Five endpoints under /integrations/psa/connections:
- GET (any auth user), POST/PUT/DELETE/test (owner+ only)
- Create tests CW connection before saving; update re-tests on cred change
- Credentials decrypted only for masked hints in responses
- Three CI-safe tests: empty GET, engineer 403, delete 404
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
PsaConnectionCreate, PsaConnectionUpdate, PsaConnectionResponse,
and PsaConnectionTestResponse — registered in schemas __init__.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
ConnectWiseProvider implements PSAProvider with test_connection() that
calls GET /system/info to verify credentials and connectivity. All other
methods raise NotImplementedError with slice references for future work.
Provider registry (get_provider_for_account) looks up the account's
PsaConnection, decrypts stored credentials, and instantiates the
correct provider. Currently supports connectwise only.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Implements ConnectWiseClient in services/psa/connectwise/client.py with:
- API key auth (Base64 companyId+publicKey:privateKey) + clientId header
- Accept header pinned to CW API version 2025.16
- Dynamic base URL resolution via /login/companyinfo (cloud vs on-premise)
- SSRF prevention: validates against known CW domains, rejects private IPs
- Retry with exponential backoff for timeouts and 5xx errors
- 429 rate limit handling with Retry-After header respect
- Error mapping: 401/403/404/429/5xx to typed PSA exceptions
- Paginated GET with while-loop pattern (max 1000 per page)
- JSON Patch array format for PATCH requests
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
5-slice plan covering foundation (abstraction layer, encryption,
connection CRUD, frontend), ticket linking, ticket search, update
ticket modal, and member mapping. Slice 1 has full task-level detail;
slices 2-5 are outlined for iterative planning.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Comprehensive design for ConnectWise PSA integration covering
credential management, service ticket integration, session-to-ticket
notes, and callback webhooks.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Complete Script Generator feature including:
Backend:
- ScriptCategory, ScriptTemplate, ScriptGeneration models
- ScriptTemplateEngine with substitution, filters, sanitization
- CRUD + share API endpoints with permission checks
- Integration tests for permissions and sharing
- Migration 057 with AD User Management seed templates
Frontend — Script Library:
- Browse templates with category tabs and search
- Configure pane with parameter form and script generation
- Script preview with live substitution and copy/download
- scriptGeneratorStore Zustand store
Frontend — Template Editor:
- Full CRUD form with metadata, script body (Monaco Editor), parameters
- ParameterSchemaBuilder with visual builder + JSON toggle
- ScriptManagePage with routing and nav link
Frontend — Parameter Detector:
- Client-side PowerShell parameter detection engine
- Detects script-level param() blocks and variable assignments
- Type inference from PS type annotations and value patterns
- ParameterDetectorStepper one-by-one review UI with accept/skip
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Landing page at /landing with full marketing content: hero, features,
pricing, testimonials, and beta email signup form. Beta signups email
beta@resolutionflow.com via new public endpoint. Unauthenticated users
redirect to landing instead of login. Also raises KB Accelerator node
limit from 50 to 100 to accommodate dense troubleshooting articles.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
The commit endpoint returns {message, validation_errors} when
validation fails, but the error handler was passing the whole object
to toast.error(), crashing React with "Objects are not valid as a
React child".
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
AI-generated trees can have circular next_node_id references (e.g.,
node A → B → A). The parent mapping now checks for cycles before
assigning parent_node_id, preventing FK deadlocks during insert.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Nodes with parent_node_id references were inserted in a single batch,
causing FK violations when children were inserted before their parents.
Now inserts roots first, flushes, then children in subsequent passes.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Moved md from Phase 2 extensions to allowed formats, added extraction
handler (reuses txt handler), and updated plan_limits defaults to
include md for all plans.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
The uploader should know their content type — auto-detection adds
complexity and currently just defaults to troubleshooting anyway.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
_build_flow_context() was reading node.get('content') which was only
present on old KB-imported steps. Now falls back through title →
question → description → content → label so all node types (decision,
action, solution, procedural step) show correctly in the copilot context.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Steps built by _build_procedural_tree() were stored under the "content"
key but StepDetail.tsx reads "description". Renamed the key so step
text and commands display correctly during session execution.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- _build_procedural_tree now maps AI node types (step, action, warning) to
valid procedural types (procedure_step, section_header, procedure_end)
- Generates 'title' field from content text — fixes "Unnamed step" in editor
- Auto-appends procedure_end step if AI didn't generate one
- Adds procedural validation gate at commit endpoint (same as troubleshooting)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
RouteError already handled stale chunk errors, but the Sentry ErrorBoundary
didn't — so errors from React lazy() imports hit the generic error UI.
Now auto-reloads with loop prevention (10s cooldown via sessionStorage).
