chihlasm
bbe590bfec
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>
79 lines
2.5 KiB
Python
79 lines
2.5 KiB
Python
"""phase2 psa flowpilot integration
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Revision ID: bb2101378a61
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Revises: f1a2b3c4d5e6
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Create Date: 2026-03-18 23:05:01.099910
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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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import sqlalchemy as sa
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from sqlalchemy.dialects import postgresql
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# revision identifiers, used by Alembic.
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revision: str = 'bb2101378a61'
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down_revision: Union[str, None] = 'f1a2b3c4d5e6'
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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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# 1. Add flowpilot_settings JSONB to psa_connections
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op.add_column('psa_connections', sa.Column(
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'flowpilot_settings',
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postgresql.JSONB(astext_type=sa.Text()),
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nullable=True,
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server_default='{}',
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comment='FlowPilot-specific settings: auto_push, time_rounding, note_visibility, etc.',
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))
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# 2. Add ai_session_id FK to psa_post_log
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op.add_column('psa_post_log', sa.Column(
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'ai_session_id',
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sa.Uuid(),
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nullable=True,
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comment='FK to AI sessions (Phase 2). Original session_id FK remains for legacy sessions.',
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))
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op.create_index(
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op.f('ix_psa_post_log_ai_session_id'),
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'psa_post_log',
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['ai_session_id'],
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)
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op.create_foreign_key(
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'fk_psa_post_log_ai_session_id',
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'psa_post_log',
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'ai_sessions',
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['ai_session_id'],
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['id'],
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ondelete='CASCADE',
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)
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# 3. Make original session_id nullable (was NOT NULL — legacy sessions only)
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op.alter_column('psa_post_log', 'session_id', nullable=True)
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# 4. Add retry_count and next_retry_at for automatic retries
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op.add_column('psa_post_log', sa.Column(
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'retry_count',
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sa.Integer(),
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nullable=False,
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server_default='0',
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comment='Number of retry attempts for failed PSA pushes',
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))
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op.add_column('psa_post_log', sa.Column(
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'next_retry_at',
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sa.DateTime(timezone=True),
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nullable=True,
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comment='When to attempt the next retry',
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))
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def downgrade() -> None:
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op.drop_column('psa_post_log', 'next_retry_at')
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op.drop_column('psa_post_log', 'retry_count')
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op.alter_column('psa_post_log', 'session_id', nullable=False)
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op.drop_constraint('fk_psa_post_log_ai_session_id', 'psa_post_log', type_='foreignkey')
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op.drop_index(op.f('ix_psa_post_log_ai_session_id'), table_name='psa_post_log')
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op.drop_column('psa_post_log', 'ai_session_id')
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op.drop_column('psa_connections', 'flowpilot_settings')
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