resolutionflow/.ai/HANDOFF.md

HANDOFF.md

Last updated: 2026-04-29 (session 2)

Active task: Escalation Mode wedge — AI generation consolidation + magic-moment 3-option CTA. Branch: feat/escalation-metric-endpoint. Draft PR #155 open.

Where the previous session ended

Full escalation flow is working end-to-end. Both major blockers resolved this session:

1. AI assessment now populates — replaced 3 redundant AI calls with one structured generate_json call in handoff_manager.py. ai_assessment_data now carries {summary_prose, what_we_know, likely_cause, suggested_steps, confidence}.
2. Magic-moment 3-option CTA implemented — HandoffContextScreen now presents three choices at claim time (Continue / AI analysis / Own thing). All three wired up in AssistantChatPage.

Confirmed working (TypeScript clean, 17/17 backend tests pass):

• HandoffContextScreen renders 3-option layout (with hasTaskLane) or 2-option layout (no task lane)
• "Continue where [name] left off": silent claim, dismiss, reload sidebar
• "Get AI analysis": claim → load session → send structured briefing → task lane populates from response
• "I'll take it from here": claim → dismiss → focus composer
• handed_off_by_name field on HandoffResponse (backend + frontend types)
• Overlay (post-claim re-open from toolbar) renders dismissible=true single-close layout correctly
• Suggested-step chips source from actual task lane items, scroll to task lane card on click
• SSE live-refresh for assessment still works (fires handoff_assessment_ready when enrichment commits)

Resume point — DO THIS NEXT

Browser QA pass on the new 3-option flow:

1. Junior escalates. Senior opens via bell-icon ?pickup=true URL.
2. Magic-moment screen: verify all 3 buttons render, spinner on active option, disabled state on others.
3. Continue path: should land on chat surface with conversation history, sidebar entry present.
4. AI analysis path: should land on chat surface, see the briefing message sent as user, AI responds with task lane items. Verify task lane populates.
5. Own thing path: should land on chat surface, composer focused.
6. 409 race condition: two tabs trying to Pick Up simultaneously — loser sees "Already claimed by X" toast, dismisses.
7. Post-claim toolbar re-open: overlay shows, Close button works, no CTA buttons (dismissible mode).

Then ship: mark PR #155 ready-for-review, demo to stakeholder.

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.