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 3.12, Node.js 20+

# Start PostgreSQL (and the rest of the dev stack)
docker compose -f docker-compose.dev.yml up -d

# 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

resolutionflow/
├── backend/
│   ├── app/
│   │   ├── main.py                 # FastAPI entry point
│   │   ├── api/endpoints/          # Route handlers (50+ endpoints)
│   │   ├── core/                   # Config, database, permissions, security
│   │   ├── models/                 # SQLAlchemy models
│   │   ├── schemas/                # Pydantic schemas
│   │   └── services/psa/           # PSA provider abstraction layer
│   ├── alembic/                    # Database migrations
│   ├── scripts/                    # Seed + sync scripts (incl. sync_stripe_plan_ids.py)
│   └── tests/                      # Integration tests (100+)
├── frontend/
│   ├── src/
│   │   ├── components/             # UI components by domain
│   │   ├── pages/                  # Page components
│   │   ├── store/                  # Zustand stores
│   │   └── types/                  # TypeScript interfaces
├── .ai/                            # Dual-agent handoff system (PROJECT_CONTEXT, HANDOFF, etc.)
├── docs/                           # Design docs, plans, ConnectWise reference
├── brand-assets/                   # SVGs, brand guide
├── CLAUDE.md                       # AI assistant project context (Claude Code)
├── AGENTS.md                       # AI assistant project context (Codex; shared protocol with CLAUDE.md)
├── CURRENT-STATE.md                # Detailed feature status
├── DESIGN-SYSTEM.md                # Visual + interaction design system
├── PRODUCT.md                      # Design intent and brand personality
└── CHANGELOG.md                    # Release history

The on-disk repo path is resolutionflow/. patherly is the legacy internal name — still appears in some Railway service names and the prod DB name. Treat as an alias, not canonical.

---

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	Project context for Claude Code
AGENTS.md	Project context for Codex (shared protocol with CLAUDE.md)
.ai/PROJECT_CONTEXT.md	Stable architectural truth
CURRENT-STATE.md	Detailed feature status
03-DEVELOPMENT-ROADMAP.md	Development roadmap
DESIGN-SYSTEM.md	Visual + interaction design system (charcoal palette + electric blue accent)
PRODUCT.md	Design intent, users, brand personality
DEV-ENV.md	Development environment setup
CHANGELOG.md	Release history

---

License

Proprietary. All rights reserved.