Files
resolutionflow/backend/app/api/endpoints/trees.py
chihlasm 4d2c4930fd feat: Slate & Ice Modern aesthetic redesign (#94)
* chore: update Google Fonts to Bricolage Grotesque, IBM Plex Sans, JetBrains Mono

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

* chore: update Tailwind config to Slate & Ice theme colors and fonts

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

* feat: update CSS variables and glass-card utilities for Slate & Ice theme

- Replace all color variables with Slate & Ice palette
- Add glass system vars (--glass-bg, --glass-blur, --shadow-float)
- Replace legacy glass-card with new variable-driven glass classes
- Add breatheGlow, bellWobble, slideDown, fadeInRight keyframes
- Update font references to IBM Plex Sans and Bricolage Grotesque

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

* feat: recolor BrandLogo to cyan gradient, split BrandWordmark for gradient Flow text

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

* feat: update TopBar with glassmorphism backdrop and cyan accent styling

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

* feat: update Sidebar with glassmorphism backdrop

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

* feat: add ambient atmosphere gradient orbs behind app shell

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

* feat: update QuickStats and SessionsPanel with glass-card styling

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

* feat: add WeeklyCalendar, QuickActions, OpenSessions, RecentActivity dashboard components

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

* feat: redesign dashboard layout with calendar, open sessions, and glass-card panels

New layout: greeting → calendar+actions → sessions+stats → activity
Replaces old QuickStats and SessionsPanel with new dashboard components

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

* fix: replace remaining purple hex references with ice-cyan accent

Sweep of hardcoded purple hex values (#818cf8, #6366f1) replaced with
new cyan accent (#06b6d4) in QuickActions, RecentActivity, QuickLaunch,
and SVG brand assets.

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

* docs: update CLAUDE.md branding and design system for Slate & Ice Modern

Updated Last Updated date, branding section (fonts, colors, glass
utilities, atmosphere orbs), component styling rules, and Design System
section to reflect the new ice-cyan glassmorphism theme.

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

* docs: add Slate & Ice Modern design doc and implementation plan

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

* feat: redesign login page with Slate & Ice Modern design system

Apply glassmorphism styling, atmosphere orbs, branded wordmark, and
consistent design tokens to match the updated app shell aesthetic.

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

* fix: raise TopBar z-index so profile dropdown renders above main content

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

* feat: add AI assistant with in-session copilot and standalone chat with RAG

Implements three-phase AI assistant feature:
- Phase 0: RAG infrastructure with pgvector embeddings, Voyage AI integration,
  tree chunking service, and semantic search over team's flow library
- Phase 1: In-session copilot panel during flow navigation with contextual
  AI help, current step awareness, and suggested related flows
- Phase 2: Standalone AI chat page with persistent conversation history,
  pin/delete, and configurable retention policies (account-level)

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

* feat: add account management, email verification, AI fixes, and user guides

- Profile settings, account transfer, delete/leave account flows
- Email verification with JWT tokens and Resend integration
- AI assistant/copilot fixes: markdown rendering, shared RAG helpers,
  token tracking, input refocus, model_validate usage
- User guides hub + detail pages with 13 topic guides
- Sidebar and top bar navigation for guides

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

* fix: prevent stale chunk errors after deployments

- Set Cache-Control no-cache on index.html in nginx so browsers always
  fetch fresh chunk references after a deploy
- Auto-reload on chunk load failures (stale deploy detection) with
  loop prevention via sessionStorage
- Show friendly "App Updated" message if auto-reload doesn't resolve it

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

* feat: add email verification toggle to admin settings

Adds platform-level toggle to enable/disable email verification.
When disabled, the verification banner is hidden and the send
endpoint returns 403.

