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/schemas/tree.py

@@ -1,7 +1,69 @@
 from datetime import datetime
 from typing import Optional, Any, Literal
 from uuid import UUID
-from pydantic import BaseModel, Field
+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',
+    '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):
@@ -22,25 +84,45 @@ class TreeBase(BaseModel):
 
 
 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")
@@ -62,7 +144,9 @@ class ForkInfo(BaseModel):
 
 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
@@ -86,6 +170,7 @@ 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