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

@@ -40,6 +40,24 @@ class TreeUpdate(BaseModel):
tags: Optional[list[str]] = Field(None, max_length=10, description="List of tag names to assign (replaces existing)")
class ForkCreate(BaseModel):
fork_reason: Optional[str] = Field(None, max_length=255, description="Brief reason for forking")
name: Optional[str] = Field(None, min_length=1, max_length=255, description="Name for the fork (defaults to 'Fork of {original name}')")
class ForkInfo(BaseModel):
"""Fork metadata included in tree responses."""
parent_tree_id: Optional[UUID] = None
root_tree_id: Optional[UUID] = None
fork_reason: Optional[str] = None
fork_depth: int = 0
parent_updated_at: Optional[datetime] = None
has_parent_updates: bool = False
class Config:
from_attributes = True
class TreeResponse(TreeBase):
id: UUID
tree_structure: dict[str, Any]
@@ -48,6 +66,7 @@ class TreeResponse(TreeBase):
category_id: Optional[UUID] = None
category_info: Optional[CategoryInfo] = None
tags: list[str] = [] # List of tag names
fork_info: Optional[ForkInfo] = None
is_active: bool
is_public: bool
is_default: bool