Commit Graph

11 Commits

Author SHA1 Message Date
b7f8e70be2 fix(lint): replace explicit-any types + unused-expressions ternaries
Five files, all stylistic:

- useFlowPilotSession.ts: typed the axios error shape with a narrow
  inline type instead of \`as any\`.
- FlowPilotSessionPage.tsx: same — typed location.state once, then
  destructured.
- ScriptBuilderTab.tsx: handleViewScript was a placeholder no-op;
  declared the args properly with \`void script; void filename\` so the
  signature matches ScriptBuilderChatProps without no-unused-vars
  firing.
- TicketsPage.tsx: replaced 8 ternaries-as-statements (\`x ? f() : g()\`)
  with proper if/else blocks. Same control flow, satisfies
  no-unused-expressions, and reads better in the URL-param update paths.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-25 02:32:57 -04:00
0d9babb986 fix(rls): add account_id to AISessionStep creations, fix boards toast
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- flowpilot_engine: pass account_id at all 5 AISessionStep instantiation
  sites (_create_step_from_parsed x3, briefing step, status update step).
  Phase 4 RLS blocked every INSERT with NULL account_id — this broke all
  new FlowPilot sessions since the Phase 4 migration was applied.
- integrations: list_boards returns [] on PSAError instead of 502, stopping
  the spurious 'Server error' toast on dashboard load (boards are optional).
- client.ts: 5xx global toast now shows backend detail when available.
- useFlowPilotSession: startSession extracts backend detail for error state;
  suppresses duplicate toast for 5xx (global interceptor already handles it).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-15 04:41:14 +00:00
chihlasm
564d88e90f fix: update useFlowPilotSession return types for optional documentation
SessionCloseResponse.documentation is now nullable — update resolve/escalate
return types to match.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-28 23:25:08 +00:00
chihlasm
ecd7393646 feat: persist task lane across submits and session reloads
Task lane questions/actions are now saved to a pending_task_lane JSONB
column on ai_sessions, restoring them on session switch or page reload.
Partial submit no longer force-clears the lane — the AI response
controls what stays. Also removes redundant "New Session" button from
the sidebar (dashboard already provides this).

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-27 21:48:06 +00:00
chihlasm
19283fdeb6 fix: add missing branching files and TypeScript fix
- Add BranchRevivalCard, BranchTransitionBar, useHandoff, useResolutionOutputs, SessionQueuePage
- Fix useFlowPilotSession: add is_branching/active_branch_id defaults

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-24 13:40:13 +00:00
b414502062 feat: unified sessions — merge assistant chat into ai_sessions table
Add session_type ('guided'|'chat') and title columns to ai_sessions,
enabling both FlowPilot guided sessions and assistant chat sessions to
live in a single table. This is the foundation for a unified session
history and consistent UX across both interaction modes.

Backend:
- Migration 066: session_type + title columns
- unified_chat_service: chat sessions on ai_sessions with same AI/RAG
- POST /ai-sessions supports session_type='chat' creation
- POST /ai-sessions/{id}/chat for chat messages
- DELETE /ai-sessions/{id} for session deletion
- session_type filter on GET /ai-sessions

Frontend:
- AssistantChatPage rewired to aiSessionsApi (no more assistantChatApi)
- /assistant/:sessionId route for deep-linking
- Session history: type filter pills (All/Guided/Chat), type icons
- Dashboard: both types shown with correct routing and icons
- Fixed glass-border → border-default in dashboard components

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-23 17:29:25 +00:00
fab25456a5 feat: mid-session status updates — ticket notes, client updates, email drafts
Engineers can now generate AI-powered status updates during active FlowPilot
sessions and after resolve/escalate. Three audiences (Ticket Notes, Client
Update, Email Draft) with Quick/Detailed length options. Copy to clipboard
with one click. Client names auto-inserted from intake/PSA context.

