feat: ConnectWise PSA integration (#106)

PSA abstraction layer with provider pattern, ConnectWise integration (connection management, ticket linking, note posting, status updates, member mapping), Integrations page UI, Fernet credential encryption, in-memory TTL cache, 6 DB migrations, ConnectWise API reference docs.

backend/alembic/env.py

@@ -19,6 +19,9 @@ from app.models.survey_invite import SurveyInvite
 from app.models.ai_suggestion import AISuggestion  # noqa: F401
 from app.models.kb_import import KBImport, KBImportNode  # noqa: F401
 from app.models.script_template import ScriptCategory, ScriptTemplate, ScriptGeneration  # noqa: F401
+from app.models.psa_connection import PsaConnection  # noqa: F401
+from app.models.psa_post_log import PsaPostLog  # noqa: F401
+from app.models.psa_member_mapping import PsaMemberMapping  # noqa: F401
 from app.core.config import settings
 
 # this is the Alembic Config object

backend/alembic/versions/058_add_psa_connections.py

@@ -0,0 +1,39 @@
+"""Add psa_connections table.
+
+Revision ID: 058
+Revises: 057
+"""
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy.dialects import postgresql
+
+revision = "058"
+down_revision = "057"
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    op.create_table(
+        "psa_connections",
+        sa.Column("id", postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column("account_id", postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column("provider", sa.String(50), nullable=False),
+        sa.Column("display_name", sa.String(100), nullable=False),
+        sa.Column("site_url", sa.String(255), nullable=False),
+        sa.Column("company_id", sa.String(100), nullable=False),
+        sa.Column("credentials_encrypted", sa.Text(), nullable=False),
+        sa.Column("is_active", sa.Boolean(), nullable=False, server_default=sa.text("true")),
+        sa.Column("last_validated_at", sa.DateTime(timezone=True), nullable=True),
+        sa.Column("created_at", sa.DateTime(timezone=True), nullable=False, server_default=sa.func.now()),
+        sa.Column("updated_at", sa.DateTime(timezone=True), nullable=False, server_default=sa.func.now()),
+        sa.PrimaryKeyConstraint("id"),
+        sa.ForeignKeyConstraint(["account_id"], ["accounts.id"], ondelete="CASCADE"),
+        sa.UniqueConstraint("account_id"),
+    )
+    op.create_index("ix_psa_connections_account_id", "psa_connections", ["account_id"])
+
+
+def downgrade() -> None:
+    op.drop_index("ix_psa_connections_account_id")
+    op.drop_table("psa_connections")

backend/alembic/versions/059_add_psa_ticket_link_to_sessions.py

@@ -0,0 +1,31 @@
+"""Add psa_ticket_id and psa_connection_id to sessions.
+
+Revision ID: 059
+Revises: 058
+"""
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy.dialects import postgresql
+
+revision = "059"
+down_revision = "058"
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    op.add_column("sessions", sa.Column("psa_ticket_id", sa.String(100), nullable=True))
+    op.add_column(
+        "sessions",
+        sa.Column(
+            "psa_connection_id",
+            postgresql.UUID(as_uuid=True),
+            sa.ForeignKey("psa_connections.id", ondelete="SET NULL"),
+            nullable=True,
+        ),
+    )
+
+
+def downgrade() -> None:
+    op.drop_column("sessions", "psa_connection_id")
+    op.drop_column("sessions", "psa_ticket_id")

backend/alembic/versions/060_add_psa_post_log.py

@@ -0,0 +1,57 @@
+"""Add psa_post_log table for PSA note posting audit trail.
+
+Revision ID: 060
+Revises: 059
+"""
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy.dialects import postgresql
+
+revision = "060"
+down_revision = "059"
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    op.create_table(
+        "psa_post_log",
+        sa.Column("id", postgresql.UUID(as_uuid=True), primary_key=True),
+        sa.Column(
+            "session_id",
+            postgresql.UUID(as_uuid=True),
+            sa.ForeignKey("sessions.id", ondelete="CASCADE"),
+            nullable=False,
+            index=True,
+        ),
+        sa.Column(
+            "psa_connection_id",
+            postgresql.UUID(as_uuid=True),
+            sa.ForeignKey("psa_connections.id", ondelete="SET NULL"),
+            nullable=True,
+        ),
+        sa.Column("ticket_id", sa.String(100), nullable=False),
+        sa.Column("note_type", sa.String(50), nullable=False),
+        sa.Column("content_posted", sa.Text(), nullable=False),
+        sa.Column("external_note_id", sa.String(100), nullable=True),
+        sa.Column("status", sa.String(20), nullable=False),
+        sa.Column("error_message", sa.Text(), nullable=True),
+        sa.Column("status_changed_from", sa.String(100), nullable=True),
+        sa.Column("status_changed_to", sa.String(100), nullable=True),
+        sa.Column(
+            "posted_by",
+            postgresql.UUID(as_uuid=True),
+            sa.ForeignKey("users.id"),
+            nullable=False,
+        ),
+        sa.Column(
+            "posted_at",
+            sa.DateTime(timezone=True),
+            nullable=False,
+            server_default=sa.func.now(),
+        ),
+    )
+
+
+def downgrade() -> None:
+    op.drop_table("psa_post_log")

backend/alembic/versions/061_add_psa_member_mappings.py

@@ -0,0 +1,60 @@
+"""Add psa_member_mappings table for user-to-CW-member mapping.
+
+Revision ID: 061
+Revises: 060
+"""
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy.dialects import postgresql
+
+revision = "061"
+down_revision = "060"
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    op.create_table(
+        "psa_member_mappings",
+        sa.Column("id", postgresql.UUID(as_uuid=True), primary_key=True),
+        sa.Column(
+            "psa_connection_id",
+            postgresql.UUID(as_uuid=True),
+            sa.ForeignKey("psa_connections.id", ondelete="CASCADE"),
+            nullable=False,
+            index=True,
+        ),
+        sa.Column(
+            "user_id",
+            postgresql.UUID(as_uuid=True),
+            sa.ForeignKey("users.id", ondelete="CASCADE"),
+            nullable=False,
+        ),
+        sa.Column("external_member_id", sa.String(100), nullable=False),
+        sa.Column("external_member_name", sa.String(200), nullable=False),
+        sa.Column("matched_by", sa.String(50), nullable=False),
+        sa.Column(
+            "created_at",
+            sa.DateTime(timezone=True),
+            nullable=False,
+            server_default=sa.func.now(),
+        ),
+        sa.Column(
+            "updated_at",
+            sa.DateTime(timezone=True),
+            nullable=False,
+            server_default=sa.func.now(),
+        ),
+        sa.UniqueConstraint(
+            "psa_connection_id", "user_id",
+            name="uq_psa_member_mapping_connection_user",
+        ),
+        sa.UniqueConstraint(
+            "psa_connection_id", "external_member_id",
+            name="uq_psa_member_mapping_connection_member",
+        ),
+    )
+
+
+def downgrade() -> None:
+    op.drop_table("psa_member_mappings")