7c19521fc2e2a9e0f3572e7e43fddf4954046138
24 Commits
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fc51ceb610 |
refactor: rename AssistantChatPage to CockpitPage, consume useAssistantSession hook
Replace all inline session management with the shared useAssistantSession hook. Keep cockpit-specific state (triageMeta, workZonePct, steps, onboarding) and handlers. Wire onSessionLoadedRef/onTriageUpdateRef callbacks. Add feature flag redirect for flowpilot_cockpit. Update router and prefetch references. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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912075cd43 |
refactor: dashboard design critique — eliminate redundancy, differentiate sections
- Remove GreetingStatStrip (duplicated PerformanceCards data) - Strip left-border accent from stat cards (AI slop pattern) - Redesign KnowledgeBaseCards: icon grid → compact row list with icon badges - Redesign TeamSummary: distinct inline-row layout, no longer identical twin - Differentiate hover: stat cards use subtle border-hover, sessions keep springy lift - Add loading skeletons to PerformanceCards, KnowledgeBaseCards, TeamSummary - Add error state to PerformanceCards - Extract timeAgo() to shared lib/timeAgo.ts (replaced 4 duplicates) - Fix Skeleton bg-brand-border (undefined CSS var) → border-default - Fix double text-xs text-[0.5625rem] class conflicts across dashboard Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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48f2b3faaf |
fix: stale chunk auto-reload + image paste upload UX
- Add lazyWithRetry wrapper for all lazy-loaded routes to auto-reload on stale chunk errors after deploys (prevents ErrorBoundary flash) - Show toast notification when image paste/upload fails due to storage not configured (503), instead of silent tiny error thumbnails - Remove failed uploads from thumbnail strip on 503 (was showing confusing retry icon) - Pass completed upload IDs in navigation state from dashboard input - Suppress Sentry dialog for chunk load errors (deploy artifacts) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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| 9b3b82882e |
feat: add Core Web Vitals reporting to PostHog
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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8178657632 |
fix: switch to PostHogProvider per official React integration guide (#112)
- Install @posthog/react and wrap app with PostHogProvider - Use VITE_PUBLIC_POSTHOG_KEY and VITE_PUBLIC_POSTHOG_HOST env vars - Use defaults: '2026-01-30' for recommended settings - Remove manual initAnalytics() call — Provider handles initialization - Analytics module now checks posthog.__loaded for readiness Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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1e8ed09fbd |
feat: add PostHog product analytics for key user actions (#110)
Tracks 9 key events: account_created, login_success, flow_viewed, session_started, session_completed, export_generated, ai_feature_used, psa_connected, session_shared. Identifies users on login, resets on logout. Autocapture disabled — only explicit discrete events. Set VITE_POSTHOG_KEY in environment to enable. Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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8534dbfb5f |
feat: command palette, PSA ticket context, session-to-flow converter (#108)
* 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>
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Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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d4dbf44781 |
feat: Script Generator Phase 1+2 — backend, engine, API, frontend, template editor, parameter detector
Complete Script Generator feature including: Backend: - ScriptCategory, ScriptTemplate, ScriptGeneration models - ScriptTemplateEngine with substitution, filters, sanitization - CRUD + share API endpoints with permission checks - Integration tests for permissions and sharing - Migration 057 with AD User Management seed templates Frontend — Script Library: - Browse templates with category tabs and search - Configure pane with parameter form and script generation - Script preview with live substitution and copy/download - scriptGeneratorStore Zustand store Frontend — Template Editor: - Full CRUD form with metadata, script body (Monaco Editor), parameters - ParameterSchemaBuilder with visual builder + JSON toggle - ScriptManagePage with routing and nav link Frontend — Parameter Detector: - Client-side PowerShell parameter detection engine - Detects script-level param() blocks and variable assignments - Type inference from PS type annotations and value patterns - ParameterDetectorStepper one-by-one review UI with accept/skip Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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ccd06c9ed4 |
feat: flexible intake — deferred variables + prepared sessions (#103)
* 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>
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Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
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96966c3b72 |
feat: Flow Transfer, Procedural Assist & UI Design System (#97)
* feat: add flow export/import backend (migration, endpoints, schemas)
Add .rfflow file export/import support:
- Migration 050: import_metadata JSONB column on trees
- GET /trees/{id}/export?format=json|xml endpoint
- POST /trees/import endpoint (creates draft, resolves categories/tags)
- FlowExportEnvelope, FlowImportRequest/Response schemas
- import_metadata field on TreeResponse
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add flow export/import frontend + backend tests
Frontend:
- ExportFlowModal with JSON/XML format selection + download
- ImportFlowModal with drag-drop file picker + preview step
- rfflowParser for client-side JSON/XML .rfflow parsing
- Export buttons on editor toolbar and library action menus
- Import button on library page next to Create New
- Provenance display for imported flows in editor
- flowTransfer API client + types
Backend:
- Fix regex->pattern deprecation in export endpoint
- 12 integration tests covering export, import, round-trip,
access control, tag/category creation, version validation
