187 lines
7.4 KiB
Markdown
187 lines
7.4 KiB
Markdown
# Current State
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> **Purpose:** Quick-reference file showing exactly where the project stands.
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> **For Claude Code:** Read this first to understand what's done and what's next.
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> **Last Updated:** March 19, 2026
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---
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## Active Phase: Phase 4 - Enterprise & Growth Features (In Progress)
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---
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## What's Complete
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### Core Platform
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- FastAPI project structure with 35+ API endpoints
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- PostgreSQL database with Docker, 75+ Alembic migrations
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- User authentication (JWT, register, login, refresh, logout, invite codes)
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- Refresh token rotation with JTI-based revocation
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- Trees CRUD with full-text search (FTS index)
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- Sessions tracking with decisions, outcomes, and variables
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- Export API (Markdown, Text, HTML)
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- Role-based access control (super_admin, team_admin, engineer, viewer)
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- Production-ready logging with correlation IDs
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- 100+ integration tests
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- Rate limiting on auth endpoints (disabled in DEBUG)
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- Audit log table with JSONB details
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- Soft delete for trees with cascade cleanup
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### Frontend Core
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- React 19 + Vite + TypeScript + Tailwind CSS v4 (`@tailwindcss/vite`)
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- **Slate & Ice Design System** — Dark glassmorphism, ice-cyan gradient accents, glass-card system
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- **Brand fonts:** Bricolage Grotesque (headings), IBM Plex Sans (body), JetBrains Mono (labels)
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- Authentication UI (login, register, email verification)
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- Tree library/browsing page with grid/list/table views
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- Tree navigation interface (session player)
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- Session management with history and detail pages
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- **Tree Editor** — Form-based with visual preview, Zustand + immer + zundo (undo/redo)
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- **Markdown rendering** in session player and node editor
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- **Tree Organization** — Categories, tags (autocomplete), user folders (3-level hierarchy), filters
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- **RBAC & Permissions** — `usePermissions` hook, ProtectedRoute with role guards
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- **Session Scratchpad** — Floating overlay (Ctrl+/), auto-save, markdown preview
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- **Admin Panel** — 8 pages (dashboard, users, invite codes, audit logs, plan limits, feature flags, settings, categories)
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- **Session Quick Wins** — Timer, keyboard hints, repeat last, auto-recovery, copy step, delete tree
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- **Session Outcomes** — Outcome modal on completion, step timing tracking
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- **Session Sharing** — Share links, public/account views, MySharesPage
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- **Procedural Editor UX** — Section headers, collapsible advanced fields, URL intake, tag input
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- **Type-aware Routing** — Centralized `getTreeNavigatePath`/`getTreeEditorPath` helpers
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- **Account Management** — Profile settings, delete/leave/transfer, chat retention
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- **PostHog Analytics** — Event tracking, user identification, autocapture
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### FlowPilot AI System (Phases 1-3 Complete)
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**Phase 1 — AI Session Engine:**
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- FlowPilotEngine with multi-step guided troubleshooting
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- AI copilot panel + standalone assistant chat with RAG
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- Confidence-tiered model routing via `settings.get_model_for_action()`
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- Intake form with ticket/client fields, session pause/resume
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- AI-generated ticket summaries, outcome tracking
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**Phase 2 — PSA Integration & Escalation:**
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- ConnectWise PSA integration (ticket linking, note posting, member mapping)
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- PSA documentation auto-push with retry scheduler
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- Session pause/resume, mid-session ticket linking
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- Escalation handoff workflow with LLM-enhanced briefing package
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- Escalation pickup flow for senior engineers
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- PSA settings UI on IntegrationsPage
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- In-session script generator
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**Phase 3 — Knowledge Flywheel:**
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- AI session analysis → automatic flow proposal generation
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- FlowProposal model with review queue (approve, edit & publish, dismiss, reject)
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- Knowledge gap detection (weak options, high escalation domains)
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- FlowPilot analytics dashboard (metrics, confidence tiers, PSA stats, gaps)
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- APScheduler batch analysis job with `max_instances=1`
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- Auto-reinforcement for sessions matching existing flows
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### Phase 4 Slice 2 — Notification System (Just Completed)
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- NotificationConfig, NotificationLog, Notification models + migration
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- Multi-channel delivery: in-app, email (Resend), Slack webhooks, Teams webhooks
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- Notification service with event routing and fire-and-forget delivery
