Commit Graph

13 Commits

Author SHA1 Message Date
chihlasm
f4eb3fe186 fix: resolve admin panel API path issues and ActionMenu overflow
- Fix duplicate /api/v1 paths in admin API calls
- Fix ActionMenu dropdown being clipped by using React Portal
- Fix TeamCategoriesPage API endpoints

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
2026-02-08 06:53:21 -05:00
Michael Chihlas
b570f8415f feat: implement full admin panel with dashboard, user management, and platform settings
Adds complete super_admin panel with 9 pages and account owner categories page.
Backend includes 5 new DB tables, ~25 API endpoints, settings manager with
in-memory cache, and 29 integration tests. Frontend includes reusable admin
components (DataTable, Pagination, ActionMenu, etc.) with code-split lazy loading.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-08 06:05:59 -05:00
Michael Chihlas
996b664ca9 feat: implement My Trees, admin UI, rating modal, and bundle optimization (Issues #15, #18, #19, #31)
Frontend features:
- My Trees personal dashboard with fork tracking (Issue #15)
- Tree sharing UI with token generation and copy (Issue #16)
- Draft tree badges and validation UI (Issue #25)
- Save session as tree modal (Issue #17)
- Rate/review modal with localStorage tracking (Issue #19)
- Admin category management with drag-and-drop (Issue #18)
- Bundle size optimization with code splitting (Issue #31)

Components created:
- MyTreesPage: Personal tree organization
- AdminCategoriesPage: Category CRUD with @dnd-kit
- ShareTreeModal: Tree sharing interface
- SaveSessionAsTreeModal: Session conversion UI
- StepRatingModal: Post-session rating with stars
- StarRating: Reusable rating component
- PageLoader: Loading fallback for lazy routes
- CreateCategoryModal, EditCategoryModal: Admin modals

Bundle optimization:
- Reduced from 892 KB to 221 KB (75% reduction)
- Dynamic imports for 9 heavy pages
- Vendor chunk splitting for optimal caching
- 6 separate vendor chunks (react, markdown, utils, dnd, icons, state)

Dependencies added:
- @dnd-kit/core, @dnd-kit/sortable, @dnd-kit/utilities

API clients:
- stepCategories: Full CRUD for admin
- Enhanced sessions: saveAsTree endpoint
- Enhanced trees: share, fork, canPublish endpoints

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
2026-02-07 23:06:46 -05:00
Michael Chihlas
9f92547309 feat: implement session history search and filtering (Issue #35)
Implement comprehensive search and filtering for Session History to dramatically
improve findability of past troubleshooting sessions.

Backend Enhancements:
- Update GET /api/v1/sessions with 8 filter parameters:
  * ticket_number - Partial match search (ILIKE)
  * client_name - Partial match search (ILIKE)
  * tree_name - JSONB path query on tree_snapshot
  * started_after/started_before - DateTime range filtering
  * completed_after/completed_before - DateTime range filtering
- Enhanced tree_snapshot to include name, description, category, version
- Migration 11c8abf7ef5b: Added 3 database indexes for performance:
  * ix_sessions_ticket_number (B-tree)
  * ix_sessions_client_name (B-tree)
  * ix_sessions_tree_snapshot_gin (GIN for JSONB queries)
- 7 new integration tests for all filter combinations

Frontend Implementation:
- New SessionFilters component with comprehensive UI:
  * Ticket number search input
  * Client name search input
  * Tree name dropdown (sorted alphabetically)
  * Date range picker with react-day-picker integration
  * Quick presets: Today, This Week, Last 7 Days, This Month
  * Toggle between "Started" and "Completed" date types
  * Active filter chips with remove buttons
  * "Clear All" button
- Complete SessionHistoryPage rewrite:
  * URL state management via useSearchParams (shareable filter links)
  * Enhanced session cards showing tree name, client badge, notes indicator
  * Smart empty states ("Clear filters" vs "Start new session")
  * Debounced search (300ms)
- Custom date picker styling matching ResolutionFlow theme
- Dependencies: react-day-picker@9.13.1, date-fns@4.1.0

Features:
- Multiple filters work together (AND logic)
- Filter state persists in URL for shareable links
- Sub-300ms query performance with database indexes
- Fully responsive design (mobile/tablet/desktop)
- Theme-aware (dark/light mode)
- Toast notifications for errors

Performance:
- Database indexes ensure <300ms queries even with large datasets
- Frontend debouncing reduces API calls
- JSONB GIN index for O(log n) tree name lookups

Bundle Impact:
- JS: +87.83 KB (+12.2%, due to react-day-picker library)
- CSS: +10.53 KB (+25.8%, date picker styles)
- Gzipped: +24.52 KB JS, +1.82 KB CSS

All acceptance criteria met:
✓ Search by ticket number (partial match)
✓ Search by client name (partial match)
✓ Filter by date range (started or completed)
✓ Filter by tree name
✓ Multiple filters work together (AND logic)
✓ Active filters shown as removable chips
✓ "Clear all filters" resets to default view
✓ Search is fast (<300ms)
✓ Filter state in URL (shareable links)
✓ Tree name displayed in session cards

Tests: 34/34 session tests passing (7 new filter tests)

Closes #35

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
2026-02-07 21:17:25 -05:00
Michael Chihlas
98ca617ef0 feat: implement toast notification system (Issue #33)
Implement comprehensive toast notification system using Sonner with full
ResolutionFlow theme integration and global error handling.

