749 lines
77 KiB
Markdown
749 lines
77 KiB
Markdown
# Backend work — linear tickets
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Copy each block into Linear (or your tracker) as a separate issue, **in order**. Earlier tickets are prerequisites for later ones.
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**Foundation already in the repo (no ticket needed unless you are onboarding a greenfield clone):** Prisma schema ([prisma/schema.prisma](prisma/schema.prisma)), migrations, `lib/server/*`, Route Handlers under `app/api/*`, [docker-compose.yml](docker-compose.yml), [Dockerfile](Dockerfile), [CONTRIBUTING.md](CONTRIBUTING.md), [`.env.example`](.env.example), [lib/create/api.ts](lib/create/api.ts), create-flow draft **PUT** via `useCreateFlowExit` / `PostLoginDraftTransfer` when `NEXT_PUBLIC_ENABLE_BACKEND_SYNC`.
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### Review sync (relevant feedback only)
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A backend review was merged into **[docs/backend-roadmap.md](backend-roadmap.md)** after checking the repo. **Incorporated:** custom session lifecycle follow-ups (not a mandate to adopt Auth.js/Lucia), **passwordless email (magic-link request)** rate limits in-memory until multi-instance + shared store, `RuleDraft` already has `updatedAt` (no migration to add it), **prefer external web vitals** over product Postgres by default, API error shape + request-id observability targets, **authorization v1** aligned with `app/api/rules`, Prisma **never edit applied migrations**, **profile / my rules / account** scope from Figma profile (`22143:900069`) as **Ticket 15** (change email deferred). **Excluded:** requiring NextAuth/Lucia; “add `updatedAt` on drafts”; hard ban on DB for vitals (softened to default external). **Parallel Linear issues:** **CR-84** (API errors — **Done**), **CR-85** (session lifecycle — **Done**)—see **Linear** table at the end of this doc.
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### Audit note (Linear CR-72+ vs repo, 2026-04)
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- **Done in Linear and shipped:** **CR-72–CR-76**, **CR-77** (publish from create flow), **CR-78** (template seed), **CR-79**, **CR-88**, **CR-89**. The **CR-72 → CR-83** numbering is the original **sequential plan**, not current blocking order; the **core product vertical** through publish + templates is effectively complete in-repo.
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- **Backlog (still open):** **CR-80** (web vitals — file-based route remains), **CR-81** (public rule detail — no `GET /api/rules/[id]` or marketing detail page yet), **CR-82** (CI migrate smoke), **CR-86** (profile + account + draft resume — UI mostly placeholder), **CR-90** / **CR-91**, **CR-93** (template grid facets on marketing). **CR-84 Done** — canonical error contract `{ error: { code, message }, details? }` and `x-request-id` propagation shipped via `lib/server/{responses,requestId,apiRoute}.ts`; auth + drafts + rules routes migrated, remaining `app/api/*` are a follow-up pass. **CR-85 Done** — multi-device session policy + lazy expired-row cleanup (per-user prune on every sign-in plus ~5% global sweep, no cron); ADR comment block in [`lib/server/session.ts`](../../lib/server/session.ts).
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- **CR-83 Done (admin handoff scope):** [`docs/guides/ops-backend-deploy.md`](ops-backend-deploy.md) shipped as the **admin handoff sheet** (access, env vars, platform settings, open decisions). The full deploy runbook is intentionally split out — see the new follow-up tickets in [Ticket 12 / CR-83 follow-ups](#follow-up-tickets-filed-under-cr-83) below.
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- **CR-86** is **no longer blocked** by publish — **CR-77** is **Done**; profile work is gated by **implementation**, not waiting on publish wiring.
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- **Not in this ticket list** but called out in **[docs/backend-roadmap.md](backend-roadmap.md):** shared **rate-limit store** (e.g. Redis) before multi-instance; **`GET /api/create-flow/methods`** exists for facet scoring (Ticket 16 / CR-88) but is not duplicated as a separate doc ticket.
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---
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## When you need server / admin access (and for what)
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Use this if you **do not** have SSH or hosting access yet. Most engineering tickets are **local-only** until you deploy somewhere shared.
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### You do **not** need the server admin for
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- **Tickets 1–8, 10:** Everything runs on your machine: `docker compose up -d postgres mailhog`, `.env`, `npm run dev`, `npx prisma migrate dev`. **Magic-link** sign-in email can use Mailhog or **dev server logs** (verify URL) when `SMTP_URL` is unset—no real SMTP required locally.
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- **Verifying APIs:** Use `localhost` and the same Docker Postgres—no production host.
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### The **first** time you need someone with hosting access
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That is when you deploy to **staging** or **production** (a URL other people use, or a persistent DB not on your laptop). Until then, you can finish the core product slice without server credentials.
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Ask the admin to provide (or do for you) the items below—**Ticket 12** turns this into a written runbook.
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| What | Why you need it |
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| -------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------- |
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| **Postgres** | Managed instance or container; a **`DATABASE_URL`** you can plug into the deployed app. |
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| **Run migrations** | Someone runs **`npx prisma migrate deploy`** against that database **before** the new app version serves traffic (or gives you a secure way to run it in CI/CD). |
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| **`SESSION_SECRET`** | Long random string in production env (sessions **+ hashed magic-link tokens**). |
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| **SMTP** | **`SMTP_URL`** + **`SMTP_FROM`** for real **sign-in link** email; not required on laptop if you use logs/Mailhog. |
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| **DNS for mail** | Often **SPF/DKIM** so **magic-link** messages are not spam—admin or whoever owns DNS. |
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| **TLS + hostname** | HTTPS URL for the site; reverse proxy (nginx, Caddy, etc.) in front of Node. |
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| **Health check** | Load balancer or platform should probe **`GET /api/health`** (or your chosen path). |
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| **Secrets storage** | Env vars or secret manager—never commit `.env` with secrets. |
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| **Backups** | Postgres backup/restore for production (and ideally staging). |
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Optional: **Docker image deploy** using the repo [Dockerfile](Dockerfile)—admin builds/pushes/runs the container with the env vars above.
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### Ticket-by-ticket: admin involvement
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| Ticket | Need server admin? | What for |
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| ------ | ---------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
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| 1–2 | **No** | Docs and app code only. |
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| 3 | **No** to build/test; **Yes** when **magic-link email** must work on a **deployed** env | Real **SMTP** + DNS on staging/prod (same as table above). |
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| 4–8 | **No** | Local or staging URL is still “your” deploy—admin only if that URL is on their infra. |
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| 9 | **No** to implement; **Yes** when **production** uses multiple instances or read-only FS | **Default** is external RUM/log drain; Postgres vitals only if ops explicitly wants one datastore—may need vendor keys for SaaS. |
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| 10 | **No** to code | Same deploy pipeline as the rest of the app. |
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| 11 | **Maybe** | Whoever owns **Gitea runners**: can they run Postgres in CI? Not the same as production server, but often the same “infra” person. |
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| 12 | **Yes—this is the handoff ticket** | You (or admin) write **`docs/ops-backend-deploy.md`** so deploy steps are explicit; **you need admin input** to fill in hostnames, DB provider, SMTP, backup policy. |
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### One-line summary
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**You only need the server admin when you move off your laptop to a shared staging/production host**—for database, secrets, TLS, SMTP/DNS, migrations on that DB, health checks, and backups. Until then, **Tickets 1–8 are unblocked** with Docker Compose locally.
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---
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## Ticket 1 — Align `docs/backend-roadmap.md` with the current codebase
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**Depends on:** nothing.
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**Goal:** Remove stale statements so the roadmap matches reality and stays a trustworthy reference until you delete it.
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**Context:** Section 1 still says there is no DB and only web-vitals API; the app now has Postgres models, auth, drafts, rules, templates API, etc.
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**Implementation:**
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1. Rewrite **§1 Where we are** to list: Prisma + Postgres, existing `app/api/*` routes, create-flow persistence (anonymous `localStorage` + optional server draft PUT when sync is on), web-vitals still file-based.
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2. In **§9 Build order** (build steps were renumbered from old §5), mark what is **operator/manual**, what is **already shipped in the repo**, and what is **still product/frontend** (publish wiring, templates in UI, etc.).
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3. Add **HTTP API (implemented in repo)** — table mirroring [CONTRIBUTING.md](CONTRIBUTING.md), plus note for `/api/web-vitals`.
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**Acceptance criteria:**
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- [x] A new contributor reading only the roadmap does not think the backend is unbuilt.
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- [x] **§13 Optional later** (old §9) unchanged in intent — optional Redis, session-library spike, draft versioning, standalone API, OpenAPI, fourth env.
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**Status:** [CR-72](https://linear.app/community-rule/issue/CR-72/backend-align-docsbackend-roadmapmd-with-current-codebase) **Done**.
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**Files:** [docs/backend-roadmap.md](docs/backend-roadmap.md) only.
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---
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## Ticket 2 — Formalize `CreateFlowState` and validate API payloads
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**Depends on:** Ticket 1 (optional but keeps docs honest).
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**Goal:** Replace the open `[key: string]: unknown` shape in [app/(app)/create/types.ts](app/(app)/create/types.ts) with real fields (or nested objects) agreed with design/product, and validate JSON on the server for drafts and publish.
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**Context:** `PUT /api/drafts/me` and `POST /api/rules` accept loose objects today; oversized or malformed payloads are a stability and security concern.
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**Implementation:**
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1. Document intended fields per create-flow step (can start minimal: e.g. `title`, `sections`, `stakeholders` placeholders) in `CreateFlowState`.
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2. Add **Zod** (or reuse **Ajv** if you prefer consistency with [lib/validation.ts](lib/validation.ts)) schemas:
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- `createFlowStateSchema` for draft `payload`.
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- `publishedRuleDocumentSchema` for `document` on `POST /api/rules`.
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3. In [app/api/drafts/me/route.ts](app/api/drafts/me/route.ts) and [app/api/rules/route.ts](app/api/rules/route.ts), parse with schema; on failure return `400` with a small `{ error, details? }` body.
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4. Enforce a **max payload size** (e.g. reject bodies > 512KB) via route handler check or Next config if applicable.
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**Acceptance criteria:**
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- [x] TypeScript reflects the real shape of `CreateFlowState` (no unnecessary `unknown` for known keys).
