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.
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@@ -49,6 +49,15 @@ class AssistantChat(Base):
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pinned: Mapped[bool] = mapped_column(
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Boolean, nullable=False, default=False
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)
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conclusion_outcome: Mapped[Optional[str]] = mapped_column(
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String(20), nullable=True
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)
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conclusion_summary: Mapped[Optional[str]] = mapped_column(
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String, nullable=True
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)
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concluded_at: Mapped[Optional[datetime]] = mapped_column(
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DateTime(timezone=True), nullable=True
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)
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created_at: Mapped[datetime] = mapped_column(
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DateTime(timezone=True), default=lambda: datetime.now(timezone.utc)
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)
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@@ -2,7 +2,7 @@
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import uuid
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from datetime import datetime, timezone
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from sqlalchemy import Column, DateTime, ForeignKey, String, Text
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from sqlalchemy import Boolean, Column, DateTime, ForeignKey, String, Text
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from sqlalchemy.dialects.postgresql import JSONB, UUID
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from app.core.database import Base
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@@ -17,4 +17,6 @@ class SurveyResponse(Base):
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ip_address = Column(String(45), nullable=True)
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user_agent = Column(Text, nullable=True)
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invite_id = Column(UUID(as_uuid=True), ForeignKey("survey_invites.id"), nullable=True)
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is_read = Column(Boolean, nullable=False, default=False)
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archived_at = Column(DateTime(timezone=True), nullable=True)
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created_at = Column(DateTime(timezone=True), default=lambda: datetime.now(timezone.utc), nullable=False)
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