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>
2026-02-06 17:38:27 -05:00
parent 5d464c1287
commit a674ba7bcb
2 changed files with 182 additions and 92 deletions
--- 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)