chore: bump version and changelog (v0.1.0.0)

Add CW security roles reference docs and PSA ticket management plan.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

docs/connectwise/CW_Security_Roles/README.md

@@ -0,0 +1,63 @@
+# ConnectWise integration docs
+
+Reference material for ResolutionFlow's ConnectWise Manage integration.
+This folder pairs a **human-editable source** (the XLSX) with two
+**generated artifacts** (YAML + Markdown). Code reads the YAML; humans
+read the Markdown; edits happen in the XLSX.
+
+## Files
+
+| File | Role | Edit? |
+|------|------|-------|
+| `api-member-security-roles.md` | Human-readable reference — browse on GitHub, link in PRs, onboard new contributors. | Generated — do not edit |
+| `api-member-security-roles.yaml` | Machine-readable source of truth — imported by integration code, queried by Claude Code when writing permission checks. | Generated — do not edit |
+| `source/Security_Roles_Matrix_11132017.xlsx` | Canonical source. The matrix as published by ConnectWise (with any corrections we've applied). | Yes — this is the editing surface |
+| `source/generate_role_docs.py` | Regenerates the YAML and Markdown from the XLSX. Deterministic. | Only if the matrix schema itself changes |
+| `source/requirements.txt` | Python deps for the generator (`openpyxl`, `PyYAML`). | Only when bumping deps |
+
+## Regeneration workflow
+
+After editing the XLSX:
+
+```bash
+cd docs/integrations/connectwise/source
+pip install -r requirements.txt
+python generate_role_docs.py \
+    --source Security_Roles_Matrix_11132017.xlsx \
+    --out-yaml ../api-member-security-roles.yaml \
+    --out-md   ../api-member-security-roles.md
+```
+
+Commit all three files together (XLSX, YAML, MD). The diff on the YAML
+is what reviewers should scrutinize — it is the source of truth for code.
+
+## Querying the YAML from integration code
+
+The YAML groups permissions by module and action. Example — checking
+what `Inquire: ALL` means for Service Desk → Service Tickets:
+
+```python
+import yaml
+from pathlib import Path
+
+doc = yaml.safe_load(
+    Path("docs/integrations/connectwise/api-member-security-roles.yaml").read_text()
+)
+levels = doc["modules"]["Service Desk"]["actions"]["Service Tickets"]["inquire"]["levels"]
+print(levels["ALL"])
+```
+
+This is the pattern `ConnectWiseAuthManager` and the proxy authorization
+layer should use when the required permission level for a given API
+endpoint needs to be documented or validated against an assigned role.
+
+## Conventions
+
+- **Levels are ordered most-to-least privileged:** `ALL`, `MY`, `MINE`, `NONE`.
+- **Verbs are always in this order:** `add`, `edit`, `delete`, `inquire`.
+- **`Not applicable` notes** in a verb's cell mean the meaningful level
+  is documented under another verb (almost always `inquire`) — the
+  generator preserves these as `note:` fields rather than inventing
+  placeholder levels.
+- **The XLSX is the single source of input.** Never hand-edit the YAML
+  or Markdown; your changes will be overwritten on the next regeneration.