Commit Graph

370 Commits

Author SHA1 Message Date
chihlasm
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>

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-16 13:39:17 -04:00
chihlasm
8b712b2046 test: add Playwright e2e tests for new features and uncovered workflows (#109)
High priority (new PR #108 features):
- Command palette: open/close, search flows, page navigation, FlowPilot handoff
- Fallback branches: add in editor, execute in session runner
- Session-to-flow: verify button appears on completed session detail

Medium priority (existing features without coverage):
- Procedural session: intake form, step-through, completion
- Tree editor: troubleshooting and procedural editor load/edit/save
- FlowPilot chat: page load, new chat creation
- Admin panel: dashboard, user management, settings access

Also adds API helpers: createProceduralTree(), createProceduralTreeWithFallbacks()

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-16 03:03:23 -04:00
chihlasm
e39819f8d0 Add Playwright e2e coverage and Node 20 pin 2026-03-16 02:29:22 -04:00
chihlasm
357f8e2d08 feat: sidebar redesign — activity feed, grouped nav, AI split (#107)
* docs: add 5 sidebar icon color concepts for UX review

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat(ui): add semantic icon colors and updated icons to sidebar nav

Swap generic icons for more descriptive alternatives (Network, Wrench,
FileOutput, Library, Code2, Lightbulb) and assign each nav item a unique
semantic color for instant visual landmarks.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix(ui): default Sessions page to Active tab, reorder tabs

Active sessions are what engineers care about most. Tab order is now
Active, Prepared, Completed, All.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* docs: add sidebar grouping and AI naming concept mockups

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* docs: add sidebar redesign context and decision summary

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* docs: add sidebar redesign spec and implementation plan

Design spec covers: activity zone with daily stats + session feed,
nav grouping (Resolve/Build/Insights), AI split (FlowPilot + Flow Assist),
pinned flows removal. Implementation plan has 5 chunks, 12 tasks, 39 steps.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add sidebar stats Pydantic schemas

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* test: add failing tests for sidebar stats endpoint

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add sidebar stats endpoint with daily stats and activity feed

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add sidebar API client, stats bar, activity feed components

New components: SidebarStatsBar, SidebarActivityFeed, ActivityItem.
New API client for sidebar stats endpoint. Pulse-dot CSS animation.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: restructure sidebar with stats bar, activity feed, and grouped nav

Dashboard-first layout with Resolve/Build/Insights groups.
AI split: FlowPilot (Resolve) + Flow Assist (Build).
Stats bar: Resolved/Active/In Session daily counters.
Activity feed: active sessions with CW ticket #, recent completions.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* refactor: remove pinned flows frontend (PinnedFlowsSection, store, API, pin buttons)

Removed: PinnedFlowsSection component, pinnedFlowsStore, pinnedFlows API client.
Cleaned: pin buttons from TreeGridView, TreeListView, TreeTableView.
Cleaned: favorites section from QuickStartPage, pin props from TreeLibraryPage.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add FlowAssistPage placeholder and /flow-assist route

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: real-time sidebar stats via session-changed events

Sidebar now refreshes stats when sessions are created or completed,
not just on page navigation. Uses window event bus pattern (same as
folder-changed events in codebase).

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: live-ticking In Session timer using active session start times

SidebarStatsBar now computes active session elapsed time client-side
from started_at timestamps, ticking every 60s. Backend only returns
completed session minutes to avoid double-counting.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: sidebar In Session timer ticks every second and shows seconds

Timer now uses 1s interval (not 60s) and displays seconds when under
a minute so it matches the session timer in the flow UI.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* chore: trigger PR environment redeploy

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* debug: add console.log to SidebarStatsBar for timer investigation

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: parse sidebar timestamps as UTC (append Z suffix)

Backend returns naive UTC timestamps without timezone indicator.
JS Date() treats bare ISO strings as local time, causing the timer
to compute negative elapsed time (future timestamps). Appending 'Z'
forces UTC parsing.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: rename 'In Session' to 'Total Time' for clarity

