Commit Graph

91 Commits

Author SHA1 Message Date
chihlasm
8dbb87e4d2 fix: add migration 021 to make accounts.owner_id nullable on existing DBs
Railway already ran the old migration 020 which enforced NOT NULL on
owner_id. Since alembic won't re-run a corrected 020, this new migration
explicitly reverts the constraint for databases that already applied it.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-07 03:06:35 -05:00
chihlasm
974e86a502 fix: resolve circular FK between users and accounts on registration
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>
2026-02-07 02:55:53 -05:00
chihlasm
e0089a9c5a feat: update all endpoints and schemas for account-based model
Replace team_id with account_id across all API endpoints (trees,
categories, tags, steps, step_categories, admin, auth). Add new
accounts and webhooks endpoints. Registration now atomically creates
Account + Subscription, with account_invite_code bypassing the
platform invite gate.

Schemas updated for account_id/account_role. 82 tests passing
including 18 new tests for accounts, subscriptions, and permissions.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-07 02:39:01 -05:00
chihlasm
4ccb93ee31 feat: add account-based subscription model with migrations
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>
2026-02-07 02:38:47 -05:00
chihlasm
1e57aa8323 fix: escape SQL wildcards in tag search autocomplete
The % and _ characters in user search input are now escaped before
the LIKE query, preventing unintended wildcard matching in tag search.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-06 00:26:35 -05:00
chihlasm
94ec19cf07 fix: only register debug endpoint when DEBUG=True
The /debug/cors endpoint is now conditionally registered, preventing
information leakage about CORS configuration in production.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-06 00:24:02 -05:00
chihlasm
5ae22e041f fix: clean up folder and tag assignments on tree soft delete
When a tree is soft-deleted, folder assignments and tag assignments are
now removed from junction tables. Tag usage counts are decremented with
a floor of zero to prevent negative counts.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-06 00:23:24 -05:00
chihlasm
02e00963e1 feat: add password complexity validation
Passwords must now contain at least one uppercase letter, one lowercase
letter, and one digit (in addition to the existing 10-char minimum).

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-06 00:20:21 -05:00
chihlasm
33368688b2 feat: upgrade tree deletion to soft delete with deleted_at timestamp
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>
2026-02-05 23:33:05 -05:00
chihlasm
3a5ac0f201 feat: add audit log table and integration with admin/tree endpoints
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>
2026-02-05 23:28:41 -05:00
chihlasm
02d06acfb8 feat: add super admin bypass in tree list filter
Super admins now see all trees regardless of ownership, team, or
public/default status. Previously the build_tree_access_filter function
had no super_admin check, so admins could only see their own trees plus
public/default/team trees.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-05 23:25:56 -05:00
chihlasm
71ba0b95a5 fix: high-severity security hardening (Phase B permissions audit)
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>
2026-02-05 22:44:05 -05:00
chihlasm
3e0fb92012 fix: critical security hardening (Phase A permissions audit)
- 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>
2026-02-05 22:04:37 -05:00
chihlasm
34daa26a67 feat: implement RBAC permissions system
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>
2026-02-05 02:42:44 -05:00
Michael Chihlas
6b8b29571e fix: token refresh and seed tree visibility
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>
2026-02-04 20:41:37 -05:00
Michael Chihlas
7824cddd71 feat: include scratchpad in session export (markdown, text, HTML)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-04 02:49:11 -05:00
Michael Chihlas
6da2044b20 feat: add PATCH endpoint for session scratchpad
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-04 02:48:10 -05:00
Michael Chihlas
7d0000827b feat: add scratchpad field to session model and schemas
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-04 02:47:22 -05:00
Michael Chihlas
d488d2acc8 feat: add scratchpad column to sessions table
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-04 02:47:18 -05:00
Michael Chihlas
83df48291a feat: Complete backend and docs rebrand from Patherly to ResolutionFlow
Update APP_NAME, OpenAPI metadata, log messages, root endpoint response,
model docstrings, seed script comments, README heading, and CLAUDE.md
branding references. Frontend rebrand was completed in PR #26; this
covers everything else.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-04 00:41:22 -05:00
Michael Chihlas
009c60fbc3 feat: Add custom step creation and backend support (Phase 3A: B.8-B.10, B.13)
Implements custom step creation forms and backend persistence:

Task B.8 - StepForm Component:
- Comprehensive form for creating custom steps
- Step type selection (decision/action/solution) with descriptions
- Required fields: title, instructions (markdown supported)
- Optional fields: help text, commands (dynamic array), category, tags
- Visibility control (private/team/public)
- Save to library checkbox
- Full validation with error display
- Dynamic command management (add/remove, label + command)
- Tag input with Enter key support

Task B.9 - CustomStepModal:
- Tabbed modal interface
- Tab 1: "Type My Own" - embeds StepForm
- Tab 2: "Browse Library" - embeds StepLibraryBrowser
- Handles both saved steps (API) and drafts (no save)
- Loading states during step creation
- Error handling with user feedback
- Returns Step or CustomStepDraft to parent

Task B.10 - Backend Custom Steps Support:
- Database migration: add custom_steps JSONB column to sessions
- Updated Session model with custom_steps field
- Updated SessionResponse schema with custom_steps
- Updated SessionUpdate schema to accept custom_steps
- Migration ready to run: 4cdb5cba1aff

Task B.13 - Session Types Updates:
- Added CustomStep and CustomStepDraft interfaces
- Updated Session interface with custom_steps field
- Updated SessionUpdate interface
- Exported step types from types/index.ts
- Full TypeScript support for custom step integration

Remaining tasks: B.11 (TreeNavigationPage integration), B.12 (Export)
Build tested successfully.

