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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52
backend/app/services/psa_retry_scheduler.py
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52
backend/app/services/psa_retry_scheduler.py
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"""Background scheduler for retrying failed PSA documentation pushes.
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Runs every 5 minutes via APScheduler, picks up PsaPostLog entries
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with status='pending_retry' and next_retry_at <= now.
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"""
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import logging
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from datetime import datetime, timezone
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from sqlalchemy import select
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from sqlalchemy.ext.asyncio import AsyncSession
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from app.core.database import async_session_maker
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from app.models.psa_post_log import PsaPostLog
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from app.services.psa_documentation_service import retry_failed_push
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logger = logging.getLogger(__name__)
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async def process_pending_retries() -> None:
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"""Process all pending PSA push retries that are due."""
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async with async_session_maker() as db:
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try:
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result = await db.execute(
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select(PsaPostLog)
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.where(
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PsaPostLog.status == "pending_retry",
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PsaPostLog.next_retry_at <= datetime.now(timezone.utc),
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PsaPostLog.retry_count < 3,
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)
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.limit(20) # Process in batches
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)
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entries = result.scalars().all()
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if not entries:
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return
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logger.info("Processing %d pending PSA push retries", len(entries))
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for entry in entries:
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success = await retry_failed_push(entry, db)
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if success:
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logger.info("PSA retry succeeded for log %s", entry.id)
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else:
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logger.warning(
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"PSA retry %d/%d failed for log %s",
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entry.retry_count, 3, entry.id,
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)
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await db.commit()
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except Exception as e:
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logger.error("PSA retry scheduler error: %s", e)
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await db.rollback()
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