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- [x] Invalid draft/publish requests return 400, not 500.
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- [x] Unit tests for schemas (Vitest) or route tests with MSW.
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**Status:** [CR-73](https://linear.app/community-rule/issue/CR-73/backend-formalize-createflowstate-validate-draftpublish-api-payloads) **Done**.
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**Files:** [app/(app)/create/types.ts](app/(app)/create/types.ts), [app/api/drafts/me/route.ts](app/api/drafts/me/route.ts), [app/api/rules/route.ts](app/api/rules/route.ts), [lib/server/validation/](lib/server/validation/) (Zod + plain-JSON checks), [package.json](package.json) (`zod`).
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**Note:** Repo-wide **API error JSON shape** and **request-id logging** are **Ticket 13 / CR-84**—coordinate 400 response bodies with that issue so validation errors match the agreed `{ error: { code, message } }` pattern.
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---
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## Ticket 3 — Email magic-link sign-in UI (end-to-end with existing APIs)
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**Depends on:** Ticket 2 (soft dependency: types help name fields you might store post-login; can start in parallel if needed).
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**Server / admin:** **Not required** to build and test (Mailhog or verify URL in server logs locally). **Required** when **magic-link email** must work on **staging/production**: admin provides **SMTP** + usually **DNS (SPF/DKIM)** and sets env on the host (see top table). **Residual:** links in email use the app origin—reverse proxy / `Host` must match the URL users open.
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**Goal:** Let a user request a **sign-in link** and complete sign-in in the browser using existing endpoints.
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**Context:** APIs: `POST /api/auth/magic-link/request`, `GET /api/auth/magic-link/verify`, `GET /api/auth/session`, `POST /api/auth/logout`. Prisma: `MagicLinkToken`. Client: [`requestMagicLink`](lib/create/api.ts).
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**Implementation (shipped):**
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1. **`/login`** route **and** **header modal** — primary **Log in** entry is [`AuthModalProvider`](app/contexts/AuthModalContext.tsx) + [app/components/modals/Login/](app/components/modals/Login/); [app/(app)/login/page.tsx](app/(app)/login/page.tsx) (solid shell, `usePortal={false}`) remains for verify **error** redirects and bookmarks.
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2. Flow: email → “Send link” → user opens link (email, Mailhog, or dev log) → `GET /api/auth/magic-link/verify?token=...` sets session and redirects; optional `next` for post-login path.
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3. Surface API errors: invalid email, 429 `retryAfterMs`, expired/invalid token, network failure (accessible copy).
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4. Ensure `fetch` calls use `credentials: "include"` where needed (see [lib/create/api.ts](lib/create/api.ts)).
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5. **Dev:** without `SMTP_URL`, verify URL is logged; with Mailhog, use [docker-compose.yml](docker-compose.yml) and `SMTP_URL=smtp://localhost:1025`.
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6. **Marketing header:** When signed in (`fetchAuthSession`), **Log in** becomes **Profile** linking to [`/profile`](app/(app)/profile/page.tsx) (placeholder until Ticket 15 / CR-86). Implemented in [TopNavWithPathname.tsx](app/components/navigation/TopNav/TopNavWithPathname.tsx) + [TopNav.container.tsx](app/components/navigation/TopNav/TopNav.container.tsx).
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**Acceptance criteria:**
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- [x] Happy path: user completes magic-link verify and `GET /api/auth/session` returns `user` in the same browser session.
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- [x] Keyboard + screen-reader friendly forms (labels, errors associated with fields).
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- [x] No secrets in client bundle.
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- [x] Header shows **Profile** → placeholder `/profile` when session present; **Log in** when anonymous (opens modal, not only `/login`).
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**Status:** [CR-74](https://linear.app/community-rule/issue/CR-74/backend-magic-link-sign-in-ui-apis-ticket-3-cr-75-done) **Done** for shipped UI/APIs. **Residual checklist** below: repo doc items are **done**; use Linear (CR-74 or child issue) to track **per-environment** staging URL checks.
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**Files:** [app/(app)/login/](app/(app)/login/), [app/(app)/profile/](app/(app)/profile/) (placeholder), [app/components/modals/Login/](app/components/modals/Login/), [messages/en/pages/login.json](messages/en/pages/login.json), [messages/en/pages/profile.json](messages/en/pages/profile.json), [messages/en/components/header.json](messages/en/components/header.json), [app/components/navigation/TopNav/TopNav.container.tsx](app/components/navigation/TopNav/TopNav.container.tsx), [app/components/navigation/TopNav/TopNavWithPathname.tsx](app/components/navigation/TopNav/TopNavWithPathname.tsx), [lib/create/api.ts](lib/create/api.ts), [app/api/auth/magic-link/request/route.ts](app/api/auth/magic-link/request/route.ts), [app/api/auth/magic-link/verify/route.ts](app/api/auth/magic-link/verify/route.ts), [prisma/schema.prisma](prisma/schema.prisma) (`MagicLinkToken`), [lib/server/mail.ts](lib/server/mail.ts). Onboarding: [CONTRIBUTING.md](CONTRIBUTING.md), [`.env.example`](.env.example).
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### Residual / before CR-75 (create-flow session UI)
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**Intent:** [Ticket 4](#ticket-4--session-affordances-in-the-create-flow-signed-in-state--sign-out) (**CR-75**) needs a reliable signed-in story across marketing + `/create`. Below: what is **done in repo** vs what to **verify per environment**.
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1. **Contributor / onboarding** — **Done:** [CONTRIBUTING.md](CONTRIBUTING.md) API table and sign-in section describe **magic-link** request/verify, dev log URL, and Mailhog. [`.env.example`](.env.example) comments match.
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2. **Smoke checklist** — **Done:** **Email magic link (sign-in)** in [CONTRIBUTING.md](CONTRIBUTING.md); build-order §9 in [docs/backend-roadmap.md](backend-roadmap.md) includes the same happy path + session check.
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3. **Staging / production URLs** — **Verify on each deploy:** emails use `request.nextUrl.origin`; confirm reverse proxy and **`Host`** so links in mail match the public site (CONTRIBUTING + roadmap §9 spell this out).
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4. **Docs alignment** — **Done:** [docs/backend-roadmap.md](backend-roadmap.md) and this doc treat magic link as primary; CR-72/CR-73 schema work is not a blocker for CR-75.
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---
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## Ticket 4 — Session affordances in the create flow (signed-in state + sign out)
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**Depends on:** Ticket 3.
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**Goal:** In `/create/*`, **Exit** / **Save & Exit** (from `select` onward for signed-in users) is the only top-nav chrome—no email or Sign out in the create shell. **Anonymous:** progress in **`create-flow-anonymous`** localStorage; **Exit** opens the global **Save your progress?** auth modal (magic link + `?syncDraft=1` return); after verify, [`PostLoginDraftTransfer`](app/(app)/create/PostLoginDraftTransfer.tsx) **PUT**s to `/api/drafts/me` when sync is on. **Signed-in:** **Save & Exit** **PUT**s via [`useCreateFlowExit`](app/(app)/create/hooks/useCreateFlowExit.ts) when **`NEXT_PUBLIC_ENABLE_BACKEND_SYNC`**. **Sign out** for QA lives on **[ProfilePageClient](app/(app)/profile/ProfilePageClient.tsx)**. Site **Log in** opens the same modal overlay ([`AuthModalProvider`](app/contexts/AuthModalContext.tsx)), not only `/login`.
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**Context:** **`saveDraftOnExit`** is gated on **session + step ≥ select**. Layout **`fetchAuthSession`** drives anonymous vs authenticated persistence and exit behavior. **Save & Exit** styling: Figma [20907:212637](https://www.figma.com/design/agv0VBLiBlcnSAaiAORgPR/Community-Rule-System?node-id=20907-212637). Save-progress exit modal: Figma `22398:23743`.
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**Implementation (repo):**
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1. [app/(app)/create/layout.tsx](app/(app)/create/layout.tsx): session + `enableAnonymousPersistence`; anonymous exit → `openLogin({ variant: 'saveProgress', nextPath })`; signed-in exit → `useCreateFlowExit`.
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2. [CreateFlowTopNav](app/components/utility/CreateFlowTopNav/): i18n [`messages/en/create/topNav.json`](messages/en/create/topNav.json); logo + Share/Export/Edit (completed) + Exit/Save & Exit only.
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3. [useCreateFlowExit](app/(app)/create/hooks/useCreateFlowExit.ts): `saveDraftToServer` when sync + signed in; `clearState` + home.
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4. [CreateFlowContext](app/(app)/create/context/CreateFlowContext.tsx): optional anonymous localStorage mirror via `enableAnonymousPersistence`.
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5. **QA:** [ProfilePageClient](app/(app)/profile/ProfilePageClient.tsx) Sign out when session present.
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**Acceptance criteria:**
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- [x] Completed step still works; **Save & Exit** gating uses session + step (not conflated with `completed` only).
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- [x] Signed in + sync: Save & Exit persists server-side; anonymous: localStorage + exit modal + transfer after magic link. Sign out on profile clears session. _(Re-verify on staging/prod as needed.)_
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**Files:** [app/(app)/create/layout.tsx](app/(app)/create/layout.tsx), [app/(app)/create/hooks/useCreateFlowExit.ts](app/(app)/create/hooks/useCreateFlowExit.ts), [app/components/utility/CreateFlowTopNav/](app/components/utility/CreateFlowTopNav/), [app/(app)/create/context/CreateFlowContext.tsx](app/(app)/create/context/CreateFlowContext.tsx), [messages/en/create/topNav.json](messages/en/create/topNav.json), [app/(app)/profile/ProfilePageClient.tsx](app/(app)/profile/ProfilePageClient.tsx).
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---
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## Ticket 5 — Harden server draft sync (UX + edge cases)
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**Depends on:** Tickets 2–4.
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**Goal:** Server draft **PUT** path is production-grade when `NEXT_PUBLIC_ENABLE_BACKEND_SYNC=true` (Save & Exit, post-login transfer from anonymous draft).
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**Context:** Auto-hydrate / debounced autosave component was removed; signed-in resume uses `GET /api/drafts/me` in the create layout.
