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

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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

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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

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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)

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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

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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

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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)

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License

Proprietary. All rights reserved.