feat: assistant overview page [CW-7408] (#14889)

This PR adds a Captain Assistant **Overview** page to show some KPI metrics (conversations handled, auto-resolution, handoff, hours saved, reopen-after-resolve, conversation depth) with trend deltas vs the previous window, a real knowledge card, and a lazily-loaded, cached LLM welcome summary. ### Highlights - **Two contextual banners** on the overview: - **Inbox banner** — prompts the user to connect an inbox when the assistant has none, so it can actually do work. - **Coverage banner** — warns when FAQ coverage is below 85% with more than 100 responses pending review, linking straight to the pending queue. Dismissal persists per-assistant for 24h via localStorage. - **Batched stats builder** (`Captain::AssistantStatsBuilder`) computes both windows in single FILTER-aggregated scans to cut round trips, behind new `stats`/`summary` endpoints. - **Cards included but intentionally left dummy / not rendered yet:** `ResponseQualityCard` (flagged responses) and `CreditUsageCard` (credit usage + daily chart). Credits are an account-wide counter with no per-assistant or daily history, so there is no real data to back them yet; they ship in the codebase but are not wired into the page. ### Index migration - Replaces `index_messages_on_sender_type_and_sender_id` with `index_messages_on_sender_and_created` `(sender_type, sender_id, created_at)`. - **Why it helps:** the per-assistant windowed lookups filter `sender_*` *and* a `created_at` range. The old 2-column index matched every lifetime row for the assistant and filtered the time slice at the heap (~89% of rows discarded); adding `created_at` as a range column lets Postgres scan only the window, and fixes the row-count estimate so the planner picks a hash join over a nested loop on `reporting_events`. - **Why dropping the old index is safe:** the new index is a left-prefix superset `(sender_type, sender_id, ...)`, so every query the old one served is still served. No code references it by name, and dropping it keeps write amplification on `messages` neutral. Built/dropped with `CONCURRENTLY` and `if_not_exists`/`if_exists` guards. ## Preview <img width="2572" height="1754" alt="CleanShot 2026-06-29 at 22 38 51@2x" src="https://github.com/user-attachments/assets/3798d09e-7850-48e4-b2cd-508533f15cea" /> ## Banners #### Inbox connect alert <img width="2178" height="612" alt="CleanShot 2026-06-30 at 14 26 55@2x" src="https://github.com/user-attachments/assets/373c371c-bb7d-4291-a0f9-620673078302" /> #### Coverage alert <img width="2178" height="612" alt="CleanShot 2026-06-30 at 14 25 41@2x" src="https://github.com/user-attachments/assets/e12d6308-11b6-4ba2-88a2-8a3077dd3e8f" /> --------- Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2026-07-07 17:54:13 +05:30
parent 1e7218d439
commit a5fcecb3f6
33 changed files with 2090 additions and 10 deletions
@@ -392,6 +392,93 @@
  "CAPTAIN": {
    "NAME": "Captain",
    "HEADER_KNOW_MORE": "Know more",
+    "OVERVIEW": {
+      "HEADER": "Overview",
+      "WELCOME": {
+        "LABEL": "Captain summary",
+        "LOADING": "Generating summary…"
+      },
+      "INBOX_BANNER": {
+        "TEXT": "This assistant isn't connected to any inbox yet, so it won't respond to conversations.",
+        "ACTION": "Connect inbox",
+        "DISMISS": "Dismiss"
+      },
+      "COVERAGE_BANNER": {
+        "TEXT": "{count} FAQs are pending review, keeping coverage at {coverage}%. Approve them so your assistant can resolve more on its own.",
+        "ACTION": "Review FAQs",
+        "DISMISS": "Dismiss"
+      },
+      "RANGES": {
+        "LAST_DAYS": "Last {count} days",
+        "THIS_MONTH": "This month",
+        "LAST_MONTH": "Last month"
+      },
+      "METRICS": {
+        "HANDLED": {
+          "LABEL": "Conversations handled",
+          "HINT": "Distinct conversations this assistant replied in."
+        },
+        "AUTO_RESOLUTION": {
+          "LABEL": "Auto-resolution rate",
+          "HINT": "Share of handled conversations closed without a human reply."
+        },
+        "HANDOFF": {
+          "LABEL": "Handoff rate",
+          "HINT": "Share of handled conversations escalated to a human agent."
+        },
+        "HOURS_SAVED": {
+          "LABEL": "Hours saved",
+          "HINT": "Estimate: Captain replies times the team's average response time. Directional, not measured labor."
+        },
+        "REOPEN": {
+          "LABEL": "Reopen rate",
+          "HINT": "Auto-resolved conversations that were reopened afterwards."
+        },
+        "DEPTH": {
+          "LABEL": "Messages / conversation",
+          "HINT": "Average replies the assistant sends per conversation."
+        }
+      },
+      "KNOWLEDGE": {
+        "TITLE": "Knowledge coverage",
+        "COVERAGE": "{pct}% approved",
+        "APPROVED": "Approved FAQs",
+        "PENDING": "Pending FAQs",
+        "DOCUMENTS": "Documents"
+      },
+      "FLAGGED": {
+        "TITLE": "Response quality",
+        "TOTAL": "{count} flagged · {rate}"
+      },
+      "CREDITS": {
+        "TITLE": "Credit usage",
+        "UNIT": "credits",
+        "LEGEND": "Daily credits used",
+        "AXIS_START": "{count}d ago",
+        "AXIS_END": "Today"
+      },
+      "LINKS": {
+        "DOCS": {
+          "TITLE": "Captain docs",
+          "DESCRIPTION": "Guides and how-tos for Captain"
+        },
+        "PLAYGROUND": {
+          "TITLE": "Playground",
+          "DESCRIPTION": "Test this assistant's replies"
+        },
+        "BILLING": {
+          "TITLE": "Billing",
+          "DESCRIPTION": "Manage credits and plan"
+        }
+      },
+      "FLAG_REASONS": {
+        "INCORRECT": "Incorrect info",
+        "INCOMPLETE": "Incomplete",
+        "OUTDATED": "Outdated",
+        "INAPPROPRIATE": "Inappropriate",
+        "OTHER": "Other"
+      }
+    },
    "ASSISTANT_SWITCHER": {
      "ASSISTANTS": "Assistants",
      "SWITCH_ASSISTANT": "Switch between assistants",
@@ -324,6 +324,7 @@
    "ALL_COMPANIES": "All Companies",
    "CAPTAIN": "Captain",
    "CAPTAIN_ASSISTANTS": "Assistants",
+    "CAPTAIN_OVERVIEW": "Overview",
    "CAPTAIN_DOCUMENTS": "Documents",
    "CAPTAIN_RESPONSES": "FAQs",
    "CAPTAIN_TOOLS": "Tools",