diff --git a/.ai/HANDOFF.md b/.ai/HANDOFF.md index ff00e691..4551d3b6 100644 --- a/.ai/HANDOFF.md +++ b/.ai/HANDOFF.md @@ -2,41 +2,37 @@ # HANDOFF.md -**Last updated:** 2026-04-29 (session 2) +**Last updated:** 2026-04-30 (session 3 — QA pass) -**Active task:** **Escalation Mode** wedge — AI generation consolidation + magic-moment 3-option CTA. Branch: `feat/escalation-metric-endpoint`. Draft PR #155 open. +**Active task:** **Escalation Mode** wedge — BROWSER QA COMPLETE. Branch: `feat/escalation-metric-endpoint`. PR #155 ready to mark ready-for-review. ## Where the previous session ended -Full escalation flow is working end-to-end. **Both major blockers resolved this session:** +Browser QA pass completed. One critical bug found and fixed during QA. -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`. +**Bug found + fixed (commit dc69c9d):** +- `POST /ai-sessions/{id}/chat → 400` when senior clicks "Get AI analysis" — `send_chat_message` checked `session.user_id == user_id` but the senior is `escalated_to_id`, not `user_id`. Fixed by adding `OR escalated_to_id == user_id` in the WHERE clause. -**Confirmed working (TypeScript clean, 17/17 backend tests pass):** +**All QA checks passed (17/17 backend tests pass):** -- `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) +- Post-escalation redirect: junior gets "Session escalated. Heading back to your dashboard." toast + navigates to `/` +- Magic-moment screen: header, metadata, two-column AI assessment, 2-option CTA (no task lane) all render correctly +- "I'll take it from here": claim → dismiss → chat surface → composer focused ✅ +- "Get AI analysis": claim → briefing sent → AI responds → task lane populates ✅ (fixed) +- Task lane copy button: toast + checkmark visual feedback ✅ +- Chip expansion: inline detail card + "Open in Tasks panel" scroll ✅ +- Post-claim overlay: "Context" toolbar button → dismissible mode → only Close button ✅ + +**Not testable in dev (known limitations):** +- "Continue where X left off": requires senior to have existing task lane for session (won't occur on first pickup) +- 409 race condition: requires two distinct senior accounts; backend logic reviewed and correct ## Resume point — DO THIS NEXT -**Browser QA pass** on the new 3-option flow: +**Ship:** Mark PR #155 ready-for-review and demo to stakeholder. No engineering work remaining. -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). - -**Then ship:** mark PR #155 ready-for-review, demo to stakeholder. +Optional before shipping: +- Record Loom demo walking through the escalation flow end-to-end ## Key files changed this session