resolutionflow/.ai/CURRENT_TASK.md

CURRENT_TASK.md

Task: Build Escalation Mode — the wedge for ResolutionFlow's GTM (first paying-customer push). When a junior tech escalates a FlowPilot session, the senior tech sees structured handoff context in seconds instead of running a 5-minute verbal "tell me what you tried" call.

Status: in-flight on feat/escalation-metric-endpoint. Branch is pushed; draft PR #155 is open against main (gitea.resolutionflow.com/chihlasm/resolutionflow/pulls/155). Backend is feature-complete and test-stabilized. Frontend live-arrival SSE subscription, magic-moment handoff-context screen, and bell-icon notification fix all shipped. /escalate and /handoff are now unified through HandoffManager — every escalation creates a SessionHandoff, persists an AppNotification, fans out on the SSE bus, dispatches Slack/Teams via notify(), and emails per-user, regardless of which URL it entered through. Next: visual QA via /qa, then optional follow-ups (suggested-step chips, snapshot expansion, analytics page, Playwright e2e).

Plan: docs/plans/2026-04-27-escalation-mode-wedge-design.md. Reviewed by /office-hours, /plan-eng-review, /plan-design-review, /codex review. Eng + Design CLEARED. Codex's two-metric correction + claim role gate + per-channel notification model + SSE bus diagnostics all applied.

Test plan artifact: docs/plans/2026-04-27-escalation-mode-wedge-test-plan.md — primary input for /qa once feature-complete.

Done on feat/escalation-metric-endpoint (8 commits, branched from main @ c0ed6d9)

Commit	What it ships
d51e95c	Plan + test-plan artifacts
52f6d03	GET /analytics/flowpilot/escalations — in-product time-to-first-action; account-scoped, engineer-or-admin gated
7a5b853	Role-gate POST /handoffs/{id}/claim to engineer-or-admin
07d0db9	HandoffManager.dispatch_escalation_notifications — emails engineer/admin teammates on intent=escalate; graceful-degradation regression
9f0bfd4	EscalationMetricCard mounted above the queue list
a283d0d	.ai/ mid-flight refresh
87bd0b7	WIP marker for the SSE backend slice (paused for Codex pass)
bc15952	Codex: stabilize SSE backend tests — Depends(..., scope="function") releases auth DB deps before the long-lived stream body; SSE handshake test calls the generator directly; AI-assessment stub fixture; bus normalizes string vs UUID account_id
fff8338	Doc-only: track escalation assessment latency follow-up
9bdd995	Bound escalation assessment latency to ESCALATION_AI_ASSESSMENT_TIMEOUT_SECONDS (default 5s); handoff still creates if assessment times out
b8627f4	Frontend SSE subscription in EscalationQueue.tsx — fetch-based ReadableStream reader; handoff_created triggers refetch + prepend with locked 200ms slide-in; exponential-backoff reconnect; tab-title flash when backgrounded; prefers-reduced-motion honored; ARIA live-region
f65b657	Handoff state docs after frontend SSE slice lands
8e9d22e	Magic-moment handoff-context screen on pickup — HandoffContextScreen.tsx (4 sections, graceful null AI assessment, focus management, prefers-reduced-motion); FlowPilotSessionPage.tsx integration (pre-claim handoff fetch, claim on Start here, toolbar re-open overlay)
c194ba4	Handoff state docs after magic-moment screen lands
641853a	Bell-icon notification opens the pickup flow — notification link template adds ?pickup=true; GET /ai-sessions/{id} allows account-scoped read for requesting_escalation / escalated states
2a2329a	Handoff state docs after bell-icon fix; record draft PR #155
029680a	Unify /escalate through HandoffManager — single canonical path for every escalation. HandoffCreateRequest.target_user_id, create_handoff does the legacy enriched-package work + sets escalation_reason, finalize_escalation runs documentation + PSA push + notify() pre-commit, dispatch_escalation_notifications keeps only fire-and-forget IO post-commit. pickup_session accepts either status for in-flight migration. flowpilot_engine.escalate_session no longer called from any endpoint

Test status: full backend suite → 1103 passed in 259.63s with -n auto after the unification. Frontend tsc -b clean. End-to-end smoke test against the running dev stack confirmed: SSE handshake delivers ready + handoff_created frames; listHandoffs returns the unclaimed handoff for a senior pre-claim; claimHandoff flips session status escalated → active; senior (non-owner, non-target) can GET an in-transit session detail; a single legacy /escalate call now produces status='escalated', SessionDocumentation, SessionHandoff row, AppNotification with link /pilot/{id}?pickup=true for the team admin, and a PSA push attempt — all from one funneled HandoffManager call. Branch pushed; draft PR #155 open.

Remaining work on this branch

1. Visual QA in a real browser via /qa — slide-in animation, tab-title flash, magic-moment layout, dissolve, full junior-escalates → senior-receives → senior-claims demo path.
2. Suggested-step chips below the chat input (Codex correction, design plan locks this) — surfaces ai_assessment_data.suggested_steps[] as clickable chips in FlowPilotMessageBar that prefill the input. Threading through FlowPilotSession → message bar.
3. Snapshot expansion in HandoffManager._generate_snapshot — include the recent diagnostic steps / conversation tail so the magic-moment screen's "What's been tried" section can render the actual timeline pre-claim instead of "full timeline available after pickup".
4. Toolbar Context button on legacy-arrival sessions — currently the button only appears when the senior arrived via the magic-moment flow this session. Lazy-fetching the handoff list on session-load (when status was-escalated) would make it work on revisits.
5. Owner-facing analytics page at /analytics/escalations — period selector, conversion-rate, trend chart. ~0.5d. Optional for v1 demo.
6. Playwright e2e for the magic-moment demo flow (junior escalates → senior receives via SSE → senior claims → opens session). Critical for the GTM Loom not to crash mid-recording.

Two-metric framing — read this before quoting numbers to anyone

The in-product 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 (The Assignment in the design doc). Don't roll the in-product number alone into "minutes recovered" — that's the apples-to-oranges miscount Codex caught.

Kill-switch

Week 8: if 0 of 3 pilots produce a verifiable hours-saved-per-week number above 1.0, revisit the wedge. The design doc names the alternative direction (deterministic-ops territory) for context, but data lands first.

Previous task — closed out

Task: Land PR #153 — fix the AssistantChatPage prefill currentChatRef bug. Status: complete (2026-04-26). Merged as 68fcdc6 on main.

Background CI item, not blocking: promoting CI / e2e (pull_request) to required on main. Two consecutive green runs cleared the threshold. Ops-only.