f1be3abcc5d1ccfa23cabaffc7ac69c24b13be7d
39 Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
| f1be3abcc5 |
feat: self-serve signup Phase 2 (frontend cutover) (#162)
Co-authored-by: Michael Chihlas <michael@resolutionflow.com> Co-committed-by: Michael Chihlas <michael@resolutionflow.com> |
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| f4606f073a |
feat(auth): add Google OAuth callback with oauth_identities linking
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com> |
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| f683bb5720 |
feat(billing): add /billing/checkout-session via BillingService
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com> |
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| 0d1b305619 |
fix(escalations): live-test fixes from QA bash
Bundles four fixes from the live debugging session: 1. AssistantChatPage: replace urlSessionId === activeChatId gate with a loadedChatIdsRef. After |
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| aca915b047 |
fix(escalations): bump assessment timeout, surface picked-up sessions in sidebar
Two field-reported issues from live wedge testing. ESCALATION_AI_ASSESSMENT_TIMEOUT_SECONDS bumped 5s → 15s. The 5s bound fired too aggressively against the Sonnet diagnostic assessment prompt; ~4-8s is typical but tail latency hits 12-14s. The fallback "Assessment unavailable — model didn't respond in time" placeholder was showing on the magic-moment screen for two consecutive escalations, which kills the demo. 15s keeps the click-path bounded but lets the typical case return real content. Real fix is async generation (kick off, persist when done, surface "still computing" with refresh) — captured as a follow-up; bumping the bound is the right call for the wedge demo. list_sessions now matches escalated_to_id == current_user.id alongside the existing user_id and escalation_package.picked_up_by clauses. The unified HandoffManager.claim_session sets escalated_to_id but doesn't write the legacy picked_up_by JSONB key, so picked-up sessions never showed in the senior's chat list — the senior would land on the session detail (active chat) but the sidebar showed only their other unrelated sessions. User reported this as "4 different versions of the session in the chat history section" — they were actually 4 unrelated empty sessions the senior owned, plus the picked-up session was just invisible. Backend tests still 94/94. Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com> |
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| 9bdd9959a8 |
fix(handoff): bound escalation assessment latency
Co-Authored-By: Codex <noreply@openai.com> |
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| fa61376303 |
feat(pilot): Phase 5 — inline Script Generator integration
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Wires the SuggestedFix card to an inline panel that handles both cases:
template-matched fixes open the Script Library generator with parameters
pre-filled from session context; un-matched fixes open the three-option
dialog (one_off / draft_template / build_template). The decision endpoint
records the path choice with side effects: draft_template persists a
draft_templates row via a Sonnet-driven TemplateExtractionService;
build_template returns a redirect to the Script Builder; one_off just
records the choice.
Backend:
- TemplateExtractionService: drafts a parameter schema from a concrete
rendered script. Conservative by default ("prefer fewer parameters").
Round-trip-validates that templated_body only references declared
parameters; missing-key mismatch falls back to the original script
with no params. LLM/parse failures fall back identically — the
engineer can still create a draft and refine in the post-resolve
prompt (Phase 6).
- /suggested-fixes/{fix_id}/decision side effects:
* one_off → returns rendered_script (engineer's edited version or the
fix's ai_drafted_script verbatim)
* draft_template → same + creates draft_templates row with extracted
params, returns draft_template_id
* build_template → returns redirect_path=/scripts/builder?from_session=
&fix= so the frontend can navigate to the builder pre-loaded
- 400 when a non-template fix has no ai_drafted_script (template-matched
fixes take the dedicated /scripts/generate path, not this endpoint).
- 12 tests: TemplateExtractionService parse + fallback paths, all four
decision branches, edited_script override, missing-script 400.
Frontend:
- src/components/pilot/script/{TemplateMatchPanel, NoTemplateDialog,
ParameterizationPreview}.tsx — inline panels rendered in the task
lane's bottom slot when the engineer clicks a SuggestedFix card.
- TemplateMatchPanel: loads template via /scripts/templates/{id},
pre-fills params from fix.ai_drafted_parameters with cyan "from
session" tags, generates via existing /scripts/generate (already
bumps state_version on ai_session_id from Phase 3). 404 falls back
with a clear message instead of erroring.