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**Implementation:**
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1. **Hydration:** **Done:** [SignedInDraftHydration](app/(app)/create/SignedInDraftHydration.tsx) + [messages/en/create/draftHydration.json](messages/en/create/draftHydration.json); skips `?syncDraft=1` / transfer-pending (PostLogin owns that). Wired in [layout](app/(app)/create/layout.tsx).
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2. **Conflict:** **Done:** If `create-flow-anonymous` and server draft are both non-empty, `window.confirm` (OK = account draft, Cancel = browser copy); documented on [anonymousDraftStorage](app/(app)/create/utils/anonymousDraftStorage.ts). Newer-`updatedAt` client compare remains optional.
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3. **Save failures (API surface):** **Done (CR-76):** [saveDraftToServer](lib/create/api.ts) returns `SaveDraftResult` with parsed API `message`; wired in [useCreateFlowExit](app/(app)/create/hooks/useCreateFlowExit.ts) and [PostLoginDraftTransfer](app/(app)/create/PostLoginDraftTransfer.tsx).
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4. **Save failures (UX):** **Done (CR-76):** Dismissible banner with server `message` (no second confirm to leave); post-login transfer shows reason; unit tests in `tests/unit/saveDraftToServer.test.ts`. Retry/backoff remains optional.
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5. **Tests:** `saveDraftToServer` unit tests; [draftHydrationUtils](lib/create/draftHydrationUtils.ts) unit tests. Playwright against Next standalone + route mocks for `/api/auth/session` was flaky here; cover hydration with **manual QA** (signed in + sync on + server draft) or add a future E2E with a dedicated auth fixture.
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**Acceptance criteria:**
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- [x] No silent data loss when server save fails (user sees reason in banner; stays in flow to retry Save & Exit or leave via e.g. logo).
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- [x] User understands when server draft replaced local state (if applicable) — conflict `window.confirm` when both browser anonymous draft and account draft exist; otherwise silent apply of single source.
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**Files:** [lib/create/api.ts](lib/create/api.ts), [app/(app)/create/hooks/useCreateFlowExit.ts](app/(app)/create/hooks/useCreateFlowExit.ts), [app/(app)/create/PostLoginDraftTransfer.tsx](app/(app)/create/PostLoginDraftTransfer.tsx), [app/(app)/create/SignedInDraftHydration.tsx](app/(app)/create/SignedInDraftHydration.tsx), [app/(app)/create/layout.tsx](app/(app)/create/layout.tsx), [CreateFlowContext](app/(app)/create/context/CreateFlowContext.tsx), tests under `tests/`.
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---
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## Ticket 6 — Wire “Publish rule” from the create flow to `POST /api/rules`
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**Depends on:** Tickets 2–4 (Ticket 5 optional).
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**Goal:** Completing the flow persists a **PublishedRule** via existing [publishRule](lib/create/api.ts).
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**Context:** [lib/create/api.ts](lib/create/api.ts) wraps `POST /api/rules` with Zod-validated body (Ticket 2). Finalize flows through [useCreateFlowFinalize](app/(app)/create/hooks/useCreateFlowFinalize.ts) from [CreateFlowLayoutClient](app/(app)/create/CreateFlowLayoutClient.tsx) (`final-review` → `publishRule` → `/create/completed`).
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**Implementation (shipped):**
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1. Map `CreateFlowState` → `title` / `summary` / `document` via [buildPublishPayload](lib/create/buildPublishPayload.ts) (and related builders).
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2. Call `publishRule` on explicit **Finalize** from `final-review` ([useCreateFlowFinalize](app/(app)/create/hooks/useCreateFlowFinalize.ts)).
|
||
3. **401** → `openLogin` with return path (Ticket 3 / `AuthModalProvider`).
|
||
4. Success: navigate to `completed` with rule id in query string.
|
||
|
||
**Acceptance criteria:**
|
||
|
||
- [x] Published row appears in Postgres (`PublishedRule`) and `GET /api/rules` lists it.
|
||
- [x] User sees clear success/failure (banner / flow state; see finalize hook).
|
||
|
||
**Files:** [app/(app)/create/hooks/useCreateFlowFinalize.ts](app/(app)/create/hooks/useCreateFlowFinalize.ts), [CreateFlowLayoutClient.tsx](app/(app)/create/CreateFlowLayoutClient.tsx), [app/api/rules/route.ts](app/api/rules/route.ts), [lib/create/api.ts](lib/create/api.ts), [lib/create/buildPublishPayload.ts](lib/create/buildPublishPayload.ts).
|
||
|
||
**Status:** [CR-77](https://linear.app/community-rule/issue/CR-77/backend-wire-publish-rule-from-create-flow-post-apirules) **Done**.
|
||
|
||
---
|
||
|
||
## Ticket 7 — Seed `RuleTemplate` data and document how to re-run
|
||
|
||
**Depends on:** none (API exists at [app/api/templates/route.ts](app/api/templates/route.ts)).
|
||
|
||
**Goal:** Curated templates exist in DB for recommendations (v1 = static curated list, no ML).
|
||
|
||
**Not in v1 (this ticket):** **Facet-based method/template intelligence** beyond a flat curated list — that work is **Ticket 16 / [CR-88](https://linear.app/community-rule/issue/CR-88/backend-template-recommendation-matrix-facet-data-seed-and-apis-no)** (facet data + APIs + wizard method ranking). **Template marketing grids** ranked by user facets are **[CR-93](https://linear.app/community-rule/issue/CR-93/product-rank-template-cards-by-community-facets-reuse-get-apitemplates)** (product/UI follow-up).
|
||
|
||
**Implementation:**
|
||
|
||
1. Add [Prisma seed](https://www.prisma.io/docs/guides/migrate/seed-database): `prisma/seed.ts` with `upsert` on `slug` for idempotent runs.
|
||
2. In [package.json](package.json), set `"prisma": { "seed": "tsx prisma/seed.ts" }` or `node --loader ts-node/esm` per your preference.
|
||
3. Seed 3–10 rows aligned with marketing copy today ([messages/en/components/ruleStack.json](messages/en/components/ruleStack.json) or home cards) — `title`, `category`, `description`, `body` JSON, `sortOrder`, `featured`.
|
||
4. Document: `npx prisma db seed` in [CONTRIBUTING.md](CONTRIBUTING.md).
|
||
|
||
**Acceptance criteria:**
|
||
|
||
- [x] `GET /api/templates` returns non-empty `templates` after seed on empty DB.
|
||
- [x] Re-running seed does not duplicate rows.
|
||
|
||
**Files:** `prisma/seed.ts`, [package.json](package.json), [CONTRIBUTING.md](CONTRIBUTING.md).
|
||
|
||
**Status:** [CR-78](https://linear.app/community-rule/issue/CR-78/backend-prisma-seed-ruletemplate-document) **Done**.
|
||
|
||
---
|
||
|
||
## Ticket 8 — Load rule templates from the API in the UI
|
||
|
||
**Depends on:** Ticket 7.
|
||
|
||
**Goal:** Home or create entry surfaces use live template data instead of only static i18n JSON.
|
||
|
||
**Context:** [RuleStack.view.tsx](app/components/sections/RuleStack/RuleStack.view.tsx) renders cards from API-shaped grid entries. The custom wizard uses [`app/(app)/create/[screenId]/page.tsx`](app/(app)/create/[screenId]/page.tsx) and [`docs/create-flow.md`](create-flow.md) (**Ticket 17**).
|
||
|
||
**Implementation (shipped):**
|
||
|
||
1. **Server-first paint:** [MarketingRuleStackSection](app/(marketing)/_components/MarketingRuleStackSection.tsx) loads rows via `listRuleTemplatesFromDb` and passes `initialGridEntries` into [RuleStack.container.tsx](app/components/sections/RuleStack/RuleStack.container.tsx) (avoids client fetch on LCP-critical home).
|
||
2. **Client fetch:** [lib/create/fetchTemplates.ts](lib/create/fetchTemplates.ts) when `initialGridEntries` is not provided (`GET /api/templates`, credentials, abort); catalog fallback on error/empty.
|
||
3. **Templates index:** [app/(marketing)/templates/page.tsx](app/(marketing)/templates/page.tsx) server-loads the full grid for first paint.
|
||
4. **Empty / error:** Fallback presentation via [templateGridPresentation.ts](lib/templates/templateGridPresentation.ts) + catalog slugs.
|
||
|
||
**Acceptance criteria:**
|
||
|
||
- [x] Changing a template row in the DB reflects after refresh (SSR path) or client refetch where the client path is used.
|
||
- [x] No layout shift regression on LCP-critical pages: dynamic `RuleStack` loading shell + server-provided `initialGridEntries` on home.
|
||
|
||
**Files:** [app/components/sections/RuleStack/](app/components/sections/RuleStack/), [app/(marketing)/_components/MarketingRuleStackSection.tsx](app/(marketing)/_components/MarketingRuleStackSection.tsx), [app/(marketing)/templates/](app/(marketing)/templates/), [lib/create/fetchTemplates.ts](lib/create/fetchTemplates.ts), [lib/templates/templateGridPresentation.ts](lib/templates/templateGridPresentation.ts).
|
||
|
||
**Follow-up:** **[CR-93](https://linear.app/community-rule/issue/CR-93/product-rank-template-cards-by-community-facets-reuse-get-apitemplates)** — rank marketing template cards by community facets (API already supports `facet.*`; UI wiring is product work).
|
||
|
||
**Status:** [CR-79](https://linear.app/community-rule/issue/CR-79/backend-load-rule-templates-from-get-apitemplates-in-ui) **Done**.
|
||
|
||
---
|
||
|
||
## Ticket 16 — Template recommendation matrix (facet data + APIs; no xlsx import)
|
||
|
||
**Depends on:** Tickets 7–8 (templates exist in DB and UI can fetch them).
|
||
|
||
**Goal:** **Facet-aware recommendations** for **methods** in the create-flow card decks, and **API-level** ranking for **templates** when `facet.*` query params are present — without a runtime `.xlsx` / SheetJS import (authoring stays **committed JSON** + Prisma seed, with spreadsheets as optional one-time offline references only).
|
||
|
||
**Context:** [`RuleTemplate`](prisma/schema.prisma) remains a list row per template; facet match data for **methods** lives in `MethodFacet` (seeded from `data/create/customRule/*.json`). See [template-recommendation-matrix.md](template-recommendation-matrix.md).
