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

@@ -187,6 +187,23 @@ export function SessionDocView({
))}
</div>
{/* Follow-up recommendations */}
{documentation.follow_up_recommendations.length > 0 && (
<div className="card-flat p-3 sm:p-4">
<h4 className="font-sans text-xs text-[0.625rem] uppercase tracking-wider text-muted-foreground mb-2">
Follow-up
</h4>
<ul className="space-y-1">
{documentation.follow_up_recommendations.map((rec, i) => (
<li key={i} className="flex items-start gap-2 text-sm text-foreground">
<span className="mt-1.5 h-1.5 w-1.5 shrink-0 rounded-full bg-primary" />
{rec}
</li>
))}
</ul>
</div>
)}
{/* Rating */}
{onRate && (
<div className="card-flat p-3 sm:p-4 text-center">