docs: update CLAUDE.md and CURRENT-STATE.md with latest features

Reflects session sharing, procedural editor UX improvements,
type-aware routing, and updated in-progress/next items.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

CLAUDE.md

@@ -1,6 +1,6 @@
 # CLAUDE.md - Patherly / ResolutionFlow Project Context
 
-> **Last Updated:** February 11, 2026
+> **Last Updated:** February 14, 2026
 
 ---
 
@@ -33,16 +33,19 @@ When adding new pages/components: use "ResolutionFlow" branding, monochrome desi
 - **Phase:** Phase 2.5 - Step Library Foundation (In Progress)
 - **Backend:** Complete (25+ API endpoints, 100+ integration tests)
 - **Frontend:** Core features complete, Tree Editor functional
-- **Database:** PostgreSQL with Docker, 29+ migrations
+- **Database:** PostgreSQL with Docker, 30+ migrations
 - **Detailed status:** [CURRENT-STATE.md](CURRENT-STATE.md)
 
 ### What's In Progress
 
-- Custom step continuation flow refinements (Phase 2.5)
-- Tree forking from sessions with custom steps
+- Procedural flows reusability and run lifecycle improvements (Phase 2)
+- Step Library Frontend UI
 
 ### Recently Completed
 
+- Session sharing: ShareSessionModal, SharedSessionPage, MySharesPage, share links with copy/manage
+- Procedural editor UX: section headers as step type, "More Options" collapsible, URL intake field, tag input improvements
+- Type-aware routing: centralized `getTreeNavigatePath` helper, procedural resume support, safety redirects
 - Export improvements (Phases A-C): step cutoff, summary block, detail levels, editable preview, sensitive data redaction
 
 ---
@@ -85,10 +88,10 @@ patherly/
 ├── frontend/
 │   ├── src/
 │   │   ├── api/                    # Axios client + endpoint modules
-│   │   ├── components/             # common, layout, tree-editor, session, library, step-library, ui
+│   │   ├── components/             # common, layout, tree-editor, session, procedural, procedural-editor, library, step-library, ui
 │   │   ├── hooks/                  # usePermissions, useSessionTimer, useKeyboardShortcuts
 │   │   ├── pages/                  # All page components
-│   │   ├── store/                  # Zustand stores (auth, treeEditor, userPreferences)
+│   │   ├── store/                  # Zustand stores (auth, treeEditor, proceduralEditor, userPreferences)
 │   │   └── types/                  # TypeScript interfaces
 │   └── tailwind.config.js
 ├── CLAUDE.md                       # This file
@@ -226,6 +229,10 @@ navigate(`/trees/${newTree.id}/edit`)
 
 **13. Login redirect state format:** `navigate('/login', { state: { from: { pathname: '/path' } } })` — LoginPage expects `state.from.pathname` (object), NOT a plain string.
 
+**14. Type-aware routing for trees/sessions:** Always use `getTreeNavigatePath(treeId, treeType)` from `@/lib/routing` instead of hardcoding `/trees/:id/navigate`. Procedural flows use `/flows/:id/navigate`. Session resume passes `{ state: { sessionId } }`. TreeNavigationPage has a safety redirect for procedural trees.
+
+**15. Session sharing types:** `TreeSnapshot` extends `TreeStructure` but session snapshots from the API include extra fields like `tree_type`. Use `tree_snapshot?.tree_type` to determine flow type from session data.
+
 ---
 
 ## RBAC & Permissions
@@ -257,6 +264,9 @@ navigate(`/trees/${newTree.id}/edit`)
 - **Type organization:** Create in `types/`, export from `types/index.ts`, import with `import type { T } from '@/types'`
 - **Scratchpad overlay:** `position: fixed`, `onOpenChange` callback for parent padding adjustment, `right-2` positioning
 - **Custom step flow:** `CustomStepModal` → `PostStepActionModal` → `ContinuationModal` → custom step view. Key state: `pendingStep`, `pendingContinuationNodeId`, `customBranchMode`, `branchOriginNodeId`. Use `findCustomStep()` not `findNode()` for custom step UUIDs.
+- **Session sharing:** `ShareSessionModal` manages share links, `SharedSessionPage` renders public/account views. Helper utils in `lib/sessionShare.ts`. Share URLs use `/shared/sessions/:token`.
+- **Procedural navigation:** `ProceduralNavigationPage` handles intake forms, step-by-step execution, and resume via `location.state.sessionId`. Uses `StepChecklist`, `StepDetail`, `ProgressBar`, `CompletionSummary` components.
+- **Routing helper:** Use `getTreeNavigatePath()` and `getTreeEditorPath()` from `@/lib/routing` for all tree/session navigation.
 