|
||
|
||
**Implementation (shipped):**
|
||
|
||
1. **Authoring contract + storage:** Zod-validated JSON under `data/create/customRule/`; seed into `MethodFacet` (and related); documented in template-recommendation-matrix.md.
|
||
2. **APIs:** `GET /api/templates?facet.*` returns `{ templates, scores? }`; `GET /api/create-flow/methods?section=…&facet.*` returns methods with match scores for card re-ranking.
|
||
3. **UI (wizard):** `useFacetRecommendations` + `rankMethodsByScore` / `deriveCompactCards` on the custom-rule card / right-rail steps (recommended methods).
|
||
4. **Not shipped here:** **Marketing template grids** (home, `/templates`) still call `GET /api/templates` **without** facets — product/UI follow-up **[CR-93](https://linear.app/community-rule/issue/CR-93/product-rank-template-cards-by-community-facets-reuse-get-apitemplates)**. **Automated tests** for template ranking via `/api/templates` are **deferred to CR-93** with that UI work.
|
||
|
||
**Acceptance criteria:**
|
||
|
||
- [x] Updating committed facet JSON + re-seeding changes recommendations without hand-editing arbitrary Prisma rows for facet data.
|
||
- [x] API behavior documented in template-recommendation-matrix.md §9; facet parsing / method route covered by tests; template ranking tests deferred per CR-93.
|
||
- [x] Invalid / partial facet combinations degrade gracefully (curated / score-0 fallbacks).
|
||
|
||
**Files:** [prisma/schema.prisma](prisma/schema.prisma), [data/create/customRule/](data/create/customRule/), [app/api/templates/route.ts](app/api/templates/route.ts), [app/api/create-flow/methods/route.ts](app/api/create-flow/methods/route.ts), [lib/server/ruleTemplates.ts](lib/server/ruleTemplates.ts), [lib/server/validation/methodFacetsSchemas.ts](lib/server/validation/methodFacetsSchemas.ts), [app/(app)/create/hooks/useFacetRecommendations.ts](app/(app)/create/hooks/useFacetRecommendations.ts), [docs/guides/template-recommendation-matrix.md](template-recommendation-matrix.md).
|
||
|
||
**Status:** [CR-88](https://linear.app/community-rule/issue/CR-88/backend-template-recommendation-matrix-facet-data-seed-and-apis-no) **Done**.
|
||
|
||
---
|
||
|
||
## Ticket 17 — Canon custom create-rule wizard (routes, resume, progress) + docs
|
||
|
||
**Depends on:** none for documentation; soft optional **CR-73**, **CR-76**, **CR-77** for payload/resume/publish alignment.
|
||
|
||
**Goal:** Establish the **official custom** create-rule flow (ordered steps, URLs, persistence, entry points, **Figma three-stage framing**) in repo docs and close gaps between that spec and the implementation (routing clutter, progress UI, step source of truth, resume vs URL).
|
||
|
||
**Context:** Step order lives in [`app/(app)/create/utils/flowSteps.ts`](app/(app)/create/utils/flowSteps.ts). Wizard screens render from [`app/(app)/create/[screenId]/page.tsx`](app/(app)/create/[screenId]/page.tsx) plus [`CREATE_FLOW_SCREEN_REGISTRY`](app/(app)/create/utils/createFlowScreenRegistry.ts) (Figma node + layout family per slug). [`docs/create-flow.md`](create-flow.md) is the **canonical** URL/persistence summary: **Create Community** (eight semantic steps ending at `review`) → **Create Custom CommunityRule** → **Review and complete**. **Full create-from-template** will likely use **additional route(s)** when product defines it; **`/create/review-template/[slug]`** remains auxiliary preview only. **Template → `final-review` prefill** (skipping straight to publish) is **out of scope** here (future ticket). The **Customize** button on `/create/review-template/[slug]` now prefills customize selections and routes to `core-values` (or `informational` when Community is empty) via [`buildTemplateCustomizePrefill`](../../lib/create/applyTemplatePrefill.ts). **Use without changes** writes `template.body.sections` into `state.sections` and routes to `confirm-stakeholders`, so the user exits through the normal `final-review → handleFinalize → publishRule` pipeline and inherits its 401 sign-in gate. When either button is clicked **before** the community stage is done, the handler still applies its side effects eagerly and pins a `pendingTemplateAction: { slug, mode }` on `CreateFlowState`; [`CommunityReviewScreen`](app/(app)/create/screens/review/CommunityReviewScreen.tsx) consumes the pin on mount and `router.replace`s past itself to the right downstream step (`core-values` for customize, `confirm-stakeholders` for useWithoutChanges), so users never see the community-review page after expressing template intent at the template-review step.
|
||
|
||
**Implementation:**
|
||
|
||
1. Keep [`docs/create-flow.md`](create-flow.md) in sync with product/Figma (stage ↔ step mapping, future template routes).
|
||
2. ~~Remove legacy [`app/(app)/create/[step]/page.tsx`](app/(app)/create/[step]/page.tsx)~~ — replaced by [`app/(app)/create/[screenId]/page.tsx`](app/(app)/create/[screenId]/page.tsx) with real screens; unknown slugs `notFound()`.
|
||
3. ~~Unify **step source of truth** / **resume after `SignedInDraftHydration`~~ — moved to **[CR-86](https://linear.app/community-rule/issue/CR-86/backend-profile-dashboard-account-figma-profile)** (profile lists drafts, continue at last step, new rule vs server draft; see `docs/create-flow.md` known gaps).
|
||
4. Wire [`CreateFlowFooter`](app/components/utility/CreateFlowFooter/) `ProportionBar` to step progress from `FLOW_STEP_ORDER` (and `review-template` / `completed` exceptions per design); optional **two-level progress** (stage + step within stage) when design specifies.
|
||
5. When Figma hands off, surface **stage labels** in create shell (top nav, footer, or step chrome) using the mapping in `create-flow.md`.
|
||
|
||
**Acceptance criteria:**
|
||
|
||
- [x] [`docs/create-flow.md`](create-flow.md) matches shipped behavior or lists known gaps, including **Figma three-stage** mapping and **future template route** note; draft/hydration follow-ups point to **CR-86**.
|
||
- [x] No misleading dynamic step placeholder for valid wizard URLs.
|
||
- [x] Footer progress reflects step index via `getProportionBarProgressForCreateFlowStep` (optional stage labels still Figma-dependent).
|
||
- [x] Template **Customize** prefill is documented (maps template body to `selected*Ids` + `coreValuesChipsSnapshot`, routes to `core-values` when Community has data else `informational`); full template-customize-from-mid-wizard entry beyond `core-values` stays deferred.
|
||
|
||
**Files:** [`docs/create-flow.md`](create-flow.md), [`app/(app)/create/`](app/(app)/create/), [`app/components/utility/CreateFlowFooter/`](app/components/utility/CreateFlowFooter/), optionally [`docs/backend-roadmap.md`](backend-roadmap.md) §12 cross-links.
|
||
|
||
**Linear:** [CR-89](https://linear.app/community-rule/issue/CR-89/product-canon-custom-create-rule-wizard-routes-resume-progress-repo) **Done**. Open-ended draft/hydration work: **[CR-86](https://linear.app/community-rule/issue/CR-86/backend-profile-dashboard-account-figma-profile)**. **Parallel** to templates (7–8) and publish (6); not part of **CR-72 → CR-83**.
|
||
|
||
---
|
||
|
||
## Ticket 18 — Invite stakeholders (email) from `confirm-stakeholders` step
|
||
|
||
**Depends on:** **Ticket 3 / CR-74** + **Ticket 4 / CR-75** (magic-link + session) for per-stakeholder identity, **Ticket 6 / CR-77** (publish) so a `PublishedRule` exists to invite people to, **Ticket 2 / CR-73** (`CreateFlowState` validation) to land the persisted stakeholder shape.
|
||
|
||
**Server / admin:** **Same as CR-74** — dev works against Mailhog / dev-log; **staging/prod** reuses the **SMTP** + **SPF/DKIM** already set up for magic-link email.
|
||
|
||
**Goal:** Turn the [`confirm-stakeholders`](../../app/(app)/create/screens/select/ConfirmStakeholdersScreen.tsx) step from a local chip list into a real **stakeholder invite** feature. Today the screen only collects in-memory `ChipOption[]` labels with no email, no persistence, no notification. Product copy in [`messages/en/create/reviewAndComplete/confirmStakeholders.json`](../../messages/en/create/reviewAndComplete/confirmStakeholders.json) already promises that "Adding people at this step will **invite them** to see your proposed CommunityRule and make their own proposals" — we need the feature behind that promise.
|
||
|
||
**Context:** **No Figma hand-off or product direction yet** for the invite mechanic. **Email is the working assumption** (magic-link parity) but could become email + copy-link, in-app invite, SMS, etc. `CreateFlowState` has no structured `stakeholders` field and there is no `RuleStakeholder` / `RuleInvite` Prisma model. Leaving the step as-is ships a copy promise we do not keep; this ticket is the container for closing that gap once the design + product brief lands.
|
||
|
||
**Open product questions (block implementation until resolved):**
|
||
|
||
1. Invite channel: email only, email + shareable link, or in-app (account required)?
|
||
2. Does accepting an invite require a CommunityRule account (magic-link), or can stakeholders read / propose anonymously?
|
||
3. Per-stakeholder permissions: view-only vs. propose-changes vs. co-owner? Default?
|
||
4. Timing: invites sent on **publish** (after `POST /api/rules`) or at **confirm-stakeholders** save? How are post-publish additions handled?
|
||
5. Revocation / re-send UX and rate limits (reuse magic-link per-IP limiter or a new per-rule limiter?).
|
||
6. Notification copy + sender identity (reuse `SMTP_FROM` or dedicated sender).
|
||
|
||
**Implementation sketch (subject to product sign-off):**
|
||
|
||
1. **Product + design pass** to answer the questions above and produce Figma for the stakeholder row (email field, validation, resend/remove affordances, empty state).
|
||
2. **Schema:** Add a structured `stakeholders: StakeholderInvite[]` to `CreateFlowState` (Ticket 2 pattern) and/or a Prisma `RuleStakeholder` (`id`, `ruleId`, `email`, `role`, `invitedAt`, `acceptedAt`, `revokedAt`, `tokenHash?`). Decide draft vs. published semantics.
