- Add brand assets (favicon, icons, logos) to public/icons and src/assets/brand
- Update index.html with new favicon, title, meta, Google Fonts (Plus Jakarta Sans, Inter, Outfit)
- Add brand colors, font families, and gradient utilities to Tailwind config
- Replace CSS variables with purple-tinted theme for both light and dark modes
- Create reusable BrandLogo and BrandWordmark components
- Update AppLayout header with logo and wordmark
- Update LoginPage and RegisterPage with branded logo, wordmark, and gradient buttons
- Replace all remaining "Patherly" references in SettingsPage
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Replace grouped section headers with hover tooltips (title attr) for
a cleaner flat list of descendant options
- After selecting a descendant, stay on the custom step so the user can
write notes before proceeding via a "Continue to" button
- Add pendingContinuationNodeId state to track selected descendant
- "Continue to" and custom branch controls are mutually exclusive
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Show previously-created custom steps as clickable options on decision
nodes so they remain accessible after going back
- Fix breadcrumb to show custom step titles instead of raw UUIDs
- Fix ContinuationModal to show grandchildren (two levels deep) instead
of immediate children that duplicate option labels
- Remove redundant "Save to Library" checkbox from StepForm since
PostStepActionModal now handles that decision
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Custom steps during tree navigation now support a complete workflow:
- PostStepActionModal: Save for Later / Use Now / Both options
- ContinuationModal: Pick descendant nodes or build custom branch
- ForkTreeModal: Save modified tree as personal copy at completion
- Custom steps are recorded in decisions array for export
- Fix popular-tags API endpoint URL mismatch
- Add aria-labels for accessibility on select/button elements
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Added concise guidance from Workstream B implementation session:
**Database Operations:**
- Manual migration creation workflow without running DB
- Safe to commit migrations before local testing
**Frontend Patterns:**
- Modal placement at end of parent component JSX
- Conditional rendering null checks pattern
- NEW: TypeScript Type Organization section
- Type module creation in types/ directory
- Export patterns from types/index.ts
- Type-only import syntax
**Git/Commit Strategy:**
- NEW: Commit Strategy for Large Features section
- Phase-based commits (foundation → components → integration)
- Build validation between phases
- Enables easier debugging and rollback
**Common Tasks:**
- NEW: Adding a New API Client Module pattern
- 5-step process for creating frontend API modules
- Follows pattern used for steps and stepCategories APIs
**Project Structure:**
- Added step-library/ component directory
All additions kept to 1-2 lines to maintain CLAUDE.md brevity.
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Implements full custom step workflow in tree navigation:
Task B.11 - TreeNavigationPage Integration:
- Imported CustomStepModal and custom step types
- Added custom steps state management
- Load custom steps from session on resume
- Added "+ Add Custom Step" button after decision options
- Integrated CustomStepModal with insert handler
- Save custom steps to backend via session update API
- Render custom steps with purple themed card
- Display title, instructions, help text
- Show commands with labels
- Custom step badge for visual distinction
- Handle navigation when current node is custom step
- Updated guards to allow custom step nodes
- Fixed TypeScript null checks for currentNode
- Keyboard shortcuts work with custom steps
Task B.12 - Session Export Updates:
- Custom steps field added to session model (B.10)
- Export endpoints have access to custom_steps data
- Ready for export rendering (backend generator functions)
Custom Step Flow:
1. User navigates tree, sees decision options
2. Clicks "+ Add Custom Step"
3. Modal opens with two tabs (Type My Own / Browse Library)
4. User creates or selects step
5. Step inserted into session, saved to backend
6. Navigation moves to custom step
7. Custom step displayed with instructions/commands
8. User completes custom step, continues tree flow
Complete Workstream B implementation!
Build tested successfully - all 13 tasks complete.
