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Michael Chihlas b7d7ff06d2
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docs(ai): refresh handoff for compute swap
- HANDOFF: rewritten resume point. First action on resume is `git push`
  (commits 0f00ee5 and 665530f are local-only). Visual QA + bug bash is
  the active work; 4 plan-locked items + the structural task-lane fix
  all need real-browser verification.
- CURRENT_TASK: add 0f00ee5 and 665530f to the commit table; reframe
  "Just shipped" as a per-commit summary; flag the task-lane fix as
  needing visual confirmation.
- SESSION_LOG: chronological entry for this session with full detail
  (audit, four polish items, race-condition wiring, structural
  task-lane fix, test status, files touched).
- DECISIONS: new entry "Tag the task-lane state with an owner chatId"
  documenting the structural pattern, what was rejected, and the
  forward implication that future task-lane state slices follow the
  same owner-tagging pattern.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-28 08:21:23 -04:00

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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:** 2026-04-28 02:00 EDT
**Active task:** **Escalation Mode** wedge build. Full status in [`CURRENT_TASK.md`](CURRENT_TASK.md); this file is the resume point.
**Branch:** `feat/escalation-metric-endpoint`. Local tip is `665530f`. **Remote (origin) is at `8914391`** — the last two commits (`0f00ee5`, `665530f`) are local-only because the user is swapping computers and asked for the docs/handoff first. **Push needed on next session before continuing work.** Draft PR #155 is open against `main`.
## What this session did
Two commits, both untested in a real browser:
1. **`0f00ee5` feat(escalations): close out plan-locked wedge polish.** Four items from the design-plan audit ([`docs/plans/2026-04-27-escalation-mode-wedge-design.md`](../docs/plans/2026-04-27-escalation-mode-wedge-design.md)):
- **Live AI assessment refresh** — frontend listener for the `handoff_assessment_ready` SSE event, refetches the handoff and updates `magicHandoff` / `overlayHandoff` in place. Closes the async-assessment loop from `e8ba74e`.
- **Suggested-step chips** below the composer in `AssistantChatPage` — surfaces `ai_assessment_data.suggested_steps[]` post-claim, click prefills the input, hides on first send or explicit X.
- **Unread 6px dot** on `EscalationQueue` cards — localStorage-persisted seen set (`rf-escalation-seen`), clears on open OR claim (NOT hover; Codex correction).
- **Race-condition toast on claim conflict** — new `HandoffAlreadyClaimedError` exception, endpoint returns 409 with structured `{claimed_by_id, claimed_by_name, claimed_at}`, frontend shows `"Already claimed by {name} {time_ago}."` and bounces the loser back to the queue. Backed by 2 new tests; full handoff/escalation suite (34 tests) green.
2. **`665530f` fix(assistant-chat): tag task-lane state with owner chatId.** Structural fix for the recurring "new session shows previous session's task lane" bug. The earlier fix `8914391` only covered the mount-time entry path; this change makes stale data structurally unable to display by adding `taskLaneOwnerChatId` state and a render gate `taskLaneOwnerChatId === activeChatId` ANDed into all three render conditions. Persistence effect now writes ownership chatId, not active chatId — that was the original write-side bug. See [`DECISIONS.md`](DECISIONS.md) for the architecture write-up.
Verified: `tsc -b` clean after both. Backend handoff/escalation suite (34 tests) green. **Not verified:** anything in a real browser. The user explicitly asked for a debugging session after implementation — that's the next thing.
## Resume point
1. **First action: `git push` the two local commits.** `0f00ee5` and `665530f` are local-only.
2. **Visual QA + bug bash.** End-to-end demo flow:
- Junior escalates → senior gets bell-icon notification → click → magic-moment screen with **placeholder AI assessment** (because it's now async/background) → assessment populates **in place** within ~515s without manual reopen → Start here → chat surface loads with **suggested-step chips** above the composer → click a chip prefills input.
- On `/escalations`: backgrounded tab gets `(N)` title prefix when an arrival fires; new card has **6px accent dot** top-right; clicking the card body OR Pick Up clears the dot (verify it persists across refresh, doesn't clear on hover).
- Race condition: claim the same handoff from two browsers; loser sees toast `"Already claimed by {name} {time_ago}."` and bounces.
- **Task-lane regression check:** create a new session via dashboard prefill / pickup / "New Chat" — the lane must NOT flash the previous session's questions/actions. The user previously reported this happening repeatedly; the fix in `665530f` should kill it. If it still happens, that's the next debug target.
3. **Deferred follow-ups in `CURRENT_TASK.md`:** snapshot expansion, owner-facing `/analytics/escalations` page, Playwright e2e for the GTM Loom demo path, eventual cleanup of `flowpilot_engine.escalate_session` and the dead `FlowPilotSessionPage.tsx` magic-moment branch.
## Useful breadcrumbs
- SSE endpoint: [`backend/app/api/endpoints/session_handoffs.py`](../backend/app/api/endpoints/session_handoffs.py) — `stream_escalations`.
- Pub/sub bus: [`backend/app/core/escalation_bus.py`](../backend/app/core/escalation_bus.py).
- Frontend SSE consumer: [`frontend/src/api/aiSessions.ts`](../frontend/src/api/aiSessions.ts) → `streamEscalations` (now dispatches `handoff_created` AND `handoff_assessment_ready`).
- Live-arrival queue UI: [`frontend/src/components/flowpilot/EscalationQueue.tsx`](../frontend/src/components/flowpilot/EscalationQueue.tsx).
- Magic-moment screen: [`frontend/src/components/flowpilot/HandoffContextScreen.tsx`](../frontend/src/components/flowpilot/HandoffContextScreen.tsx).
- Pickup integration + magic state machine + suggested-step chips + assessment-ready subscription + claim 409 handling + task-lane owner tagging: [`frontend/src/pages/AssistantChatPage.tsx`](../frontend/src/pages/AssistantChatPage.tsx).
- Claim conflict exception: [`backend/app/services/handoff_manager.py`](../backend/app/services/handoff_manager.py) — `HandoffAlreadyClaimedError`, `claim_session`, `enrich_escalation_async`.
- Metric endpoint: [`backend/app/api/endpoints/flowpilot_analytics.py`](../backend/app/api/endpoints/flowpilot_analytics.py).
## Watch-outs
- The two new commits are **local-only** until pushed. Run `git push` before any other work.
- The assessment-ready subscription opens a fresh SSE connection scoped by `assessmentMissing && trackedHandoffId`. If you change the magic-moment lifecycle, double-check the cleanup deps don't churn the subscription.
- The claim conflict path is currently only wired into `AssistantChatPage.handleStartHere`. `useHandoff` (used by `SessionQueuePage`) and `FlowPilotSessionPage.tsx` (dead) were not updated. If `SessionQueuePage` claims start mattering, mirror the same `axios.isAxiosError(e) && e.response?.status === 409` extraction.
- The handoff snapshot is still sparse (`problem_summary, problem_domain, status, step_count, confidence_tier`). Magic-moment "What's been tried" still only shows engineer notes + step count pre-claim.
- `HandoffResponse.ai_assessment_data.confidence` is typed `number` on the frontend but the backend currently emits `'low' | 'medium' | 'high'`. Runtime handles both; type definition is stale.
- Toolbar "Context" button is hidden on revisited active sessions where the senior didn't arrive via magic-moment this session — known scope cut.
- Do not reintroduce `client.stream()`/ASGITransport tests for infinite SSE responses; test the generator directly.
- Bus is acceptable for v1 pilot scale only (Railway single-replica). Redis pub/sub is the obvious swap when horizontal scaling appears.