- Message bar now fixed-positioned above action bar with full-width
layout (respects both app sidebar and session sidebar)
- Added abandon_session endpoint (POST /ai-sessions/{id}/abandon)
- Added "Close" button to FlowPilot action bar with confirmation dialog
- Session can now be closed without resolving or escalating
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
FlowPilot was jumping straight to script generation without asking if
the user preferred GUI guidance. Now it asks "GUI or script?" first
when a task can be done either way.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Add language column (powershell/bash/python) to script_templates model and schemas
- Seed 'AI Generated' script category via migration 063
- Add mine and shared query params to list_templates endpoint
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Also fix bug in save_to_library: remove invalid 'language' kwarg
passed to ScriptTemplate constructor (column doesn't exist on model).
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Script Builder service with language-specific system prompts (PowerShell, Bash, Python)
- AI-powered script generation with code block extraction and filename detection
- Context window management (last 20 messages) and session message limits
- REST API: CRUD sessions, send messages, save to Script Library
- Rate limiting on message endpoint (10/min), max 5 concurrent sessions per user
- Registered script_build action in AI model tier routing (standard tier)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Users without team_id (solo accounts, pro plans) couldn't see
escalations because the query filtered by team_id which was NULL.
Now falls back to account_id scoping for both the escalation queue
endpoint and the sidebar badge count.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- 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>
User model has 'name', not 'display_name'. Fixed in flowpilot_engine
(escalate notify + pickup briefing) and psa_documentation_service
(engineer name in exported docs).
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
'requesting_escalation' is 23 characters, exceeding the varchar(20)
limit. This caused a StringDataRightTruncationError 500 on escalate.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Prevents InFailedSQLTransaction cascade — when a request fails mid-
transaction, the connection is rolled back before being returned to
the pool, so subsequent requests on the same connection don't inherit
a poisoned transaction state.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
The same model_validate bug existed in link_ticket endpoint (line 467).
Extracted the manual AISessionDetail construction into a shared helper
_build_session_detail() used by both get_session and link_ticket.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Root cause: AISessionDetail.model_validate(session) tried to validate the
ORM relationship 'steps' which has field 'id', but AISessionStepResponse
expects 'step_id'. This caused a Pydantic ValidationError on every session
detail load.
Fix: Construct AISessionDetail manually from ORM fields, passing the
already-built step_responses list directly instead of relying on
model_validate to serialize the ORM steps relationship.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Temporary debug commit — surfaces the actual exception when GET /ai-sessions/{id}
fails with 500, instead of generic "Internal server error" from middleware.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Root cause: Both RequestLoggingMiddleware and ErrorLoggingMiddleware used
BaseHTTPMiddleware and re-raised exceptions. When an exception (like a 401
from auth) was re-raised, the response never flowed back through
CORSMiddleware, so browsers received error responses without CORS headers.
This made 401 errors appear as CORS errors, breaking session resume and
other operations after token expiry.
Fix: Both middlewares now catch exceptions and return JSONResponse objects
(with correct status codes from HTTPException) instead of re-raising. This
ensures responses always flow through CORSMiddleware and receive proper
Access-Control-Allow-Origin headers.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Root cause: embedding generation could break the DB transaction via a failed
SQL statement. The except block caught the Python error but left the transaction
in a failed state. Subsequent queries (_record_usage → subscription lookup)
then failed with InFailedSQLTransactionError.
Fixes:
- session_embedding_service: use begin_nested() savepoint so failures don't
poison the parent transaction
- ai_sessions.py: add db.rollback() before _record_usage in all 3 error
handlers (create, respond, pickup) to recover from broken transactions
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Fix AISession.ticket_id → psa_ticket_id in list_sessions filter query
- Add Gallery nav item (LayoutGrid icon) to AdminSidebar navItems array
- Remove ForeignKey from FileUpload.session_id (Python model) + migration b8d2f4a6c091 to drop DB constraint, allowing column to reference either session type
- Add 400ms debounce on AI session search input in SessionHistoryPage (aiSearchInput state + useRef timeout pattern)
- Show friendly 503 error message in RichTextInput upload error handler (both initial upload and retry paths)
- Add overflow-x-auto to FlowPilotAnalyticsPage tab bar container
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Adds vector-based similar session discovery using the existing Voyage AI
embedding infrastructure and pgvector cosine similarity search.