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

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-04 20:44:25 -05:00

1281 lines
43 KiB
Python

import logging
from datetime import datetime, timezone
from typing import Annotated, Optional
from uuid import UUID
import secrets
from fastapi import APIRouter, Depends, HTTPException, status, Query, Request
from sqlalchemy.ext.asyncio import AsyncSession
from sqlalchemy import select, func, or_, update
from sqlalchemy.orm import selectinload
from app.core.database import get_db
from app.models.tree import Tree
from app.models.tree_share import TreeShare
from app.models.user import User
from app.models.category import TreeCategory
from app.models.tag import TreeTag, tree_tag_assignments
from app.models.folder import UserFolder, user_folder_trees
from app.schemas.tree import (
TreeCreate, TreeUpdate, TreeResponse, TreeListResponse, CategoryInfo,
ForkCreate, ForkInfo, TreeShareCreate, TreeShareResponse,
TreeVisibilityUpdate, SharedTreeResponse, TreeValidationResponse, ValidationError,
PinnedFlowResponse, PinnedFlowsListResponse, PinnedFlowReorderRequest
)
from app.models.user_pinned_tree import UserPinnedTree
from app.api.deps import get_current_active_user, require_engineer_or_admin, require_admin, get_service_account_id
from app.core.permissions import can_edit_tree, can_access_tree
from app.core.filters import build_tree_access_filter
from app.core.subscriptions import check_tree_limit
from app.core.audit import log_audit
from app.core.config import settings
from app.core.tree_validation import can_publish_tree
from app.core.step_sync import sync_steps_from_tree, deactivate_synced_steps_for_tree
from app.services.rag_service import index_tree as rag_index_tree
router = APIRouter(prefix="/trees", tags=["trees"])
def build_tree_response(tree: Tree, author_map: dict | None = None) -> TreeListResponse:
"""Build TreeListResponse with category_info and tags."""
category_info = None
if tree.category_rel:
category_info = CategoryInfo(
id=tree.category_rel.id,
name=tree.category_rel.name,
slug=tree.category_rel.slug
)
author_name = (author_map or {}).get(tree.author_id)
return TreeListResponse(
id=tree.id,
name=tree.name,
description=tree.description,
tree_type=tree.tree_type,
category=tree.category,
category_id=tree.category_id,
category_info=category_info,
tags=tree.tag_names,
author_id=tree.author_id,
author_name=author_name,
account_id=tree.account_id,
is_active=tree.is_active,
is_public=tree.is_public,
is_default=tree.is_default,
visibility=tree.visibility,
status=tree.status,
version=tree.version,
usage_count=tree.usage_count,
created_at=tree.created_at,
updated_at=tree.updated_at
)
def build_full_tree_response(tree: Tree, parent_tree: Tree = None) -> TreeResponse:
"""Build TreeResponse with all details including category_info, tags, and fork_info."""
category_info = None
if tree.category_rel:
category_info = CategoryInfo(
id=tree.category_rel.id,
name=tree.category_rel.name,
slug=tree.category_rel.slug
)
fork_info = None
if tree.parent_tree_id or tree.fork_depth > 0:
has_updates = False
if parent_tree and tree.parent_updated_at:
has_updates = parent_tree.updated_at > tree.parent_updated_at
fork_info = ForkInfo(
parent_tree_id=tree.parent_tree_id,
root_tree_id=tree.root_tree_id,
fork_reason=tree.fork_reason,
fork_depth=tree.fork_depth,
parent_updated_at=tree.parent_updated_at,
has_parent_updates=has_updates
)
return TreeResponse(
id=tree.id,
name=tree.name,
description=tree.description,
tree_type=tree.tree_type,
category=tree.category,
category_id=tree.category_id,
category_info=category_info,
tags=tree.tag_names,
fork_info=fork_info,
tree_structure=tree.tree_structure,
intake_form=tree.intake_form,
author_id=tree.author_id,
account_id=tree.account_id,
is_active=tree.is_active,
is_public=tree.is_public,
is_default=tree.is_default,
status=tree.status,
version=tree.version,
usage_count=tree.usage_count,
created_at=tree.created_at,
updated_at=tree.updated_at
)
@router.get("", response_model=list[TreeListResponse])
async def list_trees(
db: Annotated[AsyncSession, Depends(get_db)],
current_user: Annotated[User, Depends(get_current_active_user)],
tree_type: Optional[str] = Query(None, description="Filter by tree type: troubleshooting or procedural"),
category: Optional[str] = Query(None, description="Filter by legacy category string"),
category_id: Optional[UUID] = Query(None, description="Filter by category ID"),
tags: Optional[str] = Query(None, description="Comma-separated tag slugs to filter by"),
folder_id: Optional[UUID] = Query(None, description="Filter by folder ID (user's folders only)"),
is_active: Optional[bool] = Query(None, description="Filter by active status"),
author_id: Optional[UUID] = Query(None, description="Filter by author ID"),
is_public: Optional[bool] = Query(None, description="Filter by public status"),
visibility: Optional[str] = Query(None, description="Filter by visibility: private, team, link, public"),
sort_by: Optional[str] = Query("usage_count", description="Sort order: usage_count, updated_at, created_at, name, name_desc, version"),
skip: int = Query(0, ge=0),
