate selection border from DeviceNode (BaseNode handles it)
- Add w-full to GroupNode for proper container sizing
- Remove unused 'selected' destructuring from DeviceNode

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add ISP icon to network diagram device registry

Globe icon with accent color, under cloud category.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: improve drag-and-drop feel in network diagram editor

Grip icons on draggable toolbar items, press effect on drag start,
dashed border overlay with 'Drop to add' text when dragging over canvas.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add ContextMenu component for network diagram editor

Charcoal-styled context menu with action factories for node
and canvas variants. Viewport-clamped positioning, auto-dismiss
on click outside, escape, or scroll.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add useCanvasShortcuts hook for copy/paste/duplicate

Keyboard shortcuts with preventDefault and input guard.
Clipboard stores nodes with relative positions and edge indices.
Paste computes canvas center via screenToFlowPosition.
Duplicate offsets +30px. Supports both device and group nodes.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: wire context menu and keyboard shortcuts into diagram editor

Right-click context menus for nodes (copy/duplicate/delete) and
canvas (paste/select-all/fit-view). Right-click selects the node
per spec. serializeNodes now handles group nodes correctly.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: context menu dismisses on pane click, ISP in toolbar

Context menu now closes when clicking anywhere on the canvas via
onPaneClick prop. ISP device added as built-in toolbar item under
Internet section so it's always available without a database entry.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: backend code review fixes for network diagrams

- Replace legacy Optional imports with modern str | None syntax
- Type JSONB columns as Mapped[list[dict[str, Any]]]
- Escape SQL LIKE wildcards (%, _) in diagram search
- Type DiagramNode.position as Position(x, y) Pydantic model
- Wrap AI response parsing in KeyError handler for clean 422 errors
- Remove unused Optional/TYPE_CHECKING imports from schemas/models
- Extract _get_available_slugs helper to DRY duplicate queries

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: network diagram editor UX — straight edges, snap-to-grid, ISP in Cloud, group resize

- Straight edges: replace SmoothStepEdge with BaseEdge + getStraightPath so
  connections draw direct diagonal lines instead of orthogonal bent paths
- Snap-to-grid: add snapToGrid/snapGrid=[20,20] to NetworkCanvas so nodes
  align consistently when dragged
- ISP in Cloud: remove standalone "Internet" sidebar section, inject ISP into
  the Cloud category loop with search support and correct item count
- Group node resize: add NodeResizer to GroupNode (subnet/VLAN/site/DMZ),
  handles visible when selected; dimensions saved/restored correctly on
  reload (also fixes group node load bug where type was always 'device')
- DiagramNode type: add nodeType and style optional fields

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: network diagram team_id guard + multi-style edge routing

Backend:
- Guard create_diagram with 422 if current_user.team_id is None (prevents
  NOT NULL constraint crash for accounts not yet assigned to a team)
- Add routing field to DiagramEdge schema (straight/curved/step)

Frontend:
- ConnectionEdge now supports straight (default), curved (bezier), and
  step (smooth-step) routing per-edge via routing field in edge data
- PropertiesPanel Connection section gets a Line Style toggle:
  Straight | Curved | Step buttons, active state highlights in accent
- handleEdgeUpdate and serializeEdges now propagate the routing field
- DiagramEdge type gets optional routing field

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* feat: network diagrams UX overhaul — icons, empty canvas, properties panel

- Colorize: semantic category colors for all device types (network=blue,
  security=orange, compute=emerald, endpoint=amber, storage=violet,
  cloud=cyan, infra=steel); better icons (Router, ShieldAlert, Boxes,
  Package, Gauge, PlugZap, Video, Radio); MiniMap uses category colors
- Onboard: centered AI generate prompt on empty canvas with 5 MSP-specific
  example chips, ⌘↵ shortcut, spinner; AIAssistPanel only shown with nodes
- Arrange: properties panel — status badge grid at top, fields grouped into
  Network (IP/Subnet/VLAN) and Hardware (Hostname/Vendor/Model/Role) sections
- Delight: segmented topology color bar on listing cards; backend returns
  category_counts via single extra query on list endpoint
- Harden: real PNG export via html-to-image + getNodesBounds/getViewportForBounds
- Polish: ChevronDown replaces unicode ▾, click-outside for client filter,
  consistent spinner in empty prompt

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* chore: drop changelog noise from network extraction

* fix: align network map builder with account isolation

* feat: add manual create option for network maps

* feat: make manual network map creation easier to discover

* fix(network-maps): address design critique — harden, normalize, clarify, polish

- Archive: two-step inline confirm in card dropdown menu
- Delete Device/Edge: two-step inline confirm in PropertiesPanel footer
- Context menu Delete: floating confirm bar instead of immediate deletion
- AI Generate New: two-step confirm when replacing existing diagram nodes
- DiagramHeader: show 'Unsaved changes' in amber when isDirty and not saving
- deviceRegistry: SECURITY_COLOR #f97316 → #f87171 (deprecated ember orange removed)
- CanvasEmptyPrompt: remove backdrop-blur (design system violation)
- CanvasEmptyPrompt: remove redundant 'Skip AI' bottom button (duplicate of Build manually card)
- CanvasEmptyPrompt: rounded-xl/rounded-2xl → rounded-lg, border-2 → border
- Topology bar: h-1 → h-2 + native tooltip with category breakdown
- AIAssistPanel: replace pulse-dot loading with spinner (consistent with rest of feature)
- ContextMenu: add shadow-lg (consistent with other dropdowns)
- DeviceNode tooltip: Position.Bottom → Position.Top (avoids canvas-edge clipping)
- CanvasEmptyPrompt: raise ⌘↵ hint from /50 opacity to full text-muted-foreground

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* feat(network-maps): bring to front / send to back layering for nodes

Three entry points for z-index control:
- Right-click context menu: Bring to Front / Send to Back with ] / [ shortcuts, separated by dividers from copy/delete groups
- Properties panel: Layer row with Bring Front + Send Back buttons, tooltip shows keyboard shortcut
- Keyboard: ] brings selected node(s) to front, [ sends to back (skips when input focused)

Context menu also gains divider support (dividerBefore flag) for visual grouping.
Layering handlers use max/min zIndex across all nodes so repeated presses always stack correctly.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: swap switch icon from Layers → Network (Lucide)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* feat: icon size picker (S/M/L) on device nodes

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* feat: drag-to-resize device nodes + BrickWallFire for firewall

- NodeResizer on DeviceNode (same pattern as group nodes); icon scales
  proportionally with node width, clamped 16–60px
- Removes S/M/L static picker — resize is now direct manipulation
- firewall: ShieldAlert → BrickWallFire

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* chore: trigger Railway rebuild

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: add missing hero_001.jpg to git (was untracked, broke Railway deploy)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: ShieldAlert still referenced in CATEGORY_DEFAULTS after icon swap

Removed ShieldAlert from imports when swapping firewall icon to BrickWallFire
but left it in CATEGORY_DEFAULTS — runtime crash, device toolbar empty.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix(network): proportional node resize with locked aspect ratio

Nodes grew into rectangles because NodeResizer had no aspect ratio
constraint, minWidth != minHeight, and icon/text only scaled from width.

