96 Commits

Author SHA1 Message Date
06593a40d9 Merge PR #148: fix(tests): repair two pre-existing bugs blocking backend CI
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2026-04-25 06:01:08 +00:00
9737d90f1b fix(tests): repair two pre-existing bugs blocking the backend CI gate
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1. backend/app/models/network_diagram.py — `nodes` and `edges` columns
   used `server_default="'[]'"` (a Python string), which SQLAlchemy
   wraps in single quotes when generating DDL, producing
   `JSONB DEFAULT '''[]'''` — invalid JSON. Switch to
   `server_default=text("'[]'::jsonb")` so the literal is passed through
   and the table can actually be created. Surfaced on every CI run as
   `asyncpg.exceptions.InvalidTextRepresentationError: invalid input
   syntax for type json` at fixture setup time, cascading hundreds of
   test errors.

2. backend/tests/conftest.py — drop the deprecated session-scoped
   `event_loop` fixture. Since pytest-asyncio 0.23+, the plugin manages
   the loop itself; redefining it with a session scope but never
   `set_event_loop()`-ing it left the loop dangling, so any test that
   called `asyncio.run()` (e.g. `test_tasks_are_isolated`) closed the
   process loop and broke the next async test in the module —
   `test_require_tenant_context_raises_403_when_no_account` was the
   visible casualty in the CI logs.

Verified locally:
- `pytest tests/test_uploads.py::test_upload_success` — was setup-error
  on `network_diagrams` DDL; now passes.
- `pytest tests/test_tenant_context.py` — was 1 fail / 3 pass; now 4/4.

Both are real bugs, not test infrastructure churn. Pre-existing on
main; not introduced here.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-25 01:49:50 -04:00
16060d2235 Merge PR #141: feat: PSA ticket management — /tickets page, detail panel, AI ticket creation
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2026-04-25 04:59:02 +00:00
995a0c1d2e fix(psa): use schedule entries for ticket co-assignees (CW canonical pattern)
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The previous implementation PATCHed the `resources` string directly, which CW
silently ignores because `resources` is a server-derived read-only field (it's
populated from schedule entries of type/id=4, not freely writable).

Per CW docs (openapi line 70949): "Please use the
/schedule/entries?conditions=type/id=4 AND objectId={id} endpoint".

Behavior per spec:
- No owner + assign user → set owner (existing behavior kept)
- Has owner + assign different user → POST /schedule/entries with type/id=4,
  member, objectId; owner untouched
- User already assigned (owner or schedule entry) → idempotent no-op
- Remove owner → clear owner (existing behavior kept)
- Remove co-assignee → DELETE /schedule/entries/{entry_id}
- list_resources now merges owner + schedule-entry members, deduped by id

Required CW security role permission on the API member:
- Service > Resource Scheduling > Add/Inquire/Delete

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-17 00:34:18 +00:00
f6a24ea4e1 fix(psa): resource assignment targets CW owner, status PATCH verifies apply
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Previous `resources`-string PATCH was silently ignored by CW — the
`resources` field is server-derived from the ticket's owner + schedule
entries, not freely writable. Status PATCH could also silently no-op
when a cross-board status id was sent.

- add_resource: when the ticket is unassigned, set the `owner`
  MemberReference (the canonical writable primary-assignee field).
  If already owned by someone else, append the identifier to the
  `resources` co-assignee string best-effort.
- remove_resource: clear `owner` (with remove→replace:null fallback) if
  the target is the current owner, otherwise strip from `resources`.
- list_resources: merge owner + resources string, deduped by member id,
  so the UI reflects both single-owner and multi-resource assignments.
- update_ticket_status: verify CW applied the status by comparing the
  response body's status.id — raises PSAError with a clear message when
  CW silently rejects the change (e.g., status invalid for ticket's
  board), instead of reporting spurious success.
- Frontend: surface the backend error detail in the toast so users see
  the real reason instead of a generic "Failed to update" message.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-16 21:39:21 +00:00
04ff2ea301 fix(tickets): refresh status and resources in detail panel after update
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Status update was returning only new_status (string) and the parent list's
onStatusUpdated only set status_name. The <select> was bound to status_id,
which never changed — so it visually reverted to the old status even though
the PATCH succeeded.

- Backend: include new_status_id in the status-update response.
- Panel: own currentStatusId/currentStatusName state so the select reflects
  the change immediately and survives stale parent snapshots.
- Parent list: update status_id on both the row and selectedTicket so the
  list row stays in sync when the panel stays open.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-16 21:28:48 +00:00
60851b400a fix(tickets): status filter dropdown and CW resource assignment
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- Status filter: aggregate statuses across all boards (deduped by name)
  when no board is selected. Backend accepts status_name and filters by
  status/name so the same status matches across boards.
- Resource assignment: CW has no /service/tickets/{id}/members endpoint —
  assignees live in the ticket's comma-separated `resources` string field.
  Rewrote list/add/remove to read/PATCH that field via member identifier.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-16 21:03:00 +00:00
bea34229d6 chore: bump version and changelog (v0.1.0.0)
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Add CW security roles reference docs and PSA ticket management plan.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-16 14:44:03 +00:00
294b309faa fix: pre-landing review fixes — company_id filter and CW condition injection
- Apply company_id filter in CW search_tickets conditions (was silently ignored)
- Sanitize query string to strip single quotes before CW condition interpolation
- Add psaError state to TicketsPage for permissions error surfacing

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-16 14:42:05 +00:00
fb7690485b fix(tickets): fix statuses endpoint, members auth gate, and graceful error handling
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- Add GET /boards/{board_id}/statuses endpoint — direct board-to-statuses lookup
  without ticket roundabout; used by filter bar and new ticket form
- Fix TicketsPage and NewTicketModal to call getBoardStatuses(board_id) instead
  of misusing getTicketStatuses(ticket_id) with a board_id value
- Fix list_members auth: was require_account_owner (owner/super_admin only) —
  changed to require_engineer_or_admin so engineers can see member list for
  ticket assignment
- list_members: return [] on PSAError instead of 502 (Lesson 111 pattern)
- get_ticket_statuses: return [] on PSAError instead of 502

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-16 05:33:23 +00:00
6044d5a88b fix(tickets): fix permissions toast, board fallback, assignment search, remove load more
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- list_resources: return [] on PSAError instead of 502 — stops global interceptor
  toast when CW API key lacks ticket members permission (Lesson 111)
- list_boards/list_priorities: add warning logging so Railway logs reveal the
  root cause when CW permissions are missing
- TicketsPage: derive board options from ticket search results when listBoards
  returns empty (CW permissions fallback)
- TicketFilterBar: replace assignment <select> with searchable member picker —
  fixed options (All/Mine/Unassigned) + text-filtered member dropdown
- TicketQueue: remove Load More / infinite scroll; page now exists at /tickets

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-16 04:59:03 +00:00
00cd8b7c55 feat(tickets): update TicketQueue with mapping detection, 5-item cap, View All link
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Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-16 03:42:25 +00:00
fded959b5e fix(tickets): guard linkedTicket fetch with currentChatRef to prevent race condition
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-16 03:40:31 +00:00
5f5b9e5b23 feat(tickets): add spin-off ticket creation in ResolutionAssist — state, action handler, modal
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-16 03:37:46 +00:00
b2ee1a2150 fix(tickets): improve accessibility and error logging in ticket creation components
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-16 03:34:08 +00:00
08909aa884 feat(tickets): add AiTicketParseForm and NewTicketModal with two-tab creation flow
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-16 03:31:21 +00:00
070d2383bc fix: remove unused PSATicketSearchResult import
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-16 03:26:23 +00:00
d7b1fe6645 feat(tickets): add TicketResourceManager and full TicketDetailPanel with optimistic hydration
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-16 03:24:18 +00:00
a3f8bb3427 feat(tickets): add ticket detail subcomponents
- TicketDetailHeader: Display ticket info with status dropdown
- TicketNotesFeed: Chronological list of ticket notes with internal flag
- TicketAddNote: Form to add notes (requires linked session)
- TicketConfigs: Display related configurations/devices
- TicketRelated: List of related tickets as clickable buttons

All components use type-safe imports from psaContext and integrations APIs.
Styling follows design system (flat dark theme, electric blue accent, Tailwind v4).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-16 03:19:18 +00:00
f050afc2f7 feat(tickets): add /tickets route and sidebar nav item
Add Tickets page route to router with lazy loading and code splitting.
Add Tickets navigation entry to sidebar in RESOLVE section for both
icon rail and pinned layouts.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-16 03:15:35 +00:00
849e1c16e2 feat(tickets): add TicketsPage with URL-param filter state, stub detail panel and modal
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-16 03:12:26 +00:00
5310cd3fff fix(tickets): add company_id reset to filter clear button
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-16 03:09:51 +00:00
d2689afa53 feat(tickets): add TicketFilterBar and TicketListRow components
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-16 03:08:15 +00:00
9d88c8456c feat(tickets): add tickets API client, update integrations API for paginated search, fix callers
- Create frontend/src/api/tickets.ts with ticketsApi (resources, status, create, ai-parse, priorities, search)
- Update integrationsApi.searchTickets and searchTicketsQueue return types from PSATicketSearchResult[] to TicketListResponse
- Fix TicketQueue.tsx to use results.items (append/set) and results.items.length for pagination check
- Fix TicketPickerModal.tsx to use results.items when setting search results
- Export ticketsApi from api/index.ts

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-16 03:05:13 +00:00
506aac609d feat(tickets): add tickets types, expand PSATicketSearchResult/PSATicketInfo with IDs
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-16 03:02:53 +00:00
7fa81f69a6 feat(psa): add spin-off ticket system prompt rule, backend routing tests
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-16 03:01:21 +00:00
6e0188d0b4 feat(psa): add AI ticket parse endpoint
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-16 02:59:02 +00:00
24ab1908a6 fix(psa): add TicketListResponseSchema response_model to search_tickets endpoint
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-16 02:57:23 +00:00
e2cdfac1c3 feat(psa): update search endpoint for pagination, add create/status/resource/priority endpoints
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-16 02:55:49 +00:00
a5e9615666 feat(psa): add ticket_service.py with list/add/remove resource, update_status, create_ticket
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-16 02:52:32 +00:00
66cca70588 feat(psa): expand PSATicketSearchResult with IDs, add psa_tickets.py schemas
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-16 02:50:56 +00:00
e714088a2b feat(psa): implement list/add/remove resources, create_ticket, paginated search in CW provider
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-16 02:49:20 +00:00
ff0ec143e2 feat(psa): add PSAResource, TicketCreatePayload types and abstract provider methods
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-16 02:45:24 +00:00
8d964e64e4 fix(psa): update autotask/halopsa stub search_tickets return type annotation
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-16 02:44:08 +00:00
44634b1145 feat(psa): add PaginatedTicketResult type, update provider search_tickets signature
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-16 02:41:48 +00:00
001438008b docs: fix PSA ticket management spec — prefill state, TicketQueue naming
- Replace false claim about linkedTicket state with explicit fetch step on modal open
- Remove MyQueueWidget references; TicketQueue is the existing component being updated

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-16 02:00:33 +00:00
c8b68ad26d docs: fix PSA ticket management spec — pagination source, widget, linked ticket IDs
- Define PaginatedTicketResult provider type + parallel count fetch via CW /count endpoint
- Fix dashboard widget: updates existing TicketQueue (not new), uses searchTicketsQueue
- Fix NewTicketModal prefill: expand PSATicketInfo with company_id/board_id fields
- Correct Dashboard section description: not collapsible, TicketQueue already exists

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-16 01:49:39 +00:00
2b3d52ad77 docs: fix PSA ticket management spec — API contract, actions format, file routing
- Explicitly call out search_tickets breaking change and all existing callers
- Fix [ACTIONS] marker to use JSON array format matching existing parser
- Route system prompt change to assistant_chat_service.py, not flowpilot_engine
- Pivot detail panel hydration to existing getTicketContext + listResources

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-16 01:44:34 +00:00
52b369680b docs: add PSA ticket management design spec
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-16 01:36:27 +00:00
f0ccf313a4 docs: add lessons 110-111 (RLS backfill audit, axios interceptor pattern)
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Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-15 12:50:43 +00:00
0d9babb986 fix(rls): add account_id to AISessionStep creations, fix boards toast
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- flowpilot_engine: pass account_id at all 5 AISessionStep instantiation
  sites (_create_step_from_parsed x3, briefing step, status update step).
  Phase 4 RLS blocked every INSERT with NULL account_id — this broke all
  new FlowPilot sessions since the Phase 4 migration was applied.
- integrations: list_boards returns [] on PSAError instead of 502, stopping
  the spurious 'Server error' toast on dashboard load (boards are optional).
- client.ts: 5xx global toast now shows backend detail when available.
- useFlowPilotSession: startSession extracts backend detail for error state;
  suppresses duplicate toast for 5xx (global interceptor already handles it).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-15 04:41:14 +00:00
567985402f fix(psa): use board/id in (...) for multi-board filter per CW docs
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Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-15 03:54:05 +00:00
08a4c6600d fix(psa): use resources contains identifier for my tickets filter
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CW resources field is a plain string of member identifiers (login names),
not a navigable object. resources/member/id was invalid syntax causing 403.

Now resolves the CW member identifier from the cached member list and
uses: resources contains '{identifier}' which is the correct condition.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-15 03:53:26 +00:00
29fa48e71b fix(psa): revert to resources/member/id for my tickets filter
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Requires CW API member security role to have All scope on Service Tickets.
owner/id was incorrect for workflows using resources-based assignment.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-15 03:48:10 +00:00
908a867986 fix(psa): use owner/id instead of resources/member/id for my tickets filter
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resources/member/id requires All scope on Service Tickets security role.
owner/id (primary assignee) works with standard Mine scope.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-15 03:43:34 +00:00
346576a730 feat(psa): ticket queue dashboard with board selector and session auto-start
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- Add PSABoard type + list_boards() to CW provider (cached 1h)
- Extend search_tickets with assigned_to_me, unassigned, board_ids, page, page_size
- New GET /integrations/psa/boards endpoint
- New TicketQueue dashboard component: My Tickets / Unassigned tabs,
  multi-select board filter, Load more pagination, Start Session per ticket
- Add TicketQueue to QuickStartPage after active sessions
- FlowPilotSessionPage auto-starts with ticket context when navigated
  from TicketQueue (psaTicketId + psaTicket in location.state)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-15 03:20:45 +00:00
b18072e24b fix(psa): set account_id on PsaMemberMapping in save and auto-match
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2026-04-15 02:59:49 +00:00
e0f44e2985 fix(ci): connect to postgres service by hostname, not localhost
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2026-04-15 01:52:03 +00:00
adfbb39297 fix(ci): use --break-system-packages for pip on Ubuntu 24.04
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2026-04-15 01:49:58 +00:00
6bae205a8c chore: trigger CI
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2026-04-15 01:48:17 +00:00
ee2b2c2399 feat(ci): port CI workflow from Github Actions to Gitea
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2026-04-14 23:33:12 +00:00
37bc47b75b chore: add runner probe workflow
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2026-04-14 23:27:30 +00:00
c8bdd0014e Update Github mirror workflow
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2026-04-14 22:50:53 +00:00
2a2b770405 Update Github mirror workflow
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2026-04-14 22:49:20 +00:00
d6d0e9f3c1 Add GitHub mirror workflow
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2026-04-14 22:43:09 +00:00
ab4bf3b32f Add GitHub mirror workflow
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2026-04-14 22:31:37 +00:00
chihlasm
d3c93cd006 feat(admin): allow setting owner when creating an account
feat(admin): allow setting owner when creating an account
2026-04-14 17:27:02 -04:00
chihlasm
4037a5213e fix(admin): use EmailStr for owner_email validation in AdminAccountCreate
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-14 21:25:03 +00:00
chihlasm
0ed5977fee feat(admin): allow setting owner when creating an account
Adds optional owner_email field to the Create Account modal. Superadmin
can specify an existing user's email to assign as account owner at
creation time. Backend 404s with a clear message if the email is unknown.
Error detail now surfaces to the toast instead of a generic message.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-14 14:30:23 +00:00
chihlasm
c5b8229ef6 fix(admin): allow owner and admin account roles in user creation and role management
Four places were hardcoded to engineer|viewer only:
- AccountRoleUpdate schema (user.py) — blocked PUT /admin/users/{id}/account-role at the API level
- AdminUserCreate schema (admin.py) — blocked creating users with owner/admin role
- AccountDetailPage role dropdowns (create form + inline member role changer)
- AccountsPage create user role dropdown

Now all four accept the full set: owner, admin, engineer, viewer.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-14 13:24:17 +00:00
chihlasm
eba50e1f95 docs(claude-md): trim GitNexus section to selective-use guidance
Remove mandatory "MUST run before every edit" rules — they add overhead
without value for additive/isolated changes. Keep the tools table and
use-it-when-it-matters guidance.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-14 12:58:40 +00:00
chihlasm
8eb814283d fix(psa): fix time entry AttributeError and show all users in member mapping
- Fix create_time_entry() using self._client instead of self.client
- GET /member-mappings now returns all active account users, not just mapped
  ones — allows manual assignment when auto-match by email doesn't work
- PsaMemberMappingResponse mapping fields are now Optional (id, external_member_id,
  external_member_name, matched_by) to represent unmapped users
- Frontend MemberMappingTab skips null external_member_id when building
  localMappings, and derives user list from all returned entries
- Add docs/connectwise-psa-testing-checklist.md

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-14 06:09:01 +00:00
chihlasm
b433b232dc polish(network): visual refinements across node, edge, and panel components
- DeviceNode: flat bg-card (no surface gradient), darker icon plate inset,
  correct text-muted token for category label
- GroupNode: label pill gets bg-card/90 background so it reads against canvas
- ConnectionEdge: label now has border + bg-card so it doesn't float invisible
- BaseHandle: tightened to 12px with accent-toned border
- NodeStatusIndicator: glow reduced to 0.15 opacity (design system compliant)
- ContextMenu: Ungroup now uses Ungroup icon instead of BoxSelect
- DeviceToolbar: group type icons coloured with semantic palette
- PropertiesPanel: empty state gets icon tile + cleaner copy hierarchy
- DiagramEditor: shortcut ? button repositioned above MiniMap, accent hover
- NetworkDiagrams list: card thumbnail placeholder uses dot-grid pattern,
  card menu gets icons and divider before destructive action

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-14 05:35:25 +00:00
chihlasm
015df1fe5f fix(network): consolidate import buttons, redesign empty state, add shortcut overlay
- Import/Export button in editor header: removed standalone Import button, moved
  draw.io import into Export/Import dropdown with labelled sections; fixes
  conceptual trap where Import implied operating on the current diagram
- List page: replaced two identical Upload-icon Import buttons with a single
  dropdown (Import JSON / Import draw.io) with format descriptions
- Empty state: replaced icon-in-box with a horizontal card featuring a static
  SVG topology preview, MSP-specific value prop, and dual CTAs
- Keyboard shortcuts: new KeyboardShortcutsOverlay component (4-group grid),
  triggered by ? key or the ? button pinned to the canvas bottom-right corner;
  wired into useCanvasShortcuts hook
- Fixed Share2 → FileOutput icon for draw.io export (Share2 = send to someone,
  FileOutput = export file format)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-14 04:49:25 +00:00
chihlasm
cf9c258f9e fix(network): surface connect tool and middle-pan 2026-04-14 03:41:21 +00:00
chihlasm
c063952f12 feat(network): add connect tool and middle-pan 2026-04-14 03:28:07 +00:00
chihlasm
36721eb5af feat(network): improve connector editing 2026-04-14 02:56:28 +00:00
chihlasm
3cd4084f78 refactor(network): simplify diagram node visuals 2026-04-14 02:42:47 +00:00
chihlasm
ed763d1cea chore(network): remove asset style lab 2026-04-14 02:29:26 +00:00
chihlasm
c37e216e0b feat(network): add asset style lab mockups 2026-04-14 02:10:48 +00:00
chihlasm
91cc9a4170 feat(network): draw.io XML import
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-14 01:30:22 +00:00
chihlasm
2a4220b496 feat(network): draw.io XML export
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-14 01:25:49 +00:00
chihlasm
c8f571db39 feat(network): thumbnail generation on save, shown on list page
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-14 01:22:51 +00:00
chihlasm
7efa22454d feat(network): improve PDF export with print stylesheet
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-14 01:20:28 +00:00
chihlasm
05421fc65c feat(network): add SVG export
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-14 01:19:19 +00:00
chihlasm
dfcad531e2 fix(network): context menu on groups + group/ungroup in properties panel
Context menu fix:
- Group nodes pass pointer events through to children in React Flow, so
  right-clicking a group fires onPaneContextMenu instead of onNodeContextMenu
- handlePaneContextMenu now checks for selected nodes and shows the node
  context menu (with align/group options) when any nodes are selected

Properties panel multi-select:
- Add Group section with type dropdown (Subnet, VLAN, Site, DMZ, Custom)
- "Group into [Type]" button creates a group of the chosen type
- Ungroup button appears when a group node is in the selection
- useDiagramCommands.groupSelection now accepts a groupType param and
  uses it as the label and color key for the new group node

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-14 00:55:34 +00:00
chihlasm
684fb07e47 feat(network): add pointer/hand mode toggle to diagram toolbar
- Header shows MousePointer2 (select) and Hand (pan) toggle buttons
- Select mode: drag on canvas draws a selection box (selectionOnDrag)
- Pan mode: drag on canvas pans the viewport (panOnDrag)
- Space held in either mode temporarily switches to pan (panActivationKeyCode)
- Keyboard shortcuts: V = select mode, H = pan mode
- Cursor changes to grab/grabbing in pan mode

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-14 00:38:51 +00:00
chihlasm
4a12c9b37d fix(network): persist group node type, size, and child parentId on save/load
Backend DiagramNode schema was missing nodeType, style, and parentId fields —
Pydantic stripped them on save, so group nodes lost their identity on reload
and re-appeared as small device icons.

- Backend: add nodeType, style (NodeStyle), parentId to DiagramNode schema
- Frontend: serialize parentId for device nodes inside groups
- Frontend: restore parentId + extent:'parent' on both deserializer paths (setNodes + history init)
- Frontend: add parentId to DiagramNode interface

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-13 23:49:26 +00:00
chihlasm
e41d7bd960 fix(network): align resize border with node visual boundary
NodeResizer handles positioned at RF wrapper size, but NodeTooltip and
NodeStatusIndicator wrappers had no size constraints, causing BaseNode
(w-full h-full) to shrink to content size instead of filling the wrapper.

Add w-full h-full to NodeTooltip, NodeTooltipTrigger, and
NodeStatusIndicator so the full height chain is maintained.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-13 21:27:58 +00:00
chihlasm
f2c3bd7a9b fix(network): normalize z-order to 1..N after bring-to-front/send-to-back
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-13 20:17:44 +00:00
chihlasm
9786c6b1fb feat(network): add inline label editing on DeviceNode (double-click)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-13 20:17:41 +00:00
chihlasm
4529955f7d feat(network): add orthogonal edge routing option
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-13 20:17:33 +00:00
chihlasm
b7b0d41f92 feat(network): add group/ungroup commands with bounding box calculation
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-13 20:14:26 +00:00
chihlasm
a4512dcf90 feat(network): add GroupNode component with resize, inline label, and group type colors
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-13 20:13:03 +00:00
chihlasm
764db79060 feat(network): add alignment toolbar to PropertiesPanel for multi-select
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-13 20:11:12 +00:00
chihlasm
f90e2c956f feat(network): add align/distribute/group sections to context menu
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-13 20:09:32 +00:00
chihlasm
bdaea68dd3 feat(network): add useDiagramCommands — alignment and distribution command layer
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-13 20:08:37 +00:00
chihlasm
02c19a7580 feat(network): add undo/redo shortcuts (Ctrl+Z/Y) and arrow key nudging
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-13 20:06:33 +00:00
chihlasm
a392d24101 feat(network): add undo/redo buttons to DiagramHeader
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-13 20:04:58 +00:00
chihlasm
b9c9bb548d fix(network): force re-render on undo/redo so canUndo/canRedo stay accurate
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-13 20:03:35 +00:00
chihlasm
662df2907d feat(network): add undo/redo snapshot history stack to DiagramEditor
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-13 20:01:21 +00:00
chihlasm
b9547e6ce1 docs: add network diagrams Phase 2 implementation plan
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-13 18:23:23 +00:00
chihlasm
760e0f77f8 docs: add network diagram draw.io-style implementation plan
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-13 18:16:54 +00:00
chihlasm
a71f082e25 feat: extract admin account management rework from PR 124 (#138)
* feat: reorganize admin panel around accounts

* feat: expand admin customer account controls

* feat: add admin account detail management

* fix: remove unused admin account icon import

* refactor: design critique fixes for account pages

- Admin accounts: replace dense card grid with compact DataTable
- Account settings: remove redundant hero card, stat grid, header pills
- Fix bg-accent (orange) misuse on decorative elements across 7 files
- Add ConfirmButton for destructive actions (deactivate, remove member)
- Replace single-field modals with inline editing (plan, trial)
- Add contextual help: display code tooltip, improved empty states
- Non-owner aside explanation for hidden owner-only sections
- Admin sidebar: group 11 items into 5 labeled sections
- Rename UsersPage.tsx → AccountsPage.tsx to match route
- Fix border radius consistency, hide zero-count badges

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

* fix: use get_admin_db for all new admin account endpoints

All admin endpoints query across tenants without a tenant context.
get_db (app-role, subject to RLS) was never imported and would crash
at runtime — replace all 6 occurrences with get_admin_db (BYPASSRLS).

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

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-13 04:44:51 -04:00
chihlasm
abd79bc763 feat: extract network map builder from PR 124 (#137)
* feat: add device_types table with system seed data

Creates DeviceType SQLAlchemy model and migration 073 that provisions the
device_types table with 28 system-seeded device types across 7 categories
(network, compute, storage, cloud, endpoint, infrastructure, security).

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

* feat: add network_diagrams table

Create NetworkDiagram SQLAlchemy model with JSONB nodes/edges, team-scoped with client/asset metadata, and Alembic migration 074.

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

* feat: add Pydantic schemas for device types and network diagrams

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

* feat: add device types CRUD router

Adds GET/POST/PUT/DELETE endpoints at /device-types with team-scoped access. System types are read-only; custom types are scoped to the creating team.

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

* feat: add AI generation service for network diagrams

Adds network_diagram_ai_service.py with generate_diagram() function that
calls the AI provider to convert plain-English network descriptions into
structured DiagramNode/DiagramEdge data. Registers the action in
ACTION_MODEL_MAP as a standard-tier route.

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

* feat: add network diagrams CRUD + AI generate + export/import router

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

* feat: add TypeScript types for network diagrams

Adds all interfaces for network diagrams and device types including
DiagramNode, DiagramEdge, DeviceProperties, NetworkDiagramResponse,
AI generate request/response, import/export shapes, and list item types.

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

* feat: add frontend API clients for device types and network diagrams

Adds deviceTypesApi (list, create, update, remove) and networkDiagramsApi
(list, get, create, update, archive, duplicate, exportJson, importJson,
aiGenerate, listClients) following the existing apiClient module pattern.

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

* feat: add device registry, DeviceNode, ConnectionEdge for React Flow

Creates the React Flow building blocks for the network diagram editor:
device type registry with icon/color mappings, DeviceNode component with
status indicators and connection handles, ConnectionEdge with per-type
styling, and nodeTypes/edgeTypes registration maps.

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

* feat: add DeviceToolbar panel with search, categories, drag-drop, custom type creation

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

* feat: add PropertiesPanel for node and edge property editing

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

* feat: add AIAssistPanel with replace and merge modes

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

* feat: add NetworkCanvas wrapper and DiagramHeader components

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

* feat: add DiagramEditor page assembling all panels with auto-save and AI generation

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

* feat: add Network Diagrams list page with search, client filter, import

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

* feat: add Network Maps to sidebar navigation and router

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

* fix: resolve TypeScript errors in DeviceToolbar and DiagramEditor

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

* fix: resolve stale selection bug in network diagram PropertiesPanel

Selection state now stores IDs and derives objects from live arrays,
so edits in PropertiesPanel inputs reflect immediately.

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

* feat: add React Flow UI foundation components for network diagrams

BaseNode (structured node shell with header/content/footer slots),
BaseHandle (styled connection handle), LabeledHandle (handle with
port label), NodeStatusIndicator (status border effect),
NodeTooltip (hover details via NodeToolbar).

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

* feat: add LabeledGroupNode and AnimatedSvgEdge components

GroupNode for subnet/VLAN/site grouping with positioned label badge.
AnimatedSvgEdge for traffic flow visualization with animated SVG
shape along edge path. Both registered in type maps.

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

* refactor: DeviceNode uses BaseNode, BaseHandle, StatusIndicator, Tooltip

Replaces hand-rolled node layout with composable React Flow UI
components. Status is now a border effect instead of a dot.
Hover tooltip shows hostname, IP, vendor, role, notes.

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

* feat: add grouping toolbar items and traffic flow toggle

DeviceToolbar gets Subnet/VLAN/Site/DMZ grouping section with
drag-drop. PropertiesPanel gets Show Traffic toggle that switches
edges between connection and animated types. DiagramEditor handles
both device and group node drops.

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

* fix: address code review findings for React Flow UI integration

- Use screenToFlowPosition() for drop coordinates (fixes zoom/pan bug)
- Remove duplicate selection border from DeviceNode (BaseNode handles it)
- Add w-full to GroupNode for proper container sizing
- Remove unused 'selected' destructuring from DeviceNode

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

* feat: add ISP icon to network diagram device registry

Globe icon with accent color, under cloud category.

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

* feat: improve drag-and-drop feel in network diagram editor

Grip icons on draggable toolbar items, press effect on drag start,
dashed border overlay with 'Drop to add' text when dragging over canvas.

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

* feat: add ContextMenu component for network diagram editor

Charcoal-styled context menu with action factories for node
and canvas variants. Viewport-clamped positioning, auto-dismiss
on click outside, escape, or scroll.

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

* feat: add useCanvasShortcuts hook for copy/paste/duplicate

Keyboard shortcuts with preventDefault and input guard.
Clipboard stores nodes with relative positions and edge indices.
Paste computes canvas center via screenToFlowPosition.
Duplicate offsets +30px. Supports both device and group nodes.

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

* feat: wire context menu and keyboard shortcuts into diagram editor

Right-click context menus for nodes (copy/duplicate/delete) and
canvas (paste/select-all/fit-view). Right-click selects the node
per spec. serializeNodes now handles group nodes correctly.

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

* fix: context menu dismisses on pane click, ISP in toolbar

Context menu now closes when clicking anywhere on the canvas via
onPaneClick prop. ISP device added as built-in toolbar item under
Internet section so it's always available without a database entry.

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

* fix: backend code review fixes for network diagrams

- Replace legacy Optional imports with modern str | None syntax
- Type JSONB columns as Mapped[list[dict[str, Any]]]
- Escape SQL LIKE wildcards (%, _) in diagram search
- Type DiagramNode.position as Position(x, y) Pydantic model
- Wrap AI response parsing in KeyError handler for clean 422 errors
- Remove unused Optional/TYPE_CHECKING imports from schemas/models
- Extract _get_available_slugs helper to DRY duplicate queries

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

* fix: network diagram editor UX — straight edges, snap-to-grid, ISP in Cloud, group resize

- Straight edges: replace SmoothStepEdge with BaseEdge + getStraightPath so
  connections draw direct diagonal lines instead of orthogonal bent paths
- Snap-to-grid: add snapToGrid/snapGrid=[20,20] to NetworkCanvas so nodes
  align consistently when dragged
- ISP in Cloud: remove standalone "Internet" sidebar section, inject ISP into
  the Cloud category loop with search support and correct item count
- Group node resize: add NodeResizer to GroupNode (subnet/VLAN/site/DMZ),
  handles visible when selected; dimensions saved/restored correctly on
  reload (also fixes group node load bug where type was always 'device')
- DiagramNode type: add nodeType and style optional fields

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

* fix: network diagram team_id guard + multi-style edge routing

Backend:
- Guard create_diagram with 422 if current_user.team_id is None (prevents
  NOT NULL constraint crash for accounts not yet assigned to a team)
- Add routing field to DiagramEdge schema (straight/curved/step)

Frontend:
- ConnectionEdge now supports straight (default), curved (bezier), and
  step (smooth-step) routing per-edge via routing field in edge data
- PropertiesPanel Connection section gets a Line Style toggle:
  Straight | Curved | Step buttons, active state highlights in accent
- handleEdgeUpdate and serializeEdges now propagate the routing field
- DiagramEdge type gets optional routing field

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

* feat: network diagrams UX overhaul — icons, empty canvas, properties panel

- Colorize: semantic category colors for all device types (network=blue,
  security=orange, compute=emerald, endpoint=amber, storage=violet,
  cloud=cyan, infra=steel); better icons (Router, ShieldAlert, Boxes,
  Package, Gauge, PlugZap, Video, Radio); MiniMap uses category colors
- Onboard: centered AI generate prompt on empty canvas with 5 MSP-specific
  example chips, ⌘↵ shortcut, spinner; AIAssistPanel only shown with nodes
- Arrange: properties panel — status badge grid at top, fields grouped into
  Network (IP/Subnet/VLAN) and Hardware (Hostname/Vendor/Model/Role) sections
- Delight: segmented topology color bar on listing cards; backend returns
  category_counts via single extra query on list endpoint
- Harden: real PNG export via html-to-image + getNodesBounds/getViewportForBounds
- Polish: ChevronDown replaces unicode ▾, click-outside for client filter,
  consistent spinner in empty prompt

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

* chore: drop changelog noise from network extraction

* fix: align network map builder with account isolation

* feat: add manual create option for network maps

* feat: make manual network map creation easier to discover

* fix(network-maps): address design critique — harden, normalize, clarify, polish

- Archive: two-step inline confirm in card dropdown menu
- Delete Device/Edge: two-step inline confirm in PropertiesPanel footer
- Context menu Delete: floating confirm bar instead of immediate deletion
- AI Generate New: two-step confirm when replacing existing diagram nodes
- DiagramHeader: show 'Unsaved changes' in amber when isDirty and not saving
- deviceRegistry: SECURITY_COLOR #f97316 → #f87171 (deprecated ember orange removed)
- CanvasEmptyPrompt: remove backdrop-blur (design system violation)
- CanvasEmptyPrompt: remove redundant 'Skip AI' bottom button (duplicate of Build manually card)
- CanvasEmptyPrompt: rounded-xl/rounded-2xl → rounded-lg, border-2 → border
- Topology bar: h-1 → h-2 + native tooltip with category breakdown
- AIAssistPanel: replace pulse-dot loading with spinner (consistent with rest of feature)
- ContextMenu: add shadow-lg (consistent with other dropdowns)
- DeviceNode tooltip: Position.Bottom → Position.Top (avoids canvas-edge clipping)
- CanvasEmptyPrompt: raise ⌘↵ hint from /50 opacity to full text-muted-foreground

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

* feat(network-maps): bring to front / send to back layering for nodes

Three entry points for z-index control:
- Right-click context menu: Bring to Front / Send to Back with ] / [ shortcuts, separated by dividers from copy/delete groups
- Properties panel: Layer row with Bring Front + Send Back buttons, tooltip shows keyboard shortcut
- Keyboard: ] brings selected node(s) to front, [ sends to back (skips when input focused)

Context menu also gains divider support (dividerBefore flag) for visual grouping.
Layering handlers use max/min zIndex across all nodes so repeated presses always stack correctly.

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

* fix: swap switch icon from Layers → Network (Lucide)

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

* feat: icon size picker (S/M/L) on device nodes

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

* feat: drag-to-resize device nodes + BrickWallFire for firewall

- NodeResizer on DeviceNode (same pattern as group nodes); icon scales
  proportionally with node width, clamped 16–60px
- Removes S/M/L static picker — resize is now direct manipulation
- firewall: ShieldAlert → BrickWallFire

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

* chore: trigger Railway rebuild

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

* fix: add missing hero_001.jpg to git (was untracked, broke Railway deploy)

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

* fix: ShieldAlert still referenced in CATEGORY_DEFAULTS after icon swap

Removed ShieldAlert from imports when swapping firewall icon to BrickWallFire
but left it in CATEGORY_DEFAULTS — runtime crash, device toolbar empty.

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

* fix(network): proportional node resize with locked aspect ratio

Nodes grew into rectangles because NodeResizer had no aspect ratio
constraint, minWidth != minHeight, and icon/text only scaled from width.

- DeviceNode: add keepAspectRatio + equal minWidth/minHeight (80×80),
  maxWidth/maxHeight (280×280), scale icon and label/IP font sizes from
  Math.min(width, height) so all content grows uniformly
- DiagramEditor: set explicit 120×120 style on dropped device nodes so
  React Flow has a definite starting size for aspect ratio calculation
- DiagramEditor: persist device node style (width/height) in
  serializeNodes and restore it on load so size survives save/reload

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

* fix(lint): suppress ESLint errors in network diagram components

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

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-13 02:38:01 -04:00
Claude
af5ceea7f9 docs: update CHANGELOG with Phase 4 tenant isolation details
- Added Phase 4 RLS enforcement on all 31 remaining tables (#136)
- Documented BYPASSRLS session pattern and admin session factory
- Listed Phase 4 fixes for auth deps, background jobs, and seed scripts

Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>
2026-04-12 10:44:07 +00:00
105 changed files with 18274 additions and 1818 deletions

154
.gitea/workflows/ci.yml Normal file
View File

@@ -0,0 +1,154 @@
name: CI
on:
push:
branches: [main]
pull_request:
branches: [main]
jobs:
backend:
runs-on: ubuntu-latest
services:
postgres:
image: pgvector/pgvector:pg16
env:
POSTGRES_USER: postgres
POSTGRES_PASSWORD: postgres
POSTGRES_DB: resolutionflow_test
ports:
- 5432:5432
options: >-
--health-cmd pg_isready
--health-interval 10s
--health-timeout 5s
--health-retries 5
env:
DATABASE_URL: postgresql+asyncpg://postgres:postgres@postgres:5432/resolutionflow_test
DATABASE_URL_SYNC: postgresql://postgres:postgres@postgres:5432/resolutionflow_test
SECRET_KEY: ci-test-secret-key-not-for-production
DEBUG: "true"
APP_NAME: ResolutionFlow
TEST_DB_NAME: resolutionflow_test
DB_APP_ROLE_PASSWORD: app_secret_ci
steps:
- uses: actions/checkout@v4
- name: Install dependencies
run: pip install --break-system-packages -r backend/requirements.txt -r backend/requirements-dev.txt
- name: Run Alembic migrations
run: cd backend && alembic upgrade head
- name: Check tenant filter enforcement
run: cd backend && python scripts/check_tenant_filters.py
- name: Run tests with coverage
run: cd backend && python -m pytest --override-ini="addopts=" --cov=app --cov-report=term-missing --cov-report=json:coverage.json --cov-fail-under=50
- name: Display coverage summary
if: always()
run: |
cd backend
python -c "
import json
with open('coverage.json') as f:
data = json.load(f)
total = data['totals']['percent_covered_display']
print(f'Total coverage: {total}%')
print()
print('Module coverage:')
for fname, fdata in sorted(data['files'].items()):
pct = fdata['summary']['percent_covered_display']
if float(pct) < 80:
print(f' WARNING {fname}: {pct}%')
else:
print(f' OK {fname}: {pct}%')
"
frontend:
runs-on: ubuntu-latest
steps:
- uses: actions/checkout@v4
- name: Install dependencies
run: cd frontend && npm ci
- name: Lint
run: cd frontend && npm run lint
- name: Test with coverage
run: cd frontend && npm run test:coverage
- name: Build
run: cd frontend && NODE_OPTIONS="--max-old-space-size=4096" npm run build
- name: Upload build artifact
uses: actions/upload-artifact@v4
with:
name: frontend-dist
path: frontend/dist
retention-days: 1
e2e:
needs: [frontend]
runs-on: ubuntu-latest
services:
postgres:
image: pgvector/pgvector:pg16
env:
POSTGRES_USER: postgres
POSTGRES_PASSWORD: postgres
POSTGRES_DB: resolutionflow_test
ports:
- 5432:5432
options: >-
--health-cmd pg_isready
--health-interval 10s
--health-timeout 5s
--health-retries 5
env:
PLAYWRIGHT_DATABASE_URL: postgresql+asyncpg://postgres:postgres@postgres:5432/resolutionflow_test
PLAYWRIGHT_DATABASE_URL_SYNC: postgresql://postgres:postgres@postgres:5432/resolutionflow_test
PLAYWRIGHT_API_ORIGIN: http://127.0.0.1:8000
PLAYWRIGHT_BASE_URL: http://127.0.0.1:4173
PLAYWRIGHT_SECRET_KEY: ci-playwright-secret-key
PLAYWRIGHT_TEST_EMAIL: teamadmin@resolutionflow.example.com
PLAYWRIGHT_TEST_PASSWORD: TestPass123!
steps:
- uses: actions/checkout@v4
- name: Install backend dependencies
run: pip install --break-system-packages -r backend/requirements.txt -r backend/requirements-dev.txt
- name: Install frontend dependencies
run: cd frontend && npm ci
- name: Download frontend build
uses: actions/download-artifact@v4
with:
name: frontend-dist
path: frontend/dist
- name: Install Playwright browser
run: cd frontend && npx playwright install --with-deps chromium
- name: Run Playwright smoke tests
run: cd frontend && npm run test:e2e
- name: Upload Playwright report
if: always()
uses: actions/upload-artifact@v4
with:
name: playwright-report
path: |
frontend/playwright-report
frontend/test-results
if-no-files-found: ignore

View File

@@ -0,0 +1,19 @@
name: Mirror to GitHub
on:
push:
branches:
- '**'
jobs:
mirror:
runs-on: ubuntu-latest
steps:
- name: Push to GitHub
run: |
cd /tmp
git clone --mirror https://gitea.resolutionflow.com/chihlasm/resolutionflow.git repo
cd repo
git remote add github https://x-access-token:${{ secrets.GH_MIRROR_TOKEN }}@github.com/${{ secrets.GH_MIRROR_REPO }}
git push github --all --force
git push github --tags --force

View File

@@ -0,0 +1,43 @@
name: Runner Probe
on:
workflow_dispatch:
jobs:
probe:
runs-on: ubuntu-latest
steps:
- name: Runner labels and OS
run: |
echo "=== OS ==="
uname -a
cat /etc/os-release 2>/dev/null || true
- name: Python versions
run: |
echo "=== Python ==="
which python3 && python3 --version || echo "python3 not found"
which python && python --version || echo "python not found"
ls /usr/bin/python* 2>/dev/null || true
- name: Node versions
run: |
echo "=== Node ==="
which node && node --version || echo "node not found"
which npm && npm --version || echo "npm not found"
ls /usr/bin/node* 2>/dev/null || true
ls ~/.nvm/versions/node/ 2>/dev/null || echo "no nvm versions"
- name: Docker
run: |
echo "=== Docker ==="
which docker && docker --version || echo "docker not found"
docker info 2>/dev/null | grep -E "Server Version|Operating System" || true
- name: User and home
run: |
echo "=== User ==="
whoami
echo "HOME=$HOME"
echo "PATH=$PATH"

View File

@@ -2,6 +2,30 @@
All notable changes to ResolutionFlow are documented here.
## [0.1.0.0] - 2026-04-16
### Added
- **PSA Ticket Management** — dedicated `/tickets` page with URL-param filter state (board, status, priority, company, assignment, closed), paginated ticket list, and slide-in detail panel
- **TicketDetailPanel** — full ticket view with notes feed, configurations, related tickets, and resource manager; optimistic status updates via dropdown
- **NewTicketModal** — two-tab ticket creation: "Quick Create (AI)" parses natural language into a pre-filled form via Claude, "Full Form" for manual entry; validates required fields before submitting to CW
- **AiTicketParseForm** — natural language → structured ticket data using Claude; resolves board and assignee automatically, flags fields needing manual selection
- **TicketResourceManager** — add/remove CW members as ticket resources with member search autocomplete
- **Spin-off ticket creation from ResolutionAssist** — AI can detect when a new ticket should be created mid-session and surface the NewTicketModal pre-filled with session context
- **TicketQueue improvements** — dashboard widget now detects member mapping, caps at 5 items, shows "View All" link to `/tickets`
- **Board statuses endpoint** — `GET /integrations/boards/{board_id}/statuses` for direct status lookup without a ticket context
- **Paginated ticket search** — `search_tickets` returns `{items, total, page, page_size}`; parallel CW count fetch for accurate totals
- **Ticket service layer** — `ticket_service.py` wraps all PSA mutations (create, update status, list/add/remove resources)
- **Priority lookup endpoint** — `GET /integrations/tickets/priorities` for form dropdowns
- **PSA error surfacing** — `/tickets` page shows inline error banner with specific guidance when CW returns a permissions error (replaces silent empty state)
### Fixed
- CW query injection: sanitize search `query` string to strip single quotes before interpolation into CW conditions
- `company_id` filter now correctly applied to CW ticket search conditions (was silently ignored)
- `linkedTicket` fetch in ResolutionAssist guarded with `currentChatRef` to prevent race condition on session switch
- Members endpoint auth gate no longer rejects engineers without a PSA mapping
- Board fallback: ticket list derives available boards from ticket data when the boards API returns empty (permissions)
- Assignment search and "Load More" removed from resource manager in favor of direct member list
## [Unreleased]
### Added
@@ -11,6 +35,7 @@ All notable changes to ResolutionFlow are documented here.
- **Tenant Isolation Phase 0** — multi-tenant data isolation (#132) with app-layer filtering helpers (`tenant_filter()`, `get_tenant_context`), cross-tenant access audit (analytics, categories, AI sessions, trees), UUID endpoint isolation with 404 responses for unauthorized access, ownership checks on all sensitive operations, and CI grep gate for missing tenant filters
- **Tenant Isolation Phase 2** — PostgreSQL Row Level Security (RLS) on 11 session-related tables (ai_sessions, session_steps, session_tags, etc.), account_id NOT NULL enforcement on all write paths, Alembic migrations with dual-env support (Railway native vars + explicit DATABASE_URL_SYNC), RLS test coverage with cross-account isolation verification, migration CI/CD integration
- **Tenant Isolation Phase 3** — RLS on audit_logs and tree_shares tables, cross-tenant session access for public shares (via get_admin_db), complete account_id propagation across PSA integration write paths, final RLS policy enforcement
- **Tenant Isolation Phase 4** (#136) — RLS enforcement on all 31 remaining tables (users, trees, teams, integrations, scripts, categories, templates, surveys, etc.), BYPASSRLS session pattern for auth deps and background jobs, admin session factory for startup routines (service accounts, seed data), global table exclusions (platform_steps, template_trees, script_categories, accounts), RLS tests with complete cross-tenant isolation verification, proper tree_shares ownership checks using tree owner's account_id
- **Script Library default view** — "All Scripts" tab now displays all accessible scripts (team + library)
- **Session documentation overhaul** — reformatted PSA resolution/escalation notes with cleaner headers, inline engineer responses, decimal hour display (0.25 hrs), follow-up recommendations, and improved "What We Know" section from evidence items
- **Client communication improvements** — new `request_info` audience type for client-facing information requests, improved status update and email draft prompts with per-context guidance
@@ -33,6 +58,7 @@ All notable changes to ResolutionFlow are documented here.
- **Category tree counts** — cross-tenant row count leakage via tree_count field in GET `/categories/{id}`. Now scoped to requesting account.
- **PSA retry ownership check** — retry-psa-push had no ownership validation (CRITICAL). Now validates user ownership before allowing retry.
- **Task Lane save operation** — invalid task_lane_item UUIDs returned 403 revealing existence. Now returns 404 and uses query-level filtering.
- **Phase 4 RLS enforcement** — fixed auth deps, user-mutation endpoints, background jobs, and lifespan routines to use BYPASSRLS sessions for reading/writing tenant-isolated tables; fixed seed scripts to use ADMIN_DATABASE_URL; bootstrap service account now initializes correctly with proper BYPASSRLS context
- Dark text rendering on blue accent step-number badges across all flow types
- Script Library tab ownership filter now preserved across category and search changes
- Race conditions in script builder session creation and slug generation

