Michael Chihlas 02d5c6c08c docs(ai): refresh handoff state for next-session pickup under 200k context
Default Claude Code model is being switched from Opus 4.7 1M-context to
Opus 4.7 (200k). Tighten the per-session pickup docs so they're
self-sufficient under the smaller window:

- CURRENT_TASK now reflects the post-Codex state: 8 commits on the
  branch (5 feat + WIP SSE + 2 Codex test/latency fixes + 1 doc
  refresh), 32/32 backend tests with -n auto, frontend tsc -b clean.
  Remaining work re-scoped: the SSE backend half is feature-complete
  and tested, so what's left is the FRONTEND SSE subscription in
  EscalationQueue.tsx, then the magic-moment handoff-context screen,
  then push + draft PR.
- Session log gets a Claude Code entry covering today's planning →
  build → pause-for-Codex arc, the design decisions locked into the
  doc and code, the two TODOs added (peer-tech escalation, mobile
  responsive), and the model-switch context for the next session.
- HANDOFF.md needs no change — Codex's update in 9bdd995 already
  describes the resume point and watch-outs cleanly.

No code change.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-27 20:13:40 -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%