After migration 174f442795b7 enforces NOT NULL on account_id, all
platform/global content must use the sentinel platform account instead
of NULL. Three categories of fixes:
1. trees.py: is_default trees now get PLATFORM_ACCOUNT_ID (not None)
2. admin_categories.py: global category CRUD now uses PLATFORM_ACCOUNT_ID
3. categories.py, tags.py, step_categories.py: creation endpoints coerce
None → PLATFORM_ACCOUNT_ID; IS NULL filter queries updated to
== PLATFORM_ACCOUNT_ID (IS NULL queries returned empty after migration
backfilled all global rows to the platform account)
Defines PLATFORM_ACCOUNT_ID constant in app/core/service_account.py.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
The INSERT into template_trees incorrectly referenced `tags` as a column
on the `trees` table. Tags are a relationship via the `tree_tag_assignments`
join table — there is no direct column. Migration was failing with:
UndefinedColumn: column "tags" does not exist ... FROM trees
Fixed by replacing COALESCE(tags, '[]') with a correlated subquery that
aggregates tag names from tree_tag_assignments → tree_tags.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Migration 057 inserts 6 AD script templates with NULL team_id and NULL
created_by. Neither backfill path (created_by→users, team_id→team admin)
could attribute them to an account, causing the verify check to fail.
Fix: pre-create the platform sentinel account (ON CONFLICT DO NOTHING,
safe since 3a40fe11b427 also creates it idempotently) and add a final
fallback UPDATE assigning any remaining NULL script_templates to it.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
PostgreSQL UPDATE...FROM does not allow the updated table to be
referenced inside the FROM clause's JOIN conditions. Replace the
LEFT JOIN psa_connections with a correlated subquery.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
session_resolution_outputs is created in migration 067 (sequential branch
from 064). On fresh databases, Alembic could run cc214c63aa30 before 067,
causing "table does not exist" errors. depends_on ensures 067 always runs
first regardless of branch traversal order.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Combines the Phase 1 tenant isolation chain (064 → ... → 174f442795b7)
with the main sequential chain (064 → ... → 070) into a single Alembic
head (a9f3b2c1d4e5) so `alembic upgrade head` in the Dockerfile works
without ambiguity.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
b8d2f4a6c091 was NOT the production head. The true head was 064
(064_normalize_script_builder_messages) via the chain:
b8d2f4a6c091 → f0aad74ea51b → 062 → 063 → 064
This caused 'multiple head revisions' on Railway deployment.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
The tags column was accidentally omitted from the is_default tree copy.
Now uses COALESCE(tags, '[]'::jsonb) to preserve source tree tags.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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>
Creates template_trees and platform_steps (no account_id, no RLS).
Migrates is_default=TRUE trees and public steps into them.
Creates sentinel platform account (00000000-...-0001) for global
tree_categories, tree_tags, step_categories, step_library, and
is_default trees — clearing all NULL account_id rows in those tables
as prerequisite for Group 9 SET NOT NULL.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Zero rows in production — this is a schema-only migration in practice.
team_id kept for app code compatibility. Drop deferred to later cleanup.
Backfill: team_id → team admin user → account_id; fallback: created_by.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
team_id is kept in all three tables — drop deferred until app code
is fully migrated off team_id references.
Tables: script_builder_sessions, script_templates, script_generations
Backfill: user_id/created_by → users.account_id
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
psa_post_log: backfill via psa_connection, fallback to posted_by user
psa_member_mappings: backfill via psa_connection
notification_logs: backfill via notification_config
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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>
8 tasks covering: CRITICAL copilot hotfix, tenant_filter() helper,
get_tenant_context dependency, analytics/category/AI session gap fixes,
full UUID endpoint audit, TargetList dead code audit, teams orphan
check, and CI grep check for missing tenant filters.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Complete architecture plan for multi-tenant data isolation across
all layers (PostgreSQL RLS, application-layer filtering, schema
migration, testing strategy, and phased rollout checklist).
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Three fixes from beta tester session feedback:
1. MCP error handling (backend/app/services/assistant_chat_service.py)
- The MCP Microsoft Learn integration was catching only BadRequestError.
Any other error type (APIStatusError, APIConnectionError, timeout) from
the external MCP server propagated as a 502, causing the generic error.
- Now catches all Exception types when MCP is active and retries without
MCP using the stable client.messages.create endpoint.
2. Frontend error UX (frontend/src/pages/AssistantChatPage.tsx)
- catch {} was silently swallowing all errors and inserting a generic
assistant message. Now: differentiates 429 (rate limit) vs 502/503
(AI unavailable), removes the optimistic user message on failure,
restores the failed message to the input so users can retry without
retyping, and logs errors to console for debugging.
