Add coach session review workflow
This commit is contained in:
Flatlogic Bot
parent
227ec4cb9a
commit
0e65518e41
@ -11,13 +11,21 @@ function isClientUser(req) {
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function portalClientIncludes() {
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return [
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{ model: db.sessions, as: "sessions", order: [["session_at", "DESC"]] },
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{ model: db.sessions, as: "sessions", where: { status: "shared" }, required: false, order: [["session_at", "DESC"]] },
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{ model: db.action_items, as: "action_items", order: [["due_at", "ASC"]] },
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{ model: db.resources, as: "resources", where: { is_shared: true }, required: false },
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{ model: db.prep_briefs, as: "prep_briefs", order: [["updatedAt", "DESC"]] },
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];
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}
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function splitActionItems(value) {
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return String(value || "")
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.split(/\n|;/)
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.map((item) => item.replace(/^[-*]\s*/, "").trim())
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.filter(Boolean)
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.slice(0, 8);
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}
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router.get(
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"/summary",
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wrapAsync(async (req, res) => {
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@ -137,6 +145,107 @@ router.post(
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}),
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);
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router.post(
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"/session-memory/save",
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wrapAsync(async (req, res) => {
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const data = req.body.data || req.body;
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if (!data.clientId) {
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res.status(400).send({ error: "client_id_required" });
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return;
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}
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const client = await db.clients.findByPk(data.clientId);
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if (!client) {
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res.status(404).send({ error: "client_not_found" });
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return;
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}
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const status = data.shareWithClient ? "shared" : "draft_review";
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const session = await db.sessions.create({
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clientId: data.clientId,
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title: data.title,
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session_at: data.session_at || new Date(),
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status,
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transcript_notes: data.transcript_notes,
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ai_summary: data.ai_summary,
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key_topics: data.key_topics,
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goals_discussed: data.goals_discussed,
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blockers: data.blockers,
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commitments: data.commitments,
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homework: data.homework,
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emotional_themes: data.emotional_themes,
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important_quotes: data.important_quotes,
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follow_up_email: data.follow_up_email,
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next_session_prep: data.next_session_prep,
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private_coach_notes: data.private_coach_notes,
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shared_client_notes: data.shared_client_notes,
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createdById: req.currentUser.id,
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updatedById: req.currentUser.id,
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});
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const actionTitles = splitActionItems(data.commitments || data.homework);
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for (const title of actionTitles) {
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await db.action_items.create({
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clientId: data.clientId,
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sessionId: session.id,
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title,
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status: "not_started",
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createdById: req.currentUser.id,
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updatedById: req.currentUser.id,
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});
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}
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await db.prep_briefs.create({
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clientId: data.clientId,
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sessionId: session.id,
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next_session_at: client.next_session_at,
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previous_summary: data.ai_summary,
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open_commitments: actionTitles.join("; "),
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suggested_questions: data.next_session_prep,
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sensitive_topics: data.blockers,
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status: "ready",
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createdById: req.currentUser.id,
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updatedById: req.currentUser.id,
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});
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const savedSession = await db.sessions.findByPk(session.id, {
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include: [
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{ model: db.clients, as: "client" },
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{ model: db.action_items, as: "action_items", order: [["createdAt", "ASC"]] },
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],
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});
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res.status(200).send(savedSession);
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}),
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);
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router.patch(
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"/sessions/:id/share",
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wrapAsync(async (req, res) => {
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const session = await db.sessions.findByPk(req.params.id);
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if (!session) {
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res.status(404).send({ error: "session_not_found" });
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return;
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}
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await session.update({
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shared_client_notes: req.body.shared_client_notes || session.shared_client_notes,
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status: "shared",
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updatedById: req.currentUser.id,
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});
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const savedSession = await db.sessions.findByPk(session.id, {
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include: [{ model: db.clients, as: "client" }],
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});
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res.status(200).send(savedSession);
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}),
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);
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router.post(
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"/session-memory/generate",
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wrapAsync(async (req, res) => {
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@ -20,13 +20,25 @@ type Client = {
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name: string;
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};
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type Session = {
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id: string;
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type MemoryDraft = {
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title?: string;
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ai_summary?: string;
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key_topics?: string;
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goals_discussed?: string;
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blockers?: string;
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commitments?: string;
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homework?: string;
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emotional_themes?: string;
