feat: add Resolution and Next Steps sections to all export formats

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

backend/app/services/export_service.py

@@ -175,6 +175,28 @@ def generate_markdown_export(session: Session, options: SessionExport) -> str:
             lines.append(f"*{decision['timestamp']}*")
         lines.append("")
 
+    # Resolution / Outcome Notes
+    _raw_notes = getattr(session, 'outcome_notes', None)
+    outcome_notes = _raw_notes if isinstance(_raw_notes, str) else ''
+    if outcome_notes.strip() and options.include_outcome_notes:
+        lines.append("---")
+        lines.append("")
+        lines.append("## Resolution")
+        lines.append("")
+        lines.append(outcome_notes.strip())
+        lines.append("")
+
+    # Next Steps
+    _raw_next = getattr(session, 'next_steps', None)
+    next_steps = _raw_next if isinstance(_raw_next, str) else ''
+    if next_steps.strip() and options.include_next_steps:
+        lines.append("---")
+        lines.append("")
+        lines.append("## Next Steps")
+        lines.append("")
+        lines.append(next_steps.strip())
+        lines.append("")
+
     return "\n".join(lines)
 
 
@@ -232,6 +254,24 @@ def generate_text_export(session: Session, options: SessionExport) -> str:
         if duration_seconds is not None:
             lines.append(f"   Duration: {_format_step_duration(duration_seconds)}")
 
+    # Resolution
+    _raw_notes = getattr(session, 'outcome_notes', None)
+    outcome_notes = _raw_notes if isinstance(_raw_notes, str) else ''
+    if outcome_notes.strip() and options.include_outcome_notes:
+        lines.append("")
+        lines.append("RESOLUTION")
+        lines.append("-" * 20)
+        lines.append(outcome_notes.strip())
+
+    # Next Steps
+    _raw_next = getattr(session, 'next_steps', None)
+    next_steps = _raw_next if isinstance(_raw_next, str) else ''
+    if next_steps.strip() and options.include_next_steps:
+        lines.append("")
+        lines.append("NEXT STEPS")
+        lines.append("-" * 20)
+        lines.append(next_steps.strip())
+
     return "\n".join(lines)
 
 
@@ -304,6 +344,20 @@ def generate_html_export(session: Session, options: SessionExport) -> str:
             html_parts.append(f'<p class="timestamp">{html.escape(str(decision["timestamp"]))}</p>')
         html_parts.append('</div>')
 
+    # Resolution
+    _raw_notes = getattr(session, 'outcome_notes', None)
+    outcome_notes = _raw_notes if isinstance(_raw_notes, str) else ''
+    if outcome_notes.strip() and options.include_outcome_notes:
+        html_parts.append('<h2>Resolution</h2>')
+        html_parts.append(f'<div style="white-space: pre-wrap; margin-bottom: 20px;">{html.escape(outcome_notes.strip())}</div>')
+
+    # Next Steps
+    _raw_next = getattr(session, 'next_steps', None)
+    next_steps = _raw_next if isinstance(_raw_next, str) else ''
+    if next_steps.strip() and options.include_next_steps:
+        html_parts.append('<h2>Next Steps</h2>')
+        html_parts.append(f'<div style="white-space: pre-wrap; margin-bottom: 20px;">{html.escape(next_steps.strip())}</div>')
+
     html_parts.extend(['</body>', '</html>'])
     return "\n".join(html_parts)
 
@@ -360,9 +414,13 @@ def generate_psa_export(session: Session, options: SessionExport) -> str:
         lines.append("No steps recorded.")
     lines.append("")
 
-    # Resolution - last decision answer
+    # Resolution
     lines.append("--- RESOLUTION ---")
-    if session.decisions:
+    _raw_notes = getattr(session, 'outcome_notes', None)
+    outcome_notes = _raw_notes if isinstance(_raw_notes, str) else ''
+    if outcome_notes.strip() and options.include_outcome_notes:
+        lines.append(outcome_notes.strip())
+    elif session.decisions:
         last_decision = session.decisions[-1]
         resolution = last_decision.get("answer") or last_decision.get("question", "No resolution recorded")
         lines.append(resolution)
@@ -372,6 +430,14 @@ def generate_psa_export(session: Session, options: SessionExport) -> str:
         lines.append(f"Outcome: {outcome_label}")
     lines.append("")
 
