docs: rewrite roadmap to reflect current state, add post-work checklist to CLAUDE.md
Rewrote 03-DEVELOPMENT-ROADMAP.md — replaced outdated week-by-week format with phase-based structure reflecting actual project state. Integrated all 13 open GitHub issues into appropriate phases. Added "After Completing Work" checklist to CLAUDE.md coding standards and roadmap/issues to quick reference table. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
chihlasm
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# Development Roadmap
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## Phase 1: MVP (Weeks 1-3)
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**Goal:** Get Michael using this on real tickets ASAP
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### Week 1: Foundation
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**Backend:**
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- [x] Project setup (Python FastAPI, project structure)
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- [x] Database schema design and creation (PostgreSQL)
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- [x] User authentication (register, login, JWT tokens)
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- [x] Basic CRUD API for trees
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- [x] Session tracking API
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**Frontend:**
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- [x] Project setup (React + Vite, Tailwind CSS)
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- [x] Authentication UI (login, register)
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- [x] Basic layout and navigation
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- [x] Tree selection/browsing interface
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**DevOps:**
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- [x] Docker setup for local development
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- [x] Database migrations (Alembic)
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- [x] Environment configuration
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### Week 2: Core Functionality
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**Backend:**
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- [x] Session decision tracking
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- [x] Export API (plain text, markdown, HTML)
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- [ ] File upload API (basic) - *Deferred to Phase 3*
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- [x] Tree retrieval optimizations
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**Frontend:**
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- [x] Tree navigation interface
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- [x] Display questions/decisions
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- [x] Yes/No buttons
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- [x] Multiple choice options
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- [x] Notes input at each step
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- [x] Back button (undo decision)
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- [x] Progress indicator (breadcrumb)
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- [x] Session management
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- [x] Start new session
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- [x] Save progress
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- [x] Complete session
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- [x] Export functionality
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- [ ] Preview export - *Not yet implemented*
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- [ ] Copy to clipboard - *Not yet implemented*
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- [x] Download as file
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**Content:**
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- [x] Create 7 comprehensive decision trees via `backend/scripts/seed_trees.py`:
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**Tier 1 - Help Desk:**
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1. [x] Password Reset/Account Lockout (20+ nodes)
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2. [x] Outlook/Email Problems (15+ nodes)
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3. [x] VPN Connection Failures (15+ nodes)
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4. [x] Printer Problems (15+ nodes)
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**Tier 2 - Desktop Support:**
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5. [x] Slow Computer Troubleshooting (15+ nodes)
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6. [x] Network Connectivity Issues (15+ nodes)
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**Tier 3 - Systems:**
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7. [x] File Share Access Problems (20+ nodes)
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### Week 3: Polish & Testing
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**Backend:**
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- [x] Error handling improvements
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- [x] API documentation (automatic via FastAPI)
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- [x] Performance optimization
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**Frontend:**
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- [x] UI/UX refinements - Markdown rendering, micro-interactions, design polish
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- [x] Responsive design (desktop + mobile)
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- [x] Loading states
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- [x] Error handling and user feedback (ErrorBoundary)
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- [x] Markdown rendering in session player and node editor
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- [ ] Keyboard shortcuts - *Not yet implemented*
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- [x] User preferences - **COMPLETE**
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- [x] Theme toggle (dark/light/system)
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- [x] Persist preferences in localStorage
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- [x] Settings page accessible from user menu at `/settings`
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- [x] Default export format preference
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**Testing:**
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- [x] Michael tests on 5-10 real tickets
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- [x] Bug fixes based on feedback
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- [x] Documentation updates
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**Deployment:**
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- [x] Deploy to Railway - **PRODUCTION LIVE**
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- [x] Setup production database
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- [x] Configure environment variables
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- [x] SSL/HTTPS setup
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- [x] Custom domain (resolutionflow.com / api.resolutionflow.com)
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- [x] PR environments for testing
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### MVP Success Criteria
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- [x] Michael can log in
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- [x] Michael can navigate through a decision tree
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- [x] Michael can add notes at each step
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- [x] Michael can export clean, formatted notes
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- [x] Notes make sense and show work performed
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- [x] System is stable and responsive
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- [ ] Michael actually uses it for real tickets - *Testing in progress*
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> **Last Updated:** March 1, 2026
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> **Product:** ResolutionFlow (repo: patherly)
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> **Target Market:** MSP companies — IT service providers managing infrastructure and support for multiple clients
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---
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## Phase 2: Team-Ready (Weeks 4-6)
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## Completed Work
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### Week 4: Team Features
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**Backend:**
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- [x] Team model and API
