backend/alembic/versions/21ddb46ddd05_add_onboarding_and_branding_columns.py

@@ -0,0 +1,41 @@
+"""add onboarding and branding columns
+
+Revision ID: 21ddb46ddd05
+Revises: 061
+Create Date: 2026-03-16 23:30:48.910485
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = '21ddb46ddd05'
+down_revision: Union[str, None] = '061'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    # Users: onboarding + branding columns
+    op.add_column('users', sa.Column('onboarding_dismissed', sa.Boolean(), server_default='false', nullable=False))
+    op.add_column('users', sa.Column('logo_data', sa.Text(), nullable=True))
+    op.add_column('users', sa.Column('logo_content_type', sa.String(length=50), nullable=True))
+    op.add_column('users', sa.Column('company_display_name', sa.String(length=255), nullable=True))
+
+    # Teams: branding columns
+    op.add_column('teams', sa.Column('logo_data', sa.Text(), nullable=True))
+    op.add_column('teams', sa.Column('logo_content_type', sa.String(length=50), nullable=True))
+    op.add_column('teams', sa.Column('company_display_name', sa.String(length=255), nullable=True))
+
+
+def downgrade() -> None:
+    op.drop_column('teams', 'company_display_name')
+    op.drop_column('teams', 'logo_content_type')
+    op.drop_column('teams', 'logo_data')
+    op.drop_column('users', 'company_display_name')
+    op.drop_column('users', 'logo_content_type')
+    op.drop_column('users', 'logo_data')
+    op.drop_column('users', 'onboarding_dismissed')

backend/alembic/versions/ee98013dd18c_add_session_supporting_data_table.py

@@ -0,0 +1,41 @@
+"""add session_supporting_data table
+
+Revision ID: ee98013dd18c
+Revises: 21ddb46ddd05
+Create Date: 2026-03-16 23:31:43.483511
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = 'ee98013dd18c'
+down_revision: Union[str, None] = '21ddb46ddd05'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    op.create_table('session_supporting_data',
+        sa.Column('id', sa.UUID(), nullable=False),
+        sa.Column('session_id', sa.UUID(), nullable=False),
+        sa.Column('label', sa.String(length=255), nullable=False),
+        sa.Column('data_type', sa.Enum('text_snippet', 'screenshot', name='supporting_data_type'), nullable=False),
+        sa.Column('content', sa.Text(), nullable=False),
+        sa.Column('content_type', sa.String(length=50), nullable=True),
+        sa.Column('sort_order', sa.Integer(), nullable=False),
+        sa.Column('created_at', sa.DateTime(timezone=True), nullable=False),
+        sa.Column('updated_at', sa.DateTime(timezone=True), nullable=False),
+        sa.ForeignKeyConstraint(['session_id'], ['sessions.id'], ondelete='CASCADE'),
+        sa.PrimaryKeyConstraint('id'),
+    )
+    op.create_index(op.f('ix_session_supporting_data_session_id'), 'session_supporting_data', ['session_id'], unique=False)
+
+
+def downgrade() -> None:
+    op.drop_index(op.f('ix_session_supporting_data_session_id'), table_name='session_supporting_data')
+    op.drop_table('session_supporting_data')
+    op.execute("DROP TYPE IF EXISTS supporting_data_type")

backend/app/models/__init__.py

@@ -39,6 +39,7 @@ from .script_template import ScriptCategory, ScriptTemplate, ScriptGeneration
 from .psa_connection import PsaConnection
 from .psa_post_log import PsaPostLog
 from .psa_member_mapping import PsaMemberMapping
+from .supporting_data import SessionSupportingData
 
 __all__ = [
     "User",
@@ -92,4 +93,5 @@ __all__ = [
     "PsaConnection",
     "PsaPostLog",
     "PsaMemberMapping",
+    "SessionSupportingData",
 ]

backend/app/models/session.py

@@ -82,6 +82,7 @@ class Session(Base):
     assigned_to: Mapped[Optional["User"]] = relationship("User", foreign_keys=[assigned_to_id])
     attachments: Mapped[list["Attachment"]] = relationship("Attachment", back_populates="session")
     shares: Mapped[list["SessionShare"]] = relationship("SessionShare", back_populates="session", cascade="all, delete-orphan")
+    supporting_data = relationship("SessionSupportingData", back_populates="session", cascade="all, delete-orphan", order_by="SessionSupportingData.sort_order")
 
     # PSA ticket link
     psa_ticket_id: Mapped[Optional[str]] = mapped_column(String(100), nullable=True)

backend/app/models/supporting_data.py

@@ -0,0 +1,25 @@
+import uuid
+from datetime import datetime, timezone
+from typing import Optional
+
+from sqlalchemy import DateTime, Enum, ForeignKey, Integer, String, Text
+from sqlalchemy.dialects.postgresql import UUID
+from sqlalchemy.orm import Mapped, mapped_column, relationship
+
+from app.core.database import Base
+
+
+class SessionSupportingData(Base):
+    __tablename__ = "session_supporting_data"
+
+    id: Mapped[uuid.UUID] = mapped_column(UUID(as_uuid=True), primary_key=True, default=uuid.uuid4)
+    session_id: Mapped[uuid.UUID] = mapped_column(UUID(as_uuid=True), ForeignKey("sessions.id", ondelete="CASCADE"), nullable=False, index=True)
+    label: Mapped[str] = mapped_column(String(255), nullable=False)
+    data_type: Mapped[str] = mapped_column(Enum("text_snippet", "screenshot", name="supporting_data_type"), nullable=False)
+    content: Mapped[str] = mapped_column(Text, nullable=False)
+    content_type: Mapped[Optional[str]] = mapped_column(String(50), nullable=True)
+    sort_order: Mapped[int] = mapped_column(Integer, nullable=False, default=0)
+    created_at: Mapped[datetime] = mapped_column(DateTime(timezone=True), default=lambda: datetime.now(timezone.utc), nullable=False)
+    updated_at: Mapped[datetime] = mapped_column(DateTime(timezone=True), default=lambda: datetime.now(timezone.utc), onupdate=lambda: datetime.now(timezone.utc), nullable=False)
+
+    session = relationship("Session", back_populates="supporting_data")

