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>
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: http://localhost:8000
- Docs: http://localhost:8000/api/docs
- ReDoc: http://localhost:8000/api/redoc
API Endpoints
Authentication
POST /api/v1/auth/register- Register new userPOST /api/v1/auth/login- Login (form data)POST /api/v1/auth/login/json- Login (JSON body)POST /api/v1/auth/refresh- Refresh tokenGET /api/v1/auth/me- Get current userPOST /api/v1/auth/logout- Logout
Trees
GET /api/v1/trees- List all treesGET /api/v1/trees/categories- List categoriesGET /api/v1/trees/search?q=query- Search treesGET /api/v1/trees/{id}- Get specific treePOST /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 sessionsGET /api/v1/sessions/{id}- Get specific sessionPOST /api/v1/sessions- Start new sessionPUT /api/v1/sessions/{id}- Update sessionPOST /api/v1/sessions/{id}/complete- Complete sessionPOST /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