# FlowMason Implementation Progress

**Last Updated:** 2025-12-10 (Phase 8 UI updates complete)

## Overview

This document tracks the implementation progress of FlowMason's clean architecture rebuild. The goal is to transform FlowMason into pure infrastructure that executes deployed packages with:
- ZERO hardcoded component types
- Universal executor for ALL components
- Pipelines as versioned HTTP APIs

---

## Phase 1: Universal Component Registry ✅ COMPLETE

**Goal:** Build a registry that can discover, load, and expose ANY packaged component dynamically.

### Completed Tasks

- [x] **ComponentRegistry class** (`core/flowmason_core/registry/registry.py`)
  - Dynamic loading of components from `.fmpkg` packages
  - Methods: `get_component_class()`, `get_component_metadata()`, `list_components()`, etc.
  - Thread-safe with RLock for reentrant locking
  - Auto-scan packages directory option

- [x] **PackageLoader** (`core/flowmason_core/registry/loader.py`)
  - Extracts `.fmpkg` ZIP archives to temp directory
  - Dynamic module loading with `importlib`
  - Cleanup and unloading support

- [x] **MetadataExtractor** (`core/flowmason_core/registry/extractor.py`)
  - Extracts JSON schemas from decorated classes
  - Reads `_flowmason_metadata` from decorators
  - Generates input/output schemas from Pydantic models

- [x] **Core Types** (`core/flowmason_core/core/types.py`)
  - `NodeInput`, `NodeOutput`, `OperatorInput`, `OperatorOutput` base classes
  - `Field` helper for schema definitions
  - `ComponentMetadata` dataclass

- [x] **Decorators** (`core/flowmason_core/core/decorators.py`)
  - `@node` decorator for AI components
  - `@operator` decorator for utility components
  - Store metadata as `_flowmason_metadata` (NOT auto-register)

- [x] **Registry Types** (`core/flowmason_core/registry/types.py`)
  - `ComponentInfo`, `PackageInfo`
  - Error types: `RegistryError`, `ComponentNotFoundError`, `PackageLoadError`

- [x] **Tests** (`tests/registry/`)
  - 61 tests for registry functionality
  - Tests for loading, listing, executing components

### Pending for Phase 1 (Optional - can be done later)

- [ ] Registry database schema (PostgreSQL/Supabase)
- [ ] Registry API endpoints (REST)

---

## Phase 2: Config-to-Schema Mapper & Universal Executor ✅ COMPLETE

**Goal:** Build a system that converts pipeline configuration (JSON) into typed component Input models (Pydantic) and execute ANY component through a single code path.

### Completed Tasks

- [x] **Configuration Types** (`core/flowmason_core/config/types.py`)
  - `ComponentConfig` - Stage configuration in pipelines
  - `PipelineConfig` - Complete pipeline definition
  - `ExecutionContext` - Runtime context
  - `ValidationResult`, `ValidationError` - Pre-execution validation

- [x] **TemplateResolver** (`core/flowmason_core/config/template_resolver.py`)
  - `{{input.field}}` - Pipeline input
  - `{{upstream.stage_id.field}}` - Output from previous stages
  - `{{env.VAR_NAME}}` - Environment variables
  - `{{context.run_id}}` - Execution context
  - Type preservation (integers stay integers)

- [x] **TypeCoercer** (`core/flowmason_core/config/type_coercion.py`)
  - String to int/float/bool conversions
  - JSON strings to dict/list
  - ISO datetime strings
  - Enum conversions
  - Generic type support (`List[str]`, `Dict[str, int]`, `Any`)

- [x] **InputMapper** (`core/flowmason_core/config/input_mapper.py`)
  - Maps `ComponentConfig` to Pydantic `Input` models
  - Template resolution and type coercion
  - `FieldMapper` for nested field access

- [x] **SchemaValidator** (`core/flowmason_core/config/schema_validator.py`)
  - Pre-execution validation of configs
  - Checks required fields, type compatibility
  - `OutputValidator` for component outputs

- [x] **Execution Types** (`core/flowmason_core/execution/types.py`)
  - `UsageMetrics` - Token/cost tracking
  - `ComponentResult` - Individual stage results
  - `DAGResult` - Complete pipeline results
  - `ExecutionTracer` - Simple tracing/observability
  - Error types: `ComponentExecutionError`, `MappingExecutionError`, etc.