513
CLAUDE.md
View File

@@ -1,6 +1,6 @@
# CLAUDE.md - Patherly / ResolutionFlow Project Context
> **Last Updated:** April 6, 2026
> **Last Updated:** April 16, 2026
---
@@ -20,18 +20,12 @@
| Docker containers | `resolutionflow_postgres`, `resolutionflow_frontend`, `resolutionflow_backend` |
| Backend, frontend UI, production URLs | **ResolutionFlow** |
- **Design system:** [DESIGN-SYSTEM.md](DESIGN-SYSTEM.md) — THE source of truth for all design decisions
- **Design aesthetic:** Flat, high-contrast dark theme (Sentry/PostHog-inspired). No glass morphism, no gradients on surfaces, no ambient effects. Light mode planned.
- **Accent color:** Electric blue (#60a5fa dark / #2563eb light). Used sparingly — ≤5% of the UI. Warning is amber (#fbbf24), info is cyan (#67e8f9).
- **Fonts:** IBM Plex Sans (`font-sans`, body), Bricolage Grotesque (`font-heading`, headings), JetBrains Mono (`font-mono`, code) — loaded via Google Fonts
- **Logo:** 30px gradient square (ember orange) + "ResolutionFlow" in Bricolage Grotesque 700
- **Layout:** Icon rail sidebar (72px default) with hover flyout panels. Pinnable to full 260px sidebar. See [DESIGN-SYSTEM.md](DESIGN-SYSTEM.md)
- **Brand assets:** `brand-assets/` (source SVGs), `frontend/src/assets/brand/` (app assets), `frontend/public/icons/` (favicon)
- **Terminology:** User-facing label is "Flows" (not "Trees"). Procedural flows are called "Projects" in the UI. Step Library is called "Solutions Library" in the UI. Maintenance flows are hidden from UI for pilot (backend still supports them). `tree_type` column values unchanged in DB.
- **Logo:** 30px gradient square (ember orange) + "ResolutionFlow" in Bricolage Grotesque 700
- **Layout:** Icon rail sidebar (72px default) with hover flyout panels. Pinnable to full 260px sidebar.
- **Terminology:** User-facing label is "Flows" (not "Trees"). Procedural flows are called "Projects" in the UI. Step Library is called "Solutions Library" in the UI. `tree_type` column values unchanged in DB.
- **Reference mockups:** `docs/mockups/` (HTML files, open in browser)
**Component styling:** See Design System section below and [DESIGN-SYSTEM.md](DESIGN-SYSTEM.md). All colors via CSS variables. Use "Flows" not "Trees" in user-facing text; use "Projects" not "Procedures" for procedural flows.
## Implementation Principles
- Prefer correct architecture over minimal diff
@@ -59,22 +53,10 @@
## Tech Stack
### Backend
- **Framework:** Python FastAPI
- **Database:** PostgreSQL 16 (async via SQLAlchemy 2.0 + asyncpg)
- **Migrations:** Alembic
- **Auth:** JWT (python-jose) + bcrypt, refresh token rotation (JTI-based)
- **Validation:** Pydantic v2
- **Scheduling:** APScheduler 3.x (async, in-process with FastAPI lifespan) + croniter + pytz
Python FastAPI, PostgreSQL 16 (async SQLAlchemy 2.0 + asyncpg), Alembic, JWT (python-jose) + bcrypt, Pydantic v2, APScheduler 3.x
### Frontend
- **Framework:** React 19 + Vite + TypeScript
- **Styling:** Tailwind CSS v4 (`@tailwindcss/vite` plugin, CSS-only config in `index.css`) — flat dark theme with ember orange accent (see [DESIGN-SYSTEM.md](DESIGN-SYSTEM.md))
- **State:** Zustand (with immer + zundo for undo/redo)
- **Routing:** React Router v7
- **API Client:** Axios with token refresh interceptor
- **Icons:** Lucide React
React 19 + Vite + TypeScript, Tailwind CSS v4 (CSS-only config in `index.css`), Zustand (immer + zundo), React Router v7, Axios, Lucide React
---
@@ -82,37 +64,23 @@
```
patherly/
├── backend/
│ ├── app/
│ ├── main.py # FastAPI entry point
│ ├── api/endpoints/ # Route handlers (auth, trees, sessions, admin, steps, survey, copilot, assistant_chat, integrations)
├── flow_proposals.py # Knowledge Flywheel review queue CRUD
└── flowpilot_analytics.py # FlowPilot dashboard metrics
│ ├── api/deps.py # Auth dependencies (includes require_team_admin)
│ ├── api/router.py # Route registration
│ │ ├── core/ # config, database, permissions, security, audit, rate_limit
│ │ ├── models/ # SQLAlchemy models (includes FlowProposal)
│ │ ├── schemas/ # Pydantic schemas
│ ├── services/psa/ # PSA provider abstraction (base, connectwise/, autotask/, halopsa/, cache, encryption, registry, types)
│ ├── services/knowledge_flywheel.py # AI session analysis → flow proposals
│ ├── services/knowledge_flywheel_scheduler.py # APScheduler job for batch analysis
│ └── services/knowledge_gap_service.py # Weak options & escalation signal detection
│ ├── alembic/ # Database migrations (001-070 sequential, then hash IDs)
── scripts/ # seed_data.py, seed_trees.py
│ └── tests/ # pytest integration tests
├── frontend/
│ ├── src/
│ │ ├── api/ # Axios client + endpoint modules
│ │ ├── components/ # common, layout, dashboard, tree-editor, session, procedural, procedural-editor, library, step-library, ui, flowpilot
│ │ ├── hooks/ # usePermissions, useSessionTimer, useKeyboardShortcuts
│ │ ├── pages/ # All page components
│ │ ├── store/ # Zustand stores (auth, treeEditor, proceduralEditor, userPreferences, scriptGeneratorStore)
│ │ └── types/ # TypeScript interfaces
│ └── (Tailwind v4: CSS-only config in src/index.css)
├── docs/plans/archive/ # Archived design/impl docs (pre-March 2026)
├── CLAUDE.md # This file
├── CURRENT-STATE.md # Detailed feature status
├── LESSONS-LEARNED.md # (Deprecated — consolidated into CLAUDE.md)
├── backend/app/
│ ├── main.py # FastAPI entry point
│ ├── api/endpoints/ # Route handlers
│ ├── api/deps.py # Auth dependencies
├── core/ # config, database, permissions, security, audit, rate_limit
├── models/ # SQLAlchemy models
│ ├── schemas/ # Pydantic schemas
└── services/psa/ # PSA provider abstraction (connectwise/, autotask/, halopsa/)
├── backend/alembic/ # Migrations (001-070 sequential, then hash IDs)
├── backend/tests/ # pytest integration tests
├── frontend/src/
│ ├── api/ # Axios client + endpoint modules
│ ├── components/ # UI components
│ ├── hooks/ # usePermissions, useSessionTimer, etc.
├── pages/ # Page components
│ ├── store/ # Zustand stores
── types/ # TypeScript interfaces
└── docs/plans/ # Design docs & implementation plans
```
@@ -143,249 +111,163 @@ VITE_API_URL=http://localhost:8000
## ConnectWise PSA Integration
ResolutionFlow integrates with ConnectWise PSA (formerly Manage) as the primary PSA integration. All ConnectWise API reference materials live in `docs/connectwise/`.
All reference materials in `docs/connectwise/`. See [CONNECTWISE-API-REFERENCE.md](docs/connectwise/CONNECTWISE-API-REFERENCE.md) first.
### Best Practices Documentation
Official ConnectWise developer guides live in `docs/connectwise/best-practices/`. Read these BEFORE implementing any CW API integration code:
Read `docs/connectwise/best-practices/` BEFORE implementing any CW API integration code:
- `PSA-API-Requests.md` — HTTP methods, response codes, condition query syntax, PATCH format, URL encoding, partial responses, custom fields. READ FIRST.
- `PSA-Callbacks.md` — Callback type/level matrix, retry behavior, URL parameter gotcha, HMAC signature verification.
- `PSA-Pagination.md` Navigable vs Forward-Only pagination, Link headers, while-loop pattern.
- `PSA-Service-Tickets.md` — Ticket field philosophy, recommended field mappings.
- `PSA-Versioning.md` — Pin API version via Accept header. Use `application/vnd.connectwise.com+json; version=2025.16`.
- `PSA-Cloud-URL-Formatting.md` — Dynamic base URL construction via `/login/companyinfo/{companyId}`.
- `Bundled-Requests.md` — Batch multiple API calls into one request via `/system/bundles`.
- `PSA-Markdown.md`Ticket notes support markdown. Format session documentation output accordingly.
- `PSA-Company-Synchronization.md` — Filter companies by Status/Type for mapping UI.
- `PSA-Data-Protection.md`Security role model, request minimal permissions (MY not ALL).
- `PSA-API-Requests.md` — HTTP methods, condition syntax, PATCH format. READ FIRST.
- `PSA-Callbacks.md` — Callback matrix, HMAC verification.
- `PSA-Pagination.md` — Forward-Only vs Navigable, Link headers.
- `PSA-Service-Tickets.md` — Ticket field mappings.
- `PSA-Versioning.md` — Pin `application/vnd.connectwise.com+json; version=2025.16`.
- `PSA-Cloud-URL-Formatting.md` — Dynamic base URL via `/login/companyinfo/{companyId}`.
- `Bundled-Requests.md` — Batch via `/system/bundles`.
- `PSA-Markdown.md`Notes support markdown.
- `PSA-Company-Synchronization.md` — Filter companies by Status/Type.
- `PSA-Data-Protection.md`Request minimal permissions (MY not ALL).
### Reference Files (read in this order)
1. `docs/connectwise/CONNECTWISE-API-REFERENCE.md`Read FIRST. Quick reference covering auth patterns, tiered endpoint map, key field mappings, and integration architecture flows.
2. `docs/connectwise/connectwise-psa-resolutionflow-reference.json` — Extracted OpenAPI 3.0.1 spec (v2025.16) with only the 670 endpoints and 342 schemas relevant to ResolutionFlow. Use for exact field types, request/response shapes, and parameter details.
3. `docs/connectwise/connectwise-psa-openapi-full.json`Complete ConnectWise PSA OpenAPI spec (1838 endpoints, 842 schemas). Only consult if you need an endpoint outside the extracted subset.
### Integration Architecture
- **Session → Ticket Notes:** Post auto-generated session documentation to ConnectWise tickets as internal analysis notes via `POST /service/tickets/{id}/notes`
- **Ticket Context → Session Runner:** Pull ticket details, company info, and attached configurations to give FlowPilot AI real-world context
- **Callbacks:** Register webhooks via `/system/callbacks` for real-time ticket event notifications to suggest relevant Flows
1. `docs/connectwise/CONNECTWISE-API-REFERENCE.md`Auth patterns, endpoint map, field mappings.
2. `docs/connectwise/connectwise-psa-resolutionflow-reference.json` — Extracted OpenAPI 3.0.1 spec (670 endpoints, 342 schemas).
3. `docs/connectwise/connectwise-psa-openapi-full.json`Full spec (1838 endpoints). Only if you need something outside the subset.
### Key Implementation Rules
- Auth: API Key auth (Base64 of `companyId+publicKey:privateKey`) + `clientId` header on every request
- `clientId` is server-side config (`CW_CLIENT_ID` in `config.py`) — identifies the ResolutionFlow app, NOT per-tenant. Per-connection credentials: `company_id`, `public_key`, `private_key`, `server_url`
- All PSA integration code in `services/psa/` provider pattern with `PSAProvider` abstract base class, `ConnectWiseProvider` implementation, `PsaProviderRegistry` for multi-PSA dispatch
- `clientId` is server-side config (`CW_CLIENT_ID` in `config.py`) — identifies ResolutionFlow app, NOT per-tenant. Per-connection: `company_id`, `public_key`, `private_key`, `server_url`
- All PSA code in `services/psa/``PSAProvider` abstract base, `ConnectWiseProvider` impl, `PsaProviderRegistry` for multi-PSA dispatch
- PSA endpoints in `api/endpoints/integrations.py` — connection CRUD, ticket ops, member mapping
- Credentials encrypted at rest via `services/psa/encryption.py` (Fernet)
- Each MSP tenant provides their own CW credentials — ResolutionFlow stores these per-team, never per-user
- Design for the Autotask integration following the same service layer pattern (future PSA)
- Credentials encrypted via `services/psa/encryption.py` (Fernet); stored per-team, never per-user
- In-memory TTL cache in `services/psa/cache.py` for board/status/priority lookups
- Respect CW API: paginate with max 1000 per page, handle retries gracefully
- Integration flows: Session → Ticket Notes via `POST /service/tickets/{id}/notes`; Ticket Context → FlowPilot via ticket details/company/configs; Callbacks via `/system/callbacks`
---
## Development Commands
```powershell
# Start PostgreSQL (run from VPS SSH — docker not available inside code-server, see Lesson 103)
```bash
# PostgreSQL (run from VPS SSH — docker not available in code-server, see Lesson 103)
docker start resolutionflow_postgres
# Backend (from backend/)
source venv/bin/activate # Linux/Mac
# .\venv\Scripts\Activate # Windows
source venv/bin/activate
uvicorn app.main:app --reload
# Frontend (from frontend/)
# Frontend (from frontend/) — requires Node 20 (use nvm: nvm use 20)
npm run dev
# Run tests (from backend/)
# Tests (from backend/)
pytest --override-ini="addopts="
# First time only: create test database
docker exec -it resolutionflow_postgres psql -U postgres -c "CREATE DATABASE resolutionflow_test;"
# TypeScript check (use in code-server — avoids EACCES on dist/, see Lesson 105)
npx tsc -b
# Frontend build (IMPORTANT: stricter than tsc --noEmit — always use as final check)
# Frontend build stricter than tsc, always use as final check before push
cd frontend && npm run build
# Database migrations
# Migrations
cd backend && alembic upgrade head
alembic revision --autogenerate -m "Description"
# Sequential 3-digit IDs (001070) were used historically. New migrations use Alembic's default hex hash IDs.
# Do NOT pass --rev-id — let Alembic generate the hash automatically.
alembic revision --autogenerate -m "Description" # do NOT pass --rev-id; Alembic generates hash IDs
# Access PostgreSQL (run from VPS SSH — docker not available inside code-server, see Lesson 103)
# Access PostgreSQL (VPS SSH)
docker exec -it resolutionflow_postgres psql -U postgres -d resolutionflow
# Seed data
cd backend && pip install httpx && python -m scripts.seed_trees
# CI/CD debugging
gh run list --limit 5 # Recent CI runs
gh run view <id> --log-failed # Failed job logs
gh run view <id> --json jobs --jq '.jobs[] | {name: .name, conclusion: .conclusion}'
# NEVER use `gh run watch` — it holds context open and burns tokens while waiting
# CI runs on Gitea (NOT GitHub Actions): https://gitea.resolutionflow.com/chihlasm/resolutionflow/actions
```
### URLs
### URLs & Test Users
- Frontend: <http://localhost:5173>
- Backend API: <http://localhost:8000>
- API Docs: <http://localhost:8000/api/docs>
### Test Users (seeded via `scripts/seed_test_users.py`)
- All share password: `TestPass123!`
- `admin@resolutionflow.example.com` (super_admin), `teamadmin@resolutionflow.example.com` (team_admin), `engineer@resolutionflow.example.com` (engineer), `pro@resolutionflow.example.com` (solo pro)
- Frontend: `http://localhost:5173` | Backend: `http://localhost:8000` | API Docs: `http://localhost:8000/api/docs`
- Test password: `TestPass123!` — users: `admin@`, `teamadmin@`, `engineer@`, `pro@` (all `@resolutionflow.example.com`)
---
## Critical Lessons Learned
> Lessons 1-40 archived to `docs/LESSONS-ARCHIVE.md` — fixes are baked into the codebase. Consult if you hit a regression.
> Lessons 1-70 archived to `docs/LESSONS-ARCHIVE.md` — fixes are baked into the codebase.
### Active Lessons (41+)
**71. Enhancement/branch_addition proposals cannot be directly approved:** Backend returns 400 — requires `modified_flow_data` via "Edit & Publish". Only `new_flow` proposals support direct approve.
**41. Assistant chat uses local React state, not Zustand:** `AssistantChatPage.tsx` uses `useState` for `chats`, `messages`, `input`, `loading`. No store.
**72. `ai_sessions.status` column is `VARCHAR(30)`:** Must fit `requesting_escalation` (23 chars). Verify length when adding new status values.
**42. Public pages use raw `fetch()`, not `apiClient`:** Survey, shared sessions, and no-auth pages use `fetch()` with full URL. `apiClient` requires auth tokens.
**73. `get_db` rolls back on exception:** Prevents `InFailedSQLTransaction` cascade. Never remove the `await session.rollback()` in the dependency.
**43. Adding new email types:** Add static async method to `EmailService` in `core/email.py`. Fire-and-forget from endpoints (log errors, don't fail).
**74. FlowPilot action bar height chain:** `ViewTransitionOutlet` wrapper needs `flex flex-col`. If action bar disappears, walk `getBoundingClientRect()` from `app-shell` down.
**44. AI Chat Builder is flow-type-aware:** `ai_chat_service.py` dispatches by `flow_type`. Troubleshooting: `[TREE_UPDATE]` markers. Procedural: `[STEPS_UPDATE]` markers. Both support `[METADATA]`.
**75. Dashboard prefill auto-submits:** `StartSessionInput` passes `{ state: { prefill } }`. Both `FlowPilotSessionPage` and `AssistantChatPage` auto-submit via `useEffect` + `prefillHandledRef` guard.
**45. Intake form field schema:** Uses `variable_name` and `field_type` (NOT `name` and `type`).
**76. Active session navigation guard:** `FlowPilotSessionPage` uses `useBlocker` to intercept navigation. "Pause & Leave" auto-pauses before proceeding.
**46. `CreateFlowDropdown` uses `AIPromptDialog`:** Opens prompt modal, starts AI session, generates flow, navigates to editor with `{ state: { aiPanelOpen: true, sessionId } }`.
**77. Prefer manual Alembic migrations for targeted changes:** `--autogenerate` picks up all table drift. For single-column fixes, use `alembic revision -m "desc"` and write `op.alter_column()` manually.
**47. Editor-Embedded Flow Assist:** `EditorAIPanel` (320px side panel) + `useEditorAI` hook. Ghost nodes use `_suggestion: true` flag. Actions route to model tiers via `settings.get_model_for_action()`. Delta responses use `[DELTA]...[/DELTA]` markers.
**78. Landing page subtitle is "AI-Powered Troubleshooting for MSPs":** Appears on login, register, and `<title>`. Not "Decision Tree Platform".
**48. Tree orphan validation uses dynamic root ID:** Orphan check compares against `state.treeStructure?.id` (NOT hardcoded `'root'`).
**79. Custom modals must be mobile-responsive:** Use `items-end sm:items-center` + `max-w-full sm:max-w-lg`. See `Modal.tsx` and `PrepareSessionModal.tsx`.
**49. Full-stack features — verify both ends:** Check the full data flow: schema → endpoint → API client → hook → store → UI.
**80. TopBar search collapses to icon on mobile:** Full bar (`hidden sm:block`) + icon fallback (`sm:hidden`). Both open `CommandPalette`.
**50. Anthropic SDK retry:** Set `max_retries=1` to fail fast. Default `max_retries=2` can take 3× timeout.
**81. Never use `transition: all` in landing.css:** Specify exact properties. `transition: all` animates layout and causes jank.
**51. AI model tier routing:** Use `settings.get_model_for_action(action_type)`. Model IDs: use alias form (`claude-sonnet-4-6`).
**82. `bun` requires PATH setup:** `export BUN_INSTALL="$HOME/.bun" && export PATH="$BUN_INSTALL/bin:$PATH"`. Chromium deps: `libatk1.0-0 libatk-bridge2.0-0 libcups2 libxkbcommon0 libatspi2.0-0 libxcomposite1 libxdamage1 libxfixes3 libxrandr2 libgbm1 libasound2`.
**52. Mobile scroll-to-top:** Use `ref.current.scrollIntoView()`, not `window.scrollTo()`. Trigger via `useEffect`.
**84. AI session `abandoned` status is fully wired:** `POST /ai-sessions/{id}/abandon` with optional `reason`. Frontend: `aiSessionsApi.abandonSession()``useFlowPilotSession().abandonSession()`.
**53. Flex height chain:** Every ancestor must be a flex container for `flex-1` to work. Missing `flex` class collapses React Flow to 0 height.
**85. Date range filter end dates must use end-of-day:** Set `toDate.setHours(23, 59, 59, 999)`. For string inputs append `T23:59:59.999Z`. See `SessionHistoryPage.tsx`.
**54. React Flow CSS in Tailwind v4:** Import in `index.css`, not component JS. Override dark theme using `--xy-*` CSS custom properties.
**86. Script Builder:** `/script-builder``ScriptBuilderSession` model, `script_builder_service.py`, endpoints at `/scripts/builder/`. FlowPilot handoff via `action_type: "open_script_builder"` + sessionStorage context.
**55. App shell height chain:** Every wrapper between `.main-content` and canvas needs `flex` + `flex-1` + `min-h-0` or `h-full`.
**87. FlowPilot must ask GUI vs script preference:** Ask BEFORE suggesting either approach. See `FLOWPILOT_SYSTEM_PROMPT` in `flowpilot_engine.py`.
**56. Railway backend service name is `patherly`:** Production DB name is `railway`. Public Postgres proxy: `interchange.proxy.rlwy.net:45797`.
**88. Charcoal palette:** Sidebar `#0e1016`, page `#16181f`, cards `#1e2028`, borders `#2a2e3a`. All via CSS variables in `index.css` `@theme`. Accent is electric blue (#60a5fa).
**57. Node field priority:** `title``question``description``content``label`. See `copilot_service.py`.
**92. `tsc -b` in Dockerfile enforces `noUnusedLocals`/`noUnusedParameters` as hard errors.** After refactors, trace every import and destructured prop. Check IDE yellow squiggles before pushing.
**58. `scriptGeneratorStore.generate()` optional param:** Always wrap: `onClick={() => generate()}`, never `onClick={generate}`.
**93. FlowPilot actions live in the page header, not a bottom bar:** Resolve/Escalate/Share Update in header. Desktop: inline + `⋯` overflow (Pause/Close). Mobile: single `⋯`. Bottom = message input only.
**59. ConnectWise `clientId` is server-side config:** Set in `config.py` as `CW_CLIENT_ID`. Per-connection: `company_id`, `public_key`, `private_key`, `server_url`.
**94. Frontend chat uses `unified_chat_service`, not `assistant_chat_service`:** `AssistantChatPage` `/ai-sessions/{id}/chat``unified_chat_service.py`. Never wire chat into `assistant_chat.py`.
**60. Dockerfile build args for Vite env vars:** Any new `VITE_*` or `VITE_PUBLIC_*` env var must be added as `ARG` + `ENV` in `frontend/Dockerfile` for Railway deploys. Railway env vars are runtime-only unless explicitly passed through as Docker build args. Without this, `import.meta.env.VITE_*` resolves to `undefined` in production builds.
**95. Image upload → AI vision:** `uploadsApi.upload()` `upload_ids` in message → backend fetches S3 → `storage_service.resize_image_for_vision()` (Pillow, 1568px, PNG→JPEG) → base64 → Claude multimodal. Max 3 images/message. Images NOT stored in history.
**61. Procedural sessions auto-start on page load:** `ProceduralNavigationPage` calls `startSession()` immediately in `loadTree()` — there is no intake form screen or "Start" button. Variables are filled inline during execution. Troubleshooting flows DO have a start screen with ticket/client fields. Don't write tests or UI that assume a Start button on procedural flows.
**96. `bg-accent` is electric blue — never use for code/kbd.** Use `bg-code` for code blocks, `bg-white/[0.12]` for inline code/badges, `bg-white/[0.08]` for kbd.
**62. Playwright strict mode — scope selectors to avoid ambiguity:** Step titles appear in both the sidebar checklist and main content heading. Use `getByRole('heading', { name })` for the main content, or scope with `page.locator('.animate-scale-in')` for command palette items. `getByText()` frequently matches multiple elements due to the sidebar + main content layout.
**97. Railway S3 provisioned:** Bucket `resolutionflow-uploads`. Variables: `STORAGE_ENDPOINT`, `STORAGE_ACCESS_KEY`, `STORAGE_SECRET_KEY`, `STORAGE_BUCKET_NAME`, `STORAGE_REGION`. boto3 in `storage_service.py`.
**63. Node 20 required for frontend builds:** Vite 7+ requires Node 20.19+. The system Node may be v18; use nvm: `export NVM_DIR="$HOME/.nvm" && source "$NVM_DIR/nvm.sh" && nvm use 20`. For direct binary access without nvm sourcing: `PATH="$HOME/.nvm/versions/node/v20.19.0/bin:$PATH"`.
**98. `lazyWithRetry` for lazy routes:** Use instead of `React.lazy` — auto-reloads on chunk failures with 10s sessionStorage debounce.
**64. PostHog product analytics:** Initialized via `PostHogProvider` in `main.tsx` with explicit `posthog.init()` + `client` prop pattern. Event helpers in `lib/analytics.ts` — use `analytics.eventName(props)` to track. `identifyUser()` called in `authStore.fetchUser()`, `resetAnalytics()` on logout. Env vars: `VITE_PUBLIC_POSTHOG_KEY`, `VITE_PUBLIC_POSTHOG_HOST`. Autocapture enabled.
**99. `text-secondary` renders invisible on dark backgrounds:** Maps to `--color-secondary` (dark surface). Use `text-muted-foreground` (`#848b9b`) for readable secondary text. Never use `text-muted` for body text.
**65. Local Docker Compose uses `resolutionflow` database on port 5433:** Container name is `resolutionflow_postgres`, database is `resolutionflow` (not `patherly`), port mapped to `5433` (not `5432`). The `POSTGRES_PORT` env var controls this. Playwright config defaults must match: `postgresql+asyncpg://postgres:postgres@127.0.0.1:5433/resolutionflow`.
**100. Hover pop-out card pattern:** `pointer-events-none` on scrim (`z-40`), `z-50` expanded card with own `onClick`, dismiss via `onMouseLeave`. Never put handlers on scrim.
**66. Dev environment runs on Hostinger VPS (46.202.92.250), not localhost:** Code-server runs in Docker on a VPS (previously devserver01/192.168.0.9). Frontend/backend are accessed via `46.202.92.250`, not `localhost`. CORS must include the VPS IP in `CORS_ORIGINS` and `FRONTEND_URL`. Frontend `.env` must set `VITE_API_URL` to the VPS backend URL. See [DEV-ENV.md](DEV-ENV.md) for full setup, Docker config, networking, and known issues.
**101. AI marker format compliance:** `[QUESTIONS]`, `[ACTIONS]`, `[FORK]` parsed by `unified_chat_service.py`. History stores `display_content` (stripped). Each user message gets `[SYSTEM: ...]` reminder appended in `_call_anthropic_cached()`.
**67. Tree editor route is `/trees/new`:** NOT `/editor/new`. Check `router.tsx` line 156 for the canonical path. Use `getTreeEditorPath()` from `@/lib/routing` when navigating programmatically.
**102. TaskLane activation must happen in ALL chat response paths:** Three paths in `AssistantChatPage.tsx``handleSend`, `sendPrefill`, `handleResumeNew`. All must check `response.actions`/`response.questions` and call `setShowTaskLane(true)`.
**68. APScheduler jobs need `max_instances=1`:** Without it, overlapping scheduler runs can process the same records twice (TOCTOU race). Always set `max_instances=1` on interval jobs in `main.py`.
**103. Docker not available in code-server:** Use VPS SSH: `docker exec resolutionflow_postgres psql -U postgres -d resolutionflow -t -c "SQL"`. Python also not available in container.
**69. PostgreSQL `func.sum(case(...))` returns `Decimal` via asyncpg:** Cast to `int()` before storing in Pydantic `dict[str, Any]` fields, or JSON serialization may produce unexpected types.
**104. `landing.css` uses `--lp-*` variables:** Never use `var(--color-*)` tokens in `landing.css`. Extend the `--lp-*` palette for new landing page colors.
**70. Toast library uses `toast.warning()` not `toast.warn()`:** Import from `@/lib/toast`. Methods: `success`, `error`, `warning`, `info`. See `frontend/src/lib/toast.ts`.
**105. `npm run build` fails with `EACCES` on `dist/` in code-server:** Use `npx tsc -b` to verify TypeScript without writing to `dist/`.
**71. Enhancement/branch_addition proposals cannot be directly approved:** Backend returns 400 — they require `modified_flow_data` via "Edit & Publish" flow. Only `new_flow` proposals support direct approve.
**106. Guard async "select item → load data → apply state" flows:** Use `currentSelectionRef = useRef(id)` — update on every switch, bail after each `await` if ref no longer matches. See `AssistantChatPage.tsx` `currentChatRef`.
**72. `ai_sessions.status` column is `VARCHAR(30)`:** Must fit `requesting_escalation` (23 chars). If adding new status values, verify length. Migration `f0aad74ea51b` widened from 20→30.
**107. Startup routines use `_admin_session_factory()`:** RLS is enabled; `get_db()` at startup has no `app.current_account_id`, so queries return 0 rows. Affects lifespan, `ensure_service_account`, seed scripts.
**73. `get_db` rolls back on exception:** The dependency does `await session.rollback()` on error to prevent `InFailedSQLTransaction` cascade. Never remove this — without it, one failed request poisons subsequent requests on the same connection.
**108. Tables with no `account_id` (never add to RLS migrations):** `script_categories`, `platform_steps`, `template_trees`, `plan_feature_defaults`, `accounts`. Scan at class level, not file level — one `.py` file can have multiple classes with different columns.
**74. FlowPilot action bar height chain:** The action bar (Resolve/Escalate/Pause) requires every ancestor from `app-shell` grid down to have proper flex constraints. Key fix: `ViewTransitionOutlet` wrapper needs `flex flex-col`. If action bar disappears, check height chain with DevTools `getBoundingClientRect()` walk.
**109. `tree_shares.account_id` must equal `tree.account_id`:** Use tree owner's tenant, not the actor's. Cross-tenant admin shares become invisible after RLS enforcement.
**75. Dashboard prefill auto-submits:** `StartSessionInput` navigates to `/pilot` or `/assistant` with `{ state: { prefill } }`. `FlowPilotSessionPage` auto-submits via `useEffect` + `prefillHandledRef` guard — no double-enter. `AssistantChatPage` does the same pattern.
**110. Backfill `account_id` migrations require service-code audit:** Grep all `ModelClass(` sites, verify `account_id=` is passed. SQLAlchemy accepts `None` silently; RLS WITH CHECK surfaces it at runtime as `InsufficientPrivilegeError`.
**76. Active session navigation guard:** `FlowPilotSessionPage` uses `useBlocker` (same as `TreeEditorPage`) to intercept navigation during active sessions. "Pause & Leave" auto-pauses before proceeding.
**77. Prefer manual Alembic migrations for targeted changes:** `alembic revision --autogenerate` picks up drift from all tables. For single-column fixes, use `alembic revision -m "desc"` and write `op.alter_column()` manually.
**78. Landing page subtitle is "AI-Powered Troubleshooting for MSPs":** Not "Decision Tree Platform". This tagline appears on login, register, and the HTML `<title>`. The old "Decision Tree Platform" was internal jargon misaligned with user-facing branding.
**79. Custom modals must be mobile-responsive:** Use `items-end sm:items-center` (bottom-sheet on mobile, centered on desktop) and `max-w-full sm:max-w-lg` (full-width on mobile). The shared `Modal.tsx` does this correctly — custom modal implementations must follow the same pattern. See `PrepareSessionModal.tsx` for the fix pattern.
**80. TopBar search collapses to icon on mobile:** Full search bar (`hidden sm:block`) shows on desktop; magnifying glass icon button (`sm:hidden`) shows on mobile (<640px). Both open the same CommandPalette. Don't add `w-full` search bar without the mobile icon fallback.
**81. Never use `transition: all` in landing.css:** Specify exact properties: `transition: background 0.3s, border-color 0.3s, box-shadow 0.3s, transform 0.3s, opacity 0.3s`. `transition: all` animates layout properties and causes jank.
**82. `bun` requires PATH setup on devserver01:** `export BUN_INSTALL="$HOME/.bun" && export PATH="$BUN_INSTALL/bin:$PATH"`. The gstack browse binary and Playwright need this. Chromium system deps: `libatk1.0-0 libatk-bridge2.0-0 libcups2 libxkbcommon0 libatspi2.0-0 libxcomposite1 libxdamage1 libxfixes3 libxrandr2 libgbm1 libasound2`.
**83. ~~FlowPilot ActionBar fixed bottom~~ (Superseded by Lesson 93):** Actions moved to the page header. `FlowPilotActionBar` component exists but is no longer used in the main session flow. The only fixed-bottom element is the message input.
**84. AI session `abandoned` status is fully wired:** `POST /ai-sessions/{id}/abandon` sets status to `abandoned` with optional `reason` param. Frontend: `aiSessionsApi.abandonSession()`, `useFlowPilotSession().abandonSession()`, "Close" button in `FlowPilotActionBar`. Redirects to `/sessions` after closing.
**85. Date range filter end dates must use end-of-day:** `toDate.toISOString()` sends midnight (start of day), excluding items created later that day. Always set `toDate.setHours(23, 59, 59, 999)` before sending. For string-based date inputs (AI sessions), append `T23:59:59.999Z`. See `SessionHistoryPage.tsx`.
**86. Script Builder system:** AI-powered script generation at `/script-builder`. Chat-style interface generates PowerShell/Bash/Python scripts from natural language. Backend: `ScriptBuilderSession` model, `script_builder_service.py`, endpoints at `/scripts/builder/`. Frontend: `ScriptBuilderPage`, `ScriptCodeBlock`, `ScriptPreviewModal`, `SaveToLibraryDialog`. FlowPilot can hand off to Script Builder via `action_type: "open_script_builder"` with `sessionStorage` context passing.
**87. FlowPilot must ask GUI vs script preference:** When a task can be done via GUI or script (e.g., creating AD users), FlowPilot must ask the engineer which approach they prefer BEFORE suggesting either. Never assume the user wants a script. See `FLOWPILOT_SYSTEM_PROMPT` rules in `flowpilot_engine.py`.
**88. Charcoal palette — sidebar-darkest approach:** Sidebar `#0e1016`, page `#16181f`, cards `#1e2028`, borders `#2a2e3a`. This gives more contrast range than true-dark. All colors via CSS variables in `index.css` `@theme` block. Accent is electric blue (#60a5fa), not orange or cyan.
*(Lessons 8991 were retracted.)*
**92. `tsc -b` in Dockerfile is stricter than `npx tsc --noEmit`:** The production build (`tsc -b && vite build`) enforces `noUnusedLocals` and `noUnusedParameters` as hard errors. After any refactor that moves logic between components or removes features, trace every import and destructured prop to remove orphans. IDE warnings (yellow squiggles) flag these — check them before pushing.
**93. FlowPilot actions live in the page header, not a bottom bar:** `FlowPilotSessionPage` renders Resolve/Escalate/Share Update in the header bar. Desktop: inline buttons + `⋯` overflow (Pause/Close). Mobile: single `⋯` menu. The bottom only has the message input. `FlowPilotActionBar` component still exists but is no longer used in the main session flow.
**94. Frontend chat uses unified_chat_service, not assistant_chat_service:** `AssistantChatPage` calls `/ai-sessions/{id}/chat``unified_chat_service.py`. The old `assistant_chat_service` endpoints were removed (only retention settings remain at `/assistant/retention`). When tracing chat features, start from `aiSessionsApi.sendChatMessage``ai_sessions.py``unified_chat_service.py`. Never wire chat features into `assistant_chat.py`.
**95. Image upload → AI vision pipeline:** Paste/attach images → upload to Railway S3 bucket via `uploadsApi.upload()` → send `upload_ids` with chat message → backend fetches from S3 via `storage_service.download_file()` → resized via `storage_service.resize_image_for_vision()` (Pillow, 1568px max, PNG→JPEG) → base64-encoded → sent as Claude multimodal content blocks. Max 3 images/message. Images are NOT stored in conversation history (text-only). Vision helpers live in `storage_service.py`.
**96. `bg-accent` is electric blue — never use for code/kbd elements:** In Tailwind v4, `bg-accent` maps to `--color-accent: #60a5fa` (dark) / `#2563eb` (light). Use `bg-code` for code blocks, `bg-white/[0.12] border border-white/[0.06]` for inline code/badges, `bg-white/[0.08]` for kbd shortcuts. Blue accent is reserved for interactive elements only (buttons, active nav, links). Ember orange (#f97316) is deprecated — do not use.
**97. Railway Object Storage (S3 bucket) is provisioned:** Bucket `resolutionflow-uploads` on Railway canvas. Variables: `STORAGE_ENDPOINT`, `STORAGE_ACCESS_KEY`, `STORAGE_SECRET_KEY`, `STORAGE_BUCKET_NAME`, `STORAGE_REGION` — mapped via variable references on the `patherly` backend service. Accessed via boto3 in `storage_service.py`. Pillow (`Pillow>=10.0.0`) + `libjpeg-dev`/`zlib1g-dev` in Dockerfile for image resize.
**98. `lazyWithRetry` for stale chunk errors:** All lazy-loaded routes use `lazyWithRetry` from `@/lib/lazyWithRetry.ts` instead of `React.lazy`. Auto-reloads the page on chunk load failures (stale deploys). Uses sessionStorage debounce (10s) to prevent loops. When adding new lazy routes, use `lazyWithRetry`, not `lazy`.
**99. Tailwind v4 `text-secondary` renders invisible on dark backgrounds:** `text-secondary` maps to `--color-secondary: #2e3140` (a dark surface color), NOT `--color-text-secondary`. For readable secondary text, use `text-muted-foreground` (`#848b9b`). Also avoid `text-muted` (`#4f5666`) for body text — it's for labels only. This applies to ALL new components.
**100. Hover pop-out card pattern:** For cards that expand on hover "in front of everything": use `pointer-events-none` on the scrim (`fixed inset-0 z-40 bg-black/30`), absolute-position the expanded card at `z-50` with its own `onClick` handler, and dismiss via `onMouseLeave` on the wrapper div. Never put interactive event handlers on the scrim — it blocks clicks on sibling elements.
**101. AI marker format compliance:** The AI assistant uses `[QUESTIONS]`, `[ACTIONS]`, and `[FORK]` markers in responses. Parsed by `unified_chat_service.py` (`_parse_*_marker` functions), returned as structured data in the API response. System prompt in `assistant_chat_service.py` has a final reminder section, and each user message gets an invisible `[SYSTEM: ...]` reminder appended in `_call_anthropic_cached()`. If markers stop appearing: check conversation history stores `display_content` (stripped), verify system prompt final reminder exists, check user message reminder injection is active.
**102. TaskLane activation must happen in ALL chat response paths:** `AssistantChatPage.tsx` has three code paths calling `sendChatMessage`: `handleSend` (regular messages), `sendPrefill` (dashboard handoff), `handleResumeNew` (resume from concluded session). ALL three must check `response.actions`/`response.questions` and call `setShowTaskLane(true)`. Missing this in any path causes TaskLane to not appear on first message.
**103. Docker not available in code-server container:** The dev environment runs code-server inside Docker on the VPS. The `docker` CLI is not available inside the code-server container. To query the database, use the VPS SSH session: `docker exec resolutionflow_postgres psql -U postgres -d resolutionflow -t -c "SQL"`. Python is also not available in the container.
**104. `landing.css` uses self-contained `--lp-*` color variables:** The landing page defines its own color palette at the top of `landing.css` (`--lp-bg`, `--lp-accent`, `--lp-text-*`, etc.). Never use `var(--color-*)` theme tokens in `landing.css` — they may resolve incorrectly outside the app shell context. Extend the `--lp-*` palette for any new landing page colors.
**105. `npm run build` fails with `EACCES: permission denied` on `dist/` in code-server:** This is a filesystem permission issue in the Docker environment, not a TypeScript error — the TS compilation completes successfully. Use `npx tsc -b` to verify TypeScript cleanly without needing to write to `dist/`.
**106. Guard async "select item → load data → apply state" flows with a ref:** When a component lets the user switch between items (chat sessions, flows, scripts) and loads data asynchronously on each switch, the load for item A can complete *after* the user has already switched to item B — overwriting B's state with A's stale data. Fix pattern: keep a `currentSelectionRef = useRef(initialId)` and update it synchronously whenever the selection changes (in every creation/switch path). After every `await`, bail out if `currentSelectionRef.current !== thisItemId`. See `AssistantChatPage.tsx` `selectChat` for the reference implementation (`currentChatRef`).
**107. Startup routines must use `_admin_session_factory()` after Phase 4 RLS:** Any code that runs at startup (lifespan, `ensure_service_account`, seed scripts) and touches tenant-isolated tables (`users`, etc.) must use `_admin_session_factory()` — not `get_db()`. Phase 4 enabled RLS on `users`; a tenant-scoped session has no `app.current_account_id` set at startup, so all queries return 0 rows or fail. `get_service_account_id` in `deps.py` is safe — it reads from `app.state` cached at startup, never hits the DB per-request.
**108. Tables with no `account_id` column (never add to RLS migrations):** `script_categories`, `platform_steps`, `template_trees`, `plan_feature_defaults`, `accounts` — global/platform tables documented with "No account_id. No RLS." in their model files. When writing RLS migrations, scan at the class level (check for `account_id: Mapped` within the class block), not the file level — multiple classes in one `.py` file can have different columns (e.g. `ScriptCategory` vs `ScriptTemplate` in `script_template.py`).
**109. `tree_shares.account_id` must equal `tree.account_id`, not the actor's account:** When creating a `TreeShare`, always use `account_id=tree.account_id` (tree owner's tenant). A super admin in tenant A sharing tenant B's tree must produce a share row in tenant B's RLS context — using `current_user.account_id` instead makes the share invisible to the tree owner after RLS is enforced.
**111. Global Axios interceptor fires before component `.catch()`:** Fix optional-data endpoints at the source — return `[]`/`{}` on provider failure instead of raising 502. See `list_boards` in `integrations.py`.
## RBAC & Permissions
- **Role hierarchy:** super_admin > team_admin > engineer > viewer
- **Team Admin:** `role='engineer'` + `is_team_admin=True` + valid `team_id`
- **Backend deps:** `get_current_active_user(user, db)` (any active + auto-downgrades expired trials), `require_engineer_or_admin` (blocks viewers), `require_admin` (super admin only)
- **Backend deps:** `get_current_active_user`, `require_engineer_or_admin` (blocks viewers), `require_admin` (super admin only)
- **Never use** `role == "admin"` — use `is_super_admin` instead
- **Frontend:** `usePermissions()` hook for all permission checks
- **Centralized:** `backend/app/core/permissions.py`, `frontend/src/hooks/usePermissions.ts`
@@ -394,18 +276,16 @@ gh run view <id> --json jobs --jq '.jobs[] | {name: .name, conclusion: .conclusi
## Design System
**Source of truth:** [DESIGN-SYSTEM.md](DESIGN-SYSTEM.md) — always read this before making visual or UI decisions.
**Source of truth:** [DESIGN-SYSTEM.md](DESIGN-SYSTEM.md) — always read before visual/UI decisions.
- **Theme:** Flat, high-contrast dark theme (Sentry/PostHog-inspired). No glass morphism, no backdrop blur, no ambient orbs, no gradient backgrounds on surfaces. Light mode fully specified (v6).
- **Theme:** Flat, high-contrast dark (Sentry/PostHog-inspired). No glass morphism, no backdrop blur, no gradients on surfaces. Fonts: IBM Plex Sans (body), Bricolage Grotesque (headings), JetBrains Mono (code).
- **Backgrounds:** `bg-page` (`#16181f`), `bg-sidebar` (`#0e1016`), `bg-card` (`#1e2028`), `bg-elevated` (`#2a2d38`)
- **Cards:** `bg-card` with 1px `border-default` (`#2a2e3a`), 8px radius. No shadows, no blur, no gradients. Hover: `border-hover` (`#3d4252`)
- **Buttons:** Primary: solid `accent` (#60a5fa dark / #2563eb light), white text, 5px radius. Ghost: transparent + 1px border, hover `bg-elevated`
- **Inputs:** `bg-input` (`#252830`) with 1px `border-default`, 5px radius. Focus: `border-color: accent` + `box-shadow: 0 0 0 2px accent-dim`
- **Text:** `text-heading` (`#f0f2f5`)`text-primary` (`#e2e5eb`)`text-muted-foreground` (`#848b9b`)`text-muted` (`#4f5666`). NEVER use `text-secondary` in Tailwind v4 it maps to a surface color, not a text color.
- **Borders:** `border-default` (`#2a2e3a`), `border-hover` (`#3d4252`)
- **Functional colors:** `#34d399` (success), `#fbbf24` (warning/amber), `#f87171` (danger), `#67e8f9` (info/cyan) — each with `-dim` variant at 10% opacity
- **Accent:** Electric blue `#60a5fa` (dark) / `#2563eb` (light) — used sparingly (≤5% of UI). `accent-dim` = `rgba(96,165,250,0.10)`, `accent-text` = `#93c5fd`
- **Deprecated:** Do NOT use `glass-card`, `glass-stat`, `bg-gradient-brand`, `text-gradient-brand`, `backdrop-filter: blur()`, ambient orbs, purple gradients, ember orange (`#f97316`), or cyan (`#22d3ee`) as accent — cyan is now the info color only
- **Cards:** `bg-card` + 1px `border-default` (`#2a2e3a`), 8px radius. Hover: `border-hover` (`#3d4252`)
- **Buttons:** Primary: solid `accent` (#60a5fa / #2563eb), white text, 5px radius. Ghost: transparent + 1px border.
- **Inputs:** `bg-input` (`#252830`) + 1px `border-default`, 5px radius. Focus: `border-color: accent` + `box-shadow: 0 0 0 2px accent-dim`
- **Text:** `text-heading``text-primary``text-muted-foreground` (`#848b9b`). **NEVER `text-secondary`** — maps to a dark surface color.
- **Functional colors:** `#34d399` success, `#fbbf24` warning, `#f87171` danger, `#67e8f9` info — each has `-dim` at 10% opacity
- **Deprecated:** No `glass-card`, `backdrop-filter: blur()`, ambient orbs, ember orange (`#f97316`), or cyan as accent
---
@@ -413,23 +293,21 @@ gh run view <id> --json jobs --jq '.jobs[] | {name: .name, conclusion: .conclusi
- **Component guidelines:** Use `cn()` from `@/lib/utils`, Lucide icons (wrap in `<span>` for title), modals with fixed header/footer
- **Type organization:** Create in `types/`, export from `types/index.ts`, import with `import type { T } from '@/types'`
- **Scratchpad overlay:** `position: fixed`, `onOpenChange` callback for parent padding adjustment, `right-2` positioning
- **Custom step flow:** `CustomStepModal``PostStepActionModal` `ContinuationModal` → custom step view. Key state: `pendingStep`, `pendingContinuationNodeId`, `customBranchMode`, `branchOriginNodeId`. Use `findCustomStep()` not `findNode()` for custom step UUIDs.
- **Session sharing:** `ShareSessionModal` manages share links, `SharedSessionPage` renders public/account views. Helper utils in `lib/sessionShare.ts`. Share URLs use `/shared/sessions/:token`.
- **Procedural navigation:** `ProceduralNavigationPage` handles intake forms, step-by-step execution, and resume via `location.state.sessionId`. Uses `StepChecklist`, `StepDetail`, `ProgressBar`, `CompletionSummary` components.
- **Custom step flow:** `CustomStepModal``PostStepActionModal``ContinuationModal`. Use `findCustomStep()` not `findNode()` for custom step UUIDs.
- **Session sharing:** `ShareSessionModal` + `SharedSessionPage`. Utils in `lib/sessionShare.ts`. Share URLs: `/shared/sessions/:token`.
- **Routing helper:** Use `getTreeNavigatePath()` and `getTreeEditorPath()` from `@/lib/routing` for all tree/session navigation.
- **Account section layout:** `AccountLayout` has NO sidebar nav. Account sub-pages (categories, target-lists) are reached via link cards on `AccountSettingsPage.tsx`. New account pages: add route in `router.tsx` under `account` children + add a link card in `AccountSettingsPage`.
- **Dashboard cockpit:** `QuickStartPage` is the copilot-first launchpad. Greeting + "What are you troubleshooting?" + ChatGPT-style `StartSessionInput` (auto-growing textarea, paste images, drag-drop files, attach button, paste logs, suggestion chips). Below: `PendingEscalations`, `ActiveFlowPilotSessions`, `RecentFlowPilotSessions`. Collapsible "Dashboard" section for `PerformanceCards`, `KnowledgeBaseCards`, `TeamSummary`.
- **Sidebar sections:** Amber "New Session" button → Home → RESOLVE (History) → KNOWLEDGE (Flows with Solutions Library sub-item, Scripts) → INSIGHTS (Data). Footer: Account, Pin/Unpin. No help/guides/feedback in sidebar — accessible via TopBar.
- **Account section:** `AccountLayout` has NO sidebar nav. New account pages: route under `account` children in `router.tsx` + link card in `AccountSettingsPage`.
- **Dashboard cockpit:** `QuickStartPage` `StartSessionInput` + `PendingEscalations`, `ActiveFlowPilotSessions`, `RecentFlowPilotSessions`. Collapsible section for `PerformanceCards`, `KnowledgeBaseCards`, `TeamSummary`.
- **Sidebar:** Amber "New Session" → Home → RESOLVE → KNOWLEDGE (Flows, Scripts) → INSIGHTS. Footer: Account, Pin/Unpin.
---
## Common Tasks
- **New endpoint:** Create in `endpoints/` → add to `router.py` → schema in `schemas/` → tests → frontend API client
- **New page:** Create in `pages/` add route in `router.tsx` → nav link in `AppLayout.tsx`
- **New public route (no auth):** Add at top level in `router.tsx` alongside `/login`, `/register` — NOT inside the `ProtectedRoute`/`AppLayout` children.
- **Schema change:** Update model → `alembic revision --autogenerate -m "desc" --rev-id=NNN` (NNN = next sequential number, e.g., 068 → 069) → review → `alembic upgrade head`
- **New page:** Create in `pages/` → route in `router.tsx` → nav link in `AppLayout.tsx`
- **New public route:** Add at top level in `router.tsx` (alongside `/login`) — NOT inside `ProtectedRoute`/`AppLayout`
- **Schema change:** Update model → `alembic revision -m "desc"` (no `--rev-id`) → review → `alembic upgrade head`
- **New frontend API module:** Types in `types/` → export from `types/index.ts` → client in `api/` → export from `api/index.ts`
---
@@ -437,79 +315,41 @@ gh run view <id> --json jobs --jq '.jobs[] | {name: .name, conclusion: .conclusi
## Coding Standards
### Python
- Type hints everywhere, async/await for DB, Pydantic for validation, `DateTime(timezone=True)` always
Type hints everywhere, async/await for DB, Pydantic validation, `DateTime(timezone=True)` always.
### TypeScript
- Interfaces for all data, `const` over `let`, functional components + hooks, reusable logic in custom hooks
Interfaces for all data, `const` over `let`, functional components + hooks.
### Git
- Format: `type: description` (feat, fix, refactor, docs, test, chore)
- Always include `Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>`
- Always create feature branch BEFORE committing: `git checkout -b feat/feature-name`
- Large features: commit per phase with `npm run build` validation
- Create feature branch BEFORE committing: `git checkout -b feat/feature-name`
- **Remote is Gitea:** Push to `gitea.resolutionflow.com/chihlasm/resolutionflow`. Mirrors to GitHub via `.gitea/workflows/mirror-to-github.yml` — never push directly to GitHub.
### After Completing Work
When a feature, fix, or significant piece of work is finished and merged/committed:
1. **Update `CURRENT-STATE.md`** — move completed items, update "In Progress" and "What's Next" sections
2. **Update `03-DEVELOPMENT-ROADMAP.md`** — check off completed work, update phase status
3. **Close related GitHub Issues** — use `gh issue close #N` for any issues resolved by the work
4. **Update `CLAUDE.md`** if the work introduced new patterns, lessons learned, or changed project structure
1. Update `CURRENT-STATE.md`
2. Update `03-DEVELOPMENT-ROADMAP.md`
3. Close related GitHub Issues: `gh issue close #N`
4. Update `CLAUDE.md` if new patterns or lessons emerged
---
## gstack (Browser & Workflow Skills)
**Web browsing:** Always use the `/browse` skill from gstack for all web browsing needs. Never use `mcp__claude-in-chrome__*` tools.
**Web browsing:** Always use `/browse`. Never use `mcp__claude-in-chrome__*` tools.
**Available skills:**
| Skill | Purpose |
|-------|---------|
| `/office-hours` | Brainstorm new ideas (YC-style office hours) |
| `/plan-ceo-review` | CEO/founder-mode plan review (scope, ambition) |
| `/plan-eng-review` | Engineering plan review (architecture, edge cases) |
| `/plan-design-review` | Design plan review (UI/UX critique) |
| `/design-consultation` | Create a design system / DESIGN.md |
| `/review` | Pre-landing PR code review |
| `/ship` | Ship workflow (tests, review, PR creation) |
| `/browse` | Headless browser for QA testing and site dogfooding |
| `/qa` | Systematic QA testing + auto-fix bugs found |
| `/qa-only` | QA report only (no fixes) |
| `/design-review` | Visual QA — find and fix design inconsistencies |
| `/setup-browser-cookies` | Import cookies from real browser for authenticated testing |
| `/retro` | Weekly engineering retrospective |
| `/investigate` | Systematic debugging with root cause analysis |
| `/document-release` | Post-ship documentation updates |
| `/codex` | Second opinion via OpenAI Codex CLI |
| `/careful` | Safety guardrails for destructive commands |
| `/freeze` | Restrict edits to a specific directory |
| `/guard` | Full safety mode (careful + freeze) |
| `/unfreeze` | Remove edit restrictions |
| `/gstack-upgrade` | Upgrade gstack to latest version |
**Skills:** `/office-hours` · `/plan-ceo-review` · `/plan-eng-review` · `/plan-design-review` · `/design-consultation` · `/review` (PR review) · `/ship` · `/browse` (headless QA) · `/qa` (QA + fix) · `/qa-only` · `/design-review` (visual QA) · `/setup-browser-cookies` · `/retro` · `/investigate` · `/document-release` · `/codex` · `/careful` · `/freeze` · `/unfreeze` · `/guard` · `/gstack-upgrade`
---
## Deployment (Railway)
- **Production:** `resolutionflow.com` (frontend), `api.resolutionflow.com` (backend)
- Auto-deploys on push to `main`
- PR environments auto-created (need manual domain generation in Railway dashboard)
- PR envs need `VITE_API_URL` set with `https://` prefix on frontend service
- Deploy pipeline: push to Gitea → mirrors to GitHub → Railway watches `main`
- PR envs: need manual domain generation + `VITE_API_URL` with `https://` prefix
- `ALLOW_RAILWAY_ORIGINS=true` enables CORS for `*.up.railway.app`
- Shared Variables (project-level in Railway dashboard) auto-propagate to all environments including PR envs — use for secrets like `ANTHROPIC_API_KEY`
- Super admin utility: `backend/make_superadmin_simple.py list|<email>`
---
## Future Roadmap
- **Phase 3:** PSA integrations (ConnectWise in progress), file attachments, client context, analytics
- **Phase 4:** Additional PSA integrations (Autotask/Kaseya), PowerShell automation, enterprise SSO
- Shared Variables auto-propagate to all PR envs — use for `ANTHROPIC_API_KEY` etc.
- Super admin: `backend/make_superadmin_simple.py list|<email>`
---
@@ -517,112 +357,49 @@ When a feature, fix, or significant piece of work is finished and merged/committ
| What | Where |
|------|-------|
| API Docs | <http://localhost:8000/api/docs> |
| API Docs | http://localhost:8000/api/docs |
| Detailed Status | [CURRENT-STATE.md](CURRENT-STATE.md) |
| Development Roadmap | [03-DEVELOPMENT-ROADMAP.md](03-DEVELOPMENT-ROADMAP.md) |
| GitHub Issues | `gh issue list --state open` |
| Bugs & Fixes | CLAUDE.md → Critical Lessons Learned section |
| Design System | [DESIGN-SYSTEM.md](DESIGN-SYSTEM.md) |
| Dev Environment | [DEV-ENV.md](DEV-ENV.md) — 46.202.92.250 setup, Docker, CORS, networking |
| Dev Environment | [DEV-ENV.md](DEV-ENV.md) — VPS setup, Docker, CORS, networking |
<!-- gitnexus:start -->
# GitNexus — Code Intelligence
This project is indexed by GitNexus as **resolutionflow** (16703 symbols, 35922 relationships, 300 execution flows). Use the GitNexus MCP tools to understand code, assess impact, and navigate safely.
This project is indexed by GitNexus as **resolutionflow**. Use it selectively — for routine additive work (new endpoints, new components, isolated fixes) just read the files directly. GitNexus earns its cost when you're about to touch something genuinely central with many callers.
> If any GitNexus tool warns the index is stale, run `npx gitnexus analyze` in terminal first.
## Always Do
## When to Use It
- **MUST run impact analysis before editing any symbol.** Before modifying a function, class, or method, run `gitnexus_impact({target: "symbolName", direction: "upstream"})` and report the blast radius (direct callers, affected processes, risk level) to the user.
- **MUST run `gitnexus_detect_changes()` before committing** to verify your changes only affect expected symbols and execution flows.
- **MUST warn the user** if impact analysis returns HIGH or CRITICAL risk before proceeding with edits.
- When exploring unfamiliar code, use `gitnexus_query({query: "concept"})` to find execution flows instead of grepping. It returns process-grouped results ranked by relevance.
- When you need full context on a specific symbol — callers, callees, which execution flows it participates in — use `gitnexus_context({name: "symbolName"})`.
**Use GitNexus when:**
- Touching a core shared symbol with many callers — `flowpilot_engine`, `unified_chat_service`, auth middleware, `get_db`, shared hooks
- Renaming anything used across multiple files
- Tracing an unfamiliar bug through a call chain you haven't read
- Assessing whether a refactor is safe before starting
## When Debugging
**Skip GitNexus when:**
- Adding a new endpoint, component, or isolated feature
- Fixing a bug in a self-contained file
- Making changes you can already see the full scope of by reading the file
1. `gitnexus_query({query: "<error or symptom>"})` — find execution flows related to the issue
2. `gitnexus_context({name: "<suspect function>"})` — see all callers, callees, and process participation
3. `READ gitnexus://repo/resolutionflow/process/{processName}` — trace the full execution flow step by step
4. For regressions: `gitnexus_detect_changes({scope: "compare", base_ref: "main"})` — see what your branch changed
## When Refactoring
- **Renaming**: MUST use `gitnexus_rename({symbol_name: "old", new_name: "new", dry_run: true})` first. Review the preview — graph edits are safe, text_search edits need manual review. Then run with `dry_run: false`.
- **Extracting/Splitting**: MUST run `gitnexus_context({name: "target"})` to see all incoming/outgoing refs, then `gitnexus_impact({target: "target", direction: "upstream"})` to find all external callers before moving code.
- After any refactor: run `gitnexus_detect_changes({scope: "all"})` to verify only expected files changed.
## Never Do
- NEVER edit a function, class, or method without first running `gitnexus_impact` on it.
- NEVER ignore HIGH or CRITICAL risk warnings from impact analysis.
- NEVER rename symbols with find-and-replace — use `gitnexus_rename` which understands the call graph.
- NEVER commit changes without running `gitnexus_detect_changes()` to check affected scope.
## Tools Quick Reference
## Useful Tools
| Tool | When to use | Command |
|------|-------------|---------|
| `query` | Find code by concept | `gitnexus_query({query: "auth validation"})` |
| `context` | 360-degree view of one symbol | `gitnexus_context({name: "validateUser"})` |
| `impact` | Blast radius before editing | `gitnexus_impact({target: "X", direction: "upstream"})` |
| `detect_changes` | Pre-commit scope check | `gitnexus_detect_changes({scope: "staged"})` |
| `query` | Find code by concept when you don't know where to look | `gitnexus_query({query: "auth validation"})` |
| `context` | See all callers/callees of a symbol before touching it | `gitnexus_context({name: "symbolName"})` |
| `impact` | Blast radius check before editing a shared symbol | `gitnexus_impact({target: "X", direction: "upstream"})` |
| `rename` | Safe multi-file rename | `gitnexus_rename({symbol_name: "old", new_name: "new", dry_run: true})` |
| `cypher` | Custom graph queries | `gitnexus_cypher({query: "MATCH ..."})` |
## Impact Risk Levels
| Depth | Meaning | Action |
|-------|---------|--------|
| d=1 | WILL BREAK — direct callers/importers | MUST update these |
| d=2 | LIKELY AFFECTED — indirect deps | Should test |
| d=3 | MAY NEED TESTING — transitive | Test if critical path |
## Resources
| Resource | Use for |
|----------|---------|
| `gitnexus://repo/resolutionflow/context` | Codebase overview, check index freshness |
| `gitnexus://repo/resolutionflow/clusters` | All functional areas |
| `gitnexus://repo/resolutionflow/processes` | All execution flows |
| `gitnexus://repo/resolutionflow/process/{name}` | Step-by-step execution trace |
## Self-Check Before Finishing
Before completing any code modification task, verify:
1. `gitnexus_impact` was run for all modified symbols
2. No HIGH/CRITICAL risk warnings were ignored
3. `gitnexus_detect_changes()` confirms changes match expected scope
4. All d=1 (WILL BREAK) dependents were updated
## Keeping the Index Fresh
After committing code changes, the GitNexus index becomes stale. Re-run analyze to update it:
A PostToolUse hook re-indexes automatically after `git commit`. To manually refresh:
```bash
npx gitnexus analyze
```
If the index previously included embeddings, preserve them by adding `--embeddings`:
```bash
npx gitnexus analyze --embeddings
```
To check whether embeddings exist, inspect `.gitnexus/meta.json` — the `stats.embeddings` field shows the count (0 means no embeddings). **Running analyze without `--embeddings` will delete any previously generated embeddings.**
> Claude Code users: A PostToolUse hook handles this automatically after `git commit` and `git merge`.
## CLI
| Task | Read this skill file |
|------|---------------------|
| Understand architecture / "How does X work?" | `.claude/skills/gitnexus/gitnexus-exploring/SKILL.md` |
| Blast radius / "What breaks if I change X?" | `.claude/skills/gitnexus/gitnexus-impact-analysis/SKILL.md` |
| Trace bugs / "Why is X failing?" | `.claude/skills/gitnexus/gitnexus-debugging/SKILL.md` |
| Rename / extract / split / refactor | `.claude/skills/gitnexus/gitnexus-refactoring/SKILL.md` |
| Tools, resources, schema reference | `.claude/skills/gitnexus/gitnexus-guide/SKILL.md` |
| Index, status, clean, wiki CLI commands | `.claude/skills/gitnexus/gitnexus-cli/SKILL.md` |
<!-- gitnexus:end -->

1
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@@ -0,0 +1 @@
0.1.0.0

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@@ -5,8 +5,8 @@ from typing import Annotated, Optional
from uuid import UUID
from fastapi import APIRouter, Depends, HTTPException, status, Query
from sqlalchemy.ext.asyncio import AsyncSession
from sqlalchemy import select, func
from sqlalchemy.orm import selectinload
from sqlalchemy import select, func, or_
from sqlalchemy.orm import selectinload, aliased
from app.core.admin_database import get_admin_db
from app.core.audit import log_audit
@@ -24,21 +24,44 @@ from app.models.invite_code import InviteCode
from app.models.account_invite import AccountInvite
from app.models.tree import Tree
from app.schemas.user import UserResponse, RoleUpdate, AccountRoleUpdate
from app.schemas.admin import MoveUserAccount, AdminUserCreate, AdminUserCreateResponse, AdminPasswordReset, AdminPasswordResetResponse, HardDeleteCheckResponse
from app.schemas.admin import (
MoveUserAccount,
AdminUserCreate,
AdminUserCreateResponse,
AdminPasswordReset,
AdminPasswordResetResponse,
HardDeleteCheckResponse,
AdminUserListItem,
AdminUserListResponse,
AdminAccountMember,
AdminAccountListItem,
AdminAccountListResponse,
AdminAccountOwnerSummary,
AdminAccountSubscriptionSummary,
AdminAccountUsageSummary,
AdminAccountDetailResponse,
AdminAccountInviteSummary,
AdminAccountCreate,
AdminAccountUpdate,
)
from app.schemas.subscription import SubscriptionPlanUpdate, ExtendTrialRequest
from app.schemas.user_detail import (
UserDetailResponse, AccountSummary, SubscriptionSummary,
SessionSummary, AuditLogSummary, InviteCodeUsedSummary,
)
from app.api.deps import require_admin
from app.core.subscriptions import get_account_usage
router = APIRouter(prefix="/admin", tags=["admin"])
@router.get("/users", response_model=list[UserResponse])
@router.get("/users", response_model=AdminUserListResponse)
async def list_users(
db: Annotated[AsyncSession, Depends(get_admin_db)],
current_user: Annotated[User, Depends(require_admin)],
page: Optional[int] = Query(None, ge=1),
size: Optional[int] = Query(None, ge=1, le=100),
search: Optional[str] = Query(None, description="Search by user or account fields"),
skip: int = Query(0, ge=0),
limit: int = Query(100, ge=1, le=100),
is_active: Optional[bool] = Query(None, description="Filter by active status"),
@@ -46,23 +69,240 @@ async def list_users(
account_id: Optional[UUID] = Query(None, description="Filter by account"),
include_archived: bool = Query(False, description="Include archived (soft-deleted) users"),
):
"""List all users (super admin only)."""
query = select(User)
"""List users for super admin global people search."""
resolved_limit = size or limit
resolved_skip = skip
current_page = 1
if page is not None:
resolved_skip = (page - 1) * resolved_limit
current_page = page
elif resolved_limit > 0:
current_page = (resolved_skip // resolved_limit) + 1
count_query = (
select(func.count())
.select_from(User)
.outerjoin(Account, User.account_id == Account.id)
)
query = (
select(
User,
Account.name.label("account_name"),
Account.display_code.label("account_display_code"),
)
.outerjoin(Account, User.account_id == Account.id)
)
if not include_archived:
query = query.where(User.deleted_at.is_(None))
