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feat(knowledge-flywheel): add Phase 3 Knowledge Flywheel — AI analysis, review queue, analytics

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Phase 3 implementation:
- AI session analysis service that generates flow proposals from resolved sessions
- APScheduler job for batch processing pending analyses (max_instances=1)
- Knowledge gap detection (weak options, high escalation signals)
- Flow proposals CRUD with team admin review workflow (approve/edit/dismiss/reject)
- FlowPilot analytics dashboard with confidence tiers, PSA metrics, knowledge gaps
- In-session script generator component
- Review queue page with filtering and proposal detail panel

Bug fixes from review (12 total):
- Fix "Edit & Publish" navigating to non-existent /editor/new route
- Hide Approve button for enhancement proposals (require Edit & Publish)
- Add max_instances=1 to scheduler to prevent TOCTOU race
- Fix eventual_success case() double-counting failed retries
- Add tree_structure validation before creating tree from proposal
- Simplify script generator rendering condition
- Add severity style fallback, toFixed on rates, Link instead of <a href>
- Add toast.warning on dismiss failure, fix dedup for domain-less sessions
- Cast Decimal to int in knowledge gap evidence dicts

Also updates CLAUDE.md with lessons 67-71 and Phase 3 project structure.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
chihlasm
2026-03-19 05:12:10 +00:00
parent ce118b51d8
commit 9bad49d568
42 changed files with 5427 additions and 13 deletions
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23
CLAUDE.md
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@@ -62,9 +62,11 @@ When adding new pages/components: use "ResolutionFlow" branding, ice-cyan gradie
### What's In Progress
- ConnectWise PSA Integration (ticket linking, note posting, member mapping, status updates)
- Knowledge Flywheel (Phase 3): AI analysis of FlowPilot sessions → flow proposals, review queue, analytics dashboard
### Recently Completed
- FlowPilot Phase 2: PSA integration, escalation handoff, session pause/resume, mid-session ticket linking
- Step Library Foundation
- AI chat session conclusion: outcome tracking, AI-generated ticket summaries, resume flow
- Survey completion: email-to-self, thank-you page, admin read/unread/archive/delete management
@@ -107,12 +109,17 @@ patherly/
│ ├── app/
│ │ ├── main.py # FastAPI entry point
│ │ ├── api/endpoints/ # Route handlers (auth, trees, sessions, admin, steps, survey, copilot, assistant_chat, psa_connections)
│ │ ├── api/deps.py # Auth dependencies
│ │ │ ├── flow_proposals.py # Knowledge Flywheel review queue CRUD
│ │ │ └── flowpilot_analytics.py # FlowPilot dashboard metrics
│ │ ├── api/deps.py # Auth dependencies (includes require_team_admin)
│ │ ├── api/router.py # Route registration
│ │ ├── core/ # config, database, permissions, security, audit, rate_limit
│ │ ├── models/ # SQLAlchemy models
│ │ ├── models/ # SQLAlchemy models (includes FlowProposal)
│ │ ├── schemas/ # Pydantic schemas
│ │ └── services/psa/ # PSA provider abstraction (base, connectwise/, cache, encryption, registry, types)
│ │ ├── services/psa/ # PSA provider abstraction (base, connectwise/, cache, encryption, registry, types)
│ │ ├── services/knowledge_flywheel.py # AI session analysis → flow proposals
│ │ ├── services/knowledge_flywheel_scheduler.py # APScheduler job for batch analysis
│ │ └── services/knowledge_gap_service.py # Weak options & escalation signal detection
│ ├── alembic/ # Database migrations (001-029+)
│ ├── scripts/ # seed_data.py, seed_trees.py
│ └── tests/ # pytest integration tests
@@ -313,6 +320,16 @@ gh run view <id> --json jobs --jq '.jobs[] | {name: .name, conclusion: .conclusi
**66. Dev environment runs on devserver01 (192.168.0.9), not localhost:** Code-server runs in Docker on a LAN server. Frontend/backend are accessed via `192.168.0.9`, not `localhost`. CORS must include `http://192.168.0.9:5173` in `CORS_ORIGINS` and `FRONTEND_URL`. Frontend `.env` must set `VITE_API_URL=http://192.168.0.9:8000`. See [DEV-ENV.md](DEV-ENV.md) for full setup, Docker config, networking, and known issues.
**67. Tree editor route is `/trees/new`:** NOT `/editor/new`. Check `router.tsx` line 156 for the canonical path. Use `getTreeEditorPath()` from `@/lib/routing` when navigating programmatically.
**68. APScheduler jobs need `max_instances=1`:** Without it, overlapping scheduler runs can process the same records twice (TOCTOU race). Always set `max_instances=1` on interval jobs in `main.py`.
**69. PostgreSQL `func.sum(case(...))` returns `Decimal` via asyncpg:** Cast to `int()` before storing in Pydantic `dict[str, Any]` fields, or JSON serialization may produce unexpected types.
**70. Toast library uses `toast.warning()` not `toast.warn()`:** Import from `@/lib/toast`. Methods: `success`, `error`, `warning`, `info`. See `frontend/src/lib/toast.ts`.
**71. Enhancement/branch_addition proposals cannot be directly approved:** Backend returns 400 — they require `modified_flow_data` via "Edit & Publish" flow. Only `new_flow` proposals support direct approve.
---
## RBAC & Permissions