- NoTemplateDialog: shows the AI-drafted script with proposed parameter
values highlighted in amber via ParameterizationPreview; three option
cards with the middle (draft_template) flagged Recommended; inline
edit on the script body before deciding.
- SuggestedFix card now clickable: onActivate toggles the inline panel.
- AssistantChatPage: scriptPanelOpen state + handleScriptDecision that
navigates on build_template and toasts on the other paths. Active fix
changes auto-close the panel so engineers don't act on stale state.
- Cmd+K → "Open inline Script Generator" palette entry surfaces only on
/pilot/:id routes; fires a window event the chat page subscribes to.
No Resolve shortcut added per Section 14 decision (browser ⌘R conflict).
Verified 2026-04-22 against the dev stack:
- one_off / draft_template / build_template all return the right shape
with real Sonnet TemplateExtractionService for the draft path.
- Conservative extraction confirmed: cmdkey + Restart-Process script
yielded zero proposed parameters as intended.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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| 8fd2c1bac6 |
feat(pilot): Phase 4 — Resolve + Escalate PSA writebacks with status verification
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Wires the preview popover's Confirm & post action to ConnectWise (and,
via the provider pattern, any future PSA). Adds the parallel Escalate
flow with the handoff-oriented five-section markdown. Sessions without a
linked PSA ticket resolve/escalate locally — markdown stored, status
flipped, nothing posted externally.
Backend:
- EscalationPackageGeneratorService: Sonnet, five sections (Problem /
What we've confirmed / What we've tried / Current hypothesis /
Suggested next steps). Shares the preview_cache with a separate KIND
so Resolve and Escalate previews for the same state coexist.
- PSAWritebackService: post_resolution_note (RESOLUTION note type,
customer-visible), post_escalation_package (INTERNAL_ANALYSIS,
handoff for the next engineer only), transition_ticket_status with
mandatory re-fetch verification. PSAStatusVerificationError surfaces
loudly when CW silently rejects a status change — the
ConnectWise anti-pattern CLAUDE.md flags.
- Endpoints:
* POST /ai-sessions/{id}/escalation-package/preview
* POST /ai-sessions/{id}/resolution-note/post
* POST /ai-sessions/{id}/escalation-package/post
Outcomes: "resolved" / "escalated" with external_id + verified status,
"resolved_local" / "escalated_local" when no PSA linked.
- Target CW status IDs live in account_settings.preferences
(cw_resolved_status_id, cw_escalated_status_id). When unset, the post
proceeds without a status transition — response includes a
status_transition_skipped_reason rather than silently erroring.
- 7 tests: local-only path, PSA happy path with verified transition,
status verification failure → 502, skipped transition when
unconfigured, 409 on already-resolved re-post, escalate parallel path,
internal-analysis note type enforced.
Frontend:
- ResolutionNotePreview now kind-parameterized ('resolve' | 'escalate')
with inline edit + Confirm & post. Preview loads from the matching
backend endpoint; posting calls the matching endpoint; outcome toast
surfaces the verified CW status or the local-only result.
- AssistantChatPage: previewKind state replaces previewOpen; two toggle
buttons (Preview Resolve note / Escalate instead) in the lane's bottom
slot. handleConfirmPost dispatches by kind.
Verified 2026-04-22:
- Local-only Resolve + Escalate round-trip against the dev stack.
- Live Sonnet escalation-package preview; cache hit on repeat call
with no state change (separate cache kind from resolution-note).
- PSA post + status-verification paths covered by mocked-provider pytest
cases. Live CW round-trip pending a test CW instance.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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| 66e592096c |
feat(pilot): Phase 3 — Suggested fix tracking + Resolve preview with state_version cache
Adds the AI-proposed resolution path and the inline preview of the
markdown that will be posted to the customer ticket on Resolve. The
preview is keyed on (session_id, ai_sessions.state_version) so back-to-
back fetches against unchanged state hit an in-process cache instead
of paying for a Sonnet call.
Backend:
- preview_cache: in-process LRU keyed on (kind, session_id, state_version).
No TTL — state_version is the source of truth. Soft-cap 5000 entries.