Makes it clear the timer is an aggregate of all sessions today,
not just the current one.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-16 01:35:16 -04:00
chihlasm
46865882c6 feat: ConnectWise PSA integration (#106)
PSA abstraction layer with provider pattern, ConnectWise integration (connection management, ticket linking, note posting, status updates, member mapping), Integrations page UI, Fernet credential encryption, in-memory TTL cache, 6 DB migrations, ConnectWise API reference docs.
2026-03-15 01:45:35 -04:00
Michael Chihlas
80e094215f docs: add ConnectWise PSA integration design spec
Comprehensive design for ConnectWise PSA integration covering
credential management, service ticket integration, session-to-ticket
notes, and callback webhooks.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-14 20:31:03 -04:00
chihlasm
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>
2026-03-14 20:18:59 -04:00
chihlasm
83b13fcd26 polish: use 'step' instead of 'node' in procedural editor validation hints
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-12 23:32:52 -04:00
chihlasm
45fb468db3 feat: add validation summary and Fix with AI to procedural editor
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-12 23:32:52 -04:00
chihlasm
f9315d2f60 feat: add data-step-id anchor to StepList for validation scroll-to
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-12 23:32:52 -04:00
chihlasm
b89d0859d4 feat: add validation state and validate() to proceduralEditorStore
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-12 23:32:52 -04:00
chihlasm
b804c63754 fix: validation summary click-to-select now opens node editor panel
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-12 23:32:52 -04:00
chihlasm
d989fabd90 Merge feat/kb-accelerator into main 2026-03-12 17:29:07 -04:00
Michael Chihlas
cfe112ac43 docs: add landing page assets and polish landing CSS
Add landing page .docx export, HTML mockup, docx generator script,
and refine landing page CSS formatting/spacing.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-12 17:28:49 -04:00
chihlasm
042a12b190 feat: add landing page with beta signup + raise KB node limit to 100
Landing page at /landing with full marketing content: hero, features,
pricing, testimonials, and beta email signup form. Beta signups email
beta@resolutionflow.com via new public endpoint. Unauthenticated users
redirect to landing instead of login. Also raises KB Accelerator node
limit from 50 to 100 to accommodate dense troubleshooting articles.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-12 00:23:29 -04:00
chihlasm
92c86cab80 fix: handle object-shaped validation errors in KB commit error toast
The commit endpoint returns {message, validation_errors} when
validation fails, but the error handler was passing the whole object
to toast.error(), crashing React with "Objects are not valid as a
React child".

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 23:56:45 -04:00
chihlasm
458c2d9cab fix: prevent circular parent_node_id in KB troubleshooting import
AI-generated trees can have circular next_node_id references (e.g.,
node A → B → A). The parent mapping now checks for cycles before
assigning parent_node_id, preventing FK deadlocks during insert.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 23:46:49 -04:00
chihlasm
efafcff4b2 fix: topological insert for KB import nodes to satisfy parent FK
Nodes with parent_node_id references were inserted in a single batch,
causing FK violations when children were inserted before their parents.
Now inserts roots first, flushes, then children in subsequent passes.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 23:41:25 -04:00
chihlasm
03390ed59f feat: enable Markdown (.md) file upload in KB Accelerator
Moved md from Phase 2 extensions to allowed formats, added extraction
handler (reuses txt handler), and updated plan_limits defaults to
include md for all plans.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 23:29:51 -04:00
chihlasm
fe3c651115 fix: remove "Let AI Decide" option from KB Accelerator upload
The uploader should know their content type — auto-detection adds
complexity and currently just defaults to troubleshooting anyway.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 22:56:40 -04:00
Michael Chihlas
963c0da10a docs: update CLAUDE.md with Railway and node field learnings
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-11 21:19:51 -04:00
Michael Chihlas
9495b09e72 fix: copilot node context — use title/question/description over legacy content field
_build_flow_context() was reading node.get('content') which was only
present on old KB-imported steps. Now falls back through title →
question → description → content → label so all node types (decision,
action, solution, procedural step) show correctly in the copilot context.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-11 17:55:26 -04:00
Michael Chihlas
53b6878742 fix: KB procedural import — map step content to description field
Steps built by _build_procedural_tree() were stored under the "content"
key but StepDetail.tsx reads "description". Renamed the key so step
text and commands display correctly during session execution.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-11 12:50:13 -04:00
Michael Chihlas
00e1e701ca fix: procedural KB import — add title field, correct step types, validation gate
- _build_procedural_tree now maps AI node types (step, action, warning) to
  valid procedural types (procedure_step, section_header, procedure_end)
- Generates 'title' field from content text — fixes "Unnamed step" in editor
- Auto-appends procedure_end step if AI didn't generate one
- Adds procedural validation gate at commit endpoint (same as troubleshooting)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 09:12:43 -04:00
Michael Chihlas
c920e825c6 fix: auto-reload on chunk load errors in ErrorBoundary
RouteError already handled stale chunk errors, but the Sentry ErrorBoundary
didn't — so errors from React lazy() imports hit the generic error UI.
Now auto-reloads with loop prevention (10s cooldown via sessionStorage).

