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resolutionflow/CURRENT-STATE.md
chihlasm e89f067f78 docs: update CURRENT-STATE.md — Phase 5 Analytics Enhancement complete 
Tabbed analytics with coverage heatmap, flow quality scoring, PSA metrics
panel, flow usage tracking, and PSA activity logging all complete.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 00:23:00 +00:00

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# 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:** March 19, 2026
---
## Active Phase: Phase 5 - Analytics Enhancement (Complete)
---
## 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`)
- **Slate & Ice Design System** — Dark glassmorphism, ice-cyan gradient accents, glass-card system
- **Brand fonts:** Bricolage Grotesque (headings), IBM Plex Sans (body), JetBrains Mono (labels)
- 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
### 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)
### Maintenance Flows
- Batch session launch, saved target lists
- APScheduler scheduling with croniter + pytz
### 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
No active slices — Phase 5 complete.
---
## What's Next (Priority Order)
### Soon (Phase 6+)
- Full Autotask PSA implementation
- Full Halo PSA implementation
- Full SSO/SAML implementation (SAML + OIDC flows)
- Dedicated Insights dashboard (strategic metrics for team leads, separate from operational analytics)
- PowerShell automation framework
### Later
- 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 |
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