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feat: command palette, PSA ticket context, session-to-flow converter #108

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chihlasm merged 27 commits from feat/command-palette-session-flow-psa-context into main 2026-03-16 17:39:17 +00:00
Conversation 1 Commits 27 Files Changed 35 +2132 -210
chihlasm commented 2026-03-16 05:20:55 +00:00 (Migrated from github.com)
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Summary

  • Enhanced Command Palette — Upgraded existing CommandPalette with FlowPilot AI integration, page navigation, tag search, quick actions, and smart intent-based ranking. FlowPilot hands off to AssistantChat with prefilled query.
  • Smart PSA Ticket Context — Auto-pulls full ConnectWise ticket data (company, contact, devices, notes, related tickets) into sessions. Feeds context to Copilot AI for informed troubleshooting guidance.
  • Fallback Branches — Procedural steps now support optional "Didn't work?" fallback alternatives in both the editor and session runner.
  • Session-to-Flow Converter — One-click AI-powered conversion of completed sessions into reusable procedural flows with fallback branches.

Test plan

  • Open Cmd+K / click search bar — verify FlowPilot AI appears when typing, pages show for navigation queries, recent flows show on empty state
  • Select FlowPilot from palette — verify it opens AssistantChat with the query pre-sent
  • Link a session to a CW ticket — verify TicketContextPanel appears with ticket details, company, devices
  • Open procedural editor — verify fallback steps can be added/edited on any step
  • Run a procedural session with fallback steps — verify "Didn't work?" section appears and tracks completions
  • Complete a session and click "Create Flow from Session" — verify AI generates a procedural flow and opens editor

🤖 Generated with Claude Code

## Summary - **Enhanced Command Palette** — Upgraded existing CommandPalette with FlowPilot AI integration, page navigation, tag search, quick actions, and smart intent-based ranking. FlowPilot hands off to AssistantChat with prefilled query. - **Smart PSA Ticket Context** — Auto-pulls full ConnectWise ticket data (company, contact, devices, notes, related tickets) into sessions. Feeds context to Copilot AI for informed troubleshooting guidance. - **Fallback Branches** — Procedural steps now support optional "Didn't work?" fallback alternatives in both the editor and session runner. - **Session-to-Flow Converter** — One-click AI-powered conversion of completed sessions into reusable procedural flows with fallback branches. ## Test plan - [ ] Open Cmd+K / click search bar — verify FlowPilot AI appears when typing, pages show for navigation queries, recent flows show on empty state - [ ] Select FlowPilot from palette — verify it opens AssistantChat with the query pre-sent - [ ] Link a session to a CW ticket — verify TicketContextPanel appears with ticket details, company, devices - [ ] Open procedural editor — verify fallback steps can be added/edited on any step - [ ] Run a procedural session with fallback steps — verify "Didn't work?" section appears and tracks completions - [ ] Complete a session and click "Create Flow from Session" — verify AI generates a procedural flow and opens editor 🤖 Generated with [Claude Code](https://claude.com/claude-code)
railway-app[bot] commented 2026-03-16 05:21:32 +00:00 (Migrated from github.com)
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🚅 Deployed to the patherly-pr-108 environment in selfless-grace

Service Status Web Updated (UTC)
hopeful-liberation ✅ Success (View Logs) Web Mar 16, 2026 at 5:30 pm
patherly ✅ Success (View Logs) Web Mar 16, 2026 at 5:29 pm
<!-- railway-bot-comment-version=2 --> <!-- railway-project-id="22b9b58c-271b-42e5-a10e-6fdec8d00134" railway-project-name="selfless-grace" --> 🚅 Deployed to the [patherly-pr-108](https://railway.com/project/22b9b58c-271b-42e5-a10e-6fdec8d00134?environmentId=a9b705dd-c097-4a46-9b8b-26b7384db00b) environment in **[selfless-grace](https://railway.com/project/22b9b58c-271b-42e5-a10e-6fdec8d00134)** | **Service** | **Status** | **Web** | **Updated** (UTC) | | :--- | :--- | :--- | :--- | | hopeful-liberation | ✅ Success ([View Logs](https://railway.com/project/22b9b58c-271b-42e5-a10e-6fdec8d00134/service/e1db2ee3-d241-4f45-abe4-c9c5fdf483d5?id=9de2aca7-a448-4d06-ba63-503556ee49db&environmentId=a9b705dd-c097-4a46-9b8b-26b7384db00b)) | [Web](https://hopeful-liberation-patherly-pr-108.up.railway.app) | Mar 16, 2026 at 5:30 pm | | patherly | ✅ Success ([View Logs](https://railway.com/project/22b9b58c-271b-42e5-a10e-6fdec8d00134/service/95f556ff-5264-4116-a0c2-618a2fc53ba4?id=27871e91-c6c8-4655-b925-9ea94d5fcb3b&environmentId=a9b705dd-c097-4a46-9b8b-26b7384db00b)) | [Web](https://patherly-patherly-pr-108.up.railway.app) | Mar 16, 2026 at 5:29 pm |
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Reference: chihlasm/resolutionflow#108
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