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 - Tree Editor (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 (In Progress)

• ✅ 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 (dark mode) - COMPLETE
• ⏳ Keyboard shortcuts - NOT YET STARTED

Documentation

• ✅ Project overview and architecture docs
• ✅ Development roadmap through Phase 4
• ✅ Feature specifications (including Phase 2.5)
• ✅ CLAUDE-SETUP.md for onboarding
• ✅ LESSONS-LEARNED.md for avoiding past mistakes

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What's In Progress 🔄

Task	Status	Notes
Tree Editor	Functional	Core editing complete, polish ongoing
Tree Editor Validation	Partial	Basic validation working
User Preferences	Partial	Dark/light mode complete, export format default pending
TypeScript strict mode	Warnings exist	tsconfig needs strict: true
Starter decision trees	7 of 7 complete	Comprehensive seed script created
Markdown Rendering	Complete	Session player + node editor
Deployment	Not started	Railway/Render planned

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What's Next (Priority Order)

Immediate (This Week)

1. Complete Tree Editor validation (required fields, orphan detection)
2. Add User Preferences (theme toggle, export format default) Theme toggle COMPLETE, export format pending
3. Fix TypeScript strict mode warnings
4. Create remaining 4 starter decision trees COMPLETE - 7 trees seeded

Soon (Phase 2 Completion)

• Team management
• Mobile responsive improvements
• Tree versioning UI

Later (Phase 2.5)

• Personal tree branching
• Step library with ratings
• Tree forking and sharing

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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 (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 (Jan 29, 2026):

• Created comprehensive seed script with 7 troubleshooting trees
• Added markdown rendering to session player and node editor
• Installed react-markdown package and created MarkdownContent component
• Added markdown preview toggle in description fields
• Fixed httpx and email validation issues (documented in LESSONS-LEARNED.md)
• Next: User preferences UI, Tree Editor validation polish, deployment

Previous Session (Jan 28, 2026):

• Completed Tree Editor core implementation
• Fixed modal scroll/overflow issue (content scrolls, header/footer fixed)
• Added SharedLinksMap for tracking nodes that link to same target
• Improved NodePicker with type-grouped dropdown
• Added solution connection indicators in preview