Commit Graph

77 Commits

Author SHA1 Message Date
chihlasm
01a062169e chore: add test user seed script and fix seed flow validation
Add seed_test_users.py for creating 4 dev accounts (super admin, pro
solo, team admin, team engineer) via direct SQL. Fix seed scripts to
create flows as drafts to bypass publish validation.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-16 22:48:51 -05:00
chihlasm
bd12ced5ee feat: analytics dashboards & two-tier feedback system (#78)
* docs: add analytics & user feedback design document

Covers team analytics, personal analytics, flow analytics,
step-level thumbs up/down feedback, and flow CSAT ratings.

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

* docs: add analytics & feedback implementation plan

12-task TDD plan covering session ratings, step feedback,
team/personal/flow analytics endpoints, and frontend pages.

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

* feat: add session_ratings table and analytics indexes

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

* feat: add SessionRating model and analytics schemas

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

* feat: add session CSAT rating endpoint with tests

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

* feat: add step thumbs feedback and /ratings alias routes

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

* feat: add team, personal, and flow analytics endpoints

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

* feat: add recharts, analytics types, and API client

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

* feat: add inline step thumbs up/down feedback during sessions

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

* feat: add CSAT rating modal after session completion

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

* feat: add Team Analytics page with charts and leaderboards

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

* feat: add Flow Analytics panel with step dropoff and CSAT data

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

* feat: add My Analytics page with personal stats and charts

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

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-16 15:23:14 -05:00
chihlasm
fa709faa60 feat: UI design system - sidebar layout, workspace system, and shell redesign (#77)
* feat: add workspace system and sidebar layout (UI design system Phase A+B)

Backend: Workspace model, migration (036), schemas, CRUD API endpoints.
Adds workspace_id to trees and categories, seeds 4 default workspaces
per account, auto-assigns existing trees by tree_type.

Frontend: Complete AppLayout rewrite from top-nav to CSS Grid shell
with persistent sidebar + topbar. New components: WorkspaceSwitcher,
NavItem, CategoryList, TagCloud, TopBar, Sidebar. Dashboard components:
QuickStats, FiltersBar, SectionGroup, TreeListItem, SessionsPanel.
WorkspaceStore with localStorage persistence.

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

* feat: add command palette search, dashboard rewrite, and shell height fixes (Phase C)

- Add ⌘K command palette with debounced search across flows and sessions
- Rewrite QuickStartPage as dashboard with stats, filters, sessions panel
- Fix h-[calc(100vh-4rem)] → h-full across all pages for CSS Grid shell
- Add active session count badge to sidebar Sessions nav item

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

* feat: add sidebar collapse, category/tag filtering, and workspace CRUD (Phase D)

- Sidebar collapse/expand toggle with icon-only rail mode (persisted)
- Sidebar category/tag clicks navigate to /trees with URL params
- TreeLibraryPage syncs filters from URL search params bidirectionally
- Workspace create modal with icon picker and auto-slug generation
- TopBar logo adapts to collapsed sidebar state

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

* feat: add Quick Launch modal with actions and recent flows

- Zap button opens Quick Launch with create/navigate shortcuts
- Shows recent flows for quick session start
- Keyboard navigation support (arrows + enter)

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

* feat: add activity notifications panel with session feed

- Bell icon shows dot indicator for recent activity
- Dropdown panel shows recent sessions with status icons
- Links to session detail and sessions list page

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

* feat: remove workspace system, add pinned flows and label renames

Replace workspace system with pinned flows API (pin/unpin/list/reorder).
Rename user-facing labels: Tree→Flow, Procedure→Project. Add sidebar
nav sub-items for flow type filtering. Remove 11 workspace files,
add migrations 037-038, clean all workspace references.