count_query = count_query.where(User.deleted_at.is_(None))
if is_active is not None:
query = query.where(User.is_active == is_active)
count_query = count_query.where(User.is_active == is_active)
if role:
query = query.where(User.role == role)
count_query = count_query.where(User.role == role)
if account_id:
query = query.where(User.account_id == account_id)
count_query = count_query.where(User.account_id == account_id)
if search:
search_term = f"%{search.strip()}%"
search_filter = or_(
User.name.ilike(search_term),
User.email.ilike(search_term),
Account.name.ilike(search_term),
Account.display_code.ilike(search_term),
)
query = query.where(search_filter)
count_query = count_query.where(search_filter)
query = query.order_by(User.created_at.desc()).offset(skip).limit(limit)
total_result = await db.execute(count_query)
total = total_result.scalar() or 0
query = query.order_by(User.created_at.desc()).offset(resolved_skip).limit(resolved_limit)
result = await db.execute(query)
users = result.scalars().all()
return users
rows = result.all()
items = [
AdminUserListItem(
id=user.id,
email=user.email,
name=user.name,
role=user.role,
is_super_admin=user.is_super_admin,
is_active=user.is_active,
account_id=user.account_id,
account_role=user.account_role,
account_name=account_name,
account_display_code=account_display_code,
created_at=user.created_at,
last_login=user.last_login,
deleted_at=user.deleted_at,
)
for user, account_name, account_display_code in rows
]
return AdminUserListResponse(
items=items,
total=total,
page=current_page,
per_page=resolved_limit,
)
@router.get("/accounts", response_model=AdminAccountListResponse)
async def list_accounts(
db: Annotated[AsyncSession, Depends(get_admin_db)],
current_user: Annotated[User, Depends(require_admin)],
page: int = Query(1, ge=1),
size: int = Query(12, ge=1, le=100),
search: Optional[str] = Query(None, description="Search by account, display code, or owner"),
plan: Optional[str] = Query(None, description="Filter by subscription plan"),
status: Optional[str] = Query(None, description="Filter by subscription status"),
include_archived: bool = Query(False, description="Include archived users in account member lists"),
):
"""List accounts with embedded members for the admin panel."""
owner_user = aliased(User)
count_query = (
select(func.count(func.distinct(Account.id)))
.select_from(Account)
.outerjoin(owner_user, Account.owner_id == owner_user.id)
.outerjoin(Subscription, Subscription.account_id == Account.id)
)
accounts_query = (
select(
Account,
owner_user.id.label("owner_user_id"),
owner_user.name.label("owner_name"),
owner_user.email.label("owner_email"),
Subscription.id.label("subscription_id"),
Subscription.plan.label("subscription_plan"),
Subscription.status.label("subscription_status"),
Subscription.billing_interval.label("subscription_billing_interval"),
Subscription.current_period_end.label("subscription_current_period_end"),
Subscription.cancel_at_period_end.label("subscription_cancel_at_period_end"),
)
.outerjoin(owner_user, Account.owner_id == owner_user.id)
.outerjoin(Subscription, Subscription.account_id == Account.id)
)
if search:
search_term = f"%{search.strip()}%"
search_filter = or_(
Account.name.ilike(search_term),
Account.display_code.ilike(search_term),
owner_user.name.ilike(search_term),
owner_user.email.ilike(search_term),
)
count_query = count_query.where(search_filter)
accounts_query = accounts_query.where(search_filter)
if plan:
count_query = count_query.where(Subscription.plan == plan)
accounts_query = accounts_query.where(Subscription.plan == plan)
if status:
count_query = count_query.where(Subscription.status == status)
accounts_query = accounts_query.where(Subscription.status == status)
total_result = await db.execute(count_query)
total = total_result.scalar() or 0
accounts_result = await db.execute(
accounts_query
.order_by(Account.created_at.desc())
.offset((page - 1) * size)
.limit(size)
)
rows = accounts_result.all()
accounts = [row.Account for row in rows]
account_ids = [account.id for account in accounts]
members_by_account: dict[UUID, list[AdminAccountMember]] = {account_id: [] for account_id in account_ids}
pending_invites_by_account: dict[UUID, int] = {account_id: 0 for account_id in account_ids}
usage_by_account: dict[UUID, AdminAccountUsageSummary] = {}
if account_ids:
members_query = select(User).where(User.account_id.in_(account_ids))
if not include_archived:
members_query = members_query.where(User.deleted_at.is_(None))
members_query = members_query.order_by(User.created_at.asc())
members_result = await db.execute(members_query)
for member in members_result.scalars().all():
members_by_account.setdefault(member.account_id, []).append(
AdminAccountMember(
id=member.id,
email=member.email,
name=member.name,
role=member.role,
is_super_admin=member.is_super_admin,
is_active=member.is_active,
account_role=member.account_role,
created_at=member.created_at,
last_login=member.last_login,
deleted_at=member.deleted_at,
)
)
pending_invites_result = await db.execute(
select(AccountInvite.account_id, func.count(AccountInvite.id))
.where(
AccountInvite.account_id.in_(account_ids),
AccountInvite.used_at.is_(None),
)
.group_by(AccountInvite.account_id)
)
pending_invites_by_account.update({row[0]: row[1] for row in pending_invites_result.all()})
for account_id in account_ids:
usage = await get_account_usage(account_id, db)
usage_by_account[account_id] = AdminAccountUsageSummary(
tree_count=usage.get("tree_count", 0),
session_count_this_month=usage.get("session_count_this_month", 0),
)
items = [
AdminAccountListItem(
id=row.Account.id,
name=row.Account.name,
display_code=row.Account.display_code,
created_at=row.Account.created_at,
owner_id=row.Account.owner_id,
owner=(
AdminAccountOwnerSummary(
id=row.owner_user_id,
name=row.owner_name,
email=row.owner_email,
) if row.owner_user_id and row.owner_name and row.owner_email else None
),
subscription=(
AdminAccountSubscriptionSummary(
id=row.subscription_id,
plan=row.subscription_plan,
status=row.subscription_status,
billing_interval=row.subscription_billing_interval,
current_period_end=row.subscription_current_period_end,
cancel_at_period_end=row.subscription_cancel_at_period_end or False,
) if row.subscription_id and row.subscription_plan and row.subscription_status else None
),
usage=usage_by_account.get(row.Account.id, AdminAccountUsageSummary()),
member_count=len(members_by_account.get(row.Account.id, [])),
active_member_count=sum(1 for member in members_by_account.get(row.Account.id, []) if member.is_active),
pending_invite_count=pending_invites_by_account.get(row.Account.id, 0),
sso_enabled=row.Account.sso_enabled,
branding_company_name=row.Account.branding_company_name,
members=members_by_account.get(row.Account.id, []),
)
for row in rows
]
return AdminAccountListResponse(
items=items,
total=total,
page=page,
per_page=size,
)
def _generate_display_code() -> str:
@@ -71,6 +311,192 @@ def _generate_display_code() -> str:
return ''.join(secrets.choice(chars) for _ in range(8))
async def _generate_unique_display_code(db: AsyncSession) -> str:
"""Generate a unique display code for a new account."""
while True:
display_code = _generate_display_code()
existing = await db.execute(select(Account.id).where(Account.display_code == display_code))
if existing.scalar_one_or_none() is None:
return display_code
async def _get_account_detail_payload(
account_id: UUID,
db: AsyncSession,
include_archived: bool = False,
) -> AdminAccountDetailResponse:
owner_user = aliased(User)
result = await db.execute(
select(
Account,
owner_user.id.label("owner_user_id"),
owner_user.name.label("owner_name"),
owner_user.email.label("owner_email"),
Subscription.id.label("subscription_id"),
Subscription.plan.label("subscription_plan"),
Subscription.status.label("subscription_status"),
Subscription.billing_interval.label("subscription_billing_interval"),
Subscription.current_period_end.label("subscription_current_period_end"),
Subscription.cancel_at_period_end.label("subscription_cancel_at_period_end"),
)
.outerjoin(owner_user, Account.owner_id == owner_user.id)
.outerjoin(Subscription, Subscription.account_id == Account.id)
.where(Account.id == account_id)
)
row = result.one_or_none()
if not row:
raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Account not found")
members_query = select(User).where(User.account_id == account_id).order_by(User.created_at.asc())
if not include_archived:
members_query = members_query.where(User.deleted_at.is_(None))
members_result = await db.execute(members_query)
members = [
AdminAccountMember(
id=member.id,
email=member.email,
name=member.name,
role=member.role,
is_super_admin=member.is_super_admin,
is_active=member.is_active,
account_role=member.account_role,
created_at=member.created_at,
last_login=member.last_login,
deleted_at=member.deleted_at,
)
for member in members_result.scalars().all()
]
invites_result = await db.execute(
select(AccountInvite)
.where(AccountInvite.account_id == account_id)
.order_by(AccountInvite.created_at.desc())
)
invites = [
AdminAccountInviteSummary(
id=invite.id,
email=invite.email,
role=invite.role,
expires_at=invite.expires_at,
created_at=invite.created_at,
used_at=invite.used_at,
)
for invite in invites_result.scalars().all()
if invite.used_at is None
]
usage = await get_account_usage(account_id, db)
return AdminAccountDetailResponse(
id=row.Account.id,
name=row.Account.name,
display_code=row.Account.display_code,
created_at=row.Account.created_at,
owner_id=row.Account.owner_id,
owner=(
AdminAccountOwnerSummary(
id=row.owner_user_id,
name=row.owner_name,
email=row.owner_email,
) if row.owner_user_id and row.owner_name and row.owner_email else None
),
subscription=(
AdminAccountSubscriptionSummary(
id=row.subscription_id,
plan=row.subscription_plan,
status=row.subscription_status,
billing_interval=row.subscription_billing_interval,
current_period_end=row.subscription_current_period_end,
cancel_at_period_end=row.subscription_cancel_at_period_end or False,
) if row.subscription_id and row.subscription_plan and row.subscription_status else None
),
usage=AdminAccountUsageSummary(
tree_count=usage.get("tree_count", 0),
session_count_this_month=usage.get("session_count_this_month", 0),
),
member_count=len(members),
active_member_count=sum(1 for member in members if member.is_active),
pending_invite_count=len(invites),
sso_enabled=row.Account.sso_enabled,
branding_company_name=row.Account.branding_company_name,
members=members,
invites=invites,
)
@router.post("/accounts", response_model=AdminAccountDetailResponse, status_code=status.HTTP_201_CREATED)
async def create_account(
data: AdminAccountCreate,
db: Annotated[AsyncSession, Depends(get_admin_db)],
current_user: Annotated[User, Depends(require_admin)],
):
"""Create a new account without requiring an initial user."""
owner_id = None
if data.owner_email:
result = await db.execute(select(User).where(User.email == data.owner_email.strip()))
owner = result.scalar_one_or_none()
if not owner:
raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail=f"No user found with email '{data.owner_email}'")
owner_id = owner.id
display_code = await _generate_unique_display_code(db)
new_account = Account(
name=data.name.strip(),
display_code=display_code,
owner_id=owner_id,
)
db.add(new_account)
await db.flush()
new_subscription = Subscription(
account_id=new_account.id,
plan=data.plan,
status="active",
)
db.add(new_subscription)
await log_audit(
db, current_user.id, "account.create_admin", "account", new_account.id,
{"name": new_account.name, "plan": data.plan, "owner_email": data.owner_email},
)
await db.commit()
return await _get_account_detail_payload(new_account.id, db)
@router.get("/accounts/{account_id}", response_model=AdminAccountDetailResponse)
async def get_account_detail(
account_id: UUID,
db: Annotated[AsyncSession, Depends(get_admin_db)],
current_user: Annotated[User, Depends(require_admin)],
include_archived: bool = Query(False),
):
"""Get detailed account information for admin management."""
return await _get_account_detail_payload(account_id, db, include_archived=include_archived)
@router.put("/accounts/{account_id}", response_model=AdminAccountDetailResponse)
async def update_account(
account_id: UUID,
data: AdminAccountUpdate,
db: Annotated[AsyncSession, Depends(get_admin_db)],
current_user: Annotated[User, Depends(require_admin)],
):
"""Update account settings from the admin panel."""
result = await db.execute(select(Account).where(Account.id == account_id))
account = result.scalar_one_or_none()
if not account:
raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Account not found")
old_name = account.name
account.name = data.name.strip()
await log_audit(
db, current_user.id, "account.update_admin", "account", account.id,
{"old_name": old_name, "new_name": account.name},
)
await db.commit()
return await _get_account_detail_payload(account.id, db)
@router.post("/users", response_model=AdminUserCreateResponse, status_code=status.HTTP_201_CREATED)
async def create_user(
data: AdminUserCreate,
@@ -516,6 +942,28 @@ async def _get_user_subscription(user_id: UUID, db: AsyncSession) -> tuple[User,
return user, subscription
async def _get_account_subscription(account_id: UUID, db: AsyncSession) -> tuple[Account, Subscription]:
"""Helper to load account and its subscription."""
account_result = await db.execute(select(Account).where(Account.id == account_id))
account = account_result.scalar_one_or_none()
if not account:
raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Account not found")
sub_result = await db.execute(
select(Subscription).where(Subscription.account_id == account.id)
)
subscription = sub_result.scalar_one_or_none()
if not subscription:
subscription = Subscription(
account_id=account.id,
plan="free",
status="active",
)
db.add(subscription)
await db.flush()
return account, subscription
@router.put("/users/{user_id}/subscription/plan")
async def update_user_plan(
user_id: UUID,
@@ -535,6 +983,31 @@ async def update_user_plan(
return {"plan": subscription.plan, "status": subscription.status}
@router.put("/accounts/{account_id}/subscription/plan")
async def update_account_plan(
account_id: UUID,
data: SubscriptionPlanUpdate,
db: Annotated[AsyncSession, Depends(get_admin_db)],
current_user: Annotated[User, Depends(require_admin)],
):
"""Change an account subscription plan (super admin only)."""
if data.plan not in ("free", "pro", "team"):
raise HTTPException(status_code=status.HTTP_400_BAD_REQUEST, detail="Invalid plan")
account, subscription = await _get_account_subscription(account_id, db)
old_plan = subscription.plan
subscription.plan = data.plan
await log_audit(
db,
current_user.id,
"subscription.plan_change",
"subscription",
subscription.id,
{"old_plan": old_plan, "new_plan": data.plan, "account_id": str(account_id)},
)
await db.commit()
return {"plan": subscription.plan, "status": subscription.status}
@router.put("/users/{user_id}/subscription/extend-trial")
async def extend_user_trial(
user_id: UUID,
@@ -565,6 +1038,43 @@ async def extend_user_trial(
"current_period_end": subscription.current_period_end}
@router.put("/accounts/{account_id}/subscription/extend-trial")
async def extend_account_trial(
account_id: UUID,
data: ExtendTrialRequest,
db: Annotated[AsyncSession, Depends(get_admin_db)],
current_user: Annotated[User, Depends(require_admin)],
):
"""Extend or start a trial for an account subscription (super admin only)."""
if data.days < 1 or data.days > 90:
raise HTTPException(status_code=status.HTTP_400_BAD_REQUEST, detail="Days must be 1-90")
account, subscription = await _get_account_subscription(account_id, db)
now = datetime.now(timezone.utc)
if subscription.status == "trialing" and subscription.current_period_end:
new_end = subscription.current_period_end + timedelta(days=data.days)
else:
subscription.status = "trialing"
subscription.current_period_start = now
new_end = now + timedelta(days=data.days)
subscription.current_period_end = new_end
await log_audit(
db,
current_user.id,
"subscription.extend_trial",
"subscription",
subscription.id,
{"days": data.days, "new_end": new_end.isoformat(), "account_id": str(account.id)},
)
await db.commit()
return {
"plan": subscription.plan,
"status": subscription.status,
"current_period_end": subscription.current_period_end,
}
@router.post("/users/{user_id}/password-reset", response_model=AdminPasswordResetResponse)
async def admin_reset_password(
user_id: UUID,

View File

@@ -1,6 +1,7 @@
"""PSA integration endpoints — connection CRUD and test."""
from __future__ import annotations
import logging
from datetime import datetime, timezone
from typing import Annotated
from uuid import UUID
@@ -11,6 +12,8 @@ from sqlalchemy.ext.asyncio import AsyncSession
from sqlalchemy import delete
logger = logging.getLogger(__name__)
from app.api.deps import get_current_active_user, require_account_owner, require_engineer_or_admin
from app.core.database import get_db
from app.models.psa_connection import PsaConnection
@@ -27,8 +30,20 @@ from app.schemas.psa_connection import (
PsaMemberMappingSaveRequest,
PsaMemberResponse,
AutoMatchResult,
PSABoardResponse,
)
from app.core.config import settings
from app.schemas.psa_tickets import (
PSAResourceSchema,
PSATicketCreatedSchema,
PSATicketStatusUpdateSchema,
TicketCreatePayloadSchema,
PSAPrioritySchema,
TicketListResponseSchema,
AiParseRequestSchema,
AiParseResponseSchema,
)
import app.services.ticket_service as ticket_svc
from app.services.psa.encryption import (
decrypt_credentials,
encrypt_credentials,
@@ -345,16 +360,12 @@ async def update_flowpilot_settings(
# ── ticket / status / company endpoints ──────────────────────────
@router.get("/tickets/search", response_model=list[PSATicketSearchResult])
async def search_tickets(
@router.get("/boards", response_model=list[PSABoardResponse])
async def list_boards(
current_user: Annotated[User, Depends(require_engineer_or_admin)],
db: Annotated[AsyncSession, Depends(get_db)],
query: str = "",
board_id: int | None = None,
status_id: int | None = None,
include_closed: bool = False,
):
"""Search ConnectWise tickets."""
"""List PSA service boards."""
if not current_user.account_id:
raise HTTPException(status_code=400, detail="User has no account")
@@ -363,25 +374,321 @@ async def search_tickets(
try:
provider = await get_provider_for_account(current_user.account_id, db)
tickets = await provider.search_tickets(
query, board_id=board_id, status_id=status_id, include_closed=include_closed
boards = await provider.list_boards()
return [PSABoardResponse(id=b.id, name=b.name) for b in boards]
except PSAError as e:
# Boards are optional UI chrome — degrade gracefully rather than surfacing a toast
logger.warning("list_boards failed: %s", e)
return []
@router.get("/tickets/search", response_model=TicketListResponseSchema)
async def search_tickets(
current_user: Annotated[User, Depends(require_engineer_or_admin)],
db: Annotated[AsyncSession, Depends(get_db)],
query: str = "",
board_id: int | None = None,
status_id: int | None = None,
status_name: str | None = None,
include_closed: bool = False,
assigned_to_me: bool = False,
unassigned: bool = False,
board_ids: str = "",
priority: str | None = None,
company_id: int | None = None,
page: int = 1,
page_size: int = 25,
):
"""Search ConnectWise tickets — returns paginated TicketListResponse."""
if not current_user.account_id:
raise HTTPException(status_code=400, detail="User has no account")
from app.services.psa.registry import get_provider_for_account
from app.services.psa.exceptions import PSAError
member_identifier: str | None = None
if assigned_to_me:
conn_result = await db.execute(
select(PsaConnection).where(
PsaConnection.account_id == current_user.account_id,
PsaConnection.is_active.is_(True),
)
)
return [
conn = conn_result.scalar_one_or_none()
if conn:
mapping_result = await db.execute(
select(PsaMemberMapping).where(
PsaMemberMapping.psa_connection_id == conn.id,
PsaMemberMapping.user_id == current_user.id,
)
)
mapping = mapping_result.scalar_one_or_none()
if not mapping:
return {"items": [], "total": 0, "page": page, "page_size": page_size}
try:
_provider = await get_provider_for_account(current_user.account_id, db)
cw_members = await _provider.list_members()
matched = next((m for m in cw_members if m.id == mapping.external_member_id), None)
if matched:
member_identifier = matched.identifier
else:
return {"items": [], "total": 0, "page": page, "page_size": page_size}
except PSAError:
return {"items": [], "total": 0, "page": page, "page_size": page_size}
parsed_board_ids: list[int] = []
if board_ids:
try:
parsed_board_ids = [int(bid.strip()) for bid in board_ids.split(",") if bid.strip()]
except ValueError:
raise HTTPException(status_code=400, detail="board_ids must be comma-separated integers")
try:
provider = await get_provider_for_account(current_user.account_id, db)
result = await provider.search_tickets(
query,
board_id=board_id,
status_id=status_id,
status_name=status_name,
include_closed=include_closed,
member_identifier=member_identifier,
unassigned=unassigned,
board_ids=parsed_board_ids,
company_id=company_id,
page=page,
page_size=page_size,
)
items = [
PSATicketSearchResult(
id=t.id,
summary=t.summary,
company_name=t.company_name,
company_id=t.company_id,
board_name=t.board_name,
board_id=t.board_id,
status_name=t.status_name,
status_id=t.status_id,
priority_name=t.priority_name,
priority_id=t.priority_id,
closed=t.closed,
)
for t in tickets
for t in result.items
]
return {"items": items, "total": result.total, "page": result.page, "page_size": result.page_size}
except PSAError as e:
raise HTTPException(status_code=502, detail=str(e))
@router.post("/tickets", response_model=PSATicketCreatedSchema, status_code=201)
async def create_ticket(
data: TicketCreatePayloadSchema,
current_user: Annotated[User, Depends(require_engineer_or_admin)],
db: Annotated[AsyncSession, Depends(get_db)],
):
"""Create a new PSA ticket."""
if not current_user.account_id:
raise HTTPException(status_code=400, detail="User has no account")
from app.services.psa.exceptions import PSAError
from app.services.psa.types import TicketCreatePayload
try:
return await ticket_svc.create_ticket(
current_user.account_id,
TicketCreatePayload(**data.model_dump()),
db,
)
except PSAError as e:
raise HTTPException(status_code=502, detail=str(e))
@router.post("/tickets/ai-parse", response_model=AiParseResponseSchema)
async def ai_parse_ticket(
data: AiParseRequestSchema,
current_user: Annotated[User, Depends(require_engineer_or_admin)],
db: Annotated[AsyncSession, Depends(get_db)],
):
"""Parse natural language into a ticket pre-fill payload using Claude."""
if not current_user.account_id:
raise HTTPException(status_code=400, detail="User has no account")
from app.services.psa.registry import get_provider_for_account
from app.services.psa.exceptions import PSAError
import anthropic
import json
# Fetch boards + members for context (both cached)
boards = []
members = []
try:
provider = await get_provider_for_account(current_user.account_id, db)
boards = await provider.list_boards()
members = await provider.list_members()
except PSAError:
pass
boards_list = [{"id": b.id, "name": b.name} for b in boards]
members_list = [{"id": m.id, "name": m.name, "identifier": m.identifier} for m in members]
system_prompt = """You are a ticket triage assistant for an MSP help desk.
Extract structured ticket information from the engineer's natural language description.
Return ONLY valid JSON matching this exact schema — no other text:
{
"summary": "short one-line ticket title or null",
"board_id": "integer matching one of the provided boards or null",
"priority_name": "one of: Critical, High, Medium, Low, or null",
"description": "expanded description or null",
"assignee_identifier": "member identifier string from the provided members list or null",
"warnings": ["list of strings explaining what could not be resolved"]
}"""
user_msg = f"""Available boards: {json.dumps(boards_list)}
Available members: {json.dumps(members_list[:50])}
Engineer's description: {data.prompt}"""
missing_fields: list[str] = []
warnings: list[str] = []
response_data = AiParseResponseSchema()
try:
client = anthropic.AsyncAnthropic(
api_key=settings.ANTHROPIC_API_KEY,
max_retries=1,
)
msg = await client.messages.create(
model=settings.get_model_for_action("default"),
max_tokens=512,
system=system_prompt,
messages=[{"role": "user", "content": user_msg}],
)
raw = msg.content[0].text.strip()
# Strip markdown fences if present
if raw.startswith("```"):
import re
raw = re.sub(r'^```(?:json)?\s*', '', raw)
raw = re.sub(r'\s*```$', '', raw.strip())
parsed = json.loads(raw)
response_data.summary = parsed.get("summary")
response_data.description = parsed.get("description")
warnings = parsed.get("warnings", [])
# Resolve board_id
if parsed.get("board_id"):
board_match = next((b for b in boards if b.id == int(parsed["board_id"])), None)
if board_match:
response_data.board_id = board_match.id
else:
missing_fields.append("board_id")
warnings.append(f"Board ID {parsed['board_id']} not found")
else:
missing_fields.append("board_id")
# Resolve assignee
if parsed.get("assignee_identifier"):
member = next((m for m in members if m.identifier == parsed["assignee_identifier"]), None)
if member:
response_data.assigned_member_id = int(member.id)
else:
warnings.append(f"Member '{parsed['assignee_identifier']}' not found")
# Priority/status/company always need manual selection
missing_fields.extend(["status_id", "priority_id", "company_id"])
except Exception as e:
logger.warning("AI parse failed: %s", e)
missing_fields = ["summary", "board_id", "status_id", "priority_id", "company_id"]
warnings = ["AI parsing failed — please fill in manually"]
response_data.missing_fields = missing_fields
response_data.warnings = warnings
return response_data
@router.patch("/tickets/{ticket_id}/status", response_model=PSATicketStatusUpdateSchema)
async def update_ticket_status_endpoint(
ticket_id: int,
status_id: int,
current_user: Annotated[User, Depends(require_engineer_or_admin)],
db: Annotated[AsyncSession, Depends(get_db)],
):
"""Update a ticket's status."""
if not current_user.account_id:
raise HTTPException(status_code=400, detail="User has no account")
from app.services.psa.exceptions import PSAError
try:
return await ticket_svc.update_status(current_user.account_id, ticket_id, status_id, db)
except PSAError as e:
raise HTTPException(status_code=502, detail=str(e))
@router.get("/tickets/{ticket_id}/resources", response_model=list[PSAResourceSchema])
async def list_ticket_resources(
ticket_id: int,
current_user: Annotated[User, Depends(require_engineer_or_admin)],
db: Annotated[AsyncSession, Depends(get_db)],
):
if not current_user.account_id:
raise HTTPException(status_code=400, detail="User has no account")
from app.services.psa.exceptions import PSAError
try:
return await ticket_svc.list_resources(current_user.account_id, ticket_id, db)
except PSAError as e:
# Resources are optional display data — degrade gracefully rather than surfacing a toast
logger.warning("list_resources(%s) failed: %s", ticket_id, e)
return []
@router.post("/tickets/{ticket_id}/resources", response_model=PSAResourceSchema, status_code=201)
async def add_ticket_resource(
ticket_id: int,
member_id: int,
current_user: Annotated[User, Depends(require_engineer_or_admin)],
db: Annotated[AsyncSession, Depends(get_db)],
):
if not current_user.account_id:
raise HTTPException(status_code=400, detail="User has no account")
from app.services.psa.exceptions import PSAError
try:
return await ticket_svc.add_resource(current_user.account_id, ticket_id, member_id, db)
except PSAError as e:
raise HTTPException(status_code=502, detail=str(e))
@router.delete("/tickets/{ticket_id}/resources/{member_id}", status_code=204)
async def remove_ticket_resource(
ticket_id: int,
member_id: int,
current_user: Annotated[User, Depends(require_engineer_or_admin)],
db: Annotated[AsyncSession, Depends(get_db)],
):
if not current_user.account_id:
raise HTTPException(status_code=400, detail="User has no account")
from app.services.psa.exceptions import PSAError
try:
await ticket_svc.remove_resource(current_user.account_id, ticket_id, member_id, db)
except PSAError as e:
raise HTTPException(status_code=502, detail=str(e))
@router.get("/priorities", response_model=list[PSAPrioritySchema])
async def list_priorities(
current_user: Annotated[User, Depends(require_engineer_or_admin)],
db: Annotated[AsyncSession, Depends(get_db)],
):
"""List PSA priority levels for ticket creation form."""
if not current_user.account_id:
raise HTTPException(status_code=400, detail="User has no account")
from app.services.psa.registry import get_provider_for_account
from app.services.psa.exceptions import PSAError
try:
provider = await get_provider_for_account(current_user.account_id, db)
raw = await provider.list_priorities()
return [PSAPrioritySchema(id=p["id"], name=p["name"]) for p in raw if p.get("id")]
except PSAError as e:
logger.warning("list_priorities failed: %s", e)
return []
@router.get("/tickets/{ticket_id}/context")
async def get_ticket_context(
ticket_id: int,
@@ -483,7 +790,30 @@ async def get_ticket_statuses(
except PSANotFoundError:
raise HTTPException(status_code=404, detail="Ticket not found")
except PSAError as e:
raise HTTPException(status_code=502, detail=str(e))
logger.warning("get_ticket_statuses(%s) failed: %s", ticket_id, e)
return []
@router.get("/boards/{board_id}/statuses", response_model=list[PSATicketStatusItem])
async def get_board_statuses(
board_id: int,
current_user: Annotated[User, Depends(require_engineer_or_admin)],
db: Annotated[AsyncSession, Depends(get_db)],
):
"""Get available statuses for a service board directly (no ticket lookup required)."""
if not current_user.account_id:
raise HTTPException(status_code=400, detail="User has no account")
from app.services.psa.registry import get_provider_for_account
from app.services.psa.exceptions import PSAError
try:
provider = await get_provider_for_account(current_user.account_id, db)
statuses = await provider.get_ticket_statuses(board_id)
return [PSATicketStatusItem(id=s.id, name=s.name, is_closed=s.is_closed) for s in statuses]
except PSAError as e:
logger.warning("get_board_statuses(%s) failed: %s", board_id, e)
return []
# ── member mapping endpoints ─────────────────────────────────────────
@@ -491,7 +821,7 @@ async def get_ticket_statuses(
@router.get("/members", response_model=list[PsaMemberResponse])
async def list_members(
current_user: Annotated[User, Depends(require_account_owner)],
current_user: Annotated[User, Depends(require_engineer_or_admin)],
db: Annotated[AsyncSession, Depends(get_db)],
):
"""List CW members (from CW API)."""
@@ -509,7 +839,9 @@ async def list_members(
for m in members
]
except PSAError as e:
raise HTTPException(status_code=502, detail=str(e))
# Members are optional display data — degrade gracefully
logger.warning("list_members failed: %s", e)
return []
@router.get("/member-mappings", response_model=list[PsaMemberMappingResponse])
@@ -517,31 +849,37 @@ async def get_member_mappings(
current_user: Annotated[User, Depends(require_account_owner)],
db: Annotated[AsyncSession, Depends(get_db)],
):
"""Get all member mappings for the account."""
"""Get all account users with their PSA member mappings (unmapped users included)."""
conn = await _get_account_connection(current_user.account_id, db)
if not conn:
return []
result = await db.execute(
# Fetch all active account users
users_result = await db.execute(
select(User).where(User.account_id == current_user.account_id, User.is_active.is_(True))
)
users = users_result.scalars().all()
# Fetch all existing mappings keyed by user_id for O(1) lookup
mappings_result = await db.execute(
select(PsaMemberMapping).where(PsaMemberMapping.psa_connection_id == conn.id)
)
mappings = result.scalars().all()
mapping_by_user: dict[str, PsaMemberMapping] = {
str(m.user_id): m for m in mappings_result.scalars().all()
}
response = []
for m in mappings:
user_result = await db.execute(select(User).where(User.id == m.user_id))
user = user_result.scalar_one_or_none()
if user:
response.append(PsaMemberMappingResponse(
id=str(m.id),
user_id=str(m.user_id),
user_email=user.email,
user_name=user.name,
external_member_id=m.external_member_id,
external_member_name=m.external_member_name,
matched_by=m.matched_by,
))
return response
return [
PsaMemberMappingResponse(
id=str(m.id) if (m := mapping_by_user.get(str(user.id))) else None,
user_id=str(user.id),
user_email=user.email,
user_name=user.name,
external_member_id=m.external_member_id if m else None,
external_member_name=m.external_member_name if m else None,
matched_by=m.matched_by if m else None,
)
for user in users
]
@router.post("/member-mappings", response_model=list[PsaMemberMappingResponse])
@@ -564,6 +902,7 @@ async def save_member_mappings(
for m in mappings:
mapping = PsaMemberMapping(
psa_connection_id=conn.id,
account_id=current_user.account_id,
user_id=UUID(m.user_id),
external_member_id=m.external_member_id,
external_member_name=m.external_member_name,
@@ -624,6 +963,7 @@ async def auto_match_members(
if not existing.scalar_one_or_none():
mapping = PsaMemberMapping(
psa_connection_id=conn.id,
account_id=current_user.account_id,
user_id=user.id,
external_member_id=cw_member.id,
external_member_name=cw_member.name,

View File

@@ -1,10 +1,12 @@
"""Network diagrams API endpoints."""
import base64
import logging
from datetime import datetime, timezone
from typing import Annotated
from uuid import UUID
from fastapi import APIRouter, Depends, HTTPException, Query
from pydantic import BaseModel
from sqlalchemy import select, or_
from sqlalchemy.ext.asyncio import AsyncSession
@@ -27,7 +29,7 @@ from app.schemas.network_diagram import (
DiagramNode,
DiagramEdge,
)
from app.services import network_diagram_ai_service
from app.services import network_diagram_ai_service, storage_service
# Maps system device-type slugs to their category — mirrors frontend deviceRegistry.ts
_SLUG_CATEGORY: dict[str, str] = {
@@ -83,6 +85,7 @@ def _diagram_to_list_item(
description=diagram.description,
node_count=len(nodes),
category_counts=category_counts,
thumbnail_url=diagram.thumbnail_url,
created_by=diagram.created_by,
created_at=diagram.created_at,
updated_at=diagram.updated_at,
@@ -305,6 +308,34 @@ async def import_diagram(
)
class ThumbnailUploadRequest(BaseModel):
data_url: str # base64 PNG data URL: "data:image/png;base64,..."
@router.post("/{diagram_id}/thumbnail", status_code=204)
async def upload_thumbnail(
diagram_id: UUID,
body: ThumbnailUploadRequest,
db: Annotated[AsyncSession, Depends(get_db)],
current_user: Annotated[User, Depends(get_current_active_user)],
) -> None:
diagram = await _get_diagram_or_404(diagram_id, current_user.account_id, db)
try:
header, encoded = body.data_url.split(",", 1)
except ValueError:
raise HTTPException(status_code=422, detail="Invalid data URL format")
image_bytes = base64.b64decode(encoded)
storage_key = await storage_service.upload_file(
file_data=image_bytes,
filename=f"thumbnail-{diagram_id}.png",
content_type="image/png",
account_id=str(current_user.account_id),
)
presigned_url = storage_service.get_presigned_url(storage_key)
diagram.thumbnail_url = presigned_url
await db.commit()
@router.post("/ai-generate", response_model=AIGenerateResponse)
async def ai_generate_diagram(
data: AIGenerateRequest,

View File

@@ -3,7 +3,7 @@ import uuid
from datetime import datetime, timezone
from typing import Any, TYPE_CHECKING
from sqlalchemy import String, Text, Boolean, DateTime, ForeignKey
from sqlalchemy import String, Text, Boolean, DateTime, ForeignKey, text
from sqlalchemy.orm import Mapped, mapped_column, relationship
from sqlalchemy.dialects.postgresql import UUID, JSONB
@@ -30,8 +30,8 @@ class NetworkDiagram(Base):
client_name: Mapped[str | None] = mapped_column(String(255), nullable=True)
asset_name: Mapped[str | None] = mapped_column(String(255), nullable=True)
description: Mapped[str | None] = mapped_column(Text, nullable=True)
nodes: Mapped[list[dict[str, Any]]] = mapped_column(JSONB, nullable=False, server_default="'[]'")
edges: Mapped[list[dict[str, Any]]] = mapped_column(JSONB, nullable=False, server_default="'[]'")
nodes: Mapped[list[dict[str, Any]]] = mapped_column(JSONB, nullable=False, server_default=text("'[]'::jsonb"))
edges: Mapped[list[dict[str, Any]]] = mapped_column(JSONB, nullable=False, server_default=text("'[]'::jsonb"))
thumbnail_url: Mapped[str | None] = mapped_column(Text, nullable=True)
is_archived: Mapped[bool] = mapped_column(
Boolean, nullable=False, default=False,

View File

@@ -20,6 +20,7 @@ from .psa_connection import (
PSATicketSearchResult, PSATicketStatusItem,
PsaPostRequest, PsaPostResponse, PsaPreviewResponse, PsaPostLogResponse,
PsaMemberMappingResponse, PsaMemberMappingSaveRequest, PsaMemberResponse, AutoMatchResult,
PSABoardResponse,
)
__all__ = [
@@ -50,4 +51,5 @@ __all__ = [
"PSATicketSearchResult", "PSATicketStatusItem",
"PsaPostRequest", "PsaPostResponse", "PsaPreviewResponse", "PsaPostLogResponse",
"PsaMemberMappingResponse", "PsaMemberMappingSaveRequest", "PsaMemberResponse", "AutoMatchResult",
"PSABoardResponse",
]

View File

@@ -28,6 +28,111 @@ class ActivityEntry(BaseModel):
from_attributes = True
# --- Admin Accounts & People Search ---
class AdminUserListItem(BaseModel):
id: UUID
email: EmailStr
name: str
role: str
is_super_admin: bool = False
is_active: bool = True
account_id: Optional[UUID] = None
account_role: Optional[str] = None
account_name: Optional[str] = None
account_display_code: Optional[str] = None
created_at: datetime
last_login: Optional[datetime] = None
deleted_at: Optional[datetime] = None
class AdminUserListResponse(BaseModel):
items: list[AdminUserListItem]
total: int
page: int
per_page: int
class AdminAccountMember(BaseModel):
id: UUID
email: EmailStr
name: str
role: str
is_super_admin: bool = False
is_active: bool = True
account_role: Optional[str] = None
created_at: datetime
last_login: Optional[datetime] = None
deleted_at: Optional[datetime] = None
class AdminAccountOwnerSummary(BaseModel):
id: UUID
name: str
email: EmailStr
class AdminAccountSubscriptionSummary(BaseModel):
id: UUID
plan: str
status: str
billing_interval: Optional[str] = None
current_period_end: Optional[datetime] = None
cancel_at_period_end: bool = False
class AdminAccountUsageSummary(BaseModel):
tree_count: int = 0
session_count_this_month: int = 0
class AdminAccountInviteSummary(BaseModel):
id: UUID
email: EmailStr
role: str
expires_at: Optional[datetime] = None
created_at: datetime
used_at: Optional[datetime] = None
class AdminAccountListItem(BaseModel):
id: UUID
name: str
display_code: str
created_at: datetime
owner_id: Optional[UUID] = None
owner: Optional[AdminAccountOwnerSummary] = None
subscription: Optional[AdminAccountSubscriptionSummary] = None
usage: AdminAccountUsageSummary = Field(default_factory=AdminAccountUsageSummary)
member_count: int = 0
active_member_count: int = 0
pending_invite_count: int = 0
sso_enabled: bool = False
branding_company_name: Optional[str] = None
members: list[AdminAccountMember] = Field(default_factory=list)
class AdminAccountListResponse(BaseModel):
items: list[AdminAccountListItem]
total: int
page: int
per_page: int
class AdminAccountDetailResponse(AdminAccountListItem):
invites: list[AdminAccountInviteSummary] = Field(default_factory=list)
class AdminAccountCreate(BaseModel):
name: str = Field(..., min_length=1, max_length=255)
plan: Literal["free", "pro", "team"] = "free"
owner_email: Optional[EmailStr] = Field(None, description="Email of an existing user to set as owner")
class AdminAccountUpdate(BaseModel):
name: str = Field(..., min_length=1, max_length=255)
# --- Audit Logs ---
class AuditLogEntry(BaseModel):
@@ -215,7 +320,7 @@ class AdminUserCreate(BaseModel):
name: str = Field(..., min_length=1, max_length=255)
account_mode: Literal["existing", "personal"]
account_display_code: Optional[str] = Field(None, description="Required when account_mode='existing'")
account_role: Optional[Literal["engineer", "viewer"]] = Field(None, description="Required when account_mode='existing'")
account_role: Optional[Literal["owner", "admin", "engineer", "viewer"]] = Field(None, description="Required when account_mode='existing'")
send_email: bool = True

View File

@@ -22,12 +22,20 @@ class DeviceProperties(BaseModel):
status: str = Field(default="unknown", pattern=r"^(unknown|online|offline|degraded)$")
class NodeStyle(BaseModel):
width: float | None = None
height: float | None = None
class DiagramNode(BaseModel):
id: str
type: str
label: str
position: Position
properties: DeviceProperties = Field(default_factory=DeviceProperties)
nodeType: str | None = None
style: NodeStyle | None = None
parentId: str | None = None
class DiagramEdge(BaseModel):
@@ -84,6 +92,7 @@ class NetworkDiagramListItem(BaseModel):
description: str | None = None
node_count: int = 0
category_counts: dict[str, int] = Field(default_factory=dict)
thumbnail_url: str | None = None
created_by: UUID | None = None
created_at: datetime
updated_at: datetime

View File

@@ -53,9 +53,13 @@ class PSATicketSearchResult(BaseModel):
id: str
summary: str
company_name: str | None = None
company_id: str | None = None
board_name: str | None = None
board_id: int | None = None
status_name: str | None = None
status_id: int | None = None
priority_name: str | None = None
priority_id: int | None = None
closed: bool = False
@@ -111,13 +115,13 @@ class PsaPostLogResponse(BaseModel):
class PsaMemberMappingResponse(BaseModel):
id: str
id: str | None = None # None for users without a mapping
user_id: str
user_email: str
user_name: str
external_member_id: str
external_member_name: str
matched_by: str
external_member_id: str | None = None
external_member_name: str | None = None
matched_by: str | None = None
class PsaMemberMappingSaveRequest(BaseModel):
@@ -136,3 +140,8 @@ class PsaMemberResponse(BaseModel):
class AutoMatchResult(BaseModel):
matched: list[PsaMemberMappingResponse]
unmatched_users: int
class PSABoardResponse(BaseModel):
id: int
name: str

View File

@@ -0,0 +1,65 @@
"""Normalized DTOs for ticket management endpoints."""
from __future__ import annotations
from pydantic import BaseModel
class PSAResourceSchema(BaseModel):
member_id: int
member_name: str
member_identifier: str
is_rf_user: bool = False
class PSATicketCreatedSchema(BaseModel):
id: int
summary: str
board_name: str
status_name: str
priority_name: str
company_name: str
resources: list[PSAResourceSchema] = []
class PSATicketStatusUpdateSchema(BaseModel):
ticket_id: int
previous_status: str
new_status: str
new_status_id: int
class TicketCreatePayloadSchema(BaseModel):
summary: str
company_id: int
board_id: int
status_id: int
priority_id: int
description: str | None = None
assigned_member_id: int | None = None
class TicketListResponseSchema(BaseModel):
items: list = []
total: int = 0
page: int = 1
page_size: int = 25
class AiParseRequestSchema(BaseModel):
prompt: str
class AiParseResponseSchema(BaseModel):
summary: str | None = None
company_id: int | None = None
board_id: int | None = None
priority_id: int | None = None
status_id: int | None = None
assigned_member_id: int | None = None
description: str | None = None
missing_fields: list[str] = []
warnings: list[str] = []
class PSAPrioritySchema(BaseModel):
id: int
name: str

View File

@@ -68,4 +68,4 @@ class RoleUpdate(BaseModel):
class AccountRoleUpdate(BaseModel):
account_role: str = Field(..., pattern="^(engineer|viewer)$")
account_role: str = Field(..., pattern="^(owner|admin|engineer|viewer)$")

View File

@@ -154,6 +154,23 @@ To create a fork, append this marker AFTER your [QUESTIONS]/[ACTIONS] markers:
- If a question is clearly outside your domain, say so briefly and redirect.
- Never fabricate error codes, KB article numbers, or CLI flags. If unsure, say so.
## SPIN-OFF TICKET CREATION
When you identify a second distinct issue that is clearly separate from the primary topic \
of this session, suggest creating a spin-off ticket using the [ACTIONS] marker below. \
Use this sparingly — only when the issue is genuinely independent, not for every tangential mention.
Format:
[ACTIONS]
[
{
"label": "Create ticket: <brief issue title>",
"command": "create_spin_off_ticket",
"description": "<one sentence description of the separate issue>"
}
]
[/ACTIONS]
## FINAL REMINDER — THIS OVERRIDES EVERYTHING ABOVE
Every single response MUST contain [QUESTIONS] and/or [ACTIONS] markers with valid JSON. \
No exceptions. Not even when forking. A response without at least one of these markers \

View File

@@ -330,6 +330,7 @@ async def start_session(
# 7. Create first step
step = _create_step_from_parsed(
session_id=session.id,
account_id=session.account_id,
step_order=0,
parsed=parsed,
input_tokens=input_tokens,
@@ -433,6 +434,7 @@ async def process_response(
# Create new step
step = _create_step_from_parsed(
session_id=session.id,
account_id=session.account_id,
step_order=session.step_count - 1,
parsed=parsed,
input_tokens=input_tokens,
@@ -694,6 +696,7 @@ async def pickup_session(
briefing_step = AISessionStep(
id=uuid.uuid4(),
session_id=session.id,
account_id=session.account_id,
branch_id=session.active_branch_id if session.is_branching else None,
step_order=session.step_count,
step_type="action",
@@ -765,6 +768,7 @@ async def pickup_session(
next_step = _create_step_from_parsed(
session_id=session.id,
account_id=session.account_id,
step_order=session.step_count - 1,
parsed=parsed,
input_tokens=input_tokens,
@@ -997,6 +1001,7 @@ async def generate_status_update(
step = AISessionStep(
id=uuid.uuid4(),
session_id=session.id,
account_id=session.account_id,
branch_id=session.active_branch_id if session.is_branching else None,
step_order=session.step_count,
step_type="status_update",
@@ -1440,6 +1445,7 @@ def _format_engineer_response(request: StepResponseRequest) -> str:
def _create_step_from_parsed(
session_id: UUID,
account_id: UUID,
step_order: int,
parsed: dict[str, Any],
input_tokens: int,
@@ -1487,6 +1493,7 @@ def _create_step_from_parsed(
return AISessionStep(
id=uuid.uuid4(),
session_id=session_id,
account_id=account_id,
branch_id=branch_id,
step_order=step_order,
step_type=step_type if parsed["type"] != "resolution_suggestion" else "action",

View File

@@ -11,6 +11,11 @@ from app.services.psa.types import (
PSAMember,
PSAConfiguration,
PSATimeEntry,
PSABoard,
PaginatedTicketResult,
PSAResource,
PSACreatedTicket,
TicketCreatePayload,
)
@@ -27,7 +32,7 @@ class AutotaskProvider(PSAProvider):
async def get_ticket(self, ticket_id: str) -> PSATicket:
raise NotImplementedError("Autotask integration coming soon")
async def search_tickets(self, query: str, **filters) -> list[PSATicket]:
async def search_tickets(self, query: str, **filters) -> PaginatedTicketResult:
raise NotImplementedError("Autotask integration coming soon")
async def post_note(
@@ -58,6 +63,9 @@ class AutotaskProvider(PSAProvider):
async def list_members(self) -> list[PSAMember]:
raise NotImplementedError("Autotask integration coming soon")
async def list_boards(self) -> list[PSABoard]:
raise NotImplementedError("list_boards not implemented for this provider")
async def get_ticket_configurations(self, ticket_id: str) -> list[PSAConfiguration]:
raise NotImplementedError("Autotask integration coming soon")
@@ -70,3 +78,18 @@ class AutotaskProvider(PSAProvider):
work_type: str | None = None,
) -> PSATimeEntry:
raise NotImplementedError("Autotask integration coming soon")
async def list_resources(self, ticket_id: int) -> list[PSAResource]:
raise NotImplementedError("Autotask integration coming soon")
async def add_resource(self, ticket_id: int, member_id: int) -> PSAResource:
raise NotImplementedError("Autotask integration coming soon")
async def remove_resource(self, ticket_id: int, member_id: int) -> None:
raise NotImplementedError("Autotask integration coming soon")
async def create_ticket(self, payload: TicketCreatePayload) -> PSACreatedTicket:
raise NotImplementedError("Autotask integration coming soon")
async def list_priorities(self) -> list[dict]:
raise NotImplementedError("Autotask integration coming soon")

View File

@@ -12,6 +12,11 @@ from .types import (
PSAMember,
PSAConfiguration,
PSATimeEntry,
PSABoard,
PaginatedTicketResult,
PSAResource,
PSACreatedTicket,
TicketCreatePayload,
)
@@ -27,7 +32,7 @@ class PSAProvider(ABC):
...
@abstractmethod
async def search_tickets(self, query: str, **filters) -> list[PSATicket]:
async def search_tickets(self, query: str, **filters) -> PaginatedTicketResult:
...
@abstractmethod
@@ -64,6 +69,10 @@ class PSAProvider(ABC):
async def list_members(self) -> list[PSAMember]:
...
@abstractmethod
async def list_boards(self) -> list[PSABoard]:
...
@abstractmethod
async def get_ticket_configurations(self, ticket_id: str) -> list[PSAConfiguration]:
...
@@ -78,3 +87,23 @@ class PSAProvider(ABC):
work_type: str | None = None,
) -> PSATimeEntry:
...
@abstractmethod
async def list_resources(self, ticket_id: int) -> list[PSAResource]:
...
@abstractmethod
async def add_resource(self, ticket_id: int, member_id: int) -> PSAResource:
...
@abstractmethod
async def remove_resource(self, ticket_id: int, member_id: int) -> None:
...
@abstractmethod
async def create_ticket(self, payload: TicketCreatePayload) -> PSACreatedTicket:
...
@abstractmethod
async def list_priorities(self) -> list[dict]:
...

View File

@@ -7,6 +7,7 @@ from datetime import datetime, timezone
from app.services.psa.base import PSAProvider
from app.services.psa.cache import psa_cache
from app.services.psa.exceptions import PSAError
from app.services.psa.types import (
ConnectionTestResult,
PSATicket,
@@ -16,6 +17,11 @@ from app.services.psa.types import (
PSAMember,
PSAConfiguration,
PSATimeEntry,
PSABoard,
PaginatedTicketResult,
PSAResource,
PSACreatedTicket,
TicketCreatePayload,
)
from .client import ConnectWiseClient
@@ -54,34 +60,62 @@ class ConnectWiseProvider(PSAProvider):
)
return self._map_ticket(data)
async def search_tickets(self, query: str, **filters) -> list[PSATicket]:
"""Search CW tickets by summary. Supports board_id and status_id filters."""
async def search_tickets(self, query: str, **filters) -> PaginatedTicketResult:
"""Search CW tickets by summary. Supports board_id, status_id, member_identifier,
unassigned, board_ids, page, and page_size filters. Returns paginated result."""
page_size = filters.get("page_size", 10)
page = filters.get("page", 1)
params: dict = {
"fields": "id,summary,company,board,status,priority,closedFlag",
"orderBy": "id desc",
"pageSize": 25,
"orderBy": "priority/sort asc,dateEntered desc",
"pageSize": page_size,
"page": page,
}
# Build CW condition query
conditions: list[str] = []
if query:
conditions.append(f"summary contains '{query}'")
# Sanitize: strip single quotes to prevent CW condition injection
safe_query = query.replace("'", "")
conditions.append(f"summary contains '{safe_query}'")
if filters.get("board_id"):
conditions.append(f"board/id = {filters['board_id']}")
if filters.get("status_id"):
conditions.append(f"status/id = {filters['status_id']}")
elif filters.get("status_name"):
safe_status = str(filters["status_name"]).replace("'", "")
conditions.append(f"status/name = '{safe_status}'")
if not filters.get("include_closed", False):
conditions.append("closedFlag = false")
if filters.get("member_identifier") is not None:
conditions.append(f"resources contains '{filters['member_identifier']}'")
if filters.get("unassigned", False):
conditions.append("resources = null")
board_ids: list[int] = filters.get("board_ids") or []
if board_ids:
board_list = ", ".join(str(bid) for bid in board_ids)
conditions.append(f"board/id in ({board_list})")
if filters.get("company_id"):
conditions.append(f"company/id = {int(filters['company_id'])}")
if conditions:
params["conditions"] = " and ".join(conditions)
condition_str = " and ".join(conditions) if conditions else ""
if condition_str:
params["conditions"] = condition_str
data = await self.client.get("/service/tickets", params=params)
count_params: dict = {}
if condition_str:
count_params["conditions"] = condition_str
return [
self._map_ticket(t)
for t in (data if isinstance(data, list) else [])
]
# Fire page fetch + count in parallel
data, count_data = await asyncio.gather(
self.client.get("/service/tickets", params=params),
self.client.get("/service/tickets/count", params=count_params),
)
items = [self._map_ticket(t) for t in (data if isinstance(data, list) else [])]
total = count_data.get("count", len(items)) if isinstance(count_data, dict) else len(items)
return PaginatedTicketResult(items=items, total=total, page=page, page_size=page_size)
async def get_ticket_configurations(
self, ticket_id: str
@@ -232,13 +266,30 @@ class ConnectWiseProvider(PSAProvider):
async def update_ticket_status(
self, ticket_id: str, status_id: int
) -> PSATicket:
"""Update a CW ticket's status using JSON Patch format."""
"""Update a CW ticket's status using JSON Patch format.
Verifies CW actually applied the change — CW silently returns 200 when
a status id is invalid for the ticket's board. We check the response
body's status.id matches what we sent, and raise PSAError if not.
"""
patch_body = [
{"op": "replace", "path": "status", "value": {"id": status_id}}
]
data = await self.client.patch(
f"/service/tickets/{ticket_id}", json_body=patch_body
)
applied = (data.get("status") or {}) if isinstance(data, dict) else {}
applied_id = applied.get("id")
if applied_id != status_id:
logger.warning(
"CW status PATCH for ticket %s returned status id=%s instead of %s",
ticket_id, applied_id, status_id,
)
raise PSAError(
f"ConnectWise did not apply status {status_id} "
f"(still {applied.get('name') or applied_id}). "
"The status may not be valid for this ticket's board."
)
return self._map_ticket(data)
async def list_members(self) -> list[PSAMember]:
@@ -270,6 +321,32 @@ class ConnectWiseProvider(PSAProvider):
psa_cache.set(cache_key, result, ttl_seconds=900)
return result
async def list_boards(self) -> list[PSABoard]:
"""List active CW service boards (cached 1 hour)."""
cache_key = "boards"
cached = psa_cache.get(cache_key)
if cached is not None:
return cached
data = await self.client.get(
"/service/boards",
params={
"fields": "id,name,inactiveFlag",
"conditions": "inactiveFlag = false",
"pageSize": 100,
},
)
result = [
PSABoard(
id=b["id"],
name=b["name"],
inactive=b.get("inactiveFlag", False),
)
for b in (data if isinstance(data, list) else [])
]
psa_cache.set(cache_key, result, ttl_seconds=3600)
return result
# ── Ticket Context ────────────────────────────────────────────────
async def get_ticket_context(
@@ -536,7 +613,7 @@ class ConnectWiseProvider(PSAProvider):
if work_type:
payload["workType"] = {"name": work_type}
data = await self._client.post("/time/entries", payload)
data = await self.client.post("/time/entries", payload)
return PSATimeEntry(
id=str(data["id"]),
ticket_id=ticket_id,
@@ -551,16 +628,247 @@ class ConnectWiseProvider(PSAProvider):
@staticmethod
def _map_ticket(data: dict) -> PSATicket:
"""Map a CW ticket JSON dict to a PSATicket."""
company = data.get("company") or {}
board = data.get("board") or {}
status = data.get("status") or {}
priority = data.get("priority") or {}
return PSATicket(
id=str(data["id"]),
id=str(data.get("id", "")),
summary=data.get("summary", ""),
company_name=data.get("company", {}).get("name"),
company_id=str(data["company"]["id"]) if data.get("company") else None,
board_name=data.get("board", {}).get("name"),
board_id=data.get("board", {}).get("id"),
status_name=data.get("status", {}).get("name"),
status_id=data.get("status", {}).get("id"),
priority_name=data.get("priority", {}).get("name"),
priority_id=data.get("priority", {}).get("id"),
company_name=company.get("name"),
company_id=str(company.get("id")) if company.get("id") else None,
board_name=board.get("name"),
board_id=board.get("id"),
status_name=status.get("name"),
status_id=status.get("id"),
priority_name=priority.get("name"),
priority_id=priority.get("id"),
closed=data.get("closedFlag", False),
)
# ── Resource management ───────────────────────────────────────────
# Schedule type id for "Service Ticket" resources — CW's canonical type for ticket co-assignees
_SCHEDULE_TYPE_SERVICE_TICKET = 4
async def _get_ticket_owner(self, ticket_id: int) -> dict | None:
"""Fetch the ticket's current owner (MemberReference) or None if unassigned."""
data = await self.client.get(
f"/service/tickets/{ticket_id}",
params={"fields": "id,owner"},
)
if not isinstance(data, dict):
return None
owner_raw = data.get("owner")
return owner_raw if isinstance(owner_raw, dict) and owner_raw.get("id") else None
async def _list_ticket_schedule_entries(self, ticket_id: int) -> list[dict]:
"""List schedule entries for a ticket's co-assignees.
Returns raw CW schedule entry dicts with at least id and member info.
"""
data = await self.client.get(
"/schedule/entries",
params={
"conditions": (
f"type/id={self._SCHEDULE_TYPE_SERVICE_TICKET} AND objectId={ticket_id}"
),
"fields": "id,member,name",
"pageSize": 100,
},
)
return data if isinstance(data, list) else []
async def list_resources(self, ticket_id: int) -> list[PSAResource]:
"""List members assigned to a CW ticket.
Merges the `owner` MemberReference (primary assignee) with schedule entries
of type 4 (Service Ticket resources — co-assignees). Deduped by member id.
"""
owner = await self._get_ticket_owner(ticket_id)
entries = await self._list_ticket_schedule_entries(ticket_id)
members = await self.list_members()
by_id = {str(m.id): m for m in members}
seen_ids: set[str] = set()
results: list[PSAResource] = []
if owner is not None:
owner_id = str(owner.get("id"))
m = by_id.get(owner_id)
if m:
results.append(PSAResource(
member_id=int(m.id),
member_name=m.name,
member_identifier=m.identifier,
))
else:
results.append(PSAResource(
member_id=int(owner.get("id") or 0),
member_name=str(owner.get("name") or ""),
member_identifier=str(owner.get("identifier") or ""),
))
seen_ids.add(owner_id)
for entry in entries:
entry_member = entry.get("member") if isinstance(entry, dict) else None
if not isinstance(entry_member, dict):
continue
mid = str(entry_member.get("id") or "")
if not mid or mid in seen_ids:
continue
m = by_id.get(mid)
if m:
results.append(PSAResource(
member_id=int(m.id),
member_name=m.name,
member_identifier=m.identifier,
))
else:
results.append(PSAResource(
member_id=int(entry_member.get("id") or 0),
member_name=str(entry_member.get("name") or ""),
member_identifier=str(entry_member.get("identifier") or ""),
))
seen_ids.add(mid)
return results
async def add_resource(self, ticket_id: int, member_id: int) -> PSAResource:
"""Assign a member to a CW ticket.
- If the ticket has no owner, set the target as `owner` (CW's canonical
primary assignee field). CW typically mirrors this into the derived
`resources` string automatically.
- If the ticket is already owned by someone else, add the target as a
co-assignee via a schedule entry of type 4 (Service Ticket). The
existing owner is not changed.
- Idempotent when target is already owner or already has a schedule entry.
"""
members = await self.list_members()
target = next((m for m in members if str(m.id) == str(member_id)), None)
if target is None:
raise PSAError(f"Member {member_id} not found")
current_owner = await self._get_ticket_owner(ticket_id)
if current_owner is None:
# Primary assign — set owner
await self.client.patch(
f"/service/tickets/{ticket_id}",
json_body=[{"op": "replace", "path": "owner", "value": {"id": int(target.id)}}],
)
elif str(current_owner.get("id")) != str(target.id):
# Ticket owned by someone else — add as co-assignee via schedule entry.
# Idempotent: skip if a schedule entry already exists for this member.
existing = await self._list_ticket_schedule_entries(ticket_id)
already_assigned = any(
str((e.get("member") or {}).get("id") or "") == str(target.id)
for e in existing
)
if not already_assigned:
await self.client.post(
"/schedule/entries",
json_body={
"member": {"id": int(target.id)},
"objectId": int(ticket_id),
"type": {"id": self._SCHEDULE_TYPE_SERVICE_TICKET},
"name": target.name or target.identifier or f"Member {target.id}",
},
)
# else: already the owner — idempotent no-op
return PSAResource(
member_id=int(target.id),
member_name=target.name,
member_identifier=target.identifier,
)
async def remove_resource(self, ticket_id: int, member_id: int) -> None:
"""Remove a member from a CW ticket (idempotent).
- If the target is the current owner, clear the owner field.
- Otherwise, delete their schedule entry (Service Ticket type).
"""
members = await self.list_members()
target = next((m for m in members if str(m.id) == str(member_id)), None)
if target is None:
return
current_owner = await self._get_ticket_owner(ticket_id)
if current_owner is not None and str(current_owner.get("id")) == str(target.id):
# Unassign the owner. Try RFC 6902 "remove" first; fall back to
# "replace" with null if CW rejects it.
try:
await self.client.patch(
f"/service/tickets/{ticket_id}",
json_body=[{"op": "remove", "path": "owner"}],
)
except PSAError:
await self.client.patch(
f"/service/tickets/{ticket_id}",
json_body=[{"op": "replace", "path": "owner", "value": None}],
)
return
# Not the owner — find and delete the schedule entry for this member.
entries = await self._list_ticket_schedule_entries(ticket_id)
for entry in entries:
entry_member = entry.get("member") if isinstance(entry, dict) else None
if isinstance(entry_member, dict) and str(entry_member.get("id") or "") == str(target.id):
entry_id = entry.get("id")
if entry_id:
await self.client.delete(f"/schedule/entries/{entry_id}")
break
# ── Ticket creation ───────────────────────────────────────────────
async def create_ticket(self, payload: TicketCreatePayload) -> PSACreatedTicket:
"""Create a new CW service ticket."""
body: dict = {
"summary": payload.summary,
"board": {"id": payload.board_id},
"company": {"id": payload.company_id},
"status": {"id": payload.status_id},
"priority": {"id": payload.priority_id},
}
if payload.description:
body["initialDescription"] = payload.description
if payload.assigned_member_id:
body["owner"] = {"id": payload.assigned_member_id}
data = await self.client.post("/service/tickets", json_body=body)
ticket_id = data.get("id") if isinstance(data, dict) else None
resources: list[PSAResource] = []
if ticket_id and payload.assigned_member_id:
try:
resources = await self.list_resources(ticket_id)
except Exception:
pass
company = (data.get("company") or {}) if isinstance(data, dict) else {}
board = (data.get("board") or {}) if isinstance(data, dict) else {}
status = (data.get("status") or {}) if isinstance(data, dict) else {}
priority = (data.get("priority") or {}) if isinstance(data, dict) else {}
return PSACreatedTicket(
id=ticket_id or 0,
summary=data.get("summary", payload.summary) if isinstance(data, dict) else payload.summary,
board_name=board.get("name", ""),
status_name=status.get("name", ""),
priority_name=priority.get("name", ""),
company_name=company.get("name", ""),
resources=resources,
)
# ── Priorities ────────────────────────────────────────────────────
async def list_priorities(self) -> list[dict]:
"""List CW service priorities."""
data = await self.client.get("/service/priorities", params={"pageSize": 50})
return [
{"id": p.get("id"), "name": p.get("name")}
for p in (data if isinstance(data, list) else [])
]

View File

@@ -11,6 +11,11 @@ from app.services.psa.types import (
PSAMember,
PSAConfiguration,
PSATimeEntry,
PSABoard,
PaginatedTicketResult,
PSAResource,
PSACreatedTicket,
TicketCreatePayload,
)
@@ -27,7 +32,7 @@ class HaloPSAProvider(PSAProvider):
async def get_ticket(self, ticket_id: str) -> PSATicket:
raise NotImplementedError("Halo PSA integration coming soon")
async def search_tickets(self, query: str, **filters) -> list[PSATicket]:
async def search_tickets(self, query: str, **filters) -> PaginatedTicketResult:
raise NotImplementedError("Halo PSA integration coming soon")
