Commit Graph

1069 Commits

Author SHA1 Message Date
15042af6e2 docs(ai): document docker-exec pattern for hosts without native toolchains
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The code-server LXC has bun and docker but no python/node/npm on PATH,
which left Codex unable to reproduce build/test commands. Adds a 6-line
block to PROJECT_CONTEXT.md showing the docker exec resolutionflow_{backend,frontend}
form, and updates the AGENTS.md "Tooling you do NOT have" line to point
Codex at it instead of suggesting toolchain installs.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-30 23:02:53 -04:00
5bee264d70 fix(suggested-fix-pending): apply PR #156 review fixes
- Page-level Resolve patches applied_pending → applied_success before
  opening the resolution flow, so resolved sessions don't carry a
  provisional pending fix.
- Page-level Escalate intercept now catches applied_pending in addition
  to verifying/partial; intercept copy generalized from "Verifying state"
  to "still needs an outcome."
- PendingBanner gains a Dismiss action, matching the PR body and the
  backend's allowed pending → dismissed transition.
- resolution_note_generator and escalation_package_generator system
  prompts no longer include real-looking pending examples (anti-parrot
  guardrail compliance).

Verified via Docker: prompt anti-parrot 2/2, suggested-fix outcome suite
21/21, frontend tsc -b clean, npm run build clean.

Co-Authored-By: Codex <noreply@openai.com>
2026-04-30 23:02:46 -04:00
7cee7228dc docs(ai): refresh handoff for PR #156 — pending-verification feature
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Closes out Escalation Mode (PR #155 merged) and pivots active task to
the new applied_pending suggested-fix outcome on PR #156.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-30 17:37:08 -04:00
00663a4734 feat(suggested-fix): add applied_pending status for deferred verification
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Engineer applies a fix but can't verify yet (waiting on client power-cycle,
AD replication, async sync). Today the verifying banner forces a synchronous
verdict (worked / didn't / partial) — anything else means leaving the banner
stale or guessing wrong. This adds a fourth outcome that parks the fix in a
non-terminal "Awaiting verification" state with a reason ("waiting on what?")
and exposes it on the chat-anchored banner so the engineer doesn't lose track.

Backend
- New non-terminal status `applied_pending` parallel to `applied_partial`.
- New `pending_reason` column (nullable Text) — the "what are you waiting on?"
  prose, mirrors `partial_notes`. Required when outcome=applied_pending.
- Outcome endpoint allows pending in/out transitions; pending stamps
  applied_at but NOT verified_at (it's parked, not verified).
- Resolution-note + escalation-package prompts handle the new status:
  resolution note frames the fix as provisional; escalation package surfaces
  pending verification as the leading hypothesis with reference to what's
  being waited on.
- Migration: add column + extend status CHECK constraint.

Frontend
- New `BannerMode = 'pending'` + `PendingBanner` component (info-tone,
  parallel to PartialBanner) with worked / didn't / update-reason actions.
- VerifyingBanner overflow menu adds "Waiting to verify…".
- Nudge banner's "Still checking" button now actually records pending with
  a reason, instead of just silencing for the session.
- AssistantChatPage banner-mode derivation maps applied_pending → 'pending'.

Tests: 4 new integration tests covering pending notes requirement, reason
storage + applied_at/verified_at semantics, pending→success transition,
and pending_reason update on re-PATCH.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-30 17:32:37 -04:00
ac42f971fc Merge PR #155: Escalation Mode wedge — live arrival + magic-moment pickup
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Magic-moment handoff-context screen on senior pickup, live SSE escalation arrivals, time-to-first-action metric, role-gated claim with atomic conflict resolution, and chat ownership extension for claimed sessions.
2026-04-30 21:32:16 +00:00
f10649abc2 fix(escalations): atomic claim + self-claim rejection + queue exclusion
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Codex review pass on the escalation wedge. Reworks claim_session from
read-then-write to a conditional UPDATE so two seniors racing can't both
win, blocks the original engineer from claiming their own handoff, and
filters self-escalated sessions out of the dashboard escalation queue.
Also preassigns the handoff UUID before flush so the compatibility
escalation_package payload carries it. Removes legacy frontend pickup
state (claiming, handleStartHere) that broke tsc --noEmit.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-30 16:21:20 -04:00
ab5e0deaf7 docs(ai): session 3 handoff — QA complete, chat ownership decision logged
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-30 01:32:39 -04:00
f601a0db58 docs(ai): QA complete — escalation mode wedge browser-verified
All paths pass. One critical fix: chat endpoint now allows escalated_to_id
as a valid sender so the senior can run AI analysis on claimed sessions.
PR #155 ready for review.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-30 00:26:18 -04:00
dc69c9ddfb fix(escalations): allow claimed-by user to send chat messages to escalated session
unified_chat_service.send_chat_message checked AISession.user_id == user_id,
blocking the senior who claimed an escalation from sending the AI briefing.
Now also allows AISession.escalated_to_id == user_id (the claimer).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-30 00:17:31 -04:00
db717b0b3f feat(escalations): magic-moment 3-option CTA + claim 500 fix
- HandoffContextScreen: 3-option layout (Continue/AI analysis/Own thing)
  with hasTaskLane, activeOptionKey, spinner/disabled states
- AssistantChatPage: wire up handleContinue, handleAIAnalysis, handleOwnThing
  handlers; chip detail expansion inline with copy-button fix; post-escalation
  redirect to dashboard on ConcludeSessionModal close
- TaskLane: fix async copy button (await + execCommand fallback + copiedKey
  visual feedback); whitespace-pre-wrap on command blocks
- Fix 500 on claim: Pydantic v2 model_validate() + model_copy(update={})
  (was passing update= kwarg directly which v2 rejects)
- HandoffResponse schema: handed_off_by_name field

