Implement more information displays

This commit is contained in:
2026-02-15 19:27:16 +00:00
parent 4cf75b9923
commit 1ebd565f44
13 changed files with 1421 additions and 271 deletions

View File

@@ -27,6 +27,7 @@ from core.models import (
PatternMitigationPlan,
Person,
PersonIdentifier,
WorkspaceConversation,
)
from core.realtime.typing_state import get_person_typing_state
from core.views.workspace import _build_engage_payload, _parse_draft_options
@@ -297,6 +298,279 @@ def _build_summary_prompt(owner_name, person_name, transcript):
]
def _to_float(value):
if value is None:
return None
try:
return float(value)
except (TypeError, ValueError):
return None
def _format_number(value, precision=2):
number = _to_float(value)
if number is None:
return "-"
rounded = round(number, precision)
if float(rounded).is_integer():
return str(int(rounded))
return f"{rounded:.{precision}f}"
def _percent_change(current, previous):
now_val = _to_float(current)
prev_val = _to_float(previous)
if now_val is None or prev_val is None:
return None
if abs(prev_val) < 1e-9:
return None
return ((now_val - prev_val) / abs(prev_val)) * 100.0
def _trend_meta(current, previous, higher_is_better=True):
now_val = _to_float(current)
prev_val = _to_float(previous)
if now_val is None or prev_val is None:
return {
"direction": "unknown",
"icon": "fa-solid fa-minus",
"class_name": "has-text-grey",
"meaning": "No comparison yet",
}
delta = now_val - prev_val
if abs(delta) < 1e-9:
return {
"direction": "flat",
"icon": "fa-solid fa-minus",
"class_name": "has-text-grey",
"meaning": "No meaningful change",
}
is_up = delta > 0
improves = is_up if higher_is_better else not is_up
return {
"direction": "up" if is_up else "down",
"icon": "fa-solid fa-arrow-trend-up" if is_up else "fa-solid fa-arrow-trend-down",
"class_name": "has-text-success" if improves else "has-text-danger",
"meaning": "Improving signal" if improves else "Risk signal",
}
def _emotion_meta(metric_kind, value):
score = _to_float(value)
if score is None:
return {
"icon": "fa-regular fa-face-meh-blank",
"class_name": "has-text-grey",
"label": "Unknown",
}
if metric_kind == "confidence":
score = score * 100.0
if metric_kind == "count":
if score >= 80:
return {
"icon": "fa-solid fa-chart-column",
"class_name": "has-text-success",
"label": "Rich Data",
}
if score >= 30:
return {
"icon": "fa-solid fa-chart-simple",
"class_name": "has-text-warning",
"label": "Moderate Data",
}
return {
"icon": "fa-solid fa-chart-line",
"class_name": "has-text-danger",
"label": "Sparse Data",
}
if score >= 75:
return {
"icon": "fa-regular fa-face-smile",
"class_name": "has-text-success",
"label": "Positive",
}
if score >= 50:
return {
"icon": "fa-regular fa-face-meh",
"class_name": "has-text-warning",
"label": "Mixed",
}
return {
"icon": "fa-regular fa-face-frown",
"class_name": "has-text-danger",
"label": "Strained",
}
def _quick_insights_rows(conversation):
latest = conversation.metric_snapshots.first()
previous = (
conversation.metric_snapshots.order_by("-computed_at")[1:2].first()
if conversation.metric_snapshots.count() > 1
else None
)
metric_specs = [
{
"key": "stability_score",
"label": "Stability Score",
"field": "stability_score",
"source": "conversation",
"kind": "score",
"icon": "fa-solid fa-heart-pulse",
"higher_better": True,
},
{
"key": "stability_confidence",
"label": "Stability Confidence",
"field": "stability_confidence",
"source": "conversation",
"kind": "confidence",
"icon": "fa-solid fa-shield-check",
"higher_better": True,
},
{
"key": "sample_messages",
"label": "Sample Messages",
"field": "stability_sample_messages",
"source": "conversation",
"kind": "count",
"icon": "fa-solid fa-message",
"higher_better": True,
},
{
"key": "sample_days",
"label": "Sample Days",
"field": "stability_sample_days",
"source": "conversation",
"kind": "count",
"icon": "fa-solid fa-calendar-days",
"higher_better": True,
},
{
"key": "commitment_inbound",
"label": "Commit In",
"field": "commitment_inbound_score",
"source": "conversation",
"kind": "score",
"icon": "fa-solid fa-inbox",
"higher_better": True,
},
{
"key": "commitment_outbound",
"label": "Commit Out",
"field": "commitment_outbound_score",
"source": "conversation",
"kind": "score",
"icon": "fa-solid fa-paper-plane",
"higher_better": True,
},
{
"key": "commitment_confidence",
"label": "Commit Confidence",
"field": "commitment_confidence",
"source": "conversation",
"kind": "confidence",
"icon": "fa-solid fa-badge-check",
"higher_better": True,
},
{
"key": "reciprocity",
"label": "Reciprocity",
"field": "reciprocity_score",
"source": "snapshot",
"kind": "score",
"icon": "fa-solid fa-right-left",
"higher_better": True,
},
{
"key": "continuity",
"label": "Continuity",
"field": "continuity_score",
"source": "snapshot",
"kind": "score",
"icon": "fa-solid fa-link",
"higher_better": True,
},
{
"key": "response",
