chihlasm/resolutionflow
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701ae7c7e7d3284b396eff010b257dfd2d4a5968
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4 Commits

Author SHA1 Message Date
chihlasm
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
chihlasm
ce68fa84ca feat(search): add PostgreSQL FTS on AI sessions with Command Palette integration 
- Migration: add generated tsvector column + GIN index on ai_sessions (problem_summary, resolution_summary, escalation_reason, problem_domain)
- Backend: wire FTS into list_sessions q param; add GET /ai-sessions/search endpoint returning AISessionSearchResult (registered before /{session_id} to avoid UUID routing conflict)
- Frontend: add AISessionSearchResult type, aiSessionsApi.search() method, and Command Palette group "FlowPilot Sessions" using Zap icon navigating to /pilot/:id

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-20 03:42:01 +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
chihlasm
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