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/SESSION_LOG.md

@@ -12,6 +12,47 @@
 
 ---
 
+## 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:**