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
@@ -0,0 +1,151 @@
+<script setup>
+import { computed, ref, watch } from 'vue';
+import { useI18n } from 'vue-i18n';
+import { useRoute } from 'vue-router';
+import { FEATURE_FLAGS } from 'dashboard/featureFlags';
+import CaptainAssistant from 'dashboard/api/captain/assistant';
+
+import PageLayout from 'dashboard/components-next/captain/PageLayout.vue';
+import CaptainPaywall from 'dashboard/components-next/captain/pageComponents/Paywall.vue';
+import RangeSelector from 'dashboard/components-next/captain/pageComponents/overview/RangeSelector.vue';
+import WelcomeCard from 'dashboard/components-next/captain/pageComponents/overview/WelcomeCard.vue';
+import MetricCard from 'dashboard/components-next/captain/pageComponents/overview/MetricCard.vue';
+import KnowledgeCard from 'dashboard/components-next/captain/pageComponents/overview/KnowledgeCard.vue';
+import QuickLinks from 'dashboard/components-next/captain/pageComponents/overview/QuickLinks.vue';
+import InboxBanner from 'dashboard/components-next/captain/pageComponents/overview/InboxBanner.vue';
+import CoverageBanner from 'dashboard/components-next/captain/pageComponents/overview/CoverageBanner.vue';
+
+const { t } = useI18n();
+const route = useRoute();
+
+const selectedRange = ref('this_month');
+
+const assistantId = computed(() => route.params.assistantId);
+const stats = ref(null);
+
+const fetchStats = async () => {
+  try {
+    const { data } = await CaptainAssistant.getStats({
+      assistantId: assistantId.value,
+      range: selectedRange.value,
+    });
+    stats.value = data;
+  } catch {
+    stats.value = null;
+  }
+};
+
+watch([selectedRange, assistantId], fetchStats, { immediate: true });
+
+// `direction` says whether a rising trend is good ('up'), bad ('down'), or
+// neutral, so we can colour the delta independently of its sign.
+const resolveTrendGood = (trendValue, direction) => {
+  if (direction === 'neutral' || trendValue === 0) return null;
+  return direction === 'up' ? trendValue > 0 : trendValue < 0;
+};
+
+// Trend units mirror the backend pack mode: a relative percent change ('%') for
+// :percent metrics, a percentage-point delta (' pts') for rate metrics packed as
+// :point, and a plain number for :absolute counts like conversation depth.
+const TREND_SUFFIX = { percent: '%', point: ' pts', absolute: '' };
+
+const metricFor = (statKey, formatValue, direction, trendKind = 'percent') => {
+  const data = stats.value?.[statKey];
+  if (!data) return { value: '—', trend: '', trendGood: null };
+
+  const sign = data.trend > 0 ? '+' : '';
+  return {
+    value: formatValue(data.current),
+    trend: `${sign}${data.trend}${TREND_SUFFIX[trendKind]}`,
+    trendGood: resolveTrendGood(data.trend, direction),
+  };
+};
+
+const metrics = computed(() => [
+  {
+    key: 'handled',
+    label: t('CAPTAIN.OVERVIEW.METRICS.HANDLED.LABEL'),
+    hint: t('CAPTAIN.OVERVIEW.METRICS.HANDLED.HINT'),
+    ...metricFor('conversations_handled', v => v.toLocaleString(), 'up'),
+  },
+  {
+    key: 'autoResolution',
+    label: t('CAPTAIN.OVERVIEW.METRICS.AUTO_RESOLUTION.LABEL'),
+    hint: t('CAPTAIN.OVERVIEW.METRICS.AUTO_RESOLUTION.HINT'),
+    ...metricFor('auto_resolution_rate', v => `${v}%`, 'up', 'point'),
+  },
+  {
+    key: 'handoff',
+    label: t('CAPTAIN.OVERVIEW.METRICS.HANDOFF.LABEL'),
+    hint: t('CAPTAIN.OVERVIEW.METRICS.HANDOFF.HINT'),
+    ...metricFor('handoff_rate', v => `${v}%`, 'down', 'point'),
+  },
+  {
+    key: 'hoursSaved',
+    label: t('CAPTAIN.OVERVIEW.METRICS.HOURS_SAVED.LABEL'),
+    hint: t('CAPTAIN.OVERVIEW.METRICS.HOURS_SAVED.HINT'),
+    ...metricFor('hours_saved', v => `${v}h`, 'up'),
+  },
+  {
+    key: 'reopen',
+    label: t('CAPTAIN.OVERVIEW.METRICS.REOPEN.LABEL'),
+    hint: t('CAPTAIN.OVERVIEW.METRICS.REOPEN.HINT'),
+    ...metricFor('reopen_rate', v => `${v}%`, 'down', 'point'),
+  },
+  {
+    key: 'depth',
+    label: t('CAPTAIN.OVERVIEW.METRICS.DEPTH.LABEL'),
+    hint: t('CAPTAIN.OVERVIEW.METRICS.DEPTH.HINT'),
+    ...metricFor(
+      'conversation_depth',
+      v => v.toFixed(1),
+      'neutral',
+      'absolute'
+    ),
+  },
+]);
+</script>
+
+<template>
+  <PageLayout
+    :header-title="$t('CAPTAIN.OVERVIEW.HEADER')"
+    :is-empty="false"
+    :show-pagination-footer="false"
+    :show-know-more="false"
+    :feature-flag="FEATURE_FLAGS.CAPTAIN"
+  >
+    <template #headerActions>
+      <RangeSelector v-model="selectedRange" />
+    </template>
+    <template #paywall>
+      <CaptainPaywall />
+    </template>
+    <template #body>
+      <div class="flex flex-col gap-6">
+        <InboxBanner />
+
+        <CoverageBanner :knowledge="stats?.knowledge" />
+
+        <WelcomeCard :range="selectedRange" />
+
+        <div
+          class="grid grid-cols-1 gap-px overflow-hidden border rounded-xl sm:grid-cols-2 lg:grid-cols-3 bg-n-weak border-n-weak"
+        >
+          <MetricCard
+            v-for="metric in metrics"
+            :key="metric.key"
+            :label="metric.label"
+            :value="metric.value"
+            :trend="metric.trend"
+            :hint="metric.hint"
+            :trend-good="metric.trendGood"
+          />
+        </div>
+
+        <KnowledgeCard :knowledge="stats?.knowledge" />
+
+        <QuickLinks />
+      </div>
+    </template>
+  </PageLayout>
+</template>
@@ -6,6 +6,7 @@ import CaptainPageRouteView from './pages/CaptainPageRouteView.vue';
 import AssistantsIndexPage from './pages/AssistantsIndexPage.vue';
 import AssistantEmptyStateIndex from './assistants/Index.vue';