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- [x] Role-based access control (super_admin, team_admin, engineer, viewer)
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- [x] Tree authorship controls (who can edit)
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- [x] Multi-user session tracking
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### Phase 1: MVP
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- FastAPI backend with 25+ API endpoints, PostgreSQL, Docker, Alembic migrations
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- JWT auth with refresh token rotation, invite codes, password complexity
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- Trees CRUD, sessions, export (Markdown/Text/HTML), full-text search
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- React 19 + Vite + TypeScript + Tailwind frontend
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- Tree navigation (session player), session history, export download
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- Production deployment on Railway (resolutionflow.com)
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- 7 seed decision trees, 100+ integration tests
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**Frontend:**
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- [x] Team management UI
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- [x] User role display
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- [x] Tree editor permissions (permission-based guards)
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- [x] User profile/settings page
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### Phase 2: Team-Ready
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- RBAC (super_admin, team_admin, engineer, viewer) with `usePermissions` hook
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- Tree Editor — form-based with visual canvas preview, Zustand + immer + zundo (undo/redo)
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- Tree organization — categories, tags (autocomplete), user folders (3-level hierarchy)
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- Admin panel — 8 pages (users, invite codes, audit logs, plan limits, feature flags, settings, categories)
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- Session enhancements — timer, keyboard hints, repeat last, auto-recovery, scratchpad (Ctrl+/)
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- Session outcomes with step timing tracking
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- Mobile-responsive design
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- Security hardening (Phases A-D) — rate limiting, audit logs, soft delete, SQL escaping
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**Content:**
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- [ ] Add 5-10 more decision trees based on Michael's feedback
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- [ ] Refine existing trees based on usage data
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### Phase 2.5: Step Library & Procedural Flows (Partially Complete)
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- **Step Library backend** — CRUD, search, ratings, reviews, visibility filtering, verified-use badge
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- **Procedural flows** — `procedural` tree type, step-by-step execution engine, intake forms, section headers, resume support, type-aware routing
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- **Maintenance flows** — `maintenance` tree type, batch session launch, saved target lists, APScheduler cron scheduling, maintenance detail page
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- **Session sharing** — ShareSessionModal, SharedSessionPage, MySharesPage, share links with copy/manage
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- **Export improvements** (Phases A-C) — step cutoff, summary block, detail levels, editable preview, sensitive data redaction
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- **Rebrand** — Patherly → ResolutionFlow branding, dark-first purple gradient design system
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### Week 5: Tree Management
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**Backend:**
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- [x] Tree categories and tagging
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- [x] Tree search API (full-text)
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- [ ] Tree usage statistics
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- [x] Session history API
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**Frontend:**
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- [x] Tree editor UI
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- [ ] Visual tree builder (drag-and-drop nodes) - *Form-based implemented instead*
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- [x] Add/edit/delete nodes
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- [x] Set question types (yes/no, multiple choice, action)
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- [x] Add help text and documentation links
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- [x] Markdown preview in description fields
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- [x] Save and publish
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- [x] Tree library/browser
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- [x] Category filters
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- [x] Search functionality (full-text)
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- [x] Sort by usage, date, name
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- [x] Tag filters with autocomplete
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- [x] Folder organization (hierarchy support)
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- [x] Session history viewer
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- [x] List past sessions
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- [x] View session details
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- [x] Re-export past sessions
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### Week 6: Mobile & Polish
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**Frontend:**
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- [x] Mobile-responsive design
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- [x] Touch-friendly buttons
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- [x] Optimized layouts for small screens
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- [x] Responsive navigation and forms
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- [ ] Custom branches during navigation - *In Progress*
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- [ ] "Add custom step" button
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- [ ] Quick branch creation
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- [ ] Custom branches saved to session (not tree)
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- [x] UI improvements based on feedback
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- [x] Micro-interactions and transitions
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- [x] Global thin scrollbar styling
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- [x] Design consistency and polish
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**Testing:**
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- [ ] Onboard 2-3 team members
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- [ ] Gather feedback
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- [ ] Bug fixes and refinements
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### Phase 2 Success Criteria
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- [x] Tree editor is functional and intuitive
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- [x] Mobile interface is usable
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- [x] RBAC and permissions implemented
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- [x] Tree organization (categories, tags, folders)
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- [ ] 3-5 engineers actively using the tool - *Pending user testing*
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- [ ] Custom branches work smoothly - *In Progress*
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- [ ] Team reports positive feedback - *Pending user testing*
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### Recently Completed (Feb-Mar 2026)
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- **AI Flow Assist** — Conversational AI chat builder for generating troubleshooting and procedural flows. Multi-phase interview (scope → structure → details), progressive tree generation with live preview, save to flow library. Backend: Anthropic Claude API with streaming, AI tree validation, scaffold/refine pipeline. Frontend: ChatPanel, StaticTreePreview, ChatToolbar, Zustand store.
