resolutionflow/docs/plans/2026-02-04-complete-rebrand.md

Complete Rebrand: Patherly → ResolutionFlow

For Claude: REQUIRED SUB-SKILL: Use superpowers:executing-plans to implement this plan task-by-task.

Goal: Replace every remaining "Patherly" reference in the codebase with "ResolutionFlow" so the brand is consistent across frontend, backend, docs, and comments.

Architecture: The frontend rebrand is already complete (PR #26). This plan covers the backend (config, API metadata, log messages, model docstrings, seed scripts), the root README, and CLAUDE.md. No database schema changes — the database name patherly and Docker container patherly_postgres stay as-is (infrastructure identifiers, not user-facing brand).

Tech Stack: Python/FastAPI backend, Markdown docs

---

Scope Summary

Area	Files	Type of Change
Backend config	config.py	APP_NAME value
Backend API	main.py	OpenAPI metadata, log messages, root endpoint
Backend models	user.py, category.py, step_category.py	Docstring/comment text
Seed scripts	seed_data.py, seed_trees.py	Comments and print output
Root docs	README.md	Full rewrite of heading and tagline
Project context	CLAUDE.md	Update branding table and env var example

NOT changed (infrastructure identifiers):

• Database name patherly, Docker container patherly_postgres
• Repository directory name patherly/
• Production URLs app.patherly.com / api.patherly.com
• Railway service name patherly
• File paths like C:\Dev\Projects\patherly

---

Task 1: Backend Config — APP_NAME

Files:

• Modify: backend/app/core/config.py:8

Step 1: Update APP_NAME

Change line 8 from:

APP_NAME: str = "Patherly"

to:

APP_NAME: str = "ResolutionFlow"

Step 2: Verify no other references in config.py

Search config.py for "Patherly" — should return 0 matches after the edit.

---

Task 2: Backend API — main.py

Files:

• Modify: backend/app/main.py:21,28,33,47,74

Step 1: Update startup log (line 21)

# FROM:
logger.info("Starting Patherly API server...")
# TO:
logger.info("Starting ResolutionFlow API server...")

Step 2: Update shutdown log (line 28)

# FROM:
logger.info("Shutting down Patherly API server...")
# TO:
logger.info("Shutting down ResolutionFlow API server...")

Step 3: Update OpenAPI description (line 33)

# FROM:
description="Patherly - Take the path MOST traveled. Guided troubleshooting with automatic documentation.",
# TO:
description="ResolutionFlow - Take the path MOST traveled. Guided troubleshooting with automatic documentation.",

Step 4: Update CORS comment (line 47)

# FROM:
# PLUS the explicit allowed_origins list (for custom domains like app.patherly.com)
# TO:
# PLUS the explicit allowed_origins list (for custom domains like app.resolutionflow.com)

Note: The actual CORS origin values in config.py are correct as-is (they use the real domain). This is just a comment.

Step 5: Update root endpoint response (line 74)

# FROM:
"message": "Patherly API",
# TO:
"message": "ResolutionFlow API",

Step 6: Run backend tests

Run: cd backend && python -m pytest -x -q Expected: All tests pass (no test references "Patherly" in assertions)

Step 7: Commit

git add backend/app/core/config.py backend/app/main.py
git commit -m "feat: Rebrand backend config and API metadata to ResolutionFlow"

---

Task 3: Backend Model Docstrings

Files:

• Modify: backend/app/models/user.py:53
• Modify: backend/app/models/category.py:19
• Modify: backend/app/models/step_category.py:18

Step 1: Update user.py docstring (line 53)

# FROM:
"""Returns True if user is a global (Patherly) admin."""
# TO:
"""Returns True if user is a global (ResolutionFlow) admin."""

Step 2: Update category.py docstring (line 19)

# FROM:
- Global (team_id=NULL): Created by Patherly admins, visible to all
# TO:
- Global (team_id=NULL): Created by ResolutionFlow admins, visible to all

Step 3: Update step_category.py docstring (line 18)

# FROM:
- Global (team_id=NULL): Created by Patherly admins, visible to all
# TO:
- Global (team_id=NULL): Created by ResolutionFlow admins, visible to all

Step 4: Commit

git add backend/app/models/user.py backend/app/models/category.py backend/app/models/step_category.py
git commit -m "docs: Update backend model docstrings from Patherly to ResolutionFlow"

---

Task 4: Seed Scripts

Files:

• Modify: backend/scripts/seed_data.py:3,409,461
• Modify: backend/scripts/seed_trees.py:5,3437

Step 1: Update seed_data.py docstring (line 3)

