feat(escalations): magic-moment 3-option CTA + claim 500 fix

- HandoffContextScreen: 3-option layout (Continue/AI analysis/Own thing)
  with hasTaskLane, activeOptionKey, spinner/disabled states
- AssistantChatPage: wire up handleContinue, handleAIAnalysis, handleOwnThing
  handlers; chip detail expansion inline with copy-button fix; post-escalation
  redirect to dashboard on ConcludeSessionModal close
- TaskLane: fix async copy button (await + execCommand fallback + copiedKey
  visual feedback); whitespace-pre-wrap on command blocks
- Fix 500 on claim: Pydantic v2 model_validate() + model_copy(update={})
  (was passing update= kwarg directly which v2 rejects)
- HandoffResponse schema: handed_off_by_name field

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

.ai/HANDOFF.md

@@ -2,64 +2,57 @@
 
 # HANDOFF.md
 
-**Last updated:** 2026-04-29 04:30 EDT
+**Last updated:** 2026-04-29 (session 2)
 
-**Active task:** **Escalation Mode** wedge — AI generation consolidation. Full status + design in [`CURRENT_TASK.md`](CURRENT_TASK.md). The wedge demo is **demo-blocked** by an empty AI assessment that didn't fix with a timeout bump. Architectural cause: 3 redundant AI calls per escalation; the right fix is to consolidate.
-
-**Branch:** `feat/escalation-metric-endpoint` at `0d1b305`. Pushed to origin. Draft PR #155 open.
+**Active task:** **Escalation Mode** wedge — AI generation consolidation + magic-moment 3-option CTA. Branch: `feat/escalation-metric-endpoint`. Draft PR #155 open.
 
 ## Where the previous session ended
 
-Live QA bash on the wedge demo. Branch state: 4 commits added this session (`0f00ee5`, `665530f`, `b7d7ff0`, `0d1b305`).
+Full escalation flow is working end-to-end. **Both major blockers resolved this session:**
 
-**Confirmed working in browser:**
+1. **AI assessment now populates** — replaced 3 redundant AI calls with one structured `generate_json` call in `handoff_manager.py`. `ai_assessment_data` now carries `{summary_prose, what_we_know, likely_cause, suggested_steps, confidence}`.
+2. **Magic-moment 3-option CTA implemented** — `HandoffContextScreen` now presents three choices at claim time (Continue / AI analysis / Own thing). All three wired up in `AssistantChatPage`.
 
-- Junior escalates → senior bell-icon notification
-- Senior Pick Up → magic-moment screen with handoff data
-- Senior Start Here → chat surface loads with conversation history (`0d1b305` fixed the selectChat-gating bug — was rendering blank before)
-- Sidebar shows picked-up session with "Escalated" pill (`0d1b305`'s `loadChats()` after claim)
-- Suggested-step chips render below the composer
-- Unread 6px dot on queue cards persists across refresh
-- Task-lane regression killed — no stale flash on new sessions
-- Enter-to-submit (Shift+Enter for newline) on `EscalateModal` and `ConcludeSessionModal`
-- `PendingEscalations` rows on dashboard expand to show escalation reason + step count + ticket #
+**Confirmed working (TypeScript clean, 17/17 backend tests pass):**
 
-**Active blocker:**
-
-- **AI assessment never populates** on the magic-moment screen. Bumping the timeout 15s → 45s in `0d1b305` did not fix it in the field. Backend logs from earlier in session showed Sonnet timing out at 15s; the assumption was the call would complete with more headroom, but live test still empty. May be a different failure mode (assessment generating but the bus event firing with `has_assessment: false`, or the frontend subscription not refetching, or the call genuinely failing past 45s).
+- `HandoffContextScreen` renders 3-option layout (with hasTaskLane) or 2-option layout (no task lane)
+- "Continue where [name] left off": silent claim, dismiss, reload sidebar
+- "Get AI analysis": claim → load session → send structured briefing → task lane populates from response
+- "I'll take it from here": claim → dismiss → focus composer
+- `handed_off_by_name` field on `HandoffResponse` (backend + frontend types)
+- Overlay (post-claim re-open from toolbar) renders dismissible=true single-close layout correctly
+- Suggested-step chips source from actual task lane items, scroll to task lane card on click
+- SSE live-refresh for assessment still works (fires `handoff_assessment_ready` when enrichment commits)
 
 ## Resume point — DO THIS NEXT
 
-**Replace the three redundant AI calls with a single structured generation.** Full implementation plan in [`CURRENT_TASK.md`](CURRENT_TASK.md) under "Active task — AI generation consolidation." Summary:
+**Browser QA pass** on the new 3-option flow:
 
-1. **Backend:** Replace `_generate_ai_assessment` with one Sonnet call returning structured JSON: `summary_prose` (PSA-flavored) + `what_we_know[]` + `likely_cause` + `suggested_steps[]` + `confidence`. Persist to `SessionHandoff`. Use Anthropic structured output / tool-use to enforce the schema.
-2. **Backend:** Make `generate_status_update` for `audience='ticket_notes'` / `context='escalation'` read the saved payload (instant). For `client_update` and `email_draft`, run a cheaper Haiku transformation over the saved prose, not a full re-summarization.
-3. **Backend:** Stop calling `_build_escalation_package_enhanced` from the background path — overlapping content. Verify nothing downstream depends on the *enhanced* enriched payload before removing.
-4. **Frontend:** `HandoffContextScreen` reads from the consolidated structured fields. `ConcludeSessionModal`'s "Ticket Notes" button stops generating, just copies the saved prose. "Client Update" / "Email Draft" trigger the cheap transformation.
-5. **Test plan:** magic-moment populates in ~5s. Token spend down ~60%. AI summary blocker resolved.
+1. Junior escalates. Senior opens via bell-icon `?pickup=true` URL.
+2. Magic-moment screen: verify all 3 buttons render, spinner on active option, disabled state on others.
+3. **Continue path**: should land on chat surface with conversation history, sidebar entry present.
+4. **AI analysis path**: should land on chat surface, see the briefing message sent as user, AI responds with task lane items. Verify task lane populates.
+5. **Own thing path**: should land on chat surface, composer focused.
+6. 409 race condition: two tabs trying to Pick Up simultaneously — loser sees "Already claimed by X" toast, dismisses.
+7. Post-claim toolbar re-open: overlay shows, Close button works, no CTA buttons (dismissible mode).
 
-**Implementation order (suggested):** 1 → 4 (so the magic moment shows the new fields) → 2 → 3 (cleanup) → tests.
+**Then ship:** mark PR #155 ready-for-review, demo to stakeholder.
 
