---
date: 2026-04-22
branch: feat/flowpilot-migration
remote: ssh://gitea.resolutionflow.com/chihlasm/resolutionflow.git
last_commit: a47ce07 docs(pilot): fix Phase 8 column + commit-SHA references
status: Sprint 8/8 phases complete and pushed; PR not yet opened. Two open items remain (see "Open work" below); open item #2 resolved by Phase 8.
---

# FlowPilot Migration — Session Handoff

## Where the work lives

- Branch: `feat/flowpilot-migration` (pushed to Gitea, mirrors to GitHub)
- Spec: [docs/FlowAssist_Migration/FLOWPILOT-MIGRATION.md](../FlowAssist_Migration/FLOWPILOT-MIGRATION.md)
- Mockups: [docs/FlowAssist_Migration/mockups/](../FlowAssist_Migration/mockups/) (PNG + HTML reference)

## What shipped

All eight migration phases are merged onto the branch and verified against the live dev stack (`resolutionflow_frontend` / `resolutionflow_backend` / `resolutionflow_postgres` containers).

| Phase | Commit | What landed |
|---|---|---|
| 0 — baseline telemetry | (pre-branch) | analytics events for funnel deltas |
| 1 — `/assistant` → `/pilot` rename | early commits | route redirects, sidebar updates |
| 2 — What we know (facts) | (mid) | `session_facts` table, `[PROMOTE]` marker, fact CRUD endpoints, `WhatWeKnow` section |
| 3 — Suggested fix + Resolve preview | `7ccf4c6` and prior | `session_suggested_fixes`, `[SUGGEST_FIX]` marker, `ResolutionNotePreview` popover |
| 4 — Escalate + PSA writeback | `8fd2c1b` | `psa_writeback_service` with status verification, kind-parameterized preview |
| 5 — inline Script Generator | `fa61376` | `TemplateMatchPanel`, `NoTemplateDialog` three-option dialog |
| 6 — post-resolve templatize | `4aaf57a` | `draft_templates` table, accept/reject endpoints, `TemplatizePrompt` modal, account preferences |
| 7 — polish | `8a242f5` | loading/empty states, keyboard shortcuts (`⌘↵`, `⌘G`, `?` overlay), responsive bottom-drawer <1200px |
| 8 — Fix Outcome Banner | `cdd8bb0`..`a47ce07` | Six outcome columns on `session_suggested_fixes` (`status`, `applied_at`, `verified_at`, `partial_notes`, `failure_reason`, `ai_outcome_proposal`) + `PATCH /api/v1/ai-sessions/{sid}/suggested-fixes/{fid}/outcome` endpoint + `[FIX_OUTCOME]` marker; replaces task-lane `SuggestedFix` card with a chat-composer-anchored `ProposalBanner` (5 states: proposed/verifying/partial/ai_confirming/nudge + collapsed); `EscalateInterceptDialog` captures outcome before handoff; Resolve-while-verifying auto-marks success; 17 new tests (8 endpoint + 7 marker + 2 anti-parrot) |

Plus the structural fixes that came up along the way:
- `50215b9` + `d0ebdef` — full sweep removing literal payloads from AI system prompts; new `tests/test_prompt_anti_parrot.py` guardrail
- `ce7c8ac` + `ddae171` — task-lane state-leak across chats (centralized `resetSessionDerivedState()` helper)
- `8879f96` — dropped `sticky top-0` from all four lane section headers (they were orphaning over unrelated content on scroll)

## How to resume

1. `git checkout feat/flowpilot-migration`
2. `docker compose -f docker-compose.dev.yml up -d` (if the stack isn't running)
3. Verify: `docker exec resolutionflow_frontend sh -c "cd /app && npx tsc -b"` should be clean
4. Live URL: <http://localhost:5173/pilot> (or `<host-ip>:5173/pilot`)
5. Test users (password `TestPass123!`): `engineer@resolutionflow.example.com`

## Open work — pick one

Items #1 and #3 were discovered during Phase 6/7 verification and remain deferred. Item #2 is resolved by Phase 8. Items #1 and #3 can now be tackled in either order; #2 no longer reframes #3 since the primary fix entry point has moved to the banner.

### 1. NoTemplateDialog narrow-lane bug
[frontend/src/components/pilot/script/NoTemplateDialog.tsx](../../frontend/src/components/pilot/script/NoTemplateDialog.tsx)

**Symptoms (live, reproducible):**
- The three-card option grid uses `grid-cols-1 gap-2 sm:grid-cols-3`. The `sm:` breakpoint is **viewport-based**, not container-based, so a 340px-wide lane on a 1400px viewport gets three 100px-wide cards. Text wraps every two words, the `RECOMMENDED` pill collides with the drafted-script box.
- Cards appear unclickable when the AI emits `[SUGGEST_FIX]` without an `ai_drafted_script`. They render disabled because `disabled={busy || !draftBody.trim()}` (line 175).

**Decision needed before coding:** when the AI proposes a fix but doesn't draft a script, what should this dialog do? Three options were enumerated; the recommended one is **(a) don't show the three-option dialog at all — show a single "Open Script Builder pre-loaded with the fix description →" CTA**. The three-card UX is for evaluating an existing draft; with no draft, the choice collapses to one button.

**Visual fix is mechanical** regardless of which behavior is chosen: switch the grid to `grid-cols-1` (always stacked) — Tailwind container queries are also an option but stacking is simpler and the lane is too narrow for three columns at any container width.

**Note:** After Phase 8, this dialog is only reached after the engineer interacts with the `ProposalBanner` at the bottom of the chat column. The narrow-lane problem is less prominent than before, but the disabled-cards bug (when no `ai_drafted_script` is present) still needs a decision before the dialog is usable without a draft.

