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resolutionflow/backend
Michael Chihlas 8fd2c1bac6
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feat(pilot): Phase 4 — Resolve + Escalate PSA writebacks with status verification
Wires the preview popover's Confirm & post action to ConnectWise (and,
via the provider pattern, any future PSA). Adds the parallel Escalate
flow with the handoff-oriented five-section markdown. Sessions without a
linked PSA ticket resolve/escalate locally — markdown stored, status
flipped, nothing posted externally.

Backend:
- EscalationPackageGeneratorService: Sonnet, five sections (Problem /
  What we've confirmed / What we've tried / Current hypothesis /
  Suggested next steps). Shares the preview_cache with a separate KIND
  so Resolve and Escalate previews for the same state coexist.
- PSAWritebackService: post_resolution_note (RESOLUTION note type,
  customer-visible), post_escalation_package (INTERNAL_ANALYSIS,
  handoff for the next engineer only), transition_ticket_status with
  mandatory re-fetch verification. PSAStatusVerificationError surfaces
  loudly when CW silently rejects a status change — the
  ConnectWise anti-pattern CLAUDE.md flags.
- Endpoints:
  * POST /ai-sessions/{id}/escalation-package/preview
  * POST /ai-sessions/{id}/resolution-note/post
  * POST /ai-sessions/{id}/escalation-package/post
  Outcomes: "resolved" / "escalated" with external_id + verified status,
  "resolved_local" / "escalated_local" when no PSA linked.
- Target CW status IDs live in account_settings.preferences
  (cw_resolved_status_id, cw_escalated_status_id). When unset, the post
  proceeds without a status transition — response includes a
  status_transition_skipped_reason rather than silently erroring.
- 7 tests: local-only path, PSA happy path with verified transition,
  status verification failure → 502, skipped transition when
  unconfigured, 409 on already-resolved re-post, escalate parallel path,
  internal-analysis note type enforced.

Frontend:
- ResolutionNotePreview now kind-parameterized ('resolve' | 'escalate')
  with inline edit + Confirm & post. Preview loads from the matching
  backend endpoint; posting calls the matching endpoint; outcome toast
  surfaces the verified CW status or the local-only result.
- AssistantChatPage: previewKind state replaces previewOpen; two toggle
  buttons (Preview Resolve note / Escalate instead) in the lane's bottom
  slot. handleConfirmPost dispatches by kind.

Verified 2026-04-22:
- Local-only Resolve + Escalate round-trip against the dev stack.
- Live Sonnet escalation-package preview; cache hit on repeat call
  with no state change (separate cache kind from resolution-note).
- PSA post + status-verification paths covered by mocked-provider pytest
  cases. Live CW round-trip pending a test CW instance.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-21 23:54:54 -04:00
..

Troubleshooting Decision Tree - Backend API

FastAPI backend for the Troubleshooting Decision Tree application.

Quick Start

1. Set up Python environment

cd backend
python -m venv venv

# Windows
venv\Scripts\activate

# macOS/Linux
source venv/bin/activate

pip install -r requirements.txt

2. Start PostgreSQL database

Using Docker:

docker-compose up -d

Or install PostgreSQL locally and create a database:

CREATE DATABASE decision_tree;

3. Configure environment

Copy the example env file and update as needed:

cp .env.example .env

4. Run database migrations

alembic upgrade head

5. Start the server

uvicorn app.main:app --reload --host 0.0.0.0 --port 8000

The API will be available at:

API Endpoints

Authentication

  • POST /api/v1/auth/register - Register new user
  • POST /api/v1/auth/login - Login (form data)
  • POST /api/v1/auth/login/json - Login (JSON body)
  • POST /api/v1/auth/refresh - Refresh token
  • GET /api/v1/auth/me - Get current user
  • POST /api/v1/auth/logout - Logout

Trees

  • GET /api/v1/trees - List all trees
  • GET /api/v1/trees/categories - List categories
  • GET /api/v1/trees/search?q=query - Search trees
  • GET /api/v1/trees/{id} - Get specific tree
  • POST /api/v1/trees - Create tree (engineer/admin)
  • PUT /api/v1/trees/{id} - Update tree (engineer/admin)
  • DELETE /api/v1/trees/{id} - Delete tree (admin)

Sessions

  • GET /api/v1/sessions - List user's sessions
  • GET /api/v1/sessions/{id} - Get specific session
  • POST /api/v1/sessions - Start new session
  • PUT /api/v1/sessions/{id} - Update session
  • POST /api/v1/sessions/{id}/complete - Complete session
  • POST /api/v1/sessions/{id}/export - Export session

Development

Create new migration

alembic revision --autogenerate -m "description"

Run migrations

alembic upgrade head

Rollback migration

alembic downgrade -1

Project Structure

backend/
├── alembic/              # Database migrations
│   └── versions/
├── app/
│   ├── api/
│   │   ├── endpoints/    # API route handlers
│   │   ├── deps.py       # Dependencies (auth, etc.)
│   │   └── router.py     # Main router
│   ├── core/
│   │   ├── config.py     # Settings
│   │   ├── database.py   # DB connection
│   │   └── security.py   # JWT, password hashing
│   ├── models/           # SQLAlchemy models
│   ├── schemas/          # Pydantic schemas
│   └── main.py           # FastAPI app
├── tests/
├── alembic.ini
├── docker-compose.yml
├── requirements.txt
└── README.md