- [x] **UniversalExecutor** (`core/flowmason_core/execution/universal_executor.py`)
  - ONE code path for ALL component types
  - Loads component from registry
  - Maps config to Input
  - Executes and validates output
  - Returns result with metrics

- [x] **DAGExecutor** (`core/flowmason_core/execution/universal_executor.py`)
  - Executes pipelines as DAGs
  - Topological sort of stages
  - Dependency resolution
  - Aggregated usage metrics

- [x] **Tests** (`tests/config/`, `tests/execution/`)
  - 109 tests for config system
  - Template resolution, type coercion, input mapping, validation
  - Universal executor tests

### Test Results
```
170 tests passing
```

---

## Phase 3: Studio API Backend ✅ COMPLETE

**Goal:** Build the API layer for Studio to interact with the registry and executor.

### Completed Tasks

- [x] **Registry API Endpoints** (`studio/flowmason_studio/api/routes/registry.py`)
  - `GET /api/v1/registry/components` - List all components
  - `GET /api/v1/registry/components/{type}` - Get component details
  - `POST /api/v1/registry/deploy` - Upload and register package
  - `DELETE /api/v1/registry/components/{type}` - Unregister
  - `POST /api/v1/registry/refresh` - Rescan packages
  - `GET /api/v1/registry/stats` - Registry statistics

- [x] **Pipeline API Endpoints** (`studio/flowmason_studio/api/routes/pipelines.py`)
  - `GET /api/v1/pipelines` - List pipelines (with filtering/pagination)
  - `POST /api/v1/pipelines` - Create pipeline
  - `GET /api/v1/pipelines/{id}` - Get pipeline config
  - `PUT /api/v1/pipelines/{id}` - Update pipeline
  - `DELETE /api/v1/pipelines/{id}` - Delete pipeline
  - `POST /api/v1/pipelines/{id}/validate` - Validate pipeline config
  - `POST /api/v1/pipelines/{id}/clone` - Clone a pipeline

- [x] **Execution API Endpoints** (`studio/flowmason_studio/api/routes/execution.py`)
  - `POST /api/v1/pipelines/{id}/run` - Execute pipeline (async)
  - `GET /api/v1/runs` - List runs (with filtering)
  - `GET /api/v1/runs/{run_id}` - Get run status
  - `GET /api/v1/runs/{run_id}/trace` - Get execution trace
  - `POST /api/v1/runs/{run_id}/cancel` - Cancel a run
  - `DELETE /api/v1/runs/{run_id}` - Delete a run

- [x] **In-Memory Storage** (`studio/flowmason_studio/services/storage.py`)
  - `PipelineStorage` - CRUD for pipelines
  - `RunStorage` - CRUD for execution runs
  - Thread-safe with RLock
  - Placeholder for database (PostgreSQL/Supabase)

- [x] **API Models** (`studio/flowmason_studio/models/api.py`)
  - Request/response models for all endpoints
  - Pydantic models with validation

- [x] **FastAPI Application Setup** (`studio/flowmason_studio/api/app.py`)
  - Main app configuration with lifespan
  - CORS middleware
  - Health check endpoint
  - API documentation (OpenAPI/Swagger)

- [x] **Tests** (`tests/studio/`)
  - 31 tests for API endpoints
  - Pipeline CRUD tests
  - Registry API tests
  - Health check tests

### Test Results
```
201 tests passing (170 core + 31 studio)
```

### Database & Authentication (Added Later) ✅ COMPLETE

- [x] **Database Schema** (`studio/flowmason_studio/db/`)
  - SQLAlchemy models for Pipeline, Run, Folder, Setting, ComponentPackage
  - Support for both SQLite (development) and PostgreSQL/Supabase (production)
  - Repository pattern for clean CRUD operations
  - Database connection manager with connection pooling

- [x] **Authentication Middleware** (`studio/flowmason_studio/middleware/auth.py`)
  - Supabase JWT token verification
  - User roles: user, pipeline_developer, node_developer, admin, owner
  - Role-based access control decorators
  - Development mode fallback (no auth required)