- DeviceNode: add keepAspectRatio + equal minWidth/minHeight (80×80),
  maxWidth/maxHeight (280×280), scale icon and label/IP font sizes from
  Math.min(width, height) so all content grows uniformly
- DiagramEditor: set explicit 120×120 style on dropped device nodes so
  React Flow has a definite starting size for aspect ratio calculation
- DiagramEditor: persist device node style (width/height) in
  serializeNodes and restore it on load so size survives save/reload

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix(lint): suppress ESLint errors in network diagram components

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-04-13 02:38:01 -04:00
chihlasm
0b77eec1ca refactor: collapse Flows nav, remove session recovery from library, fix race conditions 
- Collapse "Guided Flows" + "Troubleshooting" sidebar items into single "Flow Library" entry
- Remove incomplete session recovery and "Repeat Last" sections from TreeLibraryPage
- Fix handleSearch race: now participates in shared loadTreesRequestId guard so stale search results can't overwrite newer filter results
- Fix Sidebar refreshStats race: add statsRequestId ref to discard stale badge count responses

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-04-01 06:36:20 +00:00
chihlasm
1152b023bf feat: replace hardcoded orange hex values with blue equivalents 
BrandLogo gradient, EmptyStateIllustrations SVGs, categoryColors,
landing page, brand SVG assets, and all remaining files.
Warning #eab308 → #fbbf24 (amber). categoryColors deduped.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-29 16:20:52 +00:00
chihlasm
5ff9a9d75e feat: replace all hardcoded orange rgba with blue rgba 
Mechanical find-and-replace: rgba(249,115,22,...) → rgba(96,165,250,...)
across ~40 component and page files.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-29 16:20:13 +00:00
chihlasm
ecd7393646 feat: persist task lane across submits and session reloads 
Task lane questions/actions are now saved to a pending_task_lane JSONB
column on ai_sessions, restoring them on session switch or page reload.
Partial submit no longer force-clears the lane — the AI response
controls what stays. Also removes redundant "New Session" button from
the sidebar (dashboard already provides this).

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-27 21:48:06 +00:00
chihlasm
ff985fb755 refactor: replace cyan accent with ember orange across entire frontend 
Swap accent color from cyan (#22d3ee) to ember orange (#f97316) site-wide.
Cyan caused contrast issues and felt generic — orange brings warmth and
urgency fitting for a troubleshooting tool.

Changes:
- CSS variables: accent, accent-hover, accent-dim, accent-text, primary, ring
- Warning color shifted from amber (#fbbf24) to yellow (#eab308) for
  semantic separation from orange accent
- Brand SVGs: logo gradient updated to orange
- 50+ component files: all hardcoded cyan hex values, Tailwind cyan-*
  classes, and rgba(34,211,238,...) glow values replaced
- landing.css: all 45+ cyan references + 5 old border color fixes
- DESIGN-SYSTEM.md bumped to v5 with decisions log
- CLAUDE.md: all color references synced to charcoal palette + orange accent
- PWA theme-color meta tag updated to match sidebar (#10121a)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-24 07:37:44 +00:00
chihlasm
8ca36316c4 refactor: merge QuickLaunch into CommandPalette, amber New Session button 
- Remove QuickLaunch (lightning bolt) from TopBar — redundant with CommandPalette
- Delete QuickLaunch.tsx (dead code, no remaining imports)
- Add "New Project" to CommandPalette quick actions
- Change sidebar "New Session" button from cyan to amber-400

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-23 05:06:44 +00:00
chihlasm
99e53f5d70 refactor: rename Step Library → Solutions Library site-wide 
User-facing text updated across page title, sidebar, command palette,
quick launch, quick actions, post-step modal, empty state, and
procedural editor. File paths/component names unchanged — those
will be renamed when the full Solutions Library feature ships.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-23 04:09:19 +00:00
chihlasm
ee606643d5 refactor: simplify sidebar for copilot-first navigation 
- Add "New Session" button at top of rail and pinned mode
- Replace Work → History, Know → Flows, add Scripts as own icon
- Remove Help/Guides/Feedback from sidebar rail
- Remove Maintenance from flow sub-items
- Remove Step Library from pinned Knowledge section
- Remove FlowPilot Analytics and Rocket icon
- Rename "Active Sessions" → "Session History"
- Rename "Flows" → "Guided Flows" in pinned mode

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-23 03:58:14 +00:00
chihlasm
8fd4207ee6 refactor: charcoal palette + sidebar drawer fixes 
- Switch from true-dark to charcoal palette (sidebar darkest, content lighter)
  Page #1a1c23, Sidebar #10121a, Card #22252e, Border #2e3240
- Update all Tailwind semantic mappings to match new palette
- Update landing page CSS hardcoded hex to new palette values
- Fix remaining hardcoded hex in SurveyResponsesPage, SessionsPanel, FlowPilotMessageBar
- Sidebar drawer starts below topbar (top: var(--topbar-h)) instead of viewport top
- Drawer section title uses amber (#fbbf24) for visual pop
- Unify all rail icons: white when inactive, cyan with bg-accent-dim when active

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-22 21:39:05 +00:00
chihlasm
dfbb51b582 fix: Home icon active state — exact match "/" instead of startsWith 
matchPaths: ['/'] with startsWith('/') matched every route,
keeping Home highlighted on all pages.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-22 19:32:55 +00:00
chihlasm
2bcd3e2f3c fix: design system v4 polish — home icon, mobile hamburger, contrast, font-label cleanup 
- Home sidebar icon: always cyan, bg-accent-dim only when route is "/"
- Mobile TopBar: add left padding so hamburger isn't hidden behind logo
- Landing page: bump card border color (#1e2130 → #2a2f3d) for better contrast
- Replace all font-label references (40 occurrences, 19 files) with font-mono or font-sans
- Remove deprecated --font-label CSS variable from index.css
- Convert hardcoded hex in layout inline styles to CSS variables (light-mode ready)
- Add @types/react-syntax-highlighter for script builder types

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-22 19:19:44 +00:00
Michael Chihlas
6eae234991 fix: stat card left borders, tab shadow on toggle, larger rail icons 
- Stat cards get 3px colored left border matching their icon color
- Guided/Chat toggle uses tab-active-shadow on selected state
- Rail icons increased to 24px with 1.6 stroke width
- Rail labels increased to 10px with font-sans (not mono)
- More vertical spacing between rail items

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-22 05:12:41 -04:00
Michael Chihlas
303a558432 refactor: replace hardcoded hex values with Tailwind semantic tokens 
3,200+ hardcoded color values replaced with CSS variable-backed
Tailwind classes (bg-card, text-foreground, border-border, etc.).
Enables light mode via CSS variable swap. Only syntax highlighting
colors and intentional one-offs remain hardcoded (~15 values).

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-22 04:34:35 -04:00
Michael Chihlas
fd28921373 fix: remove unused BookOpen/MessageSquare imports from Sidebar 
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-22 02:01:06 -04:00
Michael Chihlas
97a20a4225 fix: drawer uses fixed positioning to overlay main content 
Grid cell was clipping the drawer at 72px. Now uses position: fixed
with left: 72px so it overlays the main content area and links
are clickable.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-22 01:42:32 -04:00
Michael Chihlas
585149fa94 fix: drawer stays open when moving mouse from rail to drawer 
Remove onMouseLeave from individual rail items — only the outer
wrapper handles close. Items only handle onMouseEnter to switch
which drawer is shown. Prevents premature drawer dismissal.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-22 01:40:57 -04:00
Michael Chihlas
6fb0d9bf81 fix: increase drawer close delay to 400ms for usability 
120ms was too fast — mouse couldn't traverse the gap between
rail icon and drawer panel without triggering close.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-22 01:39:14 -04:00
Michael Chihlas
812a22b2b1 refactor: replace flyout popups with full-height resizable drawer 
Sentry-style drawer slides out from rail edge, fills viewport height.
Drag handle on right edge to resize (180-400px range).
No more tooltip-style popups that cause layout jitter.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-22 01:26:25 -04:00
Michael Chihlas
00ab9f1832 fix: sidebar fills full grid cell height 
Sidebar wrapper uses flex + h-full, .sidebar gets height: 100%,
removed min-height: 100vh (grid cell handles sizing).

