Pulls the public docs forward to match the current state of the repo. No
behavior changes — every edit is informational.
- CURRENT-STATE.md: bump date to 2026-05-07; add entries for PR #159 (Diátaxis
User Guides), #160 (sidebar IA + account redesign), #161 (self-serve Phase 1
backend), #162 (Phase 2 frontend cutover), #163 (seed users email-verified),
#164 (open: taxonomy + INTERNAL_TESTER_EMAILS allowlist). Refresh "What's
In Progress" and "What's Next" to reflect Phase O cutover as the active work.
- 03-DEVELOPMENT-ROADMAP.md: add a "Status as of 2026-05-07" preamble at the
top so the months-stale historical content underneath is clearly framed as
historical record. Replace stale "In Progress" rows (PR #114, ConnectWise
Advanced) with current ones (#164 cutover, external Director-of-Onboarding
validation calls). Add Phase O cutover checklist as the new near-term
priority section. Mark search-and-recall complete (shipped via Voyage AI
embeddings).
- README.md: replace `docker start patherly_postgres` (legacy container name)
with `docker compose -f docker-compose.dev.yml up -d`. Repath project tree
from `patherly/` to `resolutionflow/` and add `.ai/` + `scripts/` directories.
Replace `UI-DESIGN-SYSTEM.md` (superseded) with `DESIGN-SYSTEM.md` in the
documentation table; add `AGENTS.md`, `PROJECT_CONTEXT.md`, `PRODUCT.md`.
- DECISIONS.md: append entries for the two architectural decisions made today
— plan taxonomy reconciliation (rename team→enterprise, add starter) and
the INTERNAL_TESTER_EMAILS allowlist for self-serve soft cutover.
- .env.example: add INTERNAL_TESTER_EMAILS line (user edit, paired with the
backend allowlist that landed in the prior commit).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Closes out Escalation Mode (PR #155 merged) and pivots active task to
the new applied_pending suggested-fix outcome on PR #156.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- HANDOFF: rewritten resume point. AI summary blocker is the active
task; consolidation plan is the path. 5-step implementation order
with watch-outs and breadcrumbs.
- CURRENT_TASK: updated commit table through 0d1b305. Documents the
live-test results (what works, the AI summary blocker), full
consolidation design with proposed payload shape.
- SESSION_LOG: chronological entry covering live QA bash, two
pickup bugs found + fixed, the three Enter/dashboard/timeout
fixes, and the architectural smell that surfaced.
- DECISIONS: new entry "Consolidate the three per-escalation AI
calls into one structured generation" — rejected alternatives
(bump timeout further, copy status-update content the wrong way,
switch to Haiku) and consequences (5s magic-moment, ~60% token
reduction, instant Ticket Notes button, schema enforcement
required, migration concerns documented).
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
- HANDOFF: rewritten resume point. First action on resume is `git push`
(commits 0f00ee5 and 665530f are local-only). Visual QA + bug bash is
the active work; 4 plan-locked items + the structural task-lane fix
all need real-browser verification.
- CURRENT_TASK: add 0f00ee5 and 665530f to the commit table; reframe
"Just shipped" as a per-commit summary; flag the task-lane fix as
needing visual confirmation.
- SESSION_LOG: chronological entry for this session with full detail
(audit, four polish items, race-condition wiring, structural
task-lane fix, test status, files touched).
- DECISIONS: new entry "Tag the task-lane state with an owner chatId"
documenting the structural pattern, what was rejected, and the
forward implication that future task-lane state slices follow the
same owner-tagging pattern.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
Split the monolithic CLAUDE.md into a durable handoff system:
- .ai/PROJECT_CONTEXT.md — stable architectural truth (stack, structure,
SaaS shape, ConnectWise, coding standards, frontend patterns, critical
lessons). Ported verbatim from the previous CLAUDE.md.
- .ai/CURRENT_TASK.md — single active task with DoD + out-of-scope.
- .ai/HANDOFF.md — resume point, kept under ~2K tokens.
- .ai/TODO.md — backlog, read only when CURRENT_TASK complete.
- .ai/DECISIONS.md — append-only architectural decision log.
- .ai/SESSION_LOG.md — append-only chronological history.
- .ai/README.md — human-facing explanation of the system.
Root agent files share a byte-identical protocol block (verified via diff):
- CLAUDE.md — primary agent, with GitNexus + gstack tooling and the
Claude Opus 4.7 co-author trailer.
- AGENTS.md — OpenAI Codex resume agent, with grep/rg fallbacks and the
Codex co-author trailer. Steps in when Claude hits session/weekly
limits.
Legacy root-level SESSION-HANDOFF.md deleted — superseded by .ai/HANDOFF.md.
It was a self-describing one-off from the Design System v4 migration and
had no external references.
Supersedes previous CLAUDE.md. Old version recoverable via
`git show pre-ai-handoff:CLAUDE.md` (tag points at commit e110fed).
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
