feat(search): add structured filters to AI session list endpoint and frontend

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
2026-03-20 03:34:54 +00:00
parent 1d5454c31b
commit c3afc7a059
6 changed files with 350 additions and 43 deletions

View File

@@ -11,6 +11,7 @@ CRUD and interaction endpoints for AI-powered troubleshooting sessions:
POST /ai-sessions/{id}/rate — Submit post-session rating
"""
import logging
from datetime import datetime
from typing import Annotated, Optional
from uuid import UUID
@@ -464,6 +465,13 @@ async def list_sessions(
session_status: Optional[str] = Query(None, alias="status"),
skip: int = Query(0, ge=0),
limit: int = Query(20, ge=1, le=100),
problem_domain: Optional[str] = Query(None),
matched_flow_id: Optional[UUID] = Query(None),
confidence_tier: Optional[str] = Query(None, pattern="^(guided|exploring|discovery)$"),
ticket_id: Optional[str] = Query(None),
date_from: Optional[datetime] = Query(None),
date_to: Optional[datetime] = Query(None),
q: Optional[str] = Query(None, min_length=2, max_length=200),
):
"""List the current user's AI sessions (owned or picked up)."""
user_id_str = str(current_user.id)
@@ -482,6 +490,19 @@ async def list_sessions(
if session_status:
query = query.where(AISession.status == session_status)
if problem_domain:
query = query.where(AISession.problem_domain == problem_domain)
if matched_flow_id:
query = query.where(AISession.matched_flow_id == matched_flow_id)
if confidence_tier:
query = query.where(AISession.confidence_tier == confidence_tier)
if ticket_id:
query = query.where(AISession.ticket_id == ticket_id)
if date_from:
query = query.where(AISession.created_at >= date_from)
if date_to:
query = query.where(AISession.created_at <= date_to)
# TODO: Full-text search via q param — see Task 7
result = await db.execute(query)
sessions = result.scalars().all()

View File

@@ -424,18 +424,43 @@ async def export_session(
for sd in sd_result.scalars().all()
]
# Query file upload evidence for non-PDF formats
from app.models.file_upload import FileUpload
from app.services import storage_service as _storage_service
from app.core.config import settings as _export_settings
upload_items: list[dict] = []
if _export_settings.STORAGE_ENDPOINT:
try:
uploads_result = await db.execute(
select(FileUpload)
.where(FileUpload.session_id == session_id)
.order_by(FileUpload.created_at)
)
for u in uploads_result.scalars().all():
try:
url = _storage_service.get_presigned_url(u.storage_key)
upload_items.append({
"filename": u.filename,
"url": url,
"is_image": u.content_type.startswith("image/"),
})
except Exception:
pass # Skip uploads that fail URL generation
except Exception:
pass # Storage errors should not fail the export
# Generate export based on format
if export_options.format == "markdown":
content = generate_markdown_export(session, export_options, supporting_data=supporting_data_items)
content = generate_markdown_export(session, export_options, supporting_data=supporting_data_items, uploads=upload_items)
media_type = "text/markdown"
elif export_options.format == "html":
content = generate_html_export(session, export_options, supporting_data=supporting_data_items)
content = generate_html_export(session, export_options, supporting_data=supporting_data_items, uploads=upload_items)
media_type = "text/html"
elif export_options.format == "psa":
content = generate_psa_export(session, export_options, supporting_data=supporting_data_items)
content = generate_psa_export(session, export_options, supporting_data=supporting_data_items, uploads=upload_items)
media_type = "text/plain"
else: # text
content = generate_text_export(session, export_options, supporting_data=supporting_data_items)
content = generate_text_export(session, export_options, supporting_data=supporting_data_items, uploads=upload_items)
media_type = "text/plain"
# Resolve variables in export output