Backend: new endpoint POST /ai-sessions/{id}/status-update with audience-aware
system prompts. Frontend: StatusUpdateModal with 2-step selection flow,
Share Update button in action bar, Share Resolution/Escalation on completed
sessions. Also updates Solutions Library spec with Community tier design.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-23 06:26:32 +00:00
Michael Chihlas
6ecb5a9bbd fix(flowpilot): widen message bar, add close/abandon session support
- Message bar now fixed-positioned above action bar with full-width
  layout (respects both app sidebar and session sidebar)
- Added abandon_session endpoint (POST /ai-sessions/{id}/abandon)
- Added "Close" button to FlowPilot action bar with confirmation dialog
- Session can now be closed without resolving or escalating

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-21 18:20:34 -04:00
ce118b51d8 fix(flowpilot): fix 4 Phase 2 escalation bugs + update Tailwind version in CLAUDE.md
- Fix escalation status mismatch: hook set 'escalated' but backend returns
  'requesting_escalation'
- Fix list_sessions to include sessions picked up by Engineer B via
  escalation_package->>'picked_up_by' JSONB query
- Fix sidebar escalation icon color: was Tailwind class 'text-amber-400'
  passed to style={{color}}, now hex '#fbbf24'
- Replace window.location.reload() after ticket linking with
  onReloadSession callback to preserve session state
- Update CLAUDE.md: Tailwind CSS v3 → v4 (@tailwindcss/vite, CSS-only config)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-19 03:10:11 +00:00
bbe590bfec feat(ai-session): add Phase 2 PSA integration, escalation handoff, and session management
Phase 2 of the FlowPilot-First Pivot connecting AI sessions to ConnectWise PSA:

Slice 1 — PSA Ticket Intake:
- FlowPilotEngine accepts psa_ticket intake with graceful CW API fallback
- Ticket picker on intake screen (refactored TicketPickerModal for dual-mode)
- Ticket context card in session sidebar

Slice 2 — Auto Documentation Push:
- PSA documentation service with resolution/escalation note formatting
- Time entry creation via new ConnectWise provider method
- Automatic retry scheduler (APScheduler, 5min interval, 3 retries)
- PSA push status indicators in frontend with manual retry button
- Member mapping warning when CW member not mapped

Slice 3 — Session Pause/Resume & Escalation Handoff:
- Pause/resume endpoints for same-engineer session bookmarking
- Escalation flow: requesting_escalation status, self-escalation blocked
- Enhanced escalation package with LLM-generated hypotheses/suggestions
- Pickup endpoint with continue/fresh resume modes and briefing step
- Escalation queue (sidebar nav + dedicated page)
- SessionBriefing component with continue/fresh choice UI
- EscalateModal with PSA-aware button text

Slice 4 — Mid-Session Ticket Linking:
- Link ticket retroactively with context injection into system prompt
- Link Ticket button in session sidebar

Slice 5 — FlowPilot PSA Settings:
- Settings tab on IntegrationsPage with 7 configurable options
- Stored as flowpilot_settings JSONB on PsaConnection

Database: 2 migrations (flowpilot_settings, psa_post_log changes, status constraint)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-19 01:30:05 +00:00
5494816b06 feat(ai-session): add FlowPilot AI-powered troubleshooting sessions
Implements Phase 1 of the FlowPilot-First pivot — the core AI session
experience where engineers describe a problem and FlowPilot guides them
through structured diagnosis with selectable options, free-text escape
hatches, and auto-generated documentation on resolution.

Backend: AISession + AISessionStep models, FlowPilot Engine (LLM
orchestration with structured JSON output), Flow Matching Engine v1
(semantic + keyword + recency scoring), 8 API endpoints with auth,
rate limiting, and AI quota enforcement.

Frontend: Intake screen, conversational session view with sidebar,
step cards with options/actions/resolution suggestions, resolve/escalate
modals, documentation view with rating, session history integration,
and /pilot route with sidebar navigation.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-18 14:27:36 +00:00