feat: overhaul session documentation, PSA notes, and client communications

- Reformat PSA resolution/escalation notes: clean single-line header,
  steps with engineer responses inline, remove duplicate timing blocks,
  remove AI confidence section, add follow-up recommendations
- Standardize time display to decimal hours (e.g. 0.25 hrs) across all
  note formatters and status update context
- Add follow_up_recommendations to SessionDocumentation schema and
  surface in SessionDocView; extracted from resolution suggestion steps
- Add _build_what_we_know() helper: uses session.evidence_items when
  cockpit branch merges, falls back to deriving findings from steps
- Fix option label lookup in generate_status_update (was passing raw
  machine values to AI instead of human-readable labels)
- Add 'What We Know' section to status update ticket notes prompt
- Improve _build_session_context in resolution_output_generator to
  include intake text and full step details instead of truncated chat
- Add request_info audience type: client-facing information request
  that skips the length step and generates a numbered question list
- Improve client_update and email_draft prompts with per-context
  guidance (status/resolution/escalation) and fix escalation subject
  line from 'Specialist Review' to 'Specialist Assistance'

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
chihlasm
2026-04-05 15:18:31 +00:00
parent 22baad7992
commit f4143e52a1
7 changed files with 352 additions and 172 deletions

View File

@@ -83,19 +83,55 @@ class ResolutionOutputGenerator:
return output
def _build_session_context(self, session: AISession) -> str:
intake = session.intake_content or {}
intake_text = intake.get("text", "") or str(intake)
parts = [
f"Problem: {session.problem_summary or 'Unknown'}",
f"Domain: {session.problem_domain or 'Unknown'}",
f"Original intake: {intake_text[:300]}",
f"Resolution: {session.resolution_summary or 'Not specified'}",
f"Steps taken: {session.step_count}",
]
msgs = session.conversation_messages or []
if msgs:
parts.append("\nConversation highlights:")
for msg in msgs[-10:]:
role = msg.get("role", "unknown")
content = msg.get("content", "")[:200]
parts.append(f" [{role}]: {content}")
steps = sorted(session.steps or [], key=lambda s: s.step_order)
diagnostic = []
follow_ups: list[str] = []
for step in steps:
content = step.content or {}
step_type = content.get("type", "")
if step_type == "resolution_suggestion":
recs = content.get("follow_up_recommendations", [])
if isinstance(recs, list):
follow_ups.extend(recs)
continue
description = content.get("text", "").strip()
if not description:
continue
response = None
if step.was_skipped:
response = "skipped"
elif step.selected_option and step.options_presented:
for opt in step.options_presented:
if opt.get("value") == step.selected_option:
response = opt.get("label", step.selected_option)
break
else:
response = step.selected_option
elif step.selected_option:
response = step.selected_option
elif step.free_text_input:
response = step.free_text_input
entry = f" {step.step_order + 1}. {description}"
if response and response != "skipped":
entry += f"{response}"
diagnostic.append(entry)
if diagnostic:
parts.append("\nDiagnostic steps:")
parts.extend(diagnostic)
if follow_ups:
parts.append("\nRecommended follow-up:")
parts.extend(f" - {r}" for r in follow_ups)
return "\n".join(parts)
def _psa_notes_prompt(self, context: str) -> str: