Michael Chihlas
e4ef904707
refactor: migrate page components to Design System v4
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Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com >
2026-03-22 02:04:16 -04:00
21d6d09c05
feat(enterprise): add multi-PSA adapter stubs for Autotask and Halo PSA
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- Create AutotaskProvider stub with all abstract methods raising NotImplementedError
- Create HaloPSAProvider stub with all abstract methods raising NotImplementedError
- Add PSA provider grid in IntegrationsPage showing ConnectWise (active),
Autotask (Coming Soon), and Halo PSA (Coming Soon) with appropriate badges
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com >
2026-03-19 20:35:39 +00:00
0f750e63e0
feat(notifications): add Phase 4 Slice 2 — multi-channel notification system
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Full notification infrastructure with in-app, email, Slack, and Teams channels:
Backend:
- NotificationConfig, NotificationLog, Notification models + migration
- Notification service with event routing, channel delivery, retry logic
- 9 API endpoints (config CRUD + in-app notifications)
- APScheduler retry job with exponential backoff (30s, 2m, 10m)
- Wired into escalation, proposal approval, and knowledge flywheel
- Pydantic event key validation, cross-tenant protection on recipients
Frontend:
- TypeScript types + API client for all notification endpoints
- NotificationsPanel: bell icon with unread badge, dropdown, mark-read
- NotificationSettings: channel config, event toggles, test, delete confirm
- Notifications tab on IntegrationsPage
- ARIA attributes, Escape handler, settings link on panel
Review fixes (13 issues resolved):
- notify() no longer commits/rolls back caller's transaction (critical)
- retry_failed_notifications returns count instead of None (critical)
- NotificationSettings moved inside dedicated tab (critical)
- target_user_ids scoped by account_id (security)
- Email loop collects all failures before raising
- Slack webhook validates response body
- events_enabled rejects unknown event keys
- link column widened to String(500)
- Dead code removed from _auto_reinforce
- Delete confirmation, ARIA, Escape key support
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com >
2026-03-19 12:37:54 +00:00
bbe590bfec
feat(ai-session): add Phase 2 PSA integration, escalation handoff, and session management
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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
dfdc6cae9c
feat: roll out illustrative empty states across 8 pages with 2 new guide entries
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- TreeLibraryPage: split empty state into no-flows (illustration + CTA) vs no-filter-results
- MyAnalyticsPage/TeamAnalyticsPage: add zero-sessions empty state with illustration
- SessionHistoryPage: split into no-sessions (illustration) vs no-filter-results
- StepLibraryBrowser: illustrative empty state when no steps exist
- ScriptTemplateList: replace plain empty state with ScriptIllustration
- MySharesPage: replace icon-based empty state with ShareIllustration
- IntegrationsPage: add IntegrationIllustration above setup form
- Add script-templates and psa-setup guides to guides data
- Add EmptyState vitest tests (7 tests)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com >
2026-03-17 01:21:11 -04:00
chihlasm
c44edc5088
feat: wire remaining PostHog events across all key user actions ( #111 )
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- export_generated: session copy, copy-for-ticket, download
- ai_feature_used: copilot, assistant chat, session-to-flow, KB accelerator, flow assist
- psa_connected: ConnectWise integration creation
- session_shared: share link creation
- flow_created: troubleshooting editor, procedural editor, session-to-flow
All 9 events from the product analytics plan are now fully wired.
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com >
2026-03-16 18:49:01 -04:00
chihlasm
46865882c6
feat: ConnectWise PSA integration ( #106 )
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PSA abstraction layer with provider pattern, ConnectWise integration (connection management, ticket linking, note posting, status updates, member mapping), Integrations page UI, Fernet credential encryption, in-memory TTL cache, 6 DB migrations, ConnectWise API reference docs.
2026-03-15 01:45:35 -04:00