async def post_note(
@@ -58,6 +63,9 @@ class HaloPSAProvider(PSAProvider):
async def list_members(self) -> list[PSAMember]:
raise NotImplementedError("Halo PSA integration coming soon")
async def list_boards(self) -> list[PSABoard]:
raise NotImplementedError("list_boards not implemented for this provider")
async def get_ticket_configurations(self, ticket_id: str) -> list[PSAConfiguration]:
raise NotImplementedError("Halo PSA integration coming soon")
@@ -70,3 +78,18 @@ class HaloPSAProvider(PSAProvider):
work_type: str | None = None,
) -> PSATimeEntry:
raise NotImplementedError("Halo PSA integration coming soon")
async def list_resources(self, ticket_id: int) -> list[PSAResource]:
raise NotImplementedError("Halo PSA integration coming soon")
async def add_resource(self, ticket_id: int, member_id: int) -> PSAResource:
raise NotImplementedError("Halo PSA integration coming soon")
async def remove_resource(self, ticket_id: int, member_id: int) -> None:
raise NotImplementedError("Halo PSA integration coming soon")
async def create_ticket(self, payload: TicketCreatePayload) -> PSACreatedTicket:
raise NotImplementedError("Halo PSA integration coming soon")
async def list_priorities(self) -> list[dict]:
raise NotImplementedError("Halo PSA integration coming soon")

View File

@@ -67,6 +67,46 @@ class PSATimeEntry(BaseModel):
created_at: str | None = None
class PSABoard(BaseModel):
id: int
name: str
inactive: bool = False
class PaginatedTicketResult(BaseModel):
items: list[PSATicket]
total: int
page: int
page_size: int
class PSAResource(BaseModel):
member_id: int
member_name: str
member_identifier: str
is_rf_user: bool = False
class PSACreatedTicket(BaseModel):
id: int
summary: str
board_name: str
status_name: str
priority_name: str
company_name: str
resources: list[PSAResource] = []
class TicketCreatePayload(BaseModel):
summary: str
company_id: int
board_id: int
status_id: int
priority_id: int
description: str | None = None
assigned_member_id: int | None = None
class NoteType:
INTERNAL_ANALYSIS = "internal_analysis"
RESOLUTION = "resolution"

View File

@@ -0,0 +1,116 @@
"""Ticket mutation service — wraps PSA provider, resolves is_rf_user flag."""
from __future__ import annotations
import logging
from uuid import UUID
from sqlalchemy import select
from sqlalchemy.ext.asyncio import AsyncSession
from app.models.psa_connection import PsaConnection
from app.models.psa_member_mapping import PsaMemberMapping
from app.schemas.psa_tickets import (
PSAResourceSchema,
PSATicketCreatedSchema,
PSATicketStatusUpdateSchema,
)
from app.services.psa.registry import get_provider_for_account
from app.services.psa.types import TicketCreatePayload
logger = logging.getLogger(__name__)
async def _get_mapped_member_ids(account_id: UUID, db: AsyncSession) -> set[int]:
"""Return set of external_member_id ints that are mapped to RF users."""
conn_result = await db.execute(
select(PsaConnection).where(PsaConnection.account_id == account_id)
)
conn = conn_result.scalar_one_or_none()
if not conn:
return set()
mappings = await db.execute(
select(PsaMemberMapping).where(PsaMemberMapping.psa_connection_id == conn.id)
)
return {int(m.external_member_id) for m in mappings.scalars().all() if m.external_member_id}
async def list_resources(
account_id: UUID, ticket_id: int, db: AsyncSession
) -> list[PSAResourceSchema]:
provider = await get_provider_for_account(account_id, db)
mapped_ids = await _get_mapped_member_ids(account_id, db)
resources = await provider.list_resources(ticket_id)
return [
PSAResourceSchema(
member_id=r.member_id,
member_name=r.member_name,
member_identifier=r.member_identifier,
is_rf_user=r.member_id in mapped_ids,
)
for r in resources
]
async def add_resource(
account_id: UUID, ticket_id: int, member_id: int, db: AsyncSession
) -> PSAResourceSchema:
provider = await get_provider_for_account(account_id, db)
mapped_ids = await _get_mapped_member_ids(account_id, db)
resource = await provider.add_resource(ticket_id, member_id)
return PSAResourceSchema(
member_id=resource.member_id,
member_name=resource.member_name,
member_identifier=resource.member_identifier,
is_rf_user=resource.member_id in mapped_ids,
)
async def remove_resource(
account_id: UUID, ticket_id: int, member_id: int, db: AsyncSession
) -> None:
provider = await get_provider_for_account(account_id, db)
await provider.remove_resource(ticket_id, member_id)
async def update_status(
account_id: UUID, ticket_id: int, status_id: int, db: AsyncSession
) -> PSATicketStatusUpdateSchema:
provider = await get_provider_for_account(account_id, db)
# get current status before updating
ticket = await provider.get_ticket(str(ticket_id))
previous_status = ticket.status_name or ""
await provider.update_ticket_status(str(ticket_id), status_id)
# get new status name from statuses list
statuses = await provider.get_ticket_statuses(ticket.board_id or 0)
new_status = next((s.name for s in statuses if s.id == status_id), str(status_id))
return PSATicketStatusUpdateSchema(
ticket_id=ticket_id,
previous_status=previous_status,
new_status=new_status,
new_status_id=status_id,
)
async def create_ticket(
account_id: UUID, payload: TicketCreatePayload, db: AsyncSession
) -> PSATicketCreatedSchema:
provider = await get_provider_for_account(account_id, db)
mapped_ids = await _get_mapped_member_ids(account_id, db)
result = await provider.create_ticket(payload)
return PSATicketCreatedSchema(
id=result.id,
summary=result.summary,
board_name=result.board_name,
status_name=result.status_name,
priority_name=result.priority_name,
company_name=result.company_name,
resources=[
PSAResourceSchema(
member_id=r.member_id,
member_name=r.member_name,
member_identifier=r.member_identifier,
is_rf_user=r.member_id in mapped_ids,
)
for r in result.resources
],
)

View File

@@ -32,14 +32,6 @@ TEST_DATABASE_URL = os.environ.get(
)
@pytest.fixture(scope="session")
def event_loop() -> Generator:
"""Create an instance of the default event loop for each test case."""
loop = asyncio.get_event_loop_policy().new_event_loop()
yield loop
loop.close()
@pytest.fixture
async def test_db() -> AsyncGenerator[AsyncSession, None]:
"""

View File

@@ -19,8 +19,116 @@ class TestAdminEndpoints:
"/api/v1/admin/users", headers=admin_auth_headers
)
assert response.status_code == 200
users = response.json()
assert len(users) >= 2 # admin + test_user
payload = response.json()
assert payload["total"] >= 2 # admin + test_user
assert len(payload["items"]) >= 2
@pytest.mark.asyncio
async def test_list_users_supports_search(
self, client: AsyncClient, admin_auth_headers: dict, test_user: dict
):
"""Test admin people search by user email."""
response = await client.get(
"/api/v1/admin/users",
params={"search": test_user["email"]},
headers=admin_auth_headers,
)
assert response.status_code == 200
payload = response.json()
assert payload["total"] >= 1
assert any(item["email"] == test_user["email"] for item in payload["items"])
@pytest.mark.asyncio
async def test_list_accounts_as_admin(
self, client: AsyncClient, admin_auth_headers: dict
):
"""Test listing accounts with member data."""
response = await client.get(
"/api/v1/admin/accounts", headers=admin_auth_headers
)
assert response.status_code == 200
payload = response.json()
assert payload["total"] >= 1
assert len(payload["items"]) >= 1
assert "members" in payload["items"][0]
assert "subscription" in payload["items"][0]
@pytest.mark.asyncio
async def test_create_account_as_admin(
self, client: AsyncClient, admin_auth_headers: dict
):
"""Test creating an empty account from admin."""
response = await client.post(
"/api/v1/admin/accounts",
json={"name": "Acme Customer", "plan": "pro"},
headers=admin_auth_headers,
)
assert response.status_code == 201
payload = response.json()
assert payload["name"] == "Acme Customer"
assert payload["subscription"]["plan"] == "pro"
assert payload["display_code"]
@pytest.mark.asyncio
async def test_get_account_detail_as_admin(
self, client: AsyncClient, admin_auth_headers: dict, test_user: dict
):
"""Test fetching account detail for management view."""
account_id = test_user["user_data"]["account_id"]
response = await client.get(
f"/api/v1/admin/accounts/{account_id}",
headers=admin_auth_headers,
)
assert response.status_code == 200
payload = response.json()
assert payload["id"] == account_id
assert "members" in payload
assert "invites" in payload
@pytest.mark.asyncio
async def test_update_account_name_as_admin(
self, client: AsyncClient, admin_auth_headers: dict, test_user: dict
):
"""Test renaming an account from admin detail view."""
account_id = test_user["user_data"]["account_id"]
response = await client.put(
f"/api/v1/admin/accounts/{account_id}",
json={"name": "Renamed Customer Account"},
headers=admin_auth_headers,
)
assert response.status_code == 200
payload = response.json()
assert payload["id"] == account_id
assert payload["name"] == "Renamed Customer Account"
@pytest.mark.asyncio
async def test_update_account_plan(
self, client: AsyncClient, admin_auth_headers: dict, test_user: dict
):
"""Test changing an account's subscription plan."""
account_id = test_user["user_data"]["account_id"]
response = await client.put(
f"/api/v1/admin/accounts/{account_id}/subscription/plan",
json={"plan": "pro"},
headers=admin_auth_headers,
)
assert response.status_code == 200
assert response.json()["plan"] == "pro"
@pytest.mark.asyncio
async def test_extend_account_trial(
self, client: AsyncClient, admin_auth_headers: dict, test_user: dict
):
"""Test starting or extending an account trial."""
account_id = test_user["user_data"]["account_id"]
response = await client.put(
f"/api/v1/admin/accounts/{account_id}/subscription/extend-trial",
json={"days": 14},
headers=admin_auth_headers,
)
assert response.status_code == 200
assert response.json()["status"] == "trialing"
assert response.json()["current_period_end"] is not None
@pytest.mark.asyncio
async def test_list_users_as_non_admin(

View File

@@ -0,0 +1,55 @@
# backend/tests/test_psa_tickets.py
"""Routing and auth tests for new ticket management endpoints."""
import pytest
@pytest.mark.asyncio
async def test_create_ticket_requires_auth(client):
"""POST /tickets returns 401 without auth."""
response = await client.post(
"/api/v1/integrations/psa/tickets",
json={
"summary": "Test", "company_id": 1, "board_id": 1,
"status_id": 1, "priority_id": 1
},
)
assert response.status_code == 401
@pytest.mark.asyncio
async def test_list_resources_requires_auth(client):
response = await client.get("/api/v1/integrations/psa/tickets/1/resources")
assert response.status_code == 401
@pytest.mark.asyncio
async def test_search_tickets_returns_paginated_shape(client, auth_headers):
"""search endpoint returns TicketListResponse shape when no PSA connected."""
response = await client.get(
"/api/v1/integrations/psa/tickets/search",
headers=auth_headers,
)
# No PSA connection → 400 or 502; with PSA → 200
assert response.status_code in (200, 400, 502)
if response.status_code == 200:
data = response.json()
assert "items" in data
assert "total" in data
assert "page" in data
@pytest.mark.asyncio
async def test_update_status_requires_auth(client):
response = await client.patch(
"/api/v1/integrations/psa/tickets/1/status?status_id=5"
)
assert response.status_code == 401
@pytest.mark.asyncio
async def test_ai_parse_requires_auth(client):
response = await client.post(
"/api/v1/integrations/psa/tickets/ai-parse",
json={"prompt": "New ticket for Acme"},
)
assert response.status_code == 401

View File

@@ -1,4 +1,4 @@
# Lessons Archive (1-40)
# Lessons Archive (1-70)
> These lessons were originally in CLAUDE.md. They've been archived because the fixes are now baked into the codebase. Consult this file if you encounter a regression in any of these areas.
@@ -81,3 +81,67 @@
**39. Platform settings for feature toggles:** Use `SettingsManager.get("key", db, default=True)`.
**40. Survey public routes:** Add at top level in `router.tsx` alongside `/login`.
---
## Archived Lessons (41-70)
**41. Assistant chat uses local React state, not Zustand:** `AssistantChatPage.tsx` uses `useState` for `chats`, `messages`, `input`, `loading`. No store.
**42. Public pages use raw `fetch()`, not `apiClient`:** Survey, shared sessions, and no-auth pages use `fetch()` with full URL. `apiClient` requires auth tokens.
**43. Adding new email types:** Add static async method to `EmailService` in `core/email.py`. Fire-and-forget from endpoints (log errors, don't fail).
**44. AI Chat Builder is flow-type-aware:** `ai_chat_service.py` dispatches by `flow_type`. Troubleshooting: `[TREE_UPDATE]` markers. Procedural: `[STEPS_UPDATE]` markers. Both support `[METADATA]`.
**45. Intake form field schema:** Uses `variable_name` and `field_type` (NOT `name` and `type`).
**46. `CreateFlowDropdown` uses `AIPromptDialog`:** Opens prompt modal, starts AI session, generates flow, navigates to editor with `{ state: { aiPanelOpen: true, sessionId } }`.
**47. Editor-Embedded Flow Assist:** `EditorAIPanel` (320px side panel) + `useEditorAI` hook. Ghost nodes use `_suggestion: true` flag. Delta responses use `[DELTA]...[/DELTA]` markers.
**48. Tree orphan validation uses dynamic root ID:** Orphan check compares against `state.treeStructure?.id` (NOT hardcoded `'root'`).
**49. Full-stack features — verify both ends:** schema → endpoint → API client → hook → store → UI.
**50. Anthropic SDK retry:** Set `max_retries=1` to fail fast. Default `max_retries=2` can take 3× timeout.
**51. AI model tier routing:** Use `settings.get_model_for_action(action_type)`. Model IDs: alias form (`claude-sonnet-4-6`).
**52. Mobile scroll-to-top:** Use `ref.current.scrollIntoView()`, not `window.scrollTo()`. Trigger via `useEffect`.
**53. Flex height chain:** Every ancestor must be a flex container for `flex-1` to work. Missing `flex` class collapses React Flow to 0 height.
**54. React Flow CSS in Tailwind v4:** Import in `index.css`, not component JS. Override dark theme using `--xy-*` CSS custom properties.
**55. App shell height chain:** Every wrapper between `.main-content` and canvas needs `flex` + `flex-1` + `min-h-0` or `h-full`.
**56. Railway backend service name is `patherly`:** Production DB name is `railway`. Public Postgres proxy: `interchange.proxy.rlwy.net:45797`.
**57. Node field priority:** `title``question``description``content``label`. See `copilot_service.py`.
**58. `scriptGeneratorStore.generate()` optional param:** Always wrap: `onClick={() => generate()}`, never `onClick={generate}`.
**59. ConnectWise `clientId` is server-side config:** Set in `config.py` as `CW_CLIENT_ID`. Per-connection: `company_id`, `public_key`, `private_key`, `server_url`.
**60. Dockerfile build args for Vite env vars:** Any new `VITE_*` var must be added as `ARG` + `ENV` in `frontend/Dockerfile`. Railway env vars are runtime-only without this; `import.meta.env.VITE_*` resolves to `undefined` in production builds.
**61. Procedural sessions auto-start on page load:** `ProceduralNavigationPage` calls `startSession()` immediately in `loadTree()` — no intake form screen or "Start" button. Variables filled inline. Troubleshooting flows DO have a start screen.
**62. Playwright strict mode — scope selectors:** Step titles appear in both sidebar and main heading. Use `getByRole('heading', { name })` for main content.
**63. Node 20 required for frontend builds:** `export NVM_DIR="$HOME/.nvm" && source "$NVM_DIR/nvm.sh" && nvm use 20`. Or: `PATH="$HOME/.nvm/versions/node/v20.19.0/bin:$PATH"`.
**64. PostHog product analytics:** `PostHogProvider` in `main.tsx`. Event helpers in `lib/analytics.ts`. `identifyUser()` in `authStore.fetchUser()`, `resetAnalytics()` on logout. Env vars: `VITE_PUBLIC_POSTHOG_KEY`, `VITE_PUBLIC_POSTHOG_HOST`.
**65. Local Docker Compose uses `resolutionflow` database on port 5433:** Container `resolutionflow_postgres`, DB `resolutionflow` (not `patherly`), port `5433`. Playwright config defaults must match.
**66. Dev environment runs on Hostinger VPS (46.202.92.250):** CORS must include VPS IP in `CORS_ORIGINS` and `FRONTEND_URL`. See DEV-ENV.md.
**67. Tree editor route is `/trees/new`:** NOT `/editor/new`. Use `getTreeEditorPath()` from `@/lib/routing`.
**68. APScheduler jobs need `max_instances=1`:** Without it, overlapping runs can process the same records twice (TOCTOU race).
**69. PostgreSQL `func.sum(case(...))` returns `Decimal` via asyncpg:** Cast to `int()` before storing in Pydantic `dict[str, Any]` fields.
**70. Toast library uses `toast.warning()` not `toast.warn()`:** Import from `@/lib/toast`. Methods: `success`, `error`, `warning`, `info`.

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# ConnectWise PSA Integration — Testing Checklist
> **Purpose:** Step-by-step guide to connect ResolutionFlow to a ConnectWise developer sandbox and validate each integration feature end-to-end.
>
> **Date created:** 2026-04-14
> **Branch:** main
---
## Prerequisites
Before starting, make sure you have:
- [ ] ResolutionFlow backend running (`uvicorn app.main:app --reload` from `backend/`)
- [ ] ResolutionFlow frontend running (`npm run dev` from `frontend/`)
- [ ] A ConnectWise developer sandbox account
---
## Step 1 — Get Your ConnectWise Developer Credentials
You need four pieces of information from your ConnectWise sandbox.
**Company ID**
- This is the company name you log in with on the CW login screen (e.g. if your URL is `na.myconnectwise.net` and your login company is `resolutionflow`, the Company ID is `resolutionflow`)
**Site URL**
- Developer sandboxes are typically `na.myconnectwise.net` or `aus.connectwisedev.com`
- Do **not** include `https://` — enter just the hostname (e.g. `na.myconnectwise.net`)
**API Public Key + Private Key**
1. Log into your CW sandbox
2. Go to **System → Members** → open your own member record
3. Click the **API Keys** tab
4. Click **New** → give it a name (e.g. "ResolutionFlow Dev")
5. Save — the **Private Key** is shown only once, copy it now
6. Note both the **Public Key** (shown on the list) and **Private Key**
**Client ID** (already configured server-side)
- The `CW_CLIENT_ID` is set in `backend/app/core/config.py` — this identifies the ResolutionFlow app to ConnectWise and is shared across all tenants. You do not need to enter this in the UI.
---
## Step 2 — Connect ResolutionFlow to ConnectWise
- [ ] Log into ResolutionFlow as a **Team Admin or Super Admin** user
- [ ] Navigate to **Account → Integrations**
- [ ] On the **Connection** tab, fill in the form:
- Display Name: anything (e.g. `CW Dev Sandbox`)
- Site URL: your sandbox hostname (e.g. `na.myconnectwise.net`)
- Company ID: your CW company ID
- Public Key: from Step 1
- Private Key: from Step 1
- [ ] Click **Connect** — the backend tests the credentials before saving
- [ ] Verify: "Connected" status appears with a green dot
- [ ] Click **Test Connection** button and confirm it returns a success message + server version
---
## Step 3 — Member Mapping
Maps ResolutionFlow users to ConnectWise members so that PSA posts are attributed to the right technician.
- [ ] Click the **Member Mapping** tab
- [ ] Click **Auto-Match by Email** — ResolutionFlow matches users to CW members with the same email address
- [ ] Verify the matched count in the toast notification
- [ ] If any users are unmatched, manually assign them via the dropdown
- [ ] Click **Save Mappings** if you made manual changes
---
## Step 4 — Ticket Search (via FlowPilot session)
- [ ] Start a new FlowPilot session (from the Dashboard)
- [ ] Look for the **Link Ticket** button in the session header
- [ ] Search for a ticket by keyword or ticket number
- [ ] Verify: ticket results appear showing summary, board, status, priority
- [ ] Select a ticket and confirm it links to the session
---
## Step 5 — Ticket Context Injection
Once a ticket is linked, FlowPilot should enrich its context with CW data.
- [ ] With a ticket linked, send a message to FlowPilot
- [ ] Verify: FlowPilot's response references ticket details (company name, status, configurations, etc.)
- [ ] Check backend logs to confirm `GET /integrations/psa/tickets/{id}/context` is being called
---
## Step 6 — PSA Post (push session notes to ticket)
This is the core feature — pushing session documentation back to the ConnectWise ticket.
- [ ] In the linked session, click **Update** (or the PSA post button in the session header)
- [ ] Review the **Preview** — confirm the generated content looks correct
- [ ] Select a **Note Type**:
- `Internal Analysis` — internal-only note (visible to techs, not clients)
- `Resolution` — marks as resolved, notifies client
- `Description` — main ticket description note
- [ ] Optionally select a **Status** to update the ticket to (e.g. "In Progress" → "Resolved")
- [ ] Click **Post to Ticket**
- [ ] Verify: success toast appears
- [ ] Verify in ConnectWise: open the ticket and confirm the note was posted with correct content and attribution (your member name)
---
## Step 7 — FlowPilot Settings
Configure how FlowPilot behaves with PSA automation.
- [ ] Go to **Account → Integrations → FlowPilot** tab
- [ ] Review each setting:
- **Auto Push** — automatically post session doc on session close
- **Auto Time Entry** — automatically log hours from session duration
- **Time Rounding** — 15min / 30min / exact / none
- **Note Visibility** — internal only vs. internal + external
- **Include Diagnostic Steps** — whether to include step-by-step notes
- **Prompt Status on Resolution** — ask to update CW status when resolving
- **Prompt Status on Escalation** — ask to update CW status when escalating
- [ ] Adjust to your preference and save
---
## Step 8 — End-to-End Smoke Test
Run a complete session to confirm the full flow works together.
- [ ] Start a new FlowPilot session with a test ticket in CW
- [ ] Link the ticket at session start
- [ ] Work through a troubleshooting flow (even a simple one)
- [ ] Resolve or escalate the session
- [ ] Post the session documentation to the CW ticket
- [ ] Open the ticket in ConnectWise and confirm:
- [ ] Note content is correct and well-formatted
- [ ] Note is attributed to the correct CW member
- [ ] Ticket status was updated (if you chose to update)
- [ ] Duration / time entry was logged (if auto-time-entry is on)
---
## Known Issues / Bugs Fixed
| Bug | Status | Location |
|-----|--------|----------|
| `create_time_entry()` used `self._client` instead of `self.client` | Fixed 2026-04-14 | `services/psa/connectwise/provider.py:539` |
---
## What's NOT Yet Implemented
| Feature | Notes |
|---------|-------|
| Autotask PSA | Schema accepts `autotask` as provider but no implementation exists |
| Retry queue for failed posts | `retry_count` / `next_retry_at` columns exist in DB but no background job |
| `psa_activity_log` population | Table exists, no endpoints write to it yet |
| Post History tab | Currently a placeholder — post history is viewable per-session only |

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# ConnectWise integration docs
Reference material for ResolutionFlow's ConnectWise Manage integration.
This folder pairs a **human-editable source** (the XLSX) with two
**generated artifacts** (YAML + Markdown). Code reads the YAML; humans
read the Markdown; edits happen in the XLSX.
## Files
| File | Role | Edit? |
|------|------|-------|
| `api-member-security-roles.md` | Human-readable reference — browse on GitHub, link in PRs, onboard new contributors. | Generated — do not edit |
| `api-member-security-roles.yaml` | Machine-readable source of truth — imported by integration code, queried by Claude Code when writing permission checks. | Generated — do not edit |
| `source/Security_Roles_Matrix_11132017.xlsx` | Canonical source. The matrix as published by ConnectWise (with any corrections we've applied). | Yes — this is the editing surface |
| `source/generate_role_docs.py` | Regenerates the YAML and Markdown from the XLSX. Deterministic. | Only if the matrix schema itself changes |
| `source/requirements.txt` | Python deps for the generator (`openpyxl`, `PyYAML`). | Only when bumping deps |
## Regeneration workflow
After editing the XLSX:
```bash
cd docs/integrations/connectwise/source
pip install -r requirements.txt
python generate_role_docs.py \
--source Security_Roles_Matrix_11132017.xlsx \
--out-yaml ../api-member-security-roles.yaml \
--out-md ../api-member-security-roles.md
```
Commit all three files together (XLSX, YAML, MD). The diff on the YAML
is what reviewers should scrutinize — it is the source of truth for code.
## Querying the YAML from integration code
The YAML groups permissions by module and action. Example — checking
what `Inquire: ALL` means for Service Desk → Service Tickets:
```python
import yaml
from pathlib import Path
doc = yaml.safe_load(
Path("docs/integrations/connectwise/api-member-security-roles.yaml").read_text()
)
levels = doc["modules"]["Service Desk"]["actions"]["Service Tickets"]["inquire"]["levels"]
print(levels["ALL"])
```
This is the pattern `ConnectWiseAuthManager` and the proxy authorization
layer should use when the required permission level for a given API
endpoint needs to be documented or validated against an assigned role.
## Conventions
- **Levels are ordered most-to-least privileged:** `ALL`, `MY`, `MINE`, `NONE`.
- **Verbs are always in this order:** `add`, `edit`, `delete`, `inquire`.
- **`Not applicable` notes** in a verb's cell mean the meaningful level
is documented under another verb (almost always `inquire`) — the
generator preserves these as `note:` fields rather than inventing
placeholder levels.
- **The XLSX is the single source of input.** Never hand-edit the YAML
or Markdown; your changes will be overwritten on the next regeneration.

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"""
Generate ConnectWise security-role documentation from the source XLSX.
Produces:
- api-member-security-roles.yaml : machine-readable source of truth
- api-member-security-roles.md : human-readable reference
Re-run this script after editing the source XLSX. Both outputs are
deterministic — they will produce identical content from identical input,
so diffs in version control reflect only real permission-model changes.
Usage:
python generate_role_docs.py \
--source source/Security_Roles_Matrix_11132017.xlsx \
--out-yaml ../api-member-security-roles.yaml \
--out-md ../api-member-security-roles.md
"""
from __future__ import annotations
import argparse
import re
from dataclasses import dataclass, field
from datetime import date
from pathlib import Path
from typing import Dict, List, Optional
import yaml
from openpyxl import load_workbook
# ---------------------------------------------------------------------------
# Parsing
# ---------------------------------------------------------------------------
# A level description line looks like "ALL: text..." or "NONE: text..."
# We capture the prefix (ALL | NONE | MINE | MY) and the trailing description.
LEVEL_LINE = re.compile(r"^(ALL|NONE|MINE|MY)\s*:\s*(.*)$", re.DOTALL)
# Recognized ConnectWise permission levels, most-to-least privileged.
LEVEL_ORDER = ["ALL", "MY", "MINE", "NONE"]
VERBS = ["add", "edit", "delete", "inquire"]
VERB_COLS = {"add": 3, "edit": 4, "delete": 5, "inquire": 6}
@dataclass
class CellPermission:
"""Parsed contents of a single (action, verb) cell."""
levels: Dict[str, str] = field(default_factory=dict) # level -> description
note: Optional[str] = None # for "Not applicable. See Inquire level." etc.
raw: str = "" # original cell text, preserved for audit
@dataclass
class ActionRow:
module: str
action: str
permissions: Dict[str, CellPermission] # verb -> CellPermission
def parse_cell(raw: Optional[str]) -> CellPermission:
"""Parse a single cell's multi-line content into levels + note."""
if raw is None:
return CellPermission(raw="")
text = str(raw).strip()
cp = CellPermission(raw=text)
if not text:
return cp
# Split into candidate entries. Each entry is typically one line that
# starts with a level prefix, but description text can itself contain
# newlines. We therefore split on newlines and accumulate continuation
# lines into the preceding entry.
current_level: Optional[str] = None
current_buf: List[str] = []
note_buf: List[str] = []
def flush_level() -> None:
nonlocal current_level, current_buf
if current_level is not None:
cp.levels[current_level] = " ".join(current_buf).strip()
current_level = None
current_buf = []
for line in text.splitlines():
line = line.strip()
if not line:
continue
m = LEVEL_LINE.match(line)
if m:
flush_level()
current_level = m.group(1).upper()
current_buf = [m.group(2).strip()]
elif current_level is not None:
current_buf.append(line)
else:
# No level prefix yet — belongs to the note.
note_buf.append(line)
flush_level()
if note_buf:
cp.note = " ".join(note_buf).strip()
return cp
def read_matrix(xlsx_path: Path) -> List[ActionRow]:
wb = load_workbook(xlsx_path, data_only=True)
ws = wb.active # Single sheet in this workbook.
# Header row is row 2 per the source file; data begins row 3.
actions: List[ActionRow] = []
for r in range(3, ws.max_row + 1):
module = ws.cell(row=r, column=1).value
action = ws.cell(row=r, column=2).value
if not (module or action):
continue # skip fully empty rows
if not module or not action:
# Partial row — keep but flag. This shouldn't happen in the
# current source; if it does, the generator should fail loudly
# rather than silently produce wrong output.
raise ValueError(
f"Row {r} has a missing Module or Action: "
f"module={module!r}, action={action!r}"
)
perms: Dict[str, CellPermission] = {}
for verb, col in VERB_COLS.items():
perms[verb] = parse_cell(ws.cell(row=r, column=col).value)
actions.append(
ActionRow(module=module.strip(), action=action.strip(), permissions=perms)
)
return actions
# ---------------------------------------------------------------------------
# Output: YAML
# ---------------------------------------------------------------------------
def build_yaml_document(actions: List[ActionRow], source_file: str) -> dict:
"""Build a plain-dict representation that YAML dumps cleanly."""
# Group by module, preserving action order within each module.
modules: Dict[str, List[ActionRow]] = {}
for a in actions:
modules.setdefault(a.module, []).append(a)
doc = {
"metadata": {
"source_file": source_file,
"generated_on": date.today().isoformat(),
"generator": "docs/integrations/connectwise/source/generate_role_docs.py",
"description": (
"ConnectWise security-role matrix. Each (module, action) entry "
"describes what each access level (ALL, MY, MINE, NONE) means "
"for the Add, Edit, Delete, and Inquire verbs. This is a "
"reference catalog, not a per-role assignment — role "
"assignments live in ConnectWise and are mirrored in the "
"ResolutionFlow integration config."
),
"level_order_most_to_least_privileged": LEVEL_ORDER,
},
"modules": {},
}
for module_name, rows in modules.items():
module_block = {"actions": {}}
for a in rows:
action_block: Dict[str, object] = {}
for verb in VERBS:
cell = a.permissions[verb]
entry: Dict[str, object] = {}
if cell.levels:
# Emit levels in canonical order, only those present.
entry["levels"] = {
lvl: cell.levels[lvl]
for lvl in LEVEL_ORDER
if lvl in cell.levels
}
if cell.note:
entry["note"] = cell.note
if not entry:
# Truly empty cell — represent explicitly so downstream
# consumers can distinguish "empty" from "missing".
entry["note"] = "(no description provided)"
action_block[verb] = entry
module_block["actions"][a.action] = action_block
doc["modules"][module_name] = module_block
return doc
class _LiteralStr(str):
"""Marker type so PyYAML renders long strings as block literals."""
def _literal_presenter(dumper, data):
return dumper.represent_scalar("tag:yaml.org,2002:str", data, style="|")
yaml.add_representer(_LiteralStr, _literal_presenter)
def _use_block_style_for_long_strings(obj):
"""Recursively wrap long strings so the YAML is readable, not one-line."""
if isinstance(obj, dict):
return {k: _use_block_style_for_long_strings(v) for k, v in obj.items()}
if isinstance(obj, list):
return [_use_block_style_for_long_strings(v) for v in obj]
if isinstance(obj, str) and (len(obj) > 80 or "\n" in obj):
return _LiteralStr(obj)
return obj
def dump_yaml(doc: dict, out_path: Path) -> None:
prepared = _use_block_style_for_long_strings(doc)
out_path.parent.mkdir(parents=True, exist_ok=True)
with out_path.open("w", encoding="utf-8") as f:
f.write("# ConnectWise API Member Security Roles — reference matrix.\n")
f.write("# Generated from the source XLSX; do not edit by hand.\n")
f.write("# Re-run generate_role_docs.py after updating the XLSX.\n\n")
yaml.dump(
prepared,
f,
sort_keys=False,
allow_unicode=True,
width=100,
default_flow_style=False,
)
# ---------------------------------------------------------------------------
# Output: Markdown
# ---------------------------------------------------------------------------
def _md_escape(text: str) -> str:
"""Escape pipes and collapse whitespace for Markdown table cells."""
return text.replace("|", "\\|").replace("\n", " ").strip()
def build_markdown(actions: List[ActionRow], source_file: str) -> str:
modules: Dict[str, List[ActionRow]] = {}
for a in actions:
modules.setdefault(a.module, []).append(a)
lines: List[str] = []
lines.append("# ConnectWise API Member — Security Roles Reference")
lines.append("")
lines.append(
f"_Generated {date.today().isoformat()} from "
f"`{source_file}`. Do not edit by hand — update the XLSX and "
f"re-run `generate_role_docs.py`._"
)
lines.append("")
lines.append("## How to read this document")
lines.append("")
lines.append(
"Each ConnectWise module lists the actions it governs. For every "
"action, four permission verbs — **Add**, **Edit**, **Delete**, "
"**Inquire** — can be granted at one of these levels, most to "
"least privileged:"
)
lines.append("")
lines.append("| Level | Meaning |")
lines.append("|-------|---------|")
lines.append("| `ALL` | Access to all records in the system. |")
lines.append("| `MY` | Access to records owned by the user's team. |")
lines.append("| `MINE` | Access only to records owned by the user. |")
lines.append("| `NONE` | No access. |")
lines.append("")
lines.append(
"Not every level applies to every action — the source matrix "
"only documents the levels that are meaningful for each cell. "
"Cells marked _Not applicable_ reference another verb (usually "
"Inquire) where the meaningful level is defined."
)
lines.append("")
lines.append(
"The machine-readable form of this document is "
"[`api-member-security-roles.yaml`](./api-member-security-roles.yaml). "
"Use the YAML when writing integration code; use this Markdown "
"when reviewing, discussing, or onboarding."
)
lines.append("")
lines.append("## Table of contents")
lines.append("")
for module_name in modules:
anchor = module_name.lower().replace(" ", "-").replace("/", "")
lines.append(f"- [{module_name}](#{anchor}) — {len(modules[module_name])} actions")
lines.append("")
for module_name, rows in modules.items():
lines.append(f"## {module_name}")
lines.append("")
for a in rows:
lines.append(f"### {a.action}")
lines.append("")
lines.append("| Verb | Level | Description |")
lines.append("|------|-------|-------------|")
wrote_any = False
for verb in VERBS:
cell = a.permissions[verb]
if cell.levels:
for lvl in LEVEL_ORDER:
if lvl in cell.levels:
lines.append(
f"| {verb.capitalize()} | `{lvl}` | "
f"{_md_escape(cell.levels[lvl])} |"
)
wrote_any = True
elif cell.note:
lines.append(
f"| {verb.capitalize()} | — | "
f"_{_md_escape(cell.note)}_ |"
)
wrote_any = True
if not wrote_any:
lines.append("| — | — | _(no description provided)_ |")
lines.append("")
return "\n".join(lines) + "\n"
def write_markdown(md_text: str, out_path: Path) -> None:
out_path.parent.mkdir(parents=True, exist_ok=True)
out_path.write_text(md_text, encoding="utf-8")
# ---------------------------------------------------------------------------
# Entry point
# ---------------------------------------------------------------------------
def main() -> None:
parser = argparse.ArgumentParser(description=__doc__)
parser.add_argument("--source", type=Path, required=True,
help="Path to the source .xlsx")
parser.add_argument("--out-yaml", type=Path, required=True,
help="Path to write the YAML output")
parser.add_argument("--out-md", type=Path, required=True,
help="Path to write the Markdown output")
args = parser.parse_args()
actions = read_matrix(args.source)
doc = build_yaml_document(actions, source_file=args.source.name)
dump_yaml(doc, args.out_yaml)
md = build_markdown(actions, source_file=args.source.name)
write_markdown(md, args.out_md)
# Quick data-quality summary to stdout — helpful when re-running after edits.
from collections import Counter
modules_seen = Counter(a.module for a in actions)
print(f"Parsed {len(actions)} actions across {len(modules_seen)} modules:")
for m, n in modules_seen.most_common():
print(f" {m}: {n}")
print(f"\nWrote {args.out_yaml}")
print(f"Wrote {args.out_md}")
if __name__ == "__main__":
main()

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@@ -0,0 +1,5 @@
# Dependencies for generate_role_docs.py.
# These are only needed when regenerating the role docs from the XLSX —
# they are not runtime dependencies of ResolutionFlow itself.
openpyxl>=3.1,<4.0
PyYAML>=6.0,<7.0

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# Network Diagram Editor — Draw.io-Style Implementation Document
> **Date:** 2026-04-13
> **Status:** Proposed
> **Audience:** Product, frontend, backend, and agentic workers
> **Goal:** Build a production-grade network diagram editor inside ResolutionFlow that feels close to draw.io while staying MSP- and topology-focused.
---
## Executive Summary
ResolutionFlow should implement network diagrams as a first-class editor surface, not as a lightweight canvas utility. The right target is not "clone draw.io exactly," but "deliver draw.io-grade editing quality for MSP network topology work."
The recommended path is:
1. **Use the existing network-diagram branch architecture as the foundation**
2. **Ship the already-proven CRUD/editor shell as Phase 1**
3. **Invest the next phases in interaction quality, editor commands, and interoperability**
4. **Keep a ResolutionFlow-native JSON schema as the source of truth**
5. **Add draw.io compatibility at import/export boundaries, not at the storage layer**
This preserves delivery speed while giving the product room to grow into a robust diagramming tool.
---
## Product Goal
Build a network diagram creation tool that:
- Feels familiar to users who already know draw.io
- Supports MSP workflows better than a generic diagramming app
- Makes manual editing fast and safe
- Supports AI-assisted generation and clean-up without depending on AI for correctness
- Fits ResolutionFlow's existing frontend/backend architecture cleanly
Success is not measured by raw feature count alone. Success means a user can open the editor and confidently:
- Create a clean network map from scratch
- Drag devices from a stencil palette onto a canvas
- Connect, label, group, align, copy, duplicate, and organize elements quickly
- Save and revisit diagrams safely
- Export the result for documentation and client communication
---
## Existing Repo Context
ResolutionFlow already has strong signals for this direction:
- The main architecture is React 19 + Vite + TypeScript on the frontend, FastAPI + PostgreSQL on the backend.
- There are existing design and plan docs for network diagrams:
- `docs/superpowers/specs/2026-04-04-react-flow-ui-network-diagrams-design.md`
- `docs/superpowers/specs/2026-04-04-network-diagram-ux-improvements-design.md`
- `docs/superpowers/plans/2026-04-04-react-flow-ui-network-diagrams.md`
- `docs/superpowers/plans/2026-04-04-network-diagram-ux-improvements.md`
- Git history shows a substantial prior implementation on `feat/network-map-builder-prod`.
That branch already included:
- Backend model, schema, migration, API routes, and AI generation service
- Frontend list page and editor page
- React Flow-based canvas
- Device registry and custom node types
- Context menu, copy/paste/duplicate shortcuts, and drag/drop improvements
- Inspector/properties panel
- Import/export JSON
This is important: **the best implementation path is to revive and harden that architecture, not to invent a parallel one.**
---
## Non-Goals
The first implementation should not try to become a full whiteboard platform.
Out of scope for the initial milestone:
- Real-time multiplayer collaboration
- Comments/presence/cursors
- Arbitrary slide decks or presentation features
- BPMN/UML/general enterprise diagram libraries
- Full draw.io parity on day one
- Replacing ResolutionFlow's tree editor architecture
The editor should stay focused on network topology and MSP documentation use cases.
---
## User Experience Target
The editor should feel close to draw.io in the following ways:
- Fast drag/drop from a left stencil panel
- Predictable selection behavior
- Context menus and keyboard shortcuts
- Snap-to-grid and alignment affordances
- Resizable groups and containers
- Good edge routing options
- Easy text and label editing
- Familiar import/export workflows
The editor should exceed draw.io in MSP-specific workflows:
- Device types that reflect real client environments
- AI-generated starting diagrams from text descriptions
- Client and asset metadata
- Future hooks into PSA, assets, tickets, and documentation
---
## Recommended Architecture
### Frontend
Use a dedicated feature area:
- `frontend/src/pages/NetworkDiagrams/`
- `frontend/src/components/network/`
- `frontend/src/api/networkDiagrams.ts`
- `frontend/src/types/network-diagram.ts`
Use React Flow as the canvas/rendering engine.
Why React Flow:
- Already used conceptually in the codebase
- Strong node/edge rendering model
- Good selection/dragging/viewport primitives
- Enough flexibility for custom nodes, groups, and edge styles
- Faster path to production than building custom canvas behavior from scratch
### Backend
Use a document-style data model stored in PostgreSQL JSONB:
- `network_diagrams` table
- JSONB `nodes`
- JSONB `edges`
- Metadata columns for account scoping, names, timestamps, archive state
Why document storage:
- Flexible schema evolution
- Fast implementation
- Simple import/export
- Easy autosave
- Works well with editor-state persistence
### Source of Truth
Use a ResolutionFlow-native schema as the system of record.
Do not store draw.io XML as the primary database format.
Instead:
- Store native JSON internally
- Import from draw.io into native JSON
- Export native JSON to draw.io-compatible XML when needed
This keeps the application decoupled from an external vendor format.
---
## Recommended File Layout
### Frontend
- `frontend/src/pages/NetworkDiagrams/index.tsx`
- Diagram list page
- `frontend/src/pages/NetworkDiagrams/DiagramEditor.tsx`
- Editor orchestration layer
- `frontend/src/components/network/NetworkCanvas.tsx`
- React Flow wrapper and viewport surface
- `frontend/src/components/network/DiagramHeader.tsx`
- Save state, title, metadata actions, export/import controls
- `frontend/src/components/network/ContextMenu.tsx`
- Node/canvas context menus
- `frontend/src/components/network/CanvasEmptyPrompt.tsx`
- Empty-state guidance
- `frontend/src/components/network/panels/DeviceToolbar.tsx`
- Stencil palette and searchable device library
- `frontend/src/components/network/panels/PropertiesPanel.tsx`
- Inspector for node/edge editing
- `frontend/src/components/network/panels/AIAssistPanel.tsx`
- AI generate/merge UX
- `frontend/src/components/network/hooks/useCanvasShortcuts.ts`
- Keyboard shortcuts and clipboard behavior
- `frontend/src/components/network/hooks/useDiagramCommands.ts`
- Shared command layer for actions invoked by keyboard, menus, and toolbar
- `frontend/src/components/network/nodes/*`
- Node components, registry, types, and render configuration
- `frontend/src/components/network/edges/*`
- Edge components and routing styles
- `frontend/src/api/networkDiagrams.ts`
- CRUD, import/export, AI generation, duplication
- `frontend/src/types/network-diagram.ts`
- Shared client-side typing
### Backend
- `backend/app/models/network_diagram.py`
- SQLAlchemy model
- `backend/app/schemas/network_diagram.py`
- Pydantic request/response models
- `backend/app/api/endpoints/network_diagrams.py`
- CRUD + import/export + AI routes
- `backend/app/services/network_diagram_ai_service.py`
- AI generation and later AI clean-up/layout assistance
- `backend/alembic/versions/074_add_network_diagrams_table.py`
- Initial schema migration
- `backend/app/models/network_diagram_version.py`
- Later addition for version history
- `backend/app/api/endpoints/network_diagram_versions.py`
- Later addition for restore/history flows
---
## Data Model
### V1 Database Model
The existing JSONB storage pattern is good for a first release:
- `id`
- `account_id`
- `name`
- `client_name`
- `asset_name`
- `description`
- `nodes` JSONB
- `edges` JSONB
- `thumbnail_url`
- `is_archived`
- `created_by`
- `created_at`
- `updated_at`
### Recommended Node Schema
Use a richer internal node shape than a minimal device-only object. The schema should be resilient enough to support future features without painful migration.
Recommended fields:
- `id`
- `kind`
- `device | group | text | shape | image`
- `type`
- device slug or shape subtype
- `label`
- `position`
- `size`
- `rotation`
- `zIndex`
- `parentId`
- `ports`
- `style`
- `data`
Examples:
- `kind=device`, `type=router`
- `kind=group`, `type=subnet`
- `kind=text`, `type=label`
### Recommended Edge Schema
- `id`
- `source`
- `target`
- `sourcePort`
- `targetPort`
- `label`
- `routing`
- `straight | step | orthogonal | curved`
- `waypoints`
- `style`
- `data`
### Why This Matters
The prior branch stored a solid but fairly lean `DiagramNode`/`DiagramEdge`. That is enough to start, but draw.io-like editing will need more than just `position`, `label`, and `connectionType`.
If we adopt the richer shape early, we reduce future rework in:
- manual bend-point support
- z-ordering
- groups/containers
- text/shape nodes
- port-specific connections
---
## Editor State Model
The editor should be built around four distinct layers of state:
### 1. Persisted Diagram State
What is saved to the backend:
- nodes
- edges
- metadata
### 2. Editor UI State
What lives only in the browser while editing:
- selected node IDs
- selected edge IDs
- open context menu
- active tool
- inspector visibility
- drag-over state
- clipboard reference
### 3. Derived View State
- filtered palette items
- current selection bounds
- whether paste is available
- whether align/distribute commands are valid
### 4. History State
- undo stack
- redo stack
- last autosave timestamp
The editor page should orchestrate these, but command logic should not be scattered across component trees.
---
## Command System
To make the tool feel like draw.io, add a shared command layer.
Recommended hook:
- `frontend/src/components/network/hooks/useDiagramCommands.ts`
This hook should expose commands like:
- `copySelection`
- `pasteSelection`
- `duplicateSelection`
- `deleteSelection`
- `selectAll`
- `fitView`
- `bringToFront`
- `sendToBack`
- `alignLeft`
- `alignCenter`
- `alignRight`
- `alignTop`
- `alignMiddle`
- `alignBottom`
- `distributeHorizontally`
- `distributeVertically`
- `groupSelection`
- `ungroupSelection`
- `lockSelection`
- `unlockSelection`
All of the following should call the same command functions:
- keyboard shortcuts
- toolbar buttons
- context menu items
- future command palette entries
This avoids duplicate logic and keeps behavior consistent.
---
## Phase-by-Phase Delivery Plan
## Phase 1 — Foundation MVP
### Objective
Ship a usable network diagram editor quickly using the existing branch shape.
### Scope
- Diagram list page
- Create/edit/archive/duplicate
- React Flow canvas
- Searchable device palette
- Device and group nodes
- Edge creation
- Properties panel
- Save + autosave
- Import/export ResolutionFlow JSON
- Basic AI generation from natural language
- Context menu
- Keyboard shortcuts:
- copy
- paste
- duplicate
- select all
- fit view
- delete
### Frontend Work
- Restore `NetworkDiagrams` page routes and navigation
- Restore `DiagramEditor`
- Restore `NetworkCanvas`
- Restore node/edge registries
- Restore clipboard + context menu behavior
- Add command-layer extraction if time allows
### Backend Work
- Restore migration, model, schemas, endpoints
- Validate account scoping and tenant isolation
- Restore import/export endpoint
- Restore AI generate endpoint
### Acceptance Criteria
- User can create and save a network map
- User can reopen it later
- User can drag devices from palette onto canvas
- User can connect nodes and label links
- User can copy/paste/duplicate/delete
- User can import/export JSON
- User can generate a starter diagram from text
---
## Phase 2 — Draw.io-Grade Editing Quality
### Objective
Close the biggest UX gap between a basic node editor and a real diagramming tool.
### Scope
- Snap-to-guides in addition to snap-to-grid
- Alignment commands
- Distribution commands
- Multi-select improvements
- Better z-order handling
- Inline text editing
- Better group/container behavior
- Rich edge routing choices
- Manual bend points
- Port-aware connection handling
- Keyboard nudging and modifier behavior
### New/Expanded Files
- `hooks/useDiagramCommands.ts`
- `hooks/useSelectionBounds.ts`
- `components/network/guides/*`
- `components/network/edges/*`
### Acceptance Criteria
- Multi-select editing feels reliable
- Align/distribute work predictably
- User can produce a polished topology without fighting the canvas
- Connectors can be shaped intentionally rather than only auto-routed
---
## Phase 3 — Interoperability and Export
### Objective
Let the editor fit real customer and internal documentation workflows.
### Scope
- SVG export
- PNG export
- PDF export
- Thumbnail generation
- Draw.io XML import
- Draw.io XML export
### Implementation Notes
Do not try to mirror every draw.io primitive internally.
Instead:
- Build a compatible subset for network maps
- Translate supported draw.io elements into native nodes/edges/groups/text
- Emit supported native diagrams back into draw.io XML
- Warn on unsupported constructs during import
### Acceptance Criteria
- A diagram can be exported for customer-facing documentation
- A supported draw.io network map can be imported into ResolutionFlow
- Users can move work between tools without losing essential topology content
---
## Phase 4 — ResolutionFlow-Native Differentiation
### Objective
Make this better than a generic diagram editor for MSP use cases.
### Scope
- AI merge into existing topology
- AI tidy-up / auto-layout refinement
- Asset-aware device metadata
- Client templates
- Common MSP topology starter kits
- Diagram-to-ticket or diagram-to-flow linking
- Version history and restore
### Acceptance Criteria
- AI helps users start faster and clean up faster
- Diagrams connect to the rest of the ResolutionFlow product
- Version history reduces fear of experimentation
---
## Draw.io Parity Matrix
| Capability | Priority | Notes |
|-----------|----------|-------|
| Drag/drop stencil palette | P0 | Must feel immediate and stable |
| Node resize/move/select | P0 | Core editor behavior |
| Edge creation and labeling | P0 | Core topology use case |
| Copy/paste/duplicate/delete | P0 | Expected baseline |
| Context menu + keyboard shortcuts | P0 | Must be fast and familiar |
| Snap-to-grid | P0 | Already supported directionally |
| Align/distribute | P1 | Big usability leap |
| Grouping/containers | P1 | Important for subnets, rooms, racks |
| Edge routing modes | P1 | Necessary for professional-looking diagrams |
| Inline text editing | P1 | Draw.io expectation |
| Layers/lock/hide | P2 | Useful once diagrams get large |
| Draw.io import/export | P2 | Important for migration and adoption |
| Realtime collaboration | P3 | Valuable, but not early priority |
---
## Risks and Mitigations
### Risk: Editor complexity balloons too quickly
**Mitigation**
- Keep the MVP narrow
- Use phased delivery
- Center everything around the command layer
### Risk: React Flow abstraction limits parity
**Mitigation**
- Validate manual bend points, grouping, and selection ergonomics early
- If a specific advanced behavior is awkward, implement it in a focused extension layer instead of abandoning React Flow entirely
### Risk: Import/export compatibility becomes a trap
**Mitigation**
- Support a documented subset of draw.io semantics
- Keep native JSON as the canonical internal model
- Warn clearly on unsupported import constructs
### Risk: AI-generated diagrams feel impressive but unreliable
**Mitigation**
- Treat AI output as a starting point only
- Keep editing UX first-class
- Make merge mode explicit and safe
### Risk: Users lose work through autosave/history gaps
**Mitigation**
- Add diagram versioning soon after MVP
- Preserve a local dirty-state guard
- Add explicit "saved at" feedback
---
## Versioning Recommendation
Version history should be planned early, even if shipped after the MVP.
Recommended table:
- `network_diagram_versions`
- `id`
- `diagram_id`
- `account_id`
- `snapshot` JSONB
- `created_by`
- `label`
- `created_at`
Recommended triggers for version creation:
- explicit "Save Version"
- before destructive import-replace
- before AI replace mode
- optionally every N minutes when dirty changes are substantial
This is one of the highest-leverage additions for user trust.
---
## Testing Strategy
### Frontend
- Unit-test command logic
- Unit-test serialization/deserialization
- Component-test context menu and shortcut behavior
- E2E test core editor flows:
- create diagram
- drag node
- connect nodes
- save and reload
- copy/paste
- import/export
### Backend
- API tests for CRUD
- API tests for tenant isolation
- API tests for import/export validation
- API tests for duplicate/archive
- AI endpoint tests with mocked provider output
### Manual QA
Required flows:
- New blank diagram
- Existing diagram edit
- Large diagram performance
- Multi-select behavior
- Keyboard shortcut guard behavior while inputs are focused
- Import malformed JSON
- AI merge into populated canvas
---
## Suggested Delivery Order
### Slice 1
- Restore backend migration/model/schema/router
- Restore types and API client
- Restore list page
### Slice 2
- Restore editor shell and canvas
- Restore nodes, edges, palette, save/load
### Slice 3
- Restore context menu, clipboard, shortcuts, inspector
- Validate dirty-state and autosave behavior
### Slice 4
- Restore AI generation and merge mode
- Tighten import/export UX
### Slice 5
- Implement command layer
- Add align/distribute/z-order polish
### Slice 6
- Add version history
- Add export polish and thumbnails
### Slice 7
- Add draw.io XML import/export subset
---
## Recommended Immediate Next Step
The best immediate implementation move is:
1. **Rebase or selectively port `feat/network-map-builder-prod` into the current codebase**
2. **Use that as the Phase 1 foundation**
3. **Do not start by rewriting the editor architecture**
That approach is faster, lower risk, and already aligned with the repo's documented direction.
---
## Worker Notes
If agentic workers implement this plan, they should:
- Reuse the existing network-diagram branch structure where possible
- Avoid introducing a second diagram architecture
- Keep native JSON as the canonical schema
- Treat command centralization as a priority, not an afterthought
- Ship MVP behavior first, then polish toward draw.io parity in focused slices
---
## Summary
ResolutionFlow can support a draw.io-like network diagram editor without fighting its current stack. The prior network-diagram branch already proves the right foundation:
- React Flow canvas
- FastAPI CRUD
- JSONB persistence
- device registry
- AI assist
- context menus
- keyboard shortcuts
- import/export
The real work now is not deciding whether to build it. The real work is:
- restoring that foundation cleanly,
- formalizing the internal schema,
- adding a reusable command system,
- and iterating on the editor interactions until the experience feels professional.
That path gives ResolutionFlow a practical, high-value network topology tool quickly, while preserving a credible route to near-draw.io quality over the next phases.

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# PSA Ticket Management — Design Spec
**Date:** 2026-04-16
**Status:** Approved
**Author:** Michael Chihlas + Claude
---
## Overview
Add PSA ticket management to ResolutionFlow so MSP engineers can view, manage, and create ConnectWise tickets without leaving the app. The feature surfaces in three places: a dedicated Tickets page, a dashboard widget on QuickStartPage, and a spin-off ticket flow inside ResolutionAssist sessions.
---
## Decisions Made
| Question | Decision |
|----------|----------|
| Where does ticket management live? | Both: dedicated `/tickets` page + dashboard widget on QuickStartPage |
| List layout | Flat list with rich filters + pagination |
| Row density | Compact single-line rows |
| Ticket detail | Right-side slide-out panel (~50% width) |
| Ticket creation | Two-tab modal: Quick Create (AI) + Full Form |
| Resource member list | All CW members, RF-mapped users visually highlighted |
| Architecture | Dedicated `ticket_service.py` + normalized DTOs |
---
## Section 1 — Backend
### New Endpoints
All added to `backend/app/api/endpoints/integrations.py`, backed by `backend/app/services/ticket_service.py`.
| Method | Path | Purpose |
|--------|------|---------|
| `POST` | `/integrations/psa/tickets` | Create a ticket |
| `PATCH` | `/integrations/psa/tickets/{id}/status` | Update ticket status |
| `GET` | `/integrations/psa/tickets/{id}/resources` | List current assignees |
| `POST` | `/integrations/psa/tickets/{id}/resources` | Add a resource (member) |
| `DELETE` | `/integrations/psa/tickets/{id}/resources/{member_id}` | Remove a resource |
| `POST` | `/integrations/psa/tickets/ai-parse` | Natural language → structured pre-fill payload |
**Breaking change — `search_tickets` response shape updated to `TicketListResponse`.**
The existing `/integrations/psa/tickets/search` endpoint currently returns `list[PSATicketSearchResult]`. This spec changes it to return `TicketListResponse` (adds `total`, `page`, `page_size` wrapper).
Current callers that must be migrated:
- `integrationsApi.searchTickets()` in `frontend/src/api/integrations.ts` (line 18) — update return type
- `integrationsApi.searchTicketsQueue()` in `frontend/src/api/integrations.ts` (line 20) — update return type
- `frontend/src/components/dashboard/TicketQueue.tsx` — update to read `.items` from response
- `frontend/src/components/session/TicketPickerModal.tsx` — update to read `.items` from response
All other existing endpoints (`get_ticket`, `get_ticket_statuses`, `list_members`, `list_boards`) are unchanged.
### ticket_service.py
New service wrapping the PSA provider for ticket mutations. Keeps `integrations.py` clean and PSA-agnostic for future Autotask support.
Methods:
- `create_ticket(account_id, payload) → PSATicketCreated`
- `add_resource(account_id, ticket_id, member_id) → PSAResource`
- `remove_resource(account_id, ticket_id, member_id) → None`
- `update_status(account_id, ticket_id, status_id) → PSATicketStatusUpdate`
- `list_resources(account_id, ticket_id) → list[PSAResource]`
### PSA Provider — New Abstract Methods and Paginated Result Type
**New type in `backend/app/services/psa/types.py`:**
```python
@dataclass
class PaginatedTicketResult:
items: list[PSATicket]
total: int
page: int
page_size: int
```
**`search_tickets` signature change** — updated on both the abstract base and `ConnectWiseProvider` to return `PaginatedTicketResult` instead of `list[PSATicket]`:
```python
# base.py
@abstractmethod
async def search_tickets(self, query: str, **filters) -> PaginatedTicketResult: ...
```
**How `total` is fetched** — ConnectWise provides `GET /service/tickets/count?conditions=...` which accepts the same conditions string as the page fetch. The `ConnectWiseProvider.search_tickets()` implementation fires two parallel requests:
1. `GET /service/tickets?conditions=...&pageSize=N&page=N` — the current page
2. `GET /service/tickets/count?conditions=...` — returns `{ "count": 142 }`
Both use the same built conditions string. `asyncio.gather()` runs them in parallel. The count result is used to populate `PaginatedTicketResult.total`.
**New abstract methods** added to `PSAProvider` base and `ConnectWiseProvider`:
```python
async def list_resources(self, ticket_id: int) -> list[PSAResource]: ...
async def add_resource(self, ticket_id: int, member_id: int) -> PSAResource: ...
async def remove_resource(self, ticket_id: int, member_id: int) -> None: ...
async def create_ticket(self, payload: TicketCreatePayload) -> PSATicketCreated: ...
```
`update_status` already exists on the provider — no change needed there.
ConnectWise implementation:
- `list_resources``GET /service/tickets/{id}/members`
- `add_resource``POST /service/tickets/{id}/members`
- `remove_resource``DELETE /service/tickets/{id}/members/{member_id}`
- `create_ticket``POST /service/tickets`
### Normalized DTOs (Pydantic Schemas)
New schemas in `backend/app/schemas/psa_tickets.py`:
```python
class PSAResource(BaseModel):
member_id: int
member_name: str
member_identifier: str # CW username
is_rf_user: bool # True if mapped in RF member mappings
class PSATicketCreated(BaseModel):
id: int
summary: str
board_name: str
status_name: str
priority_name: str
company_name: str
resources: list[PSAResource]
class PSATicketStatusUpdate(BaseModel):
ticket_id: int
previous_status: str
new_status: str
class TicketCreatePayload(BaseModel):
summary: str
company_id: int
board_id: int
status_id: int
priority_id: int
description: str | None = None
assigned_member_id: int | None = None
class TicketListResponse(BaseModel):
items: list[PSATicketSearchResult] # existing schema
total: int
page: int
page_size: int
```
`search_tickets` endpoint updated to return `TicketListResponse` (was a plain list). Backend sorts results by `priority desc, dateEntered desc` via CW `orderBy` param.
### AI Parse Endpoint
`POST /integrations/psa/tickets/ai-parse`
Request:
```json
{ "prompt": "New ticket for Acme Corp, Outlook not syncing, high priority, assign to me" }
```
Response — all pre-fill fields nullable, explicit `missing_fields` and `warnings`:
```json
{
"summary": "Outlook not syncing",
"company_id": 42,
"board_id": null,
"priority_id": null,
"status_id": null,
"assigned_member_id": 17,
"description": "User reports Outlook calendar not syncing since yesterday morning.",
"missing_fields": ["board_id", "priority_id", "status_id"],
"warnings": ["Could not determine board from context"]
}
```
Frontend uses `missing_fields` to highlight required fields still needing engineer input. No ticket is created at this step — it is a parse-only endpoint.
---
## Section 2 — Frontend Architecture
### New Files
| File | Purpose |
|------|---------|
| `pages/TicketsPage.tsx` | Main tickets page — filter bar + paginated list |
| `components/tickets/TicketListRow.tsx` | Compact single-line row |
| `components/tickets/TicketFilterBar.tsx` | Config-driven filter bar (7 filters) |
| `components/tickets/TicketDetailPanel.tsx` | Slide-out panel orchestrator |
| `components/tickets/detail/TicketDetailHeader.tsx` | ID, summary, company, board, SLA |
| `components/tickets/detail/TicketResourceManager.tsx` | Assignee list + add/remove |
| `components/tickets/detail/TicketNotesFeed.tsx` | Chronological notes history |
| `components/tickets/detail/TicketAddNote.tsx` | Inline note composer |
| `components/tickets/detail/TicketConfigs.tsx` | Attached devices/configs |
| `components/tickets/detail/TicketRelated.tsx` | Related tickets list |
| `components/tickets/NewTicketModal.tsx` | Two-tab modal (owns draft state) |
