diff --git a/03-DEVELOPMENT-ROADMAP.md b/03-DEVELOPMENT-ROADMAP.md index d4ffcf53..bd226221 100644 --- a/03-DEVELOPMENT-ROADMAP.md +++ b/03-DEVELOPMENT-ROADMAP.md @@ -1,6 +1,6 @@ # Development Roadmap -> **Last Updated:** March 1, 2026 +> **Last Updated:** March 18, 2026 > **Product:** ResolutionFlow (repo: patherly) > **Target Market:** MSP companies — IT service providers managing infrastructure and support for multiple clients @@ -27,17 +27,44 @@ - Mobile-responsive design - Security hardening (Phases A-D) — rate limiting, audit logs, soft delete, SQL escaping -### Phase 2.5: Step Library & Procedural Flows (Partially Complete) -- **Step Library backend** — CRUD, search, ratings, reviews, visibility filtering, verified-use badge -- **Procedural flows** — `procedural` tree type, step-by-step execution engine, intake forms, section headers, resume support, type-aware routing +### Phase 2.5: Step Library & Procedural Flows +- **Step Library** — CRUD, search, ratings, reviews, visibility filtering, verified-use badge (backend complete, frontend browse/search/rate pending) +- **Procedural flows** — `procedural` tree type, step-by-step execution engine, intake forms, section headers, resume support, type-aware routing, auto-start on page load - **Maintenance flows** — `maintenance` tree type, batch session launch, saved target lists, APScheduler cron scheduling, maintenance detail page - **Session sharing** — ShareSessionModal, SharedSessionPage, MySharesPage, share links with copy/manage - **Export improvements** (Phases A-C) — step cutoff, summary block, detail levels, editable preview, sensitive data redaction -- **Rebrand** — Patherly → ResolutionFlow branding, dark-first purple gradient design system +- **Rebrand** — Patherly → ResolutionFlow branding, Slate & Ice glassmorphism design system +- **Flexible intake** — deferred variable resolution, prepared sessions for reuse -### Recently Completed (Feb-Mar 2026) -- **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. -- **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. +### Phase 3: Intelligence & Polish (Mar 2026) +- **AI Flow Assist** — Conversational AI chat builder for generating troubleshooting and procedural flows. Multi-phase interview, progressive tree generation with live preview, save to flow library +- **Cross-Reference / Loop-Back Support** — Ghost references, dashed purple arrows, node picker dropdowns, circular reference detection as warnings +- **Editor-Embedded Flow Assist** — 320px AI side panel in editor, ghost node suggestions, delta responses, model tier routing +- **Procedural Flow Assist** — AI suggestions for procedural flow editing with `[STEPS_UPDATE]` markers +- **AI Chat Conclusion** — Outcome tracking, AI-generated ticket summaries, resume flow +- **AI Copilot** — In-session copilot panel with RAG, standalone assistant chat +- **KB Accelerator** — Upload .md files and convert to troubleshooting/procedural flows with AI, tree builder with validation gate +- **Script Generator** — Backend engine with parameter detection, template editor with conditional/looping, PowerShell and Bash generation +- **Command Palette** — Quick flow navigation and actions (Ctrl+K) +- **Session-to-Flow Converter** — AI-powered conversion of finished sessions into reusable flows +- **Sidebar Redesign** — Activity feed, grouped navigation, improved flow discovery +- **Flow Export/Import** — JSON export, import with validation, cross-team flow transfer +- **Survey System** — Public survey page, admin invite tracking, response viewer with CSV export, email invitations, read/unread/archive/delete management +- **Email Verification** — Tokens, banner, admin toggle (platform setting) +- **Account Management** — Profile settings, delete/leave/transfer team, chat retention settings +- **Slate & Ice Aesthetic Redesign** — Glassmorphism with ice-cyan accents, Bricolage Grotesque + IBM Plex Sans + JetBrains Mono typography, orchestrated page-load animations +- **Tailwind CSS v3 → v4 Migration** — CSS custom properties, glass utilities, React Flow CSS integration +- **Landing Page + Beta Signup** — Marketing-ready landing page with CSS polish +- **PostHog