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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@@ -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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