Files
resolutionflow/.ai/HANDOFF.md
Michael Chihlas f601a0db58 docs(ai): QA complete — escalation mode wedge browser-verified
All paths pass. One critical fix: chat endpoint now allows escalated_to_id
as a valid sender so the senior can run AI analysis on claimed sessions.
PR #155 ready for review.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-30 00:26:18 -04:00

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3.7 KiB
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<!-- Keep under ~2K tokens. Old handoffs live in SESSION_LOG.md. Do not let this file accumulate history. -->
# 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.