* feat: add workspace system and sidebar layout (UI design system Phase A+B)
Backend: Workspace model, migration (036), schemas, CRUD API endpoints.
Adds workspace_id to trees and categories, seeds 4 default workspaces
per account, auto-assigns existing trees by tree_type.
Frontend: Complete AppLayout rewrite from top-nav to CSS Grid shell
with persistent sidebar + topbar. New components: WorkspaceSwitcher,
NavItem, CategoryList, TagCloud, TopBar, Sidebar. Dashboard components:
QuickStats, FiltersBar, SectionGroup, TreeListItem, SessionsPanel.
WorkspaceStore with localStorage persistence.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add command palette search, dashboard rewrite, and shell height fixes (Phase C)
- Add ⌘K command palette with debounced search across flows and sessions
- Rewrite QuickStartPage as dashboard with stats, filters, sessions panel
- Fix h-[calc(100vh-4rem)] → h-full across all pages for CSS Grid shell
- Add active session count badge to sidebar Sessions nav item
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add sidebar collapse, category/tag filtering, and workspace CRUD (Phase D)
- Sidebar collapse/expand toggle with icon-only rail mode (persisted)
- Sidebar category/tag clicks navigate to /trees with URL params
- TreeLibraryPage syncs filters from URL search params bidirectionally
- Workspace create modal with icon picker and auto-slug generation
- TopBar logo adapts to collapsed sidebar state
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add Quick Launch modal with actions and recent flows
- Zap button opens Quick Launch with create/navigate shortcuts
- Shows recent flows for quick session start
- Keyboard navigation support (arrows + enter)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add activity notifications panel with session feed
- Bell icon shows dot indicator for recent activity
- Dropdown panel shows recent sessions with status icons
- Links to session detail and sessions list page
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: remove workspace system, add pinned flows and label renames
Replace workspace system with pinned flows API (pin/unpin/list/reorder).
Rename user-facing labels: Tree→Flow, Procedure→Project. Add sidebar
nav sub-items for flow type filtering. Remove 11 workspace files,
add migrations 037-038, clean all workspace references.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: collapsed sidebar layout scaling and toggle button size
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* refactor: migrate auth pages to new design system
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* refactor: migrate TreeLibraryPage to new design system
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* refactor: migrate session pages to new design system
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* refactor: migrate TreeEditorPage to new design system
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* refactor: migrate TreeNavigationPage to new design system
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* refactor: migrate session sharing components to new design system
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* chore: remove workspace dropdown animation (dead code)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* refactor: migrate common components to new design system
Migrate 15 components from monochrome glass-card design to purple gradient
accent design system tokens (bg-card, border-border, text-foreground,
bg-gradient-brand, etc.)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* refactor: migrate procedural and step library components to new design system
Migrate 10 components from monochrome glass-card design to purple gradient
accent design system tokens.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* refactor: migrate admin pages and components to new design system
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* refactor: migrate remaining pages to new design system
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* refactor: migrate remaining components to new design system
Migrates 38 files: tree-editor forms, session modals, step library,
common components, library views, tree preview, and misc UI to use
design tokens (bg-card, border-border, text-foreground, bg-accent,
bg-gradient-brand) replacing old monochrome patterns.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: keep brand text visible on sidebar collapse, hide sub-items until hover
- TopBar: always show "ResolutionFlow" text regardless of sidebar state
- NavItem: sub-items (Troubleshooting, Projects) hidden by default,
revealed on hover or when a child route is active
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add session sharing types, API client, and utilities
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add SessionTimeline and ActionMenu reusable components
SessionTimeline extracts timeline/checklist rendering from SessionDetailPage
into a reusable component for both authenticated and public session views.
ActionMenu provides a dropdown action menu with keyboard/click-outside dismiss.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add ShareSessionModal and integrate into SessionDetailPage
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add Share Progress popover to TreeNavigationPage
Replace the single "Copy for Ticket" button with a "Share Progress"
popover that offers three actions: Copy Progress Summary (existing PSA
export flow), Copy Share Link (auto-creates account-only share if
needed), and Manage Share Links (opens ShareSessionModal).