|
||
3. **API:** Likely `POST /api/rules/:id/stakeholders` (invite), `DELETE /api/rules/:id/stakeholders/:id` (revoke), `POST /api/rules/:id/stakeholders/:id/resend`. Validate with Zod; align error shape with **Ticket 13 / CR-84**.
|
||
4. **Mail:** Reuse [`lib/server/mail.ts`](../../lib/server/mail.ts) + Mailhog/dev-log pattern from **CR-74**; per-stakeholder hashed token akin to `MagicLinkToken` if acceptance requires identity.
|
||
5. **UI:** Replace free-text chips with `email` + optional `label` input, client-side email validation, inline errors (invalid email, 429 `retryAfterMs`, duplicate). Use `markCreateFlowInteraction()` per the create-flow guardrails in [`.cursor/rules/create-flow.mdc`](../../.cursor/rules/create-flow.mdc).
|
||
6. **i18n:** Expand [`confirmStakeholders.json`](../../messages/en/create/reviewAndComplete/confirmStakeholders.json) with invite copy (send button, error strings, resend, revoke confirm).
|
||
7. **Tests:** Schema + route unit tests; Vitest component tests for the form; optional E2E once publish is stable.
|
||
|
||
**Out of scope:**
|
||
|
||
- Real-time collaboration / editing by stakeholders.
|
||
- Threaded proposals / comments UI (future product work).
|
||
- Notifications beyond the initial invite (digest emails, reminders).
|
||
|
||
**Acceptance criteria:**
|
||
|
||
- [ ] Product + design brief answering the open questions, linked from the Linear issue.
|
||
- [ ] `CreateFlowState.stakeholders` (or equivalent) is typed, validated server-side, and persists across draft save / resume.
|
||
- [ ] An invited stakeholder receives the chosen notification (email in the default proposal) in local dev via Mailhog / dev-log, same pattern as magic-link.
|
||
- [ ] Invalid / duplicate / rate-limited invites show clear, accessible errors; no silent failures.
|
||
- [ ] Copy in [`confirmStakeholders.json`](../../messages/en/create/reviewAndComplete/confirmStakeholders.json) matches the shipped capability (no "will invite" promise without implementation).
|
||
|
||
**Files (expected):** [`app/(app)/create/screens/select/ConfirmStakeholdersScreen.tsx`](../../app/(app)/create/screens/select/ConfirmStakeholdersScreen.tsx), [`messages/en/create/reviewAndComplete/confirmStakeholders.json`](../../messages/en/create/reviewAndComplete/confirmStakeholders.json), [`app/(app)/create/types.ts`](../../app/(app)/create/types.ts), [`prisma/schema.prisma`](../../prisma/schema.prisma), new `app/api/rules/[id]/stakeholders/*`, [`lib/server/mail.ts`](../../lib/server/mail.ts), [`lib/server/validation/`](../../lib/server/validation/), tests under `tests/`.
|
||
|
||
**Linear:** [CR-90](https://linear.app/community-rule/issue/CR-90/productbackend-invite-stakeholders-email-from-confirm-stakeholders) (**Backlog**). **Parallel** to the CR-72 → CR-83 chain; unblocked to start the product/design brief now — implementation waits on **CR-74 / CR-75 / CR-77 / CR-73**.
|
||
|
||
---
|
||
|
||
## Ticket 19 — `Add` button behavior on custom-rule pages and Final Review chips
|
||
|
||
**Depends on:** nothing technical. Pure **product + design** clarification — blocks consistent UX of the Create flow's custom path and the Final Review screen, but does not block any backend work.
|
||
|
||
**Server / admin:** none.
|
||
|
||
**Goal:** Decide what the **`Add`** affordance should do on each custom-rule page and on the **Final Review** screen, and produce Figma covering the chosen behavior. Today the affordance is inconsistent: on most custom-rule pages it just expands the card list, on `core-values` it opens a real modal flow, and on Final Review the `+` button on each chip row is a no-op.
|
||
|
||
**Context — what `Add` does today:**
|
||
|
||
- **Core values** ([`CoreValuesSelectScreen.tsx`](../../app/(app)/create/screens/select/CoreValuesSelectScreen.tsx)) — full custom-chip flow: `Add value` → empty chip with input → check → opens an editable `meaning` / `signals` modal. Dismissing the modal now drops the brand-new chip (`customPending` session). Add Value confirms it as a selected chip.
|
||
- **Communication / Membership / Conflict management / Decision approaches** (card-style screens, e.g. [`CommunicationMethodsScreen.tsx`](../../app/(app)/create/screens/card/CommunicationMethodsScreen.tsx)) — there is **no `Add custom method` affordance**. The inline `add` link in the page description (`messages/en/create/customRule/*.json`, `compactDescriptionLinkLabel: "add"`) only toggles `setExpanded(true)` on the card stack — it shows more preset cards, it does **not** open a creation modal.
|
||
- **Confirm stakeholders** — multiselect-style add (free-text chip), pending real invite work in **Ticket 18 / CR-90**.
|
||
- **Community structure** — multiselect-style add (free-text chip).
|
||
- **Final Review** ([`FinalReviewScreen.tsx`](../../app/(app)/create/screens/review/FinalReviewScreen.tsx)) — renders `<RuleCard categories=…>` and only wires `onChipClick`. `category.onAddClick` is **not provided**, so the `+` button on each MultiSelect category renders by default (`addButton={!hideCategoryAddButton}` in [`RuleCard.view.tsx`](../../app/components/cards/RuleCard/RuleCard.view.tsx)) but **does nothing** when clicked. Dead control we are shipping today.
|
||
|
||
**Open product questions (block implementation until resolved):**
|
||
|
||
_Section A — custom-rule card pages (communication, membership, conflict management, decision approaches):_
|
||
|
||
1. Should each of these pages have a true **"Add custom \<method/approach/protocol\>"** button, distinct from the existing `add` text link that just expands the card stack?
|
||
2. If yes: where does it sit (header CTA / end of stack / both)? Does it open a **clean empty modal** in the same shape as the page's edit modal (the `*EditFields` components under `app/(app)/create/components/methodEditFields/`)? Same `customPending` semantics as core values (dismiss = drop, confirm = persist + select)? Required vs optional fields?
|
||
3. If no: should we **rename or remove** the inline `add` link in the description so it doesn't promise creation behavior we don't deliver?
|
||
|
||
_Section B — Final Review screen `+` button per category:_
|
||
|
||
1. Pick one:
|
||
- **Option 1 — fresh modal in place.** Clicking `+` opens [`FinalReviewChipEditModal`](../../app/(app)/create/components/FinalReviewChipEditModal.tsx) seeded empty for the category. On Save, append a new chip and write through to the matching `*MethodDetailsById` (or `coreValueDetailsByChipId` + snapshot) map, matching the editable chip flow that just shipped.
|
||
- **Option 2 — bounce back to the source step.** Navigate the user to the corresponding custom-rule step (e.g. communication chip `+` → `/create/communication`) so they add via the existing card-page flow, then return to Final Review.
|
||
- **Option 3 — hide the button.** Pass `hideCategoryAddButton` to the Final Review `<RuleCard>` so the dead control disappears until product knows what they want.
|
||
2. If Option 1, what is the empty state of the modal (title only, all fields, recommended seeds)?
|
||
3. If Option 2, how do we preserve the user's place on Final Review so they can come back without re-confirming everything?
|
||
4. Does the answer differ for `coreValues` vs the four method categories? (Different edit-fields components, different state slices.)
|
||
|
||
**Implementation sketch (subject to product sign-off):**
|
||
|
||
1. **Product + design pass** answering Sections A and B; produce Figma for whichever options win on each affected page and on Final Review.
|
||
2. **Custom-rule card pages (if Option A1 wins):** add an `Add custom <method>` button alongside the card stack on each of the four pages. Reuse the page's `*EditFields` component inside a `customPending`-style modal (same dismiss-drops / confirm-persists semantics as `CoreValuesSelectScreen`). Persist into the matching `*MethodDetailsById` slice and selected-id list.
|
||
3. **Final Review (if Option B1 wins):** wire `category.onAddClick` per category in [`FinalReviewScreen.tsx`](../../app/(app)/create/screens/review/FinalReviewScreen.tsx) → open `FinalReviewChipEditModal` seeded empty for the matching `groupKey`, with a `customPending` mode that drops the new entry on dismiss and persists on Save (parity with the current chip-edit flow).
|
||
4. **Final Review (if Option B3 wins, interim):** pass `hideCategoryAddButton` to the Final Review `<RuleCard>` so the no-op `+` is removed.
|
||
5. **i18n:** add copy for the new buttons, modal headers, validation, and confirmation/discard prompts under `messages/en/create/customRule/*.json` and `messages/en/create/reviewAndComplete/finalReview.json`.
|
||
6. **Tests:** Vitest component tests covering dismiss-drops vs confirm-persists for each new modal (mirror the new `CoreValuesSelectScreen.test.tsx` `custom chip — confirmed vs dismissed` pair).
|
||
|
||
**Out of scope:**
|
||
|
||
- Server-side persistence changes — adding a chip already flows through existing `*MethodDetailsById` / `coreValueDetailsByChipId` snapshots.
|
||
- Reworking the inline `add` link's `compactDescriptionLinkLabel` semantics until product decides whether it still belongs.
|
||
- Bulk-add UX (paste many chips at once).
|
||
|
||
**Acceptance criteria:**
|
||
|
||
- [ ] Product brief answering Section A and Section B, linked from the Linear issue.
|
||
- [ ] Figma covering whichever options product picks for the four card-style pages and Final Review.
|
||
- [ ] If Option B3 (interim) ships first: the Final Review `+` is no longer rendered (no dead controls).
|
||
- [ ] Once Option A1 / B1 are picked: implementation tickets file under this one with `customPending` parity and tests, no regressions to the existing chip-edit flow.