 ---
 

CURRENT-STATE.md

@@ -2,7 +2,7 @@
 
 > **Purpose:** Quick-reference file showing exactly where the project stands.
 > **For Claude Code:** Read this first to understand what's done and what's next.
-> **Last Updated:** February 11, 2026
+> **Last Updated:** February 14, 2026
 
 ---
 
@@ -14,7 +14,7 @@
 
 ### Backend (100%)
 - FastAPI project structure with 25+ API endpoints
-- PostgreSQL database with Docker, 29+ Alembic migrations
+- PostgreSQL database with Docker, 30+ Alembic migrations
 - User authentication (JWT, register, login, refresh, logout, invite codes)
 - Refresh token rotation with JTI-based revocation
 - Trees CRUD with full-text search (FTS index)
@@ -50,6 +50,9 @@
   - Delete tree button in all view modes
 - **Session Outcomes** — Outcome modal on session completion, step timing tracking
 - **Settings page** at `/settings` — Default export format preference
+- **Session Sharing** — ShareSessionModal, SharedSessionPage (`/shared/sessions/:token`), MySharesPage (`/my-shares`), share link copy/manage from navigation page
+- **Procedural Editor UX** — Section headers as first-class step type, "More Options" collapsible for advanced fields, URL intake field type, improved tag input (comma/semicolon/Tab delimiters)
+- **Type-aware Routing** — Centralized `getTreeNavigatePath` helper, procedural sessions route to `/flows/:id/navigate`, resume support in procedural navigator, safety redirect in troubleshooting navigator
 
 ### Security Hardening (Phases A-D Complete)
 - Registration role hardcoded to `engineer`
@@ -67,12 +70,8 @@
 
 ### Backend Schema Features (Not Yet in Frontend)
 - **Tree Forking** (migration 022) — `parent_tree_id`, `root_tree_id`, `fork_depth`, `fork_reason`
-- **Session Sharing** (migration 023) — `session_shares`, `session_share_views`, `allow_public_shares`
 - **Tree Sharing** (migration 024) — tree share links
-- **Tree Status** (migration 025) — status field on trees
-- **Admin Panel Tables** (migration 026) — plan limits, feature flags
-- **Session Variables** (migration 028) — variable tracking in sessions
-- **Session Outcomes** (migration 029) — outcome tracking
+- **Enhanced Invite Codes** (migration 030) — email, assigned_plan, trial_duration_days
 
 ### Documentation
 - CLAUDE.md (project context for Claude Code)
@@ -88,9 +87,8 @@
 | Task | Status | Notes |
 |------|--------|-------|
 | Step Library Frontend | In Progress | Backend complete, frontend UI pending |
-| Custom Step Flow | In Progress | Integration with tree navigation |
+| Procedural Flows Lifecycle | In Progress | Resume support done, full run chooser/reuse pending |
 | Tree Forking UI | Planning | Backend schema complete (migration 022) |
-| Session Sharing UI | Planning | Backend schema complete (migration 023) |
 
 ---
 
@@ -98,9 +96,8 @@
 
 ### Immediate (Phase 2.5 Completion)
 1. Step Library Frontend UI (browse, search, rate/review)
-2. Custom Step Integration in tree navigation
+2. Procedural Flows run lifecycle (RunChooserModal, intake reuse/prefill)
 3. Tree Forking UI and workflow
-4. Session/Tree Sharing UI
 
 ### Soon (Phase 3)
 - File attachments for sessions