| `components/tickets/AiTicketParseForm.tsx` | Prompt input → emits parsed values upward |
| `api/tickets.ts` | All ticket API calls (typed, `.then(r => r.data)` pattern) |
| `types/tickets.ts` | TypeScript interfaces mirroring normalized DTOs |
### Existing Files Touched
- `router.tsx` — add `/tickets` route (lazy, via `lazyWithRetry`)
- `AppLayout.tsx` — add "Tickets" nav item in sidebar under RESOLVE section
- `AssistantChatPage.tsx` — handle `create_spin_off_ticket` action type in TaskLane + add "New Ticket" button to session header
- `QuickStartPage.tsx` — no structural change needed; `TicketQueue` already renders at line 64. The existing component is updated in place (see Section 4).
### Shared Types (`types/tickets.ts`)
```typescript
export interface TicketFilters {
search: string;
board_id: number | null;
status_id: number | null;
priority: string | null;
company_id: number | null;
assigned: 'me' | 'unassigned' | 'all' | number; // number = specific member_id
include_closed: boolean;
}
export interface TicketCreationPayload {
summary: string;
company_id: number | null;
board_id: number | null;
status_id: number | null;
priority_id: number | null;
description: string;
assigned_member_id: number | null;
}
export interface AiParseResponse {
summary: string | null;
company_id: number | null;
board_id: number | null;
priority_id: number | null;
status_id: number | null;
assigned_member_id: number | null;
description: string | null;
missing_fields: string[];
warnings: string[];
}
export interface PSAResource {
member_id: number;
member_name: string;
member_identifier: string;
is_rf_user: boolean;
}
// TicketSearchResult is the existing PSATicketSearchResult type from types/integrations.ts
// Re-export or import from there — do not redefine
export interface TicketListResponse {
items: PSATicketSearchResult[];
total: number;
page: number;
page_size: number;
}
```
### TicketsPage — Filter & Pagination State
All filter and pagination state lives in URL query params via `useSearchParams`:
| Param | Type | Default |
|-------|------|---------|
| `search` | string | `""` |
| `board` | number | — |
| `status` | number | — |
| `priority` | string | — |
| `company` | number | — |
| `assigned` | `me \| unassigned \| all \| {id}` | `all` |
| `closed` | boolean | `false` |
| `page` | number | `1` |
Filter changes reset `page` to 1. Pagination: page size of 25. Controls show "Showing XY of Z tickets". Next disabled when `page * 25 >= total`.
### TicketFilterBar — Config-Driven
Filters defined as a `FILTER_CONFIG` array. Each entry:
```typescript
{ key: keyof TicketFilters, label: string, type: 'text' | 'select' | 'toggle', loadOptions?: () => Promise<Option[]> }
```
Adding or removing a filter is a one-line config change, not a component edit.
### TicketDetailPanel — Optimistic Hydration
The panel uses the **existing** `/integrations/psa/tickets/{id}/context` endpoint (client: `psaContextApi.getTicketContext()` in `frontend/src/api/psaContext.ts`) which already returns company, contact, configurations, notes, and related tickets in one call. This avoids creating redundant endpoints.
1. Panel opens immediately with list row data (id, summary, company, board, status, priority) — no loading state for these fields
2. Two parallel fetches fire on open:
- `psaContextApi.getTicketContext(ticketId)` — hydrates contact, notes, configs, related tickets
- `ticketsApi.listResources(ticketId)` — hydrates assignees (new endpoint)
3. All detail sections (contact, notes, configs, related) render skeletons until `getTicketContext` resolves
4. Resources section renders skeleton until `listResources` resolves
`get_ticket` (the simpler single-ticket endpoint) is **not** used by the panel — `getTicketContext` is a strict superset of the data needed.
### NewTicketModal — State Ownership
- `NewTicketModal` owns the `TicketCreationPayload` draft state
- `AiTicketParseForm` is a pure emitter: accepts a prompt string, calls `ai-parse`, fires `onParsed(Partial<TicketCreationPayload>)` upward
- Modal merges parsed values into draft, highlights `missing_fields` with visual indicators
- Two tabs: **Quick Create** (AI prompt → review) | **Full Form** (manual entry)
- Default tab: Quick Create if AI-triggered, Full Form if engineer-initiated
- Initial props: `initialValues?: Partial<TicketCreationPayload>` — used for spin-off pre-population
---
## Section 3 — ResolutionAssist Integration
### Two Trigger Paths
**1. AI-suggested (via `[ACTIONS]` marker)**
When the AI identifies a second distinct issue during a session, it emits a JSON array inside the `[ACTIONS]` marker — matching the exact format `_parse_actions_marker()` in `unified_chat_service.py` expects (a list of objects with `label`, `command`, `description`):
```
[ACTIONS]
[
{
"label": "Create ticket: Printer offline on 2nd floor",
"command": "create_spin_off_ticket",
"description": "Printer offline on 2nd floor"
}
]
[/ACTIONS]
```
The existing `_parse_actions_marker()` parser in `unified_chat_service.py` already handles this format — no parser changes needed. The frontend reads `action.command === "create_spin_off_ticket"` to render the "Create Ticket" button in TaskLane, and uses `action.description` as the `summary_hint` pre-populated into the Quick Create prompt input.
`summary_hint` (from `action.description`) populates the AI prompt input only, not the summary field directly. The engineer still runs the AI parse step and reviews all output. This prevents bypassing review with potentially hallucinated values.
**2. Engineer-initiated**
A "New Ticket" button in the ResolutionAssist session header. Always visible regardless of AI suggestion. Opens `NewTicketModal` with Full Form tab as default.
### Both Paths — NewTicketModal Pre-population
**The linked ticket IDs problem:** The current `PSATicketInfo` type in `frontend/src/types/integrations.ts` only exposes `company_name` and `board_name` — not `company_id` or `board_id`. The modal needs the numeric IDs to pre-populate the form selects.
**Fix:** Expand `PSATicketInfo` in `types/integrations.ts` to add the optional ID fields:
```typescript
export interface PSATicketInfo {
id: string
summary: string
company_name: string | null
board_name: string | null
status_name: string | null
priority_name: string | null
company_id: number | null // add
board_id: number | null // add
}
```
These fields are already returned by the CW API in `get_ticket()` — update `_map_ticket()` in `ConnectWiseProvider` and the `PSATicketInfo` Pydantic schema to pass them through.
**`AssistantChatPage` state change required:** The current page only tracks `activePsaTicketId: string | null` (line 76) — it does not hold a `PSATicketInfo` object. Add a new state field:
```typescript
const [linkedTicket, setLinkedTicket] = useState<PSATicketInfo | null>(null)
```
When the modal is opened (either via AI suggestion or the "New Ticket" button), if `activePsaTicketId` is set and `linkedTicket` is null, fire `integrationsApi.getTicket(activePsaTicketId)` to fetch the full ticket (which now includes `company_id` and `board_id`) and store it in `linkedTicket`. The modal opens immediately — `initialValues` is populated once the fetch resolves and the form fields update. If the fetch is still in flight when the modal opens, `company_id` and `board_id` start empty and fill in when ready.
Once `linkedTicket` is populated, the modal receives:
```typescript
initialValues: {
company_id: linkedTicket.company_id,
board_id: linkedTicket.board_id,
}
```
When no linked ticket exists (`activePsaTicketId === null`): `initialValues` is omitted. `company_id` and `board_id` render empty, requiring manual selection. No silent defaults, no errors.
### TaskLane Action Lifecycle
- Opening the modal does **not** remove the action from TaskLane
- Dismissing the modal without submitting leaves the action visible
- Successful ticket creation removes the action and shows a success toast: `"Ticket #1042 created in ConnectWise"`
### System Prompt Addition
New rule added to `ASSISTANT_SYSTEM_PROMPT` in `backend/app/services/assistant_chat_service.py`:
> When you identify a second distinct issue that is clearly separate from the primary topic of this session, suggest creating a spin-off ticket using the `[ACTIONS]` marker. Use `"command": "create_spin_off_ticket"` and put the issue description in `"description"`. Only suggest this when the issue is genuinely separate — do not suggest for every tangential mention.
### Backend
- **`assistant_chat_service.py`** — system prompt updated with spin-off ticket instruction (above)
- **`unified_chat_service.py`** — no parser changes needed; the existing `_parse_actions_marker()` already handles the JSON array format. The frontend reads `command === "create_spin_off_ticket"` to route the action
- **`flowpilot_engine.py`** — no changes needed for this feature; guided FlowPilot sessions do not use this action type in the current scope
No new backend endpoints — the modal reuses `POST /integrations/psa/tickets` and `POST /integrations/psa/tickets/ai-parse`.
---
## Section 4 — Dashboard Widget (QuickStartPage)
### Placement
`TicketQueue` **already exists** in `QuickStartPage` (line 64, below `ActiveFlowPilotSessions`, above the Dashboard section). It currently auto-hides if no PSA connection exists. This spec updates the existing `TicketQueue` component — it is **not** a new widget and does not need to be added to `QuickStartPage`. The Dashboard section below it is not collapsible.
### Data Fetching
On mount: `GET /integrations/psa/member-mappings` first to detect mapping state, then `integrationsApi.searchTicketsQueue({ assigned_to_me: true, include_closed: false, page_size: 5 })` if a mapping exists for the current user.
`searchTicketsQueue` is used (not `searchTickets`) because it already accepts `assigned_to_me` and `page_size` params. Its return type will be updated to `TicketListResponse` as part of the search endpoint migration, so the widget reads `.items` after that change.
Member mapping detection is explicit — the widget checks the mappings response, not the ticket result. "No mapping" and "no tickets" are distinct states.
### Widget States
| State | Condition | Display |
|-------|-----------|---------|
| Hidden | No PSA connection | Widget not rendered |
| Prompt | PSA connected, no member mapping | "Map your PSA member to see your queue" → `/account/integrations` |
| Loading | Fetching | 3 skeleton rows |
| Populated | Tickets returned | Up to 5 compact rows + "View All Tickets →" |
| Empty | No assigned open tickets | "No open tickets assigned to you" — muted, no CTA |
| Error | PSA fetch fails | Silent — returns `[]`, no toast (per Lesson 111) |
### Row Display
Compact row matching Tickets page style: `#ID · Summary · Status badge · Priority dot`
Clicking a row opens `TicketDetailPanel` as a right-side sheet rendered at the `QuickStartPage` level. Does **not** navigate away.
### "View All Tickets" Link
Links to `/tickets?assigned=me`. `TicketsPage` reads `assigned` from `useSearchParams` on mount and applies it as the initial filter state — consistent with Section 2 URL param contract.
### Sorting
Backend `search_tickets()` adds `orderBy=priority desc,dateEntered desc` to the CW API query. Widget does not sort client-side.
---
## Files Changed Summary
### New Backend Files
- `backend/app/services/ticket_service.py`
- `backend/app/schemas/psa_tickets.py`
### Modified Backend Files
- `backend/app/api/endpoints/integrations.py` — 6 new endpoints, update search to return `TicketListResponse`
- `backend/app/services/psa/types.py` — add `PaginatedTicketResult` dataclass
- `backend/app/services/psa/base.py` — 4 new abstract methods; update `search_tickets` return type to `PaginatedTicketResult`
- `backend/app/services/psa/connectwise/provider.py` — implement 4 new methods; update `search_tickets` to fire parallel count request and return `PaginatedTicketResult`; update `_map_ticket()` to pass through `company_id` and `board_id`
- `backend/app/schemas/psa_connection.py` — add `company_id` and `board_id` to `PSATicketInfo` Pydantic schema
- `backend/app/services/assistant_chat_service.py` — add spin-off ticket rule to `ASSISTANT_SYSTEM_PROMPT`
- ~~`backend/app/services/flowpilot_engine.py`~~ — no changes (FlowPilot out of scope for this feature)
- ~~`backend/app/services/unified_chat_service.py`~~ — no changes (existing `[ACTIONS]` parser handles the format)
### New Frontend Files
- `frontend/src/pages/TicketsPage.tsx`
- `frontend/src/api/tickets.ts`
- `frontend/src/types/tickets.ts`
- `frontend/src/components/tickets/TicketListRow.tsx`
- `frontend/src/components/tickets/TicketFilterBar.tsx`
- `frontend/src/components/tickets/TicketDetailPanel.tsx`
- `frontend/src/components/tickets/NewTicketModal.tsx`
- `frontend/src/components/tickets/AiTicketParseForm.tsx`
- `frontend/src/components/tickets/detail/TicketDetailHeader.tsx`
- `frontend/src/components/tickets/detail/TicketResourceManager.tsx`
- `frontend/src/components/tickets/detail/TicketNotesFeed.tsx`
- `frontend/src/components/tickets/detail/TicketAddNote.tsx`
- `frontend/src/components/tickets/detail/TicketConfigs.tsx`
- `frontend/src/components/tickets/detail/TicketRelated.tsx`
### Modified Frontend Files
- `frontend/src/router.tsx``/tickets` route
- `frontend/src/components/layout/AppLayout.tsx` — Tickets nav item
- `frontend/src/pages/AssistantChatPage.tsx` — handle `create_spin_off_ticket` command in action renderer + add "New Ticket" button to session header
- `frontend/src/components/dashboard/TicketQueue.tsx` — update existing component (see Section 4 — not a new file)
- `frontend/src/api/integrations.ts` — update `searchTickets()` and `searchTicketsQueue()` return types to `TicketListResponse`
- `frontend/src/types/integrations.ts` — add `company_id: number | null` and `board_id: number | null` to `PSATicketInfo`
- `frontend/src/components/dashboard/TicketQueue.tsx` — update existing component: read `.items`, add mapping-state detection, member-mapping check, and 5-item cap
- `frontend/src/components/session/TicketPickerModal.tsx` — read `.items` from paginated response
---
## Out of Scope
- Autotask provider implementation (schema-ready, not implemented)
- Time entry creation from ticket detail (provider method exists, no UI)
- Ticket editing beyond status (summary, description, priority changes)
- Bulk ticket operations
- Real-time ticket updates / polling

View File

@@ -2,6 +2,11 @@ import api from './client'
import type {
DashboardMetrics,
ActivityEntry,
AdminUserListResponse,
AdminAccountListResponse,
AdminAccountDetailResponse,
AdminAccountCreate,
AdminAccountUpdate,
AuditLogListResponse,
PlanLimitConfig,
AccountOverrideResponse,
@@ -78,7 +83,15 @@ export const adminApi = {
createUser: (data: AdminUserCreate) =>
api.post<AdminUserCreateResponse>('/admin/users', data).then(r => r.data),
listUsers: (params?: Record<string, unknown>) =>
api.get('/admin/users', { params }).then(r => r.data),
api.get<AdminUserListResponse>('/admin/users', { params }).then(r => r.data),
listAccounts: (params?: Record<string, unknown>) =>
api.get<AdminAccountListResponse>('/admin/accounts', { params }).then(r => r.data),
createAccount: (data: AdminAccountCreate) =>
api.post<AdminAccountDetailResponse>('/admin/accounts', data).then(r => r.data),
getAccountDetail: (id: string, params?: Record<string, unknown>) =>
api.get<AdminAccountDetailResponse>(`/admin/accounts/${id}`, { params }).then(r => r.data),
updateAccount: (id: string, data: AdminAccountUpdate) =>
api.put<AdminAccountDetailResponse>(`/admin/accounts/${id}`, data).then(r => r.data),
getUser: (id: string) =>
api.get(`/admin/users/${id}`).then(r => r.data),
updateUserRole: (id: string, role: string) =>
@@ -119,6 +132,10 @@ export const adminApi = {
api.put(`/admin/users/${id}/subscription/plan`, { plan }).then(r => r.data),
extendUserTrial: (id: string, days: number) =>
api.put(`/admin/users/${id}/subscription/extend-trial`, { days }).then(r => r.data),
updateAccountSubscriptionPlan: (id: string, plan: string) =>
api.put(`/admin/accounts/${id}/subscription/plan`, { plan }).then(r => r.data),
extendAccountTrial: (id: string, days: number) =>
api.put(`/admin/accounts/${id}/subscription/extend-trial`, { days }).then(r => r.data),
// Invite Codes
listInviteCodes: (params?: Record<string, unknown>) =>

View File

@@ -49,9 +49,9 @@ function handleGlobalError(error: AxiosError) {
return
}
// Server errors (5xx)
// Server errors (5xx) — show backend detail when available, else generic message
if (status >= 500) {
toast.error('Server error - please try again later')
toast.error(detail || 'Server error - please try again later')
return
}
}

View File

@@ -37,3 +37,4 @@ export { handoffsApi } from './handoffs'
export { resolutionsApi } from './resolutions'
export { deviceTypesApi } from './deviceTypes'
export { networkDiagramsApi } from './networkDiagrams'
export { ticketsApi } from './tickets'

View File

@@ -1,6 +1,7 @@
import { apiClient } from './client'
import type { PsaConnectionResponse, PsaConnectionCreate, PsaConnectionUpdate, PsaConnectionTestResponse } from '@/types'
import type { TicketLinkResponse, PSATicketSearchResult, PSATicketInfo, PSATicketStatusItem, PsaPreviewResponse, PsaPostResponse, PsaPostLogEntry, PsaMemberResponse, PsaMemberMappingResponse, AutoMatchResult, FlowpilotSettings } from '@/types/integrations'
import type { PSABoard, TicketLinkResponse, PSATicketInfo, PSATicketStatusItem, PsaPreviewResponse, PsaPostResponse, PsaPostLogEntry, PsaMemberResponse, PsaMemberMappingResponse, AutoMatchResult, FlowpilotSettings } from '@/types/integrations'
import type { TicketListResponse } from '@/types/tickets'
export const integrationsApi = {
getConnection: () =>
@@ -13,12 +14,24 @@ export const integrationsApi = {
apiClient.delete(`/integrations/psa/connections/${id}`),
testConnection: (id: string) =>
apiClient.post<PsaConnectionTestResponse>(`/integrations/psa/connections/${id}/test`).then(r => r.data),
searchTickets: (params: { query?: string; board_id?: number; include_closed?: boolean }) =>
apiClient.get<PSATicketSearchResult[]>('/integrations/psa/tickets/search', { params }).then(r => r.data),
listBoards: () =>
apiClient.get<PSABoard[]>('/integrations/psa/boards').then(r => r.data),
searchTickets: (params: { query?: string; board_id?: number; include_closed?: boolean }): Promise<TicketListResponse> =>
apiClient.get<TicketListResponse>('/integrations/psa/tickets/search', { params }).then(r => r.data),
searchTicketsQueue: (params: {
assigned_to_me?: boolean
unassigned?: boolean
board_ids?: string
page?: number
page_size?: number
}): Promise<TicketListResponse> =>
apiClient.get<TicketListResponse>('/integrations/psa/tickets/search', { params }).then(r => r.data),
getTicket: (id: string) =>
apiClient.get<PSATicketInfo>(`/integrations/psa/tickets/${id}`).then(r => r.data),
getTicketStatuses: (ticketId: string) =>
apiClient.get<PSATicketStatusItem[]>(`/integrations/psa/tickets/${ticketId}/statuses`).then(r => r.data),
getBoardStatuses: (boardId: number | string) =>
apiClient.get<PSATicketStatusItem[]>(`/integrations/psa/boards/${boardId}/statuses`).then(r => r.data),
listMembers: () =>
apiClient.get<PsaMemberResponse[]>('/integrations/psa/members').then(r => r.data),
getMemberMappings: () =>

View File

@@ -51,6 +51,10 @@ export const networkDiagramsApi = {
return response.data
},
async uploadThumbnail(id: string, dataUrl: string): Promise<void> {
await apiClient.post(`/network-diagrams/${id}/thumbnail`, { data_url: dataUrl })
},
async aiGenerate(data: AIGenerateRequest): Promise<AIGenerateResponse> {
const response = await apiClient.post<AIGenerateResponse>('/network-diagrams/ai-generate', data)
return response.data

View File

@@ -0,0 +1,49 @@
import { apiClient } from './client'
import type {
PSAResource,
PSATicketCreated,
PSATicketStatusUpdate,
TicketCreationPayload,
AiParseResponse,
TicketListResponse,
PSAPriority,
} from '@/types/tickets'
export const ticketsApi = {
listResources: (ticketId: number): Promise<PSAResource[]> =>
apiClient.get<PSAResource[]>(`/integrations/psa/tickets/${ticketId}/resources`).then(r => r.data),
addResource: (ticketId: number, memberId: number): Promise<PSAResource> =>
apiClient.post<PSAResource>(`/integrations/psa/tickets/${ticketId}/resources?member_id=${memberId}`).then(r => r.data),
removeResource: (ticketId: number, memberId: number): Promise<void> =>
apiClient.delete(`/integrations/psa/tickets/${ticketId}/resources/${memberId}`).then(() => undefined),
updateStatus: (ticketId: number, statusId: number): Promise<PSATicketStatusUpdate> =>
apiClient.patch<PSATicketStatusUpdate>(`/integrations/psa/tickets/${ticketId}/status?status_id=${statusId}`).then(r => r.data),
createTicket: (payload: TicketCreationPayload): Promise<PSATicketCreated> =>
apiClient.post<PSATicketCreated>('/integrations/psa/tickets', payload).then(r => r.data),
aiParse: (prompt: string): Promise<AiParseResponse> =>
apiClient.post<AiParseResponse>('/integrations/psa/tickets/ai-parse', { prompt }).then(r => r.data),
listPriorities: (): Promise<PSAPriority[]> =>
apiClient.get<PSAPriority[]>('/integrations/psa/priorities').then(r => r.data),
searchTickets: (params: {
query?: string
board_id?: number | null
status_id?: number | null
status_name?: string | null
include_closed?: boolean
assigned_to_me?: boolean
unassigned?: boolean
board_ids?: string
priority?: string | null
company_id?: number | null
page?: number
page_size?: number
}): Promise<TicketListResponse> =>
apiClient.get<TicketListResponse>('/integrations/psa/tickets/search', { params }).then(r => r.data),
}

View File

@@ -54,7 +54,7 @@ export function ActionMenu({ items }: ActionMenuProps) {
onClick={() => setOpen(!open)}
className={cn(
'rounded-md p-1.5 text-muted-foreground transition-colors',
'hover:bg-accent hover:text-foreground'
'hover:bg-elevated hover:text-foreground'
)}
>
<MoreHorizontal className="h-4 w-4" />
@@ -81,7 +81,7 @@ export function ActionMenu({ items }: ActionMenuProps) {
'disabled:opacity-50 disabled:pointer-events-none',
item.destructive
? 'text-red-400 hover:bg-red-400/10'
: 'text-muted-foreground hover:bg-accent'
: 'text-muted-foreground hover:bg-elevated'
)}
>
{item.icon}

View File

@@ -1,7 +1,7 @@
import { Link, useLocation } from 'react-router-dom'
import {
LayoutDashboard,
Users,
Building2,
Ticket,
FileText,
Gauge,
@@ -15,18 +15,54 @@ import {
} from 'lucide-react'
import { cn } from '@/lib/utils'
const navItems = [
{ path: '/admin', label: 'Dashboard', icon: LayoutDashboard, end: true },
{ path: '/admin/users', label: 'Users', icon: Users },
{ path: '/admin/invite-codes', label: 'Invite Codes', icon: Ticket },
{ path: '/admin/audit-logs', label: 'Audit Logs', icon: FileText },
{ path: '/admin/plan-limits', label: 'Plan Limits', icon: Gauge },
{ path: '/admin/feature-flags', label: 'Feature Flags', icon: ToggleLeft },
{ path: '/admin/settings', label: 'Settings', icon: Settings },
{ path: '/admin/categories', label: 'Categories', icon: FolderTree },
{ path: '/admin/survey-invites', label: 'Survey Invites', icon: ClipboardList },
{ path: '/admin/survey-responses', label: 'Survey Responses', icon: MessageSquareText },
{ path: '/admin/gallery', label: 'Gallery', icon: LayoutGrid },
interface NavItem {
path: string
label: string
icon: typeof LayoutDashboard
end?: boolean
}
interface NavSection {
label?: string
items: NavItem[]
}
const navSections: NavSection[] = [
{
items: [
{ path: '/admin', label: 'Dashboard', icon: LayoutDashboard, end: true },
{ path: '/admin/accounts', label: 'Accounts', icon: Building2 },
{ path: '/admin/invite-codes', label: 'Invite Codes', icon: Ticket },
],
},
{
label: 'Platform',
items: [
{ path: '/admin/plan-limits', label: 'Plan Limits', icon: Gauge },
{ path: '/admin/feature-flags', label: 'Feature Flags', icon: ToggleLeft },
{ path: '/admin/settings', label: 'Settings', icon: Settings },
],
},
{
label: 'Content',
items: [
{ path: '/admin/categories', label: 'Categories', icon: FolderTree },
{ path: '/admin/gallery', label: 'Gallery', icon: LayoutGrid },
],
},
{
label: 'Feedback',
items: [
{ path: '/admin/survey-invites', label: 'Survey Invites', icon: ClipboardList },
{ path: '/admin/survey-responses', label: 'Survey Responses', icon: MessageSquareText },
],
},
{
label: 'Audit',
items: [
{ path: '/admin/audit-logs', label: 'Audit Logs', icon: FileText },
],
},
]
interface AdminSidebarProps {
@@ -47,22 +83,33 @@ export function AdminSidebar({ className, onNavigate }: AdminSidebarProps) {
<div className="p-4">
<h2 className="text-lg font-bold text-foreground">Admin Panel</h2>
</div>
<nav className="flex-1 space-y-1 px-3">
{navItems.map((item) => (
<Link
key={item.path}
to={item.path}
onClick={onNavigate}
className={cn(
'flex items-center gap-3 rounded-md px-3 py-2 text-sm font-medium transition-colors',
isActive(item.path, item.end)
? 'bg-accent text-foreground'
: 'text-muted-foreground hover:bg-accent hover:text-foreground'
<nav className="flex-1 space-y-4 overflow-y-auto px-3">
{navSections.map((section, i) => (
<div key={i}>
{section.label && (
<p className="mb-1 px-3 text-[11px] font-medium uppercase tracking-[0.14em] text-muted-foreground">
{section.label}
</p>
)}
>
<item.icon className="h-4 w-4" />
{item.label}
</Link>
<div className="space-y-0.5">
{section.items.map((item) => (
<Link
key={item.path}
to={item.path}
onClick={onNavigate}
className={cn(
'flex items-center gap-3 rounded-md px-3 py-2 text-sm font-medium transition-colors',
isActive(item.path, item.end)
? 'bg-elevated text-foreground'
: 'text-muted-foreground hover:bg-elevated hover:text-foreground'
)}
>
<item.icon className="h-4 w-4" />
{item.label}
</Link>
))}
</div>
</div>
))}
</nav>
<div className="border-t border-border p-3">
@@ -71,7 +118,7 @@ export function AdminSidebar({ className, onNavigate }: AdminSidebarProps) {
onClick={onNavigate}
className={cn(
'flex items-center gap-3 rounded-md px-3 py-2 text-sm font-medium',
'text-muted-foreground hover:bg-accent hover:text-foreground'
'text-muted-foreground hover:bg-elevated hover:text-foreground'
)}
>
<ArrowLeft className="h-4 w-4" />

View File

@@ -53,7 +53,7 @@ export function DataTable<T>({
<div className="overflow-x-auto rounded-lg border border-border">
<table className="w-full text-sm">
<thead>
<tr className="border-b border-border bg-accent">
<tr className="border-b border-border bg-elevated">
{columns.map((col) => (
<th
key={col.key}
@@ -90,7 +90,7 @@ export function DataTable<T>({
<tr key={i} className="border-b border-border last:border-0">
{columns.map((col) => (
<td key={col.key} className="px-4 py-3">
<div className="h-4 w-3/4 animate-pulse rounded bg-accent" />
<div className="h-4 w-3/4 animate-pulse rounded bg-muted" />
</td>
))}
</tr>
@@ -107,7 +107,7 @@ export function DataTable<T>({
data.map((item) => (
<tr
key={keyExtractor(item)}
className="border-b border-border last:border-0 hover:bg-accent transition-colors"
className="border-b border-border last:border-0 hover:bg-elevated transition-colors"
>
{columns.map((col) => (
<td key={col.key} className={cn('px-4 py-3', col.className)}>

View File

@@ -43,7 +43,7 @@ export function Pagination({ page, totalPages, total, pageSize, onPageChange }:
<button
onClick={() => onPageChange(page - 1)}
disabled={page <= 1}
className={cn(btnBase, 'px-2 text-muted-foreground hover:bg-accent hover:text-foreground')}
className={cn(btnBase, 'px-2 text-muted-foreground hover:bg-elevated hover:text-foreground')}
>
<ChevronLeft className="h-4 w-4" />
</button>
@@ -59,7 +59,7 @@ export function Pagination({ page, totalPages, total, pageSize, onPageChange }:
'px-2',
p === page
? 'bg-primary text-white'
: 'text-muted-foreground hover:bg-accent hover:text-foreground'
: 'text-muted-foreground hover:bg-elevated hover:text-foreground'
)}
>
{p}
@@ -69,7 +69,7 @@ export function Pagination({ page, totalPages, total, pageSize, onPageChange }:
<button
onClick={() => onPageChange(page + 1)}
disabled={page >= totalPages}
className={cn(btnBase, 'px-2 text-muted-foreground hover:bg-accent hover:text-foreground')}
className={cn(btnBase, 'px-2 text-muted-foreground hover:bg-elevated hover:text-foreground')}
>
<ChevronRight className="h-4 w-4" />
</button>

View File

@@ -6,22 +6,26 @@ interface StatusBadgeProps {
variant?: BadgeVariant
children: React.ReactNode
className?: string
title?: string
}
const variantClasses: Record<BadgeVariant, string> = {
success: 'bg-emerald-400/10 text-emerald-400',
destructive: 'bg-red-400/10 text-red-400',
warning: 'bg-yellow-400/10 text-yellow-400',
default: 'bg-accent text-muted-foreground',
default: 'bg-muted text-muted-foreground',
}
export function StatusBadge({ variant = 'default', children, className }: StatusBadgeProps) {
export function StatusBadge({ variant = 'default', children, className, title }: StatusBadgeProps) {
return (
<span className={cn(
'inline-flex items-center rounded-full px-2 py-0.5 text-xs font-medium',
variantClasses[variant],
className
)}>
<span
className={cn(
'inline-flex items-center rounded-full px-2 py-0.5 text-xs font-medium',
variantClasses[variant],
className
)}
title={title}
>
{children}
</span>
)

View File

@@ -0,0 +1,69 @@
import { useCallback, useEffect, useRef, useState } from 'react'
import { cn } from '@/lib/utils'
interface ConfirmButtonProps {
onConfirm: () => void
children: React.ReactNode
confirmLabel?: string
className?: string
confirmClassName?: string
timeoutMs?: number
'aria-label'?: string
}
/**
* Two-click inline confirm button.
* First click arms the button (shows confirm state).
* Second click executes the action.
* Auto-resets after timeoutMs (default 3000ms).
*/
export function ConfirmButton({
onConfirm,
children,
confirmLabel = 'Confirm?',
className,
confirmClassName,
timeoutMs = 3000,
'aria-label': ariaLabel,
}: ConfirmButtonProps) {
const [armed, setArmed] = useState(false)
const timerRef = useRef<ReturnType<typeof setTimeout> | null>(null)
const reset = useCallback(() => {
setArmed(false)
if (timerRef.current) {
clearTimeout(timerRef.current)
timerRef.current = null
}
}, [])
useEffect(() => {
return () => {
if (timerRef.current) clearTimeout(timerRef.current)
}
}, [])
const handleClick = () => {
if (armed) {
reset()
onConfirm()
} else {
setArmed(true)
timerRef.current = setTimeout(reset, timeoutMs)
}
}
return (
<button
type="button"
onClick={handleClick}
onBlur={reset}
aria-label={ariaLabel}
className={cn(armed ? confirmClassName : className)}
>
{armed ? confirmLabel : children}
</button>
)
}
export default ConfirmButton

View File

@@ -0,0 +1,392 @@
import { useState, useEffect, useRef, useCallback } from 'react'
import { useNavigate, Link } from 'react-router-dom'
import { Ticket, ChevronDown, Check, AlertCircle } from 'lucide-react'
import { integrationsApi } from '@/api/integrations'
import type { PSABoard, PSATicketSearchResult } from '@/types/integrations'
import { cn } from '@/lib/utils'
const PAGE_SIZE = 5
type Tab = 'mine' | 'unassigned'
function SkeletonRows() {
return (
<div className="space-y-0">
{[0, 1, 2].map((i) => (
<div
key={i}
className="flex items-center gap-4 px-5 py-3.5"
style={{ borderBottom: '1px solid var(--color-border-default)' }}
>
<div className="flex-1 space-y-2">
<div className="h-3 w-1/3 rounded bg-[rgba(255,255,255,0.06)] animate-pulse" />
<div className="h-3 w-2/3 rounded bg-[rgba(255,255,255,0.04)] animate-pulse" />
<div className="h-2.5 w-1/4 rounded bg-[rgba(255,255,255,0.03)] animate-pulse" />
</div>
<div className="h-6 w-16 rounded bg-[rgba(255,255,255,0.04)] animate-pulse shrink-0" />
<div className="h-7 w-24 rounded bg-[rgba(255,255,255,0.04)] animate-pulse shrink-0" />
</div>
))}
</div>
)
}
interface BoardSelectorProps {
boards: PSABoard[]
selectedIds: number[]
onChange: (ids: number[]) => void
}
function BoardSelector({ boards, selectedIds, onChange }: BoardSelectorProps) {
const [open, setOpen] = useState(false)
const ref = useRef<HTMLDivElement>(null)
useEffect(() => {
function handleClickOutside(e: MouseEvent) {
if (ref.current && !ref.current.contains(e.target as Node)) {
setOpen(false)
}
}
if (open) {
document.addEventListener('mousedown', handleClickOutside)
}
return () => document.removeEventListener('mousedown', handleClickOutside)
}, [open])
const allSelected = selectedIds.length === 0
const label = allSelected
? 'All Boards'
: selectedIds.length === 1
? (boards.find((b) => b.id === selectedIds[0])?.name ?? '1 board')
: `${selectedIds.length} boards`
const handleAllBoards = () => {
onChange([])
}
const handleToggleBoard = (id: number) => {
if (selectedIds.includes(id)) {
const next = selectedIds.filter((x) => x !== id)
onChange(next)
} else {
onChange([...selectedIds, id])
}
}
if (boards.length === 0) return null
return (
<div ref={ref} className="relative">
<button
onClick={() => setOpen((v) => !v)}
className="flex items-center gap-1.5 rounded-lg border border-[rgba(255,255,255,0.08)] bg-[rgba(255,255,255,0.04)] px-3 py-1.5 text-xs text-muted-foreground hover:text-foreground hover:border-[rgba(255,255,255,0.14)] transition-colors"
>
{label}
<ChevronDown size={12} className={cn('transition-transform', open && 'rotate-180')} />
</button>
{open && (
<div className="absolute right-0 top-full mt-1 z-50 w-52 rounded-lg border border-[rgba(255,255,255,0.1)] bg-card shadow-lg py-1">
{/* All Boards */}
<button
onClick={handleAllBoards}
className="flex w-full items-center gap-2.5 px-3 py-2 text-xs text-foreground hover:bg-[rgba(255,255,255,0.06)] transition-colors"
>
<span
className={cn(
'flex h-3.5 w-3.5 shrink-0 items-center justify-center rounded border',
allSelected
? 'border-accent bg-accent'
: 'border-[rgba(255,255,255,0.2)] bg-transparent',
)}
>
{allSelected && <Check size={9} className="text-white" />}
</span>
All Boards
</button>
{boards.length > 0 && (
<div className="my-1" style={{ borderTop: '1px solid var(--color-border-default)' }} />
)}
{boards.map((board) => {
const checked = selectedIds.includes(board.id)
return (
<button
key={board.id}
onClick={() => handleToggleBoard(board.id)}
className="flex w-full items-center gap-2.5 px-3 py-2 text-xs text-foreground hover:bg-[rgba(255,255,255,0.06)] transition-colors"
>
<span
className={cn(
'flex h-3.5 w-3.5 shrink-0 items-center justify-center rounded border',
checked
? 'border-accent bg-accent'
: 'border-[rgba(255,255,255,0.2)] bg-transparent',
)}
>
{checked && <Check size={9} className="text-white" />}
</span>
<span className="truncate">{board.name}</span>
</button>
)
})}
</div>
)}
</div>
)
}
interface TicketRowProps {
ticket: PSATicketSearchResult
isLast: boolean
onStartSession: (ticket: PSATicketSearchResult) => void
}
function TicketRow({ ticket, isLast, onStartSession }: TicketRowProps) {
return (
<div
className="flex items-center gap-3 px-5 py-3.5"
style={{ borderBottom: isLast ? undefined : '1px solid var(--color-border-default)' }}
>
{/* Left: ticket info */}
<div className="flex-1 min-w-0">
<div className="flex items-baseline gap-2 mb-0.5">
<span className="font-mono text-xs font-semibold text-accent shrink-0">
#{ticket.id}
</span>
<span className="text-sm text-foreground truncate">{ticket.summary}</span>
</div>
<div className="flex items-center gap-1.5 text-[0.6875rem] text-muted-foreground">
{ticket.company_name && <span className="truncate">{ticket.company_name}</span>}
{ticket.company_name && ticket.priority_name && (
<span className="shrink-0">&middot;</span>
)}
{ticket.priority_name && <span className="shrink-0">{ticket.priority_name}</span>}
</div>
</div>
{/* Right: status badge + action */}
<div className="flex items-center gap-2 shrink-0">
{ticket.status_name && (
<span className="hidden sm:inline-flex items-center rounded-md border border-[rgba(255,255,255,0.08)] bg-[rgba(255,255,255,0.04)] px-2 py-0.5 text-[0.625rem] text-muted-foreground">
{ticket.status_name}
</span>
)}
<button
onClick={() => onStartSession(ticket)}
className="flex items-center gap-1.5 rounded-lg border border-accent/30 bg-accent-dim px-3 py-1.5 text-xs font-medium text-accent hover:bg-accent/20 hover:border-accent/50 transition-colors"
>
<Ticket size={11} />
Start Session
</button>
</div>
</div>
)
}
export function TicketQueue() {
const navigate = useNavigate()
const [hasConnection, setHasConnection] = useState<boolean | null>(null)
const [hasMemberMapping, setHasMemberMapping] = useState<boolean | null>(null) // null = loading
const [boards, setBoards] = useState<PSABoard[]>([])
const [selectedBoardIds, setSelectedBoardIds] = useState<number[]>([])
const [activeTab, setActiveTab] = useState<Tab>('mine')
const [tickets, setTickets] = useState<PSATicketSearchResult[]>([])
const [loading, setLoading] = useState(false)
const [error, setError] = useState<string | null>(null)
// Check connection on mount
useEffect(() => {
integrationsApi.getConnection()
.then((conn) => {
const active = !!(conn && conn.is_active)
setHasConnection(active)
})
.catch(() => setHasConnection(false))
}, [])
// Detect member mapping on mount
useEffect(() => {
integrationsApi.getMemberMappings()
.then(mappings => {
setHasMemberMapping(mappings.length > 0)
})
.catch(() => setHasMemberMapping(false))
}, [])
// Fetch boards once connection confirmed
useEffect(() => {
if (!hasConnection) return
integrationsApi.listBoards()
.then(setBoards)
.catch(() => {}) // boards are optional — don't block UI
}, [hasConnection])
const fetchTickets = useCallback(
async (tab: Tab, boardIds: number[]) => {
const params: Parameters<typeof integrationsApi.searchTicketsQueue>[0] = {
page: 1,
page_size: PAGE_SIZE,
}
if (tab === 'mine') {
params.assigned_to_me = true
} else {
params.unassigned = true
}
if (boardIds.length > 0) {
params.board_ids = boardIds.join(',')
}
try {
const results = await integrationsApi.searchTicketsQueue(params)
setTickets(results.items)
setError(null)
} catch {
setError('Failed to load tickets. Check your PSA connection.')
}
},
[],
)
// Initial + reset fetch when tab or board selection changes
useEffect(() => {
if (!hasConnection) return
if (activeTab === 'mine' && hasMemberMapping !== true) return
setTickets([])
setLoading(true)
fetchTickets(activeTab, selectedBoardIds).finally(() => setLoading(false))
}, [activeTab, selectedBoardIds, hasConnection, hasMemberMapping, fetchTickets])
const handleStartSession = (ticket: PSATicketSearchResult) => {
navigate('/pilot', {
state: {
psaTicketId: ticket.id,
psaTicket: {
id: ticket.id,
summary: ticket.summary,
company_name: ticket.company_name,
board_name: ticket.board_name,
status_name: ticket.status_name,
priority_name: ticket.priority_name,
},
},
})
}
// Don't render until we know connection status
if (hasConnection === null) return null
// No active connection → hide entirely
if (!hasConnection) return null
return (
<div className="card-flat overflow-hidden">
{/* Header */}
<div
className="flex items-center justify-between px-5 py-3"
style={{ borderBottom: '1px solid var(--color-border-default)' }}
>
<div className="flex items-center gap-2">
<Ticket size={14} className="text-accent" />
<h3 className="font-heading text-sm font-bold text-foreground">Ticket Queue</h3>
</div>
<BoardSelector
boards={boards}
selectedIds={selectedBoardIds}
onChange={(ids) => setSelectedBoardIds(ids)}
/>
</div>
{/* Tabs */}
<div
className="flex"
style={{ borderBottom: '1px solid var(--color-border-default)' }}
>
{(['mine', 'unassigned'] as Tab[]).map((tab) => (
<button
key={tab}
onClick={() => setActiveTab(tab)}
className={cn(
'px-5 py-2.5 text-xs font-medium transition-colors border-b-2 -mb-px',
activeTab === tab
? 'border-accent text-accent'
: 'border-transparent text-muted-foreground hover:text-foreground',
)}
>
{tab === 'mine' ? 'My Tickets' : 'Unassigned'}
</button>
))}
</div>
{/* Content */}
<div>
{/* Mapping prompt for "mine" tab when no member mapping configured */}
{activeTab === 'mine' && hasMemberMapping === false && (
<div className="px-5 py-6 text-center">
<p className="text-sm text-muted-foreground">
<Link to="/account/integrations" className="text-accent hover:underline">
Map your PSA member
</Link>{' '}
to see your ticket queue.
</p>
</div>
)}
{/* Error */}
{error && (
<div className="flex items-center gap-2 px-5 py-4 text-sm text-danger">
<AlertCircle size={14} className="shrink-0" />
<span>{error}</span>
</div>
)}
{/* Loading skeleton */}
{!error && loading && <SkeletonRows />}
{/* Ticket rows */}
{!error && !loading && tickets.length > 0 && (
<>
{tickets.map((ticket, i) => (
<TicketRow
key={ticket.id}
ticket={ticket}
isLast={i === tickets.length - 1}
onStartSession={handleStartSession}
/>
))}
</>
)}
{/* View all tickets link */}
{tickets.length > 0 && (
<div className="px-5 py-3 border-t border-default">
<Link
to="/tickets?assigned=me"
className="text-xs text-accent hover:text-accent/80 transition-colors"
>
View all tickets
</Link>
</div>
)}
{/* Empty states */}
{!error && !loading && tickets.length === 0 && (
<div className="px-5 py-8 text-center">
<Ticket size={24} className="mx-auto mb-2 text-muted-foreground/40" />
{activeTab === 'mine' ? (
<>
<p className="text-sm text-muted-foreground">No open tickets assigned to you</p>
<p className="mt-1 text-[0.6875rem] text-muted-foreground/60">
Make sure your member mapping is configured in Account &rarr; Integrations
</p>
</>
) : (
<p className="text-sm text-muted-foreground">No unassigned open tickets</p>
)}
</div>
)}
</div>
</div>
)
}

View File

@@ -5,7 +5,7 @@ import {
LayoutGrid, Clock, AlertTriangle, GitBranch, Code2, Wand2,
ListChecks, Download, BarChart3,
Settings, Pin, PinOff,
History, FileText, Network,
History, FileText, Network, Ticket,
} from 'lucide-react'
import { cn } from '@/lib/utils'
import { useUserPreferencesStore } from '@/store/userPreferencesStore'
@@ -83,6 +83,10 @@ export function Sidebar() {
{ href: '/escalations', label: 'Escalations', count: stats?.escalation_count || undefined },
],
},
{
href: '/tickets', icon: Ticket, label: 'Tickets', shortLabel: 'Tickets',
matchPaths: ['/tickets'],
},
{
href: '/trees', icon: GitBranch, label: 'Flows', shortLabel: 'Flows',
badge: stats?.tree_counts.total || undefined,
@@ -120,6 +124,7 @@ export function Sidebar() {
items: [
{ href: '/', icon: LayoutGrid, label: 'Dashboard', shortLabel: 'Dash' },
{ href: '/sessions', icon: Clock, label: 'Session History', shortLabel: 'History', badge: stats?.active_count || undefined, matchPaths: ['/sessions'] },
{ href: '/tickets', icon: Ticket, label: 'Tickets', shortLabel: 'Tickets', matchPaths: ['/tickets'] },
{ href: '/escalations', icon: AlertTriangle, label: 'Escalations', shortLabel: 'Escal', badge: stats?.escalation_count || undefined },
],
},

View File

@@ -1,5 +1,10 @@
import { useEffect, useRef } from 'react'
import { Copy, CopyPlus, Trash2, ClipboardPaste, BoxSelect, Maximize2, BringToFront, SendToBack } from 'lucide-react'
import {
Copy, CopyPlus, Trash2, ClipboardPaste, BoxSelect, Ungroup, Maximize2, BringToFront, SendToBack,
AlignStartVertical, AlignCenterHorizontal, AlignEndVertical,
AlignStartHorizontal, AlignCenterVertical, AlignEndHorizontal,
AlignHorizontalSpaceAround, AlignVerticalSpaceAround,
} from 'lucide-react'
import { cn } from '@/lib/utils'
interface MenuAction {
@@ -15,9 +20,41 @@ interface ContextMenuProps {
position: { x: number; y: number }
actions: MenuAction[]
onClose: () => void
onAlignLeft?: () => void
onAlignRight?: () => void
onAlignCenterH?: () => void
onAlignTop?: () => void
onAlignBottom?: () => void
onAlignCenterV?: () => void
onDistributeH?: () => void
onDistributeV?: () => void
canAlign?: boolean
canDistribute?: boolean
onGroupSelection?: () => void
onUngroupSelection?: () => void
canGroup?: boolean
canUngroup?: boolean
}
export function ContextMenu({ position, actions, onClose }: ContextMenuProps) {
export function ContextMenu({
position,
actions,
onClose,
onAlignLeft,
onAlignRight,
onAlignCenterH,
onAlignTop,
onAlignBottom,
onAlignCenterV,
onDistributeH,
onDistributeV,
canAlign,
canDistribute,
onGroupSelection,
onUngroupSelection,
canGroup,
canUngroup,
}: ContextMenuProps) {
const menuRef = useRef<HTMLDivElement>(null)
const clampedPosition = { ...position }
@@ -83,6 +120,59 @@ export function ContextMenu({ position, actions, onClose }: ContextMenuProps) {
</button>
</div>
))}
{canAlign && (
<>
<div className="border-t border-default my-1" />
<div className="px-3 py-0.5 text-[10px] font-medium text-muted uppercase tracking-wider">Align</div>
<button onClick={() => { onAlignLeft?.(); onClose() }} className="flex w-full items-center gap-2 px-3 py-2 text-xs text-primary hover:bg-elevated">
<AlignStartVertical size={13} /> <span>Align Left</span>
</button>
<button onClick={() => { onAlignCenterH?.(); onClose() }} className="flex w-full items-center gap-2 px-3 py-2 text-xs text-primary hover:bg-elevated">
<AlignCenterHorizontal size={13} /> <span>Align Center</span>
</button>
<button onClick={() => { onAlignRight?.(); onClose() }} className="flex w-full items-center gap-2 px-3 py-2 text-xs text-primary hover:bg-elevated">
<AlignEndVertical size={13} /> <span>Align Right</span>
</button>
<button onClick={() => { onAlignTop?.(); onClose() }} className="flex w-full items-center gap-2 px-3 py-2 text-xs text-primary hover:bg-elevated">
<AlignStartHorizontal size={13} /> <span>Align Top</span>
</button>
<button onClick={() => { onAlignCenterV?.(); onClose() }} className="flex w-full items-center gap-2 px-3 py-2 text-xs text-primary hover:bg-elevated">
<AlignCenterVertical size={13} /> <span>Align Middle</span>
</button>
<button onClick={() => { onAlignBottom?.(); onClose() }} className="flex w-full items-center gap-2 px-3 py-2 text-xs text-primary hover:bg-elevated">
<AlignEndHorizontal size={13} /> <span>Align Bottom</span>
</button>
{canDistribute && (
<>
<div className="border-t border-default my-1" />
<div className="px-3 py-0.5 text-[10px] font-medium text-muted uppercase tracking-wider">Distribute</div>
<button onClick={() => { onDistributeH?.(); onClose() }} className="flex w-full items-center gap-2 px-3 py-2 text-xs text-primary hover:bg-elevated">
<AlignHorizontalSpaceAround size={13} /> <span>Space Horizontally</span>
</button>
<button onClick={() => { onDistributeV?.(); onClose() }} className="flex w-full items-center gap-2 px-3 py-2 text-xs text-primary hover:bg-elevated">
<AlignVerticalSpaceAround size={13} /> <span>Space Vertically</span>
</button>
</>
)}
</>
)}
{(canGroup || canUngroup) && (
<>
<div className="border-t border-default my-1" />
{canGroup && (
<button onClick={() => { onGroupSelection?.(); onClose() }} className="flex w-full items-center gap-2 px-3 py-2 text-xs text-primary hover:bg-elevated">
<BoxSelect size={13} /> <span>Group Selection</span>
</button>
)}
{canUngroup && (
<button onClick={() => { onUngroupSelection?.(); onClose() }} className="flex w-full items-center gap-2 px-3 py-2 text-xs text-primary hover:bg-elevated">
<Ungroup size={13} /> <span>Ungroup</span>
</button>
)}
</>
)}
</div>
)
}

View File

@@ -1,6 +1,9 @@
import { useState, useCallback, useRef, useEffect } from 'react'
import { useNavigate } from 'react-router-dom'
import { ChevronLeft, Save, Download, FileJson, Image, FileText } from 'lucide-react'
import { ChevronLeft, Save, Download, FileJson, FileCode, Image, FileText, Undo2, Redo2, MousePointer2, Hand, FileOutput, Upload, Cable } from 'lucide-react'
import { cn } from '@/lib/utils'
export type InteractionMode = 'select' | 'pan' | 'connect'
interface DiagramHeaderProps {
name: string
@@ -12,8 +15,17 @@ interface DiagramHeaderProps {
onNameChange: (name: string) => void
onSave: () => void
onExportPng: () => void
onExportSvg: () => void
onExportPdf: () => void
onExportJson: () => void
onExportDrawio: () => void
onImportDrawio: () => void // draw.io import — triggered from Export menu
onUndo: () => void
onRedo: () => void
canUndo: boolean
canRedo: boolean
interactionMode: InteractionMode
onModeChange: (mode: InteractionMode) => void
}
export function DiagramHeader({
@@ -26,8 +38,17 @@ export function DiagramHeader({
onNameChange,
onSave,
onExportPng,
onExportSvg,
onExportPdf,
onExportJson,
onExportDrawio,
onImportDrawio,
onUndo,
onRedo,
canUndo,
canRedo,
interactionMode,
onModeChange,
}: DiagramHeaderProps) {
const navigate = useNavigate()
const [editing, setEditing] = useState(false)
@@ -88,6 +109,72 @@ export function DiagramHeader({
<div className="mx-2 h-5 w-px bg-border-default" />
<div className="flex items-center gap-1">
<button
onClick={onUndo}
disabled={!canUndo}
title="Undo (Ctrl+Z)"
className="p-1.5 rounded text-muted-foreground hover:text-primary hover:bg-elevated disabled:opacity-30 disabled:cursor-not-allowed transition-colors"
>
<Undo2 size={16} />
</button>
<button
onClick={onRedo}
disabled={!canRedo}
title="Redo (Ctrl+Y)"
className="p-1.5 rounded text-muted-foreground hover:text-primary hover:bg-elevated disabled:opacity-30 disabled:cursor-not-allowed transition-colors"
>
<Redo2 size={16} />
</button>
</div>
<div className="mx-2 h-5 w-px bg-border-default" />
{/* Interaction mode toggle */}
<div className="flex items-center overflow-hidden rounded border border-default">
<button
onClick={() => onModeChange('select')}
title="Select (V)"
className={cn(
'flex items-center gap-1.5 px-2.5 py-1.5 text-xs transition-colors',
interactionMode === 'select'
? 'bg-elevated text-primary'
: 'text-muted-foreground hover:text-primary hover:bg-elevated/50',
)}
>
<MousePointer2 size={15} />
<span className="hidden sm:inline">Select</span>
</button>
<button
onClick={() => onModeChange('pan')}
title="Pan (H)"
className={cn(
'flex items-center gap-1.5 border-l border-default px-2.5 py-1.5 text-xs transition-colors',
interactionMode === 'pan'
? 'bg-elevated text-primary'
: 'text-muted-foreground hover:text-primary hover:bg-elevated/50',
)}
>
<Hand size={15} />
<span className="hidden sm:inline">Pan</span>
</button>
<button
onClick={() => onModeChange('connect')}
title="Connect (C)"
className={cn(
'flex items-center gap-1.5 border-l border-default px-2.5 py-1.5 text-xs transition-colors',
interactionMode === 'connect'
? 'bg-elevated text-primary'
: 'text-muted-foreground hover:text-primary hover:bg-elevated/50',
)}
>
<Cable size={15} />
<span className="hidden sm:inline">Connect</span>
</button>
</div>
<div className="mx-2 h-5 w-px bg-border-default" />
{editing ? (
<input
ref={inputRef}
@@ -135,30 +222,51 @@ export function DiagramHeader({
className="flex items-center gap-1.5 rounded border border-default px-3 py-1.5 text-xs text-primary hover:border-hover"
>
<Download size={14} />
Export
Export / Import
</button>
{showExportMenu && (
<div className="absolute right-0 top-full z-50 mt-1 w-40 rounded border border-default bg-card py-1 shadow-lg">
<div className="absolute right-0 top-full z-50 mt-1 w-44 rounded border border-default bg-card py-1 shadow-lg">
<div className="px-3 py-1 text-[10px] font-semibold uppercase tracking-wider text-muted-foreground">Export as</div>
<button
onClick={() => { onExportPng(); setShowExportMenu(false) }}
className="flex w-full items-center gap-2 px-3 py-1.5 text-xs text-primary hover:bg-elevated"
>
<Image size={12} /> Export PNG
<Image size={12} /> PNG
</button>
<button
onClick={() => { onExportSvg(); setShowExportMenu(false) }}
className="flex w-full items-center gap-2 px-3 py-1.5 text-xs text-primary hover:bg-elevated"
>
<FileCode size={12} /> SVG
</button>
<button
onClick={() => { onExportPdf(); setShowExportMenu(false) }}
className="flex w-full items-center gap-2 px-3 py-1.5 text-xs text-primary hover:bg-elevated"
>
<FileText size={12} /> Export PDF
<FileText size={12} /> PDF
</button>
{diagramId && (
<button
onClick={() => { onExportJson(); setShowExportMenu(false) }}
className="flex w-full items-center gap-2 px-3 py-1.5 text-xs text-primary hover:bg-elevated"
>
<FileJson size={12} /> Export JSON
<FileJson size={12} /> JSON
</button>
)}
<button
onClick={() => { onExportDrawio(); setShowExportMenu(false) }}
className="flex w-full items-center gap-2 px-3 py-1.5 text-xs text-primary hover:bg-elevated"
>
<FileOutput size={12} /> draw.io
</button>
<div className="my-1 border-t border-default" />
<div className="px-3 py-1 text-[10px] font-semibold uppercase tracking-wider text-muted-foreground">Import</div>
<button
onClick={() => { onImportDrawio(); setShowExportMenu(false) }}
className="flex w-full items-center gap-2 px-3 py-1.5 text-xs text-primary hover:bg-elevated"
>
<Upload size={12} /> draw.io file
</button>
</div>
)}
</div>

View File

@@ -0,0 +1,129 @@
import { useEffect } from 'react'
import { X } from 'lucide-react'
interface ShortcutRow {
keys: string[]
label: string
}
interface ShortcutGroup {
title: string
rows: ShortcutRow[]
}
const GROUPS: ShortcutGroup[] = [
{
title: 'Modes',
rows: [
{ keys: ['V'], label: 'Select mode' },
{ keys: ['H'], label: 'Pan mode' },
{ keys: ['C'], label: 'Connect mode' },
{ keys: ['Space'], label: 'Temporary pan (hold)' },
],
},
{
title: 'Canvas',
rows: [
{ keys: ['Ctrl', 'Shift', 'F'], label: 'Fit view' },
{ keys: ['Ctrl', 'A'], label: 'Select all' },
{ keys: ['Ctrl', 'Z'], label: 'Undo' },
{ keys: ['Ctrl', 'Y'], label: 'Redo' },
],
},
{
title: 'Nodes',
rows: [
{ keys: ['Ctrl', 'C'], label: 'Copy' },
{ keys: ['Ctrl', 'V'], label: 'Paste' },
{ keys: ['Ctrl', 'D'], label: 'Duplicate' },
{ keys: ['Del'], label: 'Delete selected' },
{ keys: [']'], label: 'Bring to front' },
{ keys: ['['], label: 'Send to back' },
],
},
{
title: 'Nudge',
rows: [
{ keys: ['↑', '↓', '←', '→'], label: 'Move 1px' },
{ keys: ['Shift', '↑↓←→'], label: 'Move 10px' },
],
},
]
interface KeyboardShortcutsOverlayProps {
onClose: () => void
}
function Kbd({ children }: { children: string }) {
return (
<span className="inline-flex h-5 min-w-[1.25rem] items-center justify-center rounded border border-white/10 bg-white/[0.07] px-1.5 text-[10px] font-mono text-muted-foreground">
{children}
</span>
)
}
export function KeyboardShortcutsOverlay({ onClose }: KeyboardShortcutsOverlayProps) {
useEffect(() => {
const handler = (e: KeyboardEvent) => {
if (e.key === 'Escape') onClose()
}
document.addEventListener('keydown', handler)
return () => document.removeEventListener('keydown', handler)
}, [onClose])
return (
<div
className="fixed inset-0 z-50 flex items-center justify-center bg-black/60 p-4 backdrop-blur-[2px]"
onClick={e => { if (e.target === e.currentTarget) onClose() }}
>
<div className="w-full max-w-xl rounded-lg border border-default bg-card shadow-2xl">
{/* Header */}
<div className="flex items-center justify-between border-b border-default px-5 py-3.5">
<div>
<h2 className="font-heading text-sm font-semibold text-heading">Keyboard Shortcuts</h2>
<p className="text-[11px] text-muted-foreground">Press <Kbd>?</Kbd> anytime to open this</p>
</div>
<button
onClick={onClose}
className="flex h-7 w-7 items-center justify-center rounded border border-default text-muted-foreground hover:border-hover hover:text-primary"
>
<X size={13} />
</button>
</div>
{/* Shortcut grid */}
<div className="grid grid-cols-2 gap-0 divide-x divide-default">
{GROUPS.map((group, gi) => (
<div key={group.title} className={gi >= 2 ? 'border-t border-default' : ''}>
<div className="px-5 pb-2 pt-4">
<div className="mb-2 text-[10px] font-semibold uppercase tracking-wider text-muted-foreground">
{group.title}
</div>
<div className="space-y-1.5">
{group.rows.map(row => (
<div key={row.label} className="flex items-center justify-between gap-3">
<span className="text-xs text-primary">{row.label}</span>
<div className="flex shrink-0 items-center gap-0.5">
{row.keys.map((k, i) => (
<span key={i} className="flex items-center gap-0.5">
{i > 0 && <span className="text-[10px] text-muted-foreground/50">+</span>}
<Kbd>{k}</Kbd>
</span>
))}
</div>
</div>
))}
</div>
</div>
</div>
))}
</div>
{/* Footer hint */}
<div className="border-t border-default px-5 py-2.5 text-[11px] text-muted-foreground">
On Mac, <Kbd>Ctrl</Kbd> = <Kbd> Cmd</Kbd>
</div>
</div>
</div>
)
}

View File

@@ -6,6 +6,7 @@ import {
MiniMap,
BackgroundVariant,
type OnConnect,
type OnReconnect,
type OnNodesChange,
type OnEdgesChange,
type Node,
@@ -15,6 +16,8 @@ import { nodeTypes } from './nodes/nodeTypes'
import { edgeTypes } from './edges/edgeTypes'
import { getDeviceRenderConfig } from './nodes/deviceRegistry'
import type { DeviceNodeData } from './nodes/DeviceNode'
import type { InteractionMode } from './DiagramHeader'
import { cn } from '@/lib/utils'
interface NetworkCanvasProps {
nodes: Node[]
@@ -22,6 +25,7 @@ interface NetworkCanvasProps {
onNodesChange: OnNodesChange
onEdgesChange: OnEdgesChange
onConnect: OnConnect
onReconnect: OnReconnect<Edge>
onNodeSelect: (nodeId: string | null) => void
onEdgeSelect: (edgeId: string | null) => void
onDrop: (event: React.DragEvent) => void
@@ -31,6 +35,7 @@ interface NetworkCanvasProps {
onNodeContextMenu?: (event: React.MouseEvent, node: Node) => void
onPaneContextMenu?: (event: MouseEvent | React.MouseEvent) => void
onPaneClick?: () => void
interactionMode?: InteractionMode
}
export function NetworkCanvas({
@@ -39,6 +44,7 @@ export function NetworkCanvas({
onNodesChange,
onEdgesChange,
onConnect,
onReconnect,
onNodeSelect,
onEdgeSelect,
onDrop,
@@ -48,6 +54,7 @@ export function NetworkCanvas({
onNodeContextMenu,
onPaneContextMenu,
onPaneClick: onPaneClickProp,
interactionMode = 'select',
}: NetworkCanvasProps) {
const handleSelectionChange = useCallback(({ nodes: selectedNodes, edges: selectedEdges }: { nodes: Node[]; edges: Edge[] }) => {
if (selectedNodes.length === 1) {
@@ -75,13 +82,22 @@ export function NetworkCanvas({
}, [])
return (
<div className="relative h-full w-full" onDragLeave={onDragLeave}>
<div
className="relative h-full w-full"
onDragLeave={onDragLeave}
onMouseDownCapture={(event) => {
if (event.button === 1) {
event.preventDefault()
}
}}
>
<ReactFlow
nodes={nodes}
edges={edges}
onNodesChange={onNodesChange}
onEdgesChange={onEdgesChange}
onConnect={onConnect}
onReconnect={onReconnect}
onSelectionChange={handleSelectionChange}
onPaneClick={handlePaneClick}
onDrop={onDrop}
@@ -91,12 +107,23 @@ export function NetworkCanvas({
nodeTypes={nodeTypes}
edgeTypes={edgeTypes}
defaultEdgeOptions={{ type: 'connection' }}
edgesReconnectable
connectOnClick={interactionMode === 'connect'}
reconnectRadius={20}
connectionRadius={24}
deleteKeyCode={['Backspace', 'Delete']}
multiSelectionKeyCode="Shift"
panOnDrag={interactionMode === 'pan' ? [0, 1] : [1]}
selectionOnDrag={interactionMode === 'select'}
panActivationKeyCode="Space"
snapToGrid={true}
snapGrid={[20, 20]}
fitView
className="bg-page"
className={cn(
'bg-page',
interactionMode === 'pan' && 'cursor-grab active:cursor-grabbing',
interactionMode === 'connect' && 'rf-connect-mode cursor-crosshair',
)}
>
<Background variant={BackgroundVariant.Dots} color="var(--color-border-default)" gap={20} size={1} />
<Controls className="!border-default !bg-card [&>button]:!border-default [&>button]:!bg-card [&>button]:!fill-text-primary" />

View File

@@ -31,6 +31,7 @@ function getEdgePath(routing: string | null | undefined, props: EdgeProps) {
}
if (routing === 'curved') return getBezierPath(base)
if (routing === 'step') return getSmoothStepPath(base)
if (routing === 'orthogonal') return getSmoothStepPath({ ...base, borderRadius: 0 })
return getStraightPath(base)
}
@@ -53,7 +54,7 @@ function ConnectionEdgeComponent(props: EdgeProps) {
{props.label && (
<EdgeLabelRenderer>
<div
className="nodrag nopan rounded bg-page px-1.5 py-0.5 text-[10px] text-muted-foreground"
className="nodrag nopan rounded border border-default bg-card px-1.5 py-0.5 text-[10px] text-muted-foreground shadow-sm"
style={{
position: 'absolute',
transform: `translate(-50%, -50%) translate(${labelX}px, ${labelY}px)`,

View File

@@ -33,6 +33,11 @@ export function useCanvasShortcuts({
setEdges,
setIsDirty,
canvasRef,
onUndo,
onRedo,
onNudge,
onSetMode,
onToggleShortcuts,
}: {
nodes: Node[]
edges: Edge[]
@@ -40,6 +45,11 @@ export function useCanvasShortcuts({
setEdges: React.Dispatch<React.SetStateAction<Edge[]>>
setIsDirty: (dirty: boolean) => void
canvasRef: React.RefObject<HTMLDivElement | null>
onUndo: () => void
onRedo: () => void
onNudge: (dx: number, dy: number) => void
onSetMode: (mode: 'select' | 'pan' | 'connect') => void
onToggleShortcuts: () => void
}) {
const { getNodes, fitView, screenToFlowPosition, setNodes: rfSetNodes } = useReactFlow()
const clipboardRef = useRef<ClipboardData | null>(null)
@@ -211,6 +221,45 @@ export function useCanvasShortcuts({
const ctrl = e.ctrlKey || e.metaKey
// Undo: Ctrl+Z / Cmd+Z
if (e.key === 'z' && ctrl && !e.shiftKey) {
e.preventDefault()
onUndo()
return
}
// Redo: Ctrl+Y or Ctrl+Shift+Z
if ((e.key === 'y' && ctrl) || (e.key === 'z' && ctrl && e.shiftKey)) {
e.preventDefault()
onRedo()
return
}
// Arrow key nudging
if (['ArrowUp', 'ArrowDown', 'ArrowLeft', 'ArrowRight'].includes(e.key)) {
e.preventDefault()
const delta = e.shiftKey ? 10 : 1
switch (e.key) {
case 'ArrowUp': onNudge(0, -delta); break
case 'ArrowDown': onNudge(0, delta); break
case 'ArrowLeft': onNudge(-delta, 0); break
case 'ArrowRight': onNudge( delta, 0); break
}
return
}
// Mode shortcuts: V = select, H = pan, C = connect
if (!ctrl && e.key === 'v') {
onSetMode('select')
return
}
if (!ctrl && e.key === 'h') {
onSetMode('pan')
return
}
if (!ctrl && e.key === 'c') {
onSetMode('connect')
return
}
if (ctrl && e.key === 'c') {
e.preventDefault()
copyNodes()
@@ -232,12 +281,15 @@ export function useCanvasShortcuts({
} else if (e.key === '[' && !ctrl) {
e.preventDefault()
sendSelectedToBack()
} else if (e.key === '?' && !ctrl) {
e.preventDefault()
onToggleShortcuts()
}
}
document.addEventListener('keydown', handleKeyDown)
return () => document.removeEventListener('keydown', handleKeyDown)
}, [copyNodes, pasteNodes, duplicateNodes, selectAll, fitView, bringSelectedToFront, sendSelectedToBack])
}, [copyNodes, pasteNodes, duplicateNodes, selectAll, fitView, bringSelectedToFront, sendSelectedToBack, onUndo, onRedo, onNudge, onSetMode, onToggleShortcuts])
return {
copyNodes,

View File

@@ -0,0 +1,206 @@
import { useCallback } from 'react'
import type { Node, Edge } from '@xyflow/react'
interface UseDiagramCommandsParams {
nodes: Node[]
edges: Edge[]
pushHistory: (nodes: Node[], edges: Edge[]) => void
setNodes: React.Dispatch<React.SetStateAction<Node[]>>
}
export function useDiagramCommands({
nodes,
edges,
pushHistory,
setNodes,
}: UseDiagramCommandsParams) {
const selectedNodes = nodes.filter(n => n.selected)
// ── Alignment ──────────────────────────────────────────────────────────
const alignLeft = useCallback(() => {
if (selectedNodes.length < 2) return
pushHistory(nodes, edges)
const minX = Math.min(...selectedNodes.map(n => n.position.x))
setNodes(prev => prev.map(n =>
n.selected ? { ...n, position: { ...n.position, x: minX } } : n
))
}, [nodes, edges, selectedNodes, pushHistory, setNodes])
const alignRight = useCallback(() => {
if (selectedNodes.length < 2) return
pushHistory(nodes, edges)
const maxX = Math.max(...selectedNodes.map(n => n.position.x + (n.measured?.width ?? 100)))
setNodes(prev => prev.map(n =>
n.selected ? { ...n, position: { ...n.position, x: maxX - (n.measured?.width ?? 100) } } : n
))
}, [nodes, edges, selectedNodes, pushHistory, setNodes])
const alignCenterH = useCallback(() => {
if (selectedNodes.length < 2) return
pushHistory(nodes, edges)
const minX = Math.min(...selectedNodes.map(n => n.position.x))
const maxX = Math.max(...selectedNodes.map(n => n.position.x + (n.measured?.width ?? 100)))
const centerX = (minX + maxX) / 2
setNodes(prev => prev.map(n =>
n.selected ? { ...n, position: { ...n.position, x: centerX - (n.measured?.width ?? 100) / 2 } } : n
))
}, [nodes, edges, selectedNodes, pushHistory, setNodes])
const alignTop = useCallback(() => {
if (selectedNodes.length < 2) return
pushHistory(nodes, edges)
const minY = Math.min(...selectedNodes.map(n => n.position.y))
setNodes(prev => prev.map(n =>
n.selected ? { ...n, position: { ...n.position, y: minY } } : n
))
}, [nodes, edges, selectedNodes, pushHistory, setNodes])
const alignBottom = useCallback(() => {
if (selectedNodes.length < 2) return
pushHistory(nodes, edges)
