feat: KB Accelerator — convert KB articles into interactive flows #104

Merged
chihlasm merged 20 commits from feat/kb-accelerator into main 2026-03-12 21:29:08 +00:00

20 Commits

Author SHA1 Message Date
Michael Chihlas
cfe112ac43 docs: add landing page assets and polish landing CSS
Add landing page .docx export, HTML mockup, docx generator script,
and refine landing page CSS formatting/spacing.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-12 17:28:49 -04:00
chihlasm
042a12b190 feat: add landing page with beta signup + raise KB node limit to 100
Landing page at /landing with full marketing content: hero, features,
pricing, testimonials, and beta email signup form. Beta signups email
beta@resolutionflow.com via new public endpoint. Unauthenticated users
redirect to landing instead of login. Also raises KB Accelerator node
limit from 50 to 100 to accommodate dense troubleshooting articles.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-12 00:23:29 -04:00
chihlasm
92c86cab80 fix: handle object-shaped validation errors in KB commit error toast
The commit endpoint returns {message, validation_errors} when
validation fails, but the error handler was passing the whole object
to toast.error(), crashing React with "Objects are not valid as a
React child".

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 23:56:45 -04:00
chihlasm
458c2d9cab fix: prevent circular parent_node_id in KB troubleshooting import
AI-generated trees can have circular next_node_id references (e.g.,
node A → B → A). The parent mapping now checks for cycles before
assigning parent_node_id, preventing FK deadlocks during insert.

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

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

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

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 22:56:40 -04:00
Michael Chihlas
963c0da10a docs: update CLAUDE.md with Railway and node field learnings
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-11 21:19:51 -04:00
Michael Chihlas
9495b09e72 fix: copilot node context — use title/question/description over legacy content field
_build_flow_context() was reading node.get('content') which was only
present on old KB-imported steps. Now falls back through title →
question → description → content → label so all node types (decision,
action, solution, procedural step) show correctly in the copilot context.

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

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

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 09:12:43 -04:00
Michael Chihlas
c920e825c6 fix: auto-reload on chunk load errors in ErrorBoundary
RouteError already handled stale chunk errors, but the Sentry ErrorBoundary
didn't — so errors from React lazy() imports hit the generic error UI.
Now auto-reloads with loop prevention (10s cooldown via sessionStorage).

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 03:17:24 -04:00
Michael Chihlas
a976f16575 fix: session closure popover z-index — bypass stagger-item stacking context
The StaggerList wrapper creates per-item stacking contexts via CSS animation,
causing the absolute-positioned close popover to render behind sibling cards.
Replace StaggerList with inline stagger-item rendering so we can apply z-50
directly to the stagger-item wrapper when its popover is open.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 03:09:17 -04:00
Michael Chihlas
8c73233dd0 fix: KB conversion — increase max_tokens, add JSON repair, improve error handling
- Increase max_tokens from 8192 to 16384 to prevent truncation on long articles
- Add _try_repair_json() that fixes trailing commas and attempts to close
  unclosed brackets/braces from truncated AI responses
- Log full raw response (first 2000 chars) on parse failure for debugging
- Set status to 'failed' with user-friendly error message instead of leaving
  imports stuck in 'processing' state

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 02:57:27 -04:00
Michael Chihlas
8b3033ca9d fix: tree navigation root ID + session closure popover z-index
- TreeNavigationPage: initialize currentNodeId from tree_structure.id
  instead of hardcoded 'root' — fixes "Invalid tree structure" for trees
  with non-'root' root IDs (KB Accelerator, AI Flow Builder)
- SessionHistoryPage: add relative z-10 to session card when close
  popover is open so it renders above sibling cards

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 02:54:00 -04:00
Michael Chihlas
2f23141daf fix: KB tree builder — post-build repair, validation gate, and root ID handling
- Add _repair_tree() post-build pass that fixes structural issues caused by
  placed-set race conditions: demotes decisions with <2 children to actions,
  hoists orphaned children as siblings, converts dead-end actions to solutions
- Add validation gate at commit endpoint — rejects trees that fail validation
  with a 422 and descriptive error messages instead of saving invalid trees
- Update test fixtures to create valid multi-node tree structures
- Frontend: initialize currentNodeId from tree's actual root ID instead of
  hardcoded 'root', fixing "Invalid tree structure" for KB-generated trees

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

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

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

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 01:59:03 -04:00
Michael Chihlas
71ff4a8c35 feat: KB Accelerator — convert KB articles into interactive flows
Full-stack implementation of the KB Accelerator feature that converts
static MSP knowledge base articles into interactive troubleshooting
and procedural flows using AI.

Backend:
- Migrations 054/055: kb_imports, kb_import_nodes tables + plan_limits KB columns
- SQLAlchemy models with relationships and self-referential node hierarchy
- Text extraction service (txt, paste, docx with structural metadata)
- AI conversion service with MSP-specialist prompts for both flow types
- 8 API endpoints: upload, get, list, convert, edit node, commit, delete, quota
- Tier-gated access via plan_limits (free: 3 lifetime, pro/team: unlimited)
- 8 integration tests covering upload, get/list, quota, commit, delete

Frontend:
- TypeScript types and API client for all KB Accelerator endpoints
- Multi-step wizard page: upload → processing → review → success
- Upload screen with paste/file tabs, drag-drop, target type selector
- Two-panel review screen with source highlighting and node cards
- Per-node actions: approve, edit, regenerate, insert, delete
- Confidence color indicators (green/amber/red)
- Sidebar navigation with Sparkles icon
- Code-split lazy-loaded route at /kb-accelerator

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 20:56:28 -04:00