View File

@@ -171,10 +171,10 @@ def _escape_markdown_table(value: str) -> str:
return value.replace("|", "\\|").replace("\n", " ")
def generate_markdown_export(session: Session, options: SessionExport, supporting_data: list[dict] | None = None) -> str:
def generate_markdown_export(session: Session, options: SessionExport, supporting_data: list[dict] | None = None, uploads: list[dict] | None = None) -> str:
"""Generate markdown export."""
if _is_procedural_session(session):
return _generate_procedural_markdown(session, options)
return _generate_procedural_markdown(session, options, uploads=uploads)
lines = []
outcome_label = _get_outcome_label(session)
@@ -223,6 +223,21 @@ def generate_markdown_export(session: Session, options: SessionExport, supportin
lines.append("---")
lines.append("")
# File upload evidence
if uploads:
lines.append("## Evidence")
lines.append("")
for upload in uploads:
name = upload["filename"]
url = upload["url"]
if upload.get("is_image"):
lines.append(f"- ![{name}]({url})")
else:
lines.append(f"- [{name}]({url})")
lines.append("")
lines.append("---")
lines.append("")
lines.append("## Troubleshooting Steps")
lines.append("")
@@ -306,10 +321,10 @@ def generate_markdown_export(session: Session, options: SessionExport, supportin
return "\n".join(lines)
def generate_text_export(session: Session, options: SessionExport, supporting_data: list[dict] | None = None) -> str:
def generate_text_export(session: Session, options: SessionExport, supporting_data: list[dict] | None = None, uploads: list[dict] | None = None) -> str:
"""Generate plain text export."""
if _is_procedural_session(session):
return _generate_procedural_text(session, options)
return _generate_procedural_text(session, options, uploads=uploads)
lines = []
outcome_label = _get_outcome_label(session)
@@ -349,6 +364,13 @@ def generate_text_export(session: Session, options: SessionExport, supporting_da
lines.append(scratchpad)
lines.append("")
# File upload evidence
if uploads:
lines.append("--- Evidence ---")
for upload in uploads:
lines.append(f"- {upload['filename']}: {upload['url']}")
lines.append("")
lines.append("TROUBLESHOOTING STEPS")
lines.append("-" * 20)
@@ -420,10 +442,10 @@ def generate_text_export(session: Session, options: SessionExport, supporting_da
return "\n".join(lines)
def generate_html_export(session: Session, options: SessionExport, supporting_data: list[dict] | None = None) -> str:
def generate_html_export(session: Session, options: SessionExport, supporting_data: list[dict] | None = None, uploads: list[dict] | None = None) -> str:
"""Generate HTML export."""
if _is_procedural_session(session):
return _generate_procedural_html(session, options)
return _generate_procedural_html(session, options, uploads=uploads)
tree_name = html.escape(session.tree_snapshot.get("name", "Troubleshooting Session"))
outcome_label = _get_outcome_label(session)
@@ -476,6 +498,19 @@ def generate_html_export(session: Session, options: SessionExport, supporting_da
html_parts.append('<h2>Evidence / Reference</h2>')
html_parts.append(f'<div class="scratchpad" style="white-space: pre-wrap; background: #f9f9f9; padding: 12px; border-radius: 4px; margin-bottom: 20px;">{html.escape(scratchpad)}</div>')
# File upload evidence
if uploads:
html_parts.append('<h3>Evidence</h3>')
html_parts.append('<div class="evidence-grid" style="margin-bottom: 20px;">')
for upload in uploads:
name = html.escape(upload["filename"])
url = html.escape(upload["url"])
if upload.get("is_image"):
html_parts.append(f'<img src="{url}" alt="{name}" style="max-width: 400px; border-radius: 8px; display: block; margin-bottom: 8px;" />')
else:
html_parts.append(f'<p><a href="{url}">{name}</a></p>')
html_parts.append('</div>')
html_parts.append('<h2>Troubleshooting Steps</h2>')
decisions = session.decisions
@@ -541,10 +576,10 @@ def generate_html_export(session: Session, options: SessionExport, supporting_da
return "\n".join(html_parts)
def generate_psa_export(session: Session, options: SessionExport, supporting_data: list[dict] | None = None) -> str:
def generate_psa_export(session: Session, options: SessionExport, supporting_data: list[dict] | None = None, uploads: list[dict] | None = None) -> str:
"""Generate PSA/ticket note export optimized for ConnectWise and similar PSA tools."""
if _is_procedural_session(session):
return _generate_procedural_psa(session, options)
return _generate_procedural_psa(session, options, uploads=uploads)
lines = []
outcome_label = _get_outcome_label(session)
@@ -661,6 +696,13 @@ def generate_psa_export(session: Session, options: SessionExport, supporting_dat
scratchpad = getattr(session, 'scratchpad', '') or ''
lines.append(scratchpad.strip() if scratchpad.strip() else "None")
# File upload evidence
if uploads:
lines.append("")
lines.append("--- Evidence ---")
for upload in uploads:
lines.append(f"- {upload['filename']} — [{upload['url']}]")
# Branding footer
lines.append("")
lines.append("---")
@@ -682,7 +724,7 @@ def _get_session_variables(session: Session) -> dict[str, str]:
return {}
def _generate_procedural_markdown(session: Session, options: SessionExport) -> str:
def _generate_procedural_markdown(session: Session, options: SessionExport, uploads: list[dict] | None = None) -> str:
