4d2c4930fd2cd7c2f99151b780b1479ac3bfc451
16 Commits
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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> |
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e6a0c0549b |
feat: Step Library sync + service account for default tree ownership
* 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> |
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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> |
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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> |
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9462d8b15a |
feat: procedural editor redesign with collapsible sections and DnD (#84)
* docs: add procedural/maintenance editor redesign design Collapsible sections, fixed-height layout, drag-to-reorder steps, maintenance schedule section, and step list UX improvements. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * docs: add procedural editor redesign implementation plan 7 tasks across 7 phases: collapsible sections, fixed-height layout, step list improvements, drag-to-reorder, maintenance schedule section. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: restructure procedural editor with collapsible sections and fixed-height layout Convert scrolling document layout to fixed-height editor with accordion-mode collapsible sections for Details and Intake Form. Step list now gets all remaining height with independent scrolling. Add CollapsibleEditorSection component with ARIA attributes (aria-expanded, aria-controls). Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add step count with time estimate header and auto-scroll to new steps Remove outer card wrapper from StepList (now rendered in scrolling container). Header shows total estimated minutes when steps have time estimates. Auto-scrolls to newly added steps using ref + scrollIntoView. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add drag-to-reorder steps with @dnd-kit Wrap step list in DndContext + SortableContext. Each step/section header gets a SortableStepWrapper with useSortable. Drag handles have accessible labels and keyboard support. procedure_end stays non-draggable and always last. Expanded steps are disabled for dragging. Array-index reorder only. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add MaintenanceScheduleSection with schedule builder and summary Schedule draft state is local UI only (not in store). Hydrates form from existing schedule on load. Includes getScheduleSummary helper for collapsed section display. Two-stage save: tree first, schedule second. Schedule failure shows actionable error without rolling back tree save. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: wire maintenance schedule section into procedural editor Add collapsible Schedule section for maintenance flows with accordion integration. Schedule summary shows frequency, time, and target count when collapsed. New maintenance flows default to schedule section expanded. Two-stage save preserved: tree saved first, schedule managed independently. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: resolve lint issues in maintenance schedule and editor page Move getScheduleSummary to scheduleUtils.ts to satisfy react-refresh only-export-components rule. Add onScheduleLoaded to useEffect deps. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * docs: add design and implementation revision documents Revision docs correct original plans: schedule persistence via API endpoints (not tree_structure), array-index reorder (no display_order), store minimum-one-step invariant, accordion mode, ARIA requirements, and two-stage save orchestration with failure handling. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: auto-seed PR environments with SEED_ON_DEPLOY flag Release command now runs migrations + seeds test users when SEED_ON_DEPLOY=true. Tree seeding runs as a background task on startup via HTTP API. Everything is idempotent and non-fatal. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: add httpx to requirements for PR environment seeding Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: seed all flow types (v2, procedural, maintenance) on deploy Runs seed_trees, seed_trees_v2, seed_procedural_flows, and seed_maintenance_flows sequentially as background tasks when SEED_ON_DEPLOY=true. Each script failure is non-fatal. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * chore: trigger redeploy for full seed Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com> |
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5abff028bc |
feat: APScheduler integration for maintenance flow auto-session creation
- Add backend/app/core/scheduler.py with AsyncIOScheduler, CronTrigger-based job registration, and _fire_maintenance_schedule to create batch sessions - Wire scheduler.start()/load_all_schedules()/shutdown() into main.py lifespan - Call register_schedule() in create_schedule endpoint after commit - Call register_schedule()/unregister_schedule() in update_schedule based on is_active - Add TreeShare to models/__init__.py so all SQLAlchemy mapper relationships resolve before ORM queries in the scheduler context Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com> |
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303570ca2c |
feat: add sensitive data redaction to export (Phase C)
Server-side regex redaction masks IPs, emails, bearer/API tokens, and UNC paths in exported session content. Redaction runs post-generation and post-variable-resolution with fail-closed error handling. Frontend gets a "Mask Sensitive Data" toggle in the export preview modal with a summary of what was redacted. 24 unit tests passing, frontend build clean. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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94ec19cf07 |