- unified_chat_service: [SUGGEST_FIX] parser (last-block-wins, JSON
payload, confidence clamped 0-100), supersession persistence (sets
superseded_at on prior active row), atomic state_version bump.
- ResolutionNoteGeneratorService: pulls session, facts, active fix, and
redacted script_generations into a structured input bundle for Sonnet;
produces the four-section markdown (Problem / What we confirmed /
Root cause / Resolution). Sensitive script parameters redacted via
ScriptTemplateEngine.redact_sensitive driven by the template's
parameters_schema.
- /api/v1/ai-sessions/{id}/suggested-fixes/active — 200 with the active
fix or 404.
- /api/v1/ai-sessions/{id}/suggested-fixes/{fix_id}/decision — records
one_off / draft_template / build_template / dismissed; dismiss
supersedes; bumps state_version. 409 on dismissing an already-
superseded fix.
- /api/v1/ai-sessions/{id}/resolution-note/preview — generates or returns
cached markdown; from_cache flag in payload signals cache hit.
- scripts.py POST /generate now bumps state_version on the linked
ai_session_id when present (third source of preview-cache invalidation
per Section 5.5).
- ASSISTANT_SYSTEM_PROMPT documents [SUGGEST_FIX] (when to/not to emit,
format, supersession semantics).
- 12 tests covering the parser (well-formed, last-wins, malformed,
confidence clamping), supersession + state_version invariant, all
decision branches, preview cache hit-on-no-change + miss-after-write.
Frontend:
- src/components/pilot/sections/SuggestedFix.tsx — amber-accented card
with confidence badge; dismiss action wired to the decision endpoint.
- src/components/pilot/ResolutionNotePreview.tsx — popover with refresh,
loading state, cached/fresh indicator, ticket-ref display.
- src/api/sessionSuggestedFixes.ts — typed client; getActive normalizes
404 to null so callers don't have to special-case.
- TaskLane gains suggestedFixSlot + bottomSlot props (rendered after
Diagnostic Checks; bottomSlot anchors the Resolve action).
- AssistantChatPage: refreshSessionDerived helper batches fact + fix
refresh; fact mutations and chat sends both schedule a 500ms-debounced
preview refresh per the Section 5.5 spec.
Verified end-to-end against the dev stack with a real Sonnet call:
- /active 404 → fact create → preview generates four-section markdown
grounded only in provided facts → second preview call hits cache
(from_cache=true, no LLM call) → fact write 2 → cache miss, regenerates.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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| 625dba7548 |
feat(pilot): Phase 2 — What we know (facts) with stable task-lane IDs
Adds the load-bearing structural feature of the FlowPilot migration: a
"What we know" panel that holds confirmed facts for a session, fed by AI
[PROMOTE] markers and engineer-added notes. Facts feed the resolution
note preview (Phase 3) and survive across turns via stable UUIDs assigned
to pending_task_lane items.
Backend:
- FactSynthesisService: create/update/soft-delete facts with atomic
state_version bumps; LLM-backed synthesize_from_question/check on the
fact_synthesis (Haiku) action tier per Section 6.6.
- /api/v1/ai-sessions/{id}/facts CRUD + /facts/promote (proposed_text or
via synthesis). PATCH returns 403 for question/diagnostic_check facts
(edit the source item instead, Section 7.3).
- unified_chat_service: [PROMOTE] marker parser (JSON-block per Section
8.1 spec drift note), stable-UUID assignment for pending_task_lane
questions/actions preserved by exact text/label match across turns.
- ASSISTANT_SYSTEM_PROMPT: documents [PROMOTE] format, when to/not to
emit, hallucination guardrails, source_ref handling.
- 17 tests covering parser, stable IDs, service validation, CRUD,
editability rule, both promote modes, 422 null-synthesis path,
state_version invariant.
Frontend:
- src/components/pilot/sections/{WhatWeKnow,WhatWeKnowItem,AddNoteButton}
— green-gradient section above Questions, dashed-circle check, inline
edit/delete gated by the server's editable flag.
- TaskLane gains a whatWeKnowSlot prop (existing assistant/ folder kept
per the doc's "rename is opportunistic" guidance).