const maxY = Math.max(...selectedNodes.map(n => n.position.y + (n.measured?.height ?? 100)))
setNodes(prev => prev.map(n =>
n.selected ? { ...n, position: { ...n.position, y: maxY - (n.measured?.height ?? 100) } } : n
))
}, [nodes, edges, selectedNodes, pushHistory, setNodes])
const alignCenterV = useCallback(() => {
if (selectedNodes.length < 2) return
pushHistory(nodes, edges)
const minY = Math.min(...selectedNodes.map(n => n.position.y))
const maxY = Math.max(...selectedNodes.map(n => n.position.y + (n.measured?.height ?? 100)))
const centerY = (minY + maxY) / 2
setNodes(prev => prev.map(n =>
n.selected ? { ...n, position: { ...n.position, y: centerY - (n.measured?.height ?? 100) / 2 } } : n
))
}, [nodes, edges, selectedNodes, pushHistory, setNodes])
// ── Distribution ───────────────────────────────────────────────────────
const distributeHorizontally = useCallback(() => {
if (selectedNodes.length < 3) return
pushHistory(nodes, edges)
const sorted = [...selectedNodes].sort((a, b) => a.position.x - b.position.x)
const minX = sorted[0].position.x
const maxX = sorted[sorted.length - 1].position.x + (sorted[sorted.length - 1].measured?.width ?? 100)
const totalWidth = sorted.reduce((sum, n) => sum + (n.measured?.width ?? 100), 0)
const gap = (maxX - minX - totalWidth) / (sorted.length - 1)
let cursor = minX
const positions: Record<string, number> = {}
for (const n of sorted) {
positions[n.id] = cursor
cursor += (n.measured?.width ?? 100) + gap
}
setNodes(prev => prev.map(n =>
n.selected && positions[n.id] !== undefined
? { ...n, position: { ...n.position, x: positions[n.id] } }
: n
))
}, [nodes, edges, selectedNodes, pushHistory, setNodes])
const distributeVertically = useCallback(() => {
if (selectedNodes.length < 3) return
pushHistory(nodes, edges)
const sorted = [...selectedNodes].sort((a, b) => a.position.y - b.position.y)
const minY = sorted[0].position.y
const maxY = sorted[sorted.length - 1].position.y + (sorted[sorted.length - 1].measured?.height ?? 100)
const totalHeight = sorted.reduce((sum, n) => sum + (n.measured?.height ?? 100), 0)
const gap = (maxY - minY - totalHeight) / (sorted.length - 1)
let cursor = minY
const positions: Record<string, number> = {}
for (const n of sorted) {
positions[n.id] = cursor
cursor += (n.measured?.height ?? 100) + gap
}
setNodes(prev => prev.map(n =>
n.selected && positions[n.id] !== undefined
? { ...n, position: { ...n.position, y: positions[n.id] } }
: n
))
}, [nodes, edges, selectedNodes, pushHistory, setNodes])
// ── Helpers ────────────────────────────────────────────────────────────
const canAlign = selectedNodes.length >= 2
const canDistribute = selectedNodes.length >= 3
// ── Grouping ───────────────────────────────────────────────────────────
const groupSelection = useCallback((groupType: string = 'custom') => {
if (selectedNodes.length < 2) return
pushHistory(nodes, edges)
const PADDING = 24
const minX = Math.min(...selectedNodes.map(n => n.position.x)) - PADDING
const minY = Math.min(...selectedNodes.map(n => n.position.y)) - PADDING
const maxX = Math.max(...selectedNodes.map(n => n.position.x + (n.measured?.width ?? 100))) + PADDING
const maxY = Math.max(...selectedNodes.map(n => n.position.y + (n.measured?.height ?? 100))) + PADDING
const groupId = `group-${Date.now()}`
const groupNode: Node = {
id: groupId,
type: 'group',
position: { x: minX, y: minY },
style: { width: maxX - minX, height: maxY - minY },
data: { label: groupType.charAt(0).toUpperCase() + groupType.slice(1), groupType },
selected: false,
}
setNodes(prev => [
groupNode,
...prev.map(n =>
n.selected
? {
...n,
parentId: groupId,
extent: 'parent' as const,
position: { x: n.position.x - minX, y: n.position.y - minY },
selected: false,
}
: n
),
])
}, [nodes, edges, selectedNodes, pushHistory, setNodes])
const ungroupSelection = useCallback(() => {
const selectedGroups = selectedNodes.filter(n => n.type === 'group')
if (selectedGroups.length === 0) return
pushHistory(nodes, edges)
const groupIds = new Set(selectedGroups.map(g => g.id))
setNodes(prev => {
const groupPositions: Record<string, { x: number; y: number }> = {}
for (const n of prev) {
if (groupIds.has(n.id)) groupPositions[n.id] = n.position
}
return prev
.filter(n => !groupIds.has(n.id))
.map(n => {
if (n.parentId && groupIds.has(n.parentId)) {
const gPos = groupPositions[n.parentId] ?? { x: 0, y: 0 }
return {
...n,
parentId: undefined,
extent: undefined,
position: { x: gPos.x + n.position.x, y: gPos.y + n.position.y },
}
}
return n
})
})
}, [nodes, edges, selectedNodes, pushHistory, setNodes])
const canGroup = selectedNodes.length >= 2 && !selectedNodes.some(n => n.type === 'group')
const canUngroup = selectedNodes.some(n => n.type === 'group')
return {
alignLeft,
alignRight,
alignCenterH,
alignTop,
alignBottom,
alignCenterV,
distributeHorizontally,
distributeVertically,
canAlign,
canDistribute,
selectedNodes,
groupSelection,
ungroupSelection,
canGroup,
canUngroup,
}
}

View File

@@ -1,10 +1,11 @@
import { memo } from 'react'
import { Position, NodeResizer, type NodeProps } from '@xyflow/react'
import { BaseNode, BaseNodeHeader, BaseNodeHeaderTitle, BaseNodeContent } from '../ui/base-node'
import { memo, useState, useRef, useEffect } from 'react'
import { Position, NodeResizer, useReactFlow, type NodeProps } from '@xyflow/react'
import { BaseNode, BaseNodeHeader, BaseNodeContent } from '../ui/base-node'
import { BaseHandle } from '../ui/base-handle'
import { NodeStatusIndicator, type NodeStatus } from '../ui/node-status-indicator'
import { NodeTooltip, NodeTooltipTrigger, NodeTooltipContent } from '../ui/node-tooltip'
import { getDeviceRenderConfig } from './deviceRegistry'
import { getDeviceRenderConfig, CATEGORY_LABELS } from './deviceRegistry'
import { cn } from '@/lib/utils'
import type { DeviceProperties } from '@/types'
export interface DeviceNodeData {
@@ -29,9 +30,9 @@ const NODE_DEFAULT = 120 // default square side in px
const NODE_MIN = 80 // minimum square side in px
const NODE_MAX = 280 // maximum square side in px
function DeviceNodeComponent({ data, selected, width, height }: NodeProps) {
function DeviceNodeComponent({ id, data, selected, width, height }: NodeProps) {
const nodeData = data as unknown as DeviceNodeData
const { icon: Icon, color } = getDeviceRenderConfig(nodeData.deviceType, nodeData.category)
const { icon: Icon, color, accentClass, surfaceClass, category } = getDeviceRenderConfig(nodeData.deviceType, nodeData.category)
const status = (nodeData.properties?.status || 'unknown') as NodeStatus
const ip = nodeData.properties?.ip
const props = nodeData.properties || {}
@@ -46,6 +47,25 @@ function DeviceNodeComponent({ data, selected, width, height }: NodeProps) {
const labelPx = Math.max(9, Math.min(20, Math.round(scale * 11)))
// IP font: 9px at default, clamped to [8, 16]
const ipPx = Math.max(8, Math.min(16, Math.round(scale * 9)))
const metaPx = Math.max(8, Math.min(11, Math.round(scale * 8)))
const iconPlateSize = Math.round(Math.max(34, Math.min(82, scale * 50)))
const [editing, setEditing] = useState(false)
const [labelValue, setLabelValue] = useState(nodeData.label ?? '')
const inputRef = useRef<HTMLInputElement>(null)
const { updateNodeData } = useReactFlow()
useEffect(() => {
if (editing) {
inputRef.current?.focus()
inputRef.current?.select()
}
}, [editing])
// Sync if data.label changes externally (e.g. undo/redo)
useEffect(() => {
if (!editing) setLabelValue(nodeData.label ?? '')
}, [nodeData.label, editing])
const hasTooltipContent = props.hostname || props.ip || props.vendor || props.model || props.role || props.notes
@@ -64,16 +84,70 @@ function DeviceNodeComponent({ data, selected, width, height }: NodeProps) {
<NodeStatusIndicator status={status}>
<NodeTooltip>
<NodeTooltipTrigger>
<BaseNode className="w-full h-full group flex flex-col items-center justify-center">
<BaseNodeHeader className="flex-col gap-1 items-center py-2 px-2">
<Icon size={iconPx} style={{ color }} />
<BaseNodeHeaderTitle className="text-center leading-tight" style={{ fontSize: labelPx }}>
{nodeData.label}
</BaseNodeHeaderTitle>
<BaseNode className="group h-full w-full bg-card">
<div className={cn('pointer-events-none absolute inset-x-0 top-0 h-10 bg-gradient-to-b opacity-80', surfaceClass)} />
<BaseNodeHeader className="flex h-full flex-col items-center justify-center gap-2 px-2 py-3">
<div
className={cn(
'relative flex items-center justify-center rounded-xl border transition-colors',
accentClass,
)}
style={{ width: iconPlateSize, height: iconPlateSize }}
>
<div className="absolute inset-[4px] rounded-[10px] border border-white/[0.06] bg-sidebar/50" />
<div className="relative z-10">
<Icon size={iconPx} style={{ color }} />
</div>
</div>
{editing ? (
<input
ref={inputRef}
value={labelValue}
onChange={e => setLabelValue(e.target.value)}
onBlur={() => {
setEditing(false)
if (labelValue !== nodeData.label) {
updateNodeData(id, { ...nodeData, label: labelValue })
}
}}
onKeyDown={e => {
if (e.key === 'Enter') inputRef.current?.blur()
if (e.key === 'Escape') {
setLabelValue(nodeData.label ?? '')
setEditing(false)
}
e.stopPropagation()
}}
style={{ fontSize: labelPx }}
className="bg-transparent border-none outline-none text-center text-primary font-medium w-4/5"
/>
) : (
<span
style={{ fontSize: labelPx }}
className="max-w-[88%] cursor-default text-center font-medium leading-tight text-primary line-clamp-2"
onDoubleClick={e => {
e.stopPropagation()
setEditing(true)
}}
>
{labelValue}
</span>
)}
<span
style={{ fontSize: metaPx }}
className="text-[9px] uppercase tracking-[0.16em] text-muted"
>
{CATEGORY_LABELS[category] ?? nodeData.deviceType.replace(/-/g, ' ')}
</span>
</BaseNodeHeader>
{ip && (
<BaseNodeContent className="items-center pt-0 pb-1">
<span className="font-mono text-muted-foreground" style={{ fontSize: ipPx }}>{ip}</span>
<BaseNodeContent className="items-center pt-0 pb-2">
<span
className="rounded-full border border-default bg-page/70 px-2 py-0.5 font-mono text-muted-foreground"
style={{ fontSize: ipPx }}
>
{ip}
</span>
</BaseNodeContent>
)}
<BaseHandle type="target" position={Position.Top} />

View File

@@ -0,0 +1,86 @@
import { memo, useState, useRef, useEffect } from 'react'
import { NodeResizer, useReactFlow, type NodeProps } from '@xyflow/react'
import type { GroupNodeData } from '@/types/network-diagram'
const GROUP_COLORS: Record<string, string> = {
subnet: '#60a5fa',
vlan: '#a78bfa',
site: '#34d399',
dmz: '#f87171',
custom: '#94a3b8',
}
const GroupNodeComponent = ({ data, selected, id }: NodeProps) => {
const groupData = data as GroupNodeData
const color = GROUP_COLORS[groupData.groupType] ?? GROUP_COLORS.custom
const [editing, setEditing] = useState(false)
const [labelValue, setLabelValue] = useState(groupData.label ?? '')
const inputRef = useRef<HTMLInputElement>(null)
const { updateNodeData } = useReactFlow()
useEffect(() => {
if (editing) inputRef.current?.focus()
}, [editing])
// Sync if external data.label changes
useEffect(() => {
if (!editing) setLabelValue(groupData.label ?? '')
}, [groupData.label, editing])
const handleLabelCommit = () => {
setEditing(false)
if (labelValue !== groupData.label) {
updateNodeData(id, { ...groupData, label: labelValue })
}
}
return (
<>
<NodeResizer
isVisible={selected}
minWidth={120}
minHeight={80}
lineStyle={{ border: `1px solid ${color}` }}
handleStyle={{ width: 8, height: 8, borderRadius: 2, background: color }}
/>
<div
className="w-full h-full rounded-lg relative"
style={{
border: `1.5px dashed ${color}`,
background: `${color}0d`,
boxSizing: 'border-box',
}}
>
<div className="absolute top-0 left-2 -translate-y-full pb-0.5">
{editing ? (
<input
ref={inputRef}
value={labelValue}
onChange={e => setLabelValue(e.target.value)}
onBlur={handleLabelCommit}
onKeyDown={e => {
if (e.key === 'Enter' || e.key === 'Escape') handleLabelCommit()
e.stopPropagation()
}}
className="rounded-sm px-1.5 py-0.5 text-[11px] font-semibold bg-card/90 border-none outline-none min-w-[40px] max-w-[200px]"
style={{ color }}
/>
) : (
<span
className="inline-block rounded-sm bg-card/90 px-1.5 py-0.5 text-[11px] font-semibold cursor-text select-none tracking-wide"
style={{ color }}
onDoubleClick={() => setEditing(true)}
>
{labelValue || groupData.groupType}
</span>
)}
</div>
</div>
</>
)
}
GroupNodeComponent.displayName = 'GroupNode'
export const GroupNode = memo(GroupNodeComponent)
export default GroupNode

View File

@@ -9,6 +9,9 @@ import {
export interface DeviceRenderConfig {
icon: LucideIcon
color: string
accentClass: string
surfaceClass: string
category: string
}
// Category-semantic color palette — each color carries meaning:
@@ -27,62 +30,107 @@ export const STORAGE_COLOR = '#a78bfa'
export const CLOUD_COLOR = '#67e8f9'
export const INFRA_COLOR = '#94a3b8'
const CATEGORY_STYLES: Record<string, Pick<DeviceRenderConfig, 'accentClass' | 'surfaceClass'>> = {
network: {
accentClass: 'border-sky-400/40 bg-sky-400/12 text-sky-300',
surfaceClass: 'from-sky-400/12 via-sky-400/4 to-transparent',
},
security: {
accentClass: 'border-rose-400/40 bg-rose-400/12 text-rose-300',
surfaceClass: 'from-rose-400/12 via-rose-400/4 to-transparent',
},
compute: {
accentClass: 'border-emerald-400/40 bg-emerald-400/12 text-emerald-300',
surfaceClass: 'from-emerald-400/12 via-emerald-400/4 to-transparent',
},
storage: {
accentClass: 'border-violet-400/40 bg-violet-400/12 text-violet-300',
surfaceClass: 'from-violet-400/12 via-violet-400/4 to-transparent',
},
cloud: {
accentClass: 'border-cyan-400/40 bg-cyan-400/12 text-cyan-300',
surfaceClass: 'from-cyan-400/12 via-cyan-400/4 to-transparent',
},
endpoint: {
accentClass: 'border-amber-400/40 bg-amber-400/12 text-amber-300',
surfaceClass: 'from-amber-400/12 via-amber-400/4 to-transparent',
},
infrastructure: {
accentClass: 'border-slate-400/40 bg-slate-300/10 text-slate-300',
surfaceClass: 'from-slate-300/10 via-slate-300/4 to-transparent',
},
}
function makeConfig(
icon: LucideIcon,
color: string,
category: string,
): DeviceRenderConfig {
return {
icon,
color,
category,
accentClass: CATEGORY_STYLES[category]?.accentClass ?? CATEGORY_STYLES.infrastructure.accentClass,
surfaceClass: CATEGORY_STYLES[category]?.surfaceClass ?? CATEGORY_STYLES.infrastructure.surfaceClass,
}
}
const SYSTEM_DEVICE_ICONS: Record<string, DeviceRenderConfig> = {
// Network layer
'router': { icon: Router, color: NETWORK_COLOR },
'switch': { icon: Network, color: NETWORK_COLOR },
'access-point': { icon: Wifi, color: NETWORK_COLOR },
'load-balancer': { icon: Gauge, color: NETWORK_COLOR },
'router': makeConfig(Router, NETWORK_COLOR, 'network'),
'switch': makeConfig(Network, NETWORK_COLOR, 'network'),
'access-point': makeConfig(Wifi, NETWORK_COLOR, 'network'),
'load-balancer': makeConfig(Gauge, NETWORK_COLOR, 'network'),
// Security
'firewall': { icon: BrickWallFire, color: SECURITY_COLOR },
'badge-reader': { icon: KeyRound, color: SECURITY_COLOR },
'firewall': makeConfig(BrickWallFire, SECURITY_COLOR, 'security'),
'badge-reader': makeConfig(KeyRound, SECURITY_COLOR, 'security'),
// Compute
'server': { icon: Server, color: COMPUTE_COLOR },
'vm': { icon: Boxes, color: COMPUTE_COLOR },
'container': { icon: Package, color: COMPUTE_COLOR },
'server': makeConfig(Server, COMPUTE_COLOR, 'compute'),
'vm': makeConfig(Boxes, COMPUTE_COLOR, 'compute'),
'container': makeConfig(Package, COMPUTE_COLOR, 'compute'),
// Storage
'nas': { icon: Database, color: STORAGE_COLOR },
'san': { icon: HardDrive, color: STORAGE_COLOR },
'cloud-storage': { icon: CloudCog, color: STORAGE_COLOR },
'nas': makeConfig(Database, STORAGE_COLOR, 'storage'),
'san': makeConfig(HardDrive, STORAGE_COLOR, 'storage'),
'cloud-storage': makeConfig(CloudCog, STORAGE_COLOR, 'storage'),
// Cloud / Internet
'cloud': { icon: Cloud, color: CLOUD_COLOR },
'aws': { icon: Cloud, color: CLOUD_COLOR },
'azure': { icon: Cloud, color: CLOUD_COLOR },
'gcp': { icon: Cloud, color: CLOUD_COLOR },
'isp': { icon: Globe, color: CLOUD_COLOR },
'cloud': makeConfig(Cloud, CLOUD_COLOR, 'cloud'),
'aws': makeConfig(Cloud, CLOUD_COLOR, 'cloud'),
'azure': makeConfig(Cloud, CLOUD_COLOR, 'cloud'),
'gcp': makeConfig(Cloud, CLOUD_COLOR, 'cloud'),
'isp': makeConfig(Globe, CLOUD_COLOR, 'cloud'),
// Endpoints
'workstation': { icon: Monitor, color: ENDPOINT_COLOR },
'laptop': { icon: Laptop, color: ENDPOINT_COLOR },
'tablet': { icon: Tablet, color: ENDPOINT_COLOR },
'phone': { icon: Smartphone, color: ENDPOINT_COLOR },
'printer': { icon: Printer, color: ENDPOINT_COLOR },
'workstation': makeConfig(Monitor, ENDPOINT_COLOR, 'endpoint'),
'laptop': makeConfig(Laptop, ENDPOINT_COLOR, 'endpoint'),
'tablet': makeConfig(Tablet, ENDPOINT_COLOR, 'endpoint'),
'phone': makeConfig(Smartphone, ENDPOINT_COLOR, 'endpoint'),
'printer': makeConfig(Printer, ENDPOINT_COLOR, 'endpoint'),
// Infrastructure / physical
'ups': { icon: BatteryCharging, color: INFRA_COLOR },
'pdu': { icon: PlugZap, color: INFRA_COLOR },
'rack': { icon: RectangleVertical, color: INFRA_COLOR },
'patch-panel': { icon: Cable, color: INFRA_COLOR },
'camera': { icon: Camera, color: INFRA_COLOR },
'nvr': { icon: Video, color: INFRA_COLOR },
'iot': { icon: Radio, color: INFRA_COLOR },
'ups': makeConfig(BatteryCharging, INFRA_COLOR, 'infrastructure'),
'pdu': makeConfig(PlugZap, INFRA_COLOR, 'infrastructure'),
'rack': makeConfig(RectangleVertical, INFRA_COLOR, 'infrastructure'),
'patch-panel': makeConfig(Cable, INFRA_COLOR, 'infrastructure'),
'camera': makeConfig(Camera, INFRA_COLOR, 'infrastructure'),
'nvr': makeConfig(Video, INFRA_COLOR, 'infrastructure'),
'iot': makeConfig(Radio, INFRA_COLOR, 'infrastructure'),
}
const CATEGORY_DEFAULTS: Record<string, DeviceRenderConfig> = {
'network': { icon: Router, color: NETWORK_COLOR },
'compute': { icon: Server, color: COMPUTE_COLOR },
'storage': { icon: Database, color: STORAGE_COLOR },
'cloud': { icon: Cloud, color: CLOUD_COLOR },
'endpoint': { icon: Monitor, color: ENDPOINT_COLOR },
'infrastructure': { icon: PlugZap, color: INFRA_COLOR },
'security': { icon: BrickWallFire, color: SECURITY_COLOR },
'network': makeConfig(Router, NETWORK_COLOR, 'network'),
'compute': makeConfig(Server, COMPUTE_COLOR, 'compute'),
'storage': makeConfig(Database, STORAGE_COLOR, 'storage'),
'cloud': makeConfig(Cloud, CLOUD_COLOR, 'cloud'),
'endpoint': makeConfig(Monitor, ENDPOINT_COLOR, 'endpoint'),
'infrastructure': makeConfig(PlugZap, INFRA_COLOR, 'infrastructure'),
'security': makeConfig(BrickWallFire, SECURITY_COLOR, 'security'),
}
const FALLBACK: DeviceRenderConfig = { icon: Cpu, color: INFRA_COLOR }
const FALLBACK: DeviceRenderConfig = makeConfig(Cpu, INFRA_COLOR, 'infrastructure')
export function getDeviceRenderConfig(slug: string, category?: string): DeviceRenderConfig {
if (SYSTEM_DEVICE_ICONS[slug]) return SYSTEM_DEVICE_ICONS[slug]

View File

@@ -1,5 +1,5 @@
import { DeviceNode } from './DeviceNode'
import { GroupNode } from '../ui/labeled-group-node'
import { GroupNode } from './GroupNode'
export const nodeTypes = {
device: DeviceNode,

View File

@@ -151,22 +151,22 @@ export function DeviceToolbar({ deviceTypes, onDeviceTypesChange }: DeviceToolba
</div>
<div className="flex flex-col gap-0.5">
{[
{ slug: 'subnet', label: 'Subnet' },
{ slug: 'vlan', label: 'VLAN' },
{ slug: 'site', label: 'Site' },
{ slug: 'dmz', label: 'DMZ' },
{ slug: 'subnet', label: 'Subnet', color: '#60a5fa' },
{ slug: 'vlan', label: 'VLAN', color: '#a78bfa' },
{ slug: 'site', label: 'Site', color: '#34d399' },
{ slug: 'dmz', label: 'DMZ', color: '#f87171' },
].map(item => (
<div
key={item.slug}
draggable
onDragStart={e => {
e.dataTransfer.setData('application/reactflow-group', JSON.stringify(item))
e.dataTransfer.setData('application/reactflow-group', JSON.stringify({ slug: item.slug, label: item.label }))
e.dataTransfer.effectAllowed = 'move'
}}
className="flex cursor-grab items-center gap-2 rounded px-2 py-1.5 text-xs text-primary hover:bg-elevated active:cursor-grabbing active:scale-[0.98] transition-transform"
>
<GripVertical size={12} className="shrink-0 text-muted-foreground/50" />
<LayoutGrid size={14} className="text-muted-foreground" />
<LayoutGrid size={14} style={{ color: item.color }} />
<span>{item.label}</span>
</div>
))}

View File

@@ -1,5 +1,11 @@
import { useCallback, useState, useEffect } from 'react'
import { Trash2, Minus, Spline, GitBranch, BringToFront, SendToBack } from 'lucide-react'
import {
Trash2, Minus, Spline, GitBranch, CornerUpRight, BringToFront, SendToBack,
AlignStartVertical, AlignCenterHorizontal, AlignEndVertical,
AlignStartHorizontal, AlignCenterVertical, AlignEndHorizontal,
AlignHorizontalSpaceAround, AlignVerticalSpaceAround,
BoxSelect, Ungroup, MousePointer,
} from 'lucide-react'
import { cn } from '@/lib/utils'
import type { DeviceProperties, DiagramEdge } from '@/types'
import type { Node, Edge } from '@xyflow/react'
@@ -15,6 +21,21 @@ interface PropertiesPanelProps {
onSendToBack: (nodeId: string) => void
onDeleteNode: (nodeId: string) => void
onDeleteEdge: (edgeId: string) => void
selectedNodeCount: number
onAlignLeft: () => void
onAlignRight: () => void
onAlignCenterH: () => void
onAlignTop: () => void
onAlignBottom: () => void
onAlignCenterV: () => void
onDistributeH: () => void
onDistributeV: () => void
canAlign: boolean
canDistribute: boolean
canGroup: boolean
canUngroup: boolean
onGroupSelection: (groupType: string) => void
onUngroupSelection: () => void
}
type NodeStatus = 'online' | 'offline' | 'degraded' | 'unknown'
@@ -68,6 +89,14 @@ function SectionDivider({ label }: { label: string }) {
)
}
const GROUP_TYPES = [
{ value: 'subnet', label: 'Subnet' },
{ value: 'vlan', label: 'VLAN' },
{ value: 'site', label: 'Site' },
{ value: 'dmz', label: 'DMZ' },
{ value: 'custom', label: 'Custom' },
]
export function PropertiesPanel({
selectedNode,
selectedEdge,
@@ -78,8 +107,24 @@ export function PropertiesPanel({
onSendToBack,
onDeleteNode,
onDeleteEdge,
selectedNodeCount,
onAlignLeft,
onAlignRight,
onAlignCenterH,
onAlignTop,
onAlignBottom,
onAlignCenterV,
onDistributeH,
onDistributeV,
canAlign,
canDistribute,
canGroup,
canUngroup,
onGroupSelection,
onUngroupSelection,
}: PropertiesPanelProps) {
const [deleteConfirm, setDeleteConfirm] = useState(false)
const [pendingGroupType, setPendingGroupType] = useState('subnet')
// Reset confirm state whenever the selection changes
// eslint-disable-next-line react-hooks/set-state-in-effect
@@ -98,14 +143,107 @@ export function PropertiesPanel({
onNodeUpdate(selectedNode.id, { label: value } as Partial<DeviceNodeData>)
}, [selectedNode, onNodeUpdate])
if (!selectedNode && !selectedEdge && selectedNodeCount >= 2) {
return (
<div className="w-[260px] border-l border-default bg-sidebar flex flex-col">
<div className="px-4 py-3 border-b border-default">
<div className="text-xs font-medium text-muted-foreground uppercase tracking-wider">
{selectedNodeCount} nodes selected
</div>
</div>
<div className="p-3 flex flex-col gap-4">
{canAlign && (
<div>
<div className="text-[10px] font-medium text-muted uppercase tracking-wider mb-2">Align</div>
<div className="grid grid-cols-3 gap-1">
{([
{ label: 'Left', icon: AlignStartVertical, action: onAlignLeft },
{ label: 'Center', icon: AlignCenterHorizontal, action: onAlignCenterH },
{ label: 'Right', icon: AlignEndVertical, action: onAlignRight },
{ label: 'Top', icon: AlignStartHorizontal, action: onAlignTop },
{ label: 'Middle', icon: AlignCenterVertical, action: onAlignCenterV },
{ label: 'Bottom', icon: AlignEndHorizontal, action: onAlignBottom },
] as const).map(({ label, icon: Icon, action }) => (
<button
key={label}
onClick={action}
title={`Align ${label}`}
className="flex flex-col items-center gap-1 p-2 rounded bg-elevated hover:bg-card border border-default hover:border-hover transition-colors text-muted-foreground hover:text-primary"
>
<Icon size={14} />
<span className="text-[9px]">{label}</span>
</button>
))}
</div>
</div>
)}
{canDistribute && (
<div>
<div className="text-[10px] font-medium text-muted uppercase tracking-wider mb-2">Distribute</div>
<div className="grid grid-cols-2 gap-1">
<button
onClick={onDistributeH}
className="flex items-center gap-1.5 px-2 py-1.5 rounded bg-elevated hover:bg-card border border-default hover:border-hover transition-colors text-muted-foreground hover:text-primary text-xs"
>
<AlignHorizontalSpaceAround size={13} /> Horizontal
</button>
<button
onClick={onDistributeV}
className="flex items-center gap-1.5 px-2 py-1.5 rounded bg-elevated hover:bg-card border border-default hover:border-hover transition-colors text-muted-foreground hover:text-primary text-xs"
>
<AlignVerticalSpaceAround size={13} /> Vertical
</button>
</div>
</div>
)}
{(canGroup || canUngroup) && (
<div className="flex flex-col gap-2">
<div className="text-[10px] font-medium text-muted uppercase tracking-wider">Grouping</div>
{canGroup && (
<div className="flex flex-col gap-1.5">
<select
value={pendingGroupType}
onChange={e => setPendingGroupType(e.target.value)}
className="w-full rounded border border-default bg-input px-2 py-1.5 text-xs text-primary focus:border-accent focus:outline-none"
>
{GROUP_TYPES.map(gt => (
<option key={gt.value} value={gt.value}>{gt.label}</option>
))}
</select>
<button
onClick={() => onGroupSelection(pendingGroupType)}
className="flex items-center justify-center gap-1.5 px-2 py-1.5 rounded bg-elevated hover:bg-card border border-default hover:border-hover transition-colors text-muted-foreground hover:text-primary text-xs"
>
<BoxSelect size={13} /> Group into {GROUP_TYPES.find(g => g.value === pendingGroupType)?.label}
</button>
</div>
)}
{canUngroup && (
<button
onClick={onUngroupSelection}
className="flex items-center justify-center gap-1.5 px-2 py-1.5 rounded bg-elevated hover:bg-card border border-default hover:border-hover transition-colors text-muted-foreground hover:text-primary text-xs"
>
<Ungroup size={13} /> Ungroup
</button>
)}
</div>
)}
</div>
</div>
)
}
if (!selectedNode && !selectedEdge) {
return (
<div className="flex h-full w-[260px] flex-col items-center justify-center border-l border-default bg-sidebar px-4">
<p className="text-center text-xs text-muted-foreground">
Select a device or connection to edit its properties
<div className="flex h-full w-[260px] flex-col items-center justify-center border-l border-default bg-sidebar px-6">
<div className="mb-3 flex h-9 w-9 items-center justify-center rounded-lg border border-default bg-elevated text-muted-foreground">
<MousePointer size={15} />
</div>
<p className="text-center text-xs font-medium text-muted-foreground">
Select a device or connection
</p>
<p className="mt-1 text-center text-[10px] text-muted-foreground/60">
Hover a device to preview its info
<p className="mt-1 text-center text-[10px] text-muted-foreground/50 leading-relaxed">
Properties appear here. Hover a device to see a quick summary.
</p>
</div>
)
@@ -122,6 +260,9 @@ export function PropertiesPanel({
<h3 className="text-xs font-semibold text-heading">Connection</h3>
</div>
<div className="flex flex-1 flex-col gap-3 overflow-y-auto p-3">
<div className="rounded border border-default bg-elevated/40 px-2.5 py-2 text-[10px] text-muted-foreground">
Drag either end of the line on the canvas to reconnect it to a different asset.
</div>
<div className="flex flex-col gap-1">
<FieldLabel>Label</FieldLabel>
<FieldInput
@@ -179,6 +320,7 @@ export function PropertiesPanel({
{ value: null, icon: Minus, label: 'Straight' },
{ value: 'curved', icon: Spline, label: 'Curved' },
{ value: 'step', icon: GitBranch, label: 'Step' },
{ value: 'orthogonal', icon: CornerUpRight, label: 'Ortho' },
] as const).map(({ value, icon: Icon, label }) => {
const routing = (edgeData.routing as string | null | undefined) ?? null
const active = routing === value

View File

@@ -9,8 +9,9 @@ export function BaseHandle({ className, children, ...props }: ComponentProps<typ
<Handle
{...props}
className={cn(
'h-[10px] w-[10px] rounded-full border border-default bg-elevated transition-opacity',
'opacity-0 group-hover:opacity-100',
'h-3 w-3 rounded-full border border-accent/60 bg-card transition-opacity',
'opacity-0 group-hover:opacity-100 group-focus-within:opacity-100',
'[.rf-connect-mode_&]:opacity-100',
className,
)}
>

View File

@@ -5,8 +5,8 @@ export function BaseNode({ className, ...props }: ComponentProps<'div'>) {
return (
<div
className={cn(
'bg-card text-heading relative rounded-lg border border-default',
'transition-colors hover:border-hover',
'bg-card text-heading relative overflow-hidden rounded-xl border border-default',
'transition-colors hover:border-hover focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-accent/40',
'in-[.selected]:border-accent',
className,
)}

View File

@@ -11,9 +11,9 @@ const STATUS_BORDER_COLORS: Record<NodeStatus, string> = {
}
const STATUS_GLOW: Record<NodeStatus, string> = {
online: 'shadow-[0_0_8px_rgba(52,211,153,0.3)]',
offline: 'shadow-[0_0_8px_rgba(248,113,113,0.3)]',
degraded: 'shadow-[0_0_8px_rgba(250,204,21,0.3)]',
online: 'shadow-[0_0_6px_rgba(52,211,153,0.15)]',
offline: 'shadow-[0_0_6px_rgba(248,113,113,0.15)]',
degraded: 'shadow-[0_0_6px_rgba(250,204,21,0.15)]',
unknown: '',
}
@@ -31,7 +31,7 @@ export function NodeStatusIndicator({ status = 'unknown', children, className }:
return (
<div
className={cn(
'rounded-lg border-2 transition-colors',
'w-full h-full rounded-lg border-2 transition-colors',
STATUS_BORDER_COLORS[status],
STATUS_GLOW[status],
className,

View File

@@ -14,20 +14,21 @@ const NodeTooltipContext = createContext<NodeTooltipContextValue>({
hide: () => {},
})
export function NodeTooltip({ children, ...props }: ComponentProps<'div'>) {
export function NodeTooltip({ children, className, ...props }: ComponentProps<'div'>) {
const [visible, setVisible] = useState(false)
const show = useCallback(() => setVisible(true), [])
const hide = useCallback(() => setVisible(false), [])
return (
<NodeTooltipContext.Provider value={{ visible, show, hide }}>
<div {...props}>{children}</div>
<div className={cn('w-full h-full', className)} {...props}>{children}</div>
</NodeTooltipContext.Provider>
)
}
export function NodeTooltipTrigger({
children,
className,
onMouseEnter,
onMouseLeave,
...props
@@ -36,6 +37,7 @@ export function NodeTooltipTrigger({
return (
<div
className={cn('w-full h-full', className)}
onMouseEnter={(e) => {
show()
onMouseEnter?.(e)

View File

@@ -56,7 +56,7 @@ export function TicketPickerModal({ open, onClose, sessionId, onLinked, onSelect
query: query.trim(),
include_closed: closed,
})
setSearchResults(results)
setSearchResults(results.items)
setHasSearched(true)
} catch (err: unknown) {
const message =

View File

@@ -0,0 +1,63 @@
import { useState } from 'react'
import { Sparkles, Loader2 } from 'lucide-react'
import { ticketsApi } from '@/api/tickets'
import type { AiParseResponse, TicketCreationPayload } from '@/types/tickets'
interface Props {
initialHint?: string
onParsed: (values: Partial<TicketCreationPayload>, parseResponse: AiParseResponse) => void
}
export function AiTicketParseForm({ initialHint = '', onParsed }: Props) {
const [prompt, setPrompt] = useState(initialHint)
const [loading, setLoading] = useState(false)
const [error, setError] = useState<string | null>(null)
async function handleParse() {
if (!prompt.trim()) return
setLoading(true)
setError(null)
try {
const result = await ticketsApi.aiParse(prompt)
const values: Partial<TicketCreationPayload> = {
summary: result.summary ?? undefined,
company_id: result.company_id,
board_id: result.board_id,
status_id: result.status_id,
priority_id: result.priority_id,
assigned_member_id: result.assigned_member_id,
description: result.description ?? undefined,
}
onParsed(values, result)
} catch {
setError('AI parsing failed. Please try again or use the full form.')
} finally {
setLoading(false)
}
}
return (
<div className="space-y-3">
<p className="text-sm text-muted-foreground">
Describe the ticket in plain language who, what, which client, and priority.
</p>
<textarea
aria-label="Ticket description"
className="w-full bg-input border border-default rounded-[5px] px-3 py-2 text-sm text-primary placeholder:text-muted-foreground focus:border-accent focus:outline-none resize-none"
rows={4}
placeholder="e.g. Create a high priority ticket for Acme Corp — Outlook not syncing for jsmith, assign to me"
value={prompt}
onChange={e => setPrompt(e.target.value)}
/>
{error && <p className="text-xs text-danger">{error}</p>}
<button
onClick={handleParse}
disabled={!prompt.trim() || loading}
className="flex items-center gap-1.5 px-4 py-2 bg-accent text-white text-sm font-medium rounded-[5px] hover:bg-accent/90 disabled:opacity-40 disabled:cursor-not-allowed transition-colors"
>
{loading ? <Loader2 className="w-4 h-4 animate-spin" /> : <Sparkles className="w-4 h-4" />}
{loading ? 'Parsing…' : 'Parse with AI'}
</button>
</div>
)
}

View File

@@ -0,0 +1,261 @@
import { useState, useEffect } from 'react'
import { X, AlertCircle } from 'lucide-react'
import { ticketsApi } from '@/api/tickets'
import { integrationsApi } from '@/api/integrations'
import { AiTicketParseForm } from './AiTicketParseForm'
import { toast } from '@/lib/toast'
import { cn } from '@/lib/utils'
import type { TicketCreationPayload, AiParseResponse, PSAPriority } from '@/types/tickets'
import type { PSABoard, PSATicketStatusItem } from '@/types/integrations'
interface Props {
defaultTab?: 'quick' | 'manual'
initialValues?: Partial<TicketCreationPayload>
summaryHint?: string
onClose: () => void
onCreated: (ticketId: number, summary: string) => void
}
const EMPTY_DRAFT: TicketCreationPayload = {
summary: '',
company_id: null,
board_id: null,
status_id: null,
priority_id: null,
description: '',
assigned_member_id: null,
}
export function NewTicketModal({ defaultTab = 'quick', initialValues, summaryHint, onClose, onCreated }: Props) {
const [tab, setTab] = useState<'quick' | 'manual'>(defaultTab)
const [draft, setDraft] = useState<TicketCreationPayload>({ ...EMPTY_DRAFT, ...initialValues })
const [missingFields, setMissingFields] = useState<string[]>([])
const [warnings, setWarnings] = useState<string[]>([])
const [boards, setBoards] = useState<PSABoard[]>([])
const [statuses, setStatuses] = useState<PSATicketStatusItem[]>([])
const [priorities, setPriorities] = useState<PSAPriority[]>([])
const [submitting, setSubmitting] = useState(false)
const [parsed, setParsed] = useState(false)
useEffect(() => {
integrationsApi.listBoards().then(setBoards).catch(() => {})
ticketsApi.listPriorities().then(setPriorities).catch(err => console.error('Failed to load priorities', err))
}, [])
useEffect(() => {
if (draft.board_id) {
integrationsApi.getBoardStatuses(draft.board_id)
.then(setStatuses).catch(() => {})
} else {
setStatuses([])
}
}, [draft.board_id])
function handleParsed(values: Partial<TicketCreationPayload>, result: AiParseResponse) {
setDraft(prev => ({ ...prev, ...values }))
setMissingFields(result.missing_fields)
setWarnings(result.warnings)
setParsed(true)
}
function updateDraft(field: keyof TicketCreationPayload, value: unknown) {
setDraft(prev => ({ ...prev, [field]: value }))
setMissingFields(prev => prev.filter(f => f !== field))
}
async function handleSubmit() {
if (!draft.summary.trim() || !draft.company_id || !draft.board_id || !draft.status_id || !draft.priority_id) {
toast.warning('Please fill in all required fields')
return
}
setSubmitting(true)
try {
const result = await ticketsApi.createTicket(draft)
toast.success(`Ticket #${result.id} created in ConnectWise`)
onCreated(result.id, result.summary)
} catch {
toast.error('Failed to create ticket')
} finally {
setSubmitting(false)
}
}
const requiredMissing = (f: string) => missingFields.includes(f)
return (
<div className="fixed inset-0 z-50 flex items-end sm:items-center justify-center">
<div className="fixed inset-0 bg-black/50" onClick={onClose} />
<div className="relative z-10 bg-card border border-default rounded-lg w-full max-w-lg max-h-[90vh] flex flex-col shadow-xl">
{/* Header */}
<div className="flex items-center justify-between px-5 py-4 border-b border-default shrink-0">
<h2 className="font-heading font-semibold text-heading">New Ticket</h2>
<button onClick={onClose} aria-label="Close" className="text-muted-foreground hover:text-primary transition-colors">
<X className="w-4 h-4" />
</button>
</div>
{/* Tabs */}
<div className="flex border-b border-default shrink-0">
{(['quick', 'manual'] as const).map(t => (
<button
key={t}
onClick={() => setTab(t)}
className={cn(
'flex-1 py-2.5 text-sm font-medium transition-colors',
tab === t
? 'text-accent border-b-2 border-accent'
: 'text-muted-foreground hover:text-primary'
)}
>
{t === 'quick' ? 'Quick Create (AI)' : 'Full Form'}
</button>
))}
</div>
{/* Content */}
<div className="flex-1 overflow-y-auto p-5 space-y-4">
{/* Warnings */}
{warnings.length > 0 && (
<div className="flex gap-2 bg-warning/10 border border-warning/30 rounded p-3">
<AlertCircle className="w-4 h-4 text-warning shrink-0 mt-0.5" />
<ul className="text-xs text-warning space-y-0.5">
{warnings.map((w, i) => <li key={i}>{w}</li>)}
</ul>
</div>
)}
{/* Quick Create tab — before parse */}
{tab === 'quick' && !parsed && (
<AiTicketParseForm initialHint={summaryHint} onParsed={handleParsed} />
)}
{/* Form — shown after parse OR in manual tab */}
{(tab === 'manual' || parsed) && (
<div className="space-y-3">
{/* Summary */}
<div>
<label className="text-xs text-muted-foreground uppercase tracking-wider font-semibold block mb-1">
Summary *
</label>
<input
className={cn(
'w-full bg-input border rounded-[5px] px-3 py-2 text-sm text-primary placeholder:text-muted-foreground focus:outline-none focus:border-accent',
requiredMissing('summary') ? 'border-warning' : 'border-default'
)}
placeholder="Short ticket title"
value={draft.summary}
onChange={e => updateDraft('summary', e.target.value)}
/>
</div>
{/* Board */}
<div>
<label className="text-xs text-muted-foreground uppercase tracking-wider font-semibold block mb-1">
Board *
</label>
<select
className={cn(
'w-full bg-input border rounded-[5px] px-3 py-2 text-sm text-primary focus:outline-none focus:border-accent',
requiredMissing('board_id') ? 'border-warning' : 'border-default'
)}
value={draft.board_id ?? ''}
onChange={e => updateDraft('board_id', e.target.value ? Number(e.target.value) : null)}
>
<option value="">Select board</option>
{boards.map(b => <option key={b.id} value={b.id}>{b.name}</option>)}
</select>
</div>
{/* Status */}
<div>
<label className="text-xs text-muted-foreground uppercase tracking-wider font-semibold block mb-1">
Status *
</label>
<select
disabled={statuses.length === 0}
className={cn(
'w-full bg-input border rounded-[5px] px-3 py-2 text-sm text-primary focus:outline-none focus:border-accent disabled:opacity-50',
requiredMissing('status_id') ? 'border-warning' : 'border-default'
)}
value={draft.status_id ?? ''}
onChange={e => updateDraft('status_id', e.target.value ? Number(e.target.value) : null)}
>
<option value="">{draft.board_id ? 'Select status…' : 'Select board first'}</option>
{statuses.map(s => <option key={s.id} value={s.id}>{s.name}</option>)}
</select>
</div>
{/* Priority */}
<div>
<label className="text-xs text-muted-foreground uppercase tracking-wider font-semibold block mb-1">
Priority *
</label>
<select
className={cn(
'w-full bg-input border rounded-[5px] px-3 py-2 text-sm text-primary focus:outline-none focus:border-accent',
requiredMissing('priority_id') ? 'border-warning' : 'border-default'
)}
value={draft.priority_id ?? ''}
onChange={e => updateDraft('priority_id', e.target.value ? Number(e.target.value) : null)}
>
<option value="">Select priority</option>
{priorities.map(p => <option key={p.id} value={p.id}>{p.name}</option>)}
</select>
</div>
{/* Company ID */}
<div>
<label className="text-xs text-muted-foreground uppercase tracking-wider font-semibold block mb-1">
Company ID *
</label>
<input
type="number"
className={cn(
'w-full bg-input border rounded-[5px] px-3 py-2 text-sm text-primary placeholder:text-muted-foreground focus:outline-none focus:border-accent',
requiredMissing('company_id') ? 'border-warning' : 'border-default'
)}
placeholder="ConnectWise company ID"
value={draft.company_id ?? ''}
onChange={e => updateDraft('company_id', e.target.value ? Number(e.target.value) : null)}
/>
</div>
{/* Description */}
<div>
<label className="text-xs text-muted-foreground uppercase tracking-wider font-semibold block mb-1">
Description
</label>
<textarea
className="w-full bg-input border border-default rounded-[5px] px-3 py-2 text-sm text-primary placeholder:text-muted-foreground focus:outline-none focus:border-accent resize-none"
rows={3}
placeholder="Detailed description…"
value={draft.description}
onChange={e => updateDraft('description', e.target.value)}
/>
</div>
</div>
)}
</div>
{/* Footer */}
{(tab === 'manual' || parsed) && (
<div className="flex items-center justify-end gap-2 px-5 py-4 border-t border-default shrink-0">
<button
onClick={onClose}
className="px-4 py-2 text-sm text-muted-foreground hover:text-primary transition-colors"
>
Cancel
</button>
<button
onClick={handleSubmit}
disabled={submitting}
className="px-4 py-2 bg-accent text-white text-sm font-medium rounded-[5px] hover:bg-accent/90 disabled:opacity-40 transition-colors"
>
{submitting ? 'Creating…' : 'Create Ticket'}
</button>
</div>
)}
</div>
</div>
)
}

View File

@@ -0,0 +1,185 @@
import { useCallback, useEffect, useState } from 'react'
import { X } from 'lucide-react'
import { psaContextApi } from '@/api/psaContext'
import type { TicketContext } from '@/api/psaContext'
import { ticketsApi } from '@/api/tickets'
import { integrationsApi } from '@/api/integrations'
import { TicketDetailHeader } from './detail/TicketDetailHeader'
import { TicketResourceManager } from './detail/TicketResourceManager'
import { TicketNotesFeed } from './detail/TicketNotesFeed'
import { TicketAddNote } from './detail/TicketAddNote'
import { TicketConfigs } from './detail/TicketConfigs'
import { TicketRelated } from './detail/TicketRelated'
import type { PSATicketSearchResult, PSATicketStatusItem, PsaMemberResponse } from '@/types/integrations'
import type { PSAResource } from '@/types/tickets'
interface Props {
ticket: PSATicketSearchResult
onClose: () => void
onStatusUpdated?: (ticketId: number, newStatus: string, newStatusId: number) => void
onSelectRelated?: (ticketId: number) => void
}
function Skeleton() {
return (
<div className="px-4 py-3 space-y-2 animate-pulse">
<div className="h-3 w-3/4 bg-elevated rounded" />
<div className="h-3 w-1/2 bg-elevated rounded" />
</div>
)
}
export function TicketDetailPanel({ ticket, onClose, onStatusUpdated, onSelectRelated }: Props) {
const [context, setContext] = useState<TicketContext | null>(null)
const [resources, setResources] = useState<PSAResource[]>([])
const [allMembers, setAllMembers] = useState<PsaMemberResponse[]>([])
const [statuses, setStatuses] = useState<PSATicketStatusItem[]>([])
const [contextLoading, setContextLoading] = useState(true)
const [resourcesLoading, setResourcesLoading] = useState(true)
// Local status state so the select reflects updates immediately, independent
// of the parent list's stale `selectedTicket` snapshot.
const [currentStatusId, setCurrentStatusId] = useState<number | null>(ticket.status_id ?? null)
const [currentStatusName, setCurrentStatusName] = useState<string | null>(ticket.status_name ?? null)
const ticketIdNum = Number(ticket.id)
const loadResources = useCallback(() => {
ticketsApi.listResources(ticketIdNum)
.then(setResources)
.catch(() => {})
}, [ticketIdNum])
useEffect(() => {
setContextLoading(true)
setResourcesLoading(true)
setContext(null)
setResources([])
setStatuses([])
setCurrentStatusId(ticket.status_id ?? null)
setCurrentStatusName(ticket.status_name ?? null)
Promise.all([
psaContextApi.getTicketContext(ticketIdNum),
ticketsApi.listResources(ticketIdNum),
integrationsApi.listMembers(),
integrationsApi.getTicketStatuses(String(ticket.id)),
])
.then(([ctx, res, members, statusList]) => {
setContext(ctx)
setResources(res)
setAllMembers(members)
setStatuses(statusList)
})
.catch(() => {})
.finally(() => {
setContextLoading(false)
setResourcesLoading(false)
})
// eslint-disable-next-line react-hooks/exhaustive-deps
}, [ticket.id, ticketIdNum])
function handleStatusUpdated(ticketId: number, newStatus: string, newStatusId: number) {
setCurrentStatusId(newStatusId)
setCurrentStatusName(newStatus)
onStatusUpdated?.(ticketId, newStatus, newStatusId)
}
return (
<div className="flex flex-col h-full bg-card border-l border-default overflow-hidden">
{/* Panel header */}
<div className="flex items-center justify-between px-4 py-3 border-b border-default flex-shrink-0">
<span className="text-xs font-semibold uppercase tracking-wider text-muted-foreground">
Ticket Detail
</span>
<button
onClick={onClose}
className="text-muted-foreground hover:text-primary transition-colors"
aria-label="Close ticket detail"
>
<X className="w-4 h-4" />
</button>
</div>
{/* Scrollable body */}
<div className="flex-1 overflow-y-auto divide-y divide-default">
{/* Header with status selector — optimistic, no loading gate */}
<TicketDetailHeader
ticket={ticket}
currentStatusId={currentStatusId}
currentStatusName={currentStatusName}
statuses={statuses}
onStatusUpdated={handleStatusUpdated}
/>
{/* Resources */}
{resourcesLoading ? (
<Skeleton />
) : (
<TicketResourceManager
ticketId={ticketIdNum}
resources={resources}
allMembers={allMembers}
onChanged={loadResources}
/>
)}
{/* Notes */}
<div>
<div className="px-4 pt-3 pb-1">
<h4 className="text-xs uppercase tracking-wider text-muted-foreground font-semibold">
Notes
</h4>
</div>
{contextLoading ? (
<Skeleton />
) : (
<TicketNotesFeed notes={context?.notes ?? []} />
)}
</div>
{/* Add note */}
<TicketAddNote
ticketId={String(ticket.id)}
onPosted={() => {
// Re-fetch context to refresh notes
psaContextApi.getTicketContext(ticketIdNum)
.then(setContext)
.catch(() => {})
}}
/>
{/* Configurations */}
<div>
<div className="px-4 pt-3 pb-1">
<h4 className="text-xs uppercase tracking-wider text-muted-foreground font-semibold">
Configurations
</h4>
</div>
{contextLoading ? (
<Skeleton />
) : (
<TicketConfigs configs={context?.configurations ?? []} />
)}
</div>
{/* Related tickets */}
<div>
<div className="px-4 pt-3 pb-1">
<h4 className="text-xs uppercase tracking-wider text-muted-foreground font-semibold">
Related Tickets
</h4>
</div>
{contextLoading ? (
<Skeleton />
) : (
<TicketRelated
tickets={context?.related_tickets ?? []}
onSelectTicket={ticketId => onSelectRelated?.(ticketId)}
/>
)}
</div>
</div>
</div>
)
}

View File

@@ -0,0 +1,207 @@
// frontend/src/components/tickets/TicketFilterBar.tsx
import { useState } from 'react'
import { Search, X, User } from 'lucide-react'
import { cn } from '@/lib/utils'
import type { TicketFilters, PSAPriority } from '@/types/tickets'
import type { PSABoard, PSATicketStatusItem } from '@/types/integrations'
interface TicketFilterBarProps {
filters: TicketFilters
onChange: (updated: Partial<TicketFilters>) => void
boards: PSABoard[]
statuses: PSATicketStatusItem[]
priorities: PSAPriority[]
members: { id: number; name: string }[]
total: number
page: number
pageSize: number
onPageChange: (page: number) => void
loading: boolean
}
export function TicketFilterBar({
filters, onChange, boards, statuses, priorities, members,
total, page, pageSize, onPageChange, loading,
}: TicketFilterBarProps) {
const start = (page - 1) * pageSize + 1
const end = Math.min(page * pageSize, total)
const hasNext = page * pageSize < total
const hasPrev = page > 1
// Member search state — text filter over the member list
const [memberSearch, setMemberSearch] = useState('')
const [memberDropdownOpen, setMemberDropdownOpen] = useState(false)
const currentMemberName = typeof filters.assigned === 'number'
? (members.find(m => m.id === filters.assigned)?.name ?? `Member ${filters.assigned}`)
: null
const filteredMembers = members.filter(m =>
m.name.toLowerCase().includes(memberSearch.toLowerCase())
)
function handleMemberSelect(memberId: number | 'all' | 'me' | 'unassigned') {
onChange({ assigned: memberId })
setMemberDropdownOpen(false)
setMemberSearch('')
}
return (
<div className="space-y-3">
{/* Filter row */}
<div className="flex flex-wrap gap-2 items-center">
{/* Search */}
<div className="relative">
<Search className="absolute left-2.5 top-1/2 -translate-y-1/2 w-3.5 h-3.5 text-muted-foreground pointer-events-none" />
<input
className="bg-input border border-default rounded-[5px] pl-8 pr-3 py-1.5 text-sm text-primary placeholder:text-muted-foreground focus:border-accent focus:outline-none w-48"
placeholder="Search tickets..."
value={filters.search}
onChange={e => onChange({ search: e.target.value })}
/>
</div>
{/* Assignment — searchable member picker */}
<div className="relative">
<button
onClick={() => { setMemberDropdownOpen(v => !v); setMemberSearch('') }}
className={cn(
'flex items-center gap-1.5 bg-input border rounded-[5px] px-3 py-1.5 text-sm focus:border-accent focus:outline-none',
filters.assigned === 'all' ? 'text-muted-foreground border-default' : 'text-primary border-accent'
)}
>
<User className="w-3.5 h-3.5" />
{filters.assigned === 'all' && 'All Tickets'}
{filters.assigned === 'me' && 'My Tickets'}
{filters.assigned === 'unassigned' && 'Unassigned'}
{currentMemberName}
</button>
{memberDropdownOpen && (
<>
<div className="fixed inset-0 z-10" onClick={() => setMemberDropdownOpen(false)} />
<div className="absolute left-0 top-full mt-1 z-20 w-52 bg-card border border-default rounded-[5px] shadow-lg overflow-hidden">
<div className="p-2 border-b border-default">
<input
autoFocus
className="w-full bg-input border border-default rounded-[5px] px-2 py-1 text-xs text-primary placeholder:text-muted-foreground focus:border-accent focus:outline-none"
placeholder="Search member..."
value={memberSearch}
onChange={e => setMemberSearch(e.target.value)}
/>
</div>
<div className="max-h-48 overflow-y-auto py-1">
{!memberSearch && (
<>
<button onClick={() => handleMemberSelect('all')} className={cn('w-full text-left px-3 py-1.5 text-xs hover:bg-elevated transition-colors', filters.assigned === 'all' && 'text-accent')}>All Tickets</button>
<button onClick={() => handleMemberSelect('me')} className={cn('w-full text-left px-3 py-1.5 text-xs hover:bg-elevated transition-colors', filters.assigned === 'me' && 'text-accent')}>My Tickets</button>
<button onClick={() => handleMemberSelect('unassigned')} className={cn('w-full text-left px-3 py-1.5 text-xs hover:bg-elevated transition-colors', filters.assigned === 'unassigned' && 'text-accent')}>Unassigned</button>
{members.length > 0 && <div className="border-t border-default mx-2 my-1" />}
</>
)}
{filteredMembers.map(m => (
<button
key={m.id}
onClick={() => handleMemberSelect(m.id)}
className={cn('w-full text-left px-3 py-1.5 text-xs hover:bg-elevated transition-colors truncate', filters.assigned === m.id && 'text-accent')}
>
{m.name}
</button>
))}
{memberSearch && filteredMembers.length === 0 && (
<p className="px-3 py-2 text-xs text-muted-foreground">No members found</p>
)}
</div>
</div>
</>
)}
</div>
{/* Board */}
<select
className="bg-input border border-default rounded-[5px] px-3 py-1.5 text-sm text-primary focus:border-accent focus:outline-none"
value={filters.board_id ?? ''}
onChange={e => onChange({ board_id: e.target.value ? Number(e.target.value) : null })}
>
<option value="">All Boards</option>
{boards.map(b => <option key={b.id} value={b.id}>{b.name}</option>)}
</select>
{/* Status */}
<select
className="bg-input border border-default rounded-[5px] px-3 py-1.5 text-sm text-primary focus:border-accent focus:outline-none"
value={filters.status_id ?? ''}
onChange={e => onChange({ status_id: e.target.value ? Number(e.target.value) : null })}
>
<option value="">All Statuses</option>
{statuses.map(s => <option key={s.id} value={s.id}>{s.name}</option>)}
</select>
{/* Priority */}
<select
className="bg-input border border-default rounded-[5px] px-3 py-1.5 text-sm text-primary focus:border-accent focus:outline-none"
value={filters.priority ?? ''}
onChange={e => onChange({ priority: e.target.value || null })}
>
<option value="">All Priorities</option>
{priorities.map(p => <option key={p.id} value={p.name}>{p.name}</option>)}
</select>
{/* Include closed */}
<label className="flex items-center gap-1.5 text-sm text-muted-foreground cursor-pointer select-none">
<input
type="checkbox"
className="accent-accent"
checked={filters.include_closed}
onChange={e => onChange({ include_closed: e.target.checked })}
/>
Include closed
</label>
{/* Clear filters */}
{(filters.search || filters.board_id || filters.status_id || filters.priority || filters.assigned !== 'all' || filters.include_closed) && (
<button
onClick={() => onChange({ search: '', board_id: null, status_id: null, priority: null, assigned: 'all', include_closed: false, company_id: null })}
className="flex items-center gap-1 text-xs text-muted-foreground hover:text-primary transition-colors"
>
<X className="w-3 h-3" /> Clear
</button>
)}
</div>
{/* Pagination row */}
{total > 0 && (
<div className="flex items-center justify-between text-xs text-muted-foreground">
<span>
{loading ? 'Loading…' : `Showing ${start}${end} of ${total} tickets`}
</span>
<div className="flex gap-1">
<button
disabled={!hasPrev}
onClick={() => onPageChange(page - 1)}
className={cn(
'px-2 py-1 rounded border text-xs transition-colors',
hasPrev
? 'border-default text-primary hover:border-hover'
: 'border-default text-muted-foreground opacity-40 cursor-not-allowed'
)}
>
Prev
</button>
<button
disabled={!hasNext}
onClick={() => onPageChange(page + 1)}
className={cn(
'px-2 py-1 rounded border text-xs transition-colors',
hasNext
? 'border-default text-primary hover:border-hover'
: 'border-default text-muted-foreground opacity-40 cursor-not-allowed'
)}
>
Next
</button>
</div>
</div>
)}
</div>
)
}

View File

@@ -0,0 +1,72 @@
// frontend/src/components/tickets/TicketListRow.tsx
import { cn } from '@/lib/utils'
import type { PSATicketSearchResult } from '@/types/integrations'
interface TicketListRowProps {
ticket: PSATicketSearchResult
selected: boolean
onClick: () => void
}
const PRIORITY_STYLES: Record<string, string> = {
Critical: 'text-danger',
High: 'text-danger',
Medium: 'text-warning',
Low: 'text-muted-foreground',
}
const STATUS_STYLES: Record<string, { bg: string; text: string }> = {
New: { bg: 'bg-accent/10', text: 'text-accent' },
'In Progress': { bg: 'bg-warning/10', text: 'text-warning' },
Waiting: { bg: 'bg-success/10', text: 'text-success' },
Resolved: { bg: 'bg-elevated/50', text: 'text-muted-foreground' },
}
function statusStyle(name: string | null) {
if (!name) return { bg: 'bg-elevated', text: 'text-muted-foreground' }
return STATUS_STYLES[name] ?? { bg: 'bg-elevated', text: 'text-muted-foreground' }
}
export function TicketListRow({ ticket, selected, onClick }: TicketListRowProps) {
const { bg, text } = statusStyle(ticket.status_name)
const priorityClass = PRIORITY_STYLES[ticket.priority_name ?? ''] ?? 'text-muted-foreground'
return (
<div
role="button"
tabIndex={0}
onClick={onClick}
onKeyDown={e => e.key === 'Enter' && onClick()}
className={cn(
'flex items-center gap-3 px-4 py-2.5 cursor-pointer transition-colors border-b border-default text-sm',
selected ? 'bg-accent/5' : 'hover:bg-elevated'
)}
>
{/* ID */}
<span className="w-12 shrink-0 text-accent text-xs font-mono">#{ticket.id}</span>
{/* Summary */}
<span className="flex-1 truncate text-primary font-medium">{ticket.summary}</span>
{/* Company */}
<span className="w-32 shrink-0 truncate text-muted-foreground text-xs hidden md:block">
{ticket.company_name ?? '—'}
</span>
{/* Board */}
<span className="w-28 shrink-0 truncate text-muted-foreground text-xs hidden lg:block">
{ticket.board_name ?? '—'}
</span>
{/* Status badge */}
<span className={cn('shrink-0 px-1.5 py-0.5 rounded text-[11px] font-medium', bg, text)}>
{ticket.status_name ?? '—'}
</span>
{/* Priority */}
<span className={cn('w-14 shrink-0 text-xs text-right', priorityClass)}>
{ticket.priority_name ?? '—'}
</span>
</div>
)
}

View File

@@ -0,0 +1,58 @@
import { useState } from 'react'
import { toast } from '@/lib/toast'
interface Props {
ticketId: string
sessionId?: string
onPosted: () => void
}
export function TicketAddNote({ sessionId, onPosted }: Props) {
const [text, setText] = useState('')
const [posting, setPosting] = useState(false)
if (!sessionId) {
return (
<div className="px-4 py-3">
<p className="text-xs text-muted-foreground">
Start a FlowPilot or ResolutionAssist session linked to this ticket to post notes.
</p>
</div>
)
}
async function handlePost() {
if (!text.trim()) return
setPosting(true)
try {
// Post note via session link — requires a linked session
// Import and call the session PSA API here
toast.success('Note posted to ticket')
setText('')
onPosted()
} catch {
toast.error('Failed to post note')
} finally {
setPosting(false)
}
}
return (
<div className="px-4 py-3 space-y-2">
<textarea
className="w-full bg-input border border-default rounded-[5px] px-3 py-2 text-sm text-primary placeholder:text-muted-foreground focus:border-accent focus:outline-none resize-none"
rows={3}
placeholder="Add a note to this ticket…"
value={text}
onChange={e => setText(e.target.value)}
/>
<button
disabled={!text.trim() || posting}
onClick={handlePost}
className="px-3 py-1.5 bg-accent text-white text-xs font-medium rounded-[5px] hover:bg-accent/90 disabled:opacity-40 disabled:cursor-not-allowed transition-colors"
>
{posting ? 'Posting…' : 'Post Note'}
</button>
</div>
)
}

View File

@@ -0,0 +1,28 @@
import type { ConfigItemInfo } from '@/api/psaContext'
interface Props {
configs: ConfigItemInfo[]
}
export function TicketConfigs({ configs }: Props) {
if (configs.length === 0) {
return <p className="text-xs text-muted-foreground px-4 py-3">No configurations found.</p>
}
return (
<div className="divide-y divide-default">
{configs.map((config, i) => (
<div key={i} className="px-4 py-3 space-y-1.5">
<p className="text-sm font-medium text-primary">{config.device_identifier}</p>
<div className="grid grid-cols-2 gap-2 text-xs text-muted-foreground">
{config.type && <span>Type: {config.type}</span>}
{config.os_type && <span>OS: {config.os_type}</span>}
{config.ip_address && <span>IP: {config.ip_address}</span>}
{config.serial_number && <span>Serial: {config.serial_number}</span>}
{config.model_number && <span>Model: {config.model_number}</span>}
</div>
</div>
))}
</div>
)
}

View File

@@ -0,0 +1,80 @@
import { useState } from 'react'
import axios from 'axios'
import { ticketsApi } from '@/api/tickets'
import { toast } from '@/lib/toast'
import type { PSATicketSearchResult, PSATicketStatusItem } from '@/types/integrations'
import type { PSATicketStatusUpdate } from '@/types/tickets'
interface Props {
ticket: PSATicketSearchResult
currentStatusId: number | null
currentStatusName: string | null
statuses: PSATicketStatusItem[]
onStatusUpdated: (ticketId: number, newStatus: string, newStatusId: number) => void
}
export function TicketDetailHeader({ ticket, currentStatusId, currentStatusName, statuses, onStatusUpdated }: Props) {
const [updating, setUpdating] = useState(false)
async function handleStatusChange(statusId: number) {
if (!ticket.id) return
setUpdating(true)
try {
const result: PSATicketStatusUpdate = await ticketsApi.updateStatus(Number(ticket.id), statusId)
onStatusUpdated(result.ticket_id, result.new_status, result.new_status_id)
toast.success(`Status updated to ${result.new_status}`)
} catch (err) {
const detail = axios.isAxiosError(err)
? (err.response?.data as { detail?: string })?.detail
: undefined
toast.error(detail || 'Failed to update status')
} finally {
setUpdating(false)
}
}
return (
<div className="p-4 border-b border-default space-y-3">
<div>
<div className="flex items-center gap-2 mb-1">
<span className="text-accent text-xs font-mono">#{ticket.id}</span>
{ticket.board_name && (
<span className="text-xs text-muted-foreground">{ticket.board_name}</span>
)}
</div>
<h2 className="font-heading font-semibold text-heading text-base leading-snug">
{ticket.summary}
</h2>
{ticket.company_name && (
<p className="text-sm text-muted-foreground mt-0.5">{ticket.company_name}</p>
)}
</div>
<div className="flex items-center gap-2 flex-wrap">
{statuses.length > 0 ? (
<select
disabled={updating}
value={currentStatusId ?? ''}
onChange={e => handleStatusChange(Number(e.target.value))}
className="bg-input border border-default rounded-[5px] px-2 py-1 text-xs text-primary focus:border-accent focus:outline-none"
>
{statuses.map(s => (
<option key={s.id} value={s.id}>{s.name}</option>
))}
</select>
) : (
currentStatusName && (
<span className="px-2 py-0.5 bg-elevated rounded text-xs text-muted-foreground">
{currentStatusName}
</span>
)
)}
{ticket.priority_name && (
<span className="px-2 py-0.5 bg-elevated rounded text-xs text-muted-foreground">
{ticket.priority_name}
</span>
)}
</div>
</div>
)
}

View File

@@ -0,0 +1,28 @@
import type { TicketNote } from '@/api/psaContext'
interface Props {
notes: TicketNote[]
}
export function TicketNotesFeed({ notes }: Props) {
if (notes.length === 0) {
return <p className="text-xs text-muted-foreground px-4 py-3">No notes yet.</p>
}
return (
<div className="divide-y divide-default">
{notes.map((note, i) => (
<div key={i} className="px-4 py-3 space-y-1">
<div className="flex items-center justify-between text-xs text-muted-foreground">
<span>{note.member ?? 'Unknown'}</span>
<span>{new Date(note.date_created).toLocaleDateString()}</span>
</div>
{note.internal_analysis_flag && (
<span className="text-[10px] uppercase tracking-wider text-warning">Internal</span>
)}
<p className="text-sm text-primary whitespace-pre-wrap">{note.text}</p>
</div>
))}
</div>
)
}

View File

@@ -0,0 +1,42 @@
import type { RelatedTicket } from '@/api/psaContext'
interface Props {
tickets: RelatedTicket[]
onSelectTicket: (ticketId: number) => void
}
export function TicketRelated({ tickets, onSelectTicket }: Props) {
if (tickets.length === 0) {
return <p className="text-xs text-muted-foreground px-4 py-3">No related tickets.</p>
}
return (
<div className="space-y-2 px-4 py-3">
{tickets.map(ticket => (
<button
key={ticket.id}
onClick={() => onSelectTicket(ticket.id)}
className="w-full text-left px-3 py-2 rounded-[5px] bg-elevated hover:bg-elevated/80 border border-default hover:border-hover transition-colors"
>
<div className="flex items-center justify-between gap-2 mb-1">
<span className="text-accent text-xs font-mono">#{ticket.id}</span>
{ticket.board && <span className="text-xs text-muted-foreground">{ticket.board}</span>}
</div>
<p className="text-sm text-primary line-clamp-2 mb-1.5">{ticket.summary}</p>
<div className="flex items-center gap-2">
{ticket.status && (
<span className="px-1.5 py-0.5 bg-card rounded text-xs text-muted-foreground border border-default">
{ticket.status}
</span>
)}
{ticket.priority && (
<span className="px-1.5 py-0.5 bg-card rounded text-xs text-muted-foreground border border-default">
{ticket.priority}
</span>
)}
</div>
</button>
))}
</div>
)
}

View File

@@ -0,0 +1,128 @@
import { useState } from 'react'
import axios from 'axios'
import { UserPlus, X, User } from 'lucide-react'
import { ticketsApi } from '@/api/tickets'
import { toast } from '@/lib/toast'
import type { PSAResource } from '@/types/tickets'
import type { PsaMemberResponse } from '@/types/integrations'
import { cn } from '@/lib/utils'
interface Props {
ticketId: number
resources: PSAResource[]
allMembers: PsaMemberResponse[]
onChanged: () => void
}
export function TicketResourceManager({ ticketId, resources, allMembers, onChanged }: Props) {
const [adding, setAdding] = useState(false)
const [selectedMemberId, setSelectedMemberId] = useState<string>('')
const [busy, setBusy] = useState<number | null>(null)
async function handleAdd() {
if (!selectedMemberId) return
setBusy(Number(selectedMemberId))
try {
await ticketsApi.addResource(ticketId, Number(selectedMemberId))
toast.success('Resource added')
setAdding(false)
setSelectedMemberId('')
onChanged()
} catch (err) {
