<!-- Keep under ~2K tokens. Old handoffs live in SESSION_LOG.md. Do not let this file accumulate history. -->

# HANDOFF.md

**Last updated:** 2026-04-27 22:30 EDT

**Active task:** **Escalation Mode** wedge build. See [`CURRENT_TASK.md`](CURRENT_TASK.md) for the full status; this file holds the resume point only.

**Branch:** `feat/escalation-metric-endpoint` — pushed (latest: `029680a`). **Draft PR #155** open against `main` ([gitea.resolutionflow.com/chihlasm/resolutionflow/pulls/155](https://gitea.resolutionflow.com/chihlasm/resolutionflow/pulls/155)). Wedge is feature-complete pending visual QA + the deferred follow-ups in `CURRENT_TASK.md`. **/escalate and /handoff are unified** — every escalation goes through `HandoffManager` and produces the full set of artifacts (handoff row, AppNotification, SSE bus event, Slack/Teams via `notify()`, per-user emails, documentation, PSA push) regardless of which URL it entered through.

## Status

Previous session shipped the two remaining frontend slices: live-arrival SSE subscription in `EscalationQueue.tsx`, and the magic-moment `HandoffContextScreen` for senior pickup.

What landed (commits added to the branch):

- `b8627f4` feat(escalations): subscribe EscalationQueue to live SSE arrivals — `streamEscalations` in `aiSessions.ts` (fetch-based `ReadableStream` parser; native `EventSource` can't send auth headers); `HandoffCreatedEvent` + `EscalationStreamHandlers` types; `EscalationQueue.tsx` rewrite with `AbortController`-managed subscription, exponential-backoff reconnect (1s → 30s cap, resets on `ready`), prepend-on-arrival with locked 200ms slide-in, tab-title `(N)` prefix while `document.hidden`, `prefers-reduced-motion` swap, ARIA live region.
- `f65b657` docs(ai): handoff state after frontend SSE slice lands.
- `8e9d22e` feat(escalations): magic-moment handoff-context screen on pickup — new `HandoffContextScreen.tsx` (4 sections; renders gracefully when `ai_assessment` is null per the 5s timeout from `9bdd995`; ARIA dialog + focus on primary CTA + Esc dismiss for re-open overlay; `prefers-reduced-motion` honored). `FlowPilotSessionPage.tsx` integration: on `?pickup=true`, fetch the handoff list first (account-scoped via RLS, no claim required), find the latest unclaimed escalate handoff, render the screen and skip `loadSession` (senior would 404 pre-claim). "Start here" calls `claimHandoff`, drops the pickup query, and dismisses — `loadSession` then fires because senior is now `escalated_to_id`. Toolbar "Context" button on active sessions re-opens the screen as a dismissible overlay (visible only when senior arrived via the magic-moment flow this session).
- `c194ba4` docs(ai): handoff state after magic-moment screen lands.
- `641853a` fix(escalations): bell-icon notification opens the pickup flow — `_build_notification_link` for `session.escalated` now ends with `?pickup=true` so notification clicks route through the senior-pickup flow. `GET /ai-sessions/{id}` now allows account-scoped read for `requesting_escalation` / `escalated` status (RLS already enforces tenant boundary; the owner-only guard was overly restrictive for explicitly-shared in-transit states). Without these two fixes the user observed bell-icon clicks "just clearing the notification" — the navigation was happening but landing on a 404 the senior couldn't escape from.
- `2a2329a` docs(ai): handoff state after bell-icon fix; record draft PR #155.
- `029680a` feat(escalations): unify `/escalate` through `HandoffManager` — single canonical path for every escalation. `HandoffCreateRequest.target_user_id` added (rejects self-targeting). `HandoffManager.create_handoff` for intent='escalate' now sets `session.escalation_reason` + `escalated_to_id`, builds the legacy AI-enhanced escalation_package via Sonnet (lazy-import from flowpilot_engine, graceful fallback), and merges handoff metadata into it; eager-loads `session.steps` + `session.user` to dodge async lazy-load greenlet errors. New `HandoffManager.finalize_escalation` runs `_generate_documentation` + `_push_to_psa` + `notify()` pre-commit so the AppNotification rows and PSA writes land atomically with the handoff. `dispatch_escalation_notifications` keeps only fire-and-forget IO (bus publish + per-user emails) post-commit. The `/escalate` endpoint is 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` and `escalated` for in-flight migration. Escalation queue list + sidebar count match either status.

Verified:

- `tsc -b` exit 0 after each frontend commit.
- Full backend test suite after unification: `1103 passed in 259.63s` with `-n auto`.
- Live SSE handshake against the running dev stack: 200 + `text/event-stream`; `ready` frame on connect; `handoff_created` frame with full payload arrived after posting a handoff via the API. Wire format matches the parser exactly.
- Live claim flow against the running dev stack: `listHandoffs` returns the unclaimed handoff for a senior pre-claim; `claimHandoff` flips session status from `escalated` → `active` and sets `escalated_to_id`; subsequent `GET /ai-sessions/{id}` succeeds.
- Live access-policy verification: senior (non-owner, non-target) can now `GET` an in-transit escalated session detail.
- Live unification verification: a single legacy `/escalate` call from a junior produced status='escalated', a `SessionDocumentation`, a `SessionHandoff` row, an attempted PSA push (`no_psa` since no ticket linked), AND an `AppNotification` row for the team admin with title "Session escalated by Jordan Tech" and link `/pilot/{session_id}?pickup=true`. The bell-icon click now lands the senior in the magic-moment flow with the actual handoff data.

