The dashboard prefill flow in AssistantChatPage set activeChatId after
creating a new session but never updated currentChatRef.current. Every
later handleSend / handleTaskSubmit then tripped the
`currentChatRef.current !== sentForChatId` guard that was supposed to
discard responses for stale chats — and silently dropped the AI's
follow-up. The user saw their submitted message but no assistant
reply, no toast, no task-lane update.
Mirrors what handleNewChat and handleResumeNew already do. Adds an
e2e regression test that drives the dashboard prefill, submits a
partial task-lane response, and asserts the second AI turn renders.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
Mechanical drift between the e2e selectors and the current UI surfaced
on the first CI run after PR #149 unblocked the artifact upload step.
Five tests, three categories of drift:
1. **Page heading renames** (navigation.spec.ts)
- `Sessions` → `Session History` on /sessions
- `Account Settings` → `Account Management` on /account
2. **Route rename** (command-palette.spec.ts:74)
- The "Troubleshoot with FlowPilot" command palette option now lands
on /pilot (Phase 1 of the FlowPilot migration renamed /assistant).
/assistant still 301-redirects, so the assertion accepts either.
3. **Feature moved to /sessions** (history.spec.ts, resume.spec.ts)
- Default tab on /sessions is "AI Sessions"; flow-session filtering
and the Resume button moved behind the "Flow Sessions" tab. Both
tests now click that tab before asserting.
- resume.spec.ts no longer starts at /trees (Resume buttons aren't
rendered there anymore — the flow lives on /sessions). Destination
URL (/trees/:id/navigate) is unchanged.
No product-code changes — these are pure test updates against the
shipped UI. Run the suite locally with
`cd frontend && npm run test:e2e` once a fresh build is available.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
The new react-hooks lint rule "Calling setState synchronously within an
effect can trigger cascading renders" flagged real anti-patterns in
four spots. Refactored each per the rule's intent (derive during render,
or use useSyncExternalStore for external subscriptions).
1. hooks/useMediaQuery.ts — replaced the useState + useEffect pair with
useSyncExternalStore. That's the canonical React hook for
subscribing to external stores (matchMedia in this case) without
mirroring into local state via an effect. Snapshot/getServerSnapshot
pair preserves the SSR-safe behaviour.
2. components/network/nodes/DeviceNode.tsx — the prop-sync useEffect
that copied nodeData.label into labelValue was redundant.
labelValue is the EDIT BUFFER; while not editing, the displayed
span now reads nodeData.label directly. The buffer is initialized
only when an edit session starts (onDoubleClick).
3. components/network/nodes/GroupNode.tsx — same pattern, same fix.
4. components/dashboard/TicketQueue.tsx — the
setTickets([]) + setLoading(true) + fetchTickets() chain in the
effect was the cascade. Pushed those writes inside fetchTickets
(after the function boundary, so they batch with the eventual
setTickets(result)). Added a request-id ref so a slow first
response can't overwrite a fast second one.
Frontend lint: 20 errors → 0 errors. tsc -b clean.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
Five files, all stylistic:
- useFlowPilotSession.ts: typed the axios error shape with a narrow
inline type instead of \`as any\`.
- FlowPilotSessionPage.tsx: same — typed location.state once, then
destructured.
- ScriptBuilderTab.tsx: handleViewScript was a placeholder no-op;
declared the args properly with \`void script; void filename\` so the
signature matches ScriptBuilderChatProps without no-unused-vars
firing.
- TicketsPage.tsx: replaced 8 ternaries-as-statements (\`x ? f() : g()\`)
with proper if/else blocks. Same control flow, satisfies
no-unused-expressions, and reads better in the URL-param update paths.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
react-refresh/only-export-components fires when a file with the
\`router\` const export also defines a component (the redirect helper).
Moves the small helper to its own file under components/routing/ so
HMR can keep the route-component module hot-reload-eligible.
No behavior change.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
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>
1. EscalateInterceptDialog clipped off-screen.
The dialog was positioned with `absolute bottom-full mb-2 left-0`
under the assumption the Escalate button would have room above it.
