Add coach next-session prep views

backend/src/routes/coaching.js

@@ -48,6 +48,12 @@ router.get(
       order: [["next_session_at", "ASC"]],
       include: [{ model: db.packages, as: "package" }],
     });
+    const upcomingPrepBriefs = await db.prep_briefs.findAll({
+      limit: 4,
+      order: [["next_session_at", "ASC"]],
+      where: { status: "ready" },
+      include: [{ model: db.clients, as: "client" }],
+    });
 
     res.status(200).send({
       counts: {
@@ -59,6 +65,7 @@ router.get(
       },
       nextSessions,
       activeClients,
+      upcomingPrepBriefs,
     });
   }),
 );

frontend/src/pages/clients.tsx

@@ -23,6 +23,10 @@ type ActionItem = {
 
 type PrepBrief = {
   id: string;
+  previous_summary?: string;
+  open_commitments?: string;
+  suggested_questions?: string;
+  sensitive_topics?: string;
   client_reflection?: string;
   client_reflection_at?: string;
 };
@@ -77,6 +81,26 @@ function EmptyState({ label }: { label: string }) {
   );
 }
 
+function PrepText({ value }: { value?: string }) {
+  if (!value) {
+    return <EmptyState label='No prep details saved yet.' />;
+  }
+
+  return (
+    <div className='space-y-2'>
+      {value
+        .split(/\n|;/)
+        .map((item) => item.trim())
+        .filter(Boolean)
+        .map((item) => (
+          <p key={item} className='text-sm leading-6 text-[#72798a]'>
+            {item}
+          </p>
+        ))}
+    </div>
+  );
+}
+
 const Clients = () => {
   const router = useRouter();
   const [clients, setClients] = React.useState<Client[]>([]);
@@ -108,6 +132,7 @@ const Clients = () => {
   const latestReflection = selectedClient?.prep_briefs?.find((brief) => {
     return Boolean(brief.client_reflection);
   });
+  const latestPrepBrief = selectedClient?.prep_briefs?.[0];
 
   function selectClient(clientId: string) {
     setSelectedClientId(clientId);
@@ -243,6 +268,74 @@ const Clients = () => {
                   </div>
                 </Panel>
 
+                <Panel>
+                  <div className='border-b border-[#19192d]/10 p-5'>
+                    <div className='flex items-center justify-between gap-4'>
+                      <div>
+                        <p className='text-xs font-semibold uppercase tracking-[0.22em] text-[#b17a1e]'>
+                          Next-session prep
+                        </p>
+                        <h3 className='mt-2 text-lg font-semibold text-[#19192d]'>
+                          Coach prep brief
+                        </h3>
+                      </div>
+                      <span className='rounded-full bg-[#f3fbf8] px-3 py-1 text-xs font-semibold text-[#35b7a5]'>
+                        Ready
+                      </span>
+                    </div>
+                  </div>
+                  {latestPrepBrief ? (
+                    <div className='grid gap-4 p-5 lg:grid-cols-2'>
+                      <div className='rounded-lg bg-[#fffdf9] p-4'>
+                        <p className='text-xs font-semibold uppercase tracking-[0.18em] text-[#b17a1e]'>
+                          Client reflection
+                        </p>
+                        <div className='mt-3'>
+                          <PrepText value={latestPrepBrief.client_reflection} />
+                        </div>
+                      </div>
+                      <div className='rounded-lg bg-[#fffdf9] p-4'>
+                        <p className='text-xs font-semibold uppercase tracking-[0.18em] text-[#b17a1e]'>
+                          Open commitments
+                        </p>
+                        <div className='mt-3'>
+                          <PrepText value={latestPrepBrief.open_commitments} />
+                        </div>
+                      </div>
+                      <div className='rounded-lg bg-[#fffdf9] p-4'>
+                        <p className='text-xs font-semibold uppercase tracking-[0.18em] text-[#b17a1e]'>
+                          Suggested questions
+                        </p>
+                        <div className='mt-3'>
+                          <PrepText
+                            value={latestPrepBrief.suggested_questions}
+                          />
+                        </div>
+                      </div>
+                      <div className='rounded-lg bg-[#fffdf9] p-4'>
+                        <p className='text-xs font-semibold uppercase tracking-[0.18em] text-[#b17a1e]'>
+                          Watch points
+                        </p>
+                        <div className='mt-3'>
+                          <PrepText value={latestPrepBrief.sensitive_topics} />
+                        </div>
+                      </div>
+                      <div className='rounded-lg bg-[#fffdf9] p-4 lg:col-span-2'>
+                        <p className='text-xs font-semibold uppercase tracking-[0.18em] text-[#b17a1e]'>
+                          Previous summary
+                        </p>
+                        <div className='mt-3'>
+                          <PrepText value={latestPrepBrief.previous_summary} />
+                        </div>
+                      </div>
+                    </div>
+                  ) : (
+                    <div className='p-5'>
+                      <EmptyState label='No next-session prep brief yet.' />
+                    </div>
+                  )}
+                </Panel>
+
                 <div className='grid gap-4 lg:grid-cols-2'>
                   <Panel>
                     <div className='border-b border-[#19192d]/10 p-5'>

frontend/src/pages/dashboard.tsx

@@ -35,6 +35,17 @@ type Session = {
   client?: Client;
 };
 
