- 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>
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>
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>
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>
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>
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>
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>
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>
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>
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>
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>
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>
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>
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>
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>
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>
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>
- 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>
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>
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>
* 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>
Comprehensive design for ConnectWise PSA integration covering
credential management, service ticket integration, session-to-ticket
notes, and callback webhooks.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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>
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>
The commit endpoint returns {message, validation_errors} when
validation fails, but the error handler was passing the whole object
to toast.error(), crashing React with "Objects are not valid as a
React child".
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
AI-generated trees can have circular next_node_id references (e.g.,
node A → B → A). The parent mapping now checks for cycles before
assigning parent_node_id, preventing FK deadlocks during insert.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Nodes with parent_node_id references were inserted in a single batch,
causing FK violations when children were inserted before their parents.
Now inserts roots first, flushes, then children in subsequent passes.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Moved md from Phase 2 extensions to allowed formats, added extraction
handler (reuses txt handler), and updated plan_limits defaults to
include md for all plans.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
The uploader should know their content type — auto-detection adds
complexity and currently just defaults to troubleshooting anyway.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
_build_flow_context() was reading node.get('content') which was only
present on old KB-imported steps. Now falls back through title →
question → description → content → label so all node types (decision,
action, solution, procedural step) show correctly in the copilot context.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Steps built by _build_procedural_tree() were stored under the "content"
key but StepDetail.tsx reads "description". Renamed the key so step
text and commands display correctly during session execution.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- _build_procedural_tree now maps AI node types (step, action, warning) to
valid procedural types (procedure_step, section_header, procedure_end)
- Generates 'title' field from content text — fixes "Unnamed step" in editor
- Auto-appends procedure_end step if AI didn't generate one
- Adds procedural validation gate at commit endpoint (same as troubleshooting)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
RouteError already handled stale chunk errors, but the Sentry ErrorBoundary
didn't — so errors from React lazy() imports hit the generic error UI.
Now auto-reloads with loop prevention (10s cooldown via sessionStorage).
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
The StaggerList wrapper creates per-item stacking contexts via CSS animation,
causing the absolute-positioned close popover to render behind sibling cards.
Replace StaggerList with inline stagger-item rendering so we can apply z-50
directly to the stagger-item wrapper when its popover is open.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
