feat(evals): run custom evals after voice calls; keep the agent's outcome

[Rahul-2903-juspay]

An agent's custom evals (its CONVERSATION_EVALS rows other than
outcome_correctness and conversation_evals) now run after each voice
call, as their own "evals" job on the topics queue. The topics job is
unchanged; a job queued before the kind field existed reads as topics.

Custom evals

• Queued from the finished-call tap after the end-of-call outcome check,
  so they see the final outcome. Only when the agent has an enabled
  custom eval and the call has a transcript; test and playground calls
  are skipped, as for the outcome check.
• Structured (Jev) evals on the same provider and model share one judge
  request.
• A failed job is requeued, up to 5 deliveries; a retry runs only the
  evals with no stored result. After the last delivery, each eval still
  without one gets a FAILED row.
• They only store results; they never change the call's outcome.

End-of-call outcome check (outcome_correctness)

• When it replaces the outcome, the agent's word is kept in the new
  lead_call_tracker.agent_outcome, in the same UPDATE. The write is
  compare-and-set: only while the lead is FINISHED and its outcome is
  still the word the check read.
• A check past 2s, or one that fails, leaves a FAILED evaluation_result
  row, saved in the background so call.completed never waits on it.

Migration 084 adds lead_call_tracker.agent_outcome and a partial index
on FAILED evaluation_result rows. On prod, build the index CONCURRENTLY
first (see the file header).

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Walkthrough

This pull request adds custom voice evaluation jobs, APIs for custom and outcome-correctness settings, outcome-correction result tracking, and dashboard and call analytics for both evaluation types.

Changes

Evaluation platform

Layer / File(s)	Summary
Custom evaluation settings and API app/schemas/breeze_buddy/evals.py, app/api/routers/breeze_buddy/evaluations/..., app/database/queries/breeze_buddy/evaluation_config.py, app/database/accessor/breeze_buddy/evaluation_config.py, tests/services/evals/test_eval_settings_api.py	Adds request and response schemas, authenticated routes, and handlers to list, create, retrieve, update, and enable or disable custom evaluations. Database queries and accessors read and update agent-scoped evaluation rows.
Custom evaluation job execution app/schemas/breeze_buddy/conversation_analysis.py, app/ai/voice/agents/breeze_buddy/services/conversation_analysis/..., app/services/evals/custom/..., app/database/queries/breeze_buddy/evaluation_result.py, app/database/accessor/breeze_buddy/evaluation_result.py, tests/services/conversation_analysis/custom/test_custom_eval_jobs.py	Voice calls can enqueue a separate evals job. The worker batches supported evaluations, skips completed results on retries, requeues failures before the fifth delivery, and records failed results on the final delivery.
Outcome-correctness settings and result tracking app/schemas/breeze_buddy/evals.py, app/api/routers/breeze_buddy/evaluations/preset/..., app/database/queries/breeze_buddy/evaluation_config.py, app/database/accessor/breeze_buddy/evaluation_config.py, app/ai/voice/agents/breeze_buddy/services/conversation_analysis/preset/outcome_eval.py, app/schemas/breeze_buddy/core.py, app/database/{queries,accessor,decoder}/breeze_buddy/lead_call_tracker.py, app/database/migrations/084_eval_outcome_analytics.sql, tests/services/conversation_analysis/preset/test_outcome_eval.py	Adds platform defaults and per-agent overrides for outcome-correctness settings. Failed and timed-out checks schedule failed result rows. Corrections save the prior agent outcome in a new tracker field.
Evaluation analytics app/schemas/breeze_buddy/analytics.py, app/database/queries/breeze_buddy/analytics/evals.py, app/database/accessor/breeze_buddy/analytics/evals.py, app/api/routers/breeze_buddy/analytics/..., tests/services/evals/test_eval_analytics.py	Adds dashboard and call analytics for outcome-correctness and custom evaluations, including filters, confidence and answer aggregation, and cursor-based pagination.

Priority: ➖ Normal

Estimated code review effort: 4 (Complex) | ~60 minutes

Change: Feature

Sequence Diagram(s)

sequenceDiagram
  participant Queue as Conversation evaluation queue
  participant Worker as Conversation analysis worker
  participant Runner as run_agent_evals
  participant Batch as run_batch
  participant Results as Evaluation results
  Queue->>Worker: Deliver evals-kind job
  Worker->>Runner: Pass job, context, and enabled evaluations
  Runner->>Batch: Run each provider/model batch
  Batch->>Results: Save verdicts for evaluations
  Runner->>Queue: Requeue failures before the delivery limit
  Runner->>Results: Save FAILED rows after the final delivery

Loading

Merge Risk

Merge Risk: 🔵 Low · up to 3e7c0

The new evaluation features are largely sound. Two edge cases remain. A legacy per-type conversation evaluation row could appear in, and run as part of, the custom evaluation list. A repeated or concurrent outcome write could also overwrite the agent's original outcome that analytics rely on. Both fixes are small, and the PR is reasonable to merge once they are addressed or explicitly accepted.

