# SESSION_LOG.md

> Append-only chronological record. Newest entries at the top. Skim when broader context is needed.
> Entry format:
>
> ```
> ## YYYY-MM-DD HH:MM <timezone> — <agent> — <one-line summary>
> - What was accomplished
> - What was left for next session
> - Files touched
> ```

---

## 2026-05-14 ~04:00 UTC — Claude — PR #166 + #168 merged; dashboard CTA bug fixed; welcome step-2 PSA CTA reshaped

**Accomplished:**

- User reported the "Start a session" CTA on the dashboard onboarding card doing nothing after completing the welcome wizard. Root cause: `NextStepCard.tsx:80-82` had `ctaPath: '/'` and the card itself only renders on the dashboard at `/`. Clicking `<Link to="/">` while already on `/` is a react-router no-op. Same dead-link in `SetupChecklist.tsx` for the `ran_session` row.
- Designed and built the fix collaboratively (user wanted scroll-to-input + visual pulse rather than auto-navigate to `/pilot` or just hiding the card):
  - Added `FOCUS_START_SESSION_EVENT = 'rf:focus-start-session'` window event exported from `StartSessionInput.tsx`. The component listens via `useEffect`, on dispatch calls `wrapperRef.current?.scrollIntoView({behavior:'smooth', block:'start'})`, focuses the textarea with `preventScroll:true` (so it doesn't fight the smooth scroll), and sets a 900ms `nudge` state that swaps the inner wrapper's `focus-within:` ring classes for a louder `ring-2 ring-[rgba(96,165,250,0.35)] shadow-[0_0_0_6px_rgba(96,165,250,0.12)]`. Added `scroll-mt-6` to the outer ref'd div so the input doesn't hug the very top edge.
  - `NextStepCard.tsx` — branched on `next.key === 'ran_session'`. Render a `<button>` that dispatches the event AND sets a new `locallyHidden` useState so the card disappears immediately on click (without calling the persisting `dismissOnboarding` API — that would kill all future onboarding nudges). All other CTAs keep the original `Link` element. Tests pass without changes (assertions only check text + testid).
  - `SetupChecklist.tsx` — same `ran_session` branch (the checklist had the same dead-link bug if the user expanded "Show all setup steps").
- User then asked about the welcome wizard PSA flow — "is it supposed to take me to set up ConnectWise if I keep clicking next after picking it?" Read `WelcomeStep2.tsx`: the spec was intentionally "just pick what you use, we'll wire it up later" with a `text-xs text-muted-foreground` "Connect now →" link as the only credential-setup entry. The link was visually near-invisible AND had a bug: it was a `<Link to="/account/integrations">` that navigated WITHOUT calling `onboardingApi.updateStep`, so `primary_psa` was never persisted if the user clicked it.
- Proposed three fix options; user picked option 2 (explicit two-button branch). Implemented in `WelcomeStep2.tsx`:
  - New `handleConnectNow` handler that calls `onboardingApi.updateStep({step:2, action:'complete', data:{primary_psa}})` then `navigate('/account/integrations')`. New `submitting === 'connect-now'` state value.
  - When `showConnectNow` (real PSA selected): action row renders `[Connect <PSA> now (primary)] [Connect later (secondary)] [Skip this step (tertiary)]`. Reused the old `welcome-step-2-connect-now` testid on the new primary button. "Connect later" reuses the `welcome-step-2-continue` testid + handleContinue. PSA label derived dynamically from `PSA_OPTIONS`.
  - When 'none' or no selection: original `[Continue] [Skip this step]` preserved.
  - Removed the import of `Link` from `react-router-dom` and the entire `showConnectNow && <Link>` block.
- All existing tests pass unchanged (`tsc --noEmit` clean, locally; vitest blocked by root-owned `node_modules/.vite-temp` — same env issue noted previously; CI ran the suite green on the PR).
- Committed in two logical commits onto current branch (`feat/session-expiration-policy`): `feat(welcome): two-button PSA CTA in step-2` (`dc88797`) and `docs: add architecture reports, public-landing routing plan, build-a-page tutorial, self-serve signup phase-2 design` (`e5b2624`). Pushed. PR #168 CI ran green across `CI/backend`, `CI/frontend`, `CI/e2e`. PR #166 merged first (HTTP 200), then PR #168 once CI cleared (HTTP 200). `main` now at `3a35121`.
- Filed two issues for session leftovers:
  - **#171** — Test coverage for the new `welcome-step-2-connect-now` path (existing tests still pass but don't exercise the new save + redirect behavior).
  - **#172** — Repo hygiene: add `core.[0-9]*` and `**/.remember/` to `.gitignore`, delete the three 20MB core dumps + `docs/architecture/.remember/`.

**Left for next session:**

- Confirm with user whether the "bug-pending-capture" item from 2026-05-12 HANDOFF was one of the two fixes above (dashboard CTA dead-click, welcome step-2 ConnectWise confusion) or a third bug still pending. Likely covered, but worth asking.
- Phase O cutover remains gated on EIN — check status of 2026-05-13 IRS.gov application.
- Issues #171 and #172 sitting in the backlog when there's time.

**Files touched (all merged to main via PR #168 `3a35121` and PR #166 `fe0e692`):**

- `frontend/src/components/dashboard/StartSessionInput.tsx` (event listener, scroll/focus/nudge ring)
- `frontend/src/components/dashboard/NextStepCard.tsx` (event-dispatch button branch, `locallyHidden` state)
- `frontend/src/components/dashboard/SetupChecklist.tsx` (event-dispatch button branch for `ran_session` row)
- `frontend/src/pages/welcome/WelcomeStep2.tsx` (two-button PSA CTA + `handleConnectNow`)
- `docs/plans/2026-05-13-public-landing-routing-refactor.md` (new, untouched by Claude this session — user-authored)
- `docs/architecture/{god-node-map-2026-05-06.canvas, god-node-report-2026-05-06.md, workflows-analysis.html, workflows.html, workflows.json}` (new, generated reports)
- `docs/tutorials/build-a-page.md` (new, user-authored)
- `abc-feat-self-serve-signup-phase-2-design-20260507-112020.md` (root, office-hours design doc — committed as-is from prior local state)
- `.ai/HANDOFF.md`, `.ai/CURRENT_TASK.md`, `.ai/SESSION_LOG.md` (this update)

---

## 2026-05-12 ~06:30 UTC — Claude — PR #167 (site-admin bootstrap script) merged; bug pending capture

**Accomplished:**

- User reported being unable to log into prod with `admin@resolutionflow.example.com` — that's the dev seed email (`.example.com` is a documentation TLD), only present in dev. Prod has no admin user at all because `seed_test_users.py` doesn't run in prod, self-serve is still gated, and even when it flips on signup creates `owner` roles not `super_admin`.
- Designed and built `backend/scripts/create_site_admin.py` — idempotent CLI script for creating or promoting a site-wide super-admin on any environment. Three modes: `--send-reset` (mails reset link), `--print-reset` (stdout reset link), `--promote-only` (promote existing user without creating). Creates an `Account` first, then a `User` with `is_super_admin=true`, `account_role='owner'`, `email_verified_at` stamped at creation, `password_hash=NULL` (forces the reset flow on first login). Uses `ADMIN_DATABASE_URL` (BYPASSRLS) — required because `users` is RLS-enabled and the script has no tenant context at bootstrap. Reset token mints via existing `create_password_reset_token` helper, hashes JTI into `password_reset_tokens` row matching the `/auth/password/forgot` shape.
- Smoke-tested all three paths in the dev container before pushing: fresh create on a new email (Account + User + reset URL emitted), idempotent re-run on same email (SKIP message + new reset URL), `--promote-only` on a user with `password_hash=NULL` (promotes + issues reset). Cleaned up the dev test row + account afterwards.
- Initial bug: had `used: false` in the `password_reset_tokens` INSERT — actual column is `used_at` (nullable timestamp, NULL means "not used"). Fixed before pushing.
- PR #167 opened, CI green, squash-merged into main as `e50a215`. Remote branch `feat/site-admin-script` auto-deleted.
- User confirmed end-to-end success on prod via `railway ssh --service=<backend>` then `python -m scripts.create_site_admin ...` ("we're good now"). Specific service name not captured. First prod super-admin row now exists in the prod DB.
- Stripe live-mode activation block traced to EIN, not code (user does not yet have an EIN for ResolutionFlow, LLC). Applying via IRS.gov 2026-05-13. Mailing-address decision: home address into Stripe's **private** business profile temporarily so live-mode isn't blocked on the P.O. Box; public `ContactPage`/`PoliciesPage` stays "available on request". Stripe accepts address update later without re-verification.
- PR #166 (docs handoff for PR #164/#165 merges + EIN decision) still open from earlier in this same session — was never merged. This entry rebases the docs branch onto current main (which now includes PR #167) and adds the PR #167 narrative + bug-pending state so a fresh session has the full picture in one merge.
- User reported finding a bug in a UI surface but did not provide details — planning to send a screenshot via the VS Code extension GUI in the next session (CLI is unreliable for them). Next session: ask for the screenshot at session start, then triage.

**Left for next session:**

- Get the bug screenshot from the user, triage, fix or scope.
- Otherwise everything that was on the prior entry's left-for-next-session still stands: EIN application Tuesday 2026-05-13, then Stripe live-mode setup, apex DNS at Namecheap, Railway prod env vars, internal validation, flag flip.

**Files touched (all merged to main via PR #167 squash `e50a215`):** `backend/scripts/create_site_admin.py` (new, ~270 lines including docstring). Plus `.ai/HANDOFF.md`, `.ai/SESSION_LOG.md` on `docs/handoff-pr-165-merge` (PR #166, awaiting merge).

---

## 2026-05-12 05:30 UTC — Claude — PR #164 + #165 merged; Stripe activation reported blocked

**Accomplished:**

- Resumed from compacted context. Confirmed PR #164 (`feat/billing-plan-taxonomy`, head `2c9f5e9`) was already CI-green at session start and squash-merged into main as `3f04911` earlier in the session (occurred pre-compaction; reflected in the prior HANDOFF revision). Branch auto-deleted on remote.
- User raised the legal/contact pages question in conversation. Verified existing state of `frontend/src/pages/{PrivacyPage,TermsPage}.tsx` — both already contain real, dated content (last updated 2026-03-21) but are SPA-rendered. Discussed Stripe's site-review needs with the user and agreed to build a consolidated Customer Policies page plus a Contact page (now that the user has a business phone number) plus a Promotions stub to satisfy Policies §6.2 cross-reference. User authorized the work.
- Built PR #165 (`feat/stripe-legal-pages`, head `545b2ad`):
  - **`/policies` — `frontend/src/pages/PoliciesPage.tsx`** (new). Consolidated Customer Policies doc, 8 sections with anchor IDs per subsection so Stripe (or a support email) can deep-link: customer service contact (with phone (470) 949-4131), return policy (n/a — SaaS), refund / dispute policy, cancellation policy, U.S. legal and export restrictions (Georgia governing law, OFAC / BIS compliance, sanctioned-jurisdiction exclusion), promotional terms (general + cross-ref to `/promotions`), changes-to-policies, relationship-to-other-agreements. Mailing address left as in-source `TODO` comment, rendered publicly as "available on request — email support@" until P.O. Box is purchased.
  - **`/contact` — `frontend/src/pages/ContactPage.tsx`** (new). Phone **(470) 949-4131**, all four inboxes (`support@`, `sales@`, `billing@`, `security@`), response-time SLAs, mailing-address placeholder, link to `/contact-sales` for the lead-gen Calendly flow (distinct surface — kept both routes intentionally).
  - **`/promotions` — `frontend/src/pages/PromotionsPage.tsx`** (new). One-paragraph stub stating no promotions currently active. Will be appended to when offers run; satisfies Policies §6.2's cross-reference.
  - Routes wired in `frontend/src/router.tsx` as 3 new public lazy-loaded routes alongside existing `/privacy`, `/terms`, `/pricing`, `/contact-sales`.
  - **`MarketingFooter` — `frontend/src/components/common/MarketingFooter.tsx`** (new, second commit). Extracted from the inline landing footer (26 lines → 1 line at the call site). Mounted on `/landing`, `/pricing`, `/contact-sales` so all four legal links (Privacy / Terms / Policies / Contact) are reachable from every marketing surface — including the page Stripe's reviewer spends the most time on (`/pricing`). Reuses existing `landing-footer*` CSS in `frontend/src/styles/landing.css` — must be rendered inside a `.landing-page` wrapper because `--lp-*` vars are scoped there (documented in a JSX comment). All three current call sites already wrap in `.landing-page`, so landing renders pixel-identically and the two new mount sites match.
  - **Privacy and Terms closing sections** updated to point at `/contact` + `/policies` with correct per-area inboxes (`security@` for Privacy, `support@` for Terms). Stale `hello@resolutionflow.com` mailto removed everywhere.
- `tsc --project tsconfig.app.json --noEmit` clean, `eslint` clean. Local `vite build` and `tsc -b` blocked by root-owned `node_modules/.tmp` and `node_modules/.vite-temp` cache directories — CI rebuilds from a clean env and was green.
- PR #165 opened at `gitea.resolutionflow.com/chihlasm/resolutionflow/pulls/165`, CI passed, squash-merged into main as `ba45cfe`. Remote branch `feat/stripe-legal-pages` auto-deleted.
- User reports continued trouble activating Stripe live mode. After follow-up: the real blocker is the EIN — ResolutionFlow, LLC does not have one yet, and Stripe requires a tax ID before it will activate live mode. User is applying via IRS.gov on 2026-05-13. Updated HANDOFF.md to remove the earlier speculation list and record EIN as the named blocker, with the P.O. Box / mailing address called out as the likely-next blocker (Stripe live-mode also requires a business mailing address). Apex DNS at Namecheap is still pending but only matters after the business profile is accepted (site verification is a downstream step).
- Mailing-address decision: user is going with the home-address-temporarily approach for Stripe so live-mode isn't blocked on the P.O. Box. Home address goes into Stripe's **private** business profile only — the **public** `TODO: replace with full mailing address` in `ContactPage.tsx` and `PoliciesPage.tsx` stays as "available on request" until the P.O. Box is purchased. Stripe accepts updating the address later without re-verification, so swapping in the P.O. Box when it arrives is non-disruptive.

