chihlasm/resolutionflow
1
0
Fork 0
Code Issues 23 Pull Requests 1 Actions Packages Projects Releases Wiki Activity
Files
8de6ee7aa465fc9fbb0e34d4da5bde10c9d2368e
resolutionflow/CHANGELOG.md
Claude 7198c165b2 docs: update CHANGELOG with session documentation overhaul and client communications 
Added entries for:
- Session documentation overhaul with reformatted PSA notes, decimal hour display,
  and follow-up recommendations
- Client communication improvements with request_info audience type
- PSA documentation formatting enhancements
- Status update generation improvements
- Option label resolution fix

https://claude.ai/code/session_01GpyJYk4F3eGiJXwsgycChK
2026-04-06 10:35:01 +00:00

202 lines
11 KiB
Markdown
Raw Blame History

# Changelog
All notable changes to ResolutionFlow are documented here.
## [Unreleased]
### Added
- Tree Templates + Import/Export marketplace (#66)
- Recurring Issue Detection — client-specific pattern alerts (#60)
- Step Feedback Flag — "This Step is Wrong" reporting (#58)
- **Script Library default view** — "All Scripts" tab now displays all accessible scripts (team + library)
- **Session documentation overhaul** — reformatted PSA resolution/escalation notes with cleaner headers, inline engineer responses, decimal hour display (0.25 hrs), follow-up recommendations, and improved "What We Know" section from evidence items
- **Client communication improvements** — new `request_info` audience type for client-facing information requests, improved status update and email draft prompts with per-context guidance
### Changed
- **Edit Procedure page** — layout overhaul and color system refinements for better visual hierarchy
- **Flows sidebar navigation** — collapsed to reduce visual noise; session recovery removed from library view
- **Account settings page** — audit fixes for improved consistency and usability
- **PSA documentation formatting** — removed duplicate timing blocks and AI confidence sections; added client-facing communication context guidance
- **Status update generation** — fixed option label lookup to use human-readable labels instead of machine values
### Fixed
- Dark text rendering on blue accent step-number badges across all flow types
- Script Library tab ownership filter now preserved across category and search changes
- Race conditions in script builder session creation and slug generation
- Stale async results in Assistant Chat (selectChat) no longer clobber new session task lane
- Sentry DSN hardcoded fallback removed — now uses environment variable only
- Option label resolution in status update context generation
---
## [0.11.0] - 2026-03-30
### Changed
- **Landing page redesign** — replaced AI-template layout with bold hero, live chat animation, scroll-driven reveals, and FAQ section; self-contained `--lp-*` palette; electric blue accent throughout
- **Dashboard design critique** — eliminated section redundancy, differentiated card types across PerformanceCards, KnowledgeBaseCards, and TeamSummary; reduced visual noise
- **Session History** — redesigned as tabbed view (AI Sessions / Flow Sessions) with Load More pagination and domain filter chips; AI sessions now support lazy-loaded flow sessions with URL param routing to correct tab
- **Escalation Queue** — improved urgency signaling with time-based styling
- **Assistant page** — TaskLane UX improvements (confirmed-delete, restorable skipped tasks, progress counter); ChatSidebar delete confirmation flow fixed (no accidental chat switch while confirming)
- **Script Library/Builder** — design critique fixes; suggestion chips now correctly respect disabled state during generation
- **Create Flow dropdown** — simplified to two options (Troubleshooting / Procedural); removed AI generate flow and maintenance flow per pilot scope
- **Tag badges and buttons** — fixed unreadable text caused by `bg-accent` with dark foreground; tags now use elevated background with border
### Fixed
- Restored removed icon imports in MyTreesPage; added default export to SessionHistoryPage
- Fixed ternary closing brackets in KnowledgeBaseCards and TeamSummary
