CaseMgr – AI-Powered Case Management

Category: Uncategorized

  • 17 Public Case Plan Models with Mermaid Diagrams

    CaseMgr now includes a library of 17 public Case Plan Models — reusable workflow templates based on the CMMN standard. Instantiate one to create a fully structured case with stages, tasks, milestones, and sentries already wired together.

    What Are Case Plan Models?

    Models are templates. Instead of building a workflow from scratch every time, you pick a model and instantiate it. The model creates all the CMMN items (stages, tasks, milestones, sentries, timers) with their relationships already configured.

    The Pattern Library

    We’ve published six reusable CMMN patterns that serve as building blocks:

    • Approval Gate — Decision task routes to approved/rejected branches via conditional sentries
    • Decision Tree — Multi-way branching based on a decision task’s outcome
    • Escalation Timer — A task with a deadline; if the timer fires first, an escalation path activates
    • Multi-Stage Pipeline — Sequential stages gated by sentries
    • Parallel Work with Join — Concurrent tasks with a milestone that fires when all complete
    • Monitoring Loop — Cron timer drives a webhook, condition sentry auto-resolves when met

    Workflow Templates

    For end-to-end workflows, we have:

    • Bug Triage & Fix — Report → triage (AI decision) → fix → verify
    • Project Kickoff — Discovery → planning → execution → closeout
    • Research & Report — AI-human collaboration for research and drafting
    • Invoice Generation — Client selection → billable items → LaTeX/PDF generation → delivery (our most complex model with 29 definitions)
    • AI Work Item Pipeline — Process task creates work for an AI agent
    • Recurring API Poll — Timer-driven webhook polling with conditional resolution

    Using Models

    # List available models (including public ones)
wa mcp models-list include_public=true

# Create a case from a model
wa mcp models-instantiate model_id="#61:37" name="Q1 Budget Approval"

# Or add a workflow to an existing case
wa mcp cmmn-add_model_to_case case_id="#1:123" model_id="#61:40"

    In the web UI, click Models in the navigation to browse, or use the Workflow button in any case to add a model’s items.

    All models include Mermaid diagrams on the documentation page: casemgr.systems/case-plan-models

  • CaseMgr: Building an AI-Native Case Management System

    Today marks a milestone for CaseMgr — we shipped per-case context loading, a feature that lets AI agents automatically recover their working context after Claude Code’s context window compaction.

    The Problem

    When you’re deep in a coding session with Claude Code, the context window eventually fills up. Claude compacts it — summarizing the conversation to free space. But that summary loses the details: which tasks were active, what environment you were debugging in, the client requirements you were referencing.

    Most AI memory systems (like Soul v5.0) handle this at session boundaries — loading context at start, saving at end. But they’re blind to mid-session compaction. Your AI agent suddenly doesn’t know what it was working on.

    Our Solution: Context Cases

    CaseMgr now lets you link cases together as “context.” When compaction happens, a PostCompact hook automatically fires and reloads:

    • Your current case’s active tasks and work state
    • Notes and knowledge from all linked context cases
    • Case descriptions and project context

    The key insight: CLAUDE.md is the bootstrap, CaseMgr is the knowledge base. Keep your instruction files small and static. Put everything dynamic into CaseMgr cases and link them as context.

    What Else We Shipped This Week

    • wa CLI v2.0 — Migrated into the monorepo, consolidated tool names from dots to hyphens for Claude.ai compatibility
    • OAuth 2.0 for MCP — Claude.ai can now connect to CaseMgr natively via browser-based OAuth authorization
    • Tool consolidation — Reduced from 222 to 184 MCP tools by merging duplicate create/list operations
    • Cloudflare Turnstile — Bot protection on login and registration
    • PubSub broadcasts — Real-time UI updates when MCP operations modify data
    • Case Plan Models documentation — 17 public models with Mermaid diagrams on the website
    • Dark theme — All documentation pages match the CLI landing page aesthetic
    • Product gating — Billing tools hidden from users without the billing product
    • Sticky case header — No more scrolling to see the case name and status

    What’s Next

    We’re working on making the dual-nav problem go away (Phoenix and WordPress currently serve separate menus), improving the case detail UI with collapsible sections and better mobile support, and expanding the public model library with more CMMN workflow templates that users can instantiate with one click.

    If you’re building with AI agents and want persistent, case-driven context management, try CaseMgr — it’s free to get started.