resolutionflow/CURRENT-STATE.md

# Current State

> **Purpose:** Quick-reference file showing exactly where the project stands.
> **For Claude Code:** Read this first to understand what's done and what's next.
> **Last Updated:** May 7, 2026

---

## Active Phase: Go-to-Market Validation (Pre-PMF) — Self-serve cutover (Phase O) in flight

Self-serve signup backend (Phase 1) and frontend (Phase 2) are merged. Cutover (Phase O) is gated on manual ops: live-mode Stripe Dashboard config, Railway prod env vars, internal validation pass against prod test mode, then the public flag flip. Plan: `docs/superpowers/plans/2026-05-06-self-serve-signup-phase-2-frontend-cutover.md`.

---

## Recently shipped (post-0.1.0.0)

- **2026-05-07 — PR #164 (open)** Plan taxonomy reconciliation + `INTERNAL_TESTER_EMAILS` allowlist. Marketing surface (PricingPage, Stripe products) used `Starter / Pro / Enterprise` while backend was on `free / pro / team`, leaving `plan_billing` unseeded and `BillingPlan` schema accepting a literal that violated the FK. Migration `4ce3e594cb87`: rename `team` → `enterprise` in `plan_limits`, add `starter` row (caps interpolated between free and pro: `max_trees=10`, `sessions=75`, `ai=15/mo`), defensive update of any subscriptions on the `team` slug. Code rename across schemas, `Subscription` paid-plan checks, admin endpoints, and frontend `useSubscription`. Resource visibility (`Tree.visibility='team'`, `StepLibrary.visibility='team'`) is a separate domain and intentionally untouched. New `backend/scripts/sync_stripe_plan_ids.py` — idempotent upsert of `plan_billing` rows from Stripe products by exact name match, picks active monthly recurring price, leaves annual fields NULL by design. Test-mode `plan_billing` populated for all 3 tiers in dev. Phase O Task 46 allowlist: `INTERNAL_TESTER_EMAILS` env var (comma-separated) bypasses `SELF_SERVE_ENABLED=false` for specific authenticated users — `Settings.is_self_serve_active_for(email)` centralizes the check; `/config/public` returns `self_serve_enabled=true` for allowlisted authenticated callers; `/auth/register` allows allowlisted emails to register without invite code. New `get_current_user_optional` dep for endpoints that work both anonymous and authed.

- **2026-05-06 — PR #163** Seed test users marked email-verified. Fixed seeded users showing the email verification banner in dev/test, blocking flows that gate on `email_verified=True`. Squash-merged into main as `dad5e1f`.

- **2026-05-06 — PR #162** Self-serve signup Phase 2 (frontend cutover). 18 commits across Tasks 27–44 of the Phase 2 plan: backend remainders + frontend billing foundation + auth surfaces (OAuth + accept-invite + verify-email) + welcome wizard + dashboard redesign (TrialPill, NextStepCard, unified checklist) + public surfaces (`/pricing`, `/contact-sales`) + beta-signup deprecation. Single alembic head `c6cbfc534fad` (no new migrations in Phase 2). Squash-merged as `f1be3ab`.

- **2026-05-?? — PR #161** Self-serve signup backend (Phase 1). `plan_billing` sibling table for Stripe + catalog metadata, `sales_leads` and `stripe_events` tables, `complimentary` status with `has_pro_entitlement`, `BillingService.start_trial` wired into `/auth/register`, `/billing/checkout-session`, Stripe webhook handler with idempotency via `stripe_events`, Google + Microsoft OAuth callbacks with `oauth_identities` linking, `require_verified_email_after_grace` + `require_active_subscription` guards, bulk-create + soft-revoke invite endpoints, account-invite email-match enforcement, pilot complimentary backfill, `accounts.team_size_bucket` + `primary_psa` for wizard. Squash-merged as `f918b76`.

- **2026-05-02 — PR #159** In-product User Guides rewrite to Diátaxis how-tos. Replaced 15 feature-dump guides with 43 problem-oriented how-tos grouped under 10 categories. Dropped Maintenance Flows / AI Assistant / Flow Assist Sparkles guides (UI no longer exists). Renamed Step Library → Solutions Library. Authored 14 net-new how-tos for FlowPilot-era surfaces (tasklane keyboard flow, what-we-know, resolve, escalate, record-fix-outcome, post-docs-to-ticket, share-update, pause-and-leave, build-script-from-scratch, open-suggested-flow, pin-a-flow, invite-teammate, etc.). Schema additions: `category`, optional `relatedSlugs`. Browser-verified against engineer + owner login.

