feat(l1): create l1_walk_sessions table with target-consistency check + RLS

Per-session state for L1 walking a ticket. Supports flow/proposal/adhoc
session kinds; check constraint enforces target-consistency (flow_id set
iff kind=flow; flow_proposal_id set iff kind=proposal; both null iff
kind=adhoc). walked_path + walk_notes JSONB columns track step-by-step
progress; resolved/escalated/abandoned terminal statuses captured.
Account-scoped RLS matches the internal_tickets precedent (FORCE RLS +
tenant_isolation policy with COALESCE/NULLIF guard).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
This commit is contained in:
2026-05-28 12:35:24 -04:00
parent 394f729595
commit 960ea71a20
3 changed files with 239 additions and 0 deletions

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@@ -0,0 +1,97 @@
"""create_l1_walk_sessions
Revision ID: b3358ba0e48c
Revises: a1e6a018af02
Create Date: 2026-05-28 16:33:52.120027
"""
from typing import Sequence, Union
from alembic import op
import sqlalchemy as sa
from sqlalchemy.dialects import postgresql
# revision identifiers, used by Alembic.
revision: str = 'b3358ba0e48c'
down_revision: Union[str, None] = 'a1e6a018af02'
branch_labels: Union[str, Sequence[str], None] = None
depends_on: Union[str, Sequence[str], None] = None
_NULL_UUID = "00000000-0000-0000-0000-000000000000"
_CURRENT_ACCOUNT = (
f"COALESCE(NULLIF(current_setting('app.current_account_id', TRUE), ''), "
f"'{_NULL_UUID}')::uuid"
)
def upgrade() -> None:
op.create_table(
'l1_walk_sessions',
sa.Column('id', postgresql.UUID(as_uuid=True), nullable=False),
sa.Column('account_id', postgresql.UUID(as_uuid=True), nullable=False),
sa.Column('created_by_user_id', postgresql.UUID(as_uuid=True), nullable=False),
sa.Column('acting_as', sa.String(30), nullable=True),
sa.Column('ticket_id', sa.String(64), nullable=False),
sa.Column('ticket_kind', sa.String(10), nullable=False),
sa.Column('session_kind', sa.String(20), nullable=False),
sa.Column('flow_id', postgresql.UUID(as_uuid=True), nullable=True),
sa.Column('flow_proposal_id', postgresql.UUID(as_uuid=True), nullable=True),
sa.Column('current_node_id', sa.String(100), nullable=True),
sa.Column('walked_path', postgresql.JSONB(), nullable=False, server_default=sa.text("'[]'::jsonb")),
sa.Column('walk_notes', postgresql.JSONB(), nullable=False, server_default=sa.text("'[]'::jsonb")),
sa.Column('status', sa.String(20), nullable=False, server_default='active'),
sa.Column('resolution_notes', sa.Text(), nullable=True),
sa.Column('helpful', sa.Boolean(), nullable=True),
sa.Column('escalation_reason', sa.Text(), nullable=True),
sa.Column('escalation_reason_category', sa.String(30), nullable=True),
sa.Column('started_at', sa.DateTime(timezone=True), nullable=False, server_default=sa.text('now()')),
sa.Column('last_step_at', sa.DateTime(timezone=True), nullable=False, server_default=sa.text('now()')),
sa.Column('resolved_at', sa.DateTime(timezone=True), nullable=True),
sa.PrimaryKeyConstraint('id'),
sa.ForeignKeyConstraint(['account_id'], ['accounts.id'], ondelete='CASCADE'),
sa.ForeignKeyConstraint(['created_by_user_id'], ['users.id'], ondelete='RESTRICT'),
sa.ForeignKeyConstraint(['flow_id'], ['trees.id'], ondelete='SET NULL'),
sa.ForeignKeyConstraint(['flow_proposal_id'], ['flow_proposals.id'], ondelete='SET NULL'),
sa.CheckConstraint(
"ticket_kind IN ('psa', 'internal')",
name='ck_l1_walk_sessions_ticket_kind',
),
sa.CheckConstraint(
"session_kind IN ('flow', 'proposal', 'adhoc')",
name='ck_l1_walk_sessions_session_kind',
),
sa.CheckConstraint(
