The "Unterminated string" JSON parse error is likely caused by Gemini
output truncation at 1024 tokens. Increases scaffold max_tokens to 2048
and adds logging for: raw response text, finish_reason (truncation
detection), and JSON parse failures.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
The google-genai SDK uses `client.aio.models.generate_content()` for
async calls, not `client.models.generate_content_async()` which doesn't
exist. Also removes the temporary /ai/provider-debug endpoint.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Adds AI_PROVIDER, GOOGLE_AI_API_KEY, AI_MODEL_GEMINI, and
AI_MODEL_ANTHROPIC config vars. Updates ai_enabled to check
either provider key.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
The frontend validate button was not checking that decision nodes with
children have at least 2 branches, so it would pass validation but the
backend publish check would reject with a 422. The AI tree validator also
only checked options count, not children count — so AI-generated trees
with 2 options pointing to the same single child would pass generation
validation but fail at publish time.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
The prod users table has account_id NOT NULL. The backfill migration and
ensure_service_account() now create a 'ResolutionFlow System' account
(display_code RF-SYS-1) before inserting the service user, satisfying the
constraint on all environments.
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: maintenance flow UX redesign — batch status hub, context strip, detail page upgrades (#85)
- Add BatchStatusPage (/flows/:id/batches/:batchId): per-target Start/Resume/View cards, progress bar, 5s polling while in-progress, completion outcome summary
- Add BatchStatusCard: handles not-started/in-progress/complete states with step progress for in-progress targets
- Add ActiveBatchBanner: amber banner on detail page when a batch is running, links to BatchStatusPage
- Add MaintenanceContextStrip: amber strip in ProceduralNavigationPage for maintenance flows showing target name, batch progress (X/Y complete), and Back to Batch nav
- Update MaintenanceFlowDetailPage: active batch banner, clickable run history rows with mini progress dots and outcome summaries, Run button loading state, post-launch navigates to BatchStatusPage
- Update ProceduralNavigationPage: renders MaintenanceContextStrip between top bar and content when tree_type === 'maintenance'; fetches batch progress once on mount
- Add batch_id filter to GET /sessions backend endpoint and SessionListParams frontend type
- Add /flows/:id/batches/:batchId route to router
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: session detail page — completion action + outcome summary card
- In-progress sessions: amber banner with "Complete Session" button opens
SessionOutcomeModal to set outcome/notes/next-steps and finalize
- Completed sessions: colored outcome summary card (icon + outcome label +
duration + notes + next steps) replaces dense header metadata; "Copy for
Ticket" promoted to primary action inside the card
- Export toolbar de-emphasized to secondary row of smaller controls below
the summary card
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: add library-page action props to StepCard (edit/delete/save)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: pass library-page action props through StepLibraryBrowser + refreshKey
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: StepFormModal wrapper + submitLabel/isSubmitting props on StepForm
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: Step Library page — create, edit, delete, save-to-library
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: add RuntimeStep union type for procedural custom steps
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: StepChecklist accepts RuntimeStep[], renders amber Custom badge
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: StepDetail accepts RuntimeStep, renders Custom Step badge for custom steps
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: custom step insertion in procedural flow sessions
Engineers can add custom steps inline during execution. Steps are
persisted to session.custom_steps and restored on resume.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: suppress StepFeedback on custom steps, fix resume stepState seeding, functional updater for step index
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* docs: add tree forking UI design doc
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* docs: add tree fork UI implementation plan
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: add ForkInfo type and fork fields to Tree/TreeListItem
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: align ForkInfo type with backend schema, remove redundant fork fields
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: ForkInfo placement, required fork_info field, add JSDoc
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: add ForkModal component with name and reason fields
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: ForkModal accessibility and UX (escape, click-outside, labels, maxLength)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: open ForkModal on fork action in TreeLibraryPage
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: add ForkModal to MyTreesPage