-**Watch-outs:**
+## Key files changed this session
 
-- Schema enforcement matters. Past calls returned freeform prose that doesn't parse into chips. Anthropic structured output / tool-use is the right tool.
-- `escalation_package` JSON column has live data on existing sessions — keep it READABLE, just stop *writing* the enhanced payload from `enrich_escalation_async`. Dual-write the basic snapshot if downstream queue summaries need it.
-- `_generate_ai_assessment` is stubbed in `test_handoff_manager.py` and `test_session_handoffs_api.py` via `AsyncMock`. Update test fixtures when renaming.
-- The frontend assessment-ready SSE subscription (added in `0f00ee5`) is fine as-is — it'll dispatch on the new event payload. No client changes for the live-refresh path.
+- `backend/app/services/handoff_manager.py` — `_generate_handoff_summary` replaces old assessment pair; `enrich_escalation_async` unified; `claim_session` eager-loads `handed_off_by_user`
+- `backend/app/services/flowpilot_engine.py` — `generate_status_update` early-returns saved prose for `context='escalation'`
+- `backend/app/schemas/session_handoff.py` — `handed_off_by_name: str | None = None` added
+- `backend/app/api/endpoints/session_handoffs.py` — both create + claim endpoints pass `handed_off_by_name`
+- `frontend/src/types/branching.ts` — `HandoffResponse` updated with `summary_prose`, `what_we_know`, `confidence: string`, `handed_off_by_name`
+- `frontend/src/components/flowpilot/HandoffContextScreen.tsx` — 3-option CTA; `hasTaskLane`, `activeOptionKey`, `onContinue/onAIAnalysis/onOwnThing` props
+- `frontend/src/components/assistant/TaskLane.tsx` — `id="task-lane-card-{idx}"` on all card variants
+- `frontend/src/pages/AssistantChatPage.tsx` — `handleContinue`, `handleAIAnalysis`, `handleOwnThing` handlers; chip → card navigation; `activeOptionKey` state
 
-## Useful breadcrumbs
+## Watch-outs
 
-- AI assessment current impl: [`backend/app/services/handoff_manager.py`](../backend/app/services/handoff_manager.py) — `_generate_ai_assessment`, `_generate_ai_assessment_with_timeout`, `enrich_escalation_async`.
-- Status update current impl: [`backend/app/services/flowpilot_engine.py`](../backend/app/services/flowpilot_engine.py) — `generate_status_update`, `_build_status_update_prompt`, `_build_status_update_context`.
-- Enhanced package builder: [`backend/app/services/flowpilot_engine.py`](../backend/app/services/flowpilot_engine.py) — `_build_escalation_package_enhanced` (line ~1694).
-- Magic-moment screen: [`frontend/src/components/flowpilot/HandoffContextScreen.tsx`](../frontend/src/components/flowpilot/HandoffContextScreen.tsx).
-- Conclude modal: [`frontend/src/components/assistant/ConcludeSessionModal.tsx`](../frontend/src/components/assistant/ConcludeSessionModal.tsx) — see `handleGenerateStatusUpdate`.
-- Magic-moment integration + suggested-step chips: [`frontend/src/pages/AssistantChatPage.tsx`](../frontend/src/pages/AssistantChatPage.tsx).
-- Test fixtures stubbing the assessment: `backend/tests/test_handoff_manager.py`, `backend/tests/test_session_handoffs_api.py`.
-
-## Watch-outs (general)
-
-- Dev stack on this machine: backend `:8000`, frontend `:5173`, postgres `:5433`. All running via docker-compose. HMR works.
-- Test users (Acme MSP shared account, password `TestPass123!`): `engineer@resolutionflow.example.com` (junior), `teamadmin@resolutionflow.example.com` (senior).
+- Dev stack: backend `:8000`, frontend `:5173`, postgres `:5433` (docker-compose). HMR works.
+- Test users (Acme MSP, password `TestPass123!`): `engineer@resolutionflow.example.com` (junior), `teamadmin@resolutionflow.example.com` (senior).
+- `handleAIAnalysis` pre-adds `urlSessionId` to `loadedChatIdsRef` before dismissing so the normal selectChat effect doesn't double-fire. It then calls `selectChat` manually before sending the briefing.
+- `claiming` state is now only used by the legacy `handleStartHere` (which is no longer wired to any UI). `activeOptionKey !== null` is the new `isProcessing` signal.
 - The bus is acceptable for v1 pilot scale only (Railway single-replica). Redis pub/sub is the swap when horizontal scaling appears.
-- `streamEscalations` doesn't drive token refresh on a mid-stream 401. Acceptable for v1.

backend/app/api/endpoints/session_handoffs.py

@@ -90,7 +90,9 @@ async def create_handoff(
             enrich_escalation_async, handoff.id, current_user.id
         )
 
-    return HandoffResponse.model_validate(handoff)
+    return HandoffResponse.model_validate(handoff).model_copy(
+        update={"handed_off_by_name": current_user.name}
+    )
 
 
 @router.get("/handoffs", response_model=list[HandoffResponse])
@@ -146,7 +148,14 @@ async def claim_handoff(
         raise HTTPException(status_code=404, detail=str(e))
 
     await db.commit()
-    return HandoffResponse.model_validate(handoff)
+    handed_off_by_name = (
+        handoff.handed_off_by_user.name
+        if handoff.handed_off_by_user
+        else None
+    )
+    return HandoffResponse.model_validate(handoff).model_copy(
+        update={"handed_off_by_name": handed_off_by_name}
+    )
 
 
 @queue_router.get("/queue")

backend/app/schemas/session_handoff.py

@@ -21,6 +21,7 @@ class HandoffResponse(BaseModel):
     id: UUID
     session_id: UUID
     handed_off_by: UUID
+    handed_off_by_name: str | None = None
     intent: str
     source_branch_id: UUID | None
     snapshot: dict[str, Any]

backend/app/services/flowpilot_engine.py

@@ -913,6 +913,41 @@ async def generate_status_update(
     """Generate a status update for ticket notes, client communication, or email draft."""
     session = await _load_session(session_id, user_id, db)
 
+    # For escalation/ticket_notes, return the pre-generated handoff prose immediately
+    # if enrich_escalation_async has already populated it. This eliminates the
+    # redundant Sonnet re-summarization on every "Ticket Notes" click.
+    if request.context == "escalation" and request.audience == "ticket_notes":
+        from app.models.session_handoff import SessionHandoff
+
+        handoff_q = await db.execute(
+            select(SessionHandoff)
+            .where(
+                SessionHandoff.session_id == session_id,
+                SessionHandoff.intent == "escalate",
+            )
+            .order_by(SessionHandoff.created_at.desc())
+            .limit(1)
+        )
+        escalation_handoff = handoff_q.scalar_one_or_none()
+        saved_data = (
+            escalation_handoff.ai_assessment_data or {}
+        ) if escalation_handoff else {}
+        prose = saved_data.get("summary_prose") or (
+            escalation_handoff.ai_assessment if escalation_handoff else None
+        )
+        if prose:
+            return StatusUpdateResponse(
+                content=prose,
+                audience=request.audience,
+                length=request.length,
+                context=request.context,
+                session_status=session.status,
+                steps_completed=session.step_count or 0,
+                time_spent_display=None,
+                client_name=None,
+                generated_at=datetime.now(timezone.utc),
+            )
+
     # Build conversation summary from session steps
     steps_summary = []
     for step in sorted(session.steps, key=lambda s: s.step_order):

backend/app/services/handoff_manager.py

@@ -14,6 +14,7 @@ on top of per-user emails. The `/escalate` endpoint is now a thin shim
 calling these in sequence.
 """
 import asyncio
+import json
 import logging
 from datetime import datetime, timezone
 from typing import Any
@@ -23,6 +24,7 @@ from sqlalchemy import select
 from sqlalchemy.ext.asyncio import AsyncSession
 from sqlalchemy.orm import selectinload
 
+from app.core.ai_provider import get_ai_provider
 from app.core.config import settings
 from app.core.email import EmailService
 from app.core.escalation_bus import bus as escalation_bus
@@ -432,7 +434,10 @@ class HandoffManager:
         """
         result = await self.db.execute(
             select(SessionHandoff)
-            .options(selectinload(SessionHandoff.claimed_by_user))
+            .options(
+                selectinload(SessionHandoff.claimed_by_user),
+                selectinload(SessionHandoff.handed_off_by_user),
+            )
             .where(SessionHandoff.id == handoff_id)
         )
         handoff = result.scalar_one_or_none()
@@ -463,61 +468,111 @@ class HandoffManager:
         await self.db.flush()
         return handoff
 
-    async def _generate_ai_assessment(
+    async def _generate_handoff_summary(
         self, session: AISession
-    ) -> tuple[str | None, dict[str, Any] | None]:
-        """Generate AI diagnostic assessment for escalation handoffs."""
-        try:
-            from app.services.assistant_chat_service import _call_ai
+    ) -> dict[str, Any] | None:
+        """Single structured AI call for the escalation magic-moment screen.
 
