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

..

accounts.ts

feat: Slate & Ice Modern aesthetic redesign (#94)

2026-03-04 20:44:25 -05:00

admin.ts

feat: AI chat conclusion + survey completion & management (#95)

2026-03-05 22:43:02 -05:00

aiBuilder.ts

feat: AI-assisted flow builder with 4-stage wizard (#87)

2026-02-23 00:03:54 -05:00

aiSessions.ts

feat(ai-session): add Phase 2 PSA integration, escalation handoff, and session management

2026-03-19 01:30:05 +00:00

analytics.ts

feat: analytics dashboards & two-tier feedback system (#78)

2026-02-16 15:23:14 -05:00

assistantChat.ts

feat: AI chat conclusion + survey completion & management (#95)

2026-03-05 22:43:02 -05:00

auth.ts

feat: Slate & Ice Modern aesthetic redesign (#94)

2026-03-04 20:44:25 -05:00

branding.ts

feat: add supporting data capture, PDF export, and branding settings UI

2026-03-17 02:03:40 -04:00

categories.ts

feat: update frontend for account-based subscriptions

2026-02-07 02:39:15 -05:00

client.ts

fix: race condition hardening across auth, counters, and data fetching (#102)

2026-03-10 01:57:22 -04:00

copilot.ts

feat: Slate & Ice Modern aesthetic redesign (#94)

2026-03-04 20:44:25 -05:00

editorAI.ts

feat: flow export/import + procedural Flow Assist (#96)

2026-03-07 15:51:37 -05:00

feedback.ts

feat: add feedback API client

2026-02-18 17:58:05 -05:00

flowTransfer.ts

feat: flow export/import + procedural Flow Assist (#96)

2026-03-07 15:51:37 -05:00

folders.ts

Add tree organization system with categories, tags, and folders

2026-02-02 01:31:13 -05:00

index.ts

feat(ai-session): add FlowPilot AI-powered troubleshooting sessions

2026-03-18 14:27:36 +00:00

integrations.ts

feat(ai-session): add Phase 2 PSA integration, escalation handoff, and session management

2026-03-19 01:30:05 +00:00

invite.ts

Add invite code registration system for beta

2026-02-01 00:08:06 -05:00

kbAccelerator.ts

feat: KB Accelerator — convert KB articles into interactive flows

2026-03-10 20:56:28 -04:00

maintenanceSchedules.ts

feat: maintenance flows frontend foundation - types, API clients, sidebar, library filter

2026-02-17 14:06:36 -05:00

onboarding.ts

feat: add onboarding checklist widget to dashboard

2026-03-17 01:40:32 -04:00

psaContext.ts

feat: command palette, PSA ticket context, session-to-flow converter (#108)

2026-03-16 13:39:17 -04:00

scripts.ts

feat: Script Generator Phase 1+2 — backend, engine, API, frontend, template editor, parameter detector

2026-03-14 20:18:59 -04:00

sessions.test.ts

feat: session sharing frontend (#76)

2026-02-14 23:08:17 -05:00

sessions.ts

feat: sidebar redesign — activity feed, grouped nav, AI split (#107)

2026-03-16 01:35:16 -04:00

sessionToFlow.ts

feat: command palette, PSA ticket context, session-to-flow converter (#108)

2026-03-16 13:39:17 -04:00

sidebar.ts

feat: sidebar redesign — activity feed, grouped nav, AI split (#107)

2026-03-16 01:35:16 -04:00

stepCategories.ts

feat: implement My Trees, admin UI, rating modal, and bundle optimization (Issues #15, #18, #19, #31)

2026-02-07 23:06:46 -05:00

steps.ts

feat: Add custom step continuation flow with save/use/branch options

2026-02-03 20:53:48 -05:00

supportingData.ts

feat: add supporting data capture, PDF export, and branding settings UI

2026-03-17 02:03:40 -04:00

tags.ts

feat: update frontend for account-based subscriptions

2026-02-07 02:39:15 -05:00

targetLists.ts

feat: maintenance flows frontend foundation - types, API clients, sidebar, library filter

2026-02-17 14:06:36 -05:00

treeMarkdown.ts

feat: add dual-mode tree editor with Code Mode, variables, and markdown sync

2026-02-10 09:45:26 -05:00

trees.ts

feat: add AI auto-fix UI — types, API client, ValidationSummary button, review modal, and TreeEditorPage wiring

2026-02-26 17:29:53 -05:00