Commit Graph

189 Commits

Author SHA1 Message Date
7a36aeb410 feat(l1): internal_ticket_service with CRUD + status transitions
create_ticket, update_status (sets resolved_at on resolve), get_ticket,
list_tickets_for_account (status filter, account-scoped), promote_to_psa.
Used by L1 intake when account has no PSA integration configured.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-28 13:11:21 -04:00
e15897c76f feat(l1): PATCH /accounts/me/members/{id}/coverage for engineer L1-coverage flag
Owner-only endpoint to toggle can_cover_l1 on an engineer user. 422 if target
role is not engineer (owners/super_admins already see L1 surface; viewers/
l1_techs don't need this flag). 404 for cross-account targets.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-28 13:07:09 -04:00
7056ed9e6d feat(l1): GET /accounts/me/seats endpoint for seat counter widget
Returns {engineer: SeatCheckResult, l1_tech: SeatCheckResult} for the
authenticated engineer's account. Powers the SeatCounterWidget UI in the
admin/users + account/users surfaces. Engineer+ access only.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-28 13:02:20 -04:00
8010da8745 fix(l1): T8 review fixes — oauth status const + bulk-invite structured error
- oauth.py: use status.HTTP_402_PAYMENT_REQUIRED constant (was raw 402)
- accounts.py bulk-invite: catch HTTPException separately to preserve
  structured detail dict in failed-row error (was stringified repr,
  unparseable by clients)
- Add bulk-invite per-row 402 test verifying structured error preserved

T8 code review identified these as Important issues. Functional change is
the bulk-invite fix; clients can now parse seat-limit errors from bulk
responses. 13/13 seat-enforcement tests pass.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-28 12:58:35 -04:00
47ff8ad2b5 feat(l1): enforce seat limits on invite, accept-invite, role-change
For engineer + l1_tech roles, check_seat_available is called at each
mutation point. Returns 402 Payment Required with structured detail
{code: 'seat_limit_exceeded', role, current, limit, upgrade_url} when
seats are full. Grandfathering: existing over-seated accounts keep
existing users; only new mutations are blocked.

Also updates AccountInviteCreate and AccountRoleUpdate schemas to
accept l1_tech as a valid role value.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-28 12:49:59 -04:00
02fc47c832 feat(l1): seat_enforcement service for engineer + L1 seat limits
Shared helper used by invite, accept-invite, and role-change endpoints
(integrated in T8). Counts active users by role against role-specific
seat limit on subscription (engineer → seat_limit, l1_tech → l1_seat_limit).
None limit = unlimited.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-28 12:40:48 -04:00
8bad2fe945 feat(l1): add require_l1, require_l1_or_coverage, require_l1_or_above deps
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-28 12:23:16 -04:00
c7cd711859 feat: AccountSecuritySettingsPage + active-users list + toast + login banner
Eighth commit in the session-expiration-policy series. Surfaces all
the owner controls and user-facing expiry UX that the prior commits
plumbed through, designed end-to-end via /plan-design-review (initial
4/10 -> final 9/10; 7 decisions locked in the plan).

Backend additions:
- accounts/me/security GET response gains active_users: list of
  {user_id, name, email, last_login_at} for users in this account
  with at least one un-revoked refresh token. Joined query on
  refresh_tokens + users, distinct, ordered by last_login desc.
  Drives the Active Sessions section.

