- Add sso_enabled, sso_provider, sso_config (JSONB) columns to Account model
(migration included in branding commit 58e3f27f3e8f)
- Create sso_service.py stub with initiate_sso_login, process_sso_callback,
validate_sso_config — all raise NotImplementedError (Phase 5)
- Add GET /accounts/me/sso endpoint returning enabled status and provider
- Add SSO section in AccountSettingsPage with Enterprise badge and Contact Us link
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Add branding_logo_url, branding_primary_color, branding_company_name columns to Account model
- Add Alembic migration (58e3f27f3e8f) for branding and SSO columns
- Add GET/PATCH /accounts/me/branding endpoints (owner-only for PATCH)
- Add BrandingSettingsPage with logo URL input, color picker, preview section
- Add /account/branding route (ProtectedRoute owner) in router.tsx
- Add Branding link card in AccountSettingsPage
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Add "Generated with ResolutionFlow — https://resolutionflow.com" footer
to markdown, text, HTML, PSA formats (both troubleshooting and procedural
variants — 8 generators total)
- Fix PDF @page CSS: "Powered by ResolutionFlow" now appears on every PDF,
not just for users with a custom logo (removed the has_custom_logo conditional)
- Add Loader2 spinner icon to PDF download button in ExportPreviewModal
when pdfLoading is true, replacing the static Download icon
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Add super-admin-only backend endpoints for toggling is_gallery_featured and
gallery_sort_order on flows and scripts, plus a frontend GalleryManagementPage
with toggle switches, editable sort order fields, and name/featured filters.
13 integration tests; all pass.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Implements a no-auth read-only API for the public templates gallery page:
- Schemas in schemas/public_templates.py (PublicFlowTemplate, PublicScriptTemplate, PublicGalleryResponse, PublicFlowDetail, PublicScriptDetail)
- Five endpoints under /api/v1/public/templates: listing, flow detail, script detail, categories with counts, full-text search
- Tree preview truncated to 3 levels max; script_body never exposed
- Rate limited at 30/minute; paginated with category/type/sort filters
- 25 passing integration tests covering feature flags, truncation, script body protection, search, categories, and 404 behavior
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Fix escalation status mismatch: hook set 'escalated' but backend returns
'requesting_escalation'
- Fix list_sessions to include sessions picked up by Engineer B via
escalation_package->>'picked_up_by' JSONB query
- Fix sidebar escalation icon color: was Tailwind class 'text-amber-400'
passed to style={{color}}, now hex '#fbbf24'
- Replace window.location.reload() after ticket linking with
onReloadSession callback to preserve session state
- Update CLAUDE.md: Tailwind CSS v3 → v4 (@tailwindcss/vite, CSS-only config)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Implements Phase 1 of the FlowPilot-First pivot — the core AI session
experience where engineers describe a problem and FlowPilot guides them
through structured diagnosis with selectable options, free-text escape
hatches, and auto-generated documentation on resolution.
Backend: AISession + AISessionStep models, FlowPilot Engine (LLM
orchestration with structured JSON output), Flow Matching Engine v1
(semantic + keyword + recency scoring), 8 API endpoints with auth,
rate limiting, and AI quota enforcement.
Frontend: Intake screen, conversational session view with sidebar,
step cards with options/actions/resolution suggestions, resolve/escalate
modals, documentation view with rating, session history integration,
and /pilot route with sidebar navigation.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
libgdk-pixbuf2.0-dev was renamed to libgdk-pixbuf-2.0-dev in Trixie
(python:3.12-slim base image).
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- API clients for supporting data CRUD and team branding
- AddSupportingDataModal with text snippet and screenshot tabs (paste + upload)
- SupportingDataPanel collapsible section integrated into both session runners
- ExportPreviewModal updated with PDF format and server-side download flow
- BrandingSettings component for company name and logo management
- Expose team_id in UserResponse schema for branding endpoint access
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Query supporting data in the export endpoint and pass to markdown, text,
HTML, and PSA export generators. Each format renders text snippets and
screenshot placeholders in its native style.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Add onboarding_dismissed and branding columns (logo_data, logo_content_type,
company_display_name) to users and teams models. Create SessionSupportingData
model for attaching text snippets and screenshots to sessions. Add Pydantic
schemas for onboarding status, branding responses, and supporting data CRUD.
