feat(FN-3209): fix refine continuation flow in planning mode and add local

Merges fixes for the planning refine continuation flow (FN-3209) alongside a new local startup script for development environments. The changes include updates to `PlanningModeModal.tsx`, new and updated tests for the planning system, route handler improvements in `chat.ts` and `planning.ts`, and do

Fusion-Task-Id: FN-3209

.changeset/fn-3209-planning-refine-fix.md

@@ -0,0 +1,5 @@
+---
+"@runfusion/fusion": patch
+---
+
+Fix Planning Mode summary refinement so "Refine Further" reliably continues completed/resumed sessions through the backend interview flow instead of showing a blank question screen.

docs/task-management.md

@@ -25,6 +25,7 @@ Use the 💡 button to open planning mode:
 - Break-into-tasks descriptions are structured with subtask-specific guidance first, then a separate larger-plan context section (plus `## Planning Interview Context` when interview history exists)
 - Sessions persist when the modal is closed — resume from the sidebar list at any time; reasoning context is restored automatically
 - Back navigation rewinds the server-side planning session to the previous answered question so you can revise earlier answers and continue from the corrected turn
+- On the summary screen, **Refine Further** continues through the backend planning session (including resumed completed sessions) and waits for a real follow-up question or updated summary; it does not switch to an empty question view
 
 ### 3) Todo item → Plan Mode
 

packages/dashboard/app/components/PlanningModeModal.tsx

@@ -1307,6 +1307,33 @@ export function PlanningModeModal({ isOpen, onClose, onTaskCreated, onTasksCreat
     [projectId, sessionTabId, view]
   );
 
+  const handleRefineFurther = useCallback(async () => {
+    if (view.type !== "summary") {
+      return;
+    }
+
+    const { session, summary } = view;
+    const sessionId = session.sessionId;
+    currentSessionIdRef.current = sessionId;
+    setLockSessionId(sessionId);
+
+    setError(null);
+    setIsRetrying(false);
+    setStreamingOutput("");
+    setView({ type: "loading" });
+
+    connectToPlanningStream(sessionId);
+
+    try {
+      await respondToPlanning(sessionId, { refine: true }, projectId, sessionTabId);
+    } catch (err) {
+      streamConnectionRef.current?.close();
+      streamConnectionRef.current = null;
+      setError(getErrorMessage(err) || "Failed to refine plan");
+      setView({ type: "summary", session, summary: editedSummary ?? summary });
+    }
+  }, [connectToPlanningStream, editedSummary, projectId, sessionTabId, view]);
+
   const handleStopGeneration = useCallback(async () => {
     const sessionId = currentSessionIdRef.current;
     if (!sessionId) {
@@ -1935,8 +1962,7 @@ export function PlanningModeModal({ isOpen, onClose, onTaskCreated, onTasksCreat
               onCreateTask={handleCreateTask}
               onBreakIntoTasks={handleStartBreakdown}
               onRefine={() => {
-                // Reset to question mode for more refinement
+                void handleRefineFurther();
-                setView({ type: "question", session: view.session });
               }}
               isLoading={false}
             />

packages/dashboard/app/components/__tests__/PlanningModeModal.planning-flow.test.tsx

@@ -809,6 +809,84 @@ describe("PlanningModeModal", () => {
         expect(mockCreateTaskFromPlanning).toHaveBeenCalledWith("session-complete-2", resumedSummary, undefined);
       });
     });
+
+    it("refines a resumed complete session without blank question view", async () => {
+      const resumedSummary: PlanningSummary = {
+        title: "Resume-and-refine",
+        description: "Recovered summary for refine",
+        suggestedSize: "M",
+        suggestedDependencies: [],
+        keyDeliverables: ["Implement", "Verify"],
+      };
+      const refinedQuestion: PlanningQuestion = {
+        id: "q-refine",
+        type: "text",
+        question: "Which part should we refine?",
+        description: "Refine follow-up",
+      };
+
+      mockFetchAiSession.mockResolvedValueOnce({
+        id: "session-complete-refine",
+        type: "planning",
+        status: "complete",
+        title: "Resume-and-refine",
+        inputPayload: JSON.stringify({ initialPlan: "Recover and refine" }),
+        conversationHistory: "[]",
+        currentQuestion: null,
+        result: JSON.stringify(resumedSummary),
+        thinkingOutput: "",
+        error: null,
+        projectId: null,
+        createdAt: "2026-01-01T00:00:00.000Z",
+        updatedAt: "2026-01-01T00:00:00.000Z",
+      });
+
+      let streamHandlers: any;
+      mockConnectPlanningStream.mockImplementationOnce((_sessionId: string, _projectId: string | undefined, handlers: any) => {
+        streamHandlers = handlers;
+        return {
+          close: vi.fn(),
+          isConnected: vi.fn().mockReturnValue(true),
+        };
+      });
+      mockRespondToPlanning.mockImplementationOnce(async () => {
+        setTimeout(() => {
+          streamHandlers?.onQuestion?.(refinedQuestion);
+        }, 10);
+        return { type: "question", data: refinedQuestion };
+      });
+
+      render(
+        <PlanningModeModal
+          isOpen={true}
+          onClose={mockOnClose}
+          onTaskCreated={mockOnTaskCreated}
+          onTasksCreated={vi.fn()}
+          tasks={mockTasks}
+          resumeSessionId="session-complete-refine"
+        />
+      );
+
+      await waitFor(() => {
+        expect(screen.getByRole("button", { name: "Refine Further" })).toBeDefined();
+      });
+
+      fireEvent.click(screen.getByRole("button", { name: "Refine Further" }));
+
+      await waitFor(() => {
+        expect(mockRespondToPlanning).toHaveBeenCalledWith(
+          "session-complete-refine",
+          { refine: true },
+          undefined,
+          expect.any(String),
+        );
+      });
+
+      await waitFor(() => {
+        expect(screen.getByText("Which part should we refine?")).toBeDefined();
+      });
+      expect(screen.queryByText("No active question in session")).toBeNull();
+    });
   });
 
