Commit Graph

44 Commits

Author SHA1 Message Date
d3a9031e23 chore(session): bump keyboard hint contrast + drop redundant font-sans
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Two small ergonomic fixes after the impeccable pass:

- TaskLane keyboard hints (⏎ submit · ⇧⏎ newline) under each open input
  were rendered at text-muted-foreground/70, just shy of legible at a
  glance. Drop the /70 opacity modifier so they read at full muted weight
  on first look without becoming visually loud.

- 12 sites across the session screen had explicit font-sans utilities,
  but the body default is already IBM Plex Sans (via --font-sans in
  index.css and Tailwind v4's default-sans binding). None of the call
  sites sit inside a font-heading or font-mono cascade, so every
  font-sans there was a no-op. Drop them. ConcludeSessionModal also had
  three "text-xs font-sans text-xs" triplets — drop both the redundant
  font-sans and the doubled text-xs in one pass.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-01 16:50:09 -04:00
0156aae684 feat(session): impeccable session-screen pass + tasklane keyboard flow
Multi-step UX refactor of the assistant chat session screen, run via the
$impeccable skill. Heuristic score moved 24/40 → 33/40 (+9), with the biggest
gains on Aesthetic & Minimalist (1→3), Consistency & Standards (1→3), and
Recognition Rather Than Recall (2→4).

Distill — chat region:
- Remove the "Suggested checks" chip strip + selected-chip detail card; the
  TaskLane is the single canonical home for "what to do next"
- Add an inline Next steps · N pending cue above the latest action-bearing
  AI bubble (anchors attention without duplicating the lane's items)
- Link banner ↔ script-panel lifecycle: collapsing or dismissing the
  ProposalBanner now also hides the InlineNoTemplateDialog / TemplateMatchPanel
- Drop backdrop-blur on the handoff-context overlay (DESIGN-SYSTEM hard rule)

Quieter — drop decoration overshoot:
- Remove 3px side stripes on TaskLane done cards, all 6 ProposalBanner modes,
  WhatWeKnowItem fact rows
- Drop bg-gradient surfaces on WhatWeKnow + every ProposalBanner mode
- Drop 2px accent borderTop on the TaskLane header
- Replace bordered avatar boxes in banners with inline state-colored icons
- Each surface now uses a single decoration channel (top border + inline icon)

Layout:
- Header consolidates to Resolve + Escalate + ⋯ kebab; Context, New Ticket,
  Update Ticket, Pause now live behind the kebab on desktop, with feature
  parity in the existing mobile overflow menu
- Messages column anchors to max-w-3xl mx-auto to match the composer
- Chat bubbles drop from rounded-2xl to rounded-xl for vocabulary alignment

Typeset:
- Unify text sizing from 14 distinct sizes (with sub-pixel oddities and
  rem/px duplicates) to a 5-step scale: 10px / 11px / text-xs / 13px / text-sm

WhatWeKnow collapsible:
- Header is now a toggle; section body hides when collapsed
- Auto-collapses on first render when facts ≥ 5 so Questions / Diagnostic
  Checks stay above the fold
- Engineer's choice persists in sessionStorage per session and beats the
  auto-collapse heuristic on subsequent renders
- key=activeChatId on both render sites resets state cleanly across sessions

Polish:
- Split MessageCircleQuestion into Pencil (question Answer CTA, write
  affordance) + HelpCircle (per-check Explain toggle, universal help icon) —
  same icon for two different jobs was a discoverability bug
- Drop redundant text-xs from font-sans text-[0.625rem] / text-[0.6875rem]
  double-class definitions; the more-specific size always wins

TaskLane keyboard flow:
- Enter submits and auto-advances to the next pending task; Shift+Enter
  inserts a newline (consistent across question and action textareas — paste
  events don't fire keydown, so paste-then-Enter still works as expected)
- Esc cancels (same as the Cancel button)
- After the last pending task is submitted, focus moves to the Send Responses
  button so the engineer can fire the whole batch with one more keystroke
- Subtle hint row under each open input teaches the shortcut

