Files
resolutionflow/backend/app/services/resolution_output_generator.py
chihlasm f4143e52a1 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>
2026-04-05 15:18:31 +00:00

155 lines
5.9 KiB
Python

"""Resolution output generator — three deliverables on session resolve."""
import logging
from typing import Any
from uuid import UUID
from sqlalchemy import select
from sqlalchemy.ext.asyncio import AsyncSession
from app.models.ai_session import AISession
from app.models.session_resolution_output import SessionResolutionOutput
from app.services.assistant_chat_service import _call_ai
logger = logging.getLogger(__name__)
RESOLUTION_MODEL = "claude-sonnet-4-6"
class ResolutionOutputGenerator:
def __init__(self, db: AsyncSession):
self.db = db
async def generate_all(self, session_id: UUID) -> list[SessionResolutionOutput]:
result = await self.db.execute(
select(AISession).where(AISession.id == session_id)
)
session = result.scalar_one_or_none()
if not session:
raise ValueError(f"Session {session_id} not found")
context = self._build_session_context(session)
outputs = []
for output_type, prompt in [
("psa_ticket_notes", self._psa_notes_prompt(context)),
("knowledge_base", self._kb_article_prompt(context)),
("client_summary", self._client_summary_prompt(context)),
]:
content, _, _ = await _call_ai(
system_base="You are a technical documentation assistant for MSP teams.",
rag_context="",
history=[],
new_message=prompt,
max_tokens=2048,
)
output = SessionResolutionOutput(
session_id=session_id,
output_type=output_type,
generated_content=content,
status="draft",
generated_by_model=RESOLUTION_MODEL,
)
self.db.add(output)
outputs.append(output)
await self.db.flush()
return outputs
async def edit_output(self, output_id: UUID, edited_content: str) -> SessionResolutionOutput:
result = await self.db.execute(
select(SessionResolutionOutput).where(SessionResolutionOutput.id == output_id)
)
output = result.scalar_one_or_none()
if not output:
raise ValueError(f"Output {output_id} not found")
output.edited_content = edited_content
await self.db.flush()
return output
async def push_output(self, output_id: UUID, destination: str) -> SessionResolutionOutput:
result = await self.db.execute(
select(SessionResolutionOutput).where(SessionResolutionOutput.id == output_id)
)
output = result.scalar_one_or_none()
if not output:
raise ValueError(f"Output {output_id} not found")
from datetime import datetime, timezone
output.status = "pushed"
output.pushed_to = destination
output.pushed_at = datetime.now(timezone.utc)
await self.db.flush()
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'}",
]
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:
return (
f"Generate professional PSA ticket notes for this resolved troubleshooting session.\n"
f"Format as structured markdown with: Problem, Diagnostic Steps, Resolution, Recommendations.\n\n{context}"
)
def _kb_article_prompt(self, context: str) -> str:
return (
f"Generate a knowledge base article draft from this resolved session.\n"
f"Include: Symptoms, Root Cause, Resolution Steps, Things to Rule Out First.\n\n{context}"
)
def _client_summary_prompt(self, context: str) -> str:
return (
f"Generate a non-technical summary for the end user/client.\n"
f"Explain what was wrong and what was done to fix it in plain language.\n"
f"No jargon. 2-3 paragraphs max.\n\n{context}"
)