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resolutionflow/CURRENT-STATE.md
chihlasm 9811c56280 docs: consolidate LESSONS-LEARNED.md into CLAUDE.md, single source of truth 
Merged 8 unique lessons (#30-#37) from LESSONS-LEARNED.md into CLAUDE.md:
Alembic env.py imports, JSONB datetime serialization, export pipeline order,
Railway deployment gotchas, bcrypt pinning, email validator TLD, first admin
promotion. Deleted LESSONS-LEARNED.md and updated all references.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-01 14:51:43 -05:00

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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: February 14, 2026

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

What's Complete

Backend (100%)

  • FastAPI project structure with 25+ API endpoints
  • PostgreSQL database with Docker, 30+ 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 (Phase 2 Complete)

  • React 19 + Vite + TypeScript + Tailwind setup
  • Authentication UI (login, register)
  • Tree library/browsing page with grid/list/table views
  • Tree navigation interface (session player)
  • Session management with history and detail pages
  • Export functionality (download)
  • Tree Editor — Form-based with visual preview, Zustand + immer + zundo (undo/redo)
  • Markdown rendering in session player and node editor
  • Monochrome Design System — Dark-only, glass-morphism cards, Inter font, theme toggle removed
  • Tree Organization — Categories, tags (autocomplete), user folders (3-level hierarchy), filters
  • RBAC & Permissions — usePermissions hook, ProtectedRoute with role guards, permission-based UI hiding
  • 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 (Issues #51-#55):
    • Session timer (useSessionTimer hook, MM:SS / HH:MM:SS)
    • Keyboard hints (Tab focuses notes)
    • Repeat Last Session (prefills metadata from localStorage)
    • Session auto-recovery (resume incomplete sessions)
    • Copy step to clipboard
    • Delete tree button in all view modes
  • Session Outcomes — Outcome modal on session completion, step timing tracking
  • Settings page at /settings — Default export format preference
  • Session Sharing — ShareSessionModal, SharedSessionPage (/shared/sessions/:token), MySharesPage (/my-shares), share link copy/manage from navigation page
  • Procedural Editor UX — Section headers as first-class step type, "More Options" collapsible for advanced fields, URL intake field type, improved tag input (comma/semicolon/Tab delimiters)
  • Type-aware Routing — Centralized getTreeNavigatePath helper, procedural sessions route to /flows/:id/navigate, resume support in procedural navigator, safety redirect in troubleshooting navigator

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)
  • Refresh token rotation with JTI-based revocation
  • Password complexity validation (uppercase, lowercase, digit, min 10 chars)
  • Soft delete cascade cleanup (folder/tag junctions)
  • SQL wildcard escaping in tag search

Backend Schema Features (Not Yet in Frontend)

  • Tree Forking (migration 022) — parent_tree_id, root_tree_id, fork_depth, fork_reason
  • Tree Sharing (migration 024) — tree share links
  • Enhanced Invite Codes (migration 030) — email, assigned_plan, trial_duration_days

Documentation

  • CLAUDE.md (project context for Claude Code)
  • CLAUDE.md includes consolidated lessons learned (formerly LESSONS-LEARNED.md)
  • Design system guide, component examples
  • Feature specifications through Phase 4
  • Rebrand implementation guide

What's In Progress

Task Status Notes
Step Library Frontend In Progress Backend complete, frontend UI pending
Procedural Flows Lifecycle In Progress Resume support done, full run chooser/reuse pending
Tree Forking UI Planning Backend schema complete (migration 022)

What's Next (Priority Order)

Immediate (Phase 2.5 Completion)

  1. Step Library Frontend UI (browse, search, rate/review)
  2. Procedural Flows run lifecycle (RunChooserModal, intake reuse/prefill)
  3. Tree Forking UI and workflow

Soon (Phase 3)

  • 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)

Environment Quick Reference

Start Development

docker start patherly_postgres
cd backend && .\venv\Scripts\activate && uvicorn app.main:app --reload
cd frontend && npm run dev

URLs

Run Tests

cd backend && pytest --override-ini="addopts="

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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