diff --git a/CLAUDE.md b/CLAUDE.md index 1d65028a..4f36eb01 100644 --- a/CLAUDE.md +++ b/CLAUDE.md @@ -1,6 +1,6 @@ # CLAUDE.md - Patherly / ResolutionFlow Project Context -> **Last Updated:** March 21, 2026 +> **Last Updated:** March 23, 2026 --- @@ -26,7 +26,7 @@ - **Logo:** 30px gradient square (cyan) + "ResolutionFlow" in Bricolage Grotesque 700 - **Layout:** Icon rail sidebar (72px default) with hover flyout panels. Pinnable to full 260px sidebar. See [DESIGN-SYSTEM.md](DESIGN-SYSTEM.md) - **Brand assets:** `brand-assets/` (source SVGs), `frontend/src/assets/brand/` (app assets), `frontend/public/icons/` (favicon) -- **Terminology:** User-facing label is "Flows" (not "Trees"). Procedural flows are called "Projects" in the UI. Maintenance flows are called "Maintenance" in the UI. `tree_type` column values unchanged in DB. +- **Terminology:** User-facing label is "Flows" (not "Trees"). Procedural flows are called "Projects" in the UI. Step Library is called "Solutions Library" in the UI. Maintenance flows are hidden from UI for pilot (backend still supports them). `tree_type` column values unchanged in DB. - **Reference mockups:** `docs/mockups/` (HTML files, open in browser) **Component styling rules:** @@ -61,25 +61,23 @@ When adding new pages/components: reference [DESIGN-SYSTEM.md](DESIGN-SYSTEM.md) ### What's In Progress -- Go-to-market validation: shadow MSP engineers, get product in front of real users -- Landing page polish: mobile responsiveness, design audit fixes +- GTM validation: Shadow & Ship — founder dogfooding for 2 weeks, then 5 colleague pilot +- Solutions Library spec written (`docs/plans/2026-03-23-solutions-library-design.md`), implementation post-pilot - Remaining open issues: #66 Templates + Import/Export, #60 Recurring Issue Detection, #58 Step Feedback Flag ### Recently Completed -- Landing page design audit: hamburger menu, Privacy/Terms pages, branding alignment, mobile responsive modals, section spacing +- Copilot-first dashboard redesign: ChatGPT-style input, suggestion chips, simplified sidebar +- Charcoal color palette: sidebar-darkest approach (`#10121a` sidebar, `#1a1c23` page, `#22252e` cards) +- Unified Command Palette: merged QuickLaunch into omnibar, removed lightning bolt button +- "Solutions Library" rename from "Step Library" site-wide +- Maintenance flows hidden from UI for pilot +- Landing page copy rewrite: copilot-first messaging ("Resolve tickets faster. Notes write themselves.") +- Spring bounce hover animation on dashboard cards +- Amber "New Session" button in sidebar +- Landing page design audit: hamburger menu, Privacy/Terms pages, branding alignment - Root directory cleanup: archived 9 completed docs, tracked marketing assets - GitHub issues triage: closed 10 stale issues (6 completed, 4 deferred) -- FlowPilot Phase 2: PSA integration, escalation handoff, session pause/resume, mid-session ticket linking -- Step Library Foundation -- AI chat session conclusion: outcome tracking, AI-generated ticket summaries, resume flow -- Survey completion: email-to-self, thank-you page, admin read/unread/archive/delete management -- Survey system: public survey page, admin invite tracking, response viewer with CSV export -- Email verification: tokens, banner, admin toggle (platform setting) -- AI assistant: in-session copilot panel, standalone chat with RAG -- Slate & Ice aesthetic redesign: glassmorphism, brand fonts, orchestrated animations -- Account management: profile settings, delete/leave/transfer, chat retention -- Maintenance flows: batch session launch, saved target lists, APScheduler scheduling --- @@ -366,6 +364,14 @@ gh run view --json jobs --jq '.jobs[] | {name: .name, conclusion: .conclusi **87. FlowPilot must ask GUI vs script preference:** When a task can be done via GUI or script (e.g., creating AD users), FlowPilot must ask the engineer which approach they prefer BEFORE suggesting either. Never assume the user wants a script. See `FLOWPILOT_SYSTEM_PROMPT` rules in `flowpilot_engine.py`. +**88. Charcoal palette — sidebar-darkest approach:** Sidebar `#10121a`, page `#1a1c23`, cards `#22252e`, borders `#2e3240`. This gives more contrast range than true-dark (`#0c0d10`). All colors via CSS variables in `index.css` `@theme` block. + +**89. QuickLaunch merged into CommandPalette:** There is no separate QuickLaunch/lightning bolt. The unified Cmd+K omnibar handles search, navigation, quick actions, and FlowPilot. `QuickLaunch.tsx` was deleted. + +**90. Copilot-first UX direction:** The FlowPilot AI chat copilot is the primary experience. Dashboard centers on the chat input. Guided flows (decision trees) are accessible but secondary — in sidebar under "Flows". Maintenance flows are hidden from UI for pilot. + +**91. "New Session" button is amber-400:** Sidebar uses `bg-amber-400/15 text-amber-400` for the New Session button, not cyan. This makes it visually distinct from the cyan accent used elsewhere. + --- ## RBAC & Permissions @@ -406,8 +412,8 @@ gh run view --json jobs --jq '.jobs[] | {name: .name, conclusion: .conclusi - **Procedural navigation:** `ProceduralNavigationPage` handles intake forms, step-by-step execution, and resume via `location.state.sessionId`. Uses `StepChecklist`, `StepDetail`, `ProgressBar`, `CompletionSummary` components. - **Routing