In practice the button lives in the chat-page action bar near
y≈105, so the 302 px dialog overflows the top of the viewport
and only the last option is visible.
Switch to `top-full mt-2 right-0` — anchors the dialog below the
button and aligns its right edge with the button (avoids overflow
off the right when the button is in the right-side action cluster).
2. TemplateMatchPanel never renders on a fresh session.
`handleApplyFix` for the script_template_id branch only sets
`scriptPanelOpen=true`, but TemplateMatchPanel is mounted inside
`TaskLane.bottomSlot`. On sessions with no questions/facts the
lane defaults closed, so the panel exists in the React tree but
inside an unrendered TaskLane — the user clicks Apply fix and
nothing visibly changes.
Fix: also `setShowTaskLane(true)` in that branch so the lane
opens alongside the panel. The ai_drafted_script branch is fine
(InlineNoTemplateDialog renders in the chat region, not in the
lane), so it's left alone.
Both bugs were latent — they only surface on sessions that haven't
accumulated TaskLane state yet (questions/facts). Fresh sessions
created from the StartSessionInput hide them because the AI's first
turn populates questions and the lane auto-opens. Caught using the
new seed_phase9_qa_fixtures.py harness.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
The ResolutionNotePreview popover renders inside TaskLane's
overflow-y-auto region at the bottom of the lane. On a 720px
viewport with the default question/check list expanded, the
popover lands below the visible scroll position — the engineer
clicks "Preview Resolve note", sees the button label flip to
"Showing", but no preview appears on screen.
Add a useEffect that calls scrollIntoView({block: 'nearest'}) on
the popover's outer div whenever `open` flips to true. block:
'nearest' scrolls just enough to make it visible without yanking
the lane to the top.
Discovered during Phase 9 QA. Reproduced at 1280x720; fix verified
visually in the same QA run (screenshots in
.gstack/qa-reports/phase9-*/).
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
Addresses docs/FlowAssist_Migration/Issues/phase-9-review-issues.md.
Issue #1 (High): "Applied partially" from the escalation intercept silently
dropped because the backend requires notes on applied_partial and the dialog
sent none. The catch was silent and the UI advanced into the conclude flow
as if the outcome were recorded.
- EscalateInterceptDialog now has a two-step flow: clicking the partial
choice reveals a notes textarea (autofocused, required non-empty) plus
Back / "Record partial & escalate" buttons.
- onChoose signature extended to (choice, notes?).
- handleInterceptChoice passes notes to patchOutcome; on failure it
surfaces a toast and does NOT advance to the conclude modal, so the
intercept stays open for retry.
Issue #2 (Medium/High): ScriptBuilderTab kept local state across active-fix
changes within the same pilot session, so a stale draft could PATCH against
a newer fix.id. Added key={activeFix.id} on the mount — forces a clean
remount per fix; backend get-or-create (keyed on user+ai_session_id) still
returns the same session row, which is the intended resume-on-refresh
semantic; but messages/editorBuffer/latestScript local state resets.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Per Phase 9 §5. Before: banner Apply click stamped applied_at
regardless of whether the engineer had committed to running anything,
starting the Verifying timer prematurely. After:
- handleApplyFix no longer calls applyFix(). It just routes to the
right surface (TemplateMatchPanel / InlineNoTemplateDialog / Script
Builder tab).
- handleScriptDecision stamps applied_at for one_off + draft_template
(both labels are 'Run now, …' — the click is the declaration).
build_template does not stamp.
- TemplateMatchPanel's new 'I ran this' button calls applyFix via a
new onMarkRun prop.
- Script Builder tab Submit does not stamp (a draft is not a run).
No backend change — the /apply endpoint is unchanged. Only call sites
move.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Wires the three new components into AssistantChatPage:
- ChatTabStrip renders when the active fix needs a script drafted.
- ScriptBuilderTab sits alongside chat via display:none toggling so
chat scroll position + builder state both persist.