- New AISessionEmbedding model with vector(1024) column
- session_embedding_service: generate + upsert embeddings, find similar sessions
- Embeddings generated on session create (from problem_summary/domain) and
updated on resolve (adds resolution_summary)
- GET /ai-sessions/{id}/similar endpoint returns top-N similar sessions
- Migration a7c9e3b1f402 creates ai_session_embeddings table
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- POST /uploads: multipart upload with content-type/size validation, per-session limits, S3 storage
- GET /uploads/{id}/url: presigned download URL with account ownership check
- GET /uploads: list uploads for a session
- DELETE /uploads/{id}: delete with ownership enforcement (403 for non-owners)
- Returns 503 gracefully when STORAGE_ENDPOINT is not configured
- 15 integration tests covering auth, validation, 503 behavior, and ownership
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Issue 1: Normalize domain lookup to lowercase on both sides (flow category names and session problem_domain) to fix case-sensitive mismatch in coverage endpoint
- Issue 2: Count distinct ai_session_id (not PsaPostLog.id) in doc_pushed funnel step to avoid inflating counts on retried sessions
- Issue 3: Clamp recency_score to [0.0, 1.0] with min/max to handle negative days_since from future timestamps (clock skew/test data)
- Issue 4: Wrap func.sum(case(...)) results with int() in dashboard endpoint to handle Decimal returns from asyncpg
- Issue 5: Remove dead domain_flow_counts_result query (result fetched but never consumed) to eliminate unnecessary DB round-trip
- Issue 6: Replace select(Tree) with select(Tree.id, Tree.name, Tree.tree_type) in flow-quality endpoint to avoid loading large tree_structure JSONB column
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- In `start_session`: increment `flow.usage_count` and set `flow.last_matched_at`
when a flow is matched to a new session; errors are caught without blocking
- In `resolve_session`: recalculate `flow.success_rate` as (resolved / total)
across all sessions ever matched to the flow after each resolution; errors
are caught without blocking the session close
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Log `note_posted` and `time_entry_posted` activities to `psa_activity_logs`
after each successful PSA push in `psa_documentation_service.py`; errors
are caught and logged without blocking the main push flow
- Add `PsaFunnel`, `PsaDailyTrend`, and `EnhancedPsaMetrics` Pydantic schemas
- Add `GET /analytics/flowpilot/psa-metrics?period=30d` endpoint (team_admin,
rate-limited 15/min) returning time entry totals, push funnel
(sessions → linked → doc pushed → time entry logged), and daily trend
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Add sso_enabled, sso_provider, sso_config (JSONB) columns to Account model
(migration included in branding commit 58e3f27f3e8f)
- Create sso_service.py stub with initiate_sso_login, process_sso_callback,
validate_sso_config — all raise NotImplementedError (Phase 5)
- Add GET /accounts/me/sso endpoint returning enabled status and provider
- Add SSO section in AccountSettingsPage with Enterprise badge and Contact Us link
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Add branding_logo_url, branding_primary_color, branding_company_name columns to Account model
- Add Alembic migration (58e3f27f3e8f) for branding and SSO columns
- Add GET/PATCH /accounts/me/branding endpoints (owner-only for PATCH)
- Add BrandingSettingsPage with logo URL input, color picker, preview section
- Add /account/branding route (ProtectedRoute owner) in router.tsx
- Add Branding link card in AccountSettingsPage
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Add "Generated with ResolutionFlow — https://resolutionflow.com" footer
to markdown, text, HTML, PSA formats (both troubleshooting and procedural
variants — 8 generators total)
- Fix PDF @page CSS: "Powered by ResolutionFlow" now appears on every PDF,
not just for users with a custom logo (removed the has_custom_logo conditional)
- Add Loader2 spinner icon to PDF download button in ExportPreviewModal
when pdfLoading is true, replacing the static Download icon
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Add super-admin-only backend endpoints for toggling is_gallery_featured and
gallery_sort_order on flows and scripts, plus a frontend GalleryManagementPage
with toggle switches, editable sort order fields, and name/featured filters.