# FROM:
Seed data script for Patherly decision trees.
# TO:
Seed data script for ResolutionFlow decision trees.

Step 2: Update seed_data.py print output (line 409)

# FROM:
print("\n[*] Patherly Database Seeder")
# TO:
print("\n[*] ResolutionFlow Database Seeder")

Step 3: Update seed_data.py argparse description (line 461)

# FROM:
parser = argparse.ArgumentParser(description="Seed the Patherly database with example trees")
# TO:
parser = argparse.ArgumentParser(description="Seed the ResolutionFlow database with example trees")

Step 4: Update seed_trees.py docstring (line 5)

# FROM:
This script populates Patherly with realistic troubleshooting decision trees
# TO:
This script populates ResolutionFlow with realistic troubleshooting decision trees

Step 5: Update seed_trees.py argparse description (line 3437)

# FROM:
description="Seed the Patherly database with MSP/SMB troubleshooting trees"
# TO:
description="Seed the ResolutionFlow database with MSP/SMB troubleshooting trees"

Step 6: Commit

git add backend/scripts/seed_data.py backend/scripts/seed_trees.py
git commit -m "docs: Update seed script references from Patherly to ResolutionFlow"

---

Task 5: README.md

Files:

• Modify: README.md (full update)

Step 1: Update README heading and tagline (lines 1-2)

# FROM:
# Patherly

> Take the path MOST traveled.

# TO:
# ResolutionFlow

> Take the path MOST traveled.

Step 2: Search the rest of README for "Patherly"

The README is a legacy planning doc from early in the project. It doesn't reference "Patherly" elsewhere in the body text. Only the heading needs updating.

Step 3: Commit

git add README.md
git commit -m "docs: Update README heading from Patherly to ResolutionFlow"

---

Task 6: CLAUDE.md — Branding Table and Env Var

Files:

• Modify: CLAUDE.md:25,236

Step 1: Update branding table (line 25)

The branding table row for Backend APP_NAME should now reflect the change:

# FROM:
| Backend (FastAPI, env vars, APP_NAME) | Patherly |
# TO:
| Backend (FastAPI, env vars, APP_NAME) | ResolutionFlow |

Step 2: Update env var example (line 236)

# FROM:
APP_NAME=Patherly
# TO:
APP_NAME=ResolutionFlow

Step 3: Update CORS comment references (lines 471, 476)

These reference app.patherly.com which is the current production URL. Keep as-is — they're accurate infrastructure references, not brand names.

Step 4: Commit

git add CLAUDE.md
git commit -m "docs: Update CLAUDE.md to reflect backend rebrand to ResolutionFlow"

---

Task 7: Final Verification

Step 1: Search entire codebase for remaining "Patherly" references

Run: grep -r "Patherly" --include="*.py" --include="*.ts" --include="*.tsx" --include="*.md" --include="*.html" --include="*.css" --include="*.json" .

Expected remaining matches (all legitimate):

• CLAUDE.md — only in the branding table context rows (repo name, database, URLs) and historical rebrand description
• REBRAND-IMPLEMENTATION-GUIDE.md — historical guide documenting the rebrand process
• docs/plans/2026-02-04-complete-rebrand.md — this plan file itself

No matches should appear in:

• backend/app/**/*.py
• frontend/src/**/*
• README.md

Step 2: Run frontend build

Run: cd frontend && npm run build Expected: Build succeeds with no errors

Step 3: Run backend tests

Run: cd backend && python -m pytest -x -q Expected: All tests pass

Step 4: Push

git push origin main

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Risk Assessment

Risk: Backend tests break after APP_NAME change

• Likelihood: Low — no tests assert on APP_NAME or the root endpoint message
• Mitigation: Run pytest after Task 2

Risk: Production deployment affected

• Likelihood: None — APP_NAME only affects OpenAPI metadata and log messages
• Mitigation: Railway auto-deploys on merge, no config change needed (APP_NAME is a code default, not an env var override)

Risk: .env file has APP_NAME=Patherly hardcoded

• Note: The .env file may override the code default. If so, update .env to APP_NAME=ResolutionFlow locally. Railway env vars may also need updating in the dashboard.
• This plan updates the code default. The .env file and Railway dashboard are manual steps flagged below.

Manual Steps (Not in Git)

1. Local .env: If backend/.env has APP_NAME=Patherly, update to APP_NAME=ResolutionFlow
2. Railway Dashboard: If APP_NAME is set as an env var in Railway, update it there too
3. Domain rename (future): If/when patherly.com → resolutionflow.com, update production URLs in CLAUDE.md, config.py CORS, and Railway settings