Michael Chihlas
66e592096c
Adds the AI-proposed resolution path and the inline preview of the
markdown that will be posted to the customer ticket on Resolve. The
preview is keyed on (session_id, ai_sessions.state_version) so back-to-
back fetches against unchanged state hit an in-process cache instead
of paying for a Sonnet call.
Backend:
- preview_cache: in-process LRU keyed on (kind, session_id, state_version).
No TTL — state_version is the source of truth. Soft-cap 5000 entries.
- unified_chat_service: [SUGGEST_FIX] parser (last-block-wins, JSON
payload, confidence clamped 0-100), supersession persistence (sets
superseded_at on prior active row), atomic state_version bump.
- ResolutionNoteGeneratorService: pulls session, facts, active fix, and
redacted script_generations into a structured input bundle for Sonnet;
produces the four-section markdown (Problem / What we confirmed /
Root cause / Resolution). Sensitive script parameters redacted via
ScriptTemplateEngine.redact_sensitive driven by the template's
parameters_schema.
- /api/v1/ai-sessions/{id}/suggested-fixes/active — 200 with the active
fix or 404.
- /api/v1/ai-sessions/{id}/suggested-fixes/{fix_id}/decision — records
one_off / draft_template / build_template / dismissed; dismiss
supersedes; bumps state_version. 409 on dismissing an already-
superseded fix.
- /api/v1/ai-sessions/{id}/resolution-note/preview — generates or returns
cached markdown; from_cache flag in payload signals cache hit.
- scripts.py POST /generate now bumps state_version on the linked
ai_session_id when present (third source of preview-cache invalidation
per Section 5.5).
- ASSISTANT_SYSTEM_PROMPT documents [SUGGEST_FIX] (when to/not to emit,
format, supersession semantics).
- 12 tests covering the parser (well-formed, last-wins, malformed,
confidence clamping), supersession + state_version invariant, all
decision branches, preview cache hit-on-no-change + miss-after-write.
Frontend:
- src/components/pilot/sections/SuggestedFix.tsx — amber-accented card
with confidence badge; dismiss action wired to the decision endpoint.
- src/components/pilot/ResolutionNotePreview.tsx — popover with refresh,
loading state, cached/fresh indicator, ticket-ref display.
- src/api/sessionSuggestedFixes.ts — typed client; getActive normalizes
404 to null so callers don't have to special-case.
- TaskLane gains suggestedFixSlot + bottomSlot props (rendered after
Diagnostic Checks; bottomSlot anchors the Resolve action).
- AssistantChatPage: refreshSessionDerived helper batches fact + fix
refresh; fact mutations and chat sends both schedule a 500ms-debounced
preview refresh per the Section 5.5 spec.
Verified end-to-end against the dev stack with a real Sonnet call:
- /active 404 → fact create → preview generates four-section markdown
grounded only in provided facts → second preview call hits cache
(from_cache=true, no LLM call) → fact write 2 → cache miss, regenerates.
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.