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>
738 lines
26 KiB
Python
738 lines
26 KiB
Python
"""FlowPilot Engine — core LLM orchestration for AI troubleshooting sessions.
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Manages structured diagnostic conversations: intake analysis, step generation,
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confidence tracking, and auto-documentation. All LLM responses are structured
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JSON validated against known output shapes.
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"""
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import json
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import logging
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import uuid
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from datetime import datetime, timezone
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from typing import Any, Optional
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from uuid import UUID
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from sqlalchemy import select
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from sqlalchemy.ext.asyncio import AsyncSession
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from sqlalchemy.orm import selectinload
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from app.core.ai_provider import get_ai_provider
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from app.core.config import settings
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from app.models.ai_session import AISession
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from app.models.ai_session_step import AISessionStep
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from app.schemas.ai_session import (
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AISessionCreateRequest,
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AISessionCreateResponse,
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AISessionStepResponse,
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StepOptionSchema,
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StepResponseRequest,
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StepResponseResponse,
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ResolveSessionRequest,
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EscalateSessionRequest,
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SessionCloseResponse,
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SessionDocumentation,
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DocumentationStep,
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)
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logger = logging.getLogger(__name__)
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# Maximum steps per session as a safety limit
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MAX_STEPS_PER_SESSION = 30
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STRUCTURED_OUTPUT_SCHEMA = """\
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Your response MUST be a valid JSON object with one of these shapes:
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1. Diagnostic question:
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{"type": "question", "content": "Brief description", "reasoning": "Internal why", "context_message": "Shown to engineer", "options": [{"label": "Human text", "value": "machine_value", "followup_hint": "or null"}], "allow_free_text": true, "allow_skip": true, "confidence": 0.65}
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2. Suggested action:
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{"type": "action", "content": "What to do", "reasoning": "Internal why", "context_message": "Here's what to try", "action_type": "instruction | script_generation | verification | info_request", "expected_outcome": "What success looks like", "confidence": 0.78}
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3. Resolution suggestion:
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{"type": "resolution_suggestion", "content": "Summary of what we did", "reasoning": "Internal why", "resolution_summary": "Issue was caused by X, fixed by Y", "confidence": 0.92, "follow_up_recommendations": ["Monitor for 24 hours"]}\
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"""
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FLOWPILOT_SYSTEM_PROMPT = """\
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You are FlowPilot, an expert MSP troubleshooting assistant embedded in ResolutionFlow. You guide engineers through structured diagnosis of IT issues.
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## YOUR ROLE
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- Conduct systematic troubleshooting through targeted questions and actions
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- Start broad, narrow down based on responses
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- Never guess — ask clarifying questions when uncertain
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- Suggest specific, actionable steps the engineer can verify
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- When confidence is high, suggest resolution; when low, keep investigating
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## RESPONSE FORMAT
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You MUST respond with ONLY a valid JSON object. No markdown, no prose, no code fences.
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Every response must have a "type" field: "question", "action", or "resolution_suggestion".
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{structured_output_schema}
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## RULES
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- Maximum 5 options per question. Options should be the most likely scenarios.
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- Always include relevant context in context_message — explain WHY you're asking
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- confidence is a float 0.0-1.0 reflecting how certain you are about the diagnosis path
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- When multiple symptoms point to one root cause with >90% confidence, suggest resolution
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- If you detect the engineer needs a PowerShell script, suggest a script_generation action
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- Never suggest restarting or rebooting as a first step — diagnose first
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- Be specific: "Check Event Viewer > System > source NTFS" not "check the logs"
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{team_context}
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{matched_flow_context}\
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"""
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INTAKE_CLASSIFICATION_PROMPT = """\
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You are a triage classifier for IT support issues in an MSP environment.
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Analyze the following intake and respond with ONLY a JSON object:
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{
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"problem_summary": "One-line summary of the issue (max 120 chars)",
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"problem_domain": "One of: active_directory, networking, m365, hardware, endpoint, virtualization, security, backup, email, printing, cloud, other",
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"key_symptoms": ["symptom1", "symptom2"],
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"urgency": "low | medium | high | critical"
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}\
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"""
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def _confidence_to_tier(confidence: float) -> str:
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"""Map numeric confidence to tier label."""
