docs: update CLAUDE.md and CURRENT-STATE.md for copilot-first redesign

- Update phase to GTM Validation, reflect copilot-first dashboard
- Add charcoal palette, sidebar restructure, Solutions Library rename
- Update recently completed, in progress, and what's next sections
- Add lessons 88-91 (charcoal palette, QuickLaunch removal, copilot-first, amber button)
- Fix outdated references (Slate & Ice → Charcoal, Step Library → Solutions Library)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
2026-03-23 05:21:41 +00:00
parent 8ca36316c4
commit a40c9b561e
2 changed files with 59 additions and 28 deletions

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@@ -2,11 +2,11 @@
> **Purpose:** Quick-reference file showing exactly where the project stands.
> **For Claude Code:** Read this first to understand what's done and what's next.
> **Last Updated:** March 19, 2026
> **Last Updated:** March 23, 2026
---
## Active Phase: Search & Evidence Features (Complete)
## Active Phase: Go-to-Market Validation (Pre-PMF)
---
@@ -29,8 +29,8 @@
### Frontend Core
- React 19 + Vite + TypeScript + Tailwind CSS v4 (`@tailwindcss/vite`)
- **Slate & Ice Design System** — Dark glassmorphism, ice-cyan gradient accents, glass-card system
- **Brand fonts:** Bricolage Grotesque (headings), IBM Plex Sans (body), JetBrains Mono (labels)
- **Charcoal Design System** — Flat, high-contrast dark theme (Sentry/PostHog-inspired), charcoal palette with sidebar-darkest approach
- **Brand fonts:** Bricolage Grotesque (headings), IBM Plex Sans (body), JetBrains Mono (code)
- Authentication UI (login, register, email verification)
- Tree library/browsing page with grid/list/table views
- Tree navigation interface (session player)
@@ -163,9 +163,25 @@
- SQL wildcard escaping in tag search
- PSA credentials encrypted at rest (Fernet)
### Maintenance Flows
### Copilot-First Dashboard (March 2026)
- Redesigned dashboard as FlowPilot copilot launchpad (ChatGPT-style input)
- Chat-style input with paste images, drag-drop files, attach button, paste logs
- Suggestion chips for common troubleshooting scenarios
- Simplified sidebar: icon rail with Home, History, Flows, Scripts, Data sections
- Amber "New Session" button in sidebar
- Unified Command Palette (Cmd+K) — merged QuickLaunch into omnibar
- "Solutions Library" rename (from "Step Library") site-wide
- Maintenance flows hidden from UI for pilot (backend still supports them)
- Landing page copy rewrite: "Resolve tickets faster. Notes write themselves."
- Spring bounce hover animation on dashboard cards
- Charcoal color palette: sidebar `#10121a`, page `#1a1c23`, cards `#22252e`
### Maintenance Flows (Hidden from UI)
- Batch session launch, saved target lists
- APScheduler scheduling with croniter + pytz
- Backend fully functional; removed from sidebar, create dropdown, and filter tabs for GTM pilot
### Survey System
- Public survey page, admin invite tracking
@@ -184,22 +200,31 @@
## What's In Progress
No active slices — Phase 5 complete.
- **GTM Validation:** Shadow & Ship — founder uses product for 2 weeks, then hands logins to 5 colleagues
- **Solutions Library spec:** Written at `docs/plans/2026-03-23-solutions-library-design.md`, implementation deferred to post-pilot
---
## What's Next (Priority Order)
### Soon (Phase 6+)
### Pilot Phase (Weeks 1-2)
- Founder dogfooding: use ResolutionFlow for real MSP tickets daily
- Collect feedback on copilot-first experience
- Fix issues discovered during real usage
### Post-Pilot (Weeks 3-4)
- Solutions Library implementation (saved resolutions + RAG + dedup + confidence scoring)
- Landing page design polish based on pilot feedback
- Dedicated Insights dashboard (strategic metrics for team leads)
### Later (Phase 6+)
- Full Autotask PSA implementation
- Full Halo PSA implementation
- Full SSO/SAML implementation (SAML + OIDC flows)
- Dedicated Insights dashboard (strategic metrics for team leads, separate from operational analytics)
- PowerShell automation framework
### Later
- White-label deployment
- Marketplace for community flow templates
- Native mobile app (React Native or PWA)