- [x] **Rate Limiting** (`studio/flowmason_studio/middleware/rate_limit.py`)
  - In-memory sliding window rate limiter
  - Configurable limits per key (IP, user, API key)
  - FastAPI dependency for endpoint-level rate limiting
  - ASGI middleware for global rate limiting

- [x] **Database-backed Storage** (`studio/flowmason_studio/services/db_storage.py`)
  - Drop-in replacement for in-memory storage
  - Automatic backend selection based on DATABASE_URL

---

## Phase 4: Extract Core Components to Packages ✅ COMPLETE

**Goal:** Remove all "builtin" components and convert them to normal packages.

### Completed Tasks

- [x] **Lab Directory Structure** (`lab/flowmason_lab/`)
  - Created `nodes/core/` for core AI nodes
  - Created `operators/core/` for core utility operators
  - Proper `__init__.py` files for all modules

- [x] **Core Nodes** (5 total)
  | Node | File | Description |
  |------|------|-------------|
  | Generator | `lab/flowmason_lab/nodes/core/generator.py` | Generate text from prompts using LLMs |
  | Critic | `lab/flowmason_lab/nodes/core/critic.py` | Evaluate content with structured feedback |
  | Improver | `lab/flowmason_lab/nodes/core/improver.py` | Refine content based on feedback |
  | Synthesizer | `lab/flowmason_lab/nodes/core/synthesizer.py` | Combine multiple inputs into unified output |
  | Selector | `lab/flowmason_lab/nodes/core/selector.py` | Choose best option from candidates |

- [x] **Core Operators** (7 total)
  | Operator | File | Description |
  |----------|------|-------------|
  | HTTP Request | `lab/flowmason_lab/operators/core/http_request.py` | Make HTTP requests to external APIs |
  | JSON Transform | `lab/flowmason_lab/operators/core/json_transform.py` | Transform JSON with mappings/JMESPath |
  | Filter | `lab/flowmason_lab/operators/core/filter.py` | Conditionally filter data |
  | Loop | `lab/flowmason_lab/operators/core/loop.py` | Iterate over collections |
  | Schema Validate | `lab/flowmason_lab/operators/core/schema_validate.py` | Validate against JSON Schema |
  | Variable Set | `lab/flowmason_lab/operators/core/variable_set.py` | Set context variables |
  | Logger | `lab/flowmason_lab/operators/core/logger.py` | Emit structured logs |

- [x] **Package Builder** (`scripts/package_builder.py`)
  - Builds `.fmpkg` packages from component source files
  - Extracts metadata from `@node`/`@operator` decorators
  - Creates `flowmason-package.json` manifest
  - Supports building individual or all core packages

- [x] **Core Package Installer** (`studio/flowmason_studio/setup/core_packages.py`)
  - `CorePackageInstaller` class for auto-installing core packages
  - Copies packages to organization's packages directory
  - Registers with component registry
  - Installation verification

- [x] **Instance Initialization** (`studio/flowmason_studio/setup/initialize_instance.py`)
  - Complete setup flow for new instances
  - Organization creation, owner profile, core packages
  - Default pipelines (placeholder)

### Built Packages (12 total in `dist/packages/`)

```
dist/packages/
├── critic-1.0.0.fmpkg
├── filter-1.0.0.fmpkg
├── generator-1.0.0.fmpkg
├── http_request-1.0.0.fmpkg
├── improver-1.0.0.fmpkg
├── json_transform-1.0.0.fmpkg
├── logger-1.0.0.fmpkg
├── loop-1.0.0.fmpkg
├── schema_validate-1.0.0.fmpkg
├── selector-1.0.0.fmpkg
├── synthesizer-1.0.0.fmpkg
└── variable_set-1.0.0.fmpkg
```

### Test Results
```
201 tests passing
All 12 packages load correctly into registry
```

---

## Phase 5: Minimal Studio UI ✅ COMPLETE

**Goal:** Build a minimal but functional Studio UI for pipeline composition.

### Completed Tasks

- [x] **Project Setup** (`studio/frontend/`)
  - Vite + React + TypeScript
  - Tailwind CSS for styling
  - @xyflow/react (ReactFlow v12) for canvas
  - react-router-dom for routing

- [x] **Type Definitions** (`studio/frontend/src/types/index.ts`)
  - TypeScript types matching backend API models
  - `ComponentInfo`, `PackageInfo`, `Pipeline`, `PipelineRun`, etc.

