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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@@ -1,9 +1,25 @@
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from datetime import datetime
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from typing import Optional, Any
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from typing import Optional, Any, Literal
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from uuid import UUID
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from pydantic import BaseModel, Field, validator
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class CustomStepSchema(BaseModel):
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"""Enhanced custom step with source tracking.
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Backward compatible: old sessions without new fields load with defaults.
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"""
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type: str # "decision" | "action" | "solution"
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content: str
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notes: Optional[str] = None
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# Source tracking (new fields, optional for backward compatibility)
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source: Literal["ad-hoc", "step-library", "forked-tree"] = "ad-hoc"
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source_step_id: Optional[UUID] = None
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inserted_at: Optional[datetime] = None
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inserted_after_node_id: Optional[str] = None
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class DecisionRecord(BaseModel):
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node_id: str
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question: Optional[str] = None
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@@ -24,7 +40,7 @@ class SessionCreate(BaseModel):
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class SessionUpdate(BaseModel):
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path_taken: Optional[list[str]] = None
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decisions: Optional[list[DecisionRecord]] = None
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custom_steps: Optional[list[dict[str, Any]]] = None
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custom_steps: Optional[list[CustomStepSchema]] = None
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ticket_number: Optional[str] = Field(None, max_length=100)
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client_name: Optional[str] = Field(None, max_length=255)
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scratchpad: Optional[str] = None
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