feat(pilot): Phase 4 — Resolve + Escalate PSA writebacks with status verification
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Wires the preview popover's Confirm & post action to ConnectWise (and,
via the provider pattern, any future PSA). Adds the parallel Escalate
flow with the handoff-oriented five-section markdown. Sessions without a
linked PSA ticket resolve/escalate locally — markdown stored, status
flipped, nothing posted externally.
Backend:
- EscalationPackageGeneratorService: Sonnet, five sections (Problem /
What we've confirmed / What we've tried / Current hypothesis /
Suggested next steps). Shares the preview_cache with a separate KIND
so Resolve and Escalate previews for the same state coexist.
- PSAWritebackService: post_resolution_note (RESOLUTION note type,
customer-visible), post_escalation_package (INTERNAL_ANALYSIS,
handoff for the next engineer only), transition_ticket_status with
mandatory re-fetch verification. PSAStatusVerificationError surfaces
loudly when CW silently rejects a status change — the
ConnectWise anti-pattern CLAUDE.md flags.
- Endpoints:
* POST /ai-sessions/{id}/escalation-package/preview
* POST /ai-sessions/{id}/resolution-note/post
* POST /ai-sessions/{id}/escalation-package/post
Outcomes: "resolved" / "escalated" with external_id + verified status,
"resolved_local" / "escalated_local" when no PSA linked.
- Target CW status IDs live in account_settings.preferences
(cw_resolved_status_id, cw_escalated_status_id). When unset, the post
proceeds without a status transition — response includes a
status_transition_skipped_reason rather than silently erroring.
- 7 tests: local-only path, PSA happy path with verified transition,
status verification failure → 502, skipped transition when
unconfigured, 409 on already-resolved re-post, escalate parallel path,
internal-analysis note type enforced.
Frontend:
- ResolutionNotePreview now kind-parameterized ('resolve' | 'escalate')
with inline edit + Confirm & post. Preview loads from the matching
backend endpoint; posting calls the matching endpoint; outcome toast
surfaces the verified CW status or the local-only result.
- AssistantChatPage: previewKind state replaces previewOpen; two toggle
buttons (Preview Resolve note / Escalate instead) in the lane's bottom
slot. handleConfirmPost dispatches by kind.
Verified 2026-04-22:
- Local-only Resolve + Escalate round-trip against the dev stack.
- Live Sonnet escalation-package preview; cache hit on repeat call
with no state change (separate cache kind from resolution-note).
- PSA post + status-verification paths covered by mocked-provider pytest
cases. Live CW round-trip pending a test CW instance.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
@@ -61,3 +61,35 @@ class ResolutionNotePreviewResponse(BaseModel):
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target_ticket_ref: str | None
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state_version: int
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from_cache: bool
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# ── Phase 4: Resolve + Escalate post ───────────────────────────────────────
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class ResolutionNotePostRequest(BaseModel):
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"""Engineer-edited resolution markdown. Server posts to PSA + marks resolved."""
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markdown: str = Field(..., min_length=1, max_length=20_000)
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# Optional override for resolution summary shown on the session listing;
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# defaults to the first line of the markdown if omitted.
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resolution_summary: str | None = Field(None, max_length=500)
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class EscalationPackagePostRequest(BaseModel):
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markdown: str = Field(..., min_length=1, max_length=20_000)
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# Free-text reason shown in session listings and escalation queue.
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escalation_reason: str | None = Field(None, max_length=500)
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class ResolutionPostResponse(BaseModel):
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"""Response shape for both Resolve/Escalate POST endpoints."""
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# "resolved" / "escalated" / "resolved_local" / "escalated_local"
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# The _local variants indicate the session has no linked PSA ticket —
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# markdown is stored, session state is updated, nothing was posted externally.
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outcome: str
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session_status: str
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external_id: str | None = None
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posted_at: datetime | None = None
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# Populated when a status transition was attempted and verified. None
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# when no target status is configured in account_settings.preferences.
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verified_status_id: int | None = None
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verified_status_name: str | None = None
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status_transition_skipped_reason: str | None = None
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