db43dfa08e9a080417ff0fe700bd1a2a34468a89
66 Commits
| Author | SHA1 | Message | Date | |
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chihlasm
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c8778bb4e7 |
fix: align frontend API paths with backend endpoints
- handoffs: /handoffs/queue → /ai-sessions/queue, claim needs sessionId - resolutions: /resolution-outputs → /outputs - branches: /status suffix removed from PATCH path - Add SessionQueuePage route at /queue Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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chihlasm
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30d7d6e5a3 |
feat: add frontend API clients for branches, handoffs, and resolutions
Adds branchesApi (getBranches, createFork, updateBranchStatus, switchBranch, reviveBranch, sendBranchMessage), handoffsApi (createHandoff, listHandoffs, claimHandoff, getQueue), and resolutionsApi (getOutputs, editOutput, pushOutput). All exported from api/index.ts. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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chihlasm
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8e7f13d2f8 |
refactor: remove dead assistant_chat system, consolidate image helpers
The old /assistant/chats/* CRUD endpoints and assistant_chat_service
chat functions were unused — the frontend exclusively uses
/ai-sessions/{id}/chat (unified_chat_service) for all chat operations.
Removed:
- Chat CRUD endpoints (create, list, get, send, delete, conclude)
- assistant_chat_service: create_chat, send_message,
generate_conclusion_summary, CONCLUSION_SYSTEM_PROMPT
- Frontend: assistantChatApi chat methods, dead types
(AssistantChat, AssistantChatMessage, ConcludeChatRequest, etc.)
Kept:
- /assistant/retention endpoints (used by ChatRetentionSettingsPage)
- Shared AI infrastructure (_call_ai, _call_anthropic_cached,
ASSISTANT_SYSTEM_PROMPT, _auto_title) — imported by unified_chat_service
Moved:
- fetch_upload_images + resize_image_for_vision → storage_service.py
(shared location, not tied to dead endpoint)
Also added "Image Analysis" section to system prompt so Claude knows
to describe attached screenshots.
-650 lines of dead code removed.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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| 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>
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| 73c529d6f3 |
feat: beta feedback widget — frictionless in-session feedback
Full-stack beta feedback system: Backend: - BetaFeedback model with reaction, category, text, page context - POST /feedback/beta (any auth user), GET /feedback/beta (admin, filtered) - Alembic migration 065 with indexes on user_id, reaction, created_at Frontend: - Persistent "Feedback" tab on right edge of all authenticated pages - Slide-out panel: quick reaction (👍😐👎), category pills, optional text - Auto-captures page URL and FlowPilot session ID - Hidden on mobile (<640px), closes on Escape/outside click - Shows "Thanks!" confirmation then auto-closes Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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| 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>
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Michael Chihlas
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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>
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Michael Chihlas
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535284c4ce |
feat: add My Scripts/Team Scripts tabs and Build button to Script Library
- Add language field to ScriptTemplateListItem frontend type - Add mine/shared params to scriptsApi.getTemplates - Update scriptGeneratorStore.loadTemplates to accept filter params - Reorganize ScriptLibraryPage with tab bar (My Scripts / Team Scripts) - Add "Build a New Script" button linking to /script-builder Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Michael Chihlas
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ec245c9fef |
feat: add Script Builder frontend types and API client
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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| cf23107735 |
fix(escalations): add sidebar badge count + show all team escalations
- Add escalation_count to sidebar stats (team-wide requesting_escalation) - Show badge on Escalations nav item in sidebar - Remove user_id filter from escalation queue — show all team escalations including your own (needed for solo users and visibility) Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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| 5e009fd752 |
feat(search): add similar sessions UI in FlowPilot sidebar
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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| ce68fa84ca |
feat(search): add PostgreSQL FTS on AI sessions with Command Palette integration
- Migration: add generated tsvector column + GIN index on ai_sessions (problem_summary, resolution_summary, escalation_reason, problem_domain)
- Backend: wire FTS into list_sessions q param; add GET /ai-sessions/search endpoint returning AISessionSearchResult (registered before /{session_id} to avoid UUID routing conflict)
- Frontend: add AISessionSearchResult type, aiSessionsApi.search() method, and Command Palette group "FlowPilot Sessions" using Zap icon navigating to /pilot/:id
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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| c3afc7a059 |
feat(search): add structured filters to AI session list endpoint and frontend
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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| f87f3d47de |
feat(evidence): add upload types and API client for frontend
- FileUploadResponse and PendingUpload types in types/upload.ts - uploadsApi with upload(), getUrl(), list(), remove() methods - Exported from types/index.ts and api/index.ts Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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| 647ad0e2d5 |
feat(analytics): add tabbed layout with coverage heatmap
Add Phase 5 types (CoverageResponse, FlowQualityResponse, EnhancedPsaMetrics) and API methods. Refactor FlowPilotAnalyticsPage with tab bar (Overview, Coverage, Flow Quality, PSA) with lazy data loading. Create CoverageHeatmap component with color-coded resolution/escalation/guided rate cells. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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| 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> |
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| 2b657fc4ac |
feat(gallery): add public templates gallery frontend (Tasks 4 & 5)
Add types, API client, page component, card components, detail modal, and /templates route for the public templates gallery. Uses raw fetch() for unauthenticated access, glass-card design system, and URL-synced filters with debounced search. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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| 0f750e63e0 |
feat(notifications): add Phase 4 Slice 2 — multi-channel notification system
Full notification infrastructure with in-app, email, Slack, and Teams channels: Backend: - NotificationConfig, NotificationLog, Notification models + migration - Notification service with event routing, channel delivery, retry logic - 9 API endpoints (config CRUD + in-app notifications) - APScheduler retry job with exponential backoff (30s, 2m, 10m) - Wired into escalation, proposal approval, and knowledge flywheel - Pydantic event key validation, cross-tenant protection on recipients Frontend: - TypeScript types + API client for all notification endpoints - NotificationsPanel: bell icon with unread badge, dropdown, mark-read - NotificationSettings: channel config, event toggles, test, delete confirm - Notifications tab on IntegrationsPage - ARIA attributes, Escape handler, settings link on panel Review fixes (13 issues resolved): - notify() no longer commits/rolls back caller's transaction (critical) - retry_failed_notifications returns count instead of None (critical) - NotificationSettings moved inside dedicated tab (critical) - target_user_ids scoped by account_id (security) - Email loop collects all failures before raising - Slack webhook validates response body - events_enabled rejects unknown event keys - link column widened to String(500) - Dead code removed from _auto_reinforce - Delete confirmation, ARIA, Escape key support Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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| 9bad49d568 |
feat(knowledge-flywheel): add Phase 3 Knowledge Flywheel — AI analysis, review queue, analytics
