diff --git a/03-DEVELOPMENT-ROADMAP.md b/03-DEVELOPMENT-ROADMAP.md index e347d8bf..d4ffcf53 100644 --- a/03-DEVELOPMENT-ROADMAP.md +++ b/03-DEVELOPMENT-ROADMAP.md @@ -1,525 +1,167 @@ # Development Roadmap -## Phase 1: MVP (Weeks 1-3) -**Goal:** Get Michael using this on real tickets ASAP - -### Week 1: Foundation -**Backend:** -- [x] Project setup (Python FastAPI, project structure) -- [x] Database schema design and creation (PostgreSQL) -- [x] User authentication (register, login, JWT tokens) -- [x] Basic CRUD API for trees -- [x] Session tracking API - -**Frontend:** -- [x] Project setup (React + Vite, Tailwind CSS) -- [x] Authentication UI (login, register) -- [x] Basic layout and navigation -- [x] Tree selection/browsing interface - -**DevOps:** -- [x] Docker setup for local development -- [x] Database migrations (Alembic) -- [x] Environment configuration - -### Week 2: Core Functionality -**Backend:** -- [x] Session decision tracking -- [x] Export API (plain text, markdown, HTML) -- [ ] File upload API (basic) - *Deferred to Phase 3* -- [x] Tree retrieval optimizations - -**Frontend:** -- [x] Tree navigation interface - - [x] Display questions/decisions - - [x] Yes/No buttons - - [x] Multiple choice options - - [x] Notes input at each step - - [x] Back button (undo decision) - - [x] Progress indicator (breadcrumb) -- [x] Session management - - [x] Start new session - - [x] Save progress - - [x] Complete session -- [x] Export functionality - - [ ] Preview export - *Not yet implemented* - - [ ] Copy to clipboard - *Not yet implemented* - - [x] Download as file - -**Content:** -- [x] Create 7 comprehensive decision trees via `backend/scripts/seed_trees.py`: - **Tier 1 - Help Desk:** - 1. [x] Password Reset/Account Lockout (20+ nodes) - 2. [x] Outlook/Email Problems (15+ nodes) - 3. [x] VPN Connection Failures (15+ nodes) - 4. [x] Printer Problems (15+ nodes) - **Tier 2 - Desktop Support:** - 5. [x] Slow Computer Troubleshooting (15+ nodes) - 6. [x] Network Connectivity Issues (15+ nodes) - **Tier 3 - Systems:** - 7. [x] File Share Access Problems (20+ nodes) - -### Week 3: Polish & Testing -**Backend:** -- [x] Error handling improvements -- [x] API documentation (automatic via FastAPI) -- [x] Performance optimization - -**Frontend:** -- [x] UI/UX refinements - Markdown rendering, micro-interactions, design polish -- [x] Responsive design (desktop + mobile) -- [x] Loading states -- [x] Error handling and user feedback (ErrorBoundary) -- [x] Markdown rendering in session player and node editor -- [ ] Keyboard shortcuts - *Not yet implemented* -- [x] User preferences - **COMPLETE** - - [x] Theme toggle (dark/light/system) - - [x] Persist preferences in localStorage - - [x] Settings page accessible from user menu at `/settings` - - [x] Default export format preference - -**Testing:** -- [x] Michael tests on 5-10 real tickets -- [x] Bug fixes based on feedback -- [x] Documentation updates - -**Deployment:** -- [x] Deploy to Railway - **PRODUCTION LIVE** -- [x] Setup production database -- [x] Configure environment variables -- [x] SSL/HTTPS setup -- [x] Custom domain (resolutionflow.com / api.resolutionflow.com) -- [x] PR environments for testing - -### MVP Success Criteria -- [x] Michael can log in -- [x] Michael can navigate through a decision tree -- [x] Michael can add notes at each step -- [x] Michael can export clean, formatted notes -- [x] Notes make sense and show work performed -- [x] System is stable and responsive -- [ ] Michael actually uses it for real tickets - *Testing in progress* +> **Last Updated:** March 1, 2026 +> **Product:** ResolutionFlow (repo: patherly) +> **Target Market:** MSP companies — IT service providers managing infrastructure