Commit Graph

5 Commits

Author SHA1 Message Date
chihlasm
e6a0c0549b feat: Step Library sync + service account for default tree ownership
* feat: maintenance flow UX redesign — batch status hub, context strip, detail page upgrades (#85)

- Add BatchStatusPage (/flows/:id/batches/:batchId): per-target Start/Resume/View cards, progress bar, 5s polling while in-progress, completion outcome summary
- Add BatchStatusCard: handles not-started/in-progress/complete states with step progress for in-progress targets
- Add ActiveBatchBanner: amber banner on detail page when a batch is running, links to BatchStatusPage
- Add MaintenanceContextStrip: amber strip in ProceduralNavigationPage for maintenance flows showing target name, batch progress (X/Y complete), and Back to Batch nav
- Update MaintenanceFlowDetailPage: active batch banner, clickable run history rows with mini progress dots and outcome summaries, Run button loading state, post-launch navigates to BatchStatusPage
- Update ProceduralNavigationPage: renders MaintenanceContextStrip between top bar and content when tree_type === 'maintenance'; fetches batch progress once on mount
- Add batch_id filter to GET /sessions backend endpoint and SessionListParams frontend type
- Add /flows/:id/batches/:batchId route to router

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

* feat: session detail page — completion action + outcome summary card

- In-progress sessions: amber banner with "Complete Session" button opens
  SessionOutcomeModal to set outcome/notes/next-steps and finalize
- Completed sessions: colored outcome summary card (icon + outcome label +
  duration + notes + next steps) replaces dense header metadata; "Copy for
  Ticket" promoted to primary action inside the card
- Export toolbar de-emphasized to secondary row of smaller controls below
  the summary card

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

* feat: add library-page action props to StepCard (edit/delete/save)

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

* feat: pass library-page action props through StepLibraryBrowser + refreshKey

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

* feat: StepFormModal wrapper + submitLabel/isSubmitting props on StepForm

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

* feat: Step Library page — create, edit, delete, save-to-library

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

* feat: add RuntimeStep union type for procedural custom steps

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

* feat: StepChecklist accepts RuntimeStep[], renders amber Custom badge

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

* feat: StepDetail accepts RuntimeStep, renders Custom Step badge for custom steps

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

* feat: custom step insertion in procedural flow sessions

Engineers can add custom steps inline during execution. Steps are
persisted to session.custom_steps and restored on resume.

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

* fix: suppress StepFeedback on custom steps, fix resume stepState seeding, functional updater for step index

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

* docs: add tree forking UI design doc

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

* docs: add tree fork UI implementation plan

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

* feat: add ForkInfo type and fork fields to Tree/TreeListItem

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

* fix: align ForkInfo type with backend schema, remove redundant fork fields

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

* fix: ForkInfo placement, required fork_info field, add JSDoc

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

* feat: add ForkModal component with name and reason fields

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

* fix: ForkModal accessibility and UX (escape, click-outside, labels, maxLength)

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

* feat: open ForkModal on fork action in TreeLibraryPage

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

* feat: add ForkModal to MyTreesPage

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

* feat: show Fork chip badge on forked tree cards

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

* docs: add flow-to-library step sync design doc

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

* docs: add flow-to-library sync implementation plan

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

* feat: add sync tracking columns to step_library

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

* feat: add sync columns and source_tree relationship to StepLibrary model

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

* feat: add group_label to StepContent, is_flow_synced/source_tree_name to StepLibraryResponse

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

* feat: include is_flow_synced and source_tree_name in step list/detail responses

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

* fix: add is_flow_synced and source_tree_name to step list response

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

* fix: add selectinload and sync fields to search and get_step endpoints

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

* feat: add step_sync module with extraction and upsert logic

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

* fix: safe NOT IN placeholders for asyncpg, add deactivate docstring

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

* feat: trigger step library sync on tree publish and deactivate on delete

- Call sync_steps_from_tree in update_tree whenever the tree is published
  (status transitions to 'published' or is already published and structure changes)
- Call deactivate_synced_steps_for_tree in delete_tree before db.commit()
  so the FK SET NULL does not nullify source_tree_id before the WHERE clause runs
- Fix ::jsonb cast syntax in step_sync.py (asyncpg rejects :: operator in text()
  queries; replaced with CAST(:content AS jsonb))
- Add UniqueConstraint('source_tree_id','source_node_id') to StepLibrary model
  so Base.metadata.create_all (used by tests) creates the constraint that the
  ON CONFLICT clause in sync_steps_from_tree depends on