Frontend additions:
- api/accountSecurity.ts: typed client for GET/PATCH/revoke-sessions.
- hooks/useAuthSessionExpiry.ts: reads idle/absolute expiry from the
  auth store, returns warning ('none'|'soon'|'now') + reason
  ('idle'|'absolute') so consumers can pick the right UX for the
  closer window. Re-evaluates every 30s.
- components/common/SessionExpiryToast.tsx: top-of-app notice that
  fires at T-5min. Idle case: warning-amber tone, [Stay signed in]
  button hits authApi.refresh() and updates the store on success.
  Absolute case: info-cyan tone, [Sign in now] link to /login (no
  recoverable action). Dismissable, doesn't re-fire after dismissal.
- components/account/RevokeSessionsModal.tsx: confirmation modal for
  the two bulk-revoke scopes. Title, body, and confirm-label vary by
  scope; danger-styled confirm button.
- pages/account/AccountSecuritySettingsPage.tsx: the main page.
  Header (Shield icon), intro, Policy card with Strict/Standard/Custom
  radios + always-visible-disabled Custom inputs (idle/absolute
  minutes) with inline validation, Save button + emerald success ping,
  info note about 'applies at next login'. Active sessions card with
  count-aware copy, list of {name, email, last-login-ago} rows
  (caller tagged '(you)'), two buttons — 'except me' hidden when
  count=1, 'sign me out and everyone else' uses danger-tinted styling.
- pages/AccountSettingsPage.tsx: 'Session security' row added to the
  owner-only settings list.
- router.tsx: /account/security route, owner-gated via ProtectedRoute.
- pages/LoginPage.tsx: cyan info-tone banner above form when
  ?reason=session_expired is in the URL.
- components/layout/AppLayout.tsx: mounts <SessionExpiryToast />.

Scope=all bulk-revoke UX (the most jarring moment): on success,
toast.success(N sessions), 1.5s delay, then clear localStorage +
useAuthStore.logout() + window.location='/login' (no banner — the
owner just did this).

Backend tests: existing 22/22 still green plus the GET test now
asserts active_users is present + non-empty after login. Frontend:
tsc clean, authStore test 2/2.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-13 17:07:14 -04:00
cabd745a2b feat(api): add POST /accounts/me/security/revoke-sessions
Sixth commit in the session-expiration-policy series. The kill-all-
sessions endpoint folded into scope after the §4.11 design pass.

- POST /accounts/me/security/revoke-sessions, owner-only.
- Body: {"scope": "all" | "others"}. Default "all" includes the caller's
  own refresh token. "others" preserves the caller's sessions so an
  owner can sign everyone else out without logging themselves out.
- Single SQL UPDATE through users.account_id -> refresh_tokens, with
  revoked_at IS NULL preserved as the gate so already-revoked rows
  don't get double-stamped (the idempotency property).
- Caller's access token is not touched — it dies on its 5-minute timer.
  Frontend handles "scope=all" UX by clearing localStorage and
  redirecting after the response (commit 8).
- Affected users' next /auth/refresh hits the existing atomic-revoke
  zero-rows path -> invalid_refresh_token (plain logout, no banner).
- Writes one account.sessions_revoked_bulk audit event with
  {scope, revoked_count}.

Tests added in test_session_policy.py (6 cases):
- #17 scope=all kills caller's own session; their refresh -> 401
  invalid_refresh_token.
- #18 scope=others preserves caller's session; their refresh succeeds,
  member's refresh -> 401 invalid_refresh_token.
- #19 account-scoped: test_admin in a different account is unaffected
  when test_user's owner runs revoke-all (revoked_count=1, not 2).
- #20 engineer-role member -> 403.
- #21 emits exactly one audit row with the expected payload.
- #22 idempotent: second immediate POST returns revoked_count=0.

22/22 in test_session_policy.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-13 16:31:10 -04:00
8cfaef6a9d feat(api): add GET/PATCH /accounts/me/security endpoint
Fifth commit in the session-expiration-policy series. Surfaces the
session-policy override controls to account owners.

- schemas/account_security.py: NEW. SessionPolicyResponse returns both
  the override (Optional[int]) and the effective value (always present)
  plus the system min/max bounds, so the frontend can render the
  Custom-preset form without re-implementing the defaults logic.
  SessionPolicyUpdateRequest accepts NULL to clear an override.
- endpoints/account_security.py: NEW. GET and PATCH on /me/security.
  Owner-only via require_account_owner. PATCH validates per-field
  bounds, then validates the effective idle <= absolute invariant
  (catching the partial-override case the DB CHECK can't see), then
  writes the row + an account.session_policy_update audit event with
  old/new/effective_old/effective_new payload.
- router.py: registers the new router under _tenant_deps next to
  accounts.router.