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 03:17:24 -04:00
Michael Chihlas
a976f16575 fix: session closure popover z-index — bypass stagger-item stacking context
The StaggerList wrapper creates per-item stacking contexts via CSS animation,
causing the absolute-positioned close popover to render behind sibling cards.
Replace StaggerList with inline stagger-item rendering so we can apply z-50
directly to the stagger-item wrapper when its popover is open.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 03:09:17 -04:00
Michael Chihlas
8c73233dd0 fix: KB conversion — increase max_tokens, add JSON repair, improve error handling
- Increase max_tokens from 8192 to 16384 to prevent truncation on long articles
- Add _try_repair_json() that fixes trailing commas and attempts to close
  unclosed brackets/braces from truncated AI responses
- Log full raw response (first 2000 chars) on parse failure for debugging
- Set status to 'failed' with user-friendly error message instead of leaving
  imports stuck in 'processing' state

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 02:57:27 -04:00
Michael Chihlas
8b3033ca9d fix: tree navigation root ID + session closure popover z-index
- TreeNavigationPage: initialize currentNodeId from tree_structure.id
  instead of hardcoded 'root' — fixes "Invalid tree structure" for trees
  with non-'root' root IDs (KB Accelerator, AI Flow Builder)
- SessionHistoryPage: add relative z-10 to session card when close
  popover is open so it renders above sibling cards

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 02:54:00 -04:00
Michael Chihlas
2f23141daf fix: KB tree builder — post-build repair, validation gate, and root ID handling
- Add _repair_tree() post-build pass that fixes structural issues caused by
  placed-set race conditions: demotes decisions with <2 children to actions,
  hoists orphaned children as siblings, converts dead-end actions to solutions
- Add validation gate at commit endpoint — rejects trees that fail validation
  with a 422 and descriptive error messages instead of saving invalid trees
- Update test fixtures to create valid multi-node tree structures
- Frontend: initialize currentNodeId from tree's actual root ID instead of
  hardcoded 'root', fixing "Invalid tree structure" for KB-generated trees

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 02:53:55 -04:00
Michael Chihlas
c1fb2f180c fix: KB tree builder demotes decisions with < 2 branches to actions
Decision nodes with fewer than 2 buildable child targets now get
demoted to action nodes instead of creating invalid tree structures.
Also adds id fields to option objects (required by tree editor).

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 02:31:17 -04:00
Michael Chihlas
416bb230e3 feat: close sessions from history page with inline popover
Add ability to close active sessions directly from the Session History
page via an inline popover with outcome selection and optional notes.
Adds two new outcomes: cancelled and resolved_externally.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 01:59:12 -04:00
Michael Chihlas
91d2bc6df3 fix: KB Accelerator tree builder, approve all, canvas delete button
- Fix _build_troubleshooting_tree() to handle deep nesting, warning nodes,
  and DAG deduplication (placed set prevents duplicate IDs)
- Fix step_sync VARCHAR(255) overflow on publish by truncating title
- Add "Approve All" button to KB review screen
- Add delete button (hover-reveal) to flow canvas nodes

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 01:59:03 -04:00
Michael Chihlas
71ff4a8c35 feat: KB Accelerator — convert KB articles into interactive flows
Full-stack implementation of the KB Accelerator feature that converts
static MSP knowledge base articles into interactive troubleshooting
and procedural flows using AI.

