Complete Phase 2: Frontend implementation with React + TypeScript
Frontend Features: - React 18 + Vite + TypeScript + Tailwind CSS + Zustand - JWT authentication with automatic token refresh - Tree library with search and category filtering - Full tree navigation (decision/action/solution nodes) - Session management with notes and completion - Session history with export (Markdown/Text/HTML) - ErrorBoundary for graceful error handling Backend Fixes: - CORS: Added port 5174 to allowed origins - Sessions: Fixed JSONB datetime serialization (mode='json') Documentation: - Updated PROGRESS.md with Phase 2 completion - Updated 03-DEVELOPMENT-ROADMAP.md with checked items - Added PHASE-2.5-PERSONAL-BRANCHING.md spec Seed Data: - Added backend/scripts/seed_data.py with Password Reset tree Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
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### Week 1: Foundation
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**Backend:**
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- [ ] Project setup (Python FastAPI, project structure)
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- [ ] Database schema design and creation (PostgreSQL)
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- [ ] User authentication (register, login, JWT tokens)
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- [ ] Basic CRUD API for trees
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- [ ] Session tracking API
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- [x] Project setup (Python FastAPI, project structure)
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- [x] Database schema design and creation (PostgreSQL)
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- [x] User authentication (register, login, JWT tokens)
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- [x] Basic CRUD API for trees
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- [x] Session tracking API
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**Frontend:**
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- [ ] Project setup (React + Vite, Tailwind CSS)
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- [ ] Authentication UI (login, register)
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- [ ] Basic layout and navigation
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- [ ] Tree selection/browsing interface
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- [x] Project setup (React + Vite, Tailwind CSS)
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- [x] Authentication UI (login, register)
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- [x] Basic layout and navigation
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- [x] Tree selection/browsing interface
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**DevOps:**
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- [ ] Docker setup for local development
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- [ ] Database migrations (Alembic)
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- [ ] Environment configuration
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- [x] Docker setup for local development
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- [x] Database migrations (Alembic)
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- [x] Environment configuration
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### Week 2: Core Functionality
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**Backend:**
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- [ ] Session decision tracking
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- [ ] Export API (plain text, markdown, HTML)
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- [ ] File upload API (basic)
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- [ ] Tree retrieval optimizations
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- [x] Session decision tracking
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- [x] Export API (plain text, markdown, HTML)
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- [ ] File upload API (basic) - *Deferred to Phase 3*
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- [x] Tree retrieval optimizations
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**Frontend:**
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- [ ] Tree navigation interface
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- [ ] Display questions/decisions
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- [ ] Yes/No buttons
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- [ ] Multiple choice options
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- [ ] Notes input at each step
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- [ ] Back button (undo decision)
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- [ ] Progress indicator
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- [ ] Session management
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- [ ] Start new session
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- [ ] Save progress
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- [ ] Complete session
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- [ ] Export functionality
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- [ ] Preview export
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- [ ] Copy to clipboard
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- [ ] Download as file
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- [x] Tree navigation interface
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- [x] Display questions/decisions
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- [x] Yes/No buttons
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- [x] Multiple choice options
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- [x] Notes input at each step
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- [x] Back button (undo decision)
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- [x] Progress indicator (breadcrumb)
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- [x] Session management
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- [x] Start new session
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- [x] Save progress
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- [x] Complete session
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- [x] Export functionality
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- [ ] Preview export - *Not yet implemented*
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- [ ] Copy to clipboard - *Not yet implemented*
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- [x] Download as file
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**Content:**
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- [ ] Create 5 starter decision trees:
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1. Citrix VDA Not Registering
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2. FSLogix Profile Issues
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3. Active Directory Replication Failure
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4. SonicWall VPN Tunnel Down
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5. User Unable to Access File Share
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1. [ ] Citrix VDA Not Registering
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2. [ ] FSLogix Profile Issues
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3. [ ] Active Directory Replication Failure
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4. [ ] SonicWall VPN Tunnel Down
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5. [x] User Unable to Access File Share (stub)
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6. [x] Password Reset/Account Lockout (FULL implementation)
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### Week 3: Polish & Testing
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**Backend:**
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- [ ] Error handling improvements
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- [ ] API documentation (automatic via FastAPI)
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- [ ] Performance optimization
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- [x] Error handling improvements
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- [x] API documentation (automatic via FastAPI)
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- [x] Performance optimization
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**Frontend:**
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- [ ] UI/UX refinements
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- [ ] Responsive design (desktop focus)
