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resolutionflow/.ai/CURRENT_TASK.md
Michael Chihlas 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

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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 + bug bash in a real browser — full pickup demo path with the four new pieces below; this is the next active step.
  2. 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".
  3. 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.
  4. Owner-facing analytics page at /analytics/escalations — period selector, conversion-rate, trend chart. ~0.5d. Optional for v1 demo.
  5. 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.

Just shipped (4 plan-locked items, this session)

  • Live AI assessment refresh on the magic-moment screen. New HandoffAssessmentReadyEvent type + onAssessmentReady handler on streamEscalations. AssistantChatPage opens a scoped SSE subscription whenever it has a tracked handoff with no AI assessment yet; on a matching event it refetches and replaces both magicHandoff and overlayHandoff in place. Closes the loop on the async-assessment commit e8ba74e.
  • Suggested-step chips below the chat input. New chipsHidden state in AssistantChatPage defaulting to false; a chip strip renders above the composer when magicHandoff?.ai_assessment_data?.suggested_steps[] is non-empty and the magic-moment has dissolved. Click prefills input + focus; first send hides the strip; explicit X also hides. Per-session lifetime (Codex correction locked design).
  • Unread 6px dot on EscalationQueue cards. localStorage-persisted seen set (rf-escalation-seen, capped 200). Dot renders top-right of any card not yet seen. Cleared on open (card click) or claim (Pick Up) — NOT on hover (Codex correction). Pick Up onClick now stops propagation so the wrapper's open handler isn't double-fired.
  • Race-condition toast on claim conflict. New HandoffAlreadyClaimedError exception class in handoff_manager.py. claim_session now eager-loads claimed_by_user, rejects different-user re-claims (idempotent for same-user), and raises with the winner's id/name/timestamp. Endpoint translates to 409 with structured detail. AssistantChatPage.handleStartHere extracts the detail, formats "Already claimed by {name} {time_ago}." via timeAgo(), drops ?pickup=true, and dismisses the magic-moment so the loser flows back to the queue. Backed by 2 new unit tests in test_handoff_manager.py.

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.

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