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* refactor: remove XML export, JSON-only for .rfflow files
- Remove XML builder, format query param, and XML tests
- Simplify ExportFlowModal (no format picker)
- Simplify rfflowParser (JSON-only)
- Remove format field from schemas and types
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: match Flow Assist chat input to AI Assistant styling + strengthen one-question prompt
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add procedural flow support to AI chat builder (Flow Assist)
- Add procedural-specific system prompts (schema, interview protocol, response format)
- Dispatch prompts by flow_type: procedural/maintenance use flat steps schema, troubleshooting uses decision tree schema
- Parse [STEPS_UPDATE] and [INTAKE_FORM] markers in AI responses
- Add validate_generated_procedural_steps() validator
- Handle intake form extraction in AI chat import endpoint
- Add StaticStepsPreview component for procedural flow preview
- Update store and page to render correct preview by flow type
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add flow type selection to Flow Assist entry points
- CreateFlowDropdown now shows "Build with Flow Assist" under each flow type
- Library page "Flow Assist" button respects current type filter
- Clean up unused AIFlowBuilderModal references
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: update CLAUDE.md with AI chat builder and intake form learnings
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: refine assistant chat prompt for concise answers and focused questions
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: switch AI provider to Claude Sonnet 4.6 + add shift+enter hint to chat inputs
- Default AI_PROVIDER changed from gemini to anthropic
- AI_MODEL and AI_MODEL_ANTHROPIC updated to claude-sonnet-4-6
- Added "Shift + Enter for a new line" hint below all chat textareas
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: update CLAUDE.md with AI provider and chat input learnings
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: add editor-embedded Flow Assist design document
Design for replacing the standalone /ai/chat page with context-aware
AI side panels embedded in each editor (Troubleshooting + Procedural).
Covers ghost node suggestion system, output-based thresholds,
config-driven model routing, knowledge integration, and per-flow
chat persistence.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: add editor-embedded Flow Assist implementation plan
25-task plan across 9 phases covering backend foundation, frontend
infrastructure, tree/procedural editor integration, AI-assisted create,
old code removal, action-type dispatch, suggestion audit trail, and
build verification.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: use actual root node ID in orphan validation check
AI-generated trees use descriptive IDs (e.g., "verify-account-exists")
instead of "root", causing the root node to be falsely flagged as orphaned.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add config-driven AI model tier routing
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: extend AI chat session with tree_id and archived_at
Add tree_id FK (CASCADE) for editor-embedded sessions and archived_at
timestamp column to ai_chat_sessions table.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add AI suggestion audit trail table
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add action_type and focal_node_id to AI chat message API
- Add VALID_ACTION_TYPES literal and action_type/focal_node_id fields to
AIChatMessageRequest schema
- Add tree_id field to AIChatStartRequest schema for editor-embedded sessions
- Update send_message() signature with action_type and focal_node_id params
- Update start_chat_session() signature with tree_id param
- Pass new params through endpoints to service functions
- All new params have defaults so existing behavior is unchanged
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: route AI model selection through action-type config
Update get_ai_provider() to accept an optional model override parameter
(applied only to AnthropicProvider; Gemini always uses its own model).
Thread action_type-based model resolution through send_message() and
generate_final_tree() in the AI chat service.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add TypeScript types for editor-embedded AI
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add shared ContextMenu component
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add useEditorAI hook and editorAI API client
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add EditorAIPanel component with Chat and Suggestions tabs
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: integrate AI panel, context menu, and ghost nodes in tree editor
- Add AI Assist panel toggle button to tree editor toolbar
- Wire EditorAIPanel alongside TreeEditorLayout with single-panel rule
- Thread onNodeContextMenu through TreeEditorLayout → FlowCanvas → FlowCanvasNode
- Add right-click context menu with Generate Branch, Explain Node, Delete actions
- Add ghost node detection (_suggestion flag) with dashed border + opacity styling
- Add Accept/Dismiss overlay buttons on ghost nodes for future suggestion handling
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: integrate AI panel, context menu, and ghost steps in procedural editor
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add AI prompt dialog and wire into CreateFlowDropdown
Replace navigation to /ai/chat with an inline AIPromptDialog modal
that collects a single prompt, generates a flow via the editor AI API,
imports it, and navigates to the editor with the AI panel open.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: add glassmorphism to AI prompt dialog + maintenance Flow Assist button
- Use .glass-card-static on AIPromptDialog card for consistent design system
- Add "Build with Flow Assist" button to maintenance section in CreateFlowDropdown
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* refactor: remove standalone Flow Assist page and old AI chat components
Remove the old /ai/chat page, AI wizard modal, and all associated
components/stores/types now replaced by the editor-embedded AI panel.