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if confidence >= 0.8:
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return "guided"
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elif confidence >= 0.4:
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return "exploring"
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return "discovery"
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def _parse_structured_output(raw_text: str) -> dict[str, Any]:
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"""Parse and validate structured JSON from LLM response.
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Handles common LLM quirks: markdown fences, trailing commas, etc.
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"""
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text = raw_text.strip()
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# Strip markdown code fences if present
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if text.startswith("```"):
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lines = text.split("\n")
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# Remove first line (```json or ```) and last line (```)
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lines = [l for l in lines if not l.strip().startswith("```")]
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text = "\n".join(lines).strip()
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try:
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data = json.loads(text)
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except json.JSONDecodeError as e:
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logger.warning("Failed to parse LLM JSON output: %s — raw: %.200s", e, text)
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raise ValueError(f"Invalid JSON from LLM: {e}") from e
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if not isinstance(data, dict) or "type" not in data:
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raise ValueError("LLM response missing required 'type' field")
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valid_types = {"question", "action", "resolution_suggestion"}
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if data["type"] not in valid_types:
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raise ValueError(f"Unknown response type: {data['type']}")
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return data
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def _build_step_response(step: AISessionStep, session: AISession) -> AISessionStepResponse:
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"""Convert a model step + session state into an API response."""
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options = []
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if step.options_presented:
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options = [
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StepOptionSchema(
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label=opt.get("label", ""),
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value=opt.get("value", ""),
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followup_hint=opt.get("followup_hint"),
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)
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for opt in step.options_presented
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]
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content = step.content or {}
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return AISessionStepResponse(
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step_id=step.id,
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step_order=step.step_order,
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step_type=step.step_type,
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content=content,
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context_message=step.context_message,
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options=options,
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allow_free_text=content.get("allow_free_text", True),
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allow_skip=content.get("allow_skip", True),
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confidence_tier=session.confidence_tier,
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confidence_score=session.confidence_score,
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)
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async def start_session(
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request: AISessionCreateRequest,
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user_id: UUID,
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account_id: UUID,
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team_id: Optional[UUID],
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db: AsyncSession,
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) -> AISessionCreateResponse:
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"""Start a new FlowPilot session: classify intake, match flows, get first step."""
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# 1. Classify intake via fast LLM call
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intake_text = _extract_intake_text(request.intake_content)
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classification = await _classify_intake(intake_text)
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# 2. Try to match existing flows
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from app.services.flow_matching_engine import find_matches
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matches = await find_matches(
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intake_text=intake_text,
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problem_domain=classification.get("problem_domain"),
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account_id=account_id,
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db=db,
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)
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top_match = matches[0] if matches else None
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matched_flow_id = top_match["tree_id"] if top_match else None
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match_score = top_match["score"] if top_match else None
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matched_flow_name = top_match["tree_name"] if top_match else None
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# 3. Build system prompt
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matched_flow_context = ""
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if top_match and top_match.get("score", 0) > 0.5:
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matched_flow_context = (
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f"## MATCHED FLOW\n"
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f"A similar flow exists: \"{top_match['tree_name']}\" "
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f"(match score: {top_match['score']:.0%}). "
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f"Use it as a guide but adapt to the specific situation."