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- **Cross-Reference / Loop-Back Support** — Ghost references allowing any node to link to any other node in the tree (loop-backs, re-verification patterns). Backend validation relaxed for cross-refs. Frontend: cross-reference edge rendering (dashed purple arrows), node picker dropdowns in action/decision forms, circular reference detection changed to warnings.
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---
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## Phase 2.5: Personal Branching & Step Library (Weeks 7-8)
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**Goal:** Enable personalized troubleshooting workflows without modifying official trees
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## In Progress
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**Dependencies:** Requires Phase 2 completion (Tree Editor, Session History, User Permissions)
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### Week 7: Step Library & Custom Steps
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**Backend:**
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- [x] Step categories table and seed data (10 global categories)
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- [x] Step Library database schema and migrations
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- [x] Step CRUD API endpoints at `/api/v1/steps`
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- [x] Step search with full-text indexing
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- [x] Step rating and review system
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- [x] Visibility filtering (private/team/public)
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- [x] Session custom steps tracking (JSONB field)
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- [x] Step usage logging for "Verified Use" badge
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**Frontend:**
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- [ ] "+ Add Custom Step" button in tree navigation - *In Progress*
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- [ ] Custom step creation modal
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- [ ] "Type My Own" tab with step form
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- [ ] "Browse Library" tab with search/filter
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- [ ] Step library browser component
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- [ ] Category filter dropdown
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- [ ] Tag filter (popular tags as chips)
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- [ ] Minimum rating filter
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- [ ] Sort options (recent, popular, rating)
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- [ ] Step preview/detail modal with ratings
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- [ ] Custom step indicator in session view
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- [x] Custom steps in export output (backend support complete)
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- [ ] Rate/review modal after using a step
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### Week 8: Tree Forking & Personal Trees
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**Backend:**
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- [ ] User trees database schema and migrations
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- [ ] Fork tree API endpoint
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- [ ] User trees CRUD endpoints
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- [ ] Share token generation for link sharing
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- [ ] Public tree access (no auth) endpoint
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- [ ] Save session as tree endpoint
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- [ ] Fork tracking and lineage
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**Frontend:**
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- [ ] "My Trees" dashboard page
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- [ ] Fork button on tree detail view
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- [ ] Save session as tree prompt (post-completion)
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- [ ] Tree sharing modal
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- [ ] Visibility options (private/link/team/public)
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- [ ] Share link generation
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- [ ] Copy link functionality
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- [ ] Fork notification when original updates
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- [ ] Basic diff view for tree changes
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**Admin Features:**
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- [ ] Category management UI (create, rename, archive)
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- [ ] Community step approval queue
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- [ ] Admin curated steps management
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- [ ] Review moderation (hide abusive reviews)
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### Phase 2.5 Success Criteria
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- [ ] Users can add custom steps during any session - *Backend ready, UI in progress*
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- [x] Custom steps included in session exports
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- [x] Step library backend complete with search API
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- [ ] Step library frontend UI complete - *In Progress*
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- [ ] Users can fork and save personal tree versions - *Backend schema ready*
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- [ ] Sharing via link works for non-authenticated users
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- [x] Team visibility respects team membership (RBAC complete)
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- [x] Ratings API with "Verified Use" tracking complete
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- [x] No cross-user data leakage (permissions audit complete)
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| Task | Status | Notes |
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|------|--------|-------|
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| Step Library Frontend UI | In Progress | Backend complete, frontend browse/search/rate UI pending |
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| Procedural Flows Lifecycle | In Progress | Resume done, run chooser/reuse pending |
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---
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## Phase 3: Professional Tool (Weeks 9-14)
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## Phase 3: Intelligence & Polish
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### Week 9-10: File Attachments
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**Backend:**
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- [ ] S3-compatible storage setup (MinIO/DigitalOcean Spaces)
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- [ ] File upload with validation (type, size)
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- [ ] Generate pre-signed URLs
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- [ ] Attachment metadata storage
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- [ ] Include attachments in exports
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**Goal:** Make ResolutionFlow smarter — surface insights from usage data and make the day-to-day experience faster.