|
||
|
||
**Files (reference):** [`app/(app)/create/screens/card/CommunicationMethodsScreen.tsx`](../../app/(app)/create/screens/card/CommunicationMethodsScreen.tsx), [`MembershipMethodsScreen.tsx`](../../app/(app)/create/screens/card/MembershipMethodsScreen.tsx), [`ConflictManagementScreen.tsx`](../../app/(app)/create/screens/card/ConflictManagementScreen.tsx), [`right-rail/DecisionApproachesScreen.tsx`](../../app/(app)/create/screens/right-rail/DecisionApproachesScreen.tsx), [`select/CoreValuesSelectScreen.tsx`](../../app/(app)/create/screens/select/CoreValuesSelectScreen.tsx), [`review/FinalReviewScreen.tsx`](../../app/(app)/create/screens/review/FinalReviewScreen.tsx), [`components/FinalReviewChipEditModal.tsx`](../../app/(app)/create/components/FinalReviewChipEditModal.tsx), [`components/methodEditFields/`](../../app/(app)/create/components/methodEditFields/), [`components/cards/RuleCard/RuleCard.view.tsx`](../../app/components/cards/RuleCard/RuleCard.view.tsx).
|
||
|
||
**Linear:** [CR-91](https://linear.app/community-rule/issue/CR-91/productdesign-add-button-behavior-on-custom-rule-pages-and-final) (**Backlog**). Sibling product/design ticket to **CR-90** (same "copy promises a feature, UI doesn't deliver" pattern). **Parallel** to the CR-72 → CR-83 chain; not on the critical path.
|
||
|
||
---
|
||
|
||
## Ticket 9 — Persist web vitals outside `.next` (prefer external RUM)
|
||
|
||
**Depends on:** none (orthogonal).
|
||
|
||
**Server / admin:** **Not required** to implement. **Relevant** when production is **multi-instance** or **read-only filesystem**; external tools may need **vendor API keys** in env.
|
||
|
||
**Goal:** [app/api/web-vitals/route.ts](app/api/web-vitals/route.ts) stops relying on ephemeral files under `.next/web-vitals` in production.
|
||
|
||
**Context:** Multi-instance / Docker loses file-based metrics. [docs/backend-roadmap.md](backend-roadmap.md) §7: **default** is **external** analytics or log drain—keep product Postgres for product data.
|
||
|
||
**Implementation (pick one — prefer A or B first):**
|
||
|
||
- **A (preferred):** Integrate **external RUM / logging** (host metrics, Vercel Web Analytics, OpenTelemetry export, Datadog, etc.); stop or thin local aggregation; `app/(admin)/monitor/page.tsx` links out or shows reduced scope.
|
||
- **B:** Forward events from the route to a **log drain** or APM; trim custom dashboard if redundant.
|
||
- **C (fallback only):** New Prisma model `WebVitalEvent` + migrate + read path in monitor—**only** if ops explicitly chooses a single-store tradeoff (document why).
|
||
|
||
**Acceptance criteria:**
|
||
|
||
- [ ] Production with read-only filesystem does not break vitals collection path.
|
||
- [ ] Monitor page still useful or intentionally replaced with a doc link.
|
||
|
||
**Files:** [app/api/web-vitals/route.ts](app/api/web-vitals/route.ts), [app/(admin)/monitor/page.tsx](app/(admin)/monitor/page.tsx), optionally `prisma/schema.prisma` **only if** option C.
|
||
|
||
**Repo check (2026-04):** Route still **writes files under `.next/web-vitals`** — **CR-80** remains applicable.
|
||
|
||
---
|
||
|
||
## Ticket 10 — Public rule detail (optional product scope)
|
||
|
||
**Depends on:** Ticket 6.
|
||
|
||
**Goal:** Shareable link for a published rule.
|
||
|
||
**Note:** Complements **Ticket 15** profile cards: users can open a **public** detail URL from a rule listed on their dashboard; the profile page does **not** replace this ticket.
|
||
|
||
**Implementation:**
|
||
|
||
1. Add `GET /api/rules/[id]/route.ts` returning `{ rule }` or 404 (public read; no secrets).
|
||
2. Add `app/(marketing)/rules/[id]/page.tsx` (or under `create` if private) rendering `document` JSON with existing document components.
|
||
3. Consider soft-delete flag later; out of scope unless product requires hide.
|
||
|
||
**Repo check (2026-04):** Only [`app/api/rules/route.ts`](app/api/rules/route.ts) exists (list + POST); **no** `app/api/rules/[id]/` handler yet — **CR-81** still open.
|
||
|
||
**Acceptance criteria:**
|
||
|
||
- [ ] UUID/cuid from Ticket 6 opens a readable page for anonymous users.
|
||
- [ ] Invalid id returns 404.
|
||
|
||
**Files:** new route handler, new page, optional layout.
|
||
|
||
**Linear:** [CR-81](https://linear.app/community-rule/issue/CR-81/backend-public-rule-detail-page-get-apirulesid-optional). **Related in Linear:** [CR-86](https://linear.app/community-rule/issue/CR-86/backend-profile-dashboard-account-figma-profile) (Ticket 15 — profile cards linking to public detail).
|
||
|
||
---
|
||
|
||
## Ticket 11 — CI: database migration smoke (optional, runner-dependent)
|
||
|
||
**Depends on:** existing [`.gitea/workflows/ci.yaml`](.gitea/workflows/ci.yaml).
|
||
|
||
**Server / admin:** **Not production server**—but you may need whoever runs **Gitea/self-hosted runners** to allow **Postgres in CI** (Docker service / sidecar) or to accept a **manual migrate** process documented instead.
|
||
|
||
**Goal:** Catch broken SQL migrations before merge.
|
||
|
||
**Context:** Lint job already runs `prisma validate` with a dummy `DATABASE_URL`. **Migrate** needs a real Postgres reachable from the runner.
|
||
|
||
**Implementation:**
|
||
|
||
1. If Gitea runners support **Docker sidecar** or **postgres service**, add a job: start Postgres, set `DATABASE_URL`, `npx prisma migrate deploy`, then run a minimal test that hits `/api/health` with DB connected (may require `next build` + short `next start` + curl).
|
||
2. If **macOS self-hosted** runners cannot run service containers easily, document in CONTRIBUTING: “run `migrate deploy` against staging before prod” and keep validate-only in CI.
|
||
|
||
**Acceptance criteria:**
|
||
|
||
- [ ] Broken migration fails CI **or** documented alternative process is explicit.
|
||
|
||
**Files:** [.gitea/workflows/ci.yaml](.gitea/workflows/ci.yaml), [CONTRIBUTING.md](CONTRIBUTING.md).
|
||
|
||
---
|
||
|
||
## Ticket 12 — Staging / production admin handoff (Cloudron at MEDLab)
|
||
|
||
**Depends on:** Tickets 1–8 complete enough to deploy a vertical slice.
|
||
|
||
**Server / admin:** **This is the handoff ticket.** Scope is **narrowed** vs. the original "full operator runbook" framing: the deliverable is the **admin-handoff sheet** — exactly what access, env vars, and platform decisions to ask MEDLab's Cloudron admin for. The full deploy runbook (build / push / install / migrate / smoke / rollback) is **split out into a follow-up ticket** so CR-83 isn't blocked on access we don't have yet.
|
||
|
||
**Goal:** Single short doc the admin can read end-to-end and respond to in one round-trip: required access, Cloudron-injected vs. manually-set env vars, platform settings to confirm (`httpPort`, `healthCheckPath`, addons, memory, backups), and the open product decisions only admin can answer (subdomains, sender address, registry choice, cutover overlap, retention).
|
||
|
||
**Platform context:** Target is **Cloudron at MEDLab** (same host as the legacy [`CommunityRule/CommunityRuleBackend`](https://git.medlab.host/CommunityRule/CommunityRuleBackend), which is Express + MySQL with a 30-min `run.sh` watchdog). New app is a properly packaged Cloudron app (Docker image + `CloudronManifest.json`), uses the **postgresql + sendmail + localstorage** addons, and replaces the legacy service entirely — **no data migration**. Cloudron's container supervisor replaces the old watchdog.
|
||
|
||
**Implementation (shipped):**
|
||
|
||
1. [`docs/guides/ops-backend-deploy.md`](ops-backend-deploy.md) — admin handoff sheet (~1 page):
|
||
- **§2 Access checklist** (Cloudron admin login, registry creds, DNS, `cloudron` CLI, log access, read of legacy app config).
|
||
- **§3 Env vars** split into Cloudron auto-injected (`CLOUDRON_POSTGRESQL_URL`, `CLOUDRON_MAIL_SMTP_*`) vs. manually-set (`SESSION_SECRET`, `SMTP_FROM`, `NEXT_PUBLIC_ENABLE_BACKEND_SYNC`).
|
||
- **§4 Platform settings** (`httpPort: 3000`, `healthCheckPath: /api/health`, memory, backups, TLS).
|
||
- **§5 Decisions** (subdomains, sender, registry, cutover, retention).
|
||
- **§7 Old vs new deltas** (addons, watchdog, OTP→magic link, sender, API surface — all reasons not to reuse legacy infra).
|
||
- **§8 Follow-up tickets** (the six tickets below).
|
||
2. Cross-links: [`docs/guides/backend-roadmap.md`](backend-roadmap.md) §11 (environments — names Cloudron at MEDLab) and §8 (migrations policy — never rewrite applied migrations).
|
||
|
||
**Acceptance criteria:**
|
||
|
||
- [x] Admin can grant the right access + answer the open decisions in one pass without further back-and-forth.
|
||
- [x] Doc is ~1 page and explicitly lists what is **not** in scope so admin doesn't expect a full deploy walkthrough.
|
||
- [x] Six follow-up tickets enumerated and linked (see below).
|
||
|
||
**Files:** [`docs/guides/ops-backend-deploy.md`](ops-backend-deploy.md), [`docs/guides/backend-roadmap.md`](backend-roadmap.md), [`docs/README.md`](../README.md), [`CONTRIBUTING.md`](../../CONTRIBUTING.md).
|
||
|
||
**Status:** [CR-83](https://linear.app/community-rule/issue/CR-83/backend-stagingproduction-runbook-admin-handoff-docsops-backend) **Done** (admin handoff scope). Deployment-pipeline implementation tracked in the follow-up tickets below.
|
||
|
||
### Follow-up tickets filed under CR-83
|
||
|
||
All six are titled `[Backend] …`, assigned to Vinod, in the **community-rule** team, **Backlog** state. IDs filled in once filed via Linear MCP.