- AssistantChatPage fetches facts on selectChat and refetches after each
chat send (so [PROMOTE]-synthesized facts appear immediately); auto-
opens the lane when facts exist.
Verification: end-to-end smoke against the local docker stack confirms
all five endpoints (list/create/patch/delete/promote) plus the 403
editability rule. pytest suite verifies the same with mocked LLM. Live
[PROMOTE] flow remains untested until used in the UI — the marker shape
is covered by parser tests.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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chihlasm
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abd79bc763 |
feat: extract network map builder from PR 124 (#137)
* feat: add device_types table with system seed data Creates DeviceType SQLAlchemy model and migration 073 that provisions the device_types table with 28 system-seeded device types across 7 categories (network, compute, storage, cloud, endpoint, infrastructure, security). Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add network_diagrams table Create NetworkDiagram SQLAlchemy model with JSONB nodes/edges, team-scoped with client/asset metadata, and Alembic migration 074. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add Pydantic schemas for device types and network diagrams Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add device types CRUD router Adds GET/POST/PUT/DELETE endpoints at /device-types with team-scoped access. System types are read-only; custom types are scoped to the creating team. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add AI generation service for network diagrams Adds network_diagram_ai_service.py with generate_diagram() function that calls the AI provider to convert plain-English network descriptions into structured DiagramNode/DiagramEdge data. Registers the action in ACTION_MODEL_MAP as a standard-tier route. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add network diagrams CRUD + AI generate + export/import router Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add TypeScript types for network diagrams Adds all interfaces for network diagrams and device types including DiagramNode, DiagramEdge, DeviceProperties, NetworkDiagramResponse, AI generate request/response, import/export shapes, and list item types. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add frontend API clients for device types and network diagrams Adds deviceTypesApi (list, create, update, remove) and networkDiagramsApi (list, get, create, update, archive, duplicate, exportJson, importJson, aiGenerate, listClients) following the existing apiClient module pattern. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: add device registry, DeviceNode, ConnectionEdge for React Flow Creates the React Flow building blocks for the network diagram editor: device type registry with icon/color mappings, DeviceNode component with status indicators and connection handles, ConnectionEdge with per-type styling, and nodeTypes/edgeTypes registration maps. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add DeviceToolbar panel with search, categories, drag-drop, custom type creation Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add PropertiesPanel for node and edge property editing Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add AIAssistPanel with replace and merge modes Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add NetworkCanvas wrapper and DiagramHeader components Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add DiagramEditor page assembling all panels with auto-save and AI generation Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add Network Diagrams list page with search, client filter, import Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add Network Maps to sidebar navigation and router Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: resolve TypeScript errors in DeviceToolbar and DiagramEditor Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: resolve stale selection bug in network diagram PropertiesPanel Selection state now stores IDs and derives objects from live arrays, so edits in PropertiesPanel inputs reflect immediately. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add React Flow UI foundation components for network diagrams BaseNode (structured node shell with header/content/footer slots), BaseHandle (styled connection handle), LabeledHandle (handle with port label), NodeStatusIndicator (status border effect), NodeTooltip (hover details via NodeToolbar). Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add LabeledGroupNode and AnimatedSvgEdge components GroupNode for subnet/VLAN/site grouping with positioned label badge. AnimatedSvgEdge for traffic flow visualization with animated SVG shape along edge path. Both registered in type maps. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * refactor: DeviceNode uses BaseNode, BaseHandle, StatusIndicator, Tooltip Replaces hand-rolled node layout with composable React Flow UI components. Status is now a border effect instead of a dot. Hover tooltip shows hostname, IP, vendor, role, notes. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add grouping toolbar items and traffic flow toggle DeviceToolbar gets Subnet/VLAN/Site/DMZ grouping section with drag-drop. PropertiesPanel gets Show Traffic toggle that switches edges between connection and animated types. DiagramEditor handles both device and group node drops. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address code review findings for React Flow UI integration - Use screenToFlowPosition() for drop coordinates (fixes zoom/pan bug) - Remove duplicate selection border from DeviceNode (BaseNode handles it) - Add w-full to GroupNode for proper container sizing - Remove unused 'selected' destructuring from DeviceNode Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add ISP icon to network diagram device registry Globe icon with accent color, under cloud category. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: improve drag-and-drop feel in network diagram editor Grip icons on draggable toolbar items, press effect on drag start, dashed border overlay with 'Drop to add' text when dragging over canvas. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add ContextMenu component for network diagram editor Charcoal-styled context menu with action factories for node and canvas variants. Viewport-clamped positioning, auto-dismiss on click outside, escape, or scroll. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add useCanvasShortcuts hook for copy/paste/duplicate Keyboard shortcuts with preventDefault and input guard. Clipboard stores nodes with relative positions and edge indices. Paste computes canvas center via screenToFlowPosition. Duplicate offsets +30px. Supports both device and group nodes. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: wire context menu and keyboard shortcuts into diagram editor Right-click context menus for nodes (copy/duplicate/delete) and canvas (paste/select-all/fit-view). Right-click selects the node per spec. serializeNodes now handles group nodes correctly. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: context menu dismisses on pane click, ISP in toolbar Context menu now closes when clicking anywhere on the canvas via onPaneClick prop. ISP device added as built-in toolbar item under Internet section so it's always available without a database entry. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: backend code review fixes for network diagrams - Replace legacy Optional imports with modern str | None syntax - Type JSONB columns as Mapped[list[dict[str, Any]]] - Escape SQL LIKE wildcards (%, _) in diagram search - Type DiagramNode.position as Position(x, y) Pydantic model - Wrap AI response parsing in KeyError handler for clean 422 errors - Remove unused Optional/TYPE_CHECKING imports from schemas/models - Extract _get_available_slugs helper to DRY duplicate queries Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: network diagram editor UX — straight edges, snap-to-grid, ISP in Cloud, group resize - Straight edges: replace SmoothStepEdge with BaseEdge + getStraightPath so connections draw direct diagonal lines instead of orthogonal bent paths - Snap-to-grid: add snapToGrid/snapGrid=[20,20] to NetworkCanvas so nodes align consistently when dragged - ISP in Cloud: remove standalone "Internet" sidebar section, inject ISP into the Cloud category loop with search support and correct item count - Group node resize: add NodeResizer to GroupNode (subnet/VLAN/site/DMZ), handles visible when selected; dimensions saved/restored correctly on reload (also fixes group node load bug where type was always 'device') - DiagramNode type: add nodeType and style optional fields Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: network diagram team_id guard + multi-style edge routing Backend: - Guard create_diagram with 422 if current_user.team_id is None (prevents NOT NULL constraint crash for accounts not yet assigned to a team) - Add routing field to DiagramEdge schema (straight/curved/step) Frontend: - ConnectionEdge now supports straight (default), curved (bezier), and step (smooth-step) routing per-edge via routing field in edge data - PropertiesPanel Connection section gets a Line Style toggle: Straight | Curved | Step buttons, active state highlights in accent - handleEdgeUpdate and serializeEdges now propagate the routing field - DiagramEdge type gets optional routing field Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: network diagrams UX overhaul — icons, empty canvas, properties panel - Colorize: semantic category colors for all device types (network=blue, security=orange, compute=emerald, endpoint=amber, storage=violet, cloud=cyan, infra=steel); better icons (Router, ShieldAlert, Boxes, Package, Gauge, PlugZap, Video, Radio); MiniMap uses category colors - Onboard: centered AI generate prompt on empty canvas with 5 MSP-specific example chips, ⌘↵ shortcut, spinner; AIAssistPanel only shown with nodes - Arrange: properties panel — status badge grid at top, fields grouped into Network (IP/Subnet/VLAN) and Hardware (Hostname/Vendor/Model/Role) sections - Delight: segmented topology color bar on listing cards; backend returns category_counts via single extra query on list endpoint - Harden: real PNG export via html-to-image + getNodesBounds/getViewportForBounds - Polish: ChevronDown replaces unicode ▾, click-outside for client filter, consistent spinner in empty prompt Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * chore: drop changelog noise from network extraction * fix: align network map builder with account isolation * feat: add manual create option for network maps * feat: make manual network map creation