resolutionflow/.ai/HANDOFF.md

HANDOFF.md

Last updated: 2026-04-30 (Codex review-fix pass)

Active task: Escalation Mode wedge — BROWSER QA COMPLETE + review fixes applied. Branch: feat/escalation-metric-endpoint. PR #155 ready to mark ready-for-review after committing this fix pass.

Where this session ended

Code-review fixes were applied after browser QA:

• claim_session now uses atomic conditional UPDATE ... WHERE claimed_by IS NULL instead of read-then-write, so simultaneous senior pickup cannot silently overwrite claimed_by.
• Original escalators cannot claim their own handoff. The escalation queue also excludes the current user's own escalated sessions, preventing the post-escalation dashboard from showing the junior their own handoff.
• session.escalation_package["handoff_id"] is now populated from a preassigned UUID instead of None before flush.
• Frontend build blockers removed: deleted unused legacy claiming / handleStartHere path in AssistantChatPage and unused onStartHere destructuring in HandoffContextScreen.

Validation:

• git diff --check ✅
• cd backend && pytest --override-ini='addopts=' tests/test_handoff_manager.py tests/test_session_handoffs_api.py tests/test_escalation_bus.py ✅ 28 passed in 42.23s
• cd frontend && /config/.bun/bin/bunx tsc -p tsconfig.app.json --noEmit --pretty false && /config/.bun/bin/bunx tsc -p tsconfig.node.json --noEmit --pretty false ✅
• Full frontend build could not complete because generated dirs are root-owned in this workspace: frontend/node_modules/.tmp, frontend/node_modules/.vite-temp, and likely frontend/dist produce EACCES. Type errors from review are fixed.

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)
• Browser-level 409 race toast still requires two distinct senior accounts. Backend claim write is now atomic and covered by service/API tests for conflict, self-claim, and idempotent same-user retry.

Resume point — DO THIS NEXT

Ship: Commit this review-fix pass, then mark PR #155 ready-for-review and demo to stakeholder.

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/api/endpoints/ai_sessions.py — escalation queue excludes the current user's own escalations
• backend/app/api/endpoints/session_handoffs.py — self-claim returns 403
• 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
• backend/tests/test_handoff_manager.py, backend/tests/test_session_handoffs_api.py — regression coverage for atomic/idempotent claim, self-claim rejection, queue self-exclusion, and pre-flush handoff ID

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.
• Legacy claiming / handleStartHere on AssistantChatPage was removed; activeOptionKey !== null is the active pre-claim processing signal.
• The bus is acceptable for v1 pilot scale only (Railway single-replica). Redis pub/sub is the swap when horizontal scaling appears.