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

* feat: add is_flow_synced and source_tree_name to Step types

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

* feat: show From Flow badge and lock icon on flow-synced StepCard

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

* feat: show source flow name in StepDetailModal for synced steps

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

* feat: add Library Visibility select to procedural StepEditor

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

* fix: address code review issues in flow-to-library sync

- Fix sync trigger: only fire on publish transition, not every PUT
- Add TestSyncOnPublish integration tests (2 tests, 16 total passing)
- Add group_label to frontend StepContent interface
- Guard Library Visibility select to procedure_step nodes only
- Block API edits to flow-synced steps (400 read-only guard)

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

* fix: handle None author_id in step sync to avoid invalid UUID error

When a system/default tree has no author (author_id is None),
str(None) produces the literal string 'None' which asyncpg
rejects as an invalid UUID for the created_by column.

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

* fix: add ResolutionFlow service account to own default tree steps in library

Default/system trees had no author_id (NULL), causing a NOT NULL violation
when syncing steps to step_library.created_by on publish.

- Add is_service_account flag to users table (migration 4f4137ce)
- Add service_account.py: idempotent ensure_service_account() creates
  noreply@resolutionflow.com with unusable password on startup
- Cache service account ID on app.state at lifespan startup
- Add get_service_account_id() FastAPI dep (returns None in tests)
- sync_steps_from_tree: resolve author_id or service_account_id as created_by
- create_tree: set author_id=service_account_id for is_default trees
- Migration 1490781700bc: backfill author_id on 31 existing default trees

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

---------

Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-02-25 23:17:29 -05:00
chihlasm
9462d8b15a feat: procedural editor redesign with collapsible sections and DnD (#84)
* docs: add procedural/maintenance editor redesign design

Collapsible sections, fixed-height layout, drag-to-reorder steps,
maintenance schedule section, and step list UX improvements.

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

* docs: add procedural editor redesign implementation plan

7 tasks across 7 phases: collapsible sections, fixed-height layout,
step list improvements, drag-to-reorder, maintenance schedule section.

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

* feat: restructure procedural editor with collapsible sections and fixed-height layout

Convert scrolling document layout to fixed-height editor with accordion-mode
collapsible sections for Details and Intake Form. Step list now gets all
remaining height with independent scrolling. Add CollapsibleEditorSection
component with ARIA attributes (aria-expanded, aria-controls).

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

* feat: add step count with time estimate header and auto-scroll to new steps

Remove outer card wrapper from StepList (now rendered in scrolling container).
Header shows total estimated minutes when steps have time estimates. Auto-scrolls
to newly added steps using ref + scrollIntoView.

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

* feat: add drag-to-reorder steps with @dnd-kit

Wrap step list in DndContext + SortableContext. Each step/section header
gets a SortableStepWrapper with useSortable. Drag handles have accessible
labels and keyboard support. procedure_end stays non-draggable and always
last. Expanded steps are disabled for dragging. Array-index reorder only.

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

* feat: add MaintenanceScheduleSection with schedule builder and summary

Schedule draft state is local UI only (not in store). Hydrates form from
existing schedule on load. Includes getScheduleSummary helper for collapsed
section display. Two-stage save: tree first, schedule second. Schedule
failure shows actionable error without rolling back tree save.

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

* feat: wire maintenance schedule section into procedural editor

Add collapsible Schedule section for maintenance flows with accordion
integration. Schedule summary shows frequency, time, and target count
when collapsed. New maintenance flows default to schedule section expanded.
Two-stage save preserved: tree saved first, schedule managed independently.

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

* fix: resolve lint issues in maintenance schedule and editor page

Move getScheduleSummary to scheduleUtils.ts to satisfy react-refresh
only-export-components rule. Add onScheduleLoaded to useEffect deps.

