Commit Graph

200 Commits

Author SHA1 Message Date
241ea1e458 feat(evidence): add file upload/download API endpoints with tests
- POST /uploads: multipart upload with content-type/size validation, per-session limits, S3 storage
- GET /uploads/{id}/url: presigned download URL with account ownership check
- GET /uploads: list uploads for a session
- DELETE /uploads/{id}: delete with ownership enforcement (403 for non-owners)
- Returns 503 gracefully when STORAGE_ENDPOINT is not configured
- 15 integration tests covering auth, validation, 503 behavior, and ownership

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 03:22:52 +00:00
c7d602cfa5 feat(evidence): add S3 storage service and file_uploads model
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 03:15:37 +00:00
acf98d3a01 test(analytics): add PSA metrics endpoint tests — funnel, time entries, daily trend
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 01:06:30 +00:00
94fbb38f84 fix(analytics): fix 6 backend audit issues — domain matching, funnel counts, decimal casts, dead queries
- Issue 1: Normalize domain lookup to lowercase on both sides (flow category names and session problem_domain) to fix case-sensitive mismatch in coverage endpoint
- Issue 2: Count distinct ai_session_id (not PsaPostLog.id) in doc_pushed funnel step to avoid inflating counts on retried sessions
- Issue 3: Clamp recency_score to [0.0, 1.0] with min/max to handle negative days_since from future timestamps (clock skew/test data)
- Issue 4: Wrap func.sum(case(...)) results with int() in dashboard endpoint to handle Decimal returns from asyncpg
- Issue 5: Remove dead domain_flow_counts_result query (result fetched but never consumed) to eliminate unnecessary DB round-trip
- Issue 6: Replace select(Tree) with select(Tree.id, Tree.name, Tree.tree_type) in flow-quality endpoint to avoid loading large tree_structure JSONB column

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 00:36:30 +00:00
ae51e6e83c feat(analytics): wire flow usage tracking into session matching and resolution
- In `start_session`: increment `flow.usage_count` and set `flow.last_matched_at`
  when a flow is matched to a new session; errors are caught without blocking
- In `resolve_session`: recalculate `flow.success_rate` as (resolved / total)
  across all sessions ever matched to the flow after each resolution; errors
  are caught without blocking the session close

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 00:11:12 +00:00
a567d6d245 feat(analytics): add PSA activity logging and enhanced PSA metrics endpoint
- Log `note_posted` and `time_entry_posted` activities to `psa_activity_logs`
  after each successful PSA push in `psa_documentation_service.py`; errors
  are caught and logged without blocking the main push flow
- Add `PsaFunnel`, `PsaDailyTrend`, and `EnhancedPsaMetrics` Pydantic schemas
- Add `GET /analytics/flowpilot/psa-metrics?period=30d` endpoint (team_admin,
  rate-limited 15/min) returning time entry totals, push funnel
  (sessions → linked → doc pushed → time entry logged), and daily trend

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 00:11:07 +00:00
7ec626f45a feat(analytics): add coverage heatmap and flow quality scoring endpoints
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 00:08:09 +00:00
779b29dbc4 feat(analytics): add flow tracking columns and psa_activity_logs table
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 00:00:34 +00:00
a404fb13ed feat(enterprise): add SSO/SAML groundwork — model columns and stub service
- Add sso_enabled, sso_provider, sso_config (JSONB) columns to Account model
  (migration included in branding commit 58e3f27f3e8f)
- Create sso_service.py stub with initiate_sso_login, process_sso_callback,
  validate_sso_config — all raise NotImplementedError (Phase 5)
- Add GET /accounts/me/sso endpoint returning enabled status and provider
- Add SSO section in AccountSettingsPage with Enterprise badge and Contact Us link

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-19 20:35:45 +00:00
21d6d09c05 feat(enterprise): add multi-PSA adapter stubs for Autotask and Halo PSA
- Create AutotaskProvider stub with all abstract methods raising NotImplementedError
- Create HaloPSAProvider stub with all abstract methods raising NotImplementedError
- Add PSA provider grid in IntegrationsPage showing ConnectWise (active),
  Autotask (Coming Soon), and Halo PSA (Coming Soon) with appropriate badges

