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

..

0f1ca2af3647_add_maintenance_tree_type.py

feat: add maintenance tree_type with db migration and tests

2026-02-17 10:35:31 -05:00

0fd2a90a9c2c_add_maintenance_schedules_table.py

feat: add maintenance_schedules table, schema, and CRUD endpoints

2026-02-17 13:20:55 -05:00

4cdb5cba1aff_add_custom_steps_to_sessions.py

feat: Add custom step creation and backend support (Phase 3A: B.8-B.10, B.13)

2026-02-03 19:15:36 -05:00

4f4137ce79e5_add_is_service_account_to_users.py

feat: Step Library sync + service account for default tree ownership

2026-02-25 23:17:29 -05:00

6e8128ef2aa8_add_batch_id_and_target_label_to_.py

feat: add batch_id/target_label to sessions and batch launch endpoint

2026-02-17 11:48:08 -05:00

7e00fa3c75c9_fix_datetime_timezone.py

Fix backend: add passlib/bcrypt, fix datetime timezone issues

2026-01-23 12:17:18 -05:00

11c8abf7ef5b_add_session_search_indexes.py

feat: implement session history search and filtering (Issue #35)

2026-02-07 21:17:25 -05:00

25b001abd0f7_merge_tree_sharing_and_session_indexes.py

feat: implement tree sharing, draft trees, and session-to-tree conversion (Issues #16, #25, #17)

2026-02-07 23:06:13 -05:00

001_initial_schema.py

Initial commit: Backend API Phase 1a complete

2026-01-22 14:38:53 -05:00

002_add_invite_codes.py

Add invite code registration system for beta

2026-02-01 00:08:06 -05:00

003_add_tree_is_default.py

Add is_default flag for system trees

2026-02-01 01:32:10 -05:00

004_add_tree_is_public.py

Add public/private visibility for trees

2026-02-01 16:53:19 -05:00

005_add_tree_organization.py

Add tree organization system with categories, tags, and folders

2026-02-02 01:31:13 -05:00

006_add_folder_hierarchy.py

Add tree organization system with categories, tags, and folders

2026-02-02 01:31:13 -05:00

007_add_step_categories.py

Add step library foundation and user preferences (#24)

2026-02-03 02:07:46 -05:00

008_add_step_library.py

Add step library foundation and user preferences (#24)

2026-02-03 02:07:46 -05:00

009_add_scratchpad_to_sessions.py

feat: add scratchpad column to sessions table

2026-02-04 02:47:18 -05:00

010_add_is_super_admin.py

feat: implement RBAC permissions system

2026-02-05 02:42:44 -05:00

011_add_role_check_constraint.py

fix: critical security hardening (Phase A permissions audit)

2026-02-05 22:04:37 -05:00

012_add_user_is_active.py

fix: high-severity security hardening (Phase B permissions audit)

2026-02-05 22:44:05 -05:00

013_add_refresh_tokens.py

fix: high-severity security hardening (Phase B permissions audit)

2026-02-05 22:44:05 -05:00

014_add_audit_logs.py

feat: add audit log table and integration with admin/tree endpoints

2026-02-05 23:28:41 -05:00

015_add_deleted_at_to_trees.py

feat: upgrade tree deletion to soft delete with deleted_at timestamp

2026-02-05 23:33:05 -05:00

016_add_subscription_tables.py

feat: add account-based subscription model with migrations

2026-02-07 02:38:47 -05:00

017_add_account_id_to_users.py

feat: add account-based subscription model with migrations

2026-02-07 02:38:47 -05:00

018_migrate_users_to_accounts.py

feat: add account-based subscription model with migrations

2026-02-07 02:38:47 -05:00

019_migrate_team_fks_to_account.py

feat: add account-based subscription model with migrations

2026-02-07 02:38:47 -05:00

020_finalize_account_migration.py

fix: resolve circular FK between users and accounts on registration

2026-02-07 02:55:53 -05:00

021_fix_owner_id_nullable.py

fix: add migration 021 to make accounts.owner_id nullable on existing DBs

2026-02-07 03:06:35 -05:00

022_add_tree_forking.py

feat: add tree forking, custom step tracking, and session sharing

2026-02-07 19:10:47 -05:00

023_add_session_sharing.py

feat: add tree forking, custom step tracking, and session sharing

2026-02-07 19:10:47 -05:00

024_add_tree_sharing.py

feat: implement tree sharing, draft trees, and session-to-tree conversion (Issues #16, #25, #17)

2026-02-07 23:06:13 -05:00

025_add_tree_status_field.py

feat: implement tree sharing, draft trees, and session-to-tree conversion (Issues #16, #25, #17)

2026-02-07 23:06:13 -05:00

026_add_admin_panel_tables.py

feat: implement full admin panel with dashboard, user management, and platform settings

2026-02-08 06:05:59 -05:00

027_add_trees_fts_index.py

refactor: tech debt reduction - extract hooks, deduplicate helpers, update deps, add CI

