Files
resolutionflow/frontend/src/components/assistant/ConcludeSessionModal.tsx
chihlasm 0fb1ef33a0 feat: AI chat conclusion + survey completion & management (#95)
* fix: increase assistant chat input height from 1 to 3 rows

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add Anthropic prompt caching to assistant chat

Cache the static system prompt and conversation history prefix across
turns, reducing input token costs by ~80% on multi-turn conversations.
RAG context is intentionally uncached since it changes per query.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add Microsoft Learn MCP integration + refine assistant system prompt

- Integrate Microsoft Learn MCP server via Anthropic's MCP connector
  for real-time documentation lookups (docs search, fetch, code samples)
- Refine system prompt: clear persona, structured answer guidelines,
  when to use RAG flows vs Microsoft Learn, guardrails against fabrication
- Add ENABLE_MCP_MICROSOFT_LEARN config toggle (default: True)
- Fix bugs from prior edit: wrong MCP URL, broken indentation, undefined
  usage/token variables, NOT_GIVEN for disabled MCP params
- Log MCP tool usage and cache performance

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: AI chat session conclusion + survey completion & management

AI Assistant - Conclude Session:
- 3-step modal: select outcome (resolved/escalated/paused), add notes, AI-generated summary
- AI generates structured ticket notes from conversation transcript (PSA-ready format)
- Copy to clipboard for pasting into ticketing systems
- "Resume in New Chat" for paused sessions (pre-loads context into new chat)
- Backend: POST /chats/{id}/conclude endpoint, conclusion_summary/outcome/concluded_at fields
- Migration 048: add conclusion fields to assistant_chats

Survey Completion Flow:
- Email-to-self option after submission (branded HTML email with formatted responses)
- Finish button navigates to /survey/thank-you page
- Thank you page with close-window message and feedback email callout
- Already-submitted state updated with same messaging
- Backend: POST /survey/email-copy public endpoint

Survey Admin Management:
- Read/unread indicators (cyan dot, bold name, auto-mark on expand)
- Unread count stat card
- Per-row context menu: mark read/unread, archive/unarchive, delete
- Bulk actions bar: select all, mark read/unread, archive, delete
- Show Archived toggle to filter archived responses
- Backend: 7 new admin endpoints (read, unread, archive, unarchive, delete, bulk)
- Migration 049: add is_read, archived_at to survey_responses

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: initialize VerifyEmailPage state from token to avoid setState in effect

Moves the no-token error case from useEffect into initial state to satisfy
the react-hooks/set-state-in-effect ESLint rule.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-05 22:43:02 -05:00

