Updated from planning-phase placeholder to accurate representation of
ResolutionFlow as a production SaaS product. Reflects all shipped features
(AI Flow Assist, procedural/maintenance flows, cross-references, session
sharing, export improvements), current tech stack, project structure, and
development setup instructions.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Rewrote 03-DEVELOPMENT-ROADMAP.md — replaced outdated week-by-week format with
phase-based structure reflecting actual project state. Integrated all 13 open
GitHub issues into appropriate phases. Added "After Completing Work" checklist
to CLAUDE.md coding standards and roadmap/issues to quick reference table.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- AI conversational flow builder with interview phases (scoping, discovery, enrichment)
- Flow Assist sidebar nav, toolbar, chat panel, tree preview
- Cross-reference / loop-back support: nodes can reference any node in the tree
- Dashed purple arrows on canvas for cross-references
- Node picker dropdowns for action and decision forms
- Backend validator relaxed for cross-references
- AI system prompt updated for loop-back patterns
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Design for allowing tree nodes to reference any node in the tree
(not just direct children), enabling loop-back patterns. Ghost
reference approach — no schema changes, SVG overlay arrows on
canvas, node picker + drag-to-link in editor.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- After generation, toolbar shows "Save to Flow Library" button
(replaces "Import to Editor")
- Button shows "Saving..." spinner state during API call
- Generate button shows animated spinner during generation
- Backend /import endpoint always creates a new Tree record
(removed generated_tree_id idempotency check)
- Navigates to tree editor after successful save
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- 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>
- Strip unclosed [TREE_UPDATE] and [METADATA] blocks from display when
response is truncated by max_tokens
- Increase send_message max_tokens from 2000 to 8000 to prevent
truncation of large tree JSON
- Use lightweight validation for progressive tree updates (valid root
node only) instead of strict 5-node minimum — strict validation
still applies at final /generate step
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- C1: Fix race condition in handleReset — await abandonSession before
starting new session to prevent store state corruption
- I1: Extract error messages from Axios response.data.detail instead of
generic error.message — users now see helpful backend messages (quota
limits, message caps, etc.)
- I2: Add isGenerating guard in generateTree store action to prevent
concurrent generation requests on double-click
- I3: Add isResponding guard in sendMessage to prevent concurrent sends
- M5: Remove redundant type casts on flowType
- M6: Add rate limiter to DELETE /sessions/{id} for consistency
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- TypeScript types for chat session, messages, and responses
- API client module with all 6 endpoints
- Zustand store with session management, message sending, tree generation, import, resume
- 7 chat components: ChatMessage, ChatInput, ChatPanel, PhaseIndicator, ChatToolbar, EmptyPreview, StaticTreePreview
- AIChatBuilderPage with split-panel layout (60% chat / 40% preview)
- Route at /ai/chat with lazy loading
- "Build with AI" button on TreeLibraryPage
- Session resume via URL search params
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Tests cover session create, send message with tree update, get session,
abandon, 404 on missing session, and 503 when AI disabled.
Fixed: ai_usage.conversation_id has FK to ai_conversations, not
ai_chat_sessions. Chat builder now passes conversation_id=None and
tracks session reference in extra_data.chat_session_id.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
6 endpoints: create session, send message, get session, generate tree,
import to editor, abandon. Quota service daily limit updated to include
chat builder generation types.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
The AI Chat Builder needs conversational text responses, not JSON-only.
Gemini's generate_json forces response_mime_type='application/json'
which is incompatible. The new generate_text method omits this constraint.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
14 tasks across 4 phases: backend foundation (model, schemas, service,
endpoints, tests), frontend chat UI (types, API client, store,
components, page), tree preview integration, and polish (session
resume, responsive layout).
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Design for conversational AI flow builder that interviews users as a
senior MSP engineer to collaboratively build troubleshooting/procedural
flows. Coexists with existing wizard-based builder as a separate entry
point.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
The "Unterminated string" JSON parse error is likely caused by Gemini
output truncation at 1024 tokens. Increases scaffold max_tokens to 2048
and adds logging for: raw response text, finish_reason (truncation
detection), and JSON parse failures.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
The google-genai SDK uses `client.aio.models.generate_content()` for
async calls, not `client.models.generate_content_async()` which doesn't
exist. Also removes the temporary /ai/provider-debug endpoint.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Shows which provider is selected and whether keys are loaded.
