Michael Chihlas
39e85c9770
Adds the invitee-side flow for self-serve signup Phase 2 (Task 36):
Backend
- Public GET /accounts/invites/{code}/lookup returns
{account_name, inviter_name, invited_email, role} for a valid invite,
404 invite_invalid_or_expired_or_revoked otherwise (collapses unknown /
expired / revoked / used into one anti-enumeration response). Mounted
in a new account_invite_lookup endpoints module on the public route
list, uses get_admin_db (BYPASSRLS) since the caller has no tenant.
- OAuthCallbackPayload gains optional account_invite_code + invited_email.
_sign_in_or_register honors them: a new OAuth user with a valid invite
joins the invited account (no personal account, no Pro trial), the
invite is marked used, and OAuth-profile-email vs invite-email mismatch
raises invite_email_mismatch (matching the email+password register
contract).
Frontend
- New public route /accept-invite -> AcceptInvitePage. Reads ?code=,
calls inviteApi.lookupAccountInvite, renders "Join {account} on
ResolutionFlow" with the invited email locked (rendered as a div, not
an input), three sign-in options (set password, Google, Microsoft),
and a clear "ask {inviter} to resend" + mailto: fallback for invalid
codes.
- OAuth state for invitees is base64url(JSON({csrf, accountInviteCode,
invitedEmail})). OAuthCallbackPage decodes both shapes, forwards the
invite fields to the backend, and surfaces invite_email_mismatch /
invite_invalid_or_expired_or_revoked errors with friendly text.
Successful invite-OAuth lands on /?welcome=teammate (suppresses the
welcome wizard for invitees per spec).
- UserCreate type + invite/auth API clients extended for the new fields.
Tests
- Backend: invite lookup happy path + four invalid-state collapse, OAuth
callback links invite when supplied + rejects on email mismatch.
- Frontend Vitest: AcceptInvitePage renders account name + locked email
+ accept buttons; resend message + mailto on invalid code.
All 43 backend auth/account/invite/email-verification tests green;
frontend Vitest 120/120 green; tsc -b clean.
Co-Authored-By: Claude Opus 4.7 (1M context) <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 3.11+, 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
- 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
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.