easier to discover * fix(network-maps): address design critique — harden, normalize, clarify, polish - Archive: two-step inline confirm in card dropdown menu - Delete Device/Edge: two-step inline confirm in PropertiesPanel footer - Context menu Delete: floating confirm bar instead of immediate deletion - AI Generate New: two-step confirm when replacing existing diagram nodes - DiagramHeader: show 'Unsaved changes' in amber when isDirty and not saving - deviceRegistry: SECURITY_COLOR #f97316 → #f87171 (deprecated ember orange removed) - CanvasEmptyPrompt: remove backdrop-blur (design system violation) - CanvasEmptyPrompt: remove redundant 'Skip AI' bottom button (duplicate of Build manually card) - CanvasEmptyPrompt: rounded-xl/rounded-2xl → rounded-lg, border-2 → border - Topology bar: h-1 → h-2 + native tooltip with category breakdown - AIAssistPanel: replace pulse-dot loading with spinner (consistent with rest of feature) - ContextMenu: add shadow-lg (consistent with other dropdowns) - DeviceNode tooltip: Position.Bottom → Position.Top (avoids canvas-edge clipping) - CanvasEmptyPrompt: raise ⌘↵ hint from /50 opacity to full text-muted-foreground Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat(network-maps): bring to front / send to back layering for nodes Three entry points for z-index control: - Right-click context menu: Bring to Front / Send to Back with ] / [ shortcuts, separated by dividers from copy/delete groups - Properties panel: Layer row with Bring Front + Send Back buttons, tooltip shows keyboard shortcut - Keyboard: ] brings selected node(s) to front, [ sends to back (skips when input focused) Context menu also gains divider support (dividerBefore flag) for visual grouping. Layering handlers use max/min zIndex across all nodes so repeated presses always stack correctly. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: swap switch icon from Layers → Network (Lucide) Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: icon size picker (S/M/L) on device nodes Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: drag-to-resize device nodes + BrickWallFire for firewall - NodeResizer on DeviceNode (same pattern as group nodes); icon scales proportionally with node width, clamped 16–60px - Removes S/M/L static picker — resize is now direct manipulation - firewall: ShieldAlert → BrickWallFire Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * chore: trigger Railway rebuild Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: add missing hero_001.jpg to git (was untracked, broke Railway deploy) Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix: ShieldAlert still referenced in CATEGORY_DEFAULTS after icon swap Removed ShieldAlert from imports when swapping firewall icon to BrickWallFire but left it in CATEGORY_DEFAULTS — runtime crash, device toolbar empty. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix(network): proportional node resize with locked aspect ratio Nodes grew into rectangles because NodeResizer had no aspect ratio constraint, minWidth != minHeight, and icon/text only scaled from width. - DeviceNode: add keepAspectRatio + equal minWidth/minHeight (80×80), maxWidth/maxHeight (280×280), scale icon and label/IP font sizes from Math.min(width, height) so all content grows uniformly - DiagramEditor: set explicit 120×120 style on dropped device nodes so React Flow has a definite starting size for aspect ratio calculation - DiagramEditor: persist device node style (width/height) in serializeNodes and restore it on load so size survives save/reload Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * fix(lint): suppress ESLint errors in network diagram components Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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chihlasm
|
a5c5eb6cc3 |
fix: convert DATABASE_URL_SYNC from property to overridable field for Alembic superuser URL
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> |
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chihlasm
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acbfb3fb37 |
feat: add ADMIN_DATABASE_URL setting with fallback to DATABASE_URL
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> |
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Michael Chihlas
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28f8200b36 |
feat: add Script Builder service and API endpoints
- Script Builder service with language-specific system prompts (PowerShell, Bash, Python) - AI-powered script generation with code block extraction and filename detection - Context window management (last 20 messages) and session message limits - REST API: CRUD sessions, send messages, save to Script Library - Rate limiting on message endpoint (10/min), max 5 concurrent sessions per user - Registered script_build action in AI model tier routing (standard tier) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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| c7d602cfa5 |
feat(evidence): add S3 storage service and file_uploads model
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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| 2f18056fd1 |
feat: add security headers middleware with report-only CSP
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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|
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
|
e3a1e6fb75 |
