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>
This commit is contained in:
Michael Chihlas
2026-02-07 19:10:47 -05:00
parent c8e7aaad1a
commit ffb14cd014
16 changed files with 1345 additions and 8 deletions

View File

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