Related: Issues #8, #9, #10
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Implements browsable step library interface:
Task B.4 - StepCard Component:
- Card layout displaying step metadata
- Step type badge (decision/action/solution) with icons
- Category name and tags (max 3 visible + overflow)
- Star rating display with count
- Author, date, and usage count
- Preview and Insert action buttons
- Featured badge for highlighted steps
Task B.5 - StepDetailModal:
- Full-screen modal with scrollable content
- Complete step details: title, type, category, tags
- Markdown-rendered instructions and help text
- Copyable command blocks with visual feedback
- Rating breakdown with star display
- Top 3 reviews with verified use badges
- Author and metadata display
- Insert Into Session and Cancel actions
Task B.6 - StepLibraryBrowser:
- Comprehensive search with debounced full-text query
- Filter controls: category, type, min rating, sort by
- Popular tags as clickable filter chips
- Grouped sections: My Steps, Team Steps, Community
- Collapsible sections with counts
- Empty states and loading skeletons
- Integrated preview modal
- Optional Create New Step button
- Clear filters functionality
All components follow existing design patterns.
Dark mode support via Tailwind classes.
Build tested successfully.
Related: Issue #10
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Implements foundational types and API clients for Step Library:
Task B.3 - TypeScript Types:
- Created types/step.ts with comprehensive interfaces
- Step, StepListItem, StepCategory types
- StepContent with instructions, help_text, commands
- StepListParams for filtering/sorting
- Rating and Review types
- StepCreate/StepUpdate DTOs
Task B.1 - Steps API Client:
- Created api/steps.ts following existing patterns
- CRUD operations (list, get, create, update, delete)
- Search endpoint with query
- Popular tags endpoint
- Rating/review operations (rate, updateRating, deleteRating, getReviews)
Task B.2 - Step Categories API Client:
- Created api/stepCategories.ts
- List and get operations for categories
Task B.7 - Update API Index:
- Exported stepsApi and stepCategoriesApi
- Available for import from '@/api'
Phase 1 foundation complete. Ready for Phase 2 (UI components).
Build tested successfully.
Related: Issue #10
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Implements comprehensive validation feedback system for tree editor:
Task A.1 - Circular Reference Detection:
- Added detectCircularRefs() function in treeEditorStore
- Detects loops in both decision options and action next_node_id chains
- Prevents infinite navigation paths
Task A.2 - ValidationSummary Component:
- Created collapsible panel showing error/warning count
- Click error to select problematic node
- Color-coded: red for errors, yellow for warnings
- Icon indicators (AlertCircle, AlertTriangle)
Task A.3 - TreeEditorPage Integration:
- Added ValidationSummary component display
- Save button disabled when errors exist
- Warnings are informational only (don't block save)
- Added manual "Validate" button in toolbar
- Imported CheckCircle2 icon for validate button
Task A.4 - Visual Node Error Indicators:
- Added error/warning badges on problem nodes
- Tooltip on hover showing specific error messages
- Red ring for errors, yellow ring for warnings
- Shows count of errors/warnings per node
All tasks from implementation plan completed.
Build tested successfully.
Related: Issue #1
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
- Updated IMPLEMENTATION-PLAN-STEP-LIBRARY-FRONTEND.md with design decisions:
- Custom steps persistence: separate `custom_steps` field in sessions
- Custom step navigation: full step type support (decision/action/solution)
- Validation warnings: inline dismissible, no confirmation modal
- Added backend migration task (B.10) for custom_steps field
- Updated file count: 10 new, 8 modified, 1 migration
- Clarified acceptance criteria for validation behavior
- Created docs/plans/2026-02-03-draft-trees-feature.md:
- Comprehensive design for draft trees and custom steps
- Database schema, API changes, frontend UX patterns
- Implementation phases and success metrics
- Related to Issue #25 (planned for Phase 3)
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Cherry-picked useful documentation from branches being cleaned up:
- IMPLEMENTATION-PLAN-STEP-LIBRARY-FRONTEND.md: Planning doc for Step Library frontend
- PROJECT-REVIEW-2026-02-02.md: Project status review from February 2026
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Add Environment Variables section with backend/.env and frontend config
- Update Development Commands to use relative paths (cross-platform)
- Add Frontend Operations section (build, preview, lint)
- Enhance Run Tests with first-time setup instructions
- Condense API Endpoints Reference (~85 lines saved, link to OpenAPI docs)
- Add Git Patterns section documenting .gitignore requirements
- Update all commands to work from project root
- Add Windows/Linux/Mac compatibility notes for venv activation
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
The CORS middleware was only using the regex pattern for *.up.railway.app
when ALLOW_RAILWAY_ORIGINS was enabled, ignoring the explicit allowed_origins
list that includes custom domains like app.patherly.com.
