Files
chatwoot/app/javascript/dashboard/routes/dashboard/captain/captain.routes.js
T
a5fcecb3f6 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

147 lines
4.6 KiB
JavaScript

import { FEATURE_FLAGS } from 'dashboard/featureFlags';
import { INSTALLATION_TYPES } from 'dashboard/constants/installationTypes';
import { frontendURL } from '../../../helper/URLHelper';
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';
import AssistantGuardrailsIndex from './assistants/guardrails/Index.vue';
import AssistantGuidelinesIndex from './assistants/guidelines/Index.vue';
import AssistantScenariosIndex from './assistants/scenarios/Index.vue';
import DocumentsIndex from './documents/Index.vue';
import ResponsesIndex from './responses/Index.vue';
import ResponsesPendingIndex from './responses/Pending.vue';
import CustomToolsIndex from './tools/Index.vue';
const meta = {
permissions: ['administrator', 'agent'],
featureFlag: FEATURE_FLAGS.CAPTAIN,
installationTypes: [INSTALLATION_TYPES.CLOUD, INSTALLATION_TYPES.ENTERPRISE],
};
const metaCustomTools = {
permissions: ['administrator', 'agent'],
featureFlag: FEATURE_FLAGS.CAPTAIN_CUSTOM_TOOLS,
installationTypes: [INSTALLATION_TYPES.CLOUD, INSTALLATION_TYPES.ENTERPRISE],
};
const metaV2 = {
permissions: ['administrator', 'agent'],
featureFlag: FEATURE_FLAGS.CAPTAIN_V2,
installationTypes: [INSTALLATION_TYPES.CLOUD, INSTALLATION_TYPES.ENTERPRISE],
};
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,
name: 'captain_assistants_responses_index',
meta,
},
{
path: frontendURL('accounts/:accountId/captain/:assistantId/documents'),
component: DocumentsIndex,
name: 'captain_assistants_documents_index',
meta,
},
{
path: frontendURL('accounts/:accountId/captain/:assistantId/tools'),
component: CustomToolsIndex,
name: 'captain_tools_index',
meta: metaCustomTools,
},
{
path: frontendURL('accounts/:accountId/captain/:assistantId/scenarios'),
component: AssistantScenariosIndex,
name: 'captain_assistants_scenarios_index',
meta: metaV2,
},
{
path: frontendURL('accounts/:accountId/captain/:assistantId/playground'),
component: AssistantPlaygroundIndex,
name: 'captain_assistants_playground_index',
meta,
},
{
path: frontendURL('accounts/:accountId/captain/:assistantId/inboxes'),
component: AssistantInboxesIndex,
name: 'captain_assistants_inboxes_index',
meta,
},
{
path: frontendURL('accounts/:accountId/captain/:assistantId/faqs/pending'),
component: ResponsesPendingIndex,
name: 'captain_assistants_responses_pending',
meta,
},
{
path: frontendURL('accounts/:accountId/captain/:assistantId/settings'),
component: AssistantSettingsIndex,
name: 'captain_assistants_settings_index',
meta,
},
// Settings sub-pages (guardrails and guidelines)
{
path: frontendURL(
'accounts/:accountId/captain/:assistantId/settings/guardrails'
),
component: AssistantGuardrailsIndex,
name: 'captain_assistants_guardrails_index',
meta: metaV2,
},
{
path: frontendURL(
'accounts/:accountId/captain/:assistantId/settings/guidelines'
),
component: AssistantGuidelinesIndex,
name: 'captain_assistants_guidelines_index',
meta: metaV2,
},
{
path: frontendURL('accounts/:accountId/captain/assistants'),
component: AssistantEmptyStateIndex,
name: 'captain_assistants_create_index',
meta: {
permissions: ['administrator', 'agent'],
installationTypes: [
INSTALLATION_TYPES.CLOUD,
INSTALLATION_TYPES.ENTERPRISE,
],
},
},
{
path: frontendURL('accounts/:accountId/captain/:navigationPath'),
component: AssistantsIndexPage,
name: 'captain_assistants_index',
meta,
},
];
export const routes = [
{
path: frontendURL('accounts/:accountId/captain'),
component: CaptainPageRouteView,
redirect: to => {
return {
name: 'captain_assistants_index',
params: {
navigationPath: 'captain_assistants_overview_index',
...to.params,
},
};
},
children: [...assistantRoutes],
},
];