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

* fix: collapsed sidebar layout scaling and toggle button size

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

* refactor: migrate auth pages to new design system

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

* refactor: migrate TreeLibraryPage to new design system

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

* refactor: migrate session pages to new design system

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

* refactor: migrate TreeEditorPage to new design system

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

* refactor: migrate TreeNavigationPage to new design system

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

* refactor: migrate session sharing components to new design system

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

* chore: remove workspace dropdown animation (dead code)

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

* refactor: migrate common components to new design system

Migrate 15 components from monochrome glass-card design to purple gradient
accent design system tokens (bg-card, border-border, text-foreground,
bg-gradient-brand, etc.)

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

* refactor: migrate procedural and step library components to new design system

Migrate 10 components from monochrome glass-card design to purple gradient
accent design system tokens.

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

* refactor: migrate admin pages and components to new design system

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

* refactor: migrate remaining pages to new design system

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

* refactor: migrate remaining components to new design system

Migrates 38 files: tree-editor forms, session modals, step library,
common components, library views, tree preview, and misc UI to use
design tokens (bg-card, border-border, text-foreground, bg-accent,
bg-gradient-brand) replacing old monochrome patterns.

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

* fix: keep brand text visible on sidebar collapse, hide sub-items until hover

- TopBar: always show "ResolutionFlow" text regardless of sidebar state
- NavItem: sub-items (Troubleshooting, Projects) hidden by default,
  revealed on hover or when a child route is active

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

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-15 22:45:19 -05:00
Michael Chihlas
1b86f66954 feat: add --api-url flag to procedural flows seed script
Allows running against remote environments like Railway.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-14 23:48:55 -05:00
chihlasm
57f429f33b feat: session sharing frontend (#76)
* feat: add session sharing types, API client, and utilities

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

* feat: add SessionTimeline and ActionMenu reusable components

SessionTimeline extracts timeline/checklist rendering from SessionDetailPage
into a reusable component for both authenticated and public session views.
ActionMenu provides a dropdown action menu with keyboard/click-outside dismiss.

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

* feat: add ShareSessionModal and integrate into SessionDetailPage

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

* feat: add Share Progress popover to TreeNavigationPage

Replace the single "Copy for Ticket" button with a "Share Progress"
popover that offers three actions: Copy Progress Summary (existing PSA
export flow), Copy Share Link (auto-creates account-only share if
needed), and Manage Share Links (opens ShareSessionModal).

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

* feat: add public SharedSessionPage with tree preview

Add the public-facing shared session page at /share/:shareToken that
renders shared sessions without authentication. Includes error handling
for 401 (redirect to login), 403 (access denied), 404 (not found),
and 410 (expired). The page features a minimal header, session metadata,
SessionTimeline component, and a new SharedSessionTreePreview component
that renders the decision tree structure with the path taken highlighted.

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

* feat: add My Shares management page with nav link

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

* fix: address code review issues in session sharing

- Add useCallback for loadShares in ShareSessionModal (React hook deps)
- Use TreeStructure type instead of Record<string, unknown> for type safety
- Fix login redirect format to match LoginPage's expected state shape

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

* test: add focused tests for session sharing utilities and API

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

* fix: resolve tree_structure type compatibility for shared session views

- Use TreeStructure & Record<string, unknown> intersection for JSONB flexibility
- Add explicit cast in SharedSessionTreePreview for recursive node rendering

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

* docs: add session sharing learnings to CLAUDE.md

Add gotchas #12 (TreeStructure vs Tree types) and #13 (login redirect
state format), note about npm run build strictness, and public route
pattern to Common Tasks.

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

* feat: procedural editor UX improvements

Add URL intake field type, fix variable name editing collapsing fields
(index-based keys/updates), auto-generate variable names by field type,
add section header as first-class step type, and simplify step editor
with "More Options" collapsible for advanced fields.