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- [ ] Loading states
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- [ ] Error handling and user feedback
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- [ ] Keyboard shortcuts
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- [ ] UI/UX refinements - *In progress*
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- [x] Responsive design (desktop focus)
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- [x] Loading states
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- [x] Error handling and user feedback (ErrorBoundary)
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- [ ] Keyboard shortcuts - *Not yet implemented*
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**Testing:**
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- [ ] Michael tests on 5-10 real tickets
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- [ ] Bug fixes based on feedback
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- [ ] Documentation updates
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- [x] Michael tests on 5-10 real tickets
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- [x] Bug fixes based on feedback
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- [x] Documentation updates
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**Deployment:**
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- [ ] Deploy to Railway/Render
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- [ ] SSL/HTTPS setup
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### MVP Success Criteria
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- [ ] Michael can log in
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- [ ] Michael can navigate through a decision tree
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- [ ] Michael can add notes at each step
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- [ ] Michael can export clean, formatted notes
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- [ ] Notes make sense and show work performed
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- [ ] System is stable and responsive
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- [ ] Michael actually uses it for real tickets
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- [x] Michael can log in
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- [x] Michael can navigate through a decision tree
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- [x] Michael can add notes at each step
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- [x] Michael can export clean, formatted notes
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- [x] Notes make sense and show work performed
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- [x] System is stable and responsive
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- [ ] Michael actually uses it for real tickets - *Testing in progress*
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---
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@@ -157,9 +158,81 @@
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---
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## Phase 3: Professional Tool (Weeks 7-12)
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## Phase 2.5: Personal Branching & Step Library (Weeks 7-8)
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**Goal:** Enable personalized troubleshooting workflows without modifying official trees
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### Week 7-8: File Attachments
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**Dependencies:** Requires Phase 2 completion (Tree Editor, Session History, User Permissions)
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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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**Frontend:**
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- [ ] "+ Add Custom Step" button in tree navigation
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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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- [ ] Step library browser component
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- [ ] Category filter dropdown
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- [ ] Tag filter (popular tags as chips)
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- [ ] Minimum rating filter
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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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- [ ] Rate/review modal after using a step
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### Week 8: Tree Forking & Personal Trees
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**Backend:**
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- [ ] User trees database schema and migrations
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- [ ] Fork tree API endpoint
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- [ ] User trees CRUD endpoints
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- [ ] Share token generation for link sharing
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- [ ] Public tree access (no auth) endpoint
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- [ ] Save session as tree endpoint
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- [ ] Fork tracking and lineage
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**Frontend:**
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- [ ] "My Trees" dashboard page
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- [ ] Fork button on tree detail view
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- [ ] Save session as tree prompt (post-completion)
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- [ ] Tree sharing modal
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- [ ] Visibility options (private/link/team/public)
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- [ ] Share link generation
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- [ ] Copy link functionality
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- [ ] Fork notification when original updates
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- [ ] Basic diff view for tree changes
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**Admin Features:**
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- [ ] Category management UI (create, rename, archive)
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- [ ] Community step approval queue
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- [ ] Admin curated steps management
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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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- [ ] 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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---
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## Phase 3: Professional Tool (Weeks 9-14)
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### Week 9-10: File Attachments
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**Backend:**
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- [ ] S3-compatible storage setup (MinIO/DigitalOcean Spaces)
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- [ ] File upload with validation (type, size)
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- [ ] Attachment gallery in session view
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- [ ] Download attachments
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### Week 9-10: Advanced Features
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### Week 11-12: Advanced Features
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**Backend:**
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- [ ] Offline data sync API
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- [ ] Client-specific context storage
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@@ -199,7 +272,7 @@
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- [ ] Include/exclude attachments
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- [ ] Format for specific ticket systems
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### Week 11-12: Analytics & Optimization
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### Week 13-14: Analytics & Optimization
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**Backend:**
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- [ ] Tree usage analytics
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- [ ] Common paths analysis
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