**Left for next session:**

- Check in on whether the EIN application went through and whether the P.O. Box / mailing address is sorted. Both are pure user-side ops; no code work to do until Stripe accepts the business profile.
- Once Stripe is activated: Stripe Dashboard live-mode product/price/webhook setup, Railway prod env vars, `railway run python -m scripts.sync_stripe_plan_ids` against prod, 9-scenario internal validation, flag flip.
- Apex DNS at Namecheap (still missing; only matters once Stripe runs its site-verification step).
- Mailing address TODO in `ContactPage.tsx` and `PoliciesPage.tsx` (one each) — fill in when P.O. Box is purchased.

**Files touched (all merged to main via PR #165 squash `ba45cfe`):** `frontend/src/pages/ContactPage.tsx` (new), `frontend/src/pages/PoliciesPage.tsx` (new), `frontend/src/pages/PromotionsPage.tsx` (new), `frontend/src/components/common/MarketingFooter.tsx` (new), `frontend/src/router.tsx`, `frontend/src/pages/LandingPage.tsx`, `frontend/src/pages/PricingPage.tsx`, `frontend/src/pages/ContactSalesPage.tsx`, `frontend/src/pages/PrivacyPage.tsx`, `frontend/src/pages/TermsPage.tsx`. Plus `.ai/HANDOFF.md`, `.ai/CURRENT_TASK.md`, `.ai/SESSION_LOG.md` on the `docs/handoff-pr-165-merge` branch (this entry).

---

## 2026-05-08 03:30 UTC — Claude — PR #164 self-serve cutover code blockers, doc refresh, page-title bug, DNS triage

**Accomplished:**

- Merged PR #162 (self-serve Phase 2 frontend) and PR #163 (seed users email-verified) into main via Gitea API squash merge. Created branch `feat/billing-plan-taxonomy` off the new main; pushed 5 commits closing the last code blockers for Phase O cutover. PR #164 opened at gitea pulls/164.
- Plan taxonomy reconciliation. Discovered the marketing surface (PricingPage, Stripe products) was wired for `Starter / Pro / Enterprise` while backend was on `free / pro / team`; `BillingPlan` schema's `Literal["pro","starter","team","enterprise"]` could accept FK-violating values; `plan_billing` was unseeded. Migration `4ce3e594cb87` renames `plan_limits.plan='team'` → `'enterprise'` (defensive update of any subscriptions on the old slug; dev had zero), adds `starter` row with caps interpolated between free and pro (`max_trees=10`, `sessions=75`, `users=1`, `ai=15/mo`, no KB Accelerator, no custom branding, no priority support). Code rename across schemas (`invite_code`, `billing`, `admin`, `subscription`), `Subscription` paid-plan/`has_pro_entitlement` checks, `admin_dashboard.py`, `admin.py`, frontend `useSubscription.isPaidPlan`. Resource visibility (`Tree.visibility='team'`, `StepLibrary.visibility='team'`) is a separate domain (means "shared with my account") and intentionally untouched. 86/86 passing across subscription/billing/plan/invite/admin sweep after the rename. Conftest plan_limits seed + `_seed_plan_limits` helper made a true upsert.
- New `backend/scripts/sync_stripe_plan_ids.py` — idempotent upsert from Stripe products by exact name match (`ResolutionFlow Starter / Pro / Enterprise`), picks active monthly recurring price, leaves annual fields NULL by design. Works against test or live keys via `STRIPE_SECRET_KEY`. Run against test mode populated `plan_billing` for all 3 tiers in dev DB. Annual pricing intentionally skipped per user's exit-flexibility constraint.
- Stripe MCP work (test mode, `livemode=false`): archived leftover Enterprise `$500/mo` test price (had to clear the product's `default_price` first — Stripe blocks archive otherwise). Verified test-mode product set: Starter $19.99/mo, Pro $29.99/mo, Enterprise no price (sales-led).
- `INTERNAL_TESTER_EMAILS` allowlist. Phase O Task 46 needed it as a code blocker (flagged in prior SESSION_LOG as "backend support is NOT yet built"). `Settings.is_internal_tester` (case-insensitive membership) + `is_self_serve_active_for(email)` (returns global flag OR allowlist hit) centralize the check. New `get_current_user_optional` dep — best-effort auth that returns `None` instead of 401, used by `/config/public` so the same endpoint serves anonymous and authed. `/config/public` returns `self_serve_enabled=true` for authenticated allowlist members; `/auth/register` allows allowlisted emails without invite code. 5 regression tests including "anonymous callers always see the global flag" (prevents leak via unauthenticated request content).
- Stripe env passthrough: `docker-compose.dev.yml` now wires `STRIPE_*` + `SELF_SERVE_ENABLED` + `INTERNAL_TESTER_EMAILS` into the backend container. New repo-root `.env.example`. `backend/.env.example` updated with the self-serve cutover vars.
- Page-title bug fix on `LandingPage.tsx`. Two JSX attribute strings (`title="..."`, `description="..."`) had `—` (six literal characters) — JSX attribute strings don't process JS escape sequences, so the browser tab and OG description rendered the literal text instead of an em dash. Replaced with the literal em dash character. Verified by grep — every other `\u...` in the codebase is inside a real JS string (`'...'` literal or `{...}` JSX expression) where escapes resolve at compile time. PageMeta default tagline updated from stale "Decision Tree Platform" to "AI-Powered Troubleshooting for MSPs" (matches index.html and brand positioning).
- Frontend taxonomy followups (caught by tsc -b after rebuild). The earlier taxonomy commit didn't propagate through frontend types: `types/account.ts`, `types/admin.ts`, `types/billing.ts`, `admin/AccountsPage.tsx` (state type, select onChange cast, `<option value="team">` rendered UI), `admin/InviteCodesPage.tsx` (PLAN_OPTIONS array, state type, onChange cast), `AccountSettingsPage.tsx` (`plan !== 'team'` check + CheckoutButton prop), `subscription/CheckoutButton.tsx` (prop type + planLabels). All updated to `'free' | 'pro' | 'starter' | 'enterprise'`. tsc clean. Lint clean (3 warnings only in auto-generated `coverage/`).
- Doc refresh commit (`docs: refresh CURRENT-STATE, ROADMAP, README, DECISIONS for self-serve cutover`). CURRENT-STATE bumped to 2026-05-07; added entries for PR #159–164; refreshed What's In Progress / What's Next around Phase O. ROADMAP got a "Status as of 2026-05-07" preamble (months-stale historical content kept underneath as record); In Progress and What's Next sections updated. README fixed legacy `patherly_postgres` Docker command, project-tree path, `UI-DESIGN-SYSTEM.md` reference; added `AGENTS.md`, `PROJECT_CONTEXT.md`, `PRODUCT.md` to docs table. DECISIONS appended two entries (taxonomy reconciliation, allowlist).
- Office-hours session ran via `/office-hours` skill earlier in this session. Design doc saved at `~/.gstack/projects/chihlasm-resolutionflow/abc-feat-self-serve-signup-phase-2-design-20260507-112020.md`. Captured the "documentation builder" thesis — cut branching Flows from pilot UI, focus product around FlowPilot + Day 1 onboarding checklist as navigational frame + 3 deep-capture procedures (M365 tenant build, Windows server build, credential vault) + Hudu/IT Glue/ConnectWise output. Founder is a Director-of-Onboarding at his own MSP (Andrea Henry); pre-build assignment is 3 cold calls with external Directors of Onboarding before scoping. NOT yet adopted as roadmap.
- DNS / cert triage: `www.resolutionflow.com` was unreachable (Railway "train hasn't arrived" page) — user added it as a custom domain in Railway, cert provisioned at 2026-05-08 01:40 UTC, `www` now serves 200 with valid Let's Encrypt SAN. Apex `resolutionflow.com` separately discovered to have NO A/CNAME at authoritative DNS (Namecheap per SOA `dns1.registrar-servers.com.`). When user reconfigured `www`, the apex record dropped from the zone. From Railway-edge IP both names work fine when DNS is forced (proven by `curl --resolve` returning 200 OK from user's box) — so the apex cert is also valid; the failure mode is purely DNS-level absence. User asked for HSTS clearance steps in Edge — provided `edge://net-internals/#hsts`, `#dns`, `#sockets` walkthrough plus Linux DNS flush options.

**Left for next session:**

- Verify PR #164 CI green, then squash-merge.
- Phase O manual ops sequence (Stripe Dashboard live-mode setup, Railway prod env vars including `INTERNAL_TESTER_EMAILS`, run `sync_stripe_plan_ids.py` against prod, internal validation Task 46, flag flip Task 47, PostHog dashboards, Sentry alert).
- User-side: re-add apex DNS record at Namecheap (ALIAS `@` → `c9g7uku8.up.railway.app`, or re-add apex in Railway), clear Edge HSTS state.

**Files touched (all on `feat/billing-plan-taxonomy`, all pushed):** `backend/alembic/versions/4ce3e594cb87_add_starter_rename_team_to_enterprise.py` (new), `backend/scripts/sync_stripe_plan_ids.py` (new), `backend/app/{schemas/{billing,invite_code,admin,subscription}.py, models/subscription.py, api/{deps.py, endpoints/{auth.py, admin.py, admin_dashboard.py, config.py}}, core/config.py}`, `frontend/src/{components/{common/PageMeta.tsx, subscription/CheckoutButton.tsx}, hooks/useSubscription.ts, pages/{LandingPage.tsx, AccountSettingsPage.tsx, admin/{AccountsPage.tsx, InviteCodesPage.tsx}}, types/{account.ts, admin.ts, billing.ts}}`, `backend/tests/{conftest.py, test_admin_plan_limits.py, test_invite_plan.py, test_plans_public.py, test_config_public.py}`, `docker-compose.dev.yml`, `.env.example` (new), `backend/.env.example`, `CURRENT-STATE.md`, `03-DEVELOPMENT-ROADMAP.md`, `README.md`, `.ai/{DECISIONS.md, HANDOFF.md, CURRENT_TASK.md, SESSION_LOG.md}`.

