Commit Graph

48 Commits

Author SHA1 Message Date
9afaf37fb3 fix(l1): resolve PR #193 frontend review findings (2a,2b,3,4,5,7)
Mounts L1EscalationsSection on EscalationQueuePage (Finding 2a — it was never
rendered) and renders the correct fields: step.question ?? step.text, timeAgo,
and the session problem_text (Finding 2b). ProposalDetail gates the /pilot link
on source_session_id and shows an L1-source block for l1_session_id-sourced
proposals (Finding 3 — was a broken /pilot/null link). Collapses the three
near-identical intake handlers into one runIntake: "Use this flow" now passes
near_miss.flow_id (Finding 4 — it previously re-suggested forever) and a
navigate guard prevents /l1/walk/undefined; out_of_scope gains a "Walk it
ad-hoc" button (Finding 5). Aligns L1-category permissions to owner+admin:
usePermissions.canManageAccount includes account admins, User.account_role TS
type gains 'admin', and a new ProtectedRoute requireAccountManager guard fronts
the route (Finding 7). Drops the unused NextNodeRequest.acknowledged field.

tsc -b + eslint + vite build clean.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-09 15:55:55 -04:00
f10649abc2 fix(escalations): atomic claim + self-claim rejection + queue exclusion
All checks were successful
Mirror to GitHub / mirror (push) Successful in 5s
CI / frontend (pull_request) Successful in 4m59s
CI / backend (pull_request) Successful in 10m22s
CI / e2e (pull_request) Successful in 10m46s
Codex review pass on the escalation wedge. Reworks claim_session from
read-then-write to a conditional UPDATE so two seniors racing can't both
win, blocks the original engineer from claiming their own handoff, and
filters self-escalated sessions out of the dashboard escalation queue.
Also preassigns the handoff UUID before flush so the compatibility
escalation_package payload carries it. Removes legacy frontend pickup
state (claiming, handleStartHere) that broke tsc --noEmit.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-30 16:21:20 -04:00
db717b0b3f feat(escalations): magic-moment 3-option CTA + claim 500 fix
- HandoffContextScreen: 3-option layout (Continue/AI analysis/Own thing)
  with hasTaskLane, activeOptionKey, spinner/disabled states
- AssistantChatPage: wire up handleContinue, handleAIAnalysis, handleOwnThing
  handlers; chip detail expansion inline with copy-button fix; post-escalation
  redirect to dashboard on ConcludeSessionModal close
- TaskLane: fix async copy button (await + execCommand fallback + copiedKey
  visual feedback); whitespace-pre-wrap on command blocks
- Fix 500 on claim: Pydantic v2 model_validate() + model_copy(update={})
  (was passing update= kwarg directly which v2 rejects)
- HandoffResponse schema: handed_off_by_name field

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-30 00:05:02 -04:00
0d1b305619 fix(escalations): live-test fixes from QA bash
Bundles four fixes from the live debugging session:

1. AssistantChatPage: replace urlSessionId === activeChatId gate with a
   loadedChatIdsRef. After 8914391 made activeChatId initialize from
   urlSessionId, the gate short-circuited fresh mounts and selectChat
   never fired. Symptom: senior picks up an escalation, lands on a blank
   chat surface with no conversation history and no sidebar entry. Fix
   also adds loadChats() in handleStartHere so the picked-up session
   appears in the sidebar (its escalated_to_id is null pre-claim, so
   listSessions doesn't return it until claim_session sets it).

2. config: bump ESCALATION_AI_ASSESSMENT_TIMEOUT_SECONDS 15s → 45s.
   Sonnet was hitting tail latency at 15s in the field, leaving the
   magic-moment placeholder permanent. Background-task architecture
   (e8ba74e) means this no longer blocks the user; it's just the budget
   before publishing has_assessment=false. NOTE: live test still shows
   assessment not populating — see HANDOFF for the consolidation plan
   that supersedes this.

3. Enter-to-submit: chat-input convention (Enter submits, Shift+Enter
   inserts newline) on the escalate-flow forms. RichTextInput gains an
   optional onSubmit prop; EscalateModal wires it to handleSubmit;
   ConcludeSessionModal gets the same handler on its plain textarea.

