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resolutionflow/backend/app/services/escalation_package_generator.py
Michael Chihlas 8fd2c1bac6
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feat(pilot): Phase 4 — Resolve + Escalate PSA writebacks with status verification
Wires the preview popover's Confirm & post action to ConnectWise (and,
via the provider pattern, any future PSA). Adds the parallel Escalate
flow with the handoff-oriented five-section markdown. Sessions without a
linked PSA ticket resolve/escalate locally — markdown stored, status
flipped, nothing posted externally.

Backend:
- EscalationPackageGeneratorService: Sonnet, five sections (Problem /
  What we've confirmed / What we've tried / Current hypothesis /
  Suggested next steps). Shares the preview_cache with a separate KIND
  so Resolve and Escalate previews for the same state coexist.
- PSAWritebackService: post_resolution_note (RESOLUTION note type,
  customer-visible), post_escalation_package (INTERNAL_ANALYSIS,
  handoff for the next engineer only), transition_ticket_status with
  mandatory re-fetch verification. PSAStatusVerificationError surfaces
  loudly when CW silently rejects a status change — the
  ConnectWise anti-pattern CLAUDE.md flags.
- Endpoints:
  * POST /ai-sessions/{id}/escalation-package/preview
  * POST /ai-sessions/{id}/resolution-note/post
  * POST /ai-sessions/{id}/escalation-package/post
  Outcomes: "resolved" / "escalated" with external_id + verified status,
  "resolved_local" / "escalated_local" when no PSA linked.
- Target CW status IDs live in account_settings.preferences
  (cw_resolved_status_id, cw_escalated_status_id). When unset, the post
  proceeds without a status transition — response includes a
  status_transition_skipped_reason rather than silently erroring.
- 7 tests: local-only path, PSA happy path with verified transition,
  status verification failure → 502, skipped transition when
  unconfigured, 409 on already-resolved re-post, escalate parallel path,
  internal-analysis note type enforced.

Frontend:
- ResolutionNotePreview now kind-parameterized ('resolve' | 'escalate')
  with inline edit + Confirm & post. Preview loads from the matching
  backend endpoint; posting calls the matching endpoint; outcome toast
  surfaces the verified CW status or the local-only result.
- AssistantChatPage: previewKind state replaces previewOpen; two toggle
  buttons (Preview Resolve note / Escalate instead) in the lane's bottom
  slot. handleConfirmPost dispatches by kind.

Verified 2026-04-22:
- Local-only Resolve + Escalate round-trip against the dev stack.
- Live Sonnet escalation-package preview; cache hit on repeat call
  with no state change (separate cache kind from resolution-note).
- PSA post + status-verification paths covered by mocked-provider pytest
  cases. Live CW round-trip pending a test CW instance.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-21 23:54:54 -04:00