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-22 01:21:11 -04:00
Michael Chihlas
ce76e146fd fix: ensure Unpin button visible in pinned sidebar footer 
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-22 01:13:48 -04:00
Michael Chihlas
9fcc564333 fix: flyout positioning, sidebar full height, pin icon padding 
- Flyout uses absolute positioning relative to parent item (not fixed)
- Both rail and pinned sidebar stretch to full viewport height
- Pin icon has proper bottom padding to avoid cutoff

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-22 01:11:16 -04:00
Michael Chihlas
bef649bb9a fix: restructure icon rail to 5 grouped items (Sentry-style) 
Home, Work, Knowledge, Insights, Help — each with hover flyout
showing sub-items. Sidebar now stretches to full viewport height.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-22 01:05:41 -04:00
Michael Chihlas
8efc443949 refactor: implement icon rail sidebar for Design System v4 
72px icon rail with hover flyouts, pin-to-expand toggle (260px),
keyboard accessible, mobile hamburger overlay. Flat TopBar styling
(no blur/glass). New BrandLogo mark (gradient square + lightning bolt).
BrandWordmark uses solid text color instead of gradient.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-22 00:26:19 -04:00
Michael Chihlas
689776afd9 feat: add Script Builder page with chat UI, code blocks, preview modal, and save dialog 
- ScriptCodeBlock: collapsed code preview with syntax highlighting (first 5 lines)
- ScriptBuilderInput: auto-resize chat input with Enter-to-send
- ScriptBuilderChat: message list with markdown rendering and code blocks
- ScriptPreviewModal: fullscreen script viewer with line numbers
- SaveToLibraryDialog: save script with name, description, category, team sharing
- ScriptBuilderPage: language selector, session management, FlowPilot handoff
- Added route, sidebar nav item (fuchsia), and mobile nav entry

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-21 17:11:32 -04:00
chihlasm
cf23107735 fix(escalations): add sidebar badge count + show all team escalations 
- Add escalation_count to sidebar stats (team-wide requesting_escalation)
- Show badge on Escalations nav item in sidebar
- Remove user_id filter from escalation queue — show all team escalations
  including your own (needed for solo users and visibility)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-21 04:41:27 +00:00
chihlasm
3d911d2dc9 feat(dashboard): FlowPilot cockpit dashboard + sidebar redesign 
- 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>
 2026-03-20 14:22:50 +00:00
chihlasm
9bad49d568 feat(knowledge-flywheel): add Phase 3 Knowledge Flywheel — AI analysis, review queue, analytics 
Phase 3 implementation:
- AI session analysis service that generates flow proposals from resolved sessions
- APScheduler job for batch processing pending analyses (max_instances=1)
- Knowledge gap detection (weak options, high escalation signals)
- Flow proposals CRUD with team admin review workflow (approve/edit/dismiss/reject)
- FlowPilot analytics dashboard with confidence tiers, PSA metrics, knowledge gaps
- In-session script generator component
- Review queue page with filtering and proposal detail panel

Bug fixes from review (12 total):
- Fix "Edit & Publish" navigating to non-existent /editor/new route
- Hide Approve button for enhancement proposals (require Edit & Publish)
- Add max_instances=1 to scheduler to prevent TOCTOU race
- Fix eventual_success case() double-counting failed retries
- Add tree_structure validation before creating tree from proposal
- Simplify script generator rendering condition
- Add severity style fallback, toFixed on rates, Link instead of <a href>
- Add toast.warning on dismiss failure, fix dedup for domain-less sessions
- Cast Decimal to int in knowledge gap evidence dicts

Also updates CLAUDE.md with lessons 67-71 and Phase 3 project structure.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-19 05:12:10 +00:00
chihlasm
ce118b51d8 fix(flowpilot): fix 4 Phase 2 escalation bugs + update Tailwind version in CLAUDE.md 
- Fix escalation status mismatch: hook set 'escalated' but backend returns
  'requesting_escalation'
- Fix list_sessions to include sessions picked up by Engineer B via
  escalation_package->>'picked_up_by' JSONB query
- Fix sidebar escalation icon color: was Tailwind class 'text-amber-400'
  passed to style={{color}}, now hex '#fbbf24'
- Replace window.location.reload() after ticket linking with
  onReloadSession callback to preserve session state
- Update CLAUDE.md: Tailwind CSS v3 → v4 (@tailwindcss/vite, CSS-only config)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-19 03:10:11 +00:00
chihlasm
bbe590bfec feat(ai-session): add Phase 2 PSA integration, escalation handoff, and session management 
Phase 2 of the FlowPilot-First Pivot connecting AI sessions to ConnectWise PSA:

Slice 1 — PSA Ticket Intake:
- FlowPilotEngine accepts psa_ticket intake with graceful CW API fallback
- Ticket picker on intake screen (refactored TicketPickerModal for dual-mode)
- Ticket context card in session sidebar

Slice 2 — Auto Documentation Push:
- PSA documentation service with resolution/escalation note formatting
- Time entry creation via new ConnectWise provider method
- Automatic retry scheduler (APScheduler, 5min interval, 3 retries)
- PSA push status indicators in frontend with manual retry button
- Member mapping warning when CW member not mapped

Slice 3 — Session Pause/Resume & Escalation Handoff:
- Pause/resume endpoints for same-engineer session bookmarking
- Escalation flow: requesting_escalation status, self-escalation blocked
- Enhanced escalation package with LLM-generated hypotheses/suggestions
- Pickup endpoint with continue/fresh resume modes and briefing step
- Escalation queue (sidebar nav + dedicated page)
- SessionBriefing component with continue/fresh choice UI
- EscalateModal with PSA-aware button text

Slice 4 — Mid-Session Ticket Linking:
- Link ticket retroactively with context injection into system prompt
- Link Ticket button in session sidebar

Slice 5 — FlowPilot PSA Settings:
- Settings tab on IntegrationsPage with 7 configurable options
- Stored as flowpilot_settings JSONB on PsaConnection

Database: 2 migrations (flowpilot_settings, psa_post_log changes, status constraint)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-19 01:30:05 +00:00
chihlasm
5494816b06 feat(ai-session): add FlowPilot AI-powered troubleshooting sessions 
Implements Phase 1 of the FlowPilot-First pivot — the core AI session
experience where engineers describe a problem and FlowPilot guides them
through structured diagnosis with selectable options, free-text escape
hatches, and auto-generated documentation on resolution.

Backend: AISession + AISessionStep models, FlowPilot Engine (LLM
orchestration with structured JSON output), Flow Matching Engine v1
(semantic + keyword + recency scoring), 8 API endpoints with auth,
rate limiting, and AI quota enforcement.

Frontend: Intake screen, conversational session view with sidebar,
step cards with options/actions/resolution suggestions, resolve/escalate
modals, documentation view with rating, session history integration,
and /pilot route with sidebar navigation.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-18 14:27:36 +00:00
chihlasm
357f8e2d08 feat: sidebar redesign — activity feed, grouped nav, AI split (#107) 
* docs: add 5 sidebar icon color concepts for UX review

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat(ui): add semantic icon colors and updated icons to sidebar nav

Swap generic icons for more descriptive alternatives (Network, Wrench,
FileOutput, Library, Code2, Lightbulb) and assign each nav item a unique
semantic color for instant visual landmarks.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix(ui): default Sessions page to Active tab, reorder tabs

Active sessions are what engineers care about most. Tab order is now
Active, Prepared, Completed, All.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* docs: add sidebar grouping and AI naming concept mockups

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* docs: add sidebar redesign context and decision summary

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* docs: add sidebar redesign spec and implementation plan

Design spec covers: activity zone with daily stats + session feed,
nav grouping (Resolve/Build/Insights), AI split (FlowPilot + Flow Assist),
pinned flows removal. Implementation plan has 5 chunks, 12 tasks, 39 steps.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add sidebar stats Pydantic schemas

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* test: add failing tests for sidebar stats endpoint

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add sidebar stats endpoint with daily stats and activity feed

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add sidebar API client, stats bar, activity feed components

New components: SidebarStatsBar, SidebarActivityFeed, ActivityItem.
New API client for sidebar stats endpoint. Pulse-dot CSS animation.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: restructure sidebar with stats bar, activity feed, and grouped nav

Dashboard-first layout with Resolve/Build/Insights groups.
AI split: FlowPilot (Resolve) + Flow Assist (Build).
Stats bar: Resolved/Active/In Session daily counters.
Activity feed: active sessions with CW ticket #, recent completions.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* refactor: remove pinned flows frontend (PinnedFlowsSection, store, API, pin buttons)

Removed: PinnedFlowsSection component, pinnedFlowsStore, pinnedFlows API client.
Cleaned: pin buttons from TreeGridView, TreeListView, TreeTableView.
Cleaned: favorites section from QuickStartPage, pin props from TreeLibraryPage.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add FlowAssistPage placeholder and /flow-assist route

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: real-time sidebar stats via session-changed events

Sidebar now refreshes stats when sessions are created or completed,
not just on page navigation. Uses window event bus pattern (same as
folder-changed events in codebase).

