bea34229d64d67d2a1cd4096ebcbdd058d71cc03
6 Commits
| Author | SHA1 | Message | Date | |
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chihlasm
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42937b24a4 |
feat: Phase 1 Group 9 — enforce NOT NULL on all account_id columns
All previously-nullable account_id columns are now NOT NULL. tree_embeddings and feedback backfilled before constraint applied. Global content assigned to platform sentinel account (00000000-...-0001) in preceding migration. Tables updated: users, trees, tree_categories, tree_tags, step_categories, step_library, tree_embeddings, feedback Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> |
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chihlasm
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de5ecf4fb2 |
feat: Phase 1 Group 3 — add account_id to step_ratings and step_usage_log
Backfill from rater/user's account_id (not the step's account_id). This is an explicit design decision — step rating data is attributed to the account that performed the rating. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> |
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chihlasm
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e6a0c0549b |
feat: Step Library sync + service account for default tree ownership
* feat: maintenance flow UX redesign — batch status hub, context strip, detail page upgrades (#85) - Add BatchStatusPage (/flows/:id/batches/:batchId): per-target Start/Resume/View cards, progress bar, 5s polling while in-progress, completion outcome summary - Add BatchStatusCard: handles not-started/in-progress/complete states with step progress for in-progress targets - Add ActiveBatchBanner: amber banner on detail page when a batch is running, links to BatchStatusPage - Add MaintenanceContextStrip: amber strip in ProceduralNavigationPage for maintenance flows showing target name, batch progress (X/Y complete), and Back to Batch nav - Update MaintenanceFlowDetailPage: active batch banner, clickable run history rows with mini progress dots and outcome summaries, Run button loading state, post-launch navigates to BatchStatusPage - Update ProceduralNavigationPage: renders MaintenanceContextStrip between top bar and content when tree_type === 'maintenance'; fetches batch progress once on mount - Add batch_id filter to GET /sessions backend endpoint and SessionListParams frontend type - Add /flows/:id/batches/:batchId route to router Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: session detail page — completion action + outcome summary card - In-progress sessions: amber banner with "Complete Session" button opens SessionOutcomeModal to set outcome/notes/next-steps and finalize - Completed sessions: colored outcome summary card (icon + outcome label + duration + notes + next steps) replaces dense header metadata; "Copy for Ticket" promoted to primary action inside the card - Export toolbar de-emphasized to secondary row of smaller controls below the summary card Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add library-page action props to StepCard (edit/delete/save) Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: pass library-page action props through StepLibraryBrowser + refreshKey Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: StepFormModal wrapper + submitLabel/isSubmitting props on StepForm Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: Step Library page — create, edit, delete, save-to-library Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add RuntimeStep union type for procedural custom steps Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: StepChecklist accepts RuntimeStep[], renders amber Custom badge Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: StepDetail accepts RuntimeStep, renders Custom Step badge for custom steps Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: custom step insertion in procedural flow sessions Engineers can add custom steps inline during execution. Steps are persisted to session.custom_steps and restored on resume. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: suppress StepFeedback on custom steps, fix resume stepState seeding, functional updater for step index Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * docs: add tree forking UI design doc Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * docs: add tree fork UI implementation plan Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add ForkInfo type and fork fields to Tree/TreeListItem Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: align ForkInfo type with backend schema, remove redundant fork fields Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: ForkInfo placement, required fork_info field, add JSDoc Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add ForkModal component with name and reason fields Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: ForkModal accessibility and UX (escape, click-outside, labels, maxLength) Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: open ForkModal on fork action in TreeLibraryPage Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add ForkModal to MyTreesPage Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: show Fork chip badge on forked tree cards Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * docs: add flow-to-library step sync design doc Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * docs: add flow-to-library sync implementation plan Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add sync tracking columns to step_library Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add sync columns and source_tree relationship to StepLibrary model Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add group_label to StepContent, is_flow_synced/source_tree_name to StepLibraryResponse Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: include is_flow_synced and source_tree_name in step list/detail responses Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: add is_flow_synced and source_tree_name to step list response Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: add selectinload and sync fields to search and get_step endpoints Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add step_sync module with extraction and upsert logic Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: safe NOT IN placeholders for asyncpg, add deactivate docstring Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: trigger step library sync on tree publish and deactivate on delete - Call sync_steps_from_tree in update_tree whenever the tree is published (status transitions to 'published' or is already published and structure changes) - Call deactivate_synced_steps_for_tree in delete_tree before db.commit() so the FK SET NULL does not nullify source_tree_id before the WHERE clause runs - Fix ::jsonb cast syntax in step_sync.py (asyncpg rejects :: operator in text() queries; replaced with CAST(:content AS jsonb)) - Add UniqueConstraint('source_tree_id','source_node_id') to StepLibrary model so Base.metadata.create_all (used by tests) creates the constraint that the ON CONFLICT clause in sync_steps_from_tree depends on Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add is_flow_synced and source_tree_name to Step types Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: show From Flow badge and lock icon on flow-synced StepCard Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: show source flow name in StepDetailModal for synced steps Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add Library Visibility select to procedural StepEditor Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: address code review issues in flow-to-library sync - Fix sync trigger: only fire on publish transition, not every PUT - Add TestSyncOnPublish integration tests (2 tests, 16 total passing) - Add group_label to frontend StepContent interface - Guard Library Visibility select to procedure_step nodes only - Block API edits to flow-synced steps (400 read-only guard) Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: handle None author_id in step sync to avoid invalid UUID error When a system/default tree has no author (author_id is None), str(None) produces the literal string 'None' which asyncpg rejects as an invalid UUID for the created_by column. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: add ResolutionFlow service account to own default tree steps in library Default/system trees had no author_id (NULL), causing a NOT NULL violation when syncing steps to step_library.created_by on publish. - Add is_service_account flag to users table (migration 4f4137ce) - Add service_account.py: idempotent ensure_service_account() creates noreply@resolutionflow.com with unusable password on startup - Cache service account ID on app.state at lifespan startup - Add get_service_account_id() FastAPI dep (returns None in tests) - sync_steps_from_tree: resolve author_id or service_account_id as created_by - create_tree: set author_id=service_account_id for is_default trees - Migration 1490781700bc: backfill author_id on 31 existing default trees Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> --------- Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com> |
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chihlasm
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bd12ced5ee |
feat: analytics dashboards & two-tier feedback system (#78)
* 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> |
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chihlasm
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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> |
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chihlasm
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7803dc4522 |
Add step library foundation and user preferences (#24)
## 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 |