Michael Chihlas
851966966d
Trim from 570 → 264 lines. Archived lessons and fixes-in-code remain in docs/LESSONS-ARCHIVE.md; CLAUDE.md now only carries what a fresh session can't derive from the repo state. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
265 lines
21 KiB
Markdown
265 lines
21 KiB
Markdown
# CLAUDE.md — ResolutionFlow
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> SaaS troubleshooting platform for MSPs. Last reviewed 2026-04-19.
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**Naming:** Canonical product name is **ResolutionFlow**. `patherly` is the legacy internal name — still present in DB name (`patherly` on Railway, `resolutionflow` locally), some Railway service names, and historical paths. Treat as aliases, not canonical. Docker containers are `resolutionflow_*`.
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**User terminology:** "Flows" (not Trees), "Projects" (not Procedures), "Solutions Library" (not Step Library). Maintenance flows hidden from pilot UI (backend retains them). DB column `tree_type` values unchanged.
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**SaaS shape:** Multi-tenant by account. Roles: `super_admin` > `team_admin` > `engineer` > `viewer`. Team admin = `role='engineer'` + `is_team_admin=True` + valid `team_id`. Never `role=='admin'` — use `is_super_admin`. Backend deps in `app/api/deps.py`: `get_current_active_user`, `require_engineer_or_admin`, `require_admin`. Frontend: `usePermissions()` hook. Central logic in `backend/app/core/permissions.py` + `frontend/src/hooks/usePermissions.ts`.
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**Status:** Go-to-Market Validation (pre-PMF). Backend feature-complete (55+ endpoints, 100+ tests). Phase 0.5 FlowPilot telemetry baseline accruing. See `CURRENT-STATE.md` for live status, `03-DEVELOPMENT-ROADMAP.md` for phases.
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**Principle:** Prefer correct architecture over minimal diff. Flag "simpler approach" tradeoffs for review before taking them.
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---
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## Tech stack
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- **Backend:** Python 3.11 + FastAPI, SQLAlchemy 2.0 async (asyncpg), Alembic, Pydantic v2, JWT (python-jose + bcrypt, JTI refresh rotation), APScheduler (in-process with FastAPI lifespan).
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- **Frontend:** React 19 + Vite + TypeScript, Tailwind v4 (CSS-only config in `index.css`), Zustand (immer + zundo), React Router v7, Axios (token-refresh interceptor), Lucide.
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- **DB:** PostgreSQL 16 (RLS enabled Phase 4, pgvector).
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---
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## Project structure
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```
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resolutionflow/
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├── backend/
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│ ├── app/
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│ │ ├── main.py # FastAPI entry
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│ │ ├── api/endpoints/ # auth, trees, sessions, admin, steps, survey, copilot, assistant_chat, integrations, flow_proposals, flowpilot_analytics
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│ │ ├── api/deps.py # auth deps (incl. require_team_admin)
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│ │ ├── api/router.py # registration
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│ │ ├── core/ # config, database, permissions, security, audit, rate_limit
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│ │ ├── models/ # SQLAlchemy (incl. FlowProposal)
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│ │ ├── schemas/ # Pydantic
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│ │ ├── services/psa/ # PSA provider pattern (base, connectwise/, autotask/, halopsa/, cache, encryption, registry, types)
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│ │ ├── services/knowledge_flywheel.py + _scheduler.py
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│ │ └── services/knowledge_gap_service.py
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│ ├── alembic/versions/ # 001-070 sequential, then hex hash
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│ ├── scripts/ # seed_data, seed_trees, seed_test_users
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│ └── tests/ # pytest integration
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├── frontend/
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│ ├── src/
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│ │ ├── api/ # Axios client + endpoint modules
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│ │ ├── components/ # common, layout, dashboard, tree-editor, session, procedural, procedural-editor, library, step-library, ui, flowpilot
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│ │ ├── hooks/ # usePermissions, useSessionTimer, useKeyboardShortcuts
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│ │ ├── pages/
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│ │ ├── store/ # Zustand (auth, treeEditor, proceduralEditor, userPreferences, scriptGeneratorStore)
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│ │ └── types/
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│ └── (Tailwind v4 CSS-only config in src/index.css)
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├── docs/plans/archive/ # pre-March 2026 plans
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├── docs/connectwise/ # CW API reference + best-practices guides
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├── docs/LESSONS-ARCHIVE.md # archived lessons (fixes in code)
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├── CLAUDE.md · CURRENT-STATE.md · DESIGN-SYSTEM.md · DEV-ENV.md
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```
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---
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## Design system
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**Source of truth: [DESIGN-SYSTEM.md](DESIGN-SYSTEM.md).** Read before any visual change.