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: show Fork chip badge on forked tree cards
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* docs: add flow-to-library step sync design doc
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* docs: add flow-to-library sync implementation plan
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: add sync tracking columns to step_library
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: add sync columns and source_tree relationship to StepLibrary model
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: add group_label to StepContent, is_flow_synced/source_tree_name to StepLibraryResponse
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: include is_flow_synced and source_tree_name in step list/detail responses
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: add is_flow_synced and source_tree_name to step list response
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: add selectinload and sync fields to search and get_step endpoints
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: add step_sync module with extraction and upsert logic
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: safe NOT IN placeholders for asyncpg, add deactivate docstring
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: trigger step library sync on tree publish and deactivate on delete
- Call sync_steps_from_tree in update_tree whenever the tree is published
(status transitions to 'published' or is already published and structure changes)
- Call deactivate_synced_steps_for_tree in delete_tree before db.commit()
so the FK SET NULL does not nullify source_tree_id before the WHERE clause runs
- Fix ::jsonb cast syntax in step_sync.py (asyncpg rejects :: operator in text()
queries; replaced with CAST(:content AS jsonb))
- Add UniqueConstraint('source_tree_id','source_node_id') to StepLibrary model
so Base.metadata.create_all (used by tests) creates the constraint that the
ON CONFLICT clause in sync_steps_from_tree depends on
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: add is_flow_synced and source_tree_name to Step types
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: show From Flow badge and lock icon on flow-synced StepCard
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: show source flow name in StepDetailModal for synced steps
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: add Library Visibility select to procedural StepEditor
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: address code review issues in flow-to-library sync
- Fix sync trigger: only fire on publish transition, not every PUT
- Add TestSyncOnPublish integration tests (2 tests, 16 total passing)
- Add group_label to frontend StepContent interface
- Guard Library Visibility select to procedure_step nodes only
- Block API edits to flow-synced steps (400 read-only guard)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: handle None author_id in step sync to avoid invalid UUID error
When a system/default tree has no author (author_id is None),
str(None) produces the literal string 'None' which asyncpg
rejects as an invalid UUID for the created_by column.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: add ResolutionFlow service account to own default tree steps in library
Default/system trees had no author_id (NULL), causing a NOT NULL violation
when syncing steps to step_library.created_by on publish.
- Add is_service_account flag to users table (migration 4f4137ce)
- Add service_account.py: idempotent ensure_service_account() creates
noreply@resolutionflow.com with unusable password on startup
- Cache service account ID on app.state at lifespan startup
- Add get_service_account_id() FastAPI dep (returns None in tests)
- sync_steps_from_tree: resolve author_id or service_account_id as created_by
- create_tree: set author_id=service_account_id for is_default trees
- Migration 1490781700bc: backfill author_id on 31 existing default trees
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
- AI flow builder: scaffold → branch detail → assemble → review flow
- Generate All one-click branch generation with stop/cancel
- Regenerate scaffold suggestions button
- 3-action review screen: Start Flow, Open in Editor, Build Another
- Fix Publish button gated behind !isDirty
- Fix visibility column enforcement in tree access filter
- Add ?visibility filter and author_name to GET /trees
- Dashboard tabbed flows: My Flows / My Team / Public / All
- Create button in My Flows tab, window focus reload (stale data fix)
- Fork UI with optional reason modal
- Fix account_id nullability in User type and schema
- Keep is_public and visibility in sync on updates
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: AI-assisted flow builder with 4-stage wizard
Implements the complete AI flow builder feature using a guided 4-stage
wizard (Foundation → Scaffold → Branch Detail → Review & Assemble).
AI assists at bounded points using Claude Haiku for cost-efficient
structured JSON generation (~$0.01-0.03/flow).
Backend: new models (ai_conversations, ai_usage), Alembic migration,
quota enforcement with billing anchor, Anthropic API integration with
prompt caching, tree validation, conversation CRUD with 24h TTL,
APScheduler cleanup job, 5 API endpoints, Pydantic schemas.
