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

@@ -1,15 +1,111 @@
import { FileText, Clock, CheckCircle2, ArrowUpRight, Star } from 'lucide-react'
import { useState } from 'react'
import { FileText, Clock, CheckCircle2, ArrowUpRight, Star, AlertTriangle, Loader2, RefreshCw, Info } from 'lucide-react'
import { aiSessionsApi } from '@/api'
import { toast } from '@/lib/toast'
import type { SessionDocumentation } from '@/types/ai-session'
interface SessionDocViewProps {
documentation: SessionDocumentation
onRate?: (rating: number) => void
currentRating?: number | null
psaPushStatus?: string | null
psaPushError?: string | null
memberMappingWarning?: string | null
sessionId?: string
ticketId?: string | null
}
export function SessionDocView({ documentation, onRate, currentRating }: SessionDocViewProps) {
export function SessionDocView({
documentation,
onRate,
currentRating,
psaPushStatus,
psaPushError,
memberMappingWarning,
sessionId,
ticketId,
}: SessionDocViewProps) {
const [retrying, setRetrying] = useState(false)
const [currentPushStatus, setCurrentPushStatus] = useState(psaPushStatus)
const [currentPushError, setCurrentPushError] = useState(psaPushError)
const handleRetry = async () => {
if (!sessionId) return
setRetrying(true)
try {
const result = await aiSessionsApi.retryPsaPush(sessionId)
setCurrentPushStatus(result.psa_push_status)
setCurrentPushError(result.psa_push_error)
if (result.psa_push_status === 'sent') {
toast.success('Documentation pushed to ticket successfully')
}
} catch {
toast.error('Retry failed')
} finally {
setRetrying(false)
}
}
return (
<div className="space-y-5">
{/* PSA Push Status */}
{currentPushStatus && currentPushStatus !== 'no_psa' && (
<div
className={`rounded-xl border px-4 py-3 flex items-center gap-3 ${
currentPushStatus === 'sent'
? 'border-emerald-400/20 bg-emerald-400/5'
: currentPushStatus === 'pending_retry'
? 'border-amber-400/20 bg-amber-400/5'
: 'border-rose-500/20 bg-rose-500/5'
}`}
>
{currentPushStatus === 'sent' && (
<>
<CheckCircle2 size={16} className="text-emerald-400 shrink-0" />
<span className="text-sm text-emerald-400">
Documentation pushed to ticket {ticketId ? `#${ticketId}` : ''}
</span>
</>
)}
{currentPushStatus === 'pending_retry' && (
<>
<Loader2 size={16} className="text-amber-400 shrink-0 animate-spin" />
<span className="text-sm text-amber-400">
Documentation queued for push will sync shortly
</span>
</>
)}
{currentPushStatus === 'failed' && (
<>
<AlertTriangle size={16} className="text-rose-500 shrink-0" />
<div className="flex-1">
<span className="text-sm text-rose-500">
Failed to push to ticket{currentPushError ? `${currentPushError}` : ''}
</span>
</div>
<button
onClick={handleRetry}
disabled={retrying}
className="flex items-center gap-1.5 rounded-lg bg-rose-500/10 px-3 py-1.5 text-xs font-medium text-rose-500 hover:bg-rose-500/20 transition-colors disabled:opacity-50"
>
{retrying ? <Loader2 size={12} className="animate-spin" /> : <RefreshCw size={12} />}
Retry
</button>
</>
)}
</div>
)}
{/* Member mapping warning */}
{memberMappingWarning && (
<div className="rounded-xl border border-blue-400/20 bg-blue-400/5 px-4 py-3 flex items-start gap-3">
<Info size={16} className="text-blue-400 shrink-0 mt-0.5" />
<span className="text-sm text-blue-400">
Time entry was not created {memberMappingWarning} Session timing is included in the ticket note.
</span>
</div>
)}
{/* Header */}
<div className="glass-card-static p-5">
<div className="flex items-start gap-3">