Files
resolutionflow/backend/app/schemas/session_fact.py
Michael Chihlas 625dba7548 feat(pilot): Phase 2 — What we know (facts) with stable task-lane IDs
Adds the load-bearing structural feature of the FlowPilot migration: a
"What we know" panel that holds confirmed facts for a session, fed by AI
[PROMOTE] markers and engineer-added notes. Facts feed the resolution
note preview (Phase 3) and survive across turns via stable UUIDs assigned
to pending_task_lane items.

Backend:
- FactSynthesisService: create/update/soft-delete facts with atomic
  state_version bumps; LLM-backed synthesize_from_question/check on the
  fact_synthesis (Haiku) action tier per Section 6.6.
- /api/v1/ai-sessions/{id}/facts CRUD + /facts/promote (proposed_text or
  via synthesis). PATCH returns 403 for question/diagnostic_check facts
  (edit the source item instead, Section 7.3).
- unified_chat_service: [PROMOTE] marker parser (JSON-block per Section
  8.1 spec drift note), stable-UUID assignment for pending_task_lane
  questions/actions preserved by exact text/label match across turns.
- ASSISTANT_SYSTEM_PROMPT: documents [PROMOTE] format, when to/not to
  emit, hallucination guardrails, source_ref handling.
- 17 tests covering parser, stable IDs, service validation, CRUD,
  editability rule, both promote modes, 422 null-synthesis path,
  state_version invariant.

Frontend:
- src/components/pilot/sections/{WhatWeKnow,WhatWeKnowItem,AddNoteButton}
  — green-gradient section above Questions, dashed-circle check, inline
  edit/delete gated by the server's editable flag.
- TaskLane gains a whatWeKnowSlot prop (existing assistant/ folder kept
  per the doc's "rename is opportunistic" guidance).
- AssistantChatPage fetches facts on selectChat and refetches after each
  chat send (so [PROMOTE]-synthesized facts appear immediately); auto-
  opens the lane when facts exist.

Verification: end-to-end smoke against the local docker stack confirms
all five endpoints (list/create/patch/delete/promote) plus the 403
editability rule. pytest suite verifies the same with mocked LLM. Live
[PROMOTE] flow remains untested until used in the UI — the marker shape
is covered by parser tests.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-21 21:13:44 -04:00

82 lines
2.9 KiB
Python

"""Pydantic schemas for the FlowPilot "What we know" session facts.
See FLOWPILOT-MIGRATION.md Section 4.2 for the data model rationale.
"""
from __future__ import annotations
from datetime import datetime
from typing import Literal
from uuid import UUID
from pydantic import BaseModel, Field
# AI-emittable source types are a subset (`user_note` is engineer-only).
AIEmittableSourceType = Literal["question", "diagnostic_check", "ai_synthesis"]
SourceType = Literal["question", "diagnostic_check", "user_note", "ai_synthesis"]
class SessionFactResponse(BaseModel):
"""A single fact card in the What-we-know panel."""
id: UUID
session_id: UUID
text: str
source_type: SourceType
source_ref: UUID | None
source_summary: str | None
created_by: UUID
created_at: datetime
updated_at: datetime
# `editable` is computed server-side so the client doesn't have to
# re-encode the editability rule. It mirrors the PATCH endpoint's
# 403 policy: only user_note and ai_synthesis facts are editable.
editable: bool
model_config = {"from_attributes": False}
class SessionFactListResponse(BaseModel):
facts: list[SessionFactResponse]
class SessionFactCreateRequest(BaseModel):
"""Engineer-created manual fact (the "+ Add a note" affordance).
The endpoint hard-codes source_type="user_note" — manual creation cannot
spoof a question/check origin. Source-type-bound creation goes through
`/promote` instead.
"""
text: str = Field(..., min_length=1, max_length=2000)
summary: str | None = Field(None, max_length=200)
class SessionFactUpdateRequest(BaseModel):
"""Edit an existing fact's text or summary.
The endpoint returns 403 when the fact's source_type is `question` or
`diagnostic_check` — those facts must be edited at the source item.
"""
text: str | None = Field(None, min_length=1, max_length=2000)
summary: str | None = Field(None, max_length=200)
class SessionFactPromoteRequest(BaseModel):
"""Promote a question answer / check result into a fact.
Two modes:
- **Direct**: caller provides `proposed_text` (and optionally `proposed_summary`).
The fact is persisted as-is. Used by the AI [PROMOTE] marker path and by the
engineer's "edit then save" affordance.
- **Synthesize**: caller provides `raw_input` (the engineer's typed answer or
the check output) and the server drafts `text`/`summary` via the
FactSynthesisService. The draft is persisted immediately for now —
the supervisor-staging review is a future enhancement (out of scope per
Section 12).
Exactly one of `proposed_text` or `raw_input` must be set.
"""
source_type: AIEmittableSourceType
source_ref: UUID | None = None
proposed_text: str | None = Field(None, min_length=1, max_length=2000)
proposed_summary: str | None = Field(None, max_length=200)
raw_input: str | None = Field(None, min_length=1, max_length=10_000)