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**Frontend:**
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- [ ] File upload UI at decision nodes
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- [ ] Drag-and-drop upload
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- [ ] Screenshot paste support (Ctrl+V)
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- [ ] File preview (images)
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- [ ] Multiple files per node
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- [ ] Attachment gallery in session view
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- [ ] Download attachments
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### 3A: Quick Wins & UX (Priority: Medium)
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### Week 11-12: Advanced Features
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**Backend:**
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- [ ] Offline data sync API
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- [ ] Client-specific context storage
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- [ ] Advanced export templates
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- [ ] Tree analytics API
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| Feature | GitHub Issue | Description |
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|---------|-------------|-------------|
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| Quick Actions Dashboard | #70 | Landing page with recent sessions, pinned flows, one-click actions |
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| Step Feedback Flag | #58 | "This Step is Wrong" flag during sessions — feeds back to tree authors |
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| Quick-Start from Clipboard | #62 | Paste a ticket description, AI suggests the best matching flow |
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**Frontend:**
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- [ ] Offline capability (Service Workers + IndexedDB)
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- [ ] Cache trees locally
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- [ ] Queue decisions while offline
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- [ ] Auto-sync when online
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- [ ] Offline indicator
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- [ ] Client context system
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- [ ] Save client-specific details (server names, topologies)
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- [ ] Auto-populate known values
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- [ ] Client selection at session start
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- [ ] Export enhancements
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- [ ] PDF export
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- [ ] Custom export templates
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- [ ] Include/exclude attachments
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- [ ] Format for specific ticket systems
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### 3B: Analytics & Intelligence (Priority: Medium)
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### Week 13-14: Analytics & Optimization
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**Backend:**
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- [ ] Tree usage analytics
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- [ ] Common paths analysis
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- [ ] Team performance metrics
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- [ ] Automation framework foundation
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| Feature | GitHub Issue | Description |
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|---------|-------------|-------------|
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| Tree Effectiveness Dashboard | #61 | Usage stats, common paths, avg completion time, success rates per flow |
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| Recurring Issue Detection | #60 | Identify repeat problems across sessions — surface patterns to team leads |
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**Frontend:**
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- [ ] Analytics dashboard
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- [ ] Tree usage stats
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- [ ] Most common paths
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- [ ] Average completion time
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- [ ] Success rates
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- [ ] "Send to engineer" feature
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- [ ] Generate simplified checklist
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- [ ] Share via link (read-only)
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- [ ] Print-friendly format
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- [ ] Performance optimizations
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- [ ] Lazy loading
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- [ ] Code splitting
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- [ ] Image optimization
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### 3C: Content Management (Priority: Medium)
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**Documentation:**
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- [ ] User guide
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- [ ] Tree creation best practices
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- [ ] Video tutorials (basic)
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| Feature | GitHub Issue | Description |
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|---------|-------------|-------------|
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| Tree Templates + Import/Export | #66 | Starter templates, JSON/YAML export, community sharing foundation |
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### Phase 3 Success Criteria
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- [ ] Attachments work reliably
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- [ ] Offline mode functions correctly
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- [ ] Exports are professional and comprehensive
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- [ ] Analytics provide useful insights
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- [ ] Tool feels polished and complete
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- [ ] Michael using it for 50%+ of tickets
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### 3D: Remaining Infrastructure
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- File attachments for sessions (S3-compatible storage, drag-and-drop, screenshot paste)
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- Tree forking UI (backend schema exists — migration 022)
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- Step Library frontend completion
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---
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||||
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## Phase 4: MSP Platform (Months 4-6)
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## Phase 4: Integrations & Automation
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### Month 4: API & Integrations
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**Backend:**
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- [ ] Public API design (versioned)
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- [ ] API key management
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- [ ] Webhook system
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- [ ] Rate limiting
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- [ ] API documentation (OpenAPI/Swagger)
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**Goal:** Connect ResolutionFlow to the MSP tools teams already use.