Tests added in test_session_policy.py (8 cases):
- GET returns NULL overrides + Strict defaults + system bounds.
- PATCH persists override; next login JWT reflects new values
  (60min/240min -> idle_max=3600, abs_max=14400 seconds).
- PATCH rejects idle < min (422).
- PATCH rejects absolute > max (422).
- PATCH rejects idle > absolute when both are set (422).
- PATCH rejects partial override that produces effective idle >
  effective absolute (idle=43200, absolute=NULL with default 20160).
- Engineer-role user gets 403.
- PATCH writes exactly one audit row with the expected payload shape.

16/16 in test_session_policy.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-13 16:28:51 -04:00
b21d2fc234 feat(auth): enforce absolute session cap in /auth/refresh
Fourth commit in the session-expiration-policy series. The gate that
ends "logged in forever" — refresh now rejects tokens whose original
login (auth_time) is older than abs_max seconds.

Algorithm (plan §4.5):
1. Decode JWT (dep already handles idle expiry).
2. Load user; reject inactive/missing as invalid_refresh_token.
3. Resolve effective auth_time/idle_max/abs_max, grandfathering
   pre-PR tokens by snapshotting current account policy.
4. Atomically revoke the JTI regardless of outcome — this consumes
   the token whether or not the absolute check passes, so an
   absolute-expired token cannot be replayed forever.
5. If the atomic UPDATE matched zero rows -> invalid_refresh_token.
6. If now >= auth_time + abs_max -> commit the revoke explicitly
   (so it survives the rollback hook in get_admin_db) and 401
   session_expired_absolute.
7. Otherwise mint via _mint_with_claims, carrying claims forward.

Boundary check uses `>=`, not `>` — a deadline equal to now is
expired. _refresh_session_tokens (commit 3) replaced by two narrower
helpers: _resolve_refresh_claims (grandfather logic, no mint) and
_mint_with_claims (mint with explicit claims, no grandfather). Makes
the endpoint's algorithm read top-down without indirection.

Tests added in test_session_policy.py:
- #8: backdate auth_time by exactly abs_max -> session_expired_absolute
  at the deadline boundary.
- #9: same token tried twice; first returns session_expired_absolute
  AND consumes the row; second returns invalid_refresh_token.
- #12: legacy token without auth_time/idle_max/abs_max gets one
  successful rotation; new JWT carries fresh policy snapshot from
  the account (3d/14d defaults under Strict).

25/25 across test_session_policy + test_auth + test_oauth_callbacks.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-13 16:26:00 -04:00
d6a02ee8da feat(auth): embed auth_time/idle_max/abs_max in refresh tokens at every login
Third commit in the session-expiration-policy series. Every refresh token
issued from now on carries the policy snapshot in its JWT (in seconds,
for direct Unix math), and every login/OAuth response surfaces both
expiry windows as ISO timestamps. /auth/refresh carries the claims
forward unchanged — including auth_time, which never resets on rotation.

Does NOT yet enforce the absolute cap — that's commit 4, sequenced so
the gate can be reverted independently if pilots hit an edge case.
But the wire is fully populated, and a grandfather path is already in
_refresh_session_tokens for tokens issued before this PR.

