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feat: AI chat session conclusion + survey completion & management

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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:
Michael Chihlas
2026-03-05 20:00:28 -05:00
parent e4c5948fbd
commit 882f67f42e
20 changed files with 1627 additions and 63 deletions
Download Patch File Download Diff File Expand all files Collapse all files

92
frontend/src/pages/AssistantChatPage.tsx
View File

@@ -1,10 +1,11 @@
import { useState, useEffect, useRef, useCallback } from 'react'
import { Sparkles, Send, Loader2 } from 'lucide-react'
import { Sparkles, Send, Loader2, Flag } from 'lucide-react'
import { assistantChatApi } from '@/api/assistantChat'
import { toast } from '@/lib/toast'
import { ChatSidebar } from '@/components/assistant/ChatSidebar'
import { ChatMessage } from '@/components/assistant/ChatMessage'
import type { ChatListItem, AssistantChatMessage as ChatMessageType } from '@/types/assistant-chat'
import { ConcludeSessionModal } from '@/components/assistant/ConcludeSessionModal'
import type { ChatListItem, AssistantChatMessage as ChatMessageType, ConclusionOutcome } from '@/types/assistant-chat'
import type { SuggestedFlow } from '@/types/copilot'
interface MessageWithMeta extends ChatMessageType {
@@ -17,6 +18,7 @@ export default function AssistantChatPage() {
const [messages, setMessages] = useState<MessageWithMeta[]>([])
const [input, setInput] = useState('')
const [loading, setLoading] = useState(false)
const [showConclude, setShowConclude] = useState(false)
const messagesEndRef = useRef<HTMLDivElement>(null)
const inputRef = useRef<HTMLTextAreaElement>(null)
@@ -120,6 +122,55 @@ export default function AssistantChatPage() {
}
}
const handleConclude = async (outcome: ConclusionOutcome, notes: string): Promise<string> => {
if (!activeChatId) throw new Error('No active chat')
const response = await assistantChatApi.concludeChat(activeChatId, { outcome, notes: notes || undefined })
// Update chat in sidebar to show concluded status
setChats(prev =>
prev.map(c =>
c.id === activeChatId
? { ...c, concluded_at: response.concluded_at, conclusion_outcome: outcome }
: c
)
)
return response.summary
}
const handleResumeNew = async (summary: string) => {
try {
const chat = await assistantChatApi.createChat()
setChats(prev => [
{ id: chat.id, title: chat.title, message_count: 0, pinned: false, created_at: chat.created_at, updated_at: chat.updated_at },
...prev,
])
setActiveChatId(chat.id)
setMessages([])
// Send the summary as the first message to prime the new chat
const resumePrompt = `I'm continuing a previous troubleshooting session. Here's where we left off:\n\n${summary}\n\nPlease review this context and help me continue from where we stopped.`
setInput('')
setMessages([{ role: 'user', content: resumePrompt }])
setLoading(true)
const response = await assistantChatApi.sendMessage(chat.id, resumePrompt)
setMessages(prev => [
...prev,
{ role: 'assistant', content: response.content, suggestedFlows: response.suggested_flows },
])
setChats(prev =>
prev.map(c =>
c.id === chat.id
? { ...c, message_count: 2, title: resumePrompt.slice(0, 100), updated_at: new Date().toISOString() }
: c
)
)
} catch {
toast.error('Failed to create resume chat')
} finally {
setLoading(false)
}
}
const handleKeyDown = (e: React.KeyboardEvent) => {
if (e.key === 'Enter' && !e.shiftKey) {
e.preventDefault()
@@ -194,13 +245,27 @@ export default function AssistantChatPage() {
style={{ borderColor: 'var(--glass-border)' }}
disabled={loading}
/>
<button
onClick={handleSend}
disabled={!input.trim() || loading}
className="bg-gradient-brand text-[#101114] p-3 rounded-xl hover:opacity-90 active:scale-[0.97] transition-all disabled:opacity-40"
>
<Send size={18} />
</button>
<div className="flex flex-col gap-2">
<button
onClick={handleSend}
disabled={!input.trim() || loading}
className="bg-gradient-brand text-[#101114] p-3 rounded-xl hover:opacity-90 active:scale-[0.97] transition-all disabled:opacity-40"
title="Send message"
>
<Send size={18} />
</button>
{messages.length >= 2 && (
<button
onClick={() => setShowConclude(true)}
disabled={loading}
className="p-3 rounded-xl border text-muted-foreground hover:text-amber-400 hover:border-amber-400/30 hover:bg-amber-400/10 transition-all disabled:opacity-40"
style={{ borderColor: 'var(--glass-border)' }}
title="Conclude session"
>
<Flag size={18} />
</button>
)}
</div>
</div>
</div>
</>
@@ -225,6 +290,15 @@ export default function AssistantChatPage() {
</div>
)}
</div>
{/* Conclude Session Modal */}
<ConcludeSessionModal
isOpen={showConclude}
onClose={() => setShowConclude(false)}
onConclude={handleConclude}
onResumeNew={handleResumeNew}
chatTitle={chats.find(c => c.id === activeChatId)?.title ?? 'Chat'}
/>
</div>
)
}