"status IN ('active', 'resolved', 'escalated', 'abandoned')",
name='ck_l1_walk_sessions_status',
),
sa.CheckConstraint(
"(session_kind = 'flow' AND flow_id IS NOT NULL AND flow_proposal_id IS NULL) "
"OR (session_kind = 'proposal' AND flow_proposal_id IS NOT NULL AND flow_id IS NULL) "
"OR (session_kind = 'adhoc' AND flow_id IS NULL AND flow_proposal_id IS NULL)",
name='ck_l1_walk_sessions_target_consistency',
),
)
op.create_index('ix_l1_walk_sessions_account_id', 'l1_walk_sessions', ['account_id'])
op.create_index('ix_l1_walk_sessions_created_by_user_id', 'l1_walk_sessions', ['created_by_user_id'])
op.create_index('ix_l1_walk_sessions_status', 'l1_walk_sessions', ['status'])
op.create_index('ix_l1_walk_sessions_last_step_at', 'l1_walk_sessions', ['last_step_at'])
op.execute("ALTER TABLE l1_walk_sessions ENABLE ROW LEVEL SECURITY")
op.execute("ALTER TABLE l1_walk_sessions FORCE ROW LEVEL SECURITY")
op.execute(f"""
CREATE POLICY tenant_isolation ON l1_walk_sessions
USING (account_id = {_CURRENT_ACCOUNT})
WITH CHECK (account_id = {_CURRENT_ACCOUNT})
""")
def downgrade() -> None:
op.execute("DROP POLICY IF EXISTS tenant_isolation ON l1_walk_sessions")
op.execute("ALTER TABLE l1_walk_sessions DISABLE ROW LEVEL SECURITY")
op.execute("ALTER TABLE l1_walk_sessions NO FORCE ROW LEVEL SECURITY")
op.drop_index('ix_l1_walk_sessions_last_step_at', 'l1_walk_sessions')
op.drop_index('ix_l1_walk_sessions_status', 'l1_walk_sessions')
op.drop_index('ix_l1_walk_sessions_created_by_user_id', 'l1_walk_sessions')
op.drop_index('ix_l1_walk_sessions_account_id', 'l1_walk_sessions')
op.drop_table('l1_walk_sessions')

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@@ -67,6 +67,7 @@ from .plan_billing import PlanBilling # noqa: F401
from .sales_lead import SalesLead # noqa: F401
from .stripe_event import StripeEvent # noqa: F401
from .internal_ticket import InternalTicket # noqa: F401
from .l1_walk_session import L1WalkSession # noqa: F401
__all__ = [
"User",
@@ -148,4 +149,5 @@ __all__ = [
"SalesLead",
"StripeEvent",
"InternalTicket",
"L1WalkSession",
]

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@@ -0,0 +1,140 @@
"""L1 walk session model.
Per-session state for an L1 technician walking a ticket through a flow,
flow proposal, or ad-hoc investigation. Tracks the walked path, notes
captured at each step, and terminal resolution / escalation metadata.
"""
import uuid
from datetime import datetime, timezone
from typing import Any, Optional, TYPE_CHECKING
import sqlalchemy as sa
from sqlalchemy import String, Text, DateTime, Boolean, ForeignKey, CheckConstraint
from sqlalchemy import text as sa_text
from sqlalchemy.orm import Mapped, mapped_column, relationship
from sqlalchemy.dialects.postgresql import UUID, JSONB
from app.core.database import Base
if TYPE_CHECKING:
from app.models.account import Account
from app.models.user import User
from app.models.tree import Tree
from app.models.flow_proposal import FlowProposal
class L1WalkSession(Base):
"""A single L1 technician session walking a ticket.
session_kind values:
- flow: Walking a published flow (flow_id required, flow_proposal_id null).
- proposal: Walking a draft flow proposal (flow_proposal_id required, flow_id null).
- adhoc: Free-form investigation (both flow_id and flow_proposal_id null).
status lifecycle:
- active: Session is in progress.
- resolved: Issue resolved; resolution_notes captured.
- escalated: Could not resolve; escalation_reason captured.
- abandoned: Session exited without resolution or explicit escalation.