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)
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system_prompt = FLOWPILOT_SYSTEM_PROMPT.format(
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structured_output_schema=STRUCTURED_OUTPUT_SCHEMA,
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team_context="", # Phase 2: team-specific context
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matched_flow_context=matched_flow_context,
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)
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# 4. Build first user message from intake
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user_message = _format_intake_message(request.intake_content, classification)
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messages = [{"role": "user", "content": user_message}]
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# 5. Call LLM for first diagnostic step
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provider = get_ai_provider(settings.get_model_for_action("open_chat"))
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raw_response, input_tokens, output_tokens = await provider.generate_json(
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system_prompt=system_prompt,
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messages=messages,
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max_tokens=2048,
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)
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# Parse with retry on failure
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try:
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parsed = _parse_structured_output(raw_response)
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except ValueError:
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# Retry once with nudge
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retry_messages = messages + [
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{"role": "assistant", "content": raw_response},
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{"role": "user", "content": "Please respond with ONLY valid JSON matching the required schema. No markdown or prose."},
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]
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raw_response, retry_in, retry_out = await provider.generate_json(
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system_prompt=system_prompt,
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messages=retry_messages,
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max_tokens=2048,
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)
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input_tokens += retry_in
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output_tokens += retry_out
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parsed = _parse_structured_output(raw_response)
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confidence = parsed.get("confidence", 0.0)
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confidence_tier = _confidence_to_tier(confidence)
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# Initial confidence from match + classification
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if top_match and top_match.get("score", 0) > 0.8:
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confidence_tier = "guided"
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confidence = max(confidence, 0.8)
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# 6. Create session
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session = AISession(
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id=uuid.uuid4(),
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user_id=user_id,
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account_id=account_id,
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team_id=team_id,
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intake_type=request.intake_type,
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intake_content=request.intake_content,
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problem_summary=classification.get("problem_summary"),
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problem_domain=classification.get("problem_domain"),
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status="active",
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confidence_tier=confidence_tier,
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confidence_score=confidence,
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matched_flow_id=matched_flow_id,
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match_score=match_score,
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psa_ticket_id=request.psa_ticket_id,
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psa_connection_id=request.psa_connection_id,
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total_input_tokens=input_tokens,
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total_output_tokens=output_tokens,
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step_count=1,
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system_prompt_snapshot=system_prompt,
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conversation_messages=[
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{"role": "user", "content": user_message},
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{"role": "assistant", "content": raw_response},
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],
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)
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db.add(session)
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# 7. Create first step
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step = _create_step_from_parsed(
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session_id=session.id,
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step_order=0,
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parsed=parsed,
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input_tokens=input_tokens,
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output_tokens=output_tokens,
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)
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db.add(step)
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await db.flush()
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return AISessionCreateResponse(
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session_id=session.id,
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status=session.status,
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confidence_tier=session.confidence_tier,
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problem_summary=session.problem_summary,
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problem_domain=session.problem_domain,
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matched_flow_id=matched_flow_id,
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matched_flow_name=matched_flow_name,
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match_score=match_score,
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first_step=_build_step_response(step, session),
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)
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async def process_response(
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session_id: UUID,
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request: StepResponseRequest,
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user_id: UUID,
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db: AsyncSession,
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) -> StepResponseResponse:
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"""Process an engineer's response and generate the next FlowPilot step."""
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session = await _load_session(session_id, user_id, db)
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if session.status != "active":
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raise ValueError(f"Session is {session.status}, not active")
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if session.step_count >= MAX_STEPS_PER_SESSION:
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raise ValueError("Maximum steps reached for this session")
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# Update the current (latest) step with engineer's response
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latest_step = session.steps[-1] if session.steps else None
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if latest_step and latest_step.responded_at is None:
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latest_step.selected_option = request.selected_option
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latest_step.free_text_input = request.free_text_input
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latest_step.was_free_text = bool(request.free_text_input and not request.selected_option)
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latest_step.was_skipped = request.was_skipped
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latest_step.action_result = request.action_result
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latest_step.responded_at = datetime.now(timezone.utc)
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# Build the conversation message for the engineer's response
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response_text = _format_engineer_response(request)
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session.conversation_messages = session.conversation_messages + [
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{"role": "user", "content": response_text}
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]
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# Call LLM with full conversation
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provider = get_ai_provider(settings.get_model_for_action("open_chat"))
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raw_response, input_tokens, output_tokens = await provider.generate_json(
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system_prompt=session.system_prompt_snapshot or "",
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messages=session.conversation_messages,
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max_tokens=2048,
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)
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try:
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parsed = _parse_structured_output(raw_response)
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except ValueError:
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retry_messages = session.conversation_messages + [
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{"role": "assistant", "content": raw_response},
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{"role": "user", "content": "Please respond with ONLY valid JSON matching the required schema."},
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]
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raw_response, retry_in, retry_out = await provider.generate_json(
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system_prompt=session.system_prompt_snapshot or "",
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messages=retry_messages,
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max_tokens=2048,
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)
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input_tokens += retry_in
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output_tokens += retry_out
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parsed = _parse_structured_output(raw_response)
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# Append assistant response to conversation
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session.conversation_messages = session.conversation_messages + [
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{"role": "assistant", "content": raw_response}
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]
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# Update session confidence
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confidence = parsed.get("confidence", session.confidence_score)
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session.confidence_score = confidence
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session.confidence_tier = _confidence_to_tier(confidence)
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session.total_input_tokens += input_tokens
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session.total_output_tokens += output_tokens
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session.step_count += 1
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# Create new step
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step = _create_step_from_parsed(
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session_id=session.id,
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step_order=session.step_count - 1,
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parsed=parsed,
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input_tokens=input_tokens,
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output_tokens=output_tokens,
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)
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db.add(step)
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await db.flush()
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# Check if resolution was suggested
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resolution_suggested = parsed["type"] == "resolution_suggestion"
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resolution_summary = parsed.get("resolution_summary") if resolution_suggested else None
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return StepResponseResponse(
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session_id=session.id,
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status=session.status,
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confidence_tier=session.confidence_tier,
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confidence_score=session.confidence_score,
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next_step=_build_step_response(step, session),
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resolution_suggested=resolution_suggested,
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resolution_summary=resolution_summary,
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)
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async def resolve_session(
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session_id: UUID,
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request: ResolveSessionRequest,
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user_id: UUID,
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db: AsyncSession,
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) -> SessionCloseResponse:
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"""Close a session as resolved and generate documentation."""