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-19 20:35:39 +00:00
2f56327f81 feat(enterprise): add custom branding system — logo, accent color, company name
- Add branding_logo_url, branding_primary_color, branding_company_name columns to Account model
- Add Alembic migration (58e3f27f3e8f) for branding and SSO columns
- Add GET/PATCH /accounts/me/branding endpoints (owner-only for PATCH)
- Add BrandingSettingsPage with logo URL input, color picker, preview section
- Add /account/branding route (ProtectedRoute owner) in router.tsx
- Add Branding link card in AccountSettingsPage

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-19 20:35:35 +00:00
967a2b2c59 feat(export): add branding footer to all 5 export formats and PDF spinner
- Add "Generated with ResolutionFlow — https://resolutionflow.com" footer
  to markdown, text, HTML, PSA formats (both troubleshooting and procedural
  variants — 8 generators total)
- Fix PDF @page CSS: "Powered by ResolutionFlow" now appears on every PDF,
  not just for users with a custom logo (removed the has_custom_logo conditional)
- Add Loader2 spinner icon to PDF download button in ExportPreviewModal
  when pdfLoading is true, replacing the static Download icon

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-19 20:09:26 +00:00
12a373a2a2 feat(gallery): add admin gallery curation endpoints and management page (Task 6)
Add super-admin-only backend endpoints for toggling is_gallery_featured and
gallery_sort_order on flows and scripts, plus a frontend GalleryManagementPage
with toggle switches, editable sort order fields, and name/featured filters.
13 integration tests; all pass.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-19 20:04:40 +00:00
bacdb9d466 feat(public-gallery): add public templates gallery API (Tasks 2 & 3)
Implements a no-auth read-only API for the public templates gallery page:
- Schemas in schemas/public_templates.py (PublicFlowTemplate, PublicScriptTemplate, PublicGalleryResponse, PublicFlowDetail, PublicScriptDetail)
- Five endpoints under /api/v1/public/templates: listing, flow detail, script detail, categories with counts, full-text search
- Tree preview truncated to 3 levels max; script_body never exposed
- Rate limited at 30/minute; paginated with category/type/sort filters
- 25 passing integration tests covering feature flags, truncation, script body protection, search, categories, and 404 behavior

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-19 19:12:34 +00:00
836a014a0f feat(gallery): add is_gallery_featured and gallery_sort_order columns to trees and script_templates
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-19 19:08:06 +00:00
0f750e63e0 feat(notifications): add Phase 4 Slice 2 — multi-channel notification system
Full notification infrastructure with in-app, email, Slack, and Teams channels:

Backend:
- NotificationConfig, NotificationLog, Notification models + migration
- Notification service with event routing, channel delivery, retry logic
- 9 API endpoints (config CRUD + in-app notifications)
- APScheduler retry job with exponential backoff (30s, 2m, 10m)
- Wired into escalation, proposal approval, and knowledge flywheel
- Pydantic event key validation, cross-tenant protection on recipients

Frontend:
- TypeScript types + API client for all notification endpoints
- NotificationsPanel: bell icon with unread badge, dropdown, mark-read
- NotificationSettings: channel config, event toggles, test, delete confirm
- Notifications tab on IntegrationsPage
- ARIA attributes, Escape handler, settings link on panel

Review fixes (13 issues resolved):
- notify() no longer commits/rolls back caller's transaction (critical)
- retry_failed_notifications returns count instead of None (critical)
- NotificationSettings moved inside dedicated tab (critical)
- target_user_ids scoped by account_id (security)
- Email loop collects all failures before raising
- Slack webhook validates response body
- events_enabled rejects unknown event keys
- link column widened to String(500)
- Dead code removed from _auto_reinforce
- Delete confirmation, ARIA, Escape key support

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-19 12:37:54 +00:00
9bad49d568 feat(knowledge-flywheel): add Phase 3 Knowledge Flywheel — AI analysis, review queue, analytics
Phase 3 implementation:
- AI session analysis service that generates flow proposals from resolved sessions
- APScheduler job for batch processing pending analyses (max_instances=1)
- Knowledge gap detection (weak options, high escalation signals)
- Flow proposals CRUD with team admin review workflow (approve/edit/dismiss/reject)
- FlowPilot analytics dashboard with confidence tiers, PSA metrics, knowledge gaps
- In-session script generator component
- Review queue page with filtering and proposal detail panel