Security Architecture Review

Security architecture risk: 🟡 Moderate · up to 3e7c0

The new workflow can lose pending evaluations during restarts and record conflicting completion and failure results. Access checks limit data exposure, but external execution policy remains unverified.

Retained concerns

• Medium · reliability · observed: Batch persistence and retry accounting disagree about atomicity. Verdicts are saved individually, but a later save failure marks the entire batch unsuccessful. On the final delivery, FAILED rows are written even for evaluations already saved as COMPLETED during that delivery. The failure insert excludes only existing FAILED rows, and analytics counts completed and failed rows independently. This compromises evaluation evidence integrity and failure accounting; completed-result uniqueness does not prevent conflicting terminal states.
• Medium · reliability · observed: New custom-evaluation jobs are removed from Redis before execution, without an acknowledgement or recoverable in-flight record. Worker shutdown cancels consumers, and cancellation propagates without requeue. An interrupted job can therefore leave missing or partial evaluation evidence without retry or a terminal failure record. Destructive dequeue predates this PR, but custom evaluations newly depend on it; ordinary batch-failure retries do not cover interruption.

Security review details

Security Blast Radius

• observed — Configuration authority and evaluation data access are bounded by authorized templates and their reseller/merchant ownership. Platform-default settings remain admin-controlled. Worker interruption can affect in-flight evaluations from multiple tenants sharing the consumer pool; no cross-tenant disclosure was established.

Trust Boundaries and Controls

• observed — New routes use bearer RBAC authentication with signature, expiry, identity, and token-type checks. Configuration handlers enforce template ownership; analytics also validates template access and binds template and tenant scope as SQL parameters.
• observed — Template-authorized callers gain model-selection authority through custom configuration. Application validation requires a non-empty model identifier but establishes no approved-model list. The fixed provider endpoint limits network reachability; downstream model authorization and the intended delegation policy remain unknown.

Resilience and Maintainability Implications

• observed — The retained concerns affect completeness and consistency of evaluation evidence, not demonstrated privilege escalation. Ordinary retries and duplicate completed-write protection do not resolve interruption loss or conflicting terminal records.

Hardening Proposals

• proposed — Define one database-enforced terminal identity per source and evaluation, and reconcile partial batch saves before assigning failure. Preserve recoverable job ownership until terminal persistence is acknowledged.
• proposed — Confirm the intended model-selection delegation and downstream enforcement. If choices are meant to be restricted, enforce that policy before tenant-authored configuration reaches the credentialed provider.

🚥 Pre-merge checks | ✅ 4 | ❌ 1

❌ Failed checks (1 warning)

Check name	Status	Explanation	Resolution
Docstring Coverage		Docstring coverage is 27.51% which is insufficient. The required threshold is 80.00%. Docstring coverage is scoped to functions touched by this diff. Analyzed 189 functions across 31 files. (1 skipped…	Write docstrings for the functions missing them to satisfy the coverage threshold.

✅ Passed checks (4 passed)

Check name	Status	Explanation
Linked Issues check		Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check		Check skipped because no linked issues were found for this pull request.
Description Check		Check skipped - CodeRabbit’s high-level summary is enabled.
Title check		The title clearly summarizes two central changes: running custom evaluations after voice calls and preserving the agent's original outcome.

Full details: Docstring Coverage

Explanation

Docstring coverage is 27.51% which is insufficient. The required threshold is 80.00%. Docstring coverage is scoped to functions touched by this diff. Analyzed 189 functions across 31 files. (1 skipped: 1 unsupported.)

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Actionable comments posted: 2

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• 🪄 Fix CodeRabbit comments on this PR

🤖 Prompt to fix review comments

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Inline comments:
Review comments at @app/database/queries/breeze_buddy/evaluation_config.py:
- Around line 186-274: Exclude the per-type conversation_evals row from
custom-evaluation listing, lookup, enabled checks, and updates. Update
has_enabled_custom_evals_query, list_custom_evals_query, get_custom_eval_query,
update_custom_eval_configuration_query, and set_custom_eval_enabled_query to
filter out both OUTCOME_CORRECTNESS and the per-type conversation_evals name,
passing any added SQL parameters in the matching order; also exclude that name
in the agent_evals batch filter so it is not executed as a custom evaluation.

Review comments at @app/database/queries/breeze_buddy/lead_call_tracker.py:
- Around line 622-630: Update set_eval_outcome_query to preserve the first
agent_outcome and use compare-and-set: only update when the stored outcome still
matches the value read by checked_outcome, including NULL values. Extend
test_the_eval_outcome_is_written_with_the_agents_word to assert this condition.

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📥 Commits

Reviewing files that changed from the base of the PR and between 29bf139 and 3e7c0c5.