Phase 3 implementation: - AI session analysis service that generates flow proposals from resolved sessions - APScheduler job for batch processing pending analyses (max_instances=1) - Knowledge gap detection (weak options, high escalation signals) - Flow proposals CRUD with team admin review workflow (approve/edit/dismiss/reject) - FlowPilot analytics dashboard with confidence tiers, PSA metrics, knowledge gaps - In-session script generator component - Review queue page with filtering and proposal detail panel Bug fixes from review (12 total): - Fix "Edit & Publish" navigating to non-existent /editor/new route - Hide Approve button for enhancement proposals (require Edit & Publish) - Add max_instances=1 to scheduler to prevent TOCTOU race - Fix eventual_success case() double-counting failed retries - Add tree_structure validation before creating tree from proposal - Simplify script generator rendering condition - Add severity style fallback, toFixed on rates, Link instead of <a href> - Add toast.warning on dismiss failure, fix dedup for domain-less sessions - Cast Decimal to int in knowledge gap evidence dicts Also updates CLAUDE.md with lessons 67-71 and Phase 3 project structure. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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| 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> |
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| 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> |
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chihlasm
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2339787499 |
feat: add supporting data capture, PDF export, and branding settings UI
- API clients for supporting data CRUD and team branding - AddSupportingDataModal with text snippet and screenshot tabs (paste + upload) - SupportingDataPanel collapsible section integrated into both session runners - ExportPreviewModal updated with PDF format and server-side download flow - BrandingSettings component for company name and logo management - Expose team_id in UserResponse schema for branding endpoint access Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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chihlasm
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b72eb56b7f |
feat: add onboarding checklist widget to dashboard
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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chihlasm
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8534dbfb5f |
feat: command palette, PSA ticket context, session-to-flow converter (#108)
* feat: add paletteIntent utility for command palette query classification
Detects query intent ('question' | 'keyword' | 'page' | 'empty') to drive
smart result ordering in the enhanced command palette.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add recentFlows localStorage utility for command palette empty state
Tracks recently visited flows (capped at 10) with deduplication by id,
surfaced in command palette when query is empty.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: rewrite CommandPalette with categorized results and smart ranking
- Adds FlowPilot AI result (always present when query is non-empty)
- Intent-aware ordering: question → FlowPilot prominent; page → pages first;
keyword → FlowPilot at top with flows/sessions/tags below
- Pages section with admin-gated items (uses useAuthStore)
- Tags extracted from flow search results with ?tag= navigation
- Quick Actions for create/import/scripts
- Empty state shows recent flows + quick actions
- Grouped rendering with section labels per design system
- Keyboard nav flattened across groups
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add FlowPilot prefill handoff from command palette to AssistantChatPage
When navigated to /assistant with location.state.prefill, automatically
creates a new chat and sends the prefill message without user interaction.
Clears location state after handling to prevent re-trigger on back navigation.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: track recently visited flows for command palette empty state
Calls addRecentFlow after tree data loads in both TreeNavigationPage and
ProceduralNavigationPage so the command palette can surface recent flows
when the query is empty.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* refactor: use useMemo instead of useCallback for groups builder in CommandPalette
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add PSA ticket context Pydantic schemas (Task 6)
Add TicketDetails, CompanyInfo, ContactInfo, ConfigItem, TicketNote,
RelatedTicket, and TicketContext models in schemas/psa_context.py for
structured ticket context enrichment used by AI prompt injection.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add ticket context prompt formatter (Task 7)
format_ticket_context_for_prompt() in services/psa/ticket_context.py
serializes TicketContext into structured text for AI system prompts,
with 10-note limit, 200-char text previews, and human-readable timestamps.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add get_ticket_context() to ConnectWise provider (Task 8)
Fetches ticket details, company, contact, configurations, notes, and
related open tickets in parallel via asyncio.gather with partial failure
tolerance. Results are cached with a 5-minute TTL per ticket/connection.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add GET /integrations/psa/tickets/{id}/context endpoint (Task 9)
Returns rich TicketContext for a ticket ID. Handles PSA auth failures
(returns structured error), ticket-not-found (404), and general PSA
errors (502). Requires active PSA connection for the user's account.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: inject PSA ticket context into copilot system prompt (Task 10)
When a copilot conversation has an associated session with a linked PSA
ticket, fetch the ticket context and append it to the system prompt.
Failure is non-critical — errors are logged and the copilot proceeds
without context rather than failing the request.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add PSA context API client with TypeScript interfaces
Defines TicketDetails, CompanyInfo, ContactInfo, ConfigItemInfo,
TicketNote, RelatedTicket, and TicketContext interfaces matching backend
psa_context.py schemas. Exports psaContextApi with getTicketContext().
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add useTicketContext hook for PSA ticket context fetching
Accepts psaTicketId and psaConnectionId, fetches context on mount
when both IDs are present, and exposes refresh() for manual re-fetch.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add TicketContextPanel component with accordion sections
Glass-card panel showing ticket summary, status/priority/SLA, and
accordion sections for Client, Contact, Devices, Notes, and Related
tickets. Matches design system with font-label labels and ice-cyan accents.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: mount TicketContextPanel in session runners when ticket is linked
ProceduralNavigationPage renders panel in left sidebar below step checklist.
TreeNavigationPage renders panel above breadcrumb trail. Both use
useTicketContext hook and show panel only when psa_ticket_id is set.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add fallback_steps to TypeScript types (Task 15)
Add optional fallback_steps field to ProceduralStep interface.
Add FallbackStepRecord interface and fallback_decisions field to Session.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add backend validation for fallback steps (Task 16)
Validate fallback_steps in procedural flow validation: required fields,
no nested fallback_steps, no duplicate IDs. Add FallbackStepRecord schema
and fallback_decisions field to SessionResponse.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: create FallbackSteps UI component (Task 17)
Collapsible component supporting edit and execute modes. Edit mode
provides title/description inputs with add/remove controls. Execute
mode shows "This worked" / "Didn't help" action buttons with emerald/
rose styling. Amber accent styling throughout.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: integrate FallbackSteps into editor and session runner (Task 18)
Wire FallbackSteps edit mode into StepEditor for procedure_step type
with add/remove/update handlers using crypto.randomUUID(). Add execute
mode rendering in ProceduralNavigationPage with fallbackDecisions state
tracking per parent step.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add session-to-flow request/response schemas (Task 19)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add session-to-flow AI generation service (Task 20)
Converts completed troubleshooting sessions into reusable procedural flows
with fallback branches. Includes PSA ticket context integration and
AI-generated step validation.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add POST /ai/session-to-flow endpoint (Task 21)
Converts a completed session into a reusable procedural flow using AI.
