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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@@ -15,6 +15,7 @@ from app.services.psa.types import (
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PSACompany,
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PSAMember,
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PSAConfiguration,
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PSATimeEntry,
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)
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from .client import ConnectWiseClient
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@@ -514,6 +515,37 @@ class ConnectWiseProvider(PSAProvider):
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psa_cache.set(cache_key, ctx, ttl_seconds=300)
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return ctx
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async def create_time_entry(
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self,
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ticket_id: str,
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member_id: str,
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hours: float,
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notes: str | None = None,
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work_type: str | None = None,
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) -> PSATimeEntry:
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"""Create a time entry on a CW ticket via POST /time/entries."""
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payload: dict = {
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"chargeToId": int(ticket_id),
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"chargeToType": "ServiceTicket",
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"member": {"id": int(member_id)},
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"timeStart": datetime.now(timezone.utc).strftime("%Y-%m-%dT%H:%M:%SZ"),
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"actualHours": hours,
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}
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if notes:
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payload["notes"] = notes[:2000] # CW limit
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if work_type:
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payload["workType"] = {"name": work_type}
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data = await self._client.post("/time/entries", payload)
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return PSATimeEntry(
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id=str(data["id"]),
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ticket_id=ticket_id,
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member_id=member_id,
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hours=data.get("actualHours", hours),
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notes=data.get("notes"),
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created_at=data.get("timeStart"),
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)
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# ── Private helpers ───────────────────────────────────────────────
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@staticmethod
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