- InlineNoTemplateDialog replaces the task-lane bottomSlot render for
the drafted-script evaluation case; three cards finally fit.
- Banner Apply routing updated: no-draft/no-template → Script Builder
tab; drafted → InlineNoTemplateDialog; template → unchanged path.
applyFix() call site moves land in the next task.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Closes the gap Phase 8 final review flagged. When a fix is in
applied_partial state and the engineer escalates, the intercept no
longer forces them to approximate with didn't-work/worked/never-applied.
AssistantChatPage's handleInterceptChoice (Task 13) already dispatches
to patchOutcome for any FixOutcome value, so no handler change is
needed — the type already supports applied_partial.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Generate and Copy alone don't declare a run — the engineer can walk
away after copying. Phase 9 §5 defines an explicit run-declaration
affordance so applied_at only stamps on the engineer's positive
commitment. Wiring from AssistantChatPage lands in Task 13.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Slide-up wrapper around the existing NoTemplateDialog for rendering
in the chat region above the composer (parallel to ProposalBanner).
The chat region's width lets grid-cols-3 finally work as intended.
No change to NoTemplateDialog itself; decision callbacks and card
copy stay identical.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Owns the inline Script Builder session lifecycle:
- Get-or-create (origin='pilot_inline', ai_session_id) on mount.
- Renders ScriptBuilderChat in AI mode and CodeModeEditor (Monaco) in
'Write it myself' mode. Mode toggles via display:none so buffer and
messages persist across switches.
- Submit → sessionSuggestedFixesApi.patchScript; emits onScriptDrafted
to parent, which refreshes the fix and hides the tab strip.
- Relays in-progress state to the parent via onProgressChange for the
ChatTabStrip's indicator dot.
ScriptBuilderChat is untouched (stays presentational). Persistence
semantics live on the controller, not the display component.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Two-tab strip for the chat region. Parent controls mounting (strip only
appears when the fix needs a script drafted). Indicator dot signals
in-progress draft state. Tab switching via onChange callback; parent
handles display:none toggling so tab contents preserve state.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
sessionSuggestedFixesApi.patchScript(sessionId, fixId, script, params?)
hits the new PATCH /script endpoint.
scriptBuilder.createSession accepts an optional options bag with
origin + aiSessionId, defaulting to standalone when omitted so legacy
callers stay behavior-preserving.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Issue #3 from phase-8-review-issues.md. 'Not yet' on the AI-confirming
banner was a local-state hide; the proposal re-surfaced on the next
refreshSessionDerived call.
Two-part fix:
- PATCH /outcome now clears ai_outcome_proposal on any terminal action
(engineer has taken a decision; stale AI proposal is moot).
- New DELETE /ai-sessions/:sid/suggested-fixes/:fid/ai-outcome-proposal
endpoint for explicit 'Not yet' rejection. Does not touch status
or state_version — pure UI state.
Frontend handleRejectAIProposal now calls the DELETE and setActiveFix
with the server response.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Issue #2 from phase-8-review-issues.md. Apply was client-side-only via
a bannerApplied flag. Refresh / chat reselect / multi-tab would drop
Verifying state back to Proposed.
- New POST /ai-sessions/{sid}/suggested-fixes/{fid}/apply stamps
applied_at without changing status (still 'proposed'). Idempotent
if already stamped; 409 if fix is past proposed (a terminal outcome
was already recorded).
- Bumps state_version so resolve/escalate preview bundles reflect that
the fix has entered verifying.
- Frontend handleApplyFix calls the endpoint and uses the returned
applied_at directly. bannerApplied client flag is removed.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Superseded by ProposalBanner (Phase 8). The import was already removed
from AssistantChatPage in the previous commit; this deletes the orphaned
file itself and strips the now-unused suggestedFixSlot prop from
TaskLane's interface and both call sites.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Replaces the task-lane SuggestedFix card with the ProposalBanner docked
above the chat composer. Wires:
- Resolve-while-verifying auto-marks applied_success (one-click resolve).
