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>
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@@ -187,6 +187,23 @@ export function SessionDocView({
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))}
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</div>
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{/* Follow-up recommendations */}
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{documentation.follow_up_recommendations.length > 0 && (
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<div className="card-flat p-3 sm:p-4">
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<h4 className="font-sans text-xs text-[0.625rem] uppercase tracking-wider text-muted-foreground mb-2">
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Follow-up
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</h4>
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<ul className="space-y-1">
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{documentation.follow_up_recommendations.map((rec, i) => (
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<li key={i} className="flex items-start gap-2 text-sm text-foreground">
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<span className="mt-1.5 h-1.5 w-1.5 shrink-0 rounded-full bg-primary" />
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{rec}
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</li>
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))}
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</ul>
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</div>
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)}
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{/* Rating */}
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{onRate && (
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<div className="card-flat p-3 sm:p-4 text-center">
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@@ -1,5 +1,5 @@
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import { useState } from 'react'
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import { FileText, User, Mail, Zap, AlignLeft, Copy, Check, RotateCcw, ArrowLeftRight, Loader2 } from 'lucide-react'
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import { FileText, User, Mail, HelpCircle, Zap, AlignLeft, Copy, Check, RotateCcw, ArrowLeftRight, Loader2 } from 'lucide-react'
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import { cn } from '@/lib/utils'
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import { toast } from '@/lib/toast'
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import type { StatusUpdateAudience, StatusUpdateLength, StatusUpdateContext, StatusUpdateResponse } from '@/types/ai-session'
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@@ -12,10 +12,11 @@ interface StatusUpdateModalProps {
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hasPsaTicket?: boolean
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}
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const AUDIENCES: { value: StatusUpdateAudience; icon: typeof FileText; label: string; description: string }[] = [
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const AUDIENCES: { value: StatusUpdateAudience; icon: typeof FileText; label: string; description: string; skipLength?: boolean }[] = [
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{ value: 'ticket_notes', icon: FileText, label: 'Ticket Notes', description: 'Technical, for your PSA' },
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{ value: 'client_update', icon: User, label: 'Client Update', description: 'Professional, non-technical' },
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{ value: 'email_draft', icon: Mail, label: 'Email Draft', description: 'Full email with subject line' },
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{ value: 'request_info', icon: HelpCircle, label: 'Request Information', description: 'Ask the client specific questions', skipLength: true },
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]
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const LENGTHS: { value: StatusUpdateLength; icon: typeof Zap; label: string; description: string }[] = [
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@@ -38,9 +39,24 @@ export function StatusUpdateModal({ open, onClose, onGenerate, context = 'status
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escalation: 'Share Escalation',
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}
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const handleAudienceSelect = (value: StatusUpdateAudience) => {
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const handleAudienceSelect = async (value: StatusUpdateAudience) => {
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setAudience(value)
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setStep('length')
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const opt = AUDIENCES.find(a => a.value === value)
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if (opt?.skipLength) {
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// Skip length selection — always concise for request_info
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setLength('quick')
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setStep('generating')
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try {
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const res = await onGenerate(value, 'quick', context)
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setResult(res)
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setStep('result')
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} catch {
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setStep('audience')
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setAudience(null)
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}
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} else {
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setStep('length')
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}
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}
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const handleLengthSelect = async (value: StatusUpdateLength) => {
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@@ -170,7 +186,7 @@ export function StatusUpdateModal({ open, onClose, onGenerate, context = 'status
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<div className="flex flex-col items-center justify-center py-8 gap-3">
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<Loader2 size={24} className="animate-spin text-blue-400" />
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<p className="text-sm text-muted-foreground">
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Generating {audience === 'email_draft' ? 'email draft' : audience === 'client_update' ? 'client update' : 'ticket notes'}...
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{audience === 'request_info' ? 'Drafting information request...' : audience === 'email_draft' ? 'Generating email draft...' : audience === 'client_update' ? 'Generating client update...' : 'Generating ticket notes...'}
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</p>
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</div>
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)}
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@@ -117,6 +117,7 @@ export interface SessionDocumentation {
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diagnostic_steps: DocumentationStep[]
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resolution_summary: string | null
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escalation_reason: string | null
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follow_up_recommendations: string[]
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total_steps: number
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duration_display: string | null
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generated_at: string
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@@ -131,7 +132,7 @@ export interface SessionCloseResponse {
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member_mapping_warning: string | null
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}
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export type StatusUpdateAudience = 'ticket_notes' | 'client_update' | 'email_draft'
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export type StatusUpdateAudience = 'ticket_notes' | 'client_update' | 'email_draft' | 'request_info'
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export type StatusUpdateLength = 'quick' | 'detailed'
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export type StatusUpdateContext = 'status' | 'resolution' | 'escalation'
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