Includes quota checking, usage recording, and proper error handling.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add Create Flow from Session button to session detail page (Task 22)
Adds sessionToFlow API client, exports from api/index.ts, and integrates
a prominent "Create Flow from Session" button on SessionDetailPage for
completed sessions. Generates a procedural flow via AI then navigates
to the procedural editor.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: cast tree_type to TreeType in session-to-flow creation
Fixes build error where string was not assignable to TreeType.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: update Playwright test selectors to match actual UI
- Use Control+k instead of Meta+k (Linux/CI compatibility)
- Use 'AI Assistant' group label instead of 'FlowPilot AI'
- Match actual FlowPilot chat page elements (Start a Conversation, New Chat, textarea)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: update Playwright test selectors to match actual UI
- Use specific command palette placeholder to avoid ambiguous matches
- Fix 'Quick Actions' scoping (two elements with same text)
- Fix 'Resolved' exact match on session detail page
- Fix tree editor to use getByText instead of getByDisplayValue
- Fix 'Add Step' strict mode by using .first()
- Fix fallback description placeholder text
- Update playwright.config.ts to use port 5433 and resolutionflow DB
- Update FlowPilot chat selectors to match actual page layout
11/17 new tests now passing. Remaining 6 need procedural session
navigation investigation.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: resolve all Playwright test failures — 16/16 passing
- Fix procedural session tests: sessions auto-start, no Start button
- Fix strict mode violations: use getByRole('heading') for step titles
- Fix FlowPilot chat: use button role selector for New Chat
- Fix command palette page nav: scope Analytics click to palette modal
- Fix fallback runner: remove non-existent Start button click
- Update playwright.config to port 5433 for local Docker
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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chihlasm
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357f8e2d08 |
feat: sidebar redesign — activity feed, grouped nav, AI split (#107)
* docs: add 5 sidebar icon color concepts for UX review Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat(ui): add semantic icon colors and updated icons to sidebar nav Swap generic icons for more descriptive alternatives (Network, Wrench, FileOutput, Library, Code2, Lightbulb) and assign each nav item a unique semantic color for instant visual landmarks. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix(ui): default Sessions page to Active tab, reorder tabs Active sessions are what engineers care about most. Tab order is now Active, Prepared, Completed, All. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * docs: add sidebar grouping and AI naming concept mockups Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * docs: add sidebar redesign context and decision summary Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * docs: add sidebar redesign spec and implementation plan Design spec covers: activity zone with daily stats + session feed, nav grouping (Resolve/Build/Insights), AI split (FlowPilot + Flow Assist), pinned flows removal. Implementation plan has 5 chunks, 12 tasks, 39 steps. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add sidebar stats Pydantic schemas Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * test: add failing tests for sidebar stats endpoint Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add sidebar stats endpoint with daily stats and activity feed Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add sidebar API client, stats bar, activity feed components New components: SidebarStatsBar, SidebarActivityFeed, ActivityItem. New API client for sidebar stats endpoint. Pulse-dot CSS animation. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: restructure sidebar with stats bar, activity feed, and grouped nav Dashboard-first layout with Resolve/Build/Insights groups. AI split: FlowPilot (Resolve) + Flow Assist (Build). Stats bar: Resolved/Active/In Session daily counters. Activity feed: active sessions with CW ticket #, recent completions. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * refactor: remove pinned flows frontend (PinnedFlowsSection, store, API, pin buttons) Removed: PinnedFlowsSection component, pinnedFlowsStore, pinnedFlows API client. Cleaned: pin buttons from TreeGridView, TreeListView, TreeTableView. Cleaned: favorites section from QuickStartPage, pin props from TreeLibraryPage. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add FlowAssistPage placeholder and /flow-assist route Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: real-time sidebar stats via session-changed events Sidebar now refreshes stats when sessions are created or completed, not just on page navigation. Uses window event bus pattern (same as folder-changed events in codebase). Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: live-ticking In Session timer using active session start times SidebarStatsBar now computes active session elapsed time client-side from started_at timestamps, ticking every 60s. Backend only returns completed session minutes to avoid double-counting. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: sidebar In Session timer ticks every second and shows seconds Timer now uses 1s interval (not 60s) and displays seconds when under a minute so it matches the session timer in the flow UI. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * chore: trigger PR environment redeploy Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * debug: add console.log to SidebarStatsBar for timer investigation Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: parse sidebar timestamps as UTC (append Z suffix) Backend returns naive UTC timestamps without timezone indicator. JS Date() treats bare ISO strings as local time, causing the timer to compute negative elapsed time (future timestamps). Appending 'Z' forces UTC parsing. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: rename 'In Session' to 'Total Time' for clarity Makes it clear the timer is an aggregate of all sessions today, not just the current one. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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|
chihlasm
|
46865882c6 |
feat: ConnectWise PSA integration (#106)
PSA abstraction layer with provider pattern, ConnectWise integration (connection management, ticket linking, note posting, status updates, member mapping), Integrations page UI, Fernet credential encryption, in-memory TTL cache, 6 DB migrations, ConnectWise API reference docs. |
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|
chihlasm
|
d4dbf44781 |
feat: Script Generator Phase 1+2 — backend, engine, API, frontend, template editor, parameter detector
Complete Script Generator feature including: Backend: - ScriptCategory, ScriptTemplate, ScriptGeneration models - ScriptTemplateEngine with substitution, filters, sanitization - CRUD + share API endpoints with permission checks - Integration tests for permissions and sharing - Migration 057 with AD User Management seed templates Frontend — Script Library: - Browse templates with category tabs and search - Configure pane with parameter form and script generation - Script preview with live substitution and copy/download - scriptGeneratorStore Zustand store Frontend — Template Editor: - Full CRUD form with metadata, script body (Monaco Editor), parameters - ParameterSchemaBuilder with visual builder + JSON toggle - ScriptManagePage with routing and nav link Frontend — Parameter Detector: - Client-side PowerShell parameter detection engine - Detects script-level param() blocks and variable assignments - Type inference from PS type annotations and value patterns - ParameterDetectorStepper one-by-one review UI with accept/skip Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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|
Michael Chihlas
|
71ff4a8c35 |
feat: KB Accelerator — convert KB articles into interactive flows
Full-stack implementation of the KB Accelerator feature that converts static MSP knowledge base articles into interactive troubleshooting and procedural flows using AI. Backend: - Migrations 054/055: kb_imports, kb_import_nodes tables + plan_limits KB columns - SQLAlchemy models with relationships and self-referential node hierarchy - Text extraction service (txt, paste, docx with structural metadata) - AI conversion service with MSP-specialist prompts for both flow types - 8 API endpoints: upload, get, list, convert, edit node, commit, delete, quota - Tier-gated access via plan_limits (free: 3 lifetime, pro/team: unlimited) - 8 integration tests covering upload, get/list, quota, commit, delete Frontend: - TypeScript types and API client for all KB Accelerator endpoints - Multi-step wizard page: upload → processing → review → success - Upload screen with paste/file tabs, drag-drop, target type selector - Two-panel review screen with source highlighting and node cards - Per-node actions: approve, edit, regenerate, insert, delete - Confidence color indicators (green/amber/red) - Sidebar navigation with Sparkles icon - Code-split lazy-loaded route at /kb-accelerator Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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|
chihlasm
|
ccd06c9ed4 |
