Commit Graph

90 Commits

Author SHA1 Message Date
1c904373f8 Merge main into feat/flowpilot-migration
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Brings in PR #141 (PSA ticket management) so FlowPilot can ship on top
of a unified main. Two manual conflict resolutions:

1. CLAUDE.md — kept the FlowPilot ai-handoff rewrite (`.ai/`-driven
   protocol). The pre-rewrite reference content (CW integration notes,
   lessons archive, env vars table) lives in `docs/connectwise/`,
   `docs/LESSONS-ARCHIVE.md`, and DEV-ENV.md by design.

2. frontend/src/pages/AssistantChatPage.tsx — both conflict regions
   were purely additive. Concatenated FlowPilot's Phase 2-9 state hooks
   (facts, activeFix, preview*, scriptPanelOpen, templatizeQueue) with
   PSA's spin-off ticket state (linkedTicket, showNewTicket, spinOffHint).
   Both modal mounts (TemplatizePrompt, ShortcutsHelpOverlay,
   NewTicketModal) kept. All setters wired by either branch are intact.

Verification:
- `tsc -b` clean across the merged tree.
- Browser smoke-test (Session B fixture): Phase 9 ProposalBanner
  ("Run AI-drafted PowerShell to recover SSL VPN") renders alongside
  PSA's new Tickets sidebar icon. Console clean.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-25 01:03:33 -04:00
4aaf57adb5 feat(pilot): Phase 6 — post-resolve templatize prompt + draft accept/reject
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Closes the loop on the Phase 5 "Run now, templatize after resolve" path.
After a session resolves, drafts queued by the three-option dialog surface
as a modal that lets the engineer review the AI-proposed parameterization
and either save as a reusable team template or skip. A "don't ask again"
toggle writes to account_settings.preferences so the next resolve won't
pop the modal.

Backend:
- /api/v1/draft-templates:
  * GET — list account drafts (pending_only default true; pass false for
    audit view including accepted/rejected)
  * GET /{id} — single draft
  * POST /{id}/accept — promotes to a new script_templates row with
    source_session_id / source_user_id / source_ticket_ref populated
    (drives the Script Library "generated from CW #X · resolved by Y"
    provenance chip). Draft flips to status=accepted,
    promoted_template_id set, resolved_at stamped. 409 on re-accept /
    already-rejected. 400 on unknown category_id.
  * POST /{id}/reject — flips to status=rejected. 409 on re-reject.
- /api/v1/accounts/me/preferences (GET/PATCH) — thin wrapper over
  AccountSettings.get_setting/set_setting. PATCH merges keys into the
  JSONB column, preserving existing keys the client didn't touch.
  Used by the "Don't ask again for this team" checkbox
  (templatize_prompt_enabled=false) and, forward-looking, by
  cw_resolved_status_id / cw_escalated_status_id from Phase 4.
- 13 tests: list filter, accept with/without edited_body, provenance
  copy-through, reject, 409 on re-accept / re-reject, 400 on unknown
  category, prefs round-trip with merge semantics.

Frontend:
- src/components/pilot/script/TemplatizePrompt.tsx — modal showing the
  drafted script with proposed parameters in the Phase 5
  ParameterizationPreview, editable name/category/description, an
  individual-parameter remove button, and the "don't ask again" opt-out.
  Accept posts to /draft-templates/{id}/accept + optionally PATCHes
  preferences. Skip posts /reject.
- src/api/draftTemplates.ts — typed client plus accountPreferencesApi.
- AssistantChatPage: after a successful Resolve (external OR local),
  fetches preferences + pending drafts for the session and queues the
  modal one draft at a time. Escalate does not trigger this flow.
- Sidebar: Scripts nav shows the pending-draft count as a badge. Fetched
  independently of the main sidebar stats so endpoint flakes don't
  break the rest of the sidebar.

Verified live 2026-04-22: seed two drafts → GET sees both pending →
accept draft A (template created, provenance CW #99123 populated) →
reject draft B → pending count drops → PATCH opt-out → GET confirms
persistence.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 02:37:49 -04:00
ce7c8ac3d5 fix(pilot): wipe full task-lane state on chat switch + extract palette event
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Two fixes from the Phase 5 shakedown:

1. Stale lane data leaking across chats. handleNewChat, sendPrefill, and
   handleResumeNew were each missed when Phase 3/5 added activeFix,
   previewKind, previewData, and scriptPanelOpen — only selectChat reset
   the full set. Result: starting a new chat while a Suggested Fix card
   was active showed the previous session's fix card (and any open
   preview/script panel) until the next backend refresh swept it.
   Consolidated all four entry points behind a single
   resetSessionDerivedState() helper so adding new lane state in future
   phases only requires touching one place.

2. CommandPalette TDZ on cold load. SCRIPTS_INLINE_QUICK_ACTION (line 66)
   referenced PILOT_INLINE_SCRIPT_PATH declared at line 94 — module-level
   evaluation hit the use before the declaration. Browser blanked with
   "Cannot access 'PILOT_INLINE_SCRIPT_PATH' before initialization".
   Moved the path const above its first use; also extracted
   PILOT_INLINE_SCRIPT_EVENT into a tiny @/lib/pilotEvents module so
   AssistantChatPage doesn't import the palette component just to read a
   string — that mixed-export pattern broke Fast Refresh ("consistent
   components exports") and added an unnecessary import edge.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 01:30:18 -04:00
fa61376303 feat(pilot): Phase 5 — inline Script Generator integration
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Wires the SuggestedFix card to an inline panel that handles both cases:
template-matched fixes open the Script Library generator with parameters
pre-filled from session context; un-matched fixes open the three-option
dialog (one_off / draft_template / build_template). The decision endpoint
records the path choice with side effects: draft_template persists a
draft_templates row via a Sonnet-driven TemplateExtractionService;
build_template returns a redirect to the Script Builder; one_off just
records the choice.