Backend:
- Migrations 054/055: kb_imports, kb_import_nodes tables + plan_limits KB columns
- SQLAlchemy models with relationships and self-referential node hierarchy
- Text extraction service (txt, paste, docx with structural metadata)
- AI conversion service with MSP-specialist prompts for both flow types
- 8 API endpoints: upload, get, list, convert, edit node, commit, delete, quota
- Tier-gated access via plan_limits (free: 3 lifetime, pro/team: unlimited)
- 8 integration tests covering upload, get/list, quota, commit, delete

Frontend:
- TypeScript types and API client for all KB Accelerator endpoints
- Multi-step wizard page: upload → processing → review → success
- Upload screen with paste/file tabs, drag-drop, target type selector
- Two-panel review screen with source highlighting and node cards
- Per-node actions: approve, edit, regenerate, insert, delete
- Confidence color indicators (green/amber/red)
- Sidebar navigation with Sparkles icon
- Code-split lazy-loaded route at /kb-accelerator

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 20:56:28 -04:00
chihlasm
c65aa4f0b7 chore: remove Sentry verification error from frontend 2026-03-10 10:09:35 -04:00
Michael Chihlas
9eed8ab848 chore: remove Sentry verification error from frontend
The test error was firing on every production page load — no longer needed
now that Sentry is confirmed working.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 09:57:41 -04:00
chihlasm
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>

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 09:49:51 -04:00
chihlasm
4727106141 fix: race condition hardening across auth, counters, and data fetching (#102)
* fix: prevent race conditions in token operations and auth flows

Backend:
- Refresh token rotation: use atomic UPDATE...WHERE revoked_at IS NULL
  to prevent concurrent refresh requests from both succeeding
- Account invite codes: SELECT FOR UPDATE to prevent double-spend
- Platform invite codes: SELECT FOR UPDATE to prevent double-spend
- Password reset tokens: SELECT FOR UPDATE to prevent double-use
- Email verification tokens: SELECT FOR UPDATE to prevent double-use

Frontend:
- Token refresh subscriber arrays: swap before iterating so a throwing
  callback doesn't leave the queue in a dirty state

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: atomic counters, plan limit re-check, and double-submit guard

Backend:
- Tree usage_count: use SQL-level UPDATE (Tree.usage_count + 1) instead
  of Python-level increment to prevent lost updates under concurrency
- Tag usage_count: same SQL-level atomic increment/decrement in both
  create_tree and update_tree (delete_tree already used this pattern)
- Plan tree limit: re-check count after db.flush() to close the TOCTOU
  window where two concurrent creates could both pass the pre-check

Frontend:
- TreeEditorPage: add isSaving early-return guard inside handleSaveDraft
  and handlePublish callbacks so Ctrl+S can't bypass the button disabled
  prop and fire duplicate save requests

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: prevent stale API responses from overwriting newer data

- SessionHistoryPage: move loadSessions into effect with cancelled flag
  so rapid filter/tab changes discard outdated responses
- TreeLibraryPage: add request ID ref to loadTrees so stale responses
  from previous filter selections are discarded
- QuickStartPage: add request ID ref to debounced search so out-of-order
  responses don't overwrite newer search results

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* docs: add flexible intake design — deferred variables + prepared sessions

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 01:57:22 -04:00
chihlasm
5095b0d8df refactor: adopt shared Input/Textarea components (#101)
* refactor: adopt shared Input/Textarea components across 15 files

Replace 42 raw <input>/<textarea> elements with <Input>/<Textarea>
from components/ui/. Consistent focus states, error handling, and
styling across all form fields.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* refactor: replace hardcoded rgba/hex colors with Tailwind tokens

- rgba(255,255,255,0.xx) → bg-white/[0.xx], border-white/[0.xx]
- rgba(6,182,212,0.3) → border-primary/30 (focus states)
- #0a0a0a → bg-background
- Inline style hex colors → var(--color-primary), var(--color-brand-gradient-to)
- 28 files updated, zero hardcoded rgba() patterns remaining