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- Flat high-contrast dark theme, Sentry/PostHog-inspired. **No** glass, backdrop blur, ambient orbs, gradient surfaces.
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- Accent **electric blue** (#60a5fa dark / #2563eb light) — ≤5% of UI, interactive elements only. Warning amber (#fbbf24), info cyan (#67e8f9), success green (#34d399), danger red (#f87171). Each with `-dim` at 10% opacity.
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- Backgrounds: `bg-sidebar` (#0e1016) → `bg-page` (#16181f) → `bg-card` (#1e2028) → `bg-elevated` (#2a2d38). Borders `border-default` / `border-hover`.
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- Text: `text-heading` → `text-primary` → `text-muted-foreground` → `text-muted`.
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- Fonts: IBM Plex Sans (body), Bricolage Grotesque (heading, 700 weight for logo), JetBrains Mono (code).
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- Logo: 30px gradient square (ember orange) + "ResolutionFlow" in Bricolage Grotesque. Assets in `brand-assets/`, `frontend/src/assets/brand/`, `frontend/public/icons/`.
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- Mockups: `docs/mockups/` (HTML).
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- **Deprecated — do not use:** glass-card, glass-stat, `bg-gradient-brand`, `backdrop-filter: blur()`, ambient orbs, purple gradients, ember orange as accent, cyan as accent (cyan is info only).
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---
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## ConnectWise PSA
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Reference: `docs/connectwise/` — start with `CONNECTWISE-API-REFERENCE.md`, then the `best-practices/` guides. Extracted OpenAPI spec in `connectwise-psa-resolutionflow-reference.json` (670 endpoints, v2025.16); full spec in `connectwise-psa-openapi-full.json`.
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- **Auth:** API Key (Base64 `companyId+publicKey:privateKey`) + `clientId` header every request. `clientId` is server-side (`CW_CLIENT_ID` in `config.py`) — identifies ResolutionFlow, not per-tenant. Per-connection: `company_id`, `public_key`, `private_key`, `server_url`.
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- **Architecture:** `services/psa/` provider pattern — `PSAProvider` base, `ConnectWiseProvider` impl, `PsaProviderRegistry` for multi-PSA dispatch. Credentials encrypted at rest via `services/psa/encryption.py` (Fernet). Per-team credentials, never per-user. Endpoints in `api/endpoints/integrations.py`. In-memory TTL cache in `services/psa/cache.py`.
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- **Integration flows:** session docs → ticket notes (`POST /service/tickets/{id}/notes`, markdown supported); ticket context → FlowPilot; callbacks via `/system/callbacks` with HMAC verification.
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- **API rules:** pin version via Accept header `application/vnd.connectwise.com+json; version=2025.16`. Paginate ≤1000/page. Dynamic base URL via `/login/companyinfo/{companyId}`. Request minimal permissions (MY, not ALL).