Backend:
- TemplateExtractionService: drafts a parameter schema from a concrete
  rendered script. Conservative by default ("prefer fewer parameters").
  Round-trip-validates that templated_body only references declared
  parameters; missing-key mismatch falls back to the original script
  with no params. LLM/parse failures fall back identically — the
  engineer can still create a draft and refine in the post-resolve
  prompt (Phase 6).
- /suggested-fixes/{fix_id}/decision side effects:
  * one_off → returns rendered_script (engineer's edited version or the
    fix's ai_drafted_script verbatim)
  * draft_template → same + creates draft_templates row with extracted
    params, returns draft_template_id
  * build_template → returns redirect_path=/scripts/builder?from_session=
    &fix= so the frontend can navigate to the builder pre-loaded
- 400 when a non-template fix has no ai_drafted_script (template-matched
  fixes take the dedicated /scripts/generate path, not this endpoint).
- 12 tests: TemplateExtractionService parse + fallback paths, all four
  decision branches, edited_script override, missing-script 400.

Frontend:
- src/components/pilot/script/{TemplateMatchPanel, NoTemplateDialog,
  ParameterizationPreview}.tsx — inline panels rendered in the task
  lane's bottom slot when the engineer clicks a SuggestedFix card.
- TemplateMatchPanel: loads template via /scripts/templates/{id},
  pre-fills params from fix.ai_drafted_parameters with cyan "from
  session" tags, generates via existing /scripts/generate (already
  bumps state_version on ai_session_id from Phase 3). 404 falls back
  with a clear message instead of erroring.
- NoTemplateDialog: shows the AI-drafted script with proposed parameter
  values highlighted in amber via ParameterizationPreview; three option
  cards with the middle (draft_template) flagged Recommended; inline
  edit on the script body before deciding.
- SuggestedFix card now clickable: onActivate toggles the inline panel.
- AssistantChatPage: scriptPanelOpen state + handleScriptDecision that
  navigates on build_template and toasts on the other paths. Active fix
  changes auto-close the panel so engineers don't act on stale state.
- Cmd+K → "Open inline Script Generator" palette entry surfaces only on
  /pilot/:id routes; fires a window event the chat page subscribes to.
  No Resolve shortcut added per Section 14 decision (browser ⌘R conflict).

Verified 2026-04-22 against the dev stack:
- one_off / draft_template / build_template all return the right shape
  with real Sonnet TemplateExtractionService for the draft path.
- Conservative extraction confirmed: cmdkey + Restart-Process script
  yielded zero proposed parameters as intended.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 00:15:29 -04:00
f3c3ee5b57 feat(pilot): unify AI troubleshooting surface at /pilot, redirect /assistant (Phase 1)
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Collapses the pre-existing dual-surface setup (AssistantChatPage at /assistant,
FlowPilotSessionPage at /pilot) into a single chat-primary surface per
architectural claim #1 of FLOWPILOT-MIGRATION.md.

Router changes (frontend/src/router.tsx):
- /pilot and /pilot/:sessionId now render AssistantChatPage.
- /assistant redirects permanently to /pilot via <Navigate replace>.
- /assistant/:sessionId redirects to /pilot/:sessionId preserving the ID
  via an AssistantSessionRedirect helper that reads the param.
- FlowPilotSessionPage is no longer imported or mounted. Per the
  beta-history-disposable decision, the file stays on disk for reference
  but is unreachable; delete once nothing else in the tree imports it.

Dispatcher de-branching — previously these sites routed by session_type
(chat -> /assistant, otherwise -> /pilot). All now unconditionally go to
/pilot/:id since session_type is no longer used for frontend routing:
- components/dashboard/ActiveFlowPilotSessions.tsx
- components/dashboard/RecentFlowPilotSessions.tsx
- components/flowpilot/AISessionListItem.tsx
  (keeps isChat for icon selection, but linkTo is unconditional)

User-facing label + navigation updates:
- components/layout/CommandPalette.tsx: "AI Assistant" palette entry
  becomes "FlowPilot" pointing to /pilot; the sparkles quick-action also
  routes to /pilot.
- components/dashboard/StartSessionInput.tsx: both navigate() call sites
  now go to /pilot instead of /assistant.
- lib/routePrefetch.ts: prefetch entry for AssistantChatPage keyed to
  /pilot (the real surface) rather than /assistant (now redirect-only).

Preserved intentionally (not user-facing routes):
- Backend /assistant/retention API path and the assistantChatApi module
  name — those are internal API and module identifiers, not SPA routes.
- src/components/assistant/* and src/types/assistant-chat — TypeScript
  module paths, not routes.
- Sidebar.tsx — no top-level AI entry existed to rename; /pilot is
  already in the History group's matchPaths. Whether FlowPilot deserves
  its own rail entry is a future UX decision, not Phase 1 scope.
- FlowPilotAnalyticsPage at /analytics/flowpilot — analytics for the
  unified product, not guided-only, per the agreed Q16 interpretation.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-17 18:48:00 +00:00
f050afc2f7 feat(tickets): add /tickets route and sidebar nav item
Add Tickets page route to router with lazy loading and code splitting.
Add Tickets navigation entry to sidebar in RESOLVE section for both
icon rail and pinned layouts.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-16 03:15:35 +00:00
chihlasm
abd79bc763 feat: extract network map builder from PR 124 (#137)
* feat: add device_types table with system seed data

Creates DeviceType SQLAlchemy model and migration 073 that provisions the
device_types table with 28 system-seeded device types across 7 categories
(network, compute, storage, cloud, endpoint, infrastructure, security).