Deleted:
- AIChatBuilderPage, ai-chat/ components, aiChatStore, aiChat API, ai-chat types
- AIFlowBuilderModal, ai-builder/ components, aiFlowBuilderStore
Cleaned up:
- Router (removed /ai/chat route)
- Sidebar (removed Flow Assist nav item)
- MyTreesPage (removed AI builder modal and button)
- TreeLibraryPage (removed Flow Assist button)
- API and type barrel exports
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add delta response parsing and action-type prompt dispatch
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add AI suggestion audit trail endpoints
Create/list/resolve endpoints for tracking AI-applied changes to flows.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add APScheduler task to auto-archive stale AI chat sessions
Archives AI chat sessions with no activity for 30 days, runs daily at 3 AM.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: update project status for editor-embedded Flow Assist
- Add Editor-Embedded Flow Assist to CURRENT-STATE.md in-progress items
- Update CLAUDE.md: fix stale lessons (#41, #46), add new patterns (#47 editor AI architecture, #48 orphan validation)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: use correct model alias in AI_MODEL_TIERS standard tier
The dated model ID `claude-sonnet-4-6-20250514` was causing 502 errors.
Use the alias `claude-sonnet-4-6` which matches AI_MODEL_ANTHROPIC.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: send live flow context to AI Assist for full editor awareness
The AI panel now sends the current tree structure (troubleshooting) or
steps + intake form (procedural/maintenance) with each message. This
gives the AI full visibility into node details, questions, descriptions,
options, and intake form fields — not just the node ID.
- Backend: add flow_context param to schema, endpoint, and service
- Frontend: add getFlowContext callback to useEditorAI hook
- TreeEditorPage: passes treeStructure as flow context
- ProceduralEditorPage: passes steps + intakeForm as flow context
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: include flow name and description in AI Assist context
Both editors now send name and description alongside the flow structure,
so the AI can reference what the flow is about when responding.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: increase AI timeout to 120s and limit retries to 1
The 45s timeout was too short for generation tasks with full flow
context in the system prompt. The Anthropic SDK's default 2 retries
caused requests to hang for ~136s before failing. Now: 120s timeout
with max 1 retry = faster failure if it does timeout.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: wire AI-generated flow structures into editor stores
The useEditorAI hook was ignoring result.working_tree from AI responses,
so generated steps/trees never appeared in the editor. Now:
- useEditorAI calls onFlowUpdate when working_tree is present in response
- ProceduralEditorPage handles steps + intake form updates via replaceSteps
- TreeEditorPage handles tree structure updates via replaceTreeStructure
- Both stores have new bulk-replace methods for AI integration
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: add lessons learned for full-stack integration, Anthropic retries, model tiers
#49 Always verify frontend consumes backend response fields
#50 Anthropic SDK max_retries=1 to avoid 3× timeout
#51 AI model tier routing via settings.get_model_for_action()
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: move AI Assist panel to full-height side layout in both editors
The AI panel was nested inside the content area, only spanning the
step list / canvas section. Now it sits at the outermost flex level,
spanning the full page height alongside all content (toolbar,
collapsible sections, steps/canvas). This prevents the panel from
overlapping content and lets the editor area properly shrink.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: AI Assist panel as fixed right drawer (matching Copilot/Scratchpad)
Convert EditorAIPanel from in-flow flex child to fixed right-side drawer
overlay, same pattern as CopilotPanel and ScratchpadSidebar. The panel
is fixed at right:0 spanning full viewport height, and editor pages add
pr-[380px] padding when open so content shifts left without overlap.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: AI Assist panel sits below topbar with slide-in animation
- Panel now uses top:56px to sit below the app shell topbar instead of
covering it (matches the main-content grid cell area)
- Added slideInRight CSS animation for smooth drawer entrance
- Editor pages use dynamic paddingRight via PANEL_WIDTH constant
- ChatTab upgraded: markdown rendering, CopilotPanel-style message
bubbles, auto-focus input, Shift+Enter hint
- All borders use --glass-border for consistent glassmorphism
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: AI Assist panel as in-flow flex sibling (not fixed/overlay)
Replace fixed positioning with in-flow flex layout. The outermost div
is now a horizontal flex row: content column (flex-1 min-w-0) + panel
(w-[380px] shrink-0). When the panel opens, the content column
automatically shrinks — no padding hacks or z-index stacking needed.