   describe("Conversation history", () => {

packages/dashboard/src/__tests__/planning.test.ts

@@ -839,7 +839,7 @@ describe("planning module", () => {
       await expect(submitResponse("invalid-session-id", {})).rejects.toThrow(SessionNotFoundError);
     });
 
-    it("throws InvalidSessionStateError when no active question", async () => {
+    it("throws InvalidSessionStateError when no active question and not refining", async () => {
       const mockIp = getUniqueIp();
       const { sessionId } = await createSession(mockIp, initialPlan, undefined, TEST_ROOT_DIR);
 
@@ -852,6 +852,88 @@ describe("planning module", () => {
       await expect(submitResponse(sessionId, {})).rejects.toThrow(InvalidSessionStateError);
     });
 
+    it("continues from summary when refine is requested", async () => {
+      const mockIp = getUniqueIp();
+      setupMockAgent([
+        ...STANDARD_QUESTION_RESPONSES,
+        JSON.stringify({
+          type: "question",
+          data: {
+            id: "q-refine",
+            type: "text",
+            question: "What should we tighten in this plan?",
+            description: "Refine follow-up",
+          },
+        }),
+      ]);
+
+      const { sessionId } = await createSession(mockIp, initialPlan, undefined, TEST_ROOT_DIR);
+      await submitResponse(sessionId, { scope: "small" }, TEST_ROOT_DIR);
+      await submitResponse(sessionId, { requirements: "test" }, TEST_ROOT_DIR);
+      await submitResponse(sessionId, { confirm: true }, TEST_ROOT_DIR);
+
+      const response = await submitResponse(sessionId, { refine: true }, TEST_ROOT_DIR);
+      expect(response.type).toBe("question");
+      if (response.type === "question") {
+        expect(response.data.id).toBe("q-refine");
+      }
+      expect(getSummary(sessionId)).toBeUndefined();
+    });
+
+    it("rehydrates a completed persisted session and refines from summary", async () => {
+      const store = new MockAiSessionStore();
+      const summary = {
+        title: "Recovered summary",
+        description: "Recovered summary description",
+        suggestedSize: "M",
+        suggestedDependencies: [],
+        keyDeliverables: ["Deliverable"],
+      };
+      const row = buildPlanningRow({
+        id: "planning-complete-refine",
+        status: "complete",
+        conversationHistory: JSON.stringify([
+          {
+            question: {
+              id: "q-existing",
+              type: "text",
+              question: "What should we build?",
+              description: "baseline",
+            },
+            response: { "q-existing": "A useful feature" },
+          },
+        ]),
+        currentQuestion: "null",
+        result: JSON.stringify(summary),
+      });
+      store.rows.set(row.id, row);
+      setAiSessionStore(store as any);
+
+      const resumedAgent = createMockAgent([
+        JSON.stringify({
+          type: "question",
+          data: {
+            id: "q-refine-rehydrated",
+            type: "text",
+            question: "Any additional constraints?",
+            description: "Refine resumed",
+          },
+        }),
+      ]);
+      const createFnAgentSpy = vi.fn(async () => resumedAgent);
+      __setCreateFnAgent(createFnAgentSpy as any);
+
+      const response = await submitResponse(row.id, { refine: true }, TEST_ROOT_DIR);
+      expect(response.type).toBe("question");
+      if (response.type === "question") {
+        expect(response.data.id).toBe("q-refine-rehydrated");
+      }
+      expect(createFnAgentSpy).toHaveBeenCalledTimes(1);
+      expect(resumedAgent.session.prompt).toHaveBeenCalledTimes(2);
+      expect(resumedAgent.session.prompt.mock.calls[0]?.[0]).toContain("Previous conversation summary");
+      expect(resumedAgent.session.prompt.mock.calls[1]?.[0]).toContain("Refine Further");
+    });
+
     it("reconstructs agent for a rehydrated session and continues conversation", async () => {
       const store = new MockAiSessionStore();
       const row = buildPlanningRow({

packages/dashboard/src/__tests__/routes-planning.test.ts

@@ -991,6 +991,50 @@ describe("Planning Mode Routes", () => {
         expect(finalRes.body.data.keyDeliverables).toBeInstanceOf(Array);
       });
 