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: live-ticking In Session timer using active session start times

SidebarStatsBar now computes active session elapsed time client-side
from started_at timestamps, ticking every 60s. Backend only returns
completed session minutes to avoid double-counting.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: sidebar In Session timer ticks every second and shows seconds

Timer now uses 1s interval (not 60s) and displays seconds when under
a minute so it matches the session timer in the flow UI.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* chore: trigger PR environment redeploy

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* debug: add console.log to SidebarStatsBar for timer investigation

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: parse sidebar timestamps as UTC (append Z suffix)

Backend returns naive UTC timestamps without timezone indicator.
JS Date() treats bare ISO strings as local time, causing the timer
to compute negative elapsed time (future timestamps). Appending 'Z'
forces UTC parsing.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: rename 'In Session' to 'Total Time' for clarity

Makes it clear the timer is an aggregate of all sessions today,
not just the current one.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-16 01:35:16 -04:00
chihlasm
d4dbf44781 feat: Script Generator Phase 1+2 — backend, engine, API, frontend, template editor, parameter detector 
Complete Script Generator feature including:

Backend:
- ScriptCategory, ScriptTemplate, ScriptGeneration models
- ScriptTemplateEngine with substitution, filters, sanitization
- CRUD + share API endpoints with permission checks
- Integration tests for permissions and sharing
- Migration 057 with AD User Management seed templates

Frontend — Script Library:
- Browse templates with category tabs and search
- Configure pane with parameter form and script generation
- Script preview with live substitution and copy/download
- scriptGeneratorStore Zustand store

Frontend — Template Editor:
- Full CRUD form with metadata, script body (Monaco Editor), parameters
- ParameterSchemaBuilder with visual builder + JSON toggle
- ScriptManagePage with routing and nav link

Frontend — Parameter Detector:
- Client-side PowerShell parameter detection engine
- Detects script-level param() blocks and variable assignments
- Type inference from PS type annotations and value patterns
- ParameterDetectorStepper one-by-one review UI with accept/skip

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-14 20:18:59 -04:00
Michael Chihlas
71ff4a8c35 feat: KB Accelerator — convert KB articles into interactive flows 
Full-stack implementation of the KB Accelerator feature that converts
static MSP knowledge base articles into interactive troubleshooting
and procedural flows using AI.

Backend:
- Migrations 054/055: kb_imports, kb_import_nodes tables + plan_limits KB columns
- SQLAlchemy models with relationships and self-referential node hierarchy
- Text extraction service (txt, paste, docx with structural metadata)
- AI conversion service with MSP-specialist prompts for both flow types
- 8 API endpoints: upload, get, list, convert, edit node, commit, delete, quota
- Tier-gated access via plan_limits (free: 3 lifetime, pro/team: unlimited)
- 8 integration tests covering upload, get/list, quota, commit, delete

Frontend:
- TypeScript types and API client for all KB Accelerator endpoints
- Multi-step wizard page: upload → processing → review → success
- Upload screen with paste/file tabs, drag-drop, target type selector
- Two-panel review screen with source highlighting and node cards
- Per-node actions: approve, edit, regenerate, insert, delete
- Confidence color indicators (green/amber/red)
- Sidebar navigation with Sparkles icon
- Code-split lazy-loaded route at /kb-accelerator

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-10 20:56:28 -04:00
chihlasm
d365c38b61 chore: Tailwind CSS v3 → v4 migration (#99) 
* chore: run Tailwind v4 upgrade tool (Phase 1)

- Upgraded tailwindcss v3 → v4.2.1, postcss plugin to @tailwindcss/postcss
- Deleted tailwind.config.js, migrated theme to CSS @theme block in index.css
- Replaced @tailwind directives with @import 'tailwindcss'
- Added @custom-variant dark, @utility blocks for custom utilities
- Updated class names across 128 files (shadow-sm → shadow-xs, etc.)
- Removed autoprefixer (built into v4)
- Added migration plan doc

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* chore: switch from @tailwindcss/postcss to @tailwindcss/vite (Phase 2)

- Replaced @tailwindcss/postcss with @tailwindcss/vite plugin
- Deleted postcss.config.js (no longer needed)
- Tailwind now runs as a native Vite plugin for faster HMR

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* refactor: convert to OKLCH colors, move keyframes into @theme (Phase 3-4)

- Replaced all HSL color indirection with direct OKLCH values in @theme
- Moved all keyframes inside @theme block (v4 pattern)
- Eliminated hsl(var(--x)) double-indirection across 17 component files
- Replaced hsl() inline styles with var(--color-*) theme references
- Cleaned up redundant rdp-* utility blocks
- Fixed @custom-variant dark syntax to use :where()
- Added sidebar/glass/shadow vars as OKLCH in :root

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-07 22:10:44 -05:00
chihlasm
0dc6123c0c feat: flow export/import + procedural Flow Assist (#96) 
* feat: add flow export/import backend (migration, endpoints, schemas)

Add .rfflow file export/import support:
- Migration 050: import_metadata JSONB column on trees
- GET /trees/{id}/export?format=json|xml endpoint
- POST /trees/import endpoint (creates draft, resolves categories/tags)
- FlowExportEnvelope, FlowImportRequest/Response schemas
- import_metadata field on TreeResponse

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add flow export/import frontend + backend tests

Frontend:
- ExportFlowModal with JSON/XML format selection + download
- ImportFlowModal with drag-drop file picker + preview step
- rfflowParser for client-side JSON/XML .rfflow parsing
- Export buttons on editor toolbar and library action menus
- Import button on library page next to Create New
- Provenance display for imported flows in editor
- flowTransfer API client + types

Backend:
- Fix regex->pattern deprecation in export endpoint
- 12 integration tests covering export, import, round-trip,
  access control, tag/category creation, version validation

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* refactor: remove XML export, JSON-only for .rfflow files

- Remove XML builder, format query param, and XML tests
- Simplify ExportFlowModal (no format picker)
- Simplify rfflowParser (JSON-only)
- Remove format field from schemas and types

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: match Flow Assist chat input to AI Assistant styling + strengthen one-question prompt

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add procedural flow support to AI chat builder (Flow Assist)

- Add procedural-specific system prompts (schema, interview protocol, response format)
- Dispatch prompts by flow_type: procedural/maintenance use flat steps schema, troubleshooting uses decision tree schema
- Parse [STEPS_UPDATE] and [INTAKE_FORM] markers in AI responses
- Add validate_generated_procedural_steps() validator
- Handle intake form extraction in AI chat import endpoint
- Add StaticStepsPreview component for procedural flow preview
- Update store and page to render correct preview by flow type

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add flow type selection to Flow Assist entry points

