Files
resolutionflow/backend/app/services/psa/base.py
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

81 lines
1.8 KiB
Python

"""Abstract base class for PSA provider implementations."""
from __future__ import annotations
from abc import ABC, abstractmethod
from .types import (
ConnectionTestResult,
PSATicket,
PSANote,
PSAStatus,
PSACompany,
PSAMember,
PSAConfiguration,
PSATimeEntry,
)
class PSAProvider(ABC):
"""Abstract base for PSA integrations (ConnectWise, Autotask, etc.)."""
@abstractmethod
async def test_connection(self) -> ConnectionTestResult:
...
@abstractmethod
async def get_ticket(self, ticket_id: str) -> PSATicket:
...
@abstractmethod
async def search_tickets(self, query: str, **filters) -> list[PSATicket]:
...
@abstractmethod
async def post_note(
self,
ticket_id: str,
text: str,
note_type: str,
member_id: str | None = None,
) -> PSANote:
...
@abstractmethod
async def update_ticket_status(
self,
ticket_id: str,
status_id: int,
) -> PSATicket:
...
@abstractmethod
async def get_ticket_statuses(self, board_id: int) -> list[PSAStatus]:
...
@abstractmethod
async def list_companies(self, **filters) -> list[PSACompany]:
...
@abstractmethod
async def get_company(self, company_id: str) -> PSACompany:
...
@abstractmethod
async def list_members(self) -> list[PSAMember]:
...
@abstractmethod
async def get_ticket_configurations(self, ticket_id: str) -> list[PSAConfiguration]:
...
@abstractmethod
async def create_time_entry(
self,
ticket_id: str,
member_id: str,
hours: float,
notes: str | None = None,
work_type: str | None = None,
) -> PSATimeEntry:
...