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add PageMeta to 16 pages for SEO and proper browser tab titles

Public pages (Login, Register, Forgot/Reset Password, Verify Email,
Survey Thank You) get descriptions for SEO. Authenticated pages
(Dashboard, Flow Library, My Flows, Session History, AI Assistant,
Account Settings, Step Library, My Shares, Feedback, Guides) get
proper tab titles.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add page transitions and staggered list animations

- ViewTransitionOutlet: wraps Outlet with fade-in-up animation keyed
  to route path. Sidebar/topbar stay still, only content area animates.
- StaggerList: reusable component that cascades children with
  incremental delay (50ms default). Pure CSS via @utility stagger-item.
- Applied stagger to TreeGridView, MyTreesPage cards, SessionHistoryPage.
- New stagger-fade-in keyframe in @theme block.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: ViewTransitionOutlet needs h-full for React Flow canvas

The wrapper div broke the height chain needed by TreeEditorPage's
h-full layout, causing React Flow canvas to collapse to zero height.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: main-content flex layout for tree editor + scrollable pages

Main content area is now flex-col so the ViewTransitionOutlet wrapper
gets an explicit computed height via flex-1 min-h-0. This makes h-full
resolve correctly in the tree editor (React Flow canvas) while still
allowing overflow-y-auto scrolling for normal pages.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: resolve ESLint errors in Button and Skeleton components

- Button: suppress react-refresh/only-export-components for buttonVariants re-export
- Skeleton: replace empty interface with type alias, replace Math.random() with static widths array

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add PageMeta, animation classes, and layout fixes to remaining pages

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-09 16:12:21 -04:00
chihlasm
b28a096738 feat: add glow edge system with directional selection animation
Custom bezier edges with gradient glow for the flow editor:
- Default: subtle white/gray gradient with soft glow
- Downstream (cyan): animated flowing dashes from selected node through subtree
- Upstream (amber): animated flow from selected node back to root
- Cross-reference: dashed cyan with arrow markers
- SVG gradient + filter defs for performant rendering

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-09 04:36:46 -04:00
chihlasm
d06abe5829 fix: restore tree editor visibility after Tailwind v4 upgrade and add Sentry DSN build arg
- Add missing `flex` class on TreeEditorPage editor wrapper (collapsed canvas to 0 height)
- Rewrite React Flow CSS overrides to use --xy-* custom properties (v12 compat with TW4)
- Move React Flow CSS import from component to index.css (CSS layer ordering)
- Add VITE_SENTRY_DSN build arg to Dockerfile for Railway builds
- Use env var for Sentry DSN in instrument.ts with hardcoded fallback
- Add lessons learned #53-55 to CLAUDE.md

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-09 04:36:37 -04:00
chihlasm
a900408c3b fix: hardcode Sentry DSN to ensure it's available at build time
Vite env vars must be present during build — VITE_SENTRY_DSN was likely
undefined in Railway's build step, causing Sentry to silently not init.
DSN is a public client key (shipped in every browser bundle), not a secret.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-09 00:36:14 -04:00
chihlasm
5885888489 fix: use captureException for Sentry verification instead of captureMessage
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-09 00:13:16 -04:00
chihlasm
4d2f644bac feat: maximize Sentry free plan coverage for frontend and backend
- ErrorBoundary: use Sentry.ErrorBoundary with crash feedback dialog
- RouteError: capture route errors in Sentry (skip chunk load errors)
- User context: set Sentry user on login (frontend + backend)
- Backend: enable profiling (profiles_sample_rate)
- Frontend: add feedback integration, lower replay rate to conserve quota
- Add temporary verification message for production validation

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-09 00:03:29 -04:00
chihlasm
2a2894496d fix: use session_id instead of id in AI flow builder
CreateFlowDropdown accessed `session.id` which is undefined — the API
returns `session_id`. The undefined value caused "undefined" to be
interpolated into URL paths, triggering 422 validation errors from
FastAPI.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-08 17:41:22 -04:00
chihlasm
df46046c86 fix: resolve MissingGreenlet crash and add MCP fallback in AI Assistant
Capture user_id/account_id before try block so error handler survives
db.rollback() without triggering lazy loads in async context. Add
retry-without-MCP fallback when Anthropic MCP server returns rate limit
or connection errors.

