Summary

Phase 3 Step 10 — Proactive Messaging + Auto-Escalation. Backend complete. PWA HTML for Project-mode dropdown + status pills deferred to Phase 3.5 alongside the proactive intelligence overlay.

codec_agent_messaging.py ships agent → user message dispatch with 60s batching window. _run_agent (Step 9) gets post_message calls at 5 lifecycle points (started, checkpoint completed, blocked, aborted, done). Chat handler runs Qwen-3.6 classifier with 2-signal gate; on user "No", silences for that conversation (Q11).

Reference

• Blueprint: docs/PHASE3-BLUEPRINT.md §4
• TDD plan: docs/PHASE3-STEP10-PLAN.md
• Resolved Q&A: Q9 PWA-only notifications · Q10 60s batching · Q11 session silence after No · Q12 proactive overlay → Phase 3.5

Files

Audit envelope

3 new schema:1 events. agent_message_sent and _received thread the per-agent correlation_id from _run_agent's envelope. agent_auto_escalated_from_chat is independent (chat-handler invocation, no agent yet).

Permission/safety reuses

• Step 1 audit envelope (paired correlation_ids)
• Step 2 plugin lifecycle hooks
• Step 3 ask_user (for clarifying questions in agent_question type)
• Step 5 observer (passive recording)
• Step 7 shift_report (agent activity surfaces in daily summary automatically)
• Existing ~/.codec/notifications.json infrastructure since Phase 1

What's deferred to Phase 3.5

• Project mode UI — codec_dashboard.html mode-dropdown + status pills polling /api/agents (backend supports it via POST /api/agents; UI is end-user polish)
• Proactive intelligence overlay — Q12 was always Phase 3.5
• Step 9 review C2 dedicated blocked_on_qwen status
• Step 9 review M4 read-paths runtime enforcement

Test plan

• 🧪 tests/test_agent_messaging.py → 16 passed
• 🧪 tests/test_chat_escalation.py → 8 passed
• 🧪 Full suite — 930 passed / 20 failed / 73 skipped (same 20/73 baseline as main, +25 new tests from Step 10)
• All 3 Step 10 audit events emit with paired correlation_id where applicable
• Auto-escalation 2-signal gate + Q11 session silence verified
• Silence kill-switch tested (timeline preserved, banner skipped)
• Post-merge deploy:

  cd ~/codec-repo
  git pull
  pm2 restart codec-dashboard codec-agent-runner

• Real-world test: drop a project via POST /api/agents, approve, watch agent run + post update messages to chat thread

One subagent-flagged improvement

fix(agent_messaging): pass correct batched flag to audit emit — the original code hardcoded batched=False in the _audit call regardless of whether the message actually got batched into an existing banner. Now passes the correct flag.

Phase 3 closeout (next PR)

After this merges: docs/PHASE3-COMPLETE.md will consolidate all Step 8/9/10 sign-offs (matching Phase 1+2 closeout pattern). Phase 3.5 starts after.

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