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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@@ -10,6 +10,7 @@ import type {
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SessionDocumentation,
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AISessionSummary,
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AISessionDetail,
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PickupSessionRequest,
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} from '@/types/ai-session'
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export const aiSessionsApi = {
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@@ -62,6 +63,42 @@ export const aiSessionsApi = {
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async rateSession(sessionId: string, data: { rating: number; feedback?: string }): Promise<void> {
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await apiClient.post(`/ai-sessions/${sessionId}/rate`, data)
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},
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async retryPsaPush(sessionId: string): Promise<{ psa_push_status: string; psa_push_error: string | null }> {
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const response = await apiClient.post<{ psa_push_status: string; psa_push_error: string | null }>(
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`/ai-sessions/${sessionId}/retry-psa-push`
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)
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return response.data
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},
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async pauseSession(sessionId: string): Promise<void> {
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await apiClient.post(`/ai-sessions/${sessionId}/pause`)
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},
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async resumeSession(sessionId: string): Promise<void> {
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await apiClient.post(`/ai-sessions/${sessionId}/resume`)
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},
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async pickupSession(sessionId: string, data: PickupSessionRequest): Promise<StepResponseResponse> {
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const response = await apiClient.post<StepResponseResponse>(
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`/ai-sessions/${sessionId}/pickup`,
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data
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)
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return response.data
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},
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async linkTicket(sessionId: string, data: { psa_ticket_id: string; psa_connection_id: string }): Promise<AISessionDetail> {
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const response = await apiClient.post<AISessionDetail>(
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`/ai-sessions/${sessionId}/link-ticket`,
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data
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)
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return response.data
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},
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async getEscalationQueue(): Promise<AISessionSummary[]> {
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const response = await apiClient.get<AISessionSummary[]>('/ai-sessions/escalation-queue')
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return response.data
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},
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}
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export default aiSessionsApi
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@@ -1,6 +1,6 @@
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import { apiClient } from './client'
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import type { PsaConnectionResponse, PsaConnectionCreate, PsaConnectionUpdate, PsaConnectionTestResponse } from '@/types'
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import type { TicketLinkResponse, PSATicketSearchResult, PSATicketInfo, PSATicketStatusItem, PsaPreviewResponse, PsaPostResponse, PsaPostLogEntry, PsaMemberResponse, PsaMemberMappingResponse, AutoMatchResult } from '@/types/integrations'
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import type { TicketLinkResponse, PSATicketSearchResult, PSATicketInfo, PSATicketStatusItem, PsaPreviewResponse, PsaPostResponse, PsaPostLogEntry, PsaMemberResponse, PsaMemberMappingResponse, AutoMatchResult, FlowpilotSettings } from '@/types/integrations'
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export const integrationsApi = {
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getConnection: () =>
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@@ -27,6 +27,10 @@ export const integrationsApi = {
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apiClient.post<PsaMemberMappingResponse[]>('/integrations/psa/member-mappings', mappings).then(r => r.data),
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autoMatchMembers: () =>
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apiClient.post<AutoMatchResult>('/integrations/psa/member-mappings/auto-match').then(r => r.data),
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getFlowpilotSettings: (connectionId: string) =>
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apiClient.get<FlowpilotSettings>(`/integrations/psa/connections/${connectionId}/flowpilot-settings`).then(r => r.data),
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updateFlowpilotSettings: (connectionId: string, data: Partial<FlowpilotSettings>) =>
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apiClient.put<FlowpilotSettings>(`/integrations/psa/connections/${connectionId}/flowpilot-settings`, data).then(r => r.data),
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}
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export const sessionPsaApi = {
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