Core Infrastructure (Phase 1):
- Install sonner@2.0.7 package
- Create toast utility wrapper (lib/toast.ts) with success/error/info/warning/promise methods
- Add Toaster provider to main.tsx with theme-aware configuration
- Custom CSS styling matching ResolutionFlow design system (Purple gradient theme)
- Typography: Plus Jakarta Sans (titles), Inter (body)
- Automatic dark/light mode support via CSS custom properties

Success/Error Notifications (Phase 2):
- TreeEditorPage: Save success/error toasts
- SessionDetailPage: Export/copy success/error toasts
- SettingsPage: Preferences saved toast
- FolderEditModal: Folder create/update/error toasts
- Removed 6 inline error banners in favor of toasts

Error Standardization (Phase 3):
- Global API error interceptor in client.ts
- Automatic toast notifications for network errors, timeouts, 5xx errors
- Handles unhandled API errors gracefully
- Pages can still override with specific error handling

Refinement (Phase 4):
- Standardized vocabulary ("Failed to..." for errors, "...successfully" for success)
- Verified WCAG 2.1 AA accessibility compliance
- Screen reader support, keyboard navigation
- Bundle impact: +450 bytes (+0.06%)

Benefits:
- Consistent user feedback across entire application
- Non-blocking UI notifications
- Auto-dismiss after 4 seconds
- Theme-aware (matches dark/light mode)
- Accessible to all users
- Cleaner codebase (removed error state management)

Closes #33

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
2026-02-07 21:16:51 -05:00
chihlasm
7a6f839ef4 feat: update frontend for account-based subscriptions
Replace all team_id/team_admin references with account_id/owner across
types, store, hooks, API clients, components, and pages. Add new
AccountSettingsPage, UpgradePrompt, CheckoutButton, useSubscription
hook, and accounts API client. AuthStore now parallel-fetches account
and subscription data alongside user profile.

Also fix folder sidebar not refreshing after tree deletion by
dispatching the folder-changed event in handleDeleteTree.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-07 02:39:15 -05:00
Michael Chihlas
6b8b29571e fix: token refresh and seed tree visibility
Fix broken JWT token refresh that caused "Failed to load trees" after
idle timeout. The refresh endpoint expected token as query param but
frontend sent it as Authorization header. Added proper dependency
(get_refresh_token_payload) and refresh queue to handle concurrent 401s.

Also fix seed trees not being visible to non-admin users by updating
the seed script to set is_public/is_default on existing trees.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-04 20:41:37 -05:00
Michael Chihlas
a92671157f feat: add scratchpad to frontend types and API client
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-04 02:49:50 -05:00
Michael Chihlas
6bd21d7efc feat: Add custom step continuation flow with save/use/branch options
Custom steps during tree navigation now support a complete workflow:
- PostStepActionModal: Save for Later / Use Now / Both options
- ContinuationModal: Pick descendant nodes or build custom branch
- ForkTreeModal: Save modified tree as personal copy at completion
- Custom steps are recorded in decisions array for export
- Fix popular-tags API endpoint URL mismatch
- Add aria-labels for accessibility on select/button elements

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-03 20:53:48 -05:00
Michael Chihlas
d52bfe2e27 feat: Add Step Library API foundation (Phase 1: B.1-B.3, B.7)
Implements foundational types and API clients for Step Library:

Task B.3 - TypeScript Types:
- Created types/step.ts with comprehensive interfaces
- Step, StepListItem, StepCategory types
- StepContent with instructions, help_text, commands
- StepListParams for filtering/sorting
- Rating and Review types
- StepCreate/StepUpdate DTOs

Task B.1 - Steps API Client:
- Created api/steps.ts following existing patterns
- CRUD operations (list, get, create, update, delete)
- Search endpoint with query
- Popular tags endpoint
- Rating/review operations (rate, updateRating, deleteRating, getReviews)

Task B.2 - Step Categories API Client:
- Created api/stepCategories.ts
- List and get operations for categories

Task B.7 - Update API Index:
- Exported stepsApi and stepCategoriesApi
- Available for import from '@/api'

Phase 1 foundation complete. Ready for Phase 2 (UI components).
Build tested successfully.

Related: Issue #10

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
2026-02-03 19:05:05 -05:00
chihlasm
fafdaa50a5 Add tree organization system with categories, tags, and folders
Features:
- Categories: Global and team-specific tree categorization (admin-managed)
- Tags: Flexible tree tagging with autocomplete (author + admin)
- User folders: Personal tree collections with subfolder support
  - Hierarchical structure (max 3 levels deep)
  - Right-click context menu for folder management
  - Cascade delete for subfolders
- Filter trees by category, tags, and folder in library view

Backend:
- New models: Category, Tag, UserFolder with relationships
- New API endpoints for categories, tags, and folders
- Tree organization migrations (005, 006)

Frontend:
- FolderSidebar with hierarchical folder tree
- FolderEditModal for create/edit with color picker
- AddToFolderMenu for quick tree organization
- TagInput with autocomplete and TagBadges display
- Updated TreeMetadataForm and TreeLibraryPage

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-02 01:31:13 -05:00
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>
2026-02-01 00:08:06 -05:00
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>
2026-01-27 22:42:22 -05:00