11 Commits

Author SHA1 Message Date
5c38fb8904 docs(decisions): record plan-tier taxonomy centralization decision (Option B)
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Captures the 2026-05-29 decision to derive admin plan dropdown + validation
from the plan_limits table rather than hand-duplicating the allow-list across
6+ sites. Triggered by the prod "AI sessions down" report that traced to the
admin dropdown still offering the dead 'team' slug. Adds the matching backlog
entry to TODO.md with duplication sites enumerated.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-29 11:25:28 -04:00
708e8b977f chore(ai): log followup TODOs surfaced during impeccable pass
Two backlog entries surfaced while polishing the session screen:

- ConcludeSessionModal paused/escalated step forces a single-artifact
  choice (Ticket Notes / Client Update / Email Draft). Real escalations
  often need at least two of the three. Recommended shape: multi-select
  with smart pre-checks per outcome, parallel generation, per-result
  Copy / Post / Send actions. Feature work, deferred.

- bg-card-hover Tailwind class doesn't resolve in CommandPalette. The
  --color-bg-card-hover token generates bg-bg-card-hover (Tailwind v4
  takes the full token name minus --color-). Other call sites use the
  explicit hover:bg-[var(--color-bg-card-hover)] form that works; the
  CommandPalette classes silently produce nothing. Fix is two lines —
  swap to the explicit form, or add a --color-card-hover semantic
  mapping in index.css.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-01 16:23:15 -04:00
a21fe93454 wip(handoff): clean stale TODOs and plan issue cleanup
Co-Authored-By: Codex <noreply@openai.com>
2026-05-01 01:47:41 -04:00
9bdd9959a8 fix(handoff): bound escalation assessment latency
Co-Authored-By: Codex <noreply@openai.com>
2026-04-27 20:03:14 -04:00
fff8338bf2 docs(ai): track escalation assessment latency follow-up
Co-Authored-By: Codex <noreply@openai.com>
2026-04-27 19:55:31 -04:00
d51e95cdfa docs(plans): add escalation-mode wedge design + test plan
Captures the GTM thesis, premises, reduced-scope engineering plan, locked UI
specs, and embedded review report for the Escalation Mode wedge — output of
/office-hours, /plan-eng-review, /plan-design-review, and /codex review.

Codex review surfaced two corrections we applied:
- two-metric framing (manual baseline vs in-product time-to-first-action)
- claim role gate moved in-scope (was deferred TODO)

TODO updates: peer-tech escalation + claim role gate captured (the latter then
moved in-scope by the codex pass).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-27 15:18:46 -04:00
1559feb759 docs(ai): track currentChatRef silent-swallow follow-up in TODO
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The guard pattern that masked the prefill-ref bug fixed in PR #153 is
applied across handleSend, handleTaskSubmit, selectChat, refreshFacts,
refreshActiveFix, and refreshPreview. Worth either logging the
mismatch path or distinguishing expected-stale from unexpected-stale
so the next instance of this class of bug surfaces instead of hiding.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-26 00:24:25 -04:00
c203b70ef9 docs(ai): queue data-testid hardening + reflect PR #152 + 3-runner setup
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TODO.md: Promote pytest-xdist to  (PR #151 carries it). Adds three new
backlog items:
- data-testid hardening for e2e-critical interactive elements (sparked
  by PR #152's selector drift work)
- per-test transactional rollback (next big speedup if needed)
- pytest-testmon for PR-time test selection

HANDOFF.md: Three open PRs now (#150, #151, #152), all independent.
Three Gitea runner agents now registered, so jobs run in parallel.
Combined with #151's xdist, the prior 1h 14m wall-clock should drop
to ~6-10 min. Updated merge order: #152 first (smallest), #150 next,
#151 last. After all three land, enable CI / backend then CI / e2e
as required status checks.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-25 15:26:21 -04:00
0aefaa78eb docs(ai): queue pytest-xdist parallelization in TODO.md
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Capture the backend pytest parallelization work so it survives session
end. Backend suite is currently ~22 min wall-clock for 1076 tests;
xdist with one-DB-per-worker should land in the 3-6 min range on the
homelab Gitea Actions runner.

Also queues two backlog items:
- Frontend lint warnings (23 react-hooks/exhaustive-deps after PR #149)
- Periodic audit of the ResourceWarning filterwarnings added by Codex

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-25 11:35:38 -04:00
9c8ba296a8 fix(ai): correct stale role-hierarchy and file-listing claims
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Codex review of the dual-agent handoff migration flagged factual errors
carried over verbatim from the pre-migration CLAUDE.md. All claims
verified against the live code before correction.

PROJECT_CONTEXT.md — SaaS shape:
- Role hierarchy was `super_admin > team_admin > engineer > viewer`,
  but `backend/app/core/permissions.py:4` and
  `frontend/src/hooks/usePermissions.ts:4` both define it as
  `super_admin > owner > engineer > viewer`. The `team_admin` concept
  exists separately as an orthogonal team-scoped gate
  (`require_team_admin`, `is_team_admin=True` + valid `team_id`), not
  a level in the primary hierarchy.
- Dep list was missing `require_account_owner` and `require_team_admin`,
  both present in `backend/app/api/deps.py`.

PROJECT_CONTEXT.md — directory tree:
- `api/endpoints/` comment listed 11 routers; `api/router.py` actually
  registers 50+. Replaced with a summary that points at `router.py` as
  the source of truth instead of trying to maintain a freezing list.
- `services/psa/` comment omitted `exceptions.py` and `ticket_context.py`,
  both present in the directory.

CURRENT_TASK.md + TODO.md:
- Replaced `<!-- EXAMPLE -->` placeholders with clearer empty-state
  sentinels so a resume agent sees "no real task yet" at a glance
  rather than placeholder acceptance criteria that look unresolved.

SESSION_LOG.md updated with a follow-up bullet documenting this pass.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-24 15:09:22 -04:00
bee8690056 chore(ai): migrate to dual-agent handoff system
Split the monolithic CLAUDE.md into a durable handoff system:

- .ai/PROJECT_CONTEXT.md  — stable architectural truth (stack, structure,
  SaaS shape, ConnectWise, coding standards, frontend patterns, critical
  lessons). Ported verbatim from the previous CLAUDE.md.
- .ai/CURRENT_TASK.md     — single active task with DoD + out-of-scope.
- .ai/HANDOFF.md          — resume point, kept under ~2K tokens.
- .ai/TODO.md             — backlog, read only when CURRENT_TASK complete.
- .ai/DECISIONS.md        — append-only architectural decision log.
- .ai/SESSION_LOG.md      — append-only chronological history.
- .ai/README.md           — human-facing explanation of the system.

Root agent files share a byte-identical protocol block (verified via diff):

- CLAUDE.md — primary agent, with GitNexus + gstack tooling and the
  Claude Opus 4.7 co-author trailer.
- AGENTS.md — OpenAI Codex resume agent, with grep/rg fallbacks and the
  Codex co-author trailer. Steps in when Claude hits session/weekly
  limits.

Legacy root-level SESSION-HANDOFF.md deleted — superseded by .ai/HANDOFF.md.
It was a self-describing one-off from the Design System v4 migration and
had no external references.

Supersedes previous CLAUDE.md. Old version recoverable via
`git show pre-ai-handoff:CLAUDE.md` (tag points at commit e110fed).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-24 14:50:41 -04:00