- 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>
- 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>
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>
Revoke-and-recreate flow for both invite systems with email delivery
via Resend API. Includes account invite email template and audit logging.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Migration 030: add email, assigned_plan, trial_duration_days, email_sent_at
to invite_codes with CHECK constraints
- Resend email integration (graceful degradation when API key not set)
- Invite codes now support plan assignment (free/pro/team) and trial duration (1-90 days)
- Registration applies invite code plan/trial to new subscription
- Auto-downgrade expired trials on authenticated access
- Enriched GET /admin/users/{id} with account, subscription, sessions, audit logs
- New endpoints: PUT /admin/users/{id}/subscription/plan and extend-trial
- Frontend: enhanced invite codes page with email, plan, trial fields
- Frontend: new user detail page at /admin/users/:userId
- Fixed API path drift: /invite-codes -> /invites
- 11 new backend tests, 416 total passing
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* 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>
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>
- 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>
The page was making 1 API call per tree to fetch session stats, but the
backend sessions endpoint doesn't support tree_id filtering — so every
call returned identical data. Now fetches trees and sessions in parallel
(2 calls total), builds a lastUsed map client-side, and uses the existing
usage_count field from the tree list response for session counts.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
react-refresh/only-export-components disallows mixing component and
non-component exports. Moved the editor ref to monacoEditorRef.ts.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Implements the full dual-mode tree editor (Plan Phases 1-5):
Backend:
- JSONB↔Markdown bidirectional serializer/parser with mistune
- Markdown validator with line/column error reporting
- 3 API endpoints: export-markdown, import-markdown, validate-markdown
- Variable extraction/resolution service ([USER_INPUT], [VAR], [SAVE_AS])
- Session variables JSONB column (migration 028)
- 39 tree markdown tests + variable service tests (403 total passing)
Frontend:
- Monaco-based Code Mode with custom Monarch tokenizer and dark theme
- Autocomplete for @node_id refs, type values, variable names
- Debounced validation (800ms) with inline Monaco error markers
- Syntax help panel (absolute overlay, toggleable)
- Starter template for new trees with valid cross-references
- Bidirectional metadata sync (name/description/category/tags frontmatter)
- Synchronous tree→markdown serializer (fixes async race condition)
- Pre-save validation blocks save on broken refs or missing tree name
- Mode-aware undo/redo: Monaco native in Code Mode, throttled zundo in Flow Mode
- Variable prompt modal and frontend resolver for session navigation
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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>
Enable moving nodes between different parents in the tree editor.
Drop targets show blue indicator for valid drops and red pulsing
glow for invalid drops (e.g., dropping onto solution nodes or
onto descendants of the dragged node).
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Grip-only drag initiation (prevents conflict with click-to-select)
- onDragEnd on each draggable item (clears ghost state after failed drops)
- Trailing drop zone after last child (enables drop-to-last-position)
- Suppress cross-parent drag indicators (no misleading visual feedback)
- onDragLeave handler to clear drop indicators when cursor exits
- Source parent tracking threaded through component tree
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
PSA Export:
- New "PSA / Ticket Note" export format optimized for ConnectWise
- Structured output: Problem, Steps Taken, Resolution, Time Spent, Notes
- Prominent "Copy for Ticket" button on session detail page
- 24 unit tests for PSA export generator
Quick-Start Landing:
- New default landing page with search-first UX
- Auto-focused search bar with debounced tree search
- "Continue Session" cards for active sessions
- "Recent Trees" section from session history
- Home nav item and logo links updated
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add Vitest + testing-library/react + jsdom for frontend testing.
Tests cover: cn() utility (6), usePermissions hook (27), useTreeValidation
hook (22), and userPreferencesStore (6). CI updated to run frontend tests.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Fix duplicate /api/v1 paths in admin API calls
- Fix ActionMenu dropdown being clipped by using React Portal
- Fix TeamCategoriesPage API endpoints
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
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>
Implement comprehensive search and filtering for Session History to dramatically
improve findability of past troubleshooting sessions.
