* 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>
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add session sharing types, API client, and utilities
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add SessionTimeline and ActionMenu reusable components
SessionTimeline extracts timeline/checklist rendering from SessionDetailPage
into a reusable component for both authenticated and public session views.
ActionMenu provides a dropdown action menu with keyboard/click-outside dismiss.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add ShareSessionModal and integrate into SessionDetailPage
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add Share Progress popover to TreeNavigationPage
Replace the single "Copy for Ticket" button with a "Share Progress"
popover that offers three actions: Copy Progress Summary (existing PSA
export flow), Copy Share Link (auto-creates account-only share if
needed), and Manage Share Links (opens ShareSessionModal).
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add public SharedSessionPage with tree preview
Add the public-facing shared session page at /share/:shareToken that
renders shared sessions without authentication. Includes error handling
for 401 (redirect to login), 403 (access denied), 404 (not found),
and 410 (expired). The page features a minimal header, session metadata,
SessionTimeline component, and a new SharedSessionTreePreview component
that renders the decision tree structure with the path taken highlighted.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add My Shares management page with nav link
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: address code review issues in session sharing
- Add useCallback for loadShares in ShareSessionModal (React hook deps)
- Use TreeStructure type instead of Record<string, unknown> for type safety
- Fix login redirect format to match LoginPage's expected state shape
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* test: add focused tests for session sharing utilities and API
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: resolve tree_structure type compatibility for shared session views
- Use TreeStructure & Record<string, unknown> intersection for JSONB flexibility
- Add explicit cast in SharedSessionTreePreview for recursive node rendering
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: add session sharing learnings to CLAUDE.md
Add gotchas #12 (TreeStructure vs Tree types) and #13 (login redirect
state format), note about npm run build strictness, and public route
pattern to Common Tasks.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: procedural editor UX improvements
Add URL intake field type, fix variable name editing collapsing fields
(index-based keys/updates), auto-generate variable names by field type,
add section header as first-class step type, and simplify step editor
with "More Options" collapsible for advanced fields.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: allow section_header step type in validation, improve tag input
- Add 'section_header' to VALID_STEP_TYPES in backend validation so
procedural flows with section headers can be published
- Replace procedural editor's inline tag input with TagInput component
(supports autocomplete, Tab, comma, semicolon, and paste splitting)
- Add semicolon delimiter support to TagInput component
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: add type-aware routing for procedural flows
Centralizes tree navigation routing via getTreeNavigatePath helper.
Fixes all pages to route procedural sessions to /flows/:id/navigate
instead of /trees/:id/navigate. Adds safety redirect in troubleshooting
navigator and resume support in procedural navigator.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: remove unused index prop from IntakeFieldEditor
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>
- 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>
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>
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>
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>
## Summary
Implements Phase 2.5 Step Library Foundation:
### Issues Completed
- #3 User Preferences - export format default setting
- #5 Step Categories - database table and seed data
- #6 Step Library - database schema and migrations
- #7 Step Library - CRUD API endpoints
- #8 Step Library - rating and review system
### Changes
**Backend:**
- Migration 007: step_categories table with 10 seeded global categories
- Migration 008: step_library, step_ratings, step_usage_log tables
- Full CRUD API for step categories (/api/v1/step-categories)
- Full CRUD API for step library (/api/v1/steps) with search, filters, ratings
- CORS support for Railway PR environments (ALLOW_RAILWAY_ORIGINS)
**Frontend:**
- User preferences store (Zustand + localStorage)
- Settings page at /settings with export format dropdown
- Default export format applied in SessionDetailPage
### Testing
- Tested in Railway PR environment
- Database seeded with 7 MSP troubleshooting trees
- All API endpoints verified working
Tree Editor Features:
- Zustand store with immer middleware and zundo for undo/redo
- Form-based node editing (Decision, Action, Solution types)
- Visual tree preview with solution connection indicators
- NodePicker with type-grouped dropdown (Decisions/Actions/Solutions)
- SharedLinksMap for detecting nodes with multiple sources
- Modal component with scrollable body, fixed header/footer
New Components:
- TreeEditorLayout, TreeMetadataForm, NodeList, NodeEditorModal
- NodeFormDecision, NodeFormAction, NodeFormResolution
- DynamicArrayField, NodePicker
- TreePreviewPanel, TreePreviewNode
Documentation:
- Updated README.md status to Phase 2
- Added Tree Editor details to CURRENT-STATE.md
- Added modal/Zustand lessons to LESSONS-LEARNED.md
- Updated file structure in CLAUDE-SETUP.md
- Added Tree Editor progress to PROGRESS.md
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