- **2026-05-?? — PR #160** Post-PR-159 UI cleanup — sidebar IA + account redesign. Squash-merged as `a8b22cf`.

- **2026-05-01 — PR #158** Session-screen UX impeccable pass + tasklane keyboard flow. Heuristic score 24/40 → 33/40 across five sub-passes (distill, quieter, layout, typeset, polish). Removed duplicate "Suggested checks" chip strip → TaskLane is the single source of truth; added inline `Next steps · N pending` cue on the latest action-bearing AI bubble; consolidated session header to Resolve + Escalate + ⋯ kebab; centered messages column to match composer; dropped all banned decorations (side stripes, gradient surfaces, backdrop blur, accent borderTop) for a single decoration channel per surface; unified 14 text sizes into a 5-step scale. TaskLane keyboard flow: Enter submits + auto-advances, Shift+Enter newline, Esc cancel, focus jumps to Send after the last task. Banner ↔ script-panel are now linked (collapse hides both, any outcome closes both). WhatWeKnow section is collapsible with `sessionStorage` memory + auto-collapse-at-5-facts. Side fix: ParameterizationPreview no longer over-highlights short parameter values (word-boundary check). Two backlog entries logged in `.ai/TODO.md`: ConcludeSessionModal multi-select and `bg-card-hover` Tailwind drift in CommandPalette.
- **2026-05-01 — PR #156** Suggested-fix "Awaiting verification" outcome. Engineers can now park a fix in `applied_pending` (waiting on client power-cycle, AD replication, license sync, etc.) instead of forcing a synchronous worked/didn't/partial verdict. PendingBanner with worked / didn't / update reason / dismiss; nudge "Still checking" records pending with a reason; page-level Resolve auto-patches pending → success before the resolution flow opens; page-level Escalate intercepts pending. Migration `c0f3a4b7e91d` (`pending_reason` column + status CHECK constraint).
- **2026-04-30 — PR #155** Escalation Mode wedge. Magic-moment handoff-context screen for senior pickup, live SSE escalation arrivals, post-claim time-to-first-action metric (`GET /analytics/flowpilot/escalations`), atomic role-gated claim with conflict resolution, queue self-exclusion, chat ownership extended to claimed sessions. The wedge for the first paying-customer push.

---

## What's Complete

### Core Platform
- FastAPI project structure with 35+ API endpoints
- PostgreSQL database with Docker, 75+ Alembic migrations
- User authentication (JWT, register, login, refresh, logout, invite codes)
- Refresh token rotation with JTI-based revocation
- Trees CRUD with full-text search (FTS index)
- Sessions tracking with decisions, outcomes, and variables
- Export API (Markdown, Text, HTML)
- Role-based access control (super_admin, team_admin, engineer, viewer)
- Production-ready logging with correlation IDs
- 100+ integration tests
- Rate limiting on auth endpoints (disabled in DEBUG)
- Audit log table with JSONB details
- Soft delete for trees with cascade cleanup

### Frontend Core
- React 19 + Vite + TypeScript + Tailwind CSS v4 (`@tailwindcss/vite`)
- **Charcoal Design System** — Flat, high-contrast dark theme (Sentry/PostHog-inspired), charcoal palette with sidebar-darkest approach
- **Brand fonts:** Bricolage Grotesque (headings), IBM Plex Sans (body), JetBrains Mono (code)
- Authentication UI (login, register, email verification)
- Tree library/browsing page with grid/list/table views
- Tree navigation interface (session player)
- Session management with history and detail pages
- **Tree Editor** — Form-based with visual preview, Zustand + immer + zundo (undo/redo)
- **Markdown rendering** in session player and node editor
- **Tree Organization** — Categories, tags (autocomplete), user folders (3-level hierarchy), filters
- **RBAC & Permissions** — `usePermissions` hook, ProtectedRoute with role guards
- **Session Scratchpad** — Floating overlay (Ctrl+/), auto-save, markdown preview
- **Admin Panel** — 8 pages (dashboard, users, invite codes, audit logs, plan limits, feature flags, settings, categories)
- **Session Quick Wins** — Timer, keyboard hints, repeat last, auto-recovery, copy step, delete tree
- **Session Outcomes** — Outcome modal on completion, step timing tracking
- **Session Sharing** — Share links, public/account views, MySharesPage
- **Procedural Editor UX** — Section headers, collapsible advanced fields, URL intake, tag input
- **Type-aware Routing** — Centralized `getTreeNavigatePath`/`getTreeEditorPath` helpers
- **Account Management** — Profile settings, delete/leave/transfer, chat retention
- **PostHog Analytics** — Event tracking, user identification, autocapture

