Michael Chihlas 0156aae684 feat(session): impeccable session-screen pass + tasklane keyboard flow
Multi-step UX refactor of the assistant chat session screen, run via the
$impeccable skill. Heuristic score moved 24/40 → 33/40 (+9), with the biggest
gains on Aesthetic & Minimalist (1→3), Consistency & Standards (1→3), and
Recognition Rather Than Recall (2→4).

Distill — chat region:
- Remove the "Suggested checks" chip strip + selected-chip detail card; the
  TaskLane is the single canonical home for "what to do next"
- Add an inline Next steps · N pending cue above the latest action-bearing
  AI bubble (anchors attention without duplicating the lane's items)
- Link banner ↔ script-panel lifecycle: collapsing or dismissing the
  ProposalBanner now also hides the InlineNoTemplateDialog / TemplateMatchPanel
- Drop backdrop-blur on the handoff-context overlay (DESIGN-SYSTEM hard rule)

Quieter — drop decoration overshoot:
- Remove 3px side stripes on TaskLane done cards, all 6 ProposalBanner modes,
  WhatWeKnowItem fact rows
- Drop bg-gradient surfaces on WhatWeKnow + every ProposalBanner mode
- Drop 2px accent borderTop on the TaskLane header
- Replace bordered avatar boxes in banners with inline state-colored icons
- Each surface now uses a single decoration channel (top border + inline icon)

Layout:
- Header consolidates to Resolve + Escalate + ⋯ kebab; Context, New Ticket,
  Update Ticket, Pause now live behind the kebab on desktop, with feature
  parity in the existing mobile overflow menu
- Messages column anchors to max-w-3xl mx-auto to match the composer
- Chat bubbles drop from rounded-2xl to rounded-xl for vocabulary alignment

Typeset:
- Unify text sizing from 14 distinct sizes (with sub-pixel oddities and
  rem/px duplicates) to a 5-step scale: 10px / 11px / text-xs / 13px / text-sm

WhatWeKnow collapsible:
- Header is now a toggle; section body hides when collapsed
- Auto-collapses on first render when facts ≥ 5 so Questions / Diagnostic
  Checks stay above the fold
- Engineer's choice persists in sessionStorage per session and beats the
  auto-collapse heuristic on subsequent renders
- key=activeChatId on both render sites resets state cleanly across sessions

Polish:
- Split MessageCircleQuestion into Pencil (question Answer CTA, write
  affordance) + HelpCircle (per-check Explain toggle, universal help icon) —
  same icon for two different jobs was a discoverability bug
- Drop redundant text-xs from font-sans text-[0.625rem] / text-[0.6875rem]
  double-class definitions; the more-specific size always wins

TaskLane keyboard flow:
- Enter submits and auto-advances to the next pending task; Shift+Enter
  inserts a newline (consistent across question and action textareas — paste
  events don't fire keydown, so paste-then-Enter still works as expected)
- Esc cancels (same as the Cancel button)
- After the last pending task is submitted, focus moves to the Send Responses
  button so the engineer can fire the whole batch with one more keystroke
- Subtle hint row under each open input teaches the shortcut

Type-check, lint, and build all clean.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-01 16:22:50 -04:00
2026-04-24 23:17:06 -04:00
2026-04-24 23:17:06 -04:00

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 3.11+, Node.js 20+

# Start PostgreSQL
docker start patherly_postgres

# 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

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

patherly/
├── backend/
│   ├── app/
│   │   ├── main.py                 # FastAPI entry point
│   │   ├── api/endpoints/          # Route handlers (35+ endpoints)
│   │   ├── core/                   # Config, database, permissions, security
│   │   ├── models/                 # SQLAlchemy models
│   │   ├── schemas/                # Pydantic schemas
│   │   └── services/psa/           # PSA provider abstraction layer
│   ├── alembic/                    # Database migrations
│   └── tests/                      # Integration tests (100+)
├── frontend/
│   ├── src/
│   │   ├── components/             # UI components by domain
│   │   ├── pages/                  # Page components
│   │   ├── store/                  # Zustand stores
│   │   └── types/                  # TypeScript interfaces
├── docs/                           # Design docs, plans, ConnectWise reference
├── brand-assets/                   # SVGs, brand guide
├── CLAUDE.md                       # AI assistant project context
├── CURRENT-STATE.md                # Detailed feature status
└── CHANGELOG.md                    # Release history

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 Full project context for AI-assisted development
CURRENT-STATE.md Detailed feature status
03-DEVELOPMENT-ROADMAP.md Development roadmap
UI-DESIGN-SYSTEM.md Design system (Slate & Ice)
DEV-ENV.md Development environment setup
CHANGELOG.md Release history

License

Proprietary. All rights reserved.

Description
Troubleshooting decision tree application for MSP engineers - automatically generates professional documentation from guided diagnostic workflows
Readme 16 MiB
Languages
Python 54.7%
TypeScript 43.5%
HTML 1.1%
CSS 0.6%