docs: rewrite README and add CHANGELOG
README: updated to reflect current product (FlowPilot, PSA integration, Knowledge Flywheel), fixed stale roadmap references to closed issues, corrected Tailwind version (v3→v4), added Quick Start section, linked all documentation. CHANGELOG: organized by version from v0.1.0 (Jan 2026) through v0.9.0 (current), covering all major features across 9 releases. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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CHANGELOG.md
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# Changelog
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All notable changes to ResolutionFlow are documented here.
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## [Unreleased]
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### Added
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- Tree Templates + Import/Export marketplace (#66)
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- Recurring Issue Detection — client-specific pattern alerts (#60)
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- Step Feedback Flag — "This Step is Wrong" reporting (#58)
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---
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## [0.9.0] - 2026-03-21
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### Added
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- **Landing page design audit** — mobile hamburger menu, Privacy and Terms pages, responsive modals
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- **Mobile search collapse** — TopBar search bar collapses to magnifying glass icon on mobile
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- **Root directory cleanup** — archived 9 completed docs, tracked marketing assets and dev environment guide
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### Changed
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- Branding updated: "Decision Tree Platform" → "AI-Powered Troubleshooting for MSPs" on login, register, HTML title
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- Section spacing tightened on landing page, heading hierarchy fixed (div → h2)
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- Register page icon fixed from red/coral to cyan brand color
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- `transition: all` replaced with specific properties across landing CSS
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- `color-scheme: dark` added to HTML element
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- GitHub issues triaged: closed 10 stale issues (6 completed, 4 deferred), 3 remain open
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---
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## [0.8.0] - 2026-03-20
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### Added
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- **FlowPilot cockpit dashboard** — quick-start input, active sessions, pending escalations, performance cards, knowledge base cards, team summary
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- **Sidebar redesign** — Dashboard → Resolve → Knowledge → Insights hierarchy with collapsible sections
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- **Search & Recall** — PostgreSQL FTS on AI sessions, Command Palette integration (Ctrl+K), structured filters
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- **Semantic similar sessions** — Voyage AI embeddings for finding related past sessions in FlowPilot sidebar
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- **Evidence-rich sessions** — RichTextInput with clipboard paste, S3 file upload/download API
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- **Navigation guard** — `useBlocker` warns before leaving active FlowPilot sessions
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### Fixed
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- FlowPilot action bar height chain (Resolve/Escalate/Pause buttons disappearing)
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- `InFailedSQLTransaction` cascade from `get_db` missing rollback
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- Session detail 500 errors from serialization issues
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- Escalation fallback when `team_id` is null
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- CORS middleware returning proper responses instead of re-raising
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---
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## [0.7.0] - 2026-03-19
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### Added
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- **Phase 5 Analytics Enhancement** — flow coverage heatmap, quality scoring, PSA activity logging, enhanced metrics
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- **Phase 4 Enterprise features** — public templates gallery, admin curation, branded exports, custom branding (logo, accent, company name), multi-PSA adapter stubs (Autotask, Halo), SSO/SAML groundwork
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- **Notification system** — multi-channel (in-app, email) with preferences and batch digest
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### Fixed
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- Analytics domain matching, funnel counts, decimal casts
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- Frontend routing, accessibility, error states, sort indicators
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---
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## [0.6.0] - 2026-03-18
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### Added
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- **FlowPilot Phase 1** — AI-powered troubleshooting sessions with guided multi-step engine, copilot panel, confidence-tiered model routing
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- **FlowPilot Phase 2** — ConnectWise PSA integration (ticket linking, note posting, member mapping), escalation handoff with AI-enhanced briefing, session pause/resume, mid-session ticket linking
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- **Knowledge Flywheel (Phase 3)** — AI session analysis → automatic flow proposals, review queue (approve, edit & publish, dismiss, reject), knowledge gap detection, FlowPilot analytics dashboard, APScheduler batch analysis
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---
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## [0.5.0] - 2026-03-16
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### Added
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- **Security headers** — CSP (report-only), HSTS, X-Content-Type-Options, X-Frame-Options
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- **Coverage gates** — 80% backend coverage enforced in CI, frontend coverage reporting
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- **Core Web Vitals** — LCP, FID, CLS reporting to PostHog
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- **PostHog analytics** — event tracking across all key user actions, user identification, autocapture
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- **Playwright e2e tests** — coverage for new features and uncovered workflows
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- **Command palette** — global search (Ctrl+K) with fuzzy matching across flows, sessions, tags
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---
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## [0.4.0] - 2026-03-14
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### Added
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- **ConnectWise PSA integration design** — provider abstraction, encrypted credentials, ticket context
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- **Script Generator** — backend engine, API, frontend template editor, parameter detector
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- **Procedural editor validation** — validation summary with click-to-select and Fix with AI
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- **Landing page** — marketing site with beta signup, pricing tiers, product preview mockup
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---
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## [0.3.0] - 2026-03-03
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### Added
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- **Slate & Ice design system** — dark glassmorphism, ice-cyan gradient accents, glass-card system, orchestrated animations
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- **Tailwind CSS v4 migration** — CSS-only config, `@tailwindcss/vite` plugin
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- **KB Accelerator** — convert knowledge base articles into interactive flows
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- **AI chat conclusion** — outcome tracking, AI-generated ticket summaries, resume flow
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- **Survey system** — public survey page, admin invite tracking, response viewer with CSV export
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- **Email verification** — tokens, banner, admin toggle
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- **AI assistant** — in-session copilot panel, standalone chat with RAG, prompt caching
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- **Sentry error monitoring** — frontend and backend integration
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- **Flexible intake** — deferred variables, prepared sessions
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- **Session closure** — close from history page with inline popover
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- **Shared Modal enforcement** — standardized modal component across codebase
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### Fixed
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- Race condition hardening across auth, counters, and data fetching
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- MissingGreenlet crash in AI Assistant
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---
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## [0.2.0] - 2026-02-10
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### Added
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- **Flow Editor** — form-based with visual canvas preview (React Flow + dagre), undo/redo
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- **Procedural Flows** — step-by-step checklists with section headers, collapsible fields
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- **Maintenance Flows** — scheduled recurring tasks with batch execution
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- **AI Flow Builder** — conversational AI generates complete flows from description
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- **Step Library** — shared reusable steps with ratings, reviews, verified-use badges
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- **Session features** — timer, keyboard shortcuts, scratchpad overlay, auto-recovery, sharing
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- **Organization** — categories, tags, folders (3-level), full-text search, grid/list/table views
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- **Admin Panel** — 8 pages (dashboard, users, invite codes, audit logs, plan limits, feature flags, settings, categories)
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- **Account management** — profile settings, delete/leave/transfer, chat retention
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- **Export** — Markdown, text, HTML with detail levels, editable preview, redaction
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---
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## [0.1.0] - 2026-01-15
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### Added
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- Initial release: FastAPI backend with JWT auth, PostgreSQL database
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- Trees and Sessions CRUD APIs
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- Export functionality (Markdown, Text, HTML)
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- React frontend with TypeScript
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- Railway deployment with auto-deploy on push to main
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- Invite code registration system for beta
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