Type-check, lint, and build all clean.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-01 16:22:50 -04:00
4d8b107121 wip(handoff): start issue cleanup plan sections 1 and 2
Co-Authored-By: Codex <noreply@openai.com>
2026-05-01 02:04:19 -04:00
db717b0b3f feat(escalations): magic-moment 3-option CTA + claim 500 fix
- HandoffContextScreen: 3-option layout (Continue/AI analysis/Own thing)
  with hasTaskLane, activeOptionKey, spinner/disabled states
- AssistantChatPage: wire up handleContinue, handleAIAnalysis, handleOwnThing
  handlers; chip detail expansion inline with copy-button fix; post-escalation
  redirect to dashboard on ConcludeSessionModal close
- TaskLane: fix async copy button (await + execCommand fallback + copiedKey
  visual feedback); whitespace-pre-wrap on command blocks
- Fix 500 on claim: Pydantic v2 model_validate() + model_copy(update={})
  (was passing update= kwarg directly which v2 rejects)
- HandoffResponse schema: handed_off_by_name field

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-30 00:05:02 -04:00
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 8914391 made activeChatId initialize from
   urlSessionId, the gate short-circuited fresh mounts and selectChat
   never fired. Symptom: senior picks up an escalation, lands on a blank
   chat surface with no conversation history and no sidebar entry. Fix
   also adds loadChats() in handleStartHere so the picked-up session
   appears in the sidebar (its escalated_to_id is null pre-claim, so
   listSessions doesn't return it until claim_session sets it).

2. config: bump ESCALATION_AI_ASSESSMENT_TIMEOUT_SECONDS 15s → 45s.
   Sonnet was hitting tail latency at 15s in the field, leaving the
   magic-moment placeholder permanent. Background-task architecture
   (e8ba74e) means this no longer blocks the user; it's just the budget
   before publishing has_assessment=false. NOTE: live test still shows
   assessment not populating — see HANDOFF for the consolidation plan
   that supersedes this.

3. Enter-to-submit: chat-input convention (Enter submits, Shift+Enter
   inserts newline) on the escalate-flow forms. RichTextInput gains an
   optional onSubmit prop; EscalateModal wires it to handleSubmit;
   ConcludeSessionModal gets the same handler on its plain textarea.

4. PendingEscalations: each row is now expandable. Click row body to
   reveal the engineer's escalation reason, step count on record,
   confidence tier, and PSA ticket number. Pick Up still clicks through
   directly. Single-expand-at-a-time keeps the dashboard compact.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-29 00:18:40 -04:00
e8ba74ed6d feat(escalations): distinguishable notifications, async AI, richer sidebar
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Three improvements driven by live wedge testing.

1) Notification title now includes a problem snippet and PSA ticket
   suffix when present:
     "Escalation from Jane · #12345: Outlook is failing to sync email…"
   Replaces the prior "Session escalated by Jane" copy that made every
   escalation from the same junior look identical in the bell panel.
   Snippet is trimmed to 70 chars with ellipsis. handoff_manager now
   passes psa_ticket_id through in the notify() payload so this works
   for both /escalate and /handoff entry points.

2) AI enrichment (assessment + enhanced escalation_package) moved to
   a FastAPI BackgroundTask. The escalating engineer no longer waits
   on 15-25s of Sonnet latency — handoff creation returns as soon as
   snapshot, status flip, dual-write, documentation, PSA push, and
   notify() are committed. enrich_escalation_async opens its own DB
   session, runs both AI calls, updates handoff.ai_assessment +
   session.escalation_package, commits, and publishes a new
   `handoff_assessment_ready` event on the escalation bus. Frontend
   doesn't yet listen for that event — the magic-moment screen still
   shows a placeholder ("AI assessment is still generating. Reopen
   this view in a few seconds…") which is honest about the state.
   Live polling / auto-refresh on the bus event is the natural next
   step.

