Files
resolutionflow/backend/app/api/endpoints/l1.py
Michael Chihlas 633a208742 feat(l1): intake dispatch via match_or_build + next-node + escalations endpoints
- /intake now runs match_or_build (matched/suggest/out_of_scope/build); build
  seeds the classified category as a hidden meta walked_path entry, matched starts
  a flow session, suggest/out_of_scope return prompt data with no session.
- New POST /sessions/{id}/next-node (threads node_text to advance_ai_build) and
  GET /escalations (engineer-or-above) for the handoff queue.
- New IntakeResponse(outcome=...)/NextNodeRequest/NextNodeResponse schemas and
  require_account_owner_or_admin dep.
- Reconcile Phase-1 intake tests to the new contract (mock match_or_build); add
  test_l1_api_ai_build.py covering build/out_of_scope/suggest/next-node/escalations.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-30 03:54:23 -04:00

312 lines
10 KiB
Python

"""L1 Workspace endpoints (Phase 1).
PSA-merge queue support + AI build path are deferred to Phase 2.
"""
from typing import Annotated, Optional
from uuid import UUID
from fastapi import APIRouter, Depends, HTTPException, status as http_status
from sqlalchemy import select
from sqlalchemy.ext.asyncio import AsyncSession
from app.api.deps import get_db, require_engineer_or_admin, require_l1_or_coverage
from app.models.l1_walk_session import L1WalkSession
from app.models.user import User
from app.schemas.l1 import (
EscalateRequest,
EscalateWithoutWalkRequest,
IntakeRequest,
IntakeResponse,
NextNodeRequest,
NextNodeResponse,
NotesRequest,
QueueRow,
ResolveRequest,
StepRequest,
WalkSessionResponse,
)
from app.services import internal_ticket_service, l1_session_service, match_or_build
router = APIRouter(prefix="/l1", tags=["l1"])
def _to_response(session: L1WalkSession) -> WalkSessionResponse:
return WalkSessionResponse(
id=session.id,
session_kind=session.session_kind,
flow_id=session.flow_id,
flow_proposal_id=session.flow_proposal_id,
current_node_id=session.current_node_id,
walked_path=session.walked_path or [],
walk_notes=session.walk_notes or [],
status=session.status,
started_at=session.started_at,
last_step_at=session.last_step_at,
resolved_at=session.resolved_at,
)
async def _get_session_or_404(
db: AsyncSession, session_id: UUID, user: User
) -> L1WalkSession:
"""Fetch a session by id, scoped to the caller's account.
Phase 1 policy (per spec §7.9): sessions are account-scoped, not
user-scoped. Any L1 or coverage engineer in the same account can
step/note/resolve/escalate any session — supports team coverage
(e.g., L1 hands off mid-shift; coverage engineer takes over a call).
For a stricter "creator-only" policy, add
``created_by_user_id == user.id`` here.
"""
session = await db.get(L1WalkSession, session_id)
if session is None or session.account_id != user.account_id:
raise HTTPException(
status_code=http_status.HTTP_404_NOT_FOUND,
detail="Session not found",
)
return session
@router.post("/intake", response_model=IntakeResponse)
async def intake(
payload: IntakeRequest,
db: Annotated[AsyncSession, Depends(get_db)],
user: Annotated[User, Depends(require_l1_or_coverage)],
):
"""L1 intake (Phase 2A): match a published flow, else gate + build.
Runs the match_or_build orchestrator. Outcomes:
- matched → create ticket + flow session, walk the published flow.
- build → create ticket + ai_build session (category persisted as a hidden
meta entry on walked_path for /next-node), walk an AI-built tree.
- suggest → near-miss prompt; no session created.
- out_of_scope → category disabled/unknown; no session created.
"""
result = await match_or_build.match_or_build(
user.account_id,
payload.problem_statement,
None,
ticket_ref="",
db=db,
force_build=payload.force_build,
)
outcome = result["outcome"]
if outcome in ("suggest", "out_of_scope"):
await db.commit()
return IntakeResponse(
outcome=outcome,
near_miss=result.get("near_miss"),
category=result.get("category"),
)
# matched OR build → create a ticket and a session
ticket = await internal_ticket_service.create_ticket(
db,
account_id=user.account_id,
created_by_user_id=user.id,
problem_statement=payload.problem_statement,
customer_name=payload.customer_name,
customer_contact=payload.customer_contact,
)
if outcome == "matched":
session = await l1_session_service.start_flow_session(
db,
account_id=user.account_id,
user=user,
flow_id=UUID(result["flow_id"]),
ticket_id=str(ticket.id),
ticket_kind="internal",
)
else: # build
session = await l1_session_service.start_ai_build_session(
db,
account_id=user.account_id,
user=user,
ticket_id=str(ticket.id),
ticket_kind="internal",
)
# Persist the classified category as a hidden meta entry so /next-node
# can recover it (no dedicated column; ai_tree_builder skips meta entries).
session.walked_path = [
{"node_type": "meta", "category": result.get("category", "unknown")}
]
await db.flush()
await db.commit()
return IntakeResponse(
outcome=outcome,
session_id=session.id,
session_kind=session.session_kind,
ticket_id=str(ticket.id),
ticket_kind="internal",
flow_id=UUID(result["flow_id"]) if outcome == "matched" else None,
)
@router.get("/queue", response_model=list[QueueRow])
async def queue(
db: Annotated[AsyncSession, Depends(get_db)],
user: Annotated[User, Depends(require_l1_or_coverage)],
status_filter: Optional[str] = None,
limit: int = 50,
):
"""Phase 1 queue: internal tickets only. PSA-fed rows in Phase 2."""
