Files
resolutionflow/frontend/src/api/integrations.ts
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

46 lines
3.2 KiB
TypeScript

import { apiClient } from './client'
import type { PsaConnectionResponse, PsaConnectionCreate, PsaConnectionUpdate, PsaConnectionTestResponse } from '@/types'
import type { TicketLinkResponse, PSATicketSearchResult, PSATicketInfo, PSATicketStatusItem, PsaPreviewResponse, PsaPostResponse, PsaPostLogEntry, PsaMemberResponse, PsaMemberMappingResponse, AutoMatchResult, FlowpilotSettings } from '@/types/integrations'
export const integrationsApi = {
getConnection: () =>
apiClient.get<PsaConnectionResponse | null>('/integrations/psa/connections').then(r => r.data),
createConnection: (data: PsaConnectionCreate) =>
apiClient.post<PsaConnectionResponse>('/integrations/psa/connections', data).then(r => r.data),
updateConnection: (id: string, data: PsaConnectionUpdate) =>
apiClient.put<PsaConnectionResponse>(`/integrations/psa/connections/${id}`, data).then(r => r.data),
deleteConnection: (id: string) =>
apiClient.delete(`/integrations/psa/connections/${id}`),
testConnection: (id: string) =>
apiClient.post<PsaConnectionTestResponse>(`/integrations/psa/connections/${id}/test`).then(r => r.data),
searchTickets: (params: { query?: string; board_id?: number; include_closed?: boolean }) =>
apiClient.get<PSATicketSearchResult[]>('/integrations/psa/tickets/search', { params }).then(r => r.data),
getTicket: (id: string) =>
apiClient.get<PSATicketInfo>(`/integrations/psa/tickets/${id}`).then(r => r.data),
getTicketStatuses: (ticketId: string) =>
apiClient.get<PSATicketStatusItem[]>(`/integrations/psa/tickets/${ticketId}/statuses`).then(r => r.data),
listMembers: () =>
apiClient.get<PsaMemberResponse[]>('/integrations/psa/members').then(r => r.data),
getMemberMappings: () =>
apiClient.get<PsaMemberMappingResponse[]>('/integrations/psa/member-mappings').then(r => r.data),
saveMemberMappings: (mappings: { user_id: string; external_member_id: string; external_member_name: string }[]) =>
apiClient.post<PsaMemberMappingResponse[]>('/integrations/psa/member-mappings', mappings).then(r => r.data),
autoMatchMembers: () =>
apiClient.post<AutoMatchResult>('/integrations/psa/member-mappings/auto-match').then(r => r.data),
getFlowpilotSettings: (connectionId: string) =>
apiClient.get<FlowpilotSettings>(`/integrations/psa/connections/${connectionId}/flowpilot-settings`).then(r => r.data),
updateFlowpilotSettings: (connectionId: string, data: Partial<FlowpilotSettings>) =>
apiClient.put<FlowpilotSettings>(`/integrations/psa/connections/${connectionId}/flowpilot-settings`, data).then(r => r.data),
}
export const sessionPsaApi = {
linkTicket: (sessionId: string, psaTicketId: string | null) =>
apiClient.patch<TicketLinkResponse>(`/sessions/${sessionId}/ticket-link`, { psa_ticket_id: psaTicketId }).then(r => r.data),
getPostPreview: (sessionId: string) =>
apiClient.get<PsaPreviewResponse>(`/sessions/${sessionId}/psa-post/preview`).then(r => r.data),
postToTicket: (sessionId: string, data: { note_type: string; content: string; update_status_id?: number }) =>
apiClient.post<PsaPostResponse>(`/sessions/${sessionId}/psa-post`, data).then(r => r.data),
getPostHistory: (sessionId: string) =>
apiClient.get<PsaPostLogEntry[]>(`/sessions/${sessionId}/psa-posts`).then(r => r.data),
}