Viewers who cannot create steps will only see the "Browse Library"
tab in the CustomStepModal, hiding the "Type My Own" creation form.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Adds a reusable ConfirmDialog component and integrates tree deletion
into the TreeLibraryPage with permission-gated delete buttons and
a destructive confirmation dialog.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
TreeEditorPage now verifies canEditTree() after fetching tree data but
before loading it into the editor store. Previously only checked
canCreateTrees which doesn't prevent non-owners from editing.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
ProtectedRoute now accepts an optional requiredRole prop for role-based
route guards. When specified, users below the required role level are
redirected to /trees. 403 responses already pass through to components
for inline error display.
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>
Refactor scratchpad from a flex-layout sidebar that pushes content left
to a floating overlay panel (position: fixed) that doesn't affect layout.
Panel slides in from the right with Ctrl+/ toggle. Main content adjusts
padding responsively when panel is open.
Also apply thin scrollbar styling globally across all scrollable elements
for a consistent, minimal look.
Co-Authored-By: Claude Opus 4.5 <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>
The tree count and hamburger menu were overlapping at the right edge of
folder items. Now the count hides on hover and the menu button appears
in its place.
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- 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>
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>
## 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>
- 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>
- 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>