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

* feat: add network_diagrams table

Create NetworkDiagram SQLAlchemy model with JSONB nodes/edges, team-scoped with client/asset metadata, and Alembic migration 074.

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

* feat: add Pydantic schemas for device types and network diagrams

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

* feat: add device types CRUD router

Adds GET/POST/PUT/DELETE endpoints at /device-types with team-scoped access. System types are read-only; custom types are scoped to the creating team.

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

* feat: add AI generation service for network diagrams

Adds network_diagram_ai_service.py with generate_diagram() function that
calls the AI provider to convert plain-English network descriptions into
structured DiagramNode/DiagramEdge data. Registers the action in
ACTION_MODEL_MAP as a standard-tier route.

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

* feat: add network diagrams CRUD + AI generate + export/import router

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

* feat: add TypeScript types for network diagrams

Adds all interfaces for network diagrams and device types including
DiagramNode, DiagramEdge, DeviceProperties, NetworkDiagramResponse,
AI generate request/response, import/export shapes, and list item types.

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

* feat: add frontend API clients for device types and network diagrams

Adds deviceTypesApi (list, create, update, remove) and networkDiagramsApi
(list, get, create, update, archive, duplicate, exportJson, importJson,
aiGenerate, listClients) following the existing apiClient module pattern.

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

* feat: add device registry, DeviceNode, ConnectionEdge for React Flow

Creates the React Flow building blocks for the network diagram editor:
device type registry with icon/color mappings, DeviceNode component with
status indicators and connection handles, ConnectionEdge with per-type
styling, and nodeTypes/edgeTypes registration maps.

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

* feat: add DeviceToolbar panel with search, categories, drag-drop, custom type creation

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

* feat: add PropertiesPanel for node and edge property editing

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

* feat: add AIAssistPanel with replace and merge modes

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

* feat: add NetworkCanvas wrapper and DiagramHeader components

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

* feat: add DiagramEditor page assembling all panels with auto-save and AI generation

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

* feat: add Network Diagrams list page with search, client filter, import

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

* feat: add Network Maps to sidebar navigation and router

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

* fix: resolve TypeScript errors in DeviceToolbar and DiagramEditor

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

* fix: resolve stale selection bug in network diagram PropertiesPanel

Selection state now stores IDs and derives objects from live arrays,
so edits in PropertiesPanel inputs reflect immediately.

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

* feat: add React Flow UI foundation components for network diagrams

BaseNode (structured node shell with header/content/footer slots),
BaseHandle (styled connection handle), LabeledHandle (handle with
port label), NodeStatusIndicator (status border effect),
NodeTooltip (hover details via NodeToolbar).

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

* feat: add LabeledGroupNode and AnimatedSvgEdge components

GroupNode for subnet/VLAN/site grouping with positioned label badge.
AnimatedSvgEdge for traffic flow visualization with animated SVG
shape along edge path. Both registered in type maps.

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

* refactor: DeviceNode uses BaseNode, BaseHandle, StatusIndicator, Tooltip

Replaces hand-rolled node layout with composable React Flow UI
components. Status is now a border effect instead of a dot.
Hover tooltip shows hostname, IP, vendor, role, notes.

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

* feat: add grouping toolbar items and traffic flow toggle

DeviceToolbar gets Subnet/VLAN/Site/DMZ grouping section with
drag-drop. PropertiesPanel gets Show Traffic toggle that switches
edges between connection and animated types. DiagramEditor handles
both device and group node drops.

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

* fix: address code review findings for React Flow UI integration

- Use screenToFlowPosition() for drop coordinates (fixes zoom/pan bug)
- Remove duplicate selection border from DeviceNode (BaseNode handles it)
- Add w-full to GroupNode for proper container sizing
- Remove unused 'selected' destructuring from DeviceNode

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

* feat: add ISP icon to network diagram device registry

Globe icon with accent color, under cloud category.

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

* feat: improve drag-and-drop feel in network diagram editor

Grip icons on draggable toolbar items, press effect on drag start,
dashed border overlay with 'Drop to add' text when dragging over canvas.

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

* feat: add ContextMenu component for network diagram editor

Charcoal-styled context menu with action factories for node
and canvas variants. Viewport-clamped positioning, auto-dismiss
on click outside, escape, or scroll.

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

* feat: add useCanvasShortcuts hook for copy/paste/duplicate

Keyboard shortcuts with preventDefault and input guard.
Clipboard stores nodes with relative positions and edge indices.
Paste computes canvas center via screenToFlowPosition.
Duplicate offsets +30px. Supports both device and group nodes.

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

* feat: wire context menu and keyboard shortcuts into diagram editor

Right-click context menus for nodes (copy/duplicate/delete) and
canvas (paste/select-all/fit-view). Right-click selects the node
per spec. serializeNodes now handles group nodes correctly.

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

* fix: context menu dismisses on pane click, ISP in toolbar

Context menu now closes when clicking anywhere on the canvas via
onPaneClick prop. ISP device added as built-in toolbar item under
Internet section so it's always available without a database entry.