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- APScheduler retry job with exponential backoff (30s, 2m, 10m, max 3 retries)
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- 9 API endpoints (config CRUD + in-app notification management)
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- Wired into escalation, proposal approval, and knowledge flywheel events
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- Frontend: NotificationsPanel (bell icon + dropdown), NotificationSettings UI
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- Notifications tab on IntegrationsPage
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- Pydantic validation for event keys, cross-tenant protection
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### Security Hardening (Phases A-D Complete)
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- Registration role hardcoded to `engineer`
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- HTML export XSS fix (html.escape)
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- Secret key validator (rejects default when DEBUG=False)
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- Role CHECK constraint on users table
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- Tree access check on session start
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- Centralized permissions in `permissions.py`
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- `is_active` field on User model, enforced in auth
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- Admin user management endpoints (6 endpoints)
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- Password complexity validation (uppercase, lowercase, digit, min 10 chars)
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- Soft delete cascade cleanup (folder/tag junctions)
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- SQL wildcard escaping in tag search
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- PSA credentials encrypted at rest (Fernet)
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### Maintenance Flows
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- Batch session launch, saved target lists
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- APScheduler scheduling with croniter + pytz
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### Survey System
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- Public survey page, admin invite tracking
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- Response viewer with CSV export
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- Email-to-self, thank-you page
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- Admin read/unread/archive/delete management
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### Documentation
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- CLAUDE.md (comprehensive project context)
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- UI-DESIGN-SYSTEM.md, REBRAND-IMPLEMENTATION-GUIDE.md
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- ConnectWise API reference docs in `docs/connectwise/`
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- Feature specifications through Phase 4
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- Phase implementation plans in `docs/plans/`
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---
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## What's In Progress
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| Task | Status | Notes |
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|------|--------|-------|
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| Phase 4 Slice 1 — Public Templates Gallery | Not Started | SEO/lead-gen surface for flow templates |
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| Phase 4 Slice 3 — Session Export | Not Started | PDF (weasyprint), markdown, clipboard copy |
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| Phase 4 Slice 4 — Mobile/Responsive | Not Started | Tablet/phone polish for field technicians |
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| Phase 4 Slice 5 — Enterprise Readiness | Not Started | Custom branding, PSA stubs, SSO groundwork |
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---
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## What's Next (Priority Order)
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### Immediate (Phase 4 Remaining Slices)
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1. Public Templates Gallery (SEO, lead generation)
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2. Session Export (PDF, markdown, copy-to-clipboard)
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3. Mobile/Responsive polish
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4. Enterprise readiness (branding, rate limiting, SSO prep)
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### Soon (Phase 5)
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- Additional PSA integrations (Autotask/Kaseya)
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- PowerShell automation framework
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- Advanced analytics and reporting
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### Later
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- Enterprise SSO (SAML/OIDC)
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- White-label deployment
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- Marketplace for community flow templates
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---
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## Environment Quick Reference
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### Start Development
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```bash
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# Start PostgreSQL (Docker Compose)
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docker compose up -d
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# Backend (from backend/)
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source venv/bin/activate
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uvicorn app.main:app --reload
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# Frontend (from frontend/)
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npm run dev
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```
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### URLs
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- Frontend: http://192.168.0.9:5173
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- Backend API: http://192.168.0.9:8000
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- API Docs: http://192.168.0.9:8000/api/docs
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### Run Tests
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```bash
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cd backend && pytest --override-ini="addopts="
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```
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---
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## Blockers / Known Issues
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| Issue | Workaround | Status |
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|-------|------------|--------|
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| `analysis_status` has no CheckConstraint | Valid values documented in code comments | Low priority |
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| Review queue/analytics pages have no frontend role gate | Backend 403 protects data; UX could show message | Low priority |
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| Review queue capped at 50 with no pagination UI | Filters can narrow results | Low priority |
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