This guarantees the content shifts left and stays fully visible.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: AI Copilot panel as in-flow flex sibling in session navigation pages
Changed CopilotPanel from fixed overlay to flex layout sibling so it
pushes main content instead of covering it during active sessions.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: remove duplicate CLAUDE.md lessons #47-48
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: UI design system primitives, accessibility, and performance improvements
- Add Button component with CVA variants (primary, secondary, destructive, ghost, link)
- Add Input, Textarea, FormField, and Skeleton UI primitives
- Add focus trapping to Modal for WCAG accessibility compliance
- Add prefers-reduced-motion media query for motion-sensitive users
- Add route-level ErrorBoundary wrapping via page() helper in router
- Add route prefetching on sidebar nav hover for instant navigation
- Add PageMeta component with OG/Twitter meta tags (react-helmet-async)
- Add PageMeta to SharedSessionPage and SurveyPage for social sharing
- Replace lodash with custom debounce utility (saves ~71KB bundle)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: mobile-responsive SurveyPage with touch-friendly targets
15+ responsive adjustments using sm: breakpoints for proper mobile
display: compact padding, flex-wrap metadata, stacked email input,
larger touch targets for drag-rank/range inputs, hidden brand text
on small screens, and tighter line heights.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: survey invite links use FRONTEND_URL config instead of hardcoded URL
PR environments were generating survey links pointing to production
(resolutionflow.com) because the URL was hardcoded. Now uses the
existing settings.FRONTEND_URL, falling back to localhost (debug)
or production (release).
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: scroll to top after survey slide transition renders
Use requestAnimationFrame to defer scrollTo until after React
renders the new slide content, preventing the browser from
staying at the bottom of the page.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: scroll to top on survey slide change via useEffect
requestAnimationFrame was still too early. Use a useEffect on
currentSlide so the scroll fires after React commits the new
slide to the DOM. Skips initial render to avoid scroll on load.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: survey scroll-to-top on mobile using scrollIntoView
Mobile browsers (iOS Safari especially) ignore window.scrollTo.
Use scrollIntoView on a ref at the top of the page instead,
which works reliably across mobile and desktop browsers.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: add mobile scrollIntoView lesson (#52) to CLAUDE.md
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
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0dc6123c0c |
feat: flow export/import + procedural Flow Assist (#96)
* feat: add flow export/import backend (migration, endpoints, schemas)
Add .rfflow file export/import support:
- Migration 050: import_metadata JSONB column on trees
- GET /trees/{id}/export?format=json|xml endpoint
- POST /trees/import endpoint (creates draft, resolves categories/tags)
- FlowExportEnvelope, FlowImportRequest/Response schemas
- import_metadata field on TreeResponse
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add flow export/import frontend + backend tests
Frontend:
- ExportFlowModal with JSON/XML format selection + download
- ImportFlowModal with drag-drop file picker + preview step
- rfflowParser for client-side JSON/XML .rfflow parsing
- Export buttons on editor toolbar and library action menus
- Import button on library page next to Create New
- Provenance display for imported flows in editor
- flowTransfer API client + types
Backend:
- Fix regex->pattern deprecation in export endpoint
- 12 integration tests covering export, import, round-trip,
access control, tag/category creation, version validation
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* refactor: remove XML export, JSON-only for .rfflow files
- Remove XML builder, format query param, and XML tests
- Simplify ExportFlowModal (no format picker)
- Simplify rfflowParser (JSON-only)
- Remove format field from schemas and types
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: match Flow Assist chat input to AI Assistant styling + strengthen one-question prompt
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add procedural flow support to AI chat builder (Flow Assist)
- Add procedural-specific system prompts (schema, interview protocol, response format)
- Dispatch prompts by flow_type: procedural/maintenance use flat steps schema, troubleshooting uses decision tree schema
- Parse [STEPS_UPDATE] and [INTAKE_FORM] markers in AI responses
- Add validate_generated_procedural_steps() validator
- Handle intake form extraction in AI chat import endpoint
- Add StaticStepsPreview component for procedural flow preview
- Update store and page to render correct preview by flow type
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add flow type selection to Flow Assist entry points
- CreateFlowDropdown now shows "Build with Flow Assist" under each flow type
- Library page "Flow Assist" button respects current type filter
- Clean up unused AIFlowBuilderModal references
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: update CLAUDE.md with AI chat builder and intake form learnings
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: refine assistant chat prompt for concise answers and focused questions
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: switch AI provider to Claude Sonnet 4.6 + add shift+enter hint to chat inputs
- Default AI_PROVIDER changed from gemini to anthropic
- AI_MODEL and AI_MODEL_ANTHROPIC updated to claude-sonnet-4-6
- Added "Shift + Enter for a new line" hint below all chat textareas
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: update CLAUDE.md with AI provider and chat input learnings
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: add editor-embedded Flow Assist design document
Design for replacing the standalone /ai/chat page with context-aware
AI side panels embedded in each editor (Troubleshooting + Procedural).