Frontend: TypeScript types, API client, Zustand store for wizard state,
7 components (modal, step indicator, foundation form, branch selector,
branch detail view, tree preview, quota display), MyTreesPage integration
with "Build with AI" button (hidden when AI not configured).
Tests: 14 validator unit tests + 11 endpoint integration tests with
mocked Anthropic (zero real API spend). All 25 tests passing.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: dashboard design doc and implementation plan
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: Phase 1 — pinnedFlowsStore, pagination hook, cached quota hook, sidebar refactor
- Add pin() to pinnedFlowsApi
- Create pinnedFlowsStore (Zustand) — single source of truth for pin state
- Add dashboardMyFlowsView preference to userPreferencesStore
- Create usePaginationParams hook (URL-synced)
- Create useCachedQuota hook (5-min TTL)
- Sidebar uses pinnedFlowsStore instead of local state
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: Phase 2 — pin/favorite buttons on all library view components
- TreeGridView: star in top-right corner of cards
- TreeListView: star at end of each row
- TreeTableView: dedicated leftmost Favorite column
- All with proper a11y (aria-label), event isolation, loading states
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: Phase 3 — Library page create dropdown + AI Builder + pin wiring
- Replace single Create link with dropdown menu (3 flow types + AI Builder)
- Wire pinnedFlowsStore to all view components
- AI Builder modal integration via useCachedQuota hook
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: Phase 4 — Dashboard refactor with Favorites grid + paginated My Flows
- Favorites section: compact grid from pinnedFlowsStore, max 2 rows, expandable
- My Flows: author_id filter, URL-synced pagination (10/25/50/All)
- View toggle (grid/list/table) with independent preference
- Skeleton loaders, empty states with CTAs
- Create dropdown with AI Builder option
- 500-item ceiling for "Show All" mode
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: Phase 5 — Sidebar pinned section dual collapse + show more/less
- Header collapse hides entire section, resets to 5 items on re-expand
- List truncation: show first 5, "Show more (N)" expands to all
- Clicking a flow auto-collapses back to 5
- Smooth max-height CSS transition (250ms ease-out)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: stabilize usePaginationParams to prevent infinite re-render loop
allowedPageSizes array was recreated every render as a useMemo dep,
causing infinite updates. Use useRef to stabilize the reference.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: remove Set-based Zustand selectors causing infinite re-render loop
Zustand selectors returning new Set() on every call fail Object.is
equality check, triggering continuous re-renders. Replaced with
useMemo-derived Sets in consuming components.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: pin route ordering and star icon overlap in grid view
Move GET /pinned and PATCH /pinned/reorder before GET /{tree_id} to
prevent FastAPI from matching "pinned" as a UUID path parameter (422).
Relocate star button from absolute positioning into the header row to
avoid overlapping privacy icons and category badges.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: code review fixes — date calc, input validation, rate limits, shared components
- Fix monthly_reset_at crash when billing anchor day exceeds next month's length
- Add environment_tags sanitization (max 20 tags, 100 chars each) to prevent prompt injection
- Add @limiter.limit("10/minute") rate limiting to all AI endpoints
- Use getTreeNavigatePath() routing helper instead of hardcoded paths
- Extract shared CreateFlowDropdown component from QuickStartPage and TreeLibraryPage
- Clear useCachedQuota on logout to prevent stale data across user sessions
- Add useRef guard to scaffold useEffect to prevent potential double-fire
- Use node.id as React key instead of array index in BranchDetailView
- Remove redundant dead logic in ai_tree_validator
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: correct Anthropic model ID to full dated version
claude-haiku-4-5 is not a valid model alias — Anthropic requires the
full dated model ID claude-haiku-4-5-20251001.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: strip markdown code fences from AI JSON responses
Haiku sometimes wraps its JSON in ```json ... ``` despite the prompt
instructing otherwise. Strip fences before parsing to avoid JSONDecodeError
at char 0.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: increase branch_detail max_tokens to 8192 and add response logging
Truncated output at 4096 tokens produces invalid JSON mid-generation.