278 lines
11 KiB
Python

"""EscalationPackageGeneratorService — drafts the handoff package for a session.
Parallel to ResolutionNoteGeneratorService but oriented around handoff to
another engineer instead of closing the ticket. The output markdown follows
FLOWPILOT-MIGRATION.md Section 6.3:
## Problem
## What we've confirmed
## What we've tried
## Current hypothesis
## Suggested next steps
Same caching story as resolution-note previews: keyed on
`(session_id, ai_sessions.state_version)` via `preview_cache`, invalidated by
any fact / suggested-fix / script-generation write.
Model: Sonnet (`escalation_package` action tier per Section 6.6). MCP off.
"""
from __future__ import annotations
import logging
from typing import Any
from uuid import UUID
from sqlalchemy import select
from sqlalchemy.ext.asyncio import AsyncSession
from app.core.ai_provider import get_ai_provider
from app.core.config import settings
from app.models.ai_session import AISession
from app.models.script_template import ScriptGeneration, ScriptTemplate
from app.models.session_fact import SessionFact
from app.models.session_suggested_fix import SessionSuggestedFix
from app.services.preview_cache import preview_cache
from app.services.script_template_engine import ScriptTemplateEngine
logger = logging.getLogger(__name__)
_ESCALATION_SYSTEM_PROMPT = """\
You produce structured escalation handoff packages for an MSP troubleshooting \
platform. The package is read by the next engineer picking up the ticket; it \
must give them a running start without making them re-read the chat transcript.
Output exactly this markdown structure, no preamble, no closing remarks, no \
extra headings:
## Problem
<one short paragraph stating the issue the first engineer was working on, \
past tense, no hedging. Derived from the session's intake/title and incident \
header.>
## What we've confirmed
<bulleted list of facts from the "What we know" section, each a short line. \
If there are no facts, write "Nothing confirmed yet." and continue.>
## What we've tried
<bulleted list of diagnostic checks run (from the [diagnostic_check] facts) \
and scripts generated during the session. State what each revealed or did, \
not what was attempted without an outcome. If nothing has been tried, write \
"No diagnostic actions run yet." and continue.>
## Current hypothesis
<one short paragraph naming the active suggested fix and its confidence. If \
confidence is below 60% or there is no active fix, say so plainly: "No leading \
hypothesis yet — symptoms are still being narrowed.">
## Suggested next steps
<bulleted list of 2-4 concrete next actions the receiving engineer should \
take. Prefer specifics: commands to run, tickets to check, people to contact. \
Derive from the gap between confirmed facts and a complete resolution. If the \
active suggested fix is high confidence (>80%), the first bullet is "Try the \
suggested fix: <title>.">
Strict rules:
- Use ONLY the input I provide. Never invent command names, KB articles, or \
configuration specifics that aren't in the input.
- Do not include placeholder text like "TBD" or empty bullets.
- Do not include the engineer's name, the AI's name, session IDs, or the \
chat transcript verbatim.
- Markdown headings exactly as shown (## level), no bolding.
- The tone is a peer handing off to a peer, not a status report.
"""
class EscalationPackageGeneratorService:
"""Generates and caches the five-section Escalate handoff markdown."""
KIND = "escalation_package"
def __init__(self, db: AsyncSession) -> None:
self.db = db
async def generate_or_get_cached(
self, session_id: UUID, *, force: bool = False,
) -> dict[str, Any]:
session = await self._load_session(session_id)
cached = preview_cache.get(self.KIND, session.id, session.state_version) if not force else None
if cached is not None:
return {**cached, "from_cache": True}
markdown = await self._render(session)
target = self._target_ticket_ref(session)
payload = {
"markdown": markdown,
"target_ticket_ref": target,
"state_version": session.state_version,
}
preview_cache.set(self.KIND, session.id, session.state_version, payload)
return {**payload, "from_cache": False}
# ── Internals (parallel to ResolutionNoteGenerator) ───────────────────
async def _load_session(self, session_id: UUID) -> AISession:
result = await self.db.execute(
select(AISession).where(AISession.id == session_id)
)
session = result.scalar_one_or_none()
if session is None:
raise ValueError(f"Session {session_id} not found")
return session
async def _render(self, session: AISession) -> str:
facts = await self._load_facts(session.id)