- [x] **API Service** (`studio/frontend/src/services/api.ts`)
  - API client for registry, pipelines, runs
  - Full CRUD operations

- [x] **Hooks** (`studio/frontend/src/hooks/`)
  - `useComponents.ts` - Component data fetching
  - `usePipelines.ts` - Pipeline data management

- [x] **Component Palette** (`studio/frontend/src/components/ComponentPalette.tsx`)
  - Dynamic component list from registry (NO hardcoded components)
  - Filter by kind (node/operator)
  - Search functionality
  - Category grouping
  - Drag-and-drop support

- [x] **Pipeline Canvas** (`studio/frontend/src/components/PipelineCanvas.tsx`)
  - ReactFlow-based DAG editor
  - Drag-and-drop from palette
  - Node connection handling
  - Stage selection
  - Custom node rendering

- [x] **Input Mapping Editor** (`studio/frontend/src/components/StageConfigPanel.tsx`)
  - Dynamic form based on component input schema
  - Template variable support (`{{input.x}}`, `{{upstream.y}}`)
  - Type-specific inputs (text, number, select, checkbox, textarea)
  - Available variables reference

- [x] **Execution Panel** (`studio/frontend/src/components/ExecutionPanel.tsx`)
  - Pipeline input form
  - Run button with loading state
  - Execution trace visualization
  - Output display
  - Usage metrics (tokens, cost, time)

- [x] **Package Management** (`studio/frontend/src/pages/PackagesPage.tsx`)
  - View installed packages
  - Package details (component list, version)
  - Upload `.fmpkg` files (via API)

- [x] **Pages**
  - `PipelinesPage.tsx` - Pipeline list with search/filter
  - `PipelineBuilder.tsx` - Main builder combining all panels
  - `PackagesPage.tsx` - Package management

- [x] **App Structure** (`studio/frontend/src/App.tsx`)
  - Routing with react-router-dom
  - Sidebar navigation
  - Layout structure

### Frontend Structure
```
studio/frontend/
├── package.json              # Dependencies
├── vite.config.ts            # Vite configuration
├── tailwind.config.js        # Tailwind configuration
├── tsconfig.json             # TypeScript configuration
├── index.html                # Entry point
├── src/
│   ├── main.tsx              # React entry
│   ├── App.tsx               # Main app with routing
│   ├── index.css             # Global styles + Tailwind
│   ├── types/
│   │   └── index.ts          # TypeScript types
│   ├── services/
│   │   └── api.ts            # API client
│   ├── hooks/
│   │   ├── useComponents.ts  # Component hooks
│   │   └── usePipelines.ts   # Pipeline hooks
│   ├── components/
│   │   ├── ComponentPalette.tsx
│   │   ├── PipelineCanvas.tsx
│   │   ├── StageConfigPanel.tsx
│   │   └── ExecutionPanel.tsx
│   └── pages/
│       ├── PipelinesPage.tsx
│       ├── PipelineBuilder.tsx
│       └── PackagesPage.tsx
└── dist/                     # Built output
```

### Build Verification
```
TypeScript: ✅ No errors
Build: ✅ Success (393KB JS, 45KB CSS gzip)
```

---

## Phase 6: Integration & Polish ✅ COMPLETE

**Goal:** Integration testing, documentation, and polish.

### Completed Tasks

- [x] **Integration Testing** (`tests/integration/test_end_to_end.py`)
  - End-to-end pipeline creation and execution (19 tests)
  - Multi-stage DAG execution with parallel and sequential stages
  - Mixed node/operator pipelines
  - Error handling scenarios
  - Context variable resolution
  - Template variable substitution

- [x] **Documentation**
  - Package format specification (`docs/package-format.md`)
  - Component development guide (`docs/component-development-guide.md`)
  - API reference documentation (`docs/api-reference.md`)

- [x] **Performance Optimization**
  - Component loading caching (already implemented in registry)
  - Thread-safe operations with RLock

### Future Enhancements (Optional)

- [ ] **Documentation (continued)**
  - Studio user guide

- [ ] **Security Hardening**
  - Package signature validation
  - Enhanced input sanitization

