- 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>
* 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>
* feat: flexible intake — deferred variables + prepared sessions
Remove blocking intake form modal. Variables are now filled inline during
flow execution or pre-filled via prepared sessions. Adds PATCH /sessions/{id}/variables
endpoint, POST /sessions/prepare for session pre-staging, inline variable prompts
in StepDetail, editable Session Variables panel, and "Prepared for You" dashboard section.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: pass treeData directly to startSession to avoid stale state
setTree(treeData) hasn't committed when startSession runs immediately
after, so tree is still null and getStepsFromTree returns []. This
caused the step detail area to render empty on new session start.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: wire PrepareSessionModal entry point in Flow Library
Add "Prepare session" button (clipboard icon) to grid, list, and table
views for procedural/maintenance flows. Clicking fetches tree intake
fields and account members, then opens PrepareSessionModal.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
* refactor: adopt shared Input/Textarea components across 15 files
Replace 42 raw <input>/<textarea> elements with <Input>/<Textarea>
from components/ui/. Consistent focus states, error handling, and
styling across all form fields.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* refactor: replace hardcoded rgba/hex colors with Tailwind tokens
- rgba(255,255,255,0.xx) → bg-white/[0.xx], border-white/[0.xx]
- rgba(6,182,212,0.3) → border-primary/30 (focus states)
- #0a0a0a → bg-background
- Inline style hex colors → var(--color-primary), var(--color-brand-gradient-to)
- 28 files updated, zero hardcoded rgba() patterns remaining
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add PageMeta to 16 pages for SEO and proper browser tab titles
Public pages (Login, Register, Forgot/Reset Password, Verify Email,
Survey Thank You) get descriptions for SEO. Authenticated pages
(Dashboard, Flow Library, My Flows, Session History, AI Assistant,
Account Settings, Step Library, My Shares, Feedback, Guides) get
proper tab titles.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add page transitions and staggered list animations
- ViewTransitionOutlet: wraps Outlet with fade-in-up animation keyed
to route path. Sidebar/topbar stay still, only content area animates.
- StaggerList: reusable component that cascades children with
incremental delay (50ms default). Pure CSS via @utility stagger-item.
- Applied stagger to TreeGridView, MyTreesPage cards, SessionHistoryPage.
- New stagger-fade-in keyframe in @theme block.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: ViewTransitionOutlet needs h-full for React Flow canvas
The wrapper div broke the height chain needed by TreeEditorPage's
h-full layout, causing React Flow canvas to collapse to zero height.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: main-content flex layout for tree editor + scrollable pages
Main content area is now flex-col so the ViewTransitionOutlet wrapper
gets an explicit computed height via flex-1 min-h-0. This makes h-full
resolve correctly in the tree editor (React Flow canvas) while still
allowing overflow-y-auto scrolling for normal pages.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: resolve ESLint errors in Button and Skeleton components
- Button: suppress react-refresh/only-export-components for buttonVariants re-export
- Skeleton: replace empty interface with type alias, replace Math.random() with static widths array
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add PageMeta, animation classes, and layout fixes to remaining pages
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
* refactor: enforce shared Modal component in remaining custom modals
- ShareSessionModal: replaced custom modal markup with <Modal>
- CreateCategoryModal: replaced custom modal markup with <Modal>
- EditCategoryModal: replaced custom modal markup with <Modal>
- All now get focus trapping, Escape close, body scroll lock for free
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* refactor: adopt shared Button component in 18 modal components
Replace raw <button> elements with <Button> from ui/Button.tsx:
- Primary buttons (bg-gradient-brand) → <Button variant="primary">
- Secondary buttons (border-border) → <Button variant="secondary">
- Ghost buttons → <Button variant="ghost">
- Loading states use loading prop instead of manual Loader2 spinner
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* refactor: adopt shared Button component in 20 page/component files
Replace raw <button> elements with <Button> across pages and remaining
components. 38 total files now use the shared Button component consistently.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
* chore: run Tailwind v4 upgrade tool (Phase 1)
- Upgraded tailwindcss v3 → v4.2.1, postcss plugin to @tailwindcss/postcss
- Deleted tailwind.config.js, migrated theme to CSS @theme block in index.css
- Replaced @tailwind directives with @import 'tailwindcss'
- Added @custom-variant dark, @utility blocks for custom utilities
- Updated class names across 128 files (shadow-sm → shadow-xs, etc.)