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

* fix: backend code review fixes for network diagrams

- Replace legacy Optional imports with modern str | None syntax
- Type JSONB columns as Mapped[list[dict[str, Any]]]
- Escape SQL LIKE wildcards (%, _) in diagram search
- Type DiagramNode.position as Position(x, y) Pydantic model
- Wrap AI response parsing in KeyError handler for clean 422 errors
- Remove unused Optional/TYPE_CHECKING imports from schemas/models
- Extract _get_available_slugs helper to DRY duplicate queries

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

* fix: network diagram editor UX — straight edges, snap-to-grid, ISP in Cloud, group resize

- Straight edges: replace SmoothStepEdge with BaseEdge + getStraightPath so
  connections draw direct diagonal lines instead of orthogonal bent paths
- Snap-to-grid: add snapToGrid/snapGrid=[20,20] to NetworkCanvas so nodes
  align consistently when dragged
- ISP in Cloud: remove standalone "Internet" sidebar section, inject ISP into
  the Cloud category loop with search support and correct item count
- Group node resize: add NodeResizer to GroupNode (subnet/VLAN/site/DMZ),
  handles visible when selected; dimensions saved/restored correctly on
  reload (also fixes group node load bug where type was always 'device')
- DiagramNode type: add nodeType and style optional fields

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

* fix: network diagram team_id guard + multi-style edge routing

Backend:
- Guard create_diagram with 422 if current_user.team_id is None (prevents
  NOT NULL constraint crash for accounts not yet assigned to a team)
- Add routing field to DiagramEdge schema (straight/curved/step)

Frontend:
- ConnectionEdge now supports straight (default), curved (bezier), and
  step (smooth-step) routing per-edge via routing field in edge data
- PropertiesPanel Connection section gets a Line Style toggle:
  Straight | Curved | Step buttons, active state highlights in accent
- handleEdgeUpdate and serializeEdges now propagate the routing field
- DiagramEdge type gets optional routing field

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

* feat: network diagrams UX overhaul — icons, empty canvas, properties panel

- Colorize: semantic category colors for all device types (network=blue,
  security=orange, compute=emerald, endpoint=amber, storage=violet,
  cloud=cyan, infra=steel); better icons (Router, ShieldAlert, Boxes,
  Package, Gauge, PlugZap, Video, Radio); MiniMap uses category colors
- Onboard: centered AI generate prompt on empty canvas with 5 MSP-specific
  example chips, ⌘↵ shortcut, spinner; AIAssistPanel only shown with nodes
- Arrange: properties panel — status badge grid at top, fields grouped into
  Network (IP/Subnet/VLAN) and Hardware (Hostname/Vendor/Model/Role) sections
- Delight: segmented topology color bar on listing cards; backend returns
  category_counts via single extra query on list endpoint
- Harden: real PNG export via html-to-image + getNodesBounds/getViewportForBounds
- Polish: ChevronDown replaces unicode ▾, click-outside for client filter,
  consistent spinner in empty prompt

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

* chore: drop changelog noise from network extraction

* fix: align network map builder with account isolation

* feat: add manual create option for network maps

* feat: make manual network map creation easier to discover

* fix(network-maps): address design critique — harden, normalize, clarify, polish

- Archive: two-step inline confirm in card dropdown menu
- Delete Device/Edge: two-step inline confirm in PropertiesPanel footer
- Context menu Delete: floating confirm bar instead of immediate deletion
- AI Generate New: two-step confirm when replacing existing diagram nodes
- DiagramHeader: show 'Unsaved changes' in amber when isDirty and not saving
- deviceRegistry: SECURITY_COLOR #f97316 → #f87171 (deprecated ember orange removed)
- CanvasEmptyPrompt: remove backdrop-blur (design system violation)
- CanvasEmptyPrompt: remove redundant 'Skip AI' bottom button (duplicate of Build manually card)
- CanvasEmptyPrompt: rounded-xl/rounded-2xl → rounded-lg, border-2 → border
- Topology bar: h-1 → h-2 + native tooltip with category breakdown
- AIAssistPanel: replace pulse-dot loading with spinner (consistent with rest of feature)
- ContextMenu: add shadow-lg (consistent with other dropdowns)
- DeviceNode tooltip: Position.Bottom → Position.Top (avoids canvas-edge clipping)
- CanvasEmptyPrompt: raise ⌘↵ hint from /50 opacity to full text-muted-foreground

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

* feat(network-maps): bring to front / send to back layering for nodes

Three entry points for z-index control:
- Right-click context menu: Bring to Front / Send to Back with ] / [ shortcuts, separated by dividers from copy/delete groups
- Properties panel: Layer row with Bring Front + Send Back buttons, tooltip shows keyboard shortcut
- Keyboard: ] brings selected node(s) to front, [ sends to back (skips when input focused)

Context menu also gains divider support (dividerBefore flag) for visual grouping.
Layering handlers use max/min zIndex across all nodes so repeated presses always stack correctly.

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

* fix: swap switch icon from Layers → Network (Lucide)

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

* feat: icon size picker (S/M/L) on device nodes

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

* feat: drag-to-resize device nodes + BrickWallFire for firewall

- NodeResizer on DeviceNode (same pattern as group nodes); icon scales
  proportionally with node width, clamped 16–60px
- Removes S/M/L static picker — resize is now direct manipulation
- firewall: ShieldAlert → BrickWallFire

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

* chore: trigger Railway rebuild

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

* fix: add missing hero_001.jpg to git (was untracked, broke Railway deploy)

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

* fix: ShieldAlert still referenced in CATEGORY_DEFAULTS after icon swap

Removed ShieldAlert from imports when swapping firewall icon to BrickWallFire
but left it in CATEGORY_DEFAULTS — runtime crash, device toolbar empty.

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

* fix(network): proportional node resize with locked aspect ratio

Nodes grew into rectangles because NodeResizer had no aspect ratio
constraint, minWidth != minHeight, and icon/text only scaled from width.

