Commit Graph

34 Commits

Author SHA1 Message Date
chihlasm
61c410e366 feat: replace orange-* Tailwind classes with blue-* equivalents
orange-400→blue-400, orange-500→blue-500, orange-600→blue-600
across ~21 component files.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-29 16:20:24 +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
4b8282ecec fix: suppress remaining lint errors in FlowPilotSession and AnalyticsPage
- eslint-disable for unused _ticket param (needed for onSelect type compat)
- eslint-disable for setState in lazy-load useEffect

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-27 16:05:08 +00:00
chihlasm
69edf5378b fix: resolve remaining CI failures — mapper FK mismatch and lint errors
Backend: Use string-form foreign_keys on SessionBranch.session to match
AISession.branches — mixed column-object vs string-expression caused
SQLAlchemy mapper initialization conflict.

Frontend lint fixes:
- Remove unused _escalateUploads, _intakeUploads destructured vars
- Remove unused _ticket, _chatId, _pinned parameters
- Replace empty interface with type alias (public-templates.ts)
- Suppress setState-in-effect in SimilarSessions, SidebarStatsBar,
  FlowPilotAnalyticsPage (intentional prop sync patterns)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-27 12:32:24 +00:00
chihlasm
34b0f2ade9 fix: eliminate deprecated cyan, glass-border, and off-palette colors site-wide
- Replace all rgba(6,182,212,...) cyan focus borders and accents with
  rgba(249,115,22,...) ember orange across 21+ component files
- Remove all var(--glass-border) references (undefined variable) with
  var(--color-border-default) across 24 files
- Remove deprecated blur orbs and glass-morphism effects from
  SurveyPage, SurveyThankYouPage, and LoginPage
- Migrate landing.css from hardcoded hex to CSS custom properties
  (~97 replacements for single-source theming)
- Fix off-palette grays in FlowPilotAnalyticsPage chart styling
  (#8891a0 → #848b9b, #18191f → var(--color-bg-card))
- Update stale comments: "cyan brand" → "accent brand" in GlowEdge,
  "gradient cyan square" → "gradient orange square" in BrandLogo
- Rename glow-cyan SVG filter ID to glow-accent
- Fix category color comment: "cyan" → "deep orange"

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-27 05:42:08 +00:00
chihlasm
3c0a29115c feat: AI marker system prompt fixes, TaskLane activation, and FlowPilot updates
- Fix system prompt to ensure [QUESTIONS]/[ACTIONS] markers in AI responses
- Add format reminder injection to user messages for marker compliance
- Wire TaskLane activation in prefill and resume paths
- Add ActionCardGroup component for structured question/action rendering
- Update FlowPilot session and step card components
- Update ai-session schemas and types for marker data

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-26 19:57:39 +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
48f2b3faaf fix: stale chunk auto-reload + image paste upload UX
- Add lazyWithRetry wrapper for all lazy-loaded routes to auto-reload
  on stale chunk errors after deploys (prevents ErrorBoundary flash)
- Show toast notification when image paste/upload fails due to storage
  not configured (503), instead of silent tiny error thumbnails
- Remove failed uploads from thumbnail strip on 503 (was showing
  confusing retry icon)
- Pass completed upload IDs in navigation state from dashboard input
- Suppress Sentry dialog for chunk load errors (deploy artifacts)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-24 04:21:41 +00:00
b414502062 feat: unified sessions — merge assistant chat into ai_sessions table
Add session_type ('guided'|'chat') and title columns to ai_sessions,
enabling both FlowPilot guided sessions and assistant chat sessions to
live in a single table. This is the foundation for a unified session
history and consistent UX across both interaction modes.

Backend:
- Migration 066: session_type + title columns
- unified_chat_service: chat sessions on ai_sessions with same AI/RAG
- POST /ai-sessions supports session_type='chat' creation
- POST /ai-sessions/{id}/chat for chat messages
- DELETE /ai-sessions/{id} for session deletion
- session_type filter on GET /ai-sessions

Frontend:
- AssistantChatPage rewired to aiSessionsApi (no more assistantChatApi)
- /assistant/:sessionId route for deep-linking
- Session history: type filter pills (All/Guided/Chat), type icons
- Dashboard: both types shown with correct routing and icons
- Fixed glass-border → border-default in dashboard components

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-23 17:29:25 +00:00
483653f5fc fix: remove unused props from FlowPilotSession after action bar removal
canResolve, canEscalate, onResolve, onEscalate, onPause, onAbandon are
now handled at the page level in FlowPilotSessionPage header. Remove
from component interface to fix TS6133 build errors.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-23 12:45:20 +00:00
0ec59276c7 refactor: move FlowPilot actions to header bar, fix dividers
- Moved Resolve/Escalate/Share Update buttons from fixed bottom bar into
  the session header. Desktop: inline buttons + overflow menu (Pause/Close).
  Mobile: single overflow menu with all actions.
- Removed FlowPilotActionBar from bottom — message input is now the only
  fixed element at bottom, giving more breathing room.
- Replaced jarring white dividers (var(--glass-border)) with subtle
  border-border (#2e3240) throughout FlowPilot session.
- Restyled status badge from button-looking element to dot + text indicator
  with semantic colors (green=resolved, amber=escalated).
- Reduced content padding from pb-32 to pb-24.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-23 12:41:28 +00:00
b118e158d4 feat: rich message bar in FlowPilot — paste, drag-drop, attach, logs
Upgraded FlowPilotMessageBar from basic textarea to ChatGPT-style input:
- Paste images (Ctrl+V) with thumbnail preview
- Drag-and-drop files with drop zone overlay
- Attach button (images, logs, docs, PDFs)
- Expandable "Paste Logs" section for raw error output
- Auto-growing textarea with focus ring
- Adjusted bottom offset for slimmer action bar