Bug fixes from review (12 total):
- Fix "Edit & Publish" navigating to non-existent /editor/new route
- Hide Approve button for enhancement proposals (require Edit & Publish)
- Add max_instances=1 to scheduler to prevent TOCTOU race
- Fix eventual_success case() double-counting failed retries
- Add tree_structure validation before creating tree from proposal
- Simplify script generator rendering condition
- Add severity style fallback, toFixed on rates, Link instead of <a href>
- Add toast.warning on dismiss failure, fix dedup for domain-less sessions
- Cast Decimal to int in knowledge gap evidence dicts

Also updates CLAUDE.md with lessons 67-71 and Phase 3 project structure.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-19 05:12:10 +00:00
ce118b51d8 fix(flowpilot): fix 4 Phase 2 escalation bugs + update Tailwind version in CLAUDE.md
- Fix escalation status mismatch: hook set 'escalated' but backend returns
  'requesting_escalation'
- Fix list_sessions to include sessions picked up by Engineer B via
  escalation_package->>'picked_up_by' JSONB query
- Fix sidebar escalation icon color: was Tailwind class 'text-amber-400'
  passed to style={{color}}, now hex '#fbbf24'
- Replace window.location.reload() after ticket linking with
  onReloadSession callback to preserve session state
- Update CLAUDE.md: Tailwind CSS v3 → v4 (@tailwindcss/vite, CSS-only config)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-19 03:10:11 +00:00
bbe590bfec feat(ai-session): add Phase 2 PSA integration, escalation handoff, and session management
Phase 2 of the FlowPilot-First Pivot connecting AI sessions to ConnectWise PSA:

Slice 1 — PSA Ticket Intake:
- FlowPilotEngine accepts psa_ticket intake with graceful CW API fallback
- Ticket picker on intake screen (refactored TicketPickerModal for dual-mode)
- Ticket context card in session sidebar

Slice 2 — Auto Documentation Push:
- PSA documentation service with resolution/escalation note formatting
- Time entry creation via new ConnectWise provider method
- Automatic retry scheduler (APScheduler, 5min interval, 3 retries)
- PSA push status indicators in frontend with manual retry button
- Member mapping warning when CW member not mapped

Slice 3 — Session Pause/Resume & Escalation Handoff:
- Pause/resume endpoints for same-engineer session bookmarking
- Escalation flow: requesting_escalation status, self-escalation blocked
- Enhanced escalation package with LLM-generated hypotheses/suggestions
- Pickup endpoint with continue/fresh resume modes and briefing step
- Escalation queue (sidebar nav + dedicated page)
- SessionBriefing component with continue/fresh choice UI
- EscalateModal with PSA-aware button text

Slice 4 — Mid-Session Ticket Linking:
- Link ticket retroactively with context injection into system prompt
- Link Ticket button in session sidebar

Slice 5 — FlowPilot PSA Settings:
- Settings tab on IntegrationsPage with 7 configurable options
- Stored as flowpilot_settings JSONB on PsaConnection

Database: 2 migrations (flowpilot_settings, psa_post_log changes, status constraint)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-19 01:30:05 +00:00
5494816b06 feat(ai-session): add FlowPilot AI-powered troubleshooting sessions
Implements Phase 1 of the FlowPilot-First pivot — the core AI session
experience where engineers describe a problem and FlowPilot guides them
through structured diagnosis with selectable options, free-text escape
hatches, and auto-generated documentation on resolution.

Backend: AISession + AISessionStep models, FlowPilot Engine (LLM
orchestration with structured JSON output), Flow Matching Engine v1
(semantic + keyword + recency scoring), 8 API endpoints with auth,
rate limiting, and AI quota enforcement.

Frontend: Intake screen, conversational session view with sidebar,
step cards with options/actions/resolution suggestions, resolve/escalate
modals, documentation view with rating, session history integration,
and /pilot route with sidebar navigation.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-18 14:27:36 +00:00
2f18056fd1 feat: add security headers middleware with report-only CSP
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-18 02:38:42 +00:00
chihlasm
2234594363 fix: use correct package name for gdk-pixbuf in Debian Trixie
libgdk-pixbuf2.0-dev was renamed to libgdk-pixbuf-2.0-dev in Trixie
(python:3.12-slim base image).