422 lines
15 KiB
TypeScript

import { useState, useEffect } from 'react'
import {
X,
CheckCircle2,
ArrowUpRight,
Pause,
Loader2,
Copy,
Check,
RefreshCw,
ClipboardList,
Sparkles,
} from 'lucide-react'
import { cn } from '@/lib/utils'
import { MarkdownContent } from '@/components/ui/MarkdownContent'
type ConclusionOutcome = 'resolved' | 'escalated' | 'paused'
interface ConcludeSessionModalProps {
isOpen: boolean
onClose: () => void
onConclude: (outcome: ConclusionOutcome, notes: string) => Promise<string>
onResumeNew: (summary: string) => void
chatTitle: string
}
const OUTCOMES: { value: ConclusionOutcome; label: string; description: string; icon: typeof CheckCircle2; color: string; bg: string; border: string }[] = [
{
value: 'resolved',
label: 'Resolved',
description: 'Issue has been fixed or answered',
icon: CheckCircle2,
color: 'text-emerald-400',
bg: 'bg-emerald-400/10',
border: 'border-emerald-400/30',
},
{
value: 'escalated',
label: 'Escalate',
description: 'Needs to be handed off or escalated',
icon: ArrowUpRight,
color: 'text-amber-400',
bg: 'bg-amber-400/10',
border: 'border-amber-400/30',
},
{
value: 'paused',
label: 'Paused',
description: 'Continuing later — saving progress',
icon: Pause,
color: 'text-blue-400',
bg: 'bg-blue-400/10',
border: 'border-blue-400/30',
},
]
type ModalStep = 'select-outcome' | 'add-notes' | 'summary'
export function ConcludeSessionModal({
isOpen,
onClose,
onConclude,
onResumeNew,
chatTitle,
}: ConcludeSessionModalProps) {
const [step, setStep] = useState<ModalStep>('select-outcome')
const [outcome, setOutcome] = useState<ConclusionOutcome | null>(null)
const [notes, setNotes] = useState('')
const [summary, setSummary] = useState('')
const [generating, setGenerating] = useState(false)
const [copied, setCopied] = useState(false)
const [error, setError] = useState<string | null>(null)
// Reset state when modal opens
useEffect(() => {
if (isOpen) {
setStep('select-outcome')
setOutcome(null)
setNotes('')
setSummary('')
setGenerating(false)
setCopied(false)
setError(null)
}
}, [isOpen])
const handleOutcomeSelect = (selected: ConclusionOutcome) => {
setOutcome(selected)
setStep('add-notes')
}
const handleGenerate = async () => {
if (!outcome) return
setGenerating(true)
setError(null)
try {
const result = await onConclude(outcome, notes)
setSummary(result)
setStep('summary')
} catch {
setError('Failed to generate summary. Please try again.')
} finally {
setGenerating(false)
}
}
const handleCopy = async () => {
try {
await navigator.clipboard.writeText(summary)
setCopied(true)
setTimeout(() => setCopied(false), 2000)
} catch {
// Fallback
const textarea = document.createElement('textarea')
textarea.value = summary
document.body.appendChild(textarea)
textarea.select()
document.execCommand('copy')
document.body.removeChild(textarea)
setCopied(true)
setTimeout(() => setCopied(false), 2000)
}
}
const handleResumeNew = () => {
onResumeNew(summary)
onClose()
}
if (!isOpen) return null
const selectedOutcome = OUTCOMES.find(o => o.value === outcome)
return (
<div className="fixed inset-0 z-50 flex items-center justify-center">
{/* Backdrop */}
<div
className="absolute inset-0 bg-black/60 backdrop-blur-sm"
onClick={onClose}
/>
{/* Modal */}
<div
className="relative w-full max-w-2xl mx-4 glass-card-static overflow-hidden animate-in fade-in zoom-in-95 duration-200"
style={{
maxHeight: 'calc(100vh - 4rem)',
display: 'flex',
flexDirection: 'column',
}}
>
{/* Header */}
<div
className="flex items-center justify-between px-6 py-4 border-b shrink-0"
style={{ borderColor: 'var(--glass-border)' }}
>
<div className="flex items-center gap-3">
<div className="w-9 h-9 rounded-xl bg-primary/10 flex items-center justify-center">
<ClipboardList size={18} className="text-primary" />
</div>
<div>
<h2 className="text-base font-heading font-semibold text-foreground">
Conclude Session
</h2>
<p className="text-xs text-muted-foreground truncate max-w-[300px]">
{chatTitle}
</p>
</div>
</div>
<button
onClick={onClose}
className="p-2 rounded-lg hover:bg-[rgba(255,255,255,0.06)] text-muted-foreground hover:text-foreground transition-colors"
>
<X size={18} />
</button>
</div>
{/* Step indicator */}
<div
className="px-6 py-3 border-b shrink-0 flex items-center gap-2"
style={{ borderColor: 'var(--glass-border)' }}
>
{(['select-outcome', 'add-notes', 'summary'] as ModalStep[]).map((s, i) => (
<div key={s} className="flex items-center gap-2">
{i > 0 && (
<div
className={cn(
'w-8 h-px',
step === s || (i === 1 && step === 'summary') || (i === 2 && step === 'summary')
? 'bg-primary/40'
: 'bg-[rgba(255,255,255,0.06)]'
)}
/>
)}
<div
className={cn(
'w-6 h-6 rounded-full flex items-center justify-center text-[0.6875rem] font-label font-medium transition-colors',
step === s
? 'bg-gradient-brand text-[#101114]'
: (i < ['select-outcome', 'add-notes', 'summary'].indexOf(step))
? 'bg-primary/20 text-primary'
: 'bg-[rgba(255,255,255,0.06)] text-muted-foreground'
)}
>
{i + 1}
</div>
<span
className={cn(
'text-xs font-label',
step === s ? 'text-foreground' : 'text-muted-foreground'
)}
>
{s === 'select-outcome' ? 'Outcome' : s === 'add-notes' ? 'Notes' : 'Summary'}
</span>
</div>
))}
</div>
{/* Content */}
<div className="flex-1 overflow-y-auto px-6 py-5">
{/* Step 1: Select Outcome */}
{step === 'select-outcome' && (
<div className="space-y-3">
<p className="text-sm text-muted-foreground mb-4">
How did this session end?
</p>