feat: Sentry error monitoring for React frontend (#98)
* feat: add Sentry error monitoring, tracing, and session replay - Install @sentry/react and @sentry/vite-plugin - Create instrument.ts with error monitoring, browser tracing (20% prod), and session replay (10% sessions, 100% on errors) - Wire React 19 reactErrorHandler() on createRoot error hooks - Wrap router with wrapCreateBrowserRouterV7 for route-aware transactions - Configure sentryVitePlugin for source map uploads - Add VITE_SENTRY_DSN to .env.example Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add Sentry error monitoring and tracing to FastAPI backend - Install sentry-sdk[fastapi] with auto-enabled FastAPI + Anthropic integrations - Init before app = FastAPI() with env-aware sample rates (100% dev, 20% prod) - Filter /health endpoint from traces to reduce noise - Add SENTRY_DSN to config settings 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>
|
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|
Michael Chihlas
|
e4c5948fbd |
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> |
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|
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
|
be041d0d29 |
feat: add Gemini Flash config vars to Settings
Adds AI_PROVIDER, GOOGLE_AI_API_KEY, AI_MODEL_GEMINI, and AI_MODEL_ANTHROPIC config vars. Updates ai_enabled to check either provider key. 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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9462d8b15a |
feat: procedural editor redesign with collapsible sections and DnD (#84)
* docs: add procedural/maintenance editor redesign design Collapsible sections, fixed-height layout, drag-to-reorder steps, maintenance schedule section, and step list UX improvements. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * docs: add procedural editor redesign implementation plan 7 tasks across 7 phases: collapsible sections, fixed-height layout, step list improvements, drag-to-reorder, maintenance schedule section. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: restructure procedural editor with collapsible sections and fixed-height layout Convert scrolling document layout to fixed-height editor with accordion-mode collapsible sections for Details and Intake Form. Step list now gets all remaining height with independent scrolling. Add CollapsibleEditorSection component with ARIA attributes (aria-expanded, aria-controls). Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add step count with time estimate header and auto-scroll to new steps Remove outer card wrapper from StepList (now rendered in scrolling container). Header shows total estimated minutes when steps have time estimates. Auto-scrolls to newly added steps using ref + scrollIntoView. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add drag-to-reorder steps with @dnd-kit Wrap step list in DndContext + SortableContext. Each step/section header gets a SortableStepWrapper with useSortable. Drag handles have accessible labels and keyboard support. procedure_end stays non-draggable and always last. Expanded steps are disabled for dragging. Array-index reorder only. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add MaintenanceScheduleSection with schedule builder and summary Schedule draft state is local UI only (not in store). Hydrates form from existing schedule on load. Includes getScheduleSummary helper for collapsed section display. Two-stage save: tree first, schedule second. Schedule failure shows actionable error without rolling back tree save. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: wire maintenance schedule section into procedural editor Add collapsible Schedule section for maintenance flows with accordion integration. Schedule summary shows frequency, time, and target count when collapsed. New maintenance flows default to schedule section expanded. Two-stage save preserved: tree saved first, schedule managed independently. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: resolve lint issues in maintenance schedule and editor page Move getScheduleSummary to scheduleUtils.ts to satisfy react-refresh only-export-components rule. Add onScheduleLoaded to useEffect deps. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * docs: add design and implementation revision documents Revision docs correct original plans: schedule persistence via API endpoints (not tree_structure), array-index reorder (no display_order), store minimum-one-step invariant, accordion mode, ARIA requirements, and two-stage save orchestration with failure handling. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: auto-seed PR environments with SEED_ON_DEPLOY flag Release command now runs migrations + seeds test users when SEED_ON_DEPLOY=true. Tree seeding runs as a background task on startup via HTTP API. Everything is idempotent and non-fatal. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: add httpx to requirements for PR environment seeding Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: seed all flow types (v2, procedural, maintenance) on deploy Runs seed_trees, seed_trees_v2, seed_procedural_flows, and seed_maintenance_flows sequentially as background tasks when SEED_ON_DEPLOY=true. Each script failure is non-fatal. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * chore: trigger redeploy for full seed 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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dc93e96a20 |