13 integration tests; all pass.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Implements a no-auth read-only API for the public templates gallery page:
- Schemas in schemas/public_templates.py (PublicFlowTemplate, PublicScriptTemplate, PublicGalleryResponse, PublicFlowDetail, PublicScriptDetail)
- Five endpoints under /api/v1/public/templates: listing, flow detail, script detail, categories with counts, full-text search
- Tree preview truncated to 3 levels max; script_body never exposed
- Rate limited at 30/minute; paginated with category/type/sort filters
- 25 passing integration tests covering feature flags, truncation, script body protection, search, categories, and 404 behavior
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- 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>
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>
- API clients for supporting data CRUD and team branding
- AddSupportingDataModal with text snippet and screenshot tabs (paste + upload)
- SupportingDataPanel collapsible section integrated into both session runners
- ExportPreviewModal updated with PDF format and server-side download flow
- BrandingSettings component for company name and logo management
- Expose team_id in UserResponse schema for branding endpoint access
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Query supporting data in the export endpoint and pass to markdown, text,
HTML, and PSA export generators. Each format renders text snippets and
screenshot placeholders in its native style.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Add onboarding_dismissed and branding columns (logo_data, logo_content_type,
company_display_name) to users and teams models. Create SessionSupportingData
model for attaching text snippets and screenshots to sessions. Add Pydantic
schemas for onboarding status, branding responses, and supporting data CRUD.
Update SessionExport to accept pdf format.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add paletteIntent utility for command palette query classification
Detects query intent ('question' | 'keyword' | 'page' | 'empty') to drive
smart result ordering in the enhanced command palette.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add recentFlows localStorage utility for command palette empty state
Tracks recently visited flows (capped at 10) with deduplication by id,
surfaced in command palette when query is empty.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: rewrite CommandPalette with categorized results and smart ranking
- Adds FlowPilot AI result (always present when query is non-empty)
- Intent-aware ordering: question → FlowPilot prominent; page → pages first;
keyword → FlowPilot at top with flows/sessions/tags below
- Pages section with admin-gated items (uses useAuthStore)
- Tags extracted from flow search results with ?tag= navigation
- Quick Actions for create/import/scripts
- Empty state shows recent flows + quick actions
- Grouped rendering with section labels per design system
- Keyboard nav flattened across groups
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add FlowPilot prefill handoff from command palette to AssistantChatPage
When navigated to /assistant with location.state.prefill, automatically
creates a new chat and sends the prefill message without user interaction.
Clears location state after handling to prevent re-trigger on back navigation.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: track recently visited flows for command palette empty state
Calls addRecentFlow after tree data loads in both TreeNavigationPage and
ProceduralNavigationPage so the command palette can surface recent flows
when the query is empty.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* refactor: use useMemo instead of useCallback for groups builder in CommandPalette
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add PSA ticket context Pydantic schemas (Task 6)
Add TicketDetails, CompanyInfo, ContactInfo, ConfigItem, TicketNote,
RelatedTicket, and TicketContext models in schemas/psa_context.py for
structured ticket context enrichment used by AI prompt injection.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add ticket context prompt formatter (Task 7)
format_ticket_context_for_prompt() in services/psa/ticket_context.py
serializes TicketContext into structured text for AI system prompts,
with 10-note limit, 200-char text previews, and human-readable timestamps.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add get_ticket_context() to ConnectWise provider (Task 8)
Fetches ticket details, company, contact, configurations, notes, and
related open tickets in parallel via asyncio.gather with partial failure
tolerance. Results are cached with a 5-minute TTL per ticket/connection.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add GET /integrations/psa/tickets/{id}/context endpoint (Task 9)
Returns rich TicketContext for a ticket ID. Handles PSA auth failures
(returns structured error), ticket-not-found (404), and general PSA
errors (502). Requires active PSA connection for the user's account.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: inject PSA ticket context into copilot system prompt (Task 10)
When a copilot conversation has an associated session with a linked PSA
ticket, fetch the ticket context and append it to the system prompt.