"""Generate markdown export for procedural sessions."""
lines = []
outcome_label = _get_outcome_label(session)
@@ -755,6 +797,21 @@ def _generate_procedural_markdown(session: Session, options: SessionExport) -> s
lines.append(outcome_notes.strip())
lines.append("")
# File upload evidence
if uploads:
lines.append("---")
lines.append("")
lines.append("## Evidence")
lines.append("")
for upload in uploads:
name = upload["filename"]
url = upload["url"]
if upload.get("is_image"):
lines.append(f"- ![{name}]({url})")
else:
lines.append(f"- [{name}]({url})")
lines.append("")
# Branding footer
lines.append("---")
lines.append("Generated with ResolutionFlow — https://resolutionflow.com")
@@ -762,7 +819,7 @@ def _generate_procedural_markdown(session: Session, options: SessionExport) -> s
return "\n".join(lines)
def _generate_procedural_text(session: Session, options: SessionExport) -> str:
def _generate_procedural_text(session: Session, options: SessionExport, uploads: list[dict] | None = None) -> str:
"""Generate plain text export for procedural sessions."""
lines = []
outcome_label = _get_outcome_label(session)
@@ -824,6 +881,13 @@ def _generate_procedural_text(session: Session, options: SessionExport) -> str:
lines.append("-" * 20)
lines.append(outcome_notes.strip())
# File upload evidence
if uploads:
lines.append("")
lines.append("--- Evidence ---")
for upload in uploads:
lines.append(f"- {upload['filename']}: {upload['url']}")
# Branding footer
lines.append("")
lines.append("---")
@@ -832,7 +896,7 @@ def _generate_procedural_text(session: Session, options: SessionExport) -> str:
return "\n".join(lines)
def _generate_procedural_html(session: Session, options: SessionExport) -> str:
def _generate_procedural_html(session: Session, options: SessionExport, uploads: list[dict] | None = None) -> str:
"""Generate HTML export for procedural sessions."""
tree_name = html.escape(session.tree_snapshot.get("name", "Procedure"))
outcome_label = _get_outcome_label(session)
@@ -914,6 +978,19 @@ def _generate_procedural_html(session: Session, options: SessionExport) -> str:
html_parts.append('<h2>Notes</h2>')
html_parts.append(f'<div style="white-space: pre-wrap;">{html.escape(outcome_notes.strip())}</div>')
# File upload evidence
if uploads:
html_parts.append('<h3>Evidence</h3>')
html_parts.append('<div class="evidence-grid" style="margin-bottom: 20px;">')
for upload in uploads:
name = html.escape(upload["filename"])
url = html.escape(upload["url"])
if upload.get("is_image"):
html_parts.append(f'<img src="{url}" alt="{name}" style="max-width: 400px; border-radius: 8px; display: block; margin-bottom: 8px;" />')
else:
html_parts.append(f'<p><a href="{url}">{name}</a></p>')
html_parts.append('</div>')
# Branding footer
html_parts.append('<hr style="margin-top: 32px; border: none; border-top: 1px solid #ddd;">')
html_parts.append('<p style="margin-top: 12px; font-size: 0.8em; color: #999; text-align: center;">Generated with <a href="https://resolutionflow.com" style="color: #06b6d4; text-decoration: none;">ResolutionFlow</a> — https://resolutionflow.com</p>')
@@ -922,7 +999,7 @@ def _generate_procedural_html(session: Session, options: SessionExport) -> str:
return "\n".join(html_parts)
def _generate_procedural_psa(session: Session, options: SessionExport) -> str:
def _generate_procedural_psa(session: Session, options: SessionExport, uploads: list[dict] | None = None) -> str:
"""Generate PSA/ticket export for procedural sessions."""
lines = []
outcome_label = _get_outcome_label(session)
@@ -987,6 +1064,13 @@ def _generate_procedural_psa(session: Session, options: SessionExport) -> str:
lines.append("--- TIME SPENT ---")
lines.append(f"Duration: {_format_duration(session.started_at, session.completed_at)}")
# File upload evidence
if uploads:
lines.append("")
lines.append("--- Evidence ---")
for upload in uploads:
lines.append(f"- {upload['filename']} — [{upload['url']}]")
# Branding footer
lines.append("")
lines.append("---")
@@ -1095,6 +1179,32 @@ async def generate_pdf_export(session: Session, options: SessionExport, db) -> b
for sd in supporting_data_rows
]
# Query file upload evidence
from app.models.file_upload import FileUpload
from app.services import storage_service
from app.core.config import settings as _settings
uploads_for_export: list[dict] = []
if _settings.STORAGE_ENDPOINT:
try:
uploads_result = await db.execute(
sa_select(FileUpload)
.where(FileUpload.session_id == session.id)
.order_by(FileUpload.created_at)
)
upload_rows = uploads_result.scalars().all()
for u in upload_rows:
try:
url = storage_service.get_presigned_url(u.storage_key)
uploads_for_export.append({
"filename": u.filename,
"url": url,
"is_image": u.content_type.startswith("image/"),
})
except Exception:
pass # Skip individual uploads that fail URL generation
except Exception:
pass # Storage errors should not fail the export
# Calculate duration and format outcome
duration = _format_duration(session.started_at, session.completed_at)
session_date = session.started_at.strftime("%Y-%m-%d %H:%M")
@@ -1172,6 +1282,7 @@ async def generate_pdf_export(session: Session, options: SessionExport, db) -> b
summary=summary_text,
steps=steps,
supporting_data=supporting_data,
uploads=uploads_for_export,
generated_at=generated_at,
)