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-17 02:22:58 -04:00
chihlasm
2339787499 feat: add supporting data capture, PDF export, and branding settings UI
- API clients for supporting data CRUD and team branding
- AddSupportingDataModal with text snippet and screenshot tabs (paste + upload)
- SupportingDataPanel collapsible section integrated into both session runners
- ExportPreviewModal updated with PDF format and server-side download flow
- BrandingSettings component for company name and logo management
- Expose team_id in UserResponse schema for branding endpoint access

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-17 02:03:40 -04:00
chihlasm
f7271e22ae feat: include supporting data in all export formats
Query supporting data in the export endpoint and pass to markdown, text,
HTML, and PSA export generators. Each format renders text snippets and
screenshot placeholders in its native style.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-17 00:39:01 -04:00
chihlasm
312024e143 feat: add PDF export generation via WeasyPrint with branded template
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-17 00:28:22 -04:00
chihlasm
2c11917b5a feat: add supporting data CRUD endpoints with tests
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-17 00:22:40 -04:00
chihlasm
fdeb417131 feat: add team branding CRUD endpoints with tests
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-17 00:12:00 -04:00
chihlasm
75b32a4f5a feat: add onboarding status and dismiss endpoints with tests
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-17 00:05:28 -04:00
chihlasm
f16a686fb4 feat: add onboarding, branding, and supporting data models, migrations, and schemas
Add onboarding_dismissed and branding columns (logo_data, logo_content_type,
company_display_name) to users and teams models. Create SessionSupportingData
model for attaching text snippets and screenshots to sessions. Add Pydantic
schemas for onboarding status, branding responses, and supporting data CRUD.
Update SessionExport to accept pdf format.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-16 23:51:42 -04:00
chihlasm
8534dbfb5f feat: command palette, PSA ticket context, session-to-flow converter (#108)
* feat: add paletteIntent utility for command palette query classification

Detects query intent ('question' | 'keyword' | 'page' | 'empty') to drive
smart result ordering in the enhanced command palette.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add recentFlows localStorage utility for command palette empty state

Tracks recently visited flows (capped at 10) with deduplication by id,
surfaced in command palette when query is empty.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: rewrite CommandPalette with categorized results and smart ranking

- Adds FlowPilot AI result (always present when query is non-empty)
- Intent-aware ordering: question → FlowPilot prominent; page → pages first;
  keyword → FlowPilot at top with flows/sessions/tags below
- Pages section with admin-gated items (uses useAuthStore)
- Tags extracted from flow search results with ?tag= navigation
- Quick Actions for create/import/scripts
- Empty state shows recent flows + quick actions
- Grouped rendering with section labels per design system
- Keyboard nav flattened across groups

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add FlowPilot prefill handoff from command palette to AssistantChatPage

When navigated to /assistant with location.state.prefill, automatically
creates a new chat and sends the prefill message without user interaction.
Clears location state after handling to prevent re-trigger on back navigation.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: track recently visited flows for command palette empty state

Calls addRecentFlow after tree data loads in both TreeNavigationPage and
ProceduralNavigationPage so the command palette can surface recent flows
when the query is empty.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* refactor: use useMemo instead of useCallback for groups builder in CommandPalette

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add PSA ticket context Pydantic schemas (Task 6)

Add TicketDetails, CompanyInfo, ContactInfo, ConfigItem, TicketNote,
RelatedTicket, and TicketContext models in schemas/psa_context.py for
structured ticket context enrichment used by AI prompt injection.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add ticket context prompt formatter (Task 7)

format_ticket_context_for_prompt() in services/psa/ticket_context.py
serializes TicketContext into structured text for AI system prompts,
with 10-note limit, 200-char text previews, and human-readable timestamps.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add get_ticket_context() to ConnectWise provider (Task 8)

Fetches ticket details, company, contact, configurations, notes, and
related open tickets in parallel via asyncio.gather with partial failure
tolerance. Results are cached with a 5-minute TTL per ticket/connection.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add GET /integrations/psa/tickets/{id}/context endpoint (Task 9)

Returns rich TicketContext for a ticket ID. Handles PSA auth failures
(returns structured error), ticket-not-found (404), and general PSA
errors (502). Requires active PSA connection for the user's account.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: inject PSA ticket context into copilot system prompt (Task 10)

When a copilot conversation has an associated session with a linked PSA
ticket, fetch the ticket context and append it to the system prompt.
Failure is non-critical — errors are logged and the copilot proceeds
without context rather than failing the request.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add PSA context API client with TypeScript interfaces

Defines TicketDetails, CompanyInfo, ContactInfo, ConfigItemInfo,
TicketNote, RelatedTicket, and TicketContext interfaces matching backend
psa_context.py schemas. Exports psaContextApi with getTicketContext().