### Test Results
```
220 tests passing (201 core + 19 integration)
```

---

## Phase 7: LLM Provider Integration ✅ COMPLETE

**Goal:** Add LLM provider support so nodes can call Claude, OpenAI, and other AI models during execution.

### Completed Tasks

- [x] **Provider Base Infrastructure** (`core/flowmason_core/providers/base.py`)
  - `ProviderCapability` enum (TEXT_GENERATION, STREAMING, VISION, etc.)
  - `ProviderResponse` dataclass with content, usage, tokens, cost tracking
  - `ProviderConfig` for serialization/deserialization
  - `ProviderBase` abstract class with:
    - Abstract: `name`, `default_model`, `available_models`, `capabilities`, `call()`
    - Utilities: `parse_json()`, `calculate_cost()`, `_build_usage_dict()`
    - Async: `call_async()` with native async or thread executor fallback
  - Registry: `@register_provider`, `get_provider()`, `list_providers()`, `create_provider()`

- [x] **Built-in Providers** (`core/flowmason_core/providers/builtin.py`)
  | Provider | Name | Default Model | Capabilities |
  |----------|------|---------------|--------------|
  | AnthropicProvider | anthropic | claude-sonnet-4-20250514 | text, streaming, vision |
  | OpenAIProvider | openai | gpt-4o | text, streaming, functions, vision |
  | GoogleProvider | google | gemini-1.5-pro | text, streaming, vision |
  | GroqProvider | groq | llama-3.3-70b-versatile | text, streaming |

- [x] **LLMHelper Class** (`core/flowmason_core/config/types.py`)
  - Simple interface for components: `context.llm.generate()` / `context.llm.generate_async()`
  - Abstracts provider selection and configuration
  - JSON parsing utilities via `parse_json()`

- [x] **ExecutionContext Updates** (`core/flowmason_core/config/types.py`)
  - Added `llm: Optional[LLMHelper]` field
  - Added `get_provider(name)` method

- [x] **DAGExecutor Updates** (`core/flowmason_core/execution/universal_executor.py`)
  - Accepts `providers` dict and `default_provider` in constructor
  - Automatically sets up `LLMHelper` on context

- [x] **Provider API Endpoints** (`studio/flowmason_studio/api/routes/providers.py`)
  - `GET /api/v1/providers` - List all registered providers
  - `GET /api/v1/providers/{name}/models` - List models for a provider
  - `POST /api/v1/providers/{name}/test` - Test provider connection
  - `GET /api/v1/providers/capabilities` - List all capabilities

- [x] **Provider Tests** (`tests/providers/test_providers.py`)
  - 20 tests covering registry, response, config, capabilities, JSON parsing, cost calculation

### Provider Usage in Components

```python
async def execute(self, input: Input, context: ExecutionContext) -> Output:
    # Use the LLM helper for text generation
    response = await context.llm.generate_async(
        prompt=input.prompt,
        system_prompt="You are a helpful assistant.",
        temperature=0.7,
        max_tokens=4096,
    )

    return self.Output(
        content=response.content,
        tokens_used=response.total_tokens,
        cost=response.cost,
    )
```