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important_quotes?: string;
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follow_up_email?: string;
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next_session_prep?: string;
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private_coach_notes?: string;
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shared_client_notes?: string;
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};
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type Session = MemoryDraft & {
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id: string;
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status?: string;
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client?: Client;
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};
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@ -46,32 +58,73 @@ function Panel({
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);
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}
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function OutputBlock({
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title,
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children,
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function TextField({
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label,
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value,
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onChange,
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rows = 3,
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}: {
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title: string;
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children: React.ReactNode;
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label: string;
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value: string;
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onChange: (value: string) => void;
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rows?: number;
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}) {
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return (
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<div className='rounded-lg border border-[#19192d]/10 bg-[#fffdf9] p-5'>
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<p className='text-xs font-semibold uppercase tracking-[0.2em] text-[#b17a1e]'>
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{title}
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</p>
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<div className='mt-3 leading-6 text-[#72798a]'>{children}</div>
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</div>
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<label className='block'>
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<span className='text-xs font-semibold uppercase tracking-[0.18em] text-[#b17a1e]'>
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{label}
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</span>
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<textarea
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value={value}
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rows={rows}
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onChange={(event) => onChange(event.target.value)}
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className='mt-2 w-full rounded-lg border border-[#19192d]/10 bg-[#fffdf9] px-3 py-2 text-sm leading-6 text-[#19192d] outline-none focus:border-[#35b7a5] focus:ring-2 focus:ring-[#35b7a5]/15'
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/>
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</label>
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);
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}
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function StatusPill({ status }: { status?: string }) {
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const isShared = status === 'shared';
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return (
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<span
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className={`rounded-full px-3 py-1 text-xs font-semibold ${
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isShared
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? 'bg-[#f3fbf8] text-[#35b7a5]'
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: 'bg-[#fbf8f1] text-[#b17a1e]'
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}`}
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>
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{isShared ? 'Shared' : 'Coach draft'}
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</span>
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);
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}
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const emptyDraft: MemoryDraft = {
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title: '',
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ai_summary: '',
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key_topics: '',
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goals_discussed: '',
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blockers: '',
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commitments: '',
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homework: '',
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emotional_themes: '',
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important_quotes: '',
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follow_up_email: '',
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next_session_prep: '',
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private_coach_notes: '',
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shared_client_notes: '',
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};
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const SessionMemory = () => {
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const [clients, setClients] = React.useState<Client[]>([]);
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const [sessions, setSessions] = React.useState<Session[]>([]);
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const [clientId, setClientId] = React.useState('');
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const [transcript, setTranscript] = React.useState('');
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const [generatedMemory, setGeneratedMemory] = React.useState<Session | null>(
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null,
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);
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const [draft, setDraft] = React.useState<MemoryDraft>(emptyDraft);
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const [isGenerating, setIsGenerating] = React.useState(false);
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const [isSaving, setIsSaving] = React.useState(false);
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const [notice, setNotice] = React.useState('');
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async function loadData() {
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const [clientsResponse, sessionsResponse] = await Promise.all([
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@ -90,16 +143,79 @@ const SessionMemory = () => {
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loadData();
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}, []);
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function updateDraft(field: keyof MemoryDraft, value: string) {
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setDraft((current) => {
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return {
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...current,
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[field]: value,
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};
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});
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setNotice('');
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}
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async function generateMemory() {
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setIsGenerating(true);
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const response = await axios.post('/coaching/session-memory/generate', {
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clientId,
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transcript,
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});
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setGeneratedMemory(response.data);
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setDraft({
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...emptyDraft,
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...response.data,
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});
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setNotice('Draft generated. Review and edit before saving.');
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setIsGenerating(false);
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}
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async function saveMemory(shareWithClient: boolean) {
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setIsSaving(true);
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const response = await axios.post('/coaching/session-memory/save', {
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...draft,
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clientId,
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transcript_notes: transcript,
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shareWithClient,
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});
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setSessions((current) => [response.data, ...current]);
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setDraft(emptyDraft);
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setTranscript('');
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setNotice(
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shareWithClient
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? 'Session saved and shared with the client.'