Update SessionExport to accept pdf format.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add paletteIntent utility for command palette query classification
Detects query intent ('question' | 'keyword' | 'page' | 'empty') to drive
smart result ordering in the enhanced command palette.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add recentFlows localStorage utility for command palette empty state
Tracks recently visited flows (capped at 10) with deduplication by id,
surfaced in command palette when query is empty.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: rewrite CommandPalette with categorized results and smart ranking
- Adds FlowPilot AI result (always present when query is non-empty)
- Intent-aware ordering: question → FlowPilot prominent; page → pages first;
keyword → FlowPilot at top with flows/sessions/tags below
- Pages section with admin-gated items (uses useAuthStore)
- Tags extracted from flow search results with ?tag= navigation
- Quick Actions for create/import/scripts
- Empty state shows recent flows + quick actions
- Grouped rendering with section labels per design system
- Keyboard nav flattened across groups
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add FlowPilot prefill handoff from command palette to AssistantChatPage
When navigated to /assistant with location.state.prefill, automatically
creates a new chat and sends the prefill message without user interaction.
Clears location state after handling to prevent re-trigger on back navigation.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: track recently visited flows for command palette empty state
Calls addRecentFlow after tree data loads in both TreeNavigationPage and
ProceduralNavigationPage so the command palette can surface recent flows
when the query is empty.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* refactor: use useMemo instead of useCallback for groups builder in CommandPalette
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add PSA ticket context Pydantic schemas (Task 6)
Add TicketDetails, CompanyInfo, ContactInfo, ConfigItem, TicketNote,
RelatedTicket, and TicketContext models in schemas/psa_context.py for
structured ticket context enrichment used by AI prompt injection.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add ticket context prompt formatter (Task 7)
format_ticket_context_for_prompt() in services/psa/ticket_context.py
serializes TicketContext into structured text for AI system prompts,
with 10-note limit, 200-char text previews, and human-readable timestamps.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add get_ticket_context() to ConnectWise provider (Task 8)
Fetches ticket details, company, contact, configurations, notes, and
related open tickets in parallel via asyncio.gather with partial failure
tolerance. Results are cached with a 5-minute TTL per ticket/connection.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add GET /integrations/psa/tickets/{id}/context endpoint (Task 9)
Returns rich TicketContext for a ticket ID. Handles PSA auth failures
(returns structured error), ticket-not-found (404), and general PSA
errors (502). Requires active PSA connection for the user's account.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: inject PSA ticket context into copilot system prompt (Task 10)
When a copilot conversation has an associated session with a linked PSA
ticket, fetch the ticket context and append it to the system prompt.
Failure is non-critical — errors are logged and the copilot proceeds
without context rather than failing the request.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add PSA context API client with TypeScript interfaces
Defines TicketDetails, CompanyInfo, ContactInfo, ConfigItemInfo,
TicketNote, RelatedTicket, and TicketContext interfaces matching backend
psa_context.py schemas. Exports psaContextApi with getTicketContext().
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add useTicketContext hook for PSA ticket context fetching
Accepts psaTicketId and psaConnectionId, fetches context on mount
when both IDs are present, and exposes refresh() for manual re-fetch.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add TicketContextPanel component with accordion sections
Glass-card panel showing ticket summary, status/priority/SLA, and
accordion sections for Client, Contact, Devices, Notes, and Related
tickets. Matches design system with font-label labels and ice-cyan accents.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: mount TicketContextPanel in session runners when ticket is linked
ProceduralNavigationPage renders panel in left sidebar below step checklist.
TreeNavigationPage renders panel above breadcrumb trail. Both use
useTicketContext hook and show panel only when psa_ticket_id is set.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add fallback_steps to TypeScript types (Task 15)
Add optional fallback_steps field to ProceduralStep interface.
Add FallbackStepRecord interface and fallback_decisions field to Session.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add backend validation for fallback steps (Task 16)
Validate fallback_steps in procedural flow validation: required fields,
no nested fallback_steps, no duplicate IDs. Add FallbackStepRecord schema
and fallback_decisions field to SessionResponse.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: create FallbackSteps UI component (Task 17)
Collapsible component supporting edit and execute modes. Edit mode
provides title/description inputs with add/remove controls. Execute
mode shows "This worked" / "Didn't help" action buttons with emerald/
rose styling. Amber accent styling throughout.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: integrate FallbackSteps into editor and session runner (Task 18)
Wire FallbackSteps edit mode into StepEditor for procedure_step type
with add/remove/update handlers using crypto.randomUUID(). Add execute
mode rendering in ProceduralNavigationPage with fallbackDecisions state
tracking per parent step.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add session-to-flow request/response schemas (Task 19)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add session-to-flow AI generation service (Task 20)
Converts completed troubleshooting sessions into reusable procedural flows
with fallback branches. Includes PSA ticket context integration and
AI-generated step validation.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add POST /ai/session-to-flow endpoint (Task 21)
Converts a completed session into a reusable procedural flow using AI.
