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

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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>
This commit is contained in:
Michael Chihlas
2026-02-14 23:11:28 -05:00
parent 57f429f33b
commit e7d6f992c6
2 changed files with 24 additions and 17 deletions
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19
CURRENT-STATE.md
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@@ -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