Development Roadmap
Last Updated: March 1, 2026
Product: ResolutionFlow (repo: patherly)
Target Market: MSP companies — IT service providers managing infrastructure and support for multiple clients
Completed Work
Phase 1: MVP
- FastAPI backend with 25+ API endpoints, PostgreSQL, Docker, Alembic migrations
- JWT auth with refresh token rotation, invite codes, password complexity
- Trees CRUD, sessions, export (Markdown/Text/HTML), full-text search
- React 19 + Vite + TypeScript + Tailwind frontend
- Tree navigation (session player), session history, export download
- Production deployment on Railway (resolutionflow.com)
- 7 seed decision trees, 100+ integration tests
Phase 2: Team-Ready
- RBAC (super_admin, team_admin, engineer, viewer) with
usePermissions hook
- Tree Editor — form-based with visual canvas preview, Zustand + immer + zundo (undo/redo)
- Tree organization — categories, tags (autocomplete), user folders (3-level hierarchy)
- Admin panel — 8 pages (users, invite codes, audit logs, plan limits, feature flags, settings, categories)
- Session enhancements — timer, keyboard hints, repeat last, auto-recovery, scratchpad (Ctrl+/)
- Session outcomes with step timing tracking
- Mobile-responsive design
- Security hardening (Phases A-D) — rate limiting, audit logs, soft delete, SQL escaping
Phase 2.5: Step Library & Procedural Flows (Partially Complete)
- Step Library backend — CRUD, search, ratings, reviews, visibility filtering, verified-use badge
- Procedural flows —
procedural tree type, step-by-step execution engine, intake forms, section headers, resume support, type-aware routing
- Maintenance flows —
maintenance tree type, batch session launch, saved target lists, APScheduler cron scheduling, maintenance detail page
- Session sharing — ShareSessionModal, SharedSessionPage, MySharesPage, share links with copy/manage
- Export improvements (Phases A-C) — step cutoff, summary block, detail levels, editable preview, sensitive data redaction
- Rebrand — Patherly → ResolutionFlow branding, dark-first purple gradient design system
Recently Completed (Feb-Mar 2026)
- AI Flow Assist — Conversational AI chat builder for generating troubleshooting and procedural flows. Multi-phase interview (scope → structure → details), progressive tree generation with live preview, save to flow library. Backend: Anthropic Claude API with streaming, AI tree validation, scaffold/refine pipeline. Frontend: ChatPanel, StaticTreePreview, ChatToolbar, Zustand store.
- Cross-Reference / Loop-Back Support — Ghost references allowing any node to link to any other node in the tree (loop-backs, re-verification patterns). Backend validation relaxed for cross-refs. Frontend: cross-reference edge rendering (dashed purple arrows), node picker dropdowns in action/decision forms, circular reference detection changed to warnings.
In Progress
| Task |
Status |
Notes |
| Step Library Frontend UI |
In Progress |
Backend complete, frontend browse/search/rate UI pending |
| Procedural Flows Lifecycle |
In Progress |
Resume done, run chooser/reuse pending |
Phase 3: Intelligence & Polish
Goal: Make ResolutionFlow smarter — surface insights from usage data and make the day-to-day experience faster.
3A: Quick Wins & UX (Priority: Medium)
| Feature |
GitHub Issue |
Description |
| Quick Actions Dashboard |
#70 |
Landing page with recent sessions, pinned flows, one-click actions |
| Step Feedback Flag |
#58 |
"This Step is Wrong" flag during sessions — feeds back to tree authors |
| Quick-Start from Clipboard |
#62 |
Paste a ticket description, AI suggests the best matching flow |
3B: Analytics & Intelligence (Priority: Medium)
| Feature |
GitHub Issue |
Description |
| Tree Effectiveness Dashboard |
#61 |
Usage stats, common paths, avg completion time, success rates per flow |
| Recurring Issue Detection |
#60 |
Identify repeat problems across sessions — surface patterns to team leads |
3C: Content Management (Priority: Medium)
| Feature |
GitHub Issue |
Description |
| Tree Templates + Import/Export |
#66 |
Starter templates, JSON/YAML export, community sharing foundation |
3D: Remaining Infrastructure
- File attachments for sessions (S3-compatible storage, drag-and-drop, screenshot paste)
- Tree forking UI (backend schema exists — migration 022)
- Step Library frontend completion
Phase 4: Integrations & Automation
Goal: Connect ResolutionFlow to the MSP tools teams already use.
4A: PSA Integration (Priority: HIGH)
| Feature |
GitHub Issue |
Description |
| ConnectWise / Autotask Integration |
#63 |
Create tickets from sessions, sync ticket numbers, update notes, pull client context |
This is the highest-priority strategic feature. It turns ResolutionFlow from a standalone tool into part of the MSP workflow.
4B: Intelligence Layer (Priority: Strategic)
| Feature |
GitHub Issue |
Description |
| Client Intelligence Sidebar |
#64 |
Per-client context panel — past sessions, known issues, environment details |
| Intelligence Loop / Analytics Engine |
#65 |
Cross-session pattern analysis, auto-suggest flow improvements, team benchmarking |
4C: Automation
- PowerShell script execution framework with security sandbox
- Script library management
- Automation toggle at action nodes
4D: Enterprise
- SSO integration (SAML/OAuth)
- Advanced RBAC and approval workflows
- White-label configuration
Phase 5: Collaboration & Advanced AI
Goal: Team-oriented features and deeper AI integration.
5A: Team Features
| Feature |
GitHub Issue |
Description |
| Team Activity Feed |
#71 |
Real-time feed of team activity — new sessions, shared flows, completions |
| Push Steps to Active Sessions |
#67 |
Senior engineers can push guidance to an active session in real-time |
5B: Advanced AI
| Feature |
GitHub Issue |
Description |
| AI Copilot — In-Session Intelligence |
#69 |
Real-time AI suggestions during troubleshooting based on context and history |
| Multi-Tree Sessions |
#68 |
Navigate across multiple flows in a single session, AI-suggested flow transitions |
5C: Platform Growth
- Public API with key management and webhooks
- Community tree marketplace
- Mobile apps (React Native)
- Slack / Teams integration
Long-Term Vision
- Self-learning flows (improve automatically based on usage patterns)
- Vertical-specific flow libraries (healthcare IT, financial services, education)
- Advanced compliance (SOC 2, ISO 27001)
- Voice-guided troubleshooting
Open GitHub Issues Summary
| # |
Title |
Priority |
Phase |
| #63 |
PSA Integration (ConnectWise / Autotask) |
HIGH |
4A |
| #70 |
Quick Actions Dashboard |
Medium |
3A |
| #66 |
Tree Templates + Import/Export |
Medium |
3C |
| #62 |
Quick-Start from Clipboard |
Medium |
3A |
| #61 |
Tree Effectiveness Dashboard |
Medium |
3B |
| #60 |
Recurring Issue Detection |
Medium |
3B |
| #58 |
Step Feedback Flag |
UX |
3A |
| #64 |
Client Intelligence Sidebar |
Strategic |
4B |
| #65 |
Intelligence Loop / Analytics Engine |
Strategic |
4B |
| #71 |
Team Activity Feed + Collaboration |
Low |
5A |
| #69 |
AI Copilot — In-Session Intelligence |
Low |
5B |
| #68 |
Multi-Tree Sessions |
Low |
5B |
| #67 |
Push Steps to Active Sessions |
Low |
5A |
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