limit: int = Query(100, ge=1, le=100)
):
"""List all trees with optional filters.
New filters:
- category_id: Filter by category (from tree_categories table)
- tags: Comma-separated tag slugs (e.g., "citrix,networking")
- folder_id: Show only trees in a specific folder
- sort_by: Sort order (usage_count [default], updated_at, created_at, name, name_desc, version)
"""
query = select(Tree).options(
selectinload(Tree.category_rel),
selectinload(Tree.tags)
)
# Apply filters
if tree_type:
query = query.where(Tree.tree_type == tree_type)
if category:
query = query.where(Tree.category == category)
if category_id:
query = query.where(Tree.category_id == category_id)
if is_active is not None:
query = query.where(Tree.is_active == is_active)
else:
# Default to only showing active trees
query = query.where(Tree.is_active == True)
if author_id:
query = query.where(Tree.author_id == author_id)
if is_public is not None:
query = query.where(Tree.is_public == is_public)
if visibility:
query = query.where(Tree.visibility == visibility)
# Filter by tags (all specified tags must be present)
if tags:
tag_slugs = [t.strip() for t in tags.split(",") if t.strip()]
for tag_slug in tag_slugs:
query = query.where(
Tree.tags.any(TreeTag.slug == tag_slug)
)
# Filter by folder
if folder_id:
# Verify folder belongs to user
folder_result = await db.execute(
select(UserFolder).where(
UserFolder.id == folder_id,
UserFolder.user_id == current_user.id
)
)
folder = folder_result.scalar_one_or_none()
if not folder:
raise HTTPException(
status_code=status.HTTP_404_NOT_FOUND,
detail="Folder not found"
)
query = query.where(Tree.folders.any(UserFolder.id == folder_id))
# Apply access filter
query = query.where(build_tree_access_filter(current_user))
# Apply sorting
if sort_by == "updated_at":
query = query.order_by(Tree.updated_at.desc())
elif sort_by == "created_at":
query = query.order_by(Tree.created_at.desc())
elif sort_by == "name":
query = query.order_by(Tree.name.asc())
elif sort_by == "name_desc":
query = query.order_by(Tree.name.desc())
elif sort_by == "version":
query = query.order_by(Tree.version.desc(), Tree.updated_at.desc())
else: # Default to usage_count
query = query.order_by(Tree.usage_count.desc(), Tree.updated_at.desc())
query = query.offset(skip).limit(limit)
result = await db.execute(query)
trees = result.scalars().unique().all()
# Fetch author names in one query (avoids N+1)
author_ids = {t.author_id for t in trees if t.author_id}
author_map: dict = {}
if author_ids:
authors_result = await db.execute(
select(User.id, User.name, User.email).where(User.id.in_(author_ids))
)
for row in authors_result:
author_map[row.id] = row.name or row.email
return [build_tree_response(tree, author_map) for tree in trees]
@router.get("/categories", response_model=list[str])
async def list_categories(
db: Annotated[AsyncSession, Depends(get_db)],
current_user: Annotated[User, Depends(get_current_active_user)]
):
"""List all unique categories from trees the user can access.
Note: This returns legacy string categories. For the new category system,
use the /categories endpoint.
"""
query = select(Tree.category).where(
Tree.category.isnot(None),
Tree.is_active == True,
build_tree_access_filter(current_user)
).distinct()
result = await db.execute(query)
categories = [row[0] for row in result.all() if row[0]]
return sorted(categories)
# --- Pinned Flows Endpoints (must be before /{tree_id} to avoid route shadowing) ---
MAX_PINNED_FLOWS = 15
@router.get("/pinned", response_model=PinnedFlowsListResponse)
async def list_pinned_flows(
db: Annotated[AsyncSession, Depends(get_db)],
current_user: Annotated[User, Depends(get_current_active_user)]
):
"""List user's pinned flows, ordered by display_order."""
result = await db.execute(
select(UserPinnedTree, Tree)
.join(Tree, UserPinnedTree.tree_id == Tree.id)
.options(selectinload(Tree.category_rel))
.where(
UserPinnedTree.user_id == current_user.id,
Tree.is_active == True,
Tree.deleted_at.is_(None)
)
.order_by(UserPinnedTree.display_order, UserPinnedTree.pinned_at)
)
rows = result.all()
items = []
for pin, tree in rows:
items.append(PinnedFlowResponse(
id=pin.id,
tree_id=tree.id,
tree_name=tree.name,
tree_type=tree.tree_type,
category_emoji=None,
category_name=tree.category_rel.name if tree.category_rel else None,
pinned_at=pin.pinned_at,
display_order=pin.display_order,
))
return PinnedFlowsListResponse(items=items, count=len(items))
@router.patch("/pinned/reorder", response_model=PinnedFlowsListResponse)
async def reorder_pinned_flows(
reorder_data: PinnedFlowReorderRequest,
db: Annotated[AsyncSession, Depends(get_db)],
current_user: Annotated[User, Depends(get_current_active_user)]
):
"""Update display_order for all pinned flows."""
for item in reorder_data.order:
await db.execute(
update(UserPinnedTree)
.where(
UserPinnedTree.user_id == current_user.id,
UserPinnedTree.tree_id == item.tree_id
)
.values(display_order=item.display_order)
)
await db.commit()
# Return updated list
result = await db.execute(
select(UserPinnedTree, Tree)
.join(Tree, UserPinnedTree.tree_id == Tree.id)
.options(selectinload(Tree.category_rel))
