resolutionflow/PROGRESS.md

Project Apoklisis - Development Progress

Last Updated: January 28, 2026 Current Phase: Phase 1a Backend API - COMPLETE & TESTED

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Project Overview

Building a troubleshooting decision tree web application for MSP engineers. The app allows creating, managing, and navigating through decision trees for common IT support scenarios.

Tech Stack:

• Backend: Python FastAPI + SQLAlchemy 2.0 (async) + PostgreSQL
• Frontend: React + Tailwind (not started)
• Hosting: Render (dev) / Railway Pro (production)

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Apoklisis Development Progress

📚 Reference: See CLAUDE-SETUP.md for available development tools and usage guidelines

Completed Work

Phase 1a: Backend API (COMPLETE)

All backend components have been created following 02-TECHNICAL-ARCHITECTURE.md exactly.

Project Structure Created

backend/
├── alembic/                    # Database migrations
│   ├── versions/
│   │   └── 001_initial_schema.py
│   ├── env.py
│   └── script.py.mako
├── app/
│   ├── api/
│   │   ├── endpoints/
│   │   │   ├── auth.py         # Authentication (register, login, refresh, logout)
│   │   │   ├── trees.py        # Trees CRUD + search
│   │   │   └── sessions.py     # Sessions + export (md, txt, html)
│   │   ├── deps.py             # Auth dependencies (get_current_user, role checks)
│   │   └── router.py           # Main API router
│   ├── core/
│   │   ├── config.py           # Settings via pydantic-settings
│   │   ├── database.py         # Async SQLAlchemy engine + session
│   │   └── security.py         # JWT creation/validation + bcrypt
│   ├── models/
│   │   ├── user.py             # User model (UUID, email, role, team_id)
│   │   ├── team.py             # Team model
│   │   ├── tree.py             # Tree model (JSONB tree_structure)
│   │   ├── session.py          # Session model (path tracking)
│   │   └── attachment.py       # Attachment model (file uploads)
│   ├── schemas/
│   │   ├── user.py             # User Pydantic schemas
│   │   ├── token.py            # JWT token schemas
│   │   ├── tree.py             # Tree request/response schemas
│   │   └── session.py          # Session schemas + export
│   └── main.py                 # FastAPI application entry point
├── alembic.ini
├── docker-compose.yml          # PostgreSQL 16 container
├── requirements.txt
├── .env.example
└── README.md

Database Schema (5 tables)

• users - User accounts with roles (admin, engineer, viewer)
• teams - Team groupings for users
• trees - Decision trees with JSONB structure, versioning, categories
• sessions - Troubleshooting sessions with path tracking
• attachments - File attachments for sessions

API Endpoints Implemented

Method	Endpoint	Description
POST	/api/v1/auth/register	User registration
POST	/api/v1/auth/login	Login (form data)
POST	/api/v1/auth/login/json	Login (JSON body)
POST	/api/v1/auth/refresh	Refresh access token
GET	/api/v1/auth/me	Get current user
POST	/api/v1/auth/logout	Logout (client-side)
GET	/api/v1/trees	List trees (paginated)
POST	/api/v1/trees	Create tree
GET	/api/v1/trees/categories	Get unique categories
GET	/api/v1/trees/search	Full-text search
GET	/api/v1/trees/{id}	Get tree by ID
PUT	/api/v1/trees/{id}	Update tree
DELETE	/api/v1/trees/{id}	Soft delete tree
GET	/api/v1/sessions	List user's sessions
POST	/api/v1/sessions	Start new session
GET	/api/v1/sessions/{id}	Get session
PUT	/api/v1/sessions/{id}	Update session (add decisions)
POST	/api/v1/sessions/{id}/complete	Mark session complete
POST	/api/v1/sessions/{id}/export	Export session (md/txt/html)

Key Technical Decisions

• UUIDs: All primary keys use PostgreSQL gen_random_uuid()
• JSONB: Tree structures and session paths stored as JSONB
• JWT Auth: 15-minute access tokens, 7-day refresh tokens
• Password Hashing: bcrypt with cost factor 12
• Full-text Search: PostgreSQL to_tsvector on tree name/description
• Soft Deletes: Trees use is_active flag (set to false on delete)
• Async: All database operations use async SQLAlchemy
• Timezone-Aware DateTime: All timestamps use DateTime(timezone=True) and UTC storage

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Recent Bug Fixes & Improvements (January 28, 2026)

DateTime Handling Fix ✅

Issue: Mixing timezone-aware and timezone-naive datetime objects caused Internal Server Errors in session completion and updates.

Resolution (Following FastAPI/SQLAlchemy 2026 best practices):

• Updated all SQLAlchemy models to use DateTime(timezone=True)
• Changed all default datetime factories to lambda: datetime.now(timezone.utc)
• Ensures all timestamps are timezone-aware and stored in UTC
• Affected models: User, Team, Tree, Session, Attachment

Production Logging System ✅

Added (Following 2026 FastAPI logging standards):

• Structured logging configuration with development/production modes
• Request correlation IDs for distributed tracing
• Log rotation (10MB files, 10 backups) for long-running applications
• Separate loggers for application, error, and access logs
• Request/response middleware with timing metrics

New files:

• backend/app/core/logging_config.py - Main logging configuration
• backend/app/core/middleware.py - Request logging and error capture middleware