{OUTCOMES.map(o => {
const Icon = o.icon
return (
<button
key={o.value}
onClick={() => handleOutcomeSelect(o.value)}
className={cn(
'w-full flex items-center gap-4 p-4 rounded-xl border transition-all text-left',
'hover:scale-[1.01] active:scale-[0.99]',
'bg-[rgba(255,255,255,0.02)] border-[rgba(255,255,255,0.06)]',
'hover:border-[rgba(255,255,255,0.12)] hover:bg-[rgba(255,255,255,0.04)]'
)}
>
<div className={cn('w-10 h-10 rounded-xl flex items-center justify-center', o.bg)}>
<Icon size={20} className={o.color} />
</div>
<div>
<span className="text-sm font-semibold text-foreground block">{o.label}</span>
<span className="text-xs text-muted-foreground">{o.description}</span>
</div>
</button>
)
})}
</div>
)}
{/* Step 2: Add Notes */}
{step === 'add-notes' && selectedOutcome && (
<div className="space-y-4">
{/* Selected outcome badge */}
<div className="flex items-center gap-2">
<div className={cn('px-3 py-1.5 rounded-lg flex items-center gap-2 text-xs font-label', selectedOutcome.bg, selectedOutcome.border, 'border')}>
<selectedOutcome.icon size={14} className={selectedOutcome.color} />
<span className={selectedOutcome.color}>{selectedOutcome.label}</span>
</div>
<button
onClick={() => setStep('select-outcome')}
className="text-xs text-muted-foreground hover:text-foreground transition-colors"
>
Change
</button>
</div>
<div>
<label className="font-label text-[0.625rem] uppercase tracking-[0.1em] text-muted-foreground block mb-2">
Additional Notes (optional)
</label>
<textarea
value={notes}
onChange={e => setNotes(e.target.value)}
placeholder={
outcome === 'resolved'
? 'Any additional context about the resolution...'
: outcome === 'escalated'
? 'Reason for escalation, who to assign to...'
: 'What still needs to be done, where you left off...'
}
rows={4}
className="w-full resize-none rounded-xl border bg-card text-foreground text-sm placeholder:text-muted-foreground px-4 py-3 focus:outline-none focus:border-[rgba(6,182,212,0.3)]"
style={{ borderColor: 'var(--glass-border)' }}
/>
</div>
{error && (
<div className="text-sm text-rose-400 bg-rose-400/10 border border-rose-400/20 rounded-lg px-4 py-2">
{error}
</div>
)}
</div>
)}
{/* Step 3: Summary */}
{step === 'summary' && (
<div className="space-y-4">
{/* Outcome badge */}
{selectedOutcome && (
<div className={cn('px-3 py-1.5 rounded-lg inline-flex items-center gap-2 text-xs font-label', selectedOutcome.bg, selectedOutcome.border, 'border')}>
<selectedOutcome.icon size={14} className={selectedOutcome.color} />
<span className={selectedOutcome.color}>{selectedOutcome.label}</span>
</div>
)}
{/* Generated summary */}
<div
className="rounded-xl border p-5 bg-[rgba(255,255,255,0.02)]"
style={{ borderColor: 'var(--glass-border)' }}
>
<div className="flex items-center justify-between mb-3">
<span className="font-label text-[0.625rem] uppercase tracking-[0.1em] text-muted-foreground flex items-center gap-1.5">
<Sparkles size={10} className="text-primary" />
Generated Ticket Notes
</span>
</div>
<div className="prose-sm text-foreground">
<MarkdownContent content={summary} className="text-[0.8125rem] leading-relaxed" />
</div>
</div>
</div>
)}
</div>
{/* Footer actions */}
<div
className="px-6 py-4 border-t shrink-0 flex items-center justify-between gap-3"
style={{ borderColor: 'var(--glass-border)' }}
>
{step === 'select-outcome' && (
<>
<div />
<button
onClick={onClose}
className="px-4 py-2 rounded-[10px] text-sm text-muted-foreground hover:text-foreground bg-[rgba(255,255,255,0.04)] border border-[rgba(255,255,255,0.06)] hover:border-[rgba(255,255,255,0.12)] transition-all"
>
Cancel
</button>
</>
)}
{step === 'add-notes' && (
<>
<button
onClick={() => setStep('select-outcome')}
className="px-4 py-2 rounded-[10px] text-sm text-muted-foreground hover:text-foreground bg-[rgba(255,255,255,0.04)] border border-[rgba(255,255,255,0.06)] hover:border-[rgba(255,255,255,0.12)] transition-all"
>
Back
</button>
<button
onClick={handleGenerate}
disabled={generating}
className="flex items-center gap-2 bg-gradient-brand text-[#101114] font-semibold text-sm rounded-[10px] px-5 py-2.5 hover:opacity-90 active:scale-[0.97] transition-all disabled:opacity-50"
>
{generating ? (
<>
<Loader2 size={15} className="animate-spin" />
Generating...
</>
) : (
<>
<Sparkles size={15} />
Generate Summary
</>
)}
</button>
</>
)}
{step === 'summary' && (
<>
<div className="flex items-center gap-2">
{outcome === 'paused' && (
<button
onClick={handleResumeNew}
className="flex items-center gap-2 px-4 py-2.5 rounded-[10px] text-sm font-medium text-blue-400 bg-blue-400/10 border border-blue-400/20 hover:bg-blue-400/15 transition-all"
>
<RefreshCw size={14} />
Resume in New Chat
</button>
)}
</div>
<div className="flex items-center gap-2">
<button
onClick={handleCopy}
className={cn(
'flex items-center gap-2 px-4 py-2.5 rounded-[10px] text-sm font-semibold transition-all',
copied
? 'bg-emerald-400/15 text-emerald-400 border border-emerald-400/30'
: 'bg-gradient-brand text-[#101114] hover:opacity-90 active:scale-[0.97]'
)}
>
{copied ? (
<>
<Check size={15} />
Copied!
</>
) : (
<>
<Copy size={15} />
Copy to Clipboard
</>
)}
</button>
<button
onClick={onClose}
className="px-4 py-2.5 rounded-[10px] text-sm text-muted-foreground hover:text-foreground bg-[rgba(255,255,255,0.04)] border border-[rgba(255,255,255,0.06)] hover:border-[rgba(255,255,255,0.12)] transition-all"
>
Done
</button>
</div>
</>
)}
</div>
</div>
</div>
)
}