feat: flexible intake — deferred variables + prepared sessions (#103)
* 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>
|
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|
chihlasm
|
4727106141 |
fix: race condition hardening across auth, counters, and data fetching (#102)
* 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> |
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|
chihlasm
|
0dc6123c0c |
feat: flow export/import + procedural Flow Assist (#96)
* feat: add flow export/import backend (migration, endpoints, schemas)
Add .rfflow file export/import support:
- Migration 050: import_metadata JSONB column on trees
- GET /trees/{id}/export?format=json|xml endpoint
- POST /trees/import endpoint (creates draft, resolves categories/tags)
- FlowExportEnvelope, FlowImportRequest/Response schemas
- import_metadata field on TreeResponse
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add flow export/import frontend + backend tests
Frontend:
- ExportFlowModal with JSON/XML format selection + download
- ImportFlowModal with drag-drop file picker + preview step
- rfflowParser for client-side JSON/XML .rfflow parsing
- Export buttons on editor toolbar and library action menus
- Import button on library page next to Create New
- Provenance display for imported flows in editor
- flowTransfer API client + types
Backend:
- Fix regex->pattern deprecation in export endpoint
- 12 integration tests covering export, import, round-trip,
access control, tag/category creation, version validation
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* refactor: remove XML export, JSON-only for .rfflow files
- Remove XML builder, format query param, and XML tests
- Simplify ExportFlowModal (no format picker)
- Simplify rfflowParser (JSON-only)
- Remove format field from schemas and types
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: match Flow Assist chat input to AI Assistant styling + strengthen one-question prompt
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add procedural flow support to AI chat builder (Flow Assist)
- Add procedural-specific system prompts (schema, interview protocol, response format)
- Dispatch prompts by flow_type: procedural/maintenance use flat steps schema, troubleshooting uses decision tree schema
- Parse [STEPS_UPDATE] and [INTAKE_FORM] markers in AI responses
- Add validate_generated_procedural_steps() validator
- Handle intake form extraction in AI chat import endpoint
- Add StaticStepsPreview component for procedural flow preview
- Update store and page to render correct preview by flow type
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add flow type selection to Flow Assist entry points
- CreateFlowDropdown now shows "Build with Flow Assist" under each flow type
- Library page "Flow Assist" button respects current type filter
- Clean up unused AIFlowBuilderModal references
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: update CLAUDE.md with AI chat builder and intake form learnings
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: refine assistant chat prompt for concise answers and focused questions
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: switch AI provider to Claude Sonnet 4.6 + add shift+enter hint to chat inputs
- Default AI_PROVIDER changed from gemini to anthropic
- AI_MODEL and AI_MODEL_ANTHROPIC updated to claude-sonnet-4-6
- Added "Shift + Enter for a new line" hint below all chat textareas
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: update CLAUDE.md with AI provider and chat input learnings
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: add editor-embedded Flow Assist design document
Design for replacing the standalone /ai/chat page with context-aware
AI side panels embedded in each editor (Troubleshooting + Procedural).
Covers ghost node suggestion system, output-based thresholds,
config-driven model routing, knowledge integration, and per-flow
chat persistence.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: add editor-embedded Flow Assist implementation plan
25-task plan across 9 phases covering backend foundation, frontend
infrastructure, tree/procedural editor integration, AI-assisted create,
old code removal, action-type dispatch, suggestion audit trail, and
build verification.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: use actual root node ID in orphan validation check
AI-generated trees use descriptive IDs (e.g., "verify-account-exists")
instead of "root", causing the root node to be falsely flagged as orphaned.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add config-driven AI model tier routing
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: extend AI chat session with tree_id and archived_at
Add tree_id FK (CASCADE) for editor-embedded sessions and archived_at
timestamp column to ai_chat_sessions table.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add AI suggestion audit trail table
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add action_type and focal_node_id to AI chat message API
- Add VALID_ACTION_TYPES literal and action_type/focal_node_id fields to
AIChatMessageRequest schema
- Add tree_id field to AIChatStartRequest schema for editor-embedded sessions
- Update send_message() signature with action_type and focal_node_id params
- Update start_chat_session() signature with tree_id param
- Pass new params through endpoints to service functions
- All new params have defaults so existing behavior is unchanged
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: route AI model selection through action-type config
Update get_ai_provider() to accept an optional model override parameter
(applied only to AnthropicProvider; Gemini always uses its own model).
Thread action_type-based model resolution through send_message() and
generate_final_tree() in the AI chat service.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add TypeScript types for editor-embedded AI
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add shared ContextMenu component
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add useEditorAI hook and editorAI API client
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add EditorAIPanel component with Chat and Suggestions tabs
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: integrate AI panel, context menu, and ghost nodes in tree editor
- Add AI Assist panel toggle button to tree editor toolbar
- Wire EditorAIPanel alongside TreeEditorLayout with single-panel rule
- Thread onNodeContextMenu through TreeEditorLayout → FlowCanvas → FlowCanvasNode
- Add right-click context menu with Generate Branch, Explain Node, Delete actions
- Add ghost node detection (_suggestion flag) with dashed border + opacity styling
- Add Accept/Dismiss overlay buttons on ghost nodes for future suggestion handling
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: integrate AI panel, context menu, and ghost steps in procedural editor
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add AI prompt dialog and wire into CreateFlowDropdown
Replace navigation to /ai/chat with an inline AIPromptDialog modal
that collects a single prompt, generates a flow via the editor AI API,
imports it, and navigates to the editor with the AI panel open.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: add glassmorphism to AI prompt dialog + maintenance Flow Assist button
- Use .glass-card-static on AIPromptDialog card for consistent design system
- Add "Build with Flow Assist" button to maintenance section in CreateFlowDropdown
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* refactor: remove standalone Flow Assist page and old AI chat components
Remove the old /ai/chat page, AI wizard modal, and all associated
components/stores/types now replaced by the editor-embedded AI panel.
Deleted:
- AIChatBuilderPage, ai-chat/ components, aiChatStore, aiChat API, ai-chat types
- AIFlowBuilderModal, ai-builder/ components, aiFlowBuilderStore
Cleaned up:
- Router (removed /ai/chat route)
- Sidebar (removed Flow Assist nav item)
- MyTreesPage (removed AI builder modal and button)
- TreeLibraryPage (removed Flow Assist button)
- API and type barrel exports
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add delta response parsing and action-type prompt dispatch
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add AI suggestion audit trail endpoints
Create/list/resolve endpoints for tracking AI-applied changes to flows.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add APScheduler task to auto-archive stale AI chat sessions
Archives AI chat sessions with no activity for 30 days, runs daily at 3 AM.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: update project status for editor-embedded Flow Assist
- Add Editor-Embedded Flow Assist to CURRENT-STATE.md in-progress items
- Update CLAUDE.md: fix stale lessons (#41, #46), add new patterns (#47 editor AI architecture, #48 orphan validation)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: use correct model alias in AI_MODEL_TIERS standard tier
The dated model ID `claude-sonnet-4-6-20250514` was causing 502 errors.
Use the alias `claude-sonnet-4-6` which matches AI_MODEL_ANTHROPIC.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: send live flow context to AI Assist for full editor awareness
The AI panel now sends the current tree structure (troubleshooting) or
steps + intake form (procedural/maintenance) with each message. This
gives the AI full visibility into node details, questions, descriptions,
options, and intake form fields — not just the node ID.
