Commit Graph

7 Commits

Author SHA1 Message Date
JasonFraser 965028e6c2 Add Excel export, rewrite Sheet pull to transposed layout, enrich battlecards
- SyncToSheet.vue: add "Download Excel" export alongside Copy rows,
  using exceljs (dynamically imported to avoid bundling ~940KB into
  AnalysePage) instead of xlsx (unpatched high-severity CVEs)
- appscript/Sync.gs: rewrite the Sheet-pull layout from column-per-field/
  row-per-competitor to the transposed layout (fields down column A,
  one column per competitor) — matches the dashboard's Copy rows/Excel
  export and the real legacy client reference sheet, which the old
  layout was never actually reconciled against. Row detection is now
  label-based and self-bootstraps a blank template on first pull.
- CLAUDE.md: correct §15 to document the transposed layout instead of
  the stale column-per-field description
- battlecard_service.py: replace two hardcoded placeholder strings
  (positioning_summary, recent_changes) with real computed data —
  actual price_history-derived recent changes, and richer product
  summaries (service levels, target audience, activities). Raise
  BATTLECARD_PRODUCT_LIMIT 10->50 and loosen prompt word caps so the
  richer input isn't compressed away
- BattlecardCard.vue: render pricing_observation, generated but never
  displayed before
- pb_migrations/009: fix battlecards.generated_at to stamp on update,
  not just create, so regenerated battlecards show an accurate
  "Updated" timestamp

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-07-05 23:08:06 -04:00
JasonFraser a25909a459 Add per-seat trip watchlist, fix cross-URL caching bug, and improve results table UX
The biggest fix: change-detection and the fast-path cache lookup were
scoped only by competitor_id, not by which specific trip page was
scraped. Since trip-intent matching lets a PM scrape a different URL per
run, get_last_hash_for_url() compared each new scrape against whatever
page happened to be hashed most recently for that competitor — almost
always a different page — so change_detected never settled back to
False and the true no-scrape fast path was unreachable in practice.
Scoped scrape_runs/products lookups by (competitor_id, url) instead, and
threaded a cleaned confirmed_url consistently through needs_refresh(),
detect_change(), and analyse_from_cache(). Verified end-to-end with a
regression test reproducing the exact reported scenario.

New: a per-seat, tier-capped trip watchlist (1 trip/seat at Analyse).
The nightly cron now re-scrapes only the specific trips a PM chose to
track instead of every competitor's homepage (a page already flagged
low-signal by is_generic_homepage()) — bounded, predictable volume, and
every resulting alert is about a trip someone actually cares about.
Reuses the existing confirmed_url/per-url caching machinery with zero
changes needed to jobs.py's job loop. Also fixes a real gap:
auth_service.py resolved the caller's active seat only to validate the
JWT and then discarded it — every route before this only ever needed
tenant_id. get_seat_from_request() now returns it.

Also fixed the Firecrawl /map timeout (15s → 30s; a large real site's
sitemap fetch took ~21s and was silently read as "no match found"), a
job left stuck at "Stopping…" forever after a worker process was killed
mid-run (status endpoint now self-heals via the underlying RQ job
state), and several results-table issues: hardcoded "G Adventures" in
the extraction prompt and a literal "G" in the comments column label
(replaced with the real tenant name), non-clickable trip links, a
cache-source badge that was silently clipped on most columns, a missing
view into the client's own scraped trip data, and bolding for
Strengths/Weaknesses/Differences/Pricing in the comments text.

370+ new/updated backend tests; full suite green.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-07-04 22:03:54 -04:00
JasonFraser ad1d7f1815 Fix critical scrape-targeting bug and harden proxy, matching, and dashboard reliability
The highest-impact fix: run_research_job() only ever read entry['id'] from
confirmed competitors, silently discarding the Firecrawl-matched or
manually-swapped URL — every scrape fell back to the competitor's bare
root domain regardless of what was confirmed. This explains most of the
"unpredictable/wrong data" behavior seen against the old app.py. Threaded
confirmed_url through jobs.py -> analysis_service.py so the actually
confirmed page is what gets scraped.

Other fixes bundled in this pass:
- Proxy layer: Webshare rotating-gateway country code lowercased (was
  silently failing auth), Bright Data port corrected to 33335 (current
  cert), dedicated-IP candidate rotation added before falling back to the
  shared gateway/Bright Data escalation.
- Trip-intent matching: score_and_rank_urls() now hard-gates on
  destination keyword and excludes bare root-domain candidates, instead
  of letting duration/category signals alone push a wrong-country or
  homepage URL over the confidence threshold.
- force_refresh cache-bypass toggle added (opt-in, collapsed "Advanced
  options"), plus a "Skip this competitor" affordance for unmatched URLs.
- De-hardcoded "G Adventures" (the hackathon reference client) out of the
  extraction prompt — now uses the real tenant's company name.
- RunHistory/Apps-Script "latest results" queries filtered to
  triggered_by = "manual" so per-competitor content-hash bookkeeping rows
  no longer drown out real batch runs.
- Dashboard fixes: stuck-state bug on revisiting the Analyse page,
  AccountPage/BattlecardsPage restacked to single-column layout, Alerts
  moved to a header bell dropdown, invisible Export/Run Analysis icons
  (fill -> stroke), tour popup width mismatch, horizontal-scroll bug on
  cards (missing min-width: 0 in flex layout).
- New PocketBase migrations for scrape_runs (content_hash fields,
  tab_type, created_by_email) and products (departures, start_days).

