From 7824cddd71ec5252991708b05daf7e235fe90b58 Mon Sep 17 00:00:00 2001
From: Michael Chihlas <michael@chihlas.com>
Date: Wed, 4 Feb 2026 02:49:11 -0500
Subject: [PATCH] feat: include scratchpad in session export (markdown, text,
 HTML)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
---
 backend/app/api/endpoints/sessions.py |  24 +++++
 backend/tests/test_sessions.py        | 142 ++++++++++++++++++++++++++
 2 files changed, 166 insertions(+)

diff --git a/backend/app/api/endpoints/sessions.py b/backend/app/api/endpoints/sessions.py
index 86286b6c..922563b3 100644
--- a/backend/app/api/endpoints/sessions.py
+++ b/backend/app/api/endpoints/sessions.py
@@ -273,6 +273,16 @@ def _generate_markdown_export(session: Session, options: SessionExport) -> str:
         lines.append("---")
         lines.append("")
 
+    # Scratchpad / Evidence section
+    scratchpad = getattr(session, 'scratchpad', '') or ''
+    if scratchpad.strip():
+        lines.append("## Evidence / Reference")
+        lines.append("")
+        lines.append(scratchpad)
+        lines.append("")
+        lines.append("---")
+        lines.append("")
+
     lines.append("## Troubleshooting Steps")
     lines.append("")
 
@@ -311,6 +321,14 @@ def _generate_text_export(session: Session, options: SessionExport) -> str:
                 lines.append(f"Completed: {session.completed_at.strftime('%Y-%m-%d %H:%M')}")
         lines.append("")
 
+    # Scratchpad / Evidence section
+    scratchpad = getattr(session, 'scratchpad', '') or ''
+    if scratchpad.strip():
+        lines.append("EVIDENCE / REFERENCE")
+        lines.append("-" * 20)
+        lines.append(scratchpad)
+        lines.append("")
+
     lines.append("TROUBLESHOOTING STEPS")
     lines.append("-" * 20)
 
@@ -360,6 +378,12 @@ def _generate_html_export(session: Session, options: SessionExport) -> str:
                 html.append(f'<p><strong>Completed:</strong> {session.completed_at.strftime("%Y-%m-%d %H:%M")}</p>')
         html.append('</div>')
 
+    # Scratchpad / Evidence section
+    scratchpad = getattr(session, 'scratchpad', '') or ''
+    if scratchpad.strip():
+        html.append('<h2>Evidence / Reference</h2>')
+        html.append(f'<div class="scratchpad" style="white-space: pre-wrap; background: #f9f9f9; padding: 12px; border-radius: 4px; margin-bottom: 20px;">{scratchpad}</div>')
+
     html.append('<h2>Troubleshooting Steps</h2>')
 
     for i, decision in enumerate(session.decisions, 1):
diff --git a/backend/tests/test_sessions.py b/backend/tests/test_sessions.py
index d7994de4..3ad858bc 100644
--- a/backend/tests/test_sessions.py
+++ b/backend/tests/test_sessions.py
@@ -461,3 +461,145 @@ class TestSessions:
 
         assert response.status_code == 200
         assert response.json()["scratchpad"] == "post-resolution notes"
+
+    @pytest.mark.asyncio
+    async def test_export_includes_scratchpad_markdown(
+        self, client: AsyncClient, auth_headers: dict, test_tree: dict
+    ):
+        """Test that markdown export includes scratchpad content."""
+        # Create session with scratchpad
+        create_response = await client.post(
+            "/api/v1/sessions",
+            json={"tree_id": test_tree["id"], "ticket_number": "SP-001"},
+            headers=auth_headers
+        )
+        session_id = create_response.json()["id"]
+
+        # Add scratchpad content
+        await client.patch(
+            f"/api/v1/sessions/{session_id}/scratchpad",
+            json={"scratchpad": "- Server IP: 192.168.1.50\n- Error: 0x80070005"},
+            headers=auth_headers
+        )
+
+        # Export as markdown
+        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
+        content = response.text
+        assert "## Evidence / Reference" in content
+        assert "192.168.1.50" in content
+        assert "0x80070005" in content
+
+    @pytest.mark.asyncio
+    async def test_export_includes_scratchpad_text(
+        self, client: AsyncClient, auth_headers: dict, test_tree: dict
+    ):
+        """Test that text export includes scratchpad content."""
+        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.patch(
+            f"/api/v1/sessions/{session_id}/scratchpad",
+            json={"scratchpad": "Error code: 12345"},
+            headers=auth_headers
+        )
+
+        response = await client.post(
+            f"/api/v1/sessions/{session_id}/export",
+            json={"format": "text"},
+            headers=auth_headers
+        )
+
+        assert response.status_code == 200
+        content = response.text
+        assert "EVIDENCE / REFERENCE" in content
+        assert "Error code: 12345" in content
+
+    @pytest.mark.asyncio
+    async def test_export_includes_scratchpad_html(
+        self, client: AsyncClient, auth_headers: dict, test_tree: dict
+    ):
+        """Test that HTML export includes scratchpad content."""
+        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.patch(
+            f"/api/v1/sessions/{session_id}/scratchpad",
+            json={"scratchpad": "DNS server: 10.0.0.5"},
+            headers=auth_headers
+        )
+
+        response = await client.post(
+            f"/api/v1/sessions/{session_id}/export",
+            json={"format": "html"},
+            headers=auth_headers
+        )
+
+        assert response.status_code == 200
+        content = response.text
+        assert "Evidence / Reference" in content
+        assert "DNS server: 10.0.0.5" in content
+
+    @pytest.mark.asyncio
+    async def test_export_excludes_empty_scratchpad(
+        self, client: AsyncClient, auth_headers: dict, test_tree: dict
+    ):
+        """Test that export omits scratchpad section when empty."""
+        create_response = await client.post(
+            "/api/v1/sessions",
+            json={"tree_id": test_tree["id"]},
+            headers=auth_headers
+        )
+        session_id = create_response.json()["id"]
+
+        # Export without setting scratchpad
+        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 "Evidence / Reference" not in content
+
+    @pytest.mark.asyncio
+    async def test_export_excludes_whitespace_only_scratchpad(
+        self, client: AsyncClient, auth_headers: dict, test_tree: dict
+    ):
+        """Test that export omits scratchpad section when only whitespace."""
+        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.patch(
+            f"/api/v1/sessions/{session_id}/scratchpad",
+            json={"scratchpad": "   \n  \n  "},
+            headers=auth_headers
+        )
+
+        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 "Evidence / Reference" not in content