Michael Chihlas
fb2dc222fd
- HANDOFF: rewritten resume point. AI summary blocker is the active
task; consolidation plan is the path. 5-step implementation order
with watch-outs and breadcrumbs.
- CURRENT_TASK: updated commit table through 0d1b305. Documents the
live-test results (what works, the AI summary blocker), full
consolidation design with proposed payload shape.
- SESSION_LOG: chronological entry covering live QA bash, two
pickup bugs found + fixed, the three Enter/dashboard/timeout
fixes, and the architectural smell that surfaced.
- DECISIONS: new entry "Consolidate the three per-escalation AI
calls into one structured generation" — rejected alternatives
(bump timeout further, copy status-update content the wrong way,
switch to Haiku) and consequences (5s magic-moment, ~60% token
reduction, instant Ticket Notes button, schema enforcement
required, migration concerns documented).
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
66 lines
5.8 KiB
Markdown
66 lines
5.8 KiB
Markdown
<!-- Keep under ~2K tokens. Old handoffs live in SESSION_LOG.md. Do not let this file accumulate history. -->
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# HANDOFF.md
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**Last updated:** 2026-04-29 04:30 EDT
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**Active task:** **Escalation Mode** wedge — AI generation consolidation. Full status + design in [`CURRENT_TASK.md`](CURRENT_TASK.md). The wedge demo is **demo-blocked** by an empty AI assessment that didn't fix with a timeout bump. Architectural cause: 3 redundant AI calls per escalation; the right fix is to consolidate.
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**Branch:** `feat/escalation-metric-endpoint` at `0d1b305`. Pushed to origin. Draft PR #155 open.
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## Where the previous session ended
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Live QA bash on the wedge demo. Branch state: 4 commits added this session (`0f00ee5`, `665530f`, `b7d7ff0`, `0d1b305`).
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**Confirmed working in browser:**
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- Junior escalates → senior bell-icon notification
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- Senior Pick Up → magic-moment screen with handoff data
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- Senior Start Here → chat surface loads with conversation history (`0d1b305` fixed the selectChat-gating bug — was rendering blank before)
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- Sidebar shows picked-up session with "Escalated" pill (`0d1b305`'s `loadChats()` after claim)
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- Suggested-step chips render below the composer
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- Unread 6px dot on queue cards persists across refresh
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- Task-lane regression killed — no stale flash on new sessions
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- Enter-to-submit (Shift+Enter for newline) on `EscalateModal` and `ConcludeSessionModal`
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- `PendingEscalations` rows on dashboard expand to show escalation reason + step count + ticket #
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**Active blocker:**
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- **AI assessment never populates** on the magic-moment screen. Bumping the timeout 15s → 45s in `0d1b305` did not fix it in the field. Backend logs from earlier in session showed Sonnet timing out at 15s; the assumption was the call would complete with more headroom, but live test still empty. May be a different failure mode (assessment generating but the bus event firing with `has_assessment: false`, or the frontend subscription not refetching, or the call genuinely failing past 45s).
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## Resume point — DO THIS NEXT
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**Replace the three redundant AI calls with a single structured generation.** Full implementation plan in [`CURRENT_TASK.md`](CURRENT_TASK.md) under "Active task — AI generation consolidation." Summary:
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1. **Backend:** Replace `_generate_ai_assessment` with one Sonnet call returning structured JSON: `summary_prose` (PSA-flavored) + `what_we_know[]` + `likely_cause` + `suggested_steps[]` + `confidence`. Persist to `SessionHandoff`. Use Anthropic structured output / tool-use to enforce the schema.
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2. **Backend:** Make `generate_status_update` for `audience='ticket_notes'` / `context='escalation'` read the saved payload (instant). For `client_update` and `email_draft`, run a cheaper Haiku transformation over the saved prose, not a full re-summarization.
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3. **Backend:** Stop calling `_build_escalation_package_enhanced` from the background path — overlapping content. Verify nothing downstream depends on the *enhanced* enriched payload before removing.
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4. **Frontend:** `HandoffContextScreen` reads from the consolidated structured fields. `ConcludeSessionModal`'s "Ticket Notes" button stops generating, just copies the saved prose. "Client Update" / "Email Draft" trigger the cheap transformation.
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5. **Test plan:** magic-moment populates in ~5s. Token spend down ~60%. AI summary blocker resolved.
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**Implementation order (suggested):** 1 → 4 (so the magic moment shows the new fields) → 2 → 3 (cleanup) → tests.
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**Watch-outs:**
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- Schema enforcement matters. Past calls returned freeform prose that doesn't parse into chips. Anthropic structured output / tool-use is the right tool.
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- `escalation_package` JSON column has live data on existing sessions — keep it READABLE, just stop *writing* the enhanced payload from `enrich_escalation_async`. Dual-write the basic snapshot if downstream queue summaries need it.
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- `_generate_ai_assessment` is stubbed in `test_handoff_manager.py` and `test_session_handoffs_api.py` via `AsyncMock`. Update test fixtures when renaming.
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- The frontend assessment-ready SSE subscription (added in `0f00ee5`) is fine as-is — it'll dispatch on the new event payload. No client changes for the live-refresh path.
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## Useful breadcrumbs
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- AI assessment current impl: [`backend/app/services/handoff_manager.py`](../backend/app/services/handoff_manager.py) — `_generate_ai_assessment`, `_generate_ai_assessment_with_timeout`, `enrich_escalation_async`.
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- Status update current impl: [`backend/app/services/flowpilot_engine.py`](../backend/app/services/flowpilot_engine.py) — `generate_status_update`, `_build_status_update_prompt`, `_build_status_update_context`.
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- Enhanced package builder: [`backend/app/services/flowpilot_engine.py`](../backend/app/services/flowpilot_engine.py) — `_build_escalation_package_enhanced` (line ~1694).
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- Magic-moment screen: [`frontend/src/components/flowpilot/HandoffContextScreen.tsx`](../frontend/src/components/flowpilot/HandoffContextScreen.tsx).
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- Conclude modal: [`frontend/src/components/assistant/ConcludeSessionModal.tsx`](../frontend/src/components/assistant/ConcludeSessionModal.tsx) — see `handleGenerateStatusUpdate`.
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- Magic-moment integration + suggested-step chips: [`frontend/src/pages/AssistantChatPage.tsx`](../frontend/src/pages/AssistantChatPage.tsx).
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- Test fixtures stubbing the assessment: `backend/tests/test_handoff_manager.py`, `backend/tests/test_session_handoffs_api.py`.
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## Watch-outs (general)
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- Dev stack on this machine: backend `:8000`, frontend `:5173`, postgres `:5433`. All running via docker-compose. HMR works.
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- Test users (Acme MSP shared account, password `TestPass123!`): `engineer@resolutionflow.example.com` (junior), `teamadmin@resolutionflow.example.com` (senior).
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- The bus is acceptable for v1 pilot scale only (Railway single-replica). Redis pub/sub is the swap when horizontal scaling appears.
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- `streamEscalations` doesn't drive token refresh on a mid-stream 401. Acceptable for v1.
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