resolutionflow/CLAUDE.md

# CLAUDE.md - Patherly Project Context

> **Purpose:** This file provides Claude Code with essential context for working on the Patherly project.
> **Last Updated:** February 2, 2026

---

## Project Overview

**Patherly** is a troubleshooting decision tree application designed for MSP engineers. It guides engineers through proven troubleshooting paths, captures decisions and notes automatically, and generates professional ticket documentation.

**Tagline:** "Take the path MOST traveled."

**Primary User:** Michael Chihlas - Senior Systems Engineer at an MSP

**Goal:** Michael uses this tool for 50% of his tickets within 3 months.

---

## Current State

- **Phase:** Phase 2 - Tree Editor (In Progress)
- **Backend:** Complete (18 API endpoints, 40+ integration tests, all passing)
- **Frontend:** Core features complete, Tree Editor functional
- **Database:** PostgreSQL with Docker (container name: `patherly_postgres`)

### What's Complete
- User authentication (JWT, register, login, refresh, invite codes)
- Trees CRUD with full-text search
- Sessions tracking with decisions
- Export API (Markdown, Text, HTML)
- Tree Editor with form-based editing and visual preview
- Dark/Light theme toggle
- Markdown rendering in session player and node editor
- 7 comprehensive seed decision trees
- **Tree Organization System:**
  - Categories (global + team-specific, admin-managed)
  - Tags (author + admin managed, autocomplete)
  - User folders (personal tree collections)
    - Subfolder hierarchy (max 3 levels deep)
    - Right-click context menu for edit/delete/add subfolder
    - Cascade delete for subfolders
  - Team admin role with scoped permissions
  - Filter trees by category, tags, and folders

### What's In Progress
- User preferences (export format default)
- Deployment to Railway/Render

---

## Tech Stack

### Backend
- **Framework:** Python FastAPI
- **Database:** PostgreSQL 16 (async via SQLAlchemy 2.0 + asyncpg)
- **Migrations:** Alembic
- **Auth:** JWT tokens (python-jose) + bcrypt passwords
- **Validation:** Pydantic v2

### Frontend
- **Framework:** React 19 + Vite + TypeScript
- **Styling:** Tailwind CSS v3
- **State:** Zustand (with immer + zundo for undo/redo)
- **Routing:** React Router v7
- **API Client:** Axios with token interceptors
- **Icons:** Lucide React

---

## Project Structure

```
patherly/
├── backend/
│   ├── app/
│   │   ├── main.py                 # FastAPI entry point
│   │   ├── api/
│   │   │   ├── endpoints/
│   │   │   │   ├── auth.py         # Auth: register, login, refresh, logout
│   │   │   │   ├── trees.py        # Trees CRUD + search
│   │   │   │   ├── sessions.py     # Sessions + export
│   │   │   │   └── invite.py       # Invite code management
│   │   │   ├── deps.py             # Auth dependencies
│   │   │   └── router.py
│   │   ├── core/
│   │   │   ├── config.py           # Settings (pydantic-settings)
│   │   │   ├── database.py         # Async SQLAlchemy
│   │   │   ├── security.py         # JWT + password hashing
│   │   │   ├── logging_config.py   # Structured logging
│   │   │   └── middleware.py       # Request logging
│   │   ├── models/                 # SQLAlchemy models
│   │   │   ├── user.py             # is_team_admin field added
│   │   │   ├── team.py
│   │   │   ├── tree.py             # JSONB tree_structure + category_id, tags
│   │   │   ├── session.py          # JSONB path_taken, decisions
│   │   │   ├── attachment.py
│   │   │   ├── invite_code.py
│   │   │   ├── category.py         # TreeCategory model (NEW)
│   │   │   ├── tag.py              # TreeTag model (NEW)
│   │   │   └── folder.py           # UserFolder model (NEW)
│   │   └── schemas/                # Pydantic schemas
│   ├── alembic/                    # Database migrations
│   ├── scripts/
│   │   ├── seed_data.py
│   │   └── seed_trees.py           # 7 comprehensive trees
│   ├── tests/                      # pytest integration tests
│   ├── docker-compose.yml          # PostgreSQL container
│   ├── requirements.txt
│   └── .env                        # Environment variables
│
├── frontend/
│   ├── src/
│   │   ├── main.tsx
│   │   ├── App.tsx
│   │   ├── router.tsx
│   │   ├── api/                    # Axios API client
│   │   │   ├── client.ts           # Axios instance with interceptors
│   │   │   ├── auth.ts
│   │   │   ├── trees.ts
│   │   │   └── sessions.ts
│   │   ├── store/
│   │   │   ├── authStore.ts        # Zustand auth state
│   │   │   ├── themeStore.ts       # Dark/light theme
│   │   │   └── treeEditorStore.ts  # Tree editor state (immer + zundo)
│   │   ├── components/
│   │   │   ├── common/             # Modal, ErrorBoundary, ThemeToggle
│   │   │   ├── layout/             # AppLayout, ProtectedRoute
│   │   │   ├── tree-editor/        # Tree editor components
│   │   │   ├── tree-preview/       # Visual tree preview
│   │   │   └── ui/                 # MarkdownContent
│   │   ├── pages/
│   │   │   ├── LoginPage.tsx
│   │   │   ├── RegisterPage.tsx
│   │   │   ├── TreeLibraryPage.tsx
│   │   │   ├── TreeNavigationPage.tsx  # Core feature
│   │   │   ├── TreeEditorPage.tsx
│   │   │   ├── SessionHistoryPage.tsx
│   │   │   └── SessionDetailPage.tsx
│   │   ├── types/                  # TypeScript interfaces
│   │   └── lib/utils.ts            # cn() utility for Tailwind
│   ├── package.json
│   ├── tailwind.config.js
│   └── vite.config.ts
│
├── CLAUDE.md                       # This file
├── CURRENT-STATE.md                # Quick status reference
├── LESSONS-LEARNED.md              # Bugs and fixes (READ THIS!)
├── PROGRESS.md                     # Detailed progress log
├── 01-PROJECT-OVERVIEW.md          # Vision and goals
├── 02-TECHNICAL-ARCHITECTURE.md    # System design, API specs
├── 03-DEVELOPMENT-ROADMAP.md       # Phases and timeline
├── 04-FEATURE-SPECIFICATIONS.md    # Feature details
├── 05-QUESTIONS-AND-ACTION-ITEMS.md
└── PHASE-2.5-PERSONAL-BRANCHING.md # Future feature spec
```

