feat: add onboarding, branding, and supporting data models, migrations, and schemas

Add onboarding_dismissed and branding columns (logo_data, logo_content_type,
company_display_name) to users and teams models. Create SessionSupportingData
model for attaching text snippets and screenshots to sessions. Add Pydantic
schemas for onboarding status, branding responses, and supporting data CRUD.
Update SessionExport to accept pdf format.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

backend/alembic/versions/21ddb46ddd05_add_onboarding_and_branding_columns.py

@@ -0,0 +1,41 @@
+"""add onboarding and branding columns
+
+Revision ID: 21ddb46ddd05
+Revises: 061
+Create Date: 2026-03-16 23:30:48.910485
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = '21ddb46ddd05'
+down_revision: Union[str, None] = '061'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    # Users: onboarding + branding columns
+    op.add_column('users', sa.Column('onboarding_dismissed', sa.Boolean(), server_default='false', nullable=False))
+    op.add_column('users', sa.Column('logo_data', sa.Text(), nullable=True))
+    op.add_column('users', sa.Column('logo_content_type', sa.String(length=50), nullable=True))
+    op.add_column('users', sa.Column('company_display_name', sa.String(length=255), nullable=True))
+
+    # Teams: branding columns
+    op.add_column('teams', sa.Column('logo_data', sa.Text(), nullable=True))
+    op.add_column('teams', sa.Column('logo_content_type', sa.String(length=50), nullable=True))
+    op.add_column('teams', sa.Column('company_display_name', sa.String(length=255), nullable=True))
+
+
+def downgrade() -> None:
+    op.drop_column('teams', 'company_display_name')
+    op.drop_column('teams', 'logo_content_type')
+    op.drop_column('teams', 'logo_data')
+    op.drop_column('users', 'company_display_name')
+    op.drop_column('users', 'logo_content_type')
+    op.drop_column('users', 'logo_data')
+    op.drop_column('users', 'onboarding_dismissed')

backend/alembic/versions/ee98013dd18c_add_session_supporting_data_table.py

@@ -0,0 +1,41 @@
+"""add session_supporting_data table
+
+Revision ID: ee98013dd18c
+Revises: 21ddb46ddd05
+Create Date: 2026-03-16 23:31:43.483511
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = 'ee98013dd18c'
+down_revision: Union[str, None] = '21ddb46ddd05'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    op.create_table('session_supporting_data',
+        sa.Column('id', sa.UUID(), nullable=False),
+        sa.Column('session_id', sa.UUID(), nullable=False),
+        sa.Column('label', sa.String(length=255), nullable=False),
+        sa.Column('data_type', sa.Enum('text_snippet', 'screenshot', name='supporting_data_type'), nullable=False),
+        sa.Column('content', sa.Text(), nullable=False),
+        sa.Column('content_type', sa.String(length=50), nullable=True),
+        sa.Column('sort_order', sa.Integer(), nullable=False),
+        sa.Column('created_at', sa.DateTime(timezone=True), nullable=False),
+        sa.Column('updated_at', sa.DateTime(timezone=True), nullable=False),
+        sa.ForeignKeyConstraint(['session_id'], ['sessions.id'], ondelete='CASCADE'),
+        sa.PrimaryKeyConstraint('id'),
+    )
+    op.create_index(op.f('ix_session_supporting_data_session_id'), 'session_supporting_data', ['session_id'], unique=False)
+
+
+def downgrade() -> None:
+    op.drop_index(op.f('ix_session_supporting_data_session_id'), table_name='session_supporting_data')
+    op.drop_table('session_supporting_data')
+    op.execute("DROP TYPE IF EXISTS supporting_data_type")

backend/app/models/__init__.py

@@ -39,6 +39,7 @@ from .script_template import ScriptCategory, ScriptTemplate, ScriptGeneration
 from .psa_connection import PsaConnection
 from .psa_post_log import PsaPostLog
 from .psa_member_mapping import PsaMemberMapping
+from .supporting_data import SessionSupportingData
 
 __all__ = [
     "User",
@@ -92,4 +93,5 @@ __all__ = [
     "PsaConnection",
     "PsaPostLog",
     "PsaMemberMapping",
+    "SessionSupportingData",
 ]

backend/app/models/session.py

@@ -82,6 +82,7 @@ class Session(Base):
     assigned_to: Mapped[Optional["User"]] = relationship("User", foreign_keys=[assigned_to_id])
     attachments: Mapped[list["Attachment"]] = relationship("Attachment", back_populates="session")
     shares: Mapped[list["SessionShare"]] = relationship("SessionShare", back_populates="session", cascade="all, delete-orphan")
+    supporting_data = relationship("SessionSupportingData", back_populates="session", cascade="all, delete-orphan", order_by="SessionSupportingData.sort_order")
 