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add useTicketContext hook for PSA ticket context fetching

Accepts psaTicketId and psaConnectionId, fetches context on mount
when both IDs are present, and exposes refresh() for manual re-fetch.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add TicketContextPanel component with accordion sections

Glass-card panel showing ticket summary, status/priority/SLA, and
accordion sections for Client, Contact, Devices, Notes, and Related
tickets. Matches design system with font-label labels and ice-cyan accents.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: mount TicketContextPanel in session runners when ticket is linked

ProceduralNavigationPage renders panel in left sidebar below step checklist.
TreeNavigationPage renders panel above breadcrumb trail. Both use
useTicketContext hook and show panel only when psa_ticket_id is set.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add fallback_steps to TypeScript types (Task 15)

Add optional fallback_steps field to ProceduralStep interface.
Add FallbackStepRecord interface and fallback_decisions field to Session.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add backend validation for fallback steps (Task 16)

Validate fallback_steps in procedural flow validation: required fields,
no nested fallback_steps, no duplicate IDs. Add FallbackStepRecord schema
and fallback_decisions field to SessionResponse.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: create FallbackSteps UI component (Task 17)

Collapsible component supporting edit and execute modes. Edit mode
provides title/description inputs with add/remove controls. Execute
mode shows "This worked" / "Didn't help" action buttons with emerald/
rose styling. Amber accent styling throughout.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: integrate FallbackSteps into editor and session runner (Task 18)

Wire FallbackSteps edit mode into StepEditor for procedure_step type
with add/remove/update handlers using crypto.randomUUID(). Add execute
mode rendering in ProceduralNavigationPage with fallbackDecisions state
tracking per parent step.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add session-to-flow request/response schemas (Task 19)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add session-to-flow AI generation service (Task 20)

Converts completed troubleshooting sessions into reusable procedural flows
with fallback branches. Includes PSA ticket context integration and
AI-generated step validation.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add POST /ai/session-to-flow endpoint (Task 21)

Converts a completed session into a reusable procedural flow using AI.
Includes quota checking, usage recording, and proper error handling.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add Create Flow from Session button to session detail page (Task 22)

Adds sessionToFlow API client, exports from api/index.ts, and integrates
a prominent "Create Flow from Session" button on SessionDetailPage for
completed sessions. Generates a procedural flow via AI then navigates
to the procedural editor.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: cast tree_type to TreeType in session-to-flow creation

Fixes build error where string was not assignable to TreeType.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: update Playwright test selectors to match actual UI

- Use Control+k instead of Meta+k (Linux/CI compatibility)
- Use 'AI Assistant' group label instead of 'FlowPilot AI'
- Match actual FlowPilot chat page elements (Start a Conversation, New Chat, textarea)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: update Playwright test selectors to match actual UI

- Use specific command palette placeholder to avoid ambiguous matches
- Fix 'Quick Actions' scoping (two elements with same text)
- Fix 'Resolved' exact match on session detail page
- Fix tree editor to use getByText instead of getByDisplayValue
- Fix 'Add Step' strict mode by using .first()
- Fix fallback description placeholder text
- Update playwright.config.ts to use port 5433 and resolutionflow DB
- Update FlowPilot chat selectors to match actual page layout

11/17 new tests now passing. Remaining 6 need procedural session
navigation investigation.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: resolve all Playwright test failures — 16/16 passing

- Fix procedural session tests: sessions auto-start, no Start button
- Fix strict mode violations: use getByRole('heading') for step titles
- Fix FlowPilot chat: use button role selector for New Chat
- Fix command palette page nav: scope Analytics click to palette modal
- Fix fallback runner: remove non-existent Start button click
- Update playwright.config to port 5433 for local Docker

