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>
This commit is contained in:
2026-03-19 01:30:05 +00:00
parent 2063a799b0
commit bbe590bfec
37 changed files with 3698 additions and 121 deletions

View File

@@ -10,6 +10,7 @@ import type {
SessionDocumentation,
AISessionSummary,
AISessionDetail,
PickupSessionRequest,
} from '@/types/ai-session'
export const aiSessionsApi = {
@@ -62,6 +63,42 @@ export const aiSessionsApi = {
async rateSession(sessionId: string, data: { rating: number; feedback?: string }): Promise<void> {
await apiClient.post(`/ai-sessions/${sessionId}/rate`, data)
},
async retryPsaPush(sessionId: string): Promise<{ psa_push_status: string; psa_push_error: string | null }> {
const response = await apiClient.post<{ psa_push_status: string; psa_push_error: string | null }>(
`/ai-sessions/${sessionId}/retry-psa-push`
)
return response.data
},
async pauseSession(sessionId: string): Promise<void> {
await apiClient.post(`/ai-sessions/${sessionId}/pause`)
},
async resumeSession(sessionId: string): Promise<void> {
await apiClient.post(`/ai-sessions/${sessionId}/resume`)
},
async pickupSession(sessionId: string, data: PickupSessionRequest): Promise<StepResponseResponse> {
const response = await apiClient.post<StepResponseResponse>(
`/ai-sessions/${sessionId}/pickup`,
data
)
return response.data
},
async linkTicket(sessionId: string, data: { psa_ticket_id: string; psa_connection_id: string }): Promise<AISessionDetail> {
const response = await apiClient.post<AISessionDetail>(
`/ai-sessions/${sessionId}/link-ticket`,
data
)
return response.data
},
async getEscalationQueue(): Promise<AISessionSummary[]> {
const response = await apiClient.get<AISessionSummary[]>('/ai-sessions/escalation-queue')
return response.data
},
}
export default aiSessionsApi

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@@ -1,6 +1,6 @@
import { apiClient } from './client'
import type { PsaConnectionResponse, PsaConnectionCreate, PsaConnectionUpdate, PsaConnectionTestResponse } from '@/types'
import type { TicketLinkResponse, PSATicketSearchResult, PSATicketInfo, PSATicketStatusItem, PsaPreviewResponse, PsaPostResponse, PsaPostLogEntry, PsaMemberResponse, PsaMemberMappingResponse, AutoMatchResult } from '@/types/integrations'
import type { TicketLinkResponse, PSATicketSearchResult, PSATicketInfo, PSATicketStatusItem, PsaPreviewResponse, PsaPostResponse, PsaPostLogEntry, PsaMemberResponse, PsaMemberMappingResponse, AutoMatchResult, FlowpilotSettings } from '@/types/integrations'
export const integrationsApi = {
getConnection: () =>
@@ -27,6 +27,10 @@ export const integrationsApi = {
apiClient.post<PsaMemberMappingResponse[]>('/integrations/psa/member-mappings', mappings).then(r => r.data),
autoMatchMembers: () =>
apiClient.post<AutoMatchResult>('/integrations/psa/member-mappings/auto-match').then(r => r.data),
getFlowpilotSettings: (connectionId: string) =>
apiClient.get<FlowpilotSettings>(`/integrations/psa/connections/${connectionId}/flowpilot-settings`).then(r => r.data),
updateFlowpilotSettings: (connectionId: string, data: Partial<FlowpilotSettings>) =>
apiClient.put<FlowpilotSettings>(`/integrations/psa/connections/${connectionId}/flowpilot-settings`, data).then(r => r.data),
}
export const sessionPsaApi = {