3) ChatSidebar entries now surface the problem summary as a secondary
   line and tag PSA-linked sessions with a monospace #ticket badge plus
   an "Escalated" pill on in-transit sessions. ChatListItem grew
   problem_summary, psa_ticket_id, and status fields; loadChats
   populates them from listSessions. The user couldn't tell their own
   sessions apart in the sidebar because they all rendered as "New
   Chat" with no distinguishing detail — this fixes that for any
   session, escalated or not.

Test plan
- Backend full suite: 1103 passed in 255.85s with -n auto.
- Frontend tsc -b clean.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-28 00:34:32 -04:00
8582d24236 chore(pilot): remove deprecated SuggestedFix task-lane card
Superseded by ProposalBanner (Phase 8). The import was already removed
from AssistantChatPage in the previous commit; this deletes the orphaned
file itself and strips the now-unused suggestedFixSlot prop from
TaskLane's interface and both call sites.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-23 16:48:42 -04:00
8879f96fbf fix(pilot): drop sticky section headers in task lane
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Each lane section (What we know, Questions, Diagnostic Checks, Suggested
fix) had its own `position: sticky; top: 0` header. As the engineer
scrolled past a section, that section's header would pin until the
section's bottom edge cleared the viewport, producing an "orphaned"
label floating over unrelated content below. Headers now scroll with
their content — in a 340px-wide lane the affordance was negative value.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 16:01:14 -04:00
8a242f5db9 feat(pilot): Phase 7 — polish (loading/empty states, shortcuts, responsive drawer)
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- WhatWeKnow shows a "synthesizing" indicator + skeleton pulse while the
  chat cycle is in-flight; task-lane header mirrors the signal with a
  "thinking" pip so engineers know the AI is still working.
- Quiet-state hint when the lane is open (facts exist) but no open
  questions, checks, or active fix — keeps the surface from looking
  "finished" when the AI is about to follow up.
- Keyboard shortcuts: ⌘↵/Ctrl+↵ send in the composer (plain Enter still
  sends), ⌘G toggles the Script Generator panel for the active fix,
  `?` opens a new ShortcutsHelpOverlay listing all bindings. ⌘K palette
  was already wired in TopBar.
- Responsive: below 1200px the task lane collapses to a bottom drawer
  with a backdrop + a floating "Tasks ●" toggle button. TaskLane now
  takes a `variant: 'side' | 'drawer'` prop; drawer variant drops the
  resize handle and uses the shared slide-in-bottom animation.
- Build hygiene: fixed a pre-existing TS error in confirm-post error
  handling (duplicate `response` type keys) and an unused-import warning
  in TemplatizePrompt.

Verified: `npx tsc -b` and `npm run build` both clean against the dev
stack; Vite HMR applied each change without errors.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 14:19:44 -04:00
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>
2026-04-21 21:45:52 -04:00
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>
2026-04-21 21:13:44 -04:00
chihlasm
bd29f590a2 fix: set account_id on all Session constructors; fix 3 ESLint errors in CI
Backend: start_session, prepare_session, batch_launch_sessions all missing
account_id=current_user.account_id — Phase 1 NOT NULL constraint made these
500 in test suite (test_ratings.py fixture couldn't create sessions).

Frontend ESLint:
- TaskLane.tsx: suppress react-refresh/only-export-components for clearTaskState
- TeamSummary.tsx: init loading from isAccountOwner to avoid sync setState in effect
- ScriptBodyEditor.tsx: move lastValueRef.current assignment into useEffect

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 14:41:42 +00:00
chihlasm
290f2be2fd fix: resolve "sorry something went wrong" errors and show images in chat
Three fixes from beta tester session feedback:

1. MCP error handling (backend/app/services/assistant_chat_service.py)
   - The MCP Microsoft Learn integration was catching only BadRequestError.
     Any other error type (APIStatusError, APIConnectionError, timeout) from
     the external MCP server propagated as a 502, causing the generic error.
   - Now catches all Exception types when MCP is active and retries without
     MCP using the stable client.messages.create endpoint.

