Add coach session review workflow

backend/src/routes/coaching.js

@@ -11,13 +11,21 @@ function isClientUser(req) {
 
 function portalClientIncludes() {
   return [
-    { model: db.sessions, as: "sessions", order: [["session_at", "DESC"]] },
+    { model: db.sessions, as: "sessions", where: { status: "shared" }, required: false, order: [["session_at", "DESC"]] },
     { model: db.action_items, as: "action_items", order: [["due_at", "ASC"]] },
     { model: db.resources, as: "resources", where: { is_shared: true }, required: false },
     { model: db.prep_briefs, as: "prep_briefs", order: [["updatedAt", "DESC"]] },
   ];
 }
 
+function splitActionItems(value) {
+  return String(value || "")
+    .split(/\n|;/)
+    .map((item) => item.replace(/^[-*]\s*/, "").trim())
+    .filter(Boolean)
+    .slice(0, 8);
+}
+
 router.get(
   "/summary",
   wrapAsync(async (req, res) => {
@@ -137,6 +145,107 @@ router.post(
   }),
 );
 
+router.post(
+  "/session-memory/save",
+  wrapAsync(async (req, res) => {
+    const data = req.body.data || req.body;
+
+    if (!data.clientId) {
+      res.status(400).send({ error: "client_id_required" });
+      return;
+    }
+
+    const client = await db.clients.findByPk(data.clientId);
+
+    if (!client) {
+      res.status(404).send({ error: "client_not_found" });
+      return;
+    }
+
+    const status = data.shareWithClient ? "shared" : "draft_review";
+    const session = await db.sessions.create({
+      clientId: data.clientId,
+      title: data.title,
+      session_at: data.session_at || new Date(),
+      status,
+      transcript_notes: data.transcript_notes,
+      ai_summary: data.ai_summary,
+      key_topics: data.key_topics,
+      goals_discussed: data.goals_discussed,
+      blockers: data.blockers,
+      commitments: data.commitments,
+      homework: data.homework,
+      emotional_themes: data.emotional_themes,
+      important_quotes: data.important_quotes,
+      follow_up_email: data.follow_up_email,
+      next_session_prep: data.next_session_prep,
+      private_coach_notes: data.private_coach_notes,
+      shared_client_notes: data.shared_client_notes,
+      createdById: req.currentUser.id,
+      updatedById: req.currentUser.id,
+    });
+
+    const actionTitles = splitActionItems(data.commitments || data.homework);
+
+    for (const title of actionTitles) {
+      await db.action_items.create({
+        clientId: data.clientId,
+        sessionId: session.id,
+        title,
+        status: "not_started",
+        createdById: req.currentUser.id,
+        updatedById: req.currentUser.id,
+      });
+    }
+
+    await db.prep_briefs.create({
+      clientId: data.clientId,
+      sessionId: session.id,
+      next_session_at: client.next_session_at,
+      previous_summary: data.ai_summary,
+      open_commitments: actionTitles.join("; "),
+      suggested_questions: data.next_session_prep,
+      sensitive_topics: data.blockers,
+      status: "ready",
+      createdById: req.currentUser.id,
+      updatedById: req.currentUser.id,
+    });
+
+    const savedSession = await db.sessions.findByPk(session.id, {
+      include: [
+        { model: db.clients, as: "client" },
+        { model: db.action_items, as: "action_items", order: [["createdAt", "ASC"]] },
+      ],
+    });
+
+    res.status(200).send(savedSession);
+  }),
+);
+
+router.patch(
+  "/sessions/:id/share",
+  wrapAsync(async (req, res) => {
+    const session = await db.sessions.findByPk(req.params.id);
+
+    if (!session) {
+      res.status(404).send({ error: "session_not_found" });
+      return;
+    }
+
+    await session.update({
+      shared_client_notes: req.body.shared_client_notes || session.shared_client_notes,
+      status: "shared",
+      updatedById: req.currentUser.id,
+    });
+
+    const savedSession = await db.sessions.findByPk(session.id, {
+      include: [{ model: db.clients, as: "client" }],
+    });
+
+    res.status(200).send(savedSession);
+  }),
+);
+
 router.post(
   "/session-memory/generate",
   wrapAsync(async (req, res) => {

frontend/src/pages/session-memory.tsx

@@ -20,13 +20,25 @@ type Client = {
   name: string;
 };
 
-type Session = {
+type MemoryDraft = {
-  id: string;
   title?: string;
   ai_summary?: string;
   key_topics?: string;
+  goals_discussed?: string;
+  blockers?: string;
+  commitments?: string;
   homework?: string;
+  emotional_themes?: string;
+  important_quotes?: string;
   follow_up_email?: string;
+  next_session_prep?: string;
+  private_coach_notes?: string;
+  shared_client_notes?: string;
+};
+
+type Session = MemoryDraft & {
+  id: string;
+  status?: string;
   client?: Client;
 };
 
