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>
76 lines
2.8 KiB
Python
76 lines
2.8 KiB
Python
"""Audit trail for notes posted to PSA systems."""
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import uuid
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from datetime import datetime, timezone
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from typing import Optional
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from sqlalchemy import String, DateTime, Text, Integer, ForeignKey
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from sqlalchemy.orm import Mapped, mapped_column, relationship
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from sqlalchemy.dialects.postgresql import UUID
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from app.core.database import Base
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class PsaPostLog(Base):
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__tablename__ = "psa_post_log"
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id: Mapped[uuid.UUID] = mapped_column(
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UUID(as_uuid=True), primary_key=True, default=uuid.uuid4
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)
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# Legacy sessions FK (nullable for AI sessions)
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session_id: Mapped[Optional[uuid.UUID]] = mapped_column(
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UUID(as_uuid=True),
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ForeignKey("sessions.id", ondelete="CASCADE"),
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nullable=True,
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index=True,
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)
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# AI sessions FK (Phase 2)
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ai_session_id: Mapped[Optional[uuid.UUID]] = mapped_column(
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UUID(as_uuid=True),
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ForeignKey("ai_sessions.id", ondelete="CASCADE"),
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nullable=True,
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index=True,
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)
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psa_connection_id: Mapped[Optional[uuid.UUID]] = mapped_column(
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UUID(as_uuid=True),
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ForeignKey("psa_connections.id", ondelete="SET NULL"),
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nullable=True,
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)
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ticket_id: Mapped[str] = mapped_column(String(100), nullable=False)
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note_type: Mapped[str] = mapped_column(String(50), nullable=False)
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content_posted: Mapped[str] = mapped_column(Text, nullable=False)
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external_note_id: Mapped[Optional[str]] = mapped_column(
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String(100), nullable=True
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)
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status: Mapped[str] = mapped_column(
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String(20), nullable=False
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) # 'success', 'failed', 'pending_retry'
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error_message: Mapped[Optional[str]] = mapped_column(Text, nullable=True)
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retry_count: Mapped[int] = mapped_column(
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Integer, nullable=False, default=0,
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comment="Number of retry attempts for failed PSA pushes",
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)
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next_retry_at: Mapped[Optional[datetime]] = mapped_column(
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DateTime(timezone=True), nullable=True,
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comment="When to attempt the next retry",
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)
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status_changed_from: Mapped[Optional[str]] = mapped_column(
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String(100), nullable=True
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)
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status_changed_to: Mapped[Optional[str]] = mapped_column(
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String(100), nullable=True
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)
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posted_by: Mapped[uuid.UUID] = mapped_column(
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UUID(as_uuid=True), ForeignKey("users.id"), nullable=False
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)
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posted_at: Mapped[datetime] = mapped_column(
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DateTime(timezone=True),
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nullable=False,
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default=lambda: datetime.now(timezone.utc),
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)
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# Relationships
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session = relationship("Session", foreign_keys=[session_id])
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ai_session = relationship("AISession", foreign_keys=[ai_session_id])
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psa_connection = relationship("PsaConnection", foreign_keys=[psa_connection_id])
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user = relationship("User", foreign_keys=[posted_by])
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