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>
This commit is contained in:
Michael Chihlas
2026-01-27 22:42:22 -05:00
parent 7d96807fb1
commit cd10ecd42c
51 changed files with 9014 additions and 111 deletions

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### Week 1: Foundation
**Backend:**
- [ ] Project setup (Python FastAPI, project structure)
- [ ] Database schema design and creation (PostgreSQL)
- [ ] User authentication (register, login, JWT tokens)
- [ ] Basic CRUD API for trees
- [ ] Session tracking API
- [x] Project setup (Python FastAPI, project structure)
- [x] Database schema design and creation (PostgreSQL)
- [x] User authentication (register, login, JWT tokens)
- [x] Basic CRUD API for trees
- [x] Session tracking API
**Frontend:**
- [ ] Project setup (React + Vite, Tailwind CSS)
- [ ] Authentication UI (login, register)
- [ ] Basic layout and navigation
- [ ] Tree selection/browsing interface
- [x] Project setup (React + Vite, Tailwind CSS)
- [x] Authentication UI (login, register)
- [x] Basic layout and navigation
- [x] Tree selection/browsing interface
**DevOps:**
- [ ] Docker setup for local development
- [ ] Database migrations (Alembic)
- [ ] Environment configuration
- [x] Docker setup for local development
- [x] Database migrations (Alembic)
- [x] Environment configuration
### Week 2: Core Functionality
**Backend:**
- [ ] Session decision tracking
- [ ] Export API (plain text, markdown, HTML)
- [ ] File upload API (basic)
- [ ] Tree retrieval optimizations
- [x] Session decision tracking
- [x] Export API (plain text, markdown, HTML)
- [ ] File upload API (basic) - *Deferred to Phase 3*
- [x] Tree retrieval optimizations
**Frontend:**
- [ ] Tree navigation interface
- [ ] Display questions/decisions
- [ ] Yes/No buttons
- [ ] Multiple choice options
- [ ] Notes input at each step
- [ ] Back button (undo decision)
- [ ] Progress indicator
- [ ] Session management
- [ ] Start new session
- [ ] Save progress
- [ ] Complete session
- [ ] Export functionality
- [ ] Preview export
- [ ] Copy to clipboard
- [ ] Download as file
- [x] Tree navigation interface
- [x] Display questions/decisions
- [x] Yes/No buttons
- [x] Multiple choice options
- [x] Notes input at each step
- [x] Back button (undo decision)
- [x] Progress indicator (breadcrumb)
- [x] Session management
- [x] Start new session
- [x] Save progress
- [x] Complete session
- [x] Export functionality
- [ ] Preview export - *Not yet implemented*
- [ ] Copy to clipboard - *Not yet implemented*
- [x] Download as file
**Content:**
- [ ] Create 5 starter decision trees:
1. Citrix VDA Not Registering
2. FSLogix Profile Issues
3. Active Directory Replication Failure
4. SonicWall VPN Tunnel Down
5. User Unable to Access File Share
1. [ ] Citrix VDA Not Registering
2. [ ] FSLogix Profile Issues
3. [ ] Active Directory Replication Failure
4. [ ] SonicWall VPN Tunnel Down
5. [x] User Unable to Access File Share (stub)
6. [x] Password Reset/Account Lockout (FULL implementation)
### Week 3: Polish & Testing
**Backend:**
- [ ] Error handling improvements
- [ ] API documentation (automatic via FastAPI)
- [ ] Performance optimization
- [x] Error handling improvements
- [x] API documentation (automatic via FastAPI)
- [x] Performance optimization
**Frontend:**
- [ ] UI/UX refinements
- [ ] Responsive design (desktop focus)
- [ ] Loading states
- [ ] Error handling and user feedback
- [ ] Keyboard shortcuts
- [ ] UI/UX refinements - *In progress*
- [x] Responsive design (desktop focus)
- [x] Loading states
- [x] Error handling and user feedback (ErrorBoundary)