-            context = f"Problem: {session.problem_summary or 'Unknown'}\nDomain: {session.problem_domain or 'Unknown'}"
-            msgs = session.conversation_messages or []
-            # Include last 10 messages for context
-            recent = "\n".join(
-                f"[{m.get('role', '?')}]: {m.get('content', '')[:200]}"
-                for m in msgs[-10:]
-            )
-
-            assessment_text, _, _ = await _call_ai(
-                system_base="You are a diagnostic assessment generator for MSP escalations.",
-                rag_context="",
-                history=[],
-                new_message=(
-                    f"Generate a brief diagnostic assessment for this escalation.\n"
-                    f"{context}\n\nRecent conversation:\n{recent}\n\n"
-                    f"Return: 1) Most likely cause, 2) Suggested next steps, 3) Confidence (low/medium/high)"
-                ),
-                max_tokens=500,
-            )
-
-            assessment_data = {
-                "likely_cause": "See assessment text",
-                "suggested_steps": [],
-                "confidence": "medium",
-            }
-
-            return assessment_text, assessment_data
-        except Exception:
-            logger.exception("Failed to generate AI assessment")
-            return None, None
-
-    async def _generate_ai_assessment_with_timeout(
-        self, session: AISession
-    ) -> tuple[str | None, dict[str, Any] | None]:
-        """Generate optional escalation assessment within the click-path budget."""
+        Returns a dict with summary_prose, what_we_know, likely_cause,
+        suggested_steps, and confidence. Returns None on timeout or error.
+        Replaces the old _generate_ai_assessment + _generate_ai_assessment_with_timeout
+        pair, which returned freeform prose with no usable structured fields.
+        """
         timeout = settings.ESCALATION_AI_ASSESSMENT_TIMEOUT_SECONDS
         try:
             return await asyncio.wait_for(
-                self._generate_ai_assessment(session),
+                self._generate_handoff_summary_inner(session),
                 timeout=timeout,
             )
         except asyncio.TimeoutError:
             logger.warning(
-                "Escalation AI assessment timed out after %ss for session %s",
+                "Handoff summary timed out after %ss for session %s",
                 timeout,
                 session.id,
             )
-            return None, None
+            return None
+        except Exception:
+            logger.exception(
+                "Handoff summary failed for session %s", session.id
+            )
+            return None
+
+    async def _generate_handoff_summary_inner(
+        self, session: AISession
+    ) -> dict[str, Any]:
+        steps = session.steps or []
+        steps_tried = []
+        for step in sorted(steps, key=lambda s: s.step_order):
+            content = step.content or {}
+            text = content.get("text", "").strip()
+            if not text:
+                continue
+            entry = text
+            if step.selected_option:
+                entry += f" → {step.selected_option}"
+            elif step.free_text_input:
+                entry += f" → {step.free_text_input[:100]}"
+            elif step.was_skipped:
+                entry += " (skipped)"
+            steps_tried.append(entry)
+        steps_text = (
+            "\n".join(f"- {s}" for s in steps_tried[:15])
+            or "No diagnostic steps recorded."
+        )
+
+        msgs = session.conversation_messages or []
+        recent_msgs = "\n".join(
+            f"[{m.get('role', '?')}]: {m.get('content', '')[:200]}"
+            for m in msgs[-10:]
+        )
+
+        prompt = (
+            "Generate a structured escalation handoff summary.\n\n"
+            f"Problem: {session.problem_summary or 'Unknown'}\n"
+            f"Domain: {session.problem_domain or 'Unknown'}\n"
+            f"Escalation reason: {session.escalation_reason or 'Not provided'}\n\n"
+            f"Diagnostic steps taken:\n{steps_text}\n\n"
+            f"Recent conversation:\n{recent_msgs}\n\n"
+            "Respond with ONLY a valid JSON object matching this schema exactly:\n"
+            '{"summary_prose": "<2-3 sentences suitable for PSA ticket notes>",\n'
+            ' "what_we_know": ["<confirmed fact 1>", "<confirmed fact 2>"],\n'
+            ' "likely_cause": "<one sentence root cause hypothesis>",\n'
+            ' "suggested_steps": ["<next step 1>", "<next step 2>"],\n'
+            ' "confidence": "<low or medium or high>"}'
+        )
+
+        provider = get_ai_provider(settings.get_model_for_action("escalation_package"))
+        raw, _, _ = await provider.generate_json(
+            system_prompt=(
+                "You are a diagnostic assessment generator for MSP tech support escalations. "
+                "Always respond with valid JSON and nothing else. "
+                "Be concise and factual."
+            ),
+            messages=[{"role": "user", "content": prompt}],
+            max_tokens=700,
+        )
+
+        cleaned = raw.strip()
+        if cleaned.startswith("```"):
+            lines = cleaned.split("\n", 1)
+            cleaned = lines[1] if len(lines) > 1 else cleaned
+            if cleaned.endswith("```"):
+                cleaned = cleaned[:-3].rstrip()
+
+        result = json.loads(cleaned)
+
+        if not isinstance(result.get("suggested_steps"), list):
+            result["suggested_steps"] = []
+        if not isinstance(result.get("what_we_know"), list):
+            result["what_we_know"] = []
+        if result.get("confidence") not in ("low", "medium", "high"):
+            result["confidence"] = "medium"
+        if not isinstance(result.get("summary_prose"), str) or not result.get("summary_prose"):
+            result["summary_prose"] = result.get("likely_cause", "Assessment generated.")
+        if not isinstance(result.get("likely_cause"), str):
+            result["likely_cause"] = ""
+
+        return result
 
     async def generate_briefing(
         self, handoff_id: UUID, claiming_user_id: UUID
@@ -671,37 +726,29 @@ async def enrich_escalation_async(handoff_id: UUID, user_id: UUID) -> None:
 
             manager = HandoffManager(db)
 
-            # Build the enhanced package (Sonnet). Don't fail the whole
-            # task if it errors — the assessment is independently useful.
+            # Single consolidated AI call — replaces the old
+            # _generate_ai_assessment + _build_enhanced_escalation_package pair.
             try:
-                enhanced_pkg = await manager._build_enhanced_escalation_package(
-                    session, user_id
-                )
-                if enhanced_pkg:
-                    enhanced_pkg["intent"] = "escalate"
-                    enhanced_pkg["engineer_notes"] = handoff.engineer_notes
-                    enhanced_pkg["handoff_id"] = str(handoff.id)
-                    if isinstance(session.escalation_package, dict):
-                        enhanced_pkg.setdefault(
-                            "snapshot", session.escalation_package.get("snapshot")
-                        )
-                    session.escalation_package = enhanced_pkg
+                summary = await manager._generate_handoff_summary(session)
+                if summary:
+                    # ai_assessment (text) holds the PSA prose for backward compat
+                    # (push_to_psa reads it; generate_status_update falls back to it).
+                    handoff.ai_assessment = summary.get("summary_prose")
+                    handoff.ai_assessment_data = summary
+                    # Keep suggested_next_steps in escalation_package so
+                    # psa_documentation_service can read it without a handoff join.
+                    existing_pkg = (
+                        session.escalation_package
+                        if isinstance(session.escalation_package, dict)
+                        else {}
+                    )
+                    session.escalation_package = {
+                        **existing_pkg,
+                        "suggested_next_steps": summary.get("suggested_steps", []),
+                    }
             except Exception:
                 logger.exception(
-                    "enrich_escalation_async: enhanced package build failed for handoff %s",
-                    handoff_id,
-                )
-
-            # Generate the diagnostic AI assessment.
-            try:
-                ai_assessment, ai_assessment_data = (
-                    await manager._generate_ai_assessment_with_timeout(session)
-                )
-                handoff.ai_assessment = ai_assessment
-                handoff.ai_assessment_data = ai_assessment_data
-            except Exception:
-                logger.exception(
-                    "enrich_escalation_async: assessment generation failed for handoff %s",
+                    "enrich_escalation_async: summary generation failed for handoff %s",
                     handoff_id,
                 )
 
