- Create frontend/src/api/tickets.ts with ticketsApi (resources, status, create, ai-parse, priorities, search)
- Update integrationsApi.searchTickets and searchTicketsQueue return types from PSATicketSearchResult[] to TicketListResponse
- Fix TicketQueue.tsx to use results.items (append/set) and results.items.length for pagination check
- Fix TicketPickerModal.tsx to use results.items when setting search results
- Export ticketsApi from api/index.ts
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Replace false claim about linkedTicket state with explicit fetch step on modal open
- Remove MyQueueWidget references; TicketQueue is the existing component being updated
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Explicitly call out search_tickets breaking change and all existing callers
- Fix [ACTIONS] marker to use JSON array format matching existing parser
- Route system prompt change to assistant_chat_service.py, not flowpilot_engine
- Pivot detail panel hydration to existing getTicketContext + listResources
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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>
CW resources field is a plain string of member identifiers (login names),
not a navigable object. resources/member/id was invalid syntax causing 403.
Now resolves the CW member identifier from the cached member list and
uses: resources contains '{identifier}' which is the correct condition.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Requires CW API member security role to have All scope on Service Tickets.
owner/id was incorrect for workflows using resources-based assignment.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
resources/member/id requires All scope on Service Tickets security role.
owner/id (primary assignee) works with standard Mine scope.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add PSABoard type + list_boards() to CW provider (cached 1h)
- Extend search_tickets with assigned_to_me, unassigned, board_ids, page, page_size
- New GET /integrations/psa/boards endpoint
- New TicketQueue dashboard component: My Tickets / Unassigned tabs,
multi-select board filter, Load more pagination, Start Session per ticket
- Add TicketQueue to QuickStartPage after active sessions
- FlowPilotSessionPage auto-starts with ticket context when navigated
from TicketQueue (psaTicketId + psaTicket in location.state)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Adds optional owner_email field to the Create Account modal. Superadmin
can specify an existing user's email to assign as account owner at
creation time. Backend 404s with a clear message if the email is unknown.
Error detail now surfaces to the toast instead of a generic message.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Four places were hardcoded to engineer|viewer only:
- AccountRoleUpdate schema (user.py) — blocked PUT /admin/users/{id}/account-role at the API level
- AdminUserCreate schema (admin.py) — blocked creating users with owner/admin role
- AccountDetailPage role dropdowns (create form + inline member role changer)
- AccountsPage create user role dropdown
Now all four accept the full set: owner, admin, engineer, viewer.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Remove mandatory "MUST run before every edit" rules — they add overhead
without value for additive/isolated changes. Keep the tools table and
use-it-when-it-matters guidance.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Fix create_time_entry() using self._client instead of self.client
- GET /member-mappings now returns all active account users, not just mapped
ones — allows manual assignment when auto-match by email doesn't work
- PsaMemberMappingResponse mapping fields are now Optional (id, external_member_id,
external_member_name, matched_by) to represent unmapped users
- Frontend MemberMappingTab skips null external_member_id when building
localMappings, and derives user list from all returned entries
- Add docs/connectwise-psa-testing-checklist.md
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Import/Export button in editor header: removed standalone Import button, moved
draw.io import into Export/Import dropdown with labelled sections; fixes
conceptual trap where Import implied operating on the current diagram
- List page: replaced two identical Upload-icon Import buttons with a single
dropdown (Import JSON / Import draw.io) with format descriptions
- Empty state: replaced icon-in-box with a horizontal card featuring a static
SVG topology preview, MSP-specific value prop, and dual CTAs
- Keyboard shortcuts: new KeyboardShortcutsOverlay component (4-group grid),
triggered by ? key or the ? button pinned to the canvas bottom-right corner;
wired into useCanvasShortcuts hook
- Fixed Share2 → FileOutput icon for draw.io export (Share2 = send to someone,
FileOutput = export file format)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