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session = await _load_session(session_id, user_id, db)
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if session.status not in ("active", "paused"):
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raise ValueError(f"Cannot resolve session in status: {session.status}")
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session.status = "resolved"
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session.resolved_at = datetime.now(timezone.utc)
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session.resolution_summary = request.resolution_summary
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session.resolution_action = request.resolution_action
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if request.session_rating is not None:
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session.session_rating = request.session_rating
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if request.session_feedback is not None:
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session.session_feedback = request.session_feedback
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documentation = _generate_documentation(session)
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await db.flush()
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return SessionCloseResponse(
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session_id=session.id,
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status=session.status,
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documentation=documentation,
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)
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async def escalate_session(
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session_id: UUID,
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request: EscalateSessionRequest,
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user_id: UUID,
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db: AsyncSession,
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) -> SessionCloseResponse:
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"""Escalate a session to another engineer."""
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session = await _load_session(session_id, user_id, db)
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if session.status not in ("active", "paused"):
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raise ValueError(f"Cannot escalate session in status: {session.status}")
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session.status = "escalated"
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session.resolved_at = datetime.now(timezone.utc)
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session.escalation_reason = request.escalation_reason
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session.escalated_to_id = request.escalated_to_id
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# Build escalation package
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session.escalation_package = _build_escalation_package(session)
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documentation = _generate_documentation(session)
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await db.flush()
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return SessionCloseResponse(
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session_id=session.id,
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status=session.status,
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|
documentation=documentation,
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)
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|
|
async def rate_session(
|
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session_id: UUID,
|
|
rating: int,
|
|
feedback: Optional[str],
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user_id: UUID,
|
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db: AsyncSession,
|
|
) -> None:
|
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"""Submit post-session rating."""
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session = await _load_session(session_id, user_id, db)
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session.session_rating = rating
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session.session_feedback = feedback
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await db.flush()
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|
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|
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async def get_session_documentation(
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session_id: UUID,
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user_id: UUID,
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db: AsyncSession,
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) -> SessionDocumentation:
|
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"""Get auto-generated documentation for a session."""
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session = await _load_session(session_id, user_id, db)
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return _generate_documentation(session)
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|
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|
|
# ── Internal helpers ──
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|
|
async def _load_session(
|
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session_id: UUID,
|
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user_id: UUID,
|
|
db: AsyncSession,
|
|
) -> AISession:
|
|
"""Load session with steps, verifying ownership."""
|
|
result = await db.execute(
|
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select(AISession)
|
|
.options(selectinload(AISession.steps))
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.where(AISession.id == session_id)
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)
|
|
session = result.scalar_one_or_none()
|
|
|
|
if not session:
|
|
raise ValueError("Session not found")
|
|
|
|
# Allow access if user is the session owner or the escalation target
|
|
if session.user_id != user_id and session.escalated_to_id != user_id:
|
|
raise PermissionError("Not authorized to access this session")
|
|
|
|
return session
|
|
|
|
|
|
async def _classify_intake(intake_text: str) -> dict[str, Any]:
|
|
"""Quick LLM call to classify intake content."""