- Fixed `loadMoreAiSessions` race condition — stale pages from prior filter queries no longer mix with fresh results
- Fixed `--lp-btn` using `var(--color-accent)` in `landing.css` (violates lesson 104); now hardcoded to `#60a5fa`
---
## [0.10.0] - 2026-03-21
### Added
- **AI Script Builder** — chat-style page (`/script-builder`) for generating PowerShell, Bash, and Python scripts from natural language descriptions, with fullscreen preview modal and save-to-library flow
- **FlowPilot message bar** — always-visible chat input at bottom of guided sessions, replacing hidden "None of these" escape hatch
- **FlowPilot → Script Builder handoff** — FlowPilot detects custom script needs and offers "Open Script Builder" button with context pre-filled via sessionStorage
- **Script Library reorganization** — "My Scripts" / "Team Scripts" tabs, prominent "Build a New Script" button, `language` column on templates
- **Session close/abandon** — "Close" button in FlowPilot action bar sets status to `abandoned` and redirects to Active Sessions
- **Unified session history** — merged Flow Sessions and AI Sessions into single view on Active Sessions page
### Changed
- FlowPilot now asks user preference (GUI walkthrough vs script) before suggesting scripted solutions
- Script Builder messages normalized into separate `script_builder_messages` table (from JSONB array)
- Step card action types use typed content helpers instead of unsafe `as string` casts
- Message bar width expanded and repositioned above action bar
- Date range filters use end-of-day timestamps to include same-day items
### Fixed
- Missing `useNavigate` import causing Railway build failure
- FlowPilot message bar hidden behind fixed action bar
- Date filter excluding items created on the selected end date
---
## [0.9.0] - 2026-03-21
### Added
- **Landing page design audit** — mobile hamburger menu, Privacy and Terms pages, responsive modals
- **Mobile search collapse** — TopBar search bar collapses to magnifying glass icon on mobile
- **Root directory cleanup** — archived 9 completed docs, tracked marketing assets and dev environment guide
### Changed
- Branding updated: "Decision Tree Platform" → "AI-Powered Troubleshooting for MSPs" on login, register, HTML title
- Section spacing tightened on landing page, heading hierarchy fixed (div → h2)
- Register page icon fixed from red/coral to cyan brand color
- `transition: all` replaced with specific properties across landing CSS
- `color-scheme: dark` added to HTML element
- GitHub issues triaged: closed 10 stale issues (6 completed, 4 deferred), 3 remain open
---
## [0.8.0] - 2026-03-20
### Added
- **FlowPilot cockpit dashboard** — quick-start input, active sessions, pending escalations, performance cards, knowledge base cards, team summary
- **Sidebar redesign** — Dashboard → Resolve → Knowledge → Insights hierarchy with collapsible sections
- **Search & Recall** — PostgreSQL FTS on AI sessions, Command Palette integration (Ctrl+K), structured filters
- **Semantic similar sessions** — Voyage AI embeddings for finding related past sessions in FlowPilot sidebar
- **Evidence-rich sessions** — RichTextInput with clipboard paste, S3 file upload/download API
- **Navigation guard** — `useBlocker` warns before leaving active FlowPilot sessions
### Fixed
- FlowPilot action bar height chain (Resolve/Escalate/Pause buttons disappearing)
- `InFailedSQLTransaction` cascade from `get_db` missing rollback
- Session detail 500 errors from serialization issues
- Escalation fallback when `team_id` is null
- CORS middleware returning proper responses instead of re-raising
---
## [0.7.0] - 2026-03-19
### Added
- **Phase 5 Analytics Enhancement** — flow coverage heatmap, quality scoring, PSA activity logging, enhanced metrics
- **Phase 4 Enterprise features** — public templates gallery, admin curation, branded exports, custom branding (logo, accent, company name), multi-PSA adapter stubs (Autotask, Halo), SSO/SAML groundwork
- **Notification system** — multi-channel (in-app, email) with preferences and batch digest