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---
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## Dev commands
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Full setup in [DEV-ENV.md](DEV-ENV.md) (host-agnostic, with homelab Proxmox reference topology). Day-to-day:
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```bash
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docker compose -f docker-compose.dev.yml up -d # start stack
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cd backend && source venv/bin/activate && uvicorn app.main:app --reload
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cd frontend && npm run dev
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pytest --override-ini="addopts=" # tests (first time: CREATE DATABASE resolutionflow_test)
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cd backend && alembic upgrade head # migrate
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cd backend && alembic revision -m "desc" # manual migration (preferred per Lesson 77)
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cd backend && alembic revision --autogenerate -m "desc" # picks up drift; review carefully
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cd frontend && npm run build # stricter than tsc --noEmit — final check
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cd frontend && npx tsc -b # TS-only check when dist/ has EACCES
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docker exec -it resolutionflow_postgres psql -U postgres -d resolutionflow
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python -m scripts.seed_trees # seed (from backend/)
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```
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**URLs:** Frontend <http://localhost:5173>, backend <http://localhost:8000>, API docs <http://localhost:8000/api/docs>.
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**Test users** (all password `TestPass123!`): `admin@resolutionflow.example.com` (super_admin), `teamadmin@resolutionflow.example.com`, `engineer@resolutionflow.example.com`, `pro@resolutionflow.example.com`.
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**CI:** Gitea (`gitea.resolutionflow.com/chihlasm/resolutionflow/actions`). `gh` CLI works for issues/PRs on the GitHub mirror, but not CI runs.
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**Never pass `--rev-id`** to alembic — let it generate the hex hash.
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---
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## Common tasks
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- **New endpoint:** `endpoints/` → `router.py` → `schemas/` → tests → frontend API client.
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- **New page:** `pages/` → route in `router.tsx` → nav in `AppLayout.tsx`.
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- **New public route:** top-level in `router.tsx` alongside `/login`, not inside `ProtectedRoute`.
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- **New frontend API module:** types in `types/` → export from `types/index.ts` → client in `api/` → export from `api/index.ts`.
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- **Schema change:** update model → `alembic revision -m "desc"` → review → `alembic upgrade head`.
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- **New `VITE_*` env var:** add as `ARG` + `ENV` in `frontend/Dockerfile` for Railway builds (Lesson 60 — Railway env vars are runtime-only, Vite bakes at build time).
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- **Account sub-page:** add route in `router.tsx` under `account` children + add link card in `AccountSettingsPage.tsx` — `AccountLayout` has NO sidebar nav.
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---
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## Coding standards
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- **Python:** type hints everywhere, async/await for DB, Pydantic v2, `DateTime(timezone=True)` always.
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- **TypeScript:** interfaces for all data, `const` over `let`, functional components + hooks, shared logic in custom hooks.
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- **Git:** feature branch before committing (`git checkout -b feat/feature-name`). Format: `type: description` (feat/fix/refactor/docs/test/chore). Always `Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>`. Large features: commit per phase with `npm run build` validation. Push to Gitea — auto-mirrors to GitHub (`.gitea/workflows/mirror-to-github.yml`); never push GitHub directly.
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**After shipping:** update `CURRENT-STATE.md` + `03-DEVELOPMENT-ROADMAP.md`, `gh issue close #N` for resolved issues, add lessons here only for non-obvious traps (otherwise let the code speak).
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---
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## Frontend patterns
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- **Component basics:** `cn()` from `@/lib/utils`, Lucide icons, `Modal.tsx` for modals (mobile-responsive `items-end sm:items-center` + `max-w-full sm:max-w-lg`).
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- **Types:** Create in `types/`, export from `types/index.ts`, `import type { T } from '@/types'`.
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- **Routing:** `getTreeNavigatePath()` / `getTreeEditorPath()` from `@/lib/routing`. Tree editor is `/trees/new`. All dashboard session clicks → `/pilot/:id` regardless of `session_type`.
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- **Lazy routes:** `lazyWithRetry` from `@/lib/lazyWithRetry.ts`, not `React.lazy` (auto-reload on stale chunks).
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- **Public pages:** raw `fetch()` with full URL, NOT `apiClient` (which requires auth tokens).
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- **Toast:** `toast.warning()` not `toast.warn()`. Import from `@/lib/toast` — methods: `success`, `error`, `warning`, `info`.