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**Integrations:**
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- [ ] ConnectWise PSA integration (Phase 4a)
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- [ ] Create tickets from sessions
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- [ ] Sync ticket numbers
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- [ ] Update ticket notes
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- [ ] Kaseya integration (Phase 4b)
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- [ ] LabTech/Automate integration (Phase 4c)
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### 4A: PSA Integration (Priority: HIGH)
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**Frontend:**
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||||
- [ ] API key management UI
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||||
- [ ] Webhook configuration UI
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- [ ] Integration status dashboard
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| Feature | GitHub Issue | Description |
|
||||
|---------|-------------|-------------|
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||||
| ConnectWise / Autotask Integration | #63 | Create tickets from sessions, sync ticket numbers, update notes, pull client context |
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||||
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### Month 5: Automation Integration
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**Backend:**
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||||
- [ ] PowerShell script execution framework
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||||
- [ ] Parameter handling and validation
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||||
- [ ] Output capture and logging
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||||
- [ ] Security sandbox (execution limits)
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||||
- [ ] Script library management
|
||||
This is the highest-priority strategic feature. It turns ResolutionFlow from a standalone tool into part of the MSP workflow.
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||||
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||||
**Frontend:**
|
||||
- [ ] Automation toggle at action nodes
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||||
- [ ] Script parameter input
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||||
- [ ] Execution progress indicator
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||||
- [ ] Output display
|
||||
- [ ] Error handling UI
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||||
### 4B: Intelligence Layer (Priority: Strategic)
|
||||
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||||
**Content:**
|
||||
- [ ] Create automation scripts for common tasks:
|
||||
- [ ] Restart Citrix services
|
||||
- [ ] Clear FSLogix cache
|
||||
- [ ] Test AD replication
|
||||
- [ ] VPN tunnel diagnostics
|
||||
- [ ] Network connectivity tests
|
||||
| Feature | GitHub Issue | Description |
|
||||
|---------|-------------|-------------|
|
||||
| Client Intelligence Sidebar | #64 | Per-client context panel — past sessions, known issues, environment details |
|
||||
| Intelligence Loop / Analytics Engine | #65 | Cross-session pattern analysis, auto-suggest flow improvements, team benchmarking |
|
||||
|
||||
### Month 6: Enterprise Features
|
||||
**Backend:**
|
||||
- [ ] Tree versioning system
|
||||
- [ ] Tree approval workflow
|
||||
- [ ] Advanced RBAC
|
||||
- [ ] SSO integration (SAML/OAuth)
|
||||
- [ ] Audit logging
|
||||
- [ ] White-label configuration
|
||||
### 4C: Automation
|
||||
- PowerShell script execution framework with security sandbox
|
||||
- Script library management
|
||||
- Automation toggle at action nodes
|
||||
|
||||
**Frontend:**
|
||||
- [ ] Tree version history
|
||||
- [ ] Approval request UI
|
||||
- [ ] Advanced permission management
|
||||
- [ ] White-label theme customization
|
||||
- [ ] Comprehensive admin panel
|
||||
|
||||
**Infrastructure:**
|
||||
- [ ] Multi-tenancy support
|
||||
- [ ] Data isolation
|
||||
- [ ] Scalability improvements
|
||||
- [ ] Backup and recovery automation
|
||||
|
||||
### Phase 4 Success Criteria
|
||||
- [ ] API is functional and documented
|
||||
- [ ] At least 1 major PSA integration works
|
||||
- [ ] Automation executes reliably and safely
|
||||
- [ ] Enterprise features meet basic needs
|
||||
- [ ] System scales to 50+ concurrent users
|
||||
### 4D: Enterprise
|
||||
- SSO integration (SAML/OAuth)