---

## Development Commands

### Start Development Environment

```powershell
# Terminal 1: Start PostgreSQL
docker start patherly_postgres

# Terminal 2: Backend
cd C:\Dev\Projects\patherly\patherly\backend
.\venv\Scripts\Activate
uvicorn app.main:app --reload

# Terminal 3: Frontend
cd C:\Dev\Projects\patherly\patherly\frontend
npm run dev
```

### URLs
- Frontend: http://localhost:5173
- Backend API: http://localhost:8000
- API Docs: http://localhost:8000/api/docs

### Run Tests
```powershell
cd C:\Dev\Projects\patherly\patherly\backend
.\venv\Scripts\Activate
pytest
```

### Run Seed Scripts
```powershell
cd C:\Dev\Projects\patherly\patherly\backend
.\venv\Scripts\Activate
pip install httpx  # Required for seed scripts
python -m scripts.seed_trees
```

### Database Operations
```powershell
# Run migrations
cd backend
alembic upgrade head

# Create new migration
alembic revision --autogenerate -m "Description"

# Access PostgreSQL (no local psql needed)
docker exec -it patherly_postgres psql -U postgres -d patherly
```

---

## Critical Lessons Learned

**ALWAYS read [LESSONS-LEARNED.md](LESSONS-LEARNED.md) before making changes!**

### DateTime Handling (Critical)
```python
# CORRECT - Always use timezone-aware datetimes
from datetime import datetime, timezone
from sqlalchemy import DateTime

created_at = Column(DateTime(timezone=True), default=lambda: datetime.now(timezone.utc))

# WRONG - Never use this
datetime.utcnow()  # Deprecated, returns naive datetime
```

### React State: Don't Store Object Snapshots
```tsx
// WRONG - Snapshot won't update when store changes
const [editingNode, setEditingNode] = useState<TreeStructure | null>(null)

// CORRECT - Store ID only, fetch current object each render
const [editingNodeId, setEditingNodeId] = useState<string | null>(null)
const editingNode = editingNodeId ? findNode(editingNodeId) : null
```

### Modal Draft State: Don't Overwrite Store-Managed Fields
```tsx
// WRONG - Overwrites children with stale snapshot
const handleSave = () => {
  updateNode(node.id, draft)  // draft.children is stale!
}

// CORRECT - Exclude store-managed fields
const handleSave = () => {
  const { children, ...draftWithoutChildren } = draft
  updateNode(node.id, draftWithoutChildren)
}
```

### Database Name
- Database name is `patherly` (not `decision_tree`)
- Update `.env` if you see the old name

### Virtual Environment
- Always check for `(venv)` prefix before running pip
- Don't use `--break-system-packages` when venv is active

### PostgreSQL NULL Casting for UUID Columns
```sql
-- WRONG - PostgreSQL infers NULL as text type
INSERT INTO tree_tags (name, slug, team_id)
SELECT 'tag', 'slug', NULL as team_id  -- Error: column is uuid but expression is text

-- CORRECT - Explicitly cast NULL to uuid
INSERT INTO tree_tags (name, slug, team_id)
SELECT 'tag', 'slug', NULL::uuid as team_id  -- Works!
```
Always use `NULL::uuid` when inserting NULL values into UUID columns in raw SQL.