### FlowPilot AI System (Phases 1-3 Complete)

**Phase 1 — AI Session Engine:**
- FlowPilotEngine with multi-step guided troubleshooting
- AI copilot panel + standalone assistant chat with RAG
- Confidence-tiered model routing via `settings.get_model_for_action()`
- Intake form with ticket/client fields, session pause/resume
- AI-generated ticket summaries, outcome tracking

**Phase 2 — PSA Integration & Escalation:**
- ConnectWise PSA integration (ticket linking, note posting, member mapping)
- PSA documentation auto-push with retry scheduler
- Session pause/resume, mid-session ticket linking
- Escalation handoff workflow with LLM-enhanced briefing package
- Escalation pickup flow for senior engineers
- PSA settings UI on IntegrationsPage
- In-session script generator

**Phase 3 — Knowledge Flywheel:**
- AI session analysis → automatic flow proposal generation
- FlowProposal model with review queue (approve, edit & publish, dismiss, reject)
- Knowledge gap detection (weak options, high escalation domains)
- FlowPilot analytics dashboard (metrics, confidence tiers, PSA stats, gaps)
- APScheduler batch analysis job with `max_instances=1`
- Auto-reinforcement for sessions matching existing flows

### Phase 4 — Enterprise & Growth Features (All Slices Complete)

**Slice 1 — Public Templates Gallery:**
- Public API endpoints (no auth): gallery listing, flow/script detail, categories, search
- `is_gallery_featured` and `gallery_sort_order` columns on trees and script_templates
- IP-based rate limiting (30/min), tree structure truncated to 3 levels (signup wall)
- Public `/templates` page with hero, search, category filters, responsive card grid
- Detail modal with tree preview or parameter list + signup CTA
- Admin gallery curation page (feature toggle, sort order)
- 25 backend tests

**Slice 2 — Notification System:**
- NotificationConfig, NotificationLog, Notification models + migration
- Multi-channel delivery: in-app, email (Resend), Slack webhooks, Teams webhooks
- Notification service with event routing and fire-and-forget delivery
- APScheduler retry job with exponential backoff (30s, 2m, 10m, max 3 retries)
- 9 API endpoints (config CRUD + in-app notification management)
- Wired into escalation, proposal approval, and knowledge flywheel events
- Frontend: NotificationsPanel (bell icon + dropdown), NotificationSettings UI

**Slice 3 — Session Export (Polish):**
- 5-format export already existed (markdown, text, HTML, PSA, PDF via WeasyPrint)
- Added "Generated with ResolutionFlow" branding footer to all 5 formats
- Fixed PDF template conditional that was hiding branding
- Added spinner for PDF generation loading state

**Slice 4 — Mobile/Responsive:**
- Responsive audit pass across 11 FlowPilot and analytics components
- FlowPilotSession: collapsible mobile sidebar, single-column layout on mobile
- Action bars: full-width stacked buttons on mobile, 44px touch targets
- Modals: full-width slide-up pattern on mobile
- ReviewQueuePage: stacked panels on mobile
- Analytics: single-column chart stack on mobile

**Slice 5 — Enterprise Readiness:**
- Custom branding: logo URL, primary accent color, company name (owner-only)
- CSS variable overrides applied in app shell for accent color
- Branding settings page under Account Settings
- Autotask PSA and Halo PSA stub providers (Coming Soon badges in UI)
- SSO/SAML groundwork: sso_enabled, sso_provider, sso_config columns on Account
- SSO stub service with interface methods
- "Contact us to enable SSO" section in Account Settings

