kandev/docs/plans/workflow-session-targeting/task-06-route-source-step-recipients.md

id, title, status, wave, depends_on, plan, requirements, acceptance_criteria, system_design

id	title	status	wave	depends_on	plan	requirements	acceptance_criteria	system_design
06-route-source-step-recipients	Route source-step recipients	complete	6	05-persist-source-step-targets	plan.md	REQ-TASKS-WORKFLOW-PROFILE-SESSIONS-001 REQ-TASKS-WORKFLOW-PROFILE-SESSIONS-002	AC-TASKS-WORKFLOW-PROFILE-SESSIONS-001.1 AC-TASKS-WORKFLOW-PROFILE-SESSIONS-001.2 AC-TASKS-WORKFLOW-PROFILE-SESSIONS-001.3 AC-TASKS-WORKFLOW-PROFILE-SESSIONS-001.4 AC-TASKS-WORKFLOW-PROFILE-SESSIONS-001.5 AC-TASKS-WORKFLOW-PROFILE-SESSIONS-001.6 AC-TASKS-WORKFLOW-PROFILE-SESSIONS-001.11 AC-TASKS-WORKFLOW-PROFILE-SESSIONS-002.4 AC-TASKS-WORKFLOW-PROFILE-SESSIONS-002.5 AC-TASKS-WORKFLOW-PROFILE-SESSIONS-002.6 AC-TASKS-WORKFLOW-PROFILE-SESSIONS-002.7 AC-TASKS-WORKFLOW-PROFILE-SESSIONS-002.8 AC-TASKS-WORKFLOW-PROFILE-SESSIONS-002.9 AC-TASKS-WORKFLOW-PROFILE-SESSIONS-002.10	../../specs/tasks/system-design/workflow-profile-session-lifecycle.md

Task 06: Route source-step recipients

Summary

Extend initial routing with exact source-step session selection. Record bindings when direct-profile steps execute, and keep initial and profile-only behavior.

In scope

• Record the source step's latest successful session choice, including a reused or already-active session. Couple its binding with the routing commit.
• Exact source-session reuse, same-profile new, skipped-source fresh fallback, source profile edits, terminal/deleted bindings, and repeated source visits.
• Read source bindings without rewriting them when another step targets them.
• Use existing prepared/committed route records, preflight, queue/pending move transfer, source-end policy, stop intents and all entry-path integrations.
• Restart, stale operation and promotion races, logical dynamic profiles, ACP/passthrough and task/workflow authorization.

Out of scope

• UI source picker or changes to initial provenance.
• Indirect references, later steps, Office fan-out.

Acceptance

• Two source steps sharing a profile remain distinct. A later step uses the selected source's exact latest committed session, not profile recency.
• Skipped, changed-profile, terminal and deleted sources follow documented fallback without running the source prompt; malformed references fail visibly.
• Retry and rollback preserve bindings and prompt ownership; initial and all profile-only lifecycle regressions remain passing.

Verification

Add failing tests in workflow_step_session_target_test.go and workflow_step_session_target_integration_test.go. From apps/backend:

rtk go test -race ./internal/orchestrator -run 'TestWorkflowStepSessionTarget|TestWorkflowSessionTarget' -count=1
rtk go test ./internal/orchestrator -run 'TestPrepareWorkflowStepSession|TestSwitchSessionForStep|TestResolveStepAgentProfile|TestHandleTaskMoved|TestProcessOnEnter|TestWorkflowStore|TestHandleAgent.*ProfileSessionStopIntent' -count=1
rtk go test ./internal/workflow/engine/... ./internal/workflow/stepentry/... -count=1

Test source-step re-entry with stale delivery both before and after the newer binding commit. Use real repository transactions to prove no orphan binding.

Files likely touched

• apps/backend/internal/orchestrator/workflow_session_target.go
• apps/backend/internal/orchestrator/{event_handlers_workflow.go,workflow_store.go,workflow_profile_session_lifecycle.go}
• Task repository routing/promotion transaction and source-binding APIs
• apps/backend/internal/orchestrator/workflow_step_session_target*_test.go (new)

Dependencies

Task 05 supplies source references and binding persistence.

Risks

Binding before successful selection can make a failed source look available. Updating the source binding during Review would change its meaning. Old entry events must not overwrite a newer source visit.

Inputs

• Design: Source-step bindings; Explicit routing flow.
• Tasks 01-02 initial routing and profile lifecycle regression tests.

Parallelism

sequential

Results

Implemented source-step resolution and latest-successful-session reuse with fresh fallback, profile changes, re-entry handling, and unrelated same-profile session isolation. The source-step runtime E2E delivered the marker to the recorded source conversation, and orchestrator race coverage passed.