Files
resolutionflow/backend
Michael Chihlas 0c326d0616 feat(dashboard): replace checklist with next-step card + unified list
Phase 2 Task 41 — Dashboard redesign.

Backend:
- Extend GET /users/onboarding-status with email_verified and shop_setup_done.
- tried_ai_assistant kept in payload for backward-compat during deploy.

Frontend:
- New NextStepCard: surfaces the highest-priority incomplete onboarding item
  with a primary CTA. Priority order: verify email > set up shop > run first
  FlowPilot session > connect PSA > invite teammate > pick a plan (gated on
  trial stage warning/urgent/expired). Returns null when all done OR
  onboarding_dismissed.
- New SetupChecklist: unified single list (no SOLO/TEAM bifurcation), drops
  the stale tried_ai_assistant / Script Builder item, surfaces "Pick a plan"
  when trial stage is warning or later.
- Mounted on QuickStartPage below the hero with a "Show all setup steps"
  toggle. The whole onboarding section auto-hides when there's nothing left
  to nudge on, so the dashboard goes back to clean once setup is done.
- Removed the orphaned OnboardingChecklist component (was defined but never
  mounted).
- New useOnboardingStatus hook so page + components share one fetch contract.

Tests:
- Backend: test_onboarding_status_includes_email_verified_and_shop_setup_done.
- Frontend (Vitest): 13 new tests across NextStepCard, SetupChecklist, and
  QuickStartPage covering priority ordering, dismissal, the SOLO/TEAM
  removal, the toggle reveal, and the trial-stage gate on Pick a plan.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 23:19:58 -04:00
..

Troubleshooting Decision Tree - Backend API

FastAPI backend for the Troubleshooting Decision Tree application.

Quick Start

1. Set up Python environment

cd backend
python -m venv venv

# Windows
venv\Scripts\activate

# macOS/Linux
source venv/bin/activate

pip install -r requirements.txt

2. Start PostgreSQL database

Using Docker:

docker-compose up -d

Or install PostgreSQL locally and create a database:

CREATE DATABASE decision_tree;

3. Configure environment

Copy the example env file and update as needed:

cp .env.example .env

4. Run database migrations

alembic upgrade head

5. Start the server

uvicorn app.main:app --reload --host 0.0.0.0 --port 8000

The API will be available at:

API Endpoints

Authentication

  • POST /api/v1/auth/register - Register new user
  • POST /api/v1/auth/login - Login (form data)
  • POST /api/v1/auth/login/json - Login (JSON body)
  • POST /api/v1/auth/refresh - Refresh token
  • GET /api/v1/auth/me - Get current user
  • POST /api/v1/auth/logout - Logout

Trees

  • GET /api/v1/trees - List all trees
  • GET /api/v1/trees/categories - List categories
  • GET /api/v1/trees/search?q=query - Search trees
  • GET /api/v1/trees/{id} - Get specific tree
  • POST /api/v1/trees - Create tree (engineer/admin)
  • PUT /api/v1/trees/{id} - Update tree (engineer/admin)
  • DELETE /api/v1/trees/{id} - Delete tree (admin)

Sessions

  • GET /api/v1/sessions - List user's sessions
  • GET /api/v1/sessions/{id} - Get specific session
  • POST /api/v1/sessions - Start new session
  • PUT /api/v1/sessions/{id} - Update session
  • POST /api/v1/sessions/{id}/complete - Complete session
  • POST /api/v1/sessions/{id}/export - Export session

Development

Create new migration

alembic revision --autogenerate -m "description"

Run migrations

alembic upgrade head

Rollback migration

alembic downgrade -1

Project Structure

backend/
├── alembic/              # Database migrations
│   └── versions/
├── app/
│   ├── api/
│   │   ├── endpoints/    # API route handlers
│   │   ├── deps.py       # Dependencies (auth, etc.)
│   │   └── router.py     # Main router
│   ├── core/
│   │   ├── config.py     # Settings
│   │   ├── database.py   # DB connection
│   │   └── security.py   # JWT, password hashing
│   ├── models/           # SQLAlchemy models
│   ├── schemas/          # Pydantic schemas
│   └── main.py           # FastAPI app
├── tests/
├── alembic.ini
├── docker-compose.yml
├── requirements.txt
└── README.md