feat: add PDF export generation via WeasyPrint with branded template
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
chihlasm
@@ -6,6 +6,10 @@ WORKDIR /app
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RUN apt-get update && apt-get install -y \
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gcc \
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libpq-dev \
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libpango1.0-dev \
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libcairo2-dev \
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libgdk-pixbuf2.0-dev \
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libffi-dev \
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&& rm -rf /var/lib/apt/lists/*
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# Install Python dependencies
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@@ -391,6 +391,22 @@ async def export_session(
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detail="You don't have access to this session"
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)
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# PDF export — separate path with binary response
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if export_options.format == "pdf":
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from app.services.export_service import generate_pdf_export
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from fastapi.responses import Response
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pdf_bytes = await generate_pdf_export(session, export_options, db)
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if session.completed_at:
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session.exported = True
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await db.commit()
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return Response(
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content=pdf_bytes,
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media_type="application/pdf",
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headers={"Content-Disposition": f'attachment; filename="session-export-{session_id}.pdf"'},
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)
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# Generate export based on format
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if export_options.format == "markdown":
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content = generate_markdown_export(session, export_options)
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@@ -1,11 +1,13 @@
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"""
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Session export generators for ResolutionFlow.
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Provides markdown, plain text, HTML, and PSA/ticket note export formatters
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Provides markdown, plain text, HTML, PDF, and PSA/ticket note export formatters
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for troubleshooting sessions.
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"""
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import html
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import os
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from datetime import datetime
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from pathlib import Path
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from typing import Any
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from app.models.session import Session
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@@ -904,3 +906,188 @@ def _generate_procedural_psa(session: Session, options: SessionExport) -> str:
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lines.append(f"Duration: {_format_duration(session.started_at, session.completed_at)}")
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return "\n".join(lines)
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async def generate_pdf_export(session: Session, options: SessionExport, db) -> bytes:
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"""Generate PDF export using WeasyPrint and a Jinja2 HTML template.
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Args:
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session: The session to export.
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options: Export options (redaction_mode, max_step_index, etc.).
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db: Async database session for loading supporting data and branding.
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Returns:
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PDF file contents as bytes.
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"""
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from jinja2 import Environment, FileSystemLoader
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import weasyprint
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from sqlalchemy import select as sa_select
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# Load Jinja2 template
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template_dir = Path(__file__).resolve().parent.parent / "templates"
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env = Environment(loader=FileSystemLoader(str(template_dir)), autoescape=True)
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template = env.get_template("export_pdf.html")
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# Tree snapshot data
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tree_snapshot = session.tree_snapshot or {}
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flow_title = tree_snapshot.get("name", "Session Export")
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tree_type = tree_snapshot.get("tree_type", "troubleshooting")
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is_procedural = tree_type == "procedural"
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report_type = "Procedure Report" if is_procedural else "Troubleshooting Report"
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# Branding — check team first, then user (solo pros)
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logo_data = None
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logo_content_type = None
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company_name = None
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from app.models.user import User
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user_result = await db.execute(
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sa_select(User).where(User.id == session.user_id)
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)
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user = user_result.scalar_one_or_none()
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engineer_name = user.name if user else "Unknown"
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if user and user.team_id:
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from app.models.team import Team
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team_result = await db.execute(
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sa_select(Team).where(Team.id == user.team_id)
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)
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team = team_result.scalar_one_or_none()
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if team:
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logo_data = team.logo_data
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logo_content_type = team.logo_content_type
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company_name = team.company_display_name or team.name
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elif user:
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logo_data = user.logo_data
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logo_content_type = user.logo_content_type
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company_name = user.company_display_name
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has_custom_logo = bool(logo_data)
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# Build steps list from decisions
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decisions = session.decisions or []
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if options.max_step_index is not None:
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decisions = decisions[:options.max_step_index]
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steps = []
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for decision in decisions:
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title = decision.get("question") or decision.get("action_performed", "Step")
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answer = decision.get("answer", "")
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notes = decision.get("notes", "")
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duration_seconds = _get_step_duration_seconds(decision)
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duration_str = _format_step_duration(duration_seconds) if duration_seconds is not None else None
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if is_procedural:
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completed = answer == "completed"
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decision_text = "Completed" if completed else ("Skipped" if answer else "")
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else:
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decision_text = answer