- CreateFlowDropdown now shows "Build with Flow Assist" under each flow type
- Library page "Flow Assist" button respects current type filter
- Clean up unused AIFlowBuilderModal references

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* docs: update CLAUDE.md with AI chat builder and intake form learnings

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: refine assistant chat prompt for concise answers and focused questions

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: switch AI provider to Claude Sonnet 4.6 + add shift+enter hint to chat inputs

- Default AI_PROVIDER changed from gemini to anthropic
- AI_MODEL and AI_MODEL_ANTHROPIC updated to claude-sonnet-4-6
- Added "Shift + Enter for a new line" hint below all chat textareas

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* docs: update CLAUDE.md with AI provider and chat input learnings

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* docs: add editor-embedded Flow Assist design document

Design for replacing the standalone /ai/chat page with context-aware
AI side panels embedded in each editor (Troubleshooting + Procedural).
Covers ghost node suggestion system, output-based thresholds,
config-driven model routing, knowledge integration, and per-flow
chat persistence.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* docs: add editor-embedded Flow Assist implementation plan

25-task plan across 9 phases covering backend foundation, frontend
infrastructure, tree/procedural editor integration, AI-assisted create,
old code removal, action-type dispatch, suggestion audit trail, and
build verification.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: use actual root node ID in orphan validation check

AI-generated trees use descriptive IDs (e.g., "verify-account-exists")
instead of "root", causing the root node to be falsely flagged as orphaned.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add config-driven AI model tier routing

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: extend AI chat session with tree_id and archived_at

Add tree_id FK (CASCADE) for editor-embedded sessions and archived_at
timestamp column to ai_chat_sessions table.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add AI suggestion audit trail table

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add action_type and focal_node_id to AI chat message API

- Add VALID_ACTION_TYPES literal and action_type/focal_node_id fields to
  AIChatMessageRequest schema
- Add tree_id field to AIChatStartRequest schema for editor-embedded sessions
- Update send_message() signature with action_type and focal_node_id params
- Update start_chat_session() signature with tree_id param
- Pass new params through endpoints to service functions
- All new params have defaults so existing behavior is unchanged

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: route AI model selection through action-type config

Update get_ai_provider() to accept an optional model override parameter
(applied only to AnthropicProvider; Gemini always uses its own model).
Thread action_type-based model resolution through send_message() and
generate_final_tree() in the AI chat service.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add TypeScript types for editor-embedded AI

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add shared ContextMenu component

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add useEditorAI hook and editorAI API client

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add EditorAIPanel component with Chat and Suggestions tabs

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: integrate AI panel, context menu, and ghost nodes in tree editor

- Add AI Assist panel toggle button to tree editor toolbar
- Wire EditorAIPanel alongside TreeEditorLayout with single-panel rule
- Thread onNodeContextMenu through TreeEditorLayout → FlowCanvas → FlowCanvasNode
- Add right-click context menu with Generate Branch, Explain Node, Delete actions
- Add ghost node detection (_suggestion flag) with dashed border + opacity styling
- Add Accept/Dismiss overlay buttons on ghost nodes for future suggestion handling

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: integrate AI panel, context menu, and ghost steps in procedural editor

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add AI prompt dialog and wire into CreateFlowDropdown

Replace navigation to /ai/chat with an inline AIPromptDialog modal
that collects a single prompt, generates a flow via the editor AI API,
imports it, and navigates to the editor with the AI panel open.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: add glassmorphism to AI prompt dialog + maintenance Flow Assist button

- Use .glass-card-static on AIPromptDialog card for consistent design system
- Add "Build with Flow Assist" button to maintenance section in CreateFlowDropdown

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* refactor: remove standalone Flow Assist page and old AI chat components

Remove the old /ai/chat page, AI wizard modal, and all associated
components/stores/types now replaced by the editor-embedded AI panel.

Deleted:
- AIChatBuilderPage, ai-chat/ components, aiChatStore, aiChat API, ai-chat types
- AIFlowBuilderModal, ai-builder/ components, aiFlowBuilderStore

Cleaned up:
- Router (removed /ai/chat route)
- Sidebar (removed Flow Assist nav item)
- MyTreesPage (removed AI builder modal and button)
- TreeLibraryPage (removed Flow Assist button)
- API and type barrel exports

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add delta response parsing and action-type prompt dispatch

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add AI suggestion audit trail endpoints

Create/list/resolve endpoints for tracking AI-applied changes to flows.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add APScheduler task to auto-archive stale AI chat sessions

Archives AI chat sessions with no activity for 30 days, runs daily at 3 AM.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* docs: update project status for editor-embedded Flow Assist

- Add Editor-Embedded Flow Assist to CURRENT-STATE.md in-progress items
- Update CLAUDE.md: fix stale lessons (#41, #46), add new patterns (#47 editor AI architecture, #48 orphan validation)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: use correct model alias in AI_MODEL_TIERS standard tier

The dated model ID `claude-sonnet-4-6-20250514` was causing 502 errors.
Use the alias `claude-sonnet-4-6` which matches AI_MODEL_ANTHROPIC.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: send live flow context to AI Assist for full editor awareness

The AI panel now sends the current tree structure (troubleshooting) or
steps + intake form (procedural/maintenance) with each message. This
gives the AI full visibility into node details, questions, descriptions,
options, and intake form fields — not just the node ID.

- Backend: add flow_context param to schema, endpoint, and service
- Frontend: add getFlowContext callback to useEditorAI hook
- TreeEditorPage: passes treeStructure as flow context
- ProceduralEditorPage: passes steps + intakeForm as flow context

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: include flow name and description in AI Assist context

Both editors now send name and description alongside the flow structure,
so the AI can reference what the flow is about when responding.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: increase AI timeout to 120s and limit retries to 1

The 45s timeout was too short for generation tasks with full flow
context in the system prompt. The Anthropic SDK's default 2 retries
caused requests to hang for ~136s before failing. Now: 120s timeout
with max 1 retry = faster failure if it does timeout.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: wire AI-generated flow structures into editor stores

The useEditorAI hook was ignoring result.working_tree from AI responses,
so generated steps/trees never appeared in the editor. Now:
- useEditorAI calls onFlowUpdate when working_tree is present in response
- ProceduralEditorPage handles steps + intake form updates via replaceSteps
- TreeEditorPage handles tree structure updates via replaceTreeStructure
- Both stores have new bulk-replace methods for AI integration

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* docs: add lessons learned for full-stack integration, Anthropic retries, model tiers

#49 Always verify frontend consumes backend response fields
#50 Anthropic SDK max_retries=1 to avoid 3× timeout
#51 AI model tier routing via settings.get_model_for_action()

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: move AI Assist panel to full-height side layout in both editors

The AI panel was nested inside the content area, only spanning the
step list / canvas section. Now it sits at the outermost flex level,
spanning the full page height alongside all content (toolbar,
collapsible sections, steps/canvas). This prevents the panel from
overlapping content and lets the editor area properly shrink.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: AI Assist panel as fixed right drawer (matching Copilot/Scratchpad)

Convert EditorAIPanel from in-flow flex child to fixed right-side drawer
overlay, same pattern as CopilotPanel and ScratchpadSidebar. The panel
is fixed at right:0 spanning full viewport height, and editor pages add
pr-[380px] padding when open so content shifts left without overlap.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: AI Assist panel sits below topbar with slide-in animation

- Panel now uses top:56px to sit below the app shell topbar instead of
  covering it (matches the main-content grid cell area)
- Added slideInRight CSS animation for smooth drawer entrance
- Editor pages use dynamic paddingRight via PANEL_WIDTH constant
- ChatTab upgraded: markdown rendering, CopilotPanel-style message
  bubbles, auto-focus input, Shift+Enter hint
- All borders use --glass-border for consistent glassmorphism

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: AI Assist panel as in-flow flex sibling (not fixed/overlay)

