# Flow-to-Library Step Sync Implementation Plan > **For Claude:** REQUIRED SUB-SKILL: Use superpowers:executing-plans to implement this plan task-by-task. **Goal:** When a flow is published, extract its steps (procedure_steps from procedural/maintenance flows; action/solution nodes from troubleshooting flows) and upsert them into the `step_library` table, keeping them in sync on subsequent publishes, and showing a "From Flow" read-only indicator in the library browser. **Architecture:** New migration adds 4 columns to `step_library` + a unique constraint on `(source_tree_id, source_node_id)`. A new `backend/app/core/step_sync.py` module handles all extraction and upsert logic. The `update_tree` endpoint calls `sync_steps_from_tree()` after a successful publish. Frontend adds `is_flow_synced` + `source_tree_name` to the Step type, a read-only lock in `StepCard`, and a "Library Visibility" select in `StepEditor`. **Tech Stack:** Python FastAPI, SQLAlchemy 2.0 async, PostgreSQL JSONB, Alembic, React 19 + TypeScript + Tailwind CSS. --- ## Codebase Context - **Publish endpoint:** `backend/app/api/endpoints/trees.py:546` — `update_tree()`. Publish validation at line 587. Version increment at line 639. Step sync should be inserted after line 641 (after version increment, before tag replacement at line 643). - **Step library model:** `backend/app/models/step_library.py` — `StepLibrary` table, 20 cols. No `source_tree_id` yet. - **Step schemas:** `backend/app/schemas/step_library.py` — `StepContent` (lines 15–19), `StepLibraryResponse` (lines 45–64). No `is_flow_synced` yet. - **Frontend Step type:** `frontend/src/types/step.ts:15` — `Step` interface. No `is_flow_synced` yet. - **StepCard:** `frontend/src/components/step-library/StepCard.tsx` — ownership check via `isOwn = step.created_by === currentUserId`. - **StepEditor More Options:** `frontend/src/components/procedural-editor/StepEditor.tsx:138` — `{showMore &&
}` block inside the More Options section. - **Fixtures:** `client`, `test_db`, `test_user`, `auth_headers`, `test_tree`, `test_admin`, `admin_auth_headers` from `backend/tests/conftest.py`. - **Next migration:** base off `e65b9f8fd458_add_feedback_table.py`. - **Test runner:** `cd backend && backend/venv/bin/python -m pytest tests/test_step_sync.py -v --override-ini="addopts="` --- ### Task 1: Database migration — add sync columns to `step_library` **Files:** - Create: `backend/alembic/versions/030_add_step_library_sync_fields.py` **Step 1: Create the migration file manually (do NOT use autogenerate)** ```bash cd /home/michaelchihlas/dev/patherly/backend alembic revision -m "add_step_library_sync_fields" ``` This creates a new file in `backend/alembic/versions/`. Open it and replace the `upgrade()` and `downgrade()` bodies with: ```python def upgrade() -> None: op.add_column('step_library', sa.Column('source_tree_id', sa.UUID(), nullable=True)) op.add_column('step_library', sa.Column('source_node_id', sa.String(255), nullable=True)) op.add_column('step_library', sa.Column('is_flow_synced', sa.Boolean(), nullable=False, server_default='false')) op.add_column('step_library', sa.Column('last_synced_at', sa.DateTime(timezone=True), nullable=True)) op.create_foreign_key( 'fk_step_library_source_tree', 'step_library', 'trees', ['source_tree_id'], ['id'], ondelete='SET NULL' ) op.create_unique_constraint( 'uq_step_library_source_node', 'step_library', ['source_tree_id', 'source_node_id'] ) op.create_index('ix_step_library_source_tree_id', 'step_library', ['source_tree_id']) def downgrade() -> None: op.drop_index('ix_step_library_source_tree_id', 'step_library') op.drop_constraint('uq_step_library_source_node', 'step_library', type_='unique') op.drop_constraint('fk_step_library_source_tree', 'step_library', type_='foreignkey') op.drop_column('step_library', 'last_synced_at') op.drop_column('step_library', 'is_flow_synced') op.drop_column('step_library', 'source_node_id') op.drop_column('step_library', 