|
|
try:
|
|
provider = get_ai_provider(settings.get_model_for_action("quick_action"))
|
|
raw, _, _ = await provider.generate_json(
|
|
system_prompt=INTAKE_CLASSIFICATION_PROMPT,
|
|
messages=[{"role": "user", "content": intake_text}],
|
|
max_tokens=512,
|
|
)
|
|
return json.loads(raw.strip())
|
|
except Exception as e:
|
|
logger.warning("Intake classification failed: %s", e)
|
|
return {
|
|
"problem_summary": intake_text[:120],
|
|
"problem_domain": "other",
|
|
"key_symptoms": [],
|
|
"urgency": "medium",
|
|
}
|
|
|
|
|
|
def _extract_intake_text(intake_content: dict[str, Any]) -> str:
|
|
"""Extract searchable text from intake content."""
|
|
parts = []
|
|
if text := intake_content.get("text"):
|
|
parts.append(text)
|
|
if log := intake_content.get("log_content"):
|
|
parts.append(f"Log output:\n{log}")
|
|
if ticket := intake_content.get("ticket_data"):
|
|
if isinstance(ticket, dict):
|
|
parts.append(f"Ticket: {ticket.get('summary', '')}")
|
|
return "\n\n".join(parts) if parts else str(intake_content)
|
|
|
|
|
|
def _format_intake_message(
|
|
intake_content: dict[str, Any],
|
|
classification: dict[str, Any],
|
|
) -> str:
|
|
"""Format intake + classification into the first user message."""
|
|
parts = ["I need help troubleshooting an issue."]
|
|
|
|
if text := intake_content.get("text"):
|
|
parts.append(f"\n**Problem description:**\n{text}")
|
|
|
|
if log := intake_content.get("log_content"):
|
|
parts.append(f"\n**Log output:**\n```\n{log}\n```")
|
|
|
|
if summary := classification.get("problem_summary"):
|
|
parts.append(f"\n**Classified as:** {summary}")
|
|
|
|
if domain := classification.get("problem_domain"):
|
|
parts.append(f"**Domain:** {domain}")
|
|
|
|
symptoms = classification.get("key_symptoms", [])
|
|
if symptoms:
|
|
parts.append(f"**Key symptoms:** {', '.join(symptoms)}")
|
|
|
|
return "\n".join(parts)
|
|
|
|
|
|
def _format_engineer_response(request: StepResponseRequest) -> str:
|
|
"""Format engineer's step response into a conversation message."""
|
|
if request.was_skipped:
|
|
return "I can't check this right now / I don't know."
|
|
|
|
parts = []
|
|
if request.selected_option:
|
|
parts.append(f"Selected: {request.selected_option}")
|
|
|
|
if request.free_text_input:
|
|
parts.append(request.free_text_input)
|
|
|
|
if request.action_result:
|
|
result = request.action_result
|
|
success = "succeeded" if result.get("success") else "did not work"
|
|
parts.append(f"Action {success}.")
|
|
if details := result.get("details"):
|
|
parts.append(f"Details: {details}")
|
|
|
|
return "\n".join(parts) if parts else "No response provided."
|
|
|
|
|
|
def _create_step_from_parsed(
|
|
session_id: UUID,
|
|
step_order: int,
|
|
parsed: dict[str, Any],
|
|
input_tokens: int,
|
|
output_tokens: int,
|
|
) -> AISessionStep:
|
|
"""Create an AISessionStep from parsed LLM output."""
|
|
step_type = parsed["type"]
|
|
if step_type == "resolution_suggestion":
|
|
step_type = "action" # Store as action in DB, UI distinguishes via content
|
|
|
|
# Build content dict (everything the UI needs to render)
|
|
content = {
|
|
"text": parsed.get("content", ""),
|
|
"type": parsed["type"],
|
|
}
|
|
if parsed["type"] == "action":
|
|
content["action_type"] = parsed.get("action_type", "instruction")
|
|
content["expected_outcome"] = parsed.get("expected_outcome")
|
|
elif parsed["type"] == "resolution_suggestion":
|
|
content["resolution_summary"] = parsed.get("resolution_summary")
|
|
content["follow_up_recommendations"] = parsed.get("follow_up_recommendations", [])
|
|
content["allow_free_text"] = False
|
|
content["allow_skip"] = False
|
|
|
|
# Extract options for question type
|
|
options = None
|
|
if parsed["type"] == "question" and "options" in parsed:
|
|
options = parsed["options"]
|
|
content["allow_free_text"] = parsed.get("allow_free_text", True)
|
|
content["allow_skip"] = parsed.get("allow_skip", True)
|
|
|
|
return AISessionStep(
|
|
id=uuid.uuid4(),
|
|
session_id=session_id,
|
|
step_order=step_order,
|
|
step_type=step_type if parsed["type"] != "resolution_suggestion" else "action",
|
|
content=content,
|
|
context_message=parsed.get("context_message"),
|
|
options_presented=options,
|
|
confidence_at_step=parsed.get("confidence", 0.0),
|
|
ai_reasoning=parsed.get("reasoning"),
|
|
input_tokens=input_tokens,
|
|
output_tokens=output_tokens,
|
|
)
|
|
|
|
|
|
def _generate_documentation(session: AISession) -> SessionDocumentation:
|
|
"""Generate structured documentation from a session's steps."""
