Commit Graph

11 Commits

Author SHA1 Message Date
chihlasm
bfcb8c52d3 feat: reorganize admin panel around accounts 2026-04-02 03:46:11 +00:00
12a373a2a2 feat(gallery): add admin gallery curation endpoints and management page (Task 6)
Add super-admin-only backend endpoints for toggling is_gallery_featured and
gallery_sort_order on flows and scripts, plus a frontend GalleryManagementPage
with toggle switches, editable sort order fields, and name/featured filters.
13 integration tests; all pass.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-19 20:04:40 +00:00
chihlasm
0fb1ef33a0 feat: AI chat conclusion + survey completion & management (#95)
* fix: increase assistant chat input height from 1 to 3 rows

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

* feat: add Anthropic prompt caching to assistant chat

Cache the static system prompt and conversation history prefix across
turns, reducing input token costs by ~80% on multi-turn conversations.
RAG context is intentionally uncached since it changes per query.

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

* feat: add Microsoft Learn MCP integration + refine assistant system prompt

- Integrate Microsoft Learn MCP server via Anthropic's MCP connector
  for real-time documentation lookups (docs search, fetch, code samples)
- Refine system prompt: clear persona, structured answer guidelines,
  when to use RAG flows vs Microsoft Learn, guardrails against fabrication
- Add ENABLE_MCP_MICROSOFT_LEARN config toggle (default: True)
- Fix bugs from prior edit: wrong MCP URL, broken indentation, undefined
  usage/token variables, NOT_GIVEN for disabled MCP params
- Log MCP tool usage and cache performance

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

* feat: AI chat session conclusion + survey completion & management

AI Assistant - Conclude Session:
- 3-step modal: select outcome (resolved/escalated/paused), add notes, AI-generated summary
- AI generates structured ticket notes from conversation transcript (PSA-ready format)
- Copy to clipboard for pasting into ticketing systems
- "Resume in New Chat" for paused sessions (pre-loads context into new chat)
- Backend: POST /chats/{id}/conclude endpoint, conclusion_summary/outcome/concluded_at fields
- Migration 048: add conclusion fields to assistant_chats

Survey Completion Flow:
- Email-to-self option after submission (branded HTML email with formatted responses)
- Finish button navigates to /survey/thank-you page
- Thank you page with close-window message and feedback email callout
- Already-submitted state updated with same messaging
- Backend: POST /survey/email-copy public endpoint

Survey Admin Management:
- Read/unread indicators (cyan dot, bold name, auto-mark on expand)
- Unread count stat card
- Per-row context menu: mark read/unread, archive/unarchive, delete
- Bulk actions bar: select all, mark read/unread, archive, delete
- Show Archived toggle to filter archived responses
- Backend: 7 new admin endpoints (read, unread, archive, unarchive, delete, bulk)
- Migration 049: add is_read, archived_at to survey_responses

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

* fix: initialize VerifyEmailPage state from token to avoid setState in effect

Moves the no-token error case from useEffect into initial state to satisfy
the react-hooks/set-state-in-effect ESLint rule.

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

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-05 22:43:02 -05:00
chihlasm
199cf315c6 feat: admin survey responses page with expandable detail and CSV export
- Backend: GET /admin/survey-responses (list with stats, invite join)
- Backend: GET /admin/survey-responses/export (CSV download)
- Frontend: SurveyResponsesPage with expandable row detail
- Two-column Q&A grid with typed answer rendering (chips, ranked lists, quote blocks)
- Stats cards (total responses, this week)
- CSV export button with blob download
- Sidebar nav + route wiring
- Also: updated Q14 from product domain ranking to diagnostic prioritization

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-05 07:55:49 -05:00
chihlasm
f6b827ebca feat: add admin survey invites page with create and list
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-05 01:59:23 -05:00
chihlasm
9dc667eb3c feat: super admin promote/demote endpoint + admin panel UI
Fix require_engineer_or_admin missing "admin" account_role, add
PUT /admin/users/{id}/super-admin endpoint with audit logging,
and promote/demote button with confirmation modal on UserDetailPage.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-24 23:05:42 -05:00
chihlasm
ad59446332 feat: user management — admin create, password reset, archive/delete, quick invite
Phase 1: must_change_password enforcement + change password endpoint/page
Phase 2: Admin user creation (M365-style) with temp password
Phase 3: Password reset (self-service forgot + admin-triggered)
Phase 4: User archive (soft delete) + hard delete with precheck
Phase 5: Quick invite from admin Users page

Also fixes:
- Auto-create subscription for accounts missing one
- Hard delete precheck ignores sole-member personal accounts
- Seed script patches tree nodes for validation compliance

Migrations: 031 (must_change_password), 032 (password_reset_tokens), 033 (user soft delete)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-13 01:42:51 -05:00
chihlasm
3c47292eaf feat: add resend capability for platform and account invite codes
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>
2026-02-11 23:45:23 -05:00
Michael Chihlas
50cb0fc7f0 feat: admin invite codes with plan assignment + user detail page
- 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>
2026-02-11 21:42:58 -05:00
chihlasm
f4eb3fe186 fix: resolve admin panel API path issues and ActionMenu overflow
- 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>
2026-02-08 06:53:21 -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