'source_tree_id') ``` **Step 2: Run the migration** ```bash cd /home/michaelchihlas/dev/patherly/backend alembic upgrade head ``` Expected: `Running upgrade ... -> , add_step_library_sync_fields` **Step 3: Verify the columns exist** ```bash docker exec -it patherly_postgres psql -U postgres -d patherly -c "\d step_library" | grep -E "source_|is_flow|last_sync" ``` Expected: 4 new columns listed. **Step 4: Commit** ```bash cd /home/michaelchihlas/dev/patherly git add backend/alembic/versions/ git commit -m "feat: add sync tracking columns to step_library Co-Authored-By: Claude Sonnet 4.6 " ``` --- ### Task 2: Update `StepLibrary` model with new columns **Files:** - Modify: `backend/app/models/step_library.py` **Step 1: Read the file to find the exact insertion point** Read `backend/app/models/step_library.py` — find the `is_active` column (last column before relationships). Add the 4 new columns after `is_active`: ```python # Sync tracking (flow-sourced steps) source_tree_id: Mapped[Optional[uuid_pkg.UUID]] = mapped_column( UUID(as_uuid=True), ForeignKey('trees.id', ondelete='SET NULL'), nullable=True, index=True ) source_node_id: Mapped[Optional[str]] = mapped_column(String(255), nullable=True) is_flow_synced: Mapped[bool] = mapped_column(Boolean, nullable=False, default=False) last_synced_at: Mapped[Optional[datetime]] = mapped_column(DateTime(timezone=True), nullable=True) ``` **Step 2: Add the `source_tree` relationship** In the relationships section of `StepLibrary`, add after the existing `account` relationship: ```python source_tree: Mapped[Optional["Tree"]] = relationship( "Tree", foreign_keys=[source_tree_id], lazy="select" ) ``` **Step 3: Verify imports** The file already imports `Optional`, `UUID`, `Boolean`, `String`, `DateTime`, `ForeignKey`, `relationship`. Confirm `mapped_column` and `Mapped` are imported. No new imports should be needed. **Step 4: Run the backend to check for import errors** ```bash cd /home/michaelchihlas/dev/patherly/backend backend/venv/bin/python -c "from app.models.step_library import StepLibrary; print('OK')" ``` Expected: `OK` **Step 5: Commit** ```bash cd /home/michaelchihlas/dev/patherly git add backend/app/models/step_library.py git commit -m "feat: add sync columns and source_tree relationship to StepLibrary model Co-Authored-By: Claude Sonnet 4.6 " ``` --- ### Task 3: Update schemas and add `group_label` to `StepContent` **Files:** - Modify: `backend/app/schemas/step_library.py` **Step 1: Add `group_label` to `StepContent`** Find `StepContent` (lines 15–19) and add `group_label`: ```python class StepContent(BaseModel): instructions: str = Field(..., min_length=1) help_text: Optional[str] = None commands: Optional[list[StepCommand]] = None group_label: Optional[str] = None # Section header this step belongs to (for flow-synced steps) ``` **Step 2: Add `is_flow_synced` and `source_tree_name` to `StepLibraryResponse`** Find `StepLibraryResponse` (lines 45–64) and add two fields at the end: ```python is_flow_synced: bool = False source_tree_name: Optional[str] = None ``` **Step 3: Verify import — `Optional` is already imported from typing** Read the top of the file to confirm. No new imports needed. **Step 4: Verify Python import** ```bash cd /home/michaelchihlas/dev/patherly/backend backend/venv/bin/python -c "from app.schemas.step_library import StepLibraryResponse, StepContent; print('OK')" ``` Expected: `OK` **Step 5: Commit** ```bash cd /home/michaelchihlas/dev/patherly git add backend/app/schemas/step_library.py git commit -m "feat: add group_label to StepContent, is_flow_synced to StepLibraryResponse Co-Authored-By: Claude Sonnet 4.6 " ``` --- ### Task 4: Update step list endpoint to return `is_flow_synced` and `source_tree_name` **Files:** - Modify: `backend/app/api/endpoints/steps.py` The list endpoint currently returns `StepLibraryResponse` objects built from ORM instances. We need to populate `is_flow_synced` and `source_tree_name`. **Step 1: Read `backend/app/api/endpoints/steps.py` lines 58–139** Find where the list query is executed and where response objects are built. Look for the SELECT statement and how it maps to `StepLibraryResponse`. **Step 2: Add `source_tree_name` to the list query via a join** The list query will need to LEFT JOIN trees to get the name. Find the existing query and add: ```python from app.models.tree import Tree as TreeModel # In the list query, add a join: query = ( select( StepLibrary, TreeModel.name.label('source_tree_name') ) .outerjoin(TreeModel, StepLibrary.source_tree_id == TreeModel.id) # ... existing filters ... ) ``` Then when building the response, pass `source_tree_name` from the joined result. **Important:** Read the existing query structure carefully before modifying — match whatever pattern (scalar results, row mapping, etc.) is already used. **Step 3: Also update the single-step GET endpoint** (lines 221–265) to include `source_tree_name` in the same way. **Step 4: Verify Python import** ```bash cd /home/michaelchihlas/dev/patherly/backend backend/venv/bin/python -c "from app.api.endpoints.steps import router; print('OK')" ``` Expected: `OK` **Step 5: Commit** ```bash cd /home/michaelchihlas/dev/patherly git add backend/app/api/endpoints/steps.py git commit -m "feat: include is_flow_synced and source_tree_name in step list/detail responses Co-Authored-By: Claude Sonnet 4.6 " ``` --- ### Task 5: Create `backend/app/core/step_sync.py` **Files:** - Create: `backend/app/core/step_sync.py` - Test: `backend/tests/test_step_sync.py` This is the core of the feature. Write the test first. **Step 1: Write the failing tests** Create `backend/tests/test_step_sync.py`: ```python """Tests for flow-to-library step sync.""" import pytest from uuid import uuid4 from app.core.step_sync import extract_steps_for_sync, resolve_step_visibility class TestResolveStepVisibility: """Test visibility resolution logic.""" def test_public_flow_gives_public_steps(self): result = resolve_step_visibility(is_public=True, account_id=None, node_override=None) assert result == 'public' def test_team_flow_gives_team_steps(self): result = resolve_step_visibility(is_public=False, account_id=uuid4(), node_override=None) assert result == 'team' def test_private_flow_gives_team_steps(self): result = resolve_step_visibility(is_public=False, account_id=None, node_override=None) assert result == 'team' def test_node_override_takes_precedence(self): result = resolve_step_visibility(is_public=True, account_id=None, node_override='team') assert result == 'team' def test_public_override_on_team_flow(self): result = resolve_step_visibility(is_public=False, account_id=uuid4(), node_override='public') assert result == 'public' class TestExtractStepsForSync: """Test step extraction from tree structures.""" def test_extracts_procedure_steps_from_procedural_flow(self): tree_structure = { "steps": [ {"id": "step_1", "type": "procedure_step", "title": "Verify prerequisites", "description": "Check all prereqs", "content_type": "action"}, {"id": "end_1", "type": "procedure_end", "title": "Done"}, ] } results = list(extract_steps_for_sync(tree_structure, tree_type='procedural')) assert len(results) == 1 assert results[0]['source_node_id'] == 'step_1' assert results[0]['title'] == 'Verify prerequisites' assert results[0]['step_type'] == 'action' assert results[0]['content']['instructions'] == 'Check all prereqs' def test_skips_section_header_nodes(self): tree_structure = { "steps": [ {"id": "sec_1", "type": "section_header", "title": "Phase 1"}, {"id": "step_1", "type": "procedure_step", "title": "First step", "description": "Do this"}, ] } results = list(extract_steps_for_sync(tree_structure, tree_type='procedural')) assert len(results) == 1 assert results[0]['source_node_id'] == 'step_1' def test_captures_section_header_as_group_label(self): tree_structure = { "steps": [ {"id": "sec_1", "type": "section_header", "title": "Cable