resolutionflow/03-DEVELOPMENT-ROADMAP.md

Development Roadmap

Last Updated: May 7, 2026 Product: ResolutionFlow (repo path: resolutionflow/; patherly is the legacy internal name) Target Market: MSP companies — IT service providers managing infrastructure and support for multiple clients

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Status as of 2026-05-07

The historical phase content below (Phase 1 through Phase 5) is preserved as a factual record. This section is the live status overlay — read it first.

Where we are: Pre-PMF, Go-to-Market Validation. Backend feature-complete (50+ endpoints, 100+ tests). FlowPilot session UX is the daily-driver surface and recently went through PR #155 (escalation wedge), #156 (applied_pending non-terminal status), #158 (impeccable pass + tasklane keyboard flow), #159 (Diátaxis User Guides), #160 (sidebar IA + account redesign).

Currently in flight: Self-serve signup cutover. Phase 1 backend (#161) and Phase 2 frontend (#162) merged. PR #164 (open) closes the last code blockers — plan taxonomy reconciliation (team → enterprise, add starter) and INTERNAL_TESTER_EMAILS allowlist for the soft cutover. After merge, remaining work is manual operations only: Stripe Dashboard live-mode setup, Railway prod env vars, internal validation pass, public flag flip. See docs/superpowers/plans/2026-05-06-self-serve-signup-phase-2-frontend-cutover.md Phase O for the checklist.

Product thesis being tested: "We're not a documentation app. We are the documentation builders." Captured in ~/.gstack/projects/chihlasm-resolutionflow/abc-feat-self-serve-signup-phase-2-design-20260507-112020.md (office-hours design doc). Pre-build assignment: 3 calls with external Directors of Onboarding (cold, no friendly contacts) to validate the framing before adopting it as the public positioning.

What's not yet decided: Whether to formally cut branching Flows from the pilot UI surface in favor of a Project (linear procedure) + FlowPilot + Documentation-Builder positioning. Discussed in /office-hours but no implementation work scheduled — gated on the 3 external validation calls.

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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

• Step Library — CRUD, search, ratings, reviews, visibility filtering, verified-use badge (backend complete, frontend browse/search/rate pending)
• Procedural flows — procedural tree type, step-by-step execution engine, intake forms, section headers, resume support, type-aware routing, auto-start on page load
• 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, Slate & Ice glassmorphism design system
• Flexible intake — deferred variable resolution, prepared sessions for reuse

Phase 3: Intelligence & Polish (Mar 2026)

• AI Flow Assist — Conversational AI chat builder for generating troubleshooting and procedural flows. Multi-phase interview, progressive tree generation with live preview, save to flow library
• Cross-Reference / Loop-Back Support — Ghost references, dashed purple arrows, node picker dropdowns, circular reference detection as warnings
• Editor-Embedded Flow Assist — 320px AI side panel in editor, ghost node suggestions, delta responses, model tier routing
• Procedural Flow Assist — AI suggestions for procedural flow editing with [STEPS_UPDATE] markers
• AI Chat Conclusion — Outcome tracking, AI-generated ticket summaries, resume flow
• AI Copilot — In-session copilot panel with RAG, standalone assistant chat
• KB Accelerator — Upload .md files and convert to troubleshooting/procedural flows with AI, tree builder with validation gate
• Script Generator — Backend engine with parameter detection, template editor with conditional/looping, PowerShell and Bash generation
• Command Palette — Quick flow navigation and actions (Ctrl+K)
• Session-to-Flow Converter — AI-powered conversion of finished sessions into reusable flows
• Sidebar Redesign — Activity feed, grouped navigation, improved flow discovery
• Flow Export/Import — JSON export, import with validation, cross-team flow transfer
• Survey System — Public survey page, admin invite tracking, response viewer with CSV export, email invitations, read/unread/archive/delete management
• Email Verification — Tokens, banner, admin toggle (platform setting)
• Account Management — Profile settings, delete/leave/transfer team, chat retention settings
• Slate & Ice Aesthetic Redesign — Glassmorphism with ice-cyan accents, Bricolage Grotesque + IBM Plex Sans + JetBrains Mono typography, orchestrated page-load animations
• Tailwind CSS v3 → v4 Migration — CSS custom properties, glass utilities, React Flow CSS integration
• Landing Page + Beta Signup — Marketing-ready landing page with CSS polish
• PostHog Product Analytics — 60+ events instrumented, PostHogProvider, identifyUser/resetAnalytics wired to auth, Dockerfile build args for Railway
• Playwright E2E Tests — 17 spec files, full CI job, auth storage state, both webServers managed in config
• ConnectWise PSA Integration (Core) — Provider pattern (BasePsaProvider / ConnectWiseProvider), connection CRUD, ticket context retrieval, session-to-ticket linking, member mapping, credential encryption, in-memory TTL cache

Phase 3.5: Polish & Professional (Mar 2026 — PR #114)