335 backend tests passing.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-07-04 17:33:05 -04:00
JasonFraser e0de2df6bf Phase 5 + 6: automation, content-hash change detection, semantic trip matching
Phase 5 — Automation:
- Daily scrape cron, daily digest email, and Monday brief n8n workflows
- price_history_repository.py + price diffing/is_new detection wired
  into analysis_service's refresh path
- Numeric unread-count badge on the topbar bell (was a plain dot)

Change detection architecture correction:
- CLAUDE.md's Firecrawl Monitor design doesn't match the real
  self-hosted product: no /v1/monitor in v1, the real /v2/monitor is
  cron-scheduled and credit-metered (Supabase-gated), and self-hosted
  Firecrawl is a 3-service stack (api/worker/playwright-service), not
  the single container originally spec'd
- Replaced with content-hash comparison computed during the scrape
  itself (core/scraper.py's compute_content_hash/normalise_html,
  analysis_service's detect_change()) — no external dependency, and
  the refresh path now skips LLM extraction entirely when a scrape
  finds no content diff
- Fixed a real bug in the first pass of this migration: change_detected
  was set and then immediately reset within the same function call,
  making it unobservable to the CompetitorsPage badge, the Apps Script
  sidebar, and the n8n cron filter. It now stays visible until the
  next scrape confirms nothing further changed.
- Added a composite index on scrape_runs(competitor_id, content_hash,
  started_at) backing the per-competitor recency lookup
- Docker Compose's firecrawl service replaced with the real
  firecrawl-api/firecrawl-worker/firecrawl-playwright stack, gated
  behind an opt-in profile
- Added CORS (absent from the original spec entirely) so the
  browser-based dashboard can reach the API cross-origin

Phase 6 — Semantic trip matching:
- client_trips_repository.py — this collection existed in schema but
  nothing ever populated it; comparable-trip matching could never
  produce a real match without it
- embedding_service.save_client_trip() upserts a client_trips record
  from every /research submission's trip-intent description, with
  stale-embedding invalidation when destination/duration change
- /internal/embed-products now embeds client_trips as well as
  competitor products; /internal/match-comparable reads both sides
  from PocketBase instead of expecting client_trips in the request
  body, so it's callable unattended by n8n
- comparable_matches upserts on (client_product, competitor_product)
  instead of always creating — first_matched/last_matched only make
  sense if repeat weekly matches update in place, and a PM's dismissed
  match now survives re-matching
- embedding_and_matching_cron.json — Sunday night n8n workflow

249 tests passing, 96% coverage.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-07-02 11:23:23 -04:00
JasonFraser d4f2c7d96b Phase 4: Sheet-initiated pull integration (Apps Script) + template import
Rearchitects the Sheet integration per updated CLAUDE.md §15: a
stateless Flask backend has no way to reach into whichever Sheet a PM
has open, so the Sheet pulls its latest results on demand rather than
Flask ever pushing to it. This is also the simpler path for
non-technical users — no Sheet ID to find/paste, no service-account
sharing, just one button in the sidebar.

Apps Script (appscript/, new):
- appsscript.json — Editor Add-on manifest, spreadsheets.currentonly
  scope (touches only whichever Sheet is open, nothing else in Drive)
- Code.gs — onOpen/onInstall/onHomepage, opens the sidebar
- Validation.gs — validateLicence() (6hr cache, POST /validate-email),
  plus markOnboardingStepOnce_() shared helper
- Sync.gs — pullLatestResults()/getWorkbookTabs()/detectColumns(),
  with a real header-alias map for every STANDARD_FIELDS column
  (majorityPrice matches "Rack Rate"/"Standard Price"/etc, not just
  one exact label) so silent write failures don't happen from a PM
  naming a column slightly differently than expected
- Sidebar.html — tab selector + Pull latest results + last-pull status

Backend:
- GET /research/history/latest (email-resolved) replaces the removed
  POST /sheet/push and GET /sheet/tabs
- GET /account/template now reads TEMPLATE_SHEET_URL instead of a
  hardcoded placeholder
- PATCH /account/onboarding now accepts either a JWT session (dashboard)
  or an email in the body (Apps Script has no JWT, only the PM's Google
  email) — this was a real gap: Sync.gs's onboarding-flag calls would
  have 401'd against the JWT-only version
- onboarding_service.DEFAULT_CHECKLIST corrected to the current schema
  (template_imported/sidebar_installed/sync_from_sheet, not the stale
  push_to_sheet/download_template)
- Fixed the same stale field names in CLAUDE.md §32's onboarding
  runbook example payload, so it doesn't teach a future tenant-creation
  script the wrong schema