Replace fixed positioning with in-flow flex layout. The outermost div
is now a horizontal flex row: content column (flex-1 min-w-0) + panel
(w-[380px] shrink-0). When the panel opens, the content column
automatically shrinks — no padding hacks or z-index stacking needed.
This guarantees the content shifts left and stays fully visible.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: AI Copilot panel as in-flow flex sibling in session navigation pages

Changed CopilotPanel from fixed overlay to flex layout sibling so it
pushes main content instead of covering it during active sessions.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* docs: remove duplicate CLAUDE.md lessons #47-48

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-07 15:51:37 -05:00
chihlasm
4d2c4930fd feat: Slate & Ice Modern aesthetic redesign (#94) 
* chore: update Google Fonts to Bricolage Grotesque, IBM Plex Sans, JetBrains Mono

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* chore: update Tailwind config to Slate & Ice theme colors and fonts

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: update CSS variables and glass-card utilities for Slate & Ice theme

- Replace all color variables with Slate & Ice palette
- Add glass system vars (--glass-bg, --glass-blur, --shadow-float)
- Replace legacy glass-card with new variable-driven glass classes
- Add breatheGlow, bellWobble, slideDown, fadeInRight keyframes
- Update font references to IBM Plex Sans and Bricolage Grotesque

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: recolor BrandLogo to cyan gradient, split BrandWordmark for gradient Flow text

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: update TopBar with glassmorphism backdrop and cyan accent styling

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: update Sidebar with glassmorphism backdrop

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add ambient atmosphere gradient orbs behind app shell

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: update QuickStats and SessionsPanel with glass-card styling

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add WeeklyCalendar, QuickActions, OpenSessions, RecentActivity dashboard components

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: redesign dashboard layout with calendar, open sessions, and glass-card panels

New layout: greeting → calendar+actions → sessions+stats → activity
Replaces old QuickStats and SessionsPanel with new dashboard components

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: replace remaining purple hex references with ice-cyan accent

Sweep of hardcoded purple hex values (#818cf8, #6366f1) replaced with
new cyan accent (#06b6d4) in QuickActions, RecentActivity, QuickLaunch,
and SVG brand assets.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* docs: update CLAUDE.md branding and design system for Slate & Ice Modern

Updated Last Updated date, branding section (fonts, colors, glass
utilities, atmosphere orbs), component styling rules, and Design System
section to reflect the new ice-cyan glassmorphism theme.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* docs: add Slate & Ice Modern design doc and implementation plan

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: redesign login page with Slate & Ice Modern design system

Apply glassmorphism styling, atmosphere orbs, branded wordmark, and
consistent design tokens to match the updated app shell aesthetic.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: raise TopBar z-index so profile dropdown renders above main content

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add AI assistant with in-session copilot and standalone chat with RAG

Implements three-phase AI assistant feature:
- Phase 0: RAG infrastructure with pgvector embeddings, Voyage AI integration,
  tree chunking service, and semantic search over team's flow library
- Phase 1: In-session copilot panel during flow navigation with contextual
  AI help, current step awareness, and suggested related flows
- Phase 2: Standalone AI chat page with persistent conversation history,
  pin/delete, and configurable retention policies (account-level)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add account management, email verification, AI fixes, and user guides

- Profile settings, account transfer, delete/leave account flows
- Email verification with JWT tokens and Resend integration
- AI assistant/copilot fixes: markdown rendering, shared RAG helpers,
  token tracking, input refocus, model_validate usage
- User guides hub + detail pages with 13 topic guides
- Sidebar and top bar navigation for guides

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: prevent stale chunk errors after deployments

- Set Cache-Control no-cache on index.html in nginx so browsers always
  fetch fresh chunk references after a deploy
- Auto-reload on chunk load failures (stale deploy detection) with
  loop prevention via sessionStorage
- Show friendly "App Updated" message if auto-reload doesn't resolve it

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add email verification toggle to admin settings

Adds platform-level toggle to enable/disable email verification.
When disabled, the verification banner is hidden and the send
endpoint returns 403.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-04 20:44:25 -05:00
chihlasm
2196886cd2 feat: rename AI builder to "Flow Assist" and add sidebar nav item 
- Rename all "Build with AI" labels to "Flow Assist"
- Update CreateFlowDropdown description to "AI-powered flow builder"
- Add Flow Assist nav item with Sparkles icon to sidebar (both
  expanded and collapsed states)
- Update AIFlowBuilderModal titles for consistency

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-02-28 10:55:51 -05:00
chihlasm
97cd297f46 feat: AI-assisted flow builder with 4-stage wizard (#87) 
* feat: AI-assisted flow builder with 4-stage wizard

Implements the complete AI flow builder feature using a guided 4-stage
wizard (Foundation → Scaffold → Branch Detail → Review & Assemble).
AI assists at bounded points using Claude Haiku for cost-efficient
structured JSON generation (~$0.01-0.03/flow).

Backend: new models (ai_conversations, ai_usage), Alembic migration,
quota enforcement with billing anchor, Anthropic API integration with
prompt caching, tree validation, conversation CRUD with 24h TTL,
APScheduler cleanup job, 5 API endpoints, Pydantic schemas.

Frontend: TypeScript types, API client, Zustand store for wizard state,
7 components (modal, step indicator, foundation form, branch selector,
branch detail view, tree preview, quota display), MyTreesPage integration
with "Build with AI" button (hidden when AI not configured).

Tests: 14 validator unit tests + 11 endpoint integration tests with
mocked Anthropic (zero real API spend). All 25 tests passing.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* docs: dashboard design doc and implementation plan

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: Phase 1 — pinnedFlowsStore, pagination hook, cached quota hook, sidebar refactor

- Add pin() to pinnedFlowsApi
- Create pinnedFlowsStore (Zustand) — single source of truth for pin state
- Add dashboardMyFlowsView preference to userPreferencesStore
- Create usePaginationParams hook (URL-synced)
- Create useCachedQuota hook (5-min TTL)
- Sidebar uses pinnedFlowsStore instead of local state

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: Phase 2 — pin/favorite buttons on all library view components

- TreeGridView: star in top-right corner of cards
- TreeListView: star at end of each row
- TreeTableView: dedicated leftmost Favorite column
- All with proper a11y (aria-label), event isolation, loading states

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: Phase 3 — Library page create dropdown + AI Builder + pin wiring

- Replace single Create link with dropdown menu (3 flow types + AI Builder)
- Wire pinnedFlowsStore to all view components
- AI Builder modal integration via useCachedQuota hook

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: Phase 4 — Dashboard refactor with Favorites grid + paginated My Flows

- Favorites section: compact grid from pinnedFlowsStore, max 2 rows, expandable
- My Flows: author_id filter, URL-synced pagination (10/25/50/All)
- View toggle (grid/list/table) with independent preference
- Skeleton loaders, empty states with CTAs
- Create dropdown with AI Builder option
- 500-item ceiling for "Show All" mode

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: Phase 5 — Sidebar pinned section dual collapse + show more/less

- Header collapse hides entire section, resets to 5 items on re-expand
- List truncation: show first 5, "Show more (N)" expands to all
- Clicking a flow auto-collapses back to 5
- Smooth max-height CSS transition (250ms ease-out)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: stabilize usePaginationParams to prevent infinite re-render loop

allowedPageSizes array was recreated every render as a useMemo dep,
causing infinite updates. Use useRef to stabilize the reference.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: remove Set-based Zustand selectors causing infinite re-render loop

Zustand selectors returning new Set() on every call fail Object.is
equality check, triggering continuous re-renders. Replaced with
useMemo-derived Sets in consuming components.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: pin route ordering and star icon overlap in grid view