Fixes PYTHON-FASTAPI-3, PYTHON-FASTAPI-4

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-08 15:43:22 -04:00
chihlasm
94b428d168 refactor: enforce shared Modal component (#100)
* refactor: enforce shared Modal component in remaining custom modals

- ShareSessionModal: replaced custom modal markup with <Modal>
- CreateCategoryModal: replaced custom modal markup with <Modal>
- EditCategoryModal: replaced custom modal markup with <Modal>
- All now get focus trapping, Escape close, body scroll lock for free

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* refactor: adopt shared Button component in 18 modal components

Replace raw <button> elements with <Button> from ui/Button.tsx:
- Primary buttons (bg-gradient-brand) → <Button variant="primary">
- Secondary buttons (border-border) → <Button variant="secondary">
- Ghost buttons → <Button variant="ghost">
- Loading states use loading prop instead of manual Loader2 spinner

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* refactor: adopt shared Button component in 20 page/component files

Replace raw <button> elements with <Button> across pages and remaining
components. 38 total files now use the shared Button component consistently.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-08 00:25:50 -05:00
chihlasm
d365c38b61 chore: Tailwind CSS v3 → v4 migration (#99)
* chore: run Tailwind v4 upgrade tool (Phase 1)

- Upgraded tailwindcss v3 → v4.2.1, postcss plugin to @tailwindcss/postcss
- Deleted tailwind.config.js, migrated theme to CSS @theme block in index.css
- Replaced @tailwind directives with @import 'tailwindcss'
- Added @custom-variant dark, @utility blocks for custom utilities
- Updated class names across 128 files (shadow-sm → shadow-xs, etc.)
- Removed autoprefixer (built into v4)
- Added migration plan doc

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* chore: switch from @tailwindcss/postcss to @tailwindcss/vite (Phase 2)

- Replaced @tailwindcss/postcss with @tailwindcss/vite plugin
- Deleted postcss.config.js (no longer needed)
- Tailwind now runs as a native Vite plugin for faster HMR

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* refactor: convert to OKLCH colors, move keyframes into @theme (Phase 3-4)

- Replaced all HSL color indirection with direct OKLCH values in @theme
- Moved all keyframes inside @theme block (v4 pattern)
- Eliminated hsl(var(--x)) double-indirection across 17 component files
- Replaced hsl() inline styles with var(--color-*) theme references
- Cleaned up redundant rdp-* utility blocks
- Fixed @custom-variant dark syntax to use :where()
- Added sidebar/glass/shadow vars as OKLCH in :root

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-07 22:10:44 -05:00
Michael Chihlas
732ccba966 chore: remove /sentry-debug endpoint after verification
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-07 19:37:50 -05:00
Michael Chihlas
a96ed9138f feat: add /sentry-debug endpoint for verification
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-07 19:36:27 -05:00
chihlasm
e3a1e6fb75 feat: Sentry error monitoring for React frontend (#98)
* feat: add Sentry error monitoring, tracing, and session replay

- Install @sentry/react and @sentry/vite-plugin
- Create instrument.ts with error monitoring, browser tracing (20% prod),
  and session replay (10% sessions, 100% on errors)
- Wire React 19 reactErrorHandler() on createRoot error hooks
- Wrap router with wrapCreateBrowserRouterV7 for route-aware transactions
- Configure sentryVitePlugin for source map uploads
- Add VITE_SENTRY_DSN to .env.example

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add Sentry error monitoring and tracing to FastAPI backend

- Install sentry-sdk[fastapi] with auto-enabled FastAPI + Anthropic
  integrations
- Init before app = FastAPI() with env-aware sample rates
  (100% dev, 20% prod)
- Filter /health endpoint from traces to reduce noise
- Add SENTRY_DSN to config settings

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-07 19:29:58 -05:00