Covers ghost node suggestion system, output-based thresholds,
config-driven model routing, knowledge integration, and per-flow
chat persistence.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: add editor-embedded Flow Assist implementation plan
25-task plan across 9 phases covering backend foundation, frontend
infrastructure, tree/procedural editor integration, AI-assisted create,
old code removal, action-type dispatch, suggestion audit trail, and
build verification.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: use actual root node ID in orphan validation check
AI-generated trees use descriptive IDs (e.g., "verify-account-exists")
instead of "root", causing the root node to be falsely flagged as orphaned.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add config-driven AI model tier routing
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: extend AI chat session with tree_id and archived_at
Add tree_id FK (CASCADE) for editor-embedded sessions and archived_at
timestamp column to ai_chat_sessions table.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add AI suggestion audit trail table
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add action_type and focal_node_id to AI chat message API
- Add VALID_ACTION_TYPES literal and action_type/focal_node_id fields to
AIChatMessageRequest schema
- Add tree_id field to AIChatStartRequest schema for editor-embedded sessions
- Update send_message() signature with action_type and focal_node_id params
- Update start_chat_session() signature with tree_id param
- Pass new params through endpoints to service functions
- All new params have defaults so existing behavior is unchanged
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: route AI model selection through action-type config
Update get_ai_provider() to accept an optional model override parameter
(applied only to AnthropicProvider; Gemini always uses its own model).
Thread action_type-based model resolution through send_message() and
generate_final_tree() in the AI chat service.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add TypeScript types for editor-embedded AI
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add shared ContextMenu component
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add useEditorAI hook and editorAI API client
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add EditorAIPanel component with Chat and Suggestions tabs
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: integrate AI panel, context menu, and ghost nodes in tree editor
- Add AI Assist panel toggle button to tree editor toolbar
- Wire EditorAIPanel alongside TreeEditorLayout with single-panel rule
- Thread onNodeContextMenu through TreeEditorLayout → FlowCanvas → FlowCanvasNode
- Add right-click context menu with Generate Branch, Explain Node, Delete actions
- Add ghost node detection (_suggestion flag) with dashed border + opacity styling
- Add Accept/Dismiss overlay buttons on ghost nodes for future suggestion handling
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: integrate AI panel, context menu, and ghost steps in procedural editor
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add AI prompt dialog and wire into CreateFlowDropdown
Replace navigation to /ai/chat with an inline AIPromptDialog modal
that collects a single prompt, generates a flow via the editor AI API,
imports it, and navigates to the editor with the AI panel open.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: add glassmorphism to AI prompt dialog + maintenance Flow Assist button
- Use .glass-card-static on AIPromptDialog card for consistent design system
- Add "Build with Flow Assist" button to maintenance section in CreateFlowDropdown
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* refactor: remove standalone Flow Assist page and old AI chat components
Remove the old /ai/chat page, AI wizard modal, and all associated
components/stores/types now replaced by the editor-embedded AI panel.