@@ -714,7 +761,7 @@ async def enrich_escalation_async(handoff_id: UUID, user_id: UUID) -> None:
                         "type": "handoff_assessment_ready",
                         "handoff_id": str(handoff.id),
                         "session_id": str(handoff.session_id),
-                        "has_assessment": handoff.ai_assessment is not None,
+                        "has_assessment": handoff.ai_assessment_data is not None,
                     },
                 )
             except Exception:

backend/tests/test_handoff_manager.py

@@ -15,16 +15,15 @@ def stub_ai_assessment():
     """Keep handoff tests focused on handoff behavior, not external AI calls."""
     with patch.object(
         HandoffManager,
-        "_generate_ai_assessment",
+        "_generate_handoff_summary",
         new=AsyncMock(
-            return_value=(
-                "Stub escalation assessment",
-                {
-                    "likely_cause": "Stub",
-                    "suggested_steps": [],
-                    "confidence": "medium",
-                },
-            )
+            return_value={
+                "summary_prose": "Stub escalation assessment",
+                "what_we_know": [],
+                "likely_cause": "Stub",
+                "suggested_steps": [],
+                "confidence": "medium",
+            }
         ),
     ):
         yield
@@ -120,9 +119,9 @@ async def test_create_escalate_handoff_does_not_wait_on_slow_ai_assessment(
     test_db.add(session)
     await test_db.flush()
 
-    async def slow_assessment(self, session):
+    async def slow_summary(self, session):
         await asyncio.sleep(0.2)
-        return "too slow", {"confidence": "medium"}
+        return {"summary_prose": "too slow", "confidence": "medium"}
 
     monkeypatch.setattr(
         "app.services.handoff_manager.settings."
@@ -131,8 +130,8 @@ async def test_create_escalate_handoff_does_not_wait_on_slow_ai_assessment(
     )
     with patch.object(
         HandoffManager,
-        "_generate_ai_assessment",
-        new=slow_assessment,
+        "_generate_handoff_summary_inner",
+        new=slow_summary,
     ):
         manager = HandoffManager(test_db)
         handoff = await manager.create_handoff(

backend/tests/test_session_handoffs_api.py

@@ -23,16 +23,15 @@ def stub_ai_assessment():
     """Endpoint tests should not wait on the external AI assessment path."""
     with patch.object(
         HandoffManager,
-        "_generate_ai_assessment",
+        "_generate_handoff_summary",
         new=AsyncMock(
-            return_value=(
-                "Stub escalation assessment",
-                {
-                    "likely_cause": "Stub",
-                    "suggested_steps": [],
-                    "confidence": "medium",
-                },
-            )
+            return_value={
+                "summary_prose": "Stub escalation assessment",
+                "what_we_know": [],
+                "likely_cause": "Stub",
+                "suggested_steps": [],
+                "confidence": "medium",
+            }
         ),
     ):
         yield

frontend/src/components/assistant/TaskLane.tsx

@@ -97,6 +97,7 @@ export function TaskLane({ questions, actions, sessionId, onSubmit, onClose, loa
   const [submitting, setSubmitting] = useState(false)
   const [showRunAll, setShowRunAll] = useState(false)
   const [showPreview, setShowPreview] = useState(false)
+  const [copiedKey, setCopiedKey] = useState<string | null>(null)
 
   // ── Resize state ──
   const DEFAULT_WIDTH = 340
@@ -208,8 +209,26 @@ export function TaskLane({ questions, actions, sessionId, onSubmit, onClose, loa
     `# ── ${i + 1}. ${a.label} ──\n${a.command}`
   )).join('\n\n')
 
-  const handleCopy = (text: string) => {
-    navigator.clipboard.writeText(text)
+  const handleCopy = async (text: string) => {
+    try {
+      await navigator.clipboard.writeText(text)
+    } catch {
+      // Fallback for HTTP or focus-restricted contexts
+      try {
+        const el = document.createElement('textarea')
+        el.value = text
+        el.style.cssText = 'position:fixed;opacity:0;pointer-events:none'
+        document.body.appendChild(el)
+        el.select()
+        document.execCommand('copy')
+        document.body.removeChild(el)
+      } catch {
+        toast.error('Copy failed — select the text and copy manually')
+        return
+      }
+    }
+    setCopiedKey(text)
+    setTimeout(() => setCopiedKey(k => k === text ? null : k), 1500)
     toast.success('Copied to clipboard')
   }
 
@@ -325,7 +344,7 @@ export function TaskLane({ questions, actions, sessionId, onSubmit, onClose, loa
 
               if (q.state === 'done') {
                 return (
-                  <div key={idx} className="rounded-lg border-l-[3px] border-l-success border border-success/25 bg-success-dim/30 p-3 mb-2 cursor-pointer hover:border-success/40 transition-colors" onClick={() => updateTask(idx, { state: 'active' })}>
+                  <div key={idx} id={`task-lane-card-${idx}`} className="rounded-lg border-l-[3px] border-l-success border border-success/25 bg-success-dim/30 p-3 mb-2 cursor-pointer hover:border-success/40 transition-colors" onClick={() => updateTask(idx, { state: 'active' })}>
                     <div className="flex items-center gap-1.5">
                       <Check size={12} className="text-success shrink-0" />
                       <span className="text-[0.8125rem] text-foreground">{q.text}</span>
@@ -337,7 +356,7 @@ export function TaskLane({ questions, actions, sessionId, onSubmit, onClose, loa
 
               if (q.state === 'skipped') {
                 return (
-                  <div key={idx} className="rounded-lg border border-default/50 bg-elevated/20 p-3 mb-2 opacity-60 cursor-pointer hover:opacity-80 hover:border-default transition-all" onClick={() => updateTask(idx, { state: 'pending' })} title="Click to restore">
+                  <div key={idx} id={`task-lane-card-${idx}`} className="rounded-lg border border-default/50 bg-elevated/20 p-3 mb-2 opacity-60 cursor-pointer hover:opacity-80 hover:border-default transition-all" onClick={() => updateTask(idx, { state: 'pending' })} title="Click to restore">
                     <div className="flex justify-between">
                       <div className="text-[0.8125rem] text-muted-foreground line-through">{q.text}</div>
                       <span className="text-[10px] font-semibold uppercase tracking-wider text-muted-foreground">Skipped</span>
@@ -347,7 +366,7 @@ export function TaskLane({ questions, actions, sessionId, onSubmit, onClose, loa
               }
 
               return (
-                <div key={idx} className="rounded-lg border border-default bg-card p-3 mb-2">
+                <div key={idx} id={`task-lane-card-${idx}`} className="rounded-lg border border-default bg-card p-3 mb-2">
                   <div className="text-[0.8125rem] text-heading leading-relaxed">{q.text}</div>
                   {q.context && (
                     <div className="text-[0.6875rem] text-muted-foreground mt-1">{q.context}</div>
@@ -430,10 +449,11 @@ export function TaskLane({ questions, actions, sessionId, onSubmit, onClose, loa
                     <div className="flex items-center justify-between mb-2">
                       <span className="text-[10px] font-semibold uppercase tracking-wider text-muted-foreground">Combined script</span>
                       <button
-                        onClick={() => handleCopy(combinedScript)}
-                        className="flex items-center gap-1 text-[0.75rem] text-muted-foreground hover:text-heading"
+                        onClick={() => void handleCopy(combinedScript)}
+                        className="flex items-center gap-1 text-[0.75rem] text-muted-foreground hover:text-heading transition-colors"
                       >
-                        <Copy size={11} /> Copy
+                        {copiedKey === combinedScript ? <Check size={11} className="text-success" /> : <Copy size={11} />}
+                        {copiedKey === combinedScript ? 'Copied' : 'Copy'}
                       </button>
                     </div>
                     <pre className="text-[0.75rem] font-mono text-heading whitespace-pre-wrap overflow-x-auto">{combinedScript}</pre>
@@ -448,7 +468,7 @@ export function TaskLane({ questions, actions, sessionId, onSubmit, onClose, loa
 