and support for multiple clients --- -## Phase 2: Team-Ready (Weeks 4-6) +## Completed Work -### Week 4: Team Features -**Backend:** -- [x] Team model and API -- [x] Role-based access control (super_admin, team_admin, engineer, viewer) -- [x] Tree authorship controls (who can edit) -- [x] Multi-user session tracking +### Phase 1: MVP +- FastAPI backend with 25+ API endpoints, PostgreSQL, Docker, Alembic migrations +- JWT auth with refresh token rotation, invite codes, password complexity +- Trees CRUD, sessions, export (Markdown/Text/HTML), full-text search +- React 19 + Vite + TypeScript + Tailwind frontend +- Tree navigation (session player), session history, export download +- Production deployment on Railway (resolutionflow.com) +- 7 seed decision trees, 100+ integration tests -**Frontend:** -- [x] Team management UI -- [x] User role display -- [x] Tree editor permissions (permission-based guards) -- [x] User profile/settings page +### Phase 2: Team-Ready +- RBAC (super_admin, team_admin, engineer, viewer) with `usePermissions` hook +- Tree Editor — form-based with visual canvas preview, Zustand + immer + zundo (undo/redo) +- Tree organization — categories, tags (autocomplete), user folders (3-level hierarchy) +- Admin panel — 8 pages (users, invite codes, audit logs, plan limits, feature flags, settings, categories) +- Session enhancements — timer, keyboard hints, repeat last, auto-recovery, scratchpad (Ctrl+/) +- Session outcomes with step timing tracking +- Mobile-responsive design +- Security hardening (Phases A-D) — rate limiting, audit logs, soft delete, SQL escaping -**Content:** -- [ ] Add 5-10 more decision trees based on Michael's feedback -- [ ] Refine existing trees based on usage data +### Phase 2.5: Step Library & Procedural Flows (Partially Complete) +- **Step Library backend** — CRUD, search, ratings, reviews, visibility filtering, verified-use badge +- **Procedural flows** — `procedural` tree type, step-by-step execution engine, intake forms, section headers, resume support, type-aware routing +- **Maintenance flows** — `maintenance` tree type, batch session launch, saved target lists, APScheduler cron scheduling, maintenance detail page +- **Session sharing** — ShareSessionModal, SharedSessionPage, MySharesPage, share links with copy/manage +- **Export improvements** (Phases A-C) — step cutoff, summary block, detail levels, editable preview, sensitive data redaction +- **Rebrand** — Patherly → ResolutionFlow branding, dark-first purple gradient design system -### Week 5: Tree Management -**Backend:** -- [x] Tree categories and tagging -- [x] Tree search API (full-text) -- [ ] Tree usage statistics -- [x] Session history API - -**Frontend:** -- [x] Tree editor UI - - [ ] Visual tree builder (drag-and-drop nodes) - *Form-based implemented instead* - - [x] Add/edit/delete nodes - - [x] Set question types (yes/no, multiple choice, action) - - [x] Add help text and documentation links - - [x] Markdown preview in description fields - - [x] Save and publish -- [x] Tree library/browser - - [x] Category filters - - [x] Search functionality (full-text) - - [x] Sort by usage, date, name - - [x] Tag filters with autocomplete - - [x] Folder organization (hierarchy support) -- [x] Session history viewer - - [x] List past sessions - - [x] View session details - - [x] Re-export past sessions - -### Week 6: Mobile & Polish -**Frontend:** -- [x] Mobile-responsive design - - [x] Touch-friendly buttons - - [x] Optimized layouts for small screens - - [x] Responsive navigation and forms -- [ ] Custom branches during navigation - *In Progress* - - [ ] "Add custom step" button - - [ ] Quick branch creation - - [ ] Custom branches saved to session (not tree) -- [x] UI improvements based on feedback - - [x] Micro-interactions and transitions - - [x] Global thin scrollbar styling - - [x] Design consistency and polish - -**Testing:** -- [ ] Onboard 2-3 team members -- [ ] Gather feedback -- [ ] Bug fixes and refinements - -### Phase 2 Success Criteria -- [x] Tree editor is functional and intuitive -- [x] Mobile interface is usable -- [x] RBAC and permissions implemented -- [x] Tree organization (categories, tags, folders) -- [ ] 3-5 engineers actively using the tool - *Pending user testing* -- [ ] Custom branches work smoothly - *In Progress* -- [ ] Team reports positive feedback - *Pending user testing* +### Recently Completed (Feb-Mar 2026) +- **AI Flow Assist** — Conversational AI chat builder for generating troubleshooting and procedural flows. Multi-phase interview (scope → structure → details), progressive tree generation with live preview, save to flow library. Backend: Anthropic Claude API with streaming, AI tree validation, scaffold/refine pipeline. Frontend: ChatPanel, StaticTreePreview, ChatToolbar, Zustand store. +- **Cross-Reference / Loop-Back Support** — Ghost references allowing any node to link to any other node in the tree (loop-backs, re-verification patterns). Backend validation relaxed for cross-refs. Frontend: cross-reference edge rendering (dashed purple arrows), node picker dropdowns in action/decision forms, circular reference detection changed to warnings. --- -## Phase 2.5: Personal Branching & Step Library (Weeks 7-8) -**Goal:** Enable personalized troubleshooting workflows without modifying official trees +## In Progress -**Dependencies:** Requires Phase 2 completion (Tree Editor, Session History, User Permissions) - -### Week 7: Step Library & Custom Steps - -**Backend:** -- [x] Step categories table and seed data (10 global categories) -- [x] Step Library database schema and migrations -- [x] Step CRUD API endpoints at `/api/v1/steps` -- [x] Step search with full-text indexing -- [x] Step rating and review system -- [x] Visibility filtering (private/team/public) -- [x] Session custom steps tracking (JSONB field) -- [x] Step usage logging for "Verified Use" badge - -**Frontend:** -- [ ] "+ Add Custom Step" button in tree navigation - *In Progress* -- [ ] Custom step creation modal - - [ ] "Type My Own" tab with step form - - [ ] "Browse Library" tab with search/filter -- [ ] Step library browser component - - [ ] Category filter dropdown - - [ ] Tag filter (popular tags as chips) - - [ ] Minimum rating filter - - [ ] Sort options (recent, popular, rating) -- [ ] Step preview/detail modal with ratings -- [ ] Custom step indicator in session view -- [x] Custom steps in export output (backend support complete) -- [ ] Rate/review modal after using a step - -### Week 8: Tree Forking & Personal Trees - -**Backend:** -- [ ] User trees database schema and migrations -- [ ] Fork tree API endpoint -- [ ] User trees CRUD endpoints -- [ ] Share token generation for link sharing -- [ ] Public tree access (no auth) endpoint -- [ ] Save session as tree endpoint -- [ ] Fork tracking and lineage - -**Frontend:** -- [ ] "My Trees" dashboard page -- [ ] Fork button on tree detail view -- [ ] Save session as tree prompt (post-completion) -- [ ] Tree sharing modal - - [ ] Visibility options (private/link/team/public) - - [ ] Share link generation - - [ ] Copy link functionality -- [ ] Fork notification when original updates -- [ ] Basic diff view for tree changes - -**Admin Features:** -- [ ] Category management UI (create, rename, archive) -- [ ] Community step approval queue -- [ ] Admin curated steps management -- [ ] Review moderation (hide abusive reviews) - -### Phase 2.5 Success Criteria -- [ ] Users can add custom steps during any session - *Backend ready, UI in progress* -- [x] Custom steps included in session exports -- [x] Step library backend complete with search API -- [ ] Step library frontend UI complete - *In Progress* -- [ ] Users can fork and save personal tree versions - *Backend schema ready* -- [ ] Sharing via link works for non-authenticated users -- [x] Team visibility respects team membership (RBAC complete) -- [x] Ratings API with "Verified Use" tracking complete -- [x] No cross-user data leakage (permissions audit complete) +| Task | Status | Notes | +|------|--------|-------| +| Step Library Frontend UI | In Progress | Backend complete, frontend browse/search/rate UI pending | +| Procedural Flows Lifecycle | In Progress | Resume done, run chooser/reuse pending | --- -## Phase 3: Professional Tool (Weeks 9-14) +## Phase 3: Intelligence & Polish -### Week 9-10: File Attachments -**Backend:** -- [ ] S3-compatible storage setup (MinIO/DigitalOcean Spaces) -- [ ] File upload with validation (type, size) -- [ ] Generate pre-signed URLs -- [ ] Attachment metadata storage -- [ ] Include attachments in exports +**Goal:** Make ResolutionFlow smarter — surface insights from usage data and make the day-to-day experience faster. -**Frontend:** -- [ ] File upload UI at decision nodes - - [ ] Drag-and-drop upload - - [ ] Screenshot paste support (Ctrl+V) - - [ ] File preview (images) - - [ ] Multiple files per node -- [ ] Attachment gallery in session view -- [ ] Download attachments +### 3A: Quick Wins & UX (Priority: Medium) -### Week 11-12: Advanced Features -**Backend:** -- [ ] Offline data sync API -- [ ] Client-specific context storage -- [ ] Advanced export templates -- [ ] Tree analytics API +| Feature | GitHub Issue | Description | +|---------|-------------|-------------| +| Quick Actions Dashboard | #70 | Landing page with recent sessions, pinned flows, one-click actions | +| Step Feedback Flag | #58 | "This Step is Wrong" flag during sessions — feeds back to tree authors | +| Quick-Start from Clipboard | #62 | Paste a ticket description, AI suggests the best matching flow | -**Frontend:** -- [ ] Offline capability (Service Workers + IndexedDB) - - [ ] Cache trees locally - - [ ] Queue decisions while offline - - [ ] Auto-sync when online - - [ ] Offline indicator -- [ ] Client context system - - [ ] Save client-specific details (server names, topologies) - - [ ] Auto-populate known values - - [ ] Client selection at session start -- [ ] Export enhancements - - [ ] PDF export - - [ ] Custom export templates - - [ ] Include/exclude attachments - - [ ] Format for specific ticket systems +### 3B: Analytics & Intelligence (Priority: Medium) -### Week 13-14: Analytics & Optimization -**Backend:** -- [ ] Tree usage analytics -- [ ] Common paths analysis -- [ ] Team performance metrics -- [ ] Automation framework foundation +| Feature | GitHub Issue | Description | +|---------|-------------|-------------| +| Tree Effectiveness Dashboard | #61 | Usage stats, common paths, avg completion time, success rates per flow | +| Recurring Issue Detection | #60 | Identify repeat problems across sessions — surface patterns to team leads | -**Frontend:** -- [ ] Analytics dashboard - - [ ] Tree usage stats - - [ ] Most common paths - - [ ] Average completion time - - [ ] Success rates -- [ ] "Send to engineer" feature - - [ ] Generate simplified checklist - - [ ] Share via link (read-only) - - [ ] Print-friendly format -- [ ] Performance optimizations - - [ ] Lazy loading - - [ ] Code splitting - - [ ] Image optimization +### 3C: Content Management (Priority: Medium) -**Documentation:** -- [ ] User guide -- [ ] Tree creation best practices -- [ ] Video tutorials (basic) +| Feature | GitHub Issue | Description | +|---------|-------------|-------------| +| Tree Templates + Import/Export | #66 | Starter templates, JSON/YAML export, community sharing foundation | -### Phase 3 Success Criteria -- [ ] Attachments work reliably -- [ ] Offline mode functions correctly -- [ ] Exports are professional and comprehensive -- [ ] Analytics provide useful insights -- [ ] Tool feels polished and complete -- [ ] Michael using it for 50%+ of tickets +### 3D: Remaining Infrastructure +- File attachments for sessions (S3-compatible storage, drag-and-drop, screenshot paste) +- Tree forking UI (backend schema exists — migration 022) +- Step Library frontend completion --- -## Phase 4: MSP Platform (Months 4-6) +## Phase 4: Integrations & Automation -### Month 4: API & Integrations -**Backend:** -- [ ] Public API design (versioned) -- [ ] API key management -- [ ] Webhook system -- [ ] Rate limiting -- [ ] API documentation (OpenAPI/Swagger) +**Goal:** Connect ResolutionFlow to the MSP tools teams already use. -**Integrations:** -- [ ] ConnectWise PSA integration (Phase 4a) - - [ ] Create tickets from sessions - - [ ] Sync ticket numbers - - [ ] Update ticket notes -- [ ] Kaseya integration (Phase 4b) -- [ ] LabTech/Automate integration (Phase 4c) +### 4A: PSA Integration (Priority: HIGH) -**Frontend:** -- [ ] API key management UI -- [ ] Webhook configuration UI -- [ ] Integration status dashboard +| Feature | GitHub Issue | Description | +|---------|-------------|-------------| +| ConnectWise / Autotask Integration | #63 | Create tickets from sessions, sync ticket numbers, update notes, pull client context | -### Month 5: Automation Integration -**Backend:** -- [ ] PowerShell script execution framework -- [ ] Parameter handling and validation -- [ ] Output capture and logging -- [ ] Security sandbox (execution limits) -- [ ] Script library management +This is the highest-priority strategic feature. It turns ResolutionFlow from a standalone tool into part of the MSP workflow. -**Frontend:** -- [ ] Automation toggle at action nodes -- [ ] Script parameter input -- [ ] Execution progress indicator -- [ ] Output display -- [ ] Error handling UI +### 4B: Intelligence Layer (Priority: Strategic) -**Content:** -- [ ] Create automation scripts for common tasks: - - [ ] Restart Citrix services - - [ ] Clear FSLogix cache - - [ ] Test AD replication - - [ ] VPN tunnel diagnostics - - [ ] Network connectivity tests +| Feature | GitHub Issue | Description | +|---------|-------------|-------------| +| Client Intelligence Sidebar | #64 | Per-client context panel — past sessions, known issues, environment details | +| Intelligence Loop / Analytics Engine | #65 | Cross-session pattern analysis, auto-suggest flow improvements, team benchmarking | -### Month 6: Enterprise Features -**Backend:** -- [ ] Tree versioning system -- [ ] Tree approval workflow -- [ ] Advanced RBAC -- [ ] SSO integration (SAML/OAuth) -- [ ] Audit logging -- [ ] White-label configuration +### 4C: Automation +- PowerShell script execution framework with security sandbox +- Script library management +- Automation toggle at action nodes -**Frontend:** -- [ ] Tree version history -- [ ] Approval request UI -- [ ] Advanced permission management -- [ ] White-label theme customization -- [ ] Comprehensive admin panel - -**Infrastructure:** -- [ ] Multi-tenancy support -- [ ] Data isolation -- [ ] Scalability improvements -- [ ] Backup and recovery automation - -### Phase 4 Success Criteria -- [ ] API is functional and documented -- [ ] At least 1 major PSA integration works -- [ ] Automation executes reliably and safely -- [ ] Enterprise features meet basic