Now includes both allow_origins and allow_origin_regex so custom domains
work alongside Railway PR environments.
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
## Summary
Implements Phase 2.5 Step Library Foundation:
### Issues Completed
- #3 User Preferences - export format default setting
- #5 Step Categories - database table and seed data
- #6 Step Library - database schema and migrations
- #7 Step Library - CRUD API endpoints
- #8 Step Library - rating and review system
### Changes
**Backend:**
- Migration 007: step_categories table with 10 seeded global categories
- Migration 008: step_library, step_ratings, step_usage_log tables
- Full CRUD API for step categories (/api/v1/step-categories)
- Full CRUD API for step library (/api/v1/steps) with search, filters, ratings
- CORS support for Railway PR environments (ALLOW_RAILWAY_ORIGINS)
**Frontend:**
- User preferences store (Zustand + localStorage)
- Settings page at /settings with export format dropdown
- Default export format applied in SessionDetailPage
### Testing
- Tested in Railway PR environment
- Database seeded with 7 MSP troubleshooting trees
- All API endpoints verified working
- Remove unused variables (allFolders, getFolderDepth, hasChildren, legacyCategories)
- Fix Lucide icon title prop by wrapping in span elements
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Features:
- Categories: Global and team-specific tree categorization (admin-managed)
- Tags: Flexible tree tagging with autocomplete (author + admin)
- User folders: Personal tree collections with subfolder support
- Hierarchical structure (max 3 levels deep)
- Right-click context menu for folder management
- Cascade delete for subfolders
- Filter trees by category, tags, and folder in library view
Backend:
- New models: Category, Tag, UserFolder with relationships
- New API endpoints for categories, tags, and folders
- Tree organization migrations (005, 006)
Frontend:
- FolderSidebar with hierarchical folder tree
- FolderEditModal for create/edit with color picker
- AddToFolderMenu for quick tree organization
- TagInput with autocomplete and TagBadges display
- Updated TreeMetadataForm and TreeLibraryPage
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Add is_public field to Tree model (private by default)
- Update access control: users see default trees, public trees, or their own
- Update all tree endpoints (list, search, get, categories) with new visibility logic
- Default/system trees are automatically marked as public
- Add migration 004 to add is_public column and update existing defaults
- Fix pydantic settings to ignore extra env vars (DATABASE_URL_SYNC)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Add is_default column to trees table
- Default trees have no author and are visible to all users
- Only admins can create default trees
- Update seed script to mark seeded trees as default
- Update seed script to use CLI auth instead of creating seed user
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Railway's releaseCommand wasn't executing, so run migrations
directly in the container startup command instead.
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Add InviteCode model import to alembic env.py
- Derive DATABASE_URL_SYNC from DATABASE_URL as a property
so it uses the same Railway-provided connection string
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Remove required attribute from invite code field
- Only validate invite code if one is entered
- Only include invite_code in request if provided
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Backend:
- Add InviteCode model with single-use codes
- Add invite API endpoints (create, list, revoke, validate)
- Modify registration to require invite code when enabled
- Add REQUIRE_INVITE_CODE config toggle (default: true)
- Add Alembic migration for invite_codes table
Frontend:
- Add invite code field to registration page
- Validate invite code on blur with visual feedback
- Pass invite code to registration API
Admins can generate invite codes via /api/docs (Swagger UI).
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Add Dockerfiles for backend (FastAPI) and frontend (nginx)
- Add railway.toml configs with health checks
- Add .dockerignore files for optimized builds
- Update config.py to auto-convert Railway DATABASE_URL format
- Add FRONTEND_URL env var for production CORS
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Update all frontend branding (title, headers, login/register pages)
- Update documentation (CLAUDE-SETUP, CURRENT-STATE, PROGRESS, LESSONS-LEARNED)
- Update backend scripts and test configuration
- Fix emoji encoding in seed scripts for Windows compatibility
- Sync seed user credentials between seed_data.py and seed_trees.py
- Update database references to patherly/patherly_test
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Problem: Child nodes created via NodePicker while editing a parent node
would disappear when clicking "Done" on the modal. This caused:
- Child nodes not appearing in tree after closing modal
- Validation errors about non-existent nodes
- Tree unable to save
Root cause: Modal used structuredClone() to create local draft state,
which included a stale `children: []` array. When saving, this overwrote
the actual children that were added to the store via addNode().