+      it("allows refine requests from completed sessions", async () => {
+        const startRes = await REQUEST(
+          buildApp(),
+          "POST",
+          "/api/planning/start",
+          JSON.stringify({ initialPlan: "Build a user auth system" }),
+          { "Content-Type": "application/json" }
+        );
+        const sessionId = startRes.body.sessionId;
+
+        await REQUEST(
+          buildApp(),
+          "POST",
+          "/api/planning/respond",
+          JSON.stringify({ sessionId, responses: { scope: "medium" } }),
+          { "Content-Type": "application/json" }
+        );
+        await REQUEST(
+          buildApp(),
+          "POST",
+          "/api/planning/respond",
+          JSON.stringify({ sessionId, responses: { requirements: "Must have login" } }),
+          { "Content-Type": "application/json" }
+        );
+        await REQUEST(
+          buildApp(),
+          "POST",
+          "/api/planning/respond",
+          JSON.stringify({ sessionId, responses: { confirm: true } }),
+          { "Content-Type": "application/json" }
+        );
+
+        const refineRes = await REQUEST(
+          buildApp(),
+          "POST",
+          "/api/planning/respond",
+          JSON.stringify({ sessionId, responses: { refine: true } }),
+          { "Content-Type": "application/json" }
+        );
+
+        expect(refineRes.status).toBe(200);
+        expect(["question", "complete"]).toContain(refineRes.body.type);
+      });
+
       it("returns 404 for invalid session ID", async () => {
         const res = await REQUEST(
           buildApp(),

packages/dashboard/src/chat.ts

@@ -1231,7 +1231,7 @@ export function __setCreateFnAgent(mock: typeof createFnAgent): void {
   // hit the real engine. Mirror the same fake into the resolved-session slot
   // so existing test setups that only call `__setCreateFnAgent` continue to
   // work.
-  createResolvedAgentSession = (async (options: any) => mock(options)) as typeof createResolvedAgentSession;
+  createResolvedAgentSession = (async (options: unknown) => mock(options)) as typeof createResolvedAgentSession;
 }
 
 /**

packages/dashboard/src/planning.ts

@@ -1611,6 +1611,7 @@ async function continueAgentConversation(session: Session, message: string): Pro
 
       if (parsed.type === "question") {
         session.currentQuestion = parsed.data;
+        session.summary = undefined;
         session.error = undefined;
         session.lastGeneratedThinking = session.thinkingOutput;
         session.updatedAt = new Date();
@@ -1835,6 +1836,20 @@ export function parseAgentResponse(text: string): PlanningResponse {
  * Submit a response to the current question and get the next question or summary.
  * Supports both stubbed mode and AI agent mode.
  */
+function isRefineRequest(responses: Record<string, unknown>): boolean {
+  return responses.refine === true;
+}
+
+function formatRefineRequestForAgent(summary: PlanningSummary): string {
+  return [
+    "The user clicked Refine Further on the planning summary.",
+    "Continue the planning interview from the existing context.",
+    "Either ask one focused follow-up question or return an updated completion summary if sufficient.",
+    "Current summary:",
+    JSON.stringify(summary),
+  ].join("\n\n");
+}
+
 export async function submitResponse(
   sessionId: string,
   responses: Record<string, unknown>,
@@ -1847,9 +1862,17 @@ export async function submitResponse(
   }
 
   if (!session.currentQuestion) {
+    if (!isRefineRequest(responses) || !session.summary) {
       throw new InvalidSessionStateError("No active question in session");
     }
 
+    session.error = undefined;
+    persistSession(session, "generating");
+
+    await ensureSessionAgent(session, rootDir, session.history, promptOverrides);
+    const refineMessage = formatRefineRequestForAgent(session.summary);
+    await continueAgentConversation(session, refineMessage);
+  } else {
     // Record the response
     session.history.push({
       question: session.currentQuestion,
@@ -1866,6 +1889,7 @@ export async function submitResponse(
 
     const message = formatResponseForAgent(session.currentQuestion, responses);
     await continueAgentConversation(session, message);
+  }
 
   // Return the current state (will be updated via SSE)
   if (session.summary) {