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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@@ -17,6 +17,7 @@ export interface AISessionCreateResponse {
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matched_flow_name: string | null
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match_score: number | null
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first_step: AISessionStepResponse
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psa_context_status: string | null // "loaded" | "unavailable" | null
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}
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// ── Step interaction ──
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@@ -95,6 +96,9 @@ export interface SessionCloseResponse {
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session_id: string
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status: string
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documentation: SessionDocumentation
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psa_push_status: string // "sent" | "pending_retry" | "no_psa" | "failed"
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psa_push_error: string | null
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member_mapping_warning: string | null
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}
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export interface RateSessionRequest {
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@@ -113,10 +117,17 @@ export interface AISessionSummary {
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confidence_tier: string
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step_count: number
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session_rating: number | null
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psa_ticket_id: string | null
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escalation_reason: string | null
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created_at: string
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resolved_at: string | null
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}
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export interface PickupSessionRequest {
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resume_mode: 'continue' | 'fresh'
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additional_context?: string
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}
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export interface AISessionDetail extends AISessionSummary {
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intake_content: Record<string, unknown>
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matched_flow_id: string | null
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@@ -125,5 +136,8 @@ export interface AISessionDetail extends AISessionSummary {
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resolution_action: string | null
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escalation_reason: string | null
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session_feedback: string | null
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psa_ticket_id: string | null
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psa_connection_id: string | null
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ticket_data: Record<string, unknown> | null
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steps: AISessionStepResponse[]
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}
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@@ -121,3 +121,13 @@ export interface AutoMatchResult {
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matched: PsaMemberMappingResponse[]
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unmatched_users: number
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}
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export interface FlowpilotSettings {
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auto_push: boolean
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auto_time_entry: boolean
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time_rounding: string // "15min" | "30min" | "exact" | "none"
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note_visibility: string // "internal" | "both"
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include_diagnostic_steps: boolean
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prompt_status_on_resolution: boolean
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prompt_status_on_escalation: boolean
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}
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