Commit Graph

24 Commits

Author SHA1 Message Date
chihlasm
a4499e3cb3 fix: add defensive guard for answer nodes in session navigation
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-02-18 02:03:57 -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
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
Michael Chihlas
1869da4fcb feat(frontend): add mid-session Copy for Ticket to navigation page
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-13 09:39:38 -05:00
Michael Chihlas
7dab7d7782 feat(frontend): add next_steps to types, completion modal, and detail page
- Add next_steps to Session, SessionUpdate, SessionComplete, SessionExport types
- Add Next Steps textarea to SessionOutcomeModal
- Update TreeNavigationPage consumer callback for next_steps
- Display next_steps with whitespace-pre-wrap on SessionDetailPage

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-13 09:38:04 -05:00
chihlasm
2fc4e69c38 feat: UX improvements — copy buttons, shortcuts modal, breadcrumb rewind, create tree CTA
- Add copy-to-clipboard buttons on command blocks (action + custom step nodes)
- Add keyboard shortcuts modal (?) with option loading spinners and [Esc] hint
- Restyle session timer as a pill badge for better visibility
- Add prominent "Create Tree" CTA to MyTreesPage header and empty state
- Make breadcrumb items clickable to rewind navigation to any previous step

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-13 02:19:24 -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
Michael Chihlas
ca4ce7cad6 Implement session outcomes, step timing, and live timer fixes 2026-02-11 17:52:12 -05:00
chihlasm
402cdea063 feat: session quick wins (#51-#55) (#72)
* feat: add session quick wins (#51-#55)

- Session timer showing elapsed time in header (#51)
- Tab keyboard shortcut to focus notes textarea (#52)
- Repeat Last Session button on tree library page (#53)
- Auto-recovery banner for incomplete sessions (#54)
- Copy individual step to clipboard on session detail (#55)

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

* fix: add missing delete button to table and list tree views

The onDeleteTree prop was accepted but never used in TreeTableView and
TreeListView. Now both views show a trash icon (permission-gated) matching
the existing grid view behavior.

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

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-10 19:40:45 -05:00
Michael Chihlas
0e0e3572f4 refactor: replace barrel imports with direct module imports for tree-shaking
Replace all `from '@/api'` barrel imports with direct imports from
specific module files (e.g. `from '@/api/trees'`) across 20 files.
This enables better tree-shaking so each page only bundles the API
modules it actually uses.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-10 18:52:14 -05:00
Michael Chihlas
d155c83ef0 fix: split category fetch, safe localStorage, aria-labels on icon buttons
- TreeLibraryPage: split categories into a mount-only fetch so filter
  changes only re-fetch trees (not categories every time)
- Add safeGetItem/safeSetItem/safeRemoveItem helpers in utils.ts to
  prevent crashes in private browsing or when storage is unavailable
- Replace raw localStorage calls in ScratchpadSidebar, TreeNavigationPage,
  TreeEditorPage, and treeEditorStore with safe wrappers
- Add aria-label to 20 icon-only buttons across 8 component files
  for screen reader accessibility

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-10 18:41:46 -05:00
chihlasm
f4ce1595d6 feat: implement monochrome design system across entire frontend
Migrate all 84 frontend files from the old themed/colored design to a
monochrome glass-morphism design system. Pure black backgrounds, white
text with opacity levels, glass-card components with backdrop-blur, and
functional color reserved for status indicators only.

Foundation: remap CSS variables to monochrome, simplify Tailwind config,
remove theme toggle, convert brand logo/wordmark to white. Pages: all
14 pages updated. Components: all common, library, session, step-library,
tree-editor, tree-preview, admin, and subscription components converted.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-09 21:41:29 -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
chihlasm
90ff25003d feat: add mobile responsiveness, design consistency, and micro-interactions
- Add mobile hamburger menu with slide-out nav drawer (AppLayout)
- Make modals responsive: full-width on mobile, slide-up animation
- Scratchpad becomes full-screen overlay on mobile with backdrop
- Folder sidebar hidden on mobile, opens as slide-over drawer
- Tree editor shows "Desktop Required" gate on mobile
- Stack action buttons vertically on mobile (sessions, detail pages)
- Increase touch targets throughout (buttons, close icons)
- Add CSS animations: fade-in, slide-in-left, scale-in, btn-press
- Add card hover lift effect and consistent border highlights
- Standardize page padding (px-4 py-6 sm:px-6 sm:py-8)
- Responsive headings (text-2xl sm:text-3xl)
- CustomStepModal goes full-screen on mobile
- Tighten auth page spacing on mobile

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-06 01:58:39 -05:00
Michael Chihlas
2733a00253 feat: refactor scratchpad to floating overlay with global thin scrollbars
Refactor scratchpad from a flex-layout sidebar that pushes content left
to a floating overlay panel (position: fixed) that doesn't affect layout.
Panel slides in from the right with Ctrl+/ toggle. Main content adjusts
padding responsively when panel is open.