"label": "Response",
"field": "response_score",
"source": "snapshot",
"kind": "score",
"icon": "fa-solid fa-gauge-high",
"higher_better": True,
},
{
"key": "volatility",
"label": "Volatility",
"field": "volatility_score",
"source": "snapshot",
"kind": "score",
"icon": "fa-solid fa-wave-square",
"higher_better": True,
},
{
"key": "inbound_messages",
"label": "Inbound Messages",
"field": "inbound_messages",
"source": "snapshot",
"kind": "count",
"icon": "fa-solid fa-arrow-down",
"higher_better": True,
},
{
"key": "outbound_messages",
"label": "Outbound Messages",
"field": "outbound_messages",
"source": "snapshot",
"kind": "count",
"icon": "fa-solid fa-arrow-up",
"higher_better": True,
},
]
rows = []
for spec in metric_specs:
field_name = spec["field"]
if spec["source"] == "conversation":
current = getattr(conversation, field_name, None)
previous_value = getattr(previous, field_name, None) if previous else None
else:
current = getattr(latest, field_name, None) if latest else None
previous_value = getattr(previous, field_name, None) if previous else None
trend = _trend_meta(
current,
previous_value,
higher_is_better=spec.get("higher_better", True),
)
delta_pct = _percent_change(current, previous_value)
point_count = conversation.metric_snapshots.exclude(
**{f"{field_name}__isnull": True}
).count()
emotion = _emotion_meta(spec["kind"], current)
rows.append(
{
"key": spec["key"],
"label": spec["label"],
"icon": spec["icon"],
"value": current,
"display_value": _format_number(
current,
3 if spec["kind"] == "confidence" else 2,
),
"delta_pct": delta_pct,
"delta_label": f"{delta_pct:+.2f}%" if delta_pct is not None else "n/a",
"point_count": point_count,
"trend": trend,
"emotion": emotion,
}
)
return {
"rows": rows,
"snapshot_count": conversation.metric_snapshots.count(),
"latest_computed_at": latest.computed_at if latest else None,
}
def _build_engage_prompt(owner_name, person_name, transcript):
return [
{
@@ -513,6 +787,7 @@ def _panel_context(
"compose_summary_url": reverse("compose_summary"),
"compose_engage_preview_url": reverse("compose_engage_preview"),
"compose_engage_send_url": reverse("compose_engage_send"),
"compose_quick_insights_url": reverse("compose_quick_insights"),
"compose_ws_url": ws_url,
"ai_workspace_url": (
f"{reverse('ai_workspace')}?person={base['person'].id}"
@@ -794,6 +1069,94 @@ class ComposeSummary(LoginRequiredMixin, View):
return JsonResponse({"ok": True, "cached": False, "summary": summary})
class ComposeQuickInsights(LoginRequiredMixin, View):
def get(self, request):
service = _default_service(request.GET.get("service"))
identifier = str(request.GET.get("identifier") or "").strip()
person = None
person_id = request.GET.get("person")
if person_id:
person = get_object_or_404(Person, id=person_id, user=request.user)
if not identifier and person is None:
return JsonResponse({"ok": False, "error": "Missing contact identifier."})
base = _context_base(request.user, service, identifier, person)
person = base["person"]
if person is None:
return JsonResponse(
{
"ok": False,
"error": "Quick Insights needs a linked person.",
}
)
conversation = (
WorkspaceConversation.objects.filter(
user=request.user,
participants=person,
)
.order_by("-last_event_ts", "-created_at")
.first()
)
if conversation is None:
return JsonResponse(
{
"ok": True,
"empty": True,
"summary": {
"person_name": person.name,
"platform": "",
"state": "Calibrating",
"thread": "",
"last_event": "",
"last_ai_run": "",
"workspace_created": "",
"snapshot_count": 0,
},
"rows": [],
"docs": [
"Quick Insights needs at least one workspace conversation snapshot.",
"Run AI operations in AI Workspace to generate the first data points.",
],
}
)
payload = _quick_insights_rows(conversation)
return JsonResponse(
{
"ok": True,
"empty": False,
"summary": {
"person_name": person.name,
"platform": conversation.get_platform_type_display(),
"state": conversation.get_stability_state_display(),
"thread": conversation.platform_thread_id or "",
"last_event": _format_ts_label(conversation.last_event_ts or 0)
if conversation.last_event_ts
else "",
"last_ai_run": (
dj_timezone.localtime(conversation.last_ai_run_at).strftime(
"%Y-%m-%d %H:%M"
)
if conversation.last_ai_run_at
else ""
),
"workspace_created": dj_timezone.localtime(
conversation.created_at
).strftime("%Y-%m-%d %H:%M"),
"snapshot_count": payload["snapshot_count"],
},
"rows": payload["rows"],
"docs": [
"Each row shows current value, percent change vs previous point, and data-point count.",
"Arrow color indicates improving or risk direction for that metric.",
"Face indicator maps value range to positive, mixed, or strained climate.",
"Use this card for fast triage; open AI Workspace for full graphs and details.",
],
}
)
class ComposeEngagePreview(LoginRequiredMixin, View):
def get(self, request):
service = _default_service(request.GET.get("service"))