diff --git a/docs/upstream-mike-escalation-state.json b/docs/upstream-mike-escalation-state.json index c8f887b85..788f25af5 100644 --- a/docs/upstream-mike-escalation-state.json +++ b/docs/upstream-mike-escalation-state.json @@ -371,21 +371,72 @@ "processed_at": "2026-08-13T18:42:47.291Z" } ] + }, + { + "number": 345, + "title": "Normalize assistant sources and unify frontend and Word UI", + "url": "https://github.com/Open-Legal-Products/mike/pull/345", + "merged_at": "2026-08-17T03:12:52.000Z", + "merge_commit_sha": "c0ef3e3b08648fe9293d9c4cc7dc8c21de0a6bbf", + "decision": "investigate", + "outcome": "needs-decision", + "status": "needs-decision", + "risk": "high", + "capability": "Provider-neutral assistant source-document normalization with shared citation, document-event, and edit-card presentation across web and Word clients", + "series_id": "assistant-source-ui-convergence", + "dependencies": [ + "Likely upstream Word add-in foundation (#299)", + "Likely canonical shared frontend assets (#343)" + ], + "prerequisites": [ + "Complete upstream patch and dependency diff", + "Contract tests for normalized document, case-law, and citation sources", + "Legal-source attribution and citation-verification review", + "Data-boundary and source-document authorization review", + "ROSS product decision on a Word add-in runtime" + ], + "reason": "The omitted 118-file change spans dependencies and lockfiles, source APIs, citation verification, legal-source behavior, data boundaries, and an absent ROSS Word client. Current ROSS seams exist in backend citation/legal-source routes and frontend shared types/assistant panels, but metadata cannot establish safe contract compatibility.", + "architecture_brief": "Implement any approved subset at ROSS’s existing seams: normalize provider-neutral source records behind backend citation and legal-source contracts, expose them through authenticated source-document routes, and resolve them in frontend shared types and AssistantSidePanel. Keep ROSS legal-source verification and data-boundary controls authoritative; treat Word UI sharing as a separate capability requiring an approved Word runtime.", + "implementation_plan": [ + "Obtain and review the full upstream patch, package manifests, lockfile delta, and API examples.", + "Specify a ROSS-native normalized source contract covering uploaded documents, cases, provider authorities, quotes, attribution, and stable identifiers.", + "Map authorization, ownership, hosted-data-boundary, and citation-verification invariants before adding any route.", + "Build backend contract tests and frontend panel-resolution tests using document, case-law, and Ontario legal-source fixtures.", + "Evaluate the web-only implementation independently; separately decide whether Word add-in architecture and shared UI packaging are in scope." + ], + "next_review_at": null, + "policy": "v2", + "attempts": 1, + "first_processed_at": "2026-08-25T15:07:20.993Z", + "processed_at": "2026-08-25T15:07:20.993Z", + "v2_attempted_at": "2026-08-25T15:07:20.993Z", + "history": [ + { + "outcome": "needs-decision", + "status": "needs-decision", + "risk": "high", + "reason": "The omitted 118-file change spans dependencies and lockfiles, source APIs, citation verification, legal-source behavior, data boundaries, and an absent ROSS Word client. Current ROSS seams exist in backend citation/legal-source routes and frontend shared types/assistant panels, but metadata cannot establish safe contract compatibility.", + "processed_at": "2026-08-25T15:07:20.993Z" + } + ] } ], "policy": "v2", "metrics": { "by_outcome": { "deferred": 55, - "needs-test-harness": 1 + "needs-test-harness": 1, + "needs-decision": 1 }, "by_status": { "terminal": 55, - "retryable": 1 + "retryable": 1, + "needs-decision": 1 }, "by_risk": { "defer": 54, - "medium": 2 + "medium": 2, + "high": 1 } } }