Move GET /pinned and PATCH /pinned/reorder before GET /{tree_id} to
prevent FastAPI from matching "pinned" as a UUID path parameter (422).
Relocate star button from absolute positioning into the header row to
avoid overlapping privacy icons and category badges.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: code review fixes — date calc, input validation, rate limits, shared components

- Fix monthly_reset_at crash when billing anchor day exceeds next month's length
- Add environment_tags sanitization (max 20 tags, 100 chars each) to prevent prompt injection
- Add @limiter.limit("10/minute") rate limiting to all AI endpoints
- Use getTreeNavigatePath() routing helper instead of hardcoded paths
- Extract shared CreateFlowDropdown component from QuickStartPage and TreeLibraryPage
- Clear useCachedQuota on logout to prevent stale data across user sessions
- Add useRef guard to scaffold useEffect to prevent potential double-fire
- Use node.id as React key instead of array index in BranchDetailView
- Remove redundant dead logic in ai_tree_validator

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: correct Anthropic model ID to full dated version

claude-haiku-4-5 is not a valid model alias — Anthropic requires the
full dated model ID claude-haiku-4-5-20251001.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: strip markdown code fences from AI JSON responses

Haiku sometimes wraps its JSON in ```json ... ``` despite the prompt
instructing otherwise. Strip fences before parsing to avoid JSONDecodeError
at char 0.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: increase branch_detail max_tokens to 8192 and add response logging

Truncated output at 4096 tokens produces invalid JSON mid-generation.
Also logs stop_reason and output_tokens per attempt to diagnose failures.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: pass explicit status='draft' when creating AI-generated flow

Tree model defaults to 'published' in the DB schema, but passing status=None
from the constructor overrides that default, causing a nullable=False violation
and a 500 on save.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: auto-advance branch detail and pin navigation bar

- Auto-advance to next undetailed branch after generation completes,
  using a useEffect that watches the count of detailed branches
- Cap tree preview at max-h-48 with internal scroll so the nav bar
  is never pushed off screen
- Make nav bar sticky bottom-0 with bg-card so it stays visible
  regardless of content height

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: increase branch retries to 3 and relax cross-reference validation on final attempt

next_node_id mismatches are a common model hallucination that the retry
prompt doesn't reliably fix. On the final (3rd) attempt, accept the branch
with strict=False so only truly fatal errors (missing fields, dead ends,
bad JSON) cause a hard failure. Cross-reference issues are minor and
fixable in the tree editor.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: strengthen prompt to prevent next_node_id mismatches, keep strict validation

Rather than lowering the validation bar, improve the system prompt:
- Rule 6 now explicitly states next_node_id must match a direct child's id
- Added rule 10: build tree bottom-up to avoid forward-reference errors
- Corrective prompt now calls out the ID mismatch constraint specifically

Reverts the strict=False fallback — flows must be correct before saving.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: persist branch viewing index in store to survive phase remounts

Local useState resets to 0 every time phase transitions from 'generating'
back to 'detailing', causing the view to snap back to branch 1.

Move viewingIndex to store's currentBranchIndex (already existed) and
advance it in generateBranchDetail after success. Component reads from
store so remounts no longer lose position.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: correct publish validation to check title instead of action/solution fields

The publish validator was checking for an 'action' field on action nodes
and a 'solution' field on solution nodes, but the actual node schema
(confirmed from seed data and frontend types) uses 'title'/'description'.
This caused all AI-generated trees to fail publish validation.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: correct action node schema and improve AI flow quality

- Fix action nodes to use next_node_id (not children) for continuation,
  matching how TreeNavigationPage.tsx navigates action nodes
- Validator now requires next_node_id on all action nodes and flags
  missing ones as broken dead ends
- Update _check_branch_termination: action nodes are not dead ends since
  they continue via next_node_id (validated separately)
- Improve scaffold prompt: branch names must describe observable symptoms
  users can self-identify, not internal category names
- Update branch_detail prompt with clearer action node schema, corrected
  few-shot example showing proper next_node_id on action nodes
- Improve assemble_tree root question to be more user-facing

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* docs: add AI flow builder gotchas to CLAUDE.md (#23-25)

- Action nodes use next_node_id (not children) for navigation
- Anthropic model IDs require full dated version string
- Claude API may wrap JSON in markdown fences

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: resolve CI lint errors and httpx dependency conflict

- Fix httpx version conflict: requirements-dev.txt now uses >=0.27.0 to match requirements.txt
- Extract CSAT helper functions to csatUtils.ts to fix react-refresh/only-export-components
- Remove default export from admin/EmptyState.tsx shim (same rule)
- Fix empty catch block in Modal.tsx (no-empty)
- Add eslint-disable comments for intentional setState-in-effect patterns in
  FlowAnalyticsPanel, QuickLaunch, NodeEditorPanel, useCachedQuota,
  MyAnalyticsPage, TeamAnalyticsPage
- Add eslint-disable comments for intentional _children destructure in NodeEditorPanel
- Fix _parentId unused var in useTreeLayout.ts
- Rewrite usePaginationParams.ts to avoid reading refs during render

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: update tests to match action node schema (next_node_id, not children)

- Update _make_valid_tree() in test_ai_tree_validator to use next_node_id
  on action nodes (solution is a sibling, not a child)
- Fix test_dead_end_action_node → test_dead_end_decision_node (action nodes
  don't have child-based dead ends; dead ends are decision nodes with no children)
- Add test_action_missing_next_node_id for the new validation rule
- Update BRANCH_DETAIL_JSON in test_ai_endpoints to use next_node_id pattern
- Update test_draft_trees.py to use "title" field for action/solution nodes
  (tree_validation.py was updated this branch to require "title" not "action"/"solution")

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: update remaining tests and session_to_tree for title field rename

- test_tree_validation.py: replace "action"/"solution" content fields with "title"
- test_procedural_flows.py: update solution node fixtures to use "title"
- test_save_session_as_tree.py: update fixtures and assertions for "title" field
- session_to_tree.py: generate "title" instead of "action"/"solution" on converted nodes;
  fall back to legacy field names when reading from old tree snapshots for compatibility

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
 2026-02-23 00:03:54 -05:00
chihlasm
aef40078d0 fix: UX deep dive — 28 fixes across authoring, navigation, consistency, and cleanup (#86) 
* fix: tree editor authoring blockers - scroll trap, form density, branching hint

- Replace fixed viewport height with flex layout in NodeEditorPanel
- Make footer sticky so Save/Cancel always reachable
- Compact root node banner to single-line with InfoTip tooltip
- Reduce resolution note from callout box to inline text
- Add answer-first branching hint below options label

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: broken functionality - auth errors, toast logic, role update, routing, step library

- Extract backend error detail in auth store login/register
- Fix inverted 4xx toast logic and add 429 rate limit handling
- Send account_role field to match backend schema in role update
- Use type-aware routing for Repeat Last Session button
- Add step library placeholder page and route, remove dot badge

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: navigation correctness - back buttons, exit dialog, dedup nav, redirects

- Standardize all procedural back/exit paths to /trees (not /my-trees)
- Add exit button with ConfirmDialog to procedural session top bar
- Consolidate duplicate account links in sidebar and topbar
- Auto-redirect non-owners to personal analytics
- Add toast feedback before silent permission redirects in tree editor
- Delete orphaned AdminCategoriesPage

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* refactor: shared components, ConfirmDialog migration, pinned flow fixes

- Create shared Spinner component with sm/md/lg sizes
- Migrate 13 page-level spinners to shared Spinner
- Promote EmptyState to shared component, adopt in MyShares and SessionHistory
- Replace window.confirm with ConfirmDialog in 3 files
- Fix PinnedFlow.tree_type to include maintenance, update emoji display
- Verify sidebar unpin handler already correct (no-op)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: visual consistency - toasts, typography, focus rings, container padding