Product Analytics** — 60+ events instrumented, PostHogProvider, identifyUser/resetAnalytics wired to auth, Dockerfile build args for Railway +- **Playwright E2E Tests** — 17 spec files, full CI job, auth storage state, both webServers managed in config +- **ConnectWise PSA Integration (Core)** — Provider pattern (`BasePsaProvider` / `ConnectWiseProvider`), connection CRUD, ticket context retrieval, session-to-ticket linking, member mapping, credential encryption, in-memory TTL cache + +### Phase 3.5: Polish & Professional (Mar 2026 — PR #114) +- **Empty States** — Illustrative empty states across 8 pages, upgraded EmptyState component with illustration + learn-more support +- **Onboarding Checklist** — Backend status/dismiss endpoints, dashboard checklist widget with structured steps +- **Professional PDF Export** — WeasyPrint branded template, supporting data in all export formats +- **Team Branding** — CRUD endpoints + UI settings for export customization +- **Supporting Data Capture** — CRUD endpoints + UI for attaching evidence/context to sessions --- @@ -45,14 +72,21 @@ | Task | Status | Notes | |------|--------|-------| -| Step Library Frontend UI | In Progress | Backend complete, frontend browse/search/rate UI pending | -| Procedural Flows Lifecycle | In Progress | Resume done, run chooser/reuse pending | +| ConnectWise PSA Integration (Advanced) | In Progress | Core done — ticket linking, note posting, member mapping. Remaining: callback webhooks, deeper ticket context in sessions | +| PR #114 Merge | In Progress | Empty states, onboarding, PDF exports, branding, supporting data — ready for review | --- -## Phase 3: Intelligence & Polish +## What's Next -**Goal:** Make ResolutionFlow smarter — surface insights from usage data and make the day-to-day experience faster. +### Near-Term Priorities (from Stack Priorities Plan) + +| Feature | Status | Description | +|---------|--------|-------------| +| Coverage gates in CI | ✅ Complete | Backend enforced at 80%, frontend coverage reporting enabled | +| Security headers | ✅ Complete | HSTS, CSP (report-only), X-Frame-Options, X-Content-Type-Options, Referrer-Policy, Permissions-Policy | +| Web Vitals / performance budgets | ✅ Complete | LCP, INP, CLS, FCP, TTFB reported to PostHog via web-vitals | +| Search and recall improvements | ⬜ Not started | Search sessions by flow, tag, client, ticket context | ### 3A: Quick Wins & UX (Priority: Medium) @@ -69,12 +103,6 @@ | Tree Effectiveness Dashboard | #61 | Usage stats, common paths, avg completion time, success rates per flow | | Recurring Issue Detection | #60 | Identify repeat problems across sessions — surface patterns to team leads | -### 3C: Content Management (Priority: Medium) - -| Feature | GitHub Issue | Description | -|---------|-------------|-------------| -| Tree Templates + Import/Export | #66 | Starter templates, JSON/YAML export, community sharing foundation | - ### 3D: Remaining Infrastructure - File attachments for sessions (S3-compatible storage, drag-and-drop, screenshot paste) - Tree forking UI (backend schema exists — migration 022) @@ -86,13 +114,12 @@ **Goal:** Connect ResolutionFlow to the MSP tools teams already use. -### 4A: PSA Integration (Priority: HIGH) +### 4A: PSA Integration (Priority: HIGH — Core Complete) | Feature | GitHub Issue | Description | |---------|-------------|-------------| -| ConnectWise / Autotask Integration | #63 | Create tickets from sessions, sync ticket numbers, update notes, pull client context | - -This is the highest-priority strategic feature. It turns ResolutionFlow from a standalone tool into part of the MSP workflow. +| ConnectWise PSA — Advanced | #63 | ~~Core integration~~ ✅ — Remaining: callback webhooks, real-time ticket events, deeper session context | +| Autotask PSA | — | Second PSA provider using same `BasePsaProvider` pattern | ### 4B: Intelligence Layer (Priority: Strategic) @@ -102,7 +129,7 @@ This is the highest-priority strategic feature. It turns ResolutionFlow from a s | Intelligence Loop / Analytics Engine | #65 | Cross-session pattern analysis, auto-suggest flow improvements, team benchmarking | ### 4C: Automation -- PowerShell