chihlasm/resolutionflow
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5 Commits

Author SHA1 Message Date
chihlasm
b641ac6c55 fix: set account_id on session_supporting_data, session_resolution_outputs, maintenance_schedules, psa_post_log constructors 
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-04-10 06:44:17 +00:00
chihlasm
f4143e52a1 feat: overhaul session documentation, PSA notes, and client communications 
- 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>
 2026-04-05 15:18:31 +00:00
chihlasm
79358be90f fix(escalation): use User.name not display_name — attribute doesn't exist 
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>
 2026-03-21 04:09:54 +00:00
chihlasm
a567d6d245 feat(analytics): add PSA activity logging and enhanced PSA metrics endpoint 
- Log `note_posted` and `time_entry_posted` activities to `psa_activity_logs`
  after each successful PSA push in `psa_documentation_service.py`; errors
  are caught and logged without blocking the main push flow
- Add `PsaFunnel`, `PsaDailyTrend`, and `EnhancedPsaMetrics` Pydantic schemas
- Add `GET /analytics/flowpilot/psa-metrics?period=30d` endpoint (team_admin,
  rate-limited 15/min) returning time entry totals, push funnel
  (sessions → linked → doc pushed → time entry logged), and daily trend

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-20 00:11:07 +00:00
chihlasm
bbe590bfec 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>
 2026-03-19 01:30:05 +00:00