.where(
UserPinnedTree.user_id == current_user.id,
Tree.is_active == True,
Tree.deleted_at.is_(None)
)
.order_by(UserPinnedTree.display_order, UserPinnedTree.pinned_at)
)
rows = result.all()
items = []
for pin, tree in rows:
items.append(PinnedFlowResponse(
id=pin.id,
tree_id=tree.id,
tree_name=tree.name,
tree_type=tree.tree_type,
category_emoji=None,
category_name=tree.category_rel.name if tree.category_rel else None,
pinned_at=pin.pinned_at,
display_order=pin.display_order,
))
return PinnedFlowsListResponse(items=items, count=len(items))
@router.get("/search", response_model=list[TreeListResponse])
async def search_trees(
db: Annotated[AsyncSession, Depends(get_db)],
current_user: Annotated[User, Depends(get_current_active_user)],
q: str = Query(..., min_length=2, description="Search query"),
limit: int = Query(20, ge=1, le=50)
):
"""Full-text search trees by name and description."""
# Using PostgreSQL full-text search
search_vector = func.to_tsvector('english', func.coalesce(Tree.name, '') + ' ' + func.coalesce(Tree.description, ''))
search_query = func.plainto_tsquery('english', q)
query = select(Tree).options(
selectinload(Tree.category_rel),
selectinload(Tree.tags)
).where(
Tree.is_active == True,
build_tree_access_filter(current_user),
search_vector.op('@@')(search_query)
).order_by(
func.ts_rank(search_vector, search_query).desc()
).limit(limit)
result = await db.execute(query)
trees = result.scalars().unique().all()
return [build_tree_response(tree) for tree in trees]
@router.get("/{tree_id}", response_model=TreeResponse)
async def get_tree(
tree_id: UUID,
db: Annotated[AsyncSession, Depends(get_db)],
current_user: Annotated[User, Depends(get_current_active_user)]
):
"""Get a specific tree by ID."""
result = await db.execute(
select(Tree)
.options(
selectinload(Tree.category_rel),
selectinload(Tree.tags)
)
.where(Tree.id == tree_id)
)
tree = result.scalar_one_or_none()
if not tree:
raise HTTPException(
status_code=status.HTTP_404_NOT_FOUND,
detail="Tree not found"
)
if not tree.is_active or not can_access_tree(current_user, tree):
raise HTTPException(
status_code=status.HTTP_403_FORBIDDEN,
detail="You don't have access to this tree"
)
return build_full_tree_response(tree)
@router.post("", response_model=TreeResponse, status_code=status.HTTP_201_CREATED)
async def create_tree(
tree_data: TreeCreate,
db: Annotated[AsyncSession, Depends(get_db)],
current_user: Annotated[User, Depends(require_engineer_or_admin)],
service_account_id: Annotated[Optional[UUID], Depends(get_service_account_id)],
):
"""Create a new tree (engineers and admins only).
Supports:
- category_id: Assign to a category from tree_categories
- tags: List of tag names to assign (creates new tags if needed)
- status: draft or published (published requires validation)
"""
# Validate tree if status is 'published'
if tree_data.status == 'published':
# Convert intake_form to dicts for validation
intake_form_dicts = None
if tree_data.intake_form:
intake_form_dicts = [f.model_dump() for f in tree_data.intake_form]
can_publish, validation_errors = can_publish_tree(
tree_data.tree_structure,
tree_data.name,
tree_data.description,
tree_type=tree_data.tree_type,
intake_form=intake_form_dicts,
)
if not can_publish:
raise HTTPException(
status_code=status.HTTP_422_UNPROCESSABLE_ENTITY,
detail={
"message": "Cannot publish tree with validation errors",
"errors": validation_errors
}
)
# Only admins can create default/system trees
is_default = tree_data.is_default and current_user.is_super_admin
# Verify category exists if provided
if tree_data.category_id:
cat_result = await db.execute(
select(TreeCategory).where(TreeCategory.id == tree_data.category_id)
)
category = cat_result.scalar_one_or_none()
if not category:
raise HTTPException(
status_code=status.HTTP_404_NOT_FOUND,
detail="Category not found"
)
# Check category access
if category.account_id and category.account_id != current_user.account_id and not current_user.is_super_admin:
raise HTTPException(
status_code=status.HTTP_403_FORBIDDEN,
detail="You don't have access to this category"
)
# Convert intake_form Pydantic models to dicts for JSONB storage
intake_form_data = None
if tree_data.intake_form:
intake_form_data = [f.model_dump(exclude_none=True) for f in tree_data.intake_form]
new_tree = Tree(
name=tree_data.name,
description=tree_data.description,
category=tree_data.category,
category_id=tree_data.category_id,
tree_type=tree_data.tree_type,
tree_structure=tree_data.tree_structure,
intake_form=intake_form_data,
author_id=service_account_id if is_default else current_user.id,
account_id=None if is_default else current_user.account_id,
is_public=True if is_default else tree_data.is_public, # Default trees are always public
is_default=is_default,
status=tree_data.status
)
# Check subscription tree limit
if not is_default and current_user.account_id:
can_create, limit, count = await check_tree_limit(current_user.account_id, db)
if not can_create:
raise HTTPException(
status_code=status.HTTP_402_PAYMENT_REQUIRED,
detail=f"Tree limit reached ({count}/{limit}). Upgrade your plan to create more trees."
)
db.add(new_tree)