script execution framework with security sandbox +- PowerShell script execution framework with security sandbox (script generator foundation complete) - Script library management - Automation toggle at action nodes @@ -128,9 +155,10 @@ This is the highest-priority strategic feature. It turns ResolutionFlow from a s | 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 | +> **Note:** AI Copilot (#69) completed in Phase 3. Session-to-Flow converter and KB Accelerator also delivered. + ### 5C: Platform Growth - Public API with key management and webhooks - Community tree marketplace @@ -145,23 +173,26 @@ This is the highest-priority strategic feature. It turns ResolutionFlow from a s - Vertical-specific flow libraries (healthcare IT, financial services, education) - Advanced compliance (SOC 2, ISO 27001) - Voice-guided troubleshooting +- Evidence-rich sessions (screenshots, attachments, command output capture) +- Buyer-facing trust surfaces (changelog, status page, security page) +- Queue / worker architecture for AI, indexing, webhook fan-out --- ## Open GitHub Issues Summary -| # | 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 | +| # | Title | Priority | Phase | Status | +|---|-------|----------|-------|--------| +| #63 | PSA Integration (ConnectWise / Autotask) | HIGH | 4A | Core complete, advanced in progress | +| #70 | Quick Actions Dashboard | Medium | 3A | Not started | +| #66 | Tree Templates + Import/Export | Medium | 3C | ✅ Export/Import done | +| #62 | Quick-Start from Clipboard | Medium | 3A | Not started | +| #61 | Tree Effectiveness Dashboard | Medium | 3B | Not started | +| #60 | Recurring Issue Detection | Medium | 3B | Not started | +| #58 | Step Feedback Flag | UX | 3A | Not started | +| #64 | Client Intelligence Sidebar | Strategic | 4B | Not started | +| #65 | Intelligence Loop / Analytics Engine | Strategic | 4B | Not started | +| #71 | Team Activity Feed + Collaboration | Low | 5A | Not started | +| #69 | AI Copilot — In-Session Intelligence | Low | 5B | ✅ Complete | +| #68 | Multi-Tree Sessions | Low | 5B | Not started | +| #67 | Push Steps to Active Sessions | Low | 5A | Not started | diff --git a/docs/plans/2026-03-16-stack-priorities-and-playwright-plan.md b/docs/plans/2026-03-16-stack-priorities-and-playwright-plan.md index d0c946f9..569c2b5f 100644 --- a/docs/plans/2026-03-16-stack-priorities-and-playwright-plan.md +++ b/docs/plans/2026-03-16-stack-priorities-and-playwright-plan.md @@ -1,9 +1,30 @@ # Stack Priorities And Playwright Plan > **Date:** 2026-03-16 +> **Updated:** 2026-03-17 > **Product:** ResolutionFlow > **Purpose:** Turn the recent stack-gap review into a practical, sequenced execution plan +## Completion Status + +| Item | Status | Notes | +|------|--------|-------| +| Product analytics (PostHog) | ✅ Complete | All 9 events tracked, identifyUser/resetAnalytics wired to auth, PostHogProvider in main.tsx | +| Playwright e2e | ✅ Complete | 17 spec files, full CI job, auth storage state, both webServers managed in config | +| Better empty states | ✅ Complete | Illustrative empty states rolled out across 8 pages, upgraded EmptyState component with illustration + learn-more support, 2 new guide entries | +| Onboarding checklist | ✅ Complete | Backend status/dismiss endpoints, dashboard checklist widget with structured steps | +| Professional exports | ✅ Complete | PDF export via WeasyPrint with branded template, supporting data in all export formats, team branding CRUD + UI settings, supporting data capture CRUD + UI | +| Coverage gates in CI | ✅ Complete | Backend enforced at 80%, frontend coverage reporting enabled (no gate yet) | +| Security headers | ✅ Complete | HSTS, X-Frame-Options, X-Content-Type-Options, Referrer-Policy, Permissions-Policy, CSP report-only | +| Web Vitals / performance budgets | ✅ Complete | LCP, INP, CLS, FCP, TTFB reported to PostHog via web-vitals library | +| Search and recall improvements | ⬜ Not started | | +| Evidence-rich sessions | ⬜ Not started | | +| Smart PSA / client context | ⬜ Not started | | +| Queue / worker architecture | ⬜ Not started | | +| Buyer-facing trust surfaces | ⬜ Not started | | + +--- + --- ## Summary