Comprehensive Integration Tests ✅

Created full test suite with 29 integration tests (all passing):

• Test Framework: pytest 7.4.3 with pytest-asyncio 0.23.0
• Test Database: Separate PostgreSQL test database (apoklisis_test)
• Coverage: Auth, Trees, and Sessions endpoints
• Fixtures: Reusable test user, admin user, auth headers, and test tree fixtures

New test files:

• backend/tests/conftest.py - Test configuration and fixtures
• backend/tests/test_auth.py - Authentication endpoint tests (7 tests)
• backend/tests/test_trees.py - Tree CRUD and search tests (10 tests)
• backend/tests/test_sessions.py - Session workflow tests (12 tests)
• backend/pytest.ini - Pytest configuration with coverage
• backend/requirements-dev.txt - Development dependencies

Test Coverage:

• ✅ User registration and login flows (including role-based registration)
• ✅ JWT token generation and validation
• ✅ Tree CRUD operations (create, read, update, delete)
• ✅ Full-text tree search and category filtering
• ✅ Session lifecycle (create, update, complete)
• ✅ Session export in multiple formats (markdown, text, HTML)
• ✅ Authorization and permission checking (engineer and admin roles)

User Role Management Fix ✅

Issue: Registration endpoint was hardcoding all users as "engineer", preventing admin user creation in tests.

Resolution:

• Added role field to UserCreate schema with default="engineer"
• Updated registration endpoint to use user_data.role instead of hardcoding
• Enables proper role-based testing while maintaining secure defaults
• All 29 tests now pass successfully

API Testing Results

Automated testing confirmed:

• 18/18 endpoints fully functional
• All authentication flows working correctly
• Tree management complete (CRUD + search)
• Session workflows operational (with datetime fix)
• Export functionality validated (all 3 formats)

Updated Project Structure

backend/
├── alembic/                    # Database migrations
├── app/
│   ├── api/                    # API endpoints
│   ├── core/
│   │   ├── config.py
│   │   ├── database.py
│   │   ├── security.py
│   │   ├── logging_config.py   # NEW: Logging setup
│   │   └── middleware.py       # NEW: Request logging
│   ├── models/                 # UPDATED: All datetime fields fixed
│   ├── schemas/
│   └── main.py                 # UPDATED: Logging integration
├── tests/                      # NEW: Integration tests
│   ├── conftest.py
│   ├── test_auth.py
│   ├── test_trees.py
│   └── test_sessions.py
├── logs/                       # NEW: Log files (created at runtime)
├── pytest.ini                  # NEW: Test configuration
└── requirements-dev.txt        # NEW: Development dependencies

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How to Run the Backend

1. Start PostgreSQL:

   cd backend
   docker-compose up -d
   

2. Set up Python environment:

   python -m venv venv
   venv\Scripts\activate        # Windows
   # source venv/bin/activate   # Linux/Mac
   pip install -r requirements.txt
   

3. Configure environment:

   cp .env.example .env
   # Edit .env if needed (defaults work for local dev)
   

4. Run database migrations:

   alembic upgrade head
   

5. Start the development server:

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

6. Access API docs: http://localhost:8000/api/docs

How to Run Tests

1. Install development dependencies:

   pip install -r requirements-dev.txt
   

2. Create test database (one-time setup):

   # Connect to PostgreSQL
   psql -U postgres -h localhost
   
   # Create test database
   CREATE DATABASE apoklisis_test;
   \q
   

3. Run all tests with coverage:

   cd backend
   pytest
   

4. Run specific test file:

   pytest tests/test_auth.py
   

5. Run tests with verbose output:

   pytest -v
   

6. View coverage report:

   # HTML report will be in htmlcov/index.html
   open htmlcov/index.html  # Mac/Linux
   start htmlcov/index.html # Windows
   

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What's Next

Phase 1b: Pre-built Trees (Not Started)

• Create seed data script with 5 troubleshooting trees from TS-EXAMPLES.md:
  1. FSLogix Profile Issues
  2. Citrix VDA Registration
  3. File Share Access Problems
  4. AD Replication Issues
  5. Password Reset/Account Lockout

Phase 2: Frontend (Not Started)

• React application with Tailwind CSS
• Tree navigation interface
• Session management UI
• Admin panel for tree creation/editing

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Important Files to Reference

File	Purpose
02-TECHNICAL-ARCHITECTURE.md	Full technical spec (database schema, API endpoints)
05-QUESTIONS-AND-ACTION-ITEMS.md	Design decisions and priorities
TS-EXAMPLES.md	5 example troubleshooting trees to implement
backend/README.md	Backend setup instructions
backend/.env.example	Environment variable template

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Notes for Next Session

• ✅ Backend fully tested - all 18 endpoints working correctly
• ✅ Critical bugs fixed - DateTime handling, logging, error tracking, role management
• ✅ Integration tests - 29 tests with full coverage (all passing)
• ⏳ No seed data created yet - trees table is empty (Phase 1b)
• ⏳ Frontend work has not started (Phase 2)
• 📝 Single-user focus for MVP (team features are in schema but low priority)

Recommended Next Steps

1. Phase 1b: Create seed data script with 5 example trees from TS-EXAMPLES.md
2. Phase 2: Begin React frontend development with Tailwind CSS
3. Optional: Add more advanced logging (structured JSON logs for production)
4. Optional: Set up CI/CD pipeline with automated testing