Booking Hand-off to Atlantes

Transfer search results from Advisor Console to Atlantes for booking.

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Epic: Hand-off Flow

Plan: Implement the POST /api/v1/handoff endpoint that transfers search results and context to Atlantes, creating Quote__c and Booking__c records.

Architectural Context: The hand-off flow is the bridge between AI research and real-world booking. It authenticates with Atlantes via JWT Bearer OAuth 2.0, sends the search result with member and trip context, and creates Salesforce records (Quote__c, Booking__c). A confirmation display shows the advisor the hand-off status.

Tasks

• Implement POST /api/v1/handoff with search result and context
• Build Integration Layer authentication (JWT Bearer OAuth 2.0 to Salesforce)
• Implement Quote__c and Booking__c record creation
• Build confirmation display to advisor

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Epic: Hand-off Validation

Plan: Validate hand-off inputs, handle errors gracefully, and implement idempotency to prevent duplicate bookings.

Architectural Context: Input validation ensures trip_id, member_id, and result payload are present and valid. Error handling surfaces clear messages for failed hand-offs (network errors, validation failures, Atlantes errors). Idempotency keys prevent duplicate Quote__c/Booking__c creation on retry.

Tasks

• Implement input validation (trip_id, member_id, result payload)
• Build error handling for failed hand-offs
• Implement idempotency for hand-off requests