Frontend:
- PushToSheet.vue removed, replaced by SyncToSheet.vue — a clipboard
  copy button + instructions to use the sidebar, no tab selector (tab
  selection lives in the sidebar, where the workbook is actually open)
- AccountPage.vue's template section rebuilt as three items: open
  template, two-step import instructions + sidebar install link, and
  a deliberately no-op verification input (never validated/fetched/
  stored — the confirmation is purely the PM telling themselves it's
  done, per explicit instruction not to create a dependency on their
  workbook)
- useOnboardingTour.js step 5 updated to match

220 backend tests passing. Frontend production build verified clean.
Apps Script (.gs/.html) cannot be unit-tested in this environment —
no Google Apps Script runtime available locally; verified only by
careful cross-file consistency review (function names/signatures
matching across Code.gs/Validation.gs/Sync.gs/Sidebar.html).

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-07-01 17:29:20 -04:00
JasonFraser c0a77a1a65 Fill in missing Resend templates + Freescout support links
Closes gaps identified after Phase 3: the four email templates named
in CLAUDE.md's file tree (§5) were only partially built (weekly brief
only). Adds:

- welcome.html, trial_reminder.html, price_alert.html, new_product.html
  — matching the brief.html styling pattern
- services/email_service.py — send_welcome_email(),
  send_trial_reminder_email(), send_price_alert_email(),
  send_new_product_email(), all via the same plain-Jinja2 + Resend
  pattern as brief_service.py (side-effect failures logged, never raised)
- Three new internal routes for n8n/manual-onboarding to call:
  POST /internal/welcome-email/<tenant_id>
  POST /internal/trial-reminder/<tenant_id>
  POST /internal/alert-email/<alert_id> (dispatches to price_alert or
  new_product template by alert_type, marks delivered_email on success)
- alert_repository.mark_email_delivered() to back that last route

Also adds the "Contact support" (Freescout) placeholder link CLAUDE.md
calls for in both the sidebar (visible on every page) and AccountPage,
pointing at support.bettersight.io. The actual Freescout container,
DNS/Pangolin routing, and mailbox are real infra this backend can't
provision — the link is a placeholder until that's deployed.

216 backend tests passing, 95% coverage, 100% on the new email_service.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-07-01 13:32:56 -04:00
JasonFraser 11610b8b4a Phase 3: Vue 3 + Nuxt UI v4 dashboard
Implements CLAUDE.md Build Order Phase 3 — the 7-page dashboard,
matching the approved bettersight-dashboard.html mockup's design
system (dot-grid motif, dark sidebar, card shadows, badges) exactly.

Scope note: nuxt-ui-templates/dashboard-vue (the template CLAUDE.md
says to clone) ships entirely in TypeScript, which directly conflicts
with §18's "JavaScript only, no .ts files" rule. Per user decision,
converted the template to plain JS and rebuilt the dashboard chrome
(sidebar/topbar) as custom components matching the mockup instead of
Nuxt UI's own dashboard components, since the mockup is the approved
design (§25) and Nuxt UI's dashboard components have their own default
look that would fight against it.

- Core plumbing: pocketbase.js client, api_service.js (X-API-Key +
  JWT + 401-refresh interceptor), auth_store/analysis_store/
  notifications_store (Pinia), 5 repositories, explicit vue-router
  (v4, not v5 — matching CLAUDE.md's stack table) with an auth guard
- Shared components: programmatic DotGrid.vue, StatCard, EmptyState,
  CompetitorForm, SeatManager, BattlecardCard, SubscriptionCard,
  CsvUpload+ImportPreviewModal, FeedItem, AlertCard
- All 7 pages: Login (+Google OAuth, forgot password), ResetPassword,
  Account (subscription, upgrade prompt, seats, onboarding), Competitors
  (CSV bulk import), Analyse (full find-urls → confirm → poll → results
  → confidence → push-to-sheet flow with all 4 JobProgress terminal
  states), Activity (stat row, feed, alerts, onboarding tour trigger),
  Battlecards
- Shepherd.js 5-step onboarding tour ported verbatim from §21
- Sentry init (prod-only) + global error handler in main.js

Two backend gaps surfaced and fixed while building this:
- Added GET /account/me (dashboard had no way to learn its own
  tenant_id after login) and fixed GET /account/<tenant_id> to verify
  the session's tenant matches the requested one (previously any valid
  X-API-Key could read any tenant's account data)
- Added GET /alerts and PATCH /alerts/<id>/read (no route existed to
  list or acknowledge alerts, needed by the sidebar badge and
  ActivityPage's alerts panel)

Deliberately deferred: the mockup's Price Position sparkline/corridor
card has no defined data contract anywhere in CLAUDE.md — omitted
rather than backed with fabricated numbers. /sheet/push and
/sheet/tabs still return their Phase-1 structured 501 pending Phase 4.

Verified: full production build succeeds, dev server serves the login
page correctly (screenshotted, zero console errors), and the router's
auth guard correctly redirects an unauthenticated session to
/login?return=... with no console errors. Backend: 202 tests still
passing after the two route additions.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-07-01 13:16:31 -04:00