* 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>
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Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
* 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>
Adds a new "procedural" tree type for linear step-by-step project workflows
(domain controller setup, M365 onboarding, VPN config, etc). Includes intake
form builder, two-panel step navigation, variable resolution, procedural
exports, 3 seed templates, and UI rename from "Trees" to "Flows".
Also archives 19 implemented plan docs and creates deferred features backlog.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Addresses review feedback:
- Fix test file references (test_psa_export.py, not test_export.py)
- Use _make_session helper instead of nonexistent fixtures
- Format-aware truncation markers (markdown/html/text/psa)
- No placeholder leak: empty fields stay blank, not [Edit in preview]
- Markdown table escaping for pipe/newline chars
- Summary toggle error handling with checkbox revert
- Phase A prerequisite called out explicitly
- Document edit-reset behavior on summary toggle
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Add next_steps TEXT column to sessions table via migration 034
- Add include_outcome_notes, include_next_steps, max_step_index to SessionExport
- Add next_steps to SessionUpdate, SessionResponse, SessionComplete
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>
Add monaco-editor to frontend deps, gitignore temp files (test_results.txt,
stats.html, .agents/), and add VS Code workspace config.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Move completed design/implementation docs from docs/plans/ to docs/archive/
to keep the plans folder focused on active and future work.
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>
Document the 31 migration files, naming conventions, revision chain,
circular FK workaround, NULL casting gotcha, and migration history table.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Comprehensive schema design for three critical foundational features:
1. Tree Forking Model (Issue #11)
- Add parent_tree_id, fork_reason, parent_updated_at to trees
- Self-referential relationship with orphaning on parent delete
- Update detection mechanism for "parent tree updated" notifications
2. Session Custom Steps Enhancement (Issues #4-#7 partial)
- Backward-compatible JSONB enhancement (no migration)
- Track step source (ad-hoc, library, forked-tree)
- Link to StepLibrary for usage analytics
- Support "save session as tree" reconstruction
3. Session Share Tokens (Issue #15)
- New session_shares table with token-based access
- New session_share_views table for detailed analytics
- Account-level policy: allow_public_shares
- Public vs account-only visibility with permission checks
All schema changes designed for backward compatibility and minimal
migration complexity. Establishes durable domain model that future
features depend on.
Migration plan: 022 (tree forking), 023 (session sharing)
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Design document for Tier 1 UX enhancement implementing toast
notifications using sonner library.
- Comprehensive context on current state problems
- Phase-by-phase implementation plan
- Design patterns and best practices
- Complete verification checklist
- Risk assessment and mitigation strategies
Related: #33, #34, #35
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Comprehensive implementation plan for transitioning from team-based
to SaaS subscription model with Free/Pro/Team tiers:
- Phase 1 (Days 1-3): Database migration in 6 separate migrations
- Migration 016: Create accounts, subscriptions, plan_limits, account_invites tables
- Migration 017: Add account_id and account_role to users
- Migration 018 (critical): Migrate users/teams to accounts
- Migration 019: Migrate team_id FKs to account_id on content tables
- Migration 020: Add constraints and finalize migration
- Migration 021: Drop old team columns and teams table
- Phase 2 (Days 4-7): Backend updates
- New models: Account, Subscription, PlanLimits, AccountInvites
- Refactor permissions system (account_role replaces role/is_team_admin)
- Add subscription helpers for feature gating
- Update all 25+ endpoints to use account_id
- Update test fixtures and fix 61+ tests
- Phase 3 (Days 8-10): Frontend updates
- Update types (account_id, account_role)
- New hooks: useSubscription, updated usePermissions
- Account settings page with subscription info
- Usage indicators and upgrade prompts
- Stripe Checkout button (disabled until ready)
- Phase 4 (Days 11-12): Stripe preparation
- Install Stripe SDK
- Webhook skeleton with event handlers
- Code ready to enable when Stripe account created
Key features:
- Build Stripe-ready but ship free-tier-only initially
- Feature branch workflow (feat/subscription-tiers)
- Comprehensive rollback plans for each phase
- All limits configurable via plan_limits table
- 10-12 day timeline with safety checks
- Test on production copy before migration
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Re-audited after RBAC commit (34daa26). Key findings:
- permissions.py is dead code (no endpoint imports it)
- require_engineer_or_admin blocks team admins with viewer role
- 49 endpoints bypass get_current_active_user
- 3 critical issues still open (role field, XSS, secret key)
- Updated implementation plan with new Phase B items
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Full-stack RBAC audit covering frontend UX, backend architecture,
and adversarial analysis. Implementation plan phased by severity
(Critical → High → Medium → Low).
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>
- Add Session Scratchpad design doc (Idea 6 from brainstorm)
- Update CLAUDE.md production URLs to resolutionflow.com
- Update CORS lesson domain refs for rebrand
- Add .claude/settings.local.json to gitignore docs
- Add docs/plans/ to project structure
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Captures brainstorming session covering session scratchpad, time tracking,
command output capture, share progress/escalation, push steps, path analytics,
multi-tree sessions, recurring issue detection, tree health scores, and
AI tree intelligence. Includes suggested build order and dependency map.
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>
- Updated IMPLEMENTATION-PLAN-STEP-LIBRARY-FRONTEND.md with design decisions:
- Custom steps persistence: separate `custom_steps` field in sessions
- Custom step navigation: full step type support (decision/action/solution)
- Validation warnings: inline dismissible, no confirmation modal
- Added backend migration task (B.10) for custom_steps field
- Updated file count: 10 new, 8 modified, 1 migration
- Clarified acceptance criteria for validation behavior
- Created docs/plans/2026-02-03-draft-trees-feature.md:
- Comprehensive design for draft trees and custom steps
- Database schema, API changes, frontend UX patterns
- Implementation phases and success metrics
- Related to Issue #25 (planned for Phase 3)
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Cherry-picked useful documentation from branches being cleaned up:
- IMPLEMENTATION-PLAN-STEP-LIBRARY-FRONTEND.md: Planning doc for Step Library frontend
- PROJECT-REVIEW-2026-02-02.md: Project status review from February 2026
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