---

## 2026-05-07 11:45 EDT — Codex — Push PR #162 CI runner setup fixes

- Inspected Gitea PR #162 via public API. PR head was `380fcf7` and all CI jobs failed quickly; pushed local commits through `4a37a47`, including Python 3.12 setup for Gitea backend/e2e jobs.
- New run on `4a37a47` showed frontend still failed quickly while backend/e2e remained pending. Root cause likely same class of runner drift: Gitea frontend/e2e jobs used `npm` without setting up Node.
- Added explicit `actions/setup-node@v4` with Node 20 to Gitea frontend and e2e jobs. This keeps CI from relying on runner ambient Node/npm.
- Files touched: `.gitea/workflows/ci.yml`, `.ai/HANDOFF.md`, `.ai/SESSION_LOG.md`.

## 2026-05-07 11:30 EDT — Codex — Standardize backend Python on 3.12

- Standardized repo declarations around Python 3.12: added `.python-version` pinned to 3.12.13, updated stale Python 3.11 docs, and added explicit Python 3.12 setup steps to Gitea CI. GitHub CI was already updated to Python 3.12 by the user.
- Installed pyenv Python 3.12.13 and created `backend/venv` from that interpreter. Installed `backend/requirements-dev.txt` into the venv.
- Verified native `python --version` and venv `python --version` both report 3.12.13. Verified native `pytest 8.4.2` and `alembic 1.18.3` with explicit safe test env vars; plain pytest import still depends on local `.env` values being valid.
- Rebuilt and restarted the dev backend container with `docker compose -f docker-compose.dev.yml build backend` and `up -d backend`; confirmed `docker exec resolutionflow_backend python --version` reports 3.12.13.
- Files touched: `.python-version`, `.gitea/workflows/ci.yml`, `.github/workflows/ci.yml`, `README.md`, `DEV-ENV.md`, `.ai/PROJECT_CONTEXT.md`, `.ai/DECISIONS.md`, `.ai/HANDOFF.md`, `.ai/SESSION_LOG.md`.

## 2026-05-07 11:14 EDT — Codex — Recheck native Python availability

- Re-ran the startup ritual and checked the host Python state after the user reported fixing the missing native Python issue.
- Verified `python` and `python3` resolve to `/config/.pyenv/shims/*` and run Python 3.12.10. `pip` and `pip3` are available as pip 25.0.1 under the same pyenv install.
- Confirmed there is no native `python3.11`, pyenv currently lists only `3.12.10`, no repo virtualenv exists under `backend/venv`, `backend/.venv`, or root `.venv`, and `python -m pytest --version` from `backend/` fails with `No module named pytest`.
- Conclusion: native Python is present, but it is not yet a ready backend dev/test environment for ResolutionFlow. Docker remains the reliable path for pytest/alembic until a Python 3.11 virtualenv with `backend/requirements*.txt` is installed.
- Files touched: `.ai/HANDOFF.md`, `.ai/SESSION_LOG.md`.

## 2026-05-06 — Claude — Self-serve signup Phase 2 (frontend + cutover code) shipped on `feat/self-serve-signup-phase-2`

- Executed Tasks 27–44 of `docs/superpowers/plans/2026-05-06-self-serve-signup-phase-2-frontend-cutover.md` via `superpowers:subagent-driven-development`. 18 commits on `feat/self-serve-signup-phase-2` (off `main` `f918b76`); HEAD `c75ce0c`. Each task: dispatched implementer subagent with full task text + curated context, then spec-compliance + code-quality review subagents; review issues either fixed in-flight via `git commit --amend` or noted as deferred scope.
- Backend (Phase I, Tasks 27–31): `BillingService.open_customer_portal` + `GET /billing/portal-session`; `PATCH /users/me/onboarding-step` + dismiss-rest sibling; public `POST /sales-leads` (5/hr/IP); `/admin/plan-limits` GET/PUT round-trips `plan_billing` in one transaction with NOT-NULL guards on `display_name|is_public|is_archived|sort_order`; `BillingService.invalidate_billing_cache` no-op stub; `GET /config/public` (`{self_serve_enabled, oauth_providers}`); `auth/register` invite-code gate now `REQUIRE_INVITE_CODE and not SELF_SERVE_ENABLED and not invite_code`. Also (T36): `GET /accounts/invites/{code}/lookup` (public, joinedload account+inviter); OAuth callback honors `account_invite_code+invited_email`, rejects existing-email user with `email_already_registered_use_login`. Also (T42, T44): `GET /plans/public`; `POST /beta-signup` returns 307 to `${FRONTEND_URL}/register?from=beta`. `OnboardingStatus` extended with `email_verified`+`shop_setup_done`; `UserResponse` exposes `onboarding_step_completed`+`onboarding_dismissed`.
- Frontend (Phases J–N, Tasks 32–44): `useBillingStore` Zustand store + `useBillingPoll` mounted in `AppLayout`; `useFeature` / `useFeatureLimit` (60s module cache, lazy `/usage/{field}` fetch with silent fallback — endpoint deferred) / `useTrialBanner` (fractional-day boundary so 24h = warning); `FeatureGate` / `UpgradePrompt` (inline `FEATURE_CATALOG`) / `EmailVerificationGate` (mounted in AppLayout around `<ViewTransitionOutlet />`). `RegisterPage` redesign with OAuth buttons + invite-code conditional; `OAuthCallbackPage` with CSRF state validation + UTF-8-safe base64url state encoding (factored into `lib/oauthState.ts`); `useAppConfig` hook. `AcceptInvitePage` at `/accept-invite` with locked email; `EmailVerificationBanner` refactored to design-system tokens; `EmailVerificationWall` polished; `VerifyEmailPage` at `/verify-email` with single-fire ref guard; `WelcomeRouter` + `WelcomeStep1/2/3` at `/welcome*`; `TrialPill` in topbar (8 stages); `NextStepCard` + `SetupChecklist` (replace orphaned `OnboardingChecklist`); `PricingPage` at `/pricing`; `ContactSalesPage` at `/contact-sales`; `LandingPage` got "See pricing" CTA + replaced beta-signup form with `<Link>`.
- Final cross-cutting review caught one real bug — relative `/beta-signup` 307 target landing on API origin instead of frontend — fixed via amend (HEAD `c75ce0c`).
- Tests: ~165+ new tests across backend pytest + frontend vitest. Sweep at end-of-branch all-green; tsc -b clean.
- Phase O (Tasks 45–47) is explicit manual operations: Stripe live-mode setup, internal validation via `INTERNAL_TESTER_EMAILS` per-email allowlist (backend support for that allowlist is NOT yet built), feature-flag flip + week-1 monitoring. Surfaced as the resume point in HANDOFF.md.
- Working tree was dirty before this session (`.ai/HANDOFF.md`, `.env.example`s, `core.*` core dumps, `docs/architecture/`, `docs/tutorials/`); intentionally not staged into Phase 2 commits. Files touched: see `git log --oneline f918b76..HEAD` on `feat/self-serve-signup-phase-2`.

---

## 2026-05-02 ~01:00 UTC — Claude — In-product User Guides Diátaxis rewrite shipped (PR #159)

- Audited the in-product `/guides` collection against live UI via `/browse` (engineer + owner test users). Existing 15 guides predated the FlowPilot pivot — every "click X in the sidebar" reference was wrong (Dashboard → Home, All Flows → Flows, Sessions → History, Exports gone, etc.). Three guides described surfaces that no longer exist: Maintenance Flows, AI Assistant page, Flow Assist Sparkles button. Findings written to `/tmp/guides-audit.md`.
- Rebuilt `frontend/src/data/guides.ts` from scratch as 43 problem-oriented Diátaxis how-tos under 10 categories. Single-outcome each, terse imperative steps, real UI labels (Create New, Sign in, Manage, Build New Script, Send Invite, Save Settings, Create Category, etc.). Added `category: CategoryId` and optional `relatedSlugs?: string[]` to the `Guide` interface; new `Category` type and `categories` const drive the hub layout. `GuidesHubPage` now renders category sections (auto-hides empty); `GuideDetailPage` renders a Related guides footer; `GuideCard` lost its misleading "N sections" subtitle.
- Fixed `GuideSection.tsx`: `step.tip` was rendered as plain text so `**bold**` markdown in tips rendered literally. Applied the same regex replacement used on `step.instruction`. Verified against `/guides/start-a-session` tip block.
- Authored 14 net-new how-tos for FlowPilot-era surfaces with no prior coverage: tasklane-keyboard-flow, view-what-we-know, ask-ai-mid-session, pause-and-leave-session, resolve-a-session, record-suggested-fix-outcome, escalate-a-session, post-docs-to-ticket, send-client-update, build-script-from-scratch, open-suggested-flow, pin-a-flow, invite-teammate. Dropped change-teammate-role from scope — couldn't verify the role-change UI control without a non-owner test member.
- Verified owner-only surfaces with `pro@resolutionflow.example.com`: Membership inline form on `/account` (not a separate `/team-members` route), `/account/categories` real button is **Create Category** (not Add), `/account/chat-retention` real fields are **Retention Period (days)** + **Max Conversations** + **Save Settings**, `/account/integrations` form fields confirmed. Three guides corrected post-audit.
- Smoke-tested all 43 detail pages — every slug renders, no "Guide Not Found" fallthroughs.
- Added `100.64.78.44 docker-01` entry to `/etc/hosts` (user ran `sudo tee` from a normal terminal because the LXC `!` shell prefix can't drive interactive sudo). Should now persist across `/browse` sessions on this LXC.
- `docker exec -w /app resolutionflow_frontend npx tsc -b` clean.
- Files touched: `frontend/src/data/guides.ts`, `frontend/src/pages/GuidesHubPage.tsx`, `frontend/src/pages/GuideDetailPage.tsx`, `frontend/src/components/guides/GuideCard.tsx`, `frontend/src/components/guides/GuideSection.tsx`, `CHANGELOG.md`, `.ai/CURRENT_TASK.md`, `.ai/HANDOFF.md`, `.ai/SESSION_LOG.md`. Working tree dirty — user not yet asked to commit.

---

## 2026-05-01 21:55 UTC — Claude — Session-screen impeccable pass + tasklane keyboard flow shipped (PR #158)

- Ran the `/impeccable` skill against the assistant chat session screen (chat history / chat bar / TaskLane). Initial design-health score: 24/40 with explicit DESIGN-SYSTEM violations (gradient surfaces in WhatWeKnow + ProposalBanner, side stripes in TaskLane done states + every banner mode, accent borderTop on lane header, backdrop blur on handoff overlay).
- Walked through all 5 impeccable sub-passes (distill, quieter, layout, typeset, polish). Score after pass: 33/40 (+9). Biggest gains in Aesthetic & Minimalist (1→3), Consistency & Standards (1→3), Recognition Rather Than Recall (2→4).
- Inline iterations on top of the impeccable steps: linked banner ↔ script-panel lifecycle (collapse hides both, dismiss closes both, any outcome closes both); collapsible WhatWeKnow with `sessionStorage` memory + auto-collapse-at-5-facts; full keyboard flow on TaskLane (Enter submits + auto-advances, Shift+Enter newline, Esc cancels, focus jumps to Send Responses after the last task).
- Side fix: `ParameterizationPreview` was over-highlighting short parameter values (a `"D"` lit up every capital D in `Get-ADUser`/`Add-Type`/etc.). Added a word-boundary guard, conditional on whether the value itself starts/ends with a word character so values with leading punctuation (`"D:\\Folder"`) still match cleanly.
- Followups logged in `.ai/TODO.md`: `ConcludeSessionModal` multi-select for paused/escalated outcomes (real feature work — engineers often need ≥2 of Ticket Notes / Client Update / Email Draft), and `bg-card-hover` Tailwind drift in `CommandPalette` (silently broken classes — two-line fix).
- Branched as `feat/session-distill-quieter`, 4 commits (impeccable pass, parameterize fix, TODO followups, hint contrast + font-sans audit). PR #158 created via Gitea API (`$GITEA_TOKEN` env, no `gh` on this LXC). Merged into `main` as `5e10005`. Local branch deleted.
- Validation at every commit boundary: `docker exec -w /app resolutionflow_frontend npx tsc -b`, `npm run lint`, and `npm run build` all clean.
- Files touched: 14 frontend files (TaskLane, AssistantChatPage, ChatMessage, ProposalBanner, WhatWeKnow, WhatWeKnowItem, SuggestedFlowCard, ChatSidebar, ConcludeSessionModal, ChatTabStrip, ActionCardGroup, AddNoteButton, ParameterizationPreview), `.ai/TODO.md`, `.ai/CURRENT_TASK.md`, `.ai/HANDOFF.md`, `.ai/SESSION_LOG.md`, `CHANGELOG.md`, `CURRENT-STATE.md`.

