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 14, 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 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)
• LESSONS-LEARNED.md (bugs and fixes reference)
• Design system guide, component examples
• Feature specifications through Phase 4
• Rebrand implementation guide

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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)

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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)

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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

• Frontend: http://localhost:5173
• Backend API: http://localhost:8000
• API Docs: http://localhost:8000/api/docs

Run Tests

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

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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