Includes quota checking, usage recording, and proper error handling.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add Create Flow from Session button to session detail page (Task 22)
Adds sessionToFlow API client, exports from api/index.ts, and integrates
a prominent "Create Flow from Session" button on SessionDetailPage for
completed sessions. Generates a procedural flow via AI then navigates
to the procedural editor.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: cast tree_type to TreeType in session-to-flow creation
Fixes build error where string was not assignable to TreeType.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: update Playwright test selectors to match actual UI
- Use Control+k instead of Meta+k (Linux/CI compatibility)
- Use 'AI Assistant' group label instead of 'FlowPilot AI'
- Match actual FlowPilot chat page elements (Start a Conversation, New Chat, textarea)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: update Playwright test selectors to match actual UI
- Use specific command palette placeholder to avoid ambiguous matches
- Fix 'Quick Actions' scoping (two elements with same text)
- Fix 'Resolved' exact match on session detail page
- Fix tree editor to use getByText instead of getByDisplayValue
- Fix 'Add Step' strict mode by using .first()
- Fix fallback description placeholder text
- Update playwright.config.ts to use port 5433 and resolutionflow DB
- Update FlowPilot chat selectors to match actual page layout
11/17 new tests now passing. Remaining 6 need procedural session
navigation investigation.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: resolve all Playwright test failures — 16/16 passing
- Fix procedural session tests: sessions auto-start, no Start button
- Fix strict mode violations: use getByRole('heading') for step titles
- Fix FlowPilot chat: use button role selector for New Chat
- Fix command palette page nav: scope Analytics click to palette modal
- Fix fallback runner: remove non-existent Start button click
- Update playwright.config to port 5433 for local Docker
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* 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>
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>
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>
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>
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>
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>
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>
_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>
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>
- _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>
- 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>
- 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>
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>
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>
- 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>
* 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>
* 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>
- 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>
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>
* 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>
* 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>
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Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
* fix: increase assistant chat input height from 1 to 3 rows
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add Anthropic prompt caching to assistant chat
Cache the static system prompt and conversation history prefix across
turns, reducing input token costs by ~80% on multi-turn conversations.
RAG context is intentionally uncached since it changes per query.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add Microsoft Learn MCP integration + refine assistant system prompt
- Integrate Microsoft Learn MCP server via Anthropic's MCP connector
for real-time documentation lookups (docs search, fetch, code samples)
- Refine system prompt: clear persona, structured answer guidelines,
when to use RAG flows vs Microsoft Learn, guardrails against fabrication
- Add ENABLE_MCP_MICROSOFT_LEARN config toggle (default: True)
- Fix bugs from prior edit: wrong MCP URL, broken indentation, undefined
usage/token variables, NOT_GIVEN for disabled MCP params
- Log MCP tool usage and cache performance
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: AI chat session conclusion + survey completion & management
AI Assistant - Conclude Session:
- 3-step modal: select outcome (resolved/escalated/paused), add notes, AI-generated summary
- AI generates structured ticket notes from conversation transcript (PSA-ready format)
- Copy to clipboard for pasting into ticketing systems
- "Resume in New Chat" for paused sessions (pre-loads context into new chat)
- Backend: POST /chats/{id}/conclude endpoint, conclusion_summary/outcome/concluded_at fields
- Migration 048: add conclusion fields to assistant_chats
Survey Completion Flow:
- Email-to-self option after submission (branded HTML email with formatted responses)
- Finish button navigates to /survey/thank-you page
- Thank you page with close-window message and feedback email callout
- Already-submitted state updated with same messaging
- Backend: POST /survey/email-copy public endpoint
Survey Admin Management:
- Read/unread indicators (cyan dot, bold name, auto-mark on expand)
- Unread count stat card
- Per-row context menu: mark read/unread, archive/unarchive, delete
- Bulk actions bar: select all, mark read/unread, archive, delete
- Show Archived toggle to filter archived responses
- Backend: 7 new admin endpoints (read, unread, archive, unarchive, delete, bulk)
- Migration 049: add is_read, archived_at to survey_responses
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: initialize VerifyEmailPage state from token to avoid setState in effect
Moves the no-token error case from useEffect into initial state to satisfy
the react-hooks/set-state-in-effect ESLint rule.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
- Integrate Microsoft Learn MCP server via Anthropic's MCP connector
for real-time documentation lookups (docs search, fetch, code samples)
- Refine system prompt: clear persona, structured answer guidelines,
when to use RAG flows vs Microsoft Learn, guardrails against fabrication
- Add ENABLE_MCP_MICROSOFT_LEARN config toggle (default: True)
- Fix bugs from prior edit: wrong MCP URL, broken indentation, undefined
usage/token variables, NOT_GIVEN for disabled MCP params
- Log MCP tool usage and cache performance
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