### Phase 5 — Analytics Enhancement (Complete)

- Tabbed analytics page: Overview, Coverage, Flow Quality, PSA
- Coverage heatmap: domain grid with color-coded cells (resolution/escalation/guided rates, flow count)
- Domain-to-flow mapping via category cross-reference
- Flow quality scoring endpoint: quality_score = (success_rate * 0.5) + (guided_rate * 0.3) + (recency * 0.2)
- Flow quality table: sortable, top performers (emerald), needs attention (rose), mini score bars
- Flow usage tracking: usage_count, success_rate, last_matched_at wired into session matching + resolution
- PSA activity logging: psa_activity_logs table, wired into documentation push service
- Enhanced PSA metrics: time entries, hours logged, push success funnel, daily trend chart
- 13 new backend tests for coverage and flow quality endpoints

### Search & Recall + Evidence-Rich Sessions (Complete)

**Evidence:**
- Railway Object Storage (S3-compatible) integration via boto3
- file_uploads model with upload/download/list/delete API endpoints
- RichTextInput component: clipboard paste (Ctrl+V) and drag-and-drop for images
- Wired into FlowPilot intake, free-text responses, and escalation modal
- Evidence included in all 5 export formats (markdown, text, HTML, PSA, PDF)
- 15 backend tests for upload endpoints

**Search:**
- Structured filters on AI sessions: problem_domain, matched_flow, confidence_tier, ticket_id, date range
- Filter bar UI on Session History page (AI Sessions tab)
- PostgreSQL full-text search via generated tsvector column + GIN index on ai_sessions
- Command Palette extended with AI session search results
- Voyage AI semantic embeddings on ai_session_embeddings table (pgvector cosine similarity)
- Similar sessions endpoint: GET /ai-sessions/{id}/similar
- Similar Sessions sidebar component in FlowPilot session view

### Security Hardening (Phases A-D Complete)
- Registration role hardcoded to `engineer`
- HTML export XSS fix (html.escape)
- Secret key validator (rejects default when DEBUG=False)
- Role CHECK constraint on users table
- Tree access check on session start
- Centralized permissions in `permissions.py`
- `is_active` field on User model, enforced in auth
- Admin user management endpoints (6 endpoints)
- Password complexity validation (uppercase, lowercase, digit, min 10 chars)
- Soft delete cascade cleanup (folder/tag junctions)
- SQL wildcard escaping in tag search
- PSA credentials encrypted at rest (Fernet)

### Tenant Isolation (Phases 1-4 Complete)
- PostgreSQL RLS enabled across tenant-scoped tables in phased rollout
- `account_id` propagation completed across core content, sessions, analytics, notifications, shares, and remaining Phase 4 tables
- Global platform tables correctly excluded from tenant RLS where they have no `account_id` (`script_categories`, `platform_steps`, `template_trees`)
- Runtime bootstrap paths updated to use BYPASSRLS/admin sessions where needed (auth/user mutations, startup service account, background jobs, seed scripts)
- Preview Railway backend and frontend deployments green for PR 136 after the Phase 4 fixes

### Copilot-First Dashboard (March 2026)

- Redesigned dashboard as FlowPilot copilot launchpad (ChatGPT-style input)
- Chat-style input with paste images, drag-drop files, attach button, paste logs
- Suggestion chips for common troubleshooting scenarios
- Simplified sidebar: icon rail with Home, History, Flows, Scripts, Data sections
- Amber "New Session" button in sidebar
- Unified Command Palette (Cmd+K) — merged QuickLaunch into omnibar
- "Solutions Library" rename (from "Step Library") site-wide
- Maintenance flows hidden from UI for pilot (backend still supports them)
- Landing page copy rewrite: "Resolve tickets faster. Notes write themselves."
- Spring bounce hover animation on dashboard cards
- Charcoal color palette: sidebar `#10121a`, page `#1a1c23`, cards `#22252e`

### Maintenance Flows (Hidden from UI)

- Batch session launch, saved target lists
- APScheduler scheduling with croniter + pytz
- Backend fully functional; removed from sidebar, create dropdown, and filter tabs for GTM pilot

