Commit Graph

458 Commits

Author SHA1 Message Date
80baf89b00 feat(config): add SELF_SERVE_ENABLED flag + GET /config/public
Phase 2 Task 31. Single flag now controls whether the public-facing
self-serve flow is exposed.

- New public endpoint GET /api/v1/config/public returns
  {self_serve_enabled, oauth_providers}. oauth_providers includes
  "google" if GOOGLE_CLIENT_ID is set and "microsoft" if MS_CLIENT_ID
  is set. No auth required; consumed once by the frontend at load.
- POST /auth/register: when SELF_SERVE_ENABLED=true the platform
  invite-code requirement is bypassed even with REQUIRE_INVITE_CODE=true.
  invite_code stays in the schema for backward compat and still applies
  when supplied. With the flag off, the gate behaves exactly as before.
- Adds backend/app/schemas/config.py with PublicConfigResponse and
  registers the new router in the public/unauthenticated section.
- Adds 3 integration tests in tests/test_config_public.py covering the
  flag round-trip, the regression case (flag off keeps the 400), and
  the new behavior (flag on bypasses the gate, creates user + Pro trial).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-06 20:38:50 -04:00
d05b475a41 feat(admin): extend /admin/plan-limits to manage plan_billing fields
Task 30 of self-serve signup Phase 2. Super-admins can now manage Stripe
IDs, display names, prices, and public/archived flags via the existing
admin plan-limits endpoints.

- GET /admin/plan-limits now outer-joins plan_billing and returns
  merged PlanLimitWithBillingResponse rows. Plans without a
  plan_billing row return None for the billing fields.
- PUT /admin/plan-limits accepts the new optional billing fields and
  upserts plan_billing in the same transaction. If no plan_billing
  row exists for the plan and the body includes any billing field, a
  row is created (display_name defaults to plan.capitalize() when
  omitted; display_name is never NULLed out on an existing row).
- After commit, the handler queries account_ids on the affected plan
  and calls BillingService.invalidate_billing_cache(account_ids).
  This is a no-op stub today (logs only) — there's no in-process
  billing cache yet. TODO comment marks the wire-up point.
- 3 new integration tests cover GET-with-billing-present, PUT creating
  a plan_billing row, and the invalidation hook being awaited with a
  list of account_ids.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-06 20:35:10 -04:00
694279f89e feat(sales): add POST /sales-leads public endpoint
Phase 2 Task 29 — public Talk-to-Sales submission endpoint.

- New POST /api/v1/sales-leads (public, no auth, rate-limited 5/hour per IP).
- Inserts a sales_leads row, fires best-effort notification email and
  PostHog server-side capture; failures are logged but never fail the
  request.
- New EmailService.send_sales_lead_notification static method.
- New SALES_LEAD_RECIPIENT_EMAIL setting (defaults to sales@resolutionflow.com).
- Schemas: SalesLeadCreate / SalesLeadCreateResponse with literal source enum.
- Tests: happy path (row + email), email-failure resilience, and rate-limit
  enforcement (re-enables the slowapi limiter for the rate-limit assertion
  since DEBUG=true disables it by default in tests).

PostHog server-side instrumentation point is wired in but no-ops gracefully
until app.core.analytics.posthog exists — turning it on is a one-line
change when the backend SDK is configured.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-06 20:12:03 -04:00
16f5e4ce05 feat(onboarding): add PATCH /users/me/onboarding-step + dismiss-rest
Persists welcome-wizard Step 1/2/3 progress for self-serve signup Phase 2.
PATCH validates step cannot decrease, ignores `data` on action="skip", and
is idempotent on re-PATCH of the same step. POST /users/me/onboarding-dismiss-rest
backs the wizard's "Skip the rest" button.

Both routes added to _EMAIL_VERIFICATION_ALLOWLIST and _SUBSCRIPTION_GUARD_ALLOWLIST
so the wizard runs before email verification and during the trial. 4 integration
tests cover field writes, skip semantics, decrease guard, and dismiss-rest.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-06 20:04:43 -04:00
2f8ec3775e feat(billing): add BillingService.open_customer_portal + GET endpoint
Authed users can now request a Stripe-hosted Customer Portal URL for card
updates and cancellation via GET /api/v1/billing/portal-session. The path is
already in both _SUBSCRIPTION_GUARD_ALLOWLIST and _EMAIL_VERIFICATION_ALLOWLIST
so canceled or unverified-past-grace users can still update billing.

- Returns 503 with {"error": "stripe_not_configured"} when STRIPE_SECRET_KEY unset.
- Returns 400 with {"error": "no_stripe_customer"} when account has no
  stripe_customer_id (must complete checkout first).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-06 20:00:08 -04:00
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
5105eaf529 feat(billing): add sales_leads and stripe_events tables
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-06 19:14:30 -04:00
974b188c1e feat(billing): add plan_billing sibling table for Stripe + catalog metadata
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
50e7763380 feat(onboarding): add accounts.team_size_bucket and primary_psa for wizard
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-06 19:14:30 -04:00
b3ed76c203 feat(onboarding): add users.role_at_signup and onboarding_step_completed
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
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
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
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
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
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
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
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
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
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