active_fix = await self._load_active_fix(session.id)
gens = await self._load_redacted_generations(session.id)
bundle = self._build_input_bundle(session, facts, active_fix, gens)
model = settings.get_model_for_action("escalation_package")
provider = get_ai_provider(model=model)
system_blocks: list[dict[str, Any]] = [
{
"type": "text",
"text": _ESCALATION_SYSTEM_PROMPT,
"cache_control": {"type": "ephemeral"},
# cacheable: identical across every escalation-package preview call
},
]
try:
text, _in, _out = await provider.generate_text(
system_prompt=system_blocks,
messages=[{"role": "user", "content": bundle}],
max_tokens=1400,
)
except Exception:
logger.exception("Escalation package generation failed for session %s", session.id)
raise
return text.strip()
async def _load_facts(self, session_id: UUID) -> list[SessionFact]:
result = await self.db.execute(
select(SessionFact)
.where(
SessionFact.session_id == session_id,
SessionFact.deleted_at.is_(None),
)
.order_by(SessionFact.created_at.asc())
)
return list(result.scalars().all())
async def _load_active_fix(self, session_id: UUID) -> SessionSuggestedFix | None:
result = await self.db.execute(
select(SessionSuggestedFix)
.where(
SessionSuggestedFix.session_id == session_id,
SessionSuggestedFix.superseded_at.is_(None),
)
.order_by(SessionSuggestedFix.created_at.desc())
)
return result.scalars().first()
async def _load_redacted_generations(
self, session_id: UUID
) -> list[dict[str, Any]]:
result = await self.db.execute(
select(ScriptGeneration)
.where(ScriptGeneration.ai_session_id == session_id)
.order_by(ScriptGeneration.created_at.asc())
)
gens = list(result.scalars().all())
if not gens:
return []
template_ids = {g.template_id for g in gens}
tpl_result = await self.db.execute(
select(ScriptTemplate).where(ScriptTemplate.id.in_(template_ids))
)
templates_by_id = {t.id: t for t in tpl_result.scalars().all()}
engine = ScriptTemplateEngine()
out: list[dict[str, Any]] = []
for g in gens:
tpl = templates_by_id.get(g.template_id)
sensitive_keys: set[str] = set()
schema = (tpl.parameters_schema if tpl else {}) or {}
params = schema.get("parameters") if isinstance(schema, dict) else None
if isinstance(params, list):
for p in params:
if isinstance(p, dict) and p.get("field_type") == "password":
k = p.get("key") or p.get("variable_name")
if isinstance(k, str):
sensitive_keys.add(k)
redacted_params = engine.redact_sensitive(g.parameters_used or {}, sensitive_keys)
out.append({
"template_name": tpl.name if tpl else "(unknown template)",
"template_slug": tpl.slug if tpl else None,
"parameters_used": redacted_params,
"created_at": g.created_at.isoformat(),
})
return out
@staticmethod
def _target_ticket_ref(session: AISession) -> str | None:
if not session.psa_ticket_id:
return None
return f"CW #{session.psa_ticket_id}"
@staticmethod
def _build_input_bundle(
session: AISession,
facts: list[SessionFact],
active_fix: SessionSuggestedFix | None,
generations: list[dict[str, Any]],
) -> str:
lines: list[str] = []
lines.append("# Session context")
lines.append(f"Title: {session.title or '(untitled)'}")
if session.problem_summary:
lines.append(f"Problem summary: {session.problem_summary}")
if session.problem_domain:
lines.append(f"Domain: {session.problem_domain}")
intake_text = (session.intake_content or {}).get("text") if isinstance(session.intake_content, dict) else None
if intake_text:
lines.append(f"Intake message: {intake_text}")
if session.psa_ticket_id:
lines.append(f"Linked PSA ticket: CW #{session.psa_ticket_id}")
lines.append("")
lines.append("# Confirmed facts (What we know)")
if not facts:
lines.append("(none)")
else:
for f in facts:
tag = f.source_type
summary = f"{f.source_summary}" if f.source_summary else ""
lines.append(f"- [{tag}] {f.text}{summary}")
lines.append("")
lines.append("# Diagnostic checks run during the session")
check_facts = [f for f in facts if f.source_type == "diagnostic_check"]
if not check_facts and not generations:
lines.append("(none)")
else:
for f in check_facts:
lines.append(f"- {f.text}")
for g in generations:
lines.append(f"- Ran script {g['template_name']} (slug={g['template_slug']})")
if g["parameters_used"]:
lines.append(f" parameters: {g['parameters_used']}")
lines.append("")
lines.append("# Active suggested fix (current hypothesis)")
if active_fix is None:
lines.append("(no active suggested fix)")
else:
lines.append(f"Title: {active_fix.title}")
lines.append(f"Confidence: {active_fix.confidence_pct}%")
lines.append(f"Description: {active_fix.description}")
lines.append("")
lines.append(
"Produce the five-section escalation handoff now. Use only the input above."
)
return "\n".join(lines)