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>
78 lines
2.5 KiB
Python
78 lines
2.5 KiB
Python
"""Factory for instantiating PSA providers from stored connection data."""
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from __future__ import annotations
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from uuid import UUID
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from sqlalchemy import select
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from sqlalchemy.ext.asyncio import AsyncSession
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from app.models.psa_connection import PsaConnection
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from app.services.psa.base import PSAProvider
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from app.core.config import settings
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from app.services.psa.encryption import decrypt_credentials
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from app.services.psa.exceptions import PSAConnectionError
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async def get_provider_for_account(
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account_id: UUID, db: AsyncSession
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) -> PSAProvider:
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"""Look up account's PSA connection, decrypt credentials, instantiate provider."""
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result = await db.execute(
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select(PsaConnection).where(
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PsaConnection.account_id == account_id,
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PsaConnection.is_active.is_(True),
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)
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)
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connection = result.scalar_one_or_none()
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if not connection:
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raise PSAConnectionError(
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"No active PSA connection configured for this account.",
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provider="unknown",
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)
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return _instantiate_provider(connection)
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async def get_provider_for_connection(
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connection_id: UUID, db: AsyncSession
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) -> PSAProvider:
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"""Look up a specific PSA connection by ID, decrypt credentials, instantiate provider."""
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result = await db.execute(
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select(PsaConnection).where(
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PsaConnection.id == connection_id,
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PsaConnection.is_active.is_(True),
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)
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)
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connection = result.scalar_one_or_none()
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if not connection:
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raise PSAConnectionError(
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"PSA connection not found or inactive.",
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provider="unknown",
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)
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return _instantiate_provider(connection)
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def _instantiate_provider(connection: PsaConnection) -> PSAProvider:
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"""Create the appropriate provider instance from a connection record."""
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if connection.provider == "connectwise":
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from app.services.psa.connectwise.client import ConnectWiseClient
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from app.services.psa.connectwise.provider import ConnectWiseProvider
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creds = decrypt_credentials(connection.credentials_encrypted)
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client = ConnectWiseClient(
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site_url=connection.site_url,
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company_id=connection.company_id,
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public_key=creds["public_key"],
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private_key=creds["private_key"],
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client_id=settings.CW_CLIENT_ID or "",
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)
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return ConnectWiseProvider(client)
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raise PSAConnectionError(
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f"Unsupported PSA provider: {connection.provider}",
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provider=connection.provider,
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)
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