• Empty States — Illustrative empty states across 8 pages, upgraded EmptyState component with illustration + learn-more support
• Onboarding Checklist — Backend status/dismiss endpoints, dashboard checklist widget with structured steps
• Professional PDF Export — WeasyPrint branded template, supporting data in all export formats
• Team Branding — CRUD endpoints + UI settings for export customization
• Supporting Data Capture — CRUD endpoints + UI for attaching evidence/context to sessions

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In Progress

Task	Status	Notes
Self-serve signup cutover (Phase O)	In Progress	PR #164 merge → Stripe live-mode Dashboard setup → Railway prod env vars → internal validation → public flag flip. Code blockers cleared by #164 (taxonomy + INTERNAL_TESTER_EMAILS allowlist).
External validation of documentation-builder thesis	Not started	3 calls with external Directors of Onboarding (cold). Decision gate before scoping a "Day 1 onboarding checklist" build.
ConnectWise PSA Integration (Advanced)	Deferred	Core complete — ticket linking, note posting, member mapping, ticket context retrieval. Callback webhooks deferred until pilot signal demands them.

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What's Next

Phase O Cutover (Weeks 0-1)

Step	Status
Merge PR #164 (taxonomy reconciliation + allowlist)	Open, CI green
Stripe Dashboard live-mode setup (Products + Prices for Starter/Pro, no Prices on Enterprise, Customer Portal config, webhook endpoint with 5 events)	Manual op
Railway prod env vars (sk_live_*, whsec_*, INTERNAL_TESTER_EMAILS, prod Google + Microsoft OAuth credentials, OAUTH_REDIRECT_BASE, STRIPE_PUBLISHABLE_KEY, VITE_STRIPE_PUBLISHABLE_KEY for frontend redeploy)	Manual op
Run python -m scripts.sync_stripe_plan_ids against prod backend; verify plan_billing has sk_live_* price IDs	Manual op
Internal validation pass (9 scenarios from Phase O Task 46)	Manual op
Email pilots about complimentary status, flip SELF_SERVE_ENABLED=true (frontend redeploy required for VITE_SELF_SERVE_ENABLED)	Manual op
PostHog signup-funnel dashboard + Sentry alert at >1/hour Stripe webhook errors	Manual op

Near-Term Priorities (from Stack Priorities Plan)

Feature	Status	Description
Coverage gates in CI	✅ Complete	Backend enforced at 80%, frontend coverage reporting enabled
Security headers	✅ Complete	HSTS, CSP (report-only), X-Frame-Options, X-Content-Type-Options, Referrer-Policy, Permissions-Policy
Web Vitals / performance budgets	✅ Complete	LCP, INP, CLS, FCP, TTFB reported to PostHog via web-vitals
Search and recall improvements	✅ Complete	Structured filters + FTS + Voyage AI semantic search shipped (see CURRENT-STATE.md "Search & Recall" section)

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

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

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Phase 4: Integrations & Automation

Goal: Connect ResolutionFlow to the MSP tools teams already use.

4A: PSA Integration (Priority: HIGH — Core Complete)

Feature	GitHub Issue	Description
ConnectWise PSA — Advanced	#63	Core integration ✅ — Remaining: callback webhooks, real-time ticket events, deeper session context
Autotask PSA	—	Second PSA provider using same BasePsaProvider pattern

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 generator foundation complete)
• Script library management
• Automation toggle at action nodes

4D: Enterprise

• SSO integration (SAML/OAuth)
• Advanced RBAC and approval workflows
• White-label configuration

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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
Multi-Tree Sessions	#68	Navigate across multiple flows in a single session, AI-suggested flow transitions

Note: AI Copilot (#69) completed in Phase 3. Session-to-Flow converter and KB Accelerator also delivered.

5C: Platform Growth

• Public API with key management and webhooks
• Community tree marketplace
• Mobile apps (React Native)
• Slack / Teams integration

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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
• Evidence-rich sessions (screenshots, attachments, command output capture)
• Buyer-facing trust surfaces (changelog, status page, security page)
• Queue / worker architecture for AI, indexing, webhook fan-out

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Open GitHub Issues Summary

#	Title	Priority	Phase	Status
#63	PSA Integration (ConnectWise / Autotask)	HIGH	4A	Core complete, advanced in progress
#70	Quick Actions Dashboard	Medium	3A	Not started
#66	Tree Templates + Import/Export	Medium	3C	✅ Export/Import done
#62	Quick-Start from Clipboard	Medium	3A	Not started
#61	Tree Effectiveness Dashboard	Medium	3B	Not started
#60	Recurring Issue Detection	Medium	3B	Not started
#58	Step Feedback Flag	UX	3A	Not started
#64	Client Intelligence Sidebar	Strategic	4B	Not started
#65	Intelligence Loop / Analytics Engine	Strategic	4B	Not started
#71	Team Activity Feed + Collaboration	Low	5A	Not started
#69	AI Copilot — In-Session Intelligence	Low	5B	✅ Complete
#68	Multi-Tree Sessions	Low	5B	Not started
#67	Push Steps to Active Sessions	Low	5A	Not started