2. Frontend error UX (frontend/src/pages/AssistantChatPage.tsx)
   - catch {} was silently swallowing all errors and inserting a generic
     assistant message. Now: differentiates 429 (rate limit) vs 502/503
     (AI unavailable), removes the optimistic user message on failure,
     restores the failed message to the input so users can retry without
     retyping, and logs errors to console for debugging.

3. Image attachments visible in chat (frontend/src/components/assistant/ChatMessage.tsx)
   - Uploaded images were sent to the AI correctly but never shown in the
     chat thread. Now captures preview URLs before clearing pendingUploads
     and renders thumbnails above the user bubble, clickable to full size.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-07 13:09:16 +00:00
Michael Chihlas
f45b045943 refactor: resolve merge conflicts — combine main improvements with token normalization
- .gitignore: keep both graphify-out/ entries and main's .gitnexus entry
- ScriptCodeBlock/ScriptPreviewModal: take main's border-border and text-accent-text
  for filename labels; use neutral ghost style for Save button in ScriptCodeBlock;
  use bg-accent (normalized from bg-primary) for Save button in ScriptPreviewModal

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-06 20:23:36 -04:00
Michael Chihlas
cef853d7ea refactor: normalize FlowPilot/Assistant/ScriptBuilder to design system tokens
Replace hardcoded Tailwind color utilities with semantic CSS variable tokens
across 31 files in the FlowPilot, Assistant Chat, and Script Builder feature
communities — the areas graphify identified as design-system-free.

- text-blue-400 → text-accent, bg-blue-500/10 → bg-accent-dim, border-blue-500/20 → border-accent/20
- text-amber-400 → text-warning, bg-amber-400/10 → bg-warning-dim, border-l-amber-500 → border-l-warning
- text-rose-400/500 → text-danger, bg-rose-500/10 → bg-danger-dim
- text-emerald-400 → text-success, bg-emerald-500/10 → bg-success-dim, border-l-emerald-500 → border-l-success
- bg-white/[0.08] → bg-elevated (opacity hack → semantic surface token)
- bg-gradient-to-r from-blue-500 to-blue-400 → bg-accent (no gradient surfaces)
- bg-[#60a5fa] → bg-accent (hard-coded hex removed)

Also adds graphify-out/ to .gitignore.

Theme resilience: accent color has changed twice in 5 weeks. Semantic tokens
mean the next change is a 1-line edit in index.css, not 110 grep-and-replace.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-06 20:20:07 -04:00
chihlasm
8bd395a0c7 fix: resolve task lane stale state, partial submit, and closure bugs
- Import and call clearTaskState before updating questions/actions in
  handleSend and handleTaskSubmit so new AI tasks always replace stale
  sessionStorage cache instead of being overridden by it
- Include pending (not yet completed) tasks in the AI message on partial
  submit so the AI knows which tasks were left unanswered
- Fix stale closure in TaskLane saveTaskLane useEffect — use refs for
  questions/actions so the debounced backend save always uses current values
- Add responses field to pending_task_lane TypeScript type, removing the
  unsafe double-cast in selectChat
- Instruct the AI to re-surface incomplete tasks unless ≥75% confident
  the information is no longer needed

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-06 16:53:48 +00:00
chihlasm
56b3f877c1 fix: pre-landing and adversarial review fixes
- landing.css: hardcode --lp-btn to #60a5fa (lesson 104 — no var(--color-*) in landing.css)
- ScriptBuilderInput: suggestion chips now correctly disabled during generation
- ChatSidebar: wrapper onClick no longer fires onSelect while in confirming state
- SessionHistoryPage: fix loadMoreAiSessions race condition with generation counter;
  flow session tab auto-activates when URL params target flow session filters