Checks"}, {"id": "step_1", "type": "procedure_step", "title": "Check cable", "description": "Verify cable is seated"}, ] } results = list(extract_steps_for_sync(tree_structure, tree_type='procedural')) assert results[0]['content']['group_label'] == 'Cable Checks' def test_normalizes_string_commands(self): tree_structure = { "steps": [ {"id": "step_1", "type": "procedure_step", "title": "Run command", "description": "Execute this", "commands": "ping 8.8.8.8"}, ] } results = list(extract_steps_for_sync(tree_structure, tree_type='procedural')) assert results[0]['content']['commands'] == [{"label": "", "command": "ping 8.8.8.8", "command_type": None}] def test_normalizes_commandblock_commands(self): tree_structure = { "steps": [ {"id": "step_1", "type": "procedure_step", "title": "Run PS", "description": "Run powershell", "commands": [{"code": "Get-Service", "language": "powershell", "label": "Check services"}]}, ] } results = list(extract_steps_for_sync(tree_structure, tree_type='procedural')) cmds = results[0]['content']['commands'] assert len(cmds) == 1 assert cmds[0]['command'] == 'Get-Service' assert cmds[0]['command_type'] == 'powershell' assert cmds[0]['label'] == 'Check services' def test_extracts_action_and_solution_from_troubleshooting(self): tree_structure = { "id": "root", "type": "decision", "question": "What is wrong?", "options": [{"id": "o1", "label": "Thing A", "next_node_id": "act_1"}], "children": [ {"id": "act_1", "type": "action", "title": "Fix thing A", "description": "Do the fix", "next_node_id": "sol_1", "children": [{"id": "sol_1", "type": "solution", "title": "All fixed", "description": "Problem resolved"}]}, ] } results = list(extract_steps_for_sync(tree_structure, tree_type='troubleshooting')) node_ids = {r['source_node_id'] for r in results} assert 'act_1' in node_ids assert 'sol_1' in node_ids types = {r['source_node_id']: r['step_type'] for r in results} assert types['act_1'] == 'action' assert types['sol_1'] == 'solution' def test_uses_title_as_instructions_fallback(self): tree_structure = { "steps": [ {"id": "step_1", "type": "procedure_step", "title": "Do the thing"}, ] } results = list(extract_steps_for_sync(tree_structure, tree_type='procedural')) assert results[0]['content']['instructions'] == 'Do the thing' def test_empty_steps_list(self): tree_structure = {"steps": []} results = list(extract_steps_for_sync(tree_structure, tree_type='procedural')) assert results == [] def test_maintenance_treated_same_as_procedural(self): tree_structure = { "steps": [ {"id": "step_1", "type": "procedure_step", "title": "Maintenance step", "description": "Do maintenance"}, ] } results = list(extract_steps_for_sync(tree_structure, tree_type='maintenance')) assert len(results) == 1 ``` **Step 2: Run tests to verify they fail** ```bash cd /home/michaelchihlas/dev/patherly/backend backend/venv/bin/python -m pytest tests/test_step_sync.py -v --override-ini="addopts=" ``` Expected: FAIL — `ImportError: cannot import name 'extract_steps_for_sync'` **Step 3: Implement `backend/app/core/step_sync.py`** ```python """Sync steps from published flows into the step library.""" from __future__ import annotations from typing import Any, Generator, Literal, Optional from uuid import UUID, uuid4 from datetime import datetime, timezone from sqlalchemy import text from sqlalchemy.ext.asyncio import AsyncSession StepVisibility = Literal['private', 'team', 'public'] def resolve_step_visibility( is_public: bool, account_id: Optional[UUID], node_override: Optional[str], ) -> StepVisibility: """Resolve the visibility for a synced step. Priority: node-level library_visibility > flow visibility. Flow visibility: public if is_public, otherwise 'team'. """ if node_override in ('team', 'public'): return node_override # type: ignore[return-value] return 'public' if is_public else 'team' def _normalize_commands(raw: Any) -> list[dict]: """Normalize command field to