await db.flush() # Get the ID
# Handle tags
if tree_data.tags:
tree_account_id = new_tree.account_id or (current_user.account_id if not current_user.is_super_admin else None)
# Collect tags to add
tags_to_add = []
for tag_name in tree_data.tags:
slug = TreeTag.slugify(tag_name)
# Try to find existing tag
tag_query = select(TreeTag).where(
TreeTag.slug == slug,
or_(
TreeTag.account_id.is_(None),
TreeTag.account_id == tree_account_id
)
)
tag_result = await db.execute(tag_query)
tag = tag_result.scalar_one_or_none()
if not tag:
# Create new tag
tag = TreeTag(
name=tag_name,
slug=slug,
account_id=tree_account_id,
created_by=current_user.id
)
db.add(tag)
await db.flush()
tags_to_add.append(tag)
tag.usage_count += 1
# Use direct SQL insert for the junction table to avoid lazy load issues
from app.models.tag import tree_tag_assignments
for tag in tags_to_add:
await db.execute(
tree_tag_assignments.insert().values(
tree_id=new_tree.id,
tag_id=tag.id,
assigned_by=current_user.id
)
)
await db.commit()
# Reload with relationships
result = await db.execute(
select(Tree)
.options(
selectinload(Tree.category_rel),
selectinload(Tree.tags)
)
.where(Tree.id == new_tree.id)
)
tree = result.scalar_one()
# Index tree for RAG (best-effort, don't fail the request)
try:
await rag_index_tree(tree.id, db)
await db.commit()
except Exception:
logging.getLogger(__name__).warning("RAG indexing failed for tree %s", tree.id)
return build_full_tree_response(tree)
@router.put("/{tree_id}", response_model=TreeResponse)
async def update_tree(
tree_id: UUID,
tree_data: TreeUpdate,
db: Annotated[AsyncSession, Depends(get_db)],
current_user: Annotated[User, Depends(require_engineer_or_admin)],
service_account_id: Annotated[Optional[UUID], Depends(get_service_account_id)],
):
"""Update an existing tree (engineers and admins only).
Supports:
- category_id: Change category assignment
- tags: Replace all tags on the tree
- status: Update status (requires validation when publishing)
"""
result = await db.execute(
select(Tree)
.options(
selectinload(Tree.category_rel),
selectinload(Tree.tags)
)
.where(Tree.id == tree_id)
)
tree = result.scalar_one_or_none()
if not tree:
raise HTTPException(
status_code=status.HTTP_404_NOT_FOUND,
detail="Tree not found"
)
if not can_edit_tree(current_user, tree):
raise HTTPException(
status_code=status.HTTP_403_FORBIDDEN,
detail="You can only edit your own trees"
)
# Extract tags for separate handling
update_data = tree_data.model_dump(exclude_unset=True)
tags_data = update_data.pop("tags", None)
# Validate if transitioning to published status
if "status" in update_data and update_data["status"] == 'published':
# Get the final tree structure and name after update
final_tree_structure = update_data.get("tree_structure", tree.tree_structure)
final_name = update_data.get("name", tree.name)
final_description = update_data.get("description", tree.description)
final_tree_type = update_data.get("tree_type", tree.tree_type)
final_intake_form = update_data.get("intake_form", tree.intake_form)
can_publish, validation_errors = can_publish_tree(
final_tree_structure,
final_name,
final_description,
tree_type=final_tree_type,
intake_form=final_intake_form,
)
if not can_publish:
raise HTTPException(
status_code=status.HTTP_422_UNPROCESSABLE_ENTITY,
detail={
"message": "Cannot publish tree with validation errors",
"errors": validation_errors
}
)
# Verify new category if provided
if "category_id" in update_data and update_data["category_id"]:
cat_result = await db.execute(
select(TreeCategory).where(TreeCategory.id == update_data["category_id"])
)
category = cat_result.scalar_one_or_none()
if not category:
raise HTTPException(
status_code=status.HTTP_404_NOT_FOUND,
detail="Category not found"
)
if category.account_id and category.account_id != current_user.account_id and not current_user.is_super_admin:
raise HTTPException(
status_code=status.HTTP_403_FORBIDDEN,
detail="You don't have access to this category"
)
# Update basic fields
for field, value in update_data.items():
setattr(tree, field, value)
# Keep visibility and is_public in sync
if tree_data.is_public is not None:
if tree_data.is_public and tree.visibility not in ('public',):
tree.visibility = 'public'
elif not tree_data.is_public and tree.visibility == 'public':
tree.visibility = 'team' # downgrade from public to team
# Increment version if tree structure changed
if "tree_structure" in update_data:
tree.version += 1
# Sync steps to step library on publish transition only
if update_data.get("status") == 'published':
_structure = update_data.get("tree_structure", tree.tree_structure)
_type = update_data.get("tree_type", tree.tree_type)
_is_public = update_data.get("is_public", tree.is_public)
await sync_steps_from_tree(
db=db,
tree_id=tree.id,
tree_type=_type,
tree_structure=_structure,
author_id=tree.author_id,
account_id=tree.account_id,
is_public=_is_public,
service_account_id=service_account_id,
)
# Handle tags replacement
if tags_data is not None:
from app.models.tag import tree_tag_assignments
# Decrement usage count for old tags (already eagerly loaded)
for tag in tree.tags:
