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>
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>
* 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>
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>
_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>
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>
---------
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>
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>
- Use CAST(:embedding AS vector) instead of :embedding::vector to avoid
SQLAlchemy named param conflict with PostgreSQL :: cast syntax
- Add db.rollback() before recording AI usage on failure to prevent
InFailedSQLTransactionError cascade
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* chore: update Google Fonts to Bricolage Grotesque, IBM Plex Sans, JetBrains Mono
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* chore: update Tailwind config to Slate & Ice theme colors and fonts
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: update CSS variables and glass-card utilities for Slate & Ice theme
- Replace all color variables with Slate & Ice palette
- Add glass system vars (--glass-bg, --glass-blur, --shadow-float)
- Replace legacy glass-card with new variable-driven glass classes
- Add breatheGlow, bellWobble, slideDown, fadeInRight keyframes
- Update font references to IBM Plex Sans and Bricolage Grotesque
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: recolor BrandLogo to cyan gradient, split BrandWordmark for gradient Flow text
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: update TopBar with glassmorphism backdrop and cyan accent styling
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: update Sidebar with glassmorphism backdrop
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add ambient atmosphere gradient orbs behind app shell
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: update QuickStats and SessionsPanel with glass-card styling
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add WeeklyCalendar, QuickActions, OpenSessions, RecentActivity dashboard components
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: redesign dashboard layout with calendar, open sessions, and glass-card panels
New layout: greeting → calendar+actions → sessions+stats → activity
Replaces old QuickStats and SessionsPanel with new dashboard components
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: replace remaining purple hex references with ice-cyan accent
Sweep of hardcoded purple hex values (#818cf8, #6366f1) replaced with
new cyan accent (#06b6d4) in QuickActions, RecentActivity, QuickLaunch,
and SVG brand assets.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: update CLAUDE.md branding and design system for Slate & Ice Modern
Updated Last Updated date, branding section (fonts, colors, glass
utilities, atmosphere orbs), component styling rules, and Design System
section to reflect the new ice-cyan glassmorphism theme.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: add Slate & Ice Modern design doc and implementation plan
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: redesign login page with Slate & Ice Modern design system
Apply glassmorphism styling, atmosphere orbs, branded wordmark, and
consistent design tokens to match the updated app shell aesthetic.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: raise TopBar z-index so profile dropdown renders above main content
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add AI assistant with in-session copilot and standalone chat with RAG
Implements three-phase AI assistant feature:
- Phase 0: RAG infrastructure with pgvector embeddings, Voyage AI integration,
tree chunking service, and semantic search over team's flow library
- Phase 1: In-session copilot panel during flow navigation with contextual
AI help, current step awareness, and suggested related flows
- Phase 2: Standalone AI chat page with persistent conversation history,
pin/delete, and configurable retention policies (account-level)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add account management, email verification, AI fixes, and user guides
- Profile settings, account transfer, delete/leave account flows
- Email verification with JWT tokens and Resend integration
- AI assistant/copilot fixes: markdown rendering, shared RAG helpers,
token tracking, input refocus, model_validate usage
- User guides hub + detail pages with 13 topic guides
- Sidebar and top bar navigation for guides
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: prevent stale chunk errors after deployments
- Set Cache-Control no-cache on index.html in nginx so browsers always
fetch fresh chunk references after a deploy
- Auto-reload on chunk load failures (stale deploy detection) with
loop prevention via sessionStorage
- Show friendly "App Updated" message if auto-reload doesn't resolve it
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add email verification toggle to admin settings
Adds platform-level toggle to enable/disable email verification.
When disabled, the verification banner is hidden and the send
endpoint returns 403.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
Adds a new "procedural" tree type for linear step-by-step project workflows
(domain controller setup, M365 onboarding, VPN config, etc). Includes intake
form builder, two-panel step navigation, variable resolution, procedural
exports, 3 seed templates, and UI rename from "Trees" to "Flows".
Also archives 19 implemented plan docs and creates deferred features backlog.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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>
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>
- 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>
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>
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>
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>