## 2026-05-01 07:20 UTC — Codex — Start issue cleanup plan sections 1 and 2

- Started `docs/plans/2026-05-01-issue-cleanup-plan.md` sections 1 and 2.
- Cleaned frontend lint to zero warnings by removing stale lint disables, tightening hook dependencies, and adding justified comments where effects are intentionally keyed to route or owner identity.
- Added e2e selectors for session history controls and the FlowPilot command-palette entry.
- Added `AssistantChatPage` observability for unexpected `currentChatRef` stale async discards.
- Added `TaskLane` diagnostic help affordances for common command categories and documented #128 as "keep the existing responsive side-panel/bottom-drawer behavior until pilot feedback says otherwise."
- Verified `npm run lint`, `npx tsc -b`, and `npm run build` in `resolutionflow_frontend`; build only reported the existing Vite large-chunk warning.
- Files touched: frontend lint-cleanup files, `frontend/src/components/assistant/TaskLane.tsx`, `frontend/src/pages/AssistantChatPage.tsx`, `frontend/src/pages/SessionHistoryPage.tsx`, `frontend/src/components/layout/CommandPalette.tsx`, `docs/plans/2026-05-01-issue-cleanup-plan.md`, `.ai/HANDOFF.md`, `.ai/SESSION_LOG.md`.

## 2026-05-01 06:05 UTC — Codex — Clean stale TODOs and add issue cleanup plan

- Removed the resolved pytest-xdist item from `.ai/TODO.md` and reset "Up next" to no selected task.
- Removed the resolved "Add role gate to handoff claim endpoint" backlog item from `.ai/TODO.md`.
- Updated the frontend lint cleanup TODO from 23 warnings to the current `npm run lint` result: 24 warnings, 0 errors.
- Tried to close Gitea #127 through the API, but this environment has no Gitea token; API returned `401 token is required`.
- Added `docs/plans/2026-05-01-issue-cleanup-plan.md` with safe tracker actions and a recommended order for clearing remaining issues.
- Files touched: `.ai/TODO.md`, `.ai/HANDOFF.md`, `.ai/SESSION_LOG.md`, `docs/plans/2026-05-01-issue-cleanup-plan.md`.

## 2026-05-01 05:40 UTC — Codex — Audit TODO backlog and Gitea issue validity

- Compared `.ai/TODO.md`, inline code TODOs, and open Gitea issues against current `main`.
- Verified pytest-xdist is already shipped (`backend/requirements-dev.txt`, `backend/tests/conftest.py`, `.gitea/workflows/ci.yml`) so the `.ai/TODO.md` xdist item is stale. Ran frontend lint in Docker; current state is `0 errors, 24 warnings`, so the lint cleanup item remains valid but its count is stale.
- Verified Gitea issue status: #58, #60, #128, #129, #130 remain valid; #66 is partially resolved by current `.rfflow` import/export and should be narrowed to template packs/marketplace; #127 is mostly resolved by current UI copy and prompt boundaries unless an always-visible scope badge is still wanted. Open PR #124 is stale/unmergeable against current `main`.
- Verified inline TODOs still valid: post-session contextual feedback prompt, FlowPilot analytics domain/time-entry placeholders, prompt-cache verification note unless live telemetry has confirmed it, proposal `modify` flow editor wiring, and procedural ghost-step accept/dismiss buttons.
- Files touched: `.ai/HANDOFF.md`, `.ai/SESSION_LOG.md`.

## 2026-05-01 03:45 UTC — Claude Opus 4.7 — QA, merge, and ship PR #156 pending-verification

- Committed two logical units of pending work on `feat/fix-pending-verification`: prior session's local review fixes as `5bee264` (Codex-attributed, 5 source files + 3 `.ai/` notes) and this session's docker-exec docs as `15042af` (Claude-attributed, `.ai/PROJECT_CONTEXT.md` + `AGENTS.md`). Cleaned up a 20MB `core.22120` Chromium dump left behind by an earlier sandbox crash.
- Resolved a tooling gap surfaced by Codex's prior session ("npm/python/python3 are not on the host path") by documenting that this code-server LXC uses bun + docker for the toolchain. The `docker exec resolutionflow_{backend,frontend}` form is now the canonical command pattern in `.ai/PROJECT_CONTEXT.md`.
- Got `$B`/Playwright Chromium running in the code-server LXC. After the user's restart cleared the AppArmor unprivileged-userns block, Chromium still aborted at the deeper `sandbox/linux/services/credentials.cc` layer because of the LXC namespace constraint. Workaround: launch browse with `CONTAINER=1` so it auto-adds `--no-sandbox`. Also added `100.64.78.44 docker-01` to code-server's `/etc/hosts` (via `docker exec -u 0`) so the headless browser could resolve the bake-in `VITE_API_URL`.
- Drove `/qa` against the dev stack at `http://100.64.78.44:5173`. No naturally-occurring `applied_pending` fix existed in the DB, so seeded session `4a558056-bcbd-4b51-925b-248d70eb318d` and fix `cd4ff2fd-751a-4bcb-8cfa-3c77b4864fb2` into the test state (un-resolved session, swapped supersession on the two fixes). Saved a restore script first; verified DB matches pre-test state after teardown.
- QA result: 5/7 scripted checks PASS with concrete DB + UI evidence. Banner renders correctly ("Awaiting verification" header, "Parked" tag, fix title + pending_reason, 4 actions). "Update reason" updates server-side. "It worked" → `applied_success` with `verified_at` stamped. "Dismiss" → `dismissed` with no terminal timestamp. Page-level Resolve auto-patches `applied_pending` → `applied_success` before the resolution flow opens. Page-level Escalate fires `EscalateInterceptDialog` with the generalized "still needs an outcome" copy. 2 entry-path checks (VerifyingBanner overflow, nudge "Still checking") deferred because they require live AI-generated chat state to drive; the mutating handlers behind those entry paths are verified via the tested transitions. Report at `.gstack/qa-reports/qa-report-pending-verification-2026-04-30.md`.
- Pushed `feat/fix-pending-verification`. Polled Gitea actions runs 161; required `CI / frontend` and `CI / backend` plus `CI / e2e` all green. Merged via Gitea API as a merge commit (`3ba4532`).
- Post-merge cleanup: fast-forwarded local `main`, deleted `feat/fix-pending-verification` locally and on the remote. Wrote handoff updates on `chore/post-156-handoff` matching the prior `chore/post-153-handoff` pattern.
- Files touched (this session): `.ai/CURRENT_TASK.md`, `.ai/HANDOFF.md`, `.ai/PROJECT_CONTEXT.md`, `.ai/SESSION_LOG.md`, `AGENTS.md`, `.gstack/qa-reports/qa-report-pending-verification-2026-04-30.md`, `.gstack/qa-reports/screenshots/01-08*.png`. Plus the two prior-session-authored commits committed by this session (5 source + 3 `.ai/` notes).

## 2026-05-01 02:24 UTC — Codex — Review-fix PR #156 pending-verification flow

- Reviewed PR #156 for bugs and found three actionable gaps: pending fixes could be resolved from the page-level Resolve path without updating the fix outcome, the PendingBanner lacked the dismiss action described in the PR body, and new system-prompt examples used real-looking pending reasons contrary to the prompt anti-parrot lesson.
- Applied fixes locally on `feat/fix-pending-verification`: page-level Resolve now patches `applied_pending` to `applied_success`; page-level Escalate now intercepts `applied_pending` before handoff; PendingBanner now has Dismiss; escalation intercept copy no longer says only "Verifying state"; generator prompts no longer include real-looking pending examples.
- Verified via running containers: prompt anti-parrot guardrail `2 passed`, suggested-fix outcome suite `21 passed`, frontend `npx tsc -b` clean, frontend `npm run build` clean except the existing Vite large-chunk warning, and `git diff --check` clean.
- Left for next session: browser QA PR #156 using CURRENT_TASK.md checklist, then commit/push local review fixes and merge.
- Files touched: `backend/app/services/resolution_note_generator.py`, `backend/app/services/escalation_package_generator.py`, `frontend/src/components/pilot/ProposalBanner.tsx`, `frontend/src/components/pilot/EscalateInterceptDialog.tsx`, `frontend/src/pages/AssistantChatPage.tsx`, `.ai/HANDOFF.md`, `.ai/CURRENT_TASK.md`, `.ai/SESSION_LOG.md`.

## 2026-04-30 — Claude Code — Land PR #155, ship pending-verification feature on PR #156

- Committed Codex's review-pass changes (atomic conditional `UPDATE` for `claim_session`, self-claim 403, queue self-exclusion, pre-flush handoff UUID, frontend dead-code removal) as `f10649a` on `feat/escalation-metric-endpoint`.
- Pushed `feat/escalation-metric-endpoint`, un-drafted PR #155, retitled it (stripped "WIP:"), and merged via Gitea API as a merge commit (`ac42f97`). 4/4 CI checks green at merge.
- Picked up follow-up work surfaced by the user: the suggested-fix verifying banner forces a synchronous verdict, but real fixes are often async (waiting on client power-cycle, AD replication, license sync). Added a fourth, non-terminal outcome.
- Designed the model: new `FixStatus="applied_pending"` parallel to `applied_partial`. Distinct semantics — partial = "did some of it"; pending = "did all of it, can't verify yet." Distinct prose in the resolution-note + escalation-package generators.
- Implemented on a fresh branch `feat/fix-pending-verification` off main:
  - Backend: extended `FixStatus`/`FixOutcome` literals, added `pending_reason` Text column and CHECK constraint update via Alembic migration `c0f3a4b7e91d`. `patch_outcome` accepts pending, requires notes, stamps `applied_at` only (NOT `verified_at`); pending in/out transitions allowed.
  - Frontend: new `BannerMode='pending'` + `PendingBanner` component (info-tone, mirrors `PartialBanner`). "Waiting to verify…" added to `VerifyingBanner` overflow menu. `NudgeBanner` "Still checking" button now records `applied_pending` with a reason instead of just silencing for the session — closes the loop semantically. `AssistantChatPage` banner-mode derivation maps the new status.
  - Tests: 4 new integration tests in `test_fix_outcome_endpoint.py` covering notes-required, reason-storage with applied_at-not-verified_at semantics, pending→success transition, and pending_reason update on re-PATCH. 21/21 pass.
- Validation: `tsc --noEmit -p tsconfig.app.json` exit 0; `alembic upgrade heads` applied cleanly.
- Single-commit PR #156 opened: https://gitea.resolutionflow.com/chihlasm/resolutionflow/pulls/156. Branch rebased onto post-merge main.
- Cleanup: removed 10 stray `core.*` dumps from the worktree; deleted merged `feat/escalation-metric-endpoint` locally and on the remote.
- Files touched: `backend/app/models/session_suggested_fix.py`, `backend/app/schemas/session_suggested_fix.py`, `backend/app/api/endpoints/session_suggested_fixes.py`, `backend/app/services/resolution_note_generator.py`, `backend/app/services/escalation_package_generator.py`, `backend/tests/test_fix_outcome_endpoint.py`, `backend/alembic/versions/71efd2102f49_add_pending_status_to_suggested_fixes.py`, `frontend/src/api/sessionSuggestedFixes.ts`, `frontend/src/components/pilot/ProposalBanner.tsx`, `frontend/src/pages/AssistantChatPage.tsx`, `.ai/CURRENT_TASK.md`, `.ai/HANDOFF.md`, `.ai/SESSION_LOG.md`, `.ai/DECISIONS.md`.

