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 <noreply@anthropic.com>
This commit is contained in:
Michael Chihlas
2026-02-06 17:38:27 -05:00
parent 5d464c1287
commit a674ba7bcb
2 changed files with 182 additions and 92 deletions

View File

@@ -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)
---