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add public SharedSessionPage with tree preview
Add the public-facing shared session page at /share/:shareToken that
renders shared sessions without authentication. Includes error handling
for 401 (redirect to login), 403 (access denied), 404 (not found),
and 410 (expired). The page features a minimal header, session metadata,
SessionTimeline component, and a new SharedSessionTreePreview component
that renders the decision tree structure with the path taken highlighted.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add My Shares management page with nav link
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: address code review issues in session sharing
- Add useCallback for loadShares in ShareSessionModal (React hook deps)
- Use TreeStructure type instead of Record<string, unknown> for type safety
- Fix login redirect format to match LoginPage's expected state shape
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* test: add focused tests for session sharing utilities and API
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: resolve tree_structure type compatibility for shared session views
- Use TreeStructure & Record<string, unknown> intersection for JSONB flexibility
- Add explicit cast in SharedSessionTreePreview for recursive node rendering
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: add session sharing learnings to CLAUDE.md
Add gotchas #12 (TreeStructure vs Tree types) and #13 (login redirect
state format), note about npm run build strictness, and public route
pattern to Common Tasks.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: procedural editor UX improvements
Add URL intake field type, fix variable name editing collapsing fields
(index-based keys/updates), auto-generate variable names by field type,
add section header as first-class step type, and simplify step editor
with "More Options" collapsible for advanced fields.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: allow section_header step type in validation, improve tag input
- Add 'section_header' to VALID_STEP_TYPES in backend validation so
procedural flows with section headers can be published
- Replace procedural editor's inline tag input with TagInput component
(supports autocomplete, Tab, comma, semicolon, and paste splitting)
- Add semicolon delimiter support to TagInput component
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: add type-aware routing for procedural flows
Centralizes tree navigation routing via getTreeNavigatePath helper.
Fixes all pages to route procedural sessions to /flows/:id/navigate
instead of /trees/:id/navigate. Adds safety redirect in troubleshooting
navigator and resume support in procedural navigator.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: remove unused index prop from IntakeFieldEditor
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
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>
Migrate all 84 frontend files from the old themed/colored design to a
monochrome glass-morphism design system. Pure black backgrounds, white
text with opacity levels, glass-card components with backdrop-blur, and
functional color reserved for status indicators only.
Foundation: remap CSS variables to monochrome, simplify Tailwind config,
remove theme toggle, convert brand logo/wordmark to white. Pages: all
14 pages updated. Components: all common, library, session, step-library,
tree-editor, tree-preview, admin, and subscription components converted.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
PSA Export:
- New "PSA / Ticket Note" export format optimized for ConnectWise
- Structured output: Problem, Steps Taken, Resolution, Time Spent, Notes
- Prominent "Copy for Ticket" button on session detail page
- 24 unit tests for PSA export generator
Quick-Start Landing:
- New default landing page with search-first UX
- Auto-focused search bar with debounced tree search
- "Continue Session" cards for active sessions
- "Recent Trees" section from session history
- Home nav item and logo links updated
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>
Replace all team_id/team_admin references with account_id/owner across
types, store, hooks, API clients, components, and pages. Add new
AccountSettingsPage, UpgradePrompt, CheckoutButton, useSubscription
hook, and accounts API client. AuthStore now parallel-fetches account
and subscription data alongside user profile.
Also fix folder sidebar not refreshing after tree deletion by
dispatching the folder-changed event in handleDeleteTree.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Add mobile hamburger menu with slide-out nav drawer (AppLayout)
- Make modals responsive: full-width on mobile, slide-up animation
- Scratchpad becomes full-screen overlay on mobile with backdrop
- Folder sidebar hidden on mobile, opens as slide-over drawer
- Tree editor shows "Desktop Required" gate on mobile
- Stack action buttons vertically on mobile (sessions, detail pages)
- Increase touch targets throughout (buttons, close icons)
- Add CSS animations: fade-in, slide-in-left, scale-in, btn-press
- Add card hover lift effect and consistent border highlights
- Standardize page padding (px-4 py-6 sm:px-6 sm:py-8)
- Responsive headings (text-2xl sm:text-3xl)
- CustomStepModal goes full-screen on mobile
- Tighten auth page spacing on mobile
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>
- 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>
## 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
- 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>
- 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>