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-16 13:39:17 -04:00
chihlasm
357f8e2d08 feat: sidebar redesign — activity feed, grouped nav, AI split (#107)
* docs: add 5 sidebar icon color concepts for UX review

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat(ui): add semantic icon colors and updated icons to sidebar nav

Swap generic icons for more descriptive alternatives (Network, Wrench,
FileOutput, Library, Code2, Lightbulb) and assign each nav item a unique
semantic color for instant visual landmarks.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix(ui): default Sessions page to Active tab, reorder tabs

Active sessions are what engineers care about most. Tab order is now
Active, Prepared, Completed, All.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* docs: add sidebar grouping and AI naming concept mockups

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* docs: add sidebar redesign context and decision summary

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* docs: add sidebar redesign spec and implementation plan

Design spec covers: activity zone with daily stats + session feed,
nav grouping (Resolve/Build/Insights), AI split (FlowPilot + Flow Assist),
pinned flows removal. Implementation plan has 5 chunks, 12 tasks, 39 steps.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add sidebar stats Pydantic schemas

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* test: add failing tests for sidebar stats endpoint

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add sidebar stats endpoint with daily stats and activity feed

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add sidebar API client, stats bar, activity feed components

New components: SidebarStatsBar, SidebarActivityFeed, ActivityItem.
New API client for sidebar stats endpoint. Pulse-dot CSS animation.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: restructure sidebar with stats bar, activity feed, and grouped nav

Dashboard-first layout with Resolve/Build/Insights groups.
AI split: FlowPilot (Resolve) + Flow Assist (Build).
Stats bar: Resolved/Active/In Session daily counters.
Activity feed: active sessions with CW ticket #, recent completions.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* refactor: remove pinned flows frontend (PinnedFlowsSection, store, API, pin buttons)

Removed: PinnedFlowsSection component, pinnedFlowsStore, pinnedFlows API client.
Cleaned: pin buttons from TreeGridView, TreeListView, TreeTableView.
Cleaned: favorites section from QuickStartPage, pin props from TreeLibraryPage.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add FlowAssistPage placeholder and /flow-assist route

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: real-time sidebar stats via session-changed events

Sidebar now refreshes stats when sessions are created or completed,
not just on page navigation. Uses window event bus pattern (same as
folder-changed events in codebase).

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: live-ticking In Session timer using active session start times

SidebarStatsBar now computes active session elapsed time client-side
from started_at timestamps, ticking every 60s. Backend only returns
completed session minutes to avoid double-counting.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: sidebar In Session timer ticks every second and shows seconds

Timer now uses 1s interval (not 60s) and displays seconds when under
a minute so it matches the session timer in the flow UI.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* chore: trigger PR environment redeploy

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* debug: add console.log to SidebarStatsBar for timer investigation

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: parse sidebar timestamps as UTC (append Z suffix)

Backend returns naive UTC timestamps without timezone indicator.
JS Date() treats bare ISO strings as local time, causing the timer
to compute negative elapsed time (future timestamps). Appending 'Z'
forces UTC parsing.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: rename 'In Session' to 'Total Time' for clarity

Makes it clear the timer is an aggregate of all sessions today,
not just the current one.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-16 01:35:16 -04:00
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.
2026-03-15 01:45:35 -04:00
chihlasm
d4dbf44781 feat: Script Generator Phase 1+2 — backend, engine, API, frontend, template editor, parameter detector
Complete Script Generator feature including:

Backend:
- ScriptCategory, ScriptTemplate, ScriptGeneration models
- ScriptTemplateEngine with substitution, filters, sanitization
- CRUD + share API endpoints with permission checks
- Integration tests for permissions and sharing
- Migration 057 with AD User Management seed templates

Frontend — Script Library:
- Browse templates with category tabs and search
- Configure pane with parameter form and script generation
- Script preview with live substitution and copy/download
- scriptGeneratorStore Zustand store

Frontend — Template Editor:
- Full CRUD form with metadata, script body (Monaco Editor), parameters
- ParameterSchemaBuilder with visual builder + JSON toggle
- ScriptManagePage with routing and nav link

