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