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:
@@ -1,5 +1,5 @@
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"""Pydantic schemas for standalone AI assistant chat."""
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from typing import Optional, Any
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from typing import Optional, Any, Literal
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from uuid import UUID
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from datetime import datetime
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from pydantic import BaseModel, Field
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@@ -57,3 +57,14 @@ class RetentionSettingsResponse(BaseModel):
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class RetentionSettingsUpdate(BaseModel):
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chat_retention_days: Optional[int] = Field(None, ge=1, le=365)
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chat_retention_max_count: Optional[int] = Field(None, ge=10, le=10000)
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class ConcludeChatRequest(BaseModel):
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outcome: Literal["resolved", "escalated", "paused"]
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notes: Optional[str] = Field(None, max_length=2000)
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class ConcludeChatResponse(BaseModel):
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summary: str
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outcome: str
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concluded_at: datetime
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@@ -46,6 +46,12 @@ class SurveyInviteStatus(BaseModel):
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status: str
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class SurveyEmailCopyRequest(BaseModel):
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"""Request to email a copy of responses to the respondent."""
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email: str = Field(..., max_length=255)
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response_id: str
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class SurveyResponseDetail(BaseModel):
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"""Full survey response returned to admin."""
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id: str
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@@ -53,6 +59,8 @@ class SurveyResponseDetail(BaseModel):
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responses: dict[str, Any]
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source: str
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invite_name: Optional[str]
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is_read: bool = False
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archived_at: Optional[datetime] = None
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created_at: datetime
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@@ -61,3 +69,4 @@ class SurveyResponseListResponse(BaseModel):
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responses: list[SurveyResponseDetail]
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total: int
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this_week: int
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unread: int
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