- Add next_steps TEXT column to sessions table via migration 034
- Add include_outcome_notes, include_next_steps, max_step_index to SessionExport
- Add next_steps to SessionUpdate, SessionResponse, SessionComplete
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Migration 030: add email, assigned_plan, trial_duration_days, email_sent_at
to invite_codes with CHECK constraints
- Resend email integration (graceful degradation when API key not set)
- Invite codes now support plan assignment (free/pro/team) and trial duration (1-90 days)
- Registration applies invite code plan/trial to new subscription
- Auto-downgrade expired trials on authenticated access
- Enriched GET /admin/users/{id} with account, subscription, sessions, audit logs
- New endpoints: PUT /admin/users/{id}/subscription/plan and extend-trial
- Frontend: enhanced invite codes page with email, plan, trial fields
- Frontend: new user detail page at /admin/users/:userId
- Fixed API path drift: /invite-codes -> /invites
- 11 new backend tests, 416 total passing
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Implements the full dual-mode tree editor (Plan Phases 1-5):
Backend:
- JSONB↔Markdown bidirectional serializer/parser with mistune
- Markdown validator with line/column error reporting
- 3 API endpoints: export-markdown, import-markdown, validate-markdown
- Variable extraction/resolution service ([USER_INPUT], [VAR], [SAVE_AS])
- Session variables JSONB column (migration 028)
- 39 tree markdown tests + variable service tests (403 total passing)
Frontend:
- Monaco-based Code Mode with custom Monarch tokenizer and dark theme
- Autocomplete for @node_id refs, type values, variable names
- Debounced validation (800ms) with inline Monaco error markers
- Syntax help panel (absolute overlay, toggleable)
- Starter template for new trees with valid cross-references
- Bidirectional metadata sync (name/description/category/tags frontmatter)
- Synchronous tree→markdown serializer (fixes async race condition)
- Pre-save validation blocks save on broken refs or missing tree name
- Mode-aware undo/redo: Monaco native in Code Mode, throttled zundo in Flow Mode
- Variable prompt modal and frontend resolver for session navigation
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Adds complete super_admin panel with 9 pages and account owner categories page.
Backend includes 5 new DB tables, ~25 API endpoints, settings manager with
in-memory cache, and 29 integration tests. Frontend includes reusable admin
components (DataTable, Pagination, ActionMenu, etc.) with code-split lazy loading.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Backend features:
- Tree sharing via secure tokens with expiration (Issue #16)
- Draft tree status with conditional validation (Issue #25)
- Save session as custom tree with fork tracking (Issue #17)
- Tree validation system for publish requirements
- Session-to-tree conversion preserving custom steps
Database migrations:
- 024: Tree sharing (tree_shares table, visibility field)
- 025: Tree status field (draft/published)
- 25b: Merge migration for indexes
New endpoints:
- POST /api/v1/trees/{id}/share - Generate share token
- GET /api/v1/shared/{token} - Public tree access
- POST /api/v1/trees/{id}/can-publish - Validate tree
- POST /api/v1/sessions/{id}/save-as-tree - Convert session
Test coverage:
- 20 tests for draft trees functionality
- 14 tests for session-to-tree conversion
- 15 tests for tree sharing
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
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>
Account.owner_id and User.account_id are both NOT NULL, creating a
circular dependency that prevents inserting either row first. Fix by:
1. Making owner_id nullable (set immediately after user creation)
2. Creating Account before User, then setting owner_id after flush
3. Removing NOT NULL enforcement on owner_id in migration 020
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Transition from team-based to account-based multi-tenancy (Free/Pro/Team).
Migrations 016-020 create accounts, subscriptions, plan_limits, and
account_invites tables, then migrate existing users and content FKs.
New models: Account, Subscription, PlanLimits, AccountInvite.
Updated models add account_id alongside existing team_id (coexistence
for safe two-PR deployment). Permissions and deps refactored for
account_role instead of is_team_admin.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Adds deleted_at and deleted_by columns to trees table for proper soft
delete tracking. Supports future 30-day restore window functionality.
The delete endpoint now sets both is_active=False (backward compat) and
deleted_at/deleted_by. Migration backfills existing is_active=False rows.
Fixed ambiguous FK relationship between User/Tree models by adding
explicit foreign_keys to both sides of the author relationship.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Creates AuditLog model with JSONB details column for tracking admin
actions. Integrates log_audit() helper into admin endpoints (role
change, team admin toggle, deactivate, activate) and tree delete.
IP address column reserved for future Railway proxy header support.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Phase B addresses 7 high-severity gaps from the permissions audit:
- B1: Enforce tree access check on session start via can_access_tree
- B2: Replace all inline permission helpers with centralized permissions.py
- B3: Fix require_engineer_or_admin to check is_team_admin before role
- B4: Add is_active field on User with enforcement in get_current_active_user
- B5: Add admin user management endpoints (list, get, role, team-admin, deactivate, activate)
- B6: Add rate limiting on auth/invite endpoints via slowapi (disabled in DEBUG)
- B7: Implement refresh token rotation with JTI-based revocation and meaningful logout
Also reduces access token TTL from 15 to 5 minutes and updates CLAUDE.md
with SaaS/MSP context for future planning sessions.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Remove role field from UserCreate schema, hardcode 'engineer' at registration
- Escape all user content in HTML export with html.escape() (XSS fix)
- Add field_validator to reject default SECRET_KEY when DEBUG=False
- Add CHECK constraint on users.role ('engineer'|'viewer') + migration 011
- Fix test_admin fixture to properly grant is_super_admin via ORM
- Fix circular FK (users↔invite_codes) in test DB setup with DROP SCHEMA CASCADE
- Add 5 new security tests (role validation + XSS prevention)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add role-based access control with hierarchy: super_admin > team_admin >
engineer > viewer. Adds is_super_admin boolean to User model (migration 010),
centralized backend permissions module, frontend usePermissions hook, and
UI enforcement (conditional Create/Edit buttons, editor redirect for viewers,
role badge in header). All endpoint admin checks updated from role=="admin"
to is_super_admin.
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
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>
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>