|
|
diagnostic_steps = []
|
|
|
|
for step in session.steps:
|
|
content = step.content or {}
|
|
description = content.get("text", "")
|
|
|
|
# Determine engineer response
|
|
engineer_response = None
|
|
if step.was_skipped:
|
|
engineer_response = "Skipped"
|
|
elif step.selected_option:
|
|
# Find the label for the selected option
|
|
if step.options_presented:
|
|
for opt in step.options_presented:
|
|
if opt.get("value") == step.selected_option:
|
|
engineer_response = opt.get("label", step.selected_option)
|
|
break
|
|
else:
|
|
engineer_response = step.selected_option
|
|
else:
|
|
engineer_response = step.selected_option
|
|
elif step.free_text_input:
|
|
engineer_response = step.free_text_input
|
|
|
|
# Determine outcome
|
|
outcome = None
|
|
if step.action_result:
|
|
result = step.action_result
|
|
outcome = "Succeeded" if result.get("success") else "Did not resolve"
|
|
if details := result.get("details"):
|
|
outcome += f" — {details}"
|
|
|
|
diagnostic_steps.append(DocumentationStep(
|
|
step_number=step.step_order + 1,
|
|
step_type=step.step_type,
|
|
description=description,
|
|
engineer_response=engineer_response,
|
|
outcome=outcome,
|
|
))
|
|
|
|
# Calculate duration
|
|
duration_display = None
|
|
if session.resolved_at and session.created_at:
|
|
delta = session.resolved_at - session.created_at
|
|
minutes = int(delta.total_seconds() / 60)
|
|
if minutes < 60:
|
|
duration_display = f"{minutes}m"
|
|
else:
|
|
hours = minutes // 60
|
|
remaining = minutes % 60
|
|
duration_display = f"{hours}h {remaining}m"
|
|
|
|
# Build intake summary
|
|
intake = session.intake_content or {}
|
|
intake_summary = intake.get("text", "")[:500]
|
|
if not intake_summary:
|
|
intake_summary = str(intake)[:500]
|
|
|
|
return SessionDocumentation(
|
|
problem_summary=session.problem_summary or "No summary available",
|
|
problem_domain=session.problem_domain,
|
|
intake_summary=intake_summary,
|
|
diagnostic_steps=diagnostic_steps,
|
|
resolution_summary=session.resolution_summary,
|
|
escalation_reason=session.escalation_reason,
|
|
total_steps=session.step_count,
|
|
duration_display=duration_display,
|
|
generated_at=datetime.now(timezone.utc),
|
|
)
|
|
|
|
|
|
def _build_escalation_package(session: AISession) -> dict[str, Any]:
|
|
"""Build context package for the receiving engineer."""
|
|
steps_tried = []
|
|
for step in session.steps:
|
|
content = step.content or {}
|
|
entry = {
|
|
"step_type": step.step_type,
|
|
"description": content.get("text", ""),
|
|
}
|
|
if step.selected_option:
|
|
entry["response"] = step.selected_option
|
|
elif step.free_text_input:
|
|
entry["response"] = step.free_text_input
|
|
elif step.was_skipped:
|
|
entry["response"] = "Skipped"
|
|
if step.action_result:
|
|
entry["action_result"] = step.action_result
|
|
steps_tried.append(entry)
|
|
|
|
return {
|
|
"problem_summary": session.problem_summary,
|
|
"problem_domain": session.problem_domain,
|
|
"intake_content": session.intake_content,
|
|
"confidence_at_escalation": session.confidence_score,
|
|
"steps_tried": steps_tried,
|
|
"escalation_reason": session.escalation_reason,
|
|
}
|