docs(handoff): record PR #166/#168 merges, dashboard CTA + welcome step-2 fixes, issues #171/#172

- HANDOFF.md: refreshed for 2026-05-14. PR #166 + #168 merged. Bug-pending-capture
  item from 2026-05-12 likely resolved by PR #168 (dashboard CTA dead-link +
  welcome step-2 PSA confusion); confirm with user next session. Stripe/EIN
  blocker carried forward. Issues #171 (WelcomeStep2 connect-now test coverage)
  and #172 (gitignore core dumps + agent .remember/ state) noted.
- CURRENT_TASK.md: added entries for PR #166, #167, #168 to "Recently shipped"
  with full narrative of the three bundled threads on #168 (session expiration,
  dashboard CTA fix, welcome step-2 reshape).
- SESSION_LOG.md: appended detailed 2026-05-14 entry covering the bug-fix design
  conversation, the FOCUS_START_SESSION_EVENT pattern, the welcome step-2
  Connect-now-bug catch (link never persisted primary_psa), CI gating on PR #168,
  and the two filed issues.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

.ai/CURRENT_TASK.md

@@ -4,6 +4,12 @@
 
 ## Recently shipped
 
+- **2026-05-14 — PR #168** Session expiration policy + dashboard onboarding-CTA fix + welcome step-2 PSA CTA reshape. Merge-committed into main as `3a35121`. Three threads bundled on one branch (`feat/session-expiration-policy`):
+  - **Session expiration policy** (original branch scope): 3d idle / 14d absolute, per-account override, bulk revoke. New `AccountSecuritySettingsPage`, `RevokeSessionsModal`, `SessionExpiryToast`, `useAuthSessionExpiry` hook; backend dependencies in `accountSecurity.ts`.
+  - **Dashboard onboarding CTA fix** (`8d79dd9`): The "Start a session" CTAs on `NextStepCard` and `SetupChecklist` used to `<Link to="/">` while themselves rendered on `/`, so clicks were silent no-ops. Replaced with a `FOCUS_START_SESSION_EVENT` window event that `StartSessionInput` listens for — scrolls itself into view (top of viewport), focuses the textarea, pulses a blue ring 900ms. `NextStepCard` hides itself locally on click so the prompt doesn't linger while the user types.
+  - **Welcome step-2 PSA CTA reshape** (`dc88797`): Selecting a real PSA now swaps `[Continue] [Skip]` for `[Connect <PSA> now] [Connect later] [Skip this step]`. Primary blue button saves `primary_psa` and routes to `/account/integrations`; "Connect later" saves and continues to step 3. **Pre-existing bug fixed**: the old subtle "Connect now →" link never persisted `primary_psa` before navigating. Now it does. "No PSA yet" / no-selection states still show the original single Continue.
+- **2026-05-14 — PR #166** Docs/handoff doc updates carrying forward PR #164/#165 state and EIN blocker. Squash-merged into main as `fe0e692`.
+- **2026-05-12 — PR #167** `backend/scripts/create_site_admin.py` site-wide super-admin bootstrap script. Squash-merged into main as `e50a215`. Idempotent CLI, three modes (`--send-reset`, `--print-reset`, `--promote-only`). Uses `ADMIN_DATABASE_URL` (BYPASSRLS). User confirmed end-to-end success against prod via `railway ssh` 2026-05-12 evening.
 - **2026-05-12 — PR #165** Legal/contact pages for Stripe site review. Squash-merged into main as `ba45cfe`. Three new SPA pages: `/policies` (consolidated Customer Policies — refunds, cancellation, U.S. legal/export restrictions, promotional terms; anchor IDs per subsection), `/contact` (phone (470) 949-4131, support/sales/billing/security inboxes, response-time SLAs), `/promotions` (stub satisfying Policies §6.2). New `MarketingFooter` component (`components/common/MarketingFooter.tsx`) extracted from inline landing footer; mounted on `/landing`, `/pricing`, `/contact-sales` so all four legal links (Privacy/Terms/Policies/Contact) are reachable from every marketing surface. Component reuses existing `landing-footer*` CSS — must be inside a `.landing-page` wrapper (documented in JSX comment). Privacy and Terms closing sections updated to point at `/contact` + `/policies` with correct per-area inboxes; stale `hello@` mailto removed everywhere. Mailing address left as TODO comments in both `ContactPage.tsx` and `PoliciesPage.tsx`, rendered publicly as "available on request" until P.O. Box is purchased. tsc + eslint clean.
 - **2026-05-08 — PR #164** Plan taxonomy reconciliation + `INTERNAL_TESTER_EMAILS` allowlist + Stripe sync script + page-title fix + frontend taxonomy followups + doc refresh. 5 commits on `feat/billing-plan-taxonomy` from main (`dad5e1f`); HEAD `2c9f5e9`. Migration `4ce3e594cb87` renames `plan_limits.plan='team'` → `'enterprise'` and adds `starter` row (caps interpolated between free and pro: `max_trees=10`, `sessions=75`, `ai=15/mo`). Resource visibility (`Tree.visibility='team'`, `StepLibrary.visibility='team'`) is a separate domain and intentionally untouched. New `backend/scripts/sync_stripe_plan_ids.py` upserts `plan_billing` rows from Stripe products by exact name match — annual fields stay NULL by design (user explicitly skipping annual pricing for exit flexibility). `Settings.is_internal_tester` + `is_self_serve_active_for` centralize the allowlist + global-flag check; new `get_current_user_optional` dep; `/config/public` honors allowlist for authenticated callers; `/auth/register` allows allowlisted emails without invite code. LandingPage page-title bug — `—` inside JSX attribute strings was rendering as 6 literal characters in browser tabs; replaced with literal em dash. PageMeta default tagline updated from "Decision Tree Platform" to "AI-Powered Troubleshooting for MSPs". 86/86 passing across subscription/billing/plan/invite/admin sweep; tsc + lint clean. See `.ai/DECISIONS.md` for the two architectural entries (taxonomy reconciliation, allowlist).
 - **2026-05-06 — PR #163** Seed test users marked email-verified. Squash-merged into main as `dad5e1f`.