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steps.append({
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"title": title,
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"decision": decision_text,
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"notes": notes,
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"duration": duration_str,
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})
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# Query supporting data
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from app.models.supporting_data import SessionSupportingData
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sd_result = await db.execute(
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sa_select(SessionSupportingData)
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.where(SessionSupportingData.session_id == session.id)
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.order_by(SessionSupportingData.sort_order)
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)
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supporting_data_rows = sd_result.scalars().all()
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supporting_data = [
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{
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"label": sd.label,
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"data_type": sd.data_type,
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"content": sd.content,
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"content_type": sd.content_type,
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}
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for sd in supporting_data_rows
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]
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# Calculate duration and format outcome
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duration = _format_duration(session.started_at, session.completed_at)
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session_date = session.started_at.strftime("%Y-%m-%d %H:%M")
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outcome_label = _get_outcome_label(session) or ("In Progress" if not session.completed_at else "Completed")
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outcome_raw = getattr(session, "outcome", None) or ""
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outcome_class = f"outcome-{outcome_raw}" if outcome_raw else ""
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# Build summary text
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summary_text = ""
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if options.include_summary:
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summary_fields = _build_summary_fields(session)
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parts = []
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for label, value in summary_fields.items():
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if value:
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parts.append(f"{label.replace('_', ' ').title()}: {value}")
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summary_text = "\n".join(parts)
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# Resolution / outcome notes as summary fallback
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if not summary_text:
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_raw_notes = getattr(session, "outcome_notes", None)
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if isinstance(_raw_notes, str) and _raw_notes.strip():
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summary_text = _raw_notes.strip()
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generated_at = datetime.utcnow().strftime("%Y-%m-%d %H:%M UTC")
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# Variable resolution
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session_vars = getattr(session, "session_variables", None) or {}
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if session_vars:
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from app.services.variable_service import resolve_variables
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flow_title = resolve_variables(flow_title, session_vars)
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summary_text = resolve_variables(summary_text, session_vars)
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for step in steps:
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step["title"] = resolve_variables(step["title"], session_vars)
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if step["decision"]:
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step["decision"] = resolve_variables(step["decision"], session_vars)
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if step["notes"]:
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step["notes"] = resolve_variables(step["notes"], session_vars)
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for sd in supporting_data:
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if sd["data_type"] == "text_snippet":
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sd["content"] = resolve_variables(sd["content"], session_vars)
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# Apply redaction
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if options.redaction_mode == "mask":
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from app.services.redaction_service import apply_redaction_to_text
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try:
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flow_title, _ = apply_redaction_to_text(flow_title)
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summary_text, _ = apply_redaction_to_text(summary_text)
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for step in steps:
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step["title"], _ = apply_redaction_to_text(step["title"])
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if step["decision"]:
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step["decision"], _ = apply_redaction_to_text(step["decision"])
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if step["notes"]:
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step["notes"], _ = apply_redaction_to_text(step["notes"])
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for sd in supporting_data:
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if sd["data_type"] == "text_snippet":
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sd["content"], _ = apply_redaction_to_text(sd["content"])
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except Exception:
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pass # Redaction is best-effort for PDF
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# Render HTML
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html_content = template.render(
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report_type=report_type,
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flow_title=flow_title,
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logo_data=logo_data,
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logo_content_type=logo_content_type or "image/png",
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has_custom_logo=has_custom_logo,
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company_name=company_name,
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engineer_name=engineer_name,
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client_name=session.client_name,
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ticket_number=session.ticket_number,
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session_date=session_date,
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duration=duration,
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outcome_class=outcome_class,
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outcome_display=outcome_label,
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summary=summary_text,
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steps=steps,
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supporting_data=supporting_data,
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generated_at=generated_at,
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)
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# Convert to PDF
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pdf_bytes = weasyprint.HTML(string=html_content).write_pdf()
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return pdf_bytes
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378
backend/app/templates/export_pdf.html
Normal file
378
backend/app/templates/export_pdf.html
Normal file
@@ -0,0 +1,378 @@
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<!DOCTYPE html>
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<html lang="en">
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<head>
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<meta charset="UTF-8">
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<style>
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{% if has_custom_logo %}
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@page {
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size: A4;
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margin: 2cm;
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@bottom-right {
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content: "Powered by ResolutionFlow";
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font-size: 8pt;
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color: #999;
