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resolutionflow/.ai/CURRENT_TASK.md
Michael Chihlas 307a6285e6
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feat(guides): rewrite in-product User Guides as Diátaxis how-tos
Replace 15 feature-dump guides with 43 problem-oriented how-tos grouped
under 10 categories. Drop Maintenance Flows / AI Assistant / Flow Assist
Sparkles — those surfaces no longer exist post-FlowPilot pivot. Rename
Step Library → Solutions Library throughout. Correct every "click X in
the sidebar" reference to match live labels (Home, History, Tickets,
Flows, Scripts, Data, Acct).

Schema: add `category: CategoryId` and optional `relatedSlugs` to Guide;
new Category type and `categories` const drive hub ordering. GuidesHubPage
renders category sections (auto-hides empty); GuideDetailPage renders a
related-guides footer when set; GuideCard drops the misleading "N sections"
subtitle.

Fix step.tip markdown rendering — `**bold**` rendered literally because
tip used plain text instead of the same regex replacement used on
instruction.

14 net-new how-tos for FlowPilot-era surfaces with no prior coverage:
tasklane keyboard flow, view-what-we-know, ask-AI mid-session,
pause-and-leave, resolve, record-fix-outcome, escalate (Escalation
Mode), post-docs-to-ticket, send-client-update, build-script-from-scratch,
open-suggested-flow, pin-a-flow, invite-teammate.

Browser-verified against engineer + owner test users (sidebar labels,
account sub-pages, pilot-screen header buttons, Tasks panel, integration
form). tsc clean.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-01 21:16:51 -04:00

6.5 KiB
Raw Blame History

CURRENT_TASK.md

Active task: None — pick next from .ai/TODO.md or 03-DEVELOPMENT-ROADMAP.md.