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- **Assistant chat:** uses local React `useState`, not Zustand. All three send paths (`handleSend`, `sendPrefill`, `handleResumeNew`) must call `setShowTaskLane(true)` when response has actions/questions.
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- **Chat backend wiring:** `aiSessionsApi.sendChatMessage` → `/ai-sessions/{id}/chat` → `unified_chat_service.py`. NOT `assistant_chat_service.py` (removed except retention settings).
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- **FlowPilot:** Actions live in page header (Resolve/Escalate/Share Update + overflow). `useBlocker` for active-session nav guard. "Pause & Leave" auto-pauses.
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- **AI markers:** `[QUESTIONS]`, `[ACTIONS]`, `[FORK]`, `[DELTA]...[/DELTA]` (editor), `[TREE_UPDATE]` (troubleshooting builder), `[STEPS_UPDATE]` (procedural builder), `[METADATA]`. Parsed in `unified_chat_service.py`; conversation history stores stripped `display_content`. If markers disappear: check system-prompt final reminder + per-user-message `[SYSTEM: ...]` injection in `_call_anthropic_cached()`.
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- **Image uploads:** paste/attach → Railway S3 via `uploadsApi.upload()` → resized by `storage_service.resize_image_for_vision()` (Pillow, 1568px max, PNG→JPEG) → base64 → Claude multimodal blocks. Max 3/msg. Images NOT stored in history.
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- **Async select-load-apply:** guard with a ref (pattern in `AssistantChatPage` `currentChatRef`). Update synchronously on every selection change; after every `await`, bail out if `ref.current !== thisId`.
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- **Editor-Embedded Flow Assist:** `EditorAIPanel` (320px side panel) + `useEditorAI`. Ghost nodes via `_suggestion: true`. Route actions via `settings.get_model_for_action()`.
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- **Script Builder:** `/script-builder`, chat-style. Backend `ScriptBuilderSession`, `script_builder_service.py`, endpoints `/scripts/builder/`. FlowPilot handoff via `action_type: "open_script_builder"` + `sessionStorage`.
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- **Intake form field schema:** `variable_name` + `field_type` (NOT `name` / `type`).
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- **Node field priority** (copilot, summaries): `title` → `question` → `description` → `content` → `label`.
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- **Procedural sessions auto-start** on page load (no intake/Start screen). Troubleshooting flows DO have a start screen.
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---
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## Critical lessons
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> Lessons 1-40 archived to `docs/LESSONS-ARCHIVE.md` — fixes baked into the codebase. **Grep the archive when an error message or symptom is unfamiliar, or after two failed attempts at resolving an issue.** Don't pre-load for routine work.
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### Backend / data
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- **APScheduler interval jobs always `max_instances=1`** — without it, overlapping runs reprocess records (TOCTOU).
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- **`get_db` rolls back on exception** — never remove the `await session.rollback()`, or one failed request poisons the connection with `InFailedSQLTransaction` cascading.
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- **Startup routines on tenant-isolated tables must use `_admin_session_factory()`, not `get_db()`.** Phase 4 RLS has no `app.current_account_id` set at startup. `get_service_account_id` is safe (reads cached `app.state`).
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- **Backfill migrations adding `account_id`:** grep ALL `ModelClass(` sites in service code to verify `account_id=` is passed. SQLAlchemy accepts `None` silently — Phase 4 RLS WITH CHECK surfaces the problem at runtime as `InsufficientPrivilegeError: new row violates row-level security policy`.
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- **`tree_shares.account_id = tree.account_id`**, never `current_user.account_id`. A super_admin sharing another tenant's tree must produce the share in the tree owner's tenant, or it becomes invisible post-RLS.
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- **Global tables (no `account_id`, never in RLS migrations):** `script_categories`, `platform_steps`, `template_trees`, `plan_feature_defaults`, `accounts`. Scan at class level — one `.py` file can hold multiple classes with different columns (e.g. `ScriptCategory` vs `ScriptTemplate`).