Frontend — Parameter Detector:
- Client-side PowerShell parameter detection engine
- Detects script-level param() blocks and variable assignments
- Type inference from PS type annotations and value patterns
- ParameterDetectorStepper one-by-one review UI with accept/skip

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-14 20:18:59 -04:00
chihlasm
042a12b190 feat: add landing page with beta signup + raise KB node limit to 100
Landing page at /landing with full marketing content: hero, features,
pricing, testimonials, and beta email signup form. Beta signups email
beta@resolutionflow.com via new public endpoint. Unauthenticated users
redirect to landing instead of login. Also raises KB Accelerator node
limit from 50 to 100 to accommodate dense troubleshooting articles.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-12 00:23:29 -04:00
chihlasm
458c2d9cab fix: prevent circular parent_node_id in KB troubleshooting import
AI-generated trees can have circular next_node_id references (e.g.,
node A → B → A). The parent mapping now checks for cycles before
assigning parent_node_id, preventing FK deadlocks during insert.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 23:46:49 -04:00
chihlasm
efafcff4b2 fix: topological insert for KB import nodes to satisfy parent FK
Nodes with parent_node_id references were inserted in a single batch,
causing FK violations when children were inserted before their parents.
Now inserts roots first, flushes, then children in subsequent passes.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 23:41:25 -04:00
chihlasm
03390ed59f feat: enable Markdown (.md) file upload in KB Accelerator
Moved md from Phase 2 extensions to allowed formats, added extraction
handler (reuses txt handler), and updated plan_limits defaults to
include md for all plans.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 23:29:51 -04:00
chihlasm
fe3c651115 fix: remove "Let AI Decide" option from KB Accelerator upload
The uploader should know their content type — auto-detection adds
complexity and currently just defaults to troubleshooting anyway.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 22:56:40 -04:00
Michael Chihlas
9495b09e72 fix: copilot node context — use title/question/description over legacy content field
_build_flow_context() was reading node.get('content') which was only
present on old KB-imported steps. Now falls back through title →
question → description → content → label so all node types (decision,
action, solution, procedural step) show correctly in the copilot context.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-11 17:55:26 -04:00
Michael Chihlas
53b6878742 fix: KB procedural import — map step content to description field
Steps built by _build_procedural_tree() were stored under the "content"
key but StepDetail.tsx reads "description". Renamed the key so step
text and commands display correctly during session execution.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-11 12:50:13 -04:00
Michael Chihlas
00e1e701ca fix: procedural KB import — add title field, correct step types, validation gate
- _build_procedural_tree now maps AI node types (step, action, warning) to
  valid procedural types (procedure_step, section_header, procedure_end)
- Generates 'title' field from content text — fixes "Unnamed step" in editor
- Auto-appends procedure_end step if AI didn't generate one
- Adds procedural validation gate at commit endpoint (same as troubleshooting)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 09:12:43 -04:00
Michael Chihlas
8c73233dd0 fix: KB conversion — increase max_tokens, add JSON repair, improve error handling
- Increase max_tokens from 8192 to 16384 to prevent truncation on long articles
- Add _try_repair_json() that fixes trailing commas and attempts to close
  unclosed brackets/braces from truncated AI responses
- Log full raw response (first 2000 chars) on parse failure for debugging
- Set status to 'failed' with user-friendly error message instead of leaving
  imports stuck in 'processing' state

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 02:57:27 -04:00
Michael Chihlas
2f23141daf fix: KB tree builder — post-build repair, validation gate, and root ID handling
- Add _repair_tree() post-build pass that fixes structural issues caused by
  placed-set race conditions: demotes decisions with <2 children to actions,
  hoists orphaned children as siblings, converts dead-end actions to solutions
- Add validation gate at commit endpoint — rejects trees that fail validation
  with a 422 and descriptive error messages instead of saving invalid trees
- Update test fixtures to create valid multi-node tree structures
- Frontend: initialize currentNodeId from tree's actual root ID instead of
  hardcoded 'root', fixing "Invalid tree structure" for KB-generated trees

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 02:53:55 -04:00
Michael Chihlas
c1fb2f180c fix: KB tree builder demotes decisions with < 2 branches to actions
Decision nodes with fewer than 2 buildable child targets now get
demoted to action nodes instead of creating invalid tree structures.
Also adds id fields to option objects (required by tree editor).