list of StepCommand dicts.""" if not raw: return [] if isinstance(raw, str): return [{"label": "", "command": raw, "command_type": None}] if isinstance(raw, list): result = [] for item in raw: if isinstance(item, str): result.append({"label": "", "command": item, "command_type": None}) elif isinstance(item, dict): result.append({ "label": item.get("label", ""), "command": item.get("code", item.get("command", "")), "command_type": item.get("language", item.get("command_type")), }) return result return [] def _walk_troubleshooting(node: dict) -> Generator[dict, None, None]: """Recursively yield action and solution nodes from a troubleshooting tree.""" node_type = node.get("type") if node_type in ("action", "solution"): yield node for child in node.get("children", []): yield from _walk_troubleshooting(child) def extract_steps_for_sync( tree_structure: dict, tree_type: str, ) -> Generator[dict, None, None]: """Extract step dicts ready for upsert from a tree structure. Yields dicts with keys: source_node_id, title, step_type, content (dict), node_visibility_override """ if tree_type in ("procedural", "maintenance"): steps = tree_structure.get("steps", []) current_section: Optional[str] = None for node in steps: node_type = node.get("type") if node_type == "section_header": current_section = node.get("title") or node.get("section_header") continue if node_type != "procedure_step": continue description = node.get("description") or node.get("title", "") content: dict = { "instructions": description, "help_text": node.get("expected_outcome"), "commands": _normalize_commands(node.get("commands")) or None, "group_label": current_section, } # Remove None values for cleanliness content = {k: v for k, v in content.items() if v is not None} # instructions is required — ensure it's present content.setdefault("instructions", node.get("title", "")) yield { "source_node_id": node["id"], "title": node.get("title", "Untitled step"), "step_type": "action", "content": content, "node_visibility_override": node.get("library_visibility"), } elif tree_type == "troubleshooting": for node in _walk_troubleshooting(tree_structure): description = node.get("description") or node.get("title", "") content = { "instructions": description, } yield { "source_node_id": node["id"], "title": node.get("title", "Untitled step"), "step_type": "action" if node["type"] == "action" else "solution", "content": content, "node_visibility_override": None, } async def sync_steps_from_tree( db: AsyncSession, tree_id: UUID, tree_type: str, tree_structure: dict, author_id: UUID, account_id: Optional[UUID], is_public: bool, ) -> int: """Upsert step library entries from a published tree. Returns the number of steps synced. """ from app.models.step_library import StepLibrary # avoid circular import count = 0 now = datetime.now(timezone.utc) for step_data in extract_steps_for_sync(tree_structure, tree_type): visibility = resolve_step_visibility( is_public=is_public, account_id=account_id, node_override=step_data["node_visibility_override"], ) # Use raw SQL upsert keyed on (source_tree_id, source_node_id) await db.execute( text(""" INSERT INTO step_library ( id, title, step_type, content, created_by, account_id, visibility, is_flow_synced, source_tree_id, source_node_id, last_synced_at, tags, is_active, usage_count, rating_average, rating_count, helpful_yes, helpful_no, is_featured, is_verified, created_at, updated_at ) VALUES ( gen_random_uuid(), :title, :step_type, :content::jsonb, :created_by, :account_id, :visibility, true, :source_tree_id, :source_node_id, :last_synced_at, '{}', true, 0, 0, 0, 0, 0, false, false, :now, :now ) ON CONFLICT (source_tree_id, source_node_id) DO UPDATE SET title = EXCLUDED.title, step_type = EXCLUDED.step_type, content = EXCLUDED.content, visibility = EXCLUDED.visibility, last_synced_at = EXCLUDED.last_synced_at, updated_at = EXCLUDED.updated_at, is_active = true """), { "title": step_data["title"], "step_type": step_data["step_type"], "content": __import__('json').dumps(step_data["content"]), "created_by": str(author_id), "account_id": str(account_id) if account_id else None, "visibility": visibility, "source_tree_id": str(tree_id), "source_node_id": step_data["source_node_id"], "last_synced_at": now, "now": now, } ) count += 1 # Soft-delete any previously synced steps for this tree that no longer exist current_node_ids = [ s["source_node_id"] for s in extract_steps_for_sync(tree_structure, tree_type) ] if current_node_ids: await db.execute( text(""" UPDATE step_library SET is_active = false, updated_at = :now WHERE source_tree_id = :tree_id AND is_flow_synced = true AND source_node_id NOT IN :node_ids """), {"tree_id": str(tree_id), "node_ids": tuple(current_node_ids), "now": now} ) else: # No steps extracted — deactivate all synced entries for this tree await db.execute( text(""" UPDATE step_library SET is_active = false, updated_at = :now WHERE source_tree_id = :tree_id AND is_flow_synced = true """), {"tree_id": str(tree_id), "now": now} ) return count async def deactivate_synced_steps_for_tree(db: AsyncSession, tree_id: UUID) -> None: """Soft-delete all synced library entries for a tree (called on tree delete/deactivate).""" await db.execute( text(""" UPDATE step_library SET is_active = false, updated_at = :now WHERE source_tree_id = :tree_id AND is_flow_synced = true """), {"tree_id": str(tree_id), "now": datetime.now(timezone.utc)} ) ``` **Step 4: Run tests** ```bash cd /home/michaelchihlas/dev/patherly/backend backend/venv/bin/python -m pytest tests/test_step_sync.py -v --override-ini="addopts=" ``` Expected: All tests PASS. **Step 5: Commit** ```bash cd /home/michaelchihlas/dev/patherly git add backend/app/core/step_sync.py backend/tests/test_step_sync.py git commit -m "feat: add step_sync module with extraction and upsert logic Co-Authored-By: Claude Sonnet 4.6 " ``` --- ### Task 6: Wire sync into the publish endpoint **Files:** - Modify: `backend/app/api/endpoints/trees.py` **Step 1: Read lines 583–650 of the file to confirm exact positions** Confirm line numbers for: - The `if "status" in update_data and update_data["status"] == 'published':` block - The version increment at `tree.version += 1` - The tag replacement block that follows **Step 2: Add the import at the top of the file** Near the other core imports (grep for `from app.core`), add: ```python from app.core.step_sync import sync_steps_from_tree, deactivate_synced_steps_for_tree ``` **Step 3: Insert sync call after version increment** After `tree.version += 1` (line ~641) and before the tag replacement block, add: ```python # Sync steps to library when publishing if update_data.get("status") == 'published' or tree.status == 'published': final_structure = update_data.get("tree_structure", tree.tree_structure) final_type = update_data.get("tree_type", tree.tree_type) await sync_steps_from_tree( db=db, tree_id=tree.id, tree_type=final_type, tree_structure=final_structure, author_id=tree.author_id, account_id=tree.account_id, is_public=update_data.get("is_public", tree.is_public), ) ``` **Step 4: Add deactivation on tree delete** Find the delete tree endpoint (search for `@router.delete`). After confirming the tree is being deleted, add before commit: ```python await deactivate_synced_steps_for_tree(db, tree_id) ``` **Step 5: Verify Python import** ```bash cd /home/michaelchihlas/dev/patherly/backend backend/venv/bin/python -c "from app.api.endpoints.trees import router; print('OK')" ``` Expected: `OK` **Step 6: Write integration test** Add to `backend/tests/test_step_sync.py` a new class: ```python class TestSyncOnPublish: """Integration tests — sync triggered by publishing a tree.""" @pytest.mark.asyncio async def test_publishing_procedural_tree_creates_library_steps( self, client, auth_headers, test_db ): # Create a procedural tree tree_resp = await client.post("/trees", json={ "name": "Test