From 2086ecb5ea6b515346b680ad35a23358b95ef096 Mon Sep 17 00:00:00 2001
From: Michael Chihlas <michael@chihlas.com>
Date: Sat, 14 Mar 2026 21:52:23 -0400
Subject: [PATCH] feat(psa): add ConnectWiseProvider with test_connection +
 provider registry

ConnectWiseProvider implements PSAProvider with test_connection() that
calls GET /system/info to verify credentials and connectivity. All other
methods raise NotImplementedError with slice references for future work.

Provider registry (get_provider_for_account) looks up the account's
PsaConnection, decrypts stored credentials, and instantiates the
correct provider. Currently supports connectwise only.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---
 .../app/services/psa/connectwise/provider.py  | 76 +++++++++++++++++++
 backend/app/services/psa/registry.py          | 50 ++++++++++++
 2 files changed, 126 insertions(+)
 create mode 100644 backend/app/services/psa/connectwise/provider.py
 create mode 100644 backend/app/services/psa/registry.py

diff --git a/backend/app/services/psa/connectwise/provider.py b/backend/app/services/psa/connectwise/provider.py
new file mode 100644
index 00000000..6a9f211d
--- /dev/null
+++ b/backend/app/services/psa/connectwise/provider.py
@@ -0,0 +1,76 @@
+"""ConnectWise implementation of PSAProvider."""
+from __future__ import annotations
+
+from app.services.psa.base import PSAProvider
+from app.services.psa.types import (
+    ConnectionTestResult,
+    PSATicket,
+    PSANote,
+    PSAStatus,
+    PSACompany,
+    PSAMember,
+    PSAConfiguration,
+)
+from .client import ConnectWiseClient
+
+
+class ConnectWiseProvider(PSAProvider):
+    """ConnectWise PSA provider implementation."""
+
+    def __init__(self, client: ConnectWiseClient):
+        self.client = client
+
+    async def test_connection(self) -> ConnectionTestResult:
+        """Test the CW connection by fetching system info."""
+        try:
+            info = await self.client.get("/system/info")
+            return ConnectionTestResult(
+                success=True,
+                message="Connected successfully.",
+                server_version=info.get("version", None),
+            )
+        except Exception as e:
+            return ConnectionTestResult(
+                success=False,
+                message=str(e),
+                server_version=None,
+            )
+
+    # ── Stubs for Phase A slices 2-5 ─────────────────────────────────
+
+    async def get_ticket(self, ticket_id: str) -> PSATicket:
+        raise NotImplementedError("Implemented in Slice 2")
+
+    async def search_tickets(self, query: str, **filters) -> list[PSATicket]:
+        raise NotImplementedError("Implemented in Slice 3")
+
+    async def post_note(
+        self,
+        ticket_id: str,
+        text: str,
+        note_type: str,
+        member_id: str | None = None,
+    ) -> PSANote:
+        raise NotImplementedError("Implemented in Slice 4")
+
+    async def update_ticket_status(
+        self, ticket_id: str, status_id: int
+    ) -> PSATicket:
+        raise NotImplementedError("Implemented in Slice 4")
+
+    async def get_ticket_statuses(self, board_id: int) -> list[PSAStatus]:
+        raise NotImplementedError("Implemented in Slice 3")
+
+    async def list_companies(self, **filters) -> list[PSACompany]:
+        raise NotImplementedError("Implemented in Slice 3")
+
+    async def get_company(self, company_id: str) -> PSACompany:
+        raise NotImplementedError("Implemented in Slice 3")
+
+    async def list_members(self) -> list[PSAMember]:
+        raise NotImplementedError("Implemented in Slice 5")
+
+    async def get_ticket_configurations(
+        self, ticket_id: str
+    ) -> list[PSAConfiguration]:
+        raise NotImplementedError("Implemented in Slice 3")
diff --git a/backend/app/services/psa/registry.py b/backend/app/services/psa/registry.py
new file mode 100644
index 00000000..7f4428ac
--- /dev/null
+++ b/backend/app/services/psa/registry.py
@@ -0,0 +1,50 @@
+"""Factory for instantiating PSA providers from stored connection data."""
+from __future__ import annotations
+
+from uuid import UUID
+
+from sqlalchemy import select
+from sqlalchemy.ext.asyncio import AsyncSession
+
+from app.models.psa_connection import PsaConnection
+from app.services.psa.base import PSAProvider
+from app.services.psa.encryption import decrypt_credentials
+from app.services.psa.exceptions import PSAConnectionError
+
+
+async def get_provider_for_account(
+    account_id: UUID, db: AsyncSession
+) -> PSAProvider:
+    """Look up account's PSA connection, decrypt credentials, instantiate provider."""
+    result = await db.execute(
+        select(PsaConnection).where(
+            PsaConnection.account_id == account_id,
+            PsaConnection.is_active.is_(True),
+        )
+    )
+    connection = result.scalar_one_or_none()
+
+    if not connection:
+        raise PSAConnectionError(
+            "No active PSA connection configured for this account.",
+            provider="unknown",
+        )
+
+    if connection.provider == "connectwise":
+        from app.services.psa.connectwise.client import ConnectWiseClient
+        from app.services.psa.connectwise.provider import ConnectWiseProvider
+
+        creds = decrypt_credentials(connection.credentials_encrypted)
+        client = ConnectWiseClient(
+            site_url=connection.site_url,
+            company_id=connection.company_id,
+            public_key=creds["public_key"],
+            private_key=creds["private_key"],
+            client_id=creds["client_id"],
+        )
+        return ConnectWiseProvider(client)
+
+    raise PSAConnectionError(
+        f"Unsupported PSA provider: {connection.provider}",
+        provider=connection.provider,
+    )