Key changes:
- core/security.py: create_refresh_token signature changes to
  (user_id, *, auth_time, idle_max_seconds, abs_max_seconds). Adds
  resolve_session_policy(account) -> (idle_minutes, absolute_minutes)
  applying defaults for NULL overrides.
- schemas/token.py + schemas/oauth.py: Token and OAuthCallbackResponse
  gain idle_expires_at + absolute_expires_at (Optional[datetime],
  Pydantic emits ISO 8601 UTC strings).
- endpoints/auth.py: new _mint_session_tokens(user, db) and
  _refresh_session_tokens(payload, user, db) helpers. /auth/login,
  /auth/login/json, and /auth/refresh now route through them. The
  refresh endpoint's pre-existing "Refresh token has been revoked"
  error normalized to the taxonomy detail "invalid_refresh_token".
- endpoints/oauth.py: both Google and Microsoft callbacks call
  _mint_session_tokens; OAuthCallbackResponse carries the expiry
  fields through.
- tests: two new cases in test_session_policy.py — login_json embeds
  the claims with strict defaults (3d/14d -> 259200/1209600 sec) and
  surfaces matching ISO expiry fields; refresh carries auth_time,
  idle_max, abs_max forward unchanged across rotation.

35/35 across test_session_policy + test_auth + test_oauth_callbacks +
test_account_invite_lookup + test_account_management.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-13 16:22:53 -04:00
2375948b7a feat(auth): distinguish idle expiry from invalid refresh tokens
Second commit in the session-expiration-policy series. Lands the
error-detail taxonomy from §4.10 of the plan; no UI-visible change yet
because the frontend interceptor (commit 7) doesn't read the new detail
strings, but the wire is now ready for it.

Today every /auth/refresh failure returns 401 "Invalid refresh token"
regardless of cause, so the frontend has no way to distinguish "your
session ended for security" from "we don't recognize this token at
all." This commit introduces:

- decode_refresh_token_strict(): wraps jose.jwt.decode and raises a new
  IdleTokenExpired exception (from ExpiredSignatureError) so callers
  can branch on idle expiry. All other jose failures still propagate
  as JWTError. The legacy decode_token() is preserved for access-token,
  password-reset, and email-verification paths that don't need the
  distinction.
- get_refresh_token_payload(): now maps IdleTokenExpired ->
  "session_expired_idle", JWTError and wrong-type tokens ->
  "invalid_refresh_token".
- test_session_policy.py: new test file (will accumulate cases across
  the series). Three tests for the taxonomy: idle-expired returns
  session_expired_idle; wrong type returns invalid_refresh_token; bad
  signature returns invalid_refresh_token.

20/20 across test_session_policy + test_auth + test_oauth_callbacks.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-13 16:11:01 -04:00
3f04911070 feat(billing): plan taxonomy reconciliation + Stripe sync + internal-tester allowlist (#164)
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Co-authored-by: Michael Chihlas <michael@resolutionflow.com>
Co-committed-by: Michael Chihlas <michael@resolutionflow.com>
2026-05-11 05:07:07 +00:00
f1be3abcc5 feat: self-serve signup Phase 2 (frontend cutover) (#162)
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Co-authored-by: Michael Chihlas <michael@resolutionflow.com>
Co-committed-by: Michael Chihlas <michael@resolutionflow.com>
2026-05-07 18:42:20 +00:00
97d36dd400 test(kb-accelerator): downgrade kb_setup user to free plan
The kb_setup fixture asserts free-plan quota numbers (lifetime_conversions_limit=3),
but Phase 1 conftest seeds test_user on Pro. Downgrade explicitly inside kb_setup
to preserve the original test intent without affecting other suites.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-06 19:14:30 -04:00
f26f468878 feat(billing): pilot user backfill — set existing accounts to complimentary
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-06 19:14:30 -04:00
79942c3fd3 feat(billing): add GET /billing/state aggregating subscription + plan + features
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-06 19:14:30 -04:00
4768ae0648 feat(invites): add bulk-create and soft-revoke invite endpoints
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-06 19:14:30 -04:00
e54d6c586a feat(invites): wire EmailService.send_account_invite_email into create handler
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-06 19:14:30 -04:00
86893562b9 feat(auth): auto-send verification email on register; enforce invite email match
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-06 19:14:30 -04:00
b0708ed650 feat(auth): guard login/password paths against OAuth-only users
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-06 19:14:30 -04:00
2ef2350de7 feat(auth): add Microsoft OAuth callback
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-06 19:14:30 -04:00
f4606f073a feat(auth): add Google OAuth callback with oauth_identities linking
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-06 19:14:30 -04:00
9b709488d9 feat(billing): extend Stripe webhook stub with concrete event handlers
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-06 19:14:30 -04:00
18180bc57f feat(billing): apply_subscription_event with stripe_events idempotency
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-06 19:14:30 -04:00
f683bb5720 feat(billing): add /billing/checkout-session via BillingService
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-06 19:14:30 -04:00
9851d56633 feat(billing): add BillingService.start_trial; wire into /auth/register
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-06 19:14:30 -04:00
519c7eb5ce feat(deps): add require_verified_email_after_grace guard
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-06 19:14:30 -04:00
9ec208f6e7 feat(deps): add require_active_subscription guard with allowlist
Mounts on Pro routers (trees, sessions, scripts, FlowPilot, etc.) and
returns 402 with structured detail when an account's subscription is
missing or locked. Allowlist bypasses billing/account/auth flows so
users can recover from a lapsed subscription.

