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:** February 2, 2026

---

## Active Phase: Phase 2.5 - Step Library Foundation (In Progress)

---

## What's Complete ✅

### Backend (100%)
- ✅ FastAPI project structure
- ✅ PostgreSQL database with Docker
- ✅ User authentication (JWT, register, login, refresh)
- ✅ Trees CRUD with full-text search
- ✅ Sessions tracking with decisions
- ✅ Export API (Markdown, Text, HTML)
- ✅ Role-based access control foundation
- ✅ Production-ready logging with correlation IDs
- ✅ 40+ integration tests
- ✅ DateTime timezone handling fixed

### Frontend (Phase 2 Complete)

- ✅ React + Vite + TypeScript + Tailwind setup
- ✅ Authentication UI (login, register)
- ✅ Basic layout and navigation
- ✅ Tree library/browsing page
- ✅ Tree navigation interface
- ✅ Session management
- ✅ Export functionality (download)
- ✅ Responsive design
- ✅ Error boundaries
- ✅ **Tree Editor** - Form-based with visual preview
  - ✅ Zustand store with immer (undo/redo via zundo)
  - ✅ Split-view layout (editor left, preview right)
  - ✅ Node CRUD (Decision, Action, Solution types)
  - ✅ NodePicker with type-grouped dropdown
  - ✅ Dynamic array fields (options, commands, steps)
  - ✅ Visual tree preview with solution indicators
  - ✅ Shared node detection (multiple sources → same target)
  - ✅ Modal with scrollable content, fixed header/footer
  - ✅ Markdown preview toggle in description fields
- ✅ **Markdown Rendering** - Session player and node editor
  - ✅ `react-markdown` package installed
  - ✅ `MarkdownContent` component created
  - ✅ Renders bold, italic, lists, code blocks, headers
- ✅ **User Preferences** - Settings page complete
  - ✅ Dark/light/system theme toggle
  - ✅ Default export format preference
  - ✅ Persisted in localStorage
  - ✅ Settings page at `/settings`
- ✅ **Tree Organization**
  - ✅ Categories (global + team-specific)
  - ✅ Tags with autocomplete
  - ✅ User folders with subfolder hierarchy (max 3 levels)
  - ✅ Right-click context menu for folder operations
  - ✅ Filter trees by category, tags, and folders
- ✅ **RBAC & Permissions**
  - ✅ Role hierarchy: super_admin > team_admin > engineer > viewer
  - ✅ Permission checks in frontend (`usePermissions` hook)
  - ✅ Protected routes with role guards
  - ✅ Permission-based UI hiding (edit/delete/create actions)
- ✅ **Session Scratchpad**
  - ✅ Floating overlay panel (Ctrl+/ to toggle)
  - ✅ Auto-save with debounce
  - ✅ Markdown preview
  - ✅ Included in session exports
- ✅ **Mobile Responsiveness**
  - ✅ Touch-friendly buttons and controls
  - ✅ Optimized layouts for small screens
  - ✅ Responsive navigation and forms
- ✅ **Design Consistency & Polish**
  - ✅ Micro-interactions and transitions
  - ✅ Global thin scrollbar styling
  - ✅ Consistent brand colors and fonts
  - ✅ Professional UI/UX polish

### Documentation

- ✅ Project overview and architecture docs
- ✅ Development roadmap through Phase 4
- ✅ Feature specifications (including Phase 2.5)
- ✅ CLAUDE.md for Claude Code context
- ✅ LESSONS-LEARNED.md for avoiding past mistakes
- ✅ REBRAND-IMPLEMENTATION-GUIDE.md
- ✅ Permissions audit design doc
- ✅ Comprehensive project review report
- ✅ Subscription tier architecture plan

---

## What's In Progress 🔄

| Task | Status | Notes |
|------|--------|-------|
| Step Library Frontend | In Progress | Backend complete, frontend UI pending |
| Custom Step Flow | In Progress | Integration with tree navigation |
| Tree Forking | Planning | Backend schema complete, UI pending |
| TypeScript strict mode | Warnings exist | tsconfig needs `strict: true` |
| Deployment | **Production** | Deployed on Railway at resolutionflow.com |

