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>
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@@ -66,17 +66,17 @@
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- [x] Performance optimization
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**Frontend:**
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- [x] UI/UX refinements - Markdown rendering added
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- [x] Responsive design (desktop focus)
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- [x] UI/UX refinements - Markdown rendering, micro-interactions, design polish
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- [x] Responsive design (desktop + mobile)
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- [x] Loading states
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- [x] Error handling and user feedback (ErrorBoundary)
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- [x] Markdown rendering in session player and node editor
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- [ ] Keyboard shortcuts - *Not yet implemented*
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- [x] User preferences (partial)
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- [x] Theme toggle (dark/light/system) - **COMPLETE**
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- [x] User preferences - **COMPLETE**
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- [x] Theme toggle (dark/light/system)
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- [x] Persist preferences in localStorage
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- [ ] Settings modal/page accessible from user menu
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- [ ] Default export format preference
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- [x] Settings page accessible from user menu at `/settings`
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- [x] Default export format preference
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**Testing:**
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- [x] Michael tests on 5-10 real tickets
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@@ -84,10 +84,12 @@
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- [x] Documentation updates
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**Deployment:**
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- [ ] Deploy to Railway/Render
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- [ ] Setup production database
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- [ ] Configure environment variables
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- [ ] SSL/HTTPS setup
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- [x] Deploy to Railway - **PRODUCTION LIVE**
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- [x] Setup production database
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- [x] Configure environment variables
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- [x] SSL/HTTPS setup
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- [x] Custom domain (resolutionflow.com / api.resolutionflow.com)
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- [x] PR environments for testing
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### MVP Success Criteria
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- [x] Michael can log in
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@@ -104,16 +106,16 @@
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### Week 4: Team Features
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**Backend:**
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- [ ] Team model and API
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- [ ] Role-based access control (admin, engineer, viewer)
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- [ ] Tree authorship controls (who can edit)
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- [ ] Multi-user session tracking
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- [x] Team model and API
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- [x] Role-based access control (super_admin, team_admin, engineer, viewer)
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- [x] Tree authorship controls (who can edit)
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- [x] Multi-user session tracking
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**Frontend:**
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- [ ] Team management UI
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- [ ] User role display
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- [ ] Tree editor permissions
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- [ ] User profile page
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- [x] Team management UI
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- [x] User role display
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- [x] Tree editor permissions (permission-based guards)
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- [x] User profile/settings page
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**Content:**
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- [ ] Add 5-10 more decision trees based on Michael's feedback
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@@ -134,26 +136,31 @@
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- [x] Add help text and documentation links
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- [x] Markdown preview in description fields
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- [x] Save and publish
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- [ ] Tree library/browser
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- [ ] Category filters
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- [ ] Search functionality
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- [ ] Sort by usage, date, name
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- [ ] Session history viewer
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- [ ] List past sessions
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- [ ] View session details
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- [ ] Re-export past sessions
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- [x] Tree library/browser
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- [x] Category filters
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- [x] Search functionality (full-text)
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- [x] Sort by usage, date, name
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- [x] Tag filters with autocomplete
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- [x] Folder organization (hierarchy support)
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- [x] Session history viewer
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- [x] List past sessions
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- [x] View session details
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- [x] Re-export past sessions
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### Week 6: Mobile & Polish
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**Frontend:**
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- [ ] Mobile-responsive design
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- [ ] Touch-friendly buttons
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- [ ] Optimized layouts for small screens
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- [ ] Test on iOS and Android
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- [ ] Custom branches during navigation
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- [x] Mobile-responsive design
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- [x] Touch-friendly buttons
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- [x] Optimized layouts for small screens
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- [x] Responsive navigation and forms
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- [ ] Custom branches during navigation - *In Progress*
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- [ ] "Add custom step" button
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- [ ] Quick branch creation
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- [ ] Custom branches saved to session (not tree)
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- [ ] UI improvements based on feedback
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- [x] UI improvements based on feedback
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- [x] Micro-interactions and transitions
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- [x] Global thin scrollbar styling
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- [x] Design consistency and polish
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**Testing:**
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- [ ] Onboard 2-3 team members
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@@ -161,11 +168,13 @@
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- [ ] Bug fixes and refinements
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### Phase 2 Success Criteria
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- [ ] 3-5 engineers actively using the tool
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- [ ] Tree editor is functional and intuitive
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- [ ] Mobile interface is usable
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- [ ] Custom branches work smoothly
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- [ ] Team reports positive feedback
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- [x] Tree editor is functional and intuitive
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- [x] Mobile interface is usable
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- [x] RBAC and permissions implemented
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- [x] Tree organization (categories, tags, folders)
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- [ ] 3-5 engineers actively using the tool - *Pending user testing*
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- [ ] Custom branches work smoothly - *In Progress*
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- [ ] Team reports positive feedback - *Pending user testing*
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---
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@@ -177,17 +186,17 @@
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### Week 7: Step Library & Custom Steps
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**Backend:**
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- [ ] Step categories table and seed data
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- [ ] Step Library database schema and migrations
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- [ ] Step CRUD API endpoints
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- [ ] Step search with full-text indexing
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- [ ] Step rating and review system
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- [ ] Visibility filtering (private/team/org/public)
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- [ ] Session custom steps tracking
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- [ ] Step usage logging for "Verified Use" badge
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- [x] Step categories table and seed data (10 global categories)
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- [x] Step Library database schema and migrations
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- [x] Step CRUD API endpoints at `/api/v1/steps`
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- [x] Step search with full-text indexing
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- [x] Step rating and review system
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- [x] Visibility filtering (private/team/public)
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- [x] Session custom steps tracking (JSONB field)
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- [x] Step usage logging for "Verified Use" badge
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**Frontend:**
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- [ ] "+ Add Custom Step" button in tree navigation
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- [ ] "+ Add Custom Step" button in tree navigation - *In Progress*
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- [ ] Custom step creation modal
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- [ ] "Type My Own" tab with step form
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- [ ] "Browse Library" tab with search/filter
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@@ -198,7 +207,7 @@
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- [ ] Sort options (recent, popular, rating)
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- [ ] Step preview/detail modal with ratings
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- [ ] Custom step indicator in session view
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- [ ] Custom steps in export output
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- [x] Custom steps in export output (backend support complete)
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- [ ] Rate/review modal after using a step
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### Week 8: Tree Forking & Personal Trees
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@@ -230,14 +239,15 @@
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- [ ] Review moderation (hide abusive reviews)
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### Phase 2.5 Success Criteria
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- [ ] Users can add custom steps during any session
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- [ ] Custom steps included in session exports
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- [ ] Step library loads and searches quickly (<500ms)
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- [ ] Users can fork and save personal tree versions
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- [ ] Users can add custom steps during any session - *Backend ready, UI in progress*
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- [x] Custom steps included in session exports
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- [x] Step library backend complete with search API
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- [ ] Step library frontend UI complete - *In Progress*
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- [ ] Users can fork and save personal tree versions - *Backend schema ready*
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- [ ] Sharing via link works for non-authenticated users
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- [ ] Team visibility respects team membership
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- [ ] Ratings display correctly with "Verified Use" badges
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- [ ] No cross-user data leakage
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- [x] Team visibility respects team membership (RBAC complete)
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- [x] Ratings API with "Verified Use" tracking complete
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- [x] No cross-user data leakage (permissions audit complete)
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---
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