Adds a new "procedural" tree type for linear step-by-step project workflows
(domain controller setup, M365 onboarding, VPN config, etc). Includes intake
form builder, two-panel step navigation, variable resolution, procedural
exports, 3 seed templates, and UI rename from "Trees" to "Flows".
Also archives 19 implemented plan docs and creates deferred features backlog.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- 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>
Fix broken JWT token refresh that caused "Failed to load trees" after
idle timeout. The refresh endpoint expected token as query param but
frontend sent it as Authorization header. Added proper dependency
(get_refresh_token_payload) and refresh queue to handle concurrent 401s.
Also fix seed trees not being visible to non-admin users by updating
the seed script to set is_public/is_default on existing trees.
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>
- 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>