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

* fix: allow section_header step type in validation, improve tag input

- Add 'section_header' to VALID_STEP_TYPES in backend validation so
  procedural flows with section headers can be published
- Replace procedural editor's inline tag input with TagInput component
  (supports autocomplete, Tab, comma, semicolon, and paste splitting)
- Add semicolon delimiter support to TagInput component

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

* fix: add type-aware routing for procedural flows

Centralizes tree navigation routing via getTreeNavigatePath helper.
Fixes all pages to route procedural sessions to /flows/:id/navigate
instead of /trees/:id/navigate. Adds safety redirect in troubleshooting
navigator and resume support in procedural navigator.

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

* fix: remove unused index prop from IntakeFieldEditor

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

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-14 23:08:17 -05:00
chihlasm
350c977eda feat: add procedural flows with intake forms, navigation, and seed templates
Adds a new "procedural" tree type for linear step-by-step project workflows
(domain controller setup, M365 onboarding, VPN config, etc). Includes intake
form builder, two-panel step navigation, variable resolution, procedural
exports, 3 seed templates, and UI rename from "Trees" to "Flows".

Also archives 19 implemented plan docs and creates deferred features backlog.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-14 04:13:52 -05:00
chihlasm
303570ca2c feat: add sensitive data redaction to export (Phase C)
Server-side regex redaction masks IPs, emails, bearer/API tokens, and
UNC paths in exported session content. Redaction runs post-generation
and post-variable-resolution with fail-closed error handling. Frontend
gets a "Mask Sensitive Data" toggle in the export preview modal with
a summary of what was redacted. 24 unit tests passing, frontend build clean.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-14 00:11:20 -05:00
Michael Chihlas
f1577758f9 test: add Phase B tests for custom markers, detail levels, and summary block
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-13 13:12:52 -05:00
Michael Chihlas
0a67a846de feat: add summary block generation to all 4 export generators
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-13 12:57:55 -05:00
Michael Chihlas
c8f9cc1c4b feat: add format-aware command output truncation for standard detail level
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-13 12:56:16 -05:00
Michael Chihlas
28c969f06e feat: add [CUSTOM] markers to custom steps in all 4 export generators
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-13 12:54:45 -05:00
Michael Chihlas
ea0f79fac0 feat: add include_summary and detail_level to SessionExport schema
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-13 12:53:19 -05:00
Michael Chihlas
f8a14d8b4c fix: skip RESOLUTION section in PSA export for incomplete sessions
Mid-session "Copy for Ticket" no longer shows a misleading Resolution
section that echoed the last step's answer.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-13 10:50:55 -05:00
Michael Chihlas
8797ae0261 feat: add step cutoff and mid-session export support
- max_step_index slices decisions in all 4 export formats
- Only set exported=True when session is completed

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-13 08:58:03 -05:00
Michael Chihlas
69c95065b6 feat: add Resolution and Next Steps sections to all export formats
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-13 08:54:50 -05:00
Michael Chihlas
ae701ef066 feat: save next_steps on session completion and update
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-13 08:42:19 -05:00
Michael Chihlas
ec5c91c8e4 feat: add next_steps column and update session schemas
- Add next_steps TEXT column to sessions table via migration 034
- Add include_outcome_notes, include_next_steps, max_step_index to SessionExport
- Add next_steps to SessionUpdate, SessionResponse, SessionComplete

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-13 08:32:20 -05:00
chihlasm
ad59446332 feat: user management — admin create, password reset, archive/delete, quick invite
Phase 1: must_change_password enforcement + change password endpoint/page
Phase 2: Admin user creation (M365-style) with temp password
Phase 3: Password reset (self-service forgot + admin-triggered)
Phase 4: User archive (soft delete) + hard delete with precheck
Phase 5: Quick invite from admin Users page

Also fixes:
- Auto-create subscription for accounts missing one
- Hard delete precheck ignores sole-member personal accounts
- Seed script patches tree nodes for validation compliance

Migrations: 031 (must_change_password), 032 (password_reset_tokens), 033 (user soft delete)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-13 01:42:51 -05:00
Michael Chihlas
b8f25f19eb Add M365 and additional networking seed trees 2026-02-12 16:13:18 -05:00
chihlasm
577a2fbf2a feat: add command output capture to troubleshooting sessions (#57)
Engineers can now paste command output during action steps. Output is
stored in the session decisions JSONB, displayed in session review,
included in all 4 export formats with command context, and preserved
in session-to-tree conversions.

