docs: update CURRENT-STATE.md — Phase 4 complete, all 5 slices done
Public Templates Gallery, Notifications, Session Export polish, Mobile/Responsive pass, and Enterprise Readiness all complete. Updated What's Next to reflect Phase 5 priorities. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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@@ -6,7 +6,7 @@
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---
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## Active Phase: Phase 4 - Enterprise & Growth Features (In Progress)
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## Active Phase: Phase 4 - Enterprise & Growth Features (Complete)
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---
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@@ -75,7 +75,18 @@
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- APScheduler batch analysis job with `max_instances=1`
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- Auto-reinforcement for sessions matching existing flows
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### Phase 4 Slice 2 — Notification System (Just Completed)
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### Phase 4 — Enterprise & Growth Features (All Slices Complete)
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**Slice 1 — Public Templates Gallery:**
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- Public API endpoints (no auth): gallery listing, flow/script detail, categories, search
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- `is_gallery_featured` and `gallery_sort_order` columns on trees and script_templates
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- IP-based rate limiting (30/min), tree structure truncated to 3 levels (signup wall)
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- Public `/templates` page with hero, search, category filters, responsive card grid
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- Detail modal with tree preview or parameter list + signup CTA
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- Admin gallery curation page (feature toggle, sort order)
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- 25 backend tests
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**Slice 2 — Notification System:**
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- NotificationConfig, NotificationLog, Notification models + migration
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- Multi-channel delivery: in-app, email (Resend), Slack webhooks, Teams webhooks
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- Notification service with event routing and fire-and-forget delivery
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@@ -83,8 +94,29 @@
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- 9 API endpoints (config CRUD + in-app notification management)
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- Wired into escalation, proposal approval, and knowledge flywheel events
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- Frontend: NotificationsPanel (bell icon + dropdown), NotificationSettings UI
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- Notifications tab on IntegrationsPage
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- Pydantic validation for event keys, cross-tenant protection
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**Slice 3 — Session Export (Polish):**
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- 5-format export already existed (markdown, text, HTML, PSA, PDF via WeasyPrint)
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- Added "Generated with ResolutionFlow" branding footer to all 5 formats
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- Fixed PDF template conditional that was hiding branding
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- Added spinner for PDF generation loading state
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**Slice 4 — Mobile/Responsive:**
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- Responsive audit pass across 11 FlowPilot and analytics components
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- FlowPilotSession: collapsible mobile sidebar, single-column layout on mobile
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- Action bars: full-width stacked buttons on mobile, 44px touch targets
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- Modals: full-width slide-up pattern on mobile
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- ReviewQueuePage: stacked panels on mobile
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- Analytics: single-column chart stack on mobile
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**Slice 5 — Enterprise Readiness:**
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- Custom branding: logo URL, primary accent color, company name (owner-only)
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- CSS variable overrides applied in app shell for accent color
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- Branding settings page under Account Settings
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- Autotask PSA and Halo PSA stub providers (Coming Soon badges in UI)
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- SSO/SAML groundwork: sso_enabled, sso_provider, sso_config columns on Account
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- SSO stub service with interface methods
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- "Contact us to enable SSO" section in Account Settings
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### Security Hardening (Phases A-D Complete)
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- Registration role hardcoded to `engineer`
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@@ -121,32 +153,32 @@
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## What's In Progress
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| Task | Status | Notes |
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|------|--------|-------|
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| Phase 4 Slice 1 — Public Templates Gallery | Not Started | SEO/lead-gen surface for flow templates |
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| Phase 4 Slice 3 — Session Export | Not Started | PDF (weasyprint), markdown, clipboard copy |
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| Phase 4 Slice 4 — Mobile/Responsive | Not Started | Tablet/phone polish for field technicians |
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| Phase 4 Slice 5 — Enterprise Readiness | Not Started | Custom branding, PSA stubs, SSO groundwork |
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No active slices — Phase 4 complete.
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---
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## What's Next (Priority Order)
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### Immediate (Phase 4 Remaining Slices)
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1. Public Templates Gallery (SEO, lead generation)
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2. Session Export (PDF, markdown, copy-to-clipboard)
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3. Mobile/Responsive polish
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4. Enterprise readiness (branding, rate limiting, SSO prep)
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### Immediate (Phase 5 — Analytics + Polish)
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### Soon (Phase 5)
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- Additional PSA integrations (Autotask/Kaseya)
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- AI-enhanced analytics dashboard (MTTR trends, resolution rates, knowledge coverage heatmap)
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- FlowPilot accuracy metrics (guided vs exploring vs discovery drill-downs)
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- Flow quality scoring (success rate, usage frequency, last-used recency)
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- Domain-to-flow mapping for coverage analysis
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- PSA time entries/hours tracking
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### Soon
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- Full Autotask PSA implementation
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- Full Halo PSA implementation
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- Full SSO/SAML implementation (SAML + OIDC flows)
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- PowerShell automation framework
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- Advanced analytics and reporting
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### Later
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- Enterprise SSO (SAML/OIDC)
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- White-label deployment
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- Marketplace for community flow templates
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- Native mobile app (React Native or PWA)
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---
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