# HANDOFF.md **Last updated:** 2026-04-29 (session 2) **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 Full escalation flow is working end-to-end. **Both major blockers resolved this session:** 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`. **Confirmed working (TypeScript clean, 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) ## Resume point — DO THIS NEXT **Browser QA pass** on the new 3-option flow: 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. ## Key files changed this session - `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 ## Watch-outs - 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.