               if (a.state === 'done') {
                 return (
-                  <div key={idx} className="rounded-lg border-l-[3px] border-l-success border border-success/25 bg-success-dim/30 p-3 mb-2 cursor-pointer hover:border-success/40 transition-colors" onClick={() => updateTask(idx, { state: 'active' })}>
+                  <div key={idx} id={`task-lane-card-${idx}`} className="rounded-lg border-l-[3px] border-l-success border border-success/25 bg-success-dim/30 p-3 mb-2 cursor-pointer hover:border-success/40 transition-colors" onClick={() => updateTask(idx, { state: 'active' })}>
                     <div className="flex items-center gap-1.5">
                       <Check size={12} className="text-success shrink-0" />
                       <span className="text-[0.8125rem] font-medium text-foreground flex-1">{a.label}</span>
@@ -459,7 +479,7 @@ export function TaskLane({ questions, actions, sessionId, onSubmit, onClose, loa
 
               if (a.state === 'skipped') {
                 return (
-                  <div key={idx} className="rounded-lg border border-default/50 bg-elevated/20 p-3 mb-2 opacity-60 cursor-pointer hover:opacity-80 hover:border-default transition-all" onClick={() => updateTask(idx, { state: 'pending' })} title="Click to restore">
+                  <div key={idx} id={`task-lane-card-${idx}`} className="rounded-lg border border-default/50 bg-elevated/20 p-3 mb-2 opacity-60 cursor-pointer hover:opacity-80 hover:border-default transition-all" onClick={() => updateTask(idx, { state: 'pending' })} title="Click to restore">
                     <div className="flex justify-between">
                       <div className="text-[0.8125rem] text-muted-foreground line-through">{a.label}</div>
                       <span className="text-[10px] font-semibold uppercase tracking-wider text-muted-foreground">Skipped</span>
@@ -469,7 +489,7 @@ export function TaskLane({ questions, actions, sessionId, onSubmit, onClose, loa
               }
 
               return (
-                <div key={idx} className="rounded-lg border border-default bg-card p-3 mb-2 hover:border-hover transition-colors">
+                <div key={idx} id={`task-lane-card-${idx}`} className="rounded-lg border border-default bg-card p-3 mb-2 hover:border-hover transition-colors">
                   <div className="text-[0.8125rem] font-medium text-heading">{a.label}</div>
                   {a.description && (
                     <div className="text-[0.6875rem] text-muted-foreground mt-0.5 leading-relaxed">{a.description}</div>
@@ -477,9 +497,16 @@ export function TaskLane({ questions, actions, sessionId, onSubmit, onClose, loa
 
                   {a.command && (
                     <div className="mt-2 flex items-center gap-2 rounded bg-code px-2.5 py-1.5">
-                      <code className="flex-1 text-[0.6875rem] font-mono text-heading truncate">{a.command}</code>
-                      <button onClick={() => handleCopy(a.command!)} className="shrink-0 text-muted-foreground hover:text-heading" title="Copy">
-                        <Copy size={11} />
+                      <code className="flex-1 text-[0.6875rem] font-mono text-heading whitespace-pre-wrap break-all">{a.command}</code>
+                      <button
+                        onClick={() => void handleCopy(a.command!)}
+                        className="shrink-0 text-muted-foreground hover:text-heading transition-colors p-0.5 rounded"
+                        title={copiedKey === a.command ? 'Copied!' : 'Copy command'}
+                      >
+                        {copiedKey === a.command
+                          ? <Check size={11} className="text-success" />
+                          : <Copy size={11} />
+                        }
                       </button>
                     </div>
                   )}

frontend/src/components/flowpilot/HandoffContextScreen.tsx

@@ -6,8 +6,10 @@ import {
   Clock,
   FileText,
   Hash,
+  Loader2,
   Sparkles,
   Target,
+  User,
   X,
 } from 'lucide-react'
 import type { HandoffResponse } from '@/types/branching'
@@ -35,12 +37,21 @@ type ConfidenceTier = 'low' | 'medium' | 'high' | string
 
 interface HandoffContextScreenProps {
   handoff: HandoffResponse
-  onStartHere: () => Promise<void> | void
+  // Pre-claim entry point: one of three choices is made before claiming.
+  // Post-claim re-open (dismissible=true) keeps the legacy onStartHere path.
+  onContinue?: () => Promise<void> | void
+  onAIAnalysis?: () => Promise<void> | void
+  onOwnThing?: () => Promise<void> | void
+  // Legacy single-CTA — used when dismissible=true (post-claim toolbar re-open)
+  onStartHere?: () => Promise<void> | void
   onDismiss?: () => void
   // When true, renders an "X" close affordance in the corner. Used when the
   // screen is re-opened from the FlowPilot toolbar (post-claim re-read).
   dismissible?: boolean
   isProcessing?: boolean
+  // Whether the task lane has items — drives the 3-option vs 2-option layout
+  hasTaskLane?: boolean
+  activeOptionKey?: 'continue' | 'ai' | 'own' | null
 }
 
 function ConfidenceBadge({ value }: { value: number | string | null | undefined }) {
@@ -76,10 +87,15 @@ function ConfidenceBadge({ value }: { value: number | string | null | undefined
 
 export function HandoffContextScreen({
   handoff,
+  onContinue,
+  onAIAnalysis,
+  onOwnThing,
   onStartHere,
   onDismiss,
   dismissible = false,
   isProcessing = false,
+  hasTaskLane = false,
+  activeOptionKey = null,
 }: HandoffContextScreenProps) {
   const startBtnRef = useRef<HTMLButtonElement>(null)
 
@@ -114,6 +130,7 @@ export function HandoffContextScreen({
 
   const assessment = handoff.ai_assessment_data
   const likelyCause = assessment?.likely_cause
+  const whatWeKnow = assessment?.what_we_know ?? []
   const suggestedSteps = assessment?.suggested_steps ?? []
   const assessmentConfidence = assessment?.confidence
   const assessmentText = handoff.ai_assessment
@@ -256,6 +273,21 @@ export function HandoffContextScreen({
                   <p className="text-sm text-foreground">{likelyCause}</p>
                 </div>
               )}
+              {whatWeKnow.length > 0 && (
+                <div>
+                  <p className="font-sans text-[0.625rem] uppercase tracking-wider text-muted-foreground mb-1.5">
+                    What we know
+                  </p>
+                  <ul className="space-y-1">
+                    {whatWeKnow.map((fact, i) => (
+                      <li key={i} className="text-sm text-foreground flex items-start gap-2">
+                        <span className="mt-1.5 h-1.5 w-1.5 shrink-0 rounded-full bg-muted-foreground/50" />
+                        <span>{fact}</span>
+                      </li>
+                    ))}
+                  </ul>
+                </div>
+              )}
               {assessmentText && !likelyCause && (
                 <p className="text-sm text-foreground whitespace-pre-wrap">
                   {assessmentText}
@@ -287,22 +319,92 @@ export function HandoffContextScreen({
         </section>
       </div>
 