4. PendingEscalations: each row is now expandable. Click row body to
   reveal the engineer's escalation reason, step count on record,
   confidence tier, and PSA ticket number. Pick Up still clicks through
   directly. Single-expand-at-a-time keeps the dashboard compact.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-29 00:18:40 -04:00
0f00ee5e01 feat(escalations): close out plan-locked wedge polish
Four items from the design-plan audit, all flagged as locked-design or
Codex corrections, shipped together so the GTM demo path covers them
end-to-end before bug bash.

1. Live AI assessment refresh on the magic-moment screen. Backend already
   publishes handoff_assessment_ready when enrich_escalation_async commits;
   wire the frontend listener so the senior sees the assessment populate
   without a manual reopen. New event type + onAssessmentReady handler on
   streamEscalations; AssistantChatPage opens a scoped SSE subscription
   whenever it tracks a handoff missing its assessment, refetches on match,
   and replaces magicHandoff / overlayHandoff in place. Closes the loop on
   the async-assessment commit e8ba74e.

2. Suggested-step chips below the chat input. Locked design from the plan
   (Codex correction). Chip strip renders above the composer post-claim
   when ai_assessment_data.suggested_steps[] is non-empty. Click prefills
   the input and focuses; first send or explicit X hides for the session.

3. Unread 6px dot on EscalationQueue cards. localStorage-persisted seen
   set (rf-escalation-seen, capped 200). Dot top-right when not seen.
   Cleared on open (card click) or claim (Pick Up) — NOT on hover, per
   Codex correction. Pick Up stops propagation so it doesn't double-fire.

4. Race-condition toast on claim conflict. The /claim endpoint previously
   silently overwrote claimed_by — both seniors thought they owned the
   session. New HandoffAlreadyClaimedError carries the winner's id/name/
   timestamp; claim_session rejects different-user re-claims (same-user is
   idempotent for double-click safety); endpoint returns 409 with
   structured detail. AssistantChatPage.handleStartHere extracts and
   surfaces "Already claimed by {name} {time_ago}." via toast, drops
   ?pickup=true, dismisses magic-moment so the loser flows back to queue.

Tests: 2 new unit tests in test_handoff_manager.py (conflict raises,
same-user idempotent). Full handoff + escalation suite (34 tests) green.
Frontend tsc -b clean.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-28 01:59:28 -04:00
e8ba74ed6d feat(escalations): distinguishable notifications, async AI, richer sidebar
All checks were successful
Mirror to GitHub / mirror (push) Successful in 6m5s
CI / frontend (pull_request) Successful in 11m59s
CI / e2e (pull_request) Successful in 10m7s
CI / backend (pull_request) Successful in 16m22s
Three improvements driven by live wedge testing.

1) Notification title now includes a problem snippet and PSA ticket
   suffix when present:
     "Escalation from Jane · #12345: Outlook is failing to sync email…"
   Replaces the prior "Session escalated by Jane" copy that made every
   escalation from the same junior look identical in the bell panel.
   Snippet is trimmed to 70 chars with ellipsis. handoff_manager now
   passes psa_ticket_id through in the notify() payload so this works
   for both /escalate and /handoff entry points.

2) AI enrichment (assessment + enhanced escalation_package) moved to
   a FastAPI BackgroundTask. The escalating engineer no longer waits
   on 15-25s of Sonnet latency — handoff creation returns as soon as
   snapshot, status flip, dual-write, documentation, PSA push, and
   notify() are committed. enrich_escalation_async opens its own DB
   session, runs both AI calls, updates handoff.ai_assessment +
   session.escalation_package, commits, and publishes a new
   `handoff_assessment_ready` event on the escalation bus. Frontend
   doesn't yet listen for that event — the magic-moment screen still
   shows a placeholder ("AI assessment is still generating. Reopen
   this view in a few seconds…") which is honest about the state.
   Live polling / auto-refresh on the bus event is the natural next
   step.