- DeviceNode: add keepAspectRatio + equal minWidth/minHeight (80×80),
  maxWidth/maxHeight (280×280), scale icon and label/IP font sizes from
  Math.min(width, height) so all content grows uniformly
- DiagramEditor: set explicit 120×120 style on dropped device nodes so
  React Flow has a definite starting size for aspect ratio calculation
- DiagramEditor: persist device node style (width/height) in
  serializeNodes and restore it on load so size survives save/reload

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

* fix(lint): suppress ESLint errors in network diagram components

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

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-13 02:38:01 -04:00
chihlasm
0b77eec1ca refactor: collapse Flows nav, remove session recovery from library, fix race conditions
- Collapse "Guided Flows" + "Troubleshooting" sidebar items into single "Flow Library" entry
- Remove incomplete session recovery and "Repeat Last" sections from TreeLibraryPage
- Fix handleSearch race: now participates in shared loadTreesRequestId guard so stale search results can't overwrite newer filter results
- Fix Sidebar refreshStats race: add statsRequestId ref to discard stale badge count responses

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-01 06:36:20 +00:00
Michael Chihlas
912075cd43 refactor: dashboard design critique — eliminate redundancy, differentiate sections
- Remove GreetingStatStrip (duplicated PerformanceCards data)
- Strip left-border accent from stat cards (AI slop pattern)
- Redesign KnowledgeBaseCards: icon grid → compact row list with icon badges
- Redesign TeamSummary: distinct inline-row layout, no longer identical twin
- Differentiate hover: stat cards use subtle border-hover, sessions keep springy lift
- Add loading skeletons to PerformanceCards, KnowledgeBaseCards, TeamSummary
- Add error state to PerformanceCards
- Extract timeAgo() to shared lib/timeAgo.ts (replaced 4 duplicates)
- Fix Skeleton bg-brand-border (undefined CSS var) → border-default
- Fix double text-xs text-[0.5625rem] class conflicts across dashboard

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-29 17:06:30 -04:00
chihlasm
1152b023bf feat: replace hardcoded orange hex values with blue equivalents
BrandLogo gradient, EmptyStateIllustrations SVGs, categoryColors,
landing page, brand SVG assets, and all remaining files.
Warning #eab308 → #fbbf24 (amber). categoryColors deduped.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-29 16:20:52 +00:00
chihlasm
5ff9a9d75e feat: replace all hardcoded orange rgba with blue rgba
Mechanical find-and-replace: rgba(249,115,22,...) → rgba(96,165,250,...)
across ~40 component and page files.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-29 16:20:13 +00:00
chihlasm
ecd7393646 feat: persist task lane across submits and session reloads
Task lane questions/actions are now saved to a pending_task_lane JSONB
column on ai_sessions, restoring them on session switch or page reload.
Partial submit no longer force-clears the lane — the AI response
controls what stays. Also removes redundant "New Session" button from
the sidebar (dashboard already provides this).

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-27 21:48:06 +00:00
chihlasm
1225b55786 fix: use opacity-only fade for page transitions instead of fade-in-up
ViewTransitionOutlet was using animate-fade-in-up (opacity + translateY)
on every route change, causing visible content shift on navigation.
Switch to animate-fade-in (opacity only) for a subtler transition.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-27 11:16:30 +00:00
chihlasm
ff985fb755 refactor: replace cyan accent with ember orange across entire frontend
Swap accent color from cyan (#22d3ee) to ember orange (#f97316) site-wide.
Cyan caused contrast issues and felt generic — orange brings warmth and
urgency fitting for a troubleshooting tool.

Changes:
- CSS variables: accent, accent-hover, accent-dim, accent-text, primary, ring
- Warning color shifted from amber (#fbbf24) to yellow (#eab308) for
  semantic separation from orange accent
- Brand SVGs: logo gradient updated to orange
- 50+ component files: all hardcoded cyan hex values, Tailwind cyan-*
  classes, and rgba(34,211,238,...) glow values replaced
- landing.css: all 45+ cyan references + 5 old border color fixes
- DESIGN-SYSTEM.md bumped to v5 with decisions log
- CLAUDE.md: all color references synced to charcoal palette + orange accent
- PWA theme-color meta tag updated to match sidebar (#10121a)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-24 07:37:44 +00:00
73c529d6f3 feat: beta feedback widget — frictionless in-session feedback
Full-stack beta feedback system:

Backend:
- BetaFeedback model with reaction, category, text, page context
- POST /feedback/beta (any auth user), GET /feedback/beta (admin, filtered)
- Alembic migration 065 with indexes on user_id, reaction, created_at

Frontend:
- Persistent "Feedback" tab on right edge of all authenticated pages
- Slide-out panel: quick reaction (👍😐👎), category pills, optional text
- Auto-captures page URL and FlowPilot session ID
- Hidden on mobile (<640px), closes on Escape/outside click
- Shows "Thanks!" confirmation then auto-closes

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-23 13:12:06 +00:00
7eaeb660dd fix: dashboard and omnibar route to /assistant chat, not /pilot guided flow
Aligns with copilot-first GTM direction — the dashboard chat input and
CommandPalette "Troubleshoot with FlowPilot" now launch the conversational
AI chat (/assistant), not the structured diagnostic flow (/pilot). Guided
flows remain accessible from the sidebar "Flows" section.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-23 06:36:51 +00:00
8ca36316c4 refactor: merge QuickLaunch into CommandPalette, amber New Session button
- Remove QuickLaunch (lightning bolt) from TopBar — redundant with CommandPalette
- Delete QuickLaunch.tsx (dead code, no remaining imports)
- Add "New Project" to CommandPalette quick actions
- Change sidebar "New Session" button from cyan to amber-400