Conftest now seeds a default Pro/active Subscription on test_user and
test_admin (delete-then-insert because the register endpoint already
creates a free/active sub by default). Two existing tests adapted to
the new seeded plan; tenant-isolation tests seed Subscription rows for
the accounts they create directly.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-06 19:14:30 -04:00
cfe0e6cae6 refactor(deps): remove trial auto-downgrade; expiry now non-mutating per spec
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-06 19:14:30 -04:00
e3f5ed4985 feat(billing): add complimentary status, fix is_paid, add has_pro_entitlement
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-06 19:14:30 -04:00
a28b635b19 feat(invites): add revoked_at + email_sent_at to account_invites
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-06 19:14:30 -04:00
453ba3fefc feat(auth): make users.password_hash nullable for OAuth-only accounts
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-06 19:14:30 -04:00
143c979975 feat(auth): add oauth_identities table for Google/Microsoft sign-in
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-06 19:14:30 -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
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
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
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
9bdd9959a8 fix(handoff): bound escalation assessment latency
Co-Authored-By: Codex <noreply@openai.com>
2026-04-27 20:03:14 -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
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
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
7f714363dd perf(ci): pytest-xdist with per-worker DBs — 22m → ~4m
Backend suite is the slow gate (1076 passed locally in 22m27s on
fix/ci-workflow-config). Adding pytest-xdist with per-worker DB
isolation drops it to ~4m20s on the 8-core homelab runner. Verified
locally: `pytest -n auto --no-cov` finished in 4m28s real time
(15m19s user — confirms ~5× parallelism).

How it works:
- conftest.py reads `PYTEST_XDIST_WORKER` (set per worker by xdist —
  'gw0', 'gw1', …). When set, derives a per-worker DB URL like
  `…/resolutionflow_test_gw0`. The base DB stays for serial / master
  runs.
- `_ensure_worker_db_exists` runs synchronously at conftest import,
  connects to the postgres maintenance DB, and `CREATE DATABASE`s the
  worker-suffixed DB if it doesn't exist. Idempotent across runs.
- The "test" safety guard still applies — every worker DB name
  contains "test" so the assertion holds.
- The per-test `DROP SCHEMA public CASCADE` now operates on the
  worker's isolated DB, no cross-worker race.

CI workflow: backend job switches to `pytest -n auto`. Coverage still
collected (pytest-cov has built-in xdist support).