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- **`ai_sessions.status` is VARCHAR(30)** — fits `requesting_escalation` (23 chars). Migration `f0aad74ea51b` widened from 20.
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- **PostgreSQL `func.sum(case(...))` returns `Decimal` via asyncpg** — cast to `int()` before Pydantic `dict[str, Any]`.
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- **Enhancement / branch_addition proposals need `modified_flow_data` via "Edit & Publish"** — backend 400 on direct approve. Only `new_flow` supports direct approve.
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- **Adding email types:** static async method on `EmailService` in `core/email.py`. Fire-and-forget from endpoints (log errors, don't fail the request).
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### AI / FlowPilot
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- **Anthropic SDK `max_retries=1`** — default of 2 can take 3× the timeout.
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- **Model tier routing:** `settings.get_model_for_action(action_type)`. Always alias form (`claude-sonnet-4-6`).
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- **FlowPilot must ask GUI-vs-script before suggesting either** when both are viable — see `FLOWPILOT_SYSTEM_PROMPT` in `flowpilot_engine.py`.
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- **Telemetry events to grep:** `anthropic.cache` (prompt-cache hit/create), `mcp.turn` (per-turn MCP availability), `mcp.fallback` (MCP silent-retry fired).
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### Frontend / UI
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- **Flex height chain:** every ancestor from `app-shell` grid to React Flow canvas needs `flex` + `flex-1` + `min-h-0` or `h-full`. Missing `flex` collapses to 0. Same rule for FlowPilot action bar and any tall scroller.
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- **React Flow CSS in Tailwind v4:** import in `index.css`, not component JS. Override dark theme via `--xy-*` CSS vars.
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- **`text-secondary` renders invisible on dark** — Tailwind v4 maps it to `--color-secondary` (a surface color). Use `text-muted-foreground` for readable secondary text. Avoid `text-muted` for body — labels only.
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- **`bg-accent` is electric blue — never for code/kbd.** Use `bg-white/[0.12] border border-white/[0.06]` for inline code, `bg-white/[0.08]` for kbd. Accent reserved for interactive elements.
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- **`landing.css` uses self-contained `--lp-*` vars** — never `var(--color-*)` theme tokens (they resolve incorrectly outside the app shell).
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- **Never `transition: all`** — list properties explicitly, or layout props animate and jank.
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- **Date range filter end dates:** `setHours(23, 59, 59, 999)` before sending, or the day's items are excluded. For string-based date inputs, append `T23:59:59.999Z`.
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- **TopBar search:** full bar `hidden sm:block`, icon button `sm:hidden` — both open CommandPalette.
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- **Hover pop-out cards:** scrim `pointer-events-none`, expanded card has its own click handler at `z-50`, dismiss via `onMouseLeave` on wrapper. Never put handlers on the scrim.
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- **`tsc -b` in Dockerfile is stricter than `tsc --noEmit`** — enforces `noUnusedLocals` / `noUnusedParameters` as hard errors. Check IDE yellow squiggles before pushing.
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- **Dashboard prefill auto-submits** via `useEffect` + `prefillHandledRef` guard — no double-enter.
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- **Global Axios 5xx interceptor fires before component `.catch()`** — fix optional-data endpoints at the source (return `[]` / `{}` on provider failure), not in the component.
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- **Playwright strict mode:** scope selectors to avoid sidebar/main ambiguity. Use `getByRole('heading', { name })` or `.animate-scale-in` locators, not bare `getByText()`.
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### Env / infra
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- **Node 20.19+ required** (Vite 7). `nvm use 20` or `PATH="$HOME/.nvm/versions/node/v20.19.0/bin:$PATH"`.
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- **Railway backend service is `patherly`, DB name `railway`.** Public Postgres proxy: `interchange.proxy.rlwy.net:45797`.
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- **Railway Object Storage bucket `resolutionflow-uploads`.** Env vars `STORAGE_*`. boto3 in `storage_service.py`. Dockerfile needs Pillow + `libjpeg-dev` / `zlib1g-dev`.