- Backend: add flow_context param to schema, endpoint, and service
- Frontend: add getFlowContext callback to useEditorAI hook
- TreeEditorPage: passes treeStructure as flow context
- ProceduralEditorPage: passes steps + intakeForm as flow context
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: include flow name and description in AI Assist context
Both editors now send name and description alongside the flow structure,
so the AI can reference what the flow is about when responding.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: increase AI timeout to 120s and limit retries to 1
The 45s timeout was too short for generation tasks with full flow
context in the system prompt. The Anthropic SDK's default 2 retries
caused requests to hang for ~136s before failing. Now: 120s timeout
with max 1 retry = faster failure if it does timeout.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: wire AI-generated flow structures into editor stores
The useEditorAI hook was ignoring result.working_tree from AI responses,
so generated steps/trees never appeared in the editor. Now:
- useEditorAI calls onFlowUpdate when working_tree is present in response
- ProceduralEditorPage handles steps + intake form updates via replaceSteps
- TreeEditorPage handles tree structure updates via replaceTreeStructure
- Both stores have new bulk-replace methods for AI integration
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: add lessons learned for full-stack integration, Anthropic retries, model tiers
#49 Always verify frontend consumes backend response fields
#50 Anthropic SDK max_retries=1 to avoid 3× timeout
#51 AI model tier routing via settings.get_model_for_action()
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: move AI Assist panel to full-height side layout in both editors
The AI panel was nested inside the content area, only spanning the
step list / canvas section. Now it sits at the outermost flex level,
spanning the full page height alongside all content (toolbar,
collapsible sections, steps/canvas). This prevents the panel from
overlapping content and lets the editor area properly shrink.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: AI Assist panel as fixed right drawer (matching Copilot/Scratchpad)
Convert EditorAIPanel from in-flow flex child to fixed right-side drawer
overlay, same pattern as CopilotPanel and ScratchpadSidebar. The panel
is fixed at right:0 spanning full viewport height, and editor pages add
pr-[380px] padding when open so content shifts left without overlap.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: AI Assist panel sits below topbar with slide-in animation
- Panel now uses top:56px to sit below the app shell topbar instead of
covering it (matches the main-content grid cell area)
- Added slideInRight CSS animation for smooth drawer entrance
- Editor pages use dynamic paddingRight via PANEL_WIDTH constant
- ChatTab upgraded: markdown rendering, CopilotPanel-style message
bubbles, auto-focus input, Shift+Enter hint
- All borders use --glass-border for consistent glassmorphism
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: AI Assist panel as in-flow flex sibling (not fixed/overlay)
Replace fixed positioning with in-flow flex layout. The outermost div
is now a horizontal flex row: content column (flex-1 min-w-0) + panel
(w-[380px] shrink-0). When the panel opens, the content column
automatically shrinks — no padding hacks or z-index stacking needed.
This guarantees the content shifts left and stays fully visible.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: AI Copilot panel as in-flow flex sibling in session navigation pages
Changed CopilotPanel from fixed overlay to flex layout sibling so it
pushes main content instead of covering it during active sessions.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: remove duplicate CLAUDE.md lessons #47-48
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
|
||
|
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> |
||
|
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> |
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|
chihlasm
|
f6b827ebca |
feat: add admin survey invites page with create and list
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
||
|
chihlasm
|
4d2c4930fd |
feat: Slate & Ice Modern aesthetic redesign (#94)
* chore: update Google Fonts to Bricolage Grotesque, IBM Plex Sans, JetBrains Mono Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * chore: update Tailwind config to Slate & Ice theme colors and fonts Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: update CSS variables and glass-card utilities for Slate & Ice theme - Replace all color variables with Slate & Ice palette - Add glass system vars (--glass-bg, --glass-blur, --shadow-float) - Replace legacy glass-card with new variable-driven glass classes - Add breatheGlow, bellWobble, slideDown, fadeInRight keyframes - Update font references to IBM Plex Sans and Bricolage Grotesque Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: recolor BrandLogo to cyan gradient, split BrandWordmark for gradient Flow text Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: update TopBar with glassmorphism backdrop and cyan accent styling Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: update Sidebar with glassmorphism backdrop Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add ambient atmosphere gradient orbs behind app shell Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: update QuickStats and SessionsPanel with glass-card styling Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add WeeklyCalendar, QuickActions, OpenSessions, RecentActivity dashboard components Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: redesign dashboard layout with calendar, open sessions, and glass-card panels New layout: greeting → calendar+actions → sessions+stats → activity Replaces old QuickStats and SessionsPanel with new dashboard components Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: replace remaining purple hex references with ice-cyan accent Sweep of hardcoded purple hex values (#818cf8, #6366f1) replaced with new cyan accent (#06b6d4) in QuickActions, RecentActivity, QuickLaunch, and SVG brand assets. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * docs: update CLAUDE.md branding and design system for Slate & Ice Modern Updated Last Updated date, branding section (fonts, colors, glass utilities, atmosphere orbs), component styling rules, and Design System section to reflect the new ice-cyan glassmorphism theme. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * docs: add Slate & Ice Modern design doc and implementation plan Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: redesign login page with Slate & Ice Modern design system Apply glassmorphism styling, atmosphere orbs, branded wordmark, and consistent design tokens to match the updated app shell aesthetic. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: raise TopBar z-index so profile dropdown renders above main content Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add AI assistant with in-session copilot and standalone chat with RAG Implements three-phase AI assistant feature: - Phase 0: RAG infrastructure with pgvector embeddings, Voyage AI integration, tree chunking service, and semantic search over team's flow library - Phase 1: In-session copilot panel during flow navigation with contextual AI help, current step awareness, and suggested related flows - Phase 2: Standalone AI chat page with persistent conversation history, pin/delete, and configurable retention policies (account-level) Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add account management, email verification, AI fixes, and user guides - Profile settings, account transfer, delete/leave account flows - Email verification with JWT tokens and Resend integration - AI assistant/copilot fixes: markdown rendering, shared RAG helpers, token tracking, input refocus, model_validate usage - User guides hub + detail pages with 13 topic guides - Sidebar and top bar navigation for guides Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: prevent stale chunk errors after deployments - Set Cache-Control no-cache on index.html in nginx so browsers always fetch fresh chunk references after a deploy - Auto-reload on chunk load failures (stale deploy detection) with loop prevention via sessionStorage - Show friendly "App Updated" message if auto-reload doesn't resolve it Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add email verification toggle to admin settings Adds platform-level toggle to enable/disable email verification. When disabled, the verification banner is hidden and the send endpoint returns 403. 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
|
596153085a |
feat: add AI chat builder frontend — types, API client, store, components, page, routing
- TypeScript types for chat session, messages, and responses - API client module with all 6 endpoints - Zustand store with session management, message sending, tree generation, import, resume - 7 chat components: ChatMessage, ChatInput, ChatPanel, PhaseIndicator, ChatToolbar, EmptyPreview, StaticTreePreview - AIChatBuilderPage with split-panel layout (60% chat / 40% preview) - Route at /ai/chat with lazy loading - "Build with AI" button on TreeLibraryPage - Session resume via URL search params Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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chihlasm
