# HANDOFF.md **Last updated:** 2026-04-30 (session 3 — QA pass) **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 Browser QA pass completed. One critical bug found and fixed during QA. **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. **All QA checks passed (17/17 backend tests pass):** - 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 **Ship:** Mark PR #155 ready-for-review and demo to stakeholder. No engineering work remaining. Optional before shipping: - Record Loom demo walking through the escalation flow end-to-end ## 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.