### Fixed
- Analytics domain matching, funnel counts, decimal casts
- Frontend routing, accessibility, error states, sort indicators
---
## [0.6.0] - 2026-03-18
### Added
- **FlowPilot Phase 1** — AI-powered troubleshooting sessions with guided multi-step engine, copilot panel, confidence-tiered model routing
- **FlowPilot Phase 2** — ConnectWise PSA integration (ticket linking, note posting, member mapping), escalation handoff with AI-enhanced briefing, session pause/resume, mid-session ticket linking
- **Knowledge Flywheel (Phase 3)** — AI session analysis → automatic flow proposals, review queue (approve, edit & publish, dismiss, reject), knowledge gap detection, FlowPilot analytics dashboard, APScheduler batch analysis
---
## [0.5.0] - 2026-03-16
### Added
- **Security headers** — CSP (report-only), HSTS, X-Content-Type-Options, X-Frame-Options
- **Coverage gates** — 80% backend coverage enforced in CI, frontend coverage reporting
- **Core Web Vitals** — LCP, FID, CLS reporting to PostHog
- **PostHog analytics** — event tracking across all key user actions, user identification, autocapture
- **Playwright e2e tests** — coverage for new features and uncovered workflows
- **Command palette** — global search (Ctrl+K) with fuzzy matching across flows, sessions, tags
---
## [0.4.0] - 2026-03-14
### Added
- **ConnectWise PSA integration design** — provider abstraction, encrypted credentials, ticket context
- **Script Generator** — backend engine, API, frontend template editor, parameter detector
- **Procedural editor validation** — validation summary with click-to-select and Fix with AI
- **Landing page** — marketing site with beta signup, pricing tiers, product preview mockup
---
## [0.3.0] - 2026-03-03
### Added
- **Slate & Ice design system** — dark glassmorphism, ice-cyan gradient accents, glass-card system, orchestrated animations
- **Tailwind CSS v4 migration** — CSS-only config, `@tailwindcss/vite` plugin
- **KB Accelerator** — convert knowledge base articles into interactive flows
- **AI chat conclusion** — outcome tracking, AI-generated ticket summaries, resume flow
- **Survey system** — public survey page, admin invite tracking, response viewer with CSV export
- **Email verification** — tokens, banner, admin toggle
- **AI assistant** — in-session copilot panel, standalone chat with RAG, prompt caching
- **Sentry error monitoring** — frontend and backend integration
- **Flexible intake** — deferred variables, prepared sessions
- **Session closure** — close from history page with inline popover
- **Shared Modal enforcement** — standardized modal component across codebase
### Fixed
- Race condition hardening across auth, counters, and data fetching
- MissingGreenlet crash in AI Assistant
---
## [0.2.0] - 2026-02-10
### Added
- **Flow Editor** — form-based with visual canvas preview (React Flow + dagre), undo/redo
- **Procedural Flows** — step-by-step checklists with section headers, collapsible fields
- **Maintenance Flows** — scheduled recurring tasks with batch execution
- **AI Flow Builder** — conversational AI generates complete flows from description
- **Step Library** — shared reusable steps with ratings, reviews, verified-use badges
- **Session features** — timer, keyboard shortcuts, scratchpad overlay, auto-recovery, sharing
- **Organization** — categories, tags, folders (3-level), full-text search, grid/list/table views
- **Admin Panel** — 8 pages (dashboard, users, invite codes, audit logs, plan limits, feature flags, settings, categories)
- **Account management** — profile settings, delete/leave/transfer, chat retention
- **Export** — Markdown, text, HTML with detail levels, editable preview, redaction
---
## [0.1.0] - 2026-01-15
### Added
- Initial release: FastAPI backend with JWT auth, PostgreSQL database
- Trees and Sessions CRUD APIs
- Export functionality (Markdown, Text, HTML)
- React frontend with TypeScript
- Railway deployment with auto-deploy on push to main
- Invite code registration system for beta
Reference in New Issue View Git Blame Copy Permalink