Also apply thin scrollbar styling globally across all scrollable elements
for a consistent, minimal look.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-04 21:39:05 -05:00
Michael Chihlas
4a0193f9af feat: integrate scratchpad sidebar into tree navigation page
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-04 02:51:52 -05:00
Michael Chihlas
f49e0b9327 fix: ContinuationModal UX - hover tooltips and stay-on-step flow
- Replace grouped section headers with hover tooltips (title attr) for
  a cleaner flat list of descendant options
- After selecting a descendant, stay on the custom step so the user can
  write notes before proceeding via a "Continue to" button
- Add pendingContinuationNodeId state to track selected descendant
- "Continue to" and custom branch controls are mutually exclusive

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-03 21:48:00 -05:00
Michael Chihlas
27624fbe55 fix: Custom step navigation bugs - go-back, descendants, redundant checkbox
- Show previously-created custom steps as clickable options on decision
  nodes so they remain accessible after going back
- Fix breadcrumb to show custom step titles instead of raw UUIDs
- Fix ContinuationModal to show grandchildren (two levels deep) instead
  of immediate children that duplicate option labels
- Remove redundant "Save to Library" checkbox from StepForm since
  PostStepActionModal now handles that decision

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-03 21:17:54 -05:00
Michael Chihlas
6bd21d7efc feat: Add custom step continuation flow with save/use/branch options
Custom steps during tree navigation now support a complete workflow:
- PostStepActionModal: Save for Later / Use Now / Both options
- ContinuationModal: Pick descendant nodes or build custom branch
- ForkTreeModal: Save modified tree as personal copy at completion
- Custom steps are recorded in decisions array for export
- Fix popular-tags API endpoint URL mismatch
- Add aria-labels for accessibility on select/button elements

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-03 20:53:48 -05:00
Michael Chihlas
cbd8deed32 feat: Complete custom step integration in navigation (Phase 3B: B.11, B.12)
Implements full custom step workflow in tree navigation:

Task B.11 - TreeNavigationPage Integration:
- Imported CustomStepModal and custom step types
- Added custom steps state management
- Load custom steps from session on resume
- Added "+ Add Custom Step" button after decision options
- Integrated CustomStepModal with insert handler
- Save custom steps to backend via session update API
- Render custom steps with purple themed card
  - Display title, instructions, help text
  - Show commands with labels
  - Custom step badge for visual distinction
- Handle navigation when current node is custom step
- Updated guards to allow custom step nodes
- Fixed TypeScript null checks for currentNode
- Keyboard shortcuts work with custom steps

Task B.12 - Session Export Updates:
- Custom steps field added to session model (B.10)
- Export endpoints have access to custom_steps data
- Ready for export rendering (backend generator functions)

Custom Step Flow:
1. User navigates tree, sees decision options
2. Clicks "+ Add Custom Step"
3. Modal opens with two tabs (Type My Own / Browse Library)
4. User creates or selects step
5. Step inserted into session, saved to backend
6. Navigation moves to custom step
7. Custom step displayed with instructions/commands
8. User completes custom step, continues tree flow

Complete Workstream B implementation!
Build tested successfully - all 13 tasks complete.

Related: Issues #8, #9, #10

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
2026-02-03 19:22:48 -05:00
chihlasm
adcaf2f4fe Add seed script with 7 trees, markdown rendering, and dark mode docs
- Add comprehensive seed script with 7 troubleshooting decision trees
  - Tier 1: Password Reset, Outlook/Email, VPN, Printer Problems
  - Tier 2: Slow Computer, Network Connectivity
  - Tier 3: File Share Access Problems
- Add markdown rendering with react-markdown package
  - MarkdownContent component for session player and node editor
  - Preview toggle in description fields
- Update documentation to reflect dark mode is complete
- Update all progress tracking docs with recent changes

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-29 02:25:03 -05:00
Michael Chihlas
5a0dff1da9 Add dark mode, export preview, and keyboard navigation
- Add theme store with light/dark/system modes and ThemeToggle component
- Prevent flash of wrong theme on initial load via inline script
- Add ExportPreviewModal for previewing session exports before download
- Add copy-to-clipboard functionality to session export
- Implement keyboard shortcuts for tree navigation (1-9 options, Esc back, Enter continue)
- Display keyboard hints in tree navigation UI
- Fix findNode to safely handle undefined structure parameter
- Update page title to "Apoklisis"

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-28 21:19:57 -05:00
Michael Chihlas
cd10ecd42c Complete Phase 2: Frontend implementation with React + TypeScript
Frontend Features:
- React 18 + Vite + TypeScript + Tailwind CSS + Zustand
- JWT authentication with automatic token refresh
- Tree library with search and category filtering
- Full tree navigation (decision/action/solution nodes)
- Session management with notes and completion
- Session history with export (Markdown/Text/HTML)
- ErrorBoundary for graceful error handling

Backend Fixes:
- CORS: Added port 5174 to allowed origins
- Sessions: Fixed JSONB datetime serialization (mode='json')

Documentation:
- Updated PROGRESS.md with Phase 2 completion
- Updated 03-DEVELOPMENT-ROADMAP.md with checked items
- Added PHASE-2.5-PERSONAL-BRANCHING.md spec

Seed Data:
- Added backend/scripts/seed_data.py with Password Reset tree

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-27 22:42:22 -05:00