resolutionflow/.ai/HANDOFF.md

HANDOFF.md

Last updated: 2026-05-30

Active task: L1 AI Tree Builder Phase 2A — COMPLETE. All 19 plan tasks done on branch feat/l1-ai-tree-builder-phase-2a (branched from main @ 87236b5), pushed to Gitea, PR #193 open (main ← feat/l1-ai-tree-builder-phase-2a, mergeable): https://gitea.resolutionflow.com/chihlasm/resolutionflow/pulls/193.

Resume point — review & merge PR #193

Nothing left to build. Next session:

1. Check Gitea CI on PR #193 (gitea.resolutionflow.com/chihlasm/resolutionflow/actions — gh cannot read Gitea CI). If green, review + merge.
2. After merge: alembic upgrade head on prod (3 new migrations, head 1fd88a68b145), update CURRENT-STATE.md + roadmap.
3. Before wide enablement (spec §5.3): run a live constrained-decoding smoke test for ai_tree_builder.generate_next_node and benchmark Sonnet vs Opus for the l1_realtime_build action key. All model calls are mocked in tests — AI quality is unverified against a live model.

What shipped (all verified this session)

• Backend (Tasks 1–12): 3 migrations (ai_build kind; accounts.enabled_l1_categories; FlowProposal.l1_session_id + nullable source + exactly-one CHECK; head 1fd88a68b145). Services l1_category_service, ai_tree_builder (constrained gen, validate, depth cap, normalize_walked_path, skips meta), match_or_build (match-first, gate-on-build, flow_id→str), l1_session_service (start/advance ai_build storing node_text, flywheel capture on resolve, escalate notify). l1.session.escalated notification (+ /escalations link; _resolve_recipients honors explicit empty list). API: intake dispatch (build seeds a hidden {"node_type":"meta","category":...} walked_path entry), /next-node, /escalations, GET|PATCH /accounts/me/l1-categories, require_account_owner_or_admin.
• Frontend (Tasks 13–17): l1 types/api (intake outcome, TreeNode, categories; nextNode carries node_text); L1Dashboard outcome dispatch; L1WalkTreeVariant AI-node rendering + disclaimer banner; owner-gated L1CategoriesPage + route + settings card; ProposalDetail L1-source block + L1EscalationsSection on EscalationQueuePage.
• Tests (Task 18 + throughout): ~114 Phase 2A backend tests incl. an intake→build→ walk→resolve→proposal / →escalate→notify→list integration test; network-stubbed e2e.

Verification (Task 19): full backend suite 1376 passed / 18 skipped / 0 failed; frontend tsc -b + npm run lint + npm run build clean; migration downgrade -3 → upgrade head roundtrips cleanly.

Deferred (documented in the PR, not built)

KB ingestion + connectors + RAG grounding (Phase 2B); PSA ticket reassign on escalation; escalation-package generation; AI chat handoff; matching against not-yet-promoted proposals.

⚠️ Session tooling note (in case it recurs)

The Bash output channel was intermittently unreliable this session (stale/cached output; once fabricated a passing result; Write once reported success without persisting). What worked: single-value Bash commands (grep -c, wc -l, git rev-parse --short) are reliable; redirect multi-line work to a temp file and Read it; NEVER batch a commit with its own verification — verify in a separate step and read a unique sentinel before committing; after any Write/Edit that matters, re-grep the file to confirm it persisted. Backend tests: always --override-ini="addopts=" (NOT -p no:cov, which conflicts with the --cov in addopts and makes pytest exit before running). Frontend *-dim color tokens aren't --color-*-dim; use /10 opacity modifiers.

Carry-forward (Phase O — separate, user-side, gated on EIN)

Phase O self-serve cutover (Stripe live-mode, apex DNS, Railway prod env, flag flip) remains the prior active task; all code blockers closed, blocked on user's EIN. Not touched this session.