Deleted:
- AIChatBuilderPage, ai-chat/ components, aiChatStore, aiChat API, ai-chat types
- AIFlowBuilderModal, ai-builder/ components, aiFlowBuilderStore
Cleaned up:
- Router (removed /ai/chat route)
- Sidebar (removed Flow Assist nav item)
- MyTreesPage (removed AI builder modal and button)
- TreeLibraryPage (removed Flow Assist button)
- API and type barrel exports
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add delta response parsing and action-type prompt dispatch
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add AI suggestion audit trail endpoints
Create/list/resolve endpoints for tracking AI-applied changes to flows.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add APScheduler task to auto-archive stale AI chat sessions
Archives AI chat sessions with no activity for 30 days, runs daily at 3 AM.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: update project status for editor-embedded Flow Assist
- Add Editor-Embedded Flow Assist to CURRENT-STATE.md in-progress items
- Update CLAUDE.md: fix stale lessons (#41, #46), add new patterns (#47 editor AI architecture, #48 orphan validation)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: use correct model alias in AI_MODEL_TIERS standard tier
The dated model ID `claude-sonnet-4-6-20250514` was causing 502 errors.
Use the alias `claude-sonnet-4-6` which matches AI_MODEL_ANTHROPIC.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: send live flow context to AI Assist for full editor awareness
The AI panel now sends the current tree structure (troubleshooting) or
steps + intake form (procedural/maintenance) with each message. This
gives the AI full visibility into node details, questions, descriptions,
options, and intake form fields — not just the node ID.
- Backend: add flow_context param to schema, endpoint, and service
- Frontend: add getFlowContext callback to useEditorAI hook
- TreeEditorPage: passes treeStructure as flow context
- ProceduralEditorPage: passes steps + intakeForm as flow context
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: include flow name and description in AI Assist context
Both editors now send name and description alongside the flow structure,
so the AI can reference what the flow is about when responding.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: increase AI timeout to 120s and limit retries to 1
The 45s timeout was too short for generation tasks with full flow
context in the system prompt. The Anthropic SDK's default 2 retries
caused requests to hang for ~136s before failing. Now: 120s timeout
with max 1 retry = faster failure if it does timeout.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: wire AI-generated flow structures into editor stores
The useEditorAI hook was ignoring result.working_tree from AI responses,
so generated steps/trees never appeared in the editor. Now:
- useEditorAI calls onFlowUpdate when working_tree is present in response
- ProceduralEditorPage handles steps + intake form updates via replaceSteps
- TreeEditorPage handles tree structure updates via replaceTreeStructure
- Both stores have new bulk-replace methods for AI integration
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: add lessons learned for full-stack integration, Anthropic retries, model tiers
#49 Always verify frontend consumes backend response fields
#50 Anthropic SDK max_retries=1 to avoid 3× timeout
#51 AI model tier routing via settings.get_model_for_action()
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: move AI Assist panel to full-height side layout in both editors
The AI panel was nested inside the content area, only spanning the
step list / canvas section. Now it sits at the outermost flex level,
spanning the full page height alongside all content (toolbar,
collapsible sections, steps/canvas). This prevents the panel from
overlapping content and lets the editor area properly shrink.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: AI Assist panel as fixed right drawer (matching Copilot/Scratchpad)
Convert EditorAIPanel from in-flow flex child to fixed right-side drawer
overlay, same pattern as CopilotPanel and ScratchpadSidebar. The panel
is fixed at right:0 spanning full viewport height, and editor pages add
pr-[380px] padding when open so content shifts left without overlap.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: AI Assist panel sits below topbar with slide-in animation
- Panel now uses top:56px to sit below the app shell topbar instead of
covering it (matches the main-content grid cell area)
- Added slideInRight CSS animation for smooth drawer entrance
- Editor pages use dynamic paddingRight via PANEL_WIDTH constant
- ChatTab upgraded: markdown rendering, CopilotPanel-style message
bubbles, auto-focus input, Shift+Enter hint
- All borders use --glass-border for consistent glassmorphism
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: AI Assist panel as in-flow flex sibling (not fixed/overlay)
Replace fixed positioning with in-flow flex layout. The outermost div
is now a horizontal flex row: content column (flex-1 min-w-0) + panel
(w-[380px] shrink-0). When the panel opens, the content column
automatically shrinks — no padding hacks or z-index stacking needed.
