feat: add PSA ticket export format and Quick-Start landing page

PSA Export: - New "PSA / Ticket Note" export format optimized for ConnectWise - Structured output: Problem, Steps Taken, Resolution, Time Spent, Notes - Prominent "Copy for Ticket" button on session detail page - 24 unit tests for PSA export generator Quick-Start Landing: - New default landing page with search-first UX - Auto-focused search bar with debounced tree search - "Continue Session" cards for active sessions - "Recent Trees" section from session history - Home nav item and logo links updated Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-08 19:36:51 -05:00
parent f2ae3a51fa
commit 4f8b7dd7ca
11 changed files with 621 additions and 13 deletions
--- a/backend/tests/test_psa_export.py
+++ b/backend/tests/test_psa_export.py
@@ -0,0 +1,233 @@
+"""Tests for PSA/ticket note export format.
+
+Covers: all fields present, missing optional fields, duration calculation,
+incomplete sessions, and edge cases.
+"""
+
+from datetime import datetime, timezone
+from unittest.mock import MagicMock
+
+import pytest
+
+from app.schemas.session import SessionExport
+from app.services.export_service import generate_psa_export, _format_duration
+
+
+def _make_session(
+    tree_name="Test Tree",
+    tree_description="A test problem description",
+    ticket_number=None,
+    client_name=None,
+    decisions=None,
+    scratchpad="",
+    started_at=None,
+    completed_at=None,
+):
+    """Create a mock session object for PSA export testing."""
+    session = MagicMock()
+    session.tree_snapshot = {"name": tree_name, "description": tree_description}
+    session.ticket_number = ticket_number
+    session.client_name = client_name
+    session.decisions = decisions or []
+    session.scratchpad = scratchpad
+    session.started_at = started_at or datetime(2026, 1, 15, 10, 0, tzinfo=timezone.utc)
+    session.completed_at = completed_at or datetime(2026, 1, 15, 11, 30, tzinfo=timezone.utc)
+    return session
+
+
+def _default_options():
+    return SessionExport(format="psa", include_timestamps=True, include_tree_info=True)
+
+
+class TestPsaExportAllFields:
+    """Test PSA export with all fields populated."""
+
+    def test_includes_header(self):
+        session = _make_session(
+            ticket_number="TK-5001",
+            client_name="Contoso Corp",
+        )
+        result = generate_psa_export(session, _default_options())
+        assert "=== TROUBLESHOOTING NOTES ===" in result
+        assert "Ticket: TK-5001" in result
+        assert "Client: Contoso Corp" in result
+
+    def test_includes_tree_name_and_date(self):
+        session = _make_session(tree_name="DNS Troubleshooting")
+        result = generate_psa_export(session, _default_options())
+        assert "Tree: DNS Troubleshooting" in result
+        assert "Date: 2026-01-15 10:00" in result
+
+    def test_includes_problem_section(self):
+        session = _make_session(tree_description="Client cannot resolve DNS names")
+        result = generate_psa_export(session, _default_options())
+        assert "--- PROBLEM ---" in result
+        assert "Client cannot resolve DNS names" in result
+
+    def test_includes_steps_taken(self):
+        session = _make_session(decisions=[
+            {"question": "Is the DNS service running?", "answer": "Yes", "notes": "Checked services"},
+            {"question": "Can you ping the DNS server?", "answer": "No"},
+        ])
+        result = generate_psa_export(session, _default_options())
+        assert "--- STEPS TAKEN ---" in result
+        assert "1. Is the DNS service running? -> Yes" in result
+        assert "   Notes: Checked services" in result
+        assert "2. Can you ping the DNS server? -> No" in result
+
+    def test_includes_resolution(self):
+        session = _make_session(decisions=[
+            {"question": "Check cable", "answer": "Connected"},
+            {"question": "Restart service", "answer": "Service restarted successfully"},
+        ])
+        result = generate_psa_export(session, _default_options())
+        assert "--- RESOLUTION ---" in result
+        assert "Service restarted successfully" in result
+
+    def test_includes_duration(self):
+        session = _make_session(
+            started_at=datetime(2026, 1, 15, 10, 0, tzinfo=timezone.utc),
+            completed_at=datetime(2026, 1, 15, 11, 30, tzinfo=timezone.utc),
+        )
+        result = generate_psa_export(session, _default_options())
+        assert "--- TIME SPENT ---" in result
+        assert "Duration: 1h 30m" in result
+
+    def test_includes_engineer_notes(self):
+        session = _make_session(scratchpad="Checked firewall rules, port 53 was blocked")
+        result = generate_psa_export(session, _default_options())
+        assert "--- ENGINEER NOTES ---" in result
+        assert "Checked firewall rules, port 53 was blocked" in result
+
+
+class TestPsaExportMissingFields:
+    """Test PSA export gracefully handles missing optional fields."""