-      {/* Start here CTA */}
-      {!dismissible && (
-        <div className="mt-6 flex flex-col-reverse gap-2 sm:flex-row sm:items-center sm:justify-between">
-          <p className="text-xs text-muted-foreground">
-            Picking up assigns this session to you and reactivates it.
-          </p>
+      {/* CTA footer */}
+      {dismissible ? (
+        // Post-claim re-open from toolbar — single close action
+        <div className="mt-6 flex justify-end">
           <button
-            ref={startBtnRef}
-            onClick={() => void onStartHere()}
-            disabled={isProcessing}
-            className="flex items-center justify-center gap-2 rounded-lg bg-accent px-5 py-3 min-h-[44px] text-sm font-semibold text-white hover:brightness-110 active:scale-[0.98] disabled:opacity-50 disabled:pointer-events-none transition-all"
+            onClick={() => onDismiss?.()}
+            className="px-4 py-2 rounded-lg text-sm text-muted-foreground hover:text-foreground bg-input border border-border hover:border-border-hover transition-all"
           >
-            <ArrowRight size={14} />
-            {isProcessing ? 'Picking up…' : 'Start here'}
+            Close
           </button>
         </div>
+      ) : (
+        // Pre-claim: 3 options (task lane exists) or 2 options (empty lane)
+        <div className="mt-6 space-y-2">
+          <p className="text-xs text-muted-foreground mb-3">
+            How would you like to approach this session?
+          </p>
+
+          {/* Continue — only when task lane has items */}
+          {hasTaskLane && onContinue && (
+            <button
+              ref={startBtnRef}
+              onClick={() => void onContinue()}
+              disabled={isProcessing}
+              className={cn(
+                'w-full flex items-center gap-3 rounded-lg px-4 py-3 min-h-[52px] text-sm font-semibold transition-all',
+                'bg-accent text-white hover:brightness-110 active:scale-[0.98] disabled:opacity-50 disabled:pointer-events-none',
+              )}
+            >
+              {activeOptionKey === 'continue' ? (
+                <Loader2 size={16} className="shrink-0 animate-spin" />
+              ) : (
+                <ArrowRight size={16} className="shrink-0" />
+              )}
+              <span className="flex-1 text-left">
+                Continue where{' '}
+                <span className="font-bold">
+                  {handoff.handed_off_by_name ?? 'the original engineer'}
+                </span>{' '}
+                left off
+              </span>
+            </button>
+          )}
+
+          {/* AI analysis */}
+          {onAIAnalysis && (
+            <button
+              ref={!hasTaskLane ? startBtnRef : undefined}
+              onClick={() => void onAIAnalysis()}
+              disabled={isProcessing}
+              className={cn(
+                'w-full flex items-center gap-3 rounded-lg border px-4 py-3 min-h-[52px] text-sm font-semibold transition-all disabled:opacity-50 disabled:pointer-events-none',
+                hasTaskLane
+                  ? 'border-border bg-card text-foreground hover:bg-elevated hover:border-border-hover active:scale-[0.98]'
+                  : 'bg-accent text-white border-transparent hover:brightness-110 active:scale-[0.98]',
+              )}
+            >
+              {activeOptionKey === 'ai' ? (
+                <Loader2 size={16} className="shrink-0 animate-spin" />
+              ) : (
+                <Sparkles size={16} className="shrink-0" />
+              )}
+              <span className="flex-1 text-left">Get AI analysis</span>
+              <span className="text-xs font-normal opacity-70">
+                {hasTaskLane ? 'Fresh take on what\'s been tried' : 'Generate diagnostic steps'}
+              </span>
+            </button>
+          )}
+
+          {/* Own approach */}
+          {onOwnThing && (
+            <button
+              onClick={() => void onOwnThing()}
+              disabled={isProcessing}
+              className="w-full flex items-center gap-3 rounded-lg border border-border bg-card px-4 py-3 min-h-[52px] text-sm text-foreground hover:bg-elevated hover:border-border-hover active:scale-[0.98] disabled:opacity-50 disabled:pointer-events-none transition-all"
+            >
+              {activeOptionKey === 'own' ? (
+                <Loader2 size={16} className="shrink-0 animate-spin text-muted-foreground" />
+              ) : (
+                <User size={16} className="shrink-0 text-muted-foreground" />
+              )}
+              <span className="flex-1 text-left">I&apos;ll take it from here</span>
+              <span className="text-xs text-muted-foreground">I know what to try</span>
+            </button>
+          )}
+        </div>
       )}
     </div>
   )

frontend/src/pages/AssistantChatPage.tsx

@@ -5,7 +5,7 @@ import { handoffsApi } from '@/api/handoffs'
 import { timeAgo } from '@/lib/timeAgo'
 import type { HandoffResponse } from '@/types/branching'
 import { HandoffContextScreen } from '@/components/flowpilot/HandoffContextScreen'
-import { Sparkles, Send, Loader2, MessageSquare, Paperclip, Terminal, X, RotateCcw, ImagePlus, ListChecks, FileText, CheckCircle2, ArrowUpRight, MoreHorizontal, Pause, Plus } from 'lucide-react'
+import { Sparkles, Send, Loader2, MessageSquare, Paperclip, Terminal, X, RotateCcw, ImagePlus, ListChecks, FileText, CheckCircle2, ArrowUpRight, ArrowRight, MoreHorizontal, Pause, Plus, Copy, Check } from 'lucide-react'
 import { cn } from '@/lib/utils'
 import { uploadsApi } from '@/api/uploads'
 import type { PendingUpload } from '@/types/upload'
@@ -83,12 +83,15 @@ export default function AssistantChatPage() {
   const [overlayHandoff, setOverlayHandoff] = useState<HandoffResponse | null>(null)
   const [overlayLoading, setOverlayLoading] = useState(false)
   const [claiming, setClaiming] = useState(false)
+  const [activeOptionKey, setActiveOptionKey] = useState<'continue' | 'ai' | 'own' | null>(null)
   // Codex correction (locked design): once the magic-moment dissolves, the
   // AI's `suggested_steps[]` should still be reachable as chips below the
   // composer. Click prefills the input; first send hides the strip; explicit
   // X also hides. Per-session lifetime — a refresh wipes the state, which is
   // fine because the senior can re-open the Context overlay.
   const [chipsHidden, setChipsHidden] = useState(false)
+  const [selectedChipCardIdx, setSelectedChipCardIdx] = useState<number | null>(null)
+  const [copiedChipCmd, setCopiedChipCmd] = useState(false)
   const [chats, setChats] = useState<ChatListItem[]>([])
   const [activeChatId, setActiveChatId] = useState<string | null>(() => {
     if (urlSessionId) return urlSessionId
@@ -374,6 +377,65 @@ export default function AssistantChatPage() {
     }
   }, [urlSessionId, magicHandoff, setSearchParams])
 