@@ -46,32 +58,73 @@ function Panel({
   );
 }
 
-function OutputBlock({
+function TextField({
-  title,
+  label,
-  children,
+  value,
+  onChange,
+  rows = 3,
 }: {
-  title: string;
+  label: string;
-  children: React.ReactNode;
+  value: string;
+  onChange: (value: string) => void;
+  rows?: number;
 }) {
   return (
-    <div className='rounded-lg border border-[#19192d]/10 bg-[#fffdf9] p-5'>
+    <label className='block'>
-      <p className='text-xs font-semibold uppercase tracking-[0.2em] text-[#b17a1e]'>
+      <span className='text-xs font-semibold uppercase tracking-[0.18em] text-[#b17a1e]'>
-        {title}
+        {label}
-      </p>
+      </span>
-      <div className='mt-3 leading-6 text-[#72798a]'>{children}</div>
+      <textarea
-    </div>
+        value={value}
+        rows={rows}
+        onChange={(event) => onChange(event.target.value)}
+        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'
+      />
+    </label>
   );
 }
 
+function StatusPill({ status }: { status?: string }) {
+  const isShared = status === 'shared';
+
+  return (
+    <span
+      className={`rounded-full px-3 py-1 text-xs font-semibold ${
+        isShared
+          ? 'bg-[#f3fbf8] text-[#35b7a5]'
+          : 'bg-[#fbf8f1] text-[#b17a1e]'
+      }`}
+    >
+      {isShared ? 'Shared' : 'Coach draft'}
+    </span>
+  );
+}
+
+const emptyDraft: MemoryDraft = {
+  title: '',
+  ai_summary: '',
+  key_topics: '',
+  goals_discussed: '',
+  blockers: '',
+  commitments: '',
+  homework: '',
+  emotional_themes: '',
+  important_quotes: '',
+  follow_up_email: '',
+  next_session_prep: '',
+  private_coach_notes: '',
+  shared_client_notes: '',
+};
+
 const SessionMemory = () => {
   const [clients, setClients] = React.useState<Client[]>([]);
   const [sessions, setSessions] = React.useState<Session[]>([]);
   const [clientId, setClientId] = React.useState('');
   const [transcript, setTranscript] = React.useState('');
-  const [generatedMemory, setGeneratedMemory] = React.useState<Session | null>(
+  const [draft, setDraft] = React.useState<MemoryDraft>(emptyDraft);
-    null,
-  );
   const [isGenerating, setIsGenerating] = React.useState(false);
+  const [isSaving, setIsSaving] = React.useState(false);
+  const [notice, setNotice] = React.useState('');
 
   async function loadData() {
     const [clientsResponse, sessionsResponse] = await Promise.all([
@@ -90,16 +143,79 @@ const SessionMemory = () => {
     loadData();
   }, []);
 
+  function updateDraft(field: keyof MemoryDraft, value: string) {
+    setDraft((current) => {
+      return {
+        ...current,
+        [field]: value,
+      };
+    });
+    setNotice('');
+  }
+
   async function generateMemory() {
     setIsGenerating(true);
     const response = await axios.post('/coaching/session-memory/generate', {
       clientId,
       transcript,
     });
-    setGeneratedMemory(response.data);
+    setDraft({
+      ...emptyDraft,
+      ...response.data,
+    });
+    setNotice('Draft generated. Review and edit before saving.');
     setIsGenerating(false);
   }
 
+  async function saveMemory(shareWithClient: boolean) {
+    setIsSaving(true);
+    const response = await axios.post('/coaching/session-memory/save', {
+      ...draft,
+      clientId,
+      transcript_notes: transcript,
+      shareWithClient,
+    });
+
+    setSessions((current) => [response.data, ...current]);
+    setDraft(emptyDraft);
+    setTranscript('');
+    setNotice(
+      shareWithClient
+        ? 'Session saved and shared with the client.'
+        : 'Session saved as a coach draft.',
+    );
+    setIsSaving(false);
+  }
+
+  async function shareSession(session: Session) {
+    const response = await axios.patch(`/coaching/sessions/${session.id}/share`, {
+      shared_client_notes: session.shared_client_notes,
+    });
+
+    setSessions((current) =>
+      current.map((currentSession) => {
+        if (currentSession.id === session.id) {
+          return response.data;
+        }
+
+        return currentSession;
+      }),
+    );
+    setNotice('Session shared with the client.');
+  }
+
+  async function copyFollowUp() {
+    await navigator.clipboard.writeText(draft.follow_up_email || '');
+    setNotice('Follow-up copied.');
+  }
+
+  const hasDraft = Boolean(
+    draft.title ||
+      draft.ai_summary ||
+      draft.follow_up_email ||
+      draft.shared_client_notes,
+  );
+
   return (
     <>
       <Head>
@@ -119,13 +235,18 @@ const SessionMemory = () => {
               prep.
             </h1>
             <p className='mt-2 max-w-3xl text-sm leading-6 text-[#fffdf9]'>
-              Paste session notes or a transcript, generate structured output,
+              Generate a structured draft, edit it as the coach, save it as a
-              then review and save the result before sharing anything with a
+              private draft, or share approved notes with the client portal.
-              client.
             </p>
           </div>
 
