Commit Graph

6 Commits

Author SHA1 Message Date
8e9d22e0e0 feat(escalations): magic-moment handoff-context screen on pickup
Adds the dedicated 4-section handoff-context view that renders BEFORE
the FlowPilot session for senior techs picking up an escalated
session, then dissolves on "Start here". This is the wedge's
demonstrable magic moment — what the GTM Loom records.

- HandoffContextScreen.tsx: pure presentational, takes a HandoffResponse
  plus onStartHere / onDismiss callbacks. Sections: header
  (problem summary, domain, step count, escalated-time, priority badge),
  "What's been tried" (engineer notes + step-count affordance), "AI
  assessment" (likely_cause / suggested_steps / confidence badge), Start
  here CTA. Confidence badge accepts both numeric (0..1) and string
  ("low"/"medium"/"high") shapes — backend currently emits the latter.
  Renders an explicit "assessment unavailable" branch when
  ai_assessment_data is null (the 5s timeout from 9bdd995 fired).
  Honors prefers-reduced-motion (animate-fade-in vs animate-slide-up).
  ARIA dialog + focus on the primary CTA. Esc dismisses when used as a
  re-openable overlay; pre-claim, Start here is the only exit.

- FlowPilotSessionPage.tsx: on /pilot/:id?pickup=true, fetch the
  handoff list via handoffsApi.listHandoffs (account-scoped via RLS,
  no claim required) and find the latest unclaimed escalate handoff.
  If found, render the magic-moment screen and skip the regular
  loadSession (the senior isn't yet escalated_to_id, so GET would
  404). Start here calls claimHandoff, drops the pickup query param,
  dismisses the screen — the existing loadSession effect then fires
  because the senior is now escalated_to_id. A "Context" toolbar
  button on active sessions re-opens the screen as a dismissible
  overlay (visible only when the senior arrived via the magic-moment
  flow this session — handoff lookup on demand).

Verified end-to-end against the running dev stack: listHandoffs
returns the unclaimed handoff with full payload; claim flips session
status from escalated → active; subsequent GET succeeds. tsc -b clean.

Defers (TODO followups): suggested-step chips below the chat input
that prefill on click (requires threading through to
FlowPilotMessageBar); snapshot expansion to include the recent
diagnostic steps pre-claim; toolbar Context button on sessions where
the senior didn't arrive via magic-moment.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-27 21:06:14 -04:00
9f0bfd44f9 feat(escalations): mount time-to-first-action stat-card on /escalations
Surfaces the new GET /analytics/flowpilot/escalations endpoint as a card
above the EscalationQueue list. Closes the loop from yesterday's metric
endpoint commit — seniors and owners see the wedge stat the moment they
open the queue, which is the daily-reps version of the GTM ROI story.

Pieces:
- EscalationMetrics TS interface mirroring the backend Pydantic model
  (incl. metric_definition disclaimer field)
- flowpilotAnalyticsApi.getEscalationMetrics(period) client method
- EscalationMetricCard component:
    * loading skeleton, error state, zero-data empty state
    * avg + median + n_with_action/n_claimed conversion rate
    * humanized seconds → "Ns" / "N.N min" formatting
    * inline disclaimer reminding callers this is in-product time-to-
      first-action only, NOT the savings claim — pair with manual
      baseline (per /codex review's two-metric correction)
- Wired into EscalationQueuePage above EscalationQueue

DS-aligned: card-flat, accent-dim usage held to interactive elements,
text-muted-foreground for secondary copy, font-heading on the headline
number, explicit transition properties (no `transition: all`). Respects
prefers-reduced-motion implicitly (only animation is the loading pulse,
which Tailwind's animate-pulse already gates).

tsc -b clean. No new tests in this commit — component is a thin
state-machine over an axios call; integration coverage comes from the
existing backend tests + the e2e Playwright work in the plan.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-27 16:00:34 -04:00
fab25456a5 feat: mid-session status updates — ticket notes, client updates, email drafts
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>
2026-03-23 06:26:32 +00:00
9bad49d568 feat(knowledge-flywheel): add Phase 3 Knowledge Flywheel — AI analysis, review queue, analytics
Phase 3 implementation:
- AI session analysis service that generates flow proposals from resolved sessions
- APScheduler job for batch processing pending analyses (max_instances=1)
- Knowledge gap detection (weak options, high escalation signals)
- Flow proposals CRUD with team admin review workflow (approve/edit/dismiss/reject)
- FlowPilot analytics dashboard with confidence tiers, PSA metrics, knowledge gaps
- In-session script generator component
- Review queue page with filtering and proposal detail panel

Bug fixes from review (12 total):
- Fix "Edit & Publish" navigating to non-existent /editor/new route
- Hide Approve button for enhancement proposals (require Edit & Publish)
- Add max_instances=1 to scheduler to prevent TOCTOU race
- Fix eventual_success case() double-counting failed retries
- Add tree_structure validation before creating tree from proposal
- Simplify script generator rendering condition
- Add severity style fallback, toFixed on rates, Link instead of <a href>
- Add toast.warning on dismiss failure, fix dedup for domain-less sessions
- Cast Decimal to int in knowledge gap evidence dicts

Also updates CLAUDE.md with lessons 67-71 and Phase 3 project structure.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-19 05:12:10 +00:00
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
5494816b06 feat(ai-session): add FlowPilot AI-powered troubleshooting sessions
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>
2026-03-18 14:27:36 +00:00