2026-02-08 08:14:22 -05:00

028_add_session_variables.py

feat: add dual-mode tree editor with Code Mode, variables, and markdown sync

2026-02-10 09:45:26 -05:00

029_add_session_outcomes.py

Implement session outcomes, step timing, and live timer fixes

2026-02-11 17:52:12 -05:00

030_enhance_invite_codes.py

feat: admin invite codes with plan assignment + user detail page

2026-02-11 21:42:58 -05:00

031_add_must_change_password_to_users.py

feat: user management — admin create, password reset, archive/delete, quick invite

2026-02-13 01:42:51 -05:00

032_add_password_reset_tokens.py

feat: user management — admin create, password reset, archive/delete, quick invite

2026-02-13 01:42:51 -05:00

033_add_soft_delete_to_users.py

feat: user management — admin create, password reset, archive/delete, quick invite

2026-02-13 01:42:51 -05:00

034_add_next_steps_to_sessions.py

feat: add next_steps column and update session schemas

2026-02-13 08:32:20 -05:00

035_add_tree_type_and_intake_form.py

feat: add procedural flows with intake forms, navigation, and seed templates

2026-02-14 04:13:52 -05:00

036_add_workspaces.py

feat: UI design system - sidebar layout, workspace system, and shell redesign (#77)

2026-02-15 22:45:19 -05:00

037_add_user_pinned_trees.py

feat: UI design system - sidebar layout, workspace system, and shell redesign (#77)

2026-02-15 22:45:19 -05:00

038_remove_workspace_system.py

feat: UI design system - sidebar layout, workspace system, and shell redesign (#77)

2026-02-15 22:45:19 -05:00

039_add_session_ratings_and_analytics_indexes.py

feat: analytics dashboards & two-tier feedback system (#78)

2026-02-16 15:23:14 -05:00

040_add_user_profile_fields.py

feat: Slate & Ice Modern aesthetic redesign (#94)

2026-03-04 20:44:25 -05:00

041_add_email_verification_tokens.py

feat: Slate & Ice Modern aesthetic redesign (#94)

2026-03-04 20:44:25 -05:00

042_add_pgvector_and_tree_embeddings.py

feat: Slate & Ice Modern aesthetic redesign (#94)

2026-03-04 20:44:25 -05:00

043_add_copilot_conversations.py

feat: Slate & Ice Modern aesthetic redesign (#94)

2026-03-04 20:44:25 -05:00

044_add_assistant_chats.py

feat: Slate & Ice Modern aesthetic redesign (#94)

2026-03-04 20:44:25 -05:00

045_add_chat_retention_settings.py

feat: Slate & Ice Modern aesthetic redesign (#94)

2026-03-04 20:44:25 -05:00

046_add_survey_responses_table.py

chore: archive old plan docs + add survey foundation files

2026-03-05 02:03:38 -05:00

047_add_survey_invites_table.py

feat: add survey_invites migration and invite_id FK

2026-03-05 01:41:22 -05:00

048_add_chat_conclusion_fields.py

feat: AI chat conclusion + survey completion & management (#95)

2026-03-05 22:43:02 -05:00

049_add_survey_response_management_fields.py

feat: AI chat conclusion + survey completion & management (#95)

2026-03-05 22:43:02 -05:00

050_add_import_metadata_to_trees.py

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

2026-03-07 15:51:37 -05:00

051_extend_ai_chat_session.py

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

2026-03-07 15:51:37 -05:00

052_add_ai_suggestion_table.py

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

2026-03-07 15:51:37 -05:00

053_add_prepared_session_fields.py

feat: flexible intake — deferred variables + prepared sessions (#103)

2026-03-10 09:49:51 -04:00

054_add_kb_imports.py

feat: KB Accelerator — convert KB articles into interactive flows

2026-03-10 20:56:28 -04:00

055_add_kb_plan_limits.py

feat: KB Accelerator — convert KB articles into interactive flows

2026-03-10 20:56:28 -04:00

5812e7df852f_add_target_lists_table.py

fix: clean migration, cross-team isolation test, and PUT field-set fix for target_lists

2026-02-17 11:29:25 -05:00

1490781700bc_backfill_default_tree_author_id_to_.py

fix: create system account for service user to satisfy account_id NOT NULL on prod (#91)

2026-02-25 23:52:48 -05:00

a1b2c3d4e5f6_add_ai_flow_builder.py

feat: AI-assisted flow builder with 4-stage wizard (#87)

2026-02-23 00:03:54 -05:00

e2d81e82ea5e_add_ai_chat_sessions_table.py

feat: add ai_chat_sessions database model and migration

2026-02-27 03:42:10 -05:00

e65b9f8fd458_add_feedback_table.py

feat: add feedback database model and migration

2026-02-18 17:39:44 -05:00

fb1481317ff6_add_step_library_sync_fields.py

feat: Step Library sync + service account for default tree ownership

2026-02-25 23:17:29 -05:00