tag.usage_count = max(0, tag.usage_count - 1)
# Delete existing tag assignments using direct SQL
await db.execute(
tree_tag_assignments.delete().where(
tree_tag_assignments.c.tree_id == tree.id
)
)
# Add new tags
tree_account_id = tree.account_id or (current_user.account_id if not current_user.is_super_admin else None)
added_tag_ids = set()
for tag_name in tags_data:
slug = TreeTag.slugify(tag_name)
tag_query = select(TreeTag).where(
TreeTag.slug == slug,
or_(
TreeTag.account_id.is_(None),
TreeTag.account_id == tree_account_id
)
)
tag_result = await db.execute(tag_query)
tag = tag_result.scalar_one_or_none()
if not tag:
tag = TreeTag(
name=tag_name,
slug=slug,
account_id=tree_account_id,
created_by=current_user.id
)
db.add(tag)
await db.flush()
if tag.id not in added_tag_ids:
await db.execute(
tree_tag_assignments.insert().values(
tree_id=tree.id,
tag_id=tag.id,
assigned_by=current_user.id
)
)
added_tag_ids.add(tag.id)
tag.usage_count += 1
await db.commit()
# Reload with relationships
result = await db.execute(
select(Tree)
.options(
selectinload(Tree.category_rel),
selectinload(Tree.tags)
)
.where(Tree.id == tree_id)
)
tree = result.scalar_one()
# Re-index tree for RAG (best-effort)
try:
await rag_index_tree(tree.id, db)
await db.commit()
except Exception:
logging.getLogger(__name__).warning("RAG re-indexing failed for tree %s", tree.id)
return build_full_tree_response(tree)
@router.delete("/{tree_id}", status_code=status.HTTP_204_NO_CONTENT)
async def delete_tree(
tree_id: UUID,
db: Annotated[AsyncSession, Depends(get_db)],
current_user: Annotated[User, Depends(require_admin)]
):
"""Soft delete a tree (admin only). Sets deleted_at timestamp and is_active=False."""
result = await db.execute(select(Tree).where(Tree.id == tree_id))
tree = result.scalar_one_or_none()
if not tree:
raise HTTPException(
status_code=status.HTTP_404_NOT_FOUND,
detail="Tree not found"
)
tree.is_active = False
tree.deleted_at = datetime.now(timezone.utc)
tree.deleted_by = current_user.id
# Clean up folder assignments
await db.execute(
user_folder_trees.delete().where(user_folder_trees.c.tree_id == tree.id)
)
# Decrement usage_count on associated tags (floor at 0)
tag_ids_result = await db.execute(
select(tree_tag_assignments.c.tag_id).where(
tree_tag_assignments.c.tree_id == tree.id
)
)
tag_ids = [row[0] for row in tag_ids_result.fetchall()]
if tag_ids:
await db.execute(
update(TreeTag)
.where(TreeTag.id.in_(tag_ids))
.values(usage_count=func.greatest(TreeTag.usage_count - 1, 0))
)
# Clean up tag assignments
await db.execute(
tree_tag_assignments.delete().where(tree_tag_assignments.c.tree_id == tree.id)
)
# Deactivate any synced step library entries before deletion
# (must happen before db.delete/commit — FK SET NULL would lose the reference)
await deactivate_synced_steps_for_tree(db, tree.id)
await log_audit(db, current_user.id, "tree.delete", "tree", tree.id,
{"tree_name": tree.name})
await db.commit()
return None
# --- Fork Endpoints ---
@router.post("/{tree_id}/fork", response_model=TreeResponse, status_code=status.HTTP_201_CREATED)
async def fork_tree(
tree_id: UUID,
fork_data: ForkCreate,
db: Annotated[AsyncSession, Depends(get_db)],
current_user: Annotated[User, Depends(require_engineer_or_admin)]
):
"""Fork a tree to create a personal copy.
Engineers can fork any tree they can access (public, account, or default).
Fork inherits tree_structure but gets new ownership.
"""
# Load parent tree
result = await db.execute(
select(Tree)
.options(selectinload(Tree.category_rel), selectinload(Tree.tags))
.where(Tree.id == tree_id)
)
parent = result.scalar_one_or_none()
if not parent:
raise HTTPException(
status_code=status.HTTP_404_NOT_FOUND,
detail="Tree not found"
)
if not can_access_tree(current_user, parent):
raise HTTPException(
status_code=status.HTTP_403_FORBIDDEN,
detail="You don't have access to this tree"
)
# Check subscription tree limit
if current_user.account_id:
can_create, limit, count = await check_tree_limit(current_user.account_id, db)
if not can_create:
raise HTTPException(
status_code=status.HTTP_402_PAYMENT_REQUIRED,
detail=f"Tree limit reached ({count}/{limit}). Upgrade your plan to create more trees."
)
# Build fork
fork_name = fork_data.name or f"Fork of {parent.name}"
fork = Tree(
name=fork_name,
description=parent.description,
category=parent.category,
category_id=parent.category_id,
tree_type=parent.tree_type,
tree_structure=parent.tree_structure,
intake_form=parent.intake_form,
author_id=current_user.id,
account_id=current_user.account_id,
is_public=False,
is_default=False,
version=1,
# Fork tracking
parent_tree_id=parent.id,
fork_reason=fork_data.fork_reason,
parent_updated_at=parent.updated_at,
# Lineage tracking
root_tree_id=parent.root_tree_id if parent.root_tree_id else parent.id,
fork_depth=parent.fork_depth + 1,
)
db.add(fork)
await db.flush()
await log_audit(db, current_user.id, "tree.fork", "tree", fork.id,
{"parent_tree_id": str(parent.id), "parent_name": parent.name,
"fork_reason": fork_data.fork_reason})
await db.commit()
# Reload with relationships
result = await db.execute(
select(Tree)
.options(selectinload(Tree.category_rel), selectinload(Tree.tags))
