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:
chihlasm
2026-03-05 22:43:02 -05:00
committed by GitHub
parent b46f41e7bb
commit 0fb1ef33a0
21 changed files with 1630 additions and 70 deletions

View File

@@ -354,6 +354,70 @@ class EmailService:
logger.exception("Failed to send survey notification email")
return False
@staticmethod
async def send_survey_copy_email(
to_email: str,
respondent_name: str | None,
formatted_responses: str,
) -> bool:
"""Send a copy of survey responses to the respondent."""
if not settings.email_enabled:
logger.warning("Email not sent — RESEND_API_KEY not configured")
return False
try:
import resend
import html as html_mod
resend.api_key = settings.RESEND_API_KEY
safe_name = html_mod.escape(respondent_name or "there")
safe_responses = html_mod.escape(formatted_responses).replace("\n", "<br>")
subject = "Your FlowPilot Survey Responses"
email_html = f"""<!DOCTYPE html>
<html><head><meta charset="utf-8"><meta name="viewport" content="width=device-width"></head>
<body style="margin:0;padding:0;background:#101114;font-family:'Inter',Helvetica,Arial,sans-serif;">
<table width="100%" cellpadding="0" cellspacing="0" style="background:#101114;padding:40px 0;">
<tr><td align="center">
<table width="560" cellpadding="0" cellspacing="0" style="background:#14161a;border:1px solid rgba(255,255,255,0.06);border-radius:16px;">
<tr><td style="padding:40px 40px 24px;text-align:center;">
<h1 style="margin:0;color:#f8fafc;font-size:24px;font-weight:600;">Resolution<span style="color:#06b6d4;">Flow</span></h1>
<p style="margin:8px 0 0;color:#5a6170;font-size:14px;">Your Survey Responses</p>
</td></tr>
<tr><td style="padding:0 40px 24px;">
<p style="margin:0;color:#8891a0;font-size:16px;line-height:1.6;">
Hi {safe_name}, here's a copy of your FlowPilot survey responses for your records.
</p>
</td></tr>
<tr><td style="padding:0 40px 32px;">
<div style="background:rgba(0,0,0,0.3);border:1px solid rgba(255,255,255,0.06);border-radius:12px;padding:24px;">
<p style="margin:0;color:#e0e0e0;font-size:13px;line-height:1.8;">{safe_responses}</p>
</div>
</td></tr>
<tr><td style="padding:0 40px 32px;">
<p style="margin:0;color:#5a6170;font-size:12px;text-align:center;">
Thank you for your contribution to FlowPilot research.
</p>
</td></tr>
</table>
</td></tr>
</table>
</body></html>"""
resend.Emails.send({
"from": settings.FROM_EMAIL,
"to": [to_email],
"subject": subject,
"html": email_html,
})
logger.info("Survey copy email sent to %s", to_email)
return True
except Exception:
logger.exception("Failed to send survey copy email to %s", to_email)
return False
@staticmethod
async def send_survey_invite_email(
to_email: str,