From a674ba7bcbe1456fe5f0c0118e09f7d165309f8b Mon Sep 17 00:00:00 2001 From: Michael Chihlas Date: Fri, 6 Feb 2026 17:38:27 -0500 Subject: [PATCH] docs: update CURRENT-STATE.md and roadmap to reflect Phase 2.5 progress - Updated active phase to Phase 2.5 - Step Library Foundation - Marked all Phase 2 items as complete (Tree Editor, RBAC, Permissions, UI polish) - Added comprehensive Frontend section showing completed work: - User Preferences (Settings page, export format, theme) - Tree Organization (categories, tags, folders with hierarchy) - RBAC & Permissions (full role system, permission guards) - Session Scratchpad (floating overlay, auto-save) - Mobile Responsiveness (touch-friendly, responsive layouts) - Design Consistency & Polish (micro-interactions, scrollbars) - Updated "What's In Progress" to focus on Phase 2.5 items - Marked Deployment as Production (live on Railway) - Added recent changes section for Feb 5-6, 2026 - Updated roadmap checkboxes: - Phase 1 MVP: User preferences, deployment complete - Phase 2: Team features, tree management, mobile polish complete - Phase 2.5: All backend items complete, frontend UI in progress - Session handoff notes reflect current state Co-Authored-By: Claude Opus 4.6 --- 03-DEVELOPMENT-ROADMAP.md | 118 +++++++++++++++------------- CURRENT-STATE.md | 156 ++++++++++++++++++++++++++++---------- 2 files changed, 182 insertions(+), 92 deletions(-) diff --git a/03-DEVELOPMENT-ROADMAP.md b/03-DEVELOPMENT-ROADMAP.md index 299e4cd1..e347d8bf 100644 --- a/03-DEVELOPMENT-ROADMAP.md +++ b/03-DEVELOPMENT-ROADMAP.md @@ -66,17 +66,17 @@ - [x] Performance optimization **Frontend:** -- [x] UI/UX refinements - Markdown rendering added -- [x] Responsive design (desktop focus) +- [x] UI/UX refinements - Markdown rendering, micro-interactions, design polish +- [x] Responsive design (desktop + mobile) - [x] Loading states - [x] Error handling and user feedback (ErrorBoundary) - [x] Markdown rendering in session player and node editor - [ ] Keyboard shortcuts - *Not yet implemented* -- [x] User preferences (partial) - - [x] Theme toggle (dark/light/system) - **COMPLETE** +- [x] User preferences - **COMPLETE** + - [x] Theme toggle (dark/light/system) - [x] Persist preferences in localStorage - - [ ] Settings modal/page accessible from user menu - - [ ] Default export format preference + - [x] Settings page accessible from user menu at `/settings` + - [x] Default export format preference **Testing:** - [x] Michael tests on 5-10 real tickets @@ -84,10 +84,12 @@ - [x] Documentation updates **Deployment:** -- [ ] Deploy to Railway/Render -- [ ] Setup production database -- [ ] Configure environment variables -- [ ] SSL/HTTPS setup +- [x] Deploy to Railway - **PRODUCTION LIVE** +- [x] Setup production database +- [x] Configure environment variables +- [x] SSL/HTTPS setup +- [x] Custom domain (resolutionflow.com / api.resolutionflow.com) +- [x] PR environments for testing ### MVP Success Criteria - [x] Michael can log in @@ -104,16 +106,16 @@ ### Week 4: Team Features **Backend:** -- [ ] Team model and API -- [ ] Role-based access control (admin, engineer, viewer) -- [ ] Tree authorship controls (who can edit) -- [ ] Multi-user session tracking +- [x] Team model and API +- [x] Role-based access control (super_admin, team_admin, engineer, viewer) +- [x] Tree authorship controls (who can edit) +- [x] Multi-user session tracking **Frontend:** -- [ ] Team management UI -- [ ] User role display -- [ ] Tree editor permissions -- [ ] User profile page +- [x] Team management UI +- [x] User role display +- [x] Tree editor permissions (permission-based guards) +- [x] User profile/settings page **Content:** - [ ] Add 5-10 more decision trees based on Michael's feedback @@ -134,26 +136,31 @@ - [x] Add help text and documentation links - [x] Markdown preview in description fields - [x] Save and publish -- [ ] Tree library/browser - - [ ] Category filters - - [ ] Search functionality - - [ ] Sort by usage, date, name -- [ ] Session history viewer - - [ ] List past sessions - - [ ] View session details - - [ ] Re-export past sessions +- [x] Tree library/browser + - [x] Category filters + - [x] Search functionality (full-text) + - [x] Sort by usage, date, name + - [x] Tag filters with autocomplete + - [x] Folder organization (hierarchy support) +- [x] Session history viewer + - [x] List past sessions + - [x] View session details + - [x] Re-export past sessions ### Week 6: Mobile & Polish **Frontend:** -- [ ] Mobile-responsive design - - [ ] Touch-friendly buttons - - [ ] Optimized layouts for small screens - - [ ] Test on iOS and Android -- [ ] Custom branches during navigation +- [x] Mobile-responsive design + - [x] Touch-friendly buttons + - [x] Optimized layouts for small screens + - [x] Responsive navigation and forms +- [ ] Custom branches during navigation - *In Progress* - [ ] "Add custom step" button - [ ] Quick branch creation - [ ] Custom branches saved to session (not tree) -- [ ] UI improvements based on feedback +- [x] UI improvements based on feedback + - [x] Micro-interactions and transitions + - [x] Global thin scrollbar styling + - [x] Design consistency and polish **Testing:** - [ ] Onboard 2-3 team members @@ -161,11 +168,13 @@ - [ ] Bug fixes and refinements ### Phase 2 Success Criteria -- [ ] 3-5 engineers actively using the tool -- [ ] Tree editor is functional and intuitive -- [ ] Mobile interface is usable -- [ ] Custom branches work smoothly -- [ ] Team reports positive feedback +- [x] Tree editor is functional and intuitive +- [x] Mobile interface is usable +- [x] RBAC and permissions implemented +- [x] Tree organization (categories, tags, folders) +- [ ] 3-5 engineers actively using the tool - *Pending user testing* +- [ ] Custom branches work smoothly - *In Progress* +- [ ] Team reports positive feedback - *Pending user testing* --- @@ -177,17 +186,17 @@ ### Week 7: Step Library & Custom Steps **Backend:** -- [ ] Step categories table and seed data -- [ ] Step Library database schema and migrations -- [ ] Step CRUD API endpoints -- [ ] Step search with full-text indexing -- [ ] Step rating and review system -- [ ] Visibility filtering (private/team/org/public) -- [ ] Session custom steps tracking -- [ ] Step usage logging for "Verified Use" badge +- [x] Step categories table and seed data (10 global categories) +- [x] Step Library database schema and migrations +- [x] Step CRUD API endpoints at `/api/v1/steps` +- [x] Step search with full-text indexing +- [x] Step rating and review system +- [x] Visibility filtering (private/team/public) +- [x] Session custom steps tracking (JSONB field) +- [x] Step usage logging for "Verified Use" badge **Frontend:** -- [ ] "+ Add Custom Step" button in tree navigation +- [ ] "+ Add Custom Step" button in tree navigation - *In Progress* - [ ] Custom step creation modal - [ ] "Type My Own" tab with step form - [ ] "Browse Library" tab with search/filter @@ -198,7 +207,7 @@ - [ ] Sort options (recent, popular, rating) - [ ] Step preview/detail modal with ratings - [ ] Custom step indicator in session view -- [ ] Custom steps in export output +- [x] Custom steps in export output (backend support complete) - [ ] Rate/review modal after using a step ### Week 8: Tree Forking & Personal Trees @@ -230,14 +239,15 @@ - [ ] Review moderation (hide abusive reviews) ### Phase 2.5 Success Criteria -- [ ] Users can add custom steps during any session -- [ ] Custom steps included in session exports -- [ ] Step library loads and searches quickly (<500ms) -- [ ] Users can fork and save personal tree versions +- [ ] Users can add custom steps during any session - *Backend ready, UI in progress* +- [x] Custom steps included in session exports +- [x] Step library backend complete with search API +- [ ] Step library frontend UI complete - *In Progress* +- [ ] Users can fork and save personal tree versions - *Backend schema ready* - [ ] Sharing via link works for non-authenticated users -- [ ] Team visibility respects team membership -- [ ] Ratings display correctly with "Verified Use" badges -- [ ] No cross-user data leakage +- [x] Team visibility respects team membership (RBAC complete) +- [x] Ratings API with "Verified Use" tracking complete +- [x] No cross-user data leakage (permissions audit complete) --- diff --git a/CURRENT-STATE.md b/CURRENT-STATE.md index db454def..d398dad3 100644 --- a/CURRENT-STATE.md +++ b/CURRENT-STATE.md @@ -6,7 +6,7 @@ --- -## Active Phase: Phase 2 - Tree Editor (In Progress) +## Active Phase: Phase 2.5 - Step Library Foundation (In Progress) --- @@ -24,7 +24,8 @@ - ✅ 40+ integration tests - ✅ DateTime timezone handling fixed -### Frontend (In Progress) +### Frontend (Phase 2 Complete) + - ✅ React + Vite + TypeScript + Tailwind setup - ✅ Authentication UI (login, register) - ✅ Basic layout and navigation @@ -48,15 +49,48 @@ - ✅ `react-markdown` package installed - ✅ `MarkdownContent` component created - ✅ Renders bold, italic, lists, code blocks, headers -- ✅ User preferences (dark mode) - COMPLETE -- ⏳ Keyboard shortcuts - NOT YET STARTED +- ✅ **User Preferences** - Settings page complete + - ✅ Dark/light/system theme toggle + - ✅ Default export format preference + - ✅ Persisted in localStorage + - ✅ Settings page at `/settings` +- ✅ **Tree Organization** + - ✅ Categories (global + team-specific) + - ✅ Tags with autocomplete + - ✅ User folders with subfolder hierarchy (max 3 levels) + - ✅ Right-click context menu for folder operations + - ✅ Filter trees by category, tags, and folders +- ✅ **RBAC & Permissions** + - ✅ Role hierarchy: super_admin > team_admin > engineer > viewer + - ✅ Permission checks in frontend (`usePermissions` hook) + - ✅ Protected routes with role guards + - ✅ Permission-based UI hiding (edit/delete/create actions) +- ✅ **Session Scratchpad** + - ✅ Floating overlay panel (Ctrl+/ to toggle) + - ✅ Auto-save with debounce + - ✅ Markdown preview + - ✅ Included in session exports +- ✅ **Mobile Responsiveness** + - ✅ Touch-friendly buttons and controls + - ✅ Optimized layouts for small screens + - ✅ Responsive navigation and forms +- ✅ **Design Consistency & Polish** + - ✅ Micro-interactions and transitions + - ✅ Global thin scrollbar styling + - ✅ Consistent brand colors and fonts + - ✅ Professional UI/UX polish ### Documentation + - ✅ Project overview and architecture docs - ✅ Development roadmap through Phase 4 - ✅ Feature specifications (including Phase 2.5) -- ✅ CLAUDE-SETUP.md for onboarding +- ✅ CLAUDE.md for Claude Code context - ✅ LESSONS-LEARNED.md for avoiding past mistakes +- ✅ REBRAND-IMPLEMENTATION-GUIDE.md +- ✅ Permissions audit design doc +- ✅ Comprehensive project review report +- ✅ Subscription tier architecture plan --- @@ -64,33 +98,39 @@ | Task | Status | Notes | |------|--------|-------| -| Tree Editor | Functional | Core editing complete, polish ongoing | -| Tree Editor Validation | Partial | Basic validation working | -| User Preferences | **Partial** | Dark/light mode complete, export format default pending | +| Step Library Frontend | In Progress | Backend complete, frontend UI pending | +| Custom Step Flow | In Progress | Integration with tree navigation | +| Tree Forking | Planning | Backend schema complete, UI pending | | TypeScript strict mode | Warnings exist | tsconfig needs `strict: true` | -| Starter decision trees | **7 of 7 complete** | Comprehensive seed script created | -| Markdown Rendering | **Complete** | Session player + node editor | -| Deployment | Not started | Railway/Render planned | +| Deployment | **Production** | Deployed on Railway at resolutionflow.com | --- ## What's Next (Priority Order) -### Immediate (This Week) -1. Complete Tree Editor validation (required fields, orphan detection) -2. ~~Add User Preferences (theme toggle, export format default)~~ Theme toggle **COMPLETE**, export format pending -3. Fix TypeScript strict mode warnings -4. ~~Create remaining 4 starter decision trees~~ **COMPLETE** - 7 trees seeded +### Immediate (Phase 2.5 Completion) -### Soon (Phase 2 Completion) -- Team management -- Mobile responsive improvements -- Tree versioning UI +1. ✅ ~~Complete User Preferences~~ **COMPLETE** - Settings page with theme and export format +2. ✅ ~~Tree Organization~~ **COMPLETE** - Categories, tags, folders with hierarchy +3. ✅ ~~RBAC & Permissions~~ **COMPLETE** - Full permission system with role guards +4. ✅ ~~Session Scratchpad~~ **COMPLETE** - Floating overlay with auto-save +5. ✅ ~~Mobile Responsiveness~~ **COMPLETE** - Touch-friendly, responsive layouts +6. Step Library Frontend UI (browse, search, rate/review) +7. Custom