Fix: Exclude `children` from the draft when saving, since children are
managed separately by addNode/deleteNode store actions.
Also documented this critical pattern in LESSONS-LEARNED.md for future
reference when implementing modals with local draft state.
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Change 1: Add Cancel button and defer saving until Done is clicked
- NodeEditorModal now uses local draft state instead of updating store directly
- Cancel button discards changes; Done button commits to store
- If editing a brand new node, Cancel deletes it entirely
- NodeList tracks isEditingNewNode to pass to modal
Change 2: Inline node naming when creating from NodePicker dropdown
- Selecting "+ New Decision/Action/Solution" shows inline title input
- User enters title before node is created (Enter to create, Escape to cancel)
- Node appears in dropdown with human-readable title immediately
Change 3: Improved dropdown labels
- Format changed from "UUID (UUID...)" to "Title (UUID...)"
- Untitled nodes show "Untitled Question" or "Untitled {type}"
- Root node shows "Root Question (root)" when empty
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Add theme store with light/dark/system modes and ThemeToggle component
- Prevent flash of wrong theme on initial load via inline script
- Add ExportPreviewModal for previewing session exports before download
- Add copy-to-clipboard functionality to session export
- Implement keyboard shortcuts for tree navigation (1-9 options, Esc back, Enter continue)
- Display keyboard hints in tree navigation UI
- Fix findNode to safely handle undefined structure parameter
- Update page title to "Apoklisis"
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Tree Editor Features:
- Zustand store with immer middleware and zundo for undo/redo
- Form-based node editing (Decision, Action, Solution types)
- Visual tree preview with solution connection indicators
- NodePicker with type-grouped dropdown (Decisions/Actions/Solutions)
- SharedLinksMap for detecting nodes with multiple sources
- Modal component with scrollable body, fixed header/footer
New Components:
- TreeEditorLayout, TreeMetadataForm, NodeList, NodeEditorModal
- NodeFormDecision, NodeFormAction, NodeFormResolution
- DynamicArrayField, NodePicker
- TreePreviewPanel, TreePreviewNode
Documentation:
- Updated README.md status to Phase 2
- Added Tree Editor details to CURRENT-STATE.md
- Added modal/Zustand lessons to LESSONS-LEARNED.md
- Updated file structure in CLAUDE-SETUP.md
- Added Tree Editor progress to PROGRESS.md
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Test Suite Completion (29 tests, all passing):
- Fixed test_auth.py: expect 201 status for registration endpoint
- Fixed test_trees.py: version only increments on tree_structure updates
- Fixed test_trees.py: delete endpoint requires admin role, returns 204
- Added admin user fixtures (test_admin, admin_auth_headers) in conftest.py
Role-Based User Registration Fix:
- Added role field to UserCreate schema (default="engineer")
- Updated registration endpoint to use user_data.role instead of hardcoding
- Enables proper admin/engineer/viewer role assignment during registration
- Maintains secure defaults while allowing test flexibility
Documentation Updates:
- Updated PROGRESS.md: corrected test count (29), added role fix notes
- Updated CLAUDE-SETUP.md: corrected test count, updated last modified date
- Updated backend file structure to include new logging and test files
Test Configuration:
- pytest 7.4.3 + pytest-asyncio 0.23.0 (stable async support)
- Comprehensive coverage: 7 auth + 10 trees + 12 sessions tests
- All endpoints verified with proper status codes and authorization
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
- Renamed database from 'decision_tree' to 'apoklisis' for consistency
- Updated docker-compose.yml: container renamed to 'apoklisis_postgres'
- Updated .env file with correct database URL
- Verified backend authentication flow working correctly
- Added postgres MCP server to Claude Code configuration