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
The StaggerList wrapper creates per-item stacking contexts via CSS animation,
causing the absolute-positioned close popover to render behind sibling cards.
Replace StaggerList with inline stagger-item rendering so we can apply z-50
directly to the stagger-item wrapper when its popover is open.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Increase max_tokens from 8192 to 16384 to prevent truncation on long articles
- Add _try_repair_json() that fixes trailing commas and attempts to close
unclosed brackets/braces from truncated AI responses
- Log full raw response (first 2000 chars) on parse failure for debugging
- Set status to 'failed' with user-friendly error message instead of leaving
imports stuck in 'processing' state
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- TreeNavigationPage: initialize currentNodeId from tree_structure.id
instead of hardcoded 'root' — fixes "Invalid tree structure" for trees
with non-'root' root IDs (KB Accelerator, AI Flow Builder)
- SessionHistoryPage: add relative z-10 to session card when close
popover is open so it renders above sibling cards
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Add _repair_tree() post-build pass that fixes structural issues caused by
placed-set race conditions: demotes decisions with <2 children to actions,
hoists orphaned children as siblings, converts dead-end actions to solutions
- Add validation gate at commit endpoint — rejects trees that fail validation
with a 422 and descriptive error messages instead of saving invalid trees
- Update test fixtures to create valid multi-node tree structures
- Frontend: initialize currentNodeId from tree's actual root ID instead of
hardcoded 'root', fixing "Invalid tree structure" for KB-generated trees
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Decision nodes with fewer than 2 buildable child targets now get
demoted to action nodes instead of creating invalid tree structures.
Also adds id fields to option objects (required by tree editor).
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add ability to close active sessions directly from the Session History
page via an inline popover with outcome selection and optional notes.
Adds two new outcomes: cancelled and resolved_externally.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Fix _build_troubleshooting_tree() to handle deep nesting, warning nodes,
and DAG deduplication (placed set prevents duplicate IDs)
- Fix step_sync VARCHAR(255) overflow on publish by truncating title
- Add "Approve All" button to KB review screen
- Add delete button (hover-reveal) to flow canvas nodes
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
The test error was firing on every production page load — no longer needed
now that Sentry is confirmed working.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: flexible intake — deferred variables + prepared sessions
Remove blocking intake form modal. Variables are now filled inline during
flow execution or pre-filled via prepared sessions. Adds PATCH /sessions/{id}/variables
endpoint, POST /sessions/prepare for session pre-staging, inline variable prompts
in StepDetail, editable Session Variables panel, and "Prepared for You" dashboard section.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: pass treeData directly to startSession to avoid stale state
setTree(treeData) hasn't committed when startSession runs immediately
after, so tree is still null and getStepsFromTree returns []. This
caused the step detail area to render empty on new session start.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: wire PrepareSessionModal entry point in Flow Library
Add "Prepare session" button (clipboard icon) to grid, list, and table
views for procedural/maintenance flows. Clicking fetches tree intake
fields and account members, then opens PrepareSessionModal.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
* fix: prevent race conditions in token operations and auth flows
Backend:
- Refresh token rotation: use atomic UPDATE...WHERE revoked_at IS NULL
to prevent concurrent refresh requests from both succeeding
- Account invite codes: SELECT FOR UPDATE to prevent double-spend
- Platform invite codes: SELECT FOR UPDATE to prevent double-spend
- Password reset tokens: SELECT FOR UPDATE to prevent double-use
- Email verification tokens: SELECT FOR UPDATE to prevent double-use
Frontend:
- Token refresh subscriber arrays: swap before iterating so a throwing
callback doesn't leave the queue in a dirty state
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: atomic counters, plan limit re-check, and double-submit guard
Backend:
- Tree usage_count: use SQL-level UPDATE (Tree.usage_count + 1) instead
of Python-level increment to prevent lost updates under concurrency
- Tag usage_count: same SQL-level atomic increment/decrement in both
create_tree and update_tree (delete_tree already used this pattern)
- Plan tree limit: re-check count after db.flush() to close the TOCTOU
window where two concurrent creates could both pass the pre-check
Frontend:
- TreeEditorPage: add isSaving early-return guard inside handleSaveDraft
and handlePublish callbacks so Ctrl+S can't bypass the button disabled
prop and fire duplicate save requests
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: prevent stale API responses from overwriting newer data
- SessionHistoryPage: move loadSessions into effect with cancelled flag
so rapid filter/tab changes discard outdated responses
- TreeLibraryPage: add request ID ref to loadTrees so stale responses
from previous filter selections are discarded
- QuickStartPage: add request ID ref to debounced search so out-of-order
responses don't overwrite newer search results
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: add flexible intake design — deferred variables + prepared sessions
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
* refactor: adopt shared Input/Textarea components across 15 files
Replace 42 raw <input>/<textarea> elements with <Input>/<Textarea>
from components/ui/. Consistent focus states, error handling, and
styling across all form fields.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* refactor: replace hardcoded rgba/hex colors with Tailwind tokens
- rgba(255,255,255,0.xx) → bg-white/[0.xx], border-white/[0.xx]
- rgba(6,182,212,0.3) → border-primary/30 (focus states)
- #0a0a0a → bg-background
- Inline style hex colors → var(--color-primary), var(--color-brand-gradient-to)
- 28 files updated, zero hardcoded rgba() patterns remaining
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add PageMeta to 16 pages for SEO and proper browser tab titles
Public pages (Login, Register, Forgot/Reset Password, Verify Email,
Survey Thank You) get descriptions for SEO. Authenticated pages
(Dashboard, Flow Library, My Flows, Session History, AI Assistant,
Account Settings, Step Library, My Shares, Feedback, Guides) get
proper tab titles.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add page transitions and staggered list animations
- ViewTransitionOutlet: wraps Outlet with fade-in-up animation keyed
to route path. Sidebar/topbar stay still, only content area animates.
