feat(ai-session): add Phase 2 PSA integration, escalation handoff, and session management
Phase 2 of the FlowPilot-First Pivot connecting AI sessions to ConnectWise PSA: Slice 1 — PSA Ticket Intake: - FlowPilotEngine accepts psa_ticket intake with graceful CW API fallback - Ticket picker on intake screen (refactored TicketPickerModal for dual-mode) - Ticket context card in session sidebar Slice 2 — Auto Documentation Push: - PSA documentation service with resolution/escalation note formatting - Time entry creation via new ConnectWise provider method - Automatic retry scheduler (APScheduler, 5min interval, 3 retries) - PSA push status indicators in frontend with manual retry button - Member mapping warning when CW member not mapped Slice 3 — Session Pause/Resume & Escalation Handoff: - Pause/resume endpoints for same-engineer session bookmarking - Escalation flow: requesting_escalation status, self-escalation blocked - Enhanced escalation package with LLM-generated hypotheses/suggestions - Pickup endpoint with continue/fresh resume modes and briefing step - Escalation queue (sidebar nav + dedicated page) - SessionBriefing component with continue/fresh choice UI - EscalateModal with PSA-aware button text Slice 4 — Mid-Session Ticket Linking: - Link ticket retroactively with context injection into system prompt - Link Ticket button in session sidebar Slice 5 — FlowPilot PSA Settings: - Settings tab on IntegrationsPage with 7 configurable options - Stored as flowpilot_settings JSONB on PsaConnection Database: 2 migrations (flowpilot_settings, psa_post_log changes, status constraint) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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@@ -42,6 +42,7 @@ class AISessionCreateResponse(BaseModel):
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matched_flow_name: str | None = None
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match_score: float | None = None
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first_step: AISessionStepResponse
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psa_context_status: str | None = None # loaded | unavailable | None (no PSA)
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# ── Step interaction ──
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@@ -131,6 +132,9 @@ class SessionCloseResponse(BaseModel):
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session_id: UUID
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status: str
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documentation: SessionDocumentation
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psa_push_status: str = "no_psa" # sent | pending_retry | no_psa | failed
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psa_push_error: str | None = None
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member_mapping_warning: str | None = None
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class RateSessionRequest(BaseModel):
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@@ -139,6 +143,18 @@ class RateSessionRequest(BaseModel):
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feedback: str | None = None
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class PickupSessionRequest(BaseModel):
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"""Pick up an escalated session as a new engineer."""
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resume_mode: str = Field("continue", pattern="^(continue|fresh)$")
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additional_context: str | None = None
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class LinkTicketRequest(BaseModel):
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"""Link a PSA ticket to an in-progress session."""
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psa_ticket_id: str
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psa_connection_id: UUID
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# ── List / Detail ──
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class AISessionSummary(BaseModel):
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@@ -151,6 +167,8 @@ class AISessionSummary(BaseModel):
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confidence_tier: str
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step_count: int
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session_rating: int | None = None
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psa_ticket_id: str | None = None
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escalation_reason: str | None = None
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created_at: datetime
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resolved_at: datetime | None = None
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@@ -166,6 +184,9 @@ class AISessionDetail(AISessionSummary):
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resolution_action: str | None = None
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escalation_reason: str | None = None
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session_feedback: str | None = None
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psa_ticket_id: str | None = None
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psa_connection_id: UUID | None = None
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ticket_data: dict[str, Any] | None = None
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steps: list[AISessionStepResponse] = []
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model_config = {"from_attributes": True}
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