---

## 2026-04-30 06:25 UTC — Codex — Apply Escalation Mode review fixes

- Reviewed the recent Escalation Mode wedge work and fixed the actionable findings before PR #155 is marked ready.
- Reworked `HandoffManager.claim_session` from read-then-write to an atomic conditional update, preserving idempotent same-user retries and returning a typed conflict for a different claimant.
- Blocked original engineers from claiming their own handoffs and filtered their own escalated sessions out of `/ai-sessions/escalation-queue`, preventing the post-escalation dashboard from showing a junior their own handoff.
- Fixed the compatibility payload so `session.escalation_package["handoff_id"]` is populated from a preassigned UUID before flush.
- Removed unused legacy frontend pickup state (`claiming`, `handleStartHere`, unused `onStartHere` destructuring) that made `tsc -b` fail under `noUnusedLocals`.
- Added regression coverage for pre-flush handoff IDs, conflict handling, self-claim rejection, successful non-owner claim, and own-escalation queue exclusion.
- Verified `git diff --check`; focused backend tests passed (`28 passed in 42.23s`); frontend `tsc --noEmit` checks passed for app and node configs. Full Vite/build script remains blocked by root-owned generated directories under `frontend/node_modules` / `frontend/dist` in this workspace, not by TypeScript errors.
- Files touched: `backend/app/services/handoff_manager.py`, `backend/app/api/endpoints/ai_sessions.py`, `backend/app/api/endpoints/session_handoffs.py`, `backend/tests/test_handoff_manager.py`, `backend/tests/test_session_handoffs_api.py`, `frontend/src/components/flowpilot/HandoffContextScreen.tsx`, `frontend/src/pages/AssistantChatPage.tsx`, `.ai/HANDOFF.md`, `.ai/SESSION_LOG.md`.

## 2026-04-30 — Claude Code — Browser QA pass complete; chat ownership bug found and fixed; PR #155 ready

- Ran full browser QA pass on the escalation mode feature using gstack `/qa` skill.
- **Critical bug found and fixed (commit `dc69c9d`):** `POST /ai-sessions/{id}/chat → 400` when senior clicked "Get AI analysis" on the magic-moment screen. Root cause: `unified_chat_service.send_chat_message` checked `AISession.user_id == user_id` only; senior is stored as `escalated_to_id`, not `user_id`. Fix: `or_(AISession.user_id == user_id, AISession.escalated_to_id == user_id)` in the WHERE clause.
- **All 7 QA scenarios passed:**
  - Post-escalation redirect: junior routed to `/` with "Session escalated" toast.
  - Magic-moment screen: header, metadata, two-column AI assessment, 2-option CTA rendered correctly.
  - "I'll take it from here": claim → dismiss overlay → composer focused.
  - "Get AI analysis": claim → briefing sent → AI responded → task lane populated (after `dc69c9d` fix).
  - Task lane copy button: toast + checkmark visual feedback.
  - Chip expansion: inline detail card + "Open in Tasks panel" scroll.
  - Post-claim toolbar re-open: dismissible mode with Close-only CTA.
- **Known non-blockers:** "Continue where X left off" path untestable on first pickup (`hasTaskLane=false` is correct v1 behavior). 409 race condition untestable with one senior account; backend logic code-reviewed and correct.
- Backend tests: 17/17 pass.
- Updated `HANDOFF.md` to reflect QA complete; updated `CURRENT_TASK.md` status to engineering+QA complete; appended architectural decision to `DECISIONS.md`.
- Branch `feat/escalation-metric-endpoint` is ready for PR #155 to be marked ready-for-review.
- **Files touched this session:** `backend/app/services/unified_chat_service.py`, `.ai/HANDOFF.md`, `.ai/CURRENT_TASK.md`, `.ai/DECISIONS.md`, `.ai/SESSION_LOG.md`.

---

## 2026-04-29 04:30 EDT — Claude Code — Live QA bash, pickup bug fixes, AI summary consolidation surfaced

- User on a freshly swapped computer ran the live QA flow. Identified two bugs missed by static analysis from the previous session:
  - **Pickup landed on a blank chat surface.** Root cause: commit `8914391` had made `activeChatId` initialize from `urlSessionId`, which broke the selectChat-gating effect in `AssistantChatPage` (`urlSessionId === activeChatId` short-circuited fresh mounts). Symptom was `selectChat` never firing post-claim; messages, conversation history, and pickup-flow correctness all silently broken.
  - **Picked-up session missing from sidebar.** Root cause: `loadChats` runs once at mount; pre-claim the session's `escalated_to_id` is null (the junior didn't specify a target), so `listSessions` doesn't return it. Post-claim `claim_session` sets `escalated_to_id` to teamadmin, but the sidebar list never refreshes.
- Fixes (commit `0d1b305`):
  - Replaced the `urlSessionId === activeChatId` gate with a `loadedChatIdsRef` set so selectChat fires once per URL session per page lifecycle, regardless of whether activeChatId already matches.
  - Added `loadChats()` call in `handleStartHere` after the claim succeeds so the sidebar reflects ownership.
- Three additional pieces folded into `0d1b305` from the same QA bash:
  - **Enter-to-submit on the escalate forms.** Chat-input convention: plain Enter submits, Shift+Enter inserts a newline. Added optional `onSubmit` prop to `RichTextInput` (used by `EscalateModal`) and inline `onKeyDown` on the plain textarea in `ConcludeSessionModal`. The user explicitly asked for this — they want to type the reason and hit Enter without reaching for the mouse.
  - **Dashboard `PendingEscalations` rows expand to preview.** Click a row to reveal escalation reason + step count + confidence tier + PSA ticket number. Pick Up button click-stops to still go directly to magic moment. Single expansion at a time.
  - **`ESCALATION_AI_ASSESSMENT_TIMEOUT_SECONDS` bumped 15 → 45.** Backend logs showed Sonnet hitting the 15s timeout in field testing. Background-task architecture (e8ba74e) means this no longer blocks the user — only bounds before publishing `has_assessment: false`. **Did NOT fix the live demo.** Assessment placeholder still permanent in user's test.
- Surfaced an architectural smell: the escalation flow makes **three** Sonnet calls — `_build_escalation_package_enhanced`, `_generate_ai_assessment`, and `generate_status_update` (engineer-triggered) — all summarizing the same source material from slightly different angles. User correctly observed: status update is typically generated during the escalate flow anyway; reusing that content would consolidate.
- Decided the right consolidation: ONE structured AI call per escalation that returns both the magic-moment diagnostic fields (`likely_cause`, `suggested_steps[]`, `confidence`) AND PSA-ready prose. Magic moment populates immediately. Status update buttons become tone-shift transformations (Haiku) of the saved prose, not fresh summarizations. Drops to 1 call (~60% token reduction), eliminates the AI-summary placeholder bug because the work happens in the foreground escalate path. Full implementation plan written into CURRENT_TASK.md and DECISIONS.md.
- Session ended pre-consolidation: user is updating Claude Code CLI and starting a fresh session for clean context window. All work pushed to origin (`0d1b305`). PR #155 still draft.
- Test users for the next session (Acme MSP shared account, password `TestPass123!`): `engineer@` (junior) and `teamadmin@` (senior).
- Files touched: `frontend/src/pages/AssistantChatPage.tsx`, `frontend/src/components/common/RichTextInput.tsx`, `frontend/src/components/flowpilot/EscalateModal.tsx`, `frontend/src/components/assistant/ConcludeSessionModal.tsx`, `frontend/src/components/dashboard/PendingEscalations.tsx`, `backend/app/core/config.py`, `.ai/CURRENT_TASK.md`, `.ai/HANDOFF.md`, `.ai/SESSION_LOG.md`, `.ai/DECISIONS.md`.

## 2026-04-28 02:00 EDT — Claude Code — Plan-locked wedge polish + structural task-lane fix

- Audited `docs/plans/2026-04-27-escalation-mode-wedge-design.md` against the branch and identified four locked-design / Codex-correction items not yet shipped: live AI assessment refresh, suggested-step chips, unread 6px dot on queue cards, and race-condition toast on claim conflict.
- Shipped all four in commit `0f00ee5`:
  - **Live AI assessment refresh.** New `HandoffAssessmentReadyEvent` type and `onAssessmentReady` handler on `streamEscalations`. `AssistantChatPage` opens a scoped SSE subscription whenever it tracks a handoff missing its AI assessment; on a matching event it calls `handoffsApi.listHandoffs(sessionId)`, finds the handoff by id, and replaces both `magicHandoff` and `overlayHandoff` in place. Closes the loop on the async-assessment commit `e8ba74e` — without this, the senior had to manually reopen the Context overlay to see the AI assessment when the background task finished.
  - **Suggested-step chips.** New `chipsHidden` state in `AssistantChatPage`; chip strip renders above the composer when the magic-moment dissolves and `magicHandoff?.ai_assessment_data?.suggested_steps[]` is non-empty. Click prefills input and focuses; first send via `handleSend` flips `setChipsHidden(true)`; explicit X button also hides. Per-session lifetime by design (Codex correction locked).
  - **Unread 6px dot.** localStorage-backed seen set (`rf-escalation-seen`, capped at 200 entries) hydrated in `EscalationQueue`. Card render adds a 6px `bg-accent` dot when not in the seen set. `markSeen` called on Pick Up click AND on card body click (the "open" affordance). Hover deliberately doesn't clear (Codex correction). Pick Up button's onClick now calls `e.stopPropagation()` so it doesn't double-fire the card-open path.
  - **Race-condition toast on claim conflict.** New `HandoffAlreadyClaimedError` exception class in `handoff_manager.py`. `claim_session` now eager-loads `claimed_by_user` via `selectinload`, rejects different-user re-claims (idempotent for same-user double-clicks), and raises with `claimed_by_id` / `claimed_by_name` / `claimed_at`. The endpoint translates to HTTP 409 with structured `detail = {error: 'already_claimed', claimed_by_id, claimed_by_name, claimed_at}`. `AssistantChatPage.handleStartHere` extracts via `axios.isAxiosError`, formats `"Already claimed by {name} {time_ago}."` using the existing `timeAgo()` helper, drops `?pickup=true`, and dismisses the magic-moment so the loser flows back to the queue. Backed by 2 new unit tests (`test_claim_session_conflict_raises_already_claimed`, `test_claim_session_idempotent_for_same_user`).
- User then reported that the task-lane stale-flash bug was still happening despite the prior fix `8914391` — "every time we work on something that's related to this, when we go back to test we create a new session and then the task lane shows unrelated session data." The previous fix only covered mount-time entry paths (prefill + pickup); any in-place transition still flashed.
- Shipped structural fix in commit `665530f`. Introduced `taskLaneOwnerChatId` state that explicitly tags which chatId the in-memory `activeQuestions` / `activeActions` / `showTaskLane` values belong to. Set at every populate site (sendPrefill, selectChat, handleSend, handleTaskSubmit, handleResumeNew, refreshFacts, handleApplyFix). Cleared in `resetSessionDerivedState`. Persistence effect now writes `chatId: taskLaneOwnerChatId` (was `activeChatId` — that was the original write-side bug). Render gate `taskLaneIsForActiveChat = ownerChatId === activeChatId` ANDed into all three render conditions. The lane is structurally unable to display data tagged with a different chat. See DECISIONS entry. **Not yet verified in a real browser** — user is swapping computers and asked for the handoff first.
- The two commits `0f00ee5` and `665530f` are **local-only** at session end. The user did not explicitly authorize a push, so per the handoff rule the branch was left unpushed. First action on resume is `git push`.
- Tests: full handoff + escalation suite (`test_handoff_manager.py`, `test_session_handoffs_api.py`, `test_escalation_bus.py`, `test_flowpilot_analytics_escalations.py`) → 34 passed in 68.89s. Frontend `tsc -b` exit 0 after each commit.
- Files touched: `frontend/src/api/aiSessions.ts`, `frontend/src/components/flowpilot/EscalationQueue.tsx`, `frontend/src/pages/AssistantChatPage.tsx`, `frontend/src/types/ai-session.ts`, `backend/app/api/endpoints/session_handoffs.py`, `backend/app/services/handoff_manager.py`, `backend/tests/test_handoff_manager.py`, `.ai/CURRENT_TASK.md`, `.ai/HANDOFF.md`, `.ai/SESSION_LOG.md`, `.ai/DECISIONS.md`.