Remove after debugging the 502 on PR env.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
The generic "AI provider error" message made debugging impossible.
Now logs the full exception traceback and includes the error class
name in the 502 response detail.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- New ai-fix.ts types for request/response
- fixTree() method on treesApi
- "Fix with AI" button in ValidationSummary (shows for fixable errors)
- AIFixReviewModal with per-fix apply/skip and apply-all
- TreeEditorPage orchestrates the fix flow
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Adds AI_PROVIDER, GOOGLE_AI_API_KEY, AI_MODEL_GEMINI, and
AI_MODEL_ANTHROPIC config vars. Updates ai_enabled to check
either provider key.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Design for two combined features: Gemini 2.5 Flash as primary AI
provider with Claude fallback, and AI-powered auto-fix for validation
errors in the tree editor.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
The frontend validate button was not checking that decision nodes with
children have at least 2 branches, so it would pass validation but the
backend publish check would reject with a 422. The AI tree validator also
only checked options count, not children count — so AI-generated trees
with 2 options pointing to the same single child would pass generation
validation but fail at publish time.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
The handlePublish catch block was showing a generic "Failed to publish"
message instead of parsing the 422 response body for validation details.
Now matches the handleSaveDraft error handling pattern.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- StepLibraryPage: replace silent console.error with toast.error on edit/save
failures; replace manual setTimeout toast with toast.success helper
- BatchStatusPage: add error state with retry button for failed session loads
instead of showing ambiguous "No sessions found"
- StepDetailModal: guard clipboard copy against browser denial (no false
"Copied!" state on permission error); fix dead "See all reviews" button
with inline expand/collapse toggle
- StepLibraryBrowser: add "Try again" retry button to error state; retry
increments a counter that re-triggers both load effects
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
The prod users table has account_id NOT NULL. The backfill migration and
ensure_service_account() now create a 'ResolutionFlow System' account
(display_code RF-SYS-1) before inserting the service user, satisfying the
constraint on all environments.
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: maintenance flow UX redesign — batch status hub, context strip, detail page upgrades (#85)
- Add BatchStatusPage (/flows/:id/batches/:batchId): per-target Start/Resume/View cards, progress bar, 5s polling while in-progress, completion outcome summary
- Add BatchStatusCard: handles not-started/in-progress/complete states with step progress for in-progress targets
- Add ActiveBatchBanner: amber banner on detail page when a batch is running, links to BatchStatusPage
- Add MaintenanceContextStrip: amber strip in ProceduralNavigationPage for maintenance flows showing target name, batch progress (X/Y complete), and Back to Batch nav
- Update MaintenanceFlowDetailPage: active batch banner, clickable run history rows with mini progress dots and outcome summaries, Run button loading state, post-launch navigates to BatchStatusPage
- Update ProceduralNavigationPage: renders MaintenanceContextStrip between top bar and content when tree_type === 'maintenance'; fetches batch progress once on mount
- Add batch_id filter to GET /sessions backend endpoint and SessionListParams frontend type
- Add /flows/:id/batches/:batchId route to router
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: session detail page — completion action + outcome summary card
- In-progress sessions: amber banner with "Complete Session" button opens
SessionOutcomeModal to set outcome/notes/next-steps and finalize
- Completed sessions: colored outcome summary card (icon + outcome label +
duration + notes + next steps) replaces dense header metadata; "Copy for
Ticket" promoted to primary action inside the card
- Export toolbar de-emphasized to secondary row of smaller controls below
the summary card
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: add library-page action props to StepCard (edit/delete/save)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: pass library-page action props through StepLibraryBrowser + refreshKey
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: StepFormModal wrapper + submitLabel/isSubmitting props on StepForm
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: Step Library page — create, edit, delete, save-to-library
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: add RuntimeStep union type for procedural custom steps
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: StepChecklist accepts RuntimeStep[], renders amber Custom badge
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: StepDetail accepts RuntimeStep, renders Custom Step badge for custom steps
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: custom step insertion in procedural flow sessions
Engineers can add custom steps inline during execution. Steps are
persisted to session.custom_steps and restored on resume.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: suppress StepFeedback on custom steps, fix resume stepState seeding, functional updater for step index
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* docs: add tree forking UI design doc
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* docs: add tree fork UI implementation plan
