resolutionflow/.ai/HANDOFF.md

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.