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

* docs: add design and implementation revision documents

Revision docs correct original plans: schedule persistence via API
endpoints (not tree_structure), array-index reorder (no display_order),
store minimum-one-step invariant, accordion mode, ARIA requirements,
and two-stage save orchestration with failure handling.

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

* feat: auto-seed PR environments with SEED_ON_DEPLOY flag

Release command now runs migrations + seeds test users when
SEED_ON_DEPLOY=true. Tree seeding runs as a background task
on startup via HTTP API. Everything is idempotent and non-fatal.

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

* fix: add httpx to requirements for PR environment seeding

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

* feat: seed all flow types (v2, procedural, maintenance) on deploy

Runs seed_trees, seed_trees_v2, seed_procedural_flows, and
seed_maintenance_flows sequentially as background tasks when
SEED_ON_DEPLOY=true. Each script failure is non-fatal.

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

* chore: trigger redeploy for full seed

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

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-19 08:39:25 -05:00
chihlasm
fa709faa60 feat: UI design system - sidebar layout, workspace system, and shell redesign (#77)
* feat: add workspace system and sidebar layout (UI design system Phase A+B)

Backend: Workspace model, migration (036), schemas, CRUD API endpoints.
Adds workspace_id to trees and categories, seeds 4 default workspaces
per account, auto-assigns existing trees by tree_type.

Frontend: Complete AppLayout rewrite from top-nav to CSS Grid shell
with persistent sidebar + topbar. New components: WorkspaceSwitcher,
NavItem, CategoryList, TagCloud, TopBar, Sidebar. Dashboard components:
QuickStats, FiltersBar, SectionGroup, TreeListItem, SessionsPanel.
WorkspaceStore with localStorage persistence.

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

* feat: add command palette search, dashboard rewrite, and shell height fixes (Phase C)

- Add ⌘K command palette with debounced search across flows and sessions
- Rewrite QuickStartPage as dashboard with stats, filters, sessions panel
- Fix h-[calc(100vh-4rem)] → h-full across all pages for CSS Grid shell
- Add active session count badge to sidebar Sessions nav item

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

* feat: add sidebar collapse, category/tag filtering, and workspace CRUD (Phase D)

- Sidebar collapse/expand toggle with icon-only rail mode (persisted)
- Sidebar category/tag clicks navigate to /trees with URL params
- TreeLibraryPage syncs filters from URL search params bidirectionally
- Workspace create modal with icon picker and auto-slug generation
- TopBar logo adapts to collapsed sidebar state

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

* feat: add Quick Launch modal with actions and recent flows

- Zap button opens Quick Launch with create/navigate shortcuts
- Shows recent flows for quick session start
- Keyboard navigation support (arrows + enter)

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

* feat: add activity notifications panel with session feed

- Bell icon shows dot indicator for recent activity
- Dropdown panel shows recent sessions with status icons
- Links to session detail and sessions list page

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

* feat: remove workspace system, add pinned flows and label renames

Replace workspace system with pinned flows API (pin/unpin/list/reorder).
Rename user-facing labels: Tree→Flow, Procedure→Project. Add sidebar
nav sub-items for flow type filtering. Remove 11 workspace files,
add migrations 037-038, clean all workspace references.

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

* fix: collapsed sidebar layout scaling and toggle button size

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

* refactor: migrate auth pages to new design system

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

* refactor: migrate TreeLibraryPage to new design system

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

* refactor: migrate session pages to new design system

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

* refactor: migrate TreeEditorPage to new design system

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

* refactor: migrate TreeNavigationPage to new design system

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

* refactor: migrate session sharing components to new design system

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

* chore: remove workspace dropdown animation (dead code)

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

* refactor: migrate common components to new design system

Migrate 15 components from monochrome glass-card design to purple gradient
accent design system tokens (bg-card, border-border, text-foreground,
bg-gradient-brand, etc.)

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

* refactor: migrate procedural and step library components to new design system

Migrate 10 components from monochrome glass-card design to purple gradient
accent design system tokens.