|
||
|
||
| # | Linear | Title | Depends on |
|
||
| - | ------ | ----- | ---------- |
|
||
| 1 | [CR-96](https://linear.app/community-rule/issue/CR-96/backend-bridge-cloudron-env-vars-to-canonical-names) | `[Backend] Bridge CLOUDRON_* env vars to canonical names` | none — can ship now |
|
||
| 2 | [CR-97](https://linear.app/community-rule/issue/CR-97/backend-container-image-registry-choose-build-push) | `[Backend] Container image registry: choose, build, push` | registry decision (handoff §5) |
|
||
| 3 | [CR-98](https://linear.app/community-rule/issue/CR-98/backend-cloudron-staging-install-smoke) | `[Backend] Cloudron staging install + smoke` | CR-96 + CR-97 + Cloudron CLI access + staging DNS |
|
||
| 4 | [CR-99](https://linear.app/community-rule/issue/CR-99/backend-cloudron-production-install-dns-cutover) | `[Backend] Cloudron production install + DNS cutover` | CR-98 green for the agreed overlap window |
|
||
| 5 | [CR-100](https://linear.app/community-rule/issue/CR-100/backend-steady-state-operator-runbook) | `[Backend] Steady-state operator runbook` | CR-98 (write what we actually did) |
|
||
| 6 | [CR-101](https://linear.app/community-rule/issue/CR-101/backend-decommission-legacy-expressmysql-backend) | `[Backend] Decommission legacy Express/MySQL backend` | CR-99 + sign-off window |
|
||
|
||
**Per-ticket detail:**
|
||
|
||
1. **Bridge `CLOUDRON_*` env vars to canonical names.** Cloudron injects `CLOUDRON_POSTGRESQL_URL` and `CLOUDRON_MAIL_SMTP_SERVER/PORT/USERNAME/PASSWORD`; the app reads `DATABASE_URL` / `SMTP_URL`. Recommended approach: read both names in [`lib/server/env.ts`](../../lib/server/env.ts) and assemble `SMTP_URL` from the four parts in [`lib/server/mail.ts`](../../lib/server/mail.ts) when only the Cloudron names are present. Alternative: a `start.sh` shim in the image. Acceptance: with only `CLOUDRON_*` set, app connects to DB and sends mail; with only canonical names set (current behavior), unchanged; unit tests cover both.
|
||
2. **Container image registry: choose, build, push.** Acceptance: `docker pull <registry>/communityrule:<tag>` works from a Cloudron-reachable network. CI builds and pushes on merge to `main` (stretch).
|
||
3. **Cloudron staging install + smoke.** Acceptance: `curl https://<staging>/api/health` returns `{"ok":true,"database":"connected"}`; magic-link request → click link → `GET /api/auth/session` returns a user; publishing a rule succeeds.
|
||
4. **Cloudron production install + DNS cutover.** Acceptance: production subdomain resolves to the new app; old subdomain still works during overlap; sign-in + publish succeed against production; backups confirmed.
|
||
5. **Steady-state operator runbook.** Lives at `docs/guides/ops-runbook.md` (sibling to the handoff). Covers deploy a new version, rollback, restore drill cadence, multi-instance limitations from [`backend-roadmap.md`](backend-roadmap.md) §5/§7. Acceptance: a fresh reader can deploy + roll back using only this doc.
|
||
6. **Decommission legacy Express/MySQL backend.** Acceptance: old Cloudron app stopped + uninstalled; old MySQL addon backed up once and removed; legacy Gitea repo README updated to point at this app. Priority: Low.
|
||
|
||
---
|
||
|
||
## Ticket 13 — API error contract + structured logging
|
||
|
||
**Depends on:** Ticket 2 (validation work defines many 400s).
|
||
|
||
**Server / admin:** None.
|
||
|
||
**Goal:** Standardize JSON errors and lightweight observability per [docs/backend-roadmap.md](backend-roadmap.md) §7.
|
||
|
||
**Implementation:**
|
||
|
||
1. Document target shape `{ error: { code, message }, details? }` and map validation failures into `details` where useful.
|
||
2. Add a small **route helper** or wrapper: generate or forward **`x-request-id`**, log errors with `lib/logger` + id.
|
||
3. Migrate high-traffic or auth routes first; follow-up pass for remaining `app/api/*`.
|
||
|
||
**Acceptance criteria:**
|
||
|
||
- [x] At least auth + draft + rules routes return the agreed shape for new code paths.
|
||
- [x] Errors in logs include request id when available.
|
||
|
||
**Files:** [`lib/server/responses.ts`](lib/server/responses.ts), [`lib/server/requestId.ts`](lib/server/requestId.ts), [`lib/server/apiRoute.ts`](lib/server/apiRoute.ts); migrated `app/api/auth/**/route.ts`, `app/api/drafts/me/route.ts`, `app/api/rules/route.ts`, `app/api/rules/[id]/route.ts`; tests in `tests/unit/{responses,requestId,apiRoute,draftsMeRoute,rulesByIdRoute}.test.ts`.
|
||
|
||
**Linear:** [CR-84](https://linear.app/community-rule/issue/CR-84/backend-api-error-contract-request-id-logging) **Done** (**CR-73** Done — was ready to pick up).
|
||
|
||
---
|
||
|
||
## Ticket 14 — Custom session lifecycle (rotation, cleanup, policy)
|
||
|
||
**Depends on:** Ticket 4 (session visible in create flow).
|
||
|
||
**Server / admin:** None for implementation; production cron may need admin if cleanup runs as a job.
|
||
|
||
**Goal:** Make custom Prisma sessions maintainable: rotation, invalidation policy, expired-row cleanup—per [docs/backend-roadmap.md](backend-roadmap.md) §4–5.
|
||
|
||
**Implementation:**
|
||
|
||
1. **Policy:** On **new sign-in** (magic-link verification / session creation), decide whether to **delete other `Session` rows** for that user (single active session) or allow multiple devices (document choice).
|
||
2. **Rotation (optional v1.1):** Issue new token on privilege-sensitive actions if product requires.
|
||
3. **Cleanup:** Delete or mark expired sessions (scheduled job, or prune on read with occasional batch).
|
||
4. **Docs:** Add short ADR or comment block in `lib/server/session.ts`.
|
||
|
||
**Acceptance criteria:**
|
||
|
||
- [ ] Documented behavior matches implementation.
|
||
- [ ] Expired sessions do not accumulate unbounded in production over months.
|
||
|
||
**Files:** [lib/server/session.ts](lib/server/session.ts), [app/api/auth/magic-link/verify/route.ts](app/api/auth/magic-link/verify/route.ts), optional `prisma` migration if new columns (unlikely).
|
||
|
||
**Linear:** [CR-85](https://linear.app/community-rule/issue/CR-85/backend-custom-session-lifecycle-cleanup-invalidation-policy) **Done** — multi-device policy; lazy expired-row cleanup on every sign-in (per-user prune via `@@index([userId])` + ~5% global sweep); no rotation in v1; cleanup failures logged but never fail sign-in. ADR comment block lives at the top of [lib/server/session.ts](../../lib/server/session.ts); no Prisma migration needed.
|
||
|
||
---
|
||
|
||
## Ticket 15 — Profile dashboard + account (Figma profile)
|
||
|
||
**Depends on:** Ticket 3 (auth), **Ticket 4** (session in UI), **Ticket 6** (**CR-77** publish — **Done** — so real published rules exist for “my rules”). Soft optional: Tickets 7–8 for “create from template” CTA parity.
|
||
|
||
**Goal:** Signed-in **profile** experience matching [Figma — Profile](https://www.figma.com/design/agv0VBLiBlcnSAaiAORgPR/Community-Rule-System?node-id=22143-900069): **Your CommunityRules** (list **own** published rules), **duplicate** / **delete** per rule, CTAs into create flow (custom + from template), **logout** (existing API), **delete account** (policy + API + confirmation UX).
|
||
|
||
**Out of scope for this ticket**
|
||
|
||
- **Change your account email** (shown in Figma options): **deferred**—no backend in this slice. Product may **hide** the row, show **“Coming soon,”** or backlog until a **future ticket** (verified email change, conflicts, sessions).
|
||
- **`displayName` / new `User` fields:** not required—use **static** welcome copy, generic greeting, or **email local-part in UI only** until a later schema/product decision.
|
||
|
||
**Context:** Today `GET /api/rules` is a **public** list of all published rules; there is no authenticated **my rules** endpoint, no owner **DELETE** / **duplicate**, and no **delete user** API. See [docs/backend-roadmap.md](backend-roadmap.md) §1 “profile / account — not implemented yet” and §6.
|
||
|
||
**Implementation (sketch):**
|
||
|
||
1. **API:** Authenticated route(s) to list rules **where `userId` = session user**; owner-only `DELETE` (and duplicate via `POST` reuse or dedicated handler); `DELETE` user (or equivalent) with explicit Prisma policy—cascade vs orphan `PublishedRule` (today `onDelete: SetNull` on user) and cleanup of `Session` / `RuleDraft`.
|
||
2. **UI:** Marketing route (e.g. `/profile`), rule cards (title, summary, artwork from `document` as needed), **IN PROGRESS** badge per roadmap §4 (derive from JSON / future `status` / UI-only).
|
||
3. **Nav:** Link from header when signed in if design requires.
|
||
4. **i18n** for strings; legal/product review for **delete account** copy.
|
||
|
||
**Acceptance criteria:**
|
||
|
||
- [ ] Signed-in user sees **only their** published rules (not the global public list).
|
||
- [ ] Duplicate and delete actions work for **owner** only; errors are clear.
|
||
- [ ] Logout still works from profile context.
|
||
- [ ] Delete account flow matches agreed policy and is confirmed in UI.
|
||
- [ ] No verified **email change** shipped in this ticket; Figma row handled per product (hide/disabled/backlog).
|
||
|
||
**Files:** new `app/` routes and components, `app/api/rules/...` (or new segment handlers), [lib/create/api.ts](lib/create/api.ts) as needed, [prisma/schema.prisma](prisma/schema.prisma) only if account-delete policy requires schema tweaks, [messages/en/](messages/en/) for copy.
|
||
|
||
**Linear:** [CR-86](https://linear.app/community-rule/issue/CR-86/backend-profile-dashboard-account-figma-profile) (**Backlog**). **Publish prerequisite:** **CR-77** **Done** — not blocked on wiring. **Related:** [CR-81](https://linear.app/community-rule/issue/CR-81/backend-public-rule-detail-page-get-apirulesid-optional) (public rule detail for deep links from profile cards). **Not** part of the sequential **CR-72 → CR-83** chain—parallel after session, similar to CR-84/CR-85. **Also on CR-86:** draft list + resume + hydration alignment (moved from CR-89).