📒 Files selected for processing (32)

• app/ai/voice/agents/breeze_buddy/services/conversation_analysis/custom/agent_evals.py
• app/ai/voice/agents/breeze_buddy/services/conversation_analysis/preset/outcome_eval.py
• app/ai/voice/agents/breeze_buddy/services/conversation_analysis/queue.py
• app/ai/voice/agents/breeze_buddy/services/conversation_analysis/worker.py
• app/api/routers/breeze_buddy/analytics/__init__.py
• app/api/routers/breeze_buddy/analytics/evals.py
• app/api/routers/breeze_buddy/evaluations/__init__.py
• app/api/routers/breeze_buddy/evaluations/custom/__init__.py
• app/api/routers/breeze_buddy/evaluations/custom/handlers.py
• app/api/routers/breeze_buddy/evaluations/preset/__init__.py
• app/api/routers/breeze_buddy/evaluations/preset/outcome_correctness.py
• app/database/accessor/breeze_buddy/analytics/evals.py
• app/database/accessor/breeze_buddy/evaluation_config.py
• app/database/accessor/breeze_buddy/evaluation_result.py
• app/database/accessor/breeze_buddy/lead_call_tracker.py
• app/database/decoder/breeze_buddy/lead_call_tracker.py
• app/database/migrations/084_eval_outcome_analytics.sql
• app/database/queries/breeze_buddy/analytics/evals.py
• app/database/queries/breeze_buddy/evaluation_config.py
• app/database/queries/breeze_buddy/evaluation_result.py
• app/database/queries/breeze_buddy/lead_call_tracker.py
• app/schemas/breeze_buddy/analytics.py
• app/schemas/breeze_buddy/conversation_analysis.py
• app/schemas/breeze_buddy/core.py
• app/schemas/breeze_buddy/evals.py
• app/services/evals/__init__.py
• app/services/evals/custom/__init__.py
• app/services/evals/custom/batch.py
• tests/services/conversation_analysis/custom/test_custom_eval_jobs.py
• tests/services/conversation_analysis/preset/test_outcome_eval.py
• tests/services/evals/test_eval_analytics.py
• tests/services/evals/test_eval_settings_api.py

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Code Review

Found 4 issue(s):

Warning

• app/database/queries/breeze_buddy/analytics/evals.py:L344-358 - get_eval_calls_query adds question_key to the parameters as soon as it is present, but the clause that uses it is only built when answer or only_unsure is also sent. A request with only question_key (the Calls table picks a question with "Any answer") leaves a $n that the SQL never references. asyncpg fails with IndeterminateDatatypeError: could not determine data type of parameter $5, and eval-calls returns a 500. Reproduced against Postgres. Add the parameter only when it is used:

      question_key = filters.get("question_key")
      uses_question = filters.get("answer") is not None or filters.get("only_unsure")
      question = (
          f"item ->> 'key' = {params.add(question_key)}"
          if question_key and uses_question
          else "true"
      )
  

  To keep "this question was answered" as a filter on its own, add an EXISTS (... WHERE item ->> 'key' = $k) clause instead when only question_key is sent.

• app/database/queries/breeze_buddy/evaluation_config.py:L200-275 (and app/api/routers/breeze_buddy/evaluations/custom/handlers.py:L106) - RESERVED_NAMES is only checked when an eval is created. The list, get, update and set-enabled queries exclude only outcome_correctness. The conversation_evals row that the admin-only POST /templates/{id}/evaluations writes (its configuration is hidden from non-admins in _config_response) is therefore listed, readable and overwritable through /evaluations/custom by any user with template access. Because it runs as a custom eval, a replaced configuration takes effect on every call. Exclude every reserved name in these four queries, and in _enabled_eval (analytics/evals.py:L440) for analytics, or deliberately move that row under the new API.

• app/ai/voice/agents/breeze_buddy/services/conversation_analysis/queue.py:L80-82 - The evals job is queued in end_conversation while crm_mirror's finished tap is still running checked_outcome, which takes up to 2 s before set_eval_outcome writes the corrected outcome. A consumer that picks up the job straight away gives the judge the agent's original word as recorded_outcome (worker.py); one that picks it up later gives the corrected word. Any custom eval that reads the recorded outcome then gets inconsistent inputs depending on queue timing. Queue the evals job from the finished tap after checked_outcome returns. That leaves the topics enqueue in end_conversation untouched.

• app/database/accessor/breeze_buddy/analytics/evals.py:L17-58 - The four new accessors call run_reader_query without the error handling the rules require. .claude/rules/database.md: "Always wrap DB calls in try/except, log with logger.error(...), and re-raise". .claude/rules/breeze-buddy.md: "Accessor functions handle error logging and re-raise." The sibling analytics.py and chat_analytics.py wrap every call. Note that the topics accessor analytics/evaluation_result.py has the same gap, so this follows an existing inconsistency rather than starting one.

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Reviewed with multi-agent analysis (bugs, security, CLAUDE.md compliance)

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Code Review

No issues found. Checked for bugs, security issues, and CLAUDE.md compliance.