- Remove richColors from Sonner toasts, limit stacking to 3
- Add font-heading to all page H1s (7 files)
- Add font-label (Outfit) to TagBadges component
- Fix focus ring tokens on analytics pages
- Replace deprecated glass-stat with design system tokens
- Standardize container padding on analytics pages

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: backend alignment - remove drafts toggle, clean dead code, truncation indicator

- Remove non-functional drafts toggle and clean TreeFilters type
- Fix AccountInvite type to match backend schema
- Remove dead API methods: pinnedFlows.pin/reorder, trees.getSharedTree
- Remove unused types: SessionListResponse, RatingCreate.is_verified_use
- Add session list truncation indicator with size=51 lookahead

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: remove bg-black from PageLoader and RouteError, fix PageLoader height

PageLoader used h-screen inside a grid cell, causing it to overflow.
Changed to h-full so it fits within the main-content area. Removed
bg-black from both PageLoader and RouteError in favor of theme-aware
bg-background to prevent black flash during lazy loading.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: guard against Pydantic validation error objects in toast/error messages

FastAPI returns `detail` as an array of objects for 422 validation errors,
not a string. Passing these objects to toast.error() or rendering them in
JSX crashes React with Error #31 ("Objects are not valid as a React child").
Now checks typeof detail === 'string' before using it.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: toast styling, node editor first-click, action node placeholder pattern

1. Toast fixes: Add theme="dark" to Sonner, use !important CSS overrides
   instead of zero-specificity :where() selectors, suppress noisy 4xx
   global toasts (pages handle their own errors)

2. Node editor first-click: Add node.type to draft initialization
   useEffect deps so draft resets when answer stub converts to real type

3. Action node redesign: Remove NodePicker dropdown, auto-create answer
   placeholder on save (matching decision node pattern). Users click the
   placeholder on canvas to choose type and fill in details.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: auto-seed test users when release command fails on PR envs

The background seeder now creates users directly via DB if login fails,
instead of silently aborting. This handles Railway PR environments where
the releaseCommand may not execute properly.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: remove categories/tags from sidebar to prevent footer clipping

Categories and Tags sections were pushing Feedback, Account, and
Collapse off-screen when All Flows expanded its children. These
filters already exist on the TreeLibraryPage, so the sidebar
duplicates were removed.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
 2026-02-19 22:10:47 -05:00
chihlasm
cd19005831 feat: add feedback route, sidebar nav item, and account link card 
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-02-18 17:59:33 -05:00
chihlasm
fad9646ed3 fix: prevent sidebar wheel from blocking tree library scrolling 2026-02-17 21:06:56 -05:00
chihlasm
8441a8dbaf feat: maintenance flows frontend foundation - types, API clients, sidebar, library filter 
- Add maintenance.ts types: TargetEntry, TargetList, MaintenanceSchedule, BatchLaunch
- Add targetListsApi and maintenanceSchedulesApi/batchLaunchApi clients
- Extend TreeType union with 'maintenance' in tree.ts
- Update getTreeNavigatePath/getTreeEditorPath in routing.ts for maintenance
- Sidebar: track maintenance count and add Maintenance sub-nav item
- TreeLibraryPage: add maintenance to typeFilter state, URL sync, and tab buttons
- TreeGridView, TreeListView, TreeTableView: add amber Wrench maintenance badge

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
 2026-02-17 14:06:36 -05:00
chihlasm
bd12ced5ee feat: analytics dashboards & two-tier feedback system (#78) 
* docs: add analytics & user feedback design document

Covers team analytics, personal analytics, flow analytics,
step-level thumbs up/down feedback, and flow CSAT ratings.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* docs: add analytics & feedback implementation plan

12-task TDD plan covering session ratings, step feedback,
team/personal/flow analytics endpoints, and frontend pages.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add session_ratings table and analytics indexes

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add SessionRating model and analytics schemas

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add session CSAT rating endpoint with tests

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add step thumbs feedback and /ratings alias routes

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add team, personal, and flow analytics endpoints

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add recharts, analytics types, and API client

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add inline step thumbs up/down feedback during sessions

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add CSAT rating modal after session completion

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add Team Analytics page with charts and leaderboards

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add Flow Analytics panel with step dropoff and CSAT data

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add My Analytics page with personal stats and charts

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
 2026-02-16 15:23:14 -05:00
chihlasm
fa709faa60 feat: UI design system - sidebar layout, workspace system, and shell redesign (#77) 
* feat: add workspace system and sidebar layout (UI design system Phase A+B)

Backend: Workspace model, migration (036), schemas, CRUD API endpoints.
Adds workspace_id to trees and categories, seeds 4 default workspaces
per account, auto-assigns existing trees by tree_type.

Frontend: Complete AppLayout rewrite from top-nav to CSS Grid shell
with persistent sidebar + topbar. New components: WorkspaceSwitcher,
NavItem, CategoryList, TagCloud, TopBar, Sidebar. Dashboard components:
QuickStats, FiltersBar, SectionGroup, TreeListItem, SessionsPanel.
WorkspaceStore with localStorage persistence.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add command palette search, dashboard rewrite, and shell height fixes (Phase C)

- Add ⌘K command palette with debounced search across flows and sessions
- Rewrite QuickStartPage as dashboard with stats, filters, sessions panel
- Fix h-[calc(100vh-4rem)] → h-full across all pages for CSS Grid shell
- Add active session count badge to sidebar Sessions nav item

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add sidebar collapse, category/tag filtering, and workspace CRUD (Phase D)

- Sidebar collapse/expand toggle with icon-only rail mode (persisted)
- Sidebar category/tag clicks navigate to /trees with URL params
- TreeLibraryPage syncs filters from URL search params bidirectionally
- Workspace create modal with icon picker and auto-slug generation
- TopBar logo adapts to collapsed sidebar state

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add Quick Launch modal with actions and recent flows

- Zap button opens Quick Launch with create/navigate shortcuts
- Shows recent flows for quick session start
- Keyboard navigation support (arrows + enter)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add activity notifications panel with session feed

- Bell icon shows dot indicator for recent activity
- Dropdown panel shows recent sessions with status icons
- Links to session detail and sessions list page

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: remove workspace system, add pinned flows and label renames

Replace workspace system with pinned flows API (pin/unpin/list/reorder).
Rename user-facing labels: Tree→Flow, Procedure→Project. Add sidebar
nav sub-items for flow type filtering. Remove 11 workspace files,
add migrations 037-038, clean all workspace references.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: collapsed sidebar layout scaling and toggle button size

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* refactor: migrate auth pages to new design system

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* refactor: migrate TreeLibraryPage to new design system

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* refactor: migrate session pages to new design system

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* refactor: migrate TreeEditorPage to new design system

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* refactor: migrate TreeNavigationPage to new design system

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* refactor: migrate session sharing components to new design system

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* chore: remove workspace dropdown animation (dead code)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* refactor: migrate common components to new design system

Migrate 15 components from monochrome glass-card design to purple gradient
accent design system tokens (bg-card, border-border, text-foreground,
bg-gradient-brand, etc.)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* refactor: migrate procedural and step library components to new design system

Migrate 10 components from monochrome glass-card design to purple gradient
accent design system tokens.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* refactor: migrate admin pages and components to new design system

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* refactor: migrate remaining pages to new design system

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* refactor: migrate remaining components to new design system

Migrates 38 files: tree-editor forms, session modals, step library,
common components, library views, tree preview, and misc UI to use
design tokens (bg-card, border-border, text-foreground, bg-accent,
bg-gradient-brand) replacing old monochrome patterns.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: keep brand text visible on sidebar collapse, hide sub-items until hover

- TopBar: always show "ResolutionFlow" text regardless of sidebar state
- NavItem: sub-items (Troubleshooting, Projects) hidden by default,
  revealed on hover or when a child route is active

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

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Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
 2026-02-15 22:45:19 -05:00