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-30 04:38:33 +00:00
Michael Chihlas
37179096b0 refactor: assistant page — TaskLane UX + ChatSidebar improvements
TaskLane:
- Simplify action buttons: merge "Paste Result"/"Type Answer" into single
  primary button, make "Skip" icon-only (reduces decision points from 3→1)
- Strengthen done state: solid left-border success green + checkmark icon
  instead of faint tint that nearly disappears
- Boost progress bar: 3px→5px, better contrast colors, inline count label
- Differentiate from ChatSidebar: use bg-page instead of bg-sidebar,
  add accent top-border to signal "active workspace"
- Make skipped tasks clickable to un-skip (matching done→reopen pattern)
- Fix slide-in animation: add slide-in-from-right keyframe
- Fix duplicate style props, stray quote from replace_all
- Consolidate 6 grip dot divs to Array.from loop

ChatSidebar:
- Add inline delete confirmation ("Delete? Yes / No") instead of
  immediate destructive action
- Fix text-xs text-[0.625rem] double class conflict on Pinned header

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-29 17:47:58 -04:00
chihlasm
b75b4a3c10 fix: improve TaskLane section header readability
Change "Questions" and "Diagnostic Checks" headers from text-muted
(#4f5666, barely visible on sidebar) to text-muted-foreground (#848b9b).

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-29 16:44:28 +00:00
chihlasm
61c410e366 feat: replace orange-* Tailwind classes with blue-* equivalents
orange-400→blue-400, orange-500→blue-500, orange-600→blue-600
across ~21 component files.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-29 16:20:24 +00:00
chihlasm
d5122123c2 fix: preserve task lane answers across page reload and browser close
Two issues fixed:

1. TaskLane useEffect on [questions, actions] was resetting all tasks
   to pending with empty values, wiping restored user answers. Now
   checks sessionStorage for saved state before resetting.

2. selectChat was setting activeQuestions/activeActions before writing
   responses to sessionStorage, causing a race where TaskLane mounted
   with new props but empty sessionStorage. Now writes responses to
   sessionStorage first so TaskLane can restore them on prop change.

The backend saveTaskLane debounce (2s) persists responses to the DB,
and selectChat restores them via pending_task_lane.responses. This
chain now survives browser close.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-29 12:53:16 +00:00
chihlasm
bc6afbc90a fix: use status update API as fallback for resolve ticket notes
The non-streaming fallback used getDocumentation which relies on
session.steps — empty for chat sessions, producing only the bare
resolution_summary text. Switch fallback to generateStatusUpdate
which reads conversation_messages and generates proper context-aware
ticket notes for both chat and guided sessions.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-29 07:32:14 +00:00
chihlasm
2c8aca3951 feat: add status update generation to assistant chat
Wire StatusUpdateModal into AssistantChatPage with "Update" button in
the chat toolbar. Enhance ConcludeSessionModal pause/escalate outcomes
to offer ticket notes, client update, or email draft generation instead
of static messages.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-29 06:03:34 +00:00
chihlasm
5e04aad16f feat: two-phase resolve with streaming ticket notes generation
ConcludeSessionModal now resolves instantly (Phase 1) then streams
ticket notes via SSE (Phase 2), with skeleton loading and fallback.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-28 23:08:25 +00:00
chihlasm
c47b8d26e5 feat: replace task lane X with PanelRightClose icon
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-28 23:02:14 +00:00
chihlasm
80af408f2d feat: persist task lane user responses to backend
Add PUT /ai-sessions/{id}/task-lane endpoint that saves the full task
lane state (AI questions/actions + user's in-progress responses) to
the pending_task_lane JSONB column. TaskLane debounce-saves to the
backend every 2s after changes. On session load, user responses are
restored from the backend into sessionStorage so TaskLane picks them
up on mount. Users can now close the browser, come back later, and
find their task lane exactly where they left it.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-28 19:11:13 +00:00
chihlasm
e9f96474e0 feat: persist task lane state across reloads and session switches
TaskLane now saves user's in-progress answers (typed text, checked
items) to sessionStorage keyed by session ID. On reload or session
switch, the full task lane state restores — including partial work.