View File

@@ -362,5 +362,24 @@
</div>
{% endif %}
<!-- File Upload Evidence -->
{% if uploads %}
<div class="supporting-data">
<div class="section-title">Evidence</div>
<div style="display: flex; flex-wrap: wrap; gap: 12px;">
{% for upload in uploads %}
<div style="margin-bottom: 8px;">
{% if upload.is_image %}
<img src="{{ upload.url }}" alt="{{ upload.filename }}" style="max-width: 400px; border-radius: 8px; display: block; margin-bottom: 4px;" />
<div style="font-size: 0.8em; color: #666;">{{ upload.filename }}</div>
{% else %}
<a href="{{ upload.url }}" style="color: #06b6d4;">{{ upload.filename }}</a>
{% endif %}
</div>
{% endfor %}
</div>
</div>
{% endif %}
</body>
</html>

View File

@@ -43,8 +43,23 @@ export const aiSessionsApi = {
return response.data
},
async listSessions(params?: { status?: string; skip?: number; limit?: number }): Promise<AISessionSummary[]> {
const response = await apiClient.get<AISessionSummary[]>('/ai-sessions', { params })
async listSessions(params?: {
status?: string
skip?: number
limit?: number
problem_domain?: string
matched_flow_id?: string
confidence_tier?: string
ticket_id?: string
date_from?: string
date_to?: string
q?: string
}): Promise<AISessionSummary[]> {
// Strip empty string values so they aren't sent as empty query params
const cleanParams = params
? Object.fromEntries(Object.entries(params).filter(([, v]) => v !== '' && v !== undefined))
: undefined
const response = await apiClient.get<AISessionSummary[]>('/ai-sessions', { params: cleanParams })
return response.data
},