- StaggerList: reusable component that cascades children with
incremental delay (50ms default). Pure CSS via @utility stagger-item.
- Applied stagger to TreeGridView, MyTreesPage cards, SessionHistoryPage.
- New stagger-fade-in keyframe in @theme block.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: ViewTransitionOutlet needs h-full for React Flow canvas
The wrapper div broke the height chain needed by TreeEditorPage's
h-full layout, causing React Flow canvas to collapse to zero height.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: main-content flex layout for tree editor + scrollable pages
Main content area is now flex-col so the ViewTransitionOutlet wrapper
gets an explicit computed height via flex-1 min-h-0. This makes h-full
resolve correctly in the tree editor (React Flow canvas) while still
allowing overflow-y-auto scrolling for normal pages.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: resolve ESLint errors in Button and Skeleton components
- Button: suppress react-refresh/only-export-components for buttonVariants re-export
- Skeleton: replace empty interface with type alias, replace Math.random() with static widths array
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add PageMeta, animation classes, and layout fixes to remaining pages
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
Custom bezier edges with gradient glow for the flow editor:
- Default: subtle white/gray gradient with soft glow
- Downstream (cyan): animated flowing dashes from selected node through subtree
- Upstream (amber): animated flow from selected node back to root
- Cross-reference: dashed cyan with arrow markers
- SVG gradient + filter defs for performant rendering
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Add missing `flex` class on TreeEditorPage editor wrapper (collapsed canvas to 0 height)
- Rewrite React Flow CSS overrides to use --xy-* custom properties (v12 compat with TW4)
- Move React Flow CSS import from component to index.css (CSS layer ordering)
- Add VITE_SENTRY_DSN build arg to Dockerfile for Railway builds
- Use env var for Sentry DSN in instrument.ts with hardcoded fallback
- Add lessons learned #53-55 to CLAUDE.md
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Vite env vars must be present during build — VITE_SENTRY_DSN was likely
undefined in Railway's build step, causing Sentry to silently not init.
DSN is a public client key (shipped in every browser bundle), not a secret.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- ErrorBoundary: use Sentry.ErrorBoundary with crash feedback dialog
- RouteError: capture route errors in Sentry (skip chunk load errors)
- User context: set Sentry user on login (frontend + backend)
- Backend: enable profiling (profiles_sample_rate)
- Frontend: add feedback integration, lower replay rate to conserve quota
- Add temporary verification message for production validation
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
CreateFlowDropdown accessed `session.id` which is undefined — the API
returns `session_id`. The undefined value caused "undefined" to be
interpolated into URL paths, triggering 422 validation errors from
FastAPI.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Capture user_id/account_id before try block so error handler survives
db.rollback() without triggering lazy loads in async context. Add
retry-without-MCP fallback when Anthropic MCP server returns rate limit
or connection errors.
Fixes PYTHON-FASTAPI-3, PYTHON-FASTAPI-4
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* refactor: enforce shared Modal component in remaining custom modals
- ShareSessionModal: replaced custom modal markup with <Modal>
- CreateCategoryModal: replaced custom modal markup with <Modal>
- EditCategoryModal: replaced custom modal markup with <Modal>
- All now get focus trapping, Escape close, body scroll lock for free
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* refactor: adopt shared Button component in 18 modal components
Replace raw <button> elements with <Button> from ui/Button.tsx:
- Primary buttons (bg-gradient-brand) → <Button variant="primary">
- Secondary buttons (border-border) → <Button variant="secondary">
- Ghost buttons → <Button variant="ghost">
- Loading states use loading prop instead of manual Loader2 spinner
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* refactor: adopt shared Button component in 20 page/component files
Replace raw <button> elements with <Button> across pages and remaining
components. 38 total files now use the shared Button component consistently.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