- Removed autoprefixer (built into v4)
- Added migration plan doc
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* chore: switch from @tailwindcss/postcss to @tailwindcss/vite (Phase 2)
- Replaced @tailwindcss/postcss with @tailwindcss/vite plugin
- Deleted postcss.config.js (no longer needed)
- Tailwind now runs as a native Vite plugin for faster HMR
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* refactor: convert to OKLCH colors, move keyframes into @theme (Phase 3-4)
- Replaced all HSL color indirection with direct OKLCH values in @theme
- Moved all keyframes inside @theme block (v4 pattern)
- Eliminated hsl(var(--x)) double-indirection across 17 component files
- Replaced hsl() inline styles with var(--color-*) theme references
- Cleaned up redundant rdp-* utility blocks
- Fixed @custom-variant dark syntax to use :where()
- Added sidebar/glass/shadow vars as OKLCH in :root
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 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: tree editor authoring blockers - scroll trap, form density, branching hint
- Replace fixed viewport height with flex layout in NodeEditorPanel
- Make footer sticky so Save/Cancel always reachable
- Compact root node banner to single-line with InfoTip tooltip
- Reduce resolution note from callout box to inline text
- Add answer-first branching hint below options label
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: broken functionality - auth errors, toast logic, role update, routing, step library
- Extract backend error detail in auth store login/register
- Fix inverted 4xx toast logic and add 429 rate limit handling
- Send account_role field to match backend schema in role update
- Use type-aware routing for Repeat Last Session button
- Add step library placeholder page and route, remove dot badge
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: navigation correctness - back buttons, exit dialog, dedup nav, redirects
- Standardize all procedural back/exit paths to /trees (not /my-trees)
- Add exit button with ConfirmDialog to procedural session top bar
- Consolidate duplicate account links in sidebar and topbar
- Auto-redirect non-owners to personal analytics
- Add toast feedback before silent permission redirects in tree editor
- Delete orphaned AdminCategoriesPage
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* refactor: shared components, ConfirmDialog migration, pinned flow fixes
- Create shared Spinner component with sm/md/lg sizes
- Migrate 13 page-level spinners to shared Spinner
- Promote EmptyState to shared component, adopt in MyShares and SessionHistory
- Replace window.confirm with ConfirmDialog in 3 files
- Fix PinnedFlow.tree_type to include maintenance, update emoji display
- Verify sidebar unpin handler already correct (no-op)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: visual consistency - toasts, typography, focus rings, container padding
- Remove richColors from Sonner toasts, limit stacking to 3
- Add font-heading to all page H1s (7 files)
- Add font-label (Outfit) to TagBadges component
- Fix focus ring tokens on analytics pages
- Replace deprecated glass-stat with design system tokens
- Standardize container padding on analytics pages
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: backend alignment - remove drafts toggle, clean dead code, truncation indicator
- Remove non-functional drafts toggle and clean TreeFilters type
- Fix AccountInvite type to match backend schema
- Remove dead API methods: pinnedFlows.pin/reorder, trees.getSharedTree
- Remove unused types: SessionListResponse, RatingCreate.is_verified_use
- Add session list truncation indicator with size=51 lookahead
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: remove bg-black from PageLoader and RouteError, fix PageLoader height
PageLoader used h-screen inside a grid cell, causing it to overflow.
Changed to h-full so it fits within the main-content area. Removed
bg-black from both PageLoader and RouteError in favor of theme-aware
bg-background to prevent black flash during lazy loading.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: guard against Pydantic validation error objects in toast/error messages
FastAPI returns `detail` as an array of objects for 422 validation errors,
not a string. Passing these objects to toast.error() or rendering them in
JSX crashes React with Error #31 ("Objects are not valid as a React child").
