- flowpilot_engine: pass account_id at all 5 AISessionStep instantiation
sites (_create_step_from_parsed x3, briefing step, status update step).
Phase 4 RLS blocked every INSERT with NULL account_id — this broke all
new FlowPilot sessions since the Phase 4 migration was applied.
- integrations: list_boards returns [] on PSAError instead of 502, stopping
the spurious 'Server error' toast on dashboard load (boards are optional).
- client.ts: 5xx global toast now shows backend detail when available.
- useFlowPilotSession: startSession extracts backend detail for error state;
suppresses duplicate toast for 5xx (global interceptor already handles it).
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Reformat PSA resolution/escalation notes: clean single-line header,
steps with engineer responses inline, remove duplicate timing blocks,
remove AI confidence section, add follow-up recommendations
- Standardize time display to decimal hours (e.g. 0.25 hrs) across all
note formatters and status update context
- Add follow_up_recommendations to SessionDocumentation schema and
surface in SessionDocView; extracted from resolution suggestion steps
- Add _build_what_we_know() helper: uses session.evidence_items when
cockpit branch merges, falls back to deriving findings from steps
- Fix option label lookup in generate_status_update (was passing raw
machine values to AI instead of human-readable labels)
- Add 'What We Know' section to status update ticket notes prompt
- Improve _build_session_context in resolution_output_generator to
include intake text and full step details instead of truncated chat
- Add request_info audience type: client-facing information request
that skips the length step and generates a numbered question list
- Improve client_update and email_draft prompts with per-context
guidance (status/resolution/escalation) and fix escalation subject
line from 'Specialist Review' to 'Specialist Assistance'
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
The generate_status_update service inserted AISessionStep with
step_type='status_update' which violated the DB CHECK constraint,
causing a 500 error. Also fix incorrect field name confidence_score
(should be confidence_at_step) and remove nonexistent confidence_tier.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Fix system prompt to ensure [QUESTIONS]/[ACTIONS] markers in AI responses
- Add format reminder injection to user messages for marker compliance
- Wire TaskLane activation in prefill and resume paths
- Add ActionCardGroup component for structured question/action rendering
- Update FlowPilot session and step card components
- Update ai-session schemas and types for marker data
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add is_branching guard to unified_chat_service.send_chat_message() that
routes messages through BranchAwarePromptBuilder when a session has active
branching. Add branch_id to all AISessionStep constructor calls in
flowpilot_engine.py via optional branch_id param on _create_step_from_parsed.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Engineers can now generate AI-powered status updates during active FlowPilot
sessions and after resolve/escalate. Three audiences (Ticket Notes, Client
Update, Email Draft) with Quick/Detailed length options. Copy to clipboard
with one click. Client names auto-inserted from intake/PSA context.
Backend: new endpoint POST /ai-sessions/{id}/status-update with audience-aware
system prompts. Frontend: StatusUpdateModal with 2-step selection flow,
Share Update button in action bar, Share Resolution/Escalation on completed
sessions. Also updates Solutions Library spec with Community tier design.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Message bar now fixed-positioned above action bar with full-width
layout (respects both app sidebar and session sidebar)
- Added abandon_session endpoint (POST /ai-sessions/{id}/abandon)
- Added "Close" button to FlowPilot action bar with confirmation dialog
- Session can now be closed without resolving or escalating
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
FlowPilot was jumping straight to script generation without asking if
the user preferred GUI guidance. Now it asks "GUI or script?" first
when a task can be done either way.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
User model has 'name', not 'display_name'. Fixed in flowpilot_engine
(escalate notify + pickup briefing) and psa_documentation_service
(engineer name in exported docs).
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Adds vector-based similar session discovery using the existing Voyage AI
embedding infrastructure and pgvector cosine similarity search.
- New AISessionEmbedding model with vector(1024) column
- session_embedding_service: generate + upsert embeddings, find similar sessions
- Embeddings generated on session create (from problem_summary/domain) and
updated on resolve (adds resolution_summary)
- GET /ai-sessions/{id}/similar endpoint returns top-N similar sessions
- Migration a7c9e3b1f402 creates ai_session_embeddings table
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- In `start_session`: increment `flow.usage_count` and set `flow.last_matched_at`
when a flow is matched to a new session; errors are caught without blocking
- In `resolve_session`: recalculate `flow.success_rate` as (resolved / total)
across all sessions ever matched to the flow after each resolution; errors
are caught without blocking the session close
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Implements Phase 1 of the FlowPilot-First pivot — the core AI session
experience where engineers describe a problem and FlowPilot guides them
through structured diagnosis with selectable options, free-text escape
hatches, and auto-generated documentation on resolution.
Backend: AISession + AISessionStep models, FlowPilot Engine (LLM
orchestration with structured JSON output), Flow Matching Engine v1
(semantic + keyword + recency scoring), 8 API endpoints with auth,
rate limiting, and AI quota enforcement.
Frontend: Intake screen, conversational session view with sidebar,
step cards with options/actions/resolution suggestions, resolve/escalate
modals, documentation view with rating, session history integration,
and /pilot route with sidebar navigation.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
