ResolutionFlow
Take the path MOST traveled.
ResolutionFlow is a SaaS platform for MSP professionals that provides guided troubleshooting flows, captures decisions and notes as you work, and generates professional ticket documentation with one click.
Production: resolutionflow.com
The Problem
MSP engineers face constant context switching between diverse technical issues — file shares, server outages, VPN failures, Active Directory problems. This creates:
- Cognitive overload — 15-25 minutes to regain focus after each context switch
- Inconsistent documentation — under pressure, notes are rushed or incomplete
- Lost tribal knowledge — best troubleshooting paths live only in senior engineers' heads
- Repeated work — same issues investigated from scratch each time
The Solution
An intelligent flow system that:
- Guides engineers through proven troubleshooting paths
- Captures decisions and notes automatically as you work
- Generates professional ticket documentation with one click
- Builds institutional knowledge that improves over time
- Reduces cognitive load during high-stress situations
Features
Flow Types
- Troubleshooting Flows — Decision trees with branching paths for diagnosing issues
- Procedural Flows (Projects) — Step-by-step checklists for structured processes (onboarding, migrations, deployments)
- Maintenance Flows — Scheduled recurring tasks with batch execution across multiple targets
Flow Editor
- Form-based node editor with live canvas preview (React Flow + dagre layout)
- Decision nodes (yes/no, multiple choice), action nodes, answer nodes
- Cross-reference / loop-back support — link any node to any other node for re-verification patterns
- Undo/redo, validation warnings, drag-to-reorder
- Markdown support in descriptions and help text
AI Flow Assist
- Conversational AI builder — describe what you need, get a complete flow generated
- Multi-phase interview (scope, structure, details) with progressive tree generation
- Live preview updates as the AI builds your flow
- Save directly to your flow library
Session Engine
- Step-by-step guided navigation with notes capture at each decision point
- Session timer, keyboard shortcuts, scratchpad overlay (Ctrl+/)
- Auto-recovery for interrupted sessions
- Session sharing via link (authenticated and public views)
- Export to Markdown, plain text, or HTML with configurable detail levels, editable preview, and sensitive data redaction
Organization & Management
- Categories, tags (autocomplete), user folders (3-level hierarchy)
- Full-text search across all flows
- Pinned flows for quick access
- Grid, list, and table views
Team & Admin
- Role-based access control (super_admin, team_admin, engineer, viewer)
- Admin panel — user management, invite codes, audit logs, feature flags, plan limits
- Team-scoped visibility and permissions
Step Library
- Shared library of reusable troubleshooting steps
- Search, ratings, reviews, verified-use badges
- Private, team, and public visibility levels
Tech Stack
| Layer | Technology |
|---|---|
| Frontend | React 19, TypeScript, Vite, Tailwind CSS v3 |
| 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 |
| Auth | JWT (python-jose) + bcrypt, refresh token rotation |
| AI | Anthropic Claude API |
| Scheduling | APScheduler 3.x (async) |
| Hosting | Railway (auto-deploy on push to main) |
Project Structure
patherly/
├── backend/
│ ├── app/
│ │ ├── main.py # FastAPI entry point
│ │ ├── api/endpoints/ # Route handlers
│ │ ├── api/deps.py # Auth dependencies
│ │ ├── api/router.py # Route registration
│ │ ├── core/ # Config, database, permissions, security, AI services
│ │ ├── models/ # SQLAlchemy models
│ │ └── schemas/ # Pydantic schemas
│ ├── alembic/ # Database migrations
│ ├── scripts/ # Seed data scripts
│ └── tests/ # pytest integration tests (100+)
├── frontend/
│ ├── src/
│ │ ├── api/ # Axios client + endpoint modules
│ │ ├── components/ # UI components by domain
│ │ ├── hooks/ # Custom React hooks
│ │ ├── pages/ # Page components
│ │ ├── store/ # Zustand stores
│ │ └── types/ # TypeScript interfaces
│ └── tailwind.config.js
├── CLAUDE.md # AI assistant project context
├── CURRENT-STATE.md # Detailed feature status
├── 03-DEVELOPMENT-ROADMAP.md # Development roadmap
└── docs/plans/ # Design docs & implementation plans
Development Setup
Prerequisites
- Docker (for PostgreSQL)
- Python 3.11+
- Node.js 18+
Quick Start
# Start PostgreSQL
docker start patherly_postgres
# Backend
cd backend
python -m venv venv
source venv/bin/activate # or .\venv\Scripts\Activate on Windows
pip install -r requirements.txt
alembic upgrade head
uvicorn app.main:app --reload
# Frontend (separate terminal)
cd frontend
npm install
npm run dev
URLs
- Frontend: http://localhost:5173
- Backend API: http://localhost:8000
- API Docs: http://localhost:8000/api/docs
Running Tests
# Backend (from backend/)
pytest --override-ini="addopts="
# Frontend type check
cd frontend && npm run build
Roadmap
See 03-DEVELOPMENT-ROADMAP.md for the full roadmap.
Current focus:
- Step Library frontend UI
- Procedural flows lifecycle improvements
Next up:
- Quick Actions Dashboard (#70)
- Tree Effectiveness Dashboard (#61)
- PSA Integration — ConnectWise / Autotask (#63)
License
Proprietary. All rights reserved.