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

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

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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

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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

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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)

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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

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Environment Quick Reference

Start Development

# 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

cd C:\Dev\Projects\patherly\backend
.\venv\Scripts\activate
pytest

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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

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Blockers / Known Issues

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

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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)