+  const handleContinue = useCallback(async () => {
+    if (!urlSessionId || !magicHandoff) return
+    setActiveOptionKey('continue')
+    try {
+      await handoffsApi.claimHandoff(urlSessionId, magicHandoff.id)
+      setSearchParams({})
+      setMagicState('dismissed')
+      void loadChats()
+    } catch (e: unknown) {
+      if (axios.isAxiosError(e) && e.response?.status === 409) {
+        const detail = e.response.data?.detail as
+          | { error?: string; claimed_by_name?: string; claimed_at?: string }
+          | undefined
+        if (detail?.error === 'already_claimed') {
+          const name = detail.claimed_by_name || 'another engineer'
+          const when = detail.claimed_at ? timeAgo(detail.claimed_at) : 'just now'
+          toast.info(`Already claimed by ${name} ${when}.`)
+          setSearchParams({})
+          setMagicState('dismissed')
+          return
+        }
+      }
+      const message = e instanceof Error ? e.message : 'Failed to pick up session'
+      toast.error(message)
+    } finally {
+      setActiveOptionKey(null)
+    }
+  }, [urlSessionId, magicHandoff, setSearchParams])
+
+  const handleOwnThing = useCallback(async () => {
+    if (!urlSessionId || !magicHandoff) return
+    setActiveOptionKey('own')
+    try {
+      await handoffsApi.claimHandoff(urlSessionId, magicHandoff.id)
+      setSearchParams({})
+      setMagicState('dismissed')
+      void loadChats()
+      setTimeout(() => inputRef.current?.focus(), 300)
+    } catch (e: unknown) {
+      if (axios.isAxiosError(e) && e.response?.status === 409) {
+        const detail = e.response.data?.detail as
+          | { error?: string; claimed_by_name?: string; claimed_at?: string }
+          | undefined
+        if (detail?.error === 'already_claimed') {
+          const name = detail.claimed_by_name || 'another engineer'
+          const when = detail.claimed_at ? timeAgo(detail.claimed_at) : 'just now'
+          toast.info(`Already claimed by ${name} ${when}.`)
+          setSearchParams({})
+          setMagicState('dismissed')
+          return
+        }
+      }
+      const message = e instanceof Error ? e.message : 'Failed to pick up session'
+      toast.error(message)
+    } finally {
+      setActiveOptionKey(null)
+    }
+  }, [urlSessionId, magicHandoff, setSearchParams])
+
   const openHandoffContextOverlay = useCallback(async () => {
     if (!activeChatId) return
     if (magicHandoff) {
@@ -1129,6 +1191,90 @@ export default function AssistantChatPage() {
     }
   }, [refreshSessionDerived])
 
+  const handleAIAnalysis = useCallback(async () => {
+    if (!urlSessionId || !magicHandoff) return
+    setActiveOptionKey('ai')
+    const sentForChatId = urlSessionId
+    try {
+      await handoffsApi.claimHandoff(urlSessionId, magicHandoff.id)
+      loadedChatIdsRef.current.add(urlSessionId)
+      setSearchParams({})
+      setMagicState('dismissed')
+      void loadChats()
+      await selectChat(urlSessionId)
+      if (currentChatRef.current !== sentForChatId) return
+
+      const assessment = magicHandoff.ai_assessment_data
+      const snapshot = magicHandoff.snapshot as Record<string, unknown>
+      const problemSummary = (snapshot.problem_summary as string) || 'Untitled session'
+      const stepCount = (snapshot.step_count as number) ?? 0
+      const lines: string[] = [
+        `I just picked up this escalated session. Here's what's known so far:`,
+        ``,
+        `**Problem:** ${problemSummary}`,
+      ]
+      if (assessment?.likely_cause) {
+        lines.push(`**Likely cause:** ${assessment.likely_cause}`)
+      }
+      if (assessment?.what_we_know && assessment.what_we_know.length > 0) {
+        lines.push(`**What we know:**`)
+        assessment.what_we_know.forEach(fact => lines.push(`- ${fact}`))
+      }
+      if (stepCount > 0) {
+        lines.push(`**Steps on record:** ${stepCount} diagnostic steps.`)
+      }
+      if (magicHandoff.engineer_notes) {
+        lines.push(`**Engineer notes:** ${magicHandoff.engineer_notes}`)
+      }
+      lines.push(``, `Please analyze this and give me fresh diagnostic steps to try.`)
+      const briefing = lines.join('\n')
+
+      setMessages(prev => [...prev, { role: 'user', content: briefing }])
+      setLoading(true)
+      const response = await aiSessionsApi.sendChatMessage(urlSessionId, { message: briefing })
+      if (currentChatRef.current !== sentForChatId) return
+      setMessages(prev => [
+        ...prev,
+        {
+          role: 'assistant',
+          content: response.content,
+          suggestedFlows: response.suggested_flows,
+          fork: response.fork,
+          actions: response.actions,
+          questions: response.questions,
+        },
+      ])
+      const hasQuestions = response.questions && response.questions.length > 0
+      const hasActions = response.actions && response.actions.length > 0
+      if (hasQuestions || hasActions) {
+        clearTaskState(urlSessionId)
+        setActiveQuestions(response.questions || [])
+        setActiveActions(response.actions || [])
+        setShowTaskLane(true)
+        setTaskLaneOwnerChatId(urlSessionId)
+      }
+    } catch (e: unknown) {
+      if (axios.isAxiosError(e) && e.response?.status === 409) {
+        const detail = e.response.data?.detail as
+          | { error?: string; claimed_by_name?: string; claimed_at?: string }
+          | undefined
+        if (detail?.error === 'already_claimed') {
+          const name = detail.claimed_by_name || 'another engineer'
+          const when = detail.claimed_at ? timeAgo(detail.claimed_at) : 'just now'
+          toast.info(`Already claimed by ${name} ${when}.`)
+          setSearchParams({})
+          setMagicState('dismissed')
+          return
+        }
+      }
+      const message = e instanceof Error ? e.message : 'Failed to start AI analysis'
+      toast.error(message)
+    } finally {
+      setActiveOptionKey(null)
+      setLoading(false)
+    }
+  }, [urlSessionId, magicHandoff, setSearchParams, selectChat])
+
   const handleNewChat = async () => {
     // Invalidate currentChatRef BEFORE the await so any in-flight handleSend/handleTaskSubmit
     // for the previous session sees a mismatch and bails — prevents stale task lane appearing
@@ -1546,8 +1692,12 @@ export default function AssistantChatPage() {
         <div className="h-[calc(100vh-3.5rem)] overflow-y-auto p-4 sm:p-8">
           <HandoffContextScreen
             handoff={magicHandoff}
-            onStartHere={handleStartHere}
-            isProcessing={claiming}
+            onContinue={handleContinue}
+            onAIAnalysis={handleAIAnalysis}
+            onOwnThing={handleOwnThing}
+            isProcessing={activeOptionKey !== null}
+            hasTaskLane={activeActions.length > 0 || activeQuestions.length > 0}
+            activeOptionKey={activeOptionKey}
           />
         </div>
       </>
@@ -1888,46 +2038,142 @@ export default function AssistantChatPage() {
               />
             )}
 