|
29dc95e920 |
feat: add AI auto-fix UI — types, API client, ValidationSummary button, review modal, and TreeEditorPage wiring
- New ai-fix.ts types for request/response - fixTree() method on treesApi - "Fix with AI" button in ValidationSummary (shows for fixable errors) - AIFixReviewModal with per-fix apply/skip and apply-all - TreeEditorPage orchestrates the fix flow Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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chihlasm
|
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
|
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>
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chihlasm
|
ed4ab059bf |
feat: AI flow builder, visibility model, dashboard tabs, fork UI (#88)
- AI flow builder: scaffold → branch detail → assemble → review flow - Generate All one-click branch generation with stop/cancel - Regenerate scaffold suggestions button - 3-action review screen: Start Flow, Open in Editor, Build Another - Fix Publish button gated behind !isDirty - Fix visibility column enforcement in tree access filter - Add ?visibility filter and author_name to GET /trees - Dashboard tabbed flows: My Flows / My Team / Public / All - Create button in My Flows tab, window focus reload (stale data fix) - Fork UI with optional reason modal - Fix account_id nullability in User type and schema - Keep is_public and visibility in sync on updates Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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chihlasm
|
97cd297f46 |
feat: AI-assisted flow builder with 4-stage wizard (#87)
* feat: AI-assisted flow builder with 4-stage wizard Implements the complete AI flow builder feature using a guided 4-stage wizard (Foundation → Scaffold → Branch Detail → Review & Assemble). AI assists at bounded points using Claude Haiku for cost-efficient structured JSON generation (~$0.01-0.03/flow). Backend: new models (ai_conversations, ai_usage), Alembic migration, quota enforcement with billing anchor, Anthropic API integration with prompt caching, tree validation, conversation CRUD with 24h TTL, APScheduler cleanup job, 5 API endpoints, Pydantic schemas. Frontend: TypeScript types, API client, Zustand store for wizard state, 7 components (modal, step indicator, foundation form, branch selector, branch detail view, tree preview, quota display), MyTreesPage integration with "Build with AI" button (hidden when AI not configured). Tests: 14 validator unit tests + 11 endpoint integration tests with mocked Anthropic (zero real API spend). All 25 tests passing. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * docs: dashboard design doc and implementation plan Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: Phase 1 — pinnedFlowsStore, pagination hook, cached quota hook, sidebar refactor - Add pin() to pinnedFlowsApi - Create pinnedFlowsStore (Zustand) — single source of truth for pin state - Add dashboardMyFlowsView preference to userPreferencesStore - Create usePaginationParams hook (URL-synced) - Create useCachedQuota hook (5-min TTL) - Sidebar uses pinnedFlowsStore instead of local state Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: Phase 2 — pin/favorite buttons on all library view components - TreeGridView: star in top-right corner of cards - TreeListView: star at end of each row - TreeTableView: dedicated leftmost Favorite column - All with proper a11y (aria-label), event isolation, loading states Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: Phase 3 — Library page create dropdown + AI Builder + pin wiring - Replace single Create link with dropdown menu (3 flow types + AI Builder) - Wire pinnedFlowsStore to all view components - AI Builder modal integration via useCachedQuota hook Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: Phase 4 — Dashboard refactor with Favorites grid + paginated My Flows - Favorites section: compact grid from pinnedFlowsStore, max 2 rows, expandable - My Flows: author_id filter, URL-synced pagination (10/25/50/All) - View toggle (grid/list/table) with independent preference - Skeleton loaders, empty states with CTAs - Create dropdown with AI Builder option - 500-item ceiling for "Show All" mode Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: Phase 5 — Sidebar pinned section dual collapse + show more/less - Header collapse hides entire section, resets to 5 items on re-expand - List truncation: show first 5, "Show more (N)" expands to all - Clicking a flow auto-collapses back to 5 - Smooth max-height CSS transition (250ms ease-out) Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: stabilize usePaginationParams to prevent infinite re-render loop allowedPageSizes array was recreated every render as a useMemo dep, causing infinite updates. Use useRef to stabilize the reference. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: remove Set-based Zustand selectors causing infinite re-render loop Zustand selectors returning new Set() on every call fail Object.is equality check, triggering continuous re-renders. Replaced with useMemo-derived Sets in consuming components. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: pin route ordering and star icon overlap in grid view Move GET /pinned and PATCH /pinned/reorder before GET /{tree_id} to prevent FastAPI from matching "pinned" as a UUID path parameter (422). Relocate star button from absolute positioning into the header row to avoid overlapping privacy icons and category badges. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: code review fixes — date calc, input validation, rate limits, shared components - Fix monthly_reset_at crash when billing anchor day exceeds next month's length - Add environment_tags sanitization (max 20 tags, 100 chars each) to prevent prompt injection - Add @limiter.limit("10/minute") rate limiting to all AI endpoints - Use getTreeNavigatePath() routing helper instead of hardcoded paths - Extract shared CreateFlowDropdown component from QuickStartPage and TreeLibraryPage - Clear useCachedQuota on logout to prevent stale data across user sessions - Add useRef guard to scaffold useEffect to prevent potential double-fire - Use node.id as React key instead of array index in BranchDetailView - Remove redundant dead logic in ai_tree_validator Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: correct Anthropic model ID to full dated version claude-haiku-4-5 is not a valid model alias — Anthropic requires the full dated model ID claude-haiku-4-5-20251001. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: strip markdown code fences from AI JSON responses Haiku sometimes wraps its JSON in ```json ... ``` despite the prompt instructing otherwise. Strip fences before parsing to avoid JSONDecodeError at char 0. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: increase branch_detail max_tokens to 8192 and add response logging Truncated output at 4096 tokens produces invalid JSON mid-generation. Also logs stop_reason and output_tokens per attempt to diagnose failures. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: pass explicit status='draft' when creating AI-generated flow Tree model defaults to 'published' in the DB schema, but passing status=None from the constructor overrides that default, causing a nullable=False violation and a 500 on save. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: auto-advance branch detail and pin navigation bar - Auto-advance to next undetailed branch after generation completes, using a useEffect that watches the count of detailed branches - Cap tree preview at max-h-48 with internal scroll so the nav bar is never pushed off screen - Make nav bar sticky bottom-0 with bg-card so it stays visible regardless of content height Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: increase branch retries to 3 and relax cross-reference validation on final attempt next_node_id mismatches are a common model hallucination that the retry prompt doesn't reliably fix. On the final (3rd) attempt, accept the branch with strict=False so only truly fatal errors (missing fields, dead ends, bad JSON) cause a hard failure. Cross-reference issues are minor and fixable in the tree editor. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: strengthen prompt to prevent next_node_id mismatches, keep strict validation Rather than lowering the validation bar, improve the system prompt: - Rule 6 now explicitly states next_node_id must match a direct child's id - Added rule 10: build tree bottom-up to avoid forward-reference errors - Corrective prompt now calls out the ID mismatch constraint specifically Reverts the strict=False fallback — flows must be correct before saving. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: persist branch viewing index in store to survive phase remounts Local useState resets to 0 every time phase transitions from 'generating' back to 'detailing', causing the view to snap back to branch 1. Move viewingIndex to store's currentBranchIndex (already existed) and advance it in generateBranchDetail after success. Component reads from store so remounts no longer lose position. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: correct publish validation to check title instead of action/solution fields The publish validator was checking for an 'action' field on action nodes and a 'solution' field on solution nodes, but the actual node schema (confirmed from seed data and frontend types) uses 'title'/'description'. This caused all AI-generated trees to fail publish validation. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: correct action node schema and improve AI flow quality - Fix action nodes to use next_node_id (not children) for continuation, matching how TreeNavigationPage.tsx navigates action nodes - Validator now requires next_node_id on all action nodes and flags missing ones as broken dead ends - Update _check_branch_termination: action nodes are not dead ends since they continue via next_node_id (validated separately) - Improve scaffold prompt: branch names must describe observable symptoms users can self-identify, not internal category names - Update branch_detail prompt with clearer action node schema, corrected few-shot example showing proper next_node_id on action nodes - Improve assemble_tree root question to be more user-facing Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * docs: add AI flow builder gotchas to CLAUDE.md (#23-25) - Action nodes use next_node_id (not children) for navigation - Anthropic model IDs require full dated version string - Claude API may wrap JSON in markdown fences Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: resolve CI lint errors and httpx dependency conflict - Fix httpx version conflict: requirements-dev.txt now uses >=0.27.0 to match requirements.txt - Extract CSAT helper functions to csatUtils.ts to fix react-refresh/only-export-components - Remove default export from admin/EmptyState.tsx shim (same rule) - Fix empty catch block in Modal.tsx (no-empty) - Add eslint-disable comments for intentional setState-in-effect patterns in FlowAnalyticsPanel, QuickLaunch, NodeEditorPanel, useCachedQuota, MyAnalyticsPage, TeamAnalyticsPage - Add eslint-disable comments for intentional _children destructure in NodeEditorPanel - Fix _parentId unused var in useTreeLayout.ts - Rewrite usePaginationParams.ts to avoid reading refs during render Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: update tests to match action node schema (next_node_id, not children) - Update _make_valid_tree() in test_ai_tree_validator to use next_node_id on action nodes (solution is a sibling, not a child) - Fix test_dead_end_action_node → test_dead_end_decision_node (action nodes don't have child-based dead ends; dead ends are decision nodes with no children) - Add test_action_missing_next_node_id for the new validation rule - Update BRANCH_DETAIL_JSON in test_ai_endpoints to use next_node_id pattern - Update test_draft_trees.py to use "title" field for action/solution nodes (tree_validation.py was updated this branch to require "title" not "action"/"solution") Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: update remaining tests and session_to_tree for title field rename - test_tree_validation.py: replace "action"/"solution" content fields with "title" - test_procedural_flows.py: update solution node fixtures to use "title" - test_save_session_as_tree.py: update fixtures and assertions for "title" field - session_to_tree.py: generate "title" instead of "action"/"solution" on converted nodes; fall back to legacy field names when reading from old tree snapshots for compatibility Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com> |
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chihlasm
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aef40078d0 |
fix: UX deep dive — 28 fixes across authoring, navigation, consistency, and cleanup (#86)
* fix: tree editor authoring blockers - scroll trap, form density, branching hint - Replace fixed viewport height with flex layout in NodeEditorPanel - Make footer sticky so Save/Cancel always reachable - Compact root node banner to single-line with InfoTip tooltip - Reduce resolution note from callout box to inline text - Add answer-first branching hint below options label Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: broken functionality - auth errors, toast logic, role update, routing, step library - Extract backend error detail in auth store login/register - Fix inverted 4xx toast logic and add 429 rate limit handling - Send account_role field to match backend schema in role update - Use type-aware routing for Repeat Last Session button - Add step library placeholder page and route, remove dot badge Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: navigation correctness - back buttons, exit dialog, dedup nav, redirects - Standardize all procedural back/exit paths to /trees (not /my-trees) - Add exit button with ConfirmDialog to procedural session top bar - Consolidate duplicate account links in sidebar and topbar - Auto-redirect non-owners to personal analytics - Add toast feedback before silent permission redirects in tree editor - Delete orphaned AdminCategoriesPage Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * refactor: shared components, ConfirmDialog migration, pinned flow fixes - Create shared Spinner component with sm/md/lg sizes - Migrate 13 page-level spinners to shared Spinner - Promote EmptyState to shared component, adopt in MyShares and SessionHistory - Replace window.confirm with ConfirmDialog in 3 files - Fix PinnedFlow.tree_type to include maintenance, update emoji display - Verify sidebar unpin handler already correct (no-op) Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: visual consistency - toasts, typography, focus rings, container padding - Remove richColors from Sonner toasts, limit stacking to 3 - Add font-heading to all page H1s (7 files) - Add font-label (Outfit) to TagBadges component - Fix focus ring tokens on analytics pages - Replace deprecated glass-stat with design system tokens - Standardize container padding on analytics pages Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: backend alignment - remove drafts toggle, clean dead code, truncation indicator - Remove non-functional drafts toggle and clean TreeFilters type - Fix AccountInvite type to match backend schema - Remove dead API methods: pinnedFlows.pin/reorder, trees.getSharedTree - Remove unused types: SessionListResponse, RatingCreate.is_verified_use - Add session list truncation indicator with size=51 lookahead Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: remove bg-black from PageLoader and RouteError, fix PageLoader height PageLoader used h-screen inside a grid cell, causing it to overflow. Changed to h-full so it fits within the main-content area. Removed bg-black from both PageLoader and RouteError in favor of theme-aware bg-background to prevent black flash during lazy loading. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: guard against Pydantic validation error objects in toast/error messages FastAPI returns `detail` as an array of objects for 422 validation errors, not a string. Passing these objects to toast.error() or rendering them in JSX crashes React with Error #31 ("Objects are not valid as a React child"). Now checks typeof detail === 'string' before using it. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: toast styling, node editor first-click, action node placeholder pattern 1. Toast fixes: Add theme="dark" to Sonner, use !important CSS overrides instead of zero-specificity :where() selectors, suppress noisy 4xx global toasts (pages handle their own errors) 2. Node editor first-click: Add node.type to draft initialization useEffect deps so draft resets when answer stub converts to real type 3. Action node redesign: Remove NodePicker dropdown, auto-create answer placeholder on save (matching decision node pattern). Users click the placeholder on canvas to choose type and fill in details. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: auto-seed test users when release command fails on PR envs The background seeder now creates users directly via DB if login fails, instead of silently aborting. This handles Railway PR environments where the releaseCommand may not execute properly. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: remove categories/tags from sidebar to prevent footer clipping Categories and Tags sections were pushing Feedback, Account, and Collapse off-screen when All Flows expanded its children. These filters already exist on the TreeLibraryPage, so the sidebar duplicates were removed. 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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47c2ee42c6 |
feat: add feedback API client
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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chihlasm
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8441a8dbaf |
feat: maintenance flows frontend foundation - types, API clients, sidebar, library filter
- Add maintenance.ts types: TargetEntry, TargetList, MaintenanceSchedule, BatchLaunch - Add targetListsApi and maintenanceSchedulesApi/batchLaunchApi clients - Extend TreeType union with 'maintenance' in tree.ts - Update getTreeNavigatePath/getTreeEditorPath in routing.ts for maintenance - Sidebar: track maintenance count and add Maintenance sub-nav item - TreeLibraryPage: add maintenance to typeFilter state, URL sync, and tab buttons - TreeGridView, TreeListView, TreeTableView: add amber Wrench maintenance badge Co-Authored-By: Claude Sonnet 4.5 <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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fa709faa60 |