Not yet verified (would need a real browser session): the slide-in animation visually plays, tab title actually updates, reduced-motion media-query path renders, AbortController cleanup on unmount, exponential backoff after a real network blip, the magic-moment screen layout/typography looks right, dissolve transition feels right. Wire contract + integration semantics are confirmed; visuals are next.

Smoke-test artifact: a single test handoff (`0f6149db…` on session `50ea20d4…`) was claimed during verification and is now an `active` session owned by the engineer test user. Harmless; useful as visual demo data.

## Resume point

1. **Visual QA via `/qa` against the dev stack.** End-to-end demo flow: junior escalates via EscalateModal → senior gets bell-icon notification → senior clicks the notification (now routes through `?pickup=true`) → magic-moment screen renders with the rich handoff data → Start here → FlowPilot session view loads. Also: open `/escalations` as senior with a second session escalating in the background, watch the slide-in + tab-title flash. The PR description has a checklist mirroring this.
2. **Pick up the deferred follow-ups** in `CURRENT_TASK.md`. Highest-leverage: suggested-step chips below the chat input (Codex correction, locked design — needs threading through `FlowPilotSession` → `FlowPilotMessageBar`). Next: `HandoffManager._generate_snapshot` expansion to include the recent diagnostic timeline pre-claim — though this is lower-priority now that the unified path already merges the legacy enriched escalation_package into the dual-write, so the magic-moment screen has access to `steps_tried` / `remaining_hypotheses` / `suggested_next_steps` once it's wired to read them.
3. Optional v1: owner-facing `/analytics/escalations` page; Playwright e2e for the GTM Loom demo path.
4. Eventual cleanup: `flowpilot_engine.escalate_session` is no longer called by any endpoint and could be deleted; the legacy `SessionBriefing` render branch in `FlowPilotSessionPage.tsx` is effectively dead code for any new escalation (magic-moment takes over) but still useful for in-flight legacy `requesting_escalation` sessions during the transition window. Both can come out after pilots have run a couple of weeks on the unified path.

## Useful breadcrumbs

- SSE endpoint: [`backend/app/api/endpoints/session_handoffs.py`](../backend/app/api/endpoints/session_handoffs.py) — `stream_escalations`.
- Pub/sub bus: [`backend/app/core/escalation_bus.py`](../backend/app/core/escalation_bus.py).
- Frontend SSE consumer: [`frontend/src/api/aiSessions.ts`](../frontend/src/api/aiSessions.ts) → `streamEscalations`.
- Live-arrival queue UI: [`frontend/src/components/flowpilot/EscalationQueue.tsx`](../frontend/src/components/flowpilot/EscalationQueue.tsx).
- Magic-moment screen: [`frontend/src/components/flowpilot/HandoffContextScreen.tsx`](../frontend/src/components/flowpilot/HandoffContextScreen.tsx).
- Pickup integration: [`frontend/src/pages/FlowPilotSessionPage.tsx`](../frontend/src/pages/FlowPilotSessionPage.tsx) — `magicState`, `handleStartHere`, `openHandoffContextOverlay`.
- Notification dispatch: [`backend/app/services/handoff_manager.py`](../backend/app/services/handoff_manager.py) — `dispatch_escalation_notifications`.
- Metric endpoint: [`backend/app/api/endpoints/flowpilot_analytics.py`](../backend/app/api/endpoints/flowpilot_analytics.py).

## Watch-outs

- Do not reintroduce `client.stream()`/ASGITransport tests for infinite SSE responses; test the generator directly.
- The bus is acceptable for v1 pilot scale only because Railway is single-replica. Redis pub/sub is the obvious swap when horizontal scaling appears.
- `streamEscalations` doesn't drive token refresh on a mid-stream 401 — the Axios interceptor only covers axios calls. Acceptable for v1.
- The handoff snapshot today is sparse (`problem_summary, problem_domain, status, step_count, confidence_tier` plus optional branch info). The magic-moment screen's "What's been tried" section currently shows engineer notes + step-count affordance, not the actual step timeline. Snapshot expansion is the right fix.
- `HandoffResponse.ai_assessment_data.confidence` is typed `number` on the frontend but the backend currently emits `'low' | 'medium' | 'high'` strings. The `ConfidenceBadge` component handles both shapes at runtime; the type definition is stale and should be widened to `number | 'low' | 'medium' | 'high'`.
- The toolbar "Context" button is hidden on revisited active sessions where the senior didn't arrive via magic-moment this session — known scope cut. Lazy-fetching handoff list on session-load (when status was previously `escalated`) is the cleanup.