- Escalate-while-verifying opens EscalateInterceptDialog to capture the
real outcome (default: didn't work) before handoff.
- 3+ post-apply engineer messages trigger the passive Nudge banner.
- AI [FIX_OUTCOME] proposals surface in the AIConfirming state; one-click
confirm applies the outcome.
Banner state resets on session switch via resetSessionDerivedState.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Anchored above the Escalate button, captures fix outcome before the
engineer hands off the ticket. Defaults to 'didn't work' on Enter
(the common case). Alternatives: 'worked, escalating for another
reason' (preserves success) and 'never actually applied' (dismiss).
Task 11 will wire this to AssistantChatPage's Escalate handler.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Completes ProposalBanner's state machine. AIConfirming (accent-blue)
surfaces the AI's [FIX_OUTCOME] proposal with one-click accept; Nudge
is the compact passive-prompt variant for post-apply chats; Collapsed
is the 28px expand-hint strip.
Adds onSilenceNudge prop so the parent can silence the nudge without
collapsing it (Task 11 wires this). Removes the last three stale
eslint-disable-next-line comments — all sub-components now use props.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Verifying: amber pulse animation, confidence pill becomes 'Applied Xm ago',
three actions (overflow for Mark partial, Didn't work, It worked). window.prompt
used for the partial notes + failure reason inputs — good-enough v1 pending
an inline composer.
Partial: cyan-toned to signal 'parked, outcome unknown', shows saved notes
inline, Finish it / Didn't work / It worked actions.
Adds pulse-amber to @theme animations alongside slide-up.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
New component that will replace the task-lane SuggestedFix card. Docks
above the chat composer with a 320ms slide-up animation. This commit
implements only the Proposed state (Tasks 8 & 9 fill Verifying, Partial,
AI-confirming, Nudge, Collapsed).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Extends SessionSuggestedFix with outcome fields (status, applied_at,
verified_at, partial_notes, failure_reason, ai_outcome_proposal) and
adds a patchOutcome method hitting the new backend endpoint.
FixStatus (5 values) + FixOutcome (4 writable values) mirror the
backend Pydantic types and the DB check constraint.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Each lane section (What we know, Questions, Diagnostic Checks, Suggested
fix) had its own `position: sticky; top: 0` header. As the engineer
scrolled past a section, that section's header would pin until the
section's bottom edge cleared the viewport, producing an "orphaned"
label floating over unrelated content below. Headers now scroll with
their content — in a 340px-wide lane the affordance was negative value.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- WhatWeKnow shows a "synthesizing" indicator + skeleton pulse while the
chat cycle is in-flight; task-lane header mirrors the signal with a
"thinking" pip so engineers know the AI is still working.
- Quiet-state hint when the lane is open (facts exist) but no open
questions, checks, or active fix — keeps the surface from looking
"finished" when the AI is about to follow up.
- Keyboard shortcuts: ⌘↵/Ctrl+↵ send in the composer (plain Enter still
sends), ⌘G toggles the Script Generator panel for the active fix,
`?` opens a new ShortcutsHelpOverlay listing all bindings. ⌘K palette
was already wired in TopBar.
- Responsive: below 1200px the task lane collapses to a bottom drawer
with a backdrop + a floating "Tasks ●" toggle button. TaskLane now
takes a `variant: 'side' | 'drawer'` prop; drawer variant drops the
resize handle and uses the shared slide-in-bottom animation.
- Build hygiene: fixed a pre-existing TS error in confirm-post error
handling (duplicate `response` type keys) and an unused-import warning
in TemplatizePrompt.
Verified: `npx tsc -b` and `npm run build` both clean against the dev
stack; Vite HMR applied each change without errors.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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>
Symptom: sidebar showed "User mjones got locked out … 0 messages" but the
conversation pane was rendering 2 messages from a different chat. The
task lane content matched what was displayed (so the AI was fine post-
prompt-sweep) — the leak was purely UI: messages from the previous chat
stayed on screen until the new chat's getSession returned.
selectChat resetSessionDerivedState() then awaits getSession before
calling setMessages(detail.conversation_messages). Between the reset
and that await, the prior chat's messages remain visible. handleNewChat
already had an explicit setMessages([]) call so it was unaffected;
selectChat did not.