tickets = await internal_ticket_service.list_tickets_for_account(
db,
account_id=user.account_id,
status=status_filter,
limit=limit,
)
return [
QueueRow(
ticket_id=str(t.id),
ticket_kind="internal",
problem_statement=t.problem_statement,
customer_name=t.customer_name,
status=t.status,
created_at=t.created_at,
)
for t in tickets
]
@router.get("/sessions/active", response_model=list[WalkSessionResponse])
async def list_active_sessions(
db: Annotated[AsyncSession, Depends(get_db)],
user: Annotated[User, Depends(require_l1_or_coverage)],
):
"""The caller's currently-active sessions (for the dashboard 'Resume in progress' widget)."""
stmt = (
select(L1WalkSession)
.where(L1WalkSession.created_by_user_id == user.id)
.where(L1WalkSession.status == "active")
.order_by(L1WalkSession.last_step_at.desc())
.limit(20)
)
result = await db.execute(stmt)
return [_to_response(s) for s in result.scalars()]
@router.get("/sessions/{session_id}", response_model=WalkSessionResponse)
async def get_session(
session_id: UUID,
db: Annotated[AsyncSession, Depends(get_db)],
user: Annotated[User, Depends(require_l1_or_coverage)],
):
session = await _get_session_or_404(db, session_id, user)
return _to_response(session)
@router.post("/sessions/{session_id}/step", response_model=WalkSessionResponse)
async def post_step(
session_id: UUID,
payload: StepRequest,
db: Annotated[AsyncSession, Depends(get_db)],
user: Annotated[User, Depends(require_l1_or_coverage)],
):
await _get_session_or_404(db, session_id, user)
try:
updated = await l1_session_service.record_step(
db,
session_id=session_id,
node_id=payload.node_id,
question=payload.question,
answer=payload.answer,
note=payload.note,
)
except ValueError as exc:
raise HTTPException(status_code=http_status.HTTP_400_BAD_REQUEST, detail=str(exc))
await db.commit()
return _to_response(updated)
@router.post("/sessions/{session_id}/notes", response_model=WalkSessionResponse)
async def post_notes(
session_id: UUID,
payload: NotesRequest,
db: Annotated[AsyncSession, Depends(get_db)],
user: Annotated[User, Depends(require_l1_or_coverage)],
):
await _get_session_or_404(db, session_id, user)
try:
updated = await l1_session_service.update_notes(
db,
session_id=session_id,
notes=payload.notes,
)
except ValueError as exc:
raise HTTPException(status_code=http_status.HTTP_400_BAD_REQUEST, detail=str(exc))
await db.commit()
return _to_response(updated)
@router.post("/sessions/{session_id}/resolve", response_model=WalkSessionResponse)
async def post_resolve(
session_id: UUID,
payload: ResolveRequest,
db: Annotated[AsyncSession, Depends(get_db)],
user: Annotated[User, Depends(require_l1_or_coverage)],
):
await _get_session_or_404(db, session_id, user)
try:
updated = await l1_session_service.resolve(
db,
session_id=session_id,
helpful=payload.helpful,
resolution_notes=payload.resolution_notes,
)
except ValueError as exc:
raise HTTPException(status_code=http_status.HTTP_400_BAD_REQUEST, detail=str(exc))
await db.commit()
return _to_response(updated)
@router.post("/sessions/{session_id}/escalate", response_model=WalkSessionResponse)
async def post_escalate(
session_id: UUID,
payload: EscalateRequest,
db: Annotated[AsyncSession, Depends(get_db)],
user: Annotated[User, Depends(require_l1_or_coverage)],
):
await _get_session_or_404(db, session_id, user)
try:
updated = await l1_session_service.escalate(
db,
session_id=session_id,
reason=payload.reason or "",
reason_category=payload.reason_category,
)
except ValueError as exc:
raise HTTPException(status_code=http_status.HTTP_400_BAD_REQUEST, detail=str(exc))
await db.commit()
return _to_response(updated)
@router.post("/escalate-without-walk", response_model=WalkSessionResponse)
async def post_escalate_without_walk(
payload: EscalateWithoutWalkRequest,
db: Annotated[AsyncSession, Depends(get_db)],
user: Annotated[User, Depends(require_l1_or_coverage)],
):
ticket = await internal_ticket_service.create_ticket(
db,
account_id=user.account_id,
created_by_user_id=user.id,
problem_statement=payload.problem_statement,
customer_name=payload.customer_name,
customer_contact=payload.customer_contact,
)
session = await l1_session_service.escalate_without_walk(
db,
account_id=user.account_id,
user=user,
ticket_id=str(ticket.id),
ticket_kind="internal",
reason_category=payload.reason_category,
reason=payload.reason,
)
await db.commit()
return _to_response(session)