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-30 00:05:02 -04:00
fb2dc222fd docs(ai): handoff for fresh session — AI consolidation plan locked
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- HANDOFF: rewritten resume point. AI summary blocker is the active
  task; consolidation plan is the path. 5-step implementation order
  with watch-outs and breadcrumbs.
- CURRENT_TASK: updated commit table through 0d1b305. Documents the
  live-test results (what works, the AI summary blocker), full
  consolidation design with proposed payload shape.
- SESSION_LOG: chronological entry covering live QA bash, two
  pickup bugs found + fixed, the three Enter/dashboard/timeout
  fixes, and the architectural smell that surfaced.
- DECISIONS: new entry "Consolidate the three per-escalation AI
  calls into one structured generation" — rejected alternatives
  (bump timeout further, copy status-update content the wrong way,
  switch to Haiku) and consequences (5s magic-moment, ~60% token
  reduction, instant Ticket Notes button, schema enforcement
  required, migration concerns documented).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-29 00:21:30 -04:00
0d1b305619 fix(escalations): live-test fixes from QA bash
Bundles four fixes from the live debugging session:

1. AssistantChatPage: replace urlSessionId === activeChatId gate with a
   loadedChatIdsRef. After 8914391 made activeChatId initialize from
   urlSessionId, the gate short-circuited fresh mounts and selectChat
   never fired. Symptom: senior picks up an escalation, lands on a blank
   chat surface with no conversation history and no sidebar entry. Fix
   also adds loadChats() in handleStartHere so the picked-up session
   appears in the sidebar (its escalated_to_id is null pre-claim, so
   listSessions doesn't return it until claim_session sets it).

2. config: bump ESCALATION_AI_ASSESSMENT_TIMEOUT_SECONDS 15s → 45s.
   Sonnet was hitting tail latency at 15s in the field, leaving the
   magic-moment placeholder permanent. Background-task architecture
   (e8ba74e) means this no longer blocks the user; it's just the budget
   before publishing has_assessment=false. NOTE: live test still shows
   assessment not populating — see HANDOFF for the consolidation plan
   that supersedes this.

3. Enter-to-submit: chat-input convention (Enter submits, Shift+Enter
   inserts newline) on the escalate-flow forms. RichTextInput gains an
   optional onSubmit prop; EscalateModal wires it to handleSubmit;
   ConcludeSessionModal gets the same handler on its plain textarea.

4. PendingEscalations: each row is now expandable. Click row body to
   reveal the engineer's escalation reason, step count on record,
   confidence tier, and PSA ticket number. Pick Up still clicks through
   directly. Single-expand-at-a-time keeps the dashboard compact.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-29 00:18:40 -04:00
b7d7ff06d2 docs(ai): refresh handoff for compute swap
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- HANDOFF: rewritten resume point. First action on resume is `git push`
  (commits 0f00ee5 and 665530f are local-only). Visual QA + bug bash is
  the active work; 4 plan-locked items + the structural task-lane fix
  all need real-browser verification.
- CURRENT_TASK: add 0f00ee5 and 665530f to the commit table; reframe
  "Just shipped" as a per-commit summary; flag the task-lane fix as
  needing visual confirmation.
- SESSION_LOG: chronological entry for this session with full detail
  (audit, four polish items, race-condition wiring, structural
  task-lane fix, test status, files touched).
- DECISIONS: new entry "Tag the task-lane state with an owner chatId"
  documenting the structural pattern, what was rejected, and the
  forward implication that future task-lane state slices follow the
  same owner-tagging pattern.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-28 08:21:23 -04:00
665530f812 fix(assistant-chat): tag task-lane state with owner chatId to kill stale flash
The previous fix (8914391) only blocked the mount-time sessionStorage
restore when the page entered with prefill or ?pickup=true. It didn't
cover any path where the page was already mounted and activeChatId
flipped without the in-memory task-lane state going through reset+
repopulate cleanly — in-place URL navigation, mid-flight pickup,
HMR re-runs, the gap between setActiveChatId(B) and the AI response
that finally populates B's questions/actions.

Root cause: activeQuestions / activeActions / showTaskLane were never
intrinsically tied to a chatId. They were treated as "the active chat's
data" by convention, with no structural enforcement. Any window where
they survived past their owning chat leaked previous-session data into
the new view. The persistence effect made it worse: it stamped the
sessionStorage chatId field with activeChatId at write time, so a
mid-transition snapshot {chatId: B, questions: [A's]} would happily
restore A's data for B on the next mount.

Fix: introduce taskLaneOwnerChatId state that records the chatId those
in-memory questions/actions/show values BELONG to. Set at every site
that populates them (sendPrefill, selectChat, handleSend, handleTaskSubmit,
handleResumeNew, refreshFacts, handleApplyFix). Cleared in
resetSessionDerivedState. The persistence effect now writes ownerChatId
as the chatId tag, not activeChatId — so the snapshot is always
self-consistent.

Render gate: taskLaneIsForActiveChat = ownerChatId === activeChatId.
ANDed into all three render conditions (toolbar Tasks button, narrow-
viewport floating drawer, main side panel). The lane is structurally
unable to display data tagged with a different chat.

The mount-time skipTaskLaneRestore guard stays — it kills the flash
between component mount and the first sendPrefill effect run, which
the owner-gate alone doesn't cover.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-28 02:42:31 -04:00
0f00ee5e01 feat(escalations): close out plan-locked wedge polish
Four items from the design-plan audit, all flagged as locked-design or
Codex corrections, shipped together so the GTM demo path covers them
end-to-end before bug bash.

