Commit Graph

12 Commits

Author SHA1 Message Date
4b0d2e6b1c feat(l1): category service (defaults + hard floor) and AI action keys
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-29 15:54:06 -04:00
9a5cbc35ae feat(l1): add accounts.enabled_l1_categories with default allowlist
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-29 14:49:14 -04:00
c977196206 feat(l1): add L1 columns + extend account_role CHECK constraint
Adds users.can_cover_l1, accounts.l1_seats_purchased, subscriptions.l1_seat_limit,
audit_logs.acting_as. Rotates the users.account_role CHECK constraint to include
'l1_tech' (was: 'owner', 'admin', 'engineer', 'viewer').

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-28 12:19:38 -04:00
92fa3bc6ab feat(auth): add session policy settings + account columns + migration
First commit in the session-expiration-policy series (see
docs/plans/2026-05-13-session-expiration-policy.md). No behavior change
yet — this lays the schema + settings groundwork only.

- Settings: SESSION_IDLE_MINUTES_DEFAULT=4320 (3d),
  SESSION_ABSOLUTE_MINUTES_DEFAULT=20160 (14d), plus MIN/MAX bounds
  so account overrides have envelopes (15min..30d idle, 1h..90d
  absolute).
- accounts table: nullable session_idle_minutes and
  session_absolute_minutes columns (NULL = use system default), plus
  a CHECK constraint that rejects idle > absolute when both are set.
  Partial-override validation lives at the app layer because the DB
  cannot read Settings.

Subsequent commits will: distinguish idle vs invalid-token expiry on
the wire, embed auth_time/idle_max/abs_max in refresh JWTs, enforce
the absolute cap in /auth/refresh, add the owner-only policy +
bulk-revoke endpoints, and surface everything in an AccountSecurity
settings page with a session-expiry toast.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-13 15:52:21 -04:00
50e7763380 feat(onboarding): add accounts.team_size_bucket and primary_psa for wizard
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-06 19:14:30 -04:00
2f56327f81 feat(enterprise): add custom branding system — logo, accent color, company name
- Add branding_logo_url, branding_primary_color, branding_company_name columns to Account model
- Add Alembic migration (58e3f27f3e8f) for branding and SSO columns
- Add GET/PATCH /accounts/me/branding endpoints (owner-only for PATCH)
- Add BrandingSettingsPage with logo URL input, color picker, preview section
- Add /account/branding route (ProtectedRoute owner) in router.tsx
- Add Branding link card in AccountSettingsPage

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-19 20:35:35 +00:00
chihlasm
46865882c6 feat: ConnectWise PSA integration (#106)
PSA abstraction layer with provider pattern, ConnectWise integration (connection management, ticket linking, note posting, status updates, member mapping), Integrations page UI, Fernet credential encryption, in-memory TTL cache, 6 DB migrations, ConnectWise API reference docs.
2026-03-15 01:45:35 -04:00
chihlasm
4d2c4930fd feat: Slate & Ice Modern aesthetic redesign (#94)
* chore: update Google Fonts to Bricolage Grotesque, IBM Plex Sans, JetBrains Mono

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

* chore: update Tailwind config to Slate & Ice theme colors and fonts

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

* feat: update CSS variables and glass-card utilities for Slate & Ice theme

- Replace all color variables with Slate & Ice palette
- Add glass system vars (--glass-bg, --glass-blur, --shadow-float)
- Replace legacy glass-card with new variable-driven glass classes
- Add breatheGlow, bellWobble, slideDown, fadeInRight keyframes
- Update font references to IBM Plex Sans and Bricolage Grotesque

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

* feat: recolor BrandLogo to cyan gradient, split BrandWordmark for gradient Flow text

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

* feat: update TopBar with glassmorphism backdrop and cyan accent styling

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

* feat: update Sidebar with glassmorphism backdrop

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

* feat: add ambient atmosphere gradient orbs behind app shell

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

* feat: update QuickStats and SessionsPanel with glass-card styling

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

* feat: add WeeklyCalendar, QuickActions, OpenSessions, RecentActivity dashboard components

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

* feat: redesign dashboard layout with calendar, open sessions, and glass-card panels

New layout: greeting → calendar+actions → sessions+stats → activity
Replaces old QuickStats and SessionsPanel with new dashboard components

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

* fix: replace remaining purple hex references with ice-cyan accent

Sweep of hardcoded purple hex values (#818cf8, #6366f1) replaced with
new cyan accent (#06b6d4) in QuickActions, RecentActivity, QuickLaunch,
and SVG brand assets.