### SQLAlchemy Async: Avoid Lazy Loading on New Objects
```python
# WRONG - Triggers lazy load which fails in async context
new_tree = Tree(...)
db.add(new_tree)
await db.flush()
new_tree.tags.append(tag)  # MissingGreenlet error!

# CORRECT - Use direct SQL for junction tables
from app.models.tag import tree_tag_assignments
await db.execute(
    tree_tag_assignments.insert().values(
        tree_id=new_tree.id,
        tag_id=tag.id
    )
)
```
Accessing relationships on newly created objects triggers lazy loading, which fails in async SQLAlchemy. Use direct SQL inserts for junction tables instead.

### React Router: Clear Dirty State Before Navigation
```tsx
// WRONG - Navigation triggers before dirty flag is cleared
const newTree = await treesApi.create(data)
navigate(`/trees/${newTree.id}/edit`)  // Blocker fires here!
markSaved()  // Too late

// CORRECT - Clear dirty state first
const newTree = await treesApi.create(data)
markSaved()  // Clear isDirty first
navigate(`/trees/${newTree.id}/edit`)  // Blocker won't fire
```
When using `useBlocker` for unsaved changes, always clear the dirty flag before programmatic navigation.

---

## API Endpoints Reference

### Authentication
```
POST /api/v1/auth/register     - Register (requires invite code by default)
POST /api/v1/auth/login        - Login (form data)
POST /api/v1/auth/login/json   - Login (JSON body)
POST /api/v1/auth/refresh      - Refresh access token
GET  /api/v1/auth/me           - Get current user
POST /api/v1/auth/logout       - Logout
```

### Trees
```
GET    /api/v1/trees              - List trees (filters: category_id, tags, folder_id)
POST   /api/v1/trees              - Create tree (supports tags, category_id)
GET    /api/v1/trees/categories   - Get legacy string categories
GET    /api/v1/trees/search       - Full-text search
GET    /api/v1/trees/{id}         - Get tree (includes tags, category_info)
PUT    /api/v1/trees/{id}         - Update tree
DELETE /api/v1/trees/{id}         - Soft delete
```

### Categories (NEW)
```
GET    /api/v1/categories         - List categories (global + user's team)
POST   /api/v1/categories         - Create category (team/global admin)
GET    /api/v1/categories/{id}    - Get category
PUT    /api/v1/categories/{id}    - Update category
DELETE /api/v1/categories/{id}    - Soft delete category
```

### Tags (NEW)
```
GET    /api/v1/tags               - List tags (global + user's team)
GET    /api/v1/tags/search        - Autocomplete search
POST   /api/v1/tags               - Create tag
GET    /api/v1/tags/{id}          - Get tag
GET    /api/v1/tags/trees/{id}    - Get tree's tags
POST   /api/v1/tags/trees/{id}    - Add tags to tree
PUT    /api/v1/tags/trees/{id}    - Replace tree's tags
DELETE /api/v1/tags/trees/{id}/{slug} - Remove tag from tree
```

### Folders (NEW)
```
GET    /api/v1/folders            - List user's folders (includes parent_id)
POST   /api/v1/folders            - Create folder (supports parent_id for subfolders)
GET    /api/v1/folders/{id}       - Get folder
PUT    /api/v1/folders/{id}       - Update folder (supports moving via parent_id)
DELETE /api/v1/folders/{id}       - Delete folder (cascades to subfolders)
POST   /api/v1/folders/reorder    - Reorder folders
POST   /api/v1/folders/{id}/trees - Add tree to folder
GET    /api/v1/folders/{id}/trees - Get folder's tree IDs
DELETE /api/v1/folders/{id}/trees/{tree_id} - Remove tree from folder
```

**Folder hierarchy constraints:**
- Max nesting depth: 3 levels (root → child → grandchild)
- Same folder name allowed under different parents
- Moving folders validates cycle prevention

### Sessions
```
GET  /api/v1/sessions             - List user's sessions
POST /api/v1/sessions             - Start session
GET  /api/v1/sessions/{id}        - Get session
PUT  /api/v1/sessions/{id}        - Update session
POST /api/v1/sessions/{id}/complete - Complete session
POST /api/v1/sessions/{id}/export   - Export (md/txt/html)
```

### Invite Codes
```
GET  /api/v1/invite-codes         - List codes (admin)
POST /api/v1/invite-codes         - Create code (admin)
GET  /api/v1/invite-codes/validate/{code} - Validate code
```