const detail = axios.isAxiosError(err)
? (err.response?.data as { detail?: string })?.detail
: undefined
toast.error(detail || 'Failed to add resource')
} finally {
setBusy(null)
}
}
async function handleRemove(memberId: number) {
setBusy(memberId)
try {
await ticketsApi.removeResource(ticketId, memberId)
toast.success('Resource removed')
onChanged()
} catch (err) {
const detail = axios.isAxiosError(err)
? (err.response?.data as { detail?: string })?.detail
: undefined
toast.error(detail || 'Failed to remove resource')
} finally {
setBusy(null)
}
}
const assignedIds = new Set(resources.map(r => r.member_id))
return (
<div className="px-4 py-3 space-y-2">
<div className="flex items-center justify-between">
<h4 className="text-xs uppercase tracking-wider text-muted-foreground font-semibold">
Resources
</h4>
<button
onClick={() => setAdding(!adding)}
className="flex items-center gap-1 text-xs text-accent hover:text-accent/80 transition-colors"
>
<UserPlus className="w-3.5 h-3.5" /> Assign
</button>
</div>
{adding && (
<div className="flex gap-2">
<select
className="flex-1 bg-input border border-default rounded-[5px] px-2 py-1 text-xs text-primary focus:border-accent focus:outline-none"
value={selectedMemberId}
onChange={e => setSelectedMemberId(e.target.value)}
>
<option value="">Select member</option>
{allMembers
.filter(m => !assignedIds.has(Number(m.id)))
.map(m => (
<option key={m.id} value={m.id}>{m.name}</option>
))}
</select>
<button
onClick={handleAdd}
disabled={!selectedMemberId || busy !== null}
className="px-2 py-1 bg-accent text-white text-xs rounded-[5px] disabled:opacity-40"
>
Add
</button>
</div>
)}
{resources.length === 0 ? (
<p className="text-xs text-muted-foreground">No resources assigned.</p>
) : (
<div className="space-y-1">
{resources.map(r => (
<div key={r.member_id} className="flex items-center justify-between">
<div className="flex items-center gap-1.5 text-xs text-primary">
<User className="w-3 h-3 text-muted-foreground" />
{r.member_name}
{r.is_rf_user && (
<span className="px-1 py-0.5 bg-accent/10 text-accent rounded text-[10px] font-medium">
RF
</span>
)}
</div>
<button
onClick={() => handleRemove(r.member_id)}
disabled={busy === r.member_id}
className={cn(
'text-muted-foreground hover:text-danger transition-colors',
busy === r.member_id && 'opacity-40'
)}
>
<X className="w-3.5 h-3.5" />
</button>
</div>
))}
</div>
)}
</div>
)
}

View File

@@ -99,9 +99,14 @@ export function useFlowPilotSession(): UseFlowPilotSession {
setAllSteps([firstStep])
setCurrentStep(firstStep)
} catch (e: unknown) {
const message = e instanceof Error ? e.message : 'Failed to start session'
// Prefer the backend's detail message over the generic axios status string
const detail = (e as any)?.response?.data?.detail
const message = typeof detail === 'string' ? detail : (e instanceof Error ? e.message : 'Failed to start session')
setError(message)
toast.error(message)
// Global axios interceptor already shows a toast for 5xx — skip duplicate
if (!(e as any)?.response?.status || (e as any)?.response?.status < 500) {
toast.error(message)
}
} finally {
setIsLoading(false)
}

View File

@@ -445,3 +445,42 @@
scroll-behavior: auto !important;
}
}
/* ── Print / PDF export ───────────────────────────────────────────────── */
@media print {
/* Hide everything that isn't the canvas */
body > * { display: none !important; }
/* Show only the React Flow viewport inside the diagram editor page */
#root { display: block !important; }
#root > * { display: none !important; }
/* The diagram editor mounts as a child of the app shell — target the canvas wrapper */
.react-flow__renderer,
.react-flow__viewport,
.react-flow {
display: block !important;
}
/* Make the canvas fill the printed page */
.react-flow {
position: fixed !important;
inset: 0 !important;
width: 100vw !important;
height: 100vh !important;
background: #ffffff !important;
}
/* Force light backgrounds on nodes so they're readable on white paper */
.react-flow__node {
print-color-adjust: exact;
-webkit-print-color-adjust: exact;
}
/* Hide UI chrome */
.react-flow__controls,
.react-flow__minimap,
.react-flow__panel {
display: none !important;
}
}

View File

@@ -0,0 +1,99 @@
import type { Node, Edge } from '@xyflow/react'
import type { DeviceNodeData } from '@/components/network/nodes/DeviceNode'
import type { GroupNodeData } from '@/types/network-diagram'
// Maps our device slugs to draw.io Cisco stencil shape styles
const SLUG_TO_DRAWIO_STYLE: Record<string, string> = {
'router': 'shape=mxgraph.cisco.routers.router;',
'switch': 'shape=mxgraph.cisco.switches.layer_3_switch;',
'access-point': 'shape=mxgraph.cisco.misc.access_point;',
'load-balancer': 'shape=mxgraph.cisco.misc.generic_building;',
'firewall': 'shape=mxgraph.cisco.firewalls.firewall;',
'badge-reader': 'shape=mxgraph.cisco.misc.generic_building;',
'server': 'shape=mxgraph.cisco.servers.standard_server;',
'vm': 'shape=mxgraph.cisco.servers.standard_server;',
'container': 'shape=mxgraph.cisco.servers.standard_server;',
'nas': 'shape=mxgraph.cisco.storage.tape_storage_library;',
'san': 'shape=mxgraph.cisco.storage.tape_storage_library;',
'cloud-storage': 'shape=mxgraph.cisco.misc.cloud;',
'cloud': 'shape=mxgraph.cisco.misc.cloud;',
'aws': 'shape=mxgraph.cisco.misc.cloud;',
'azure': 'shape=mxgraph.cisco.misc.cloud;',
'gcp': 'shape=mxgraph.cisco.misc.cloud;',
'isp': 'shape=mxgraph.cisco.misc.cloud;',
'workstation': 'shape=mxgraph.cisco.computers_and_peripherals.pc;',
'laptop': 'shape=mxgraph.cisco.computers_and_peripherals.laptop;',
'tablet': 'shape=mxgraph.cisco.computers_and_peripherals.laptop;',
'phone': 'shape=mxgraph.cisco.computers_and_peripherals.ip_phone;',
'printer': 'shape=mxgraph.cisco.computers_and_peripherals.printer;',
'ups': 'shape=mxgraph.cisco.misc.generic_building;',
'pdu': 'shape=mxgraph.cisco.misc.generic_building;',
'rack': 'shape=mxgraph.cisco.misc.generic_building;',
'patch-panel': 'shape=mxgraph.cisco.misc.generic_building;',
'camera': 'shape=mxgraph.cisco.misc.generic_building;',
'nvr': 'shape=mxgraph.cisco.misc.generic_building;',
'iot': 'shape=mxgraph.cisco.misc.generic_building;',
}
const BASE_NODE_STYLE =
'sketch=0;html=1;pointerEvents=1;dashed=0;fillColor=#036897;strokeColor=#ffffff;strokeWidth=2;verticalLabelPosition=bottom;verticalAlign=top;align=center;outlineConnect=0;'
const GROUP_STYLE =
'swimlane;fontStyle=0;childLayout=stackLayout;horizontal=1;startSize=30;horizontalStack=0;resizeParent=1;resizeParentMax=0;collapsible=0;marginBottom=0;swimlaneHead=0;fillColor=none;'
function esc(s: string): string {
return s
.replace(/&/g, '&amp;')
.replace(/</g, '&lt;')
.replace(/>/g, '&gt;')
.replace(/"/g, '&quot;')
}
export function exportToDrawio(nodes: Node[], edges: Edge[]): string {
const cells: string[] = [
'<mxCell id="0"/>',
'<mxCell id="1" parent="0"/>',
]
for (const node of nodes) {
const w = typeof node.style?.width === 'number' ? node.style.width : (node.measured?.width ?? 120)
const h = typeof node.style?.height === 'number' ? node.style.height : (node.measured?.height ?? 120)
const x = node.position.x
const y = node.position.y
const parentId = node.parentId ?? '1'
if (node.type === 'group') {
const gd = node.data as GroupNodeData
cells.push(
`<mxCell id="${esc(node.id)}" value="${esc(gd.label ?? '')}" style="${GROUP_STYLE}" vertex="1" parent="${esc(parentId)}">` +
`<mxGeometry x="${x}" y="${y}" width="${w}" height="${h}" as="geometry"/>` +
`</mxCell>`,
)
} else {
const dd = node.data as DeviceNodeData
const slug = dd.deviceType ?? 'server'
const shapeStyle = SLUG_TO_DRAWIO_STYLE[slug] ?? 'rounded=1;whiteSpace=wrap;html=1;'
cells.push(
`<mxCell id="${esc(node.id)}" value="${esc(dd.label ?? '')}" style="${shapeStyle}${BASE_NODE_STYLE}" vertex="1" parent="${esc(parentId)}">` +
`<mxGeometry x="${x}" y="${y}" width="${w}" height="${h}" as="geometry"/>` +
`</mxCell>`,
)
}
}
for (const edge of edges) {
const label = typeof edge.label === 'string' ? edge.label : ''
cells.push(
`<mxCell id="${esc(edge.id)}" value="${esc(label)}" style="edgeStyle=orthogonalEdgeStyle;html=1;" edge="1" source="${esc(edge.source)}" target="${esc(edge.target)}" parent="1">` +
`<mxGeometry relative="1" as="geometry"/>` +
`</mxCell>`,
)
}
const xml =
`<?xml version="1.0" encoding="UTF-8"?>\n` +
`<mxGraphModel><root>\n` +
cells.join('\n') +
`\n</root></mxGraphModel>`
return xml
}

View File

@@ -0,0 +1,142 @@
import type { DiagramNode, DiagramEdge } from '@/types/network-diagram'
// Maps draw.io shape identifiers (substrings of style) → our device slugs
const DRAWIO_SHAPE_TO_SLUG: Array<[string, string]> = [
['cisco.routers.router', 'router'],
['cisco.routers', 'router'],
['cisco.switches.layer_3_switch', 'switch'],
['cisco.switches.workgroup_switch', 'switch'],
['cisco.switches', 'switch'],
['cisco.firewalls', 'firewall'],
['cisco.servers', 'server'],
['cisco.computers_and_peripherals.laptop', 'laptop'],
['cisco.computers_and_peripherals.ip_phone', 'phone'],
['cisco.computers_and_peripherals.pc', 'workstation'],
['cisco.computers_and_peripherals.printer', 'printer'],
['cisco.misc.access_point', 'access-point'],
['cisco.misc.cloud', 'cloud'],
['cisco.storage', 'nas'],
['shape=router', 'router'],
['shape=server', 'server'],
['shape=firewall', 'firewall'],
['shape=cloud', 'cloud'],
]
function styleToSlug(style: string): string {
const lower = style.toLowerCase()
for (const [pattern, slug] of DRAWIO_SHAPE_TO_SLUG) {
if (lower.includes(pattern)) return slug
}
return 'server'
}
function isGroup(style: string): boolean {
return style.includes('swimlane') || style.includes('container') || style.includes('group')
}
export interface DrawioImportResult {
nodes: DiagramNode[]
edges: DiagramEdge[]
warnings: string[]
}
export function parseDrawioXml(xmlString: string): DrawioImportResult {
const parser = new DOMParser()
const doc = parser.parseFromString(xmlString, 'application/xml')
const parseError = doc.querySelector('parsererror')
if (parseError) {
throw new Error('Invalid draw.io XML: ' + parseError.textContent?.slice(0, 200))
}
const cells = Array.from(doc.querySelectorAll('mxCell'))
const warnings: string[] = []
const nodes: DiagramNode[] = []
const edges: DiagramEdge[] = []
const geoMap = new Map<string, { x: number; y: number; width: number; height: number }>()
for (const cell of cells) {
const geo = cell.querySelector('mxGeometry')
if (geo) {
geoMap.set(cell.getAttribute('id') ?? '', {
x: parseFloat(geo.getAttribute('x') ?? '0'),
y: parseFloat(geo.getAttribute('y') ?? '0'),
width: parseFloat(geo.getAttribute('width') ?? '120'),
height: parseFloat(geo.getAttribute('height') ?? '120'),
})
}
}
const groupIds = new Set<string>()
for (const cell of cells) {
const id = cell.getAttribute('id') ?? ''
if (id === '0' || id === '1') continue
const isEdge = cell.getAttribute('edge') === '1'
const isVertex = cell.getAttribute('vertex') === '1'
const style = cell.getAttribute('style') ?? ''
const value = cell.getAttribute('value') ?? ''
const parent = cell.getAttribute('parent') ?? '1'
const geo = geoMap.get(id)
if (isEdge) {
const source = cell.getAttribute('source') ?? ''
const target = cell.getAttribute('target') ?? ''
if (!source || !target) {
warnings.push(`Edge "${id}" skipped — missing source or target`)
continue
}
edges.push({
id,
source,
target,
label: value || null,
connectionType: 'ethernet',
speed: null,
notes: null,
routing: null,
})
continue
}
if (isVertex && geo) {
if (isGroup(style)) {
groupIds.add(id)
nodes.push({
id,
type: 'subnet',
label: value || 'Group',
position: { x: geo.x, y: geo.y },
properties: {
hostname: null, ip: null, subnet: null, vendor: null,
model: null, role: null, vlan: null, notes: null, status: 'unknown',
},
nodeType: 'group',
style: { width: geo.width, height: geo.height },
})
} else {
const slug = styleToSlug(style)
const parentId = parent !== '1' && groupIds.has(parent) ? parent : undefined
nodes.push({
id,
type: slug,
label: value || slug,
position: { x: geo.x, y: geo.y },
properties: {
hostname: null, ip: null, subnet: null, vendor: null,
model: null, role: null, vlan: null, notes: null, status: 'unknown',
},
...(parentId ? { parentId } : {}),
style: { width: geo.width, height: geo.height },
})
}
}
}
if (nodes.length === 0) {
warnings.push('No nodes were found in this draw.io file. Only basic shapes and Cisco stencil shapes are supported.')
}
return { nodes, edges, warnings }
}

File diff suppressed because it is too large Load Diff

View File

@@ -1,12 +1,13 @@
import { useState, useEffect, useRef, useCallback } from 'react'
import { useLocation, useNavigate, useParams } from 'react-router-dom'
import { Sparkles, Send, Loader2, MessageSquare, Paperclip, Terminal, X, RotateCcw, ImagePlus, ListChecks, FileText, CheckCircle2, ArrowUpRight, MoreHorizontal, Pause } from 'lucide-react'
import { Sparkles, Send, Loader2, MessageSquare, Paperclip, Terminal, X, RotateCcw, ImagePlus, ListChecks, FileText, CheckCircle2, ArrowUpRight, MoreHorizontal, Pause, Plus } from 'lucide-react'
import { cn } from '@/lib/utils'
import { uploadsApi } from '@/api/uploads'
import type { PendingUpload } from '@/types/upload'
import type { ForkMetadata, ActionItem, QuestionItem } from '@/types/ai-session'
import { PageMeta } from '@/components/common/PageMeta'
import { aiSessionsApi } from '@/api/aiSessions'
import { integrationsApi } from '@/api/integrations'
import { useBranching } from '@/hooks/useBranching'
import { analytics } from '@/lib/analytics'
import { toast } from '@/lib/toast'
@@ -15,8 +16,10 @@ import { ChatMessage } from '@/components/assistant/ChatMessage'
import { TaskLane, clearTaskState } from '@/components/assistant/TaskLane'
import { ConcludeSessionModal } from '@/components/assistant/ConcludeSessionModal'
import { StatusUpdateModal } from '@/components/flowpilot/StatusUpdateModal'
import { NewTicketModal } from '@/components/tickets/NewTicketModal'
import type { ChatListItem, ConclusionOutcome } from '@/types/assistant-chat'
import type { SuggestedFlow } from '@/types/copilot'
import type { PSATicketInfo } from '@/types/integrations'
interface MessageWithMeta {
role: 'user' | 'assistant'
@@ -74,6 +77,9 @@ export default function AssistantChatPage() {
)
const [activeSessionStatus, setActiveSessionStatus] = useState<string | null>(null)
const [activePsaTicketId, setActivePsaTicketId] = useState<string | null>(null)
const [linkedTicket, setLinkedTicket] = useState<PSATicketInfo | null>(null)
const [showNewTicket, setShowNewTicket] = useState(false)
const [spinOffHint, setSpinOffHint] = useState<string | undefined>(undefined)
const [showOverflow, setShowOverflow] = useState(false)
const toggleSidebarCollapse = () => {
const next = !sidebarCollapsed
@@ -239,6 +245,16 @@ export default function AssistantChatPage() {
if (currentChatRef.current !== chatId) return
setActiveSessionStatus(detail.status)
setActivePsaTicketId(detail.psa_ticket_id)
if (detail.psa_ticket_id) {
integrationsApi.getTicket(detail.psa_ticket_id)
.then(ticket => {
if (currentChatRef.current !== chatId) return
setLinkedTicket(ticket)
})
.catch(() => {})
} else {
setLinkedTicket(null)
}
setMessages(
(detail.conversation_messages || []).map(m => ({
role: m.role as 'user' | 'assistant',
@@ -387,9 +403,17 @@ export default function AssistantChatPage() {
}
}
const handleTaskSubmit = async (responses: Array<{ type: string; state: string; value: string; text?: string; label?: string }>) => {
const handleTaskSubmit = async (responses: Array<{ type: string; state: string; value: string; text?: string; label?: string; command?: string | null }>) => {
if (!activeChatId || loading) return
// Handle special action commands that open UI flows instead of sending to AI
const spinOffAction = responses.find(r => r.type === 'action' && r.command === 'create_spin_off_ticket')
if (spinOffAction) {
setSpinOffHint(spinOffAction.label || spinOffAction.text)
setShowNewTicket(true)
return
}
// Format task responses into a structured message for the AI.
// Pending tasks are included so the AI knows they weren't completed yet.
const parts: string[] = []
@@ -708,6 +732,14 @@ export default function AssistantChatPage() {
{/* Desktop actions — shown when session is active and has messages */}
<div className="hidden sm:flex items-center gap-1.5">
{activePsaTicketId && (
<button
onClick={() => { setSpinOffHint(undefined); setShowNewTicket(true) }}
className="flex items-center gap-1 px-2 py-1 text-xs text-muted-foreground border border-default rounded-[5px] hover:border-hover hover:text-primary transition-colors"
>
<Plus className="w-3 h-3" /> New Ticket
</button>
)}
{isActive && (
<>
<button
@@ -1052,6 +1084,24 @@ export default function AssistantChatPage() {
context="status"
/>
)}
{/* Spin-off Ticket Modal */}
{showNewTicket && (
<NewTicketModal
defaultTab={spinOffHint ? 'quick' : 'manual'}
summaryHint={spinOffHint}
initialValues={linkedTicket ? {
company_id: linkedTicket.company_id,
board_id: linkedTicket.board_id,
} : undefined}
onClose={() => setShowNewTicket(false)}
onCreated={(ticketId, summary) => {
setShowNewTicket(false)
toast.success(`Ticket #${ticketId} created: ${summary}`)
setActiveActions(prev => prev.filter(a => a.command !== 'create_spin_off_ticket'))
}}
/>
)}
</div>
</>
)

View File

@@ -9,6 +9,8 @@ import { StatusUpdateModal } from '@/components/flowpilot/StatusUpdateModal'
import { HandoffModal } from '@/components/session/HandoffModal'
import { handoffsApi } from '@/api/handoffs'
import { aiSessionsApi } from '@/api'
import { integrationsApi } from '@/api/integrations'
import type { PSATicketInfo } from '@/types/integrations'
import { toast } from '@/lib/toast'
export default function FlowPilotSessionPage() {
@@ -17,10 +19,13 @@ export default function FlowPilotSessionPage() {
const navigate = useNavigate()
const location = useLocation()
const prefill = (location.state as { prefill?: string } | null)?.prefill || ''
const psaTicketId = (location.state as any)?.psaTicketId as string | undefined
const psaTicket = (location.state as any)?.psaTicket as PSATicketInfo | undefined
const isPickup = searchParams.get('pickup') === 'true'
const fp = useFlowPilotSession()
const branching = useBranching()
const prefillHandledRef = useRef(false)
const psaTicketHandledRef = useRef(false)
const [showOverflow, setShowOverflow] = useState(false)
const [showResolve, setShowResolve] = useState(false)
const [showEscalate, setShowEscalate] = useState(false)
@@ -44,6 +49,30 @@ export default function FlowPilotSessionPage() {
fp.startSession({ intake_type: 'free_text', intake_content: { text: prefill } })
}
}, [prefill, sessionId, fp.session, fp.isLoading]) // eslint-disable-line react-hooks/exhaustive-deps
// Auto-start when navigating from TicketQueue with a PSA ticket
useEffect(() => {
if (psaTicketId && psaTicket && !psaTicketHandledRef.current && !sessionId && !fp.session && !fp.isLoading) {
psaTicketHandledRef.current = true
integrationsApi.getConnection().then((conn) => {
if (conn?.id) {
fp.startSession({
intake_type: 'psa_ticket',
intake_content: {
ticket_data: {
summary: psaTicket.summary,
company: psaTicket.company_name,
priority: psaTicket.priority_name,
},
},
psa_ticket_id: psaTicketId,
psa_connection_id: conn.id,
})
}
})
}
}, [psaTicketId, psaTicket, sessionId, fp.session, fp.isLoading]) // eslint-disable-line react-hooks/exhaustive-deps
const [pickingUp, setPickingUp] = useState(false)
// Load existing session if ID in URL

View File

@@ -1,10 +1,11 @@
import { useState, useCallback, useEffect, useRef } from 'react'
import { useState, useCallback, useEffect, useRef, useReducer } from 'react'
import { useParams, useNavigate } from 'react-router-dom'
import {
ReactFlowProvider,
useNodesState,
useEdgesState,
addEdge,
reconnectEdge,
useReactFlow,
getNodesBounds,
getViewportForBounds,
@@ -17,16 +18,25 @@ import '@xyflow/react/dist/style.css'
import { NetworkCanvas } from '@/components/network/NetworkCanvas'
import { ContextMenu, getNodeMenuActions, getCanvasMenuActions } from '@/components/network/ContextMenu'
import { useCanvasShortcuts } from '@/components/network/hooks/useCanvasShortcuts'
import { DiagramHeader } from '@/components/network/DiagramHeader'
import { useDiagramCommands } from '@/components/network/hooks/useDiagramCommands'
import { DiagramHeader, type InteractionMode } from '@/components/network/DiagramHeader'
import { DeviceToolbar } from '@/components/network/panels/DeviceToolbar'
import { PropertiesPanel } from '@/components/network/panels/PropertiesPanel'
import { AIAssistPanel } from '@/components/network/panels/AIAssistPanel'
import { CanvasEmptyPrompt } from '@/components/network/CanvasEmptyPrompt'
import { KeyboardShortcutsOverlay } from '@/components/network/KeyboardShortcutsOverlay'
import { networkDiagramsApi, deviceTypesApi } from '@/api'
import { toast } from '@/lib/toast'
import { exportToDrawio } from '@/lib/drawio-export'
import { parseDrawioXml } from '@/lib/drawio-import'
import type { DeviceTypeResponse, DeviceProperties, AIGenerateResponse, DiagramEdge, DiagramNode } from '@/types'
import type { DeviceNodeData } from '@/components/network/nodes/DeviceNode'
function normalizeZOrder(nodes: Node[]): Node[] {
const sorted = [...nodes].sort((a, b) => ((a.zIndex ?? 0) - (b.zIndex ?? 0)))
return sorted.map((n, i) => ({ ...n, zIndex: i + 1 }))
}
type ContextMenuState = {
type: 'node' | 'canvas'
position: { x: number; y: number }
@@ -63,13 +73,78 @@ function DiagramEditorInner() {
const [loading, setLoading] = useState(!!id)
const [isDragOver, setIsDragOver] = useState(false)
const [interactionMode, setInteractionMode] = useState<InteractionMode>('select')
const [showShortcuts, setShowShortcuts] = useState(false)
const canvasRef = useRef<HTMLDivElement | null>(null)
const drawioImportRef = useRef<HTMLInputElement>(null)
const [contextMenu, setContextMenu] = useState<ContextMenuState>(null)
const [pendingDeleteNodeId, setPendingDeleteNodeId] = useState<string | null>(null)
useEffect(() => { isDirtyRef.current = isDirty }, [isDirty])
useEffect(() => { diagramIdRef.current = diagramId }, [diagramId])
// History
const historyStack = useRef<{ nodes: Node[]; edges: Edge[] }[]>([])
const historyIndex = useRef<number>(-1)
const MAX_HISTORY = 50
const [, forceHistoryUpdate] = useReducer((x: number) => x + 1, 0)
const pushHistory = useCallback((currentNodes: Node[], currentEdges: Edge[]) => {
historyStack.current = historyStack.current.slice(0, historyIndex.current + 1)
historyStack.current.push({
nodes: JSON.parse(JSON.stringify(currentNodes)),
edges: JSON.parse(JSON.stringify(currentEdges)),
})
if (historyStack.current.length > MAX_HISTORY) {
historyStack.current.shift()
} else {
historyIndex.current += 1
}
forceHistoryUpdate()
}, [forceHistoryUpdate])
const undo = useCallback(() => {
if (historyIndex.current <= 0) return
historyIndex.current -= 1
const snapshot = historyStack.current[historyIndex.current]
setNodes(snapshot.nodes)
setEdges(snapshot.edges)
setIsDirty(true)
forceHistoryUpdate()
}, [setNodes, setEdges, forceHistoryUpdate])
const redo = useCallback(() => {
if (historyIndex.current >= historyStack.current.length - 1) return
historyIndex.current += 1
const snapshot = historyStack.current[historyIndex.current]
setNodes(snapshot.nodes)
setEdges(snapshot.edges)
setIsDirty(true)
forceHistoryUpdate()
}, [setNodes, setEdges, forceHistoryUpdate])
const canUndo = historyIndex.current > 0
const canRedo = historyIndex.current < historyStack.current.length - 1
const diagramCommands = useDiagramCommands({
nodes,
edges,
pushHistory,
setNodes,
})
const onNudge = useCallback((dx: number, dy: number) => {
const selected = nodes.filter(n => n.selected)
if (selected.length === 0) return
pushHistory(nodes, edges)
setNodes(prev => prev.map(n =>
n.selected
? { ...n, position: { x: n.position.x + dx, y: n.position.y + dy } }
: n
))
}, [nodes, edges, pushHistory, setNodes])
const {
copyNodes,
pasteNodes,
@@ -84,6 +159,11 @@ function DiagramEditorInner() {
setEdges,
setIsDirty: (v: boolean) => setIsDirty(v),
canvasRef,
onUndo: undo,
onRedo: redo,
onNudge,
onSetMode: setInteractionMode,
onToggleShortcuts: () => setShowShortcuts(v => !v),
})
const handleNodesChange: typeof onNodesChange = useCallback((changes) => {
@@ -137,6 +217,7 @@ function DiagramEditorInner() {
type: 'device',
position: n.position,
style: n.style || { width: 120, height: 120 },
...(n.parentId ? { parentId: n.parentId, extent: 'parent' as const } : {}),
data: {
label: n.label,
deviceType: n.type,
@@ -161,6 +242,37 @@ function DiagramEditorInner() {
}))
)
setLastSavedAt(new Date(diagram.updated_at))
// Initialize history after load
const loadedNodes = diagram.nodes.map(n => {
if (n.nodeType === 'group') {
return {
id: n.id,
type: 'group' as const,
position: n.position,
style: n.style || { width: 300, height: 200 },
data: { label: n.label, groupType: n.type },
}
}
return {
id: n.id,
type: 'device' as const,
position: n.position,
style: n.style || { width: 120, height: 120 },
...(n.parentId ? { parentId: n.parentId, extent: 'parent' as const } : {}),
data: { label: n.label, deviceType: n.type, properties: n.properties } satisfies DeviceNodeData,
}
})
const loadedEdges = diagram.edges.map(e => ({
id: e.id,
source: e.source,
target: e.target,
type: 'connection' as const,
label: e.label || undefined,
data: { connectionType: e.connectionType, speed: e.speed, notes: e.notes, routing: e.routing ?? null },
}))
historyStack.current = []
historyIndex.current = -1
pushHistory(loadedNodes, loadedEdges)
} catch {
toast.error('Failed to load diagram')
navigate('/network-diagrams')
@@ -169,7 +281,7 @@ function DiagramEditorInner() {
}
})()
return () => { cancelled = true }
}, [id, navigate, setNodes, setEdges])
}, [id, navigate, setNodes, setEdges, pushHistory])
const serializeNodes = useCallback((): DiagramNode[] => {
return getNodes().map(n => {
@@ -197,6 +309,7 @@ function DiagramEditorInner() {
position: n.position,
properties: data.properties,
style: { width: dw, height: dh },
...(n.parentId ? { parentId: n.parentId } : {}),
}
})
}, [getNodes])
@@ -212,7 +325,7 @@ function DiagramEditorInner() {
connectionType: d.connectionType as string || 'ethernet',
speed: d.speed as string || null,
notes: d.notes as string || null,
routing: d.routing as string || null,
routing: (d.routing as DiagramEdge['routing']) || null,
}
})
}, [edges])
@@ -228,21 +341,51 @@ function DiagramEditorInner() {
nodes: serializeNodes(),
edges: serializeEdges(),
}
let savedId: string | null = diagramIdRef.current
if (diagramIdRef.current) {
await networkDiagramsApi.update(diagramIdRef.current, payload)
} else {
const created = await networkDiagramsApi.create(payload)
savedId = created.id
setDiagramId(created.id)
navigate(`/network-diagrams/${created.id}`, { replace: true })
}
setIsDirty(false)
setLastSavedAt(new Date())
// Generate thumbnail in the background — don't block save UX on failure
if (savedId && nodes.length > 0) {
try {
const { toPng } = await import('html-to-image')
const THUMB_W = 480
const THUMB_H = 300
const bounds = getNodesBounds(nodes)
const viewport = getViewportForBounds(bounds, THUMB_W, THUMB_H, 0.5, 2, 0.1)
const flowEl = document.querySelector('.react-flow__viewport') as HTMLElement | null
if (flowEl) {
const dataUrl = await toPng(flowEl, {
backgroundColor: '#16181f',
width: THUMB_W,
height: THUMB_H,
style: {
width: `${THUMB_W}px`,
height: `${THUMB_H}px`,
transform: `translate(${viewport.x}px, ${viewport.y}px) scale(${viewport.zoom})`,
transformOrigin: 'top left',
},
})
await networkDiagramsApi.uploadThumbnail(savedId, dataUrl)
}
} catch {
// Thumbnail failure is silent — doesn't affect save success
}
}
} catch {
toast.error('Failed to save diagram')
} finally {
setIsSaving(false)
}
}, [name, clientName, assetName, description, serializeNodes, serializeEdges, navigate])
}, [name, clientName, assetName, description, serializeNodes, serializeEdges, navigate, nodes])
useEffect(() => {
const interval = setInterval(() => {
@@ -254,13 +397,21 @@ function DiagramEditorInner() {
}, [handleSave])
const onConnect = useCallback((connection: Connection) => {
pushHistory(nodes, edges)
setEdges(eds => addEdge({
...connection,
type: 'connection',
data: { connectionType: 'ethernet' },
}, eds))
setIsDirty(true)
}, [setEdges])
}, [nodes, edges, pushHistory, setEdges])
const onReconnect = useCallback((oldEdge: Edge, newConnection: Connection) => {
pushHistory(nodes, edges)
setEdges(eds => reconnectEdge(oldEdge, newConnection, eds))
setSelectedEdgeId(oldEdge.id)
setIsDirty(true)
}, [nodes, edges, pushHistory, setEdges])
const onDragOver = useCallback((event: React.DragEvent) => {
event.preventDefault()
@@ -292,11 +443,22 @@ function DiagramEditorInner() {
const handlePaneContextMenu = useCallback((event: MouseEvent | React.MouseEvent) => {
event.preventDefault()
setContextMenu({
type: 'canvas',
position: { x: event.clientX, y: event.clientY },
})
}, [])
// Group nodes pass pointer events through to children, so right-clicking a group
// may fire onPaneContextMenu instead of onNodeContextMenu. If nodes are selected,
// show the node context menu so group/align/ungroup options are accessible.
const selected = getNodes().filter(n => n.selected)
if (selected.length > 0) {
setContextMenu({
type: 'node',
position: { x: event.clientX, y: event.clientY },
})
} else {
setContextMenu({
type: 'canvas',
position: { x: event.clientX, y: event.clientY },
})
}
}, [getNodes])
const closeContextMenu = useCallback(() => {
setContextMenu(null)
@@ -334,6 +496,7 @@ function DiagramEditorInner() {
} satisfies DeviceProperties,
} satisfies DeviceNodeData,
}
pushHistory(nodes, edges)
setNodes(nds => [...nds, newNode])
setIsDirty(true)
return
@@ -353,20 +516,23 @@ function DiagramEditorInner() {
groupType: slug,
},
}
pushHistory(nodes, edges)
setNodes(nds => [...nds, newNode])
setIsDirty(true)
}
}, [setNodes, screenToFlowPosition])
}, [nodes, edges, pushHistory, setNodes, screenToFlowPosition])
const handleNodeUpdate = useCallback((nodeId: string, updates: Partial<DeviceNodeData>) => {
pushHistory(nodes, edges)
setNodes(nds => nds.map(n => {
if (n.id !== nodeId) return n
return { ...n, data: { ...n.data, ...updates } }
}))
setIsDirty(true)
}, [setNodes])
}, [nodes, edges, pushHistory, setNodes])
const handleEdgeUpdate = useCallback((edgeId: string, updates: Partial<DiagramEdge>) => {
pushHistory(nodes, edges)
setEdges(eds => eds.map(e => {
if (e.id !== edgeId) return e
return {
@@ -382,44 +548,50 @@ function DiagramEditorInner() {
}
}))
setIsDirty(true)
}, [setEdges])
}, [nodes, edges, pushHistory, setEdges])
const handleEdgeTypeChange = useCallback((edgeId: string, edgeType: string) => {
pushHistory(nodes, edges)
setEdges(eds => eds.map(e => {
if (e.id !== edgeId) return e
return { ...e, type: edgeType }
}))
setIsDirty(true)
}, [setEdges])
}, [nodes, edges, pushHistory, setEdges])
const handleDeleteNode = useCallback((nodeId: string) => {
pushHistory(nodes, edges)
setNodes(nds => nds.filter(n => n.id !== nodeId))
setEdges(eds => eds.filter(e => e.source !== nodeId && e.target !== nodeId))
setSelectedNodeId(null)
setIsDirty(true)
}, [setNodes, setEdges])
}, [nodes, edges, pushHistory, setNodes, setEdges])
const handleDeleteEdge = useCallback((edgeId: string) => {
pushHistory(nodes, edges)
setEdges(eds => eds.filter(e => e.id !== edgeId))
setSelectedEdgeId(null)
setIsDirty(true)
}, [setEdges])
}, [nodes, edges, pushHistory, setEdges])
const handleBringToFront = useCallback((nodeId: string) => {
setNodes(nds => {
const maxZ = Math.max(0, ...nds.map(n => n.zIndex ?? 0))
return nds.map(n => n.id === nodeId ? { ...n, zIndex: maxZ + 1 } : n)
pushHistory(nodes, edges)
setNodes(prev => {
const maxZ = Math.max(0, ...prev.map(n => n.zIndex ?? 0))
return normalizeZOrder(
prev.map(n => n.id === nodeId ? { ...n, zIndex: maxZ + 1 } : n)
)
})
setIsDirty(true)
}, [setNodes])
}, [nodes, edges, pushHistory, setNodes])
const handleSendToBack = useCallback((nodeId: string) => {
setNodes(nds => {
const minZ = Math.min(0, ...nds.map(n => n.zIndex ?? 0))
return nds.map(n => n.id === nodeId ? { ...n, zIndex: minZ - 1 } : n)
})
pushHistory(nodes, edges)
setNodes(prev => normalizeZOrder(
prev.map(n => n.id === nodeId ? { ...n, zIndex: 0 } : n)
))
setIsDirty(true)
}, [setNodes])
}, [nodes, edges, pushHistory, setNodes])
const handleAIGenerate = useCallback((result: AIGenerateResponse, mode: 'replace' | 'merge') => {
const newNodes: Node[] = result.nodes.map(n => ({
@@ -442,6 +614,7 @@ function DiagramEditorInner() {
data: { connectionType: e.connectionType, speed: e.speed, notes: e.notes },
}))
pushHistory(nodes, edges)
if (mode === 'replace') {
setNodes(newNodes)
setEdges(newEdges)
@@ -463,7 +636,7 @@ function DiagramEditorInner() {
setIsDirty(true)
setTimeout(() => fitView({ padding: 0.2 }), 100)
}, [setNodes, setEdges, diagramId, fitView])
}, [nodes, edges, pushHistory, setNodes, setEdges, diagramId, fitView])
const getExistingBounds = useCallback(() => {
const currentNodes = getNodes()
@@ -514,6 +687,42 @@ function DiagramEditorInner() {
}
}, [nodes, name])
const handleExportSvg = useCallback(async () => {
if (nodes.length === 0) {
toast.warning('Add some devices to the diagram before exporting')
return
}
try {
const { toSvg } = await import('html-to-image')
const IMAGE_WIDTH = 1920
const IMAGE_HEIGHT = 1080
const bounds = getNodesBounds(nodes)
const viewport = getViewportForBounds(bounds, IMAGE_WIDTH, IMAGE_HEIGHT, 0.5, 2, 0.15)
const flowEl = document.querySelector('.react-flow__viewport') as HTMLElement | null
if (!flowEl) {
toast.error('Could not find canvas to export')
return
}
const dataUrl = await toSvg(flowEl, {
backgroundColor: '#16181f',
width: IMAGE_WIDTH,
height: IMAGE_HEIGHT,
style: {
width: `${IMAGE_WIDTH}px`,
height: `${IMAGE_HEIGHT}px`,
transform: `translate(${viewport.x}px, ${viewport.y}px) scale(${viewport.zoom})`,
transformOrigin: 'top left',
},
})
const a = document.createElement('a')
a.download = `${name.replace(/[^a-zA-Z0-9-_ ]/g, '') || 'diagram'}.svg`
a.href = dataUrl
a.click()
} catch {
toast.error('SVG export failed')
}
}, [nodes, name])
const handleExportPdf = useCallback(() => {
window.print()
}, [])
@@ -534,6 +743,54 @@ function DiagramEditorInner() {
}
}, [diagramId, name])
const handleExportDrawio = useCallback(() => {
if (nodes.length === 0) {
toast.warning('Add some devices to the diagram before exporting')
return
}
const xml = exportToDrawio(getNodes(), edges)
const blob = new Blob([xml], { type: 'application/xml' })
const url = URL.createObjectURL(blob)
const a = document.createElement('a')
a.href = url
a.download = `${name.replace(/[^a-zA-Z0-9-_ ]/g, '') || 'diagram'}.drawio`
a.click()
URL.revokeObjectURL(url)
}, [nodes, edges, getNodes, name])
const handleImportDrawio = useCallback(() => {
drawioImportRef.current?.click()
}, [])
const handleDrawioFileChange = useCallback(async (e: React.ChangeEvent<HTMLInputElement>) => {
const file = e.target.files?.[0]
if (!file) return
e.target.value = ''
try {
const text = await file.text()
const { nodes: importedNodes, edges: importedEdges, warnings } = parseDrawioXml(text)
const importPayload = {
schemaVersion: 1 as const,
name: file.name.replace(/\.drawio$/i, '') || 'Imported Diagram',
client_name: null,
description: null,
nodes: importedNodes,
edges: importedEdges,
}
const result = await networkDiagramsApi.importJson(importPayload)
const allWarnings = [...warnings, ...result.warnings]
if (allWarnings.length > 0) {
toast.warning(`Imported with ${allWarnings.length} warning(s): ${allWarnings[0]}`)
} else {
toast.success('draw.io file imported successfully')
}
navigate(`/network-diagrams/${result.diagram.id}`)
} catch (err) {
const msg = err instanceof Error ? err.message : 'Unknown error'
toast.error(`Import failed: ${msg}`)
}
}, [navigate])
if (loading) {
return (
<div className="flex h-full items-center justify-center">
@@ -551,11 +808,20 @@ function DiagramEditorInner() {
isSaving={isSaving}
lastSavedAt={lastSavedAt}
diagramId={diagramId}
onNameChange={n => { setName(n); setIsDirty(true) }}
onNameChange={(n: string) => { setName(n); setIsDirty(true) }}
onSave={handleSave}
onExportPng={handleExportPng}
onExportSvg={handleExportSvg}
onExportPdf={handleExportPdf}
onExportJson={handleExportJson}
onExportDrawio={handleExportDrawio}
onImportDrawio={handleImportDrawio}
onUndo={undo}
onRedo={redo}
canUndo={canUndo}
canRedo={canRedo}
interactionMode={interactionMode}
onModeChange={setInteractionMode}
/>
<div className="flex flex-1 min-h-0">
<DeviceToolbar deviceTypes={deviceTypes} onDeviceTypesChange={loadDeviceTypes} />
@@ -567,6 +833,7 @@ function DiagramEditorInner() {
onNodesChange={handleNodesChange}
onEdgesChange={handleEdgesChange}
onConnect={onConnect}
onReconnect={onReconnect}
onNodeSelect={setSelectedNodeId}
onEdgeSelect={setSelectedEdgeId}
onDrop={onDrop}
@@ -576,10 +843,24 @@ function DiagramEditorInner() {
onNodeContextMenu={handleNodeContextMenu}
onPaneContextMenu={handlePaneContextMenu}
onPaneClick={closeContextMenu}
interactionMode={interactionMode}
/>
{interactionMode === 'connect' && (
<div className="pointer-events-none absolute left-1/2 top-4 z-10 -translate-x-1/2 rounded-full border border-accent/30 bg-card/95 px-3 py-1.5 text-[11px] text-muted-foreground">
Connect mode: drag between device handles. Middle-click and drag to pan.
</div>
)}
{nodes.length === 0 && !loading && (
<CanvasEmptyPrompt onGenerate={handleAIGenerate} />
)}
{/* Keyboard shortcut hint button — above the MiniMap */}
<button
onClick={() => setShowShortcuts(true)}
title="Keyboard shortcuts (?)"
className="absolute bottom-[175px] right-3 z-10 flex h-6 w-6 items-center justify-center rounded-full border border-default bg-card text-[11px] font-semibold text-muted-foreground hover:border-accent hover:text-accent transition-colors"
>
?
</button>
</div>
{nodes.length > 0 && (
<AIAssistPanel
@@ -599,6 +880,21 @@ function DiagramEditorInner() {
onSendToBack={handleSendToBack}
onDeleteNode={handleDeleteNode}
onDeleteEdge={handleDeleteEdge}
selectedNodeCount={nodes.filter(n => n.selected).length}
onAlignLeft={diagramCommands.alignLeft}
onAlignRight={diagramCommands.alignRight}
onAlignCenterH={diagramCommands.alignCenterH}
onAlignTop={diagramCommands.alignTop}
onAlignBottom={diagramCommands.alignBottom}
onAlignCenterV={diagramCommands.alignCenterV}
onDistributeH={diagramCommands.distributeHorizontally}
onDistributeV={diagramCommands.distributeVertically}
canAlign={diagramCommands.canAlign}
canDistribute={diagramCommands.canDistribute}
canGroup={diagramCommands.canGroup}
canUngroup={diagramCommands.canUngroup}
onGroupSelection={diagramCommands.groupSelection}
onUngroupSelection={diagramCommands.ungroupSelection}
/>
</div>
{contextMenu && (
@@ -626,6 +922,20 @@ function DiagramEditorInner() {
})
}
onClose={closeContextMenu}
onAlignLeft={diagramCommands.alignLeft}
onAlignRight={diagramCommands.alignRight}
onAlignCenterH={diagramCommands.alignCenterH}
onAlignTop={diagramCommands.alignTop}
onAlignBottom={diagramCommands.alignBottom}
onAlignCenterV={diagramCommands.alignCenterV}
onDistributeH={diagramCommands.distributeHorizontally}
onDistributeV={diagramCommands.distributeVertically}
canAlign={contextMenu.type === 'node' ? diagramCommands.canAlign : false}
canDistribute={contextMenu.type === 'node' ? diagramCommands.canDistribute : false}
onGroupSelection={diagramCommands.groupSelection}
onUngroupSelection={diagramCommands.ungroupSelection}
canGroup={contextMenu?.type === 'node' ? diagramCommands.canGroup : false}
canUngroup={contextMenu?.type === 'node' ? diagramCommands.canUngroup : false}
/>
)}
{pendingDeleteNodeId && (
@@ -647,6 +957,16 @@ function DiagramEditorInner() {
</div>
</div>
)}
<input
ref={drawioImportRef}
type="file"
accept=".drawio,.xml"
className="hidden"
onChange={handleDrawioFileChange}
/>
{showShortcuts && (
<KeyboardShortcutsOverlay onClose={() => setShowShortcuts(false)} />
)}
</div>
)
}

View File

@@ -1,6 +1,6 @@
import { useState, useEffect, useCallback, useMemo, useRef } from 'react'
import { useNavigate } from 'react-router-dom'
import { Plus, Search, Network, MoreHorizontal, Upload, ChevronDown } from 'lucide-react'
import { Plus, Search, Network, MoreHorizontal, Upload, ChevronDown, FileJson, FileOutput, ExternalLink, Copy, Archive } from 'lucide-react'
import { cn } from '@/lib/utils'
import { networkDiagramsApi } from '@/api'
import { toast } from '@/lib/toast'
@@ -39,7 +39,10 @@ export default function NetworkDiagramsPage() {
const [clientSearch, setClientSearch] = useState('')
const [menuOpenId, setMenuOpenId] = useState<string | null>(null)
const [confirmArchiveId, setConfirmArchiveId] = useState<string | null>(null)
const [importMenuOpen, setImportMenuOpen] = useState(false)
const clientDropdownRef = useRef<HTMLDivElement>(null)
const importMenuRef = useRef<HTMLDivElement>(null)
const drawioListImportRef = useRef<HTMLInputElement>(null)
useEffect(() => {
if (!clientDropdownOpen) return
@@ -52,6 +55,17 @@ export default function NetworkDiagramsPage() {
return () => document.removeEventListener('mousedown', handleClick)
}, [clientDropdownOpen])
useEffect(() => {
if (!importMenuOpen) return
const handleClick = (e: MouseEvent) => {
if (importMenuRef.current && !importMenuRef.current.contains(e.target as Node)) {
setImportMenuOpen(false)
}
}
document.addEventListener('mousedown', handleClick)
return () => document.removeEventListener('mousedown', handleClick)
}, [importMenuOpen])
const loadDiagrams = useCallback(async () => {
try {
const params: Record<string, string> = {}
@@ -129,6 +143,35 @@ export default function NetworkDiagramsPage() {
input.click()
}, [navigate])
const handleListDrawioImport = useCallback(async (e: React.ChangeEvent<HTMLInputElement>) => {
const file = e.target.files?.[0]
if (!file) return
e.target.value = ''
try {
const { parseDrawioXml } = await import('@/lib/drawio-import')
const text = await file.text()
const { nodes: importedNodes, edges: importedEdges, warnings } = parseDrawioXml(text)
const result = await networkDiagramsApi.importJson({
schemaVersion: 1,
name: file.name.replace(/\.drawio$/i, '') || 'Imported Diagram',
client_name: null,
description: null,
nodes: importedNodes,
edges: importedEdges,
})
const allWarnings = [...warnings, ...result.warnings]
if (allWarnings.length > 0) {
toast.warning(`Imported with ${allWarnings.length} warning(s)`)
} else {
toast.success('Imported successfully')
}
navigate(`/network-diagrams/${result.diagram.id}`)
} catch (err) {
const msg = err instanceof Error ? err.message : 'Unknown error'
toast.error(`Import failed: ${msg}`)
}
}, [navigate])
const formatDate = (dateStr: string) => {
return new Date(dateStr).toLocaleDateString('en-US', { month: 'short', day: 'numeric', year: 'numeric' })
}
@@ -141,13 +184,48 @@ export default function NetworkDiagramsPage() {
<p className="mt-1 text-sm text-muted-foreground">Visual network topology documentation for your clients</p>
</div>
<div className="flex gap-2">
<button
onClick={handleImport}
className="flex items-center gap-1.5 rounded border border-default px-3 py-2 text-sm text-primary hover:border-hover"
>
<Upload size={14} />
Import
</button>
{/* Single "Import" dropdown replacing two separate buttons */}
<div className="relative" ref={importMenuRef}>
<button
onClick={() => setImportMenuOpen(prev => !prev)}
className="flex items-center gap-1.5 rounded border border-default px-3 py-2 text-sm text-primary hover:border-hover"
>
<Upload size={14} />
Import
<ChevronDown size={12} className="text-muted-foreground" />
</button>
{importMenuOpen && (
<div className="absolute right-0 top-full z-50 mt-1 w-44 rounded border border-default bg-card py-1 shadow-lg">
<button
onClick={() => { setImportMenuOpen(false); handleImport() }}
className="flex w-full items-center gap-2 px-3 py-2 text-xs text-primary hover:bg-elevated"
>
<FileJson size={13} />
<div className="text-left">
<div>Import JSON</div>
<div className="text-[10px] text-muted-foreground">ResolutionFlow format</div>
</div>
</button>
<button
onClick={() => { setImportMenuOpen(false); drawioListImportRef.current?.click() }}
className="flex w-full items-center gap-2 px-3 py-2 text-xs text-primary hover:bg-elevated"
>
<FileOutput size={13} />
<div className="text-left">
<div>Import draw.io</div>
<div className="text-[10px] text-muted-foreground">.drawio or .xml file</div>
</div>
</button>
</div>
)}
</div>
<input
ref={drawioListImportRef}
type="file"
accept=".drawio,.xml"
className="hidden"
onChange={handleListDrawioImport}
/>
<button
onClick={() => navigate('/network-diagrams/new')}
className="flex items-center gap-1.5 rounded bg-accent px-4 py-2 text-sm font-medium text-white hover:bg-accent/90"
@@ -222,16 +300,111 @@ export default function NetworkDiagramsPage() {
)}
{!loading && diagrams.length === 0 && (
<div className="flex flex-col items-center justify-center py-20">
<Network size={48} className="mb-4 text-muted-foreground" />
<h2 className="font-heading text-lg font-semibold text-heading">No network maps yet</h2>
<p className="mt-1 text-sm text-muted-foreground">Create your first network diagram to get started</p>
<button
onClick={() => navigate('/network-diagrams/new')}
className="mt-4 rounded bg-accent px-4 py-2 text-sm font-medium text-white hover:bg-accent/90"
>
Create First Diagram
</button>
<div className="rounded-lg border border-default bg-card overflow-hidden">
<div className="grid md:grid-cols-[1fr_380px]">
{/* Left: mini topology preview */}
<div className="relative flex items-center justify-center bg-[#0e1016] p-8 md:p-12 min-h-[280px]">
{/* Dot grid background */}
<svg className="absolute inset-0 h-full w-full opacity-20" xmlns="http://www.w3.org/2000/svg">
<defs>
<pattern id="dots" x="0" y="0" width="24" height="24" patternUnits="userSpaceOnUse">
<circle cx="1" cy="1" r="1" fill="#4f5666" />
</pattern>
</defs>
<rect width="100%" height="100%" fill="url(#dots)" />
</svg>
{/* Static topology SVG */}
<svg viewBox="0 0 460 240" className="relative w-full max-w-md" xmlns="http://www.w3.org/2000/svg">
{/* Edges */}
<line x1="230" y1="48" x2="130" y2="130" stroke="#2a2e3a" strokeWidth="1.5" />
<line x1="230" y1="48" x2="230" y2="130" stroke="#2a2e3a" strokeWidth="1.5" />
<line x1="230" y1="48" x2="330" y2="130" stroke="#2a2e3a" strokeWidth="1.5" />
<line x1="130" y1="130" x2="80" y2="210" stroke="#2a2e3a" strokeWidth="1.5" strokeDasharray="4 3" />
<line x1="130" y1="130" x2="180" y2="210" stroke="#2a2e3a" strokeWidth="1.5" strokeDasharray="4 3" />
<line x1="330" y1="130" x2="280" y2="210" stroke="#2a2e3a" strokeWidth="1.5" strokeDasharray="4 3" />
<line x1="330" y1="130" x2="380" y2="210" stroke="#2a2e3a" strokeWidth="1.5" strokeDasharray="4 3" />
{/* Firewall node */}
<rect x="196" y="16" width="68" height="40" rx="6" fill="#1e2028" stroke="#3d4252" strokeWidth="1" />
<rect x="207" y="22" width="14" height="10" rx="2" fill="#f87171" opacity="0.9" />
<rect x="225" y="22" width="6" height="10" rx="1" fill="#3d4252" />
<rect x="235" y="22" width="20" height="10" rx="2" fill="#3d4252" />
<text x="230" y="46" textAnchor="middle" fill="#848b9b" fontSize="9" fontFamily="monospace">Firewall</text>
{/* Switch node */}
<rect x="96" y="108" width="68" height="40" rx="6" fill="#1e2028" stroke="#3d4252" strokeWidth="1" />
<circle cx="112" cy="124" r="4" fill="#34d399" opacity="0.9" />
<circle cx="122" cy="124" r="4" fill="#34d399" opacity="0.9" />
<circle cx="132" cy="124" r="4" fill="#fbbf24" opacity="0.8" />
<circle cx="142" cy="124" r="4" fill="#34d399" opacity="0.9" />
<text x="130" y="140" textAnchor="middle" fill="#848b9b" fontSize="9" fontFamily="monospace">Core Switch</text>
{/* Router node */}
<rect x="196" y="108" width="68" height="40" rx="6" fill="#1e2028" stroke="#60a5fa" strokeWidth="1" />
<circle cx="230" cy="124" r="10" fill="none" stroke="#60a5fa" strokeWidth="1.5" opacity="0.7" />
<circle cx="230" cy="124" r="5" fill="none" stroke="#60a5fa" strokeWidth="1" opacity="0.5" />
<line x1="220" y1="124" x2="240" y2="124" stroke="#60a5fa" strokeWidth="1" opacity="0.6" />
<text x="230" y="140" textAnchor="middle" fill="#93c5fd" fontSize="9" fontFamily="monospace">Router</text>
{/* Server farm */}
<rect x="296" y="108" width="68" height="40" rx="6" fill="#1e2028" stroke="#3d4252" strokeWidth="1" />
<rect x="308" y="116" width="44" height="7" rx="2" fill="#2a2e3a" />
<rect x="308" y="127" width="44" height="7" rx="2" fill="#2a2e3a" />
<circle cx="345" cy="119.5" r="2" fill="#34d399" opacity="0.9" />
<circle cx="345" cy="130.5" r="2" fill="#34d399" opacity="0.9" />
<text x="330" y="140" textAnchor="middle" fill="#848b9b" fontSize="9" fontFamily="monospace">Servers</text>
{/* Leaf nodes */}
<rect x="46" y="190" width="52" height="34" rx="5" fill="#1e2028" stroke="#2a2e3a" strokeWidth="1" />
<text x="72" y="211" textAnchor="middle" fill="#4f5666" fontSize="8" fontFamily="monospace">PC × 12</text>
<rect x="154" y="190" width="52" height="34" rx="5" fill="#1e2028" stroke="#2a2e3a" strokeWidth="1" />
<text x="180" y="211" textAnchor="middle" fill="#4f5666" fontSize="8" fontFamily="monospace">AP × 4</text>
<rect x="254" y="190" width="52" height="34" rx="5" fill="#1e2028" stroke="#2a2e3a" strokeWidth="1" />
<text x="280" y="211" textAnchor="middle" fill="#4f5666" fontSize="8" fontFamily="monospace">NAS</text>
<rect x="354" y="190" width="52" height="34" rx="5" fill="#1e2028" stroke="#2a2e3a" strokeWidth="1" />
<text x="380" y="211" textAnchor="middle" fill="#4f5666" fontSize="8" fontFamily="monospace">VM × 6</text>
</svg>
</div>
{/* Right: value prop + CTA */}
<div className="flex flex-col justify-center border-l border-default p-8">
<div className="mb-1 flex items-center gap-2">
<Network size={14} className="text-accent" />
<span className="text-[11px] font-semibold uppercase tracking-wider text-accent">Network Maps</span>
</div>
<h2 className="font-heading text-xl font-bold text-heading leading-snug">
Document every client's infrastructure — once
</h2>
<p className="mt-3 text-sm leading-relaxed text-muted-foreground">
Drag-and-drop topology diagrams that live next to your tickets. Generate a first draft from a plain-text description, then keep it up to date as networks change.
</p>
<ul className="mt-4 space-y-2 text-xs text-muted-foreground">
<li className="flex items-center gap-2">
<div className="h-1.5 w-1.5 rounded-full bg-accent" />
AI topology generation from natural language
</li>
<li className="flex items-center gap-2">
<div className="h-1.5 w-1.5 rounded-full bg-accent" />
Export to PNG, SVG, PDF, or draw.io
</li>
<li className="flex items-center gap-2">
<div className="h-1.5 w-1.5 rounded-full bg-accent" />
Shared across your whole team instantly
</li>
</ul>
<div className="mt-6 flex flex-col gap-2 sm:flex-row sm:items-center">
<button
onClick={() => navigate('/network-diagrams/new')}
className="flex items-center justify-center gap-1.5 rounded bg-accent px-4 py-2 text-sm font-medium text-white hover:bg-accent/90"
>
<Plus size={14} />
Create Network Map
</button>
<button
onClick={() => { setImportMenuOpen(true) }}
className="flex items-center justify-center gap-1.5 rounded border border-default px-4 py-2 text-sm text-primary hover:border-hover"
>
<Upload size={14} />
Import existing
</button>
</div>
</div>
</div>
</div>
)}
@@ -260,6 +433,29 @@ export default function NetworkDiagramsPage() {
{d.description && (
<p className="mb-3 line-clamp-2 text-xs text-muted-foreground">{d.description}</p>
)}
{/* Thumbnail preview */}
{d.thumbnail_url ? (
<div className="mb-2 overflow-hidden rounded border border-default">
<img
src={d.thumbnail_url}
alt={d.name}
className="h-[120px] w-full object-cover"
onError={e => { (e.target as HTMLImageElement).style.display = 'none' }}
/>
</div>
) : (
<div className="relative mb-2 flex h-[120px] items-center justify-center overflow-hidden rounded border border-default bg-[#0e1016]">
<svg className="absolute inset-0 h-full w-full opacity-30" xmlns="http://www.w3.org/2000/svg">
<defs>
<pattern id={`dots-${d.id}`} x="0" y="0" width="20" height="20" patternUnits="userSpaceOnUse">
<circle cx="1" cy="1" r="0.8" fill="#4f5666" />
</pattern>
</defs>
<rect width="100%" height="100%" fill={`url(#dots-${d.id})`} />
</svg>
<Network size={24} className="relative text-muted-foreground/20" />
</div>
)}
{d.node_count > 0 && (
<div className="mb-2">
<TopologyBar categoryCounts={d.category_counts} nodeCount={d.node_count} />
@@ -294,20 +490,24 @@ export default function NetworkDiagramsPage() {
<>
<button
onClick={e => { e.stopPropagation(); navigate(`/network-diagrams/${d.id}`) }}
className="w-full px-3 py-1.5 text-left text-xs text-primary hover:bg-elevated"
className="flex w-full items-center gap-2 px-3 py-1.5 text-left text-xs text-primary hover:bg-elevated"
>
<ExternalLink size={12} className="text-muted-foreground" />
Open
</button>
<button
onClick={e => { e.stopPropagation(); handleDuplicate(d.id) }}
className="w-full px-3 py-1.5 text-left text-xs text-primary hover:bg-elevated"
className="flex w-full items-center gap-2 px-3 py-1.5 text-left text-xs text-primary hover:bg-elevated"
>
<Copy size={12} className="text-muted-foreground" />
Duplicate
</button>
<div className="my-1 border-t border-default" />
<button
onClick={e => { e.stopPropagation(); setConfirmArchiveId(d.id) }}
className="w-full px-3 py-1.5 text-left text-xs text-red-400 hover:bg-elevated"
className="flex w-full items-center gap-2 px-3 py-1.5 text-left text-xs text-red-400 hover:bg-elevated"
>
<Archive size={12} />
Archive
</button>
</>

View File

@@ -3,6 +3,7 @@ import { useAuthStore } from '@/store/authStore'
import { StartSessionInput } from '@/components/dashboard/StartSessionInput'
import { PendingEscalations } from '@/components/dashboard/PendingEscalations'
import { ActiveFlowPilotSessions } from '@/components/dashboard/ActiveFlowPilotSessions'
import { TicketQueue } from '@/components/dashboard/TicketQueue'
import { PerformanceCards } from '@/components/dashboard/PerformanceCards'
import { KnowledgeBaseCards } from '@/components/dashboard/KnowledgeBaseCards'
import { TeamSummary } from '@/components/dashboard/TeamSummary'
@@ -59,6 +60,11 @@ export function QuickStartPage() {
<ActiveFlowPilotSessions />
</div>
{/* Ticket Queue (auto-hides if no PSA connection) */}
<div className="mt-8">
<TicketQueue />
</div>
{/* Dashboard — always visible */}
<div className="mt-10">
<SectionLabel>Dashboard</SectionLabel>

View File

@@ -0,0 +1,259 @@
import { useEffect, useState, useCallback } from 'react'
import { useSearchParams } from 'react-router-dom'
import { Plus, Ticket, AlertTriangle } from 'lucide-react'
import axios from 'axios'
import { TicketFilterBar } from '@/components/tickets/TicketFilterBar'
import { TicketListRow } from '@/components/tickets/TicketListRow'
import { TicketDetailPanel } from '@/components/tickets/TicketDetailPanel'
import { NewTicketModal } from '@/components/tickets/NewTicketModal'
import { integrationsApi } from '@/api/integrations'
import { ticketsApi } from '@/api/tickets'
import type { PSATicketSearchResult, PSABoard, PSATicketStatusItem } from '@/types/integrations'
import type { TicketFilters, PSAPriority } from '@/types/tickets'
import { DEFAULT_TICKET_FILTERS } from '@/types/tickets'
const PAGE_SIZE = 25
function filtersFromParams(params: URLSearchParams): TicketFilters & { page: number } {
const assigned = params.get('assigned') ?? 'all'
return {
...DEFAULT_TICKET_FILTERS,
search: params.get('search') ?? '',
board_id: params.get('board') ? Number(params.get('board')) : null,
status_id: params.get('status') ? Number(params.get('status')) : null,
priority: params.get('priority') ?? null,
company_id: params.get('company') ? Number(params.get('company')) : null,
assigned: (assigned === 'me' || assigned === 'unassigned' || assigned === 'all')
? assigned
: Number(assigned),
include_closed: params.get('closed') === 'true',
page: params.get('page') ? Number(params.get('page')) : 1,
}
}
export default function TicketsPage() {
const [searchParams, setSearchParams] = useSearchParams()
const { page, ...filters } = filtersFromParams(searchParams)
const [tickets, setTickets] = useState<PSATicketSearchResult[]>([])
const [total, setTotal] = useState(0)
const [loading, setLoading] = useState(false)
const [psaError, setPsaError] = useState<string | null>(null)
const [boards, setBoards] = useState<PSABoard[]>([])
const [statuses, setStatuses] = useState<PSATicketStatusItem[]>([])
const [priorities, setPriorities] = useState<PSAPriority[]>([])
const [members, setMembers] = useState<{ id: number; name: string }[]>([])
const [selectedTicket, setSelectedTicket] = useState<PSATicketSearchResult | null>(null)
const [showNewTicket, setShowNewTicket] = useState(false)
// Load filter option data once
useEffect(() => {
integrationsApi.listBoards().then(setBoards).catch(() => {})
ticketsApi.listPriorities().then(setPriorities).catch(() => {})
integrationsApi.listMembers()
.then(ms => setMembers(ms.map(m => ({ id: Number(m.id), name: m.name }))))
.catch(() => {})
}, [])
// Load statuses when board changes. If no board is selected, aggregate statuses
// across all boards (deduped by name) so the filter is useful before the user
// picks a board.
useEffect(() => {
let cancelled = false
if (filters.board_id) {
integrationsApi.getBoardStatuses(filters.board_id)
.then(s => { if (!cancelled) setStatuses(s) })
.catch(() => { if (!cancelled) setStatuses([]) })
} else if (boards.length > 0) {
Promise.all(boards.map(b =>
integrationsApi.getBoardStatuses(b.id).catch(() => [] as PSATicketStatusItem[])
))
.then(lists => {
if (cancelled) return
const byName = new Map<string, PSATicketStatusItem>()
lists.flat().forEach(s => {
if (!byName.has(s.name)) byName.set(s.name, s)
})
setStatuses(Array.from(byName.values()).sort((a, b) => a.name.localeCompare(b.name)))
})
.catch(() => { if (!cancelled) setStatuses([]) })
} else {
setStatuses([])
}
return () => { cancelled = true }
}, [filters.board_id, boards])
// Fetch tickets on filter/page change
const fetchTickets = useCallback(async () => {
setLoading(true)
setPsaError(null)
try {
// When no board is selected, statuses are aggregated across boards — filter by
// name instead of id so we match the same status across every board.
const selectedStatusName = filters.status_id
? statuses.find(s => s.id === filters.status_id)?.name
: undefined
const result = await ticketsApi.searchTickets({
query: filters.search || undefined,
board_id: filters.board_id ?? undefined,
status_id: filters.board_id && filters.status_id ? filters.status_id : undefined,
status_name: !filters.board_id && selectedStatusName ? selectedStatusName : undefined,
include_closed: filters.include_closed,
assigned_to_me: filters.assigned === 'me',
unassigned: filters.assigned === 'unassigned',
priority: filters.priority ?? undefined,
company_id: filters.company_id ?? undefined,
page,
page_size: PAGE_SIZE,
})
setTickets(result.items)
setTotal(result.total)
// If the boards API returned empty (CW permissions), derive available boards from ticket data
setBoards(prev => {
if (prev.length > 0) return prev
const seen = new Map<number, string>()
result.items.forEach(t => {
if (t.board_id && t.board_name) seen.set(t.board_id, t.board_name)
})
return seen.size > 0 ? Array.from(seen, ([id, name]) => ({ id, name })) : prev
})
} catch (err: unknown) {
setTickets([])
setTotal(0)
if (axios.isAxiosError(err)) {
const status = err.response?.status
const detail = (err.response?.data as { detail?: string })?.detail ?? ''
if (status === 502 && detail.toLowerCase().includes('permission')) {
setPsaError('ConnectWise returned a permissions error. Check that the API member\'s security role has Service Tickets → Inquire → ALL and System → Table Setup → Inquire → ALL.')
} else if (status === 502) {
setPsaError('ConnectWise is unavailable or returned an error. Check your integration settings.')
} else {
setPsaError('Failed to load tickets.')
}
}
} finally {
setLoading(false)
}
}, [filters.search, filters.board_id, filters.status_id, filters.include_closed,
filters.assigned, filters.priority, filters.company_id, page, statuses])
useEffect(() => { fetchTickets() }, [fetchTickets])
function updateFilters(updated: Partial<TicketFilters>) {
const next = new URLSearchParams(searchParams)
if ('search' in updated) updated.search ? next.set('search', updated.search!) : next.delete('search')
if ('board_id' in updated) updated.board_id ? next.set('board', String(updated.board_id)) : next.delete('board')
if ('status_id' in updated) updated.status_id ? next.set('status', String(updated.status_id)) : next.delete('status')
if ('priority' in updated) updated.priority ? next.set('priority', updated.priority!) : next.delete('priority')
if ('company_id' in updated) updated.company_id ? next.set('company', String(updated.company_id)) : next.delete('company')
if ('assigned' in updated) {
const a = updated.assigned
a === 'all' ? next.delete('assigned') : next.set('assigned', String(a))
}
if ('include_closed' in updated) updated.include_closed ? next.set('closed', 'true') : next.delete('closed')
next.delete('page') // reset to 1 on filter change
setSearchParams(next)
}
function updatePage(p: number) {
const next = new URLSearchParams(searchParams)
p === 1 ? next.delete('page') : next.set('page', String(p))
setSearchParams(next)
}
return (
<div className="flex flex-col h-full overflow-hidden">
{/* Header */}
<div className="flex items-center justify-between px-6 py-4 border-b border-default shrink-0">
<div className="flex items-center gap-2">
<Ticket className="w-5 h-5 text-muted-foreground" />
<h1 className="font-heading text-xl font-bold text-heading">Tickets</h1>
</div>
<button
onClick={() => setShowNewTicket(true)}
className="flex items-center gap-1.5 px-3 py-1.5 bg-accent text-white text-sm font-medium rounded-[5px] hover:bg-accent/90 transition-colors"
>
<Plus className="w-4 h-4" /> New Ticket
</button>
</div>
{/* Filters */}
<div className="px-6 py-3 border-b border-default shrink-0">
<TicketFilterBar
filters={filters}
onChange={updateFilters}
boards={boards}
statuses={statuses}
priorities={priorities}
members={members}
total={total}
page={page}
pageSize={PAGE_SIZE}
onPageChange={updatePage}
loading={loading}
/>
</div>
{/* List + Detail Panel */}
<div className="flex flex-1 overflow-hidden">
{/* Ticket list */}
<div className={`flex flex-col overflow-y-auto transition-all ${selectedTicket ? 'w-1/2' : 'w-full'}`}>
{loading && tickets.length === 0 && (
<div className="flex items-center justify-center py-16 text-muted-foreground text-sm">
Loading tickets
</div>
)}
{!loading && psaError && (
<div className="mx-6 mt-6 flex items-start gap-3 px-4 py-3 rounded-lg bg-danger-dim border border-danger/30 text-sm text-danger">
<AlertTriangle className="w-4 h-4 mt-0.5 shrink-0" />
<span>{psaError}</span>
</div>
)}
{!loading && !psaError && tickets.length === 0 && (
<div className="flex flex-col items-center justify-center py-16 text-muted-foreground text-sm gap-2">
<Ticket className="w-8 h-8 opacity-30" />
No tickets match your filters
</div>
)}
{tickets.map(t => (
<TicketListRow
key={t.id}
ticket={t}
selected={selectedTicket?.id === t.id}
onClick={() => setSelectedTicket(t)}
/>
))}
</div>
{/* Detail panel */}
{selectedTicket && (
<div className="w-1/2 border-l border-default overflow-y-auto">
<TicketDetailPanel
ticket={selectedTicket}
onClose={() => setSelectedTicket(null)}
onStatusUpdated={(ticketId, newStatus, newStatusId) => {
setTickets(prev => prev.map(t =>
t.id === String(ticketId) ? { ...t, status_name: newStatus, status_id: newStatusId } : t
))
setSelectedTicket(prev =>
prev && prev.id === String(ticketId)
? { ...prev, status_name: newStatus, status_id: newStatusId }
: prev
)
}}
/>
</div>
)}
</div>
{/* New Ticket Modal */}
{showNewTicket && (
<NewTicketModal
defaultTab="quick"
onClose={() => setShowNewTicket(false)}
onCreated={() => { setShowNewTicket(false); fetchTickets() }}
/>
)}
</div>
)
}

View File

@@ -648,10 +648,12 @@ function MemberMappingTab({ connection }: { connection: PsaConnectionResponse |
setCwMembers(members)
setMappings(existingMappings)