Folded setMessages([]) into resetSessionDerivedState so any new chat-
switch entry point gets the wipe for free.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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>
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>
Wires the preview popover's Confirm & post action to ConnectWise (and,
via the provider pattern, any future PSA). Adds the parallel Escalate
flow with the handoff-oriented five-section markdown. Sessions without a
linked PSA ticket resolve/escalate locally — markdown stored, status
flipped, nothing posted externally.
Backend:
- EscalationPackageGeneratorService: Sonnet, five sections (Problem /
What we've confirmed / What we've tried / Current hypothesis /
Suggested next steps). Shares the preview_cache with a separate KIND
so Resolve and Escalate previews for the same state coexist.
- PSAWritebackService: post_resolution_note (RESOLUTION note type,
customer-visible), post_escalation_package (INTERNAL_ANALYSIS,
handoff for the next engineer only), transition_ticket_status with
mandatory re-fetch verification. PSAStatusVerificationError surfaces
loudly when CW silently rejects a status change — the
ConnectWise anti-pattern CLAUDE.md flags.
- Endpoints:
* POST /ai-sessions/{id}/escalation-package/preview
* POST /ai-sessions/{id}/resolution-note/post
* POST /ai-sessions/{id}/escalation-package/post
Outcomes: "resolved" / "escalated" with external_id + verified status,
"resolved_local" / "escalated_local" when no PSA linked.
- Target CW status IDs live in account_settings.preferences
(cw_resolved_status_id, cw_escalated_status_id). When unset, the post
proceeds without a status transition — response includes a
status_transition_skipped_reason rather than silently erroring.
- 7 tests: local-only path, PSA happy path with verified transition,
status verification failure → 502, skipped transition when
unconfigured, 409 on already-resolved re-post, escalate parallel path,
internal-analysis note type enforced.
Frontend:
- ResolutionNotePreview now kind-parameterized ('resolve' | 'escalate')
with inline edit + Confirm & post. Preview loads from the matching
backend endpoint; posting calls the matching endpoint; outcome toast
surfaces the verified CW status or the local-only result.
- AssistantChatPage: previewKind state replaces previewOpen; two toggle
buttons (Preview Resolve note / Escalate instead) in the lane's bottom
slot. handleConfirmPost dispatches by kind.
Verified 2026-04-22:
- Local-only Resolve + Escalate round-trip against the dev stack.
- Live Sonnet escalation-package preview; cache hit on repeat call
with no state change (separate cache kind from resolution-note).
- PSA post + status-verification paths covered by mocked-provider pytest
cases. Live CW round-trip pending a test CW instance.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
refreshSessionDerived's dep array referenced refreshActiveFix and
schedulePreviewRefresh before they were declared. React evaluates
useCallback deps synchronously during render, so the page blew up with
"Cannot access 'refreshActiveFix' before initialization" before a single
render completed. Moved the three leaf helpers above the aggregator.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Adds the AI-proposed resolution path and the inline preview of the
markdown that will be posted to the customer ticket on Resolve. The
preview is keyed on (session_id, ai_sessions.state_version) so back-to-
back fetches against unchanged state hit an in-process cache instead
of paying for a Sonnet call.
Backend:
- preview_cache: in-process LRU keyed on (kind, session_id, state_version).
No TTL — state_version is the source of truth. Soft-cap 5000 entries.
- unified_chat_service: [SUGGEST_FIX] parser (last-block-wins, JSON
payload, confidence clamped 0-100), supersession persistence (sets
superseded_at on prior active row), atomic state_version bump.
- ResolutionNoteGeneratorService: pulls session, facts, active fix, and
redacted script_generations into a structured input bundle for Sonnet;
produces the four-section markdown (Problem / What we confirmed /
Root cause / Resolution). Sensitive script parameters redacted via
ScriptTemplateEngine.redact_sensitive driven by the template's
parameters_schema.