- TaskLane: saves tasks array to sessionStorage on every change,
  restores from sessionStorage on mount
- AssistantChatPage: saves task lane metadata (visibility, questions,
  actions, chatId) to sessionStorage, restores on mount
- Closing the task lane clears its sessionStorage entry

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-28 04:21:42 +00:00
chihlasm
6268aa3520 fix: task lane no longer self-hides on submit
TaskLane had `if (submitted) return null` which immediately hid the
component after submit, before the AI could respond. Now the parent
controls visibility: the lane stays visible during the AI call, then
either updates with new tasks or clears when the AI sends none.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-28 03:05:58 +00:00
chihlasm
6917d46132 fix: move eslint-disable comments to directly before setState calls
eslint-disable-next-line only covers the next line, not lines further
down. Moved the comments from before useEffect() to before the actual
setState call inside the effect body.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-27 16:10:36 +00:00
chihlasm
05f81d04df fix: resolve CI failures — SQLAlchemy mapper conflict and lint errors
- Add back_populates to SessionBranch.session ↔ AISession.branches
  to fix SQLAlchemy InvalidRequestError that broke all backend tests
- Remove unused 'tree' variable in command-palette.spec.ts
- Suppress setState-in-effect lint rule in TaskLane (intentional sync)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-27 11:51:18 +00:00
chihlasm
34b0f2ade9 fix: eliminate deprecated cyan, glass-border, and off-palette colors site-wide
- Replace all rgba(6,182,212,...) cyan focus borders and accents with
  rgba(249,115,22,...) ember orange across 21+ component files
- Remove all var(--glass-border) references (undefined variable) with
  var(--color-border-default) across 24 files
- Remove deprecated blur orbs and glass-morphism effects from
  SurveyPage, SurveyThankYouPage, and LoginPage
- Migrate landing.css from hardcoded hex to CSS custom properties
  (~97 replacements for single-source theming)
- Fix off-palette grays in FlowPilotAnalyticsPage chart styling
  (#8891a0 → #848b9b, #18191f → var(--color-bg-card))
- Update stale comments: "cyan brand" → "accent brand" in GlowEdge,
  "gradient cyan square" → "gradient orange square" in BrandLogo
- Rename glow-cyan SVG filter ID to glow-accent
- Fix category color comment: "cyan" → "deep orange"

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-27 05:42:08 +00:00
chihlasm
3c0a29115c feat: AI marker system prompt fixes, TaskLane activation, and FlowPilot updates
- Fix system prompt to ensure [QUESTIONS]/[ACTIONS] markers in AI responses
- Add format reminder injection to user messages for marker compliance
- Wire TaskLane activation in prefill and resume paths
- Add ActionCardGroup component for structured question/action rendering
- Update FlowPilot session and step card components
- Update ai-session schemas and types for marker data

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-26 19:57:39 +00:00
chihlasm
ca60b77d9a feat: collapsible chat sidebar with top bar mode
Sidebar collapses to a horizontal top bar with "New" and "History"
buttons plus active chat title. Persists to localStorage. Fixes
layout nesting so TaskLane renders correctly when sidebar is collapsed.
Also removes chat input separator line.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-26 19:53:18 +00:00
chihlasm
56aaa276ee fix: remove unused imports for clean production build
Remove unused Wrench import from TaskLane, unused BranchMap import
and handleBranchSwitch from AssistantChatPage.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-26 17:09:14 +00:00
chihlasm
0983c1ac9e feat: TaskLane partial submit, edit done cards, preview, and resize
- Enable submit when at least 1 item is answered (not all required)
- Dynamic label: "Send 2 of 6 Responses" vs "Send All Responses"
- Done cards are clickable to reopen for editing
- Collapsible preview shows formatted message before sending
- Resizable via left-edge grip handle, width persists to localStorage

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-26 17:05:36 +00:00
72678e7f26 feat: rich input for assistant chat — paste, drag-drop, attach, logs
Upgraded AssistantChatPage input from basic textarea to ChatGPT-style:
- Paste images (Ctrl+V) with thumbnail previews
- Drag-and-drop files with drop zone overlay
- Attach button for images, logs, docs, PDFs
- Expandable "Paste Logs" section for raw error output
- Conclude session button moved into toolbar row
- Auto-growing textarea
- Replaced all glass-border dividers with border-border/border-default