1. Live AI assessment refresh on the magic-moment screen. Backend already
   publishes handoff_assessment_ready when enrich_escalation_async commits;
   wire the frontend listener so the senior sees the assessment populate
   without a manual reopen. New event type + onAssessmentReady handler on
   streamEscalations; AssistantChatPage opens a scoped SSE subscription
   whenever it tracks a handoff missing its assessment, refetches on match,
   and replaces magicHandoff / overlayHandoff in place. Closes the loop on
   the async-assessment commit e8ba74e.

2. Suggested-step chips below the chat input. Locked design from the plan
   (Codex correction). Chip strip renders above the composer post-claim
   when ai_assessment_data.suggested_steps[] is non-empty. Click prefills
   the input and focuses; first send or explicit X hides for the session.

3. Unread 6px dot on EscalationQueue cards. localStorage-persisted seen
   set (rf-escalation-seen, capped 200). Dot top-right when not seen.
   Cleared on open (card click) or claim (Pick Up) — NOT on hover, per
   Codex correction. Pick Up stops propagation so it doesn't double-fire.

4. Race-condition toast on claim conflict. The /claim endpoint previously
   silently overwrote claimed_by — both seniors thought they owned the
   session. New HandoffAlreadyClaimedError carries the winner's id/name/
   timestamp; claim_session rejects different-user re-claims (same-user is
   idempotent for double-click safety); endpoint returns 409 with
   structured detail. AssistantChatPage.handleStartHere extracts and
   surfaces "Already claimed by {name} {time_ago}." via toast, drops
   ?pickup=true, dismisses magic-moment so the loser flows back to queue.

Tests: 2 new unit tests in test_handoff_manager.py (conflict raises,
same-user idempotent). Full handoff + escalation suite (34 tests) green.
Frontend tsc -b clean.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-28 01:59:28 -04:00
8914391336 fix(assistant-chat): kill stale task-lane flash on new-session entry
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Two compounding bugs caused the previous session's questions/actions
to render briefly when entering a new chat — visible as "the new
session instantly pops with old session task-lane data" the user
reported.

The race
- AssistantChatPage's activeQuestions / activeActions / showTaskLane
  useState initializers synchronously read sessionStorage's
  rf-tasklane-meta. They restore the persisted task-lane state if its
  saved chatId matches the freshly-resolved activeChatId.
- On dashboard prefill flow, the page mounts on /pilot with
  location.state.prefill set; activeChatId initializes from
  sessionStorage's rf-active-chat-id (the previous session). The
  previous session's task-lane meta matches that chatId — so the
  initializer restores it. First paint shows old questions/actions.
  sendPrefill's resetSessionDerivedState fires later from a useEffect,
  but only after the flash.
- Same pattern hits the senior-pickup flow: ?pickup=true means we're
  about to render the magic-moment screen and discard whatever chat
  the senior was previously on, but the underlying chat surface still
  initializes with their old task-lane meta.

The amplifier
- resetSessionDerivedState wiped the in-memory state but never
  removed sessionStorage's rf-tasklane-meta. Any remount or reload
  before the next persistence-effect write could re-hydrate the
  cleared state from the still-stale sessionStorage entry.

Fixes
- Initializer guard: when location.state.prefill is set OR
  ?pickup=true is in the URL, skip the sessionStorage restore
  entirely. Kills the first-paint flash for both entry paths.
- Eager wipe: resetSessionDerivedState now also calls
  sessionStorage.removeItem('rf-tasklane-meta'). The persistence
  effect re-saves on the next state change anyway, so the only
  window where sessionStorage is empty is the exact window where
  stale-tag leakage was happening.

tsc -b clean. No backend changes.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-28 01:26:29 -04:00
e8ba74ed6d feat(escalations): distinguishable notifications, async AI, richer sidebar
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Three improvements driven by live wedge testing.

1) Notification title now includes a problem snippet and PSA ticket
   suffix when present:
     "Escalation from Jane · #12345: Outlook is failing to sync email…"
   Replaces the prior "Session escalated by Jane" copy that made every
   escalation from the same junior look identical in the bell panel.
   Snippet is trimmed to 70 chars with ellipsis. handoff_manager now
   passes psa_ticket_id through in the notify() payload so this works
   for both /escalate and /handoff entry points.

2) AI enrichment (assessment + enhanced escalation_package) moved to
   a FastAPI BackgroundTask. The escalating engineer no longer waits
   on 15-25s of Sonnet latency — handoff creation returns as soon as
   snapshot, status flip, dual-write, documentation, PSA push, and
   notify() are committed. enrich_escalation_async opens its own DB
   session, runs both AI calls, updates handoff.ai_assessment +
   session.escalation_package, commits, and publishes a new
   `handoff_assessment_ready` event on the escalation bus. Frontend
   doesn't yet listen for that event — the magic-moment screen still
   shows a placeholder ("AI assessment is still generating. Reopen
   this view in a few seconds…") which is honest about the state.
   Live polling / auto-refresh on the bus event is the natural next
   step.

3) ChatSidebar entries now surface the problem summary as a secondary
   line and tag PSA-linked sessions with a monospace #ticket badge plus
   an "Escalated" pill on in-transit sessions. ChatListItem grew
   problem_summary, psa_ticket_id, and status fields; loadChats
   populates them from listSessions. The user couldn't tell their own
   sessions apart in the sidebar because they all rendered as "New
   Chat" with no distinguishing detail — this fixes that for any
   session, escalated or not.

Test plan
- Backend full suite: 1103 passed in 255.85s with -n auto.
- Frontend tsc -b clean.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-28 00:34:32 -04:00
aca915b047 fix(escalations): bump assessment timeout, surface picked-up sessions in sidebar
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Two field-reported issues from live wedge testing.