Also logs stop_reason and output_tokens per attempt to diagnose failures.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: pass explicit status='draft' when creating AI-generated flow
Tree model defaults to 'published' in the DB schema, but passing status=None
from the constructor overrides that default, causing a nullable=False violation
and a 500 on save.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: auto-advance branch detail and pin navigation bar
- Auto-advance to next undetailed branch after generation completes,
using a useEffect that watches the count of detailed branches
- Cap tree preview at max-h-48 with internal scroll so the nav bar
is never pushed off screen
- Make nav bar sticky bottom-0 with bg-card so it stays visible
regardless of content height
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: increase branch retries to 3 and relax cross-reference validation on final attempt
next_node_id mismatches are a common model hallucination that the retry
prompt doesn't reliably fix. On the final (3rd) attempt, accept the branch
with strict=False so only truly fatal errors (missing fields, dead ends,
bad JSON) cause a hard failure. Cross-reference issues are minor and
fixable in the tree editor.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: strengthen prompt to prevent next_node_id mismatches, keep strict validation
Rather than lowering the validation bar, improve the system prompt:
- Rule 6 now explicitly states next_node_id must match a direct child's id
- Added rule 10: build tree bottom-up to avoid forward-reference errors
- Corrective prompt now calls out the ID mismatch constraint specifically
Reverts the strict=False fallback — flows must be correct before saving.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: persist branch viewing index in store to survive phase remounts
Local useState resets to 0 every time phase transitions from 'generating'
back to 'detailing', causing the view to snap back to branch 1.
Move viewingIndex to store's currentBranchIndex (already existed) and
advance it in generateBranchDetail after success. Component reads from
store so remounts no longer lose position.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: correct publish validation to check title instead of action/solution fields
The publish validator was checking for an 'action' field on action nodes
and a 'solution' field on solution nodes, but the actual node schema
(confirmed from seed data and frontend types) uses 'title'/'description'.
This caused all AI-generated trees to fail publish validation.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: correct action node schema and improve AI flow quality
- Fix action nodes to use next_node_id (not children) for continuation,
matching how TreeNavigationPage.tsx navigates action nodes
- Validator now requires next_node_id on all action nodes and flags
missing ones as broken dead ends
- Update _check_branch_termination: action nodes are not dead ends since
they continue via next_node_id (validated separately)
- Improve scaffold prompt: branch names must describe observable symptoms
users can self-identify, not internal category names
- Update branch_detail prompt with clearer action node schema, corrected
few-shot example showing proper next_node_id on action nodes
- Improve assemble_tree root question to be more user-facing
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* docs: add AI flow builder gotchas to CLAUDE.md (#23-25)
- Action nodes use next_node_id (not children) for navigation
- Anthropic model IDs require full dated version string
- Claude API may wrap JSON in markdown fences
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: resolve CI lint errors and httpx dependency conflict
- Fix httpx version conflict: requirements-dev.txt now uses >=0.27.0 to match requirements.txt
- Extract CSAT helper functions to csatUtils.ts to fix react-refresh/only-export-components
- Remove default export from admin/EmptyState.tsx shim (same rule)
- Fix empty catch block in Modal.tsx (no-empty)
- Add eslint-disable comments for intentional setState-in-effect patterns in
FlowAnalyticsPanel, QuickLaunch, NodeEditorPanel, useCachedQuota,
MyAnalyticsPage, TeamAnalyticsPage
- Add eslint-disable comments for intentional _children destructure in NodeEditorPanel
- Fix _parentId unused var in useTreeLayout.ts
- Rewrite usePaginationParams.ts to avoid reading refs during render
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: update tests to match action node schema (next_node_id, not children)
- Update _make_valid_tree() in test_ai_tree_validator to use next_node_id
on action nodes (solution is a sibling, not a child)
- Fix test_dead_end_action_node → test_dead_end_decision_node (action nodes
don't have child-based dead ends; dead ends are decision nodes with no children)
- Add test_action_missing_next_node_id for the new validation rule
- Update BRANCH_DETAIL_JSON in test_ai_endpoints to use next_node_id pattern
- Update test_draft_trees.py to use "title" field for action/solution nodes
