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resolutionflow/docs/plans/2026-03-11-session-closure-design.md
Michael Chihlas 416bb230e3 feat: close sessions from history page with inline popover
Add ability to close active sessions directly from the Session History
page via an inline popover with outcome selection and optional notes.
Adds two new outcomes: cancelled and resolved_externally.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 01:59:12 -04:00

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# Session Closure from History Page — Design
> **Date:** 2026-03-11
## Problem
Active sessions on the Session History page only have "View Details" and "Resume" buttons. Engineers have no way to close out sessions that were abandoned, resolved externally, or otherwise no longer needed — without resuming the entire flow.
## Design Decisions
- **Outcome model:** Hybrid — reuse existing 4 outcomes (resolved, escalated, workaround, unresolved) + add 2 early-closure outcomes (cancelled, resolved_externally)
- **UX:** Inline popover anchored to a "Close" button on the session card — no modal, no slide panel
- **Scope:** Active sessions only (started but not completed). No bulk close. No AI summary generation.
- **Backend:** No new endpoints or migrations. Expand `SessionOutcome` literal type; existing `POST /sessions/{id}/complete` handles everything.
## Data Model
No new columns. Expand `SessionOutcome` in `backend/app/schemas/session.py`:
```python
SessionOutcome = Literal["resolved", "escalated", "workaround", "unresolved", "cancelled", "resolved_externally"]
```
`VARCHAR(20)` on `session.outcome` fits both new values (max 19 chars for `resolved_externally`).
## UI
### Close Button
Appears on active session cards (`started_at` is set, `completed_at` is null), between "View Details" and "Resume":
```
[View Details] [Close] [Resume]
```
Secondary button styling (border, muted text). Not shown on prepared or completed sessions.
### Close Popover
Anchored below the "Close" button:
- **Outcome selector:** `<select>` with 6 options — Resolved, Escalated, Workaround, Unresolved, Cancelled, Resolved Externally
- **Notes:** Optional textarea (2 rows)
- **Confirm:** `bg-gradient-brand`, disabled until outcome selected
- **Cancel / click outside:** Closes popover
- Glass card styling (`glass-card-static` pattern)
On confirm: calls `POST /sessions/{id}/complete` with `{ outcome, outcome_notes }`, updates local state, shows toast.
## Implementation Scope
### Backend (2 files)
1. `backend/app/schemas/session.py` — add new outcome values to `SessionOutcome`
2. Update frontend outcome type to match
### Frontend (2-3 files)
1. `frontend/src/types/` — update `SessionOutcome` TypeScript type
2. `frontend/src/pages/SessionHistoryPage.tsx` — add Close button, popover, outcome label formatting for new values
No new components, endpoints, or migrations.