This guarantees the content shifts left and stays fully visible.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: AI Copilot panel as in-flow flex sibling in session navigation pages
Changed CopilotPanel from fixed overlay to flex layout sibling so it
pushes main content instead of covering it during active sessions.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: remove duplicate CLAUDE.md lessons #47-48
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
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50d9ff59d0 |
feat: React Flow migration for flow editor canvas (#82)
* docs: add React Flow migration design for flow editor canvas Replaces hand-built CSS flexbox canvas with @xyflow/react for zoom/pan, dagre auto-layout, collapsible minimap, and side-panel editing. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * docs: add React Flow migration implementation plan 12 tasks across 8 phases covering dagre layout, custom nodes, side panel editor, and full canvas integration. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * chore: install @xyflow/react and @dagrejs/dagre Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add dagre layout utility for React Flow node positioning Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add FlowCanvasNode compact card for React Flow canvas Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add FlowCanvasAnswerNode stub card for React Flow canvas Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add useTreeLayout hook for tree-to-ReactFlow conversion with dagre Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add NodeEditorPanel side panel for React Flow canvas editing Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add FlowCanvas main React Flow component with zoom/pan/minimap Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: wire FlowCanvas and NodeEditorPanel into TreeEditorLayout Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add panel state management for node editor in TreeEditorPage Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * style: add React Flow dark theme overrides for canvas Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * chore: export new React Flow canvas components from barrel Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: enable scrolling in node editor panel sidebar Add min-h-0 to flex containers in the ancestor chain so overflow-y-auto actually triggers instead of content overflowing off-screen. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: constrain tree editor page height to prevent panel overflow Add overflow-hidden to TreeEditorPage root and NodeEditorPanel container so the flex height chain is properly constrained by the CSS Grid cell, preventing the node editor sidebar from growing beyond the viewport. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: resolve lint errors in NodeEditorPanel and useTreeLayout - Fix unused 'children' destructuring with _children prefix - Move handleClose declaration above the useEffect that references it - Use handleClose as proper dependency instead of eslint-disable - Fix unused _parentId parameter type in useTreeLayout Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: use viewport-based height for node editor panel Replace h-full with calc(100vh - 105px) to bypass the CSS height chain that fails to constrain the panel across browsers. The 105px accounts for the topbar (56px) and editor toolbar (49px). Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * style: fix canvas controls visibility and enhance dot grid background - Add !important to all React Flow dark theme overrides to ensure they win over library default styles (fixes white controls rectangle) - Add SVG fill inheritance for control button icons - Use slightly lighter canvas background (bg-accent/30) so dot grid is more visible - Increase dot size and use muted-foreground color for better contrast Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: collapse sidebar categories with show more/less toggle Show only the first 4 categories by default with a "N more" button to expand the full list. Reduces sidebar clutter when many categories exist. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com> |
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94de29b5f2 |
feat: canvas UX fixes — scroll, fullscreen, InfoTip tooltips, answer stub system (#80)
* 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> |
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db715929e7 | fix: stabilize maintenance flow run/resume and procedural scrolling | ||
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8441a8dbaf |
feat: maintenance flows frontend foundation - types, API clients, sidebar, library filter
- Add maintenance.ts types: TargetEntry, TargetList, MaintenanceSchedule, BatchLaunch - Add targetListsApi and maintenanceSchedulesApi/batchLaunchApi clients - Extend TreeType union with 'maintenance' in tree.ts - Update getTreeNavigatePath/getTreeEditorPath in routing.ts for maintenance - Sidebar: track maintenance count and add Maintenance sub-nav item - TreeLibraryPage: add maintenance to typeFilter state, URL sync, and tab buttons - TreeGridView, TreeListView, TreeTableView: add amber Wrench maintenance badge Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com> |
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57f429f33b |
feat: session sharing frontend (#76)
* 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> |
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350c977eda |
feat: add procedural flows with intake forms, navigation, and seed templates
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> |
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d155c83ef0 |
fix: split category fetch, safe localStorage, aria-labels on icon buttons