(tree_validation.py was updated this branch to require "title" not "action"/"solution")
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: update remaining tests and session_to_tree for title field rename
- test_tree_validation.py: replace "action"/"solution" content fields with "title"
- test_procedural_flows.py: update solution node fixtures to use "title"
- test_save_session_as_tree.py: update fixtures and assertions for "title" field
- session_to_tree.py: generate "title" instead of "action"/"solution" on converted nodes;
fall back to legacy field names when reading from old tree snapshots for compatibility
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
* docs: add procedural/maintenance editor redesign design
Collapsible sections, fixed-height layout, drag-to-reorder steps,
maintenance schedule section, and step list UX improvements.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: add procedural editor redesign implementation plan
7 tasks across 7 phases: collapsible sections, fixed-height layout,
step list improvements, drag-to-reorder, maintenance schedule section.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: restructure procedural editor with collapsible sections and fixed-height layout
Convert scrolling document layout to fixed-height editor with accordion-mode
collapsible sections for Details and Intake Form. Step list now gets all
remaining height with independent scrolling. Add CollapsibleEditorSection
component with ARIA attributes (aria-expanded, aria-controls).
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add step count with time estimate header and auto-scroll to new steps
Remove outer card wrapper from StepList (now rendered in scrolling container).
Header shows total estimated minutes when steps have time estimates. Auto-scrolls
to newly added steps using ref + scrollIntoView.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add drag-to-reorder steps with @dnd-kit
Wrap step list in DndContext + SortableContext. Each step/section header
gets a SortableStepWrapper with useSortable. Drag handles have accessible
labels and keyboard support. procedure_end stays non-draggable and always
last. Expanded steps are disabled for dragging. Array-index reorder only.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add MaintenanceScheduleSection with schedule builder and summary
Schedule draft state is local UI only (not in store). Hydrates form from
existing schedule on load. Includes getScheduleSummary helper for collapsed
section display. Two-stage save: tree first, schedule second. Schedule
failure shows actionable error without rolling back tree save.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: wire maintenance schedule section into procedural editor
Add collapsible Schedule section for maintenance flows with accordion
integration. Schedule summary shows frequency, time, and target count
when collapsed. New maintenance flows default to schedule section expanded.
Two-stage save preserved: tree saved first, schedule managed independently.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: resolve lint issues in maintenance schedule and editor page
Move getScheduleSummary to scheduleUtils.ts to satisfy react-refresh
only-export-components rule. Add onScheduleLoaded to useEffect deps.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: add design and implementation revision documents
Revision docs correct original plans: schedule persistence via API
endpoints (not tree_structure), array-index reorder (no display_order),
store minimum-one-step invariant, accordion mode, ARIA requirements,
and two-stage save orchestration with failure handling.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: auto-seed PR environments with SEED_ON_DEPLOY flag
Release command now runs migrations + seeds test users when
SEED_ON_DEPLOY=true. Tree seeding runs as a background task
on startup via HTTP API. Everything is idempotent and non-fatal.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: add httpx to requirements for PR environment seeding
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: seed all flow types (v2, procedural, maintenance) on deploy
Runs seed_trees, seed_trees_v2, seed_procedural_flows, and
seed_maintenance_flows sequentially as background tasks when
SEED_ON_DEPLOY=true. Each script failure is non-fatal.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* chore: trigger redeploy for full seed
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
* feat: Add TreeCanvasNode inline editor card component
Replaces modal-based node editing with inline expand/collapse cards.
Each card shows node type, title, and options in compact mode, then
renders the full edit form inline on expand — no modal required.
Local draft state with save/cancel prevents premature store writes.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: Add TreeCanvas layout with visual branching and orchestration
Replaces NodeList + TreePreviewPanel with a single full-width canvas.
Decision nodes branch horizontally; action/solution nodes flow vertically.