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-23 05:06:44 +00:00
6b449c4f69 fix: remove unused imports breaking Railway build
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-23 04:41:44 +00:00
ceb1423b6a fix: command palette section labels amber + item hover borders
Section labels now use amber (#fbbf24) mono font matching sidebar
drawer style. Items show border highlight on hover/selection.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-23 04:22:55 +00:00
0a4185a00d fix: command palette hover contrast + FlowPilot routing
- Hover state uses bg-card-hover + text-foreground for readable contrast
- FlowPilot item navigates to /pilot (copilot) instead of /assistant
- Rename "Ask FlowPilot AI" → "Troubleshoot with FlowPilot"
- Update placeholder to hint at troubleshooting capability

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-23 04:20:23 +00:00
99e53f5d70 refactor: rename Step Library → Solutions Library site-wide
User-facing text updated across page title, sidebar, command palette,
quick launch, quick actions, post-step modal, empty state, and
procedural editor. File paths/component names unchanged — those
will be renamed when the full Solutions Library feature ships.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-23 04:09:19 +00:00
590d1ad1cb refactor: onboarding, mobile nav, remove maintenance flows
- Onboarding steps guide toward copilot usage, not flow building
- Mobile nav updated to match sidebar (Session History, Guided Flows)
- Remove Step Library from mobile nav
- Remove Maintenance from flow type filter tabs
- Remove Maintenance badge from all tree views (grid, list, table)
- Remove Maintenance create option from CreateFlowDropdown
- Add copilot-first dashboard plan and solutions library spec docs

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-23 04:00:52 +00:00
ee606643d5 refactor: simplify sidebar for copilot-first navigation
- Add "New Session" button at top of rail and pinned mode
- Replace Work → History, Know → Flows, add Scripts as own icon
- Remove Help/Guides/Feedback from sidebar rail
- Remove Maintenance from flow sub-items
- Remove Step Library from pinned Knowledge section
- Remove FlowPilot Analytics and Rocket icon
- Rename "Active Sessions" → "Session History"
- Rename "Flows" → "Guided Flows" in pinned mode

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-23 03:58:14 +00:00
8fd4207ee6 refactor: charcoal palette + sidebar drawer fixes
- Switch from true-dark to charcoal palette (sidebar darkest, content lighter)
  Page #1a1c23, Sidebar #10121a, Card #22252e, Border #2e3240
- Update all Tailwind semantic mappings to match new palette
- Update landing page CSS hardcoded hex to new palette values
- Fix remaining hardcoded hex in SurveyResponsesPage, SessionsPanel, FlowPilotMessageBar
- Sidebar drawer starts below topbar (top: var(--topbar-h)) instead of viewport top
- Drawer section title uses amber (#fbbf24) for visual pop
- Unify all rail icons: white when inactive, cyan with bg-accent-dim when active

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-22 21:39:05 +00:00
dfbb51b582 fix: Home icon active state — exact match "/" instead of startsWith
matchPaths: ['/'] with startsWith('/') matched every route,
keeping Home highlighted on all pages.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-22 19:32:55 +00:00
2bcd3e2f3c fix: design system v4 polish — home icon, mobile hamburger, contrast, font-label cleanup
- Home sidebar icon: always cyan, bg-accent-dim only when route is "/"
- Mobile TopBar: add left padding so hamburger isn't hidden behind logo
- Landing page: bump card border color (#1e2130 → #2a2f3d) for better contrast
- Replace all font-label references (40 occurrences, 19 files) with font-mono or font-sans
- Remove deprecated --font-label CSS variable from index.css
- Convert hardcoded hex in layout inline styles to CSS variables (light-mode ready)
- Add @types/react-syntax-highlighter for script builder types

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-22 19:19:44 +00:00
Michael Chihlas
6eae234991 fix: stat card left borders, tab shadow on toggle, larger rail icons
- Stat cards get 3px colored left border matching their icon color
- Guided/Chat toggle uses tab-active-shadow on selected state
- Rail icons increased to 24px with 1.6 stroke width
- Rail labels increased to 10px with font-sans (not mono)
- More vertical spacing between rail items

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-22 05:12:41 -04:00
Michael Chihlas
303a558432 refactor: replace hardcoded hex values with Tailwind semantic tokens
3,200+ hardcoded color values replaced with CSS variable-backed
Tailwind classes (bg-card, text-foreground, border-border, etc.).
Enables light mode via CSS variable swap. Only syntax highlighting
colors and intentional one-offs remain hardcoded (~15 values).

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-22 04:34:35 -04:00
Michael Chihlas
6ec05757a7 fix: migrate 11 remaining files missed by component sweep
editor-ai, guides, maintenance, scripts, settings, NavItem,
and dashboard active-glow removal.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-22 02:26:25 -04:00
Michael Chihlas
fd28921373 fix: remove unused BookOpen/MessageSquare imports from Sidebar
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-22 02:01:06 -04:00
Michael Chihlas
97a20a4225 fix: drawer uses fixed positioning to overlay main content
Grid cell was clipping the drawer at 72px. Now uses position: fixed
with left: 72px so it overlays the main content area and links
are clickable.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-22 01:42:32 -04:00
Michael Chihlas
585149fa94 fix: drawer stays open when moving mouse from rail to drawer
Remove onMouseLeave from individual rail items — only the outer
wrapper handles close. Items only handle onMouseEnter to switch
which drawer is shown. Prevents premature drawer dismissal.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-22 01:40:57 -04:00
Michael Chihlas
6fb0d9bf81 fix: increase drawer close delay to 400ms for usability
120ms was too fast — mouse couldn't traverse the gap between
rail icon and drawer panel without triggering close.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-22 01:39:14 -04:00
Michael Chihlas
812a22b2b1 refactor: replace flyout popups with full-height resizable drawer
Sentry-style drawer slides out from rail edge, fills viewport height.
Drag handle on right edge to resize (180-400px range).
No more tooltip-style popups that cause layout jitter.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-22 01:26:25 -04:00
Michael Chihlas
00ab9f1832 fix: sidebar fills full grid cell height
Sidebar wrapper uses flex + h-full, .sidebar gets height: 100%,
removed min-height: 100vh (grid cell handles sizing).