3) ChatSidebar entries now surface the problem summary as a secondary
   line and tag PSA-linked sessions with a monospace #ticket badge plus
   an "Escalated" pill on in-transit sessions. ChatListItem grew
   problem_summary, psa_ticket_id, and status fields; loadChats
   populates them from listSessions. The user couldn't tell their own
   sessions apart in the sidebar because they all rendered as "New
   Chat" with no distinguishing detail — this fixes that for any
   session, escalated or not.

Test plan
- Backend full suite: 1103 passed in 255.85s with -n auto.
- Frontend tsc -b clean.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-28 00:34:32 -04:00
8e9d22e0e0 feat(escalations): magic-moment handoff-context screen on pickup
Adds the dedicated 4-section handoff-context view that renders BEFORE
the FlowPilot session for senior techs picking up an escalated
session, then dissolves on "Start here". This is the wedge's
demonstrable magic moment — what the GTM Loom records.

- HandoffContextScreen.tsx: pure presentational, takes a HandoffResponse
  plus onStartHere / onDismiss callbacks. Sections: header
  (problem summary, domain, step count, escalated-time, priority badge),
  "What's been tried" (engineer notes + step-count affordance), "AI
  assessment" (likely_cause / suggested_steps / confidence badge), Start
  here CTA. Confidence badge accepts both numeric (0..1) and string
  ("low"/"medium"/"high") shapes — backend currently emits the latter.
  Renders an explicit "assessment unavailable" branch when
  ai_assessment_data is null (the 5s timeout from 9bdd995 fired).
  Honors prefers-reduced-motion (animate-fade-in vs animate-slide-up).
  ARIA dialog + focus on the primary CTA. Esc dismisses when used as a
  re-openable overlay; pre-claim, Start here is the only exit.

- FlowPilotSessionPage.tsx: on /pilot/:id?pickup=true, fetch the
  handoff list via handoffsApi.listHandoffs (account-scoped via RLS,
  no claim required) and find the latest unclaimed escalate handoff.
  If found, render the magic-moment screen and skip the regular
  loadSession (the senior isn't yet escalated_to_id, so GET would
  404). Start here calls claimHandoff, drops the pickup query param,
  dismisses the screen — the existing loadSession effect then fires
  because the senior is now escalated_to_id. A "Context" toolbar
  button on active sessions re-opens the screen as a dismissible
  overlay (visible only when the senior arrived via the magic-moment
  flow this session — handoff lookup on demand).

Verified end-to-end against the running dev stack: listHandoffs
returns the unclaimed handoff with full payload; claim flips session
status from escalated → active; subsequent GET succeeds. tsc -b clean.

Defers (TODO followups): suggested-step chips below the chat input
that prefill on click (requires threading through to
FlowPilotMessageBar); snapshot expansion to include the recent
diagnostic steps pre-claim; toolbar Context button on sessions where
the senior didn't arrive via magic-moment.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-27 21:06:14 -04:00
b8627f4180 feat(escalations): subscribe EscalationQueue to live SSE arrivals
Adds the frontend live-arrival slice on top of the test-stabilized SSE
backend. Senior techs now see a junior's escalation slide into the
queue without refresh.

- streamEscalations(handlers, signal) in aiSessions.ts: fetch-based
  ReadableStream parser (native EventSource cannot send auth headers).
  Handles SSE frames, partial frames across chunks, : keepalive
  heartbeats. Dispatches ready and handoff_created.
- HandoffCreatedEvent + EscalationStreamHandlers types mirror the bus
  payload published by HandoffManager.dispatch_escalation_notifications.
- EscalationQueue.tsx: AbortController-managed subscription with
  exponential-backoff reconnect (1s → 30s cap, attempt counter resets
  on ready). On handoff_created, refetch and diff against previous IDs
  via sessionsRef; new arrivals prepended (newest-first) above
  established cards (oldest-first preserved). Slide-in tag held for
  800ms so the locked 200ms animation completes. Tab-title flash
  prefixes (N) while document.hidden, restores on focus / unmount.
  prefers-reduced-motion swaps slide-in for fade-in. ARIA region +
  aria-live=polite + aria-label on heading. Pick Up bumped to py-2.5
  to clear the 44px touch floor.