- TreeLibraryPage: split categories into a mount-only fetch so filter changes only re-fetch trees (not categories every time) - Add safeGetItem/safeSetItem/safeRemoveItem helpers in utils.ts to prevent crashes in private browsing or when storage is unavailable - Replace raw localStorage calls in ScratchpadSidebar, TreeNavigationPage, TreeEditorPage, and treeEditorStore with safe wrappers - Add aria-label to 20 icon-only buttons across 8 component files for screen reader accessibility Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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eac6e184ec |
feat: add dual-mode tree editor with Code Mode, variables, and markdown sync
Implements the full dual-mode tree editor (Plan Phases 1-5): Backend: - JSONB↔Markdown bidirectional serializer/parser with mistune - Markdown validator with line/column error reporting - 3 API endpoints: export-markdown, import-markdown, validate-markdown - Variable extraction/resolution service ([USER_INPUT], [VAR], [SAVE_AS]) - Session variables JSONB column (migration 028) - 39 tree markdown tests + variable service tests (403 total passing) Frontend: - Monaco-based Code Mode with custom Monarch tokenizer and dark theme - Autocomplete for @node_id refs, type values, variable names - Debounced validation (800ms) with inline Monaco error markers - Syntax help panel (absolute overlay, toggleable) - Starter template for new trees with valid cross-references - Bidirectional metadata sync (name/description/category/tags frontmatter) - Synchronous tree→markdown serializer (fixes async race condition) - Pre-save validation blocks save on broken refs or missing tree name - Mode-aware undo/redo: Monaco native in Code Mode, throttled zundo in Flow Mode - Variable prompt modal and frontend resolver for session navigation Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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f2ae3a51fa |
fix: resolve all 15 frontend ESLint errors for green CI
- Replace setState-in-effect with state-based tracking (AdminLayout, EditCategoryModal) - Convert inline SortIcon component to getSortIcon function (TreeTableView) - Remove unused catch parameters (CreateCategoryModal, EditCategoryModal) - Replace `any` types with proper types (SessionFilters, AdminCategoriesPage, SessionHistoryPage) - Fix unused destructuring variable (StepRatingModal) - Fix constant binary expression in test (utils.test.ts) Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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791fd133c4 |
test: set up Vitest with 61 frontend tests
Add Vitest + testing-library/react + jsdom for frontend testing. Tests cover: cn() utility (6), usePermissions hook (27), useTreeValidation hook (22), and userPreferencesStore (6). CI updated to run frontend tests. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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996b664ca9 |
feat: implement My Trees, admin UI, rating modal, and bundle optimization (Issues #15, #18, #19, #31)
Frontend features: - My Trees personal dashboard with fork tracking (Issue #15) - Tree sharing UI with token generation and copy (Issue #16) - Draft tree badges and validation UI (Issue #25) - Save session as tree modal (Issue #17) - Rate/review modal with localStorage tracking (Issue #19) - Admin category management with drag-and-drop (Issue #18) - Bundle size optimization with code splitting (Issue #31) Components created: - MyTreesPage: Personal tree organization - AdminCategoriesPage: Category CRUD with @dnd-kit - ShareTreeModal: Tree sharing interface - SaveSessionAsTreeModal: Session conversion UI - StepRatingModal: Post-session rating with stars - StarRating: Reusable rating component - PageLoader: Loading fallback for lazy routes - CreateCategoryModal, EditCategoryModal: Admin modals Bundle optimization: - Reduced from 892 KB to 221 KB (75% reduction) - Dynamic imports for 9 heavy pages - Vendor chunk splitting for optimal caching - 6 separate vendor chunks (react, markdown, utils, dnd, icons, state) Dependencies added: - @dnd-kit/core, @dnd-kit/sortable, @dnd-kit/utilities API clients: - stepCategories: Full CRUD for admin - Enhanced sessions: saveAsTree endpoint - Enhanced trees: share, fork, canPublish endpoints Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com> |
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98ca617ef0 |
feat: implement toast notification system (Issue #33)
Implement comprehensive toast notification system using Sonner with full
ResolutionFlow theme integration and global error handling.
Core Infrastructure (Phase 1):
- Install sonner@2.0.7 package
- Create toast utility wrapper (lib/toast.ts) with success/error/info/warning/promise methods
- Add Toaster provider to main.tsx with theme-aware configuration
- Custom CSS styling matching ResolutionFlow design system (Purple gradient theme)
- Typography: Plus Jakarta Sans (titles), Inter (body)
- Automatic dark/light mode support via CSS custom properties
Success/Error Notifications (Phase 2):
- TreeEditorPage: Save success/error toasts
- SessionDetailPage: Export/copy success/error toasts
- SettingsPage: Preferences saved toast
- FolderEditModal: Folder create/update/error toasts
- Removed 6 inline error banners in favor of toasts
Error Standardization (Phase 3):
- Global API error interceptor in client.ts
- Automatic toast notifications for network errors, timeouts, 5xx errors
- Handles unhandled API errors gracefully
- Pages can still override with specific error handling
Refinement (Phase 4):
- Standardized vocabulary ("Failed to..." for errors, "...successfully" for success)
- Verified WCAG 2.1 AA accessibility compliance
- Screen reader support, keyboard navigation
- Bundle impact: +450 bytes (+0.06%)
Benefits:
- Consistent user feedback across entire application
- Non-blocking UI notifications
- Auto-dismiss after 4 seconds
- Theme-aware (matches dark/light mode)
- Accessible to all users
- Cleaner codebase (removed error state management)
Closes #33
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
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0fe2ca850f | Add missing lib/utils.ts and fix .gitignore |