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-22 01:21:11 -04:00
Michael Chihlas
ce76e146fd fix: ensure Unpin button visible in pinned sidebar footer
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-22 01:13:48 -04:00
Michael Chihlas
9fcc564333 fix: flyout positioning, sidebar full height, pin icon padding
- Flyout uses absolute positioning relative to parent item (not fixed)
- Both rail and pinned sidebar stretch to full viewport height
- Pin icon has proper bottom padding to avoid cutoff

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-22 01:11:16 -04:00
Michael Chihlas
bef649bb9a fix: restructure icon rail to 5 grouped items (Sentry-style)
Home, Work, Knowledge, Insights, Help — each with hover flyout
showing sub-items. Sidebar now stretches to full viewport height.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-22 01:05:41 -04:00
Michael Chihlas
8efc443949 refactor: implement icon rail sidebar for Design System v4
72px icon rail with hover flyouts, pin-to-expand toggle (260px),
keyboard accessible, mobile hamburger overlay. Flat TopBar styling
(no blur/glass). New BrandLogo mark (gradient square + lightning bolt).
BrandWordmark uses solid text color instead of gradient.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-22 00:26:19 -04:00
Michael Chihlas
689776afd9 feat: add Script Builder page with chat UI, code blocks, preview modal, and save dialog
- ScriptCodeBlock: collapsed code preview with syntax highlighting (first 5 lines)
- ScriptBuilderInput: auto-resize chat input with Enter-to-send
- ScriptBuilderChat: message list with markdown rendering and code blocks
- ScriptPreviewModal: fullscreen script viewer with line numbers
- SaveToLibraryDialog: save script with name, description, category, team sharing
- ScriptBuilderPage: language selector, session management, FlowPilot handoff
- Added route, sidebar nav item (fuchsia), and mobile nav entry

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-21 17:11:32 -04:00
chihlasm
0c51198556 fix(landing): design audit fixes — hamburger menu, dead links, branding, spacing (#117)
* fix(landing): design audit fixes — hamburger menu, dead links, branding, spacing

- Add mobile hamburger menu with animated open/close and click-outside dismiss
- Create Privacy and Terms pages (footer links were dead # anchors)
- Change "Decision Tree Platform" to "AI-Powered Troubleshooting for MSPs" on login, register, and HTML title
- Fix register page icon color (was red/coral via CSS invert, now uses BrandLogo directly)
- Replace "0 Ticket Notes Written by Hand" stat with "100% Auto-Generated Documentation"
- Increase nav link touch targets to 44px minimum
- Fix heading hierarchy: section titles are now <h2>, standardize H3 to 1.25rem
- Tighten section spacing (6rem → 4rem padding, remove extra 5rem spacer)
- Add color-scheme: dark to HTML element
- Replace all transition: all with specific properties (10 occurrences)
- Fix loading ellipsis (... → …)

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

* fix(mobile): responsive modals + landing preview overflow

- PrepareSessionModal: bottom-sheet on mobile, centered on desktop
- IntakeFormModal: bottom-sheet on mobile, responsive padding
- ShareTreeModal: bottom-sheet on mobile, full-width on small screens
- Landing preview: hide URL bar and window controls on mobile (<900px)
  to prevent 189px horizontal overflow

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

* fix(mobile): collapse search bar to icon on mobile

On mobile (<640px), the full search bar with placeholder text and ⌘K
badge was taking too much space in the topbar. Now shows just a
magnifying glass icon that opens the same command palette on tap.

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

---------

Co-authored-by: chihlasm <michael@resolutionflow.com>
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-21 09:55:37 -04:00
cf23107735 fix(escalations): add sidebar badge count + show all team escalations
- Add escalation_count to sidebar stats (team-wide requesting_escalation)
- Show badge on Escalations nav item in sidebar
- Remove user_id filter from escalation queue — show all team escalations
  including your own (needed for solo users and visibility)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-21 04:41:27 +00:00
3d911d2dc9 feat(dashboard): FlowPilot cockpit dashboard + sidebar redesign
- Replace QuickStartPage with FlowPilot-centric dashboard
- Add StartSessionInput with Guided/Chat mode toggle
- Add PendingEscalations, ActiveFlowPilotSessions, PerformanceCards
- Add KnowledgeBaseCards, TeamSummary, RecentFlowPilotSessions
- Every number/card is a portal to its detail page
- Restructure sidebar: Resolve/Knowledge/Insights sections
- Remove redundant nav items (FlowPilot, Flow Editor, Flow Assist, etc.)
- Wire prefill from dashboard input to FlowPilot intake
- Update mobile nav to match new sidebar structure

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-20 14:22:50 +00:00
d3211c3d24 fix(layout): add min-h-0 to main-content — prevents grid overflow
Root cause found via DOM inspection: main-content (a CSS grid item) had
default min-height:auto, which prevented the grid from constraining it
below its content height. Content grew to 994px in a 975px viewport,
pushing the FlowPilot action bar (Resolve/Escalate/Pause) 75px below
the visible area. overflow:hidden on the grid clipped it invisibly.

Fix: min-h-0 on main-content allows the grid to shrink it to fit,
completing the height chain all the way down to the action bar.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 05:37:16 +00:00
5fa9c57c17 fix(layout): add flex flex-col to ViewTransitionOutlet — fixes action bar visibility
Root cause: ViewTransitionOutlet wrapping <Outlet> had flex-1 min-h-0 but
display:block (no flex flex-col). Child pages using h-full flex-col couldn't
resolve height against a block parent, so content overflowed and the
FlowPilot action bar (Resolve/Escalate/Pause) rendered below the viewport.