Inline type picker adds nodes without modal interruption. Handles pending
link resolution, inbound reference cleanup on delete, and selection sync.
CSS dot-grid background + connector lines for structure clarity.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* refactor: Update forms for inline safety, add MetadataSidePanel, update layout
- NodeFormDecision: option reorder via onUpdate (no premature store writes)
- NodePicker: add allowCreate prop (default true) to hide Create New options
during inline canvas editing, preventing side-effect node creation
- MetadataSidePanel: 320px right slide-in overlay wrapping TreeMetadataForm,
closes on backdrop click, close button, and Escape key
- TreeEditorLayout: Flow mode now renders full-width TreeCanvas + MetadataSidePanel
overlay; Code mode unchanged (Monaco + preview split)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: Wire toolbar metadata toggle and integrate canvas layout
- Add isMetadataOpen state in TreeEditorPage
- Add Metadata toolbar button (visible in Flow mode only)
- Auto-close metadata panel when switching to Code mode
- Pass isMetadataOpen/onCloseMetadata props through TreeEditorLayout
- Update Flow mode toggle tooltip to reflect new canvas editing
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* docs: add canvas UX fixes design doc (scroll, tooltips, answer stubs)
Captures approved design for three post-implementation UX improvements
to the tree canvas editor: card scroll fix, info tooltip replacement for
hint text, and the new 'answer' node type for sketching decision branches
before assigning types.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* docs: add implementation plan for canvas UX fixes
12-task plan covering scroll fix, info tooltips, and answer stub
node type. Each task has exact file paths, code, and build
verification steps.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: make canvas card expanded area scrollable with sticky header
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: add fullscreen toggle to Modal, enable in NodeEditorModal
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: add reusable InfoTip component for field-level help
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: replace hint paragraphs with InfoTip tooltips in NodeFormDecision
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: replace hint paragraphs with InfoTip tooltips in NodeFormAction
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: replace hint paragraphs with InfoTip tooltips in NodeFormResolution
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: add 'answer' to NodeType union for branch placeholder stubs
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: add AnswerStubCard component for unresolved branch placeholders
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: guard NODE_TYPE_CONFIG lookup against 'answer' type
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: redesign NodeFormDecision to label-only options, remove NodePicker
Users now type answer labels only. Stub nodes are created automatically
by TreeCanvas when the decision node is saved.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: auto-create answer stubs on decision save, render AnswerStubCard
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: add answer type to all Record<NodeType> icon and color maps
Fixes NodeList, ContinuationModal, NodePicker, and TreePreviewNode.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: allow 'answer' type in tree drafts, block on publish
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: block publish if unresolved answer stub nodes exist
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: serialize 'answer' stub nodes in markdown output
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: add defensive guard for answer nodes in session navigation
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: add delete button with confirmation to AnswerStubCard
Adds an inline delete flow to answer stub placeholder cards:
- Trash icon button (top-right, subtle) visible in idle state
- Click reveals "Delete this stub?" confirmation with Delete/Cancel
- Confirmed delete calls onDelete(nodeId) wired to handleDelete in TreeCanvas
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: prevent category Cancel overflow and add Tab/Enter to create options
- TreeMetadataForm: add min-w-0 + shrink-0 to keep Cancel button in-panel
- NodeFormDecision: Tab or Enter on the last non-empty option input adds a
new option and auto-focuses it; empty last input lets Tab pass through normally
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: re-sync draft from store when canvas card is opened
When a decision node is saved with new options, stub next_node_id values
are written back to the store. But the local draft was initialized once at
mount and never refreshed, so reopening the card gave a stale draft with
empty next_node_ids — causing duplicate stubs on every subsequent save.