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-23 13:28:19 +00:00
701ae7c7e7 fix: assistant chat mobile layout — sidebar hidden, slide-out toggle
Chat sidebar was rendering side-by-side on mobile causing squished layout.
Now hidden on mobile with a "Chats" toggle button + "+ New" in a compact
header bar. Sidebar slides out as an overlay on mobile, auto-closes on
chat selection.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-23 09:34:45 +00:00
Michael Chihlas
303a558432 refactor: replace hardcoded hex values with Tailwind semantic tokens
3,200+ hardcoded color values replaced with CSS variable-backed
Tailwind classes (bg-card, text-foreground, border-border, etc.).
Enables light mode via CSS variable swap. Only syntax highlighting
colors and intentional one-offs remain hardcoded (~15 values).

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-22 04:34:35 -04:00
Michael Chihlas
123fc50af9 fix: replace all remaining old brand tokens (text-brand-dark, border-brand-border, bg-white opacity)
30 references to removed CSS variables: border-brand-border → border-[#1e2130],
text-brand-text-muted → text-[#4f5666], text-brand-dark → text-white,
bg-white/[0.04] → bg-[#191c25], hover:border-white/[0.12] → hover:border-[#2a2f3d].

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-22 04:27:46 -04:00
Michael Chihlas
d1a56f0529 refactor: migrate remaining components to Design System v4
111 files across 14 directories: common, tree-editor, kb-accelerator,
copilot, assistant, analytics, library, procedural, procedural-editor,
public, script-editor, ui, admin, step-library.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-22 02:18:15 -04:00
chihlasm
5095b0d8df refactor: adopt shared Input/Textarea components (#101)
* refactor: adopt shared Input/Textarea components across 15 files

Replace 42 raw <input>/<textarea> elements with <Input>/<Textarea>
from components/ui/. Consistent focus states, error handling, and
styling across all form fields.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* refactor: replace hardcoded rgba/hex colors with Tailwind tokens

- rgba(255,255,255,0.xx) → bg-white/[0.xx], border-white/[0.xx]
- rgba(6,182,212,0.3) → border-primary/30 (focus states)
- #0a0a0a → bg-background
- Inline style hex colors → var(--color-primary), var(--color-brand-gradient-to)
- 28 files updated, zero hardcoded rgba() patterns remaining

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add PageMeta to 16 pages for SEO and proper browser tab titles

Public pages (Login, Register, Forgot/Reset Password, Verify Email,
Survey Thank You) get descriptions for SEO. Authenticated pages
(Dashboard, Flow Library, My Flows, Session History, AI Assistant,
Account Settings, Step Library, My Shares, Feedback, Guides) get
proper tab titles.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add page transitions and staggered list animations

- ViewTransitionOutlet: wraps Outlet with fade-in-up animation keyed
  to route path. Sidebar/topbar stay still, only content area animates.
- StaggerList: reusable component that cascades children with
  incremental delay (50ms default). Pure CSS via @utility stagger-item.
- Applied stagger to TreeGridView, MyTreesPage cards, SessionHistoryPage.
- New stagger-fade-in keyframe in @theme block.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: ViewTransitionOutlet needs h-full for React Flow canvas

The wrapper div broke the height chain needed by TreeEditorPage's
h-full layout, causing React Flow canvas to collapse to zero height.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: main-content flex layout for tree editor + scrollable pages

Main content area is now flex-col so the ViewTransitionOutlet wrapper
gets an explicit computed height via flex-1 min-h-0. This makes h-full
resolve correctly in the tree editor (React Flow canvas) while still
allowing overflow-y-auto scrolling for normal pages.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: resolve ESLint errors in Button and Skeleton components

- Button: suppress react-refresh/only-export-components for buttonVariants re-export
- Skeleton: replace empty interface with type alias, replace Math.random() with static widths array

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add PageMeta, animation classes, and layout fixes to remaining pages