## 2026-04-27 22:30 EDT — Claude Code — Escalation Mode: unify /escalate through HandoffManager

- User pushed back on the dual-path proposal: "why would we want two different escalation methods? Should the new one just be the way we escalate regardless if we're using a PSA or not using a PSA?" Right answer. Unified everything through `HandoffManager`.
- Backend changes (commit `029680a`):
  - `HandoffCreateRequest` gains optional `target_user_id`; rejects self-targeting.
  - `HandoffManager.create_handoff` for intent='escalate' now does what the legacy `flowpilot_engine.escalate_session` used to: sets `session.escalation_reason` and `escalated_to_id`, builds the legacy AI-enhanced `escalation_package` via Sonnet (`_build_escalation_package_enhanced` lazy-imported with graceful fallback), and merges handoff metadata (`intent`, `handoff_id`, `snapshot`, `engineer_notes`) into it. Eager-loads `session.steps` + `session.user` via `selectinload` to dodge async lazy-load `MissingGreenlet` errors.
  - New `HandoffManager.finalize_escalation`: generates `SessionDocumentation`, pushes to PSA, and runs `notify()` (bell-icon AppNotification + Slack/Teams external channels) — all pre-commit so persistent state lands atomically with the handoff. Pulls engineer name via a separate User query rather than relying on `session.user` lazy access.
  - `dispatch_escalation_notifications` keeps only the fire-and-forget IO (bus publish + per-user emails) post-commit. Found and fixed an in-flight bug: had originally put `notify()` inside dispatch (post-commit), which left `Notification` rows uncommitted — moved into `finalize_escalation` (pre-commit).
  - `/handoff` endpoint passes `target_user_id` through and calls `finalize_escalation` pre-commit.
  - `/escalate` is now a thin shim: owner-only session lookup → `create_handoff(intent='escalate')` → `finalize_escalation` → commit → `dispatch_escalation_notifications` → return `SessionCloseResponse`. `flowpilot_engine.escalate_session` is no longer called by any endpoint.
  - `pickup_session` accepts both `requesting_escalation` (legacy in-flight) and `escalated` (new canonical) so existing queue items migrate seamlessly.
  - Escalation queue list (`/escalation-queue`) and sidebar count match either status.
- Frontend: `useFlowPilotSession` optimistic update flips status to `escalated` instead of `requesting_escalation` so the page state matches the unified backend response.
- Verified end-to-end live against the running dev stack: a single legacy `/escalate` call from `engineer@` produced status=`escalated`, a `SessionHandoff` row (`ea9b375a…`, intent='escalate'), a `SessionDocumentation`, a PSA push attempt (`no_psa` since no ticket), AND an `AppNotification` for `teamadmin@` with title "Session escalated by Jordan Tech" and link `/pilot/{session_id}?pickup=true`. Backend test suite: `1103 passed in 259.63s` with `-n auto`. Frontend `tsc -b` clean.
- The legacy `SessionBriefing` render branch in `FlowPilotSessionPage.tsx` is now effectively dead for any new escalation (magic-moment takes over via the handoff record), but stays in place during the transition for legacy in-flight `requesting_escalation` sessions. Slated for cleanup after pilots run a couple of weeks on the unified path. `flowpilot_engine.escalate_session` is similarly orphaned and can be deleted at the same time.
- Files touched: `backend/app/api/endpoints/ai_sessions.py`, `backend/app/api/endpoints/session_handoffs.py`, `backend/app/api/endpoints/sidebar.py`, `backend/app/schemas/session_handoff.py`, `backend/app/services/flowpilot_engine.py`, `backend/app/services/handoff_manager.py`, `frontend/src/hooks/useFlowPilotSession.ts`.

## 2026-04-27 21:50 EDT — Claude Code — Escalation Mode: bell-icon notification fix; push + draft PR

- User ran a live escalation test via the EscalateModal (legacy `/escalate` path) and reported that clicking the bell-icon notification "just clears the notification instead of taking me to the session". Diagnosed: navigation IS happening, but the notification link template was `/pilot/{session_id}` without `?pickup=true`, so the senior landed on `FlowPilotSessionPage` with no pickup mode. `loadSession` then hit `GET /ai-sessions/{id}` which 404'd because the senior wasn't owner / `escalated_to_id` / picked-up handler. The user perceived the resulting error state as the action having done nothing.
- Two-part backend fix shipped in `641853a`. (1) `_build_notification_link` for `session.escalated` now ends with `?pickup=true` so notification clicks route through the senior-pickup flow (handoff-based or legacy SessionBriefing). (2) `GET /ai-sessions/{id}` access policy: any account member can now read a session's detail when status is `requesting_escalation` or `escalated`. Tenant boundary enforced by RLS — the owner-only guard was overly restrictive for explicitly-shared in-transit states. After-pickup access (handler / `escalated_to_id`) checks still apply for active/resolved sessions.
- Verified end-to-end live: re-login as senior engineer (non-owner, non-target) and `GET /ai-sessions/{escalated-session-id}` returns 200 with full detail. Backend regression with broader subset (`test_escalation_bus`, `test_handoff_manager`, `test_session_handoffs_api`, `test_flowpilot_analytics_escalations`, `test_sessions`, `test_session_sharing`) → 94 passed in 43.26s.
- Pushed `feat/escalation-metric-endpoint` to Gitea. Opened **draft PR #155** against `main` via Gitea API ([gitea.resolutionflow.com/chihlasm/resolutionflow/pulls/155](https://gitea.resolutionflow.com/chihlasm/resolutionflow/pulls/155)). Title prefixed `WIP:` so Gitea marks it `draft: true`. PR body links the design + test-plan artifacts and mirrors the test plan as a checklist with visual QA + e2e demo flow as the unchecked items.
- Open question for next session: EscalateModal still calls the legacy `/escalate` endpoint, not the new `/handoff` path. The wedge demo flow (junior escalates → magic-moment renders) is cleaner if EscalateModal goes through `/handoff`. Legacy path does PSA documentation push that the handoff path doesn't, so a parallel path (legacy escalate also creates a handoff record) is probably the right call rather than full migration.
- Files touched: `backend/app/api/endpoints/ai_sessions.py`, `backend/app/services/notification_service.py`, `.ai/CURRENT_TASK.md`, `.ai/HANDOFF.md`, `.ai/SESSION_LOG.md`.

## 2026-04-27 21:30 EDT — Claude Code — Escalation Mode: magic-moment handoff-context screen on pickup

- Continued the same session that shipped the live-arrival SSE subscription. Added the magic-moment screen on top.
- New `frontend/src/components/flowpilot/HandoffContextScreen.tsx`: presentational 4-section view (header with problem summary + domain + step count + escalated-time + priority badge; "What's been tried" with engineer notes + step-count affordance; "AI assessment" with likely_cause / suggested_steps / confidence badge; "Start here" CTA). Confidence badge accepts both numeric (0..1) and string ("low"/"medium"/"high") shapes — backend emits the latter, the frontend type says `number`, runtime handles both. Renders an explicit "assessment unavailable — model didn't respond in time" branch when `ai_assessment_data` is null (the 5s timeout from `9bdd995` fired). `prefers-reduced-motion` swaps `animate-slide-up` for `animate-fade-in`. ARIA `role=dialog` + `aria-modal=true` + focus on primary CTA on mount + Esc dismiss when used as a re-openable overlay.
- Integration in `frontend/src/pages/FlowPilotSessionPage.tsx`: on `/pilot/:id?pickup=true`, fetch the handoff list via `handoffsApi.listHandoffs` (account-scoped via RLS, no claim required) and find the latest unclaimed escalate handoff. If found, render the screen and skip `loadSession` (the senior would 404 pre-claim because they aren't yet `escalated_to_id`). "Start here" calls `handoffsApi.claimHandoff`, drops the `?pickup=true` query, and dismisses the screen — the existing `loadSession` effect then fires because the senior is now `escalated_to_id`. New "Context" toolbar button on active sessions (visible only when the senior arrived via the magic-moment flow this session — handoff lookup on demand) re-opens the screen as a dismissible overlay.
- Verified end-to-end against the running dev stack: `listHandoffs` returns the unclaimed handoff with full payload (engineer_notes, snapshot keys); `claimHandoff` flips session status from `escalated` → `active` and sets `escalated_to_id`; subsequent `GET /ai-sessions/{id}` succeeds. `tsc -b` exit 0. No backend changes; backend tests still `32 passed in 18.91s`.
- Deferred to TODOs in `CURRENT_TASK.md`: suggested-step chips below the chat input (Codex correction; threads through to `FlowPilotMessageBar`); `HandoffManager._generate_snapshot` expansion to include the recent diagnostic timeline pre-claim (today's snapshot is just `problem_summary, problem_domain, status, step_count, confidence_tier`); toolbar "Context" button visibility on revisited active sessions; owner-facing `/analytics/escalations` page; Playwright e2e for the GTM Loom demo path.
- Branch state: 3 new commits (`b8627f4` SSE subscription, `f65b657` handoff doc bump, `8e9d22e` magic-moment screen). Branch is unpushed — next session pushes + opens draft PR.
- Files touched this slice: `frontend/src/components/flowpilot/HandoffContextScreen.tsx` (new), `frontend/src/components/flowpilot/index.ts`, `frontend/src/pages/FlowPilotSessionPage.tsx`, `.ai/CURRENT_TASK.md`, `.ai/HANDOFF.md`, `.ai/SESSION_LOG.md`.

## 2026-04-27 21:00 EDT — Claude Code — Escalation Mode: frontend SSE subscription in EscalationQueue

- Picked up `feat/escalation-metric-endpoint` after the Codex test-stabilization pass. Confirmed green starting state: focused backend subset `32 passed in 18.78s` with `-n auto`.
- Implemented the live-arrival frontend slice. Added `streamEscalations(handlers, signal)` to `frontend/src/api/aiSessions.ts` — fetch-based `ReadableStream` reader (native `EventSource` can't send auth headers) that parses SSE frames (event/data/comment lines), buffers partial frames across chunks, ignores `: keepalive` heartbeats, dispatches `ready` and `handoff_created` events. Added `HandoffCreatedEvent` and `EscalationStreamHandlers` types in `frontend/src/types/ai-session.ts` mirroring the backend bus payload.
- Rewrote `frontend/src/components/flowpilot/EscalationQueue.tsx`. SSE subscription with `AbortController` + exponential-backoff reconnect (1s → 30s cap, attempt counter resets on `ready`). On `handoff_created` the component refetches the queue, diffs against the previous IDs via a `sessionsRef`, prepends new arrivals (newest-first) above established cards (oldest-first preserved). New IDs are tagged for 800ms so the locked 200ms slide-in animation plays before cleanup. Tab-title flash: captures `document.title` at mount, prefixes `(N)` while `document.hidden`, clears on `focus` / `visibilitychange`, restores on unmount. `prefers-reduced-motion: reduce` swaps `animate-slide-in-bottom` for `animate-fade-in`. ARIA: `role="region"` + `aria-live="polite"` on the list, `aria-label="N escalations awaiting pickup"` on the heading; Pick Up button bumped to `py-2.5` to clear the 44px touch floor.
- Verified end-to-end against the running dev stack. `tsc -b` exit 0. Vite HMR'd the new component without errors. Raw SSE handshake against `/api/v1/ai-sessions/escalations/stream` returned 200 with `text/event-stream; charset=utf-8` plus the locked headers (`cache-control: no-cache`, `x-accel-buffering: no`). Subscriber received the `ready` frame on connect; after posting a handoff via the API, the subscriber received the `handoff_created` frame with the full payload — wire format matches the parser exactly. Backend regression: same focused subset still `32 passed in 18.91s`.
- Not yet verified (would need a real browser session): the slide-in animation visually plays, the tab title actually updates, the reduced-motion media-query path, AbortController cancellation on unmount, backoff after a real network blip. Wire contract is confirmed; these are visual/timing-dependent and follow from correct parser + state machine.
- Smoke-test artifact: a single test handoff (`0f6149db…` on session `50ea20d4…`) is sitting in the engineer's queue from the verification step. Harmless; useful as visual demo data.
- Left for next session: the magic-moment handoff-context screen — 4 sections (problem summary / what's been tried / AI assessment / Start here CTA), loads on Pick Up, dissolves into the regular FlowPilot session view. Must render gracefully when `ai_assessment` is `None` (per the 5s assessment timeout from Codex's earlier fix).
- Files touched: `frontend/src/api/aiSessions.ts`, `frontend/src/types/ai-session.ts`, `frontend/src/components/flowpilot/EscalationQueue.tsx`, `.ai/CURRENT_TASK.md`, `.ai/HANDOFF.md`, `.ai/SESSION_LOG.md`.

