# HANDOFF.md **Last updated:** 2026-04-29 04:30 EDT **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. ## Where the previous session ended Live QA bash on the wedge demo. Branch state: 4 commits added this session (`0f00ee5`, `665530f`, `b7d7ff0`, `0d1b305`). **Confirmed working in browser:** - 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 # **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). ## 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: 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. **Implementation order (suggested):** 1 → 4 (so the magic moment shows the new fields) → 2 → 3 (cleanup) → tests. **Watch-outs:** - 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. ## Useful breadcrumbs - 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). - 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.