feat: add procedural flows with intake forms, navigation, and seed templates

Adds a new "procedural" tree type for linear step-by-step project workflows
(domain controller setup, M365 onboarding, VPN config, etc). Includes intake
form builder, two-panel step navigation, variable resolution, procedural
exports, 3 seed templates, and UI rename from "Trees" to "Flows".

Also archives 19 implemented plan docs and creates deferred features backlog.

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

backend/app/api/endpoints/sessions.py

@@ -136,13 +136,27 @@ async def start_session(
             detail="You don't have access to this tree"
         )
 
+    # For procedural trees with intake forms, validate required fields
+    session_variables = session_data.session_variables or {}
+    if tree.tree_type == 'procedural' and tree.intake_form:
+        missing_fields = []
+        for field in tree.intake_form:
+            if field.get("required") and not session_variables.get(field["variable_name"]):
+                missing_fields.append(field["label"])
+        if missing_fields:
+            raise HTTPException(
+                status_code=status.HTTP_422_UNPROCESSABLE_ENTITY,
+                detail=f"Missing required intake form fields: {', '.join(missing_fields)}"
+            )
+
     # Create session with tree snapshot (includes tree metadata for filtering/export)
     tree_snapshot = {
         **tree.tree_structure,
         "name": tree.name,
         "description": tree.description,
         "category": tree.category,
-        "version": tree.version
+        "version": tree.version,
+        "tree_type": tree.tree_type,
     }
 
     new_session = Session(
@@ -152,7 +166,8 @@ async def start_session(
         path_taken=[],
         decisions=[],
         ticket_number=session_data.ticket_number,
-        client_name=session_data.client_name
+        client_name=session_data.client_name,
+        session_variables=session_variables,
     )
 
     # Increment tree usage count
@@ -421,7 +436,9 @@ async def save_session_as_tree(
         can_publish, validation_errors = can_publish_tree(
             tree_structure,
             tree_name,
-            request_data.description
+            request_data.description,
+            tree_type=original_tree.tree_type,
+            intake_form=original_tree.intake_form,
         )
         if not can_publish:
             raise HTTPException(

backend/app/api/endpoints/trees.py

@@ -44,6 +44,7 @@ def build_tree_response(tree: Tree) -> 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,
@@ -89,12 +90,14 @@ def build_full_tree_response(tree: Tree, parent_tree: Tree = None) -> TreeRespon
         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,
@@ -112,6 +115,7 @@ def build_full_tree_response(tree: Tree, parent_tree: Tree = None) -> TreeRespon
 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"),
@@ -137,6 +141,8 @@ async def list_trees(
     )
 
     # Apply filters
+    if tree_type:
+        query = query.where(Tree.tree_type == tree_type)
     if category:
         query = query.where(Tree.category == category)
     if category_id:
@@ -297,10 +303,16 @@ async def create_tree(
     """
     # 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_data.description,
+            tree_type=tree_data.tree_type,
+            intake_form=intake_form_dicts,
         )
         if not can_publish:
             raise HTTPException(
@@ -332,12 +344,19 @@ async def create_tree(
                 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=None if is_default else current_user.id,  # Default trees have no author
         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
@@ -463,11 +482,15 @@ async def update_tree(
         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
+            final_description,
+            tree_type=final_tree_type,
+            intake_form=final_intake_form,
         )
         if not can_publish:
             raise HTTPException(
@@ -673,7 +696,9 @@ async def fork_tree(
         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,
@@ -996,7 +1021,9 @@ async def check_tree_can_publish(
     can_publish, validation_errors = can_publish_tree(
         tree.tree_structure,
         tree.name,
-        tree.description
+        tree.description,
+        tree_type=tree.tree_type,
+        intake_form=tree.intake_form,
     )
 
     return TreeValidationResponse(