needs -- [ ] System scales to 50+ concurrent users +### 4D: Enterprise +- SSO integration (SAML/OAuth) +- Advanced RBAC and approval workflows +- White-label configuration --- -## Phase 5: Growth & Enhancement (Months 7-12) +## Phase 5: Collaboration & Advanced AI -### Marketplace Development -- [ ] Community tree sharing -- [ ] Tree rating and review system -- [ ] Tree submission process -- [ ] Revenue sharing model -- [ ] Quality control process +**Goal:** Team-oriented features and deeper AI integration. -### Advanced Analytics -- [ ] Predictive analytics (suggest next steps) -- [ ] Pattern recognition (common failure modes) -- [ ] Resolution time predictions -- [ ] Team benchmarking +### 5A: Team Features -### AI Integration -- [ ] Natural language tree navigation -- [ ] Auto-suggest tree improvements -- [ ] Intelligent documentation generation -- [ ] Anomaly detection +| Feature | GitHub Issue | Description | +|---------|-------------|-------------| +| Team Activity Feed | #71 | Real-time feed of team activity — new sessions, shared flows, completions | +| Push Steps to Active Sessions | #67 | Senior engineers can push guidance to an active session in real-time | -### Mobile Apps -- [ ] React Native app development -- [ ] App store deployment (iOS/Android) -- [ ] Push notifications -- [ ] Offline-first architecture +### 5B: Advanced AI -### Additional Integrations -- [ ] Microsoft 365 integration -- [ ] Slack integration (notifications, commands) -- [ ] Teams integration -- [ ] ServiceNow integration -- [ ] Jira Service Management integration +| Feature | GitHub Issue | Description | +|---------|-------------|-------------| +| AI Copilot — In-Session Intelligence | #69 | Real-time AI suggestions during troubleshooting based on context and history | +| Multi-Tree Sessions | #68 | Navigate across multiple flows in a single session, AI-suggested flow transitions | + +### 5C: Platform Growth +- Public API with key management and webhooks +- Community tree marketplace +- Mobile apps (React Native) +- Slack / Teams integration --- -## Long-Term Vision (Year 2+) +## Long-Term Vision -### Product Evolution -- Self-learning system (trees improve automatically based on usage) -- Voice-guided troubleshooting (hands-free operation) -- AR/VR support (on-site equipment identification) -- AI co-pilot (real-time suggestions during troubleshooting) - -### Market Expansion -- Vertical-specific tree libraries (healthcare IT, financial services, education) -- Certification program for tree authors -- Professional services (custom tree development) -- Training and consultation services - -### Platform Maturity -- 99.9% uptime SLA -- Global CDN deployment +- Self-learning flows (improve automatically based on usage patterns) +- Vertical-specific flow libraries (healthcare IT, financial services, education) - Advanced compliance (SOC 2, ISO 27001) -- Enterprise support tiers -- White-glove onboarding +- Voice-guided troubleshooting --- -## Risk Mitigation +## Open GitHub Issues Summary -### Technical Risks -| Risk | Impact | Likelihood | Mitigation | -|------|--------|------------|------------| -| Database performance issues | High | Medium | Proper indexing, query optimization, monitoring | -| File storage costs | Medium | High | Compression, retention policies, tiered storage | -| Offline sync conflicts | Medium | Medium | Conflict resolution UI, clear sync indicators | -| Automation security | High | Low | Sandboxing, strict validation, audit logging | - -### Product Risks -| Risk | Impact | Likelihood | Mitigation | -|------|--------|------------|------------| -| Users don't adopt tool | High | Medium | Focus on ease of use, quick value demonstration | -| Trees