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

* refactor: migrate admin pages and components to new design system

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

* refactor: migrate remaining pages to new design system

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

* refactor: migrate remaining components to new design system

Migrates 38 files: tree-editor forms, session modals, step library,
common components, library views, tree preview, and misc UI to use
design tokens (bg-card, border-border, text-foreground, bg-accent,
bg-gradient-brand) replacing old monochrome patterns.

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

* fix: keep brand text visible on sidebar collapse, hide sub-items until hover

- TopBar: always show "ResolutionFlow" text regardless of sidebar state
- NavItem: sub-items (Troubleshooting, Projects) hidden by default,
  revealed on hover or when a child route is active

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

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-15 22:45:19 -05:00
chihlasm
57f429f33b feat: session sharing frontend (#76)
* feat: add session sharing types, API client, and utilities

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

* feat: add SessionTimeline and ActionMenu reusable components

SessionTimeline extracts timeline/checklist rendering from SessionDetailPage
into a reusable component for both authenticated and public session views.
ActionMenu provides a dropdown action menu with keyboard/click-outside dismiss.

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

* feat: add ShareSessionModal and integrate into SessionDetailPage

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

* feat: add Share Progress popover to TreeNavigationPage

Replace the single "Copy for Ticket" button with a "Share Progress"
popover that offers three actions: Copy Progress Summary (existing PSA
export flow), Copy Share Link (auto-creates account-only share if
needed), and Manage Share Links (opens ShareSessionModal).

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

* feat: add public SharedSessionPage with tree preview

Add the public-facing shared session page at /share/:shareToken that
renders shared sessions without authentication. Includes error handling
for 401 (redirect to login), 403 (access denied), 404 (not found),
and 410 (expired). The page features a minimal header, session metadata,
SessionTimeline component, and a new SharedSessionTreePreview component
that renders the decision tree structure with the path taken highlighted.

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

* feat: add My Shares management page with nav link

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

* fix: address code review issues in session sharing

- Add useCallback for loadShares in ShareSessionModal (React hook deps)
- Use TreeStructure type instead of Record<string, unknown> for type safety
- Fix login redirect format to match LoginPage's expected state shape

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

* test: add focused tests for session sharing utilities and API

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

* fix: resolve tree_structure type compatibility for shared session views

- Use TreeStructure & Record<string, unknown> intersection for JSONB flexibility
- Add explicit cast in SharedSessionTreePreview for recursive node rendering

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

* docs: add session sharing learnings to CLAUDE.md

Add gotchas #12 (TreeStructure vs Tree types) and #13 (login redirect
state format), note about npm run build strictness, and public route
pattern to Common Tasks.

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

* feat: procedural editor UX improvements

Add URL intake field type, fix variable name editing collapsing fields
(index-based keys/updates), auto-generate variable names by field type,
add section header as first-class step type, and simplify step editor
with "More Options" collapsible for advanced fields.

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

* fix: allow section_header step type in validation, improve tag input

- Add 'section_header' to VALID_STEP_TYPES in backend validation so
  procedural flows with section headers can be published
- Replace procedural editor's inline tag input with TagInput component
  (supports autocomplete, Tab, comma, semicolon, and paste splitting)
- Add semicolon delimiter support to TagInput component

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

* fix: add type-aware routing for procedural flows

Centralizes tree navigation routing via getTreeNavigatePath helper.
Fixes all pages to route procedural sessions to /flows/:id/navigate
instead of /trees/:id/navigate. Adds safety redirect in troubleshooting
navigator and resume support in procedural navigator.

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

* fix: remove unused index prop from IntakeFieldEditor

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

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-14 23:08:17 -05:00
chihlasm
350c977eda feat: add procedural flows with intake forms, navigation, and seed templates
Adds a new "procedural" tree type for linear step-by-step project workflows
(domain controller setup, M365 onboarding, VPN config, etc). Includes intake
form builder, two-panel step navigation, variable resolution, procedural
exports, 3 seed templates, and UI rename from "Trees" to "Flows".

Also archives 19 implemented plan docs and creates deferred features backlog.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-14 04:13:52 -05:00