Failure is non-critical — errors are logged and the copilot proceeds
without context rather than failing the request.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add PSA context API client with TypeScript interfaces
Defines TicketDetails, CompanyInfo, ContactInfo, ConfigItemInfo,
TicketNote, RelatedTicket, and TicketContext interfaces matching backend
psa_context.py schemas. Exports psaContextApi with getTicketContext().
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add useTicketContext hook for PSA ticket context fetching
Accepts psaTicketId and psaConnectionId, fetches context on mount
when both IDs are present, and exposes refresh() for manual re-fetch.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add TicketContextPanel component with accordion sections
Glass-card panel showing ticket summary, status/priority/SLA, and
accordion sections for Client, Contact, Devices, Notes, and Related
tickets. Matches design system with font-label labels and ice-cyan accents.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: mount TicketContextPanel in session runners when ticket is linked
ProceduralNavigationPage renders panel in left sidebar below step checklist.
TreeNavigationPage renders panel above breadcrumb trail. Both use
useTicketContext hook and show panel only when psa_ticket_id is set.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add fallback_steps to TypeScript types (Task 15)
Add optional fallback_steps field to ProceduralStep interface.
Add FallbackStepRecord interface and fallback_decisions field to Session.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add backend validation for fallback steps (Task 16)
Validate fallback_steps in procedural flow validation: required fields,
no nested fallback_steps, no duplicate IDs. Add FallbackStepRecord schema
and fallback_decisions field to SessionResponse.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: create FallbackSteps UI component (Task 17)
Collapsible component supporting edit and execute modes. Edit mode
provides title/description inputs with add/remove controls. Execute
mode shows "This worked" / "Didn't help" action buttons with emerald/
rose styling. Amber accent styling throughout.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: integrate FallbackSteps into editor and session runner (Task 18)
Wire FallbackSteps edit mode into StepEditor for procedure_step type
with add/remove/update handlers using crypto.randomUUID(). Add execute
mode rendering in ProceduralNavigationPage with fallbackDecisions state
tracking per parent step.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add session-to-flow request/response schemas (Task 19)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add session-to-flow AI generation service (Task 20)
Converts completed troubleshooting sessions into reusable procedural flows
with fallback branches. Includes PSA ticket context integration and
AI-generated step validation.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add POST /ai/session-to-flow endpoint (Task 21)
Converts a completed session into a reusable procedural flow using AI.
Includes quota checking, usage recording, and proper error handling.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add Create Flow from Session button to session detail page (Task 22)
Adds sessionToFlow API client, exports from api/index.ts, and integrates
a prominent "Create Flow from Session" button on SessionDetailPage for
completed sessions. Generates a procedural flow via AI then navigates
to the procedural editor.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: cast tree_type to TreeType in session-to-flow creation
Fixes build error where string was not assignable to TreeType.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: update Playwright test selectors to match actual UI
- Use Control+k instead of Meta+k (Linux/CI compatibility)
- Use 'AI Assistant' group label instead of 'FlowPilot AI'
- Match actual FlowPilot chat page elements (Start a Conversation, New Chat, textarea)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: update Playwright test selectors to match actual UI
- Use specific command palette placeholder to avoid ambiguous matches
- Fix 'Quick Actions' scoping (two elements with same text)
- Fix 'Resolved' exact match on session detail page
- Fix tree editor to use getByText instead of getByDisplayValue
- Fix 'Add Step' strict mode by using .first()
- Fix fallback description placeholder text
- Update playwright.config.ts to use port 5433 and resolutionflow DB
- Update FlowPilot chat selectors to match actual page layout
11/17 new tests now passing. Remaining 6 need procedural session
navigation investigation.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: resolve all Playwright test failures — 16/16 passing
- Fix procedural session tests: sessions auto-start, no Start button
- Fix strict mode violations: use getByRole('heading') for step titles
- Fix FlowPilot chat: use button role selector for New Chat
- Fix command palette page nav: scope Analytics click to palette modal
- Fix fallback runner: remove non-existent Start button click
- Update playwright.config to port 5433 for local Docker
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
