# X-IPE Ideation System - Complete Analysis & Documentation

This directory contains comprehensive documentation of the X-IPE ideation API routes, services, and data model.

## 📚 Documentation Files

### 1. **IDEATION_API_QUICK_REFERENCE.txt** (Quick Start - 5 min read)
   - ASCII formatted reference guide
   - High-level overview of all components
   - Service method categories
   - Workflow integration overview
   - Security features summary
   - **Best for:** Quick lookups, understanding architecture at a glance

### 2. **IDEATION_API_ANALYSIS.md** (Comprehensive Reference - 20 min read)
   - 475 lines of detailed analysis
   - Complete endpoint specifications with parameters
   - All 30+ service methods documented
   - Data model and file structures
   - Workflow manager integration details
   - Skills service documentation
   - Security & validation rules
   - Design patterns and best practices
   - **Best for:** Deep understanding, implementation reference

### 3. **IDEATION_ENDPOINTS_DETAILED.md** (Endpoint Deep-Dive - 30 min read)
   - 591 lines of exhaustive endpoint documentation
   - All 21 endpoints with:
     - Purpose and use cases
     - Complete request/response examples
     - HTTP status codes
     - Parameter descriptions
     - Special behaviors and side effects
   - Request/response patterns
   - Path normalization logic
   - Summary statistics
   - **Best for:** API integration, endpoint testing, client development

---

## 🎯 Quick Navigation

### By Task
- **Need quick API reference?** → IDEATION_API_QUICK_REFERENCE.txt
- **Need implementation guide?** → IDEATION_API_ANALYSIS.md
- **Need endpoint specs?** → IDEATION_ENDPOINTS_DETAILED.md
- **Need everything?** → Read all three in order

### By Topic

#### API Endpoints (21 total)
| Group | Count | Find in |
|-------|-------|---------|
| Tree & Browse | 5 | All docs (Section 1 or 5) |
| Create | 2 | All docs (Section 2 or 6) |
| Rename | 2 | All docs (Section 3 or 8) |
| Delete | 1 | All docs (Section 4 or 9) |
| Move & Transform | 4 | All docs (Section 5 or 11) |
| Configuration | 2 | All docs (Section 6 or 15) |
| KB References | 3 | All docs (Section 7 or 17) |
| Skills | 1 | All docs (Section 8 or 20) |
| Workflow Integration | 1+ | Workflow routes |

#### Service Methods (30+ total)
| Service | Location | Methods |
|---------|----------|---------|
| IdeasService | IDEATION_API_ANALYSIS.md §2 | 30+ methods organized by category |
| SkillsService | IDEATION_API_ANALYSIS.md §4 | 2 methods |

#### Data Models
- **Tree Node Format** → IDEATION_API_ANALYSIS.md §3.2
- **Configuration Files** → IDEATION_API_ANALYSIS.md §3.3
- **API Responses** → IDEATION_API_ANALYSIS.md §3.4
- **Skill Object Format** → IDEATION_API_ANALYSIS.md §4

#### Features & Requirements
- **FEATURE-008**: Workplace (Idea Management)
- **CR-001**: File format conversion (DOCX/MSG → HTML)
- **CR-002**: Target folder upload
- **CR-004**: Knowledge base references integration
- **CR-006**: Folder tree UX enhancements
- **FEATURE-037-A/B**: Compose modal & file content display
- **FEATURE-049-A**: Knowledge base service integration
- **EPIC-036**: Workflow manager integration

---

## 🔑 Key Findings

### 1. File-System Based Storage
```
x-ipe-docs/ideas/
├── .ideation-tools.json          # Toolbox config
├── Draft Idea - 01012024.../    # Timestamped idea folders
└── Custom Folder/               # User-created folders
    ├── files (md, docx, images, etc.)
    └── .knowledge-reference.yaml # KB references
```

### 2. All 21 Endpoints by Category

**Tree & Browse (5)**
- GET /api/ideas/tree
- GET /api/ideas/folder-contents
- GET /api/ideas/search
- GET /api/ideas/delete-info
- GET /api/ideas/file (with auto-conversion)

**CRUD Operations (7)**
- POST /api/ideas/upload
- POST /api/ideas/create-folder
- POST /api/ideas/rename
- POST /api/ideas/rename-file
- POST /api/ideas/delete
- (5 REST methods + 1 create)

**Tree UX Enhancements (4 - CR-006)**
- POST /api/ideas/move
- POST /api/ideas/duplicate
- POST /api/ideas/validate-drop
- GET /api/ideas/download

**Configuration (2)**
- GET /api/ideas/toolbox
- POST /api/ideas/toolbox

**Knowledge Base Integration (3 - CR-004)**
- GET /api/ideas/kb-references
- POST /api/ideas/kb-references
- DELETE /api/ideas/kb-references

**Skills (1)**
- GET /api/skills

### 3. Service Architecture

**IdeasService (1101 lines)**
- Tree operations (6 methods)
- Upload & creation (3 methods)
- Rename operations (3 methods)
- Delete operations (2 methods)
- Move & duplicate (3 methods)
- Folder & file content (2 methods)
- Versioned summaries (2 methods)
- Toolbox config (2 methods)
- Knowledge base (3 methods)
- Utilities (5+ methods)

**SkillsService (95 lines)**
- Reads from .github/skills/
- Parses YAML frontmatter
- Returns skill name + description

### 4. Workflow Integration
- **Ideation stage** has mandatory actions: compose_idea, refine_idea
- **Ideas category** maps ideas folder to deliverables
- **Link endpoint** ties workflow to idea folder
- **Action updates** track idea composition/refinement

