diff --git a/CURRENT-STATE.md b/CURRENT-STATE.md index a1d981d4..c4f29d5b 100644 --- a/CURRENT-STATE.md +++ b/CURRENT-STATE.md @@ -6,7 +6,7 @@ --- -## Active Phase: Phase 4 - Enterprise & Growth Features (In Progress) +## Active Phase: Phase 4 - Enterprise & Growth Features (Complete) --- @@ -75,7 +75,18 @@ - APScheduler batch analysis job with `max_instances=1` - Auto-reinforcement for sessions matching existing flows -### Phase 4 Slice 2 — Notification System (Just Completed) +### Phase 4 — Enterprise & Growth Features (All Slices Complete) + +**Slice 1 — Public Templates Gallery:** +- Public API endpoints (no auth): gallery listing, flow/script detail, categories, search +- `is_gallery_featured` and `gallery_sort_order` columns on trees and script_templates +- IP-based rate limiting (30/min), tree structure truncated to 3 levels (signup wall) +- Public `/templates` page with hero, search, category filters, responsive card grid +- Detail modal with tree preview or parameter list + signup CTA +- Admin gallery curation page (feature toggle, sort order) +- 25 backend tests + +**Slice 2 — Notification System:** - NotificationConfig, NotificationLog, Notification models + migration - Multi-channel delivery: in-app, email (Resend), Slack webhooks, Teams webhooks - Notification service with event routing and fire-and-forget delivery @@ -83,8 +94,29 @@ - 9 API endpoints (config CRUD + in-app notification management) - Wired into escalation, proposal approval, and knowledge flywheel events - Frontend: NotificationsPanel (bell icon + dropdown), NotificationSettings UI -- Notifications tab on IntegrationsPage -- Pydantic validation for event keys, cross-tenant protection + +**Slice 3 — Session Export (Polish):** +- 5-format export already existed (markdown, text, HTML, PSA, PDF via WeasyPrint) +- Added "Generated with ResolutionFlow" branding footer to all 5 formats +- Fixed PDF template conditional that was hiding branding +- Added spinner for PDF generation loading state + +**Slice 4 — Mobile/Responsive:** +- Responsive audit pass across 11 FlowPilot and analytics components +- FlowPilotSession: collapsible mobile sidebar, single-column layout on mobile +- Action bars: full-width stacked buttons on mobile, 44px touch targets +- Modals: full-width slide-up pattern on mobile +- ReviewQueuePage: stacked panels on mobile +- Analytics: single-column chart stack on mobile + +**Slice 5 — Enterprise Readiness:** +- Custom branding: logo URL, primary accent color, company name (owner-only) +- CSS variable overrides applied in app shell for accent color +- Branding settings page under Account Settings +- Autotask PSA and Halo PSA stub providers (Coming Soon badges in UI) +- SSO/SAML groundwork: sso_enabled, sso_provider, sso_config columns on Account +- SSO stub service with interface methods +- "Contact us to enable SSO" section in Account Settings ### Security Hardening (Phases A-D Complete) - Registration role hardcoded to `engineer` @@ -121,32 +153,32 @@ ## What's In Progress -| Task | Status | Notes | -|------|--------|-------| -| Phase 4 Slice 1 — Public Templates Gallery | Not Started | SEO/lead-gen surface for flow templates | -| Phase 4 Slice 3 — Session Export | Not Started | PDF (weasyprint), markdown, clipboard copy | -| Phase 4 Slice 4 — Mobile/Responsive | Not Started | Tablet/phone polish for field technicians | -| Phase 4 Slice 5 — Enterprise Readiness | Not Started | Custom branding, PSA stubs, SSO groundwork | +No active slices — Phase 4 complete. --- ## What's Next (Priority Order) -### Immediate (Phase 4 Remaining Slices) -1. Public Templates Gallery (SEO, lead generation) -2. Session Export (PDF, markdown, copy-to-clipboard) -3. Mobile/Responsive polish -4. Enterprise readiness (branding, rate limiting, SSO prep) +### Immediate (Phase 5 — Analytics + Polish) -### Soon (Phase 5) -- Additional PSA integrations (Autotask/Kaseya) +- AI-enhanced analytics dashboard (MTTR trends, resolution rates, knowledge coverage heatmap) +- FlowPilot accuracy metrics (guided vs exploring vs discovery drill-downs) +- Flow quality scoring (success rate, usage frequency, last-used recency) +- Domain-to-flow mapping for coverage analysis +- PSA time entries/hours tracking + +### Soon + +- Full Autotask PSA implementation +- Full Halo PSA implementation +- Full SSO/SAML implementation (SAML + OIDC flows) - PowerShell automation framework -- Advanced analytics and reporting ### Later -- Enterprise SSO (SAML/OIDC) + - White-label deployment - Marketplace for community flow templates +- Native mobile app (React Native or PWA) ---