docs: refresh CURRENT-STATE, ROADMAP, README, DECISIONS for self-serve cutover
Pulls the public docs forward to match the current state of the repo. No behavior changes — every edit is informational. - CURRENT-STATE.md: bump date to 2026-05-07; add entries for PR #159 (Diátaxis User Guides), #160 (sidebar IA + account redesign), #161 (self-serve Phase 1 backend), #162 (Phase 2 frontend cutover), #163 (seed users email-verified), #164 (open: taxonomy + INTERNAL_TESTER_EMAILS allowlist). Refresh "What's In Progress" and "What's Next" to reflect Phase O cutover as the active work. - 03-DEVELOPMENT-ROADMAP.md: add a "Status as of 2026-05-07" preamble at the top so the months-stale historical content underneath is clearly framed as historical record. Replace stale "In Progress" rows (PR #114, ConnectWise Advanced) with current ones (#164 cutover, external Director-of-Onboarding validation calls). Add Phase O cutover checklist as the new near-term priority section. Mark search-and-recall complete (shipped via Voyage AI embeddings). - README.md: replace `docker start patherly_postgres` (legacy container name) with `docker compose -f docker-compose.dev.yml up -d`. Repath project tree from `patherly/` to `resolutionflow/` and add `.ai/` + `scripts/` directories. Replace `UI-DESIGN-SYSTEM.md` (superseded) with `DESIGN-SYSTEM.md` in the documentation table; add `AGENTS.md`, `PROJECT_CONTEXT.md`, `PRODUCT.md`. - DECISIONS.md: append entries for the two architectural decisions made today — plan taxonomy reconciliation (rename team→enterprise, add starter) and the INTERNAL_TESTER_EMAILS allowlist for self-serve soft cutover. - .env.example: add INTERNAL_TESTER_EMAILS line (user edit, paired with the backend allowlist that landed in the prior commit). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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README.md
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README.md
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```bash
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# Prerequisites: Docker, Python 3.12, Node.js 20+
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# Start PostgreSQL
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docker start patherly_postgres
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# Start PostgreSQL (and the rest of the dev stack)
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docker compose -f docker-compose.dev.yml up -d
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# Backend
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cd backend
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@@ -105,16 +105,17 @@ Every session generates timestamped, detailed notes formatted for your PSA. Engi
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## Project Structure
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```
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patherly/
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resolutionflow/
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├── backend/
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│ ├── app/
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│ │ ├── main.py # FastAPI entry point
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│ │ ├── api/endpoints/ # Route handlers (35+ endpoints)
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│ │ ├── api/endpoints/ # Route handlers (50+ endpoints)
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│ │ ├── core/ # Config, database, permissions, security
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│ │ ├── models/ # SQLAlchemy models
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│ │ ├── schemas/ # Pydantic schemas
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│ │ └── services/psa/ # PSA provider abstraction layer
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│ ├── alembic/ # Database migrations
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│ ├── scripts/ # Seed + sync scripts (incl. sync_stripe_plan_ids.py)
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│ └── tests/ # Integration tests (100+)
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├── frontend/
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│ ├── src/
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@@ -122,13 +123,19 @@ patherly/
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│ │ ├── pages/ # Page components
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│ │ ├── store/ # Zustand stores
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│ │ └── types/ # TypeScript interfaces
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├── .ai/ # Dual-agent handoff system (PROJECT_CONTEXT, HANDOFF, etc.)
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├── docs/ # Design docs, plans, ConnectWise reference
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├── brand-assets/ # SVGs, brand guide
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├── CLAUDE.md # AI assistant project context
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├── CLAUDE.md # AI assistant project context (Claude Code)
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├── AGENTS.md # AI assistant project context (Codex; shared protocol with CLAUDE.md)
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├── CURRENT-STATE.md # Detailed feature status
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├── DESIGN-SYSTEM.md # Visual + interaction design system
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├── PRODUCT.md # Design intent and brand personality
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└── CHANGELOG.md # Release history
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```
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> The on-disk repo path is `resolutionflow/`. `patherly` is the legacy internal name — still appears in some Railway service names and the prod DB name. Treat as an alias, not canonical.
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---
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## Running Tests
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@@ -149,10 +156,13 @@ npm run build
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| Document | Purpose |
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|----------|---------|
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| [CLAUDE.md](CLAUDE.md) | Full project context for AI-assisted development |
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| [CLAUDE.md](CLAUDE.md) | Project context for Claude Code |
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| [AGENTS.md](AGENTS.md) | Project context for Codex (shared protocol with CLAUDE.md) |
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| [.ai/PROJECT_CONTEXT.md](.ai/PROJECT_CONTEXT.md) | Stable architectural truth |
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| [CURRENT-STATE.md](CURRENT-STATE.md) | Detailed feature status |
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| [03-DEVELOPMENT-ROADMAP.md](03-DEVELOPMENT-ROADMAP.md) | Development roadmap |
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| [UI-DESIGN-SYSTEM.md](UI-DESIGN-SYSTEM.md) | Design system (Slate & Ice) |
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| [DESIGN-SYSTEM.md](DESIGN-SYSTEM.md) | Visual + interaction design system (charcoal palette + electric blue accent) |
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| [PRODUCT.md](PRODUCT.md) | Design intent, users, brand personality |
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| [DEV-ENV.md](DEV-ENV.md) | Development environment setup |
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| [CHANGELOG.md](CHANGELOG.md) | Release history |
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