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and what's next sections - Add lessons 88-91 (charcoal palette, QuickLaunch removal, copilot-first, amber button) - Fix outdated references (Slate & Ice → Charcoal, Step Library → Solutions Library) Co-Authored-By: Claude Opus 4.6 (1M context) 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>
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> **Purpose:** Quick-reference file showing exactly where the project stands.
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> **For Claude Code:** Read this first to understand what's done and what's next.
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> **Last Updated:** March 19, 2026
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> **Last Updated:** March 23, 2026
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---
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## Active Phase: Search & Evidence Features (Complete)
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## Active Phase: Go-to-Market Validation (Pre-PMF)
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---
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### Frontend Core
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- React 19 + Vite + TypeScript + Tailwind CSS v4 (`@tailwindcss/vite`)
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- **Slate & Ice Design System** — Dark glassmorphism, ice-cyan gradient accents, glass-card system
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- **Brand fonts:** Bricolage Grotesque (headings), IBM Plex Sans (body), JetBrains Mono (labels)
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- **Charcoal Design System** — Flat, high-contrast dark theme (Sentry/PostHog-inspired), charcoal palette with sidebar-darkest approach
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- **Brand fonts:** Bricolage Grotesque (headings), IBM Plex Sans (body), JetBrains Mono (code)
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- Authentication UI (login, register, email verification)
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- Tree library/browsing page with grid/list/table views
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- Tree navigation interface (session player)
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- SQL wildcard escaping in tag search
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- PSA credentials encrypted at rest (Fernet)
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### Maintenance Flows
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### Copilot-First Dashboard (March 2026)
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- Redesigned dashboard as FlowPilot copilot launchpad (ChatGPT-style input)
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- Chat-style input with paste images, drag-drop files, attach button, paste logs
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- Suggestion chips for common troubleshooting scenarios
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- Simplified sidebar: icon rail with Home, History, Flows, Scripts, Data sections
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- Amber "New Session" button in sidebar
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- Unified Command Palette (Cmd+K) — merged QuickLaunch into omnibar
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- "Solutions Library" rename (from "Step Library") site-wide
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- Maintenance flows hidden from UI for pilot (backend still supports them)
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- Landing page copy rewrite: "Resolve tickets faster. Notes write themselves."
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- Spring bounce hover animation on dashboard cards
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- Charcoal color palette: sidebar `#10121a`, page `#1a1c23`, cards `#22252e`
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### Maintenance Flows (Hidden from UI)
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- Batch session launch, saved target lists
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- APScheduler scheduling with croniter + pytz
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- Backend fully functional; removed from sidebar, create dropdown, and filter tabs for GTM pilot
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### Survey System
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- Public survey page, admin invite tracking
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## What's In Progress
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No active slices — Phase 5 complete.
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- **GTM Validation:** Shadow & Ship — founder uses product for 2 weeks, then hands logins to 5 colleagues
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- **Solutions Library spec:** Written at `docs/plans/2026-03-23-solutions-library-design.md`, implementation deferred to post-pilot
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---
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## What's Next (Priority Order)
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### Soon (Phase 6+)
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### Pilot Phase (Weeks 1-2)
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- Founder dogfooding: use ResolutionFlow for real MSP tickets daily
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- Collect feedback on copilot-first experience
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- Fix issues discovered during real usage
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### Post-Pilot (Weeks 3-4)
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- Solutions Library implementation (saved resolutions + RAG + dedup + confidence scoring)
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- Landing page design polish based on pilot feedback
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- Dedicated Insights dashboard (strategic metrics for team leads)
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### Later (Phase 6+)
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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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- Dedicated Insights dashboard (strategic metrics for team leads, separate from operational analytics)
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- PowerShell automation framework
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### Later
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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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