fix: only register debug endpoint when DEBUG=True
The /debug/cors endpoint is now conditionally registered, preventing information leakage about CORS configuration in production. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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71ba0b95a5 |
fix: high-severity security hardening (Phase B permissions audit)
Phase B addresses 7 high-severity gaps from the permissions audit: - B1: Enforce tree access check on session start via can_access_tree - B2: Replace all inline permission helpers with centralized permissions.py - B3: Fix require_engineer_or_admin to check is_team_admin before role - B4: Add is_active field on User with enforcement in get_current_active_user - B5: Add admin user management endpoints (list, get, role, team-admin, deactivate, activate) - B6: Add rate limiting on auth/invite endpoints via slowapi (disabled in DEBUG) - B7: Implement refresh token rotation with JTI-based revocation and meaningful logout Also reduces access token TTL from 15 to 5 minutes and updates CLAUDE.md with SaaS/MSP context for future planning sessions. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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83df48291a |
feat: Complete backend and docs rebrand from Patherly to ResolutionFlow
Update APP_NAME, OpenAPI metadata, log messages, root endpoint response, model docstrings, seed script comments, README heading, and CLAUDE.md branding references. Frontend rebrand was completed in PR #26; this covers everything else. Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com> |
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d1201cc584 |
Fix CORS to include allowed_origins when using Railway regex
The CORS middleware was only using the regex pattern for *.up.railway.app when ALLOW_RAILWAY_ORIGINS was enabled, ignoring the explicit allowed_origins list that includes custom domains like app.patherly.com. Now includes both allow_origins and allow_origin_regex so custom domains work alongside Railway PR environments. Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com> |
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7803dc4522 |
Add step library foundation and user preferences (#24)
## Summary Implements Phase 2.5 Step Library Foundation: ### Issues Completed - #3 User Preferences - export format default setting - #5 Step Categories - database table and seed data - #6 Step Library - database schema and migrations - #7 Step Library - CRUD API endpoints - #8 Step Library - rating and review system ### Changes **Backend:** - Migration 007: step_categories table with 10 seeded global categories - Migration 008: step_library, step_ratings, step_usage_log tables - Full CRUD API for step categories (/api/v1/step-categories) - Full CRUD API for step library (/api/v1/steps) with search, filters, ratings - CORS support for Railway PR environments (ALLOW_RAILWAY_ORIGINS) **Frontend:** - User preferences store (Zustand + localStorage) - Settings page at /settings with export format dropdown - Default export format applied in SessionDetailPage ### Testing - Tested in Railway PR environment - Database seeded with 7 MSP troubleshooting trees - All API endpoints verified working |
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f6bc4b0e40 |
Add Railway deployment configuration
- Add Dockerfiles for backend (FastAPI) and frontend (nginx) - Add railway.toml configs with health checks - Add .dockerignore files for optimized builds - Update config.py to auto-convert Railway DATABASE_URL format - Add FRONTEND_URL env var for production CORS Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com> |
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06cc83e3fe | Rebrand: Rename project from Apoklisis to Patherly | ||
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7d96807fb1 |
Add production logging, datetime fixes, and session tests
DateTime Timezone Handling (Critical Bug Fix): - Updated all models to use DateTime(timezone=True) for PostgreSQL - Changed datetime defaults to lambda: datetime.now(timezone.utc) - Fixed mixing of timezone-aware and timezone-naive datetime objects - Resolved Internal Server Errors in session completion endpoint - Affected models: User, Team, Tree, Session, Attachment Production Logging System: - Created logging_config.py with structured logging setup - Added log rotation (10MB files, 10 backups) for production - Implemented RequestLoggingMiddleware with correlation IDs - Added ErrorLoggingMiddleware for comprehensive error tracking - Integrated logging into main.py application startup - Supports dev/prod modes with appropriate log levels Integration Tests - Session Workflow: - Created test_sessions.py with 12 comprehensive tests - Session lifecycle: create, update, complete - Session export in multiple formats (markdown, text, HTML) - Error handling and authorization checks - Added pytest.ini with coverage configuration - Added requirements-dev.txt with pytest dependencies Following 2026 FastAPI best practices for timezone handling and structured logging. Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com> |
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52e8190211 |
Initial commit: Backend API Phase 1a complete
- FastAPI backend with JWT auth - PostgreSQL database schema - Trees and Sessions CRUD APIs - Export functionality (Markdown, Text, HTML) - Docker setup for local development - Alembic migrations |