feat: add tree forking, custom step tracking, and session sharing
Implement three foundational schema features from the design doc: - Tree forking with lineage tracking (migration 022): parent_tree_id, root_tree_id, fork_depth columns with self-referential FKs and composite analytics index - Custom step enhancement: CustomStepSchema with source tracking (ad-hoc, step-library, forked-tree) for backward-compatible JSONB - Session sharing (migration 023): session_shares and session_share_views tables with account-scoped visibility, cryptographic tokens, view tracking, and allow_public_shares account policy Includes 21 new integration tests (9 forking, 12 sharing), SaaS consultant-recommended denormalizations, rate limiting on public share access, and test fixture fix for invite code requirement. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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backend/alembic/versions/022_add_tree_forking.py
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73
backend/alembic/versions/022_add_tree_forking.py
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"""add tree forking support with lineage tracking
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Revision ID: 022
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Revises: 021
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Create Date: 2026-02-07
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Adds fork relationship and lineage tracking to trees table:
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- parent_tree_id: Points to immediate parent tree (NULL for root trees)
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- fork_reason: Optional engineer note explaining fork purpose
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- parent_updated_at: Snapshot of parent's updated_at at fork time
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- root_tree_id: Points to original tree at root of fork chain
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- fork_depth: How many forks deep (1 = direct fork, 2 = fork of fork, etc.)
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Fork on parent delete behavior: SET NULL (orphaned forks survive)
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Root tree delete behavior: SET NULL (lineage preserved via fork_depth)
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"""
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from typing import Sequence, Union
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from alembic import op
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import sqlalchemy as sa
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from sqlalchemy.dialects.postgresql import UUID
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# revision identifiers, used by Alembic.
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revision: str = '022'
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down_revision: Union[str, None] = '021'
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branch_labels: Union[str, Sequence[str], None] = None
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depends_on: Union[str, Sequence[str], None] = None
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def upgrade() -> None:
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# Add fork tracking columns
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op.add_column('trees', sa.Column('parent_tree_id', UUID(as_uuid=True), nullable=True))
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op.add_column('trees', sa.Column('fork_reason', sa.String(255), nullable=True))
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op.add_column('trees', sa.Column('parent_updated_at', sa.DateTime(timezone=True), nullable=True))
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# Add fork lineage columns
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op.add_column('trees', sa.Column('root_tree_id', UUID(as_uuid=True), nullable=True))
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op.add_column('trees', sa.Column('fork_depth', sa.Integer, nullable=False, server_default='0'))
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# Add foreign key constraints
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op.create_foreign_key(
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'fk_trees_parent_tree_id',
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'trees', 'trees',
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['parent_tree_id'], ['id'],
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ondelete='SET NULL'
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)
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op.create_foreign_key(
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'fk_trees_root_tree_id',
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'trees', 'trees',
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['root_tree_id'], ['id'],
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ondelete='SET NULL'
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)
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# Add indexes for fork queries
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op.create_index('ix_trees_parent_tree_id', 'trees', ['parent_tree_id'])
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op.create_index('ix_trees_root_tree_id', 'trees', ['root_tree_id'])
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# Composite index for fork analytics (descendants + depth sorting)
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op.create_index('ix_trees_fork_analytics', 'trees', ['root_tree_id', 'fork_depth'])
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def downgrade() -> None:
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op.drop_index('ix_trees_fork_analytics', table_name='trees')
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op.drop_index('ix_trees_root_tree_id', table_name='trees')
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op.drop_index('ix_trees_parent_tree_id', table_name='trees')
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op.drop_constraint('fk_trees_root_tree_id', 'trees', type_='foreignkey')
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op.drop_constraint('fk_trees_parent_tree_id', 'trees', type_='foreignkey')
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op.drop_column('trees', 'fork_depth')
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op.drop_column('trees', 'root_tree_id')
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op.drop_column('trees', 'parent_updated_at')
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op.drop_column('trees', 'fork_reason')
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op.drop_column('trees', 'parent_tree_id')
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