- Collapsible "Paste Output" textarea on action nodes with commands
- 10,000 character limit with live character count
- Works on both built-in and custom action steps
- Preloads output when revisiting a step via Go Back
- All exports show commands run alongside captured output

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-12 00:57:33 -05:00
chihlasm
3c47292eaf feat: add resend capability for platform and account invite codes
Revoke-and-recreate flow for both invite systems with email delivery
via Resend API. Includes account invite email template and audit logging.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-11 23:45:23 -05:00
Michael Chihlas
50cb0fc7f0 feat: admin invite codes with plan assignment + user detail page
- Migration 030: add email, assigned_plan, trial_duration_days, email_sent_at
  to invite_codes with CHECK constraints
- Resend email integration (graceful degradation when API key not set)
- Invite codes now support plan assignment (free/pro/team) and trial duration (1-90 days)
- Registration applies invite code plan/trial to new subscription
- Auto-downgrade expired trials on authenticated access
- Enriched GET /admin/users/{id} with account, subscription, sessions, audit logs
- New endpoints: PUT /admin/users/{id}/subscription/plan and extend-trial
- Frontend: enhanced invite codes page with email, plan, trial fields
- Frontend: new user detail page at /admin/users/:userId
- Fixed API path drift: /invite-codes -> /invites
- 11 new backend tests, 416 total passing

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-11 21:42:58 -05:00
Michael Chihlas
ca4ce7cad6 Implement session outcomes, step timing, and live timer fixes 2026-02-11 17:52:12 -05:00
chihlasm
01ecba13a2 chore: clean up untracked files and gitignore .claude/ directory
- Add make_superadmin utility scripts (list users, promote to super admin)
- Gitignore entire .claude/ directory (agents, settings, plans)
- Delete leftover tailwind-config-snippet.js and dual-mode plan doc

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-10 10:00:52 -05:00
chihlasm
eac6e184ec feat: add dual-mode tree editor with Code Mode, variables, and markdown sync
Implements the full dual-mode tree editor (Plan Phases 1-5):

Backend:
- JSONB↔Markdown bidirectional serializer/parser with mistune
- Markdown validator with line/column error reporting
- 3 API endpoints: export-markdown, import-markdown, validate-markdown
- Variable extraction/resolution service ([USER_INPUT], [VAR], [SAVE_AS])
- Session variables JSONB column (migration 028)
- 39 tree markdown tests + variable service tests (403 total passing)

Frontend:
- Monaco-based Code Mode with custom Monarch tokenizer and dark theme
- Autocomplete for @node_id refs, type values, variable names
- Debounced validation (800ms) with inline Monaco error markers
- Syntax help panel (absolute overlay, toggleable)
- Starter template for new trees with valid cross-references
- Bidirectional metadata sync (name/description/category/tags frontmatter)
- Synchronous tree→markdown serializer (fixes async race condition)
- Pre-save validation blocks save on broken refs or missing tree name
- Mode-aware undo/redo: Monaco native in Code Mode, throttled zundo in Flow Mode
- Variable prompt modal and frontend resolver for session navigation

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-10 09:45:26 -05:00
chihlasm
4f8b7dd7ca feat: add PSA ticket export format and Quick-Start landing page
PSA Export:
- New "PSA / Ticket Note" export format optimized for ConnectWise
- Structured output: Problem, Steps Taken, Resolution, Time Spent, Notes
- Prominent "Copy for Ticket" button on session detail page
- 24 unit tests for PSA export generator