Backend Enhancements:
- Update GET /api/v1/sessions with 8 filter parameters:
* ticket_number - Partial match search (ILIKE)
* client_name - Partial match search (ILIKE)
* tree_name - JSONB path query on tree_snapshot
* started_after/started_before - DateTime range filtering
* completed_after/completed_before - DateTime range filtering
- Enhanced tree_snapshot to include name, description, category, version
- Migration 11c8abf7ef5b: Added 3 database indexes for performance:
* ix_sessions_ticket_number (B-tree)
* ix_sessions_client_name (B-tree)
* ix_sessions_tree_snapshot_gin (GIN for JSONB queries)
- 7 new integration tests for all filter combinations
Frontend Implementation:
- New SessionFilters component with comprehensive UI:
* Ticket number search input
* Client name search input
* Tree name dropdown (sorted alphabetically)
* Date range picker with react-day-picker integration
* Quick presets: Today, This Week, Last 7 Days, This Month
* Toggle between "Started" and "Completed" date types
* Active filter chips with remove buttons
* "Clear All" button
- Complete SessionHistoryPage rewrite:
* URL state management via useSearchParams (shareable filter links)
* Enhanced session cards showing tree name, client badge, notes indicator
* Smart empty states ("Clear filters" vs "Start new session")
* Debounced search (300ms)
- Custom date picker styling matching ResolutionFlow theme
- Dependencies: react-day-picker@9.13.1, date-fns@4.1.0
Features:
- Multiple filters work together (AND logic)
- Filter state persists in URL for shareable links
- Sub-300ms query performance with database indexes
- Fully responsive design (mobile/tablet/desktop)
- Theme-aware (dark/light mode)
- Toast notifications for errors
Performance:
- Database indexes ensure <300ms queries even with large datasets
- Frontend debouncing reduces API calls
- JSONB GIN index for O(log n) tree name lookups
Bundle Impact:
- JS: +87.83 KB (+12.2%, due to react-day-picker library)
- CSS: +10.53 KB (+25.8%, date picker styles)
- Gzipped: +24.52 KB JS, +1.82 KB CSS
All acceptance criteria met:
✓ Search by ticket number (partial match)
✓ Search by client name (partial match)
✓ Filter by date range (started or completed)
✓ Filter by tree name
✓ Multiple filters work together (AND logic)
✓ Active filters shown as removable chips
✓ "Clear all filters" resets to default view
✓ Search is fast (<300ms)
✓ Filter state in URL (shareable links)
✓ Tree name displayed in session cards
Tests: 34/34 session tests passing (7 new filter tests)
Closes#35
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Implements Issue #34 - Tree Library Full View System
Backend Changes:
- Add sort_by parameter to GET /api/v1/trees endpoint
- Support 6 sorting options: usage_count, updated_at, created_at, name, name_desc, version
- Maintain backward compatibility (defaults to usage_count)
- Add comprehensive test for sorting functionality
- All 104 backend tests passing
Frontend Changes:
- Create ViewToggle component for switching between Grid/List/Table views
- Create SortDropdown component for 6 sort options
- Create TreeGridView component (extracted from TreeLibraryPage)
- Create TreeListView component (compact row-based layout)
- Create TreeTableView component (sortable table with columns)
- Update userPreferencesStore with view and sort preferences
- Update TreeFilters type to include sort_by parameter
- Update TreeLibraryPage to integrate new components
- View and sort preferences persist to localStorage
Features:
- Grid view: Best for discovery (default)
- List view: Best for quick scanning
- Table view: Best for sorting and comparison
- Responsive design: Mobile/tablet/desktop optimized
- Table view hides columns responsively
- Sortable table headers with visual indicators
- Smooth transitions and hover effects
- No layout shift when switching views
Testing:
- Backend: 104/104 tests pass
- Frontend: Build successful, no TypeScript errors
- All existing functionality preserved
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Replace all team_id/team_admin references with account_id/owner across
types, store, hooks, API clients, components, and pages. Add new
AccountSettingsPage, UpgradePrompt, CheckoutButton, useSubscription
hook, and accounts API client. AuthStore now parallel-fetches account
and subscription data alongside user profile.
Also fix folder sidebar not refreshing after tree deletion by
dispatching the folder-changed event in handleDeleteTree.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Fixed @typescript-eslint/no-explicit-any (4 occurrences):
- FolderEditModal.tsx: proper error type checking instead of any
- StepForm.tsx: explicit union type for visibility select
- StepLibraryBrowser.tsx: explicit union types for stepType and sortBy selects
Fixed react-hooks/set-state-in-effect (1 occurrence):
- NodeEditorModal.tsx: replaced useEffect with direct state comparison
Fixed @typescript-eslint/no-unused-vars (3 occurrences):
- NodeEditorModal.tsx: removed unused useEffect import
- NodeEditorModal.tsx: added eslint-disable for intentionally destructured children
- usePermissions.ts: removed unused _tree parameter from canDeleteTree
- TreeLibraryPage.tsx: updated canDeleteTree call site
Fixed @typescript-eslint/no-empty-object-type (1 occurrence):
- types/step.ts: changed empty interface to type alias
Verification:
- npm run lint: 0 errors (9 warnings are intentional exhaustive-deps)
- npm run build: succeeds
- TypeScript compilation: passes
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- 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>
Viewers who cannot create steps will only see the "Browse Library"
tab in the CustomStepModal, hiding the "Type My Own" creation form.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Adds a reusable ConfirmDialog component and integrates tree deletion
into the TreeLibraryPage with permission-gated delete buttons and
a destructive confirmation dialog.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
TreeEditorPage now verifies canEditTree() after fetching tree data but
before loading it into the editor store. Previously only checked
canCreateTrees which doesn't prevent non-owners from editing.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
ProtectedRoute now accepts an optional requiredRole prop for role-based
route guards. When specified, users below the required role level are
redirected to /trees. 403 responses already pass through to components
for inline error display.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add role-based access control with hierarchy: super_admin > team_admin >
engineer > viewer. Adds is_super_admin boolean to User model (migration 010),
centralized backend permissions module, frontend usePermissions hook, and
UI enforcement (conditional Create/Edit buttons, editor redirect for viewers,
role badge in header). All endpoint admin checks updated from role=="admin"
to is_super_admin.
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
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>
Fix broken JWT token refresh that caused "Failed to load trees" after
idle timeout. The refresh endpoint expected token as query param but
frontend sent it as Authorization header. Added proper dependency
(get_refresh_token_payload) and refresh queue to handle concurrent 401s.
Also fix seed trees not being visible to non-admin users by updating
the seed script to set is_public/is_default on existing trees.
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
The tree count and hamburger menu were overlapping at the right edge of
folder items. Now the count hides on hover and the menu button appears
in its place.
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Add brand assets (favicon, icons, logos) to public/icons and src/assets/brand
- Update index.html with new favicon, title, meta, Google Fonts (Plus Jakarta Sans, Inter, Outfit)
- Add brand colors, font families, and gradient utilities to Tailwind config
- Replace CSS variables with purple-tinted theme for both light and dark modes
- Create reusable BrandLogo and BrandWordmark components
- Update AppLayout header with logo and wordmark
- Update LoginPage and RegisterPage with branded logo, wordmark, and gradient buttons
- Replace all remaining "Patherly" references in SettingsPage
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- 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>
- 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>