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 02:31:17 -04:00
Michael Chihlas
416bb230e3 feat: close sessions from history page with inline popover
Add ability to close active sessions directly from the Session History
page via an inline popover with outcome selection and optional notes.
Adds two new outcomes: cancelled and resolved_externally.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 01:59:12 -04:00
Michael Chihlas
91d2bc6df3 fix: KB Accelerator tree builder, approve all, canvas delete button
- Fix _build_troubleshooting_tree() to handle deep nesting, warning nodes,
  and DAG deduplication (placed set prevents duplicate IDs)
- Fix step_sync VARCHAR(255) overflow on publish by truncating title
- Add "Approve All" button to KB review screen
- Add delete button (hover-reveal) to flow canvas nodes

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 01:59:03 -04:00
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>
2026-03-10 20:56:28 -04:00
chihlasm
ccd06c9ed4 feat: flexible intake — deferred variables + prepared sessions (#103)
* feat: flexible intake — deferred variables + prepared sessions

Remove blocking intake form modal. Variables are now filled inline during
flow execution or pre-filled via prepared sessions. Adds PATCH /sessions/{id}/variables
endpoint, POST /sessions/prepare for session pre-staging, inline variable prompts
in StepDetail, editable Session Variables panel, and "Prepared for You" dashboard section.

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

* fix: pass treeData directly to startSession to avoid stale state

setTree(treeData) hasn't committed when startSession runs immediately
after, so tree is still null and getStepsFromTree returns []. This
caused the step detail area to render empty on new session start.

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

* feat: wire PrepareSessionModal entry point in Flow Library

Add "Prepare session" button (clipboard icon) to grid, list, and table
views for procedural/maintenance flows. Clicking fetches tree intake
fields and account members, then opens PrepareSessionModal.

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

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 09:49:51 -04:00
chihlasm
4727106141 fix: race condition hardening across auth, counters, and data fetching (#102)
* fix: prevent race conditions in token operations and auth flows

Backend:
- Refresh token rotation: use atomic UPDATE...WHERE revoked_at IS NULL
  to prevent concurrent refresh requests from both succeeding
- Account invite codes: SELECT FOR UPDATE to prevent double-spend
- Platform invite codes: SELECT FOR UPDATE to prevent double-spend
- Password reset tokens: SELECT FOR UPDATE to prevent double-use
- Email verification tokens: SELECT FOR UPDATE to prevent double-use

Frontend:
- Token refresh subscriber arrays: swap before iterating so a throwing
  callback doesn't leave the queue in a dirty state

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

* fix: atomic counters, plan limit re-check, and double-submit guard

Backend:
- Tree usage_count: use SQL-level UPDATE (Tree.usage_count + 1) instead
  of Python-level increment to prevent lost updates under concurrency
- Tag usage_count: same SQL-level atomic increment/decrement in both
  create_tree and update_tree (delete_tree already used this pattern)
- Plan tree limit: re-check count after db.flush() to close the TOCTOU
  window where two concurrent creates could both pass the pre-check

Frontend:
- TreeEditorPage: add isSaving early-return guard inside handleSaveDraft
  and handlePublish callbacks so Ctrl+S can't bypass the button disabled
  prop and fire duplicate save requests

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

* fix: prevent stale API responses from overwriting newer data

- SessionHistoryPage: move loadSessions into effect with cancelled flag
  so rapid filter/tab changes discard outdated responses
- TreeLibraryPage: add request ID ref to loadTrees so stale responses
  from previous filter selections are discarded
- QuickStartPage: add request ID ref to debounced search so out-of-order
  responses don't overwrite newer search results

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

* docs: add flexible intake design — deferred variables + prepared sessions

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

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 01:57:22 -04:00
chihlasm
4d2f644bac feat: maximize Sentry free plan coverage for frontend and backend
- ErrorBoundary: use Sentry.ErrorBoundary with crash feedback dialog
- RouteError: capture route errors in Sentry (skip chunk load errors)
- User context: set Sentry user on login (frontend + backend)
- Backend: enable profiling (profiles_sample_rate)
- Frontend: add feedback integration, lower replay rate to conserve quota
- Add temporary verification message for production validation

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-09 00:03:29 -04:00