+    # Next Steps
+    _raw_next = getattr(session, 'next_steps', None)
+    next_steps = _raw_next if isinstance(_raw_next, str) else ''
+    if next_steps.strip() and options.include_next_steps:
+        lines.append("--- NEXT STEPS ---")
+        lines.append(next_steps.strip())
+        lines.append("")
+
     # Time spent
     lines.append("--- TIME SPENT ---")
     duration = _format_duration(session.started_at, session.completed_at)

backend/tests/test_sessions.py

@@ -1058,3 +1058,129 @@ class TestSessions:
 
         assert response.status_code == 200
         assert response.json()["next_steps"] == "Schedule follow-up call"
+
+    @pytest.mark.asyncio
+    async def test_export_includes_outcome_notes_in_resolution(
+        self, client: AsyncClient, auth_headers: dict, test_tree: dict
+    ):
+        """Test that outcome_notes appear as Resolution section in exports."""
+        create_response = await client.post(
+            "/api/v1/sessions",
+            json={"tree_id": test_tree["id"]},
+            headers=auth_headers
+        )
+        session_id = create_response.json()["id"]
+
+        await client.post(
+            f"/api/v1/sessions/{session_id}/complete",
+            json={
+                "outcome": "resolved",
+                "outcome_notes": "Replaced failed DIMM in slot A2",
+                "next_steps": "Monitor for 24 hours"
+            },
+            headers=auth_headers
+        )
+
+        # Test markdown
+        response = await client.post(
+            f"/api/v1/sessions/{session_id}/export",
+            json={"format": "markdown"},
+            headers=auth_headers
+        )
+        assert response.status_code == 200
+        content = response.text
+        assert "## Resolution" in content
+        assert "Replaced failed DIMM in slot A2" in content
+        assert "## Next Steps" in content
+        assert "Monitor for 24 hours" in content
+
+        # Test text
+        response = await client.post(
+            f"/api/v1/sessions/{session_id}/export",
+            json={"format": "text"},
+            headers=auth_headers
+        )
+        content = response.text
+        assert "RESOLUTION" in content
+        assert "Replaced failed DIMM in slot A2" in content
+        assert "NEXT STEPS" in content
+        assert "Monitor for 24 hours" in content
+
+        # Test HTML
+        response = await client.post(
+            f"/api/v1/sessions/{session_id}/export",
+            json={"format": "html"},
+            headers=auth_headers
+        )
+        content = response.text
+        assert "Resolution" in content
+        assert "Replaced failed DIMM in slot A2" in content
+        assert "Next Steps" in content
+        assert "Monitor for 24 hours" in content
+
+        # Test PSA
+        response = await client.post(
+            f"/api/v1/sessions/{session_id}/export",
+            json={"format": "psa"},
+            headers=auth_headers
+        )
+        content = response.text
+        assert "Replaced failed DIMM in slot A2" in content
+        assert "Monitor for 24 hours" in content
+
+    @pytest.mark.asyncio
+    async def test_export_omits_empty_resolution_and_next_steps(
+        self, client: AsyncClient, auth_headers: dict, test_tree: dict
+    ):
+        """Test that empty outcome_notes/next_steps don't create empty sections."""
+        create_response = await client.post(
+            "/api/v1/sessions",
+            json={"tree_id": test_tree["id"]},
+            headers=auth_headers
+        )
+        session_id = create_response.json()["id"]
+
+        await client.post(
+            f"/api/v1/sessions/{session_id}/complete",
+            json={"outcome": "resolved"},
+            headers=auth_headers
+        )
+
+        response = await client.post(
+            f"/api/v1/sessions/{session_id}/export",
+            json={"format": "markdown"},
+            headers=auth_headers
+        )
+        content = response.text
+        assert "## Resolution" not in content
+        assert "## Next Steps" not in content
+
+    @pytest.mark.asyncio
+    async def test_export_exclude_outcome_notes_flag(
+        self, client: AsyncClient, auth_headers: dict, test_tree: dict
+    ):
+        """Test include_outcome_notes=False suppresses resolution section."""
+        create_response = await client.post(
+            "/api/v1/sessions",
+            json={"tree_id": test_tree["id"]},
+            headers=auth_headers
+        )
+        session_id = create_response.json()["id"]
+
+        await client.post(
+            f"/api/v1/sessions/{session_id}/complete",
+            json={
+                "outcome": "resolved",
+                "outcome_notes": "Should not appear"
+            },
+            headers=auth_headers
+        )
+
+        response = await client.post(
+            f"/api/v1/sessions/{session_id}/export",
+            json={"format": "markdown", "include_outcome_notes": False},
+            headers=auth_headers
+        )
+        content = response.text
+        assert "## Resolution" not in content
+        assert "Should not appear" not in content