.where(Tree.id == fork.id)
)
fork = result.scalar_one()
return build_full_tree_response(fork, parent_tree=parent)
@router.get("/{tree_id}/forks", response_model=list[TreeListResponse])
async def list_forks(
tree_id: UUID,
db: Annotated[AsyncSession, Depends(get_db)],
current_user: Annotated[User, Depends(get_current_active_user)],
skip: int = Query(0, ge=0),
limit: int = Query(50, ge=1, le=100)
):
"""List all direct forks of a tree."""
# Verify parent exists and user can access it
parent_result = await db.execute(select(Tree).where(Tree.id == tree_id))
parent = parent_result.scalar_one_or_none()
if not parent:
raise HTTPException(
status_code=status.HTTP_404_NOT_FOUND,
detail="Tree not found"
)
if not can_access_tree(current_user, parent):
raise HTTPException(
status_code=status.HTTP_403_FORBIDDEN,
detail="You don't have access to this tree"
)
# Query direct forks, filtered by access
query = select(Tree).options(
selectinload(Tree.category_rel),
selectinload(Tree.tags)
).where(
Tree.parent_tree_id == tree_id,
Tree.is_active == True,
build_tree_access_filter(current_user)
).order_by(Tree.created_at.desc()).offset(skip).limit(limit)
result = await db.execute(query)
forks = result.scalars().unique().all()
return [build_tree_response(tree) for tree in forks]
@router.get("/{tree_id}/lineage", response_model=list[TreeListResponse])
async def get_tree_lineage(
tree_id: UUID,
db: Annotated[AsyncSession, Depends(get_db)],
current_user: Annotated[User, Depends(get_current_active_user)]
):
"""Get the fork lineage chain from current tree back to root.
Returns ordered list: [current tree, parent, grandparent, ..., root]
Limited to 10 levels to prevent infinite loops.
"""
lineage = []
current_id = tree_id
visited = set()
max_depth = 10
for _ in range(max_depth):
if current_id is None or current_id in visited:
break
visited.add(current_id)
result = await db.execute(
select(Tree)
.options(selectinload(Tree.category_rel), selectinload(Tree.tags))
.where(Tree.id == current_id)
)
tree = result.scalar_one_or_none()
if not tree:
break
lineage.append(build_tree_response(tree))
current_id = tree.parent_tree_id
return lineage
# --- Tree Sharing Endpoints ---
@router.post("/{tree_id}/share", response_model=TreeShareResponse, status_code=status.HTTP_201_CREATED)
async def create_tree_share(
tree_id: UUID,
share_data: TreeShareCreate,
request: Request,
db: Annotated[AsyncSession, Depends(get_db)],
current_user: Annotated[User, Depends(get_current_active_user)]
):
"""Generate a share token for a tree.
Requirements:
- Tree author can always create shares
- Account members can share trees with visibility 'team', 'link', or 'public'
- Super admins can share any tree
"""
# Load tree
result = await db.execute(
select(Tree).where(Tree.id == tree_id, Tree.is_active == True)
)
tree = result.scalar_one_or_none()
if not tree:
raise HTTPException(
status_code=status.HTTP_404_NOT_FOUND,
detail="Tree not found"
)
# Check permissions
if not can_access_tree(current_user, tree):
raise HTTPException(
status_code=status.HTTP_403_FORBIDDEN,
detail="You don't have access to this tree"
)
# Generate unique share token
share_token = secrets.token_urlsafe(48) # 48 bytes -> 64 base64 chars
# Create share
tree_share = TreeShare(
tree_id=tree.id,
share_token=share_token,
created_by=current_user.id,
allow_forking=share_data.allow_forking,
expires_at=share_data.expires_at
)
db.add(tree_share)
await log_audit(db, current_user.id, "tree.share.create", "tree_share", tree_share.id,
{"tree_id": str(tree.id), "tree_name": tree.name, "allow_forking": share_data.allow_forking})
await db.commit()
await db.refresh(tree_share)
# Build share URL
base_url = str(request.base_url).rstrip('/')
share_url = f"{base_url}/shared/{share_token}"
return TreeShareResponse(
id=tree_share.id,
tree_id=tree_share.tree_id,
share_token=tree_share.share_token,
share_url=share_url,
allow_forking=tree_share.allow_forking,
created_by=tree_share.created_by,
created_at=tree_share.created_at,
expires_at=tree_share.expires_at
)
@router.get("/{tree_id}/shares", response_model=list[TreeShareResponse])
async def list_tree_shares(
tree_id: UUID,
request: Request,
db: Annotated[AsyncSession, Depends(get_db)],
current_user: Annotated[User, Depends(get_current_active_user)]
):
"""List all active shares for a tree."""
# Verify tree exists and user can access it
result = await db.execute(
select(Tree).where(Tree.id == tree_id)
)
tree = result.scalar_one_or_none()
if not tree:
raise HTTPException(
status_code=status.HTTP_404_NOT_FOUND,
detail="Tree not found"
)
if not can_access_tree(current_user, tree):
raise HTTPException(
status_code=status.HTTP_403_FORBIDDEN,
detail="You don't have access to this tree"
)
# Query shares
shares_result = await db.execute(
select(TreeShare)
.where(TreeShare.tree_id == tree_id)
.order_by(TreeShare.created_at.desc())
)
shares = shares_result.scalars().all()
# Build responses with share URLs
base_url = str(request.base_url).rstrip('/')
return [
TreeShareResponse(
id=share.id,
tree_id=share.tree_id,
share_token=share.share_token,
share_url=f"{base_url}/shared/{share.share_token}",