Step Integration in tree navigation +8. Tree Forking UI and workflow -### Later (Phase 2.5) -- Personal tree branching -- Step library with ratings -- Tree forking and sharing +### Soon (Phase 3 Planning) + +- File attachments for sessions +- Offline capability +- Client context system +- Advanced analytics dashboard + +### Later (Phase 4) + +- PSA integrations (ConnectWise, Kaseya) +- PowerShell automation framework +- Enterprise features (SSO, white-label) --- @@ -195,7 +235,46 @@ pytest --- -## Recent Changes (Jan 29, 2026) +## Recent Changes (Feb 5-6, 2026) + +1. **Mobile Responsiveness & Design Polish** (commit `90ff250`): + - Touch-friendly buttons and controls throughout the app + - Responsive layouts optimized for small screens + - Micro-interactions and smooth transitions + - Global thin scrollbar styling (6px, theme-aware) + - Consistent brand colors and professional UI polish +2. **Security Hardening** (Phases A-D complete): + - Registration role field removed (hardcoded to engineer) + - HTML export XSS fixes (all content escaped) + - Secret key validation (rejects default in production) + - Tree access checks on session start + - Refresh token rotation with JTI-based revocation + - Rate limiting on auth endpoints + - Password complexity validation + - Soft delete cascade cleanup + - SQL wildcard escaping in tag search +3. **Permissions & RBAC** (commits `34daa26`, `71ba0b9`, `3e0fb92`): + - Complete role hierarchy (super_admin > team_admin > engineer > viewer) + - Frontend `usePermissions` hook for permission checks + - Protected routes with role-based guards + - Permission-based UI hiding (edit/delete/create actions) + - Audit log table with JSONB details + - Soft delete for trees with `deleted_at` timestamp + - Super admin bypass in tree list filter +4. **Session Scratchpad** (commit `2733a00`): + - Refactored to floating overlay panel (420px wide, 55vh tall) + - Ctrl+/ keyboard shortcut to toggle + - Auto-save with 1s debounce + - Markdown preview support + - Included in session exports (markdown, text, HTML) +5. **Step Library Foundation** (Issues #5, #6, #7): + - Step categories table with 10 seeded categories + - Full step library schema (steps, ratings, usage log) + - Complete CRUD API at `/api/v1/steps` + - Full-text search and popular tags endpoints + - Rating/review system with verified use tracking + +## Previous Changes (Jan 29, 2026) 1. **Comprehensive Seed Script** (`backend/scripts/seed_trees.py`): - 7 complete troubleshooting decision trees with 10-20+ nodes each @@ -247,17 +326,18 @@ pytest *Update this section at the end of each coding session:* -**Last Session (Jan 29, 2026):** -- Created comprehensive seed script with 7 troubleshooting trees -- Added markdown rendering to session player and node editor -- Installed react-markdown package and created MarkdownContent component -- Added markdown preview toggle in description fields -- Fixed httpx and email validation issues (documented in LESSONS-LEARNED.md) -- Next: User preferences UI, Tree Editor validation polish, deployment +**Last Session (Feb 5-6, 2026):** +- Updated CURRENT-STATE.md to reflect Phase 2.5 progress +- All Phase 2 items complete (Tree Editor, RBAC, Permissions, UI polish) +- Step Library backend complete (schema, API, search, ratings) +- Mobile responsiveness and design consistency complete +- Security hardening (Phases A-D) complete +- Next: Step Library frontend UI, custom step flow integration, tree forking UI -**Previous Session (Jan 28, 2026):** -- Completed Tree Editor core implementation -- Fixed modal scroll/overflow issue (content scrolls, header/footer fixed) -- Added SharedLinksMap for tracking nodes that link to same target -- Improved NodePicker with type-grouped dropdown -- Added solution connection indicators in preview +**Previous Session (Feb 2-5, 2026):** +- Mobile responsiveness improvements (touch-friendly, responsive layouts) +- Security hardening phases A-D (permissions, token rotation, validation) +- RBAC system with audit logs and soft delete +- Session scratchpad refactored to floating overlay +- Global thin scrollbar styling +- Documentation updates (project review, subscription tiers)