---

## Data Models

### Tree Structure (JSONB)
```typescript
interface TreeStructure {
  id: string
  type: 'decision' | 'action' | 'solution'

  // Decision nodes
  question?: string
  help_text?: string
  options?: Array<{
    id: string
    label: string
    next_node_id?: string
  }>

  // Action nodes
  title?: string
  description?: string
  commands?: string[]
  next_node_id?: string

  // Solution nodes
  title?: string
  description?: string
  steps?: string[]

  // All nodes can have children
  children?: TreeStructure[]
}
```

### Session Decisions (JSONB)
```typescript
interface Decision {
  node_id: string
  question?: string
  answer: string
  notes?: string
  timestamp: string  // ISO string, not datetime object
}
```

---

## Frontend Patterns

### State Management
- **Auth:** `useAuthStore` - Zustand with localStorage persistence
- **Theme:** `useThemeStore` - Dark/light/system preference
- **Tree Editor:** `useTreeEditorStore` - Zustand + immer + zundo (undo/redo)

### Component Guidelines
- Use `cn()` from `@/lib/utils` for Tailwind class merging
- Use Lucide icons (no `title` prop - wrap in `<span>` instead)
- Modals: Use fixed header/footer with scrollable body
- Forms: Show field-level validation errors

### API Client Pattern
```typescript
import api from '@/api/client'

// Token refresh handled automatically by interceptor
const response = await api.get('/api/v1/trees')
```

---

## Common Tasks

### Adding a New API Endpoint

1. Create route in `backend/app/api/endpoints/`
2. Add to router in `backend/app/api/router.py`
3. Create/update Pydantic schemas in `backend/app/schemas/`
4. Add tests in `backend/tests/`
5. Update API client in `frontend/src/api/`

### Adding a New Page

1. Create page component in `frontend/src/pages/`
2. Add route in `frontend/src/router.tsx`
3. Add navigation link in `AppLayout.tsx` if needed

### Modifying Database Schema

1. Update model in `backend/app/models/`
2. Create migration: `alembic revision --autogenerate -m "description"`
3. Review generated migration file
4. Apply: `alembic upgrade head`

---

## Coding Standards

### Python (Backend)
- Use type hints everywhere
- Use async/await for database operations
- Use Pydantic for validation
- Log with correlation IDs for tracing
- Always use `DateTime(timezone=True)` for timestamps

### TypeScript (Frontend)
- Enable strict mode (when ready)
- Use TypeScript interfaces for all data structures
- Prefer `const` over `let`
- Use functional components with hooks
- Extract reusable logic into custom hooks

### Git
- Commit message format: `type: description`
- Types: `feat`, `fix`, `refactor`, `docs`, `test`, `chore`
- Always include `Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>`

---

## Future Roadmap

### Phase 2.5 (Planned)
- Personal tree branching (add custom steps during sessions)
- Step library with categories, tags, and ratings
- Tree forking and sharing

### Phase 3 (Planned)
- File attachments (screenshots, logs)
- Offline mode (Service Workers + IndexedDB)
- Client context system
- Analytics dashboard

### Phase 4 (Planned)
- API & integrations (ConnectWise, Kaseya)
- PowerShell automation execution
- Enterprise features (SSO, white-labeling)

---

## Troubleshooting

### Backend won't start
1. Check Docker: `docker ps` - is `patherly_postgres` running?
2. Check `.env` - is DATABASE_URL correct (`patherly` not `decision_tree`)?
3. Check venv: is `(venv)` prefix showing?

### Frontend compile errors
1. Check `frontend/src/lib/utils.ts` exists (provides `cn()` function)
2. Run `npm install` to ensure dependencies are installed

### Tests failing
1. Create test database: `docker exec -it patherly_postgres psql -U postgres -c "CREATE DATABASE patherly_test;"`
2. Install dev deps: `pip install -r requirements-dev.txt`
3. Ensure pytest-asyncio version: `pip install pytest-asyncio==0.24.0`

### API 500 errors
1. Check server logs for datetime errors (timezone issue)
2. Ensure all datetimes use `datetime.now(timezone.utc)`

---

## Quick Reference

| What | Where |
|------|-------|
| API Docs | http://localhost:8000/api/docs |
| Current Status | [CURRENT-STATE.md](CURRENT-STATE.md) |
| Bug Fixes | [LESSONS-LEARNED.md](LESSONS-LEARNED.md) |
| Feature Specs | [04-FEATURE-SPECIFICATIONS.md](04-FEATURE-SPECIFICATIONS.md) |
| Phase 2.5 Spec | [PHASE-2.5-PERSONAL-BRANCHING.md](PHASE-2.5-PERSONAL-BRANCHING.md) |

---

## Contact

**Primary User:** Michael Chihlas
**Communication:** GitHub Issues / Direct chat