docs: update CLAUDE.md with lessons 78-82 and current state
- Update phase to Go-to-Market Validation (Pre-PMF) - Update in-progress and recently completed sections - Lesson 78: Landing page subtitle branding - Lesson 79: Custom modal mobile-responsive pattern - Lesson 80: TopBar search collapses to icon on mobile - Lesson 81: No transition: all in CSS - Lesson 82: Bun PATH setup on devserver01 Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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CLAUDE.md
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CLAUDE.md
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# CLAUDE.md - Patherly / ResolutionFlow Project Context
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> **Last Updated:** March 16, 2026
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> **Last Updated:** March 21, 2026
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---
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## Current State
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- **Phase:** Phase 3 - PSA Integration (In Progress)
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- **Phase:** Go-to-Market Validation (Pre-PMF)
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- **Backend:** Complete (35+ API endpoints, 100+ integration tests)
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- **Frontend:** Core features complete, Tree Editor functional
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- **Database:** PostgreSQL with Docker, 75 migrations
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### What's In Progress
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- ConnectWise PSA Integration (ticket linking, note posting, member mapping, status updates)
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- Knowledge Flywheel (Phase 3): AI analysis of FlowPilot sessions → flow proposals, review queue, analytics dashboard
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- Go-to-market validation: shadow MSP engineers, get product in front of real users
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- Landing page polish: mobile responsiveness, design audit fixes
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- Remaining open issues: #66 Templates + Import/Export, #60 Recurring Issue Detection, #58 Step Feedback Flag
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### Recently Completed
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- Landing page design audit: hamburger menu, Privacy/Terms pages, branding alignment, mobile responsive modals, section spacing
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- Root directory cleanup: archived 9 completed docs, tracked marketing assets
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- GitHub issues triage: closed 10 stale issues (6 completed, 4 deferred)
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- FlowPilot Phase 2: PSA integration, escalation handoff, session pause/resume, mid-session ticket linking
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- Step Library Foundation
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- AI chat session conclusion: outcome tracking, AI-generated ticket summaries, resume flow
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**77. Prefer manual Alembic migrations for targeted changes:** `alembic revision --autogenerate` picks up drift from all tables. For single-column fixes, use `alembic revision -m "desc"` and write `op.alter_column()` manually.
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**78. Landing page subtitle is "AI-Powered Troubleshooting for MSPs":** Not "Decision Tree Platform". This tagline appears on login, register, and the HTML `<title>`. The old "Decision Tree Platform" was internal jargon misaligned with user-facing branding.
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**79. Custom modals must be mobile-responsive:** Use `items-end sm:items-center` (bottom-sheet on mobile, centered on desktop) and `max-w-full sm:max-w-lg` (full-width on mobile). The shared `Modal.tsx` does this correctly — custom modal implementations must follow the same pattern. See `PrepareSessionModal.tsx` for the fix pattern.
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**80. TopBar search collapses to icon on mobile:** Full search bar (`hidden sm:block`) shows on desktop; magnifying glass icon button (`sm:hidden`) shows on mobile (<640px). Both open the same CommandPalette. Don't add `w-full` search bar without the mobile icon fallback.
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**81. Never use `transition: all` in landing.css:** Specify exact properties: `transition: background 0.3s, border-color 0.3s, box-shadow 0.3s, transform 0.3s, opacity 0.3s`. `transition: all` animates layout properties and causes jank.
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**82. `bun` requires PATH setup on devserver01:** `export BUN_INSTALL="$HOME/.bun" && export PATH="$BUN_INSTALL/bin:$PATH"`. The gstack browse binary and Playwright need this. Chromium system deps: `libatk1.0-0 libatk-bridge2.0-0 libcups2 libxkbcommon0 libatspi2.0-0 libxcomposite1 libxdamage1 libxfixes3 libxrandr2 libgbm1 libasound2`.
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---
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## RBAC & Permissions
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