ESCALATION_AI_ASSESSMENT_TIMEOUT_SECONDS bumped 5s → 15s. The 5s bound
fired too aggressively against the Sonnet diagnostic assessment prompt;
~4-8s is typical but tail latency hits 12-14s. The fallback "Assessment
unavailable — model didn't respond in time" placeholder was showing on
the magic-moment screen for two consecutive escalations, which kills
the demo. 15s keeps the click-path bounded but lets the typical case
return real content. Real fix is async generation (kick off, persist
when done, surface "still computing" with refresh) — captured as a
follow-up; bumping the bound is the right call for the wedge demo.

list_sessions now matches escalated_to_id == current_user.id alongside
the existing user_id and escalation_package.picked_up_by clauses. The
unified HandoffManager.claim_session sets escalated_to_id but doesn't
write the legacy picked_up_by JSONB key, so picked-up sessions never
showed in the senior's chat list — the senior would land on the
session detail (active chat) but the sidebar showed only their other
unrelated sessions. User reported this as "4 different versions of the
session in the chat history section" — they were actually 4 unrelated
empty sessions the senior owned, plus the picked-up session was just
invisible. Backend tests still 94/94.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-28 00:04:08 -04:00
e910bcc67d fix(escalations): wire magic-moment + claim into AssistantChatPage
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The /pilot/:id route renders AssistantChatPage, not FlowPilotSessionPage
(the latter is dead code with no active route). The earlier magic-moment
integration sat in the wrong file, so clicking Pick Up from the
dashboard navigated to /pilot/:id?pickup=true and AssistantChatPage
just loaded the chat surface with no claim — the senior never saw the
magic-moment screen and the handoff stayed unclaimed (status escalated,
permanently in the queue).

Adds full pickup awareness to AssistantChatPage:

- ?pickup=true on entry triggers a handoff fetch via
  handoffsApi.listHandoffs (account-scoped, no claim required).
  magicState transitions loading → visible (handoff found) or
  loading → dismissed (no handoff or fetch failed). The dismiss path
  also strips ?pickup=true from the URL so a refresh doesn't re-enter
  loading state.
- The existing selectChat-from-URL effect is gated on magicState — it
  skips while we're loading or showing the magic-moment so the chat
  surface doesn't race the claim flow. After claim it re-fires and
  populates messages from conversation_messages because the senior is
  now escalated_to_id and GET succeeds.
- Magic-moment renders as full-page take-over (sidebar hidden) until
  Start here. handleStartHere calls handoffsApi.claimHandoff, drops
  ?pickup=true, and dismisses — the regular chat then loads.
- Toolbar Context button (visible when magicHandoff is in memory)
  re-opens the screen as a dismissible overlay. Lazy-fetches the
  handoff when needed.

Verified tsc -b clean and Vite HMR picked the file up without errors.
The wire-level integration was already verified in earlier commits:
listHandoffs returns the unclaimed handoff for a senior pre-claim,
claimHandoff flips status escalated → active and sets escalated_to_id.

Note: the prior FlowPilotSessionPage magic-moment integration is now
in dead code (file is unreferenced from router). Left in place for
this commit; will come out in a follow-up cleanup once we're confident
the AssistantChatPage path is solid in production.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-27 23:23:00 -04:00
5085bb47c2 docs(ai): handoff state after /escalate unification through HandoffManager
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Records 029680a — every escalation now funnels through HandoffManager
regardless of which URL it entered through, so /escalate from
EscalateModal produces the full set of artifacts (handoff row,
AppNotification, SSE event, Slack/Teams via notify, per-user emails,
documentation, PSA push) and the bell-icon notification opens the
magic-moment screen end-to-end. Notes the legacy SessionBriefing branch
+ flowpilot_engine.escalate_session as orphaned, scheduled for removal
after pilots have run a couple of weeks on the unified path.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-27 22:29:40 -04:00
029680ab2d feat(escalations): unify /escalate through HandoffManager
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Replaces the legacy flowpilot_engine.escalate_session orchestration with
a single canonical path through HandoffManager. Every escalation now
creates a SessionHandoff row, fans out via the SSE bus, persists
AppNotification rows for the bell icon, dispatches to external channels
(Slack/Teams) via notify(), and emails per-user — regardless of whether
the call entered through /escalate (legacy URL) or /handoff (new URL).
The senior-pickup magic-moment screen now works end-to-end from the
EscalateModal bell-icon path the user just tested.

Backend
- HandoffCreateRequest gains optional target_user_id (the equivalent of
  the legacy escalated_to_id field). Self-targeting rejected.
- HandoffManager.create_handoff handles intent='escalate' end-to-end:
  sets escalation_reason + escalated_to_id, builds the legacy enhanced
  AI escalation_package (Sonnet, lazy-imported from flowpilot_engine,
  graceful fallback on failure), and merges handoff metadata into it.
  Eager-loads session.steps and session.user via selectinload — required
  by both the enhanced-package builder and notify() to avoid
  MissingGreenlet on async lazy access.
- HandoffManager.finalize_escalation generates SessionDocumentation,
  pushes documentation to PSA, and runs notify() — pre-commit so the
  AppNotification rows persist atomically with the handoff.
- HandoffManager.dispatch_escalation_notifications keeps only the
  fire-and-forget IO (bus publish, per-user emails) — runs post-commit.
  Pulls engineer name via a separate User query rather than relying on
  session.user lazy access.
- /handoff endpoint passes target_user_id through and calls
  finalize_escalation pre-commit.
- /escalate endpoint is now a thin shim: owner-only session lookup,
  HandoffManager.create_handoff(intent='escalate'), finalize_escalation,
  commit, dispatch_escalation_notifications, return SessionCloseResponse
  built from documentation + psa_result. flowpilot_engine.escalate_session
  is no longer called by any endpoint.
- pickup_session accepts both 'requesting_escalation' (legacy in-flight
  sessions) and 'escalated' (new canonical) so the migration is seamless
  for sessions already in the queue.
- Escalation queue list and sidebar count now match either status.