### 2. Task lane crowding / Suggested Fix discoverability
**Status: RESOLVED by Phase 8.** The `SuggestedFix` card no longer lives inside the scrollable task lane. Phase 8 replaced it with a chat-composer-anchored slide-up banner (`ProposalBanner`) that is always visible at the bottom of the conversation column regardless of how far the task lane has scrolled. The banner is the primary entry point for fix application; the task lane retains a compact read-only summary of the active fix for reference.

See [docs/FlowAssist_Migration/phase-8-fix-outcome-banner.md](../FlowAssist_Migration/phase-8-fix-outcome-banner.md) for the implementation plan and design rationale. Because the banner is now the primary entry point, the NoTemplateDialog narrow-lane bug (open item #1) is considerably less visible — the three-option dialog is only reached after the engineer opts in via the banner, at which point they have already acknowledged the fix.

### 3. Tabbed Script Builder inside the chat (Option A from the modal-vs-tab discussion)
**Status: agreed in concept, schema + plan drafted, no code written yet.**

When the AI proposes a fix without a drafted script, give the engineer two paths inside a tabbed interface (the chat region gets a `[Chat] [Script Builder ●]` tab strip):

- **Write it myself** → modal/tab with a Monaco/textarea editor pre-loaded with the fix description as a comment.
- **Generate with AI** → embed `ScriptBuilderChat` (already extracted from `ScriptBuilderPage`, lives at [frontend/src/components/script-builder/ScriptBuilderChat.tsx](../../frontend/src/components/script-builder/ScriptBuilderChat.tsx)).

Either path persists the script to `session_suggested_fixes.ai_drafted_script` on the backend. Modal closes, NoTemplateDialog re-renders with `draftBody` populated, the three-card decision unlocks normally.

**Schema additions agreed (not yet migrated):**

```sql
ALTER TABLE script_builder_sessions
  ADD COLUMN origin VARCHAR(20) NOT NULL DEFAULT 'standalone',  -- 'standalone' | 'pilot_inline'
  ADD COLUMN parent_pilot_session_id UUID NULL REFERENCES ai_sessions(id) ON DELETE SET NULL;
```

Both nullable-default so existing rows stay valid. `origin` enables future split-quota billing (decided to count as one billable session for now, but tagged for analytics). `parent_pilot_session_id` enables the "Resume script generation →" link on the suggested-fix card when the engineer closes the tab mid-build.

**UX placement decision: tabbed within the chat region.** User explicitly rejected modal-on-top and side-by-side because both context-switch the engineer away from the chat. Tabs use `display: none` toggling (not unmount) so chat scroll position, draft message, and history stay exactly preserved.

**Lift items:**
- Extract `<ScriptBuilderChat>` into a `mode: 'standalone' | 'ephemeral'` prop — ephemeral mode returns the script to the caller instead of saving a `script_templates` row.
- New backend endpoint: `PATCH /sessions/{sid}/suggested-fixes/{id}/script` (writes `ai_drafted_script` + `ai_drafted_parameters`).
- Tab strip UI in the chat region (new affordance — biggest visual delta).
- Migration for the two new columns.

Estimated half a day end-to-end.

## Loose ends / things to verify on resume

- **PR not opened.** Branch is pushed but no Gitea PR yet. When ready: `gh pr create` works against the GitHub mirror, but the actual review happens in Gitea.
- **`/ultrareview` not run** on the final state of the branch. Worth doing before PR creation.
- **Phase 8 browser QA not done.** The new `ProposalBanner` and `EscalateInterceptDialog` have not been exercised in a headless-browser session. Key states to cover: banner appears on `[FIX_OUTCOME]` marker; banner dismisses correctly; escalate mid-fix triggers `EscalateInterceptDialog`; banner auto-collapses after session resolved. Use `/qa` or `/design-review` against `mockups/06-slide-up-banner.html` and `mockups/07-verify-states.html`.
- **Phase 7 visual verification was structural only** — `tsc -b` and `npm run build` both clean, HMR applied each change without error, but no headless-browser screenshot comparison against the mockup PNGs. If you want pixel-level verification, `/qa` or `/design-review` would catch deltas.
- **Anti-parrot test runs as part of `pytest`** but is not enforced in any specific CI step yet — verify `tests/test_prompt_anti_parrot.py` is discovered by the existing pytest run, and consider failing CI explicitly on regression.

## Files most likely to need attention next

- [frontend/src/pages/AssistantChatPage.tsx](../../frontend/src/pages/AssistantChatPage.tsx) — 1500+ lines, the central pilot orchestrator. Most state-leak and rendering bugs surface here first. Search for `resetSessionDerivedState` to see the chat-switch reset pattern.
- [frontend/src/components/assistant/TaskLane.tsx](../../frontend/src/components/assistant/TaskLane.tsx) — accepts `whatWeKnowSlot` / `suggestedFixSlot` / `bottomSlot` from the parent, plus a `variant: 'side' | 'drawer'` for responsive.
- [backend/app/services/unified_chat_service.py](../../backend/app/services/unified_chat_service.py) — owns marker parsing for `[PROMOTE]`, `[SUGGEST_FIX]`, `[QUESTIONS]`, `[ACTIONS]`, `[FORK]`, `[TREE_UPDATE]`. If markers stop firing in chat, this is the first place to check.
- [backend/app/services/assistant_chat_service.py](../../backend/app/services/assistant_chat_service.py) — `ASSISTANT_SYSTEM_PROMPT` constant. Anti-parrot test enforces no literal payloads here; use `<placeholder>` syntax only.
