ac67e485002670cbde78c43bdd73eab5d73c1d03
2 Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
| 8fd2c1bac6 |
feat(pilot): Phase 4 — Resolve + Escalate PSA writebacks with status verification
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Wires the preview popover's Confirm & post action to ConnectWise (and,
via the provider pattern, any future PSA). Adds the parallel Escalate
flow with the handoff-oriented five-section markdown. Sessions without a
linked PSA ticket resolve/escalate locally — markdown stored, status
flipped, nothing posted externally.
Backend:
- EscalationPackageGeneratorService: Sonnet, five sections (Problem /
What we've confirmed / What we've tried / Current hypothesis /
Suggested next steps). Shares the preview_cache with a separate KIND
so Resolve and Escalate previews for the same state coexist.
- PSAWritebackService: post_resolution_note (RESOLUTION note type,
customer-visible), post_escalation_package (INTERNAL_ANALYSIS,
handoff for the next engineer only), transition_ticket_status with
mandatory re-fetch verification. PSAStatusVerificationError surfaces
loudly when CW silently rejects a status change — the
ConnectWise anti-pattern CLAUDE.md flags.
- Endpoints:
* POST /ai-sessions/{id}/escalation-package/preview
* POST /ai-sessions/{id}/resolution-note/post
* POST /ai-sessions/{id}/escalation-package/post
Outcomes: "resolved" / "escalated" with external_id + verified status,
"resolved_local" / "escalated_local" when no PSA linked.
- Target CW status IDs live in account_settings.preferences
(cw_resolved_status_id, cw_escalated_status_id). When unset, the post
proceeds without a status transition — response includes a
status_transition_skipped_reason rather than silently erroring.
- 7 tests: local-only path, PSA happy path with verified transition,
status verification failure → 502, skipped transition when
unconfigured, 409 on already-resolved re-post, escalate parallel path,
internal-analysis note type enforced.
Frontend:
- ResolutionNotePreview now kind-parameterized ('resolve' | 'escalate')
with inline edit + Confirm & post. Preview loads from the matching
backend endpoint; posting calls the matching endpoint; outcome toast
surfaces the verified CW status or the local-only result.
- AssistantChatPage: previewKind state replaces previewOpen; two toggle
buttons (Preview Resolve note / Escalate instead) in the lane's bottom
slot. handleConfirmPost dispatches by kind.
Verified 2026-04-22:
- Local-only Resolve + Escalate round-trip against the dev stack.
- Live Sonnet escalation-package preview; cache hit on repeat call
with no state change (separate cache kind from resolution-note).
- PSA post + status-verification paths covered by mocked-provider pytest
cases. Live CW round-trip pending a test CW instance.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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| 66e592096c |
feat(pilot): Phase 3 — Suggested fix tracking + Resolve preview with state_version cache
Adds the AI-proposed resolution path and the inline preview of the
markdown that will be posted to the customer ticket on Resolve. The
preview is keyed on (session_id, ai_sessions.state_version) so back-to-
back fetches against unchanged state hit an in-process cache instead
of paying for a Sonnet call.
Backend:
- preview_cache: in-process LRU keyed on (kind, session_id, state_version).
No TTL — state_version is the source of truth. Soft-cap 5000 entries.
- unified_chat_service: [SUGGEST_FIX] parser (last-block-wins, JSON
payload, confidence clamped 0-100), supersession persistence (sets
superseded_at on prior active row), atomic state_version bump.
- ResolutionNoteGeneratorService: pulls session, facts, active fix, and
redacted script_generations into a structured input bundle for Sonnet;
produces the four-section markdown (Problem / What we confirmed /
Root cause / Resolution). Sensitive script parameters redacted via
ScriptTemplateEngine.redact_sensitive driven by the template's
parameters_schema.
- /api/v1/ai-sessions/{id}/suggested-fixes/active — 200 with the active
fix or 404.
- /api/v1/ai-sessions/{id}/suggested-fixes/{fix_id}/decision — records
one_off / draft_template / build_template / dismissed; dismiss
supersedes; bumps state_version. 409 on dismissing an already-
superseded fix.
- /api/v1/ai-sessions/{id}/resolution-note/preview — generates or returns
cached markdown; from_cache flag in payload signals cache hit.
- scripts.py POST /generate now bumps state_version on the linked
ai_session_id when present (third source of preview-cache invalidation
per Section 5.5).
- ASSISTANT_SYSTEM_PROMPT documents [SUGGEST_FIX] (when to/not to emit,
format, supersession semantics).
- 12 tests covering the parser (well-formed, last-wins, malformed,
confidence clamping), supersession + state_version invariant, all
decision branches, preview cache hit-on-no-change + miss-after-write.
Frontend:
- src/components/pilot/sections/SuggestedFix.tsx — amber-accented card
with confidence badge; dismiss action wired to the decision endpoint.
- src/components/pilot/ResolutionNotePreview.tsx — popover with refresh,
loading state, cached/fresh indicator, ticket-ref display.
- src/api/sessionSuggestedFixes.ts — typed client; getActive normalizes
404 to null so callers don't have to special-case.
- TaskLane gains suggestedFixSlot + bottomSlot props (rendered after
Diagnostic Checks; bottomSlot anchors the Resolve action).
- AssistantChatPage: refreshSessionDerived helper batches fact + fix
refresh; fact mutations and chat sends both schedule a 500ms-debounced
preview refresh per the Section 5.5 spec.
Verified end-to-end against the dev stack with a real Sonnet call:
- /active 404 → fact create → preview generates four-section markdown
grounded only in provided facts → second preview call hits cache
(from_cache=true, no LLM call) → fact write 2 → cache miss, regenerates.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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