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}
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@bottom-left {
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content: "Generated {{ generated_at }}";
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font-size: 8pt;
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color: #999;
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}
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}
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{% else %}
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@page {
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size: A4;
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margin: 2cm;
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@bottom-left {
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content: "Generated {{ generated_at }}";
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font-size: 8pt;
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color: #999;
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}
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}
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{% endif %}
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* {
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margin: 0;
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padding: 0;
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box-sizing: border-box;
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}
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body {
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font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, Helvetica, Arial, sans-serif;
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color: #1a1a2e;
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background: #ffffff;
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font-size: 10pt;
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line-height: 1.5;
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}
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/* --- Header --- */
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.header {
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display: flex;
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justify-content: space-between;
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align-items: flex-start;
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margin-bottom: 24px;
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padding-bottom: 16px;
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border-bottom: 3px solid #06b6d4;
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}
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.header-left {
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flex: 1;
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}
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.report-type {
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font-size: 8pt;
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text-transform: uppercase;
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letter-spacing: 0.1em;
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color: #06b6d4;
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font-weight: 600;
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margin-bottom: 4px;
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}
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.flow-title {
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font-size: 18pt;
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font-weight: 700;
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color: #1a1a2e;
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margin-bottom: 4px;
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}
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.company-name {
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font-size: 10pt;
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color: #666;
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}
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.header-logo {
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flex-shrink: 0;
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margin-left: 24px;
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}
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.header-logo img {
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max-width: 120px;
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max-height: 60px;
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object-fit: contain;
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}
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/* --- Metadata Grid --- */
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.metadata-grid {
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display: grid;
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grid-template-columns: 1fr 1fr 1fr;
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gap: 12px;
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margin-bottom: 24px;
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padding: 16px;
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background: #f8fafc;
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border-radius: 8px;
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border: 1px solid #e2e8f0;
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}
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.meta-item {
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display: flex;
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flex-direction: column;
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}
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.meta-label {
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font-size: 7pt;
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text-transform: uppercase;
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letter-spacing: 0.08em;
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color: #94a3b8;
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font-weight: 600;
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margin-bottom: 2px;
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}
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.meta-value {
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font-size: 10pt;
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color: #1a1a2e;
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font-weight: 500;
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}
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.outcome-resolved {
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color: #059669;
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font-weight: 700;
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}
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.outcome-escalated {
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color: #d97706;
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font-weight: 700;
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}
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.outcome-workaround {
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color: #2563eb;
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font-weight: 700;
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}
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.outcome-unresolved {
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color: #dc2626;
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font-weight: 700;
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}
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/* --- Section Headers --- */
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.section-title {
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font-size: 12pt;
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font-weight: 700;
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color: #1a1a2e;
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margin-bottom: 12px;
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padding-bottom: 6px;
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border-bottom: 2px solid #06b6d4;
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}
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/* --- Summary --- */
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.summary {
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margin-bottom: 24px;
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}
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.summary-text {
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font-size: 10pt;
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color: #334155;
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line-height: 1.6;
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white-space: pre-wrap;
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}
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/* --- Troubleshooting Path Timeline --- */
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.timeline {
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margin-bottom: 24px;
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}
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.timeline-step {
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display: flex;
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align-items: flex-start;
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margin-bottom: 8px;
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position: relative;