-          <div className='grid gap-4 xl:grid-cols-[0.85fr_1.15fr]'>
+          {notice && (
+            <div className='mb-4 rounded-lg border border-[#35b7a5]/20 bg-[#f3fbf8] px-4 py-3 text-sm font-semibold text-[#257f73]'>
+              {notice}
+            </div>
+          )}
+
+          <div className='grid gap-4 xl:grid-cols-[0.8fr_1.2fr]'>
             <Panel className='p-4'>
               <p className='text-xs font-semibold uppercase tracking-[0.22em] text-[#b17a1e]'>
                 Raw session input
@@ -168,46 +289,105 @@ const SessionMemory = () => {
               </div>
             </Panel>
 
-            <div className='space-y-6'>
+            <div className='space-y-4'>
               <Panel className='p-4'>
                 <div className='flex items-start justify-between gap-4'>
                   <div>
                     <p className='text-xs font-semibold uppercase tracking-[0.22em] text-[#b17a1e]'>
-                      AI draft
+                      Coach review
                     </p>
                     <h2 className='mt-2 text-lg font-semibold text-[#19192d]'>
-                      Review before sharing
+                      Edit the final memory
                     </h2>
                   </div>
-                  <span className='rounded-full bg-[#f3fbf8] px-3 py-1 text-xs font-semibold text-[#35b7a5]'>
+                  <span className='rounded-full bg-[#fbf8f1] px-3 py-1 text-xs font-semibold text-[#b17a1e]'>
-                    Coach approved
+                    Not shared until approved
                   </span>
                 </div>
 
-                {generatedMemory ? (
+                {hasDraft ? (
                   <div className='mt-4 grid gap-4'>
-                    <OutputBlock title='Summary'>
+                    <label className='block'>
-                      {generatedMemory.ai_summary}
+                      <span className='text-xs font-semibold uppercase tracking-[0.18em] text-[#b17a1e]'>
-                    </OutputBlock>
+                        Title
-                    <OutputBlock title='Commitments and homework'>
+                      </span>
-                      {generatedMemory.homework}
+                      <input
-                    </OutputBlock>
+                        value={draft.title || ''}
-                    <OutputBlock title='Follow-up email'>
+                        onChange={(event) =>
-                      <p className='whitespace-pre-line'>
+                          updateDraft('title', event.target.value)
-                        {generatedMemory.follow_up_email}
+                        }
-                      </p>
+                        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'
-                    </OutputBlock>
+                      />
+                    </label>
+
+                    <TextField
+                      label='Summary'
+                      value={draft.ai_summary || ''}
+                      onChange={(value) => updateDraft('ai_summary', value)}
+                      rows={4}
+                    />
+                    <TextField
+                      label='Commitments'
+                      value={draft.commitments || ''}
+                      onChange={(value) => updateDraft('commitments', value)}
+                    />
+                    <TextField
+                      label='Homework'
+                      value={draft.homework || ''}
+                      onChange={(value) => updateDraft('homework', value)}
+                    />
+                    <TextField
+                      label='Shared client notes'
+                      value={draft.shared_client_notes || ''}
+                      onChange={(value) =>
+                        updateDraft('shared_client_notes', value)
+                      }
+                      rows={4}
+                    />
+                    <TextField
+                      label='Follow-up email'
+                      value={draft.follow_up_email || ''}
+                      onChange={(value) => updateDraft('follow_up_email', value)}
+                      rows={4}
+                    />
+                    <TextField
+                      label='Next-session prep'
+                      value={draft.next_session_prep || ''}
+                      onChange={(value) =>
+                        updateDraft('next_session_prep', value)
+                      }
+                    />
+                    <TextField
+                      label='Private coach notes'
+                      value={draft.private_coach_notes || ''}
+                      onChange={(value) =>
+                        updateDraft('private_coach_notes', value)
+                      }
+                    />
+
                     <div className='flex flex-wrap gap-3'>
                       <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'
+                        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'
+                        disabled={isSaving}
+                        onClick={() => saveMemory(false)}
                       >
                         <BaseIcon path={mdiCheckCircleOutline} size={18} />
-                        Save final memory
+                        Save coach draft
+                      </button>
+                      <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 disabled:opacity-50'
+                        disabled={isSaving}
+                        onClick={() => saveMemory(true)}
+                      >
+                        <BaseIcon path={mdiSendOutline} size={18} />
+                        Save and share
                       </button>
                       <button
                         type='button'
                         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]'
+                        onClick={copyFollowUp}
                       >
                         <BaseIcon path={mdiContentCopy} size={18} />
                         Copy follow-up
@@ -222,10 +402,8 @@ const SessionMemory = () => {
                       className='text-[#b17a1e]'
                     />
                     <p className='mt-4 leading-6 text-[#72798a]'>
-                      Generate a structured memory through the AppWizzy AI
+                      Generate memory from raw notes. The editable draft will
-                      proxy. The result should stay reviewable: summary,
+                      appear here before anything is saved or shared.
-                      commitments, blockers, homework, follow-up, and prep for
-                      the next conversation.
                     </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>
+                          <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
+                        {session.status !== 'shared' && (
-                          path={mdiSendOutline}
+                          <button
-                          size={18}
+                            type='button'
-                          className='text-[#35b7a5]'
+                            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}