Procedure", "tree_type": "procedural", "tree_structure": { "steps": [ {"id": "step_1", "type": "procedure_step", "title": "First step", "description": "Do this first"}, {"id": "step_2", "type": "procedure_step", "title": "Second step", "description": "Do this second"}, {"id": "end_1", "type": "procedure_end", "title": "Done"}, ] } }, headers=auth_headers) assert tree_resp.status_code == 201 tree_id = tree_resp.json()["id"] # Publish the tree pub_resp = await client.put(f"/trees/{tree_id}", json={"status": "published"}, headers=auth_headers) assert pub_resp.status_code == 200 # Check library has entries lib_resp = await client.get("/steps", headers=auth_headers) assert lib_resp.status_code == 200 steps = lib_resp.json() synced = [s for s in steps if s.get("is_flow_synced")] assert len(synced) == 2 titles = {s["title"] for s in synced} assert "First step" in titles assert "Second step" in titles @pytest.mark.asyncio async def test_republishing_updates_existing_library_steps( self, client, auth_headers, test_db ): # Create and publish tree_resp = await client.post("/trees", json={ "name": "Update Test", "tree_type": "procedural", "tree_structure": {"steps": [ {"id": "step_1", "type": "procedure_step", "title": "Original title", "description": "Original desc"}, ]} }, headers=auth_headers) tree_id = tree_resp.json()["id"] await client.put(f"/trees/{tree_id}", json={"status": "published"}, headers=auth_headers) # Update step title and republish await client.put(f"/trees/{tree_id}", json={ "tree_structure": {"steps": [ {"id": "step_1", "type": "procedure_step", "title": "Updated title", "description": "Updated desc"}, ]}, "status": "published" }, headers=auth_headers) # Check library entry was updated lib_resp = await client.get("/steps", headers=auth_headers) synced = [s for s in lib_resp.json() if s.get("is_flow_synced")] assert len(synced) == 1 assert synced[0]["title"] == "Updated title" ``` **Step 7: Run integration tests** ```bash cd /home/michaelchihlas/dev/patherly/backend backend/venv/bin/python -m pytest tests/test_step_sync.py -v --override-ini="addopts=" ``` Expected: All tests pass. **Step 8: Commit** ```bash cd /home/michaelchihlas/dev/patherly git add backend/app/api/endpoints/trees.py backend/tests/test_step_sync.py git commit -m "feat: trigger step library sync on tree publish/delete Co-Authored-By: Claude Sonnet 4.6 " ``` --- ### Task 7: Frontend — update Step types **Files:** - Modify: `frontend/src/types/step.ts` **Step 1: Read the file to find `Step` and `StepListItem` interfaces** **Step 2: Add `is_flow_synced` and `source_tree_name` to `Step` (after `is_verified`)** ```typescript is_flow_synced: boolean source_tree_name: string | null ``` **Step 3: Add same fields to `StepListItem`** `StepListItem` is the subset used in list views — add there too: ```typescript is_flow_synced: boolean source_tree_name: string | null ``` **Step 4: Verify build** ```bash cd /home/michaelchihlas/dev/patherly/frontend && npm run build 2>&1 | tail -10 ``` Expected: Clean build. **Step 5: Commit** ```bash cd /home/michaelchihlas/dev/patherly git add frontend/src/types/step.ts git commit -m "feat: add is_flow_synced and source_tree_name to Step types Co-Authored-By: Claude Sonnet 4.6 " ``` --- ### Task 8: Frontend — read-only indicator in `StepCard` **Files:** - Modify: `frontend/src/components/step-library/StepCard.tsx` **Step 1: Read the full `StepCard.tsx` to understand current structure** Find where the Edit button is rendered (look for `onEdit` prop usage and the edit button JSX). **Step 2: Add `Lock` to Lucide imports** ```tsx import { ..., Lock } from 'lucide-react' ``` **Step 3: Replace the edit button condition** Currently the edit button likely shows when `isOwn` is true. Change it so that for flow-synced steps, the edit button is replaced by a lock icon with a tooltip: ```tsx {isOwn && ( step.is_flow_synced ? ( ) : ( onEdit && ( ) ) )} ``` **Step 4: Add "From Flow" badge** In the badges/chips