feat(psa): implement list/add/remove resources, create_ticket, paginated search in CW provider

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

backend/app/services/psa/connectwise/provider.py

@@ -17,6 +17,10 @@ from app.services.psa.types import (
     PSAConfiguration,
     PSATimeEntry,
     PSABoard,
+    PaginatedTicketResult,
+    PSAResource,
+    PSACreatedTicket,
+    TicketCreatePayload,
 )
 from .client import ConnectWiseClient
 
@@ -55,20 +59,19 @@ class ConnectWiseProvider(PSAProvider):
         )
         return self._map_ticket(data)
 
-    async def search_tickets(self, query: str, **filters) -> list[PSATicket]:
+    async def search_tickets(self, query: str, **filters) -> PaginatedTicketResult:
-        """Search CW tickets by summary. Supports board_id, status_id, member_id,
+        """Search CW tickets by summary. Supports board_id, status_id, member_identifier,
-        unassigned, board_ids, page, and page_size filters."""
+        unassigned, board_ids, page, and page_size filters. Returns paginated result."""
         page_size = filters.get("page_size", 10)
         page = filters.get("page", 1)
 
         params: dict = {
             "fields": "id,summary,company,board,status,priority,closedFlag",
-            "orderBy": "id desc",
+            "orderBy": "priority/sort asc,dateEntered desc",
             "pageSize": page_size,
             "page": page,
         }
 
-        # Build CW condition query
         conditions: list[str] = []
         if query:
             conditions.append(f"summary contains '{query}'")
@@ -87,15 +90,24 @@ class ConnectWiseProvider(PSAProvider):
             board_list = ", ".join(str(bid) for bid in board_ids)
             conditions.append(f"board/id in ({board_list})")
 
-        if conditions:
+        condition_str = " and ".join(conditions) if conditions else ""
-            params["conditions"] = " and ".join(conditions)
+        if condition_str:
+            params["conditions"] = condition_str
 
-        data = await self.client.get("/service/tickets", params=params)
+        count_params: dict = {}
+        if condition_str:
+            count_params["conditions"] = condition_str
 
-        return [
+        # Fire page fetch + count in parallel
-            self._map_ticket(t)
+        data, count_data = await asyncio.gather(
-            for t in (data if isinstance(data, list) else [])
+            self.client.get("/service/tickets", params=params),
-        ]
+            self.client.get("/service/tickets/count", params=count_params),
+        )
+
+        items = [self._map_ticket(t) for t in (data if isinstance(data, list) else [])]
+        total = count_data.get("count", len(items)) if isinstance(count_data, dict) else len(items)
+
+        return PaginatedTicketResult(items=items, total=total, page=page, page_size=page_size)
 