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: 'Session saved as a coach draft.',
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);
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setIsSaving(false);
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}
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async function shareSession(session: Session) {
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const response = await axios.patch(`/coaching/sessions/${session.id}/share`, {
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shared_client_notes: session.shared_client_notes,
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});
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setSessions((current) =>
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current.map((currentSession) => {
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if (currentSession.id === session.id) {
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return response.data;
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}
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return currentSession;
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}),
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);
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setNotice('Session shared with the client.');
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}
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async function copyFollowUp() {
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await navigator.clipboard.writeText(draft.follow_up_email || '');
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setNotice('Follow-up copied.');
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}
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const hasDraft = Boolean(
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draft.title ||
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draft.ai_summary ||
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draft.follow_up_email ||
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draft.shared_client_notes,
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);
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return (
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<>
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<Head>
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@ -119,13 +235,18 @@ const SessionMemory = () => {
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prep.
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</h1>
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<p className='mt-2 max-w-3xl text-sm leading-6 text-[#fffdf9]'>
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Paste session notes or a transcript, generate structured output,
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then review and save the result before sharing anything with a
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client.
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Generate a structured draft, edit it as the coach, save it as a
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private draft, or share approved notes with the client portal.
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</p>
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</div>
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<div className='grid gap-4 xl:grid-cols-[0.85fr_1.15fr]'>
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{notice && (
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<div className='mb-4 rounded-lg border border-[#35b7a5]/20 bg-[#f3fbf8] px-4 py-3 text-sm font-semibold text-[#257f73]'>
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{notice}
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</div>
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)}
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<div className='grid gap-4 xl:grid-cols-[0.8fr_1.2fr]'>
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<Panel className='p-4'>
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<p className='text-xs font-semibold uppercase tracking-[0.22em] text-[#b17a1e]'>
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Raw session input
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@ -168,46 +289,105 @@ const SessionMemory = () => {
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</div>
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</Panel>
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<div className='space-y-6'>
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<div className='space-y-4'>
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<Panel className='p-4'>
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<div className='flex items-start justify-between gap-4'>
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<div>
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<p className='text-xs font-semibold uppercase tracking-[0.22em] text-[#b17a1e]'>
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AI draft
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Coach review
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</p>
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<h2 className='mt-2 text-lg font-semibold text-[#19192d]'>
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Review before sharing
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Edit the final memory
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</h2>
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</div>
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<span className='rounded-full bg-[#f3fbf8] px-3 py-1 text-xs font-semibold text-[#35b7a5]'>
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Coach approved
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<span className='rounded-full bg-[#fbf8f1] px-3 py-1 text-xs font-semibold text-[#b17a1e]'>
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Not shared until approved
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</span>
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</div>
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{generatedMemory ? (
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{hasDraft ? (
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<div className='mt-4 grid gap-4'>
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<OutputBlock title='Summary'>
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{generatedMemory.ai_summary}
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</OutputBlock>
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<OutputBlock title='Commitments and homework'>
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{generatedMemory.homework}
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</OutputBlock>
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<OutputBlock title='Follow-up email'>
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<p className='whitespace-pre-line'>
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{generatedMemory.follow_up_email}
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</p>
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</OutputBlock>
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<label className='block'>
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<span className='text-xs font-semibold uppercase tracking-[0.18em] text-[#b17a1e]'>
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Title
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</span>
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<input
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value={draft.title || ''}
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onChange={(event) =>
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updateDraft('title', event.target.value)
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}
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className='mt-2 w-full rounded-lg border border-[#19192d]/10 bg-[#fffdf9] px-3 py-2 text-sm text-[#19192d] outline-none focus:border-[#35b7a5] focus:ring-2 focus:ring-[#35b7a5]/15'