Recently shipped

  • 2026-05-01 — In-product User Guides rewrite (uncommitted, on main). Replaced 15 feature-dump guides with 43 problem-oriented Diátaxis how-tos grouped under 10 categories. Dropped Maintenance Flows / AI Assistant / Flow Assist Sparkles (UI no longer exists). Renamed Step Library → Solutions Library. Authored 14 net-new how-tos for FlowPilot-era surfaces (tasklane keyboard flow, what-we-know, resolve, escalate, record-fix-outcome, post-docs-to-ticket, share-update, pause-and-leave, build-script-from-scratch, open-suggested-flow, pin-a-flow, invite-teammate, etc.). Schema additions: category, optional relatedSlugs; hub renders category sections; detail page renders related-guides footer. Fixed rendering bug where **bold** in step.tip rendered literally. Killed misleading "N sections" subtitle on guide cards. Browser-verified against engineer + owner login (sidebar labels, account sub-pages, pilot-screen header buttons, Tasks panel, integration form). Two unverified items intentionally deferred: change-teammate-role (requires non-owner test member to inspect role-change control) and detailed Resolve / Escalate modal contents (Resolve gated by 6 pending tasks in test data). tsc and Vite build clean.
  • 2026-05-01 — PR #158 Session-screen UX impeccable pass + tasklane keyboard flow. Merged into main as 5e10005.
    • Impeccable pass (5 sub-passes — distill / quieter / layout / typeset / polish): score 24/40 → 33/40. Removed the duplicate "Suggested checks" chip strip; added an inline Next steps · N pending in Tasks cue above the latest action-bearing AI bubble; consolidated the desktop session header to Resolve + Escalate + ⋯ kebab (Context / New Ticket / Update Ticket / Pause now under the kebab, mobile kebab gained Context + New Ticket parity); centered the messages column to max-w-3xl to match the composer; bubbles dropped to rounded-xl. Decoration sweep: dropped 3px side stripes (TaskLane done states, all 6 ProposalBanner modes, WhatWeKnowItem rows), gradient backgrounds (WhatWeKnow + every banner), accent borderTop on TaskLane header, backdrop-blur on handoff overlay, animate-pulse-amber ring in VerifyingBanner, bordered avatar boxes in banners. Type sweep: 14 distinct sizes → 5-step scale (10/11/12/13/14px). Icon disambiguation: MessageCircleQuestion split into Pencil (Answer CTA) + HelpCircle (per-check explainer). Dead font-sans audit (12 sites) and double text-xs cleanups.
    • TaskLane keyboard-first flow (real feature): Enter submits + auto-advances to next pending task, Shift+Enter newline, Esc cancels, focus jumps to Send Responses after the last submission. Mouse path also auto-advances. Subtle hint row teaches the shortcut.
    • Banner ↔ script panel linked: collapsing or dismissing the ProposalBanner now also hides the InlineNoTemplateDialog / TemplateMatchPanel; recording any outcome closes both surfaces.
    • WhatWeKnow collapsible: per-session preference in sessionStorage (rf-whatweknow-collapsed:{sessionId}); auto-collapses on first render at ≥5 facts.
    • Side fix: ParameterizationPreview.tokenize() word-boundary guard prevents over-eager highlighting of short values like "D" (no longer lights up every capital D in Get-ADUser).
    • Validation: tsc clean, ESLint clean, Vite build clean. Type-check + lint passed at every commit boundary.
  • 2026-05-01 — PR #156 Suggested-fix applied_pending non-terminal outcome. Merged into main as 3ba4532. Adds:
    • Schema/API: FixStatus="applied_pending", pending_reason Text column, migration c0f3a4b7e91d. PATCH /suggested-fixes/{id}/outcome accepts pending, requires notes, stamps applied_at only.
    • UI: PendingBanner (info-tone, worked / didn't / update reason / dismiss). "Waiting to verify…" overflow option in VerifyingBanner. Nudge "Still checking" records pending with a reason. Page-level Resolve auto-patches pending → success before resolution flow; page-level Escalate intercepts pending the same way verifying/partial does.
    • Generators: resolution_note_generator and escalation_package_generator system prompts handle the new status without real-looking examples.
    • Tests: 4 new in test_fix_outcome_endpoint.py (21/21 suite green); prompt anti-parrot guardrail green; tsc + Vite build clean.
    • QA report: .gstack/qa-reports/qa-report-pending-verification-2026-04-30.md (5/7 scripted checks PASS with concrete evidence; 2 entry-path checks deferred — same handlers verified via tested transitions).
  • 2026-04-30 — PR #155 Escalation Mode wedge merged as ac42f97. Senior-tech magic-moment screen. Plan: docs/plans/2026-04-27-escalation-mode-wedge-design.md.

Two-metric framing (Escalation Mode — read before quoting numbers)

The in-product GET /analytics/flowpilot/escalations endpoint measures post-claim time-to-first-action. The "minutes recovered" sales claim is manual_baseline in_product_metric. Manual baseline comes from the founder's stopwatch on the next 5 escalations. Don't roll the in-product number alone into "minutes recovered" — that's the apples-to-oranges miscount Codex caught.

Kill-switch (Escalation Mode)

Week 8: if 0 of 3 pilots produce a verifiable hours-saved-per-week number above 1.0, revisit the wedge.

Notes for next session

  • Drive checks 1 (VerifyingBanner overflow → "Waiting to verify…") and 5 (nudge "Still checking" with 3+ post-apply messages) in real pilot usage to close the QA gap left by /qa (the tested handlers cover the same mutations, but the entry-path UI rendering wasn't exercised end-to-end).
  • Consider monitoring how often pending fixes get parked vs resolved — if engineers report losing track across sessions, revisit the cross-session "Follow-ups" dashboard rollup that was scoped out.
  • After PR #158 lands in real ticket flow, eyeball the keyboard-hint contrast and the WhatWeKnow auto-collapse-at-5 threshold — both were judgment calls (5 was a guess; the contrast bump from /70 to full muted-foreground was based on my read, not real screen testing). Adjust if the 5-fact threshold feels too aggressive or too lenient mid-session.
  • Two follow-ups logged in .ai/TODO.md from the impeccable pass: ConcludeSessionModal paused/escalated step should allow multi-select (Ticket Notes + Client Update + Email Draft simultaneously) — real feature work; bg-card-hover Tailwind class doesn't resolve in CommandPalette — two-line fix.