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- **PostHog:** `PostHogProvider` + `posthog.init()` in `main.tsx`. Helpers in `lib/analytics.ts`. Env: `VITE_PUBLIC_POSTHOG_KEY`, `VITE_PUBLIC_POSTHOG_HOST`. `identifyUser()` in `authStore.fetchUser()`, `resetAnalytics()` on logout.
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- **bun PATH on devserver01:** `BUN_INSTALL="$HOME/.bun"`, `PATH="$BUN_INSTALL/bin:$PATH"`. Playwright Chromium needs `libatk1.0-0 libatk-bridge2.0-0 libcups2 libxkbcommon0 libatspi2.0-0 libxcomposite1 libxdamage1 libxfixes3 libxrandr2 libgbm1 libasound2`.
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- **Full-stack change:** trace schema → endpoint → API client → hook → store → UI. Don't assume one end proves the other.
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- **Dev env** — see DEV-ENV.md for current topology, `REPO_ROOT` requirement when compose runs inside a container, Vite `allowedHosts`, linuxserver.io `group_add` + custom-cont-init.d workaround, `docker compose up` no-op-on-unchanged-hash gotcha.
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---
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## GitNexus code intelligence
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Indexed as `resolutionflow`. Earns its cost on cross-cutting work only.
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| Tool | When |
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| `gitnexus_query({query})` | Find code by concept when you don't know where to look |
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| `gitnexus_context({name})` | Callers/callees of a symbol before touching it |
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| `gitnexus_impact({target, direction})` | Blast radius before editing shared symbols |
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| `gitnexus_rename({symbol_name, new_name, dry_run: true})` | Safe multi-file rename |
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**Use for:** core shared symbols (`flowpilot_engine`, `unified_chat_service`, auth middleware, `get_db`, shared hooks), cross-file renames, unfamiliar bug traces, refactor safety. **Skip for:** new endpoints, isolated fixes, changes you can read in one file.
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Re-indexes automatically on commit (PostToolUse hook). Manual refresh if stale: `npx gitnexus analyze`.
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---
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## gstack skills
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Always use `/browse` for web, never `mcp__claude-in-chrome__*`. Most-used:
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- `/review` — pre-land PR review
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- `/ship` — tests + review + PR creation
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- `/browse` + `/qa` / `/qa-only` — headless browser testing (setup: Lesson 82)
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- `/design-review` — visual QA
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- `/investigate` — systematic debug with root cause
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- `/codex` — OpenAI Codex second opinion
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- `/plan-eng-review` / `/plan-design-review` / `/plan-ceo-review` — plan critiques
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---
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## Deployment (Railway)
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- **Prod:** `resolutionflow.com` (frontend), `api.resolutionflow.com` (backend).
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- Auto-deploy: Gitea push → GitHub mirror → Railway follows GitHub `main`.
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- PR environments auto-created; need manual domain generation + `VITE_API_URL` with `https://` prefix.
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- `ALLOW_RAILWAY_ORIGINS=true` for `*.up.railway.app` CORS.
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- Shared Variables (Railway project-level) auto-propagate to PR envs — use for secrets like `ANTHROPIC_API_KEY`.
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- Super admin utility: `backend/make_superadmin_simple.py list|<email>`.
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---
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## Quick reference
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| What | Where |
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| Detailed status | [CURRENT-STATE.md](CURRENT-STATE.md) |
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| Roadmap | [03-DEVELOPMENT-ROADMAP.md](03-DEVELOPMENT-ROADMAP.md) |
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| Design system | [DESIGN-SYSTEM.md](DESIGN-SYSTEM.md) |
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| Dev env | [DEV-ENV.md](DEV-ENV.md) |
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| Archived lessons | [docs/LESSONS-ARCHIVE.md](docs/LESSONS-ARCHIVE.md) |
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| ConnectWise API | `docs/connectwise/` |
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| GitHub issues | `gh issue list --state open` |
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| Local API docs | <http://localhost:8000/api/docs> |
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