resolutionflow/.ai/CURRENT_TASK.md

CURRENT_TASK.md

Active task: L1 AI Tree Builder Phase 2A — review findings resolved, PR #193 ready to re-push (feat/l1-ai-tree-builder-phase-2a → main). The 2026-06-09 multi-agent review found 10 confirmed defects (incl. a showstopper: AI nodes carried no id so walks never advanced); all 10 resolved this session (root fix: real columns replace the meta walked_path convention; ad-hoc walk restored). Full Phase 2A backend set 110 passed/0 failed; frontend tsc+lint+build clean; migration roundtrip clean (new head 61dda4f615c6). Resume point = commit + push branch, re-run Gitea CI, merge; then prod alembic upgrade head (4 migrations) + a live AI-quality smoke/benchmark before wide enablement (spec §5.3). See .ai/HANDOFF.md + docs/plans/2026-06-09-pr193-phase2a-review-findings.md.

Parallel (user-side, blocked): Phase O cutover for self-serve signup — all code blockers closed on main; only user-side manual ops remain (apex DNS at Namecheap, Stripe Dashboard live-mode config with the /contact + /policies URLs, Railway prod env vars, internal validation, public flag flip), gated on the EIN.

Recently shipped

• 2026-05-14 — PR #168 Session expiration policy + dashboard onboarding-CTA fix + welcome step-2 PSA CTA reshape. Merge-committed into main as 3a35121. Three threads bundled on one branch (feat/session-expiration-policy):
  • Session expiration policy (original branch scope): 3d idle / 14d absolute, per-account override, bulk revoke. New AccountSecuritySettingsPage, RevokeSessionsModal, SessionExpiryToast, useAuthSessionExpiry hook; backend dependencies in accountSecurity.ts.
  • Dashboard onboarding CTA fix (8d79dd9): The "Start a session" CTAs on NextStepCard and SetupChecklist used to <Link to="/"> while themselves rendered on /, so clicks were silent no-ops. Replaced with a FOCUS_START_SESSION_EVENT window event that StartSessionInput listens for — scrolls itself into view (top of viewport), focuses the textarea, pulses a blue ring 900ms. NextStepCard hides itself locally on click so the prompt doesn't linger while the user types.
  • Welcome step-2 PSA CTA reshape (dc88797): Selecting a real PSA now swaps [Continue] [Skip] for [Connect <PSA> now] [Connect later] [Skip this step]. Primary blue button saves primary_psa and routes to /account/integrations; "Connect later" saves and continues to step 3. Pre-existing bug fixed: the old subtle "Connect now →" link never persisted primary_psa before navigating. Now it does. "No PSA yet" / no-selection states still show the original single Continue.
• 2026-05-14 — PR #166 Docs/handoff doc updates carrying forward PR #164/#165 state and EIN blocker. Squash-merged into main as fe0e692.
• 2026-05-12 — PR #167 backend/scripts/create_site_admin.py site-wide super-admin bootstrap script. Squash-merged into main as e50a215. Idempotent CLI, three modes (--send-reset, --print-reset, --promote-only). Uses ADMIN_DATABASE_URL (BYPASSRLS). User confirmed end-to-end success against prod via railway ssh 2026-05-12 evening.
• 2026-05-12 — PR #165 Legal/contact pages for Stripe site review. Squash-merged into main as ba45cfe. Three new SPA pages: /policies (consolidated Customer Policies — refunds, cancellation, U.S. legal/export restrictions, promotional terms; anchor IDs per subsection), /contact (phone (470) 949-4131, support/sales/billing/security inboxes, response-time SLAs), /promotions (stub satisfying Policies §6.2). New MarketingFooter component (components/common/MarketingFooter.tsx) extracted from inline landing footer; mounted on /landing, /pricing, /contact-sales so all four legal links (Privacy/Terms/Policies/Contact) are reachable from every marketing surface. Component reuses existing landing-footer* CSS — must be inside a .landing-page wrapper (documented in JSX comment). Privacy and Terms closing sections updated to point at /contact + /policies with correct per-area inboxes; stale hello@ mailto removed everywhere. Mailing address left as TODO comments in both ContactPage.tsx and PoliciesPage.tsx, rendered publicly as "available on request" until P.O. Box is purchased. tsc + eslint clean.
• 2026-05-08 — PR #164 Plan taxonomy reconciliation + INTERNAL_TESTER_EMAILS allowlist + Stripe sync script + page-title fix + frontend taxonomy followups + doc refresh. 5 commits on feat/billing-plan-taxonomy from main (dad5e1f); HEAD 2c9f5e9. Migration 4ce3e594cb87 renames plan_limits.plan='team' → 'enterprise' and adds starter row (caps interpolated between free and pro: max_trees=10, sessions=75, ai=15/mo). Resource visibility (Tree.visibility='team', StepLibrary.visibility='team') is a separate domain and intentionally untouched. New backend/scripts/sync_stripe_plan_ids.py upserts plan_billing rows from Stripe products by exact name match — annual fields stay NULL by design (user explicitly skipping annual pricing for exit flexibility). Settings.is_internal_tester + is_self_serve_active_for centralize the allowlist + global-flag check; new get_current_user_optional dep; /config/public honors allowlist for authenticated callers; /auth/register allows allowlisted emails without invite code. LandingPage page-title bug — — inside JSX attribute strings was rendering as 6 literal characters in browser tabs; replaced with literal em dash. PageMeta default tagline updated from "Decision Tree Platform" to "AI-Powered Troubleshooting for MSPs". 86/86 passing across subscription/billing/plan/invite/admin sweep; tsc + lint clean. See .ai/DECISIONS.md for the two architectural entries (taxonomy reconciliation, allowlist).
• 2026-05-06 — PR #163 Seed test users marked email-verified. Squash-merged into main as dad5e1f.
• 2026-05-06 — PR #162 Self-serve signup Phase 2 (frontend cutover). 18 commits across Tasks 27–44 of the plan. Backend remainders + frontend billing foundation + auth surfaces (OAuth + accept-invite + verify-email) + welcome wizard + dashboard redesign (TrialPill, NextStepCard, unified checklist) + public surfaces (/pricing, /contact-sales) + beta-signup deprecation. Squash-merged into main as f1be3ab. Single alembic head was c6cbfc534fad (no new migrations in Phase 2; PR #164 adds 4ce3e594cb87).
• 2026-05-02 — PR #159 In-product User Guides rewrite. Merged into 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.