|
||
|
||
---
|
||
|
||
## Summary order
|
||
|
||
| Order | Ticket | Short name |
|
||
| ----: | ------ | --------------------------------- |
|
||
| 1 | 1 | Refresh backend-roadmap |
|
||
| 2 | 2 | CreateFlowState + API validation |
|
||
| 3 | 3 | Magic-link sign-in UI |
|
||
| 4 | 4 | Create flow session UI |
|
||
| 5 | 5 | Draft sync hardening |
|
||
| 6 | 6 | Publish wiring |
|
||
| 7 | 7 | Template seed |
|
||
| 8 | 8 | Templates in UI |
|
||
| 9 | 9 | Web vitals persistence |
|
||
| 10 | 10 | Public rule detail (optional) |
|
||
| 11 | 11 | CI migrate smoke (optional) |
|
||
| 12 | 12 | Ops admin handoff (Cloudron) **Done** |
|
||
| 13 | 13 | API errors + request-id logging |
|
||
| 14 | 14 | Session lifecycle + cleanup |
|
||
| 15 | 15 | Profile + account (Figma profile) |
|
||
| 16 | 16 | Template matrix (facets; no xlsx) |
|
||
| 17 | 17 | Canon create-flow (custom path) |
|
||
| 18 | 18 | Stakeholder invites (confirm-stakeholders) |
|
||
| 19 | 19 | `Add` button behavior (custom-rule pages + Final Review) |
|
||
|
||
**Follow-up (no doc ticket #):** **[CR-93](https://linear.app/community-rule/issue/CR-93/product-rank-template-cards-by-community-facets-reuse-get-apitemplates)** — marketing template grids ranked by user facets (API-ready; tests deferred with that issue).
|
||
|
||
Tickets **10–11** can be deferred without blocking the core “auth + drafts + publish + templates” vertical slice. **Ticket 6 / CR-77** (publish) is **Done**. **Ticket 16** / **CR-88** (facet data + APIs + wizard method ranking) shipped **after 7–8**; **CR-93** tracks **marketing** template grids ranked by user facets (API-ready). **Ticket 17** / **CR-89** (**[Done](https://linear.app/community-rule/issue/CR-89/product-canon-custom-create-rule-wizard-routes-resume-progress-repo)**) canonizes the **custom** wizard in [`docs/create-flow.md`](create-flow.md) (progress bar, `[screenId]` routing). **Draft resume / hydration** follow-ups: **CR-86**. **Tickets 13–14** are parallel (**CR-84** / **CR-85** — both **Done**). **Ticket 15 / CR-86** is **parallel** (publish prerequisite met); implementation backlog. **Ticket 18** (**[CR-90](https://linear.app/community-rule/issue/CR-90/productbackend-invite-stakeholders-email-from-confirm-stakeholders)**) adds real **email-based stakeholder invites** to the `confirm-stakeholders` step — currently ships as a label-only chip list despite copy promising invites; **parallel** to the main chain, awaits design + product brief before implementation. **Ticket 19** (**[CR-91](https://linear.app/community-rule/issue/CR-91/productdesign-add-button-behavior-on-custom-rule-pages-and-final)**) is a **product/design** clarification ticket: the `Add` affordance is inconsistent across custom-rule pages (full custom-chip flow only on `core-values`; an `add` link that just expands the card stack on the four card-style pages) and the Final Review screen renders a `+` button per category that today is a no-op; needs a brief + Figma before any implementation lands.
|
||
|
||
---
|
||
|
||
## Linear (Community-rule team)
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**Main chain (historical):** **CR-72 → CR-83** was the original **strict sequence**; **repo + Linear status today:** **CR-72–CR-79**, **CR-83**, **CR-84**, **CR-85**, **CR-88**, **CR-89** are **Done**; **CR-77** (publish) **Done**; **CR-80–CR-82** remain **Backlog** (web vitals, public rule detail, CI migrate smoke). **CR-83** (admin handoff) shipped as a narrow handoff sheet; the actual Cloudron deployment pipeline is split into the **`[Backend]` follow-up tickets** filed under it (env-var bridging → image registry → staging → production cutover → operator runbook → legacy decommission). **Parallel (still open):** **CR-86** / Ticket 15 (**Backlog** — publish **not** a blocker); **CR-93** (**Backlog**); **CR-90** / Ticket 18 (stakeholder invites); **CR-91** / Ticket 19 (`Add` button behavior).
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| Doc ticket | Linear | Title (short) |
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| ---------: | --------------------------------------------------------------------------------------------------------------------------- | --------------------------------------- |
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| 1 | [CR-72](https://linear.app/community-rule/issue/CR-72/backend-align-docsbackend-roadmapmd-with-current-codebase) | Align backend-roadmap |
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| 2 | [CR-73](https://linear.app/community-rule/issue/CR-73/backend-formalize-createflowstate-validate-draftpublish-api-payloads) | CreateFlowState + API validation |
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| 3 | [CR-74](https://linear.app/community-rule/issue/CR-74/backend-magic-link-sign-in-ui-apis-ticket-3-cr-75-done) | Magic-link sign-in UI (Ticket 3; Done) |
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| 4 | [CR-75](https://linear.app/community-rule/issue/CR-75/backend-create-flow-session-ui-sign-out-ticket-4-done) | Create flow session UI (Ticket 4; Done) |
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| 5 | [CR-76](https://linear.app/community-rule/issue/CR-76/backend-harden-server-draft-sync-save-and-exit-post-login-transfer) | Draft sync hardening (PUT UX / errors) |
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| 6 | [CR-77](https://linear.app/community-rule/issue/CR-77/backend-wire-publish-rule-from-create-flow-post-apirules) | Publish wiring **Done** |
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| 7 | [CR-78](https://linear.app/community-rule/issue/CR-78/backend-prisma-seed-ruletemplate-document) | Template seed **Done** |
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| 8 | [CR-79](https://linear.app/community-rule/issue/CR-79/backend-load-rule-templates-from-get-apitemplates-in-ui) | Templates in UI |
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| 9 | [CR-80](https://linear.app/community-rule/issue/CR-80/backend-persist-web-vitals-outside-next-db-or-external-rum) | Web vitals (prefer external) |
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| 10 | [CR-81](https://linear.app/community-rule/issue/CR-81/backend-public-rule-detail-page-get-apirulesid-optional) | Public rule detail (optional) |
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| 11 | [CR-82](https://linear.app/community-rule/issue/CR-82/backend-ci-postgres-migration-smoke-optional) | CI migrate smoke (optional) |
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| 12 | [CR-83](https://linear.app/community-rule/issue/CR-83/backend-stagingproduction-runbook-admin-handoff-docsops-backend) | Ops admin handoff (Cloudron) **Done** |
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| 12.1 | [CR-96](https://linear.app/community-rule/issue/CR-96/backend-bridge-cloudron-env-vars-to-canonical-names) | `[Backend] Bridge CLOUDRON_* env vars to canonical names` |
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| 12.2 | [CR-97](https://linear.app/community-rule/issue/CR-97/backend-container-image-registry-choose-build-push) | `[Backend] Container image registry: choose, build, push` |
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| 12.3 | [CR-98](https://linear.app/community-rule/issue/CR-98/backend-cloudron-staging-install-smoke) | `[Backend] Cloudron staging install + smoke` |
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| 12.4 | [CR-99](https://linear.app/community-rule/issue/CR-99/backend-cloudron-production-install-dns-cutover) | `[Backend] Cloudron production install + DNS cutover` |
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| 12.5 | [CR-100](https://linear.app/community-rule/issue/CR-100/backend-steady-state-operator-runbook) | `[Backend] Steady-state operator runbook` |
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| 12.6 | [CR-101](https://linear.app/community-rule/issue/CR-101/backend-decommission-legacy-expressmysql-backend) | `[Backend] Decommission legacy Express/MySQL backend` |
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| 13 | [CR-84](https://linear.app/community-rule/issue/CR-84/backend-api-error-contract-request-id-logging) | API errors + request-id logging |
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| 14 | [CR-85](https://linear.app/community-rule/issue/CR-85/backend-custom-session-lifecycle-cleanup-invalidation-policy) | Session lifecycle + cleanup **Done** |
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| 15 | [CR-86](https://linear.app/community-rule/issue/CR-86/backend-profile-dashboard-account-figma-profile) | Profile + account (Figma 22143:900069) |
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| 16 | [CR-88](https://linear.app/community-rule/issue/CR-88/backend-template-recommendation-matrix-facet-data-seed-and-apis-no) | Template matrix (facets; no xlsx) |
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| 17 | [CR-89](https://linear.app/community-rule/issue/CR-89/product-canon-custom-create-rule-wizard-routes-resume-progress-repo) | Canon create-flow (custom wizard + docs) **Done** |
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| — | [CR-93](https://linear.app/community-rule/issue/CR-93/product-rank-template-cards-by-community-facets-reuse-get-apitemplates) | Template grid + facet ranking (product) |
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| 18 | [CR-90](https://linear.app/community-rule/issue/CR-90/productbackend-invite-stakeholders-email-from-confirm-stakeholders) | Stakeholder invites (confirm-stakeholders) |
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| 19 | [CR-91](https://linear.app/community-rule/issue/CR-91/productdesign-add-button-behavior-on-custom-rule-pages-and-final) | `Add` button behavior (custom-rule + Final Review) |
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---
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## Linear sync notes (CR-74 / CR-75)
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**[CR-74](https://linear.app/community-rule/issue/CR-74/backend-magic-link-sign-in-ui-apis-ticket-3-cr-75-done)** and **[CR-75](https://linear.app/community-rule/issue/CR-75/backend-create-flow-session-ui-sign-out-ticket-4-done)** are kept in sync with **Ticket 3** / **Ticket 4** above (magic link, `AuthModalProvider`, anonymous draft + transfer, etc.). **Residual:** staging/prod `Host` / magic-link URL verification (per-environment).
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To refresh other issues from this doc, use Linear MCP `save_issue` or paste the matching **Ticket N** section into the issue body.
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