Commit Graph

14 Commits

Author SHA1 Message Date
chihlasm
ff7894b977 Add UX enhancement design doc: notification system
Design document for Tier 1 UX enhancement implementing toast
notifications using sonner library.

- Comprehensive context on current state problems
- Phase-by-phase implementation plan
- Design patterns and best practices
- Complete verification checklist
- Risk assessment and mitigation strategies

Related: #33, #34, #35

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
2026-02-07 13:53:14 -05:00
Michael Chihlas
fb84bd8144 docs: add subscription tier implementation plan
Comprehensive implementation plan for transitioning from team-based
to SaaS subscription model with Free/Pro/Team tiers:

- Phase 1 (Days 1-3): Database migration in 6 separate migrations
  - Migration 016: Create accounts, subscriptions, plan_limits, account_invites tables
  - Migration 017: Add account_id and account_role to users
  - Migration 018 (critical): Migrate users/teams to accounts
  - Migration 019: Migrate team_id FKs to account_id on content tables
  - Migration 020: Add constraints and finalize migration
  - Migration 021: Drop old team columns and teams table

- Phase 2 (Days 4-7): Backend updates
  - New models: Account, Subscription, PlanLimits, AccountInvites
  - Refactor permissions system (account_role replaces role/is_team_admin)
  - Add subscription helpers for feature gating
  - Update all 25+ endpoints to use account_id
  - Update test fixtures and fix 61+ tests

- Phase 3 (Days 8-10): Frontend updates
  - Update types (account_id, account_role)
  - New hooks: useSubscription, updated usePermissions
  - Account settings page with subscription info
  - Usage indicators and upgrade prompts
  - Stripe Checkout button (disabled until ready)

- Phase 4 (Days 11-12): Stripe preparation
  - Install Stripe SDK
  - Webhook skeleton with event handlers
  - Code ready to enable when Stripe account created

Key features:
- Build Stripe-ready but ship free-tier-only initially
- Feature branch workflow (feat/subscription-tiers)
- Comprehensive rollback plans for each phase
- All limits configurable via plan_limits table
- 10-12 day timeline with safety checks
- Test on production copy before migration

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-06 21:36:01 -05:00
chihlasm
5d464c1287 docs: add subscription tier architecture plan
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-06 03:04:06 -05:00
chihlasm
36069850bc docs: add comprehensive project review report
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-06 03:01:25 -05:00
Michael Chihlas
fd8fab97bd docs: update permissions audit with re-audit findings
Re-audited after RBAC commit (34daa26). Key findings:
- permissions.py is dead code (no endpoint imports it)
- require_engineer_or_admin blocks team admins with viewer role
- 49 endpoints bypass get_current_active_user
- 3 critical issues still open (role field, XSS, secret key)
- Updated implementation plan with new Phase B items

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-05 17:53:25 -05:00
Michael Chihlas
02bd97948e docs: add permissions audit design doc and implementation plan
Full-stack RBAC audit covering frontend UX, backend architecture,
and adversarial analysis. Implementation plan phased by severity
(Critical → High → Medium → Low).

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-05 17:42:38 -05:00
Michael Chihlas
2733a00253 feat: refactor scratchpad to floating overlay with global thin scrollbars
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>
2026-02-04 21:39:05 -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
184e02781f docs: add session scratchpad implementation plan
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-04 02:55:22 -05:00
Michael Chihlas
a09f62a751 docs: Add Session Scratchpad design and update project references
- Add Session Scratchpad design doc (Idea 6 from brainstorm)
- Update CLAUDE.md production URLs to resolutionflow.com
- Update CORS lesson domain refs for rebrand
- Add .claude/settings.local.json to gitignore docs
- Add docs/plans/ to project structure

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-04 02:34:25 -05:00
Michael Chihlas
d28fad7066 docs: Add feature ideas brainstorm (10 concepts for MSP-focused features)
Captures brainstorming session covering session scratchpad, time tracking,
command output capture, share progress/escalation, push steps, path analytics,
multi-tree sessions, recurring issue detection, tree health scores, and
AI tree intelligence. Includes suggested build order and dependency map.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-04 01:59:32 -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
f49e0b9327 fix: ContinuationModal UX - hover tooltips and stay-on-step flow
- 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>
2026-02-03 21:48:00 -05:00
Michael Chihlas
4378ec4b20 docs: Refine implementation plan and document draft feature
- Updated IMPLEMENTATION-PLAN-STEP-LIBRARY-FRONTEND.md with design decisions:
  - Custom steps persistence: separate `custom_steps` field in sessions
  - Custom step navigation: full step type support (decision/action/solution)
  - Validation warnings: inline dismissible, no confirmation modal
- Added backend migration task (B.10) for custom_steps field
- Updated file count: 10 new, 8 modified, 1 migration
- Clarified acceptance criteria for validation behavior

- Created docs/plans/2026-02-03-draft-trees-feature.md:
  - Comprehensive design for draft trees and custom steps
  - Database schema, API changes, frontend UX patterns
  - Implementation phases and success metrics
  - Related to Issue #25 (planned for Phase 3)

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
2026-02-03 18:51:27 -05:00