Michael Chihlas
5c38fb8904
Captures the 2026-05-29 decision to derive admin plan dropdown + validation from the plan_limits table rather than hand-duplicating the allow-list across 6+ sites. Triggered by the prod "AI sessions down" report that traced to the admin dropdown still offering the dead 'team' slug. Adds the matching backlog entry to TODO.md with duplication sites enumerated. Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
ResolutionFlow
Stop writing ticket notes. Start generating them.
ResolutionFlow is an AI-powered troubleshooting platform for MSP professionals. Engineers follow guided flows while an AI copilot assists — and documentation writes itself as a byproduct of the work.
Production: resolutionflow.com
Quick Start
# Prerequisites: Docker, Python 3.12, Node.js 20+
# Start PostgreSQL (and the rest of the dev stack)
docker compose -f docker-compose.dev.yml up -d
# Backend
cd backend
source venv/bin/activate
pip install -r requirements.txt
alembic upgrade head
uvicorn app.main:app --reload
# Frontend (separate terminal)
cd frontend
npm install
npm run dev
- Frontend: http://localhost:5173
- Backend API: http://localhost:8000
- API Docs: http://localhost:8000/api/docs
See DEV-ENV.md for full environment setup (devserver, Docker, CORS).
Features
FlowPilot AI Copilot
Like having a senior engineer on every call. FlowPilot guides troubleshooting decisions, suggests next steps with context-aware intelligence, and automatically captures documentation as a byproduct of the session.
- Confidence-tiered model routing (fast responses for simple steps, deeper reasoning for complex decisions)
- AI-generated ticket summaries and session documentation
- Standalone assistant chat with RAG for open-ended troubleshooting
- Knowledge Flywheel: AI analyzes completed sessions and proposes new flows automatically
Guided Flows
- Troubleshooting Flows — Decision trees with branching paths for diagnosing issues
- Procedural Flows (Projects) — Step-by-step checklists for onboarding, migrations, deployments
- Maintenance Flows — Scheduled recurring tasks with batch execution across multiple targets
- Visual Flow Editor with drag-and-drop canvas, undo/redo, markdown support
- AI Flow Builder — describe what you need, get a complete flow generated
Auto-Documentation
Every session generates timestamped, detailed notes formatted for your PSA. Engineers never write another ticket note.
- Export to Markdown, plain text, or HTML
- Sensitive data redaction
- One-click push to ConnectWise PSA tickets
ConnectWise PSA Integration
- Post session documentation directly to ConnectWise tickets as internal notes
- Pull ticket details and client context into FlowPilot sessions
- Member mapping between ResolutionFlow and ConnectWise users
- Credentials encrypted at rest (Fernet), stored per-team
Team & Knowledge Management
- Role-based access (super_admin, team_admin, engineer, viewer)
- Shared flow library with categories, tags, folders, full-text search
- Step Library — reusable troubleshooting steps with ratings and reviews
- Session sharing via link (authenticated and public views)
- Escalation workflow with AI-enhanced briefing packages
- Flow proposals from AI analysis (review queue for team leads)
Tech Stack
| Layer | Technology |
|---|---|
| Frontend | React 19, TypeScript, Vite, Tailwind CSS v4 |
| State | Zustand (immer + zundo for undo/redo) |
| Routing | React Router v7 |
| Canvas | @xyflow/react (React Flow) + dagre |
| Backend | Python FastAPI, async SQLAlchemy 2.0 + asyncpg |
| Database | PostgreSQL 16 |
| Migrations | Alembic (75+ migrations) |
| Auth | JWT (python-jose) + bcrypt, refresh token rotation |
| AI | Anthropic Claude API (tiered model routing) |
| Embeddings | Voyage AI (semantic search) |
| Scheduling | APScheduler 3.x (async) |
| Analytics | PostHog |
| Hosting | Railway (auto-deploy on push to main) |
Project Structure
resolutionflow/
├── backend/
│ ├── app/
│ │ ├── main.py # FastAPI entry point
│ │ ├── api/endpoints/ # Route handlers (50+ endpoints)
│ │ ├── core/ # Config, database, permissions, security
│ │ ├── models/ # SQLAlchemy models
│ │ ├── schemas/ # Pydantic schemas
│ │ └── services/psa/ # PSA provider abstraction layer
│ ├── alembic/ # Database migrations
│ ├── scripts/ # Seed + sync scripts (incl. sync_stripe_plan_ids.py)
│ └── tests/ # Integration tests (100+)
├── frontend/
│ ├── src/
│ │ ├── components/ # UI components by domain
│ │ ├── pages/ # Page components
│ │ ├── store/ # Zustand stores
│ │ └── types/ # TypeScript interfaces
├── .ai/ # Dual-agent handoff system (PROJECT_CONTEXT, HANDOFF, etc.)
├── docs/ # Design docs, plans, ConnectWise reference
├── brand-assets/ # SVGs, brand guide
├── CLAUDE.md # AI assistant project context (Claude Code)
├── AGENTS.md # AI assistant project context (Codex; shared protocol with CLAUDE.md)
├── CURRENT-STATE.md # Detailed feature status
├── DESIGN-SYSTEM.md # Visual + interaction design system
├── PRODUCT.md # Design intent and brand personality
└── CHANGELOG.md # Release history
The on-disk repo path is
resolutionflow/.patherlyis the legacy internal name — still appears in some Railway service names and the prod DB name. Treat as an alias, not canonical.
Running Tests
# Backend integration tests
cd backend
pytest --override-ini="addopts="
# Frontend build (stricter than tsc --noEmit)
cd frontend
npm run build
Documentation
| Document | Purpose |
|---|---|
| CLAUDE.md | Project context for Claude Code |
| AGENTS.md | Project context for Codex (shared protocol with CLAUDE.md) |
| .ai/PROJECT_CONTEXT.md | Stable architectural truth |
| CURRENT-STATE.md | Detailed feature status |
| 03-DEVELOPMENT-ROADMAP.md | Development roadmap |
| DESIGN-SYSTEM.md | Visual + interaction design system (charcoal palette + electric blue accent) |
| PRODUCT.md | Design intent, users, brand personality |
| DEV-ENV.md | Development environment setup |
| CHANGELOG.md | Release history |
License
Proprietary. All rights reserved.