backend/app/models/team.py

@@ -1,7 +1,7 @@
 import uuid
 from datetime import datetime, timezone
-from typing import TYPE_CHECKING
-from sqlalchemy import String, DateTime
+from typing import Optional, TYPE_CHECKING
+from sqlalchemy import String, DateTime, Text
 from sqlalchemy.orm import Mapped, mapped_column, relationship
 from sqlalchemy.dialects.postgresql import UUID
 from app.core.database import Base
@@ -23,6 +23,12 @@ class Team(Base):
         default=uuid.uuid4
     )
     name: Mapped[str] = mapped_column(String(255), nullable=False)
+
+    # Branding
+    logo_data: Mapped[Optional[str]] = mapped_column(Text, nullable=True)
+    logo_content_type: Mapped[Optional[str]] = mapped_column(String(50), nullable=True)
+    company_display_name: Mapped[Optional[str]] = mapped_column(String(255), nullable=True)
+
     created_at: Mapped[datetime] = mapped_column(
         DateTime(timezone=True),
         default=lambda: datetime.now(timezone.utc)

backend/app/models/user.py

@@ -1,7 +1,7 @@
 import uuid
 from datetime import datetime, timezone
 from typing import Optional, TYPE_CHECKING
-from sqlalchemy import String, DateTime, ForeignKey, Boolean, CheckConstraint
+from sqlalchemy import String, DateTime, ForeignKey, Boolean, CheckConstraint, Text
 from sqlalchemy.orm import Mapped, mapped_column, relationship
 from sqlalchemy.dialects.postgresql import UUID
 from app.core.database import Base
@@ -73,6 +73,15 @@ class User(Base):
     job_title: Mapped[Optional[str]] = mapped_column(String(255), nullable=True)
     timezone: Mapped[str] = mapped_column(String(100), nullable=False, default="UTC", server_default="UTC")
     avatar_url: Mapped[Optional[str]] = mapped_column(String(500), nullable=True)
+
+    # Onboarding
+    onboarding_dismissed: Mapped[bool] = mapped_column(Boolean, default=False, nullable=False, server_default="false")
+
+    # Branding (solo pros without a team)
+    logo_data: Mapped[Optional[str]] = mapped_column(Text, nullable=True)
+    logo_content_type: Mapped[Optional[str]] = mapped_column(String(50), nullable=True)
+    company_display_name: Mapped[Optional[str]] = mapped_column(String(255), nullable=True)
+
     email_verified_at: Mapped[Optional[datetime]] = mapped_column(
         DateTime(timezone=True), nullable=True
     )

backend/app/schemas/branding.py

@@ -0,0 +1,14 @@
+from typing import Optional
+from pydantic import BaseModel
+
+
+class BrandingResponse(BaseModel):
+    company_display_name: Optional[str] = None
+    logo_content_type: Optional[str] = None
+    has_logo: bool = False
+
+
+class BrandingLogoResponse(BaseModel):
+    company_display_name: Optional[str] = None
+    logo_data: Optional[str] = None
+    logo_content_type: Optional[str] = None

backend/app/schemas/onboarding.py

@@ -0,0 +1,12 @@
+from pydantic import BaseModel
+
+
+class OnboardingStatus(BaseModel):
+    created_flow: bool
+    ran_session: bool
+    exported_session: bool
+    tried_ai_assistant: bool
+    invited_teammate: bool
+    connected_psa: bool
+    is_team_user: bool
+    dismissed: bool

backend/app/schemas/session.py

@@ -106,7 +106,7 @@ class SessionResponse(BaseModel):
 
 
 class SessionExport(BaseModel):
-    format: str = Field(default="markdown", pattern="^(text|markdown|html|psa)$")
+    format: str = Field(default="markdown", pattern="^(text|markdown|html|psa|pdf)$")
     include_timestamps: bool = True
     include_tree_info: bool = True
     # Phase A

backend/app/schemas/supporting_data.py

@@ -0,0 +1,30 @@
+from datetime import datetime
+from typing import Literal, Optional
+from uuid import UUID
+from pydantic import BaseModel, Field
+
+
+class SupportingDataCreate(BaseModel):
+    label: str = Field(..., min_length=1, max_length=255)
+    data_type: Literal["text_snippet", "screenshot"]
+    content: str = Field(..., min_length=1, max_length=5_000_000)
+    content_type: Optional[str] = Field(None, max_length=50)
+
+
+class SupportingDataUpdate(BaseModel):
+    label: Optional[str] = Field(None, min_length=1, max_length=255)
+    content: Optional[str] = Field(None, min_length=1)
+
+
+class SupportingDataResponse(BaseModel):
+    id: UUID
+    session_id: UUID
+    label: str
+    data_type: str
+    content: str
+    content_type: Optional[str]
+    sort_order: int
+    created_at: datetime
+    updated_at: datetime
+
+    model_config = {"from_attributes": True}