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9bad49d5685a568056c509905f9db0ea3d0d3de3
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4 Commits

Author SHA1 Message Date
chihlasm
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
chihlasm
ce118b51d8 fix(flowpilot): fix 4 Phase 2 escalation bugs + update Tailwind version in CLAUDE.md 
- Fix escalation status mismatch: hook set 'escalated' but backend returns
  'requesting_escalation'
- Fix list_sessions to include sessions picked up by Engineer B via
  escalation_package->>'picked_up_by' JSONB query
- Fix sidebar escalation icon color: was Tailwind class 'text-amber-400'
  passed to style={{color}}, now hex '#fbbf24'
- Replace window.location.reload() after ticket linking with
  onReloadSession callback to preserve session state
- Update CLAUDE.md: Tailwind CSS v3 → v4 (@tailwindcss/vite, CSS-only config)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-19 03:10:11 +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