helper:** Use `getTreeNavigatePath()` and `getTreeEditorPath()` from `@/lib/routing` for all tree/session navigation. - **Account section layout:** `AccountLayout` has NO sidebar nav. Account sub-pages (categories, target-lists) are reached via link cards on `AccountSettingsPage.tsx`. New account pages: add route in `router.tsx` under `account` children + add a link card in `AccountSettingsPage`. -- **Dashboard cockpit:** `QuickStartPage` is the FlowPilot launchpad. Components in `components/dashboard/`: `StartSessionInput` (mode picker: guided/chat), `PendingEscalations`, `ActiveFlowPilotSessions`, `PerformanceCards`, `KnowledgeBaseCards`, `TeamSummary`, `RecentFlowPilotSessions`. Every stat/card navigates to its detail page on click. -- **Sidebar sections:** Dashboard → RESOLVE (Active Sessions, Escalations) → KNOWLEDGE (Flows, Step Library, Scripts, Review Queue) → INSIGHTS (Exports, Analytics, FlowPilot Analytics). Footer: User Guides, Feedback, Account, Collapse. +- **Dashboard cockpit:** `QuickStartPage` is the copilot-first launchpad. Greeting + "What are you troubleshooting?" + ChatGPT-style `StartSessionInput` (auto-growing textarea, paste images, drag-drop files, attach button, paste logs, suggestion chips). Below: `PendingEscalations`, `ActiveFlowPilotSessions`, `RecentFlowPilotSessions`. Collapsible "Dashboard" section for `PerformanceCards`, `KnowledgeBaseCards`, `TeamSummary`. +- **Sidebar sections:** Amber "New Session" button → Home → RESOLVE (History) → KNOWLEDGE (Flows with Solutions Library sub-item, Scripts) → INSIGHTS (Data). Footer: Account, Pin/Unpin. No help/guides/feedback in sidebar — accessible via TopBar. --- diff --git a/CURRENT-STATE.md b/CURRENT-STATE.md index e386490e..3cc7329c 100644 --- a/CURRENT-STATE.md +++ b/CURRENT-STATE.md @@ -2,11 +2,11 @@ > **Purpose:** Quick-reference file showing exactly where the project stands. > **For Claude Code:** Read this first to understand what's done and what's next. -> **Last Updated:** March 19, 2026 +> **Last Updated:** March 23, 2026 --- -## Active Phase: Search & Evidence Features (Complete) +## Active Phase: Go-to-Market Validation (Pre-PMF) --- @@ -29,8 +29,8 @@ ### Frontend Core - React 19 + Vite + TypeScript + Tailwind CSS v4 (`@tailwindcss/vite`) -- **Slate & Ice Design System** — Dark glassmorphism, ice-cyan gradient accents, glass-card system -- **Brand fonts:** Bricolage Grotesque (headings), IBM Plex Sans (body), JetBrains Mono (labels) +- **Charcoal Design System** — Flat, high-contrast dark theme (Sentry/PostHog-inspired), charcoal palette with sidebar-darkest approach +- **Brand fonts:** Bricolage Grotesque (headings), IBM Plex Sans (body), JetBrains Mono (code) - Authentication UI (login, register, email verification) - Tree library/browsing page with grid/list/table views - Tree navigation interface (session player) @@ -163,9 +163,25 @@ - SQL wildcard escaping in tag search - PSA credentials encrypted at rest (Fernet) -### Maintenance Flows +### Copilot-First Dashboard (March 2026) + +- Redesigned dashboard as FlowPilot copilot launchpad (ChatGPT-style input) +- Chat-style input with paste images, drag-drop files, attach button, paste logs +- Suggestion chips for common troubleshooting scenarios +- Simplified sidebar: icon rail with Home, History, Flows, Scripts, Data sections +- Amber "New Session" button in sidebar +- Unified Command Palette (Cmd+K) — merged QuickLaunch into omnibar +- "Solutions Library" rename (from "Step Library") site-wide +- Maintenance flows hidden from UI for pilot (backend still supports them) +- Landing page copy rewrite: "Resolve tickets faster. Notes write themselves." +- Spring bounce hover animation on dashboard cards +- Charcoal color palette: sidebar `#10121a`, page `#1a1c23`, cards `#22252e` + +### Maintenance Flows (Hidden from UI) + - Batch session launch, saved target lists - APScheduler scheduling with croniter + pytz +- Backend fully functional; removed from sidebar, create dropdown, and filter tabs for GTM pilot ### Survey System - Public survey page, admin invite tracking @@ -184,22 +200,31 @@ ## What's In Progress -No active slices — Phase 5 complete. +- **GTM Validation:** Shadow & Ship — founder uses product for 2 weeks, then hands logins to 5 colleagues +- **Solutions Library spec:** Written at `docs/plans/2026-03-23-solutions-library-design.md`, implementation deferred to post-pilot --- ## What's Next (Priority Order) -### Soon (Phase 6+) +### Pilot Phase (Weeks 1-2) + +- Founder dogfooding: use ResolutionFlow for real MSP tickets daily +- Collect feedback on copilot-first experience +- Fix issues discovered during real usage + +### Post-Pilot (Weeks 3-4) + +- Solutions Library implementation (saved resolutions + RAG + dedup + confidence scoring) +- Landing page design polish based on pilot feedback +- Dedicated Insights dashboard (strategic metrics for team leads) + +### Later (Phase 6+) - Full Autotask PSA implementation - Full Halo PSA implementation - Full SSO/SAML implementation (SAML + OIDC flows) -- Dedicated Insights dashboard (strategic metrics for team leads, separate from operational analytics) - PowerShell automation framework - -### Later - - White-label deployment - Marketplace for community flow templates - Native mobile app (React Native or PWA)