Frontend
- useFlowPilotSession optimistic update flips status to 'escalated'
  instead of 'requesting_escalation' so the page state matches the
  unified backend response.

Verified end-to-end live: a fresh /escalate call from the junior produces
status='escalated', a SessionHandoff row, a SessionDocumentation, PSA
push attempted (no_psa for this test session), AND a bell-icon
AppNotification for the team admin with link
/pilot/{session_id}?pickup=true. Backend test suite: 1103 passed.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-27 22:27:26 -04:00
2a2329ad19 docs(ai): handoff state after bell-icon fix; record draft PR #155
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Updates the handoff trio after the legacy notification flow fix and
the branch push. PR #155 is open against main as draft. Resume point
is now visual QA via /qa, then deferred follow-ups (chat-input
suggested-step chips, snapshot expansion). Logs the open question
about whether EscalateModal should switch to /handoff.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-27 21:33:44 -04:00
641853a002 fix(escalations): bell-icon notification opens the pickup flow
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Two backend changes that unbreak the senior-pickup path from the
notification panel:

1. notification_service: session.escalated link template now ends with
   ?pickup=true so the senior lands in the handoff/pickup flow on
   click. Without it, navigation hit /pilot/:id directly, which then
   404'd on the GET because the senior isn't yet escalated_to_id —
   the user perceives this as the bell-icon "just clearing the
   notification".

2. ai_sessions GET access: any account member can now read an escalated
   session's detail when status is requesting_escalation or escalated.
   The owner-only guard was overly restrictive for explicitly-shared
   in-transit states. Tenant boundary is enforced by RLS on the
   underlying query, so account-scope is the right ceiling here. After
   pickup, the existing handler/escalated_to_id checks still apply.

Verified live: re-login as the senior engineer and GET the active
escalated session — now returns 200 with full detail. Focused test
subset plus tests/test_sessions.py and tests/test_session_sharing.py
→ 94 passed in 43.26s, no regressions.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-27 21:29:47 -04:00
c194ba4a43 docs(ai): handoff state after magic-moment screen lands
Marks the magic-moment handoff-context screen as shipped, points the
next session at visual QA + push + draft PR, and captures the deferred
follow-ups (suggested-step chips, snapshot expansion, toolbar button
on revisits, owner analytics, Playwright e2e).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-27 21:08:07 -04:00
8e9d22e0e0 feat(escalations): magic-moment handoff-context screen on pickup
Adds the dedicated 4-section handoff-context view that renders BEFORE
the FlowPilot session for senior techs picking up an escalated
session, then dissolves on "Start here". This is the wedge's
demonstrable magic moment — what the GTM Loom records.

- HandoffContextScreen.tsx: pure presentational, takes a HandoffResponse
  plus onStartHere / onDismiss callbacks. Sections: header
  (problem summary, domain, step count, escalated-time, priority badge),
  "What's been tried" (engineer notes + step-count affordance), "AI
  assessment" (likely_cause / suggested_steps / confidence badge), Start
  here CTA. Confidence badge accepts both numeric (0..1) and string
  ("low"/"medium"/"high") shapes — backend currently emits the latter.
  Renders an explicit "assessment unavailable" branch when
  ai_assessment_data is null (the 5s timeout from 9bdd995 fired).
  Honors prefers-reduced-motion (animate-fade-in vs animate-slide-up).
  ARIA dialog + focus on the primary CTA. Esc dismisses when used as a
  re-openable overlay; pre-claim, Start here is the only exit.

- FlowPilotSessionPage.tsx: on /pilot/:id?pickup=true, fetch the
  handoff list via handoffsApi.listHandoffs (account-scoped via RLS,
  no claim required) and find the latest unclaimed escalate handoff.
  If found, render the magic-moment screen and skip the regular
  loadSession (the senior isn't yet escalated_to_id, so GET would
  404). Start here calls claimHandoff, drops the pickup query param,
  dismisses the screen — the existing loadSession effect then fires
  because the senior is now escalated_to_id. A "Context" toolbar
  button on active sessions re-opens the screen as a dismissible
  overlay (visible only when the senior arrived via the magic-moment
  flow this session — handoff lookup on demand).

Verified end-to-end against the running dev stack: listHandoffs
returns the unclaimed handoff with full payload; claim flips session
status from escalated → active; subsequent GET succeeds. tsc -b clean.

Defers (TODO followups): suggested-step chips below the chat input
that prefill on click (requires threading through to
FlowPilotMessageBar); snapshot expansion to include the recent
diagnostic steps pre-claim; toolbar Context button on sessions where
the senior didn't arrive via magic-moment.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-27 21:06:14 -04:00
f65b65790c docs(ai): handoff state after frontend SSE slice lands
Marks the SSE subscription as shipped, points the next-session resume
target at the magic-moment handoff-context screen, and logs the live
end-to-end verification.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-27 20:57:20 -04:00
b8627f4180 feat(escalations): subscribe EscalationQueue to live SSE arrivals
Adds the frontend live-arrival slice on top of the test-stabilized SSE
backend. Senior techs now see a junior's escalation slide into the
queue without refresh.