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padding-left: 24px;
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}
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.timeline-step::before {
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content: "";
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position: absolute;
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left: 5px;
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top: 6px;
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width: 10px;
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height: 10px;
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background: #06b6d4;
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border-radius: 50%;
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}
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.timeline-step::after {
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content: "";
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position: absolute;
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left: 9px;
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top: 18px;
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width: 2px;
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height: calc(100% + 0px);
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background: #e2e8f0;
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}
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|
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.timeline-step:last-child::after {
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display: none;
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}
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|
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.step-content {
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flex: 1;
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padding-bottom: 8px;
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}
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.step-title {
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font-size: 10pt;
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font-weight: 600;
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color: #1a1a2e;
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}
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.step-decision {
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font-size: 9pt;
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color: #06b6d4;
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font-weight: 500;
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margin-top: 2px;
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}
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.step-notes {
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font-size: 9pt;
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color: #64748b;
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font-style: italic;
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margin-top: 2px;
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}
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|
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.step-duration {
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font-size: 8pt;
|
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color: #94a3b8;
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margin-top: 2px;
|
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}
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|
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/* --- Supporting Data --- */
|
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.supporting-data {
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margin-bottom: 24px;
|
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}
|
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|
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.supporting-item {
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margin-bottom: 16px;
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break-inside: avoid;
|
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border: 1px solid #e2e8f0;
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border-radius: 8px;
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overflow: hidden;
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}
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|
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.supporting-item-label {
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font-size: 9pt;
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font-weight: 600;
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color: #1a1a2e;
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padding: 8px 12px;
|
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background: #f8fafc;
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border-bottom: 1px solid #e2e8f0;
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}
|
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|
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.supporting-item-content {
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padding: 12px;
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}
|
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|
||||
.code-block {
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||||
font-family: "JetBrains Mono", "Fira Code", "Consolas", monospace;
|
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font-size: 8pt;
|
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line-height: 1.5;
|
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background: #f1f5f9;
|
||||
padding: 12px;
|
||||
border-radius: 4px;
|
||||
white-space: pre-wrap;
|
||||
word-break: break-all;
|
||||
color: #334155;
|
||||
}
|
||||
|
||||
.screenshot-img {
|
||||
max-width: 100%;
|
||||
height: auto;
|
||||
border-radius: 4px;
|
||||
}
|
||||
</style>
|
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</head>
|
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<body>
|
||||
|
||||
<!-- Header -->
|
||||
<div class="header">
|
||||
<div class="header-left">
|
||||
<div class="report-type">{{ report_type }}</div>
|
||||
<div class="flow-title">{{ flow_title }}</div>
|
||||
{% if company_name %}
|
||||
<div class="company-name">{{ company_name }}</div>
|
||||
{% endif %}
|
||||
</div>
|
||||
{% if logo_data %}
|
||||
<div class="header-logo">
|
||||
<img src="data:{{ logo_content_type }};base64,{{ logo_data }}" alt="Logo">
|
||||
</div>
|
||||
{% endif %}
|
||||
</div>
|
||||
|
||||
<!-- Metadata Grid -->
|
||||
<div class="metadata-grid">
|
||||
<div class="meta-item">
|
||||
<span class="meta-label">Engineer</span>
|
||||
<span class="meta-value">{{ engineer_name or "N/A" }}</span>
|
||||
</div>
|
||||
<div class="meta-item">
|
||||
<span class="meta-label">Client</span>
|
||||
<span class="meta-value">{{ client_name or "N/A" }}</span>
|
||||
</div>
|
||||
<div class="meta-item">
|
||||
<span class="meta-label">Ticket #</span>
|
||||
<span class="meta-value">{{ ticket_number or "N/A" }}</span>
|
||||
</div>
|
||||
<div class="meta-item">
|
||||
<span class="meta-label">Date</span>
|
||||
<span class="meta-value">{{ session_date }}</span>
|
||||
</div>
|
||||
<div class="meta-item">
|
||||
<span class="meta-label">Duration</span>
|
||||
<span class="meta-value">{{ duration }}</span>
|
||||
</div>
|
||||
<div class="meta-item">
|
||||
<span class="meta-label">Outcome</span>
|
||||
<span class="meta-value {{ outcome_class }}">{{ outcome_display }}</span>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Summary -->
|
||||
{% if summary %}
|
||||
<div class="summary">
|
||||
<div class="section-title">Summary</div>
|
||||
<div class="summary-text">{{ summary }}</div>
|
||||
</div>
|
||||
{% endif %}
|
||||
|
||||
<!-- Troubleshooting Path -->
|
||||
{% if steps %}
|
||||
<div class="timeline">
|
||||
<div class="section-title">Troubleshooting Path</div>
|
||||
{% for step in steps %}
|
||||
<div class="timeline-step">
|
||||
<div class="step-content">
|
||||
<div class="step-title">{{ loop.index }}. {{ step.title }}</div>
|
||||
{% if step.decision %}
|
||||
<div class="step-decision">{{ step.decision }}</div>
|
||||
{% endif %}
|
||||
{% if step.notes %}
|
||||
<div class="step-notes">{{ step.notes }}</div>
|
||||
{% endif %}
|
||||
{% if step.duration %}
|
||||
<div class="step-duration">{{ step.duration }}</div>
|
||||
{% endif %}
|
||||
</div>
|
||||
</div>
|
||||
{% endfor %}
|
||||
</div>
|
||||
{% endif %}
|
||||
|
||||
<!-- Supporting Data -->
|
||||
{% if supporting_data %}
|
||||
<div class="supporting-data">
|
||||
<div class="section-title">Supporting Data</div>
|
||||
{% for item in supporting_data %}
|
||||
<div class="supporting-item">
|
||||
<div class="supporting-item-label">{{ item.label }}</div>
|
||||
<div class="supporting-item-content">
|
||||
{% if item.data_type == "screenshot" %}
|
||||
<img class="screenshot-img" src="data:{{ item.content_type or 'image/png' }};base64,{{ item.content }}" alt="{{ item.label }}">
|
||||
{% else %}
|
||||
<div class="code-block">{{ item.content }}</div>
|
||||
{% endif %}
|
||||
</div>
|
||||
</div>
|
||||
{% endfor %}
|
||||
</div>
|
||||
{% endif %}
|
||||
|
||||
</body>
|
||||
</html>
|
||||
@@ -42,6 +42,10 @@ voyageai>=0.3.0
|
||||
# Monitoring
|
||||
sentry-sdk[fastapi]>=2.54.0
|
||||
|
||||
# PDF Export
|
||||
weasyprint>=62.0
|
||||
jinja2>=3.1.0
|
||||
|
||||
# Utilities
|
||||
python-dotenv==1.0.1
|
||||
croniter>=2.0.0
|
||||
|
||||
96
backend/tests/test_pdf_export.py
Normal file
96
backend/tests/test_pdf_export.py
Normal file
@@ -0,0 +1,96 @@
|
||||
"""Tests for PDF export via WeasyPrint."""
