nexus/.planning/phases/33-persistent-memory/33-03-SUMMARY.md

phase	plan	subsystem	tags	requires	provides	affects	tech-stack	key-files	key-decisions	metrics
33-persistent-memory	03	server/routes + ui/pages	ai-streaming memory-injection sse handoff react express	phase provides 33-persistent-memory/01 assistantMemoryService (get/append/clear) phase provides 33-persistent-memory/02 PersonalAssistant page, chatApi, useNexusMode phase provides 31-puter-js-zero-config-cloud puterProxyService.chatStream, nexusSettingsService	Real AI streaming via puterProxyService with echo fallback (no puter token) Memory facts injected as system message prefix in AI calls Facts appended to memory after each assistant turn SSE format fixed to {type:"token"}, {type:"done"}, {type:"error"} POST /conversations/:id/assistant-handoff route chatApi.assistantHandoff UI method Wired "Turn into project" button in PersonalAssistant	server/src/routes/chat.ts server/src/routes/assistant-handoff.ts server/src/app.ts ui/src/api/chat.ts ui/src/pages/PersonalAssistant.tsx	added patterns Pre-fetch conversation/settings/memory BEFORE flushHeaders (avoids SSE header race) puterProxyService try/catch for graceful echo fallback buildHandoffSummary pure function (exported + unit tested separately) Non-blocking memory append via .catch(() => {})	created modified server/src/routes/assistant-handoff.ts server/src/__tests__/33-assistant-handoff.test.ts server/src/routes/chat.ts server/src/app.ts ui/src/api/chat.ts ui/src/pages/PersonalAssistant.tsx	Pre-fetch conversation + settings + memory BEFORE res.flushHeaders() to avoid race condition (Pitfall 3 from research) puterProxyService.resolveToken wrapped in try/catch — graceful fallback to streamEcho when no puter token configured buildHandoffSummary exported as named function for direct unit testing without route test harness Personal Assistant handoff navigates to /dashboard after success — PM conversation will appear in conversation list Memory injection skipped for project_builder mode via isAssistant flag from nexus settings	duration completed_date tasks_completed files_changed 20 2026-04-01 2 6

Phase 33 Plan 03: AI Streaming + Memory Injection + Handoff Summary

Real AI streaming via puterProxyService with memory-injected system prompt, SSE format fix, and assistant-to-PM handoff route with wired UI button.

Performance

• Duration: ~20 min
• Completed: 2026-04-01
• Tasks: 2
• Files modified: 6

Accomplishments

Task 1: Replace streamEcho with real AI streaming + memory injection

• server/src/routes/chat.ts updated with:
  • Imports for assistantMemoryService, nexusSettingsService, puterProxyService
  • Pre-flushHeaders block: resolves conversation, nexus settings, memory facts
  • puterProxyService(db).resolveToken() try/catch for echo fallback
  • Builds messagesWithMemory array: system message with memory facts (capped 2000 chars) + conversation history + new user message
  • Uses puterProxyService.chatStream when token available, falls back to streamEcho
  • SSE format fixed: {type:"token", token}, {type:"done", messageId, content}, {type:"error", error} — matches client parser
  • Non-blocking memory fact append after each assistant turn
  • Memory injection skipped when mode is project_builder

Task 2: Assistant handoff route and wired UI button (TDD)

• RED: server/src/__tests__/33-assistant-handoff.test.ts — 7 tests written before implementation (all failing)
• GREEN: server/src/routes/assistant-handoff.ts created:
  • buildHandoffSummary() pure function: filters user-role messages, concatenates, caps at 1500 chars
  • assistantHandoffRoutes(db): POST /conversations/:id/assistant-handoff with assertBoard auth
  • Creates new conversation, inserts handoff_context system message with user summary
  • Returns { targetConversationId }
• server/src/app.ts: assistantHandoffRoutes(db) mounted via api.use()
• ui/src/api/chat.ts: assistantHandoff(conversationId) method added
• ui/src/pages/PersonalAssistant.tsx: "Turn into project" button fully wired
  • handleHandoff callback using chatApi.assistantHandoff
  • Success toast + navigate to /dashboard
  • Error toast on failure
  • Loading spinner during handoff
  • Button disabled when no conversation selected or handing off

Task Commits

1. Task 1: Real AI streaming + memory injection — d9a00d25
2. Task 2 (RED): Failing tests for handoff route — b5028a5d
3. Task 2 (GREEN): Handoff route + app wiring + UI button — 17564d9c

Files Created/Modified

• server/src/routes/chat.ts — Updated stream endpoint with real AI, memory injection, SSE format fix
• server/src/routes/assistant-handoff.ts — New handoff route with buildHandoffSummary
• server/src/app.ts — Added assistantHandoffRoutes mount
• server/src/__tests__/33-assistant-handoff.test.ts — 7 unit tests (4 for buildHandoffSummary, 3 for route handler)
• ui/src/api/chat.ts — Added assistantHandoff method
• ui/src/pages/PersonalAssistant.tsx — Wired "Turn into project" button with handoff flow

Deviations from Plan

Auto-fixed Issues

1. [Rule 3 - Blocking] Prerequisite files missing from worktree

• Found during: Task 1 setup
• Issue: Worktree worktree-agent-acd379e3 is based on an older commit (4c8cfcd8) that predates phase-21 chat system, phase-30 nexus settings, and phase-33 memory services. Files referenced by this plan did not exist.
• Fix: Used git checkout gsd/phase-33-persistent-memory -- ... to bring 33-01/02 files, and git checkout gsd/phase-31-puter-js-zero-config-cloud -- ... for puter-proxy and nexus-settings. Also checked out pushService.ts from PAP-878 branch.
• Files: 18 prerequisite files checked out in Task 1 commit
• Commit: d9a00d25

2. [Rule 3 - Blocking] Tooltip component removed from PersonalAssistant imports

• Found during: Task 2 (wiring UI button)
• Issue: The plan called for removing the disabled state from the button. The previous Tooltip wrapper was removed since the button is now fully functional (no need for "Coming soon" tooltip).
• Fix: Removed unused Tooltip, TooltipTrigger, TooltipContent imports; simplified button to direct onClick handler.
• Files: ui/src/pages/PersonalAssistant.tsx
• Commit: 17564d9c

Known Stubs

None — all data paths are fully wired. The puterProxyService fallback to streamEcho is intentional behavior (not a stub) for users without a configured puter token.

Test Results

• 24 tests pass across 3 test files:
  • 33-memory-sanitization.test.ts: 10 tests
  • 33-assistant-memory.test.ts: 7 tests
  • 33-assistant-handoff.test.ts: 7 tests (4 buildHandoffSummary + 3 route integration)

Self-Check: PASSED

Files exist:

• FOUND: /opt/nexus/.claude/worktrees/agent-acd379e3/server/src/routes/chat.ts
• FOUND: /opt/nexus/.claude/worktrees/agent-acd379e3/server/src/routes/assistant-handoff.ts
• FOUND: /opt/nexus/.claude/worktrees/agent-acd379e3/server/src/app.ts
• FOUND: /opt/nexus/.claude/worktrees/agent-acd379e3/server/src/tests/33-assistant-handoff.test.ts
• FOUND: /opt/nexus/.claude/worktrees/agent-acd379e3/ui/src/api/chat.ts
• FOUND: /opt/nexus/.claude/worktrees/agent-acd379e3/ui/src/pages/PersonalAssistant.tsx

Commits:

• FOUND: d9a00d25
• FOUND: b5028a5d
• FOUND: 17564d9c