- streamEscalations(handlers, signal) in aiSessions.ts: fetch-based
  ReadableStream parser (native EventSource cannot send auth headers).
  Handles SSE frames, partial frames across chunks, : keepalive
  heartbeats. Dispatches ready and handoff_created.
- HandoffCreatedEvent + EscalationStreamHandlers types mirror the bus
  payload published by HandoffManager.dispatch_escalation_notifications.
- EscalationQueue.tsx: AbortController-managed subscription with
  exponential-backoff reconnect (1s → 30s cap, attempt counter resets
  on ready). On handoff_created, refetch and diff against previous IDs
  via sessionsRef; new arrivals prepended (newest-first) above
  established cards (oldest-first preserved). Slide-in tag held for
  800ms so the locked 200ms animation completes. Tab-title flash
  prefixes (N) while document.hidden, restores on focus / unmount.
  prefers-reduced-motion swaps slide-in for fade-in. ARIA region +
  aria-live=polite + aria-label on heading. Pick Up bumped to py-2.5
  to clear the 44px touch floor.

Verified end-to-end against the running dev stack: subscriber received
the ready frame on connect; after posting a handoff via the API, the
subscriber received the handoff_created frame with the expected
payload — wire format matches the parser. Backend regression: focused
subset still 32 passed in 18.91s. Frontend tsc -b clean.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-27 20:57:15 -04:00
02d5c6c08c docs(ai): refresh handoff state for next-session pickup under 200k context
Default Claude Code model is being switched from Opus 4.7 1M-context to
Opus 4.7 (200k). Tighten the per-session pickup docs so they're
self-sufficient under the smaller window:

- CURRENT_TASK now reflects the post-Codex state: 8 commits on the
  branch (5 feat + WIP SSE + 2 Codex test/latency fixes + 1 doc
  refresh), 32/32 backend tests with -n auto, frontend tsc -b clean.
  Remaining work re-scoped: the SSE backend half is feature-complete
  and tested, so what's left is the FRONTEND SSE subscription in
  EscalationQueue.tsx, then the magic-moment handoff-context screen,
  then push + draft PR.
- Session log gets a Claude Code entry covering today's planning →
  build → pause-for-Codex arc, the design decisions locked into the
  doc and code, the two TODOs added (peer-tech escalation, mobile
  responsive), and the model-switch context for the next session.
- HANDOFF.md needs no change — Codex's update in 9bdd995 already
  describes the resume point and watch-outs cleanly.

No code change.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-27 20:13:40 -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
bc15952857 fix(tests): stabilize escalation SSE backend tests
Co-Authored-By: Codex <noreply@openai.com>
2026-04-27 19:47:43 -04:00
ba46fc5644 docs(ai): pause Escalation Mode build mid-SSE for Codex review
Update HANDOFF to reflect:
- Build paused after the WIP SSE commit (87bd0b7)
- What Codex should look at on the SSE bus + endpoint + dispatch wiring
- Resume point post-review: re-run tests with -n auto, then frontend
  SSE subscription, then magic-moment screen
- Test-suite watch-out: per-test DROP SCHEMA fixture means concurrent
  pytest runs on the same DB collide; always one-suite-at-a-time or
  -n auto with conftest's per-worker DB isolation

No code change.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-27 19:29:16 -04:00
87bd0b7c56 WIP: SSE pub/sub for live escalation arrivals (paused for Codex review)
First half of the WebSocket/SSE push slice. Paused mid-flight to hand
the branch to Codex for outside-voice review before stacking more
commits on top. See .ai/HANDOFF.md for the full pause context + what
to look at.

What's here:
- backend/app/core/escalation_bus.py — module-level singleton in-memory
  pub/sub keyed by account_id. asyncio.Queue per subscriber with
  64-event maxsize and drop-on-full semantics. Designed to be swappable
  for Redis pub/sub when Railway scales past single-replica.
- backend/app/api/endpoints/session_handoffs.py — GET
  /api/v1/ai-sessions/escalations/stream SSE endpoint. Auth via
  require_engineer_or_admin. 25s heartbeat. Account-scoped subscribe
  bound to current_user.account_id.
- backend/app/services/handoff_manager.py — dispatch_escalation_notifications
  now publishes a `handoff_created` event to the bus BEFORE the email
  fan-out, in a try/except so a bus failure can't block email delivery.
- backend/tests/test_escalation_bus.py — 7 unit tests, all green
  standalone (0.14s). Cross-tenant isolation, drop-on-full, no-subscribers.
- backend/tests/test_handoff_manager.py — +1 dispatcher integration test
  (publishes to bus, payload shape).
- backend/tests/test_session_handoffs_api.py — +2 endpoint tests (viewer
  blocked, ready event handshake).

[gstack-context]
Decisions:
  - SSE over WebSocket (one-way, browser EventSource semantics, fewer
    moving parts behind Railway proxy)
  - In-memory bus over Redis for v1 pilot (3 MSPs, single replica)
  - Drop-on-full subscriber queue rather than back-pressure publishers
  - Bus publish ahead of email send, both wrapped in try/except so
    neither can break handoff creation
  - Frontend will be a fetch-based ReadableStream reader matching the
    existing streamDocumentation pattern, not native EventSource
    (custom-header auth)
Remaining (post-Codex):
  - Frontend SSE subscription in EscalationQueue.tsx (slide-in,
    reconnect, tab-title flash, prefers-reduced-motion)
  - Magic-moment handoff-context screen
  - Re-run the full backend test suite to verify the SSE +
    dispatcher integration tests (bus units already green standalone)
Tried:
  - Running the full test suite repeatedly without xdist; the per-test
    DROP SCHEMA + recreate fixture made wall-clock prohibitive when
    multiple stale runs collided on the same Postgres test schema.
    Resolution: -n auto next time.
[/gstack-context]