- [ ] Keyboard shortcuts - *Not yet implemented*
**Testing:**
- [ ] Michael tests on 5-10 real tickets
- [ ] Bug fixes based on feedback
- [ ] Documentation updates
- [x] Michael tests on 5-10 real tickets
- [x] Bug fixes based on feedback
- [x] Documentation updates
**Deployment:**
- [ ] Deploy to Railway/Render
@@ -79,13 +80,13 @@
- [ ] SSL/HTTPS setup
### MVP Success Criteria
- [ ] Michael can log in
- [ ] Michael can navigate through a decision tree
- [ ] Michael can add notes at each step
- [ ] Michael can export clean, formatted notes
- [ ] Notes make sense and show work performed
- [ ] System is stable and responsive
- [ ] Michael actually uses it for real tickets
- [x] Michael can log in
- [x] Michael can navigate through a decision tree
- [x] Michael can add notes at each step
- [x] Michael can export clean, formatted notes
- [x] Notes make sense and show work performed
- [x] System is stable and responsive
- [ ] Michael actually uses it for real tickets - *Testing in progress*
---
@@ -157,9 +158,81 @@
---
## Phase 3: Professional Tool (Weeks 7-12)
## Phase 2.5: Personal Branching & Step Library (Weeks 7-8)
**Goal:** Enable personalized troubleshooting workflows without modifying official trees
### Week 7-8: File Attachments
**Dependencies:** Requires Phase 2 completion (Tree Editor, Session History, User Permissions)
### 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
**Frontend:**
- [ ] "+ Add Custom Step" button in tree navigation
- [ ] Custom step creation modal
- [ ] "Type My Own" tab with step form
- [ ] "Browse Library" tab with search/filter
- [ ] Step library browser component
- [ ] Category filter dropdown
- [ ] Tag filter (popular tags as chips)
- [ ] Minimum rating filter
- [ ] Sort options (recent, popular, rating)
- [ ] Step preview/detail modal with ratings
- [ ] Custom step indicator in session view
- [ ] Custom steps in export output
- [ ] Rate/review modal after using a step
### Week 8: Tree Forking & Personal Trees
**Backend:**
- [ ] User trees database schema and migrations
- [ ] Fork tree API endpoint
- [ ] User trees CRUD endpoints
- [ ] Share token generation for link sharing
- [ ] Public tree access (no auth) endpoint
- [ ] Save session as tree endpoint
- [ ] Fork tracking and lineage
**Frontend:**
- [ ] "My Trees" dashboard page
- [ ] Fork button on tree detail view
- [ ] Save session as tree prompt (post-completion)
- [ ] Tree sharing modal
- [ ] Visibility options (private/link/team/public)
- [ ] Share link generation
- [ ] Copy link functionality
- [ ] Fork notification when original updates
- [ ] Basic diff view for tree changes
**Admin Features:**
- [ ] Category management UI (create, rename, archive)
- [ ] Community step approval queue
- [ ] Admin curated steps management
- [ ] 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
- [ ] 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
---
## Phase 3: Professional Tool (Weeks 9-14)
### Week 9-10: File Attachments
**Backend:**
- [ ] S3-compatible storage setup (MinIO/DigitalOcean Spaces)
- [ ] File upload with validation (type, size)
@@ -176,7 +249,7 @@
- [ ] Attachment gallery in session view
- [ ] Download attachments
### Week 9-10: Advanced Features
### Week 11-12: Advanced Features
**Backend:**
- [ ] Offline data sync API
- [ ] Client-specific context storage
@@ -199,7 +272,7 @@
- [ ] Include/exclude attachments
- [ ] Format for specific ticket systems
### Week 11-12: Analytics & Optimization
### Week 13-14: Analytics & Optimization
**Backend:**
- [ ] Tree usage analytics
- [ ] Common paths analysis