Quick-Start Landing:
- New default landing page with search-first UX
- Auto-focused search bar with debounced tree search
- "Continue Session" cards for active sessions
- "Recent Trees" section from session history
- Home nav item and logo links updated

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-08 19:36:51 -05:00
chihlasm
064bc0aa48 test: add 113 unit tests for permissions, tree validation, and settings
Cover all permission functions (59 tests), tree validation logic (25 tests),
settings manager parse/infer helpers (21 tests), and Stripe webhook stubs (8 tests).
Key modules now at 100% coverage: permissions.py, tree_validation.py, stripe_handlers.py.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-08 17:58:48 -05:00
chihlasm
e216d5039e test: add export security tests and CI coverage reporting
Export security tests (26 new tests):
- 11 XSS prevention tests covering all user-supplied fields in HTML export
  (tree name, ticket, client, decisions, notes, timestamps, scratchpad)
- 7 edge case tests (unicode/emoji, empty decisions, missing fields, long content)
- 5 format-specific tests (markdown headers, text numbering)
- 3 HTML structure tests (valid document, CSS, timestamp toggle)

CI coverage reporting:
- Add --cov=app --cov-report flags to pytest in GitHub Actions
- Display per-module coverage summary after test run
- Baseline: 63% overall, 98% on export_service.py

Total tests: 215 (189 existing + 26 new)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-08 14:53:22 -05:00
chihlasm
e772877996 fix: resolve python-jose CVEs (CVE-2024-33663, CVE-2024-33664)
Update python-jose from 3.3.0 to 3.5.0 to fix:
- CVE-2024-33663: Algorithm confusion with ECDSA keys (High)
- CVE-2024-33664: JWT bomb DoS via high compression ratio (High)

Remaining accepted risk: ecdsa CVE-2024-23342 (Minerva timing attack)
- No fix available (maintainer considers side-channel attacks out of scope)
- Non-exploitable in this app: JWTs use HMAC (HS256), not ECDSA signing

All 189 tests pass. npm audit: 0 vulnerabilities.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-08 14:43:13 -05:00
chihlasm
a027e683e3 fix: repair all test fixtures - add missing solution fields and fix httpx API
- Add missing `solution` field to solution-type nodes in test tree structures
  (required by `can_publish_tree` validation for published trees)
- Fix `AsyncClient(app=...)` → `ASGITransport(app=...)` in test_save_session_as_tree
  (httpx deprecated the `app` parameter in favor of transport)
- All 189 tests now pass (was 84 passed, 1 failed)

Files fixed: conftest.py, test_permissions_account.py, test_subscription_limits.py,
test_trees.py, test_save_session_as_tree.py

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-08 14:21:29 -05:00
chihlasm
b97596d286 refactor: tech debt reduction - extract hooks, deduplicate helpers, update deps, add CI
- Extract useCustomStepFlow hook from TreeNavigationPage (1040 → 759 lines)
- Create core/filters.py with shared tree/step visibility filters
- Create services/export_service.py from session export logic
- Add GitHub Actions CI/CD pipeline (pytest + lint + build)
- Add GIN index migration for full-text search on trees
- Update FastAPI 0.128.5, Pydantic 2.12.5, SQLAlchemy 2.0.46, +5 more
- Fix regex → pattern deprecation in Query() params

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-08 08:14:22 -05:00
Michael Chihlas
b570f8415f feat: implement full admin panel with dashboard, user management, and platform settings
Adds complete super_admin panel with 9 pages and account owner categories page.
Backend includes 5 new DB tables, ~25 API endpoints, settings manager with
in-memory cache, and 29 integration tests. Frontend includes reusable admin
components (DataTable, Pagination, ActionMenu, etc.) with code-split lazy loading.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-08 06:05:59 -05:00
Michael Chihlas
c7b2c59ef6 feat: implement tree sharing, draft trees, and session-to-tree conversion (Issues #16, #25, #17)
Backend features:
- Tree sharing via secure tokens with expiration (Issue #16)
- Draft tree status with conditional validation (Issue #25)
- Save session as custom tree with fork tracking (Issue #17)
- Tree validation system for publish requirements
- Session-to-tree conversion preserving custom steps