Now checks typeof detail === 'string' before using it.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: toast styling, node editor first-click, action node placeholder pattern
1. Toast fixes: Add theme="dark" to Sonner, use !important CSS overrides
instead of zero-specificity :where() selectors, suppress noisy 4xx
global toasts (pages handle their own errors)
2. Node editor first-click: Add node.type to draft initialization
useEffect deps so draft resets when answer stub converts to real type
3. Action node redesign: Remove NodePicker dropdown, auto-create answer
placeholder on save (matching decision node pattern). Users click the
placeholder on canvas to choose type and fill in details.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: auto-seed test users when release command fails on PR envs
The background seeder now creates users directly via DB if login fails,
instead of silently aborting. This handles Railway PR environments where
the releaseCommand may not execute properly.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: remove categories/tags from sidebar to prevent footer clipping
Categories and Tags sections were pushing Feedback, Account, and
Collapse off-screen when All Flows expanded its children. These
filters already exist on the TreeLibraryPage, so the sidebar
duplicates were removed.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add workspace system and sidebar layout (UI design system Phase A+B)
Backend: Workspace model, migration (036), schemas, CRUD API endpoints.
Adds workspace_id to trees and categories, seeds 4 default workspaces
per account, auto-assigns existing trees by tree_type.
Frontend: Complete AppLayout rewrite from top-nav to CSS Grid shell
with persistent sidebar + topbar. New components: WorkspaceSwitcher,
NavItem, CategoryList, TagCloud, TopBar, Sidebar. Dashboard components:
QuickStats, FiltersBar, SectionGroup, TreeListItem, SessionsPanel.
WorkspaceStore with localStorage persistence.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add command palette search, dashboard rewrite, and shell height fixes (Phase C)
- Add ⌘K command palette with debounced search across flows and sessions
- Rewrite QuickStartPage as dashboard with stats, filters, sessions panel
- Fix h-[calc(100vh-4rem)] → h-full across all pages for CSS Grid shell
- Add active session count badge to sidebar Sessions nav item
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add sidebar collapse, category/tag filtering, and workspace CRUD (Phase D)
- Sidebar collapse/expand toggle with icon-only rail mode (persisted)
- Sidebar category/tag clicks navigate to /trees with URL params
- TreeLibraryPage syncs filters from URL search params bidirectionally
- Workspace create modal with icon picker and auto-slug generation
- TopBar logo adapts to collapsed sidebar state
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add Quick Launch modal with actions and recent flows
- Zap button opens Quick Launch with create/navigate shortcuts
- Shows recent flows for quick session start
- Keyboard navigation support (arrows + enter)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add activity notifications panel with session feed
- Bell icon shows dot indicator for recent activity
- Dropdown panel shows recent sessions with status icons
- Links to session detail and sessions list page
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: remove workspace system, add pinned flows and label renames
Replace workspace system with pinned flows API (pin/unpin/list/reorder).
Rename user-facing labels: Tree→Flow, Procedure→Project. Add sidebar
nav sub-items for flow type filtering. Remove 11 workspace files,
add migrations 037-038, clean all workspace references.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: collapsed sidebar layout scaling and toggle button size
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* refactor: migrate auth pages to new design system
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* refactor: migrate TreeLibraryPage to new design system
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* refactor: migrate session pages to new design system
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* refactor: migrate TreeEditorPage to new design system
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* refactor: migrate TreeNavigationPage to new design system
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* refactor: migrate session sharing components to new design system
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* chore: remove workspace dropdown animation (dead code)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* refactor: migrate common components to new design system
Migrate 15 components from monochrome glass-card design to purple gradient
accent design system tokens (bg-card, border-border, text-foreground,
bg-gradient-brand, etc.)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* refactor: migrate procedural and step library components to new design system
Migrate 10 components from monochrome glass-card design to purple gradient
accent design system tokens.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* refactor: migrate admin pages and components to new design system
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* refactor: migrate remaining pages to new design system
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* refactor: migrate remaining components to new design system
Migrates 38 files: tree-editor forms, session modals, step library,
common components, library views, tree preview, and misc UI to use
design tokens (bg-card, border-border, text-foreground, bg-accent,
bg-gradient-brand) replacing old monochrome patterns.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: keep brand text visible on sidebar collapse, hide sub-items until hover
- TopBar: always show "ResolutionFlow" text regardless of sidebar state
- NavItem: sub-items (Troubleshooting, Projects) hidden by default,
revealed on hover or when a child route is active
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add session sharing types, API client, and utilities
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add SessionTimeline and ActionMenu reusable components
SessionTimeline extracts timeline/checklist rendering from SessionDetailPage
into a reusable component for both authenticated and public session views.