feat: UI design system - sidebar layout, workspace system, and shell redesign (#77)
* feat: add workspace system and sidebar layout (UI design system Phase A+B) Backend: Workspace model, migration (036), schemas, CRUD API endpoints. Adds workspace_id to trees and categories, seeds 4 default workspaces per account, auto-assigns existing trees by tree_type. Frontend: Complete AppLayout rewrite from top-nav to CSS Grid shell with persistent sidebar + topbar. New components: WorkspaceSwitcher, NavItem, CategoryList, TagCloud, TopBar, Sidebar. Dashboard components: QuickStats, FiltersBar, SectionGroup, TreeListItem, SessionsPanel. WorkspaceStore with localStorage persistence. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add command palette search, dashboard rewrite, and shell height fixes (Phase C) - Add ⌘K command palette with debounced search across flows and sessions - Rewrite QuickStartPage as dashboard with stats, filters, sessions panel - Fix h-[calc(100vh-4rem)] → h-full across all pages for CSS Grid shell - Add active session count badge to sidebar Sessions nav item Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add sidebar collapse, category/tag filtering, and workspace CRUD (Phase D) - Sidebar collapse/expand toggle with icon-only rail mode (persisted) - Sidebar category/tag clicks navigate to /trees with URL params - TreeLibraryPage syncs filters from URL search params bidirectionally - Workspace create modal with icon picker and auto-slug generation - TopBar logo adapts to collapsed sidebar state Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add Quick Launch modal with actions and recent flows - Zap button opens Quick Launch with create/navigate shortcuts - Shows recent flows for quick session start - Keyboard navigation support (arrows + enter) Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add activity notifications panel with session feed - Bell icon shows dot indicator for recent activity - Dropdown panel shows recent sessions with status icons - Links to session detail and sessions list page Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: remove workspace system, add pinned flows and label renames Replace workspace system with pinned flows API (pin/unpin/list/reorder). Rename user-facing labels: Tree→Flow, Procedure→Project. Add sidebar nav sub-items for flow type filtering. Remove 11 workspace files, add migrations 037-038, clean all workspace references. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: collapsed sidebar layout scaling and toggle button size Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * refactor: migrate auth pages to new design system Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * refactor: migrate TreeLibraryPage to new design system Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * refactor: migrate session pages to new design system Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * refactor: migrate TreeEditorPage to new design system Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * refactor: migrate TreeNavigationPage to new design system Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * refactor: migrate session sharing components to new design system Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * chore: remove workspace dropdown animation (dead code) Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * refactor: migrate common components to new design system Migrate 15 components from monochrome glass-card design to purple gradient accent design system tokens (bg-card, border-border, text-foreground, bg-gradient-brand, etc.) Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * refactor: migrate procedural and step library components to new design system Migrate 10 components from monochrome glass-card design to purple gradient accent design system tokens. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * refactor: migrate admin pages and components to new design system Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * refactor: migrate remaining pages to new design system Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * refactor: migrate remaining components to new design system Migrates 38 files: tree-editor forms, session modals, step library, common components, library views, tree preview, and misc UI to use design tokens (bg-card, border-border, text-foreground, bg-accent, bg-gradient-brand) replacing old monochrome patterns. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: keep brand text visible on sidebar collapse, hide sub-items until hover - TopBar: always show "ResolutionFlow" text regardless of sidebar state - NavItem: sub-items (Troubleshooting, Projects) hidden by default, revealed on hover or when a child route is active 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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57f429f33b |
feat: session sharing frontend (#76)
* feat: add session sharing types, API client, and utilities Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add SessionTimeline and ActionMenu reusable components SessionTimeline extracts timeline/checklist rendering from SessionDetailPage into a reusable component for both authenticated and public session views. ActionMenu provides a dropdown action menu with keyboard/click-outside dismiss. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add ShareSessionModal and integrate into SessionDetailPage Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add Share Progress popover to TreeNavigationPage Replace the single "Copy for Ticket" button with a "Share Progress" popover that offers three actions: Copy Progress Summary (existing PSA export flow), Copy Share Link (auto-creates account-only share if needed), and Manage Share Links (opens ShareSessionModal). Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add public SharedSessionPage with tree preview Add the public-facing shared session page at /share/:shareToken that renders shared sessions without authentication. Includes error handling for 401 (redirect to login), 403 (access denied), 404 (not found), and 410 (expired). The page features a minimal header, session metadata, SessionTimeline component, and a new SharedSessionTreePreview component that renders the decision tree structure with the path taken highlighted. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add My Shares management page with nav link Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: address code review issues in session sharing - Add useCallback for loadShares in ShareSessionModal (React hook deps) - Use TreeStructure type instead of Record<string, unknown> for type safety - Fix login redirect format to match LoginPage's expected state shape Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * test: add focused tests for session sharing utilities and API Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: resolve tree_structure type compatibility for shared session views - Use TreeStructure & Record<string, unknown> intersection for JSONB flexibility - Add explicit cast in SharedSessionTreePreview for recursive node rendering Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * docs: add session sharing learnings to CLAUDE.md Add gotchas #12 (TreeStructure vs Tree types) and #13 (login redirect state format), note about npm run build strictness, and public route pattern to Common Tasks. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: procedural editor UX improvements Add URL intake field type, fix variable name editing collapsing fields (index-based keys/updates), auto-generate variable names by field type, add section header as first-class step type, and simplify step editor with "More Options" collapsible for advanced fields. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: allow section_header step type in validation, improve tag input - Add 'section_header' to VALID_STEP_TYPES in backend validation so procedural flows with section headers can be published - Replace procedural editor's inline tag input with TagInput component (supports autocomplete, Tab, comma, semicolon, and paste splitting) - Add semicolon delimiter support to TagInput component Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: add type-aware routing for procedural flows Centralizes tree navigation routing via getTreeNavigatePath helper. Fixes all pages to route procedural sessions to /flows/:id/navigate instead of /trees/:id/navigate. Adds safety redirect in troubleshooting navigator and resume support in procedural navigator. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: remove unused index prop from IntakeFieldEditor 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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303570ca2c |
feat: add sensitive data redaction to export (Phase C)
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> |
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chihlasm
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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> |
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chihlasm
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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> |
