Michael Chihlas
5085bb47c2
Records 029680a — every escalation now funnels through HandoffManager
regardless of which URL it entered through, so /escalate from
EscalateModal produces the full set of artifacts (handoff row,
AppNotification, SSE event, Slack/Teams via notify, per-user emails,
documentation, PSA push) and the bell-icon notification opens the
magic-moment screen end-to-end. Notes the legacy SessionBriefing branch
+ flowpilot_engine.escalate_session as orphaned, scheduled for removal
after pilots have run a couple of weeks on the unified path.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
57 lines
7.4 KiB
Markdown
57 lines
7.4 KiB
Markdown
# CURRENT_TASK.md
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**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.
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**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](https://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).
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**Plan:** [`docs/plans/2026-04-27-escalation-mode-wedge-design.md`](../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.
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**Test plan artifact:** [`docs/plans/2026-04-27-escalation-mode-wedge-test-plan.md`](../docs/plans/2026-04-27-escalation-mode-wedge-test-plan.md) — primary input for `/qa` once feature-complete.
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## Done on `feat/escalation-metric-endpoint` (8 commits, branched from `main` @ `c0ed6d9`)
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| Commit | What it ships |
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| `d51e95c` | Plan + test-plan artifacts |
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| `52f6d03` | `GET /analytics/flowpilot/escalations` — in-product time-to-first-action; account-scoped, engineer-or-admin gated |
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| `7a5b853` | Role-gate POST `/handoffs/{id}/claim` to engineer-or-admin |
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| `07d0db9` | `HandoffManager.dispatch_escalation_notifications` — emails engineer/admin teammates on intent=escalate; graceful-degradation regression |
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| `9f0bfd4` | `EscalationMetricCard` mounted above the queue list |
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| `a283d0d` | `.ai/` mid-flight refresh |
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| `87bd0b7` | **WIP** marker for the SSE backend slice (paused for Codex pass) |
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| `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 |
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| `fff8338` | Doc-only: track escalation assessment latency follow-up |
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| `9bdd995` | Bound escalation assessment latency to `ESCALATION_AI_ASSESSMENT_TIMEOUT_SECONDS` (default 5s); handoff still creates if assessment times out |
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| `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 |
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| `f65b657` | Handoff state docs after frontend SSE slice lands |
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| `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) |
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| `c194ba4` | Handoff state docs after magic-moment screen lands |
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| `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 |
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| `2a2329a` | Handoff state docs after bell-icon fix; record draft PR #155 |
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| `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 |
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**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.
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## Remaining work on this branch
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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.
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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.
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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".
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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.
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5. **Owner-facing analytics page** at `/analytics/escalations` — period selector, conversion-rate, trend chart. ~0.5d. Optional for v1 demo.
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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.
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## Two-metric framing — read this before quoting numbers to anyone
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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.
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## Kill-switch
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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.
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## Previous task — closed out
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**Task:** Land PR #153 — fix the `AssistantChatPage` prefill `currentChatRef` bug. **Status:** complete (2026-04-26). Merged as `68fcdc6` on `main`.
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**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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