### 5. Security Features
- ✅ Path traversal prevention (Path.resolve() validation)
- ✅ Filename validation (255 chars, no invalid filesystem chars)
- ✅ File conversion sanitization (removes scripts, iframes, event handlers)
- ✅ File size limits (10MB for conversion)
- ✅ Content-Type validation for downloads

### 6. Special Requirements Met
- **CR-001**: DOCX → HTML (mammoth), MSG → HTML (extract_msg)
- **CR-002**: Upload to existing target folder + auto-create
- **CR-004**: KB reference YAML persistence
- **CR-006**: Move, duplicate, drag-drop validation

---

## 🛠️ Common Use Cases

### Upload Idea with Files & KB References
```bash
POST /api/ideas/upload
Content-Type: multipart/form-data

files: [doc1.md, doc2.docx]
target_folder: "x-ipe-docs/ideas/MyIdea"
kb_references: ["path/to/kb/doc1", "path/to/kb/doc2"]
```

### Move Idea Folder
```bash
POST /api/ideas/move
{"source_path": "x-ipe-docs/ideas/Old/item", "target_folder": "x-ipe-docs/ideas/New"}
```

### Create Versioned Summary
```
IdeasService.create_versioned_summary(
    "x-ipe-docs/ideas/MyIdea",
    "# Summary\n...",
    base_name="idea-summary"
)
→ Creates: idea-summary-v1.md
```

### Link Workflow to Idea
```bash
POST /api/workflow/my-workflow/link-idea
{"idea_folder_path": "x-ipe-docs/ideas/MyIdea"}
```

---

## 📊 Statistics

| Metric | Value |
|--------|-------|
| **Total Endpoints** | 21 |
| **Total Service Methods** | 30+ |
| **Code Lines (routes)** | 780 |
| **Code Lines (service)** | 1101 |
| **Documentation** | 1066 lines (3 files) |
| **Features** | FEATURE-008, CR-001–006, EPIC-036 |
| **Config Formats** | JSON (.ideation-tools.json), YAML (.knowledge-reference.yaml) |

---

## 🔗 Related Files in Repository

### Core Implementation
- `/src/x_ipe/routes/ideas_routes.py` (780 lines) - All 21 endpoints
- `/src/x_ipe/services/ideas_service.py` (1101 lines) - Service with 30+ methods
- `/src/x_ipe/services/skills_service.py` (95 lines) - Skills service
- `/src/x_ipe/routes/workflow_routes.py` (238 lines) - Workflow integration
- `/src/x_ipe/services/workflow_manager_service.py` - Workflow engine

### Testing
- `/tests/test_ideas.py` - Ideas service tests
- `/tests/test_compose_idea_modal.py` - Compose modal tests
- `/tests/test_feature_037b.py` - Feature 037-B tests

### Configuration
- `/src/x_ipe/app.py` (line 186-210) - Blueprint registration
- `x-ipe-docs/ideas/.ideation-tools.json` - Toolbox config
- `x-ipe-docs/ideas/.knowledge-reference.yaml` - KB references
- `.github/skills/*/SKILL.md` - Skill definitions

---

## 🚀 Getting Started with Ideas API

### 1. Understand the Architecture (5 min)
Read: IDEATION_API_QUICK_REFERENCE.txt

### 2. Explore the Service (15 min)
Read: IDEATION_API_ANALYSIS.md §2 (Service Methods)

### 3. Learn the Endpoints (20 min)
Read: IDEATION_ENDPOINTS_DETAILED.md (All 21 endpoints)

### 4. Implement a Feature (Variable)
Use IDEATION_ENDPOINTS_DETAILED.md for endpoint specs
Use IDEATION_API_ANALYSIS.md for service usage

---

## 📝 Documentation Version

- **Date Created:** 2025-01-15
- **X-IPE Version:** Current (main branch)
- **Endpoints Documented:** 21/21
- **Service Methods:** 30+
- **Features Covered:** FEATURE-008, CR-001–006, EPIC-036, FEATURE-037, FEATURE-049-A
- **Files:** 3 comprehensive guides (1066 lines total)

---

## ⚡ Key Takeaways

1. **File-system based** - No database, all ideas stored in folders
2. **21 Endpoints** - Comprehensive CRUD + tree UX operations
3. **30+ Service methods** - Well-organized by category
4. **Workflow integration** - compose_idea and refine_idea actions
5. **Knowledge base support** - Link ideas to KB entries
6. **Secure** - Path traversal prevention, filename validation, sanitization
7. **Rich file support** - Markdown, images, DOCX (→ HTML), MSG (→ HTML)
8. **Versioning** - Automatic version numbering for summaries
9. **UX-focused** - Drag-drop, search, lazy loading, unique naming
10. **Tracing enabled** - All methods wrapped with @x_ipe_tracing()

---

## 📖 Reading Order Recommendation

**For API Integration:**
1. IDEATION_API_QUICK_REFERENCE.txt (skim)
2. IDEATION_ENDPOINTS_DETAILED.md (full read)

**For Service Development:**
1. IDEATION_API_QUICK_REFERENCE.txt (full read)
2. IDEATION_API_ANALYSIS.md (full read)
3. IDEATION_ENDPOINTS_DETAILED.md (reference)

**For Architecture Understanding:**
1. IDEATION_API_QUICK_REFERENCE.txt (skim)
2. IDEATION_API_ANALYSIS.md §1-6 (data model + service)
3. IDEATION_API_ANALYSIS.md §5 (workflow integration)

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