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>
36 lines
1.0 KiB
Python
36 lines
1.0 KiB
Python
"""add requesting_escalation status
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Revision ID: cc3201489b72
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Revises: bb2101378a61
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Create Date: 2026-03-18 23:30:00.000000
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"""
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from typing import Sequence, Union
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from alembic import op
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# revision identifiers, used by Alembic.
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revision: str = 'cc3201489b72'
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down_revision: Union[str, None] = 'bb2101378a61'
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branch_labels: Union[str, Sequence[str], None] = None
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depends_on: Union[str, Sequence[str], None] = None
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def upgrade() -> None:
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# Drop old status constraint and recreate with new values
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op.drop_constraint('ck_ai_sessions_status', 'ai_sessions', type_='check')
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op.create_check_constraint(
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'ck_ai_sessions_status',
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'ai_sessions',
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"status IN ('active', 'paused', 'resolved', 'escalated', 'requesting_escalation', 'abandoned')",
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)
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def downgrade() -> None:
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op.drop_constraint('ck_ai_sessions_status', 'ai_sessions', type_='check')
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op.create_check_constraint(
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'ck_ai_sessions_status',
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'ai_sessions',
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"status IN ('active', 'paused', 'resolved', 'escalated', 'abandoned')",
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)
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