Files
resolutionflow/backend
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
..

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