|
||||
- Advanced RBAC and approval workflows
|
||||
- White-label configuration
|
||||
|
||||
---
|
||||
|
||||
## Phase 5: Growth & Enhancement (Months 7-12)
|
||||
## Phase 5: Collaboration & Advanced AI
|
||||
|
||||
### Marketplace Development
|
||||
- [ ] Community tree sharing
|
||||
- [ ] Tree rating and review system
|
||||
- [ ] Tree submission process
|
||||
- [ ] Revenue sharing model
|
||||
- [ ] Quality control process
|
||||
**Goal:** Team-oriented features and deeper AI integration.
|
||||
|
||||
### Advanced Analytics
|
||||
- [ ] Predictive analytics (suggest next steps)
|
||||
- [ ] Pattern recognition (common failure modes)
|
||||
- [ ] Resolution time predictions
|
||||
- [ ] Team benchmarking
|
||||
### 5A: Team Features
|
||||
|
||||
### AI Integration
|
||||
- [ ] Natural language tree navigation
|
||||
- [ ] Auto-suggest tree improvements
|
||||
- [ ] Intelligent documentation generation
|
||||
- [ ] Anomaly detection
|
||||
| Feature | GitHub Issue | Description |
|
||||
|---------|-------------|-------------|
|
||||
| Team Activity Feed | #71 | Real-time feed of team activity — new sessions, shared flows, completions |
|
||||
| Push Steps to Active Sessions | #67 | Senior engineers can push guidance to an active session in real-time |
|
||||
|
||||
### Mobile Apps
|
||||
- [ ] React Native app development
|
||||
- [ ] App store deployment (iOS/Android)
|
||||
- [ ] Push notifications
|
||||
- [ ] Offline-first architecture
|
||||
### 5B: Advanced AI
|
||||
|
||||
### Additional Integrations
|
||||
- [ ] Microsoft 365 integration
|
||||
- [ ] Slack integration (notifications, commands)
|
||||
- [ ] Teams integration
|
||||
- [ ] ServiceNow integration
|
||||
- [ ] Jira Service Management integration
|
||||
| Feature | GitHub Issue | Description |
|
||||
|---------|-------------|-------------|
|
||||
| AI Copilot — In-Session Intelligence | #69 | Real-time AI suggestions during troubleshooting based on context and history |
|
||||
| Multi-Tree Sessions | #68 | Navigate across multiple flows in a single session, AI-suggested flow transitions |
|
||||
|
||||
### 5C: Platform Growth
|
||||
- Public API with key management and webhooks
|
||||
- Community tree marketplace
|
||||
- Mobile apps (React Native)
|
||||
- Slack / Teams integration
|
||||
|
||||
---
|
||||
|
||||
## Long-Term Vision (Year 2+)
|
||||
## Long-Term Vision
|
||||
|
||||
### Product Evolution
|
||||
- Self-learning system (trees improve automatically based on usage)
|
||||
- Voice-guided troubleshooting (hands-free operation)
|
||||
- AR/VR support (on-site equipment identification)
|
||||
- AI co-pilot (real-time suggestions during troubleshooting)
|
||||
|
||||
### Market Expansion
|
||||
- Vertical-specific tree libraries (healthcare IT, financial services, education)
|
||||
- Certification program for tree authors
|
||||
- Professional services (custom tree development)
|
||||
- Training and consultation services
|
||||
|
||||
### Platform Maturity
|
||||
- 99.9% uptime SLA
|
||||
- Global CDN deployment
|
||||
- Self-learning flows (improve automatically based on usage patterns)
|
||||
- Vertical-specific flow libraries (healthcare IT, financial services, education)
|
||||
- Advanced compliance (SOC 2, ISO 27001)
|
||||
- Enterprise support tiers
|
||||
- White-glove onboarding
|
||||
- Voice-guided troubleshooting
|
||||
|
||||
---
|
||||
|
||||
## Risk Mitigation
|
||||
## Open GitHub Issues Summary
|