### Survey System
- Public survey page, admin invite tracking
- Response viewer with CSV export
- Email-to-self, thank-you page
- Admin read/unread/archive/delete management

### Documentation
- CLAUDE.md (comprehensive project context)
- UI-DESIGN-SYSTEM.md, REBRAND-IMPLEMENTATION-GUIDE.md
- ConnectWise API reference docs in `docs/connectwise/`
- Feature specifications through Phase 4
- Phase implementation plans in `docs/plans/`

---

## What's In Progress

- **Self-serve cutover (Phase O):** PR #164 (open) closes the last code blockers — taxonomy reconciliation + `INTERNAL_TESTER_EMAILS` allowlist. After merge, remaining work is purely manual ops: live-mode Stripe Dashboard config, Railway prod env vars, internal validation pass with Andrea Henry + 2-3 external Directors of Onboarding, then `SELF_SERVE_ENABLED=true` flip with frontend redeploy.
- **Stripe live-mode setup:** Test-mode is fully wired (3 products, monthly prices for Starter/Pro, Enterprise sales-led, `plan_billing` seeded via `sync_stripe_plan_ids.py`). Live mode requires manual Dashboard config — same script handles seeding live IDs.
- **GTM Validation:** Shadow & Ship — founder uses product for real MSP tickets daily, then hands logins to 5 colleagues.
- **Solutions Library spec:** Written at `docs/plans/2026-03-23-solutions-library-design.md`, implementation deferred to post-pilot.

---

## What's Next (Priority Order)

### Phase O Cutover (Weeks 0-1)

- Merge PR #164
- Stripe Dashboard live-mode setup (Products + Prices for Starter/Pro, no Prices on Enterprise, Customer Portal config, webhook endpoint with 5 events)
- Railway prod env vars (`sk_live_*`, `whsec_*`, `INTERNAL_TESTER_EMAILS`, prod Google + Microsoft OAuth credentials, `OAUTH_REDIRECT_BASE`)
- Run `sync_stripe_plan_ids.py` against prod backend; verify `plan_billing` has `sk_live_*` price IDs
- Internal validation pass (9 scenarios from Phase O Task 46 plan)
- Email pilots about complimentary status, flip `SELF_SERVE_ENABLED=true` (frontend redeploy required for `VITE_SELF_SERVE_ENABLED`)
- PostHog dashboards + Sentry alert at >1/hour Stripe webhook errors

### Pilot Phase (Weeks 1-2)

- Founder dogfooding: use ResolutionFlow for real MSP tickets daily
- 3 calls with external Directors of Onboarding to validate the documentation-builder thesis (cold pitch, no friendly contacts)
- Collect feedback on copilot-first experience and self-serve onboarding flow
- Fix issues discovered during real usage

### Post-Pilot (Weeks 3-4)

- Solutions Library implementation (saved resolutions + RAG + dedup + confidence scoring)
- Landing page design polish based on pilot feedback
- Dedicated Insights dashboard (strategic metrics for team leads)

### Later (Phase 6+)

- Full Autotask PSA implementation
- Full Halo PSA implementation
- Full SSO/SAML implementation (SAML + OIDC flows)
- PowerShell automation framework
- White-label deployment
- Marketplace for community flow templates
- Native mobile app (React Native or PWA)

---

## Environment Quick Reference

### Start Development
```bash
# Start PostgreSQL (Docker Compose)
docker compose up -d

# Backend (from backend/)
source venv/bin/activate
uvicorn app.main:app --reload

# Frontend (from frontend/)
npm run dev
```

### URLs
- Frontend: http://192.168.0.9:5173
- Backend API: http://192.168.0.9:8000
- API Docs: http://192.168.0.9:8000/api/docs

### Run Tests
```bash
cd backend && pytest --override-ini="addopts="
```

---

## Blockers / Known Issues

| Issue | Workaround | Status |
|-------|------------|--------|
| `analysis_status` has no CheckConstraint | Valid values documented in code comments | Low priority |
| Review queue/analytics pages have no frontend role gate | Backend 403 protects data; UX could show message | Low priority |
| Review queue capped at 50 with no pagination UI | Filters can narrow results | Low priority |