---

## What's Next (Priority Order)

### Immediate (Phase 2.5 Completion)

1. ✅ ~~Complete User Preferences~~ **COMPLETE** - Settings page with theme and export format
2. ✅ ~~Tree Organization~~ **COMPLETE** - Categories, tags, folders with hierarchy
3. ✅ ~~RBAC & Permissions~~ **COMPLETE** - Full permission system with role guards
4. ✅ ~~Session Scratchpad~~ **COMPLETE** - Floating overlay with auto-save
5. ✅ ~~Mobile Responsiveness~~ **COMPLETE** - Touch-friendly, responsive layouts
6. Step Library Frontend UI (browse, search, rate/review)
7. Custom Step Integration in tree navigation
8. Tree Forking UI and workflow

### Soon (Phase 3 Planning)

- File attachments for sessions
- Offline capability
- Client context system
- Advanced analytics dashboard

### Later (Phase 4)

- PSA integrations (ConnectWise, Kaseya)
- PowerShell automation framework
- Enterprise features (SSO, white-label)

---

## Key Files Reference

### Backend
```
backend/
├── app/
│   ├── main.py              # FastAPI entry point
│   ├── api/v1/endpoints/    # API route handlers
│   │   ├── auth.py
│   │   ├── trees.py
│   │   └── sessions.py
│   ├── models/              # SQLAlchemy models
│   ├── schemas/             # Pydantic schemas
│   └── core/
│       ├── config.py        # Settings
│       ├── security.py      # JWT handling
│       └── logging_config.py
├── alembic/                 # Database migrations
├── tests/                   # pytest tests
└── requirements.txt
```

### Frontend
```
frontend/
├── src/
│   ├── main.tsx            # Entry point
│   ├── App.tsx             # Router setup
│   ├── pages/              # Page components
│   │   └── TreeEditorPage.tsx
│   ├── components/
│   │   ├── common/         # Modal, etc.
│   │   ├── tree-editor/    # Tree Editor components
│   │   │   ├── TreeEditorLayout.tsx
│   │   │   ├── TreeMetadataForm.tsx
│   │   │   ├── NodeList.tsx
│   │   │   ├── NodeEditorModal.tsx
│   │   │   ├── NodeFormDecision.tsx
│   │   │   ├── NodeFormAction.tsx
│   │   │   ├── NodeFormResolution.tsx
│   │   │   ├── DynamicArrayField.tsx
│   │   │   └── NodePicker.tsx
│   │   └── tree-preview/   # Visual preview
│   │       ├── TreePreviewPanel.tsx
│   │       └── TreePreviewNode.tsx
│   ├── store/
│   │   ├── authStore.ts
│   │   └── treeEditorStore.ts  # Zustand + immer + zundo
│   ├── contexts/           # React contexts (auth)
│   ├── hooks/              # Custom hooks
│   └── api/                # API client
├── tailwind.config.js
└── tsconfig.json
```

### Documentation
```
patherly/
├── CLAUDE-SETUP.md         # Full context for Claude Code
├── CURRENT-STATE.md        # This file - quick status
├── LESSONS-LEARNED.md      # Bugs and fixes reference
├── 01-PROJECT-OVERVIEW.md
├── 02-TECHNICAL-ARCHITECTURE.md
├── 03-DEVELOPMENT-ROADMAP.md
├── 04-FEATURE-SPECIFICATIONS.md
└── PHASE-2.5-PERSONAL-BRANCHING.md  # Detailed Phase 2.5 spec
```

---

## Environment Quick Reference

### Start Development
```powershell
# Terminal 1: Database
docker start patherly_postgres

# Terminal 2: Backend
cd C:\Dev\Projects\patherly\backend
.\venv\Scripts\activate
uvicorn app.main:app --reload

# Terminal 3: Frontend
cd C:\Dev\Projects\patherly\frontend
npm run dev
```