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/>
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</label>
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<TextField
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label='Summary'
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value={draft.ai_summary || ''}
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onChange={(value) => updateDraft('ai_summary', value)}
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rows={4}
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/>
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<TextField
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label='Commitments'
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value={draft.commitments || ''}
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onChange={(value) => updateDraft('commitments', value)}
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/>
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<TextField
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label='Homework'
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value={draft.homework || ''}
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onChange={(value) => updateDraft('homework', value)}
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/>
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<TextField
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label='Shared client notes'
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value={draft.shared_client_notes || ''}
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onChange={(value) =>
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updateDraft('shared_client_notes', value)
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}
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rows={4}
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/>
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<TextField
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label='Follow-up email'
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value={draft.follow_up_email || ''}
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onChange={(value) => updateDraft('follow_up_email', value)}
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rows={4}
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/>
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<TextField
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label='Next-session prep'
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value={draft.next_session_prep || ''}
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onChange={(value) =>
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updateDraft('next_session_prep', value)
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}
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/>
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<TextField
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label='Private coach notes'
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value={draft.private_coach_notes || ''}
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onChange={(value) =>
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updateDraft('private_coach_notes', value)
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}
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/>
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<div className='flex flex-wrap gap-3'>
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<button
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type='button'
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className='inline-flex items-center gap-2 rounded-full bg-[#35b7a5] px-3 py-1.5 text-sm font-semibold text-white'
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className='inline-flex items-center gap-2 rounded-full bg-[#19192d] px-3 py-1.5 text-sm font-semibold text-white disabled:opacity-50'
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disabled={isSaving}
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onClick={() => saveMemory(false)}
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>
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<BaseIcon path={mdiCheckCircleOutline} size={18} />
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Save final memory
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Save coach draft
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</button>
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<button
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type='button'
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className='inline-flex items-center gap-2 rounded-full bg-[#35b7a5] px-3 py-1.5 text-sm font-semibold text-white disabled:opacity-50'
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disabled={isSaving}
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onClick={() => saveMemory(true)}
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>
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<BaseIcon path={mdiSendOutline} size={18} />
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Save and share
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</button>
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<button
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type='button'
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className='inline-flex items-center gap-2 rounded-full border border-[#19192d]/10 bg-white px-3 py-1.5 text-sm font-semibold text-[#19192d]'
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onClick={copyFollowUp}
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>
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<BaseIcon path={mdiContentCopy} size={18} />
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Copy follow-up
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@ -222,10 +402,8 @@ const SessionMemory = () => {
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className='text-[#b17a1e]'
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/>
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<p className='mt-4 leading-6 text-[#72798a]'>
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Generate a structured memory through the AppWizzy AI
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proxy. The result should stay reviewable: summary,
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commitments, blockers, homework, follow-up, and prep for
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the next conversation.
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Generate memory from raw notes. The editable draft will
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||||
appear here before anything is saved or shared.
|
||||
</p>
|
||||
</div>
|
||||
)}
|
||||
@ -242,18 +420,26 @@ const SessionMemory = () => {
|
||||
<div key={session.id} className='p-5'>
|
||||
<div className='flex items-start justify-between gap-4'>
|
||||
<div>
|
||||
<p className='font-semibold text-[#19192d]'>
|
||||
{session.title}
|
||||
</p>
|
||||
<div className='flex flex-wrap items-center gap-2'>
|
||||
<p className='font-semibold text-[#19192d]'>
|
||||
{session.title}
|
||||
</p>
|
||||
<StatusPill status={session.status} />
|
||||
</div>
|
||||
<p className='mt-1 text-sm text-[#72798a]'>
|
||||
{session.client?.name}
|
||||
</p>
|
||||
</div>
|
||||
<BaseIcon
|
||||
path={mdiSendOutline}
|
||||
size={18}
|
||||
className='text-[#35b7a5]'
|
||||
/>
|
||||
{session.status !== 'shared' && (
|
||||
<button
|
||||
type='button'
|
||||
className='inline-flex items-center gap-2 rounded-full bg-[#35b7a5] px-3 py-1.5 text-sm font-semibold text-white'
|
||||
onClick={() => shareSession(session)}
|
||||
>
|
||||
<BaseIcon path={mdiSendOutline} size={18} />
|
||||
Share
|
||||
</button>
|
||||
)}
|
||||
</div>
|
||||
<p className='mt-3 leading-6 text-[#72798a]'>
|
||||
{session.ai_summary}
|
||||
|
||||
Loading…
x
Reference in New Issue
Block a user