Files
resolutionflow/backend/app/models/psa_connection.py
chihlasm bbe590bfec feat(ai-session): add Phase 2 PSA integration, escalation handoff, and session management
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>
2026-03-19 01:30:05 +00:00

53 lines
2.0 KiB
Python

"""PSA connection model — one per account."""
import uuid
from datetime import datetime, timezone
from typing import Optional, Any
from sqlalchemy import String, DateTime, Boolean, Text, ForeignKey
from sqlalchemy.orm import Mapped, mapped_column, relationship
from sqlalchemy.dialects.postgresql import UUID, JSONB
from app.core.database import Base
class PsaConnection(Base):
__tablename__ = "psa_connections"
id: Mapped[uuid.UUID] = mapped_column(
UUID(as_uuid=True), primary_key=True, default=uuid.uuid4
)
account_id: Mapped[uuid.UUID] = mapped_column(
UUID(as_uuid=True),
ForeignKey("accounts.id", ondelete="CASCADE"),
nullable=False,
unique=True,
index=True,
)
provider: Mapped[str] = mapped_column(String(50), nullable=False)
display_name: Mapped[str] = mapped_column(String(100), nullable=False)
site_url: Mapped[str] = mapped_column(String(255), nullable=False)
company_id: Mapped[str] = mapped_column(String(100), nullable=False)
credentials_encrypted: Mapped[str] = mapped_column(Text, nullable=False)
is_active: Mapped[bool] = mapped_column(Boolean, nullable=False, default=True)
last_validated_at: Mapped[Optional[datetime]] = mapped_column(
DateTime(timezone=True), nullable=True
)
created_at: Mapped[datetime] = mapped_column(
DateTime(timezone=True),
nullable=False,
default=lambda: datetime.now(timezone.utc),
)
updated_at: Mapped[datetime] = mapped_column(
DateTime(timezone=True),
nullable=False,
default=lambda: datetime.now(timezone.utc),
onupdate=lambda: datetime.now(timezone.utc),
)
flowpilot_settings: Mapped[Optional[dict[str, Any]]] = mapped_column(
JSONB, nullable=True, server_default="{}",
comment="FlowPilot-specific settings: auto_push, time_rounding, note_visibility, etc.",
)
# Relationships
account = relationship("Account", back_populates="psa_connection")