Verified end-to-end against the running dev stack: subscriber received
the ready frame on connect; after posting a handoff via the API, the
subscriber received the handoff_created frame with the expected
payload — wire format matches the parser. Backend regression: focused
subset still 32 passed in 18.91s. Frontend tsc -b clean.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-27 20:57:15 -04:00
9f0bfd44f9 feat(escalations): mount time-to-first-action stat-card on /escalations
Surfaces the new GET /analytics/flowpilot/escalations endpoint as a card
above the EscalationQueue list. Closes the loop from yesterday's metric
endpoint commit — seniors and owners see the wedge stat the moment they
open the queue, which is the daily-reps version of the GTM ROI story.

Pieces:
- EscalationMetrics TS interface mirroring the backend Pydantic model
  (incl. metric_definition disclaimer field)
- flowpilotAnalyticsApi.getEscalationMetrics(period) client method
- EscalationMetricCard component:
    * loading skeleton, error state, zero-data empty state
    * avg + median + n_with_action/n_claimed conversion rate
    * humanized seconds → "Ns" / "N.N min" formatting
    * inline disclaimer reminding callers this is in-product time-to-
      first-action only, NOT the savings claim — pair with manual
      baseline (per /codex review's two-metric correction)
- Wired into EscalationQueuePage above EscalationQueue

DS-aligned: card-flat, accent-dim usage held to interactive elements,
text-muted-foreground for secondary copy, font-heading on the headline
number, explicit transition properties (no `transition: all`). Respects
prefers-reduced-motion implicitly (only animation is the loading pulse,
which Tailwind's animate-pulse already gates).

tsc -b clean. No new tests in this commit — component is a thin
state-machine over an axios call; integration coverage comes from the
existing backend tests + the e2e Playwright work in the plan.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-27 16:00:34 -04:00
f3c3ee5b57 feat(pilot): unify AI troubleshooting surface at /pilot, redirect /assistant (Phase 1)
All checks were successful
Mirror to GitHub / mirror (push) Successful in 3s
Collapses the pre-existing dual-surface setup (AssistantChatPage at /assistant,
FlowPilotSessionPage at /pilot) into a single chat-primary surface per
architectural claim #1 of FLOWPILOT-MIGRATION.md.

Router changes (frontend/src/router.tsx):
- /pilot and /pilot/:sessionId now render AssistantChatPage.
- /assistant redirects permanently to /pilot via <Navigate replace>.
- /assistant/:sessionId redirects to /pilot/:sessionId preserving the ID
  via an AssistantSessionRedirect helper that reads the param.
- FlowPilotSessionPage is no longer imported or mounted. Per the
  beta-history-disposable decision, the file stays on disk for reference
  but is unreachable; delete once nothing else in the tree imports it.

Dispatcher de-branching — previously these sites routed by session_type
(chat -> /assistant, otherwise -> /pilot). All now unconditionally go to
/pilot/:id since session_type is no longer used for frontend routing:
- components/dashboard/ActiveFlowPilotSessions.tsx
- components/dashboard/RecentFlowPilotSessions.tsx
- components/flowpilot/AISessionListItem.tsx
  (keeps isChat for icon selection, but linkTo is unconditional)

User-facing label + navigation updates:
- components/layout/CommandPalette.tsx: "AI Assistant" palette entry
  becomes "FlowPilot" pointing to /pilot; the sparkles quick-action also
  routes to /pilot.
- components/dashboard/StartSessionInput.tsx: both navigate() call sites
  now go to /pilot instead of /assistant.
- lib/routePrefetch.ts: prefetch entry for AssistantChatPage keyed to
  /pilot (the real surface) rather than /assistant (now redirect-only).