Fix: Add flex flex-col to the outlet wrapper so the full flex height chain
works: app-shell grid → main flex-col → outlet flex-col → page flex-col.

Also removed the h-0 workaround from FlowPilotSessionPage since this
addresses the actual root cause.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 05:29:33 +00:00
ce68fa84ca feat(search): add PostgreSQL FTS on AI sessions with Command Palette integration
- Migration: add generated tsvector column + GIN index on ai_sessions (problem_summary, resolution_summary, escalation_reason, problem_domain)
- Backend: wire FTS into list_sessions q param; add GET /ai-sessions/search endpoint returning AISessionSearchResult (registered before /{session_id} to avoid UUID routing conflict)
- Frontend: add AISessionSearchResult type, aiSessionsApi.search() method, and Command Palette group "FlowPilot Sessions" using Zap icon navigating to /pilot/:id

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 03:42:01 +00:00
0f750e63e0 feat(notifications): add Phase 4 Slice 2 — multi-channel notification system
Full notification infrastructure with in-app, email, Slack, and Teams channels:

Backend:
- NotificationConfig, NotificationLog, Notification models + migration
- Notification service with event routing, channel delivery, retry logic
- 9 API endpoints (config CRUD + in-app notifications)
- APScheduler retry job with exponential backoff (30s, 2m, 10m)
- Wired into escalation, proposal approval, and knowledge flywheel
- Pydantic event key validation, cross-tenant protection on recipients

Frontend:
- TypeScript types + API client for all notification endpoints
- NotificationsPanel: bell icon with unread badge, dropdown, mark-read
- NotificationSettings: channel config, event toggles, test, delete confirm
- Notifications tab on IntegrationsPage
- ARIA attributes, Escape handler, settings link on panel

Review fixes (13 issues resolved):
- notify() no longer commits/rolls back caller's transaction (critical)
- retry_failed_notifications returns count instead of None (critical)
- NotificationSettings moved inside dedicated tab (critical)
- target_user_ids scoped by account_id (security)
- Email loop collects all failures before raising
- Slack webhook validates response body
- events_enabled rejects unknown event keys
- link column widened to String(500)
- Dead code removed from _auto_reinforce
- Delete confirmation, ARIA, Escape key support

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-19 12:37:54 +00:00
9bad49d568 feat(knowledge-flywheel): add Phase 3 Knowledge Flywheel — AI analysis, review queue, analytics
Phase 3 implementation:
- AI session analysis service that generates flow proposals from resolved sessions
- APScheduler job for batch processing pending analyses (max_instances=1)
- Knowledge gap detection (weak options, high escalation signals)
- Flow proposals CRUD with team admin review workflow (approve/edit/dismiss/reject)
- FlowPilot analytics dashboard with confidence tiers, PSA metrics, knowledge gaps
- In-session script generator component
- Review queue page with filtering and proposal detail panel

Bug fixes from review (12 total):
- Fix "Edit & Publish" navigating to non-existent /editor/new route
- Hide Approve button for enhancement proposals (require Edit & Publish)
- Add max_instances=1 to scheduler to prevent TOCTOU race
- Fix eventual_success case() double-counting failed retries
- Add tree_structure validation before creating tree from proposal
- Simplify script generator rendering condition
- Add severity style fallback, toFixed on rates, Link instead of <a href>
- Add toast.warning on dismiss failure, fix dedup for domain-less sessions
- Cast Decimal to int in knowledge gap evidence dicts

Also updates CLAUDE.md with lessons 67-71 and Phase 3 project structure.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-19 05:12:10 +00:00
ce118b51d8 fix(flowpilot): fix 4 Phase 2 escalation bugs + update Tailwind version in CLAUDE.md
- 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>
2026-03-19 03:10:11 +00:00
bbe590bfec feat(ai-session): add Phase 2 PSA integration, escalation handoff, and session management
Phase 2 of the FlowPilot-First Pivot connecting AI sessions to ConnectWise PSA:

Slice 1 — PSA Ticket Intake:
- FlowPilotEngine accepts psa_ticket intake with graceful CW API fallback
- Ticket picker on intake screen (refactored TicketPickerModal for dual-mode)
- Ticket context card in session sidebar

Slice 2 — Auto Documentation Push:
- PSA documentation service with resolution/escalation note formatting
- Time entry creation via new ConnectWise provider method
- Automatic retry scheduler (APScheduler, 5min interval, 3 retries)
- PSA push status indicators in frontend with manual retry button
- Member mapping warning when CW member not mapped

Slice 3 — Session Pause/Resume & Escalation Handoff:
- Pause/resume endpoints for same-engineer session bookmarking
- Escalation flow: requesting_escalation status, self-escalation blocked
- Enhanced escalation package with LLM-generated hypotheses/suggestions
- Pickup endpoint with continue/fresh resume modes and briefing step
- Escalation queue (sidebar nav + dedicated page)
- SessionBriefing component with continue/fresh choice UI
- EscalateModal with PSA-aware button text

Slice 4 — Mid-Session Ticket Linking:
- Link ticket retroactively with context injection into system prompt
- Link Ticket button in session sidebar

Slice 5 — FlowPilot PSA Settings:
- Settings tab on IntegrationsPage with 7 configurable options
- Stored as flowpilot_settings JSONB on PsaConnection

Database: 2 migrations (flowpilot_settings, psa_post_log changes, status constraint)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-19 01:30:05 +00:00