resolutionflow/CHANGELOG.md

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
• Image support in Assistant Chat — paste/attach images in chat input, uploaded to S3, resized for vision model, displayed in conversation history

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
• Assistant Chat session actions — moved Pause/Resume/Close actions from action bar to page header for consistency with FlowPilot
• Design system token normalization — unified FlowPilot, AssistantChat, and ScriptBuilder components to use consistent design tokens

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
• "Sorry something went wrong" errors in chat when rendering unsupported message types
• Task Lane stale data when creating new chat or resuming from concluded session
• Chat ref invalidation race condition between handleNewChat and async data loads
• Images now properly display in chat message history instead of blank placeholders

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[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

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[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

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[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

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[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

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[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

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[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

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[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

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[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

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[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

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[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

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[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