### Test Results
```
240 tests passing (220 core + 20 provider)
```

---

## Current Project Structure

```
flowmason/
├── core/flowmason_core/          # Core library
│   ├── core/
│   │   ├── types.py              # Base types (NodeInput, etc.)
│   │   └── decorators.py         # @node, @operator decorators
│   ├── registry/
│   │   ├── registry.py           # ComponentRegistry
│   │   ├── loader.py             # PackageLoader
│   │   ├── extractor.py          # MetadataExtractor
│   │   └── types.py              # Registry types
│   ├── config/
│   │   ├── types.py              # Config types (ComponentConfig, LLMHelper, etc.)
│   │   ├── template_resolver.py  # {{variable}} resolution
│   │   ├── type_coercion.py      # Type conversions
│   │   ├── input_mapper.py       # Config to Input mapping
│   │   └── schema_validator.py   # Pre-execution validation
│   ├── execution/
│   │   ├── types.py              # Execution types (ComponentResult, etc.)
│   │   └── universal_executor.py # UniversalExecutor, DAGExecutor
│   └── providers/                # NEW: LLM Provider System
│       ├── __init__.py           # Package exports
│       ├── base.py               # ProviderBase, ProviderResponse, registry
│       └── builtin.py            # Anthropic, OpenAI, Google, Groq providers
├── studio/
│   ├── flowmason_studio/         # Studio API (Python/FastAPI)
│   │   ├── api/
│   │   │   ├── app.py            # FastAPI application
│   │   │   └── routes/
│   │   │       ├── registry.py   # Registry API endpoints
│   │   │       ├── pipelines.py  # Pipeline API endpoints
│   │   │       ├── execution.py  # Execution API endpoints
│   │   │       └── providers.py  # NEW: Provider API endpoints
│   │   ├── db/
│   │   │   ├── models.py         # SQLAlchemy models
│   │   │   ├── connection.py     # Database connection manager
│   │   │   └── repositories.py   # CRUD repositories
│   │   ├── middleware/
│   │   │   ├── auth.py           # Supabase JWT authentication
│   │   │   └── rate_limit.py     # Rate limiting
│   │   ├── models/
│   │   │   └── api.py            # Request/response models
│   │   ├── services/
│   │   │   ├── storage.py        # In-memory storage
│   │   │   └── db_storage.py     # Database-backed storage
│   │   └── setup/
│   │       ├── core_packages.py  # CorePackageInstaller
│   │       └── initialize_instance.py
│   └── frontend/                 # Studio UI (React/TypeScript)
│       ├── src/
│       │   ├── components/       # UI components
│       │   ├── pages/            # Page components
│       │   ├── hooks/            # React hooks
│       │   ├── services/         # API client
│       │   └── types/            # TypeScript types
│       └── dist/                 # Built output
├── lab/flowmason_lab/            # Component development lab
│   ├── nodes/core/               # Core AI nodes
│   │   ├── generator.py
│   │   ├── critic.py
│   │   ├── improver.py
│   │   ├── synthesizer.py
│   │   └── selector.py
│   └── operators/core/           # Core utility operators
│       ├── http_request.py
│       ├── json_transform.py
│       ├── filter.py
│       ├── loop.py
│       ├── schema_validate.py
│       ├── variable_set.py
│       └── logger.py
├── scripts/
│   └── package_builder.py        # Build .fmpkg packages
├── dist/packages/                # Built core packages
├── tests/
│   ├── registry/                 # Registry tests
│   ├── config/                   # Config system tests
│   ├── execution/                # Executor tests
│   ├── studio/                   # Studio API tests
│   ├── integration/              # End-to-end tests
│   └── providers/                # NEW: Provider tests
├── docs/
│   ├── flowmason-the-product.md  # Architecture document
│   ├── architecture-rules.md     # Design principles
│   ├── package-format.md         # Package specification
│   ├── component-development-guide.md  # Component guide
│   ├── api-reference.md          # API documentation
│   └── progress.md               # This file
└── pyproject.toml                # Project configuration
```

---

## Key Design Principles

1. **ZERO hardcoded components** - Everything loads from packages
2. **Universal execution path** - ONE code path for ALL component types
3. **Studio is for composition, not coding** - No code editing in UI
4. **Pipelines become APIs** - Versioned HTTP endpoints
5. **Dynamic loading** - Components loaded on-demand from registry
6. **Provider abstraction** - Multiple LLM providers through unified interface

---

## Running Tests

```bash
# Run all tests
PYTHONPATH=core:lab:studio python -m pytest tests/ -v

# Run specific test module
python -m pytest tests/registry/ -v
python -m pytest tests/config/ -v
python -m pytest tests/execution/ -v
python -m pytest tests/studio/ -v
python -m pytest tests/providers/ -v
```

## Building Core Packages

```bash
# Build all core packages
PYTHONPATH=core:lab:studio python scripts/package_builder.py all

# Build a specific package
PYTHONPATH=core:lab:studio python scripts/package_builder.py lab/flowmason_lab/nodes/core/generator.py
```

---

## Phase 8: Template System, Save Dialog & Production Readiness ✅ COMPLETE

**Goal:** Add template system with pre-built examples, improved save UX, draft/published pipeline states, advanced debugger, and fix critical integration gaps.