-            {/* Suggested-step chips (Codex correction, locked design):
-                visible after the magic-moment dissolves (post-claim) so the
-                senior can pull the AI's suggested next steps into the
-                composer with one click. Hides on first send or explicit X. */}
+            {/* Task-lane shortcut chips: visible after the magic-moment
+                dissolves when the task lane has loaded items. Each card
+                links directly to the corresponding diagnostic card in the
+                task lane — clicking opens the lane (if closed) and scrolls
+                to that card. Sourced from actual task lane items, not the
+                AI's free-text suggested_steps, so the card the user lands
+                on has full detail (description, command, etc.). */}
             {!chipsHidden &&
-              magicHandoff?.ai_assessment_data?.suggested_steps &&
-              magicHandoff.ai_assessment_data.suggested_steps.length > 0 &&
-              magicState === 'dismissed' && (
-                <div className="px-3 sm:px-6 pt-2 shrink-0">
-                  <div className="max-w-3xl mx-auto flex items-start gap-2">
-                    <p className="font-sans text-[0.625rem] uppercase tracking-wider text-muted-foreground pt-1.5 shrink-0">
-                      Suggested
-                    </p>
-                    <div className="flex flex-wrap gap-1.5 flex-1 min-w-0">
-                      {magicHandoff.ai_assessment_data.suggested_steps.map((step, i) => (
+              (activeActions.length > 0 || activeQuestions.length > 0) &&
+              magicState === 'dismissed' && (() => {
+                const chipItems = [
+                  ...activeActions.slice(0, 4).map((a, ai) => ({
+                    label: a.label,
+                    cardIdx: activeQuestions.length + ai,
+                    description: a.description,
+                    command: a.command ?? null,
+                    type: 'action' as const,
+                  })),
+                  ...activeQuestions.slice(0, Math.max(0, 4 - Math.min(activeActions.length, 4))).map((q, qi) => ({
+                    label: q.text,
+                    cardIdx: qi,
+                    description: q.context ?? null,
+                    command: null,
+                    type: 'question' as const,
+                  })),
+                ]
+                const selectedChip = chipItems.find(c => c.cardIdx === selectedChipCardIdx) ?? null
+                return (
+                  <div className="px-3 sm:px-6 pt-2 pb-0.5 shrink-0">
+                    <div className="max-w-3xl mx-auto">
+                      <div className="flex items-center gap-2 mb-1.5">
+                        <p className="font-sans text-[0.625rem] uppercase tracking-wider text-muted-foreground">
+                          Suggested checks
+                        </p>
                         <button
-                          key={i}
                           type="button"
-                          onClick={() => {
-                            setInput(step)
-                            inputRef.current?.focus()
-                          }}
-                          className="rounded-full border border-default bg-elevated px-3 py-1 text-xs text-foreground hover:bg-accent-dim hover:text-accent-text hover:border-accent/30 transition-colors text-left max-w-full truncate"
-                          title={step}
+                          onClick={() => { setChipsHidden(true); setSelectedChipCardIdx(null) }}
+                          aria-label="Hide suggestions"
+                          className="p-0.5 rounded text-muted-foreground hover:text-foreground hover:bg-elevated transition-colors"
                         >
-                          {step}
+                          <X size={11} />
                         </button>
-                      ))}
+                      </div>
+
+                      {/* Inline detail card — shown when a chip is selected */}
+                      {selectedChip && (
+                        <div className="mb-2 rounded-lg border border-default bg-card p-3 animate-fade-in">
+                          <div className="flex items-start justify-between gap-2 mb-1.5">
+                            <span className="text-[0.8125rem] font-medium text-heading leading-snug">{selectedChip.label}</span>
+                            <button
+                              onClick={() => setSelectedChipCardIdx(null)}
+                              className="shrink-0 p-0.5 rounded text-muted-foreground hover:text-foreground transition-colors"
+                              aria-label="Close detail"
+                            >
+                              <X size={12} />
+                            </button>
+                          </div>
+                          {selectedChip.description && (
+                            <p className="text-[0.6875rem] text-muted-foreground mb-2 leading-relaxed">{selectedChip.description}</p>
+                          )}
+                          {selectedChip.command && (
+                            <div className="rounded-md bg-code border border-default/50 px-3 py-2 flex items-start gap-2 mb-2.5">
+                              <code className="flex-1 text-[0.75rem] font-mono text-heading whitespace-pre-wrap break-all leading-relaxed">{selectedChip.command}</code>
+                              <button
+                                onClick={async () => {
+                                  try {
+                                    await navigator.clipboard.writeText(selectedChip.command!)
+                                  } catch {
+                                    try {
+                                      const el = document.createElement('textarea')
+                                      el.value = selectedChip.command!
+                                      el.style.cssText = 'position:fixed;opacity:0;pointer-events:none'
+                                      document.body.appendChild(el)
+                                      el.select()
+                                      document.execCommand('copy')
+                                      document.body.removeChild(el)
+                                    } catch { return }
+                                  }
+                                  setCopiedChipCmd(true)
+                                  setTimeout(() => setCopiedChipCmd(false), 1500)
+                                }}
+                                className="shrink-0 p-1 rounded text-muted-foreground hover:text-heading hover:bg-elevated transition-colors mt-0.5"
+                                title={copiedChipCmd ? 'Copied!' : 'Copy command'}
+                              >
+                                {copiedChipCmd
+                                  ? <Check size={13} className="text-success" />
+                                  : <Copy size={13} />
+                                }
+                              </button>
+                            </div>
+                          )}
+                          <button
+                            onClick={() => {
+                              setSelectedChipCardIdx(null)
+                              if (!showTaskLane) setShowTaskLane(true)
+                              const el = document.getElementById(`task-lane-card-${selectedChip.cardIdx}`)
+                              if (el) {
+                                setTimeout(() => el.scrollIntoView({ behavior: 'smooth', block: 'nearest' }), showTaskLane ? 0 : 200)
+                              }
+                            }}
+                            className="flex items-center gap-1 text-[0.75rem] font-medium text-accent-text hover:text-accent transition-colors"
+                          >
+                            <ArrowRight size={11} />
+                            Open in Tasks panel
+                          </button>
+                        </div>
+                      )}
+
+                      <div className="flex gap-2 overflow-x-auto pb-1" style={{ scrollbarWidth: 'none' }}>
+                        {chipItems.map((item) => {
+                          const isSelected = item.cardIdx === selectedChipCardIdx
+                          return (
+                            <button
+                              key={item.cardIdx}
+                              type="button"
+                              onClick={() => {
+                                setCopiedChipCmd(false)
+                                setSelectedChipCardIdx(isSelected ? null : item.cardIdx)
+                              }}
+                              className={cn(
+                                'flex items-start gap-2 rounded-lg border px-3 py-2.5 text-left transition-colors shrink-0 w-[172px]',
+                                isSelected
+                                  ? 'border-accent/50 bg-accent-dim'
+                                  : 'border-default bg-card hover:bg-accent-dim hover:border-accent/30',
+                              )}
+                            >
+                              <ArrowRight size={12} className="text-accent-text shrink-0 mt-0.5" />
+                              <span className="text-xs text-foreground line-clamp-2 leading-snug">{item.label}</span>
+                            </button>
+                          )
+                        })}
+                      </div>
                     </div>
-                    <button
-                      type="button"
-                      onClick={() => setChipsHidden(true)}
-                      aria-label="Hide suggestions"
-                      className="p-1 rounded text-muted-foreground hover:text-foreground hover:bg-elevated transition-colors shrink-0"
-                    >
-                      <X size={12} />
-                    </button>
                   </div>
-                </div>
-              )}
+                )
+              })()}
 
             {/* Rich Input */}
             <div className="px-3 sm:px-6 py-3 shrink-0">
@@ -2284,7 +2530,13 @@ export default function AssistantChatPage() {
       {/* Conclude Session Modal */}
       <ConcludeSessionModal
         isOpen={showConclude}
-        onClose={() => setShowConclude(false)}
+        onClose={() => {
+          setShowConclude(false)
+          if (activeSessionStatus === 'escalated') {
+            toast.info('Session escalated. Heading back to your dashboard.')
+            navigate('/')
+          }
+        }}
         onConclude={handleConclude}
         onResumeNew={handleResumeNew}
         chatTitle={chats.find(c => c.id === activeChatId)?.title ?? 'Chat'}
@@ -2347,7 +2599,6 @@ export default function AssistantChatPage() {
         >
           <HandoffContextScreen
             handoff={overlayHandoff}
-            onStartHere={() => {}}
             onDismiss={() => setOverlayHandoff(null)}
             dismissible
           />

frontend/src/types/branching.ts

@@ -86,14 +86,17 @@ export interface HandoffResponse {
   id: string
   session_id: string
   handed_off_by: string
+  handed_off_by_name: string | null
   intent: 'park' | 'escalate'
   source_branch_id: string | null
   snapshot: Record<string, unknown>
   ai_assessment: string | null
   ai_assessment_data: {
+    summary_prose?: string
+    what_we_know?: string[]
     likely_cause: string
     suggested_steps: string[]
-    confidence: number
+    confidence: string
   } | null
   artifacts: Array<{
     name: string