Preserved intentionally (not user-facing routes):
- Backend /assistant/retention API path and the assistantChatApi module
  name — those are internal API and module identifiers, not SPA routes.
- src/components/assistant/* and src/types/assistant-chat — TypeScript
  module paths, not routes.
- Sidebar.tsx — no top-level AI entry existed to rename; /pilot is
  already in the History group's matchPaths. Whether FlowPilot deserves
  its own rail entry is a future UX decision, not Phase 1 scope.
- FlowPilotAnalyticsPage at /analytics/flowpilot — analytics for the
  unified product, not guided-only, per the agreed Q16 interpretation.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-17 18:48:00 +00:00
Michael Chihlas
f45b045943 refactor: resolve merge conflicts — combine main improvements with token normalization
- .gitignore: keep both graphify-out/ entries and main's .gitnexus entry
- ScriptCodeBlock/ScriptPreviewModal: take main's border-border and text-accent-text
  for filename labels; use neutral ghost style for Save button in ScriptCodeBlock;
  use bg-accent (normalized from bg-primary) for Save button in ScriptPreviewModal

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-06 20:23:36 -04:00
Michael Chihlas
cef853d7ea refactor: normalize FlowPilot/Assistant/ScriptBuilder to design system tokens
Replace hardcoded Tailwind color utilities with semantic CSS variable tokens
across 31 files in the FlowPilot, Assistant Chat, and Script Builder feature
communities — the areas graphify identified as design-system-free.

- text-blue-400 → text-accent, bg-blue-500/10 → bg-accent-dim, border-blue-500/20 → border-accent/20
- text-amber-400 → text-warning, bg-amber-400/10 → bg-warning-dim, border-l-amber-500 → border-l-warning
- text-rose-400/500 → text-danger, bg-rose-500/10 → bg-danger-dim
- text-emerald-400 → text-success, bg-emerald-500/10 → bg-success-dim, border-l-emerald-500 → border-l-success
- bg-white/[0.08] → bg-elevated (opacity hack → semantic surface token)
- bg-gradient-to-r from-blue-500 to-blue-400 → bg-accent (no gradient surfaces)
- bg-[#60a5fa] → bg-accent (hard-coded hex removed)

Also adds graphify-out/ to .gitignore.

Theme resilience: accent color has changed twice in 5 weeks. Semantic tokens
mean the next change is a 1-line edit in index.css, not 110 grep-and-replace.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-06 20:20:07 -04:00
chihlasm
f4143e52a1 feat: overhaul session documentation, PSA notes, and client communications
- Reformat PSA resolution/escalation notes: clean single-line header,
  steps with engineer responses inline, remove duplicate timing blocks,
  remove AI confidence section, add follow-up recommendations
- Standardize time display to decimal hours (e.g. 0.25 hrs) across all
  note formatters and status update context
- Add follow_up_recommendations to SessionDocumentation schema and
  surface in SessionDocView; extracted from resolution suggestion steps
- Add _build_what_we_know() helper: uses session.evidence_items when
  cockpit branch merges, falls back to deriving findings from steps
- Fix option label lookup in generate_status_update (was passing raw
  machine values to AI instead of human-readable labels)
- Add 'What We Know' section to status update ticket notes prompt
- Improve _build_session_context in resolution_output_generator to
  include intake text and full step details instead of truncated chat
- Add request_info audience type: client-facing information request
  that skips the length step and generates a numbered question list
- Improve client_update and email_draft prompts with per-context
  guidance (status/resolution/escalation) and fix escalation subject
  line from 'Specialist Review' to 'Specialist Assistance'

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-05 15:18:31 +00:00
chihlasm
9ce4a8bc8e refactor: redesign Session History with tabs + Load More, improve Escalation Queue urgency
Session History:
- Split into AI Sessions / Flow Sessions tabs (AI default)
- Load More pagination (25 per page) instead of 50-item hard cap
- Dynamic problem domain filter from actual session data
- Fix all blue focus rings to ember orange
- Fix badge colors to use design system tokens

Escalation Queue:
- Add wait-time color coding (muted <1h, amber 1-4h, red >4h)
- Sort oldest-first for triage urgency
- Compact right-aligned pickup button
- Widen container, dynamic session count in subtitle
- Fix typos and non-system color tokens

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-30 00:34:38 +00:00
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