View File

@@ -1,4 +1,5 @@
import { useEffect, useState, useRef, useCallback } from 'react'
import { Search } from 'lucide-react'
import { Link, useNavigate, useSearchParams } from 'react-router-dom'
import { PageMeta } from '@/components/common/PageMeta'
import { sessionsApi } from '@/api/sessions'
@@ -24,6 +25,13 @@ export function SessionHistoryPage() {
const [sessionType, setSessionType] = useState<'flow' | 'ai'>('flow')
const [aiSessions, setAiSessions] = useState<AISessionSummary[]>([])
const [aiLoading, setAiLoading] = useState(false)
const [aiFilters, setAiFilters] = useState({
q: '',
problem_domain: '',
confidence_tier: '',
date_from: '',
date_to: '',
})
const [sessions, setSessions] = useState<Session[]>([])
const [hasMore, setHasMore] = useState(false)
@@ -147,14 +155,21 @@ export function SessionHistoryPage() {
setSearchParams(params, { replace: true })
}, [filters, setSearchParams])
// Load AI sessions when tab is active
// Load AI sessions when tab is active or filters change
useEffect(() => {
if (sessionType !== 'ai') return
let cancelled = false
const loadAiSessions = async () => {
setAiLoading(true)
try {
const data = await aiSessionsApi.listSessions({ limit: 50 })
const data = await aiSessionsApi.listSessions({
limit: 50,
q: aiFilters.q || undefined,
problem_domain: aiFilters.problem_domain || undefined,
confidence_tier: aiFilters.confidence_tier || undefined,
date_from: aiFilters.date_from || undefined,
date_to: aiFilters.date_to || undefined,
})
if (!cancelled) setAiSessions(data)
} catch {
if (!cancelled) toast.error('Failed to load AI sessions')
@@ -164,7 +179,7 @@ export function SessionHistoryPage() {
}
loadAiSessions()
return () => { cancelled = true }
}, [sessionType])
}, [sessionType, aiFilters])
const handleFilterChange = (newFilters: SessionFilterState) => {
setFilters(newFilters)
@@ -300,30 +315,131 @@ export function SessionHistoryPage() {
{/* AI Sessions view */}
{sessionType === 'ai' && (
aiLoading ? (
<div className="flex justify-center py-12">
<Spinner />
</div>
) : aiSessions.length === 0 ? (
<EmptyState
title="No AI sessions yet"
description="Start a FlowPilot session to get AI-guided troubleshooting. Sessions will appear here."
action={
<Link
to="/pilot"
className="inline-flex items-center gap-2 rounded-[10px] bg-gradient-brand px-5 py-2.5 text-sm font-semibold text-[#101114] shadow-lg shadow-primary/20 hover:opacity-90 active:scale-[0.97] transition-all"
<>
{/* AI Session Filter Bar */}
<div className="glass-card-static p-3 mb-4">
<div className="flex flex-wrap gap-3 items-center">
{/* Search input */}
<div className="relative flex-1 min-w-[180px]">
<Search className="absolute left-2.5 top-1/2 -translate-y-1/2 h-3.5 w-3.5 text-muted-foreground pointer-events-none" />
<input
type="text"
value={aiFilters.q}
onChange={(e) => setAiFilters((f) => ({ ...f, q: e.target.value }))}
placeholder="Search sessions..."
className="w-full rounded-lg border border-border bg-card pl-8 pr-3 py-1.5 text-sm text-foreground placeholder:text-muted-foreground focus:border-[rgba(6,182,212,0.3)] focus:outline-none"
/>
</div>
{/* Problem domain dropdown */}
<select
value={aiFilters.problem_domain}
onChange={(e) => setAiFilters((f) => ({ ...f, problem_domain: e.target.value }))}
title="Filter by problem domain"
className="rounded-lg border border-border bg-card px-3 py-1.5 text-sm text-foreground focus:border-[rgba(6,182,212,0.3)] focus:outline-none [&>option]:bg-[#1a1c21] [&>option]:text-foreground"
>