ActionMenu provides a dropdown action menu with keyboard/click-outside dismiss.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add ShareSessionModal and integrate into SessionDetailPage
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add Share Progress popover to TreeNavigationPage
Replace the single "Copy for Ticket" button with a "Share Progress"
popover that offers three actions: Copy Progress Summary (existing PSA
export flow), Copy Share Link (auto-creates account-only share if
needed), and Manage Share Links (opens ShareSessionModal).
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add public SharedSessionPage with tree preview
Add the public-facing shared session page at /share/:shareToken that
renders shared sessions without authentication. Includes error handling
for 401 (redirect to login), 403 (access denied), 404 (not found),
and 410 (expired). The page features a minimal header, session metadata,
SessionTimeline component, and a new SharedSessionTreePreview component
that renders the decision tree structure with the path taken highlighted.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add My Shares management page with nav link
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: address code review issues in session sharing
- Add useCallback for loadShares in ShareSessionModal (React hook deps)
- Use TreeStructure type instead of Record<string, unknown> for type safety
- Fix login redirect format to match LoginPage's expected state shape
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* test: add focused tests for session sharing utilities and API
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: resolve tree_structure type compatibility for shared session views
- Use TreeStructure & Record<string, unknown> intersection for JSONB flexibility
- Add explicit cast in SharedSessionTreePreview for recursive node rendering
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: add session sharing learnings to CLAUDE.md
Add gotchas #12 (TreeStructure vs Tree types) and #13 (login redirect
state format), note about npm run build strictness, and public route
pattern to Common Tasks.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: procedural editor UX improvements
Add URL intake field type, fix variable name editing collapsing fields
(index-based keys/updates), auto-generate variable names by field type,
add section header as first-class step type, and simplify step editor
with "More Options" collapsible for advanced fields.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: allow section_header step type in validation, improve tag input
- Add 'section_header' to VALID_STEP_TYPES in backend validation so
procedural flows with section headers can be published
- Replace procedural editor's inline tag input with TagInput component
(supports autocomplete, Tab, comma, semicolon, and paste splitting)
- Add semicolon delimiter support to TagInput component
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: add type-aware routing for procedural flows
Centralizes tree navigation routing via getTreeNavigatePath helper.
Fixes all pages to route procedural sessions to /flows/:id/navigate
instead of /trees/:id/navigate. Adds safety redirect in troubleshooting
navigator and resume support in procedural navigator.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: remove unused index prop from IntakeFieldEditor
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
Adds a new "procedural" tree type for linear step-by-step project workflows
(domain controller setup, M365 onboarding, VPN config, etc). Includes intake
form builder, two-panel step navigation, variable resolution, procedural
exports, 3 seed templates, and UI rename from "Trees" to "Flows".
Also archives 19 implemented plan docs and creates deferred features backlog.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Server-side regex redaction masks IPs, emails, bearer/API tokens, and
UNC paths in exported session content. Redaction runs post-generation
and post-variable-resolution with fail-closed error handling. Frontend
gets a "Mask Sensitive Data" toggle in the export preview modal with
a summary of what was redacted. 24 unit tests passing, frontend build clean.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Add next_steps to Session, SessionUpdate, SessionComplete, SessionExport types
- Add Next Steps textarea to SessionOutcomeModal
- Update TreeNavigationPage consumer callback for next_steps
- Display next_steps with whitespace-pre-wrap on SessionDetailPage
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Engineers can now paste command output during action steps. Output is
stored in the session decisions JSONB, displayed in session review,
included in all 4 export formats with command context, and preserved
in session-to-tree conversions.