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-09 16:12:21 -04:00
chihlasm
d365c38b61 chore: Tailwind CSS v3 → v4 migration (#99)
* chore: run Tailwind v4 upgrade tool (Phase 1)

- Upgraded tailwindcss v3 → v4.2.1, postcss plugin to @tailwindcss/postcss
- Deleted tailwind.config.js, migrated theme to CSS @theme block in index.css
- Replaced @tailwind directives with @import 'tailwindcss'
- Added @custom-variant dark, @utility blocks for custom utilities
- Updated class names across 128 files (shadow-sm → shadow-xs, etc.)
- Removed autoprefixer (built into v4)
- Added migration plan doc

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* chore: switch from @tailwindcss/postcss to @tailwindcss/vite (Phase 2)

- Replaced @tailwindcss/postcss with @tailwindcss/vite plugin
- Deleted postcss.config.js (no longer needed)
- Tailwind now runs as a native Vite plugin for faster HMR

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* refactor: convert to OKLCH colors, move keyframes into @theme (Phase 3-4)

- Replaced all HSL color indirection with direct OKLCH values in @theme
- Moved all keyframes inside @theme block (v4 pattern)
- Eliminated hsl(var(--x)) double-indirection across 17 component files
- Replaced hsl() inline styles with var(--color-*) theme references
- Cleaned up redundant rdp-* utility blocks
- Fixed @custom-variant dark syntax to use :where()
- Added sidebar/glass/shadow vars as OKLCH in :root

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-07 22:10:44 -05:00
chihlasm
0fb1ef33a0 feat: AI chat conclusion + survey completion & management (#95)
* fix: increase assistant chat input height from 1 to 3 rows

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add Anthropic prompt caching to assistant chat

Cache the static system prompt and conversation history prefix across
turns, reducing input token costs by ~80% on multi-turn conversations.
RAG context is intentionally uncached since it changes per query.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add Microsoft Learn MCP integration + refine assistant system prompt

- Integrate Microsoft Learn MCP server via Anthropic's MCP connector
  for real-time documentation lookups (docs search, fetch, code samples)
- Refine system prompt: clear persona, structured answer guidelines,
  when to use RAG flows vs Microsoft Learn, guardrails against fabrication
- Add ENABLE_MCP_MICROSOFT_LEARN config toggle (default: True)
- Fix bugs from prior edit: wrong MCP URL, broken indentation, undefined
  usage/token variables, NOT_GIVEN for disabled MCP params
- Log MCP tool usage and cache performance

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: AI chat session conclusion + survey completion & management

AI Assistant - Conclude Session:
- 3-step modal: select outcome (resolved/escalated/paused), add notes, AI-generated summary
- AI generates structured ticket notes from conversation transcript (PSA-ready format)
- Copy to clipboard for pasting into ticketing systems
- "Resume in New Chat" for paused sessions (pre-loads context into new chat)
- Backend: POST /chats/{id}/conclude endpoint, conclusion_summary/outcome/concluded_at fields
- Migration 048: add conclusion fields to assistant_chats

Survey Completion Flow:
- Email-to-self option after submission (branded HTML email with formatted responses)
- Finish button navigates to /survey/thank-you page
- Thank you page with close-window message and feedback email callout
- Already-submitted state updated with same messaging
- Backend: POST /survey/email-copy public endpoint

Survey Admin Management:
- Read/unread indicators (cyan dot, bold name, auto-mark on expand)
- Unread count stat card
- Per-row context menu: mark read/unread, archive/unarchive, delete
- Bulk actions bar: select all, mark read/unread, archive, delete
- Show Archived toggle to filter archived responses
- Backend: 7 new admin endpoints (read, unread, archive, unarchive, delete, bulk)
- Migration 049: add is_read, archived_at to survey_responses

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: initialize VerifyEmailPage state from token to avoid setState in effect

Moves the no-token error case from useEffect into initial state to satisfy
the react-hooks/set-state-in-effect ESLint rule.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-05 22:43:02 -05:00
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>
2026-03-04 20:44:25 -05:00