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

### Run Tests
```powershell
cd C:\Dev\Projects\patherly\backend
.\venv\Scripts\activate
pytest
```

---

## Recent Changes (Feb 5-6, 2026)

1. **Mobile Responsiveness & Design Polish** (commit `90ff250`):
   - Touch-friendly buttons and controls throughout the app
   - Responsive layouts optimized for small screens
   - Micro-interactions and smooth transitions
   - Global thin scrollbar styling (6px, theme-aware)
   - Consistent brand colors and professional UI polish
2. **Security Hardening** (Phases A-D complete):
   - Registration role field removed (hardcoded to engineer)
   - HTML export XSS fixes (all content escaped)
   - Secret key validation (rejects default in production)
   - Tree access checks on session start
   - Refresh token rotation with JTI-based revocation
   - Rate limiting on auth endpoints
   - Password complexity validation
   - Soft delete cascade cleanup
   - SQL wildcard escaping in tag search
3. **Permissions & RBAC** (commits `34daa26`, `71ba0b9`, `3e0fb92`):
   - Complete role hierarchy (super_admin > team_admin > engineer > viewer)
   - Frontend `usePermissions` hook for permission checks
   - Protected routes with role-based guards
   - Permission-based UI hiding (edit/delete/create actions)
   - Audit log table with JSONB details
   - Soft delete for trees with `deleted_at` timestamp
   - Super admin bypass in tree list filter
4. **Session Scratchpad** (commit `2733a00`):
   - Refactored to floating overlay panel (420px wide, 55vh tall)
   - Ctrl+/ keyboard shortcut to toggle
   - Auto-save with 1s debounce
   - Markdown preview support
   - Included in session exports (markdown, text, HTML)
5. **Step Library Foundation** (Issues #5, #6, #7):
   - Step categories table with 10 seeded categories
   - Full step library schema (steps, ratings, usage log)
   - Complete CRUD API at `/api/v1/steps`
   - Full-text search and popular tags endpoints
   - Rating/review system with verified use tracking

## Previous Changes (Jan 29, 2026)

1. **Comprehensive Seed Script** (`backend/scripts/seed_trees.py`):
   - 7 complete troubleshooting decision trees with 10-20+ nodes each
   - **Tier 1 (Help Desk)**: Password Reset, Outlook/Email, VPN Connection, Printer Problems
   - **Tier 2 (Desktop Support)**: Slow Computer, Network Connectivity
   - **Tier 3 (Systems)**: File Share Access Problems
   - Real PowerShell commands in action nodes
   - Professional ticket documentation in solution nodes
2. **Markdown Rendering** in Session Player and Node Editor:
   - Installed `react-markdown` package
   - Created `MarkdownContent` component (`frontend/src/components/ui/MarkdownContent.tsx`)
   - Updated `TreeNavigationPage.tsx` to render descriptions with markdown
   - Added markdown preview toggle in `NodeFormAction.tsx` and `NodeFormResolution.tsx`
   - Supports: bold, italic, lists, code blocks, headers, blockquotes
3. Updated LESSONS-LEARNED.md with:
   - httpx installation requirement for seed scripts
   - Email validation rejecting `.local` TLD (RFC 6761)

## Previous Changes (Jan 28, 2026)

1. Fixed DateTime timezone bugs in all models
2. Added production logging system
3. Created 40+ integration tests
4. Added Phase 2.5 specifications (Personal Branching, Step Library)
5. Added User Preferences to MVP scope
6. Created LESSONS-LEARNED.md
7. Created CURRENT-STATE.md (this file)
8. **Tree Editor Implementation**:
   - Zustand store with immer middleware and zundo for undo/redo
   - Form-based node editing with type-specific forms
   - NodePicker dropdown grouped by node type (Decision/Action/Solution)
   - Visual tree preview with recursive rendering
   - Solution connection indicators (green checkmark badges)
   - Shared node detection showing when multiple nodes link to same target
   - Modal component with scrollable body, fixed header/footer

---

## Blockers / Known Issues

| Issue | Workaround | Status |
|-------|------------|--------|
| pytest-asyncio version conflict | Use 0.24.0 | Documented |
| No local psql on Windows | Use `docker exec` | Documented |

---

## Session Handoff Notes

*Update this section at the end of each coding session:*

**Last Session (Feb 5-6, 2026):**
- Updated CURRENT-STATE.md to reflect Phase 2.5 progress
- All Phase 2 items complete (Tree Editor, RBAC, Permissions, UI polish)
- Step Library backend complete (schema, API, search, ratings)
- Mobile responsiveness and design consistency complete
- Security hardening (Phases A-D) complete
- Next: Step Library frontend UI, custom step flow integration, tree forking UI

**Previous Session (Feb 2-5, 2026):**
- Mobile responsiveness improvements (touch-friendly, responsive layouts)
- Security hardening phases A-D (permissions, token rotation, validation)
- RBAC system with audit logs and soft delete
- Session scratchpad refactored to floating overlay
- Global thin scrollbar styling
- Documentation updates (project review, subscription tiers)