area of the card (near where `is_featured` or `is_verified` badges are shown), add: ```tsx {step.is_flow_synced && ( From Flow )} ``` **Step 5: Verify build** ```bash cd /home/michaelchihlas/dev/patherly/frontend && npm run build 2>&1 | tail -10 ``` Expected: Clean build. **Step 6: Commit** ```bash cd /home/michaelchihlas/dev/patherly git add frontend/src/components/step-library/StepCard.tsx git commit -m "feat: show From Flow badge and lock icon on flow-synced StepCard Co-Authored-By: Claude Sonnet 4.6 " ``` --- ### Task 9: Frontend — source flow link in `StepDetailModal` **Files:** - Modify: `frontend/src/components/step-library/StepDetailModal.tsx` **Step 1: Read `StepDetailModal.tsx` to find where step metadata is displayed** Look for where `author_name`, `usage_count`, `category_name` are rendered in the detail panel. **Step 2: Add source flow attribution** In the metadata section, add after the author line: ```tsx {step.is_flow_synced && step.source_tree_name && (
Sourced from {step.source_tree_name}
)} ``` Add `GitBranch` to Lucide imports if not already present. **Step 3: Verify build** ```bash cd /home/michaelchihlas/dev/patherly/frontend && npm run build 2>&1 | tail -10 ``` Expected: Clean build. **Step 4: Commit** ```bash cd /home/michaelchihlas/dev/patherly git add frontend/src/components/step-library/StepDetailModal.tsx git commit -m "feat: show source flow name in StepDetailModal for synced steps Co-Authored-By: Claude Sonnet 4.6 " ``` --- ### Task 10: Frontend — Library Visibility select in `StepEditor` **Files:** - Modify: `frontend/src/components/procedural-editor/StepEditor.tsx` - Modify: `frontend/src/types/tree.ts` (add `library_visibility` to `ProceduralStep`) **Step 1: Add `library_visibility` to `ProceduralStep` in `frontend/src/types/tree.ts`** Find `ProceduralStep` (line ~106) and add after `reference_url?`: ```typescript library_visibility?: 'team' | 'public' ``` **Step 2: Read `StepEditor.tsx` lines 130–200 to find the More Options block** The `{showMore &&
}` block starts around line 150. Find the last field inside it. **Step 3: Add Library Visibility select inside the More Options block** At the end of the `showMore` content block, before the closing `
`, add: ```tsx {/* Library Visibility — only for procedure_step nodes */} {step.type === 'procedure_step' && (

Controls visibility in the step library. Defaults to the flow's own visibility setting.

)} ``` **Step 4: Verify build** ```bash cd /home/michaelchihlas/dev/patherly/frontend && npm run build 2>&1 | tail -10 ``` Expected: Clean build. **Step 5: Commit** ```bash cd /home/michaelchihlas/dev/patherly git add frontend/src/types/tree.ts frontend/src/components/procedural-editor/StepEditor.tsx git commit -m "feat: add Library Visibility select to procedural StepEditor Co-Authored-By: Claude Sonnet 4.6 " ``` --- ## Manual Verification Checklist 1. **Publish sync:** Create a procedural flow with 2+ steps and a section header → publish → open Step Library → synced steps appear with "From Flow" badge, correct section in group_label 2. **Republish update:** Edit a step title in a published flow → republish → Step Library shows updated title (not a duplicate) 3. **Visibility inherit:** Public flow → synced steps have `visibility: 'public'`. Team flow → `visibility: 'team'` 4. **Per-step override:** Set Library Visibility to "Team only" on a step in a public flow → publish → that step appears as `team` in library while others are `public` 5. **Read-only in library:** Synced step shows lock icon instead of edit button, tooltip reads "Managed by source flow" 6. **Source flow name:** Click a synced step → detail panel shows "Sourced from: [Flow Name]" 7. **Fork works:** Click "Save to Library" on a synced step → creates a personal copy with `is_flow_synced: false`, editable normally 8. **Troubleshooting sync:** Publish a troubleshooting flow → action and solution nodes appear in library (decision nodes do not)