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-27 19:29:07 -04:00
a283d0d3fd docs(ai): refresh handoff state mid-flight on Escalation Mode build
Capture the in-flight state of the Escalation Mode wedge build so the next
session (or Codex resume) picks up cleanly without re-deriving context:

- CURRENT_TASK now describes the wedge, what's done across the 5 commits on
  this branch, what remains (WebSocket push, magic-moment screen, analytics
  page, e2e), and the two-metric framing readers MUST internalize before
  quoting numbers
- HANDOFF resume point is the WebSocket/SSE push (live-arrival half of the
  notification dual-path); includes suggested first slice + watch-outs
  (no user_id on ai_session_step, denormalized account_id, peer-escalation
  still gated to session owner)
- Both files reference the design doc and the kill-switch criterion

No code change.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-27 16:38:14 -04:00
9f0bfd44f9 feat(escalations): mount time-to-first-action stat-card on /escalations
Surfaces the new GET /analytics/flowpilot/escalations endpoint as a card
above the EscalationQueue list. Closes the loop from yesterday's metric
endpoint commit — seniors and owners see the wedge stat the moment they
open the queue, which is the daily-reps version of the GTM ROI story.

Pieces:
- EscalationMetrics TS interface mirroring the backend Pydantic model
  (incl. metric_definition disclaimer field)
- flowpilotAnalyticsApi.getEscalationMetrics(period) client method
- EscalationMetricCard component:
    * loading skeleton, error state, zero-data empty state
    * avg + median + n_with_action/n_claimed conversion rate
    * humanized seconds → "Ns" / "N.N min" formatting
    * inline disclaimer reminding callers this is in-product time-to-
      first-action only, NOT the savings claim — pair with manual
      baseline (per /codex review's two-metric correction)
- Wired into EscalationQueuePage above EscalationQueue

DS-aligned: card-flat, accent-dim usage held to interactive elements,
text-muted-foreground for secondary copy, font-heading on the headline
number, explicit transition properties (no `transition: all`). Respects
prefers-reduced-motion implicitly (only animation is the loading pulse,
which Tailwind's animate-pulse already gates).

tsc -b clean. No new tests in this commit — component is a thin
state-machine over an axios call; integration coverage comes from the
existing backend tests + the e2e Playwright work in the plan.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-27 16:00:34 -04:00
07d0db9579 feat(handoff): email engineer-or-admin teammates on escalation
First half of the Escalation Mode notification dual-path. WebSocket/SSE
push is the second half (next commit) — email handles offline seniors,
push handles online ones for the magic-moment demo.

HandoffManager.dispatch_escalation_notifications:
- Pulls active engineer/admin/owner-role users in the same account_id
  (excludes the escalator + viewers + soft-deleted)
- Sends via existing EmailService.send_notification_email, concurrent
  via asyncio.gather; per-message failures don't block the rest
- Wrapped in try/except: any exception is logged + swallowed. Handoff
  creation is authoritative; notification is advisory. This is the
  graceful-degradation regression both eng + codex reviews flagged as
  critical (handoff must succeed even if SMTP is down).

Endpoint wiring (POST /ai-sessions/{id}/handoff):
- Dispatch fires AFTER db.commit() — never email about a rolled-back
  handoff. Trust-erosion bug if we got that wrong.
- Only fires for intent=escalate. Park is private to the escalator.

Tests (4 new):
- emails-engineer-recipients-in-account: viewer excluded, escalator
  excluded, only the engineer/admin teammates get the message
- skipped-for-park-intent: park doesn't fan out
- graceful-degradation-when-email-raises: RuntimeError from the email
  service does NOT bubble out of dispatch
- endpoint-dispatches-on-escalate: end-to-end wiring through POST

Per-channel delivery records (replacing the dead `notification_sent`
boolean per Codex correction) is a v1.x story — for now application
logs are the audit trail. See
docs/plans/2026-04-27-escalation-mode-wedge-design.md.

20 tests green across handoff_manager + session_handoffs_api +
flowpilot_analytics_escalations. No regressions.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-27 15:58:05 -04:00
7a5b853b3b feat(api): role-gate handoff claim to engineer-or-admin
POST /ai-sessions/{id}/handoffs/{hid}/claim previously required only an
authenticated user, so a viewer-role account user could claim escalations.
Codex review flagged this as wedge-relevant: the Escalation Mode race-
condition story (two seniors clicking Pick Up simultaneously) depends on
auth gating for audit integrity. Originally captured as a deferred TODO
during /plan-eng-review, then moved in-scope by /codex review.

Swap the dep to require_engineer_or_admin. One-line change. Two new tests:
- viewer_role gets 403 with "Engineer or admin access required"
- engineer/owner role still succeeds and claimed_at + claimed_by populate

Existing handoff create + queue tests unaffected.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-27 15:46:59 -04:00
52f6d0308f feat(analytics): add escalation time-to-first-action metric endpoint
GET /api/v1/analytics/flowpilot/escalations?period={7d,30d,90d}

Computes the in-product wedge metric for Escalation Mode: average / median /
p95 seconds between SessionHandoff.claimed_at and the first ai_session_step
created on the same session after that timestamp. Account-scoped, role-gated
to engineer-or-admin.

The metric is intentionally NOT called "minutes recovered" — that's the
two-metric framing locked by /codex review: this in-product number must be
paired with manual baseline (the verbal-handoff stopwatch from The Assignment)
to produce the savings claim. Schema's `metric_definition` field surfaces the
disclaimer in every response so callers don't oversell it.

