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>
This commit is contained in:
@@ -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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