Fix: reset draft from the live node whenever isExpanded transitions to true.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix+feat: blank options, stub card dismiss, collapsible subtrees
- TreeCanvas: strip blank-label options on save so they don't generate
stubs; also filter them from the unlinked-option add-button list
- AnswerStubCard: collapse type-picker when clicking outside the card
- TreeCanvasNode: add subtree collapse toggle button (ChevronsDownUp icon)
visible in compact mode when the node has children
- TreeCanvas: track collapsedNodeIds; hide subtree behind a clickable
"N nodes hidden" pill when collapsed
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: stop connector fork line from overlapping child cards
Replace the two-element approach (separate fork line + child lanes div with
mismatched maxWidth values) with a single relative-positioned container.
The fork line is absolutely positioned and its left/right are calculated from
the number of children so it spans exactly from the center of the first lane
to the center of the last lane.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: replace Show Drafts checkbox with Drafts tab in Flow Library
- Remove the out-of-place checkbox; add 'Drafts' as a tab alongside
All | Troubleshooting | Projects | Maintenance
- Drafts tab sets showDrafts=true + typeFilter='all' so the API filter
still works correctly via include_drafts
- Move SortDropdown to the right side next to ViewToggle, so both
secondary controls are grouped together
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add require_engineer_or_admin to POST/PUT/DELETE in target_lists.py (blocks viewers from write ops)
- Add require_engineer_or_admin to POST/PATCH in maintenance_schedules.py (blocks viewers from write ops)
- Add team ownership guard in batch_launch_sessions after active/published checks (Fix 2)
- Wrap scheduler.remove_job in try/except for SchedulerNotRunningError and JobLookupError (Fix 3)
- Recompute next_run_at when is_active flips to True, capturing was_active before update (Fix 4)
- Add optional batch_id and target_label fields to Session type; remove unsafe cast in MaintenanceFlowDetailPage.tsx (Fix 5)
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
- Add backend/app/core/scheduler.py with AsyncIOScheduler, CronTrigger-based
job registration, and _fire_maintenance_schedule to create batch sessions
- Wire scheduler.start()/load_all_schedules()/shutdown() into main.py lifespan
- Call register_schedule() in create_schedule endpoint after commit
- Call register_schedule()/unregister_schedule() in update_schedule based on is_active
- Add TreeShare to models/__init__.py so all SQLAlchemy mapper relationships
resolve before ORM queries in the scheduler context
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
- Expand ck_trees_tree_type CHECK constraint to include 'maintenance'
- Add 'maintenance' to TreeType Literal in schemas
- Treat maintenance trees as procedural in can_publish_tree validation
- Alembic migration 0f1ca2af3647 drops and recreates the constraint
- Two integration tests: create and filter by tree_type=maintenance
Co-Authored-By: Claude Sonnet 4.5 <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>
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>
Revoke-and-recreate flow for both invite systems with email delivery
via Resend API. Includes account invite email template and audit logging.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Migration 030: add email, assigned_plan, trial_duration_days, email_sent_at
to invite_codes with CHECK constraints
- Resend email integration (graceful degradation when API key not set)
- Invite codes now support plan assignment (free/pro/team) and trial duration (1-90 days)
- Registration applies invite code plan/trial to new subscription
- Auto-downgrade expired trials on authenticated access
- Enriched GET /admin/users/{id} with account, subscription, sessions, audit logs
- New endpoints: PUT /admin/users/{id}/subscription/plan and extend-trial
- Frontend: enhanced invite codes page with email, plan, trial fields
- Frontend: new user detail page at /admin/users/:userId
- Fixed API path drift: /invite-codes -> /invites
- 11 new backend tests, 416 total passing
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Adds complete super_admin panel with 9 pages and account owner categories page.
Backend includes 5 new DB tables, ~25 API endpoints, settings manager with
in-memory cache, and 29 integration tests. Frontend includes reusable admin
components (DataTable, Pagination, ActionMenu, etc.) with code-split lazy loading.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Backend features:
- Tree sharing via secure tokens with expiration (Issue #16)
- Draft tree status with conditional validation (Issue #25)
- Save session as custom tree with fork tracking (Issue #17)
- Tree validation system for publish requirements
- Session-to-tree conversion preserving custom steps
Database migrations:
- 024: Tree sharing (tree_shares table, visibility field)
- 025: Tree status field (draft/published)
- 25b: Merge migration for indexes
New endpoints:
- POST /api/v1/trees/{id}/share - Generate share token
- GET /api/v1/shared/{token} - Public tree access
- POST /api/v1/trees/{id}/can-publish - Validate tree
- POST /api/v1/sessions/{id}/save-as-tree - Convert session
Test coverage:
- 20 tests for draft trees functionality
- 14 tests for session-to-tree conversion
- 15 tests for tree sharing
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Transition from team-based to account-based multi-tenancy (Free/Pro/Team).
Migrations 016-020 create accounts, subscriptions, plan_limits, and
account_invites tables, then migrate existing users and content FKs.
New models: Account, Subscription, PlanLimits, AccountInvite.
Updated models add account_id alongside existing team_id (coexistence
for safe two-PR deployment). Permissions and deps refactored for
account_role instead of is_team_admin.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Creates AuditLog model with JSONB details column for tracking admin
actions. Integrates log_audit() helper into admin endpoints (role
change, team admin toggle, deactivate, activate) and tree delete.
IP address column reserved for future Railway proxy header support.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Phase B addresses 7 high-severity gaps from the permissions audit:
- B1: Enforce tree access check on session start via can_access_tree
- B2: Replace all inline permission helpers with centralized permissions.py
- B3: Fix require_engineer_or_admin to check is_team_admin before role
- B4: Add is_active field on User with enforcement in get_current_active_user
- B5: Add admin user management endpoints (list, get, role, team-admin, deactivate, activate)
- B6: Add rate limiting on auth/invite endpoints via slowapi (disabled in DEBUG)
- B7: Implement refresh token rotation with JTI-based revocation and meaningful logout
Also reduces access token TTL from 15 to 5 minutes and updates CLAUDE.md
with SaaS/MSP context for future planning sessions.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Remove role field from UserCreate schema, hardcode 'engineer' at registration
- Escape all user content in HTML export with html.escape() (XSS fix)
- Add field_validator to reject default SECRET_KEY when DEBUG=False
- Add CHECK constraint on users.role ('engineer'|'viewer') + migration 011
- Fix test_admin fixture to properly grant is_super_admin via ORM
- Fix circular FK (users↔invite_codes) in test DB setup with DROP SCHEMA CASCADE
- Add 5 new security tests (role validation + XSS prevention)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add role-based access control with hierarchy: super_admin > team_admin >
engineer > viewer. Adds is_super_admin boolean to User model (migration 010),
centralized backend permissions module, frontend usePermissions hook, and
UI enforcement (conditional Create/Edit buttons, editor redirect for viewers,
role badge in header). All endpoint admin checks updated from role=="admin"
to is_super_admin.
Co-Authored-By: Claude Opus 4.5 <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 is_public field to Tree model (private by default)
- Update access control: users see default trees, public trees, or their own
- Update all tree endpoints (list, search, get, categories) with new visibility logic
- Default/system trees are automatically marked as public
- Add migration 004 to add is_public column and update existing defaults
- Fix pydantic settings to ignore extra env vars (DATABASE_URL_SYNC)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Add InviteCode model import to alembic env.py
- Derive DATABASE_URL_SYNC from DATABASE_URL as a property
so it uses the same Railway-provided connection string
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Backend:
- Add InviteCode model with single-use codes
- Add invite API endpoints (create, list, revoke, validate)
- Modify registration to require invite code when enabled
- Add REQUIRE_INVITE_CODE config toggle (default: true)
- Add Alembic migration for invite_codes table
Frontend:
- Add invite code field to registration page
- Validate invite code on blur with visual feedback
- Pass invite code to registration API
Admins can generate invite codes via /api/docs (Swagger UI).
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Add Dockerfiles for backend (FastAPI) and frontend (nginx)
- Add railway.toml configs with health checks
- Add .dockerignore files for optimized builds
- Update config.py to auto-convert Railway DATABASE_URL format
- Add FRONTEND_URL env var for production CORS
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