     async def get_ticket_configurations(
         self, ticket_id: str
@@ -591,16 +603,112 @@ class ConnectWiseProvider(PSAProvider):
     @staticmethod
     def _map_ticket(data: dict) -> PSATicket:
         """Map a CW ticket JSON dict to a PSATicket."""
+        company = data.get("company") or {}
+        board = data.get("board") or {}
+        status = data.get("status") or {}
+        priority = data.get("priority") or {}
         return PSATicket(
-            id=str(data["id"]),
+            id=str(data.get("id", "")),
             summary=data.get("summary", ""),
-            company_name=data.get("company", {}).get("name"),
+            company_name=company.get("name"),
-            company_id=str(data["company"]["id"]) if data.get("company") else None,
+            company_id=str(company.get("id")) if company.get("id") else None,
-            board_name=data.get("board", {}).get("name"),
+            board_name=board.get("name"),
-            board_id=data.get("board", {}).get("id"),
+            board_id=board.get("id"),
-            status_name=data.get("status", {}).get("name"),
+            status_name=status.get("name"),
-            status_id=data.get("status", {}).get("id"),
+            status_id=status.get("id"),
-            priority_name=data.get("priority", {}).get("name"),
+            priority_name=priority.get("name"),
-            priority_id=data.get("priority", {}).get("id"),
+            priority_id=priority.get("id"),
             closed=data.get("closedFlag", False),
         )
+
+    # ── Resource management ───────────────────────────────────────────
+
+    async def list_resources(self, ticket_id: int) -> list[PSAResource]:
+        """List members assigned to a CW ticket."""
+        data = await self.client.get(f"/service/tickets/{ticket_id}/members")
+        results = []
+        for m in (data if isinstance(data, list) else []):
+            member = m.get("member") or {}
+            results.append(PSAResource(
+                member_id=member.get("id", 0),
+                member_name=member.get("name", ""),
+                member_identifier=member.get("identifier", ""),
+            ))
+        return results
+
+    async def add_resource(self, ticket_id: int, member_id: int) -> PSAResource:
+        """Assign a member to a CW ticket."""
+        data = await self.client.post(
+            f"/service/tickets/{ticket_id}/members",
+            json_body={"member": {"id": member_id}},
+        )
+        member = (data.get("member") or {}) if isinstance(data, dict) else {}
+        return PSAResource(
+            member_id=member.get("id", member_id),
+            member_name=member.get("name", ""),
+            member_identifier=member.get("identifier", ""),
+        )
+
+    async def remove_resource(self, ticket_id: int, member_id: int) -> None:
+        """Remove a member from a CW ticket (idempotent)."""
+        # CW DELETE requires the member record id (junction record), not the member's id
+        members_data = await self.client.get(f"/service/tickets/{ticket_id}/members")
+        record_id = None
+        for m in (members_data if isinstance(members_data, list) else []):
+            if (m.get("member") or {}).get("id") == member_id:
+                record_id = m.get("id")
+                break
+        if record_id is None:
+            return  # Already not assigned — idempotent
+        await self.client.delete(f"/service/tickets/{ticket_id}/members/{record_id}")
+
+    # ── Ticket creation ───────────────────────────────────────────────
+
+    async def create_ticket(self, payload: TicketCreatePayload) -> PSACreatedTicket:
+        """Create a new CW service ticket."""
+        body: dict = {
+            "summary": payload.summary,
+            "board": {"id": payload.board_id},
+            "company": {"id": payload.company_id},
+            "status": {"id": payload.status_id},
+            "priority": {"id": payload.priority_id},
+        }
+        if payload.description:
+            body["initialDescription"] = payload.description
+        if payload.assigned_member_id:
+            body["owner"] = {"id": payload.assigned_member_id}
+
+        data = await self.client.post("/service/tickets", json_body=body)
+
+        ticket_id = data.get("id") if isinstance(data, dict) else None
+        resources: list[PSAResource] = []
+        if ticket_id and payload.assigned_member_id:
+            try:
+                resources = await self.list_resources(ticket_id)
+            except Exception:
+                pass
+
+        company = (data.get("company") or {}) if isinstance(data, dict) else {}
+        board = (data.get("board") or {}) if isinstance(data, dict) else {}
+        status = (data.get("status") or {}) if isinstance(data, dict) else {}
+        priority = (data.get("priority") or {}) if isinstance(data, dict) else {}
+
+        return PSACreatedTicket(
+            id=ticket_id or 0,
+            summary=data.get("summary", payload.summary) if isinstance(data, dict) else payload.summary,
+            board_name=board.get("name", ""),
+            status_name=status.get("name", ""),
+            priority_name=priority.get("name", ""),
+            company_name=company.get("name", ""),
+            resources=resources,
+        )
+
+    # ── Priorities ────────────────────────────────────────────────────
+
+    async def list_priorities(self) -> list[dict]:
+        """List CW service priorities."""
+        data = await self.client.get("/service/priorities", params={"pageSize": 50})
+        return [
+            {"id": p.get("id"), "name": p.get("name")}
+            for p in (data if isinstance(data, list) else [])
+        ]