### Phase 8 Feature Summary

| Feature | Status | Description |
|---------|--------|-------------|
| Template System | ✅ Complete | Pre-built pipeline templates by category |
| New Pipeline Modal | ✅ Complete | Create blank or from template |
| Save Dialog | ✅ Complete | Name, description, category, tags |
| Draft/Published States | ✅ Complete | Salesforce Flow-like pipeline lifecycle |
| Test & Publish Workflow | ✅ Complete | Test pipeline before publishing |
| Advanced Debugger | ✅ Complete | Stage input/output inspection, retry |
| Collapsible Sidebar | ✅ Complete | More canvas space |
| Show/Hide Node Notes | ✅ Complete | Toggle notes visibility |
| SQLite Persistence | ✅ Complete | Local database storage |
| Canvas Connection Handles | ✅ Complete | Visual input/output ports |
| Provider Configuration UI | ✅ Complete | Select provider/model in stages |
| shadcn/ui Modernization | ✅ Complete | Modern component library |
| Dark Mode Support | ✅ Complete | System/manual theme switching |

---

### Task 8.1: Template System ✅ COMPLETE

**Implementation:**

- **Backend API** (`studio/flowmason_studio/api/routes/templates.py`)
  - `GET /templates` - List all templates grouped by category
  - `GET /templates/{id}` - Get template details
  - `POST /templates/{id}/instantiate` - Create pipeline from template
  - `GET /templates/categories/list` - List categories with counts

- **Template Data** (`studio/flowmason_studio/data/templates/*.json`)
  - 10+ pre-built templates across categories:
    - Getting Started: Hello World, Prompt Engineering
    - Content Creation: Blog Post Writer, Content Review Loop
    - Salesforce & CRM: Lead Qualification, Sales Call Summarizer
    - Data & Integration: API Data Pipeline
    - Quality Assurance: Validated Output

- **Frontend Components**
  - `TemplatesPage.tsx` - Template gallery with category tabs
  - `NewPipelineModal.tsx` - Blank or From Template tabs
  - Template cards with difficulty badges, use cases

---

### Task 8.2: Draft/Published Pipeline States ✅ COMPLETE

**Implementation:**

- **Pipeline Status Enum** (`PipelineStatus.DRAFT`, `PipelineStatus.PUBLISHED`)
- **Status stored in SQLite** with migration support
- **API Endpoints:**
  - `POST /pipelines/{id}/test` - Run test with sample input
  - `POST /pipelines/{id}/publish` - Publish after successful test
  - `POST /pipelines/{id}/unpublish` - Revert to draft
- **UI Integration:**
  - Status badges on pipeline cards (Amber=Draft, Green=Published)
  - Test & Publish workflow in ExecutionPanel
  - Publish button enabled only after successful test

---

### Task 8.3: Advanced Debugger ✅ COMPLETE

**Implementation:**

- **Stage Input/Output Inspection** in debug panel
- **Expandable step details** showing:
  - Resolved input data
  - Output data (JSON with copy button)
  - Error details for failed stages
  - Token usage metrics
- **Retry functionality** for failed stages
- **Execution trace visualization** with status indicators

---

### Task 8.4: UI Enhancements ✅ COMPLETE

**Collapsible Sidebar:**
- Toggle button to collapse/expand component palette
- More canvas space for complex pipelines

**Show/Hide Node Notes:**
- Canvas control button to toggle notes visibility
- Notes displayed on stage nodes when enabled

**Canvas Connection Handles:**
- Visual input (top) and output (bottom) handles on stages
- Animated connection edges with arrow markers
- Empty state overlay for new pipelines

---

**Implementation:**

- Complete LLM Settings section in StageConfigPanel for nodes with `requires_llm`
- Provider dropdown (Anthropic, OpenAI, Google, Groq)
- Model dropdown with provider-specific models
- Temperature, Max Tokens, Top P sliders with visual feedback
- shadcn/ui components throughout

**Files modified:**
- `studio/frontend/src/components/StageConfigPanel.tsx`
- `studio/frontend/src/hooks/useProviders.ts`
- `studio/frontend/src/hooks/useSettings.ts`
- `studio/frontend/src/services/api.ts`
- `studio/frontend/src/types/index.ts`

---

### Task 8.6: SQLite Persistence ✅ COMPLETE

**Implementation:**

- Database file: `.flowmason/flowmason.db`
- Tables: `pipelines`, `runs`
- Migration support for adding new columns
- Thread-safe connections with autocommit
- Environment variable `FLOWMASON_DB_PATH` for custom path

