Files
resolutionflow/backend/app/schemas/tree.py
chihlasm 57f429f33b feat: session sharing frontend (#76)
* feat: add session sharing types, API client, and utilities

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

* feat: add SessionTimeline and ActionMenu reusable components

SessionTimeline extracts timeline/checklist rendering from SessionDetailPage
into a reusable component for both authenticated and public session views.
ActionMenu provides a dropdown action menu with keyboard/click-outside dismiss.

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

* feat: add ShareSessionModal and integrate into SessionDetailPage

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

* feat: add Share Progress popover to TreeNavigationPage

Replace the single "Copy for Ticket" button with a "Share Progress"
popover that offers three actions: Copy Progress Summary (existing PSA
export flow), Copy Share Link (auto-creates account-only share if
needed), and Manage Share Links (opens ShareSessionModal).

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

* feat: add public SharedSessionPage with tree preview

Add the public-facing shared session page at /share/:shareToken that
renders shared sessions without authentication. Includes error handling
for 401 (redirect to login), 403 (access denied), 404 (not found),
and 410 (expired). The page features a minimal header, session metadata,
SessionTimeline component, and a new SharedSessionTreePreview component
that renders the decision tree structure with the path taken highlighted.

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

* feat: add My Shares management page with nav link

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

* fix: address code review issues in session sharing

- Add useCallback for loadShares in ShareSessionModal (React hook deps)
- Use TreeStructure type instead of Record<string, unknown> for type safety
- Fix login redirect format to match LoginPage's expected state shape

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

* test: add focused tests for session sharing utilities and API

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

* fix: resolve tree_structure type compatibility for shared session views

- Use TreeStructure & Record<string, unknown> intersection for JSONB flexibility
- Add explicit cast in SharedSessionTreePreview for recursive node rendering

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

* docs: add session sharing learnings to CLAUDE.md

Add gotchas #12 (TreeStructure vs Tree types) and #13 (login redirect
state format), note about npm run build strictness, and public route
pattern to Common Tasks.

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

* feat: procedural editor UX improvements

Add URL intake field type, fix variable name editing collapsing fields
(index-based keys/updates), auto-generate variable names by field type,
add section header as first-class step type, and simplify step editor
with "More Options" collapsible for advanced fields.

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

* fix: allow section_header step type in validation, improve tag input

- Add 'section_header' to VALID_STEP_TYPES in backend validation so
  procedural flows with section headers can be published
- Replace procedural editor's inline tag input with TagInput component
  (supports autocomplete, Tab, comma, semicolon, and paste splitting)
- Add semicolon delimiter support to TagInput component

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

* fix: add type-aware routing for procedural flows

Centralizes tree navigation routing via getTreeNavigatePath helper.
Fixes all pages to route procedural sessions to /flows/:id/navigate
instead of /trees/:id/navigate. Adds safety redirect in troubleshooting
navigator and resume support in procedural navigator.