## 2026-04-27 EDT — Claude Code — Escalation Mode wedge: design through SSE backend (8 commits)

- One long session that produced the entire planning artifact stack and most of the backend for the Escalation Mode wedge. Output of `/office-hours` (8 founder-signal session, top-tier YC archetype indicators), `/plan-eng-review` (scope reduced from "2-3 weeks greenfield" to "~6-9 days integration + metric + polish" once the existing handoff_manager surface was inventoried), `/plan-design-review` (6/10 → 9/10 with magic-moment screen, hero metric placement, and real-time arrival visual locked), and `/codex review` (12 findings, 6 applied — two-metric framing, notification routing, claim auth gate moved in-scope, unread-state fix, "Start here" CTA reframe, per-channel delivery model; 5 rejected including the full-scope reduction Codex pushed for).
- Branched `feat/escalation-metric-endpoint` off `main` @ `c0ed6d9`. Stack at session end: `d51e95c` plan + test-plan artifacts; `52f6d03` `GET /analytics/flowpilot/escalations` endpoint with 9 tests including multi-tenant isolation; `7a5b853` claim-endpoint role gate; `07d0db9` email dispatch on escalate with graceful-degradation regression; `9f0bfd4` `EscalationMetricCard` mounted above the queue list; `a283d0d` mid-flight `.ai/` refresh; `87bd0b7` WIP commit for SSE pub/sub bus + endpoint + 7 bus unit tests + 1 dispatcher integration test + 2 endpoint tests; `ba46fc5` paused-for-Codex-review handoff. Codex picked up from `ba46fc5` and added `bc15952` / `fff8338` / `9bdd995` (test stabilization + assessment latency bound).
- Pause was forced by a runaway local test loop: multiple stale `pytest` processes were left inside `resolutionflow_backend` after several aborted runs and contended on the same Postgres test schema. Codex diagnosed and fixed (see entry above).
- Frontend: thin slice — added `getEscalationMetrics` to `flowpilotAnalyticsApi`, the `EscalationMetricCard` component (loading / error / zero-data states + avg + median + conversion-rate + the inline two-metric disclaimer), and mounted it above `EscalationQueue`. `tsc -b` clean.
- Plan-stage UI decisions locked into the design doc and the codebase: dedicated 4-section magic-moment screen on Pick Up that dissolves into FlowPilot; queue stat-card + dedicated owner analytics page for the hero metric (in two places, not one); 200ms slide-in + tab-title flash on real-time arrival, no sound, respects `prefers-reduced-motion`; unread dot clears on open/claim/dismiss, NOT on hover (Codex correction). Claim role gate moved in-scope per Codex (not deferred to TODO).
- Two TODOs added: peer-tech escalation (deferred to v2 once a pilot asks); mobile/responsive design (also v2; pre-PMF wedge demo targets desktop). Claim role gate's TODO entry was struck through in the same session because it shipped in `7a5b853`.
- Plan and test-plan artifacts copied into `docs/plans/` under the `YYYY-MM-DD-name-design.md` / `-test-plan.md` convention so they live alongside the existing project plans, not just in `~/.gstack/projects/`.
- Left for next session: frontend SSE subscription in `EscalationQueue.tsx` (fetch-based ReadableStream — native EventSource can't send auth headers; match `streamDocumentation` in `frontend/src/api/aiSessions.ts`), then the magic-moment handoff-context screen, then push + draft PR. Default Claude Code model is being switched from Opus 4.7 1M-context to Opus 4.7 (200k) for the next session — the resume docs are sized to be self-sufficient under the smaller window.
- Files touched (committed): `docs/plans/2026-04-27-escalation-mode-wedge-design.md`, `docs/plans/2026-04-27-escalation-mode-wedge-test-plan.md`, `backend/app/api/endpoints/flowpilot_analytics.py`, `backend/app/schemas/flowpilot_analytics.py`, `backend/app/api/endpoints/session_handoffs.py`, `backend/app/services/handoff_manager.py`, `backend/app/core/escalation_bus.py` (new), `backend/tests/test_flowpilot_analytics_escalations.py` (new), `backend/tests/test_escalation_bus.py` (new), `backend/tests/test_handoff_manager.py`, `backend/tests/test_session_handoffs_api.py`, `frontend/src/types/flowpilot-analytics.ts`, `frontend/src/api/flowpilotAnalytics.ts`, `frontend/src/components/flowpilot/EscalationMetricCard.tsx` (new), `frontend/src/components/flowpilot/index.ts`, `frontend/src/pages/EscalationQueuePage.tsx`, `.ai/CURRENT_TASK.md`, `.ai/HANDOFF.md`, `.ai/TODO.md`.

## 2026-04-27 19:50 EDT — Codex — Stabilize Escalation Mode SSE backend tests

- Diagnosed slow backend tests on `feat/escalation-metric-endpoint`. Multiple stale pytest processes were still alive inside `resolutionflow_backend` and held `resolutionflow_test` transactions open, blocking later per-test schema resets on `DROP SCHEMA public CASCADE`.
- Reproduced a deterministic hang in `test_escalations_stream_returns_sse_content_type`: HTTPX `ASGITransport` buffers the full response body before returning, so an infinite SSE response never yielded the initial chunk and kept the auth DB dependency transaction open.
- Fixed `stream_escalations` to release auth dependencies before the long-lived stream body with `Depends(..., scope="function")`.
- Reworked the SSE handshake test to call `stream_escalations()` directly and consume one generator yield, then close it; kept viewer role-gate coverage through the API client.
- Stubbed `_generate_ai_assessment()` in handoff manager/API tests so escalation handoff tests no longer wait on the real AI path.
- Normalized account IDs inside `EscalationBus` so string UUIDs and `UUID` objects hit the same subscriber bucket; added a regression test.
- Verified focused backend subset: serial `31 passed in 46.95s`; xdist `31 passed in 17.80s`. Confirmed no lingering pytest processes or test DB sessions afterward.
- Follow-up in the same session: fixed the product latency risk by adding `ESCALATION_AI_ASSESSMENT_TIMEOUT_SECONDS` (default 5s) around escalation AI assessment generation. If the optional assessment times out, handoff creation continues with no assessment. Added regression coverage; focused xdist subset now `32 passed in 17.77s`.
- Left for next session: continue frontend SSE subscription in `EscalationQueue.tsx`, then the magic-moment handoff-context screen.
- Files touched: `backend/app/api/endpoints/session_handoffs.py`, `backend/app/core/config.py`, `backend/app/core/escalation_bus.py`, `backend/app/services/handoff_manager.py`, `backend/tests/test_escalation_bus.py`, `backend/tests/test_handoff_manager.py`, `backend/tests/test_session_handoffs_api.py`, `.ai/HANDOFF.md`, `.ai/SESSION_LOG.md`, `.ai/TODO.md`.

## 2026-04-26 03:50 EDT — Claude Code — Ship AssistantChatPage prefill `currentChatRef` fix; close out PR #150

- User reported a troubleshooting-session bug: after answering a subset of task-lane questions and clicking *Send N of M Responses*, no AI response appeared. Traced to `AssistantChatPage`: the dashboard prefill effect set `activeChatId` after creating a new chat session but never updated `currentChatRef.current`. The `currentChatRef.current !== sentForChatId` guard in `handleSend` and `handleTaskSubmit` then bailed silently on every later request and discarded the AI's reply. The user message was already pushed to the chat before the await, so the user saw their answers but nothing else.
- Fix: one-line addition mirroring `handleNewChat` and `handleResumeNew` — assign `currentChatRef.current = session.session_id` immediately after `setActiveChatId(session.session_id)` in the prefill effect. Branched off `origin/main` as `fix/tasklane-prefill-ref`; PR #153 opened on Gitea.
- Authored a Playwright regression test `frontend/e2e/assistant-chat-prefill.spec.ts` that drives the real dashboard prefill flow against the real backend, stubs `/ai-sessions/*/chat` with `page.route` for deterministic turn-1/turn-2 responses, and asserts the second AI message renders. Confirmed the test fails on unfixed code at the exact assertion (`Got it — based on your answer…` never appears) and passes once the fix is restored.
- Verified locally inside `mcr.microsoft.com/playwright:v1.58.2-noble` against the running dev stack: new spec passes, adjacent `flowpilot-chat` spec still passes, `tsc -b` clean. `resume.spec` and `history.spec` failures observed are pre-existing real-backend fixture collisions, unrelated to this change.
- First CI run on PR #153 failed on infrastructure issues already addressed by PR #150: backend hit `Bind for 0.0.0.0:5432 failed: port is already allocated`, frontend hit `actions/upload-artifact@v4 not supported on GHES`. PR #150 was already merged (commit `87bb20b` on `main`). Rebased `fix/tasklane-prefill-ref` onto new `main` (force-push `1a8cb06` → `1559feb`), resolved a `.ai/TODO.md` conflict by keeping both backlog item sets, kicked off CI on the rebased SHA.
- Confirmed `CI / backend (pull_request)` is now in branch protection's required-status-checks list (added during PR #150 close-out). `CI / e2e (pull_request)` left as not-required pending one more clean PR run as the threshold.
- Recorded the broader silent-return concern in TODO backlog: the `currentChatRef.current !== sentForChatId` guard is applied across `handleSend`, `handleTaskSubmit`, `selectChat`, `refreshFacts`, `refreshActiveFix`, and `refreshPreview`. PR #153 fixes one symptom but the same pattern can mask other drift. Either log a Sentry breadcrumb on the mismatch path or distinguish "expected stale" (chat switch) from "unexpected stale" (ref never updated) so the latter alerts.
- First CI run on the rebased SHA passed backend and frontend but failed e2e: the new prefill regression test couldn't render the task-lane question text. Diagnosed via the job log: `POST /api/v1/ai-sessions` calls `_require_ai_enabled()` and returns 503 when no provider key is set. The e2e CI job had neither `ANTHROPIC_API_KEY` nor `GOOGLE_AI_API_KEY` in env. Locally the dev backend has a real key, hence the local pass. The Playwright `page.route` stub on `/chat` was correct but never had a chance to fire because the upstream session-creation call was 503-ing.
- Fix: added a stub `ANTHROPIC_API_KEY: ci-stub-key-not-used-by-tests` to the e2e job env in `.gitea/workflows/ci.yml`. The Playwright stub still intercepts the actual `/chat` call in the browser, so the backend never contacts Anthropic — the gate just needs to clear. Documented the convention in a workflow comment so future AI-touching e2e tests know what to expect. Pushed `11fe32f`; CI went all-green.
- Merged PR #153 as `68fcdc6` on `main`. Local feature branch and remote both deleted via Gitea's `delete_branch_after_merge`.
- Opened a small follow-up `chore/post-153-handoff` PR to refresh the now-stale `.ai/` files (this entry, plus `CURRENT_TASK.md` rolling forward to "no active task — pick from `TODO.md`" and `HANDOFF.md` updating to the post-merge home position). The `data-testid` audit at the top of `TODO.md` "Up next" or the `currentChatRef` silent-return audit added in this session's backlog are the natural next pickups.
- Files touched: `frontend/src/pages/AssistantChatPage.tsx` (the one-line fix + comment), `frontend/e2e/assistant-chat-prefill.spec.ts` (new regression test), `.gitea/workflows/ci.yml` (stub `ANTHROPIC_API_KEY` for e2e), `.ai/TODO.md` (silent-return follow-up entry, plus conflict resolution preserving PR #150's backlog additions), `.ai/CURRENT_TASK.md`, `.ai/HANDOFF.md`, `.ai/SESSION_LOG.md` (this entry).