3. Image attachments visible in chat (frontend/src/components/assistant/ChatMessage.tsx)
- Uploaded images were sent to the AI correctly but never shown in the
chat thread. Now captures preview URLs before clearing pendingUploads
and renders thumbnails above the user bubble, clickable to full size.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add persistent session header with title, status badge, Resolve,
Escalate, and Update Ticket/Share Update buttons — mirrors
FlowPilotSessionPage pattern exactly
- Update Ticket label when psa_ticket_id present, Share Update otherwise
- Full mobile support via ⋯ overflow menu (Resolve, Escalate, Update, Pause)
- Strip _(not yet completed)_ markers from stored conversation_messages
in unified_chat_service to prevent stale task lane items from prior
turns leaking into new sessions via the AI's re-include instruction
- Add currentChatRef guard to handleResumeNew (was missing unlike handleSend)
- Remove Update/Conclude from chatbar — toolbar is now input utilities only
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- .gitignore: keep both graphify-out/ entries and main's .gitnexus entry
- ScriptCodeBlock/ScriptPreviewModal: take main's border-border and text-accent-text
for filename labels; use neutral ghost style for Save button in ScriptCodeBlock;
use bg-accent (normalized from bg-primary) for Save button in ScriptPreviewModal
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
The previous fix (990f044) moved state clears before the createChatSession
await but left currentChatRef.current pointing at the old session during the
entire network call. Any in-flight handleSend/handleTaskSubmit for the old
session would pass the guard (oldId === oldId) and re-apply stale task lane
data to the new empty session.
Setting currentChatRef.current = null before the await ensures in-flight
handlers from the previous session see a mismatch and bail — matching the
same pattern already used correctly in selectChat.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Three race conditions in AssistantChatPage:
1. handleNewChat cleared showTaskLane/activeQuestions/activeActions
AFTER the createChatSession await — old lane was visible during
the network call. Moved clears before the await.
2. handleResumeNew never cleared old TaskLane state at all. Added
upfront clears before the first await.
3. handleSend and handleTaskSubmit had no stale-session guard. If
the user switched chats while sendChatMessage was in flight, the
response would set showTaskLane on the wrong session. Added
sentForChatId snapshot + currentChatRef guard (same pattern
already used in selectChat).
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Import and call clearTaskState before updating questions/actions in
handleSend and handleTaskSubmit so new AI tasks always replace stale
sessionStorage cache instead of being overridden by it
- Include pending (not yet completed) tasks in the AI message on partial
submit so the AI knows which tasks were left unanswered
- Fix stale closure in TaskLane saveTaskLane useEffect — use refs for
questions/actions so the debounced backend save always uses current values
- Add responses field to pending_task_lane TypeScript type, removing the
unsafe double-cast in selectChat
- Instruct the AI to re-surface incomplete tasks unless ≥75% confident
the information is no longer needed
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Addresses every Red and Yellow item from the codex review:
- Canonical handoff: ResolutionOutputGenerator is the source of truth
- AI vs manual authority: manual edits win, AI never overwrites
- evidence_items: full-list replacement, frontend is merge authority
- TaskLane persistence: lifted into hook, StepsPanel is presentation-only
- Quick replies: immediate-send, full-stack contract change
- issue_category + asset_name: free text in v1
- Adds 5 implementation guardrails and Phase 2 gate for triage extraction
- Execution order updated to 37 steps with persistence extraction step
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Merges MSP_Assistant_Harness_Implementation_Plan.docx with the
brainstorming design spec into a single executable plan. Resolves
all open questions from the original docx, expands scope to include
backend changes, and adds a 35-step phased execution order.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Design spec for evolving /assistant into a live triage cockpit.
Covers layout decisions (stacked zones, drag-resizable split),
incident header (labelled fields, AI-inferred + editable),
work zone (steps checklist + FlowPilot Asks + What We Know),
conclude modal redesign, and all required backend changes.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Reformat PSA resolution/escalation notes: clean single-line header,
steps with engineer responses inline, remove duplicate timing blocks,
remove AI confidence section, add follow-up recommendations
- Standardize time display to decimal hours (e.g. 0.25 hrs) across all
note formatters and status update context
- Add follow_up_recommendations to SessionDocumentation schema and
surface in SessionDocView; extracted from resolution suggestion steps
- Add _build_what_we_know() helper: uses session.evidence_items when
cockpit branch merges, falls back to deriving findings from steps
- Fix option label lookup in generate_status_update (was passing raw
machine values to AI instead of human-readable labels)
- Add 'What We Know' section to status update ticket notes prompt
- Improve _build_session_context in resolution_output_generator to
include intake text and full step details instead of truncated chat
- Add request_info audience type: client-facing information request
that skips the length step and generates a numbered question list
- Improve client_update and email_draft prompts with per-context
guidance (status/resolution/escalation) and fix escalation subject
line from 'Specialist Review' to 'Specialist Assistance'
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