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

* fix: remove unused index prop from IntakeFieldEditor

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

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-14 23:08:17 -05:00

248 lines
8.1 KiB
Python

from datetime import datetime
from typing import Optional, Any, Literal
from uuid import UUID
from pydantic import BaseModel, Field, field_validator, model_validator
import re
# --- Tree Type ---
TreeType = Literal['troubleshooting', 'procedural']
# --- Intake Form Schemas ---
FIELD_TYPES = Literal[
'text', 'textarea', 'number', 'ip_address', 'email', 'url',
'select', 'multi_select', 'checkbox', 'password'
]
VARIABLE_NAME_PATTERN = re.compile(r'^[a-z][a-z0-9_]*$')
class IntakeFieldValidation(BaseModel):
"""Validation config for an intake form field."""
min_length: Optional[int] = None
max_length: Optional[int] = None
pattern: Optional[str] = None
pattern_message: Optional[str] = None
format: Optional[Literal['ipv4', 'email']] = None
min_value: Optional[float] = None
max_value: Optional[float] = None
min_selections: Optional[int] = None
max_selections: Optional[int] = None
class IntakeFormField(BaseModel):
"""Schema for a single intake form field definition."""
variable_name: str = Field(..., min_length=1, max_length=50)
label: str = Field(..., min_length=1, max_length=100)
field_type: FIELD_TYPES
required: bool = True
options: Optional[list[str]] = None
placeholder: Optional[str] = Field(None, max_length=200)
help_text: Optional[str] = Field(None, max_length=500)
default_value: Optional[str] = None
group_name: Optional[str] = Field(None, max_length=100)
display_order: int = Field(..., ge=1)
validation: Optional[IntakeFieldValidation] = None
@field_validator('variable_name')
@classmethod
def validate_variable_name(cls, v: str) -> str:
if not VARIABLE_NAME_PATTERN.match(v):
raise ValueError(
'Variable name must start with a lowercase letter and contain only '
'lowercase letters, numbers, and underscores'
)
return v
@model_validator(mode='after')
def validate_options_for_select(self):
if self.field_type in ('select', 'multi_select'):
if not self.options or len(self.options) == 0:
raise ValueError(
f'{self.field_type} fields must have at least one option'
)
return self
class CategoryInfo(BaseModel):
"""Embedded category info for tree responses."""
id: UUID
name: str
slug: str
class Config:
from_attributes = True
class TreeBase(BaseModel):
name: str = Field(..., min_length=1, max_length=255)
description: Optional[str] = None
# Legacy category field - kept for backward compatibility
category: Optional[str] = Field(None, max_length=100)
class TreeCreate(TreeBase):
tree_type: TreeType = Field('troubleshooting', description="Tree type: troubleshooting or procedural")
tree_structure: dict[str, Any] = Field(..., description="The decision tree structure in JSON format")
intake_form: Optional[list[IntakeFormField]] = Field(None, description="Intake form field definitions (procedural flows only)")
is_public: bool = Field(False, description="Make tree visible to all users")
is_default: bool = Field(False, description="Mark as a default/system tree (admin only)")
status: Literal['draft', 'published'] = Field('published', description="Status: draft or published")
category_id: Optional[UUID] = Field(None, description="Category ID from tree_categories table")
tags: Optional[list[str]] = Field(None, max_length=10, description="List of tag names to assign")
@model_validator(mode='after')
def validate_intake_form_unique_variables(self):
if self.intake_form:
names = [f.variable_name for f in self.intake_form]
if len(names) != len(set(names)):
raise ValueError('Intake form variable names must be unique')
return self
class TreeUpdate(BaseModel):
name: Optional[str] = Field(None, min_length=1, max_length=255)
description: Optional[str] = None
category: Optional[str] = Field(None, max_length=100)
category_id: Optional[UUID] = None
tree_type: Optional[TreeType] = None
tree_structure: Optional[dict[str, Any]] = None
intake_form: Optional[list[IntakeFormField]] = None
is_public: Optional[bool] = None
is_active: Optional[bool] = None
status: Optional[Literal['draft', 'published']] = None
tags: Optional[list[str]] = Field(None, max_length=10, description="List of tag names to assign (replaces existing)")
@model_validator(mode='after')
def validate_intake_form_unique_variables(self):
if self.intake_form:
names = [f.variable_name for f in self.intake_form]
if len(names) != len(set(names)):
raise ValueError('Intake form variable names must be unique')
return self
class ForkCreate(BaseModel):
fork_reason: Optional[str] = Field(None, max_length=255, description="Brief reason for forking")
name: Optional[str] = Field(None, min_length=1, max_length=255, description="Name for the fork (defaults to 'Fork of {original name}')")
class ForkInfo(BaseModel):
"""Fork metadata included in tree responses."""
parent_tree_id: Optional[UUID] = None
root_tree_id: Optional[UUID] = None
fork_reason: Optional[str] = None
fork_depth: int = 0
parent_updated_at: Optional[datetime] = None
has_parent_updates: bool = False
class Config:
from_attributes = True
class TreeResponse(TreeBase):
id: UUID
tree_type: str = 'troubleshooting'
tree_structure: dict[str, Any]
intake_form: Optional[list[dict[str, Any]]] = None
author_id: Optional[UUID] = None
account_id: Optional[UUID] = None
category_id: Optional[UUID] = None
category_info: Optional[CategoryInfo] = None
tags: list[str] = [] # List of tag names
fork_info: Optional[ForkInfo] = None
is_active: bool
is_public: bool
is_default: bool
status: str # draft or published
version: int
created_at: datetime
updated_at: datetime
usage_count: int
class Config:
from_attributes = True
class TreeListResponse(BaseModel):
id: UUID
name: str
description: Optional[str] = None
tree_type: str = 'troubleshooting'
category: Optional[str] = None
category_id: Optional[UUID] = None
category_info: Optional[CategoryInfo] = None
tags: list[str] = [] # List of tag names
author_id: Optional[UUID] = None
account_id: Optional[UUID] = None
is_active: bool
is_public: bool
is_default: bool
status: str # draft or published
version: int
usage_count: int
created_at: datetime
updated_at: datetime
class Config:
from_attributes = True
# --- Tree Sharing Schemas ---
class TreeShareCreate(BaseModel):
"""Request to create a share token for a tree."""
allow_forking: bool = Field(True, description="Whether recipients can fork this tree")
expires_at: Optional[datetime] = Field(None, description="Optional expiration time for the share")
class TreeShareResponse(BaseModel):
"""Response containing share token and URL."""
id: UUID
tree_id: UUID
share_token: str
share_url: str
allow_forking: bool
created_by: UUID
created_at: datetime
expires_at: Optional[datetime] = None
class Config:
from_attributes = True
class TreeVisibilityUpdate(BaseModel):
"""Request to update tree visibility."""
visibility: Literal['private', 'team', 'link', 'public'] = Field(..., description="Visibility level")
class SharedTreeResponse(TreeBase):
"""Public response for shared trees (minimal info)."""
id: UUID
tree_structure: dict[str, Any]
category: Optional[str] = None
tags: list[str] = []
version: int
allow_forking: bool # From share token
created_at: datetime
updated_at: datetime
class Config:
from_attributes = True
# --- Tree Validation Schemas ---
class ValidationError(BaseModel):
"""Individual validation error."""
field: str
message: str
class TreeValidationResponse(BaseModel):
"""Response for tree validation endpoint."""
can_publish: bool
errors: list[ValidationError] = []