feat: flow export/import + procedural Flow Assist #96

Merged
chihlasm merged 43 commits from feat/flow-transfer-and-procedural-assist into main 2026-03-07 20:51:37 +00:00
chihlasm commented 2026-03-06 16:46:33 +00:00 (Migrated from github.com)

Summary

  • Flow Export/Import: .rfflow file format (JSON) for exporting and importing flows across teams/accounts. Export button on editor + library, import with preview modal, provenance tracking via import_metadata JSONB column.
  • Flow Assist Chat Input: Matched Flow Assist chat input styling to AI Assistant (rows, padding, glass border).
  • One Question Rule: Strengthened AI system prompt to strictly enforce asking one question at a time.
  • Procedural Flow Assist: AI chat builder now correctly generates procedural/maintenance flows using the flat steps-array schema instead of the troubleshooting decision-tree schema. Includes procedural-specific system prompts, step validator, steps preview component, and intake form support.
  • Flow Type Selection: Users can now start Flow Assist for procedural flows via the "Create New" dropdown or type-aware library button.

Test Plan

  • Export a troubleshooting flow as .rfflow, verify JSON structure
  • Import the .rfflow file, verify draft creation with provenance
  • Start Flow Assist for a troubleshooting flow — verify it builds branching tree
  • Start Flow Assist for a procedural flow — verify it builds sequential steps
  • Verify steps preview panel renders correctly during procedural chat
  • Verify "Create New" dropdown shows "Build with Flow Assist" per flow type
  • Run DB migration (alembic upgrade head) for import_metadata column
  • Backend tests pass: pytest --override-ini="addopts="
  • Frontend build passes: npm run build

🤖 Generated with Claude Code

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

## Summary - **Flow Export/Import:** `.rfflow` file format (JSON) for exporting and importing flows across teams/accounts. Export button on editor + library, import with preview modal, provenance tracking via `import_metadata` JSONB column. - **Flow Assist Chat Input:** Matched Flow Assist chat input styling to AI Assistant (rows, padding, glass border). - **One Question Rule:** Strengthened AI system prompt to strictly enforce asking one question at a time. - **Procedural Flow Assist:** AI chat builder now correctly generates procedural/maintenance flows using the flat steps-array schema instead of the troubleshooting decision-tree schema. Includes procedural-specific system prompts, step validator, steps preview component, and intake form support. - **Flow Type Selection:** Users can now start Flow Assist for procedural flows via the "Create New" dropdown or type-aware library button. ## Test Plan - [ ] Export a troubleshooting flow as `.rfflow`, verify JSON structure - [ ] Import the `.rfflow` file, verify draft creation with provenance - [ ] Start Flow Assist for a troubleshooting flow — verify it builds branching tree - [ ] Start Flow Assist for a procedural flow — verify it builds sequential steps - [ ] Verify steps preview panel renders correctly during procedural chat - [ ] Verify "Create New" dropdown shows "Build with Flow Assist" per flow type - [ ] Run DB migration (`alembic upgrade head`) for `import_metadata` column - [ ] Backend tests pass: `pytest --override-ini="addopts="` - [ ] Frontend build passes: `npm run build` 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
railway-app[bot] commented 2026-03-06 16:46:49 +00:00 (Migrated from github.com)

🚅 Deployed to the patherly-pr-96 environment in selfless-grace

Service Status Web Updated (UTC)
hopeful-liberation 🕒 Building (View Logs) Web Mar 7, 2026 at 8:51 pm
patherly 🕐 Initializing (View Logs) Web Mar 7, 2026 at 8:51 pm
<!-- railway-bot-comment-version=2 --> <!-- railway-project-id="22b9b58c-271b-42e5-a10e-6fdec8d00134" railway-project-name="selfless-grace" --> 🚅 Deployed to the [patherly-pr-96](https://railway.com/project/22b9b58c-271b-42e5-a10e-6fdec8d00134?environmentId=3175acb0-57b2-4800-9f13-b346a3f55162) environment in **[selfless-grace](https://railway.com/project/22b9b58c-271b-42e5-a10e-6fdec8d00134)** | **Service** | **Status** | **Web** | **Updated** (UTC) | | :--- | :--- | :--- | :--- | | hopeful-liberation | 🕒 Building ([View Logs](https://railway.com/project/22b9b58c-271b-42e5-a10e-6fdec8d00134/service/e1db2ee3-d241-4f45-abe4-c9c5fdf483d5?id=53be06f3-f6f5-47cc-97c4-6c6330bbf741&environmentId=3175acb0-57b2-4800-9f13-b346a3f55162)) | [Web](https://hopeful-liberation-patherly-pr-96.up.railway.app) | Mar 7, 2026 at 8:51 pm | | patherly | 🕐 Initializing ([View Logs](https://railway.com/project/22b9b58c-271b-42e5-a10e-6fdec8d00134/service/95f556ff-5264-4116-a0c2-618a2fc53ba4?id=6ba8ce01-f463-41ed-a83b-d4278a6e89c9&environmentId=3175acb0-57b2-4800-9f13-b346a3f55162)) | [Web](https://patherly-patherly-pr-96.up.railway.app) | Mar 7, 2026 at 8:51 pm |
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