+import AssistantOverviewIndex from './assistants/overview/Index.vue';
 import AssistantSettingsIndex from './assistants/settings/Settings.vue';
 import AssistantInboxesIndex from './assistants/inboxes/Index.vue';
 import AssistantPlaygroundIndex from './assistants/playground/Index.vue';
@@ -36,6 +37,12 @@ const metaV2 = {
 };

 const assistantRoutes = [
+  {
+    path: frontendURL('accounts/:accountId/captain/:assistantId/overview'),
+    component: AssistantOverviewIndex,
+    name: 'captain_assistants_overview_index',
+    meta,
+  },
  {
    path: frontendURL('accounts/:accountId/captain/:assistantId/faqs'),
    component: ResponsesIndex,
@@ -129,7 +136,7 @@ export const routes = [
      return {
        name: 'captain_assistants_index',
        params: {
-          navigationPath: 'captain_assistants_responses_index',
+          navigationPath: 'captain_assistants_overview_index',
          ...to.params,
        },
      };
@@ -53,6 +53,7 @@ const routeToLastActiveAssistant = () => {

  const { navigationPath } = route.params;
  const isAValidRoute = [
+    'captain_assistants_overview_index', // Overview page
    'captain_assistants_responses_index', // Faq page
    'captain_assistants_documents_index', // Document page
    'captain_assistants_scenarios_index', // Scenario page
@@ -64,7 +65,7 @@ const routeToLastActiveAssistant = () => {

  const navigateTo = isAValidRoute
    ? navigationPath
-    : 'captain_assistants_responses_index';
+    : 'captain_assistants_overview_index';

  return routeToView(navigateTo, {
    accountId: route.params.accountId,