- /api/v1/ai-sessions/{id}/suggested-fixes/active — 200 with the active
fix or 404.
- /api/v1/ai-sessions/{id}/suggested-fixes/{fix_id}/decision — records
one_off / draft_template / build_template / dismissed; dismiss
supersedes; bumps state_version. 409 on dismissing an already-
superseded fix.
- /api/v1/ai-sessions/{id}/resolution-note/preview — generates or returns
cached markdown; from_cache flag in payload signals cache hit.
- scripts.py POST /generate now bumps state_version on the linked
ai_session_id when present (third source of preview-cache invalidation
per Section 5.5).
- ASSISTANT_SYSTEM_PROMPT documents [SUGGEST_FIX] (when to/not to emit,
format, supersession semantics).
- 12 tests covering the parser (well-formed, last-wins, malformed,
confidence clamping), supersession + state_version invariant, all
decision branches, preview cache hit-on-no-change + miss-after-write.
Frontend:
- src/components/pilot/sections/SuggestedFix.tsx — amber-accented card
with confidence badge; dismiss action wired to the decision endpoint.
- src/components/pilot/ResolutionNotePreview.tsx — popover with refresh,
loading state, cached/fresh indicator, ticket-ref display.
- src/api/sessionSuggestedFixes.ts — typed client; getActive normalizes
404 to null so callers don't have to special-case.
- TaskLane gains suggestedFixSlot + bottomSlot props (rendered after
Diagnostic Checks; bottomSlot anchors the Resolve action).
- AssistantChatPage: refreshSessionDerived helper batches fact + fix
refresh; fact mutations and chat sends both schedule a 500ms-debounced
preview refresh per the Section 5.5 spec.
Verified end-to-end against the dev stack with a real Sonnet call:
- /active 404 → fact create → preview generates four-section markdown
grounded only in provided facts → second preview call hits cache
(from_cache=true, no LLM call) → fact write 2 → cache miss, regenerates.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Adds the load-bearing structural feature of the FlowPilot migration: a
"What we know" panel that holds confirmed facts for a session, fed by AI
[PROMOTE] markers and engineer-added notes. Facts feed the resolution
note preview (Phase 3) and survive across turns via stable UUIDs assigned
to pending_task_lane items.
Backend:
- FactSynthesisService: create/update/soft-delete facts with atomic
state_version bumps; LLM-backed synthesize_from_question/check on the
fact_synthesis (Haiku) action tier per Section 6.6.
- /api/v1/ai-sessions/{id}/facts CRUD + /facts/promote (proposed_text or
via synthesis). PATCH returns 403 for question/diagnostic_check facts
(edit the source item instead, Section 7.3).
- unified_chat_service: [PROMOTE] marker parser (JSON-block per Section
8.1 spec drift note), stable-UUID assignment for pending_task_lane
questions/actions preserved by exact text/label match across turns.
- ASSISTANT_SYSTEM_PROMPT: documents [PROMOTE] format, when to/not to
emit, hallucination guardrails, source_ref handling.
- 17 tests covering parser, stable IDs, service validation, CRUD,
editability rule, both promote modes, 422 null-synthesis path,
state_version invariant.
Frontend:
- src/components/pilot/sections/{WhatWeKnow,WhatWeKnowItem,AddNoteButton}
— green-gradient section above Questions, dashed-circle check, inline
edit/delete gated by the server's editable flag.
- TaskLane gains a whatWeKnowSlot prop (existing assistant/ folder kept
per the doc's "rename is opportunistic" guidance).
- AssistantChatPage fetches facts on selectChat and refetches after each
chat send (so [PROMOTE]-synthesized facts appear immediately); auto-
opens the lane when facts exist.
