dba0605cec8c7c3e4c3b38375060bf2201afdfd7
22 Commits
| Author | SHA1 | Message | Date | |
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chihlasm
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042a12b190 |
feat: add landing page with beta signup + raise KB node limit to 100
Landing page at /landing with full marketing content: hero, features, pricing, testimonials, and beta email signup form. Beta signups email beta@resolutionflow.com via new public endpoint. Unauthenticated users redirect to landing instead of login. Also raises KB Accelerator node limit from 50 to 100 to accommodate dense troubleshooting articles. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Michael Chihlas
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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
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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>
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Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
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chihlasm
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74e1dcfccf |
feat: add admin survey invite CRUD endpoints
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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chihlasm
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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
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ef96b1a12f |
feat: add AI chat builder endpoints and update quota service
6 endpoints: create session, send message, get session, generate tree, import to editor, abandon. Quota service daily limit updated to include chat builder generation types. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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chihlasm
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b3925150d7 |
feat: add POST /ai/fix-tree endpoint for AI-powered validation fixes
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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chihlasm
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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
|
72e801eca6 |
feat: add POST /feedback endpoint with DB persistence and dual emails
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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chihlasm
|
25cc16da3a |
feat: add maintenance_schedules table, schema, and CRUD endpoints
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com> |
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chihlasm
|
0c2d4ba685 |
feat: add target_lists table, schema, and CRUD endpoints
Introduces the TargetList model (team-scoped JSONB target arrays), Pydantic schemas, and full CRUD REST API at /target-lists/. Includes Alembic migration and 5 integration tests (TDD). Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com> |
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chihlasm
|
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
|
eac6e184ec |
feat: add dual-mode tree editor with Code Mode, variables, and markdown sync
Implements the full dual-mode tree editor (Plan Phases 1-5): Backend: - JSONB↔Markdown bidirectional serializer/parser with mistune - Markdown validator with line/column error reporting - 3 API endpoints: export-markdown, import-markdown, validate-markdown - Variable extraction/resolution service ([USER_INPUT], [VAR], [SAVE_AS]) - Session variables JSONB column (migration 028) - 39 tree markdown tests + variable service tests (403 total passing) Frontend: - Monaco-based Code Mode with custom Monarch tokenizer and dark theme - Autocomplete for @node_id refs, type values, variable names - Debounced validation (800ms) with inline Monaco error markers - Syntax help panel (absolute overlay, toggleable) - Starter template for new trees with valid cross-references - Bidirectional metadata sync (name/description/category/tags frontmatter) - Synchronous tree→markdown serializer (fixes async race condition) - Pre-save validation blocks save on broken refs or missing tree name - Mode-aware undo/redo: Monaco native in Code Mode, throttled zundo in Flow Mode - Variable prompt modal and frontend resolver for session navigation Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Michael Chihlas
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b570f8415f |
feat: implement full admin panel with dashboard, user management, and platform settings
Adds complete super_admin panel with 9 pages and account owner categories page. Backend includes 5 new DB tables, ~25 API endpoints, settings manager with in-memory cache, and 29 integration tests. Frontend includes reusable admin components (DataTable, Pagination, ActionMenu, etc.) with code-split lazy loading. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Michael Chihlas
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c7b2c59ef6 |
feat: implement tree sharing, draft trees, and session-to-tree conversion (Issues #16, #25, #17)
Backend features: - Tree sharing via secure tokens with expiration (Issue #16) - Draft tree status with conditional validation (Issue #25) - Save session as custom tree with fork tracking (Issue #17) - Tree validation system for publish requirements - Session-to-tree conversion preserving custom steps Database migrations: - 024: Tree sharing (tree_shares table, visibility field) - 025: Tree status field (draft/published) - 25b: Merge migration for indexes New endpoints: - POST /api/v1/trees/{id}/share - Generate share token - GET /api/v1/shared/{token} - Public tree access - POST /api/v1/trees/{id}/can-publish - Validate tree - POST /api/v1/sessions/{id}/save-as-tree - Convert session Test coverage: - 20 tests for draft trees functionality - 14 tests for session-to-tree conversion - 15 tests for tree sharing Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com> |
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Michael Chihlas
|
ffb14cd014 |
feat: add tree forking, custom step tracking, and session sharing
Implement three foundational schema features from the design doc: - Tree forking with lineage tracking (migration 022): parent_tree_id, root_tree_id, fork_depth columns with self-referential FKs and composite analytics index - Custom step enhancement: CustomStepSchema with source tracking (ad-hoc, step-library, forked-tree) for backward-compatible JSONB - Session sharing (migration 023): session_shares and session_share_views tables with account-scoped visibility, cryptographic tokens, view tracking, and allow_public_shares account policy Includes 21 new integration tests (9 forking, 12 sharing), SaaS consultant-recommended denormalizations, rate limiting on public share access, and test fixture fix for invite code requirement. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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chihlasm
|
e0089a9c5a |
feat: update all endpoints and schemas for account-based model
Replace team_id with account_id across all API endpoints (trees, categories, tags, steps, step_categories, admin, auth). Add new accounts and webhooks endpoints. Registration now atomically creates Account + Subscription, with account_invite_code bypassing the platform invite gate. Schemas updated for account_id/account_role. 82 tests passing including 18 new tests for accounts, subscriptions, and permissions. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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chihlasm
|
71ba0b95a5 |
fix: high-severity security hardening (Phase B permissions audit)
Phase B addresses 7 high-severity gaps from the permissions audit: - B1: Enforce tree access check on session start via can_access_tree - B2: Replace all inline permission helpers with centralized permissions.py - B3: Fix require_engineer_or_admin to check is_team_admin before role - B4: Add is_active field on User with enforcement in get_current_active_user - B5: Add admin user management endpoints (list, get, role, team-admin, deactivate, activate) - B6: Add rate limiting on auth/invite endpoints via slowapi (disabled in DEBUG) - B7: Implement refresh token rotation with JTI-based revocation and meaningful logout Also reduces access token TTL from 15 to 5 minutes and updates CLAUDE.md with SaaS/MSP context for future planning sessions. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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chihlasm
|
7803dc4522 |
Add step library foundation and user preferences (#24)
## Summary Implements Phase 2.5 Step Library Foundation: ### Issues Completed - #3 User Preferences - export format default setting - #5 Step Categories - database table and seed data - #6 Step Library - database schema and migrations - #7 Step Library - CRUD API endpoints - #8 Step Library - rating and review system ### Changes **Backend:** - Migration 007: step_categories table with 10 seeded global categories - Migration 008: step_library, step_ratings, step_usage_log tables - Full CRUD API for step categories (/api/v1/step-categories) - Full CRUD API for step library (/api/v1/steps) with search, filters, ratings - CORS support for Railway PR environments (ALLOW_RAILWAY_ORIGINS) **Frontend:** - User preferences store (Zustand + localStorage) - Settings page at /settings with export format dropdown - Default export format applied in SessionDetailPage ### Testing - Tested in Railway PR environment - Database seeded with 7 MSP troubleshooting trees - All API endpoints verified working |
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chihlasm
|
fafdaa50a5 |
Add tree organization system with categories, tags, and folders
Features: - Categories: Global and team-specific tree categorization (admin-managed) - Tags: Flexible tree tagging with autocomplete (author + admin) - User folders: Personal tree collections with subfolder support - Hierarchical structure (max 3 levels deep) - Right-click context menu for folder management - Cascade delete for subfolders - Filter trees by category, tags, and folder in library view Backend: - New models: Category, Tag, UserFolder with relationships - New API endpoints for categories, tags, and folders - Tree organization migrations (005, 006) Frontend: - FolderSidebar with hierarchical folder tree - FolderEditModal for create/edit with color picker - AddToFolderMenu for quick tree organization - TagInput with autocomplete and TagBadges display - Updated TreeMetadataForm and TreeLibraryPage Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com> |
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Michael Chihlas
|
20c4c40a1f |
Add invite code registration system for beta
Backend: - Add InviteCode model with single-use codes - Add invite API endpoints (create, list, revoke, validate) - Modify registration to require invite code when enabled - Add REQUIRE_INVITE_CODE config toggle (default: true) - Add Alembic migration for invite_codes table Frontend: - Add invite code field to registration page - Validate invite code on blur with visual feedback - Pass invite code to registration API Admins can generate invite codes via /api/docs (Swagger UI). Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com> |
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Michael Chihlas
|
52e8190211 |
Initial commit: Backend API Phase 1a complete
- FastAPI backend with JWT auth - PostgreSQL database schema - Trees and Sessions CRUD APIs - Export functionality (Markdown, Text, HTML) - Docker setup for local development - Alembic migrations |