     # PSA ticket link
     psa_ticket_id: Mapped[Optional[str]] = mapped_column(String(100), nullable=True)

backend/app/models/supporting_data.py

@@ -0,0 +1,25 @@
+import uuid
+from datetime import datetime, timezone
+from typing import Optional
+
+from sqlalchemy import DateTime, Enum, ForeignKey, Integer, String, Text
+from sqlalchemy.dialects.postgresql import UUID
+from sqlalchemy.orm import Mapped, mapped_column, relationship
+
+from app.core.database import Base
+
+
+class SessionSupportingData(Base):
+    __tablename__ = "session_supporting_data"
+
+    id: Mapped[uuid.UUID] = mapped_column(UUID(as_uuid=True), primary_key=True, default=uuid.uuid4)
+    session_id: Mapped[uuid.UUID] = mapped_column(UUID(as_uuid=True), ForeignKey("sessions.id", ondelete="CASCADE"), nullable=False, index=True)
+    label: Mapped[str] = mapped_column(String(255), nullable=False)
+    data_type: Mapped[str] = mapped_column(Enum("text_snippet", "screenshot", name="supporting_data_type"), nullable=False)
+    content: Mapped[str] = mapped_column(Text, nullable=False)
+    content_type: Mapped[Optional[str]] = mapped_column(String(50), nullable=True)
+    sort_order: Mapped[int] = mapped_column(Integer, nullable=False, default=0)
+    created_at: Mapped[datetime] = mapped_column(DateTime(timezone=True), default=lambda: datetime.now(timezone.utc), nullable=False)
+    updated_at: Mapped[datetime] = mapped_column(DateTime(timezone=True), default=lambda: datetime.now(timezone.utc), onupdate=lambda: datetime.now(timezone.utc), nullable=False)
+
+    session = relationship("Session", back_populates="supporting_data")

backend/app/models/team.py

@@ -1,7 +1,7 @@
 import uuid
 from datetime import datetime, timezone
-from typing import TYPE_CHECKING
-from sqlalchemy import String, DateTime
+from typing import Optional, TYPE_CHECKING
+from sqlalchemy import String, DateTime, Text
 from sqlalchemy.orm import Mapped, mapped_column, relationship
 from sqlalchemy.dialects.postgresql import UUID
 from app.core.database import Base
@@ -23,6 +23,12 @@ class Team(Base):
         default=uuid.uuid4
     )
     name: Mapped[str] = mapped_column(String(255), nullable=False)
+
+    # Branding
+    logo_data: Mapped[Optional[str]] = mapped_column(Text, nullable=True)
+    logo_content_type: Mapped[Optional[str]] = mapped_column(String(50), nullable=True)
+    company_display_name: Mapped[Optional[str]] = mapped_column(String(255), nullable=True)
+
     created_at: Mapped[datetime] = mapped_column(
         DateTime(timezone=True),
         default=lambda: datetime.now(timezone.utc)

backend/app/models/user.py

@@ -1,7 +1,7 @@
 import uuid
 from datetime import datetime, timezone
 from typing import Optional, TYPE_CHECKING
-from sqlalchemy import String, DateTime, ForeignKey, Boolean, CheckConstraint
+from sqlalchemy import String, DateTime, ForeignKey, Boolean, CheckConstraint, Text
 from sqlalchemy.orm import Mapped, mapped_column, relationship
 from sqlalchemy.dialects.postgresql import UUID
 from app.core.database import Base
@@ -73,6 +73,15 @@ class User(Base):
     job_title: Mapped[Optional[str]] = mapped_column(String(255), nullable=True)
     timezone: Mapped[str] = mapped_column(String(100), nullable=False, default="UTC", server_default="UTC")
     avatar_url: Mapped[Optional[str]] = mapped_column(String(500), nullable=True)
+
+    # Onboarding
+    onboarding_dismissed: Mapped[bool] = mapped_column(Boolean, default=False, nullable=False, server_default="false")
+
+    # Branding (solo pros without a team)
+    logo_data: Mapped[Optional[str]] = mapped_column(Text, nullable=True)
+    logo_content_type: Mapped[Optional[str]] = mapped_column(String(50), nullable=True)
+    company_display_name: Mapped[Optional[str]] = mapped_column(String(255), nullable=True)
+
     email_verified_at: Mapped[Optional[datetime]] = mapped_column(
         DateTime(timezone=True), nullable=True
     )

backend/app/schemas/branding.py

@@ -0,0 +1,14 @@
+from typing import Optional
+from pydantic import BaseModel
+
+
+class BrandingResponse(BaseModel):
+    company_display_name: Optional[str] = None
+    logo_content_type: Optional[str] = None
+    has_logo: bool = False
+
+
+class BrandingLogoResponse(BaseModel):
+    company_display_name: Optional[str] = None
+    logo_data: Optional[str] = None
+    logo_content_type: Optional[str] = None

backend/app/schemas/onboarding.py

@@ -0,0 +1,12 @@
+from pydantic import BaseModel
+
+
+class OnboardingStatus(BaseModel):
+    created_flow: bool
+    ran_session: bool
+    exported_session: bool
+    tried_ai_assistant: bool
+    invited_teammate: bool
+    connected_psa: bool
+    is_team_user: bool
+    dismissed: bool

backend/app/schemas/session.py

@@ -106,7 +106,7 @@ class SessionResponse(BaseModel):
 
 
 class SessionExport(BaseModel):
-    format: str = Field(default="markdown", pattern="^(text|markdown|html|psa)$")
+    format: str = Field(default="markdown", pattern="^(text|markdown|html|psa|pdf)$")
     include_timestamps: bool = True
     include_tree_info: bool = True
     # Phase A

backend/app/schemas/supporting_data.py

@@ -0,0 +1,30 @@
+from datetime import datetime
+from typing import Literal, Optional
+from uuid import UUID
+from pydantic import BaseModel, Field
+
+
+class SupportingDataCreate(BaseModel):
+    label: str = Field(..., min_length=1, max_length=255)
+    data_type: Literal["text_snippet", "screenshot"]
+    content: str = Field(..., min_length=1, max_length=5_000_000)
+    content_type: Optional[str] = Field(None, max_length=50)
+
+
+class SupportingDataUpdate(BaseModel):
+    label: Optional[str] = Field(None, min_length=1, max_length=255)
+    content: Optional[str] = Field(None, min_length=1)
+
+
+class SupportingDataResponse(BaseModel):
+    id: UUID
+    session_id: UUID
+    label: str
+    data_type: str
+    content: str
+    content_type: Optional[str]
+    sort_order: int
+    created_at: datetime
+    updated_at: datetime
+
+    model_config = {"from_attributes": True}