**Files:**
- `studio/flowmason_studio/services/database.py` - Connection management
- `studio/flowmason_studio/services/storage.py` - CRUD operations

---

### Task 8.7: Modern UI with shadcn/ui ✅ COMPLETE

**Components Updated:**

| Component | Changes |
|-----------|---------|
| `ComponentPalette.tsx` | shadcn/ui Button, Input, Badge; category collapse/expand; dark mode |
| `PipelineCanvas.tsx` | Enhanced StageNode with handles, badges, shadows; empty state overlay |
| `StageConfigPanel.tsx` | Complete rewrite with shadcn/ui Card, Input, Select, Slider |
| `ExecutionPanel.tsx` | Card-based layout; MetricCard; copy JSON button; status icons |
| `PipelineBuilder.tsx` | Modern header with backdrop blur; provider status badges |

**New shadcn/ui Components:**
- `Button`, `Card`, `CardContent`, `CardHeader`, `CardTitle`
- `Input`, `Label`, `Badge`
- `Select`, `SelectContent`, `SelectItem`, `SelectTrigger`, `SelectValue`
- `Slider`, `Tooltip`, `TooltipContent`, `TooltipProvider`, `TooltipTrigger`

**Design System:**
- CSS variables for theming
- Tailwind CSS with `darkMode: 'class'`
- Consistent color palette: slate for neutrals, primary-500/600 for accents

---

### Documentation ✅ COMPLETE

- **API Reference** (`docs/api-reference.md`) - Updated with test/publish/unpublish endpoints, Templates API
- **Studio User Guide** (`docs/studio-user-guide.md`) - New comprehensive guide covering all UI features
- **Progress Document** (`docs/progress.md`) - This file, updated with Phase 8 completion

---

### Phase 8 Files Created/Modified

| File | Action | Description |
|------|--------|-------------|
| `studio/flowmason_studio/api/routes/templates.py` | Created | Template API endpoints |
| `studio/flowmason_studio/data/templates/*.json` | Created | 10+ template definitions |
| `studio/frontend/src/pages/TemplatesPage.tsx` | Created | Template gallery page |
| `studio/frontend/src/components/NewPipelineModal.tsx` | Created | New pipeline modal with template selection |
| `studio/frontend/src/components/SavePipelineDialog.tsx` | Created | Save dialog with template option |
| `studio/flowmason_studio/services/database.py` | Created | SQLite database management |
| `studio/flowmason_studio/services/storage.py` | Rewritten | SQLite-backed storage |
| `studio/flowmason_studio/models/api.py` | Modified | Added PipelineStatus, test/publish models |
| `studio/flowmason_studio/api/routes/pipelines.py` | Modified | Added test, publish, unpublish endpoints |
| `studio/frontend/src/components/*.tsx` | Modified | shadcn/ui modernization |
| `docs/api-reference.md` | Modified | Test/publish/templates documentation |
| `docs/studio-user-guide.md` | Created | Comprehensive Studio UI guide |

---

## Future Work (Phase 9+)

### Public API Layer ⬜ FUTURE

- API Key System for external access
- Name-based pipeline routes (vs UUID)
- Per-pipeline OpenAPI spec generation
- Rate limiting per API key

### Provider API Improvements ⬜ FUTURE

- Multi-turn conversation support (`messages` parameter)
- Streaming responses
- Tool/function calling

---

## Notes

- **Phases 1-8 complete** - Full-featured Studio with templates, persistence, and modern UI
- 240+ tests passing
- All 12 core components extracted to packages
- 4 LLM providers: Anthropic, OpenAI, Google, Groq
- Frontend: Vite + React + TypeScript + Tailwind CSS + shadcn/ui
- Storage: SQLite for development (`.flowmason/flowmason.db`)
- Template system with 10+ pre-built examples
- Draft/Published pipeline lifecycle (like Salesforce Flows)
- Dark mode support across all components
- Core principle maintained: ZERO hardcoded components

### Documentation Complete
- `docs/api-reference.md` - Full API documentation
- `docs/studio-user-guide.md` - Comprehensive Studio UI guide
- `docs/package-format.md` - Package specification
- `docs/component-development-guide.md` - How to build components
- `docs/architecture-rules.md` - Design principles
- `docs/progress.md` - Implementation progress (this file)
