feat: AI chat conclusion + survey completion & management (#95)
* fix: increase assistant chat input height from 1 to 3 rows Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add Anthropic prompt caching to assistant chat Cache the static system prompt and conversation history prefix across turns, reducing input token costs by ~80% on multi-turn conversations. RAG context is intentionally uncached since it changes per query. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add Microsoft Learn MCP integration + refine assistant system prompt - Integrate Microsoft Learn MCP server via Anthropic's MCP connector for real-time documentation lookups (docs search, fetch, code samples) - Refine system prompt: clear persona, structured answer guidelines, when to use RAG flows vs Microsoft Learn, guardrails against fabrication - Add ENABLE_MCP_MICROSOFT_LEARN config toggle (default: True) - Fix bugs from prior edit: wrong MCP URL, broken indentation, undefined usage/token variables, NOT_GIVEN for disabled MCP params - Log MCP tool usage and cache performance Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: AI chat session conclusion + survey completion & management AI Assistant - Conclude Session: - 3-step modal: select outcome (resolved/escalated/paused), add notes, AI-generated summary - AI generates structured ticket notes from conversation transcript (PSA-ready format) - Copy to clipboard for pasting into ticketing systems - "Resume in New Chat" for paused sessions (pre-loads context into new chat) - Backend: POST /chats/{id}/conclude endpoint, conclusion_summary/outcome/concluded_at fields - Migration 048: add conclusion fields to assistant_chats Survey Completion Flow: - Email-to-self option after submission (branded HTML email with formatted responses) - Finish button navigates to /survey/thank-you page - Thank you page with close-window message and feedback email callout - Already-submitted state updated with same messaging - Backend: POST /survey/email-copy public endpoint Survey Admin Management: - Read/unread indicators (cyan dot, bold name, auto-mark on expand) - Unread count stat card - Per-row context menu: mark read/unread, archive/unarchive, delete - Bulk actions bar: select all, mark read/unread, archive, delete - Show Archived toggle to filter archived responses - Backend: 7 new admin endpoints (read, unread, archive, unarchive, delete, bulk) - Migration 049: add is_read, archived_at to survey_responses Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: initialize VerifyEmailPage state from token to avoid setState in effect Moves the no-token error case from useEffect into initial state to satisfy the react-hooks/set-state-in-effect ESLint rule. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
This commit was merged in pull request #95.
This commit is contained in:
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backend/alembic/versions/048_add_chat_conclusion_fields.py
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backend/alembic/versions/048_add_chat_conclusion_fields.py
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"""Add conclusion fields to assistant_chats.
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Revision ID: 048
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Revises: 047
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Create Date: 2026-03-05
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"""
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from typing import Sequence, Union
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from alembic import op
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import sqlalchemy as sa
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revision: str = "048"
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down_revision: str = "047"
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branch_labels: Union[str, Sequence[str], None] = None
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depends_on: Union[str, Sequence[str], None] = None
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def upgrade() -> None:
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op.add_column(
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"assistant_chats",
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sa.Column("conclusion_outcome", sa.String(20), nullable=True),
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)
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op.add_column(
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"assistant_chats",
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sa.Column("conclusion_summary", sa.String, nullable=True),
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)
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op.add_column(
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"assistant_chats",
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sa.Column("concluded_at", sa.DateTime(timezone=True), nullable=True),
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)
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def downgrade() -> None:
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op.drop_column("assistant_chats", "concluded_at")
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op.drop_column("assistant_chats", "conclusion_summary")
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op.drop_column("assistant_chats", "conclusion_outcome")
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@@ -0,0 +1,31 @@
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"""Add is_read and archived_at to survey_responses.
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Revision ID: 049
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Revises: 048
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Create Date: 2026-03-05
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"""
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from typing import Sequence, Union
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from alembic import op
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import sqlalchemy as sa
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revision: str = "049"
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down_revision: str = "048"
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branch_labels: Union[str, Sequence[str], None] = None
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depends_on: Union[str, Sequence[str], None] = None
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def upgrade() -> None:
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op.add_column(
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"survey_responses",
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sa.Column("is_read", sa.Boolean(), nullable=False, server_default="false"),
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)
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op.add_column(
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"survey_responses",
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sa.Column("archived_at", sa.DateTime(timezone=True), nullable=True),
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)
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def downgrade() -> None:
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op.drop_column("survey_responses", "archived_at")
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op.drop_column("survey_responses", "is_read")
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