||||
|
||||
### Technical Risks
|
||||
| Risk | Impact | Likelihood | Mitigation |
|
||||
|------|--------|------------|------------|
|
||||
| Database performance issues | High | Medium | Proper indexing, query optimization, monitoring |
|
||||
| File storage costs | Medium | High | Compression, retention policies, tiered storage |
|
||||
| Offline sync conflicts | Medium | Medium | Conflict resolution UI, clear sync indicators |
|
||||
| Automation security | High | Low | Sandboxing, strict validation, audit logging |
|
||||
|
||||
### Product Risks
|
||||
| Risk | Impact | Likelihood | Mitigation |
|
||||
|------|--------|------------|------------|
|
||||
| Users don't adopt tool | High | Medium | Focus on ease of use, quick value demonstration |
|
||||
| Trees become outdated | Medium | High | Usage analytics, update reminders, version control |
|
||||
| Tree creation is too complex | High | Medium | Simple editor, templates, guided creation wizard |
|
||||
| Exports don't fit workflows | High | Low | Customizable templates, user feedback loop |
|
||||
|
||||
### Business Risks
|
||||
| Risk | Impact | Likelihood | Mitigation |
|
||||
|------|--------|------------|------------|
|
||||
| Competition from established tools | Medium | Medium | Focus on MSP-specific features, tight integrations |
|
||||
| Hosting costs exceed revenue | High | Low | Efficient architecture, pricing that covers costs |
|
||||
| Security breach | High | Low | Security best practices, regular audits, insurance |
|
||||
| Key person dependency (Michael) | Medium | High | Documentation, involve team early, open communication |
|
||||
|
||||
---
|
||||
|
||||
## Success Metrics by Phase
|
||||
|
||||
### Phase 1 (MVP)
|
||||
- Michael uses tool for 5+ tickets in week 3
|
||||
- Export quality rated 8/10 or higher
|
||||
- Zero critical bugs after week 2
|
||||
|
||||
### Phase 2 (Team-Ready)
|
||||
- 3-5 engineers onboarded
|
||||
- 20+ trees created
|
||||
- Average 10+ sessions per day
|
||||
|
||||
### Phase 3 (Professional Tool)
|
||||
- 50+ sessions per week
|
||||
- Offline mode used successfully
|
||||
- Export time < 30 seconds
|
||||
- User satisfaction 8/10+
|
||||
|
||||
### Phase 4 (MSP Platform)
|
||||
- At least 1 PSA integration in production
|
||||
- 5+ automation scripts available
|
||||
- API used by external developers
|
||||
- 100+ active users
|
||||
|
||||
### Phase 5 (Growth)
|
||||
- Marketplace launched with 10+ community trees
|
||||
- Mobile app released
|
||||
- AI features in beta
|
||||
- 500+ active users
|
||||
| # | Title | Priority | Phase |
|
||||
|---|-------|----------|-------|
|
||||
| #63 | PSA Integration (ConnectWise / Autotask) | HIGH | 4A |
|
||||
| #70 | Quick Actions Dashboard | Medium | 3A |
|
||||
| #66 | Tree Templates + Import/Export | Medium | 3C |
|
||||
| #62 | Quick-Start from Clipboard | Medium | 3A |
|
||||
| #61 | Tree Effectiveness Dashboard | Medium | 3B |
|
||||
| #60 | Recurring Issue Detection | Medium | 3B |
|
||||
| #58 | Step Feedback Flag | UX | 3A |
|
||||
| #64 | Client Intelligence Sidebar | Strategic | 4B |
|
||||
| #65 | Intelligence Loop / Analytics Engine | Strategic | 4B |
|
||||
| #71 | Team Activity Feed + Collaboration | Low | 5A |
|
||||
| #69 | AI Copilot — In-Session Intelligence | Low | 5B |
|
||||
| #68 | Multi-Tree Sessions | Low | 5B |
|
||||
| #67 | Push Steps to Active Sessions | Low | 5A |
|
||||
|
||||
Reference in New Issue
Block a user