become outdated | Medium | High | Usage analytics, update reminders, version control | -| Tree creation is too complex | High | Medium | Simple editor, templates, guided creation wizard | -| Exports don't fit workflows | High | Low | Customizable templates, user feedback loop | - -### Business Risks -| Risk | Impact | Likelihood | Mitigation | -|------|--------|------------|------------| -| Competition from established tools | Medium | Medium | Focus on MSP-specific features, tight integrations | -| Hosting costs exceed revenue | High | Low | Efficient architecture, pricing that covers costs | -| Security breach | High | Low | Security best practices, regular audits, insurance | -| Key person dependency (Michael) | Medium | High | Documentation, involve team early, open communication | - ---- - -## Success Metrics by Phase - -### Phase 1 (MVP) -- Michael uses tool for 5+ tickets in week 3 -- Export quality rated 8/10 or higher -- Zero critical bugs after week 2 - -### Phase 2 (Team-Ready) -- 3-5 engineers onboarded -- 20+ trees created -- Average 10+ sessions per day - -### Phase 3 (Professional Tool) -- 50+ sessions per week -- Offline mode used successfully -- Export time < 30 seconds -- User satisfaction 8/10+ - -### Phase 4 (MSP Platform) -- At least 1 PSA integration in production -- 5+ automation scripts available -- API used by external developers -- 100+ active users - -### Phase 5 (Growth) -- Marketplace launched with 10+ community trees -- Mobile app released -- AI features in beta -- 500+ active users +| # | Title | Priority | Phase | +|---|-------|----------|-------| +| #63 | PSA Integration (ConnectWise / Autotask) | HIGH | 4A | +| #70 | Quick Actions Dashboard | Medium | 3A | +| #66 | Tree Templates + Import/Export | Medium | 3C | +| #62 | Quick-Start from Clipboard | Medium | 3A | +| #61 | Tree Effectiveness Dashboard | Medium | 3B | +| #60 | Recurring Issue Detection | Medium | 3B | +| #58 | Step Feedback Flag | UX | 3A | +| #64 | Client Intelligence Sidebar | Strategic | 4B | +| #65 | Intelligence Loop / Analytics Engine | Strategic | 4B | +| #71 | Team Activity Feed + Collaboration | Low | 5A | +| #69 | AI Copilot — In-Session Intelligence | Low | 5B | +| #68 | Multi-Tree Sessions | Low | 5B | +| #67 | Push Steps to Active Sessions | Low | 5A | diff --git a/CLAUDE.md b/CLAUDE.md index fc937870..6a29f330 100644 --- a/CLAUDE.md +++ b/CLAUDE.md @@ -345,6 +345,13 @@ navigate(`/trees/${newTree.id}/edit`) - Always create feature branch BEFORE committing: `git checkout -b feat/feature-name` - Large features: commit per phase with `npm run build` validation +### After Completing Work +When a feature, fix, or significant piece of work is finished and merged/committed: +1. **Update `CURRENT-STATE.md`** — move completed items, update "In Progress" and "What's Next" sections +2. **Update `03-DEVELOPMENT-ROADMAP.md`** — check off completed work, update phase status +3. **Close related GitHub Issues** — use `gh issue close #N` for any issues resolved by the work +4. **Update `CLAUDE.md`** if the work introduced new patterns, lessons learned, or changed project structure + --- ## Deployment (Railway) @@ -372,6 +379,8 @@ navigate(`/trees/${newTree.id}/edit`) |------|-------| | API Docs | http://localhost:8000/api/docs | | Detailed Status | [CURRENT-STATE.md](CURRENT-STATE.md) | +| Development Roadmap | [03-DEVELOPMENT-ROADMAP.md](03-DEVELOPMENT-ROADMAP.md) | +| GitHub Issues | `gh issue list --state open` | | Bugs & Fixes | [LESSONS-LEARNED.md](LESSONS-LEARNED.md) | | Feature Specs | [04-FEATURE-SPECIFICATIONS.md](04-FEATURE-SPECIFICATIONS.md) | | Design System | [docs/plans/Frontend/DESIGN_SYSTEM_GUIDE.md](docs/plans/Frontend/DESIGN_SYSTEM_GUIDE.md) |