Adds `pytest-xdist==3.6.1` to requirements-dev.txt.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-25 15:53:47 -04:00
e976fb4e87 fix(ci): mock AI provider in record_decision test + cache pip/npm + drop term-missing
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Three changes that get PR #150 to a green CI gate:

1. **test_record_decision_persists_and_bumps_state_version** — the
   `decision: draft_template` path calls `_extract_template_parameters`
   (TemplateExtractionService → AI provider). CI doesn't set
   ANTHROPIC_API_KEY/GOOGLE_AI_API_KEY, so the endpoint raised
   `RuntimeError: No AI provider configured` and returned 500. The test
   isn't exercising the AI integration — patched the extractor with an
   AsyncMock returning a minimal valid `{templated_body, parameters}`
   dict. Verified locally: the test now passes.

2. **pip + npm caches** in backend, frontend, and e2e jobs. Keyed on
   the hash of requirements*.txt / package-lock.json with a runner-os
   restore-key fallback. Saves ~30-60s per run on cache hit.

3. **Pytest invocation tightened**:
   - Dropped `--cov-report=term-missing` — the custom "Display coverage
     summary" step below parses coverage.json and prints the same
     module list more concisely. Term-missing dumps every uncovered
     line which adds ~5-10s of stdout.
   - Added `--maxfail=10` so a structural breakage (fixture explosion,
     DB unreachable) bails after 10 errors instead of running the full
     25-min suite. Tunable.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-25 12:01:05 -04:00
49f88569da wip(handoff): restore backend suite to green
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Co-Authored-By: Codex <noreply@openai.com>
2026-04-25 06:13:23 -04:00
d6218f2e07 fix(tests): import all models in conftest so create_all sees the full schema
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The test_db fixture calls Base.metadata.create_all on a fresh test DB.
That only creates tables for models that have been imported (and thus
registered with Base.metadata) by the time the fixture runs.

app.main imports app.core.database (which gives us Base) but does NOT
eagerly import the model modules — most are pulled in lazily inside
scheduler functions (archive_stale_ai_sessions etc.) and route
modules. At fixture-setup time, only the handful of models touched by
those eager imports are on the metadata, so any test that exercises
PSA, network diagrams, ratings, escalations, etc. fails with
\`UndefinedTableError: relation "X" does not exist\` and a cascade of
500s on every endpoint that queries the missing table.

Adding \`from app import models as _models\` (rather than the bare
\`import app.models\` which would shadow the \`app\` FastAPI instance
imported just above) pulls in app/models/__init__.py, which itself
imports every model module — registering all ~60 tables with
Base.metadata before create_all runs.

Verified locally: tests/test_psa_writeback_phase4.py went from
1 failed / 6 errors → 4 failed / 3 passed (the cascading errors were
masking the actual passes).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-25 02:49:06 -04:00
1c904373f8 Merge main into feat/flowpilot-migration
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Brings in PR #141 (PSA ticket management) so FlowPilot can ship on top
of a unified main. Two manual conflict resolutions:

1. CLAUDE.md — kept the FlowPilot ai-handoff rewrite (`.ai/`-driven
   protocol). The pre-rewrite reference content (CW integration notes,
   lessons archive, env vars table) lives in `docs/connectwise/`,
   `docs/LESSONS-ARCHIVE.md`, and DEV-ENV.md by design.

2. frontend/src/pages/AssistantChatPage.tsx — both conflict regions
   were purely additive. Concatenated FlowPilot's Phase 2-9 state hooks
   (facts, activeFix, preview*, scriptPanelOpen, templatizeQueue) with
   PSA's spin-off ticket state (linkedTicket, showNewTicket, spinOffHint).
   Both modal mounts (TemplatizePrompt, ShortcutsHelpOverlay,
   NewTicketModal) kept. All setters wired by either branch are intact.

Verification:
- `tsc -b` clean across the merged tree.
- Browser smoke-test (Session B fixture): Phase 9 ProposalBanner
  ("Run AI-drafted PowerShell to recover SSL VPN") renders alongside
  PSA's new Tickets sidebar icon. Console clean.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-25 01:03:33 -04:00