- Collapsible "Paste Output" textarea on action nodes with commands
- 10,000 character limit with live character count
- Works on both built-in and custom action steps
- Preloads output when revisiting a step via Go Back
- All exports show commands run alongside captured output
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add session quick wins (#51-#55)
- Session timer showing elapsed time in header (#51)
- Tab keyboard shortcut to focus notes textarea (#52)
- Repeat Last Session button on tree library page (#53)
- Auto-recovery banner for incomplete sessions (#54)
- Copy individual step to clipboard on session detail (#55)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: add missing delete button to table and list tree views
The onDeleteTree prop was accepted but never used in TreeTableView and
TreeListView. Now both views show a trash icon (permission-gated) matching
the existing grid view behavior.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
Replace all `from '@/api'` barrel imports with direct imports from
specific module files (e.g. `from '@/api/trees'`) across 20 files.
This enables better tree-shaking so each page only bundles the API
modules it actually uses.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Migrate all 84 frontend files from the old themed/colored design to a
monochrome glass-morphism design system. Pure black backgrounds, white
text with opacity levels, glass-card components with backdrop-blur, and
functional color reserved for status indicators only.
Foundation: remap CSS variables to monochrome, simplify Tailwind config,
remove theme toggle, convert brand logo/wordmark to white. Pages: all
14 pages updated. Components: all common, library, session, step-library,
tree-editor, tree-preview, admin, and subscription components converted.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
PSA Export:
- New "PSA / Ticket Note" export format optimized for ConnectWise
- Structured output: Problem, Steps Taken, Resolution, Time Spent, Notes
- Prominent "Copy for Ticket" button on session detail page
- 24 unit tests for PSA export generator
Quick-Start Landing:
- New default landing page with search-first UX
- Auto-focused search bar with debounced tree search
- "Continue Session" cards for active sessions
- "Recent Trees" section from session history
- Home nav item and logo links updated
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Add mobile hamburger menu with slide-out nav drawer (AppLayout)
- Make modals responsive: full-width on mobile, slide-up animation
- Scratchpad becomes full-screen overlay on mobile with backdrop
- Folder sidebar hidden on mobile, opens as slide-over drawer
- Tree editor shows "Desktop Required" gate on mobile
- Stack action buttons vertically on mobile (sessions, detail pages)
- Increase touch targets throughout (buttons, close icons)
- Add CSS animations: fade-in, slide-in-left, scale-in, btn-press
- Add card hover lift effect and consistent border highlights
- Standardize page padding (px-4 py-6 sm:px-6 sm:py-8)
- Responsive headings (text-2xl sm:text-3xl)
- CustomStepModal goes full-screen on mobile
- Tighten auth page spacing on mobile
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
## Summary
Implements Phase 2.5 Step Library Foundation:
### Issues Completed
- #3 User Preferences - export format default setting
- #5 Step Categories - database table and seed data
- #6 Step Library - database schema and migrations
- #7 Step Library - CRUD API endpoints
- #8 Step Library - rating and review system
### Changes
**Backend:**
- Migration 007: step_categories table with 10 seeded global categories
- Migration 008: step_library, step_ratings, step_usage_log tables
- Full CRUD API for step categories (/api/v1/step-categories)
- Full CRUD API for step library (/api/v1/steps) with search, filters, ratings
- CORS support for Railway PR environments (ALLOW_RAILWAY_ORIGINS)
**Frontend:**
- User preferences store (Zustand + localStorage)
- Settings page at /settings with export format dropdown
- Default export format applied in SessionDetailPage
### Testing
- Tested in Railway PR environment
- Database seeded with 7 MSP troubleshooting trees
- All API endpoints verified working
- Add theme store with light/dark/system modes and ThemeToggle component
- Prevent flash of wrong theme on initial load via inline script
- Add ExportPreviewModal for previewing session exports before download
- Add copy-to-clipboard functionality to session export
- Implement keyboard shortcuts for tree navigation (1-9 options, Esc back, Enter continue)
- Display keyboard hints in tree navigation UI
- Fix findNode to safely handle undefined structure parameter
- Update page title to "Apoklisis"
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
