Michael Chihlas 3a3844b68e
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feat(admin): add create_site_admin.py for bootstrapping a super_admin
Idempotent CLI script that creates or promotes a site-wide super_admin
on any environment. Solves the prod bootstrap case where no admin
exists yet — dev's seed_test_users.py only runs in dev, self-serve
signup is still gated, and even when enabled, signup creates owner
roles, not super_admins.

The script:

- Reads --email (required), normalizes to lowercase.
- If user does not exist: creates an Account + super_admin User as
  the account owner, with email_verified_at stamped at creation and
  password_hash=NULL (forces the reset flow on first login).
- If user exists: promotes is_super_admin=true and backfills
  email_verified_at if null. Idempotent — re-running is safe.
- Mints a password-reset JWT, stores the token hash in
  password_reset_tokens, and either emails the link
  (--send-reset) or prints it to stdout (--print-reset). Email
  send is best-effort with a fallback URL on stdout so a
  misconfigured EmailService never blocks login.
- --promote-only flag: skips creation, only promotes an existing
  user. Useful for promoting an already-self-served user without
  triggering an unnecessary reset.

Uses ADMIN_DATABASE_URL when set (BYPASSRLS — required because users
is RLS-enabled and the script has no tenant context at bootstrap).

Smoke-tested in dev against all three paths: fresh create, re-run
idempotency on the same email, --promote-only on an existing user
with no password.

Intended invocation on prod, once Stripe/EIN unblocks:

  railway run python -m scripts.create_site_admin \
    --email michael@resolutionflow.com \
    --send-reset

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-12 01:58:53 -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 3.12, 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

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/. patherly is 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.

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%