docs(02-04): complete human escalation handoff plan
- Summary with decisions, metrics, and self-check - STATE.md: advance progress to 78%, add decisions, record session - ROADMAP.md: update phase 2 plan progress (3 of 5 complete) - REQUIREMENTS.md: mark AGNT-05 complete
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.planning/phases/02-agent-features/02-04-SUMMARY.md
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---
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phase: 02-agent-features
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plan: 04
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subsystem: orchestrator
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tags: [escalation, handoff, slack-api, redis, celery, pydantic, postgres, alembic]
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requires:
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- phase: 02-01
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provides: "get_recent_messages for transcript assembly; Redis short-term memory infrastructure"
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provides:
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- "Escalation rule evaluator: 'keyword AND count > N' condition parser + natural language phrase detection"
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- "Conversation transcript packager: Slack mrkdwn format with 3000-char truncation"
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- "Human DM delivery: Slack conversations.open + chat.postMessage via httpx"
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- "Escalation status tracking in Redis: escalation_status_key sets 'escalated' flag"
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- "Post-escalation assistant mode: end-user messages to escalated threads get auto-reply, skipping LLM"
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- "Agent model fields: escalation_assignee (Slack user ID), natural_language_escalation (bool)"
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- "Alembic migration 003: adds escalation_assignee and natural_language_escalation to agents table"
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- "No-op audit logger stub for escalation events (replaced when Plan 02 audit module ships)"
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affects:
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- "02-02 (audit) — escalation events use no-op logger stub, ready for real AuditLogger swap"
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- "tasks.py pipeline — escalation pre/post checks integrated around LLM call"
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tech-stack:
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added: []
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patterns:
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- "Condition parsing: 'keyword AND count_field > N' format, regex-based, no eval()"
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- "TDD pattern: RED (failing tests committed) then GREEN (implementation committed)"
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- "Escalation pre-check before LLM: Redis flag gates whether LLM is called at all"
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- "No-op logger stub: allows feature to work before audit plan is implemented"
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key-files:
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created:
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- packages/orchestrator/orchestrator/escalation/__init__.py
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- packages/orchestrator/orchestrator/escalation/handler.py
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- migrations/versions/003_escalation_fields.py
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- tests/unit/test_escalation.py
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- tests/integration/test_escalation.py
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modified:
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- packages/shared/shared/models/tenant.py
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- packages/orchestrator/orchestrator/tasks.py
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key-decisions:
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- "Keyword-based conversation metadata detection (v1): billing keywords + attempt counter from sliding window — simple and sufficient for initial rules"
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- "Natural language escalation condition uses literal string 'natural_language_escalation' in escalation_rules config — matches plan spec"
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- "Bot token loaded unconditionally in _process_message (not gated on placeholder_ts) — escalation DM needs it regardless of Slack placeholder presence"
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- "No-op audit logger stub in tasks.py: escalation works independently of Plan 02 audit module; swap is a one-line change"
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- "Condition parser uses regex (not eval): safe, deterministic, no code injection risk"
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patterns-established:
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- "Escalation check is two-phase: pre-LLM (assistant mode gate) and post-LLM (rule trigger)"
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- "assistant mode: escalated thread + end user sender → skip LLM entirely, return static reply"
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- "Escalation DM format follows employee metaphor: '{agent.name} needs human assistance'"
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requirements-completed:
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- AGNT-05
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duration: 5min
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completed: 2026-03-23
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---
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# Phase 02 Plan 04: Human Escalation Handoff Summary
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**Rule-based and natural-language escalation with Slack DM delivery, Redis assistant-mode gate, and full transcript packaging**
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## Performance
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- **Duration:** 5 min
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- **Started:** 2026-03-23T21:08:30Z
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- **Completed:** 2026-03-23T21:13:12Z
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- **Tasks:** 2
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- **Files modified:** 7
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## Accomplishments
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- Built complete escalation handler: condition evaluator, transcript builder, and Slack DM pipeline
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- Wired escalation checks into the orchestrator message pipeline at both pre-LLM and post-LLM positions
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- Added Agent model columns and Alembic migration for escalation configuration
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- 28 tests passing (22 unit, 6 integration) covering all escalation behaviors
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## Task Commits
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1. **Task 1 (TDD RED): Failing tests for escalation handler** - `d489551` (test)
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2. **Task 1 (TDD GREEN): Escalation handler implementation** - `4047b55` (feat)
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3. **Task 2: Wire escalation into orchestrator pipeline** - `a025cad` (feat)
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## Files Created/Modified
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- `packages/orchestrator/orchestrator/escalation/__init__.py` - Package init for escalation module
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- `packages/orchestrator/orchestrator/escalation/handler.py` - check_escalation_rules, build_transcript, escalate_to_human
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- `packages/shared/shared/models/tenant.py` - Added escalation_assignee and natural_language_escalation to Agent model
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- `migrations/versions/003_escalation_fields.py` - Alembic migration for new Agent columns
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- `packages/orchestrator/orchestrator/tasks.py` - Escalation pre/post checks in _process_message
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- `tests/unit/test_escalation.py` - 22 unit tests (rule matching, NL phrases, transcript formatting)
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- `tests/integration/test_escalation.py` - 6 integration tests (Slack API mocking, Redis, audit)
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## Decisions Made
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- **Keyword-based metadata detection (v1):** Rather than LLM-structured output, detect billing keywords and count user turns as a proxy for attempts. Simple, zero-latency, sufficient for v1 escalation rules.
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- **Bot token loaded unconditionally:** Changed from conditional load (only when placeholder_ts set) to always load from channel_connections. Escalation DM delivery requires it regardless.
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- **No-op audit logger stub:** tasks.py includes a minimal no-op AuditLogger stub so escalation works before Plan 02 (audit) ships. Swap is one import change.
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- **Condition parser uses regex, not eval:** Prevents code injection. Supports "X AND Y op Z" format with standard comparison operators.
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## Deviations from Plan
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None - plan executed exactly as written. The no-op audit logger is specified in the plan's "CRITICAL constraints" section.
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## Issues Encountered
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None.
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## Next Phase Readiness
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- Escalation handler ready; can be tested end-to-end with a real Slack bot token in escalation_assignee
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- When Plan 02 (audit) ships, replace `_get_no_op_audit_logger()` in tasks.py with the real AuditLogger import
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- Conversation metadata detection is v1 keyword-based; can be upgraded to LLM-structured output in a future plan
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---
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*Phase: 02-agent-features*
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*Completed: 2026-03-23*
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## Self-Check: PASSED
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- All 7 files created/modified: FOUND
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- All 3 task commits (d489551, 4047b55, a025cad): FOUND
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- All 28 tests passing
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