Start AI Session
</Link>
}
/>
) : (
<div className="space-y-2">
{aiSessions.map((s) => (
<AISessionListItem key={s.id} session={s} />
))}
<option value="">All domains</option>
<option value="Active Directory">Active Directory</option>
<option value="Networking">Networking</option>
<option value="Microsoft 365">Microsoft 365</option>
<option value="Hardware">Hardware</option>
<option value="Security">Security</option>
<option value="Email">Email</option>
<option value="Printing">Printing</option>
<option value="VPN / Remote Access">VPN / Remote Access</option>
<option value="Cloud Services">Cloud Services</option>
<option value="Other">Other</option>
</select>
{/* Confidence tier pills */}
<div className="flex gap-1">
{(['', 'guided', 'exploring', 'discovery'] as const).map((tier) => (
<button
key={tier}
onClick={() => setAiFilters((f) => ({ ...f, confidence_tier: tier }))}
className={cn(
'rounded-full border px-3 py-1 text-xs font-label transition-colors',
aiFilters.confidence_tier === tier
? 'bg-primary/10 text-foreground border-primary/30'
: 'bg-card text-muted-foreground border-border hover:text-foreground hover:border-[rgba(255,255,255,0.12)]'
)}
>
{tier === '' ? 'All' : tier.charAt(0).toUpperCase() + tier.slice(1)}
</button>
))}
</div>
{/* Date range inputs */}
<div className="flex items-center gap-2">
<input
type="date"
value={aiFilters.date_from}
onChange={(e) => setAiFilters((f) => ({ ...f, date_from: e.target.value }))}
title="From date"
className="rounded-lg border border-border bg-card px-3 py-1.5 text-sm text-foreground focus:border-[rgba(6,182,212,0.3)] focus:outline-none [color-scheme:dark]"
/>
<span className="text-xs text-muted-foreground">to</span>
<input
type="date"
value={aiFilters.date_to}
onChange={(e) => setAiFilters((f) => ({ ...f, date_to: e.target.value }))}
title="To date"
className="rounded-lg border border-border bg-card px-3 py-1.5 text-sm text-foreground focus:border-[rgba(6,182,212,0.3)] focus:outline-none [color-scheme:dark]"
/>
</div>
{/* Clear filters */}
{(aiFilters.q || aiFilters.problem_domain || aiFilters.confidence_tier || aiFilters.date_from || aiFilters.date_to) && (
<button
onClick={() => setAiFilters({ q: '', problem_domain: '', confidence_tier: '', date_from: '', date_to: '' })}
className="text-xs text-muted-foreground hover:text-foreground transition-colors"
>
Clear
</button>
)}
</div>
</div>
)
{aiLoading ? (
<div className="flex justify-center py-12">
<Spinner />
</div>
) : aiSessions.length === 0 ? (
(aiFilters.q || aiFilters.problem_domain || aiFilters.confidence_tier || aiFilters.date_from || aiFilters.date_to) ? (
<EmptyState
title="No sessions match your filters"
description="Try adjusting your search or filters."
action={
<button
onClick={() => setAiFilters({ q: '', problem_domain: '', confidence_tier: '', date_from: '', date_to: '' })}
className="text-foreground hover:underline text-sm"
>
Clear all filters
</button>
}
/>
) : (
<EmptyState
title="No AI sessions yet"
description="Start a FlowPilot session to get AI-guided troubleshooting. Sessions will appear here."
action={
<Link
to="/pilot"
className="inline-flex items-center gap-2 rounded-[10px] bg-gradient-brand px-5 py-2.5 text-sm font-semibold text-[#101114] shadow-lg shadow-primary/20 hover:opacity-90 active:scale-[0.97] transition-all"
>
Start AI Session
</Link>
}
/>
)
) : (
<div className="space-y-2">
{aiSessions.map((s) => (
<AISessionListItem key={s.id} session={s} />
))}
</div>
)}
</>
)}
{/* Flow Sessions Content */}