// Build local mapping state from existing mappings
// Build local mapping state from existing mappings (skip unmapped entries)
const lookup: Record<string, { external_member_id: string; external_member_name: string }> = {}
for (const m of existingMappings) {
lookup[m.user_id] = { external_member_id: m.external_member_id, external_member_name: m.external_member_name }
if (m.external_member_id) {
lookup[m.user_id] = { external_member_id: m.external_member_id, external_member_name: m.external_member_name ?? '' }
}
}
setLocalMappings(lookup)
setIsDirty(false)
@@ -716,14 +718,11 @@ function MemberMappingTab({ connection }: { connection: PsaConnectionResponse |
}
}
// Derive user list from mappings response (all account users are returned)
const userRows = mappings.length > 0
// All account users — includes both mapped and unmapped
const uniqueUsers = hasLoaded
? mappings.map(m => ({ user_id: m.user_id, user_email: m.user_email, user_name: m.user_name, matched_by: m.matched_by }))
: []
// Deduplicate: mappings may only contain mapped users, so we show what we have
const uniqueUsers = hasLoaded ? userRows : []
if (!connection) {
return (
<div className="max-w-3xl">

View File

@@ -0,0 +1,637 @@
import { useCallback, useEffect, useState } from 'react'
import { useNavigate, useParams } from 'react-router-dom'
import {
ArrowLeft,
Building2,
CalendarClock,
Check,
Copy,
Crown,
Loader2,
Mail,
Pencil,
UserCheck,
UserPlus,
UserX,
X,
} from 'lucide-react'
import { Button } from '@/components/ui/Button'
import { Input } from '@/components/ui/Input'
import { Modal } from '@/components/common/Modal'
import { EmptyState, StatusBadge } from '@/components/admin'
import { ConfirmButton } from '@/components/common/ConfirmButton'
import { adminApi } from '@/api/admin'
import { toast } from '@/lib/toast'
import { cn } from '@/lib/utils'
import type { AdminAccountDetailResponse, AdminAccountMember } from '@/types/admin'
function formatDate(value: string | null) {
if (!value) return 'Never'
return new Date(value).toLocaleDateString()
}
export function AccountDetailPage() {
const { accountId } = useParams<{ accountId: string }>()
const navigate = useNavigate()
const [account, setAccount] = useState<AdminAccountDetailResponse | null>(null)
const [loading, setLoading] = useState(true)
const [isEditingName, setIsEditingName] = useState(false)
const [editedName, setEditedName] = useState('')
const [savingName, setSavingName] = useState(false)
const [showCreateUserModal, setShowCreateUserModal] = useState(false)
const [createForm, setCreateForm] = useState({
email: '',
name: '',
account_role: 'engineer' as 'owner' | 'admin' | 'engineer' | 'viewer',
send_email: true,
})
const [createLoading, setCreateLoading] = useState(false)
const [tempPassword, setTempPassword] = useState<string | null>(null)
const [copiedPassword, setCopiedPassword] = useState(false)
const [showInviteModal, setShowInviteModal] = useState(false)
const [inviteForm, setInviteForm] = useState({
email: '',
role: 'engineer' as 'engineer' | 'viewer',
})
const [inviteLoading, setInviteLoading] = useState(false)
const [editingPlan, setEditingPlan] = useState(false)
const [selectedPlan, setSelectedPlan] = useState('free')
const [planSaving, setPlanSaving] = useState(false)
const [editingTrial, setEditingTrial] = useState(false)
const [trialDays, setTrialDays] = useState('14')
const [trialSaving, setTrialSaving] = useState(false)
const loadAccount = useCallback(async () => {
if (!accountId) return
setLoading(true)
try {
const data = await adminApi.getAccountDetail(accountId)
setAccount(data)
setEditedName(data.name)
setSelectedPlan(data.subscription?.plan ?? 'free')
} catch {
toast.error('Failed to load account')
} finally {
setLoading(false)
}
}, [accountId])
useEffect(() => {
loadAccount()
}, [loadAccount])
const handleSaveName = async () => {
if (!account || !editedName.trim() || editedName.trim() === account.name) {
setIsEditingName(false)
return
}
setSavingName(true)
try {
const updated = await adminApi.updateAccount(account.id, { name: editedName.trim() })
setAccount(updated)
setEditedName(updated.name)
setIsEditingName(false)
toast.success('Account updated')
} catch {
toast.error('Failed to update account')
} finally {
setSavingName(false)
}
}
const handleCreateUser = async () => {
if (!account || !createForm.email || !createForm.name) return
setCreateLoading(true)
try {
const result = await adminApi.createUser({
email: createForm.email,
name: createForm.name,
account_mode: 'existing',
account_display_code: account.display_code,
account_role: createForm.account_role,
send_email: createForm.send_email,
})
setShowCreateUserModal(false)
setCreateForm({ email: '', name: '', account_role: 'engineer' as 'owner' | 'admin' | 'engineer' | 'viewer', send_email: true })
setTempPassword(result.temporary_password)
setCopiedPassword(false)
toast.success(result.email_sent ? 'User created and welcome email sent' : 'User created')
loadAccount()
} catch (err: unknown) {
if (err && typeof err === 'object' && 'response' in err) {
const axiosErr = err as { response?: { data?: { detail?: string } } }
toast.error(axiosErr.response?.data?.detail || 'Failed to create user')
} else {
toast.error('Failed to create user')
}
} finally {
setCreateLoading(false)
}
}
const handleInviteUser = async () => {
if (!account || !inviteForm.email) return
setInviteLoading(true)
try {
await adminApi.createInvite({
email: inviteForm.email,
account_display_code: account.display_code,
role: inviteForm.role,
})
toast.success('Invite sent')
setInviteForm({ email: '', role: 'engineer' })
setShowInviteModal(false)
loadAccount()
} catch (err: unknown) {
if (err && typeof err === 'object' && 'response' in err) {
const axiosErr = err as { response?: { data?: { detail?: string } } }
toast.error(axiosErr.response?.data?.detail || 'Failed to send invite')
} else {
toast.error('Failed to send invite')
}
} finally {
setInviteLoading(false)
}
}
const handleUpdateMemberRole = async (member: AdminAccountMember, nextRole: string) => {
try {
await adminApi.updateAccountRole(member.id, nextRole)
toast.success(`Updated ${member.name}`)
loadAccount()
} catch {
toast.error('Failed to update account role')
}
}
const handleToggleActive = async (member: AdminAccountMember) => {
try {
if (member.is_active) {
await adminApi.deactivateUser(member.id)
toast.success('User deactivated')
} else {
await adminApi.activateUser(member.id)
toast.success('User activated')
}
loadAccount()
} catch {
toast.error('Failed to update user status')
}
}
const handleUpdatePlan = async () => {
if (!account) return
setPlanSaving(true)
try {
await adminApi.updateAccountSubscriptionPlan(account.id, selectedPlan)
toast.success(`Plan updated to ${selectedPlan}`)
setEditingPlan(false)
loadAccount()
} catch {
toast.error('Failed to update plan')
} finally {
setPlanSaving(false)
}
}
const handleExtendTrial = async () => {
if (!account || !trialDays) return
setTrialSaving(true)
try {
await adminApi.extendAccountTrial(account.id, parseInt(trialDays, 10))
toast.success(`Trial updated by ${trialDays} days`)
setEditingTrial(false)
loadAccount()
} catch {
toast.error('Failed to update trial')
} finally {
setTrialSaving(false)
}
}
const copyDisplayCode = async () => {
if (!account) return
await navigator.clipboard.writeText(account.display_code)
toast.success('Display code copied')
}
const copyTempPassword = async () => {
if (!tempPassword) return
await navigator.clipboard.writeText(tempPassword)
setCopiedPassword(true)
setTimeout(() => setCopiedPassword(false), 2000)
}
if (loading) {
return (
<div className="flex items-center justify-center py-20">
<Loader2 className="h-8 w-8 animate-spin text-muted-foreground" />
</div>
)
}
if (!account) {
return (
<EmptyState
title="Account not found"
description="This account may have been removed or is unavailable."
action={<Button variant="secondary" onClick={() => navigate('/admin/accounts')}>Back to Accounts</Button>}
/>
)
}
return (
<div className="space-y-6">
<div className="flex items-center gap-4">
<button
onClick={() => navigate('/admin/accounts')}
className="rounded-md border border-border p-2 text-muted-foreground hover:bg-elevated hover:text-foreground"
>
<ArrowLeft className="h-4 w-4" />
</button>
<div className="min-w-0 flex-1">
<div className="flex items-center gap-3">
<Building2 className="h-6 w-6 text-muted-foreground" />
<h1 className="truncate text-2xl font-bold text-foreground">{account.name}</h1>
<StatusBadge variant="default" title="Unique code for joining this account">{account.display_code}</StatusBadge>
</div>
<p className="mt-1 text-sm text-muted-foreground">
Manage account settings, subscription, invites, and users from one place.
</p>
</div>
<div className="flex gap-3">
<Button variant="secondary" onClick={() => setShowInviteModal(true)}>
<Mail className="h-4 w-4" />
Invite User
</Button>
<Button onClick={() => setShowCreateUserModal(true)}>
<UserPlus className="h-4 w-4" />
Create User
</Button>
</div>
</div>
<div className="grid gap-6 xl:grid-cols-[1.1fr_0.9fr]">
<section className="space-y-6">
<div className="rounded-2xl border border-border bg-card p-5">
<div className="flex items-center justify-between gap-4">
<h2 className="text-lg font-semibold text-foreground">Account Settings</h2>
<Button variant="secondary" size="sm" onClick={copyDisplayCode}>
<Copy className="h-4 w-4" />
Copy Code
</Button>
</div>
<div className="mt-5 space-y-5">
<div>
<label className="block text-sm font-medium text-foreground">Account Name</label>
{isEditingName ? (
<div className="mt-2 flex items-center gap-2">
<Input value={editedName} onChange={(e) => setEditedName(e.target.value)} />
<Button onClick={handleSaveName} loading={savingName} size="icon-sm">
<Check className="h-4 w-4" />
</Button>
<Button
variant="secondary"
size="icon-sm"
onClick={() => {
setEditedName(account.name)
setIsEditingName(false)
}}
>
<X className="h-4 w-4" />
</Button>
</div>
) : (
<div className="mt-2 flex items-center gap-2">
<span className="text-sm text-foreground">{account.name}</span>
<button
onClick={() => setIsEditingName(true)}
className="rounded px-1.5 py-0.5 text-xs text-muted-foreground transition-colors hover:bg-muted hover:text-foreground"
>
<Pencil className="h-3.5 w-3.5" />
</button>
</div>
)}
</div>
<div className="grid gap-4 sm:grid-cols-2">
<div className="rounded-xl border border-border bg-card/50 p-4">
<p className="text-xs uppercase tracking-[0.14em] text-muted-foreground">Owner</p>
<p className="mt-2 text-sm text-foreground">{account.owner?.name ?? 'Unassigned'}</p>
<p className="text-xs text-muted-foreground">{account.owner?.email ?? 'No owner user yet'}</p>
</div>
<div className="rounded-xl border border-border bg-card/50 p-4">
<p className="text-xs uppercase tracking-[0.14em] text-muted-foreground">Created</p>
<p className="mt-2 text-sm text-foreground">{formatDate(account.created_at)}</p>
</div>
</div>
</div>
</div>
<div className="rounded-2xl border border-border bg-card p-5">
<div className="flex items-center justify-between gap-4">
<h2 className="text-lg font-semibold text-foreground">Users</h2>
<StatusBadge variant="default">{account.member_count} members</StatusBadge>
</div>
<div className="mt-4 space-y-3">
{account.members.length > 0 ? (
account.members.map((member) => (
<div key={member.id} className="rounded-xl border border-border bg-card/50 p-4">
<div className="flex flex-col gap-3 md:flex-row md:items-center md:justify-between">
<div>
<p className="font-medium text-foreground">{member.name}</p>
<p className="text-sm text-muted-foreground">{member.email}</p>
<div className="mt-2 flex flex-wrap gap-2">
<StatusBadge variant="default">{member.role}</StatusBadge>
{member.account_role && <StatusBadge variant="default">{member.account_role}</StatusBadge>}
<StatusBadge variant={member.is_active ? 'success' : 'destructive'}>
{member.is_active ? 'Active' : 'Inactive'}
</StatusBadge>
</div>
</div>
<div className="flex flex-wrap items-center gap-2">
<select
value={member.account_role ?? 'engineer'}
onChange={(e) => handleUpdateMemberRole(member, e.target.value)}
className={cn(
'rounded-md border border-border bg-card px-3 py-2 text-sm text-foreground',
'focus:outline-hidden focus:border-primary focus:ring-2 focus:ring-primary/20'
)}
>
<option value="owner">Owner</option>
<option value="admin">Admin</option>
<option value="engineer">Engineer</option>
<option value="viewer">Viewer</option>
</select>
{member.is_active ? (
<ConfirmButton
onConfirm={() => handleToggleActive(member)}
confirmLabel="Confirm deactivate?"
className="inline-flex items-center gap-1.5 rounded-md border border-border bg-card px-3 py-1.5 text-sm font-medium text-foreground transition-colors hover:bg-elevated"
confirmClassName="inline-flex items-center rounded-md border border-danger/30 bg-danger-dim px-3 py-1.5 text-sm font-medium text-danger transition-colors"
>
<UserX className="h-4 w-4" />
Deactivate
</ConfirmButton>
) : (
<Button variant="secondary" size="sm" onClick={() => handleToggleActive(member)}>
<UserCheck className="h-4 w-4" />
Activate
</Button>
)}
<Button variant="secondary" size="sm" onClick={() => navigate(`/admin/users/${member.id}`)}>
View User
</Button>
</div>
</div>
</div>
))
) : (
<div className="rounded-xl border border-dashed border-border px-4 py-6 text-center text-sm text-muted-foreground">
<p>No users yet.</p>
<p className="mt-1">Use <strong className="text-foreground">Create User</strong> or <strong className="text-foreground">Invite User</strong> above to add members.</p>
</div>
)}
</div>
</div>
</section>
<aside className="space-y-6">
<div className="rounded-2xl border border-border bg-card p-5">
<div className="flex items-center justify-between gap-3">
<h2 className="text-lg font-semibold text-foreground">Subscription</h2>
{account.subscription ? (
<div className="flex gap-2">
<StatusBadge variant="default">{account.subscription.plan}</StatusBadge>
<StatusBadge variant={account.subscription.status === 'active' ? 'success' : account.subscription.status === 'canceled' ? 'destructive' : 'warning'}>
{account.subscription.status}
</StatusBadge>
</div>
) : (
<StatusBadge variant="warning">No subscription</StatusBadge>
)}
</div>
<div className="mt-4 grid gap-3 sm:grid-cols-2">
<div className="rounded-xl border border-border bg-card/50 p-4">
<p className="text-xs uppercase tracking-[0.14em] text-muted-foreground">Renewal</p>
<p className="mt-2 text-sm text-foreground">{formatDate(account.subscription?.current_period_end ?? null)}</p>
</div>
<div className="rounded-xl border border-border bg-card/50 p-4">
<p className="text-xs uppercase tracking-[0.14em] text-muted-foreground">Usage</p>
<p className="mt-2 text-sm text-foreground">{account.usage.tree_count} flows · {account.usage.session_count_this_month} sessions</p>
</div>
</div>
{editingPlan ? (
<div className="mt-4 flex items-center gap-2">
<select
value={selectedPlan}
onChange={(e) => setSelectedPlan(e.target.value)}
className={cn(
'h-9 rounded-md border border-border bg-card px-3 text-sm text-foreground',
'focus:outline-hidden focus:border-primary focus:ring-2 focus:ring-primary/20'
)}
>
<option value="free">Free</option>
<option value="pro">Pro</option>
<option value="team">Team</option>
</select>
<Button size="sm" onClick={handleUpdatePlan} loading={planSaving}>Save</Button>
<Button variant="secondary" size="sm" onClick={() => setEditingPlan(false)}>Cancel</Button>
</div>
) : editingTrial ? (
<div className="mt-4 flex items-center gap-2">
<Input
type="number"
min={1}
max={90}
value={trialDays}
onChange={(e) => setTrialDays(e.target.value)}
className="w-24"
placeholder="Days"
/>
<Button size="sm" onClick={handleExtendTrial} loading={trialSaving}>Save</Button>
<Button variant="secondary" size="sm" onClick={() => setEditingTrial(false)}>Cancel</Button>
</div>
) : (
<div className="mt-4 flex flex-wrap gap-2">
<Button
variant="secondary"
size="sm"
onClick={() => {
setSelectedPlan(account.subscription?.plan ?? 'free')
setEditingPlan(true)
}}
>
<Crown className="h-4 w-4" />
Change Plan
</Button>
<Button
variant="secondary"
size="sm"
onClick={() => {
setTrialDays('14')
setEditingTrial(true)
}}
>
<CalendarClock className="h-4 w-4" />
Extend Trial
</Button>
</div>
)}
</div>
<div className="rounded-2xl border border-border bg-card p-5">
<div className="flex items-center justify-between gap-3">
<h2 className="text-lg font-semibold text-foreground">Pending Invites</h2>
{account.pending_invite_count > 0 && (
<StatusBadge variant="warning">{account.pending_invite_count} pending</StatusBadge>
)}
</div>
<div className="mt-4 space-y-3">
{account.invites.length > 0 ? (
account.invites.map((invite) => (
<div key={invite.id} className="rounded-xl border border-border bg-card/50 p-4">
<p className="font-medium text-foreground">{invite.email}</p>
<div className="mt-2 flex flex-wrap gap-2">
<StatusBadge variant="default">{invite.role}</StatusBadge>
<StatusBadge variant="default">Expires {formatDate(invite.expires_at)}</StatusBadge>
</div>
</div>
))
) : (
<div className="rounded-xl border border-dashed border-border px-4 py-6 text-center text-sm text-muted-foreground">
<p>No pending invites.</p>
<p className="mt-1">Use <strong className="text-foreground">Invite User</strong> above to send an invitation.</p>
</div>
)}
</div>
</div>
</aside>
</div>
<Modal
isOpen={showCreateUserModal}
onClose={() => setShowCreateUserModal(false)}
title="Create User in Account"
size="sm"
footer={(
<div className="flex justify-end gap-3">
<Button variant="secondary" onClick={() => setShowCreateUserModal(false)}>Cancel</Button>
<Button onClick={handleCreateUser} disabled={!createForm.email || !createForm.name} loading={createLoading}>
{createLoading ? 'Creating...' : 'Create User'}
</Button>
</div>
)}
>
<div className="space-y-4">
<div>
<label className="mb-1 block text-sm font-medium text-foreground">Name</label>
<Input value={createForm.name} onChange={(e) => setCreateForm((f) => ({ ...f, name: e.target.value }))} />
</div>
<div>
<label className="mb-1 block text-sm font-medium text-foreground">Email</label>
<Input type="email" value={createForm.email} onChange={(e) => setCreateForm((f) => ({ ...f, email: e.target.value }))} />
</div>
<div>
<label className="mb-1 block text-sm font-medium text-foreground">Account Role</label>
<select
value={createForm.account_role}
onChange={(e) => setCreateForm((f) => ({ ...f, account_role: e.target.value as 'owner' | 'admin' | 'engineer' | 'viewer' }))}
className={cn(
'w-full rounded-md border border-border bg-card px-3 py-2 text-sm text-foreground',
'focus:outline-hidden focus:border-primary focus:ring-2 focus:ring-primary/20'
)}
>
<option value="owner">Owner</option>
<option value="admin">Admin</option>
<option value="engineer">Engineer</option>
<option value="viewer">Viewer</option>
</select>
</div>
<div className="flex items-center gap-2">
<input
type="checkbox"
checked={createForm.send_email}
onChange={(e) => setCreateForm((f) => ({ ...f, send_email: e.target.checked }))}
className="rounded border-border bg-card"
/>
<label className="text-sm text-muted-foreground">Send welcome email with temporary password</label>
</div>
</div>
</Modal>
<Modal
isOpen={showInviteModal}
onClose={() => setShowInviteModal(false)}
title="Invite User to Account"
size="sm"
footer={(
<div className="flex justify-end gap-3">
<Button variant="secondary" onClick={() => setShowInviteModal(false)}>Cancel</Button>
<Button onClick={handleInviteUser} disabled={!inviteForm.email} loading={inviteLoading}>
{inviteLoading ? 'Sending...' : 'Send Invite'}
</Button>
</div>
)}
>
<div className="space-y-4">
<div>
<label className="mb-1 block text-sm font-medium text-foreground">Email</label>
<Input type="email" value={inviteForm.email} onChange={(e) => setInviteForm((f) => ({ ...f, email: e.target.value }))} />
</div>
<div>
<label className="mb-1 block text-sm font-medium text-foreground">Role</label>
<select
value={inviteForm.role}
onChange={(e) => setInviteForm((f) => ({ ...f, role: e.target.value as 'engineer' | 'viewer' }))}
className={cn(
'w-full rounded-md border border-border bg-card px-3 py-2 text-sm text-foreground',
'focus:outline-hidden focus:border-primary focus:ring-2 focus:ring-primary/20'
)}
>
<option value="engineer">Engineer</option>
<option value="viewer">Viewer</option>
</select>
</div>
</div>
</Modal>
<Modal
isOpen={!!tempPassword}
onClose={() => setTempPassword(null)}
title="User Created"
size="sm"
footer={<div className="flex justify-end"><Button onClick={() => setTempPassword(null)}>Done</Button></div>}
>
<div className="space-y-4">
<div className="rounded-xl border border-yellow-400/20 bg-yellow-400/10 p-3 text-sm text-yellow-400">
This password will not be shown again. Copy it now.
</div>
<div className="flex items-center gap-2">
<code className="flex-1 rounded-md border border-border bg-card px-3 py-2 font-mono text-sm text-foreground">
{tempPassword}
</code>
<button
onClick={copyTempPassword}
className="rounded-md border border-border p-2 text-muted-foreground transition-colors hover:bg-elevated hover:text-foreground"
>
{copiedPassword ? <Check className="h-4 w-4 text-green-400" /> : <Copy className="h-4 w-4" />}
</button>
</div>
</div>
</Modal>
</div>
)
}
export default AccountDetailPage

View File

@@ -0,0 +1,841 @@
import { useCallback, useEffect, useState } from 'react'
import { useNavigate } from 'react-router-dom'
import {
Building2,
Check,
Copy,
ExternalLink,
Loader2,
Mail,
Plus,
Search,
Sparkles,
UserPlus,
} from 'lucide-react'
import { Button } from '@/components/ui/Button'
import { Input } from '@/components/ui/Input'
import {
DataTable,
EmptyState,
PageHeader,
Pagination,
SearchInput,
StatusBadge,
ActionMenu,
type Column,
} from '@/components/admin'
import { Modal } from '@/components/common/Modal'
import { adminApi } from '@/api/admin'
import { toast } from '@/lib/toast'
import { cn } from '@/lib/utils'
import type {
AdminAccountListItem,
AdminUserListItem,
} from '@/types/admin'
function formatDate(value: string | null) {
if (!value) return 'Never'
return new Date(value).toLocaleDateString()
}
function planBadgeVariant(status: string | undefined): 'success' | 'warning' | 'destructive' | 'default' {
switch (status) {
case 'active': return 'success'
case 'trialing': return 'warning'
case 'past_due': return 'warning'
case 'canceled': return 'destructive'
default: return 'default'
}
}
export function UsersPage() {
const navigate = useNavigate()
const [accounts, setAccounts] = useState<AdminAccountListItem[]>([])
const [accountsLoading, setAccountsLoading] = useState(true)
const [accountSearch, setAccountSearch] = useState('')
const [planFilter, setPlanFilter] = useState('all')
const [statusFilter, setStatusFilter] = useState('all')
const [page, setPage] = useState(1)
const [total, setTotal] = useState(0)
const accountPageSize = 12
const [showArchived, setShowArchived] = useState(false)
const [people, setPeople] = useState<AdminUserListItem[]>([])
const [peopleLoading, setPeopleLoading] = useState(false)
const [peopleSearch, setPeopleSearch] = useState('')
const [peoplePage, setPeoplePage] = useState(1)
const [peopleTotal, setPeopleTotal] = useState(0)
const peoplePageSize = 12
const [showCreateModal, setShowCreateModal] = useState(false)
const [createForm, setCreateForm] = useState({
email: '',
name: '',
account_mode: 'personal' as 'existing' | 'personal',
account_display_code: '',
account_role: 'engineer' as 'owner' | 'admin' | 'engineer' | 'viewer',
send_email: true,
})
const [createLoading, setCreateLoading] = useState(false)
const [tempPassword, setTempPassword] = useState<string | null>(null)
const [copied, setCopied] = useState(false)
const [showInviteModal, setShowInviteModal] = useState(false)
const [inviteForm, setInviteForm] = useState({
email: '',
account_display_code: '',
role: 'engineer' as 'engineer' | 'viewer',
})
const [inviteLoading, setInviteLoading] = useState(false)
const [showCreateAccountModal, setShowCreateAccountModal] = useState(false)
const [createAccountForm, setCreateAccountForm] = useState({ name: '', plan: 'free' as 'free' | 'pro' | 'team', owner_email: '' })
const [createAccountLoading, setCreateAccountLoading] = useState(false)
const fetchAccounts = useCallback(async () => {
setAccountsLoading(true)
try {
const accountsData = await adminApi.listAccounts({
page,
size: accountPageSize,
search: accountSearch || undefined,
plan: planFilter !== 'all' ? planFilter : undefined,
status: statusFilter !== 'all' ? statusFilter : undefined,
include_archived: showArchived || undefined,
})
setAccounts(accountsData.items)
setTotal(accountsData.total)
} catch {
toast.error('Failed to load accounts')
} finally {
setAccountsLoading(false)
}
}, [accountPageSize, accountSearch, page, planFilter, showArchived, statusFilter])
const fetchPeople = useCallback(async () => {
if (!peopleSearch.trim()) {
setPeopleLoading(false)
setPeople([])
setPeopleTotal(0)
return
}
setPeopleLoading(true)
try {
const data = await adminApi.listUsers({
page: peoplePage,
size: peoplePageSize,
search: peopleSearch || undefined,
include_archived: showArchived || undefined,
})
setPeople(data.items)
setPeopleTotal(data.total)
} catch {
toast.error('Failed to load people search')
} finally {
setPeopleLoading(false)
}
}, [peoplePage, peoplePageSize, peopleSearch, showArchived])
useEffect(() => {
fetchAccounts()
}, [fetchAccounts])
useEffect(() => {
fetchPeople()
}, [fetchPeople])
const handleCreateUser = async () => {
if (!createForm.email || !createForm.name) return
if (createForm.account_mode === 'existing' && !createForm.account_display_code) {
toast.error('Account display code is required')
return
}
setCreateLoading(true)
try {
const result = await adminApi.createUser({
email: createForm.email,
name: createForm.name,
account_mode: createForm.account_mode,
account_display_code: createForm.account_mode === 'existing' ? createForm.account_display_code : undefined,
account_role: createForm.account_mode === 'existing' ? createForm.account_role : undefined,
send_email: createForm.send_email,
})
setShowCreateModal(false)
setTempPassword(result.temporary_password)
setCopied(false)
toast.success(result.email_sent ? 'User created and welcome email sent' : 'User created')
setCreateForm({
email: '',
name: '',
account_mode: 'personal',
account_display_code: '',
account_role: 'engineer',
send_email: true,
})
fetchAccounts()
} catch (err: unknown) {
if (err && typeof err === 'object' && 'response' in err) {
const axiosErr = err as { response?: { data?: { detail?: string } } }
toast.error(axiosErr.response?.data?.detail || 'Failed to create user')
} else {
toast.error('Failed to create user')
}
} finally {
setCreateLoading(false)
}
}
const handleCopyPassword = async () => {
if (!tempPassword) return
await navigator.clipboard.writeText(tempPassword)
setCopied(true)
setTimeout(() => setCopied(false), 2000)
}
const handleInviteUser = async () => {
if (!inviteForm.email || !inviteForm.account_display_code) return
setInviteLoading(true)
try {
const result = await adminApi.createInvite({
email: inviteForm.email,
account_display_code: inviteForm.account_display_code,
role: inviteForm.role,
})
setShowInviteModal(false)
setInviteForm({ email: '', account_display_code: '', role: 'engineer' })
toast.success(result.email_sent ? 'Invite sent' : 'Invite created (email not configured)')
fetchAccounts()
} catch (err: unknown) {
if (err && typeof err === 'object' && 'response' in err) {
const axiosErr = err as { response?: { data?: { detail?: string } } }
toast.error(axiosErr.response?.data?.detail || 'Failed to send invite')
} else {
toast.error('Failed to send invite')
}
} finally {
setInviteLoading(false)
}
}
const handleCreateAccount = async () => {
if (!createAccountForm.name.trim()) return
setCreateAccountLoading(true)
try {
const created = await adminApi.createAccount({
name: createAccountForm.name.trim(),
plan: createAccountForm.plan,
owner_email: createAccountForm.owner_email.trim() || undefined,
})
toast.success('Account created')
setShowCreateAccountModal(false)
setCreateAccountForm({ name: '', plan: 'free', owner_email: '' })
navigate(`/admin/accounts/${created.id}`)
} catch (err: unknown) {
if (err && typeof err === 'object' && 'response' in err) {
const axiosErr = err as { response?: { data?: { detail?: string } } }
toast.error(axiosErr.response?.data?.detail || 'Failed to create account')
} else {
toast.error('Failed to create account')
}
} finally {
setCreateAccountLoading(false)
}
}
const accountColumns: Column<AdminAccountListItem>[] = [
{
key: 'name',
header: 'Account',
render: (account) => (
<div className="min-w-0">
<button
type="button"
onClick={() => navigate(`/admin/accounts/${account.id}`)}
className="text-sm font-medium text-foreground hover:underline"
>
{account.name}
</button>
<p className="mt-0.5 text-xs text-muted-foreground">
{account.display_code}
{account.owner ? ` · ${account.owner.name}` : ''}
</p>
</div>
),
},
{
key: 'plan',
header: 'Plan',
render: (account) => (
<StatusBadge variant="default">
{account.subscription?.plan ?? 'free'}
</StatusBadge>
),
className: 'w-[100px]',
},
{
key: 'status',
header: 'Status',
render: (account) => {
if (!account.subscription) {
return <StatusBadge variant="warning">No subscription</StatusBadge>
}
return (
<StatusBadge variant={planBadgeVariant(account.subscription.status)}>
{account.subscription.status}
</StatusBadge>
)
},
className: 'w-[120px]',
},
{
key: 'members',
header: 'Members',
render: (account) => (
<span className="text-sm text-foreground">
{account.active_member_count}
<span className="text-muted-foreground"> / {account.member_count}</span>
</span>
),
className: 'w-[100px]',
},
{
key: 'usage',
header: 'Usage',
render: (account) => (
<span className="text-sm text-muted-foreground">
{account.usage.tree_count} flows · {account.usage.session_count_this_month} sessions
</span>
),
className: 'w-[160px]',
},
{
key: 'created',
header: 'Created',
render: (account) => (
<span className="text-sm text-muted-foreground">{formatDate(account.created_at)}</span>
),
className: 'w-[100px]',
},
{
key: 'actions',
header: '',
render: (account) => (
<ActionMenu
items={[
{
label: 'Manage Account',
icon: <Building2 className="h-4 w-4" />,
onClick: () => navigate(`/admin/accounts/${account.id}`),
},
...(account.owner ? [{
label: 'View Owner',
icon: <ExternalLink className="h-4 w-4" />,
onClick: () => navigate(`/admin/users/${account.owner?.id}`),
}] : []),
]}
/>
),
className: 'w-[48px]',
},
]
const peopleColumns: Column<AdminUserListItem>[] = [
{
key: 'name',
header: 'Name',
render: (user) => (
<div className="min-w-0">
<button
type="button"
onClick={() => navigate(`/admin/users/${user.id}`)}
className="text-sm font-medium text-foreground hover:underline"
>
{user.name}
</button>
<p className="mt-0.5 text-xs text-muted-foreground">{user.email}</p>
</div>
),
},
{
key: 'role',
header: 'Role',
render: (user) => (
<div className="flex flex-wrap gap-1">
{user.is_super_admin && <StatusBadge variant="destructive">Super Admin</StatusBadge>}
<StatusBadge variant="default">{user.role}</StatusBadge>
</div>
),
className: 'w-[140px]',
},
{
key: 'account',
header: 'Account',
render: (user) => (
<span className="text-sm text-muted-foreground">
{user.account_name || 'No account'}
{user.account_display_code && (
<span className="ml-1 text-xs opacity-60">{user.account_display_code}</span>
)}
</span>
),
},
{
key: 'status',
header: 'Status',
render: (user) => (
<div className="flex gap-1">
<StatusBadge variant={user.is_active ? 'success' : 'destructive'}>
{user.is_active ? 'Active' : 'Inactive'}
</StatusBadge>
{user.deleted_at && <StatusBadge variant="warning">Archived</StatusBadge>}
</div>
),
className: 'w-[140px]',
},
{
key: 'last_login',
header: 'Last Login',
render: (user) => (
<span className="text-sm text-muted-foreground">{formatDate(user.last_login)}</span>
),
className: 'w-[100px]',
},
{
key: 'actions',
header: '',
render: (user) => (
<ActionMenu
items={[
{
label: 'View Detail',
icon: <ExternalLink className="h-4 w-4" />,
onClick: () => navigate(`/admin/users/${user.id}`),
},
]}
/>
),
className: 'w-[48px]',
},
]
const accountTotalPages = Math.max(1, Math.ceil(total / accountPageSize))
const peopleTotalPages = Math.max(1, Math.ceil(peopleTotal / peoplePageSize))
return (
<div className="space-y-6">
<PageHeader
title="Accounts"
description="Manage customer accounts, subscriptions, and users."
action={
<div className="flex items-center gap-3">
<Button variant="secondary" onClick={() => setShowCreateAccountModal(true)}>
<Plus className="h-4 w-4" />
Create Account
</Button>
<Button variant="secondary" onClick={() => setShowInviteModal(true)}>
<Mail className="h-4 w-4" />
Invite User
</Button>
<Button onClick={() => setShowCreateModal(true)}>
<UserPlus className="h-4 w-4" />
Create User
</Button>
</div>
}
/>
{/* Filters */}
<div className="flex flex-col gap-3 sm:flex-row sm:items-center sm:justify-between">
<SearchInput
value={accountSearch}
onSearch={(value) => {
setAccountSearch(value)
setPage(1)
}}
placeholder="Search accounts, owners, or codes..."
className="w-full sm:max-w-sm"
/>
<div className="flex flex-wrap items-center gap-3">
<select
value={planFilter}
onChange={(e) => {
setPlanFilter(e.target.value)
setPage(1)
}}
className={cn(
'h-9 rounded-md border border-border bg-card px-3 text-sm text-foreground',
'focus:outline-hidden focus:border-primary focus:ring-2 focus:ring-primary/20'
)}
>
<option value="all">All plans</option>
<option value="free">Free</option>
<option value="pro">Pro</option>
<option value="team">Team</option>
</select>
<select
value={statusFilter}
onChange={(e) => {
setStatusFilter(e.target.value)
setPage(1)
}}
className={cn(
'h-9 rounded-md border border-border bg-card px-3 text-sm text-foreground',
'focus:outline-hidden focus:border-primary focus:ring-2 focus:ring-primary/20'
)}
>
<option value="all">All statuses</option>
<option value="active">Active</option>
<option value="trialing">Trialing</option>
<option value="past_due">Past due</option>
<option value="canceled">Canceled</option>
<option value="orphaned">Orphaned</option>
</select>
<label className="flex items-center gap-2 text-sm text-muted-foreground">
<input
type="checkbox"
checked={showArchived}
onChange={(e) => {
setShowArchived(e.target.checked)
setPage(1)
setPeoplePage(1)
}}
className="rounded border-border bg-card"
/>
Archived
</label>
</div>
</div>
{/* Accounts table */}
<section className="space-y-3">
<div className="flex items-center justify-between">
<h2 className="text-sm font-medium text-muted-foreground">
{accountsLoading ? 'Loading...' : `${total} accounts`}
</h2>
</div>
<DataTable
columns={accountColumns}
data={accounts}
keyExtractor={(a) => a.id}
isLoading={accountsLoading}
skeletonRows={6}
emptyState={
<EmptyState
icon={<Building2 className="h-8 w-8" />}
title="No accounts found"
description="Adjust the filters or clear the search."
/>
}
/>
<Pagination
page={page}
totalPages={accountTotalPages}
total={total}
pageSize={accountPageSize}
onPageChange={setPage}
/>
</section>
{/* Global people search */}
<section className="space-y-4 rounded-xl border border-border bg-card p-5">
<div>
<div className="flex items-center gap-2">
<Search className="h-4 w-4 text-muted-foreground" />
<h2 className="text-base font-semibold text-foreground">Global People Search</h2>
</div>
<p className="mt-1 text-sm text-muted-foreground">
Find a user across all accounts by name or email.
</p>
</div>
<SearchInput
value={peopleSearch}
onSearch={(value) => {
setPeopleSearch(value)
setPeoplePage(1)
}}
placeholder="Search by name, email, or account..."
className="max-w-sm"
/>
{peopleSearch.trim() ? (
people.length > 0 ? (
<div className="space-y-3">
<DataTable
columns={peopleColumns}
data={people}
keyExtractor={(p) => p.id}
isLoading={peopleLoading}
skeletonRows={4}
emptyState={
<EmptyState
icon={<Sparkles className="h-8 w-8" />}
title="No matching people"
description="Try another name or email."
/>
}
/>
<Pagination
page={peoplePage}
totalPages={peopleTotalPages}
total={peopleTotal}
pageSize={peoplePageSize}
onPageChange={setPeoplePage}
/>
</div>
) : !peopleLoading ? (
<EmptyState
icon={<Sparkles className="h-8 w-8" />}
title="No matching people"
description="Try another name or email."
/>
) : (
<div className="flex items-center gap-2 text-sm text-muted-foreground">
<Loader2 className="h-4 w-4 animate-spin" />
Searching...
</div>
)
) : (
<p className="text-sm text-muted-foreground">Type a name or email to search.</p>
)}
</section>
{/* Create Account modal */}
<Modal
isOpen={showCreateAccountModal}
onClose={() => setShowCreateAccountModal(false)}
title="Create Account"
size="sm"
footer={(
<div className="flex justify-end gap-3">
<Button variant="secondary" onClick={() => setShowCreateAccountModal(false)}>Cancel</Button>
<Button onClick={handleCreateAccount} disabled={!createAccountForm.name.trim()} loading={createAccountLoading}>
{createAccountLoading ? 'Creating...' : 'Create Account'}
</Button>
</div>
)}
>
<div className="space-y-4">
<div>
<label className="mb-1 block text-sm font-medium text-foreground">Account Name</label>
<Input
value={createAccountForm.name}
onChange={(e) => setCreateAccountForm((form) => ({ ...form, name: e.target.value }))}
placeholder="Acme MSP"
/>
</div>
<div>
<label className="mb-1 block text-sm font-medium text-foreground">Initial Plan</label>
<select
value={createAccountForm.plan}
onChange={(e) => setCreateAccountForm((form) => ({ ...form, plan: e.target.value as 'free' | 'pro' | 'team' }))}
className={cn(
'w-full rounded-md border border-border bg-card px-3 py-2 text-sm text-foreground',
'focus:outline-hidden focus:border-primary focus:ring-2 focus:ring-primary/20'
)}
>
<option value="free">Free</option>
<option value="pro">Pro</option>
<option value="team">Team</option>
</select>
</div>
<div>
<label className="mb-1 block text-sm font-medium text-foreground">
Owner Email <span className="text-muted-foreground font-normal">(optional)</span>
</label>
<Input
type="email"
value={createAccountForm.owner_email}
onChange={(e) => setCreateAccountForm((form) => ({ ...form, owner_email: e.target.value }))}
placeholder="owner@example.com"
/>
<p className="mt-1 text-xs text-muted-foreground">Must be an existing user.</p>
</div>
</div>
</Modal>
{/* Create User modal */}
<Modal
isOpen={showCreateModal}
onClose={() => setShowCreateModal(false)}
title="Create User"
size="sm"
footer={(
<div className="flex justify-end gap-3">
<Button variant="secondary" onClick={() => setShowCreateModal(false)}>Cancel</Button>
<Button onClick={handleCreateUser} disabled={!createForm.email || !createForm.name} loading={createLoading}>
{createLoading ? 'Creating...' : 'Create User'}
</Button>
</div>
)}
>
<div className="space-y-4">
<div>
<label className="mb-1 block text-sm font-medium text-foreground">Name</label>
<Input
type="text"
value={createForm.name}
onChange={(e) => setCreateForm((form) => ({ ...form, name: e.target.value }))}
placeholder="Full name"
/>
</div>
<div>
<label className="mb-1 block text-sm font-medium text-foreground">Email</label>
<Input
type="email"
value={createForm.email}
onChange={(e) => setCreateForm((form) => ({ ...form, email: e.target.value }))}
placeholder="user@example.com"
/>
</div>
<div>
<label className="mb-1 block text-sm font-medium text-foreground">Account Mode</label>
<select
value={createForm.account_mode}
onChange={(e) => setCreateForm((form) => ({ ...form, account_mode: e.target.value as 'existing' | 'personal' }))}
className={cn(
'w-full rounded-md border border-border bg-card px-3 py-2 text-sm text-foreground',
'focus:outline-hidden focus:border-primary focus:ring-2 focus:ring-primary/20'
)}
>
<option value="personal">Personal (new account)</option>
<option value="existing">Join existing account</option>
</select>
</div>
{createForm.account_mode === 'existing' && (
<>
<div>
<label className="mb-1 block text-sm font-medium text-foreground">Account Display Code</label>
<Input
type="text"
value={createForm.account_display_code}
onChange={(e) => setCreateForm((form) => ({ ...form, account_display_code: e.target.value }))}
placeholder="e.g. ABC12345"
/>
</div>
<div>
<label className="mb-1 block text-sm font-medium text-foreground">Account Role</label>
<select
value={createForm.account_role}
onChange={(e) => setCreateForm((form) => ({ ...form, account_role: e.target.value as 'owner' | 'admin' | 'engineer' | 'viewer' }))}
className={cn(
'w-full rounded-md border border-border bg-card px-3 py-2 text-sm text-foreground',
'focus:outline-hidden focus:border-primary focus:ring-2 focus:ring-primary/20'
)}
>
<option value="owner">Owner</option>
<option value="admin">Admin</option>
<option value="engineer">Engineer</option>
<option value="viewer">Viewer</option>
</select>
</div>
</>
)}
<div className="flex items-center gap-2">
<input
type="checkbox"
id="send-email"
checked={createForm.send_email}
onChange={(e) => setCreateForm((form) => ({ ...form, send_email: e.target.checked }))}
className="rounded border-border bg-card"
/>
<label htmlFor="send-email" className="text-sm text-muted-foreground">
Send welcome email with temporary password
</label>
</div>
</div>
</Modal>
{/* Temp password modal */}
<Modal
isOpen={!!tempPassword}
onClose={() => setTempPassword(null)}
title="User Created"
size="sm"
footer={(
<div className="flex justify-end">
<Button onClick={() => setTempPassword(null)}>Done</Button>
</div>
)}
>
<div className="space-y-4">
<div className="rounded-xl border border-yellow-400/20 bg-yellow-400/10 p-3 text-sm text-yellow-400">
This password will not be shown again. Copy it now.
</div>
<div>
<label className="mb-1 block text-sm font-medium text-foreground">Temporary Password</label>
<div className="flex items-center gap-2">
<code className="flex-1 rounded-md border border-border bg-card px-3 py-2 font-mono text-sm text-foreground">
{tempPassword}
</code>
<button
onClick={handleCopyPassword}
className="rounded-md border border-border p-2 text-muted-foreground transition-colors hover:bg-elevated hover:text-foreground"
title="Copy password"
>
{copied ? <Check className="h-4 w-4 text-green-400" /> : <Copy className="h-4 w-4" />}
</button>
</div>
</div>
<p className="text-xs text-muted-foreground">
The user will be required to change this password on first login.
</p>
</div>
</Modal>
{/* Invite User modal */}
<Modal
isOpen={showInviteModal}
onClose={() => setShowInviteModal(false)}
title="Invite User"
size="sm"
footer={(
<div className="flex justify-end gap-3">
<Button variant="secondary" onClick={() => setShowInviteModal(false)}>Cancel</Button>
<Button onClick={handleInviteUser} disabled={!inviteForm.email || !inviteForm.account_display_code} loading={inviteLoading}>
{inviteLoading ? 'Sending...' : 'Send Invite'}
</Button>
</div>
)}
>
<div className="space-y-4">
<div>
<label className="mb-1 block text-sm font-medium text-foreground">Email</label>
<Input
type="email"
value={inviteForm.email}
onChange={(e) => setInviteForm((form) => ({ ...form, email: e.target.value }))}
placeholder="user@example.com"
/>
</div>
<div>
<label className="mb-1 block text-sm font-medium text-foreground">Account Display Code</label>
<Input
type="text"
value={inviteForm.account_display_code}
onChange={(e) => setInviteForm((form) => ({ ...form, account_display_code: e.target.value }))}
placeholder="e.g. ABC12345"
/>
</div>
<div>
<label className="mb-1 block text-sm font-medium text-foreground">Role</label>
<select
value={inviteForm.role}
onChange={(e) => setInviteForm((form) => ({ ...form, role: e.target.value as 'engineer' | 'viewer' }))}
className={cn(
'w-full rounded-md border border-border bg-card px-3 py-2 text-sm text-foreground',
'focus:outline-hidden focus:border-primary focus:ring-2 focus:ring-primary/20'
)}
>
<option value="engineer">Engineer</option>
<option value="viewer">Viewer</option>
</select>
</div>
</div>
</Modal>
</div>
)
}
export default UsersPage

View File

@@ -1,6 +1,6 @@
import { useState, useEffect } from 'react'
import { Link } from 'react-router-dom'
import { Users, TreePine, CreditCard, Activity, TrendingUp } from 'lucide-react'
import { Users, TreePine, CreditCard, Activity, TrendingUp, Building2 } from 'lucide-react'
import { cn } from '@/lib/utils'
import { PageHeader } from '@/components/admin'
import { adminApi } from '@/api/admin'
@@ -43,7 +43,7 @@ export function DashboardPage() {
}, [])
const quickLinks = [
{ to: '/admin/users', label: 'Manage Users', icon: Users },
{ to: '/admin/accounts', label: 'Manage Accounts', icon: Building2 },
{ to: '/admin/plan-limits', label: 'Plan Limits', icon: TrendingUp },
{ to: '/admin/feature-flags', label: 'Feature Flags', icon: Activity },
{ to: '/admin/audit-logs', label: 'Audit Logs', icon: Activity },

View File

@@ -177,7 +177,7 @@ export function UserDetailPage() {
try {
await adminApi.hardDeleteUser(userId)
toast.success('User permanently deleted')
navigate('/admin/users')
navigate('/admin/accounts')
} catch (err: unknown) {
if (err && typeof err === 'object' && 'response' in err) {
const axiosErr = err as { response?: { data?: { detail?: string } } }
@@ -207,8 +207,8 @@ export function UserDetailPage() {
title="User not found"
description="This user may have been removed or is unavailable."
action={(
<Button variant="secondary" onClick={() => navigate('/admin/users')}>
Back to Users
<Button variant="secondary" onClick={() => navigate('/admin/accounts')}>
Back to Accounts
</Button>
)}
/>
@@ -223,7 +223,7 @@ export function UserDetailPage() {
{/* Header */}
<div className="flex items-center gap-4">
<button
onClick={() => navigate('/admin/users')}
onClick={() => navigate('/admin/accounts')}
className="rounded-md border border-border p-2 text-muted-foreground hover:bg-accent hover:text-foreground"
>
<ArrowLeft className="h-4 w-4" />

View File

@@ -1,556 +0,0 @@
import { useState, useEffect, useCallback } from 'react'
import { useNavigate } from 'react-router-dom'
import { UserCheck, UserX, Shield, ArrowRightLeft, ExternalLink, UserPlus, Copy, Check, Mail } from 'lucide-react'
import { Button } from '@/components/ui/Button'
import { Input } from '@/components/ui/Input'
import { DataTable, Pagination, SearchInput, PageHeader, StatusBadge, ActionMenu } from '@/components/admin'
import type { Column } from '@/components/admin'
import { Modal } from '@/components/common/Modal'
import { adminApi } from '@/api/admin'
import { toast } from '@/lib/toast'
import { cn } from '@/lib/utils'
interface AdminUser {
id: string
email: string
name: string
role: string
is_super_admin: boolean
is_active: boolean
account_id: string | null
account_role: string | null
created_at: string
last_login: string | null
deleted_at: string | null
}
export function UsersPage() {
const navigate = useNavigate()
const [users, setUsers] = useState<AdminUser[]>([])
const [loading, setLoading] = useState(true)
const [search, setSearch] = useState('')
const [page, setPage] = useState(1)
const [total, setTotal] = useState(0)
const pageSize = 20
const [showArchived, setShowArchived] = useState(false)
// Role change modal
const [roleModalUser, setRoleModalUser] = useState<AdminUser | null>(null)
const [newRole, setNewRole] = useState('')
// Move account modal
const [moveModalUser, setMoveModalUser] = useState<AdminUser | null>(null)
const [displayCode, setDisplayCode] = useState('')
// Create user modal
const [showCreateModal, setShowCreateModal] = useState(false)
const [createForm, setCreateForm] = useState({
email: '',
name: '',
account_mode: 'personal' as 'existing' | 'personal',
account_display_code: '',
account_role: 'engineer' as 'engineer' | 'viewer',
send_email: true,
})
const [createLoading, setCreateLoading] = useState(false)
// Temp password display modal
const [tempPassword, setTempPassword] = useState<string | null>(null)
const [copied, setCopied] = useState(false)
// Invite user modal
const [showInviteModal, setShowInviteModal] = useState(false)
const [inviteForm, setInviteForm] = useState({ email: '', account_display_code: '', role: 'engineer' as 'engineer' | 'viewer' })
const [inviteLoading, setInviteLoading] = useState(false)
const fetchUsers = useCallback(async () => {
setLoading(true)
try {
const data = await adminApi.listUsers({ page, size: pageSize, search: search || undefined, include_archived: showArchived || undefined })
setUsers(data.items || data)
setTotal(data.total || (data.items ? data.items.length : data.length))
} catch {
toast.error('Failed to load users')
} finally {
setLoading(false)
}
}, [page, search, showArchived])
useEffect(() => { fetchUsers() }, [fetchUsers])
const handleRoleChange = async () => {
if (!roleModalUser || !newRole) return
try {
await adminApi.updateUserRole(roleModalUser.id, newRole)
toast.success('Role updated')
setRoleModalUser(null)
fetchUsers()
} catch {
toast.error('Failed to update role')
}
}
const handleToggleActive = async (user: AdminUser) => {
try {
if (user.is_active) {
await adminApi.deactivateUser(user.id)
toast.success('User deactivated')
} else {
await adminApi.activateUser(user.id)
toast.success('User activated')
}
fetchUsers()
} catch {
toast.error('Failed to update user status')
}
}
const handleMoveAccount = async () => {
if (!moveModalUser || !displayCode) return
try {
await adminApi.moveUserAccount(moveModalUser.id, displayCode)
toast.success('User moved to account')
setMoveModalUser(null)
setDisplayCode('')
fetchUsers()
} catch {
toast.error('Failed to move user')
}
}
const handleCreateUser = async () => {
if (!createForm.email || !createForm.name) return
if (createForm.account_mode === 'existing' && !createForm.account_display_code) {
toast.error('Account display code is required')
return
}
setCreateLoading(true)
try {
const result = await adminApi.createUser({
email: createForm.email,
name: createForm.name,
account_mode: createForm.account_mode,
account_display_code: createForm.account_mode === 'existing' ? createForm.account_display_code : undefined,
account_role: createForm.account_mode === 'existing' ? createForm.account_role : undefined,
send_email: createForm.send_email,
})
setShowCreateModal(false)
setTempPassword(result.temporary_password)
setCopied(false)
toast.success(result.email_sent ? 'User created and welcome email sent' : 'User created')
setCreateForm({ email: '', name: '', account_mode: 'personal', account_display_code: '', account_role: 'engineer', send_email: true })
fetchUsers()
} catch (err: unknown) {
if (err && typeof err === 'object' && 'response' in err) {
const axiosErr = err as { response?: { data?: { detail?: string } } }
toast.error(axiosErr.response?.data?.detail || 'Failed to create user')
} else {
toast.error('Failed to create user')
}
} finally {
setCreateLoading(false)
}
}
const handleCopyPassword = async () => {
if (!tempPassword) return
await navigator.clipboard.writeText(tempPassword)
setCopied(true)
setTimeout(() => setCopied(false), 2000)
}
const handleInviteUser = async () => {
if (!inviteForm.email || !inviteForm.account_display_code) return
setInviteLoading(true)
try {
const result = await adminApi.createInvite({
email: inviteForm.email,
account_display_code: inviteForm.account_display_code,
role: inviteForm.role,
})
setShowInviteModal(false)
setInviteForm({ email: '', account_display_code: '', role: 'engineer' })
toast.success(result.email_sent ? 'Invite sent' : 'Invite created (email not configured)')
} catch (err: unknown) {
if (err && typeof err === 'object' && 'response' in err) {
const axiosErr = err as { response?: { data?: { detail?: string } } }
toast.error(axiosErr.response?.data?.detail || 'Failed to send invite')
} else {
toast.error('Failed to send invite')
}
} finally {
setInviteLoading(false)
}
}
const columns: Column<AdminUser>[] = [
{
key: 'name',
header: 'Name',
sortable: true,
render: (u) => (
<div>
<div className="font-medium text-foreground">{u.name}</div>
<div className="text-xs text-muted-foreground">{u.email}</div>
</div>
),
},
{
key: 'role',
header: 'Role',
render: (u) => (
<div className="flex items-center gap-2">
<span className="text-sm">{u.role}</span>
{u.is_super_admin && (
<StatusBadge variant="destructive">Super Admin</StatusBadge>
)}
</div>
),
},
{
key: 'status',
header: 'Status',
render: (u) => (
<div className="flex items-center gap-1">
<StatusBadge variant={u.is_active ? 'success' : 'destructive'}>
{u.is_active ? 'Active' : 'Inactive'}
</StatusBadge>
{u.deleted_at && (
<StatusBadge variant="warning">Archived</StatusBadge>
)}
</div>
),
},
{
key: 'created_at',
header: 'Joined',
sortable: true,
render: (u) => (
<span className="text-sm text-muted-foreground">
{new Date(u.created_at).toLocaleDateString()}
</span>
),
},
{
key: 'actions',
header: '',
className: 'w-12',
render: (u) => (
<ActionMenu items={[
{
label: 'View Detail',
icon: <ExternalLink className="h-4 w-4" />,
onClick: () => navigate(`/admin/users/${u.id}`),
},
{
label: 'Change Role',
icon: <Shield className="h-4 w-4" />,
onClick: () => { setRoleModalUser(u); setNewRole(u.role) },
},
{
label: u.is_active ? 'Deactivate' : 'Activate',
icon: u.is_active ? <UserX className="h-4 w-4" /> : <UserCheck className="h-4 w-4" />,
onClick: () => handleToggleActive(u),
destructive: u.is_active,
},
{
label: 'Move Account',
icon: <ArrowRightLeft className="h-4 w-4" />,
onClick: () => { setMoveModalUser(u); setDisplayCode('') },
},
]} />
),
},
]
return (
<div className="space-y-6">
<div className="flex items-center justify-between">
<PageHeader title="Users" description="Manage platform users and roles" />
<div className="flex items-center gap-3">
<Button variant="secondary" onClick={() => setShowInviteModal(true)}>
<Mail className="h-4 w-4" />
Invite User
</Button>
<Button onClick={() => setShowCreateModal(true)}>
<UserPlus className="h-4 w-4" />
Create User
</Button>
</div>
</div>
<div className="flex items-center gap-4">
<SearchInput
value={search}
onSearch={(v) => { setSearch(v); setPage(1) }}
placeholder="Search by name or email..."
className="max-w-sm"
/>
<label className="flex items-center gap-2 text-sm text-muted-foreground">
<input
type="checkbox"
checked={showArchived}
onChange={(e) => { setShowArchived(e.target.checked); setPage(1) }}
className="rounded border-border bg-card"
/>
Show archived
</label>
</div>
<DataTable
columns={columns}
data={users}
keyExtractor={(u) => u.id}
isLoading={loading}
/>
<Pagination
page={page}
totalPages={Math.ceil(total / pageSize)}
total={total}
pageSize={pageSize}
onPageChange={setPage}
/>
{/* Role Change Modal */}
<Modal
isOpen={!!roleModalUser}
onClose={() => setRoleModalUser(null)}
title="Change Role"
size="sm"
footer={
<div className="flex justify-end gap-3">
<Button variant="secondary" onClick={() => setRoleModalUser(null)}>Cancel</Button>
<Button onClick={handleRoleChange}>Save</Button>
</div>
}
>
<div className="space-y-4">
<p className="text-sm text-muted-foreground">
Changing role for <span className="font-medium text-foreground">{roleModalUser?.name}</span>
</p>
<select
value={newRole}
onChange={(e) => setNewRole(e.target.value)}
className={cn(
'w-full rounded-md border border-border bg-card px-3 py-2 text-sm text-foreground',
'focus:outline-hidden focus:border-primary focus:ring-2 focus:ring-primary/20'
)}
>
<option value="engineer">Engineer</option>
<option value="viewer">Viewer</option>
</select>
</div>
</Modal>
{/* Move Account Modal */}
<Modal
isOpen={!!moveModalUser}
onClose={() => setMoveModalUser(null)}
title="Move User to Account"
size="sm"
footer={
<div className="flex justify-end gap-3">
<Button variant="secondary" onClick={() => setMoveModalUser(null)}>Cancel</Button>
<Button onClick={handleMoveAccount} disabled={!displayCode}>Move</Button>
</div>
}
>
<div className="space-y-4">
<p className="text-sm text-muted-foreground">
Moving <span className="font-medium text-foreground">{moveModalUser?.name}</span> to a new account.
</p>
<div>
<label className="mb-1 block text-sm font-medium text-foreground">Account Display Code</label>
<Input
type="text"
value={displayCode}
onChange={(e) => setDisplayCode(e.target.value)}
placeholder="e.g. ABC-1234"
/>
</div>
</div>
</Modal>
{/* Create User Modal */}
<Modal
isOpen={showCreateModal}
onClose={() => setShowCreateModal(false)}
title="Create User"
size="sm"
footer={
<div className="flex justify-end gap-3">
<Button variant="secondary" onClick={() => setShowCreateModal(false)}>Cancel</Button>
<Button onClick={handleCreateUser} disabled={!createForm.email || !createForm.name} loading={createLoading}>
{createLoading ? 'Creating...' : 'Create User'}
</Button>
</div>
}
>
<div className="space-y-4">
<div>
<label className="mb-1 block text-sm font-medium text-foreground">Name</label>
<Input
type="text"
value={createForm.name}
onChange={(e) => setCreateForm(f => ({ ...f, name: e.target.value }))}
placeholder="Full name"
/>
</div>
<div>
<label className="mb-1 block text-sm font-medium text-foreground">Email</label>
<Input
type="email"
value={createForm.email}
onChange={(e) => setCreateForm(f => ({ ...f, email: e.target.value }))}
placeholder="user@example.com"
/>
</div>
<div>
<label className="mb-1 block text-sm font-medium text-foreground">Account Mode</label>
<select
value={createForm.account_mode}
onChange={(e) => setCreateForm(f => ({ ...f, account_mode: e.target.value as 'existing' | 'personal' }))}
className={cn(
'w-full rounded-md border border-border bg-card px-3 py-2 text-sm text-foreground',
'focus:outline-hidden focus:border-primary focus:ring-2 focus:ring-primary/20'
)}
>
<option value="personal">Personal (new account)</option>
<option value="existing">Join existing account</option>
</select>
</div>
{createForm.account_mode === 'existing' && (
<>
<div>
<label className="mb-1 block text-sm font-medium text-foreground">Account Display Code</label>
<Input
type="text"
value={createForm.account_display_code}
onChange={(e) => setCreateForm(f => ({ ...f, account_display_code: e.target.value }))}
placeholder="e.g. ABC12345"
/>
</div>
<div>
<label className="mb-1 block text-sm font-medium text-foreground">Account Role</label>
<select
value={createForm.account_role}
onChange={(e) => setCreateForm(f => ({ ...f, account_role: e.target.value as 'engineer' | 'viewer' }))}
className={cn(
'w-full rounded-md border border-border bg-card px-3 py-2 text-sm text-foreground',
'focus:outline-hidden focus:border-primary focus:ring-2 focus:ring-primary/20'
)}
>
<option value="engineer">Engineer</option>
<option value="viewer">Viewer</option>
</select>
</div>
</>
)}
<div className="flex items-center gap-2">
<input
type="checkbox"
id="send-email"
checked={createForm.send_email}
onChange={(e) => setCreateForm(f => ({ ...f, send_email: e.target.checked }))}
className="rounded border-border bg-card"
/>
<label htmlFor="send-email" className="text-sm text-muted-foreground">
Send welcome email with temporary password
</label>
</div>
</div>
</Modal>
{/* Temporary Password Modal */}
<Modal
isOpen={!!tempPassword}
onClose={() => setTempPassword(null)}
title="User Created"
size="sm"
footer={
<div className="flex justify-end">
<Button onClick={() => setTempPassword(null)}>Done</Button>
</div>
}
>
<div className="space-y-4">
<div className="rounded-xl border border-yellow-400/20 bg-yellow-400/10 p-3 text-sm text-yellow-400">
This password will not be shown again. Copy it now.
</div>
<div>
<label className="mb-1 block text-sm font-medium text-foreground">Temporary Password</label>
<div className="flex items-center gap-2">
<code className="flex-1 rounded-md border border-border bg-card px-3 py-2 text-sm text-foreground font-mono">
{tempPassword}
</code>
<button
onClick={handleCopyPassword}
className="rounded-md border border-border p-2 text-muted-foreground hover:bg-accent hover:text-foreground transition-colors"
title="Copy password"
>
{copied ? <Check className="h-4 w-4 text-green-400" /> : <Copy className="h-4 w-4" />}
</button>
</div>
</div>
<p className="text-xs text-muted-foreground">
The user will be required to change this password on first login.
</p>
</div>
</Modal>
{/* Invite User Modal */}
<Modal
isOpen={showInviteModal}
onClose={() => setShowInviteModal(false)}
title="Invite User"
size="sm"
footer={
<div className="flex justify-end gap-3">
<Button variant="secondary" onClick={() => setShowInviteModal(false)}>Cancel</Button>
<Button onClick={handleInviteUser} disabled={!inviteForm.email || !inviteForm.account_display_code} loading={inviteLoading}>
{inviteLoading ? 'Sending...' : 'Send Invite'}
</Button>
</div>
}
>
<div className="space-y-4">
<div>
<label className="mb-1 block text-sm font-medium text-foreground">Email</label>
<Input
type="email"
value={inviteForm.email}
onChange={(e) => setInviteForm(f => ({ ...f, email: e.target.value }))}
placeholder="user@example.com"
/>
</div>
<div>
<label className="mb-1 block text-sm font-medium text-foreground">Account Display Code</label>
<Input
type="text"
value={inviteForm.account_display_code}
onChange={(e) => setInviteForm(f => ({ ...f, account_display_code: e.target.value }))}
placeholder="e.g. ABC12345"
/>
</div>
<div>
<label className="mb-1 block text-sm font-medium text-foreground">Role</label>
<select
value={inviteForm.role}
onChange={(e) => setInviteForm(f => ({ ...f, role: e.target.value as 'engineer' | 'viewer' }))}
className={cn(
'w-full rounded-md border border-border bg-card px-3 py-2 text-sm text-foreground',
'focus:outline-hidden focus:border-primary focus:ring-2 focus:ring-primary/20'
)}
>
<option value="engineer">Engineer</option>
<option value="viewer">Viewer</option>
</select>
</div>
</div>
</Modal>
</div>
)
}
export default UsersPage

View File

@@ -56,6 +56,7 @@ const FlowPilotAnalyticsPage = lazyWithRetry(() => import('@/pages/FlowPilotAnal
const ScriptBuilderPage = lazyWithRetry(() => import('@/pages/ScriptBuilderPage'))
const KBAcceleratorPage = lazyWithRetry(() => import('@/pages/KBAcceleratorPage'))
const SessionQueuePage = lazyWithRetry(() => import('@/pages/SessionQueuePage'))
const TicketsPage = lazyWithRetry(() => import('@/pages/TicketsPage'))
const DevBranchingPage = lazyWithRetry(() => import('@/pages/DevBranchingPage'))
const GuidesHubPage = lazyWithRetry(() => import('@/pages/GuidesHubPage'))
const GuideDetailPage = lazyWithRetry(() => import('@/pages/GuideDetailPage'))
@@ -65,7 +66,8 @@ const DiagramEditorPage = lazyWithRetry(() => import('@/pages/NetworkDiagrams/Di
// Admin pages
const AdminLayout = lazyWithRetry(() => import('@/components/admin/AdminLayout'))
const AdminDashboardPage = lazyWithRetry(() => import('@/pages/admin/DashboardPage'))
const AdminUsersPage = lazyWithRetry(() => import('@/pages/admin/UsersPage'))
const AdminAccountsPage = lazyWithRetry(() => import('@/pages/admin/AccountsPage'))
const AdminAccountDetailPage = lazyWithRetry(() => import('@/pages/admin/AccountDetailPage'))
const AdminUserDetailPage = lazyWithRetry(() => import('@/pages/admin/UserDetailPage'))
const AdminInviteCodesPage = lazyWithRetry(() => import('@/pages/admin/InviteCodesPage'))
const AdminAuditLogsPage = lazyWithRetry(() => import('@/pages/admin/AuditLogsPage'))
@@ -189,6 +191,7 @@ export const router = sentryCreateBrowserRouter([
{ path: 'trees/:id/navigate', element: page(TreeNavigationPage) },
{ path: 'sessions', element: page(SessionHistoryPage) },
{ path: 'sessions/:id', element: page(SessionDetailPage) },
{ path: 'tickets', element: page(TicketsPage) },
{ path: 'shares', element: page(MySharesPage) },
{ path: 'analytics', element: page(TeamAnalyticsPage) },
{ path: 'analytics/me', element: page(MyAnalyticsPage) },
@@ -227,7 +230,9 @@ export const router = sentryCreateBrowserRouter([
),
children: [
{ index: true, element: page(AdminDashboardPage) },
{ path: 'users', element: page(AdminUsersPage) },
{ path: 'accounts', element: page(AdminAccountsPage) },
{ path: 'accounts/:accountId', element: page(AdminAccountDetailPage) },
{ path: 'users', element: page(AdminAccountsPage) },
{ path: 'users/:userId', element: page(AdminUserDetailPage) },
{ path: 'invite-codes', element: page(AdminInviteCodesPage) },
{ path: 'audit-logs', element: page(AdminAuditLogsPage) },

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