Implementation notes:
- Uses correlated scalar subquery for first-step-after-claim per handoff,
  aggregates avg/median/p95 in Python (~1k rows/account/month is well within
  budget; cleaner than percentile_cont gymnastics in SQL)
- Excludes unclaimed handoffs (claimed_at IS NULL)
- Counts claimed-but-no-action handoffs in n_handoffs_claimed but not in
  n_handoffs_with_action — surfaces the conversion-rate signal
- Floors negative deltas at 0 to handle clock-drift edge cases

Tests cover happy path, zero-data, claimed-but-no-action accounting, period
window filtering, multi-handoff aggregation, multi-tenant isolation (Phase 4
RLS landmine pattern), viewer-role 403 gate, and period validation. 9 tests,
all green. No regressions in existing handoff_manager / session_handoffs
suites.

First piece of the Approach A wedge build per
docs/plans/2026-04-27-escalation-mode-wedge-design.md. Unblocks the queue
stat-card and the analytics page.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-27 15:25:46 -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
c0ed6d9840 Merge pull request 'docs(ai): refresh handoff state after PR #153 merge' (#154) from chore/post-153-handoff into main
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Reviewed-on: #154
2026-04-26 05:33:31 +00:00
8f818a7c71 docs(ai): refresh handoff state after PR #153 merge
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- CURRENT_TASK rolls forward — PR #153 closed out, no active task,
  with recommended next moves (promote e2e gate to required, pick
  from TODO).
- HANDOFF rewritten — new home position is `main`; documents the
  e2e job's stub ANTHROPIC_API_KEY convention so future
  AI-touching e2e tests know what to expect.
- SESSION_LOG entry extended with the CI env-var diagnosis, the
  fix, the merge, and pointers to the natural next pickups.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-26 01:14:49 -04:00
68fcdc6122 Merge PR #153: fix(chat): sync currentChatRef when prefill creates a new chat session
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Fixes a silent-drop bug where the dashboard prefill flow created a new chat session but didn't update the in-flight guard ref, so subsequent task-lane submissions had their AI follow-up responses discarded.

Includes a Playwright regression test that drives the prefill flow and stubs /ai-sessions/*/chat to verify the second AI turn renders. Also adds a stub ANTHROPIC_API_KEY to the e2e CI job so AI-gated endpoints clear their _require_ai_enabled() check (the chat call itself is intercepted in the browser, so no real Anthropic traffic).
2026-04-26 05:05:54 +00:00
11fe32f4c6 fix(ci): set stub ANTHROPIC_API_KEY for e2e job so AI-gated endpoints respond
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POST /api/v1/ai-sessions and friends call _require_ai_enabled(), which
returns 503 when no provider key is set. The new prefill-handoff
regression test (e2e/assistant-chat-prefill.spec.ts) drives the
dashboard prefill flow, which has to create a chat session before its
page.route stub on /chat can fire — so without a key, session
creation 503s and the test never sees the task lane.

The Playwright stub intercepts /chat in the browser, so the backend
never actually contacts Anthropic — but the AI-enabled gate still
needs to pass. A stub value is enough.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-26 00:51:39 -04:00
43eed720d9 docs(ai): close out PR #150, set PR #153 as active task
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- CURRENT_TASK.md rolled forward — the CI-recovery task is complete
  (PR #150 merged as 87bb20b; backend gate is in required checks).
  Active task is now landing PR #153.
- HANDOFF.md rewritten — new resume point is watching CI on the
  rebased SHA 1559feb and merging when all three checks are green.
- SESSION_LOG.md gains a 2026-04-26 entry covering the prefill bug
  diagnosis, fix, regression test, and the rebase off post-#150 main.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-26 00:30:50 -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
b56da2facd fix(chat): sync currentChatRef when prefill creates a new chat session
The dashboard prefill flow in AssistantChatPage set activeChatId after
creating a new session but never updated currentChatRef.current. Every
later handleSend / handleTaskSubmit then tripped the
`currentChatRef.current !== sentForChatId` guard that was supposed to
discard responses for stale chats — and silently dropped the AI's
follow-up. The user saw their submitted message but no assistant
reply, no toast, no task-lane update.

Mirrors what handleNewChat and handleResumeNew already do. Adds an
e2e regression test that drives the dashboard prefill, submits a
partial task-lane response, and asserts the second AI turn renders.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-26 00:24:02 -04:00
87bb20b8f0 Merge PR #150: fix(ci): consolidated CI recovery — backend green, xdist parallelization, e2e selector + decoupling
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2026-04-25 21:57:26 +00:00
1e3a6cfa01 fix(e2e): harden card selectors for session resume
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Co-Authored-By: Codex <noreply@openai.com>
2026-04-25 16:42:33 -04:00
ede6eebf9a docs(ai): note e2e decoupling commit (261814a) in HANDOFF
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Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-25 16:12:19 -04:00
261814ae65 perf(ci): decouple e2e from frontend — build frontend inline in e2e job
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Before: e2e \`needs: [frontend]\` waited for the frontend job to upload
a build artifact, then downloaded it. With multiple runners this means
the third runner sat idle for ~6 min while frontend ran, then started
e2e — total wall-clock max(backend, frontend+e2e) ≈ 11 min.

After: e2e builds its own frontend (npm ci + npm run build are already
in the job; just dropped the artifact download step and added the
build). e2e starts immediately on a free runner. Adds ~1-2 min to the
e2e job duration but removes ~5 min of waiting and eliminates the
cross-job artifact mechanism entirely.

Side benefit: no more \`actions/upload-artifact\` v3/v4 GHES headaches
on the cross-job handoff. The \`if: always()\` upload of the
playwright-report at the end of e2e is kept (failure report retrieval
is still useful), but it's a leaf-output, not a dependency.

Net wall-clock: max(backend=9m, frontend=6m, e2e=7m) ≈ 9 min on the
3-runner setup, down from ~11 min.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-25 15:59:00 -04:00