Related: Issues #8, #9, #10

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
2026-02-03 19:15:36 -05:00
Michael Chihlas
d1201cc584 Fix CORS to include allowed_origins when using Railway regex
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>
2026-02-03 10:31:59 -05:00
chihlasm
7803dc4522 Add step library foundation and user preferences (#24)
## 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
2026-02-03 02:07:46 -05:00
chihlasm
fafdaa50a5 Add tree organization system with categories, tags, and folders
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>
2026-02-02 01:31:13 -05:00
Michael Chihlas
2d99c52025 Add public/private visibility for trees
- 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>
2026-02-01 16:53:19 -05:00
Michael Chihlas
db0b05eba7 Add is_default flag for system trees
- 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>
2026-02-01 01:32:10 -05:00
Michael Chihlas
b96cbab087 Run alembic migrations in Docker CMD
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>
2026-02-01 01:03:24 -05:00
Michael Chihlas
7b0788712d Fix database migrations for Railway deployment
- 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>
2026-02-01 00:53:55 -05:00
Michael Chihlas
20c4c40a1f Add invite code registration system for beta
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>
2026-02-01 00:08:06 -05:00
Michael Chihlas
005db0700c Add release command to run migrations on deploy
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-31 23:45:20 -05:00
Michael Chihlas
f6bc4b0e40 Add Railway deployment configuration
- 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>
2026-01-31 23:03:26 -05:00
Michael Chihlas
2421f10dbd Complete rebrand from Apoklisis to Patherly
- 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>
2026-01-31 21:55:55 -05:00
Michael Chihlas
06cc83e3fe Rebrand: Rename project from Apoklisis to Patherly 2026-01-31 20:08:17 -05:00
chihlasm
adcaf2f4fe Add seed script with 7 trees, markdown rendering, and dark mode docs
- Add comprehensive seed script with 7 troubleshooting decision trees
  - Tier 1: Password Reset, Outlook/Email, VPN, Printer Problems
  - Tier 2: Slow Computer, Network Connectivity
  - Tier 3: File Share Access Problems
- Add markdown rendering with react-markdown package
  - MarkdownContent component for session player and node editor
  - Preview toggle in description fields
- Update documentation to reflect dark mode is complete
- Update all progress tracking docs with recent changes

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-29 02:25:03 -05:00
Michael Chihlas
cd10ecd42c Complete Phase 2: Frontend implementation with React + TypeScript
Frontend Features:
- React 18 + Vite + TypeScript + Tailwind CSS + Zustand
- JWT authentication with automatic token refresh
- Tree library with search and category filtering
- Full tree navigation (decision/action/solution nodes)
- Session management with notes and completion
- Session history with export (Markdown/Text/HTML)
- ErrorBoundary for graceful error handling

Backend Fixes:
- CORS: Added port 5174 to allowed origins
- Sessions: Fixed JSONB datetime serialization (mode='json')

Documentation:
- Updated PROGRESS.md with Phase 2 completion
- Updated 03-DEVELOPMENT-ROADMAP.md with checked items
- Added PHASE-2.5-PERSONAL-BRANCHING.md spec

Seed Data:
- Added backend/scripts/seed_data.py with Password Reset tree

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-27 22:42:22 -05:00
Michael Chihlas
7d96807fb1 Add production logging, datetime fixes, and session tests
DateTime Timezone Handling (Critical Bug Fix):
- Updated all models to use DateTime(timezone=True) for PostgreSQL
- Changed datetime defaults to lambda: datetime.now(timezone.utc)
- Fixed mixing of timezone-aware and timezone-naive datetime objects
- Resolved Internal Server Errors in session completion endpoint
- Affected models: User, Team, Tree, Session, Attachment

Production Logging System:
- Created logging_config.py with structured logging setup
- Added log rotation (10MB files, 10 backups) for production
- Implemented RequestLoggingMiddleware with correlation IDs
- Added ErrorLoggingMiddleware for comprehensive error tracking
- Integrated logging into main.py application startup
- Supports dev/prod modes with appropriate log levels

Integration Tests - Session Workflow:
- Created test_sessions.py with 12 comprehensive tests
- Session lifecycle: create, update, complete
- Session export in multiple formats (markdown, text, HTML)
- Error handling and authorization checks
- Added pytest.ini with coverage configuration
- Added requirements-dev.txt with pytest dependencies

Following 2026 FastAPI best practices for timezone handling and structured logging.

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
2026-01-27 20:39:09 -05:00
Michael Chihlas
aa54b6c192 Complete integration test suite with role-based auth fixes
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>
2026-01-27 20:38:43 -05:00
Michael Chihlas
6a0f9cfc4a Standardize database naming and fix environment configuration
- 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
2026-01-27 18:28:10 -05:00
Michael Chihlas
a6fc86c95e Pin bcrypt version to 4.1.2 for passlib compatibility 2026-01-23 12:36:35 -05:00
Michael Chihlas
fa632da6bb Fix backend: add passlib/bcrypt, fix datetime timezone issues 2026-01-23 12:17:18 -05:00
Michael Chihlas
52e8190211 Initial commit: Backend API Phase 1a complete
- FastAPI backend with JWT auth
- PostgreSQL database schema
- Trees and Sessions CRUD APIs
- Export functionality (Markdown, Text, HTML)
- Docker setup for local development
- Alembic migrations
2026-01-22 14:38:53 -05:00