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

* docs: update CLAUDE.md branding and design system for Slate & Ice Modern

Updated Last Updated date, branding section (fonts, colors, glass
utilities, atmosphere orbs), component styling rules, and Design System
section to reflect the new ice-cyan glassmorphism theme.

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

* docs: add Slate & Ice Modern design doc and implementation plan

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

* feat: redesign login page with Slate & Ice Modern design system

Apply glassmorphism styling, atmosphere orbs, branded wordmark, and
consistent design tokens to match the updated app shell aesthetic.

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

* fix: raise TopBar z-index so profile dropdown renders above main content

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

* feat: add AI assistant with in-session copilot and standalone chat with RAG

Implements three-phase AI assistant feature:
- Phase 0: RAG infrastructure with pgvector embeddings, Voyage AI integration,
  tree chunking service, and semantic search over team's flow library
- Phase 1: In-session copilot panel during flow navigation with contextual
  AI help, current step awareness, and suggested related flows
- Phase 2: Standalone AI chat page with persistent conversation history,
  pin/delete, and configurable retention policies (account-level)

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

* feat: add account management, email verification, AI fixes, and user guides

- Profile settings, account transfer, delete/leave account flows
- Email verification with JWT tokens and Resend integration
- AI assistant/copilot fixes: markdown rendering, shared RAG helpers,
  token tracking, input refocus, model_validate usage
- User guides hub + detail pages with 13 topic guides
- Sidebar and top bar navigation for guides

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

* fix: prevent stale chunk errors after deployments

- Set Cache-Control no-cache on index.html in nginx so browsers always
  fetch fresh chunk references after a deploy
- Auto-reload on chunk load failures (stale deploy detection) with
  loop prevention via sessionStorage
- Show friendly "App Updated" message if auto-reload doesn't resolve it

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

* feat: add email verification toggle to admin settings

Adds platform-level toggle to enable/disable email verification.
When disabled, the verification banner is hidden and the send
endpoint returns 403.

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

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-04 20:44:25 -05:00
Michael Chihlas
b570f8415f feat: implement full admin panel with dashboard, user management, and platform settings
Adds complete super_admin panel with 9 pages and account owner categories page.
Backend includes 5 new DB tables, ~25 API endpoints, settings manager with
in-memory cache, and 29 integration tests. Frontend includes reusable admin
components (DataTable, Pagination, ActionMenu, etc.) with code-split lazy loading.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-08 06:05:59 -05:00
Michael Chihlas
ffb14cd014 feat: add tree forking, custom step tracking, and session sharing
Implement three foundational schema features from the design doc:

- Tree forking with lineage tracking (migration 022): parent_tree_id,
  root_tree_id, fork_depth columns with self-referential FKs and
  composite analytics index
- Custom step enhancement: CustomStepSchema with source tracking
  (ad-hoc, step-library, forked-tree) for backward-compatible JSONB
- Session sharing (migration 023): session_shares and session_share_views
  tables with account-scoped visibility, cryptographic tokens, view
  tracking, and allow_public_shares account policy

Includes 21 new integration tests (9 forking, 12 sharing), SaaS
consultant-recommended denormalizations, rate limiting on public share
access, and test fixture fix for invite code requirement.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-07 19:10:47 -05:00
chihlasm
974e86a502 fix: resolve circular FK between users and accounts on registration
Account.owner_id and User.account_id are both NOT NULL, creating a
circular dependency that prevents inserting either row first. Fix by:
1. Making owner_id nullable (set immediately after user creation)
2. Creating Account before User, then setting owner_id after flush
3. Removing NOT NULL enforcement on owner_id in migration 020

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-07 02:55:53 -05:00
chihlasm
4ccb93ee31 feat: add account-based subscription model with migrations
Transition from team-based to account-based multi-tenancy (Free/Pro/Team).
Migrations 016-020 create accounts, subscriptions, plan_limits, and
account_invites tables, then migrate existing users and content FKs.

New models: Account, Subscription, PlanLimits, AccountInvite.
Updated models add account_id alongside existing team_id (coexistence
for safe two-PR deployment). Permissions and deps refactored for
account_role instead of is_team_admin.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-07 02:38:47 -05:00