+
+    def test_missing_ticket_number(self):
+        session = _make_session(ticket_number=None)
+        result = generate_psa_export(session, _default_options())
+        assert "Ticket: N/A" in result
+
+    def test_missing_client_name(self):
+        session = _make_session(client_name=None)
+        result = generate_psa_export(session, _default_options())
+        assert "Client: N/A" in result
+
+    def test_missing_description(self):
+        session = _make_session(tree_description="")
+        result = generate_psa_export(session, _default_options())
+        assert "No description provided." in result
+
+    def test_empty_scratchpad(self):
+        session = _make_session(scratchpad="")
+        result = generate_psa_export(session, _default_options())
+        assert "--- ENGINEER NOTES ---" in result
+        lines = result.split("\n")
+        notes_idx = lines.index("--- ENGINEER NOTES ---")
+        assert lines[notes_idx + 1] == "None"
+
+    def test_whitespace_only_scratchpad(self):
+        session = _make_session(scratchpad="   \n  \n  ")
+        result = generate_psa_export(session, _default_options())
+        lines = result.split("\n")
+        notes_idx = lines.index("--- ENGINEER NOTES ---")
+        assert lines[notes_idx + 1] == "None"
+
+    def test_no_decisions(self):
+        session = _make_session(decisions=[])
+        result = generate_psa_export(session, _default_options())
+        assert "No steps recorded." in result
+        assert "No resolution recorded." in result
+
+    def test_decision_with_action_performed_fallback(self):
+        session = _make_session(decisions=[
+            {"action_performed": "Restarted the server", "answer": "Done"},
+        ])
+        result = generate_psa_export(session, _default_options())
+        assert "1. Restarted the server -> Done" in result
+
+    def test_decision_without_answer(self):
+        session = _make_session(decisions=[
+            {"question": "Check logs"},
+        ])
+        result = generate_psa_export(session, _default_options())
+        assert "1. Check logs" in result
+        # No arrow when answer is missing
+        assert "->" not in result
+
+
+class TestDurationCalculation:
+    """Test the _format_duration helper."""
+
+    def test_hours_and_minutes(self):
+        start = datetime(2026, 1, 15, 10, 0, tzinfo=timezone.utc)
+        end = datetime(2026, 1, 15, 12, 45, tzinfo=timezone.utc)
+        assert _format_duration(start, end) == "2h 45m"
+
+    def test_minutes_only(self):
+        start = datetime(2026, 1, 15, 10, 0, tzinfo=timezone.utc)
+        end = datetime(2026, 1, 15, 10, 25, tzinfo=timezone.utc)
+        assert _format_duration(start, end) == "25 minutes"
+
+    def test_zero_minutes(self):
+        start = datetime(2026, 1, 15, 10, 0, tzinfo=timezone.utc)
+        end = datetime(2026, 1, 15, 10, 0, 30, tzinfo=timezone.utc)
+        assert _format_duration(start, end) == "0 minutes"
+
+    def test_incomplete_session(self):
+        start = datetime(2026, 1, 15, 10, 0, tzinfo=timezone.utc)
+        assert _format_duration(start, None) == "In progress"
+
+    def test_exact_hour(self):
+        start = datetime(2026, 1, 15, 10, 0, tzinfo=timezone.utc)
+        end = datetime(2026, 1, 15, 11, 0, tzinfo=timezone.utc)
+        assert _format_duration(start, end) == "1h 0m"
+
+
+class TestPsaExportIncompleteSession:
+    """Test PSA export for sessions that are not yet completed."""
+
+    def test_incomplete_session_shows_in_progress_duration(self):
+        session = _make_session(completed_at=None)
+        # Override completed_at to None explicitly
+        session.completed_at = None
+        result = generate_psa_export(session, _default_options())
+        assert "Duration: In progress" in result
+
+    def test_incomplete_session_with_steps(self):
+        session = _make_session(
+            decisions=[{"question": "First step", "answer": "Done"}],
+            completed_at=None,
+        )
+        session.completed_at = None
+        result = generate_psa_export(session, _default_options())
+        assert "1. First step -> Done" in result
+        assert "Duration: In progress" in result
+
+
+class TestPsaExportFormat:
+    """Test the overall format structure of PSA export."""
+
+    def test_section_order(self):
+        session = _make_session(
+            ticket_number="TK-100",
+            client_name="Acme",
+            decisions=[{"question": "Step 1", "answer": "Yes"}],
+            scratchpad="Some notes",
+        )
+        result = generate_psa_export(session, _default_options())
+        sections = [
+            "=== TROUBLESHOOTING NOTES ===",
+            "--- PROBLEM ---",
+            "--- STEPS TAKEN ---",
+            "--- RESOLUTION ---",
+            "--- TIME SPENT ---",
+            "--- ENGINEER NOTES ---",
+        ]
+        positions = [result.index(s) for s in sections]
+        assert positions == sorted(positions), "Sections should appear in the expected order"
+
+    def test_format_validation_accepts_psa(self):
+        """Verify the schema accepts 'psa' as a valid format."""
+        export = SessionExport(format="psa")
+        assert export.format == "psa"