|
||||
|
||||
import pytest
|
||||
from httpx import AsyncClient
|
||||
|
||||
|
||||
@pytest.mark.asyncio
|
||||
class TestPDFExport:
|
||||
"""Test PDF export endpoint."""
|
||||
|
||||
async def test_export_pdf_returns_pdf_content(
|
||||
self, client: AsyncClient, auth_headers: dict, test_tree: dict
|
||||
):
|
||||
"""Test that PDF export returns application/pdf content starting with %PDF."""
|
||||
# Create a session
|
||||
create_response = await client.post(
|
||||
"/api/v1/sessions",
|
||||
json={"tree_id": test_tree["id"], "ticket_number": "PDF-001"},
|
||||
headers=auth_headers,
|
||||
)
|
||||
assert create_response.status_code in (200, 201)
|
||||
session_id = create_response.json()["id"]
|
||||
|
||||
# Add a decision so there's content
|
||||
await client.put(
|
||||
f"/api/v1/sessions/{session_id}",
|
||||
json={
|
||||
"decisions": [
|
||||
{
|
||||
"node_id": "root",
|
||||
"question": "Is this a test?",
|
||||
"answer": "Yes",
|
||||
"notes": "PDF export test",
|
||||
"timestamp": "2026-03-17T10:00:00Z",
|
||||
}
|
||||
]
|
||||
},
|
||||
headers=auth_headers,
|
||||
)
|
||||
|
||||
# Export as PDF
|
||||
response = await client.post(
|
||||
f"/api/v1/sessions/{session_id}/export",
|
||||
json={"format": "pdf", "include_tree_info": True},
|
||||
headers=auth_headers,
|
||||
)
|
||||
|
||||
assert response.status_code == 200
|
||||
assert response.headers["content-type"] == "application/pdf"
|
||||
assert "session-export-" in response.headers.get("content-disposition", "")
|
||||
# PDF files start with %PDF
|
||||
assert response.content[:5] == b"%PDF-"
|
||||
|
||||
async def test_export_pdf_with_no_supporting_data(
|
||||
self, client: AsyncClient, auth_headers: dict, test_tree: dict
|
||||
):
|
||||
"""Test PDF export works when session has no supporting data."""
|
||||
create_response = await client.post(
|
||||
"/api/v1/sessions",
|
||||
json={"tree_id": test_tree["id"]},
|
||||
headers=auth_headers,
|
||||
)
|
||||
assert create_response.status_code in (200, 201)
|
||||
session_id = create_response.json()["id"]
|
||||
|
||||
response = await client.post(
|
||||
f"/api/v1/sessions/{session_id}/export",
|
||||
json={"format": "pdf"},
|
||||
headers=auth_headers,
|
||||
)
|
||||
|
||||
assert response.status_code == 200
|
||||
assert response.headers["content-type"] == "application/pdf"
|
||||
assert response.content[:5] == b"%PDF-"
|
||||
|
||||
async def test_existing_markdown_export_still_works(
|
||||
self, client: AsyncClient, auth_headers: dict, test_tree: dict
|
||||
):
|
||||
"""Verify markdown export is unaffected by PDF addition."""
|
||||
create_response = await client.post(
|
||||
"/api/v1/sessions",
|
||||
json={"tree_id": test_tree["id"], "ticket_number": "MD-001"},
|
||||
headers=auth_headers,
|
||||
)
|
||||
assert create_response.status_code in (200, 201)
|
||||
session_id = create_response.json()["id"]
|
||||
|
||||
response = await client.post(
|
||||
f"/api/v1/sessions/{session_id}/export",
|
||||
json={"format": "markdown", "include_tree_info": True},
|
||||
headers=auth_headers,
|
||||
)
|
||||
|
||||
assert response.status_code == 200
|
||||
assert "text/markdown" in response.headers["content-type"]
|
||||
assert "MD-001" in response.text
|
||||
Reference in New Issue
Block a user