feat: add FEEDBACK_EMAIL config setting
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Michael Chihlas
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50cb0fc7f0 |
feat: admin invite codes with plan assignment + user detail page
- Migration 030: add email, assigned_plan, trial_duration_days, email_sent_at
to invite_codes with CHECK constraints
- Resend email integration (graceful degradation when API key not set)
- Invite codes now support plan assignment (free/pro/team) and trial duration (1-90 days)
- Registration applies invite code plan/trial to new subscription
- Auto-downgrade expired trials on authenticated access
- Enriched GET /admin/users/{id} with account, subscription, sessions, audit logs
- New endpoints: PUT /admin/users/{id}/subscription/plan and extend-trial
- Frontend: enhanced invite codes page with email, plan, trial fields
- Frontend: new user detail page at /admin/users/:userId
- Fixed API path drift: /invite-codes -> /invites
- 11 new backend tests, 416 total passing
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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chihlasm
|
4ccb93ee31 |
feat: add account-based subscription model with migrations
Transition from team-based to account-based multi-tenancy (Free/Pro/Team). Migrations 016-020 create accounts, subscriptions, plan_limits, and account_invites tables, then migrate existing users and content FKs. New models: Account, Subscription, PlanLimits, AccountInvite. Updated models add account_id alongside existing team_id (coexistence for safe two-PR deployment). Permissions and deps refactored for account_role instead of is_team_admin. 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
|
3e0fb92012 |
fix: critical security hardening (Phase A permissions audit)
- Remove role field from UserCreate schema, hardcode 'engineer' at registration
- Escape all user content in HTML export with html.escape() (XSS fix)
- Add field_validator to reject default SECRET_KEY when DEBUG=False
- Add CHECK constraint on users.role ('engineer'|'viewer') + migration 011
- Fix test_admin fixture to properly grant is_super_admin via ORM
- Fix circular FK (users↔invite_codes) in test DB setup with DROP SCHEMA CASCADE
- Add 5 new security tests (role validation + XSS prevention)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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Michael Chihlas
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83df48291a |
feat: Complete backend and docs rebrand from Patherly to ResolutionFlow
Update APP_NAME, OpenAPI metadata, log messages, root endpoint response, model docstrings, seed script comments, README heading, and CLAUDE.md branding references. Frontend rebrand was completed in PR #26; this covers everything else. Co-Authored-By: Claude Opus 4.5 <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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Michael Chihlas
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2d99c52025 |
Add public/private visibility for trees
- Add is_public field to Tree model (private by default) - Update access control: users see default trees, public trees, or their own - Update all tree endpoints (list, search, get, categories) with new visibility logic - Default/system trees are automatically marked as public - Add migration 004 to add is_public column and update existing defaults - Fix pydantic settings to ignore extra env vars (DATABASE_URL_SYNC) Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com> |
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Michael Chihlas
|
7b0788712d |
Fix database migrations for Railway deployment
- Add InviteCode model import to alembic env.py - Derive DATABASE_URL_SYNC from DATABASE_URL as a property so it uses the same Railway-provided connection string 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
|
f6bc4b0e40 |
Add Railway deployment configuration
- Add Dockerfiles for backend (FastAPI) and frontend (nginx) - Add railway.toml configs with health checks - Add .dockerignore files for optimized builds - Update config.py to auto-convert Railway DATABASE_URL format - Add FRONTEND_URL env var for production CORS Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com> |
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Michael Chihlas
|
06cc83e3fe | Rebrand: Rename project from Apoklisis to Patherly | ||
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Michael Chihlas
|
cd10ecd42c |
Complete Phase 2: Frontend implementation with React + TypeScript
Frontend Features: - React 18 + Vite + TypeScript + Tailwind CSS + Zustand - JWT authentication with automatic token refresh - Tree library with search and category filtering - Full tree navigation (decision/action/solution nodes) - Session management with notes and completion - Session history with export (Markdown/Text/HTML) - ErrorBoundary for graceful error handling Backend Fixes: - CORS: Added port 5174 to allowed origins - Sessions: Fixed JSONB datetime serialization (mode='json') Documentation: - Updated PROGRESS.md with Phase 2 completion - Updated 03-DEVELOPMENT-ROADMAP.md with checked items - Added PHASE-2.5-PERSONAL-BRANCHING.md spec Seed Data: - Added backend/scripts/seed_data.py with Password Reset tree 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 |
