Files
resolutionflow/backend/app/schemas/psa_connection.py
chihlasm 8eb814283d fix(psa): fix time entry AttributeError and show all users in member mapping
- Fix create_time_entry() using self._client instead of self.client
- GET /member-mappings now returns all active account users, not just mapped
  ones — allows manual assignment when auto-match by email doesn't work
- PsaMemberMappingResponse mapping fields are now Optional (id, external_member_id,
  external_member_name, matched_by) to represent unmapped users
- Frontend MemberMappingTab skips null external_member_id when building
  localMappings, and derives user list from all returned entries
- Add docs/connectwise-psa-testing-checklist.md

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-14 06:09:01 +00:00

139 lines
3.6 KiB
Python

"""Pydantic schemas for PSA connection management."""
from __future__ import annotations
from datetime import datetime
from uuid import UUID
from pydantic import BaseModel, Field
class PsaConnectionCreate(BaseModel):
provider: str = Field(default="connectwise", pattern="^(connectwise|autotask)$")
display_name: str = Field(min_length=1, max_length=100)
site_url: str = Field(min_length=1, max_length=255)
company_id: str = Field(min_length=1, max_length=100)
public_key: str = Field(min_length=1)
private_key: str = Field(min_length=1)
# Note: client_id is NOT per-MSP — it's a product-level GUID from settings.CW_CLIENT_ID
class PsaConnectionUpdate(BaseModel):
display_name: str | None = None
site_url: str | None = None
company_id: str | None = None
public_key: str | None = None
private_key: str | None = None
class PsaConnectionResponse(BaseModel):
id: UUID
account_id: UUID
provider: str
display_name: str
site_url: str
company_id: str
is_active: bool
last_validated_at: datetime | None
created_at: datetime
updated_at: datetime
public_key_hint: str
private_key_hint: str
model_config = {"from_attributes": True}
class PsaConnectionTestResponse(BaseModel):
success: bool
message: str
server_version: str | None = None
# ── Ticket search & status schemas ────────────────────────────────
class PSATicketSearchResult(BaseModel):
id: str
summary: str
company_name: str | None = None
board_name: str | None = None
status_name: str | None = None
priority_name: str | None = None
closed: bool = False
class PSATicketStatusItem(BaseModel):
id: int
name: str
is_closed: bool = False
# ── PSA post (note posting) schemas ──────────────────────────────
class PsaPostRequest(BaseModel):
note_type: str = Field(pattern="^(internal_analysis|resolution|description)$")
content: str = Field(min_length=1)
update_status_id: int | None = None
class PsaPostResponse(BaseModel):
id: str
session_id: str
ticket_id: str
note_type: str
status: str
external_note_id: str | None = None
error_message: str | None = None
status_changed_from: str | None = None
status_changed_to: str | None = None
posted_at: str
class PsaPreviewResponse(BaseModel):
content: str
ticket: PSATicketSearchResult
available_statuses: list[PSATicketStatusItem]
character_count: int
previous_posts: int
class PsaPostLogResponse(BaseModel):
id: str
ticket_id: str
note_type: str
status: str
error_message: str | None = None
status_changed_from: str | None = None
status_changed_to: str | None = None
posted_at: str
content_preview: str # first 200 chars
# ── Member mapping schemas ───────────────────────────────────────
class PsaMemberMappingResponse(BaseModel):
id: str | None = None # None for users without a mapping
user_id: str
user_email: str
user_name: str
external_member_id: str | None = None
external_member_name: str | None = None
matched_by: str | None = None
class PsaMemberMappingSaveRequest(BaseModel):
user_id: str
external_member_id: str
external_member_name: str
class PsaMemberResponse(BaseModel):
id: str
identifier: str
name: str
email: str | None = None
class AutoMatchResult(BaseModel):
matched: list[PsaMemberMappingResponse]
unmatched_users: int