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:
@@ -3,7 +3,7 @@ import { useLocation } from 'react-router-dom'
|
||||
import {
|
||||
LayoutGrid, Network, Wrench, Clock, FileOutput, BarChart3,
|
||||
Settings, PanelLeftClose, PanelLeftOpen, MessageSquareText,
|
||||
BookOpen, Lightbulb, Code2, Library, Brain, WandSparkles, Sparkles,
|
||||
BookOpen, Lightbulb, Code2, Library, Brain, WandSparkles, Sparkles, AlertTriangle,
|
||||
} from 'lucide-react'
|
||||
import { cn } from '@/lib/utils'
|
||||
import { useUserPreferencesStore } from '@/store/userPreferencesStore'
|
||||
@@ -86,6 +86,7 @@ export function Sidebar() {
|
||||
<NavItem href="/pilot" icon={Sparkles} label="New Session" iconColor={NAV_COLORS.dashboard} collapsed />
|
||||
<NavItem href="/" icon={LayoutGrid} label="Dashboard" iconColor={NAV_COLORS.dashboard} collapsed />
|
||||
<NavItem href="/sessions" icon={Clock} label="Sessions" badge={stats?.active_count || undefined} iconColor={NAV_COLORS.sessions} collapsed />
|
||||
<NavItem href="/escalations" icon={AlertTriangle} label="Escalations" iconColor="text-amber-400" collapsed />
|
||||
<NavItem href="/trees" icon={Network} label="All Flows" matchPaths={['/trees', '/flows']} iconColor={NAV_COLORS.flows} collapsed />
|
||||
<NavItem href="/assistant" icon={Brain} label="FlowPilot" iconColor={NAV_COLORS.flowPilot} collapsed />
|
||||
<NavItem href="/scripts" icon={Code2} label="Script Library" iconColor={NAV_COLORS.scripts} collapsed />
|
||||
@@ -135,6 +136,7 @@ export function Sidebar() {
|
||||
Resolve
|
||||
</div>
|
||||
<NavItem href="/sessions" icon={Clock} label="Sessions" badge={stats?.active_count || undefined} iconColor={NAV_COLORS.sessions} />
|
||||
<NavItem href="/escalations" icon={AlertTriangle} label="Escalations" iconColor="text-amber-400" />
|
||||
<NavItem
|
||||
href="/trees"
|
||||
icon={Network}
|
||||
|
||||
Reference in New Issue
Block a user