Database migrations:
- 024: Tree sharing (tree_shares table, visibility field)
- 025: Tree status field (draft/published)
- 25b: Merge migration for indexes

New endpoints:
- POST /api/v1/trees/{id}/share - Generate share token
- GET /api/v1/shared/{token} - Public tree access
- POST /api/v1/trees/{id}/can-publish - Validate tree
- POST /api/v1/sessions/{id}/save-as-tree - Convert session

Test coverage:
- 20 tests for draft trees functionality
- 14 tests for session-to-tree conversion
- 15 tests for tree sharing

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
2026-02-07 23:06:13 -05:00
Michael Chihlas
9f92547309 feat: implement session history search and filtering (Issue #35)
Implement comprehensive search and filtering for Session History to dramatically
improve findability of past troubleshooting sessions.

Backend Enhancements:
- Update GET /api/v1/sessions with 8 filter parameters:
  * ticket_number - Partial match search (ILIKE)
  * client_name - Partial match search (ILIKE)
  * tree_name - JSONB path query on tree_snapshot
  * started_after/started_before - DateTime range filtering
  * completed_after/completed_before - DateTime range filtering
- Enhanced tree_snapshot to include name, description, category, version
- Migration 11c8abf7ef5b: Added 3 database indexes for performance:
  * ix_sessions_ticket_number (B-tree)
  * ix_sessions_client_name (B-tree)
  * ix_sessions_tree_snapshot_gin (GIN for JSONB queries)
- 7 new integration tests for all filter combinations

Frontend Implementation:
- New SessionFilters component with comprehensive UI:
  * Ticket number search input
  * Client name search input
  * Tree name dropdown (sorted alphabetically)
  * Date range picker with react-day-picker integration
  * Quick presets: Today, This Week, Last 7 Days, This Month
  * Toggle between "Started" and "Completed" date types
  * Active filter chips with remove buttons
  * "Clear All" button
- Complete SessionHistoryPage rewrite:
  * URL state management via useSearchParams (shareable filter links)
  * Enhanced session cards showing tree name, client badge, notes indicator
  * Smart empty states ("Clear filters" vs "Start new session")
  * Debounced search (300ms)
- Custom date picker styling matching ResolutionFlow theme
- Dependencies: react-day-picker@9.13.1, date-fns@4.1.0

Features:
- Multiple filters work together (AND logic)
- Filter state persists in URL for shareable links
- Sub-300ms query performance with database indexes
- Fully responsive design (mobile/tablet/desktop)
- Theme-aware (dark/light mode)
- Toast notifications for errors

Performance:
- Database indexes ensure <300ms queries even with large datasets
- Frontend debouncing reduces API calls
- JSONB GIN index for O(log n) tree name lookups

Bundle Impact:
- JS: +87.83 KB (+12.2%, due to react-day-picker library)
- CSS: +10.53 KB (+25.8%, date picker styles)
- Gzipped: +24.52 KB JS, +1.82 KB CSS

All acceptance criteria met:
✓ Search by ticket number (partial match)
✓ Search by client name (partial match)
✓ Filter by date range (started or completed)
✓ Filter by tree name
✓ Multiple filters work together (AND logic)
✓ Active filters shown as removable chips
✓ "Clear all filters" resets to default view
✓ Search is fast (<300ms)
✓ Filter state in URL (shareable links)
✓ Tree name displayed in session cards

Tests: 34/34 session tests passing (7 new filter tests)

Closes #35

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
2026-02-07 21:17:25 -05:00
Michael Chihlas
89e09edc64 feat: add tree library view system with grid/list/table modes and sorting
Implements Issue #34 - Tree Library Full View System

