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