"""
__tablename__ = "l1_walk_sessions"
__table_args__ = (
CheckConstraint(
"ticket_kind IN ('psa', 'internal')",
name="ck_l1_walk_sessions_ticket_kind",
),
CheckConstraint(
"session_kind IN ('flow', 'proposal', 'adhoc')",
name="ck_l1_walk_sessions_session_kind",
),
CheckConstraint(
"status IN ('active', 'resolved', 'escalated', 'abandoned')",
name="ck_l1_walk_sessions_status",
),
CheckConstraint(
"(session_kind = 'flow' AND flow_id IS NOT NULL AND flow_proposal_id IS NULL) "
"OR (session_kind = 'proposal' AND flow_proposal_id IS NOT NULL AND flow_id IS NULL) "
"OR (session_kind = 'adhoc' AND flow_id IS NULL AND flow_proposal_id IS NULL)",
name="ck_l1_walk_sessions_target_consistency",
),
)
id: Mapped[uuid.UUID] = mapped_column(
UUID(as_uuid=True), primary_key=True, default=uuid.uuid4
)
account_id: Mapped[uuid.UUID] = mapped_column(
UUID(as_uuid=True),
ForeignKey("accounts.id", ondelete="CASCADE"),
nullable=False,
index=True,
)
created_by_user_id: Mapped[uuid.UUID] = mapped_column(
UUID(as_uuid=True),
ForeignKey("users.id", ondelete="RESTRICT"),
nullable=False,
index=True,
)
# ── Actor context ──
acting_as: Mapped[Optional[str]] = mapped_column(String(30), nullable=True)
# ── Ticket reference ──
ticket_id: Mapped[str] = mapped_column(String(64), nullable=False)
ticket_kind: Mapped[str] = mapped_column(String(10), nullable=False)
# ── Session kind + target ──
session_kind: Mapped[str] = mapped_column(String(20), nullable=False)
flow_id: Mapped[Optional[uuid.UUID]] = mapped_column(
UUID(as_uuid=True),
ForeignKey("trees.id", ondelete="SET NULL"),
nullable=True,
)
flow_proposal_id: Mapped[Optional[uuid.UUID]] = mapped_column(
UUID(as_uuid=True),
ForeignKey("flow_proposals.id", ondelete="SET NULL"),
nullable=True,
)
# ── Navigation state ──
current_node_id: Mapped[Optional[str]] = mapped_column(String(100), nullable=True)
walked_path: Mapped[list[dict[str, Any]]] = mapped_column(
JSONB(), nullable=False, server_default=sa_text("'[]'::jsonb"),
)
walk_notes: Mapped[list[dict[str, Any]]] = mapped_column(
JSONB(), nullable=False, server_default=sa_text("'[]'::jsonb"),
)
# ── Lifecycle ──
status: Mapped[str] = mapped_column(
String(20), nullable=False, server_default=sa_text("'active'"), index=True,
)
# ── Resolution ──
resolution_notes: Mapped[Optional[str]] = mapped_column(Text(), nullable=True)
helpful: Mapped[Optional[bool]] = mapped_column(Boolean(), nullable=True)
# ── Escalation ──
escalation_reason: Mapped[Optional[str]] = mapped_column(Text(), nullable=True)
escalation_reason_category: Mapped[Optional[str]] = mapped_column(
String(30), nullable=True,
)
# ── Timestamps ──
started_at: Mapped[datetime] = mapped_column(
DateTime(timezone=True), default=lambda: datetime.now(timezone.utc)
)
last_step_at: Mapped[datetime] = mapped_column(
DateTime(timezone=True),
default=lambda: datetime.now(timezone.utc),
onupdate=lambda: datetime.now(timezone.utc),
)
resolved_at: Mapped[Optional[datetime]] = mapped_column(
DateTime(timezone=True), nullable=True,
)
# ── Relationships ──
account: Mapped["Account"] = relationship("Account")
created_by: Mapped["User"] = relationship("User", foreign_keys=[created_by_user_id])
flow: Mapped[Optional["Tree"]] = relationship("Tree")
flow_proposal: Mapped[Optional["FlowProposal"]] = relationship("FlowProposal")