+type PrepBrief = {
+  id: string;
+  next_session_at?: string;
+  previous_summary?: string;
+  open_commitments?: string;
+  suggested_questions?: string;
+  sensitive_topics?: string;
+  client_reflection?: string;
+  client?: Client;
+};
+
 type Summary = {
   counts: {
     clients: number;
@@ -45,6 +56,7 @@ type Summary = {
   };
   activeClients: Client[];
   nextSessions: Session[];
+  upcomingPrepBriefs: PrepBrief[];
 };
 
 const emptySummary: Summary = {
@@ -57,6 +69,7 @@ const emptySummary: Summary = {
   },
   activeClients: [],
   nextSessions: [],
+  upcomingPrepBriefs: [],
 };
 
 function ShellCard({
@@ -89,7 +102,7 @@ const Dashboard = () => {
     loadSummary();
   }, []);
 
-  const nextSession = summary.nextSessions[0];
+  const nextPrepBrief = summary.upcomingPrepBriefs[0];
   const stats = [
     {
       href: '/clients',
@@ -160,22 +173,24 @@ const Dashboard = () => {
               <p className='text-xs font-semibold uppercase tracking-[0.22em] text-[#b17a1e]'>
                 Next session prep
               </p>
-              {nextSession ? (
+              {nextPrepBrief ? (
                 <div>
                   <h2 className='mt-4 text-lg font-semibold text-[#19192d]'>
-                    {nextSession.client?.name || 'Client session'}
+                    {nextPrepBrief.client?.name || 'Client session'}
                   </h2>
                   <p className='mt-1 text-sm text-[#72798a]'>
-                    {nextSession.title}
+                    {nextPrepBrief.client?.role_title} ·{' '}
+                    {nextPrepBrief.client?.company}
                   </p>
                   <p className='mt-5 leading-6 text-[#72798a]'>
-                    {nextSession.ai_summary}
+                    {nextPrepBrief.suggested_questions ||
+                      nextPrepBrief.previous_summary}
                   </p>
                   <Link
-                    href='/session-memory'
+                    href={`/clients?clientId=${nextPrepBrief.client?.id}`}
                     className='mt-4 inline-flex items-center gap-2 rounded-full bg-[#35b7a5] px-3 py-1.5 text-sm font-semibold text-white'
                   >
-                    Review memory
+                    Open prep
                     <BaseIcon path={mdiArrowRight} size={18} />
                   </Link>
                 </div>
@@ -292,6 +307,62 @@ const Dashboard = () => {
               </div>
             </ShellCard>
           </div>
+
+          <ShellCard className='mt-4'>
+            <div className='border-b border-[#19192d]/10 p-4'>
+              <div className='flex items-center justify-between gap-4'>
+                <div>
+                  <p className='text-xs font-semibold uppercase tracking-[0.22em] text-[#b17a1e]'>
+                    Next-session prep
+                  </p>
+                  <h2 className='mt-2 text-lg font-semibold'>
+                    Ready prep briefs
+                  </h2>
+                </div>
+                <Link
+                  className='text-sm font-semibold text-[#35b7a5]'
+                  href='/clients'
+                >
+                  Open clients
+                </Link>
+              </div>
+            </div>
+            <div className='grid gap-0 divide-y divide-[#19192d]/10 xl:grid-cols-2 xl:divide-x xl:divide-y-0'>
+              {summary.upcomingPrepBriefs.map((brief) => (
+                <Link
+                  key={brief.id}
+                  href={`/clients?clientId=${brief.client?.id}`}
+                  className='block p-5 transition hover:bg-[#fffdf9]'
+                >
+                  <div className='flex items-start justify-between gap-4'>
+                    <div>
+                      <p className='font-semibold text-[#19192d]'>
+                        {brief.client?.name}
+                      </p>
+                      <p className='mt-1 text-sm text-[#72798a]'>
+                        {brief.client?.role_title} · {brief.client?.company}
+                      </p>
+                    </div>
+                    <span className='rounded-full bg-[#f3fbf8] px-3 py-1 text-xs font-semibold text-[#35b7a5]'>
+                      Ready
+                    </span>
+                  </div>
+                  <p className='mt-4 line-clamp-2 text-sm leading-6 text-[#72798a]'>
+                    {brief.client_reflection ||
+                      brief.suggested_questions ||
+                      brief.previous_summary}
+                  </p>
+                </Link>
+              ))}
+              {summary.upcomingPrepBriefs.length === 0 && (
+                <p className='p-5 text-sm text-[#72798a]'>
+                  {loading
+                    ? 'Loading prep briefs...'
+                    : 'No prep briefs ready yet.'}
+                </p>
+              )}
+            </div>
+          </ShellCard>
         </div>
       </SectionMain>
     </>