## 2026-04-25 16:41 EDT — Codex — Stabilize PR #150 e2e selectors

- Investigated the remaining PR #150 failure after backend and frontend CI were green. The e2e resume smoke test was not failing because of product behavior; it used `.bg-card` plus text filtering and matched the tree filter `<select>` before the intended session card.
- Added stable test IDs to flow session, tree, and share cards, then updated affected e2e tests to target those cards instead of Tailwind class names.
- Hardened the CI workflow by making Postgres healthchecks authenticate as `postgres` and baking `VITE_API_URL="${PLAYWRIGHT_API_ORIGIN}"` into the e2e frontend build.
- Verified with `git diff --check`, frontend build in Docker, no remaining `.bg-card` e2e selectors, and focused Playwright runs in an Actions-like Ubuntu container: resume spec passed, then history/library/library-start/resume/shares passed (`6 passed`).
- Left for next session: push this WIP commit to PR #150, watch CI, merge when all three jobs are green, then enable backend branch protection and consider the e2e gate after a reliable green run.
- Files touched: `.gitea/workflows/ci.yml`, `frontend/e2e/history.spec.ts`, `frontend/e2e/library-start.spec.ts`, `frontend/e2e/library.spec.ts`, `frontend/e2e/resume.spec.ts`, `frontend/e2e/shares.spec.ts`, `frontend/src/components/library/TreeGridView.tsx`, `frontend/src/components/library/TreeListView.tsx`, `frontend/src/pages/MySharesPage.tsx`, `frontend/src/pages/SessionHistoryPage.tsx`, `.ai/HANDOFF.md`, `.ai/CURRENT_TASK.md`, `.ai/SESSION_LOG.md`.

## 2026-04-25 12:00 America/New_York — Claude Code — Mock final AI-provider test, cache CI deps, parallelize backend with pytest-xdist

- Diagnosed why CI was still red despite Codex's local 1076 passed: a single test (`test_record_decision_persists_and_bumps_state_version`) needed `ANTHROPIC_API_KEY` because the `decision: draft_template` path calls `TemplateExtractionService` → AI provider. Patched `_extract_template_parameters` with an `AsyncMock` so the test no longer depends on AI availability. Verified.
- Pushed Codex's WIP commit `49f8856` to PR #150 (had been local-only per handoff protocol).
- PR #150 (`fix/ci-workflow-config`) extended with cheap CI wins: `actions/cache@v3` for pip + npm in all three jobs; dropped `--cov-report=term-missing` (the custom display step parses JSON); added `--maxfail=10` so structural breakage exits fast.
- PR #151 (`fix/ci-pytest-xdist`) opened, stacked on #150: pytest-xdist with per-worker DB isolation. `conftest.py` reads `PYTEST_XDIST_WORKER`, computes a per-worker DB URL like `…_gw0`, and synchronously CREATEs the DB on first import. The per-test `DROP SCHEMA public CASCADE` then operates on the worker's isolated DB. Verified locally: backend suite went from 22m 27s serial → 4m 28s parallel (8 workers), 1076 passed in both cases. ~5× speedup.
- Decided NOT to do per-test transactional rollback (bigger refactor); captured for future TODO consideration.
- Left for next session: watch CI on both PRs, merge in order (#150 first, #151 second), then enable `CI / backend (pull_request)` as a required status check on main.
- Files touched: `backend/tests/test_session_suggested_fixes_api.py`, `backend/tests/conftest.py`, `backend/requirements-dev.txt`, `.gitea/workflows/ci.yml`, `.ai/HANDOFF.md`, `.ai/CURRENT_TASK.md`, `.ai/TODO.md`.

## 2026-04-25 06:12 EDT — Codex — Fix backend suite to green

- Fixed the real backend failures left after the CI-infra cleanup: tenant-scoped seed drift, missing production `account_id` writes, public route mounting for survey/share links, Script Builder library saves, resolution output async loading, AI search schema metadata, disabled-AI fixture leakage, and prompt marker guardrails.
- Added backend CI/dev system packages required by WeasyPrint PDF export.
- Stabilized the pytest harness for pytest-asyncio/asyncpg teardown ResourceWarnings under `filterwarnings = error`.
- Verified `pytest --override-ini="addopts=" -q` inside `resolutionflow_backend`: `1076 passed, 35 deselected in 1347.41s`.
- Left for next session: commit/push if needed, check and merge PR #150 when Gitea CI is green, add backend CI as a required branch-protection check, and rerun frontend lint if final DoD requires it.
- Files touched: `.gitea/workflows/ci.yml`, `backend/Dockerfile.dev`, `backend/app/api/endpoints/folders.py`, `backend/app/api/endpoints/script_builder.py`, `backend/app/api/endpoints/shares.py`, `backend/app/api/router.py`, `backend/app/models/ai_session.py`, `backend/app/schemas/user.py`, `backend/app/services/assistant_chat_service.py`, `backend/app/services/resolution_output_generator.py`, `backend/app/services/script_builder_service.py`, `backend/pytest.ini`, `backend/tests/conftest.py`, and focused backend tests.

## 2026-04-25 02:00 America/New_York — Claude Code — Land FlowPilot + PSA, recover CI from 488 errors to ~4

- Started session by completing pending FlowPilot Phase 9 QA: ran `/qa` against the seeded fixtures, found and fixed four latent layout/state bugs (`ResolutionNotePreview` off-screen, `TemplateMatchPanel` deadlock when TaskLane closed, `EscalateInterceptDialog` clipped above viewport, `seed_test_users.py` `cancel_at_period_end` NOT NULL crash). Added a new fixture seeder `backend/scripts/seed_phase9_qa_fixtures.py` that pre-bakes the four backend states the AI orchestrator needs to emit, so future QA can exercise all 7 conditional Phase 9 components without depending on stochastic AI behavior.
- Discovered PR #141 (PSA ticket management) and `feat/flowpilot-migration` had 5 overlapping files but only 2 real conflicts (`CLAUDE.md`, `AssistantChatPage.tsx`). Conflicts were both additive — concatenated rather than chose-a-side.
- Merged PSA first (PR #141), then merged FlowPilot (PR #147), each through Gitea API. `tsc -b` clean and visual smoke-test confirmed PSA's Tickets sidebar coexists with Phase 9 ProposalBanner.
- Discovered main had been merging through a broken CI gate for several merges. Initially recommended "stop the line, fix CI before shipping." After scoping the actual rot (~50% of tests red, ~600 errors on a clean run), reversed the recommendation: ship the queue first because FlowPilot itself carried significant test-infra repairs that would be duplicated work on a fresh recovery branch.
- PR #148: two surgical fixes to main (network_diagrams JSONB `server_default` triple-quote bug, deprecated session-scoped `event_loop` fixture in conftest). +78 passing / -114 errors.
- PR #149: frontend lint `20 errors → 0`, `requirements-dev.txt` pytest pin bumped to satisfy `pytest-asyncio==0.24.0`'s `pytest>=8.2`, and a one-line `from app import models as _models` in conftest that registers all ~60 models with `Base.metadata` before `create_all`. The conftest fix collapsed 484 of the remaining 488 backend errors. `1018 passed / 4 errors / 54 failed` after.
- Enabled Gitea branch protection on `main`: PR-only merges, `CI / frontend (pull_request)` required, force-push blocked, no review required.
- Discovered CI on the merge commit STILL showed red despite local pytest being mostly green. Root cause: workflow only set `DATABASE_URL`, but conftest reads only `DATABASE_TEST_URL` (per `dab740d`'s safety hardening). 638 connection-refused errors on every fixture setup. Plus `actions/upload-artifact@v4` not supported by Gitea Actions. PR #150 fixes both.
- Left for next session: merge PR #150 once CI confirms green, add `CI / backend (pull_request)` to required status checks, then root-cause and fix the 54 real backend test failures (one sample seen — `test_user` fixture leaking across calls causing duplicate-email violations).
- Files touched (committed): `backend/scripts/seed_test_users.py`, `backend/scripts/seed_phase9_qa_fixtures.py` (new), `backend/app/models/network_diagram.py`, `backend/tests/conftest.py`, `backend/requirements-dev.txt`, `frontend/src/components/pilot/ResolutionNotePreview.tsx`, `frontend/src/components/pilot/EscalateInterceptDialog.tsx`, `frontend/src/components/pilot/ScriptBuilderTab.tsx`, `frontend/src/pages/AssistantChatPage.tsx`, `frontend/src/pages/FlowPilotSessionPage.tsx`, `frontend/src/pages/TicketsPage.tsx`, `frontend/src/hooks/useFlowPilotSession.ts`, `frontend/src/hooks/useMediaQuery.ts`, `frontend/src/components/dashboard/TicketQueue.tsx`, `frontend/src/components/network/nodes/DeviceNode.tsx`, `frontend/src/components/network/nodes/GroupNode.tsx`, `frontend/src/components/routing/AssistantSessionRedirect.tsx` (new), `frontend/src/router.tsx`, `.gitea/workflows/ci.yml`, `.claude/settings.json` (new), `.claude/hooks/check-gstack.sh` (new), `.gitignore`, `CLAUDE.md`, `.gstack/qa-reports/phase9-*/` (QA artifacts).
- Net merges to main: PR #141 (PSA), PR #147 (FlowPilot), PR #148 (CI fixes part 1), PR #149 (CI fixes part 2). PR #150 still open at session end.

## 2026-04-24 — Claude Code — Migrate to dual-agent handoff system

- Split CLAUDE.md into `.ai/PROJECT_CONTEXT.md` + shared-protocol root files (`CLAUDE.md`, `AGENTS.md`).
- Seeded `CURRENT_TASK.md`, `HANDOFF.md`, `TODO.md`, `DECISIONS.md`, `SESSION_LOG.md`, `README.md`.
- Deleted legacy `SESSION-HANDOFF.md` (superseded).
- Left for next session: first real feature task should replace the seed `CURRENT_TASK.md` and update `HANDOFF.md` with real resume state.
- Files touched: `.ai/*.md` (created), `CLAUDE.md` (rewritten), `AGENTS.md` (created), `SESSION-HANDOFF.md` (deleted).
- Follow-up (same day): Codex review pass flagged stale SaaS-role claim and incomplete file-listings carried over from the pre-migration CLAUDE.md. Verified against `backend/app/core/permissions.py`, `frontend/src/hooks/usePermissions.ts`, `backend/app/api/deps.py`, `backend/app/api/router.py`, and `backend/app/services/psa/`. Corrected PROJECT_CONTEXT.md role hierarchy (`super_admin > owner > engineer > viewer`, not `team_admin`), added `require_account_owner` / `require_team_admin` to deps list, replaced stale endpoint comment with a summary pointing at `api/router.py`, added `exceptions.py` + `ticket_context.py` to the PSA file list. Also replaced seed-example content in `CURRENT_TASK.md` and `TODO.md` with clearer empty-state sentinels.
- Branch cleanup (same day): committed pending test-isolation work as `b14a16a chore(tests): gate RLS tests behind RUN_RLS_TESTS flag`, new Phase 9 review doc as `b3506b5 docs(pilot): phase 9 review issues`, and `.remember/` gitignore entry as `b3be1e0 chore: ignore .remember/ skill runtime state`. Deleted `docs/landing-handoff/` (prepared for external design work, not meant to live in the repo). Working tree clean; 3 cleanup commits unpushed.

## 2026-05-07 UTC — Codex — Resolve PR #162 CI failures

- Investigated Gitea PR #162 failing checks for `feat/self-serve-signup-phase-2`. Public status metadata was available, but job logs required Gitea login and no token was present.
- Standardized backend development/CI Python on 3.12.13 to match the Docker image: added `.python-version`, updated Gitea CI Python setup, rebuilt the local backend virtualenv, and verified native `pytest` / `alembic` command availability with explicit local env.
- Added explicit Node 20 setup to Gitea frontend and e2e jobs so CI no longer depends on the runner's ambient Node installation.
- Reproduced the remaining frontend failure locally. Lint failed on Phase 2 React code because the current eslint stack flags exported pure helpers, render-time `Date.now()`, and effect-driven state synchronization.
- Patched the affected frontend surfaces narrowly: dashboard helper exports, app-config cache handling, feature-limit cache/fetch state, trial-banner time capture, invite/OAuth route error state, pricing loading state, and OAuth authorize URL helper export.
- Verified sequential frontend CI locally in Docker: `npm run lint` passed, `npm run test:coverage` passed (`198` tests), and `npm run build` passed with only Vite chunk-size warnings.
- Files touched: `.python-version`, `.gitea/workflows/ci.yml`, `.github/workflows/ci.yml`, `.ai/*`, `README.md`, `DEV-ENV.md`, and the frontend lint-fix files under `frontend/src/components/dashboard`, `frontend/src/hooks`, and `frontend/src/pages`.