Verification: end-to-end smoke against the local docker stack confirms
all five endpoints (list/create/patch/delete/promote) plus the 403
editability rule. pytest suite verifies the same with mocked LLM. Live
[PROMOTE] flow remains untested until used in the UI — the marker shape
is covered by parser tests.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- docker-compose.dev.yml: drop Traefik/dev.resolutionflow.com labels, expose
backend:8000 and frontend:5173 directly; swap relative bind mounts for
${REPO_ROOT}/... so compose works when driven from inside a code-server
container with the host Docker socket mounted; default POSTGRES_PORT to
5433 host-side; add explicit uvicorn/npm run dev commands; add
ENABLE_MCP_MICROSOFT_LEARN and docker-01/Tailscale CORS origins.
- frontend/vite.config.ts: replace dev.resolutionflow.com with
allowedHosts=['docker-01', '.ts.net', 'localhost'] for direct-port access
over the private network.
- DEV-ENV.md: add Section 11 reference topology for the homelab Proxmox +
code-server Option B setup, plus troubleshooting entries for the
REPO_ROOT-empty-mount trap and the Vite allowedHosts rejection.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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>
Previous `resources`-string PATCH was silently ignored by CW — the
`resources` field is server-derived from the ticket's owner + schedule
entries, not freely writable. Status PATCH could also silently no-op
when a cross-board status id was sent.
- add_resource: when the ticket is unassigned, set the `owner`
MemberReference (the canonical writable primary-assignee field).
If already owned by someone else, append the identifier to the
`resources` co-assignee string best-effort.
- remove_resource: clear `owner` (with remove→replace:null fallback) if
the target is the current owner, otherwise strip from `resources`.
- list_resources: merge owner + resources string, deduped by member id,
so the UI reflects both single-owner and multi-resource assignments.
- update_ticket_status: verify CW applied the status by comparing the
response body's status.id — raises PSAError with a clear message when
CW silently rejects the change (e.g., status invalid for ticket's
board), instead of reporting spurious success.
- Frontend: surface the backend error detail in the toast so users see
the real reason instead of a generic "Failed to update" message.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Status update was returning only new_status (string) and the parent list's
onStatusUpdated only set status_name. The <select> was bound to status_id,
which never changed — so it visually reverted to the old status even though
the PATCH succeeded.
- Backend: include new_status_id in the status-update response.
- Panel: own currentStatusId/currentStatusName state so the select reflects
the change immediately and survives stale parent snapshots.
- Parent list: update status_id on both the row and selectedTicket so the
list row stays in sync when the panel stays open.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- Status filter: aggregate statuses across all boards (deduped by name)
when no board is selected. Backend accepts status_name and filters by
status/name so the same status matches across boards.
- Resource assignment: CW has no /service/tickets/{id}/members endpoint —
assignees live in the ticket's comma-separated `resources` string field.
Rewrote list/add/remove to read/PATCH that field via member identifier.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- Apply company_id filter in CW search_tickets conditions (was silently ignored)
- Sanitize query string to strip single quotes before CW condition interpolation
- Add psaError state to TicketsPage for permissions error surfacing
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add GET /boards/{board_id}/statuses endpoint — direct board-to-statuses lookup
without ticket roundabout; used by filter bar and new ticket form
- Fix TicketsPage and NewTicketModal to call getBoardStatuses(board_id) instead
of misusing getTicketStatuses(ticket_id) with a board_id value
- Fix list_members auth: was require_account_owner (owner/super_admin only) —
changed to require_engineer_or_admin so engineers can see member list for
ticket assignment
- list_members: return [] on PSAError instead of 502 (Lesson 111 pattern)
- get_ticket_statuses: return [] on PSAError instead of 502
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- list_resources: return [] on PSAError instead of 502 — stops global interceptor
toast when CW API key lacks ticket members permission (Lesson 111)
- list_boards/list_priorities: add warning logging so Railway logs reveal the
root cause when CW permissions are missing
- TicketsPage: derive board options from ticket search results when listBoards
returns empty (CW permissions fallback)
- TicketFilterBar: replace assignment <select> with searchable member picker —
fixed options (All/Mine/Unassigned) + text-filtered member dropdown
- TicketQueue: remove Load More / infinite scroll; page now exists at /tickets
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