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-23 12:25:37 +00:00
e205c44448 fix: FlowPilot action bar single-row layout on mobile
Action bar was flex-col on mobile, creating two rows that covered the
message input. Now a single horizontal row on all screen sizes — Resolve
and Escalate always show labels, secondary actions (Pause, Close, Update)
show icon-only on mobile.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-23 12:09:05 +00:00
778a172f4e fix: resolve TypeScript build errors in StatusUpdateModal and FlowPilotSessionPage
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-23 06:43:54 +00:00
fab25456a5 feat: mid-session status updates — ticket notes, client updates, email drafts
Engineers can now generate AI-powered status updates during active FlowPilot
sessions and after resolve/escalate. Three audiences (Ticket Notes, Client
Update, Email Draft) with Quick/Detailed length options. Copy to clipboard
with one click. Client names auto-inserted from intake/PSA context.

Backend: new endpoint POST /ai-sessions/{id}/status-update with audience-aware
system prompts. Frontend: StatusUpdateModal with 2-step selection flow,
Share Update button in action bar, Share Resolution/Escalation on completed
sessions. Also updates Solutions Library spec with Community tier design.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-23 06:26:32 +00:00
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
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
56ff792f8e refactor: migrate FlowPilot components to Design System v4
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-22 01:56:27 -04:00
Michael Chihlas
5000e49cea refactor: add typed content helpers for FlowPilot step card actions
Replace unsafe `as string` casts with type guard functions
(isScriptGenerationAction, isScriptBuilderAction, getActionType)
for compile-time safety on step content parsing.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-21 21:02:12 -04:00
Michael Chihlas
6ecb5a9bbd fix(flowpilot): widen message bar, add close/abandon session support
- 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>
2026-03-21 18:20:34 -04:00
Michael Chihlas
74bc5a532d fix(flowpilot): fix message bar hidden behind fixed action bar
The message bar was in normal document flow but the action bar uses
position:fixed at bottom:0, covering it. Now the message bar is also
fixed-positioned at bottom:60px (above the action bar), matching the
same left offset pattern. Added extra bottom padding to the
conversation column for clearance.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-21 17:49:49 -04:00
Michael Chihlas
25d7191575 feat: connect FlowPilot to Script Builder with handoff action
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-21 17:15:15 -04:00
Michael Chihlas
ec7df50064 feat(flowpilot): add always-visible message bar, remove hidden free text escape hatch
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-21 16:52:17 -04:00
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
9d202c67f2 fix(flowpilot): make action bar fixed to viewport bottom
Previous approach tried to fix the flex height chain, but it proved fragile
across grid → main → outlet → page transitions. New approach: action bar is
position:fixed at the bottom of the viewport, offset by sidebar width via
CSS variable --sidebar-w. Conversation area has pb-20 for clearance.

This works regardless of the height chain, email verification banner,
or any other variable-height elements above the session.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 06:00:11 +00:00
0d1d8218b9 fix(flowpilot): render markdown in context messages + fix action bar height chain
Two issues:
1. AI context messages (teal bubble) rendered raw markdown (**bold** etc.)
   instead of parsed markdown — switched from <p> to <MarkdownContent>
2. Action bar still hidden — added h-0 to flex-1 wrapper to force explicit
   height allocation so h-full on FlowPilotSession resolves correctly

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 05:05:53 +00:00
5e009fd752 feat(search): add similar sessions UI in FlowPilot sidebar
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 03:52:19 +00:00
1d5454c31b feat(evidence): add RichTextInput with clipboard paste and wire into FlowPilot
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 03:31:03 +00:00
1f4a8a6389 fix(responsive): audit and fix FlowPilot + analytics components for mobile/tablet
Add responsive Tailwind classes across 11 FlowPilot-related components:
- FlowPilotSession: collapsible mobile sidebar summary, responsive padding
- FlowPilotActionBar: stacked buttons on mobile, responsive resolve modal
- FlowPilotIntake: responsive submit area, padding, heading sizes
- FlowPilotStepCard: responsive padding (p-3/p-4/p-5), stacked action buttons
- FlowPilotOptions: responsive padding, 44px touch targets
- SessionDocView: responsive card padding, touch-friendly star ratings
- EscalateModal: stacked buttons on mobile with min touch targets
- EscalationQueue: responsive card padding, touch targets
- InSessionScriptGenerator: responsive padding, stacked continue buttons
- ReviewQueuePage: responsive two-panel layout (stacked on mobile)
- FlowPilotAnalyticsPage: responsive header, chart card padding

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-19 20:19:52 +00:00
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
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
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
2063a799b0 fix(flowpilot): render step content as markdown instead of plain text
FlowPilot AI sends markdown-formatted instructions but FlowPilotStepCard
was rendering them as plain <p> tags, producing an unreadable wall of text.
Switch to the existing MarkdownContent component for proper formatting.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-18 16:50:43 +00:00
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