Backend Changes:
- Add sort_by parameter to GET /api/v1/trees endpoint
- Support 6 sorting options: usage_count, updated_at, created_at, name, name_desc, version
- Maintain backward compatibility (defaults to usage_count)
- Add comprehensive test for sorting functionality
- All 104 backend tests passing

Frontend Changes:
- Create ViewToggle component for switching between Grid/List/Table views
- Create SortDropdown component for 6 sort options
- Create TreeGridView component (extracted from TreeLibraryPage)
- Create TreeListView component (compact row-based layout)
- Create TreeTableView component (sortable table with columns)
- Update userPreferencesStore with view and sort preferences
- Update TreeFilters type to include sort_by parameter
- Update TreeLibraryPage to integrate new components
- View and sort preferences persist to localStorage

Features:
- Grid view: Best for discovery (default)
- List view: Best for quick scanning
- Table view: Best for sorting and comparison
- Responsive design: Mobile/tablet/desktop optimized
- Table view hides columns responsively
- Sortable table headers with visual indicators
- Smooth transitions and hover effects
- No layout shift when switching views

Testing:
- Backend: 104/104 tests pass
- Frontend: Build successful, no TypeScript errors
- All existing functionality preserved

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
2026-02-07 20:36:20 -05:00
Michael Chihlas
ffb14cd014 feat: add tree forking, custom step tracking, and session sharing
Implement three foundational schema features from the design doc:

- Tree forking with lineage tracking (migration 022): parent_tree_id,
  root_tree_id, fork_depth columns with self-referential FKs and
  composite analytics index
- Custom step enhancement: CustomStepSchema with source tracking
  (ad-hoc, step-library, forked-tree) for backward-compatible JSONB
- Session sharing (migration 023): session_shares and session_share_views
  tables with account-scoped visibility, cryptographic tokens, view
  tracking, and allow_public_shares account policy

Includes 21 new integration tests (9 forking, 12 sharing), SaaS
consultant-recommended denormalizations, rate limiting on public share
access, and test fixture fix for invite code requirement.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-07 19:10:47 -05:00
chihlasm
8dbb87e4d2 fix: add migration 021 to make accounts.owner_id nullable on existing DBs
Railway already ran the old migration 020 which enforced NOT NULL on
owner_id. Since alembic won't re-run a corrected 020, this new migration
explicitly reverts the constraint for databases that already applied it.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-07 03:06:35 -05:00
chihlasm
974e86a502 fix: resolve circular FK between users and accounts on registration
Account.owner_id and User.account_id are both NOT NULL, creating a
circular dependency that prevents inserting either row first. Fix by:
1. Making owner_id nullable (set immediately after user creation)
2. Creating Account before User, then setting owner_id after flush
3. Removing NOT NULL enforcement on owner_id in migration 020

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-07 02:55:53 -05:00
chihlasm
e0089a9c5a feat: update all endpoints and schemas for account-based model
Replace team_id with account_id across all API endpoints (trees,
categories, tags, steps, step_categories, admin, auth). Add new
accounts and webhooks endpoints. Registration now atomically creates
Account + Subscription, with account_invite_code bypassing the
platform invite gate.

Schemas updated for account_id/account_role. 82 tests passing
including 18 new tests for accounts, subscriptions, and permissions.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-07 02:39:01 -05:00
chihlasm
4ccb93ee31 feat: add account-based subscription model with migrations
Transition from team-based to account-based multi-tenancy (Free/Pro/Team).
Migrations 016-020 create accounts, subscriptions, plan_limits, and
account_invites tables, then migrate existing users and content FKs.

