Query supporting data in the export endpoint and pass to markdown, text,
HTML, and PSA export generators. Each format renders text snippets and
screenshot placeholders in its native style.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: flexible intake — deferred variables + prepared sessions
Remove blocking intake form modal. Variables are now filled inline during
flow execution or pre-filled via prepared sessions. Adds PATCH /sessions/{id}/variables
endpoint, POST /sessions/prepare for session pre-staging, inline variable prompts
in StepDetail, editable Session Variables panel, and "Prepared for You" dashboard section.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: pass treeData directly to startSession to avoid stale state
setTree(treeData) hasn't committed when startSession runs immediately
after, so tree is still null and getStepsFromTree returns []. This
caused the step detail area to render empty on new session start.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: wire PrepareSessionModal entry point in Flow Library
Add "Prepare session" button (clipboard icon) to grid, list, and table
views for procedural/maintenance flows. Clicking fetches tree intake
fields and account members, then opens PrepareSessionModal.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
* fix: prevent race conditions in token operations and auth flows
Backend:
- Refresh token rotation: use atomic UPDATE...WHERE revoked_at IS NULL
to prevent concurrent refresh requests from both succeeding
- Account invite codes: SELECT FOR UPDATE to prevent double-spend
- Platform invite codes: SELECT FOR UPDATE to prevent double-spend
- Password reset tokens: SELECT FOR UPDATE to prevent double-use
- Email verification tokens: SELECT FOR UPDATE to prevent double-use
Frontend:
- Token refresh subscriber arrays: swap before iterating so a throwing
callback doesn't leave the queue in a dirty state
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: atomic counters, plan limit re-check, and double-submit guard
Backend:
- Tree usage_count: use SQL-level UPDATE (Tree.usage_count + 1) instead
of Python-level increment to prevent lost updates under concurrency
- Tag usage_count: same SQL-level atomic increment/decrement in both
create_tree and update_tree (delete_tree already used this pattern)
- Plan tree limit: re-check count after db.flush() to close the TOCTOU
window where two concurrent creates could both pass the pre-check
Frontend:
- TreeEditorPage: add isSaving early-return guard inside handleSaveDraft
and handlePublish callbacks so Ctrl+S can't bypass the button disabled
prop and fire duplicate save requests
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: prevent stale API responses from overwriting newer data
- SessionHistoryPage: move loadSessions into effect with cancelled flag
so rapid filter/tab changes discard outdated responses
- TreeLibraryPage: add request ID ref to loadTrees so stale responses
from previous filter selections are discarded
- QuickStartPage: add request ID ref to debounced search so out-of-order
responses don't overwrite newer search results
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: add flexible intake design — deferred variables + prepared sessions
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
* 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>
- Add require_engineer_or_admin to POST/PUT/DELETE in target_lists.py (blocks viewers from write ops)
- Add require_engineer_or_admin to POST/PATCH in maintenance_schedules.py (blocks viewers from write ops)
- Add team ownership guard in batch_launch_sessions after active/published checks (Fix 2)
- Wrap scheduler.remove_job in try/except for SchedulerNotRunningError and JobLookupError (Fix 3)
- Recompute next_run_at when is_active flips to True, capturing was_active before update (Fix 4)
- Add optional batch_id and target_label fields to Session type; remove unsafe cast in MaintenanceFlowDetailPage.tsx (Fix 5)
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
- Move mid-file pydantic/uuid imports to top of sessions.py
- Add can_access_tree, is_active, and draft status guards to batch_launch_sessions
- Remove notes field from _BatchTarget to keep API clean
- Add max_length=100 cap to targets list in _BatchLaunchRequest
- Hoist tree_snapshot computation above the session creation loop
- Replace N db.refresh() calls with a single bulk select after flush
- Add test_batch_launch_requires_auth and test_batch_launch_rejects_draft_tree tests
- Fix trailing slash on /api/v1/trees/ URL in new test (caused 307 redirect)
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
- Add batch_id (UUID, nullable, indexed) and target_label (String 255,
nullable) columns to the Session model
- Manual Alembic migration 6e8128ef2aa8 applies both columns
- POST /sessions/batch creates one session per target for maintenance
flows; rejects empty targets (422) and non-maintenance trees (400)
- SessionResponse schema exposes batch_id and target_label
- 3 new integration tests, all 540 tests pass
Co-Authored-By: Claude Sonnet 4.5 <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>
Server-side regex redaction masks IPs, emails, bearer/API tokens, and
UNC paths in exported session content. Redaction runs post-generation
and post-variable-resolution with fail-closed error handling. Frontend
gets a "Mask Sensitive Data" toggle in the export preview modal with
a summary of what was redacted. 24 unit tests passing, frontend build clean.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- max_step_index slices decisions in all 4 export formats
- Only set exported=True when session is completed
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>
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>
Backend features:
- Tree sharing via secure tokens with expiration (Issue #16)
- Draft tree status with conditional validation (Issue #25)
- Save session as custom tree with fork tracking (Issue #17)
- Tree validation system for publish requirements
- Session-to-tree conversion preserving custom steps
Database migrations:
- 024: Tree sharing (tree_shares table, visibility field)
- 025: Tree status field (draft/published)
- 25b: Merge migration for indexes
New endpoints:
- POST /api/v1/trees/{id}/share - Generate share token
- GET /api/v1/shared/{token} - Public tree access
- POST /api/v1/trees/{id}/can-publish - Validate tree
- POST /api/v1/sessions/{id}/save-as-tree - Convert session
Test coverage:
- 20 tests for draft trees functionality
- 14 tests for session-to-tree conversion
- 15 tests for tree sharing
Co-Authored-By: Claude Sonnet 4.5 <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>
Phase B addresses 7 high-severity gaps from the permissions audit:
- B1: Enforce tree access check on session start via can_access_tree
- B2: Replace all inline permission helpers with centralized permissions.py
- B3: Fix require_engineer_or_admin to check is_team_admin before role
- B4: Add is_active field on User with enforcement in get_current_active_user
- B5: Add admin user management endpoints (list, get, role, team-admin, deactivate, activate)
- B6: Add rate limiting on auth/invite endpoints via slowapi (disabled in DEBUG)
- B7: Implement refresh token rotation with JTI-based revocation and meaningful logout
Also reduces access token TTL from 15 to 5 minutes and updates CLAUDE.md
with SaaS/MSP context for future planning sessions.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Remove role field from UserCreate schema, hardcode 'engineer' at registration
- Escape all user content in HTML export with html.escape() (XSS fix)
- Add field_validator to reject default SECRET_KEY when DEBUG=False
- Add CHECK constraint on users.role ('engineer'|'viewer') + migration 011
- Fix test_admin fixture to properly grant is_super_admin via ORM
- Fix circular FK (users↔invite_codes) in test DB setup with DROP SCHEMA CASCADE
- Add 5 new security tests (role validation + XSS prevention)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