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: add ForkInfo type and fork fields to Tree/TreeListItem
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: align ForkInfo type with backend schema, remove redundant fork fields
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: ForkInfo placement, required fork_info field, add JSDoc
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: add ForkModal component with name and reason fields
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: ForkModal accessibility and UX (escape, click-outside, labels, maxLength)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: open ForkModal on fork action in TreeLibraryPage
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: add ForkModal to MyTreesPage
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: show Fork chip badge on forked tree cards
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* docs: add flow-to-library step sync design doc
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* docs: add flow-to-library sync implementation plan
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: add sync tracking columns to step_library
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: add sync columns and source_tree relationship to StepLibrary model
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: add group_label to StepContent, is_flow_synced/source_tree_name to StepLibraryResponse
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: include is_flow_synced and source_tree_name in step list/detail responses
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: add is_flow_synced and source_tree_name to step list response
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: add selectinload and sync fields to search and get_step endpoints
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: add step_sync module with extraction and upsert logic
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: safe NOT IN placeholders for asyncpg, add deactivate docstring
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: trigger step library sync on tree publish and deactivate on delete
- Call sync_steps_from_tree in update_tree whenever the tree is published
(status transitions to 'published' or is already published and structure changes)
- Call deactivate_synced_steps_for_tree in delete_tree before db.commit()
so the FK SET NULL does not nullify source_tree_id before the WHERE clause runs
- Fix ::jsonb cast syntax in step_sync.py (asyncpg rejects :: operator in text()
queries; replaced with CAST(:content AS jsonb))
- Add UniqueConstraint('source_tree_id','source_node_id') to StepLibrary model
so Base.metadata.create_all (used by tests) creates the constraint that the
ON CONFLICT clause in sync_steps_from_tree depends on
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: add is_flow_synced and source_tree_name to Step types
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: show From Flow badge and lock icon on flow-synced StepCard
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: show source flow name in StepDetailModal for synced steps
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: add Library Visibility select to procedural StepEditor
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: address code review issues in flow-to-library sync
- Fix sync trigger: only fire on publish transition, not every PUT
- Add TestSyncOnPublish integration tests (2 tests, 16 total passing)
- Add group_label to frontend StepContent interface
- Guard Library Visibility select to procedure_step nodes only
- Block API edits to flow-synced steps (400 read-only guard)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: handle None author_id in step sync to avoid invalid UUID error
When a system/default tree has no author (author_id is None),
str(None) produces the literal string 'None' which asyncpg
rejects as an invalid UUID for the created_by column.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: add ResolutionFlow service account to own default tree steps in library
Default/system trees had no author_id (NULL), causing a NOT NULL violation
when syncing steps to step_library.created_by on publish.
- Add is_service_account flag to users table (migration 4f4137ce)
- Add service_account.py: idempotent ensure_service_account() creates
noreply@resolutionflow.com with unusable password on startup
- Cache service account ID on app.state at lifespan startup
- Add get_service_account_id() FastAPI dep (returns None in tests)
- sync_steps_from_tree: resolve author_id or service_account_id as created_by
- create_tree: set author_id=service_account_id for is_default trees
- Migration 1490781700bc: backfill author_id on 31 existing default trees
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
Fix require_engineer_or_admin missing "admin" account_role, add
PUT /admin/users/{id}/super-admin endpoint with audit logging,
and promote/demote button with confirmation modal on UserDetailPage.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- AI flow builder: scaffold → branch detail → assemble → review flow
- Generate All one-click branch generation with stop/cancel
- Regenerate scaffold suggestions button
- 3-action review screen: Start Flow, Open in Editor, Build Another
- Fix Publish button gated behind !isDirty
- Fix visibility column enforcement in tree access filter
- Add ?visibility filter and author_name to GET /trees
- Dashboard tabbed flows: My Flows / My Team / Public / All
- Create button in My Flows tab, window focus reload (stale data fix)
- Fork UI with optional reason modal
- Fix account_id nullability in User type and schema
- Keep is_public and visibility in sync on updates
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