New models: Account, Subscription, PlanLimits, AccountInvite.
Updated models add account_id alongside existing team_id (coexistence
for safe two-PR deployment). Permissions and deps refactored for
account_role instead of is_team_admin.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-07 02:38:47 -05:00
chihlasm
1e57aa8323 fix: escape SQL wildcards in tag search autocomplete
The % and _ characters in user search input are now escaped before
the LIKE query, preventing unintended wildcard matching in tag search.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-06 00:26:35 -05:00
chihlasm
94ec19cf07 fix: only register debug endpoint when DEBUG=True
The /debug/cors endpoint is now conditionally registered, preventing
information leakage about CORS configuration in production.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-06 00:24:02 -05:00
chihlasm
5ae22e041f fix: clean up folder and tag assignments on tree soft delete
When a tree is soft-deleted, folder assignments and tag assignments are
now removed from junction tables. Tag usage counts are decremented with
a floor of zero to prevent negative counts.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-06 00:23:24 -05:00
chihlasm
02e00963e1 feat: add password complexity validation
Passwords must now contain at least one uppercase letter, one lowercase
letter, and one digit (in addition to the existing 10-char minimum).

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-06 00:20:21 -05:00
chihlasm
33368688b2 feat: upgrade tree deletion to soft delete with deleted_at timestamp
Adds deleted_at and deleted_by columns to trees table for proper soft
delete tracking. Supports future 30-day restore window functionality.
The delete endpoint now sets both is_active=False (backward compat) and
deleted_at/deleted_by. Migration backfills existing is_active=False rows.

Fixed ambiguous FK relationship between User/Tree models by adding
explicit foreign_keys to both sides of the author relationship.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-05 23:33:05 -05:00
chihlasm
3a5ac0f201 feat: add audit log table and integration with admin/tree endpoints
Creates AuditLog model with JSONB details column for tracking admin
actions. Integrates log_audit() helper into admin endpoints (role
change, team admin toggle, deactivate, activate) and tree delete.
IP address column reserved for future Railway proxy header support.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-05 23:28:41 -05:00
chihlasm
02d06acfb8 feat: add super admin bypass in tree list filter
Super admins now see all trees regardless of ownership, team, or
public/default status. Previously the build_tree_access_filter function
had no super_admin check, so admins could only see their own trees plus
public/default/team trees.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-05 23:25:56 -05:00
chihlasm
71ba0b95a5 fix: high-severity security hardening (Phase B permissions audit)
Phase B addresses 7 high-severity gaps from the permissions audit:

- B1: Enforce tree access check on session start via can_access_tree
- B2: Replace all inline permission helpers with centralized permissions.py
- B3: Fix require_engineer_or_admin to check is_team_admin before role
- B4: Add is_active field on User with enforcement in get_current_active_user
- B5: Add admin user management endpoints (list, get, role, team-admin, deactivate, activate)
- B6: Add rate limiting on auth/invite endpoints via slowapi (disabled in DEBUG)
- B7: Implement refresh token rotation with JTI-based revocation and meaningful logout

Also reduces access token TTL from 15 to 5 minutes and updates CLAUDE.md
with SaaS/MSP context for future planning sessions.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-05 22:44:05 -05:00
chihlasm
3e0fb92012 fix: critical security hardening (Phase A permissions audit)
- Remove role field from UserCreate schema, hardcode 'engineer' at registration
- Escape all user content in HTML export with html.escape() (XSS fix)
- Add field_validator to reject default SECRET_KEY when DEBUG=False
- Add CHECK constraint on users.role ('engineer'|'viewer') + migration 011
- Fix test_admin fixture to properly grant is_super_admin via ORM
- Fix circular FK (users↔invite_codes) in test DB setup with DROP SCHEMA CASCADE
- Add 5 new security tests (role validation + XSS prevention)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-05 22:04:37 -05:00
chihlasm
34daa26a67 feat: implement RBAC permissions system
Add role-based access control with hierarchy: super_admin > team_admin >
engineer > viewer. Adds is_super_admin boolean to User model (migration 010),
centralized backend permissions module, frontend usePermissions hook, and
UI enforcement (conditional Create/Edit buttons, editor redirect for viewers,
role badge in header). All endpoint admin checks updated from role=="admin"
to is_super_admin.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-05 02:42:44 -05:00