allow_forking=share.allow_forking,
created_by=share.created_by,
created_at=share.created_at,
expires_at=share.expires_at
)
for share in shares
]
@router.patch("/{tree_id}/visibility", response_model=TreeResponse)
async def update_tree_visibility(
tree_id: UUID,
visibility_data: TreeVisibilityUpdate,
db: Annotated[AsyncSession, Depends(get_db)],
current_user: Annotated[User, Depends(require_engineer_or_admin)]
):
"""Update tree visibility level.
Visibility levels:
- private: Only tree author can access
- team: Account members can access
- link: Anyone with a valid share token can access
- public: All authenticated users can access
"""
result = await db.execute(
select(Tree).where(Tree.id == tree_id)
)
tree = result.scalar_one_or_none()
if not tree:
raise HTTPException(
status_code=status.HTTP_404_NOT_FOUND,
detail="Tree not found"
)
if not can_edit_tree(current_user, tree):
raise HTTPException(
status_code=status.HTTP_403_FORBIDDEN,
detail="You can only edit your own trees"
)
# Update visibility
old_visibility = tree.visibility
tree.visibility = visibility_data.visibility
tree.is_public = (visibility_data.visibility == 'public')
await log_audit(db, current_user.id, "tree.visibility.update", "tree", tree.id,
{"tree_name": tree.name, "old_visibility": old_visibility,
"new_visibility": visibility_data.visibility})
await db.commit()
# Reload with relationships
result = await db.execute(
select(Tree)
.options(
selectinload(Tree.category_rel),
selectinload(Tree.tags)
)
.where(Tree.id == tree_id)
)
tree = result.scalar_one()
return build_full_tree_response(tree)
# --- Tree Validation Endpoint ---
@router.post("/{tree_id}/can-publish", response_model=TreeValidationResponse)
async def check_tree_can_publish(
tree_id: UUID,
db: Annotated[AsyncSession, Depends(get_db)],
current_user: Annotated[User, Depends(get_current_active_user)]
):
"""Check if a tree can be published (validation endpoint).
Returns validation status and any errors that would prevent publishing.
Useful for providing real-time feedback in the UI without attempting to publish.
"""
result = await db.execute(
select(Tree).where(Tree.id == tree_id)
)
tree = result.scalar_one_or_none()
if not tree:
raise HTTPException(
status_code=status.HTTP_404_NOT_FOUND,
detail="Tree not found"
)
if not can_access_tree(current_user, tree):
raise HTTPException(
status_code=status.HTTP_403_FORBIDDEN,
detail="You don't have access to this tree"
)
# Validate the tree
can_publish, validation_errors = can_publish_tree(
tree.tree_structure,
tree.name,
tree.description,
tree_type=tree.tree_type,
intake_form=tree.intake_form,
)
return TreeValidationResponse(
can_publish=can_publish,
errors=[ValidationError(**error) for error in validation_errors]
)
@router.post("/{tree_id}/pin", response_model=PinnedFlowResponse)
async def pin_flow(
tree_id: UUID,
db: Annotated[AsyncSession, Depends(get_db)],
current_user: Annotated[User, Depends(get_current_active_user)]
):
"""Pin a flow to the user's sidebar."""
# Check tree exists and user can access it
tree_result = await db.execute(
select(Tree)
.options(selectinload(Tree.category_rel))
.where(Tree.id == tree_id, Tree.is_active == True)
)
tree = tree_result.scalar_one_or_none()
if not tree:
raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Tree not found")
if not can_access_tree(current_user, tree):
raise HTTPException(status_code=status.HTTP_403_FORBIDDEN, detail="You don't have access to this tree")
# Check if already pinned (idempotent)
existing = await db.execute(
select(UserPinnedTree).where(
UserPinnedTree.user_id == current_user.id,
UserPinnedTree.tree_id == tree_id
)
)
pin = existing.scalar_one_or_none()
if pin:
return PinnedFlowResponse(
id=pin.id,
tree_id=tree.id,
tree_name=tree.name,
tree_type=tree.tree_type,
category_emoji=None,
category_name=tree.category_rel.name if tree.category_rel else None,
pinned_at=pin.pinned_at,
display_order=pin.display_order,
)
# Check max pins
count_result = await db.execute(
select(func.count(UserPinnedTree.id)).where(
UserPinnedTree.user_id == current_user.id
)
)
count = count_result.scalar() or 0
if count >= MAX_PINNED_FLOWS:
raise HTTPException(
status_code=status.HTTP_409_CONFLICT,
detail=f"Maximum of {MAX_PINNED_FLOWS} pinned flows reached"
)
# Create pin
pin = UserPinnedTree(
user_id=current_user.id,
tree_id=tree_id,
display_order=count, # Append at end
)
db.add(pin)
await db.commit()
await db.refresh(pin)
return PinnedFlowResponse(
id=pin.id,
tree_id=tree.id,
tree_name=tree.name,
tree_type=tree.tree_type,
category_emoji=None,
category_name=tree.category_rel.name if tree.category_rel else None,
pinned_at=pin.pinned_at,
display_order=pin.display_order,
)
@router.delete("/{tree_id}/pin")
async def unpin_flow(
tree_id: UUID,
db: Annotated[AsyncSession, Depends(get_db)],
current_user: Annotated[User, Depends(get_current_active_user)]
):
"""Unpin a flow from the user's sidebar."""
result = await db.execute(
select(UserPinnedTree).where(
UserPinnedTree.user_id == current_user.id,
UserPinnedTree.tree_id == tree_id
)
)
pin = result.scalar_one_or_none()
if pin:
await db.delete(pin)
await db.commit()
return {"success": True}