From 4f8b7dd7ca3bf070d4c14e8f36df4aefae03ebea Mon Sep 17 00:00:00 2001
From: chihlasm <michael@chihlas.com>
Date: Sun, 8 Feb 2026 19:36:51 -0500
Subject: [PATCH 1/2] 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>
---
 backend/app/api/endpoints/sessions.py         |   5 +-
 backend/app/schemas/session.py                |   2 +-
 backend/app/services/export_service.py        |  80 +++++-
 backend/tests/test_psa_export.py              | 233 ++++++++++++++++
 frontend/src/components/layout/AppLayout.tsx  |   9 +-
 .../components/session/ExportPreviewModal.tsx |   2 +-
 frontend/src/pages/QuickStartPage.tsx         | 253 ++++++++++++++++++
 frontend/src/pages/SessionDetailPage.tsx      |  39 ++-
 frontend/src/router.tsx                       |   7 +-
 frontend/src/store/userPreferencesStore.ts    |   2 +-
 frontend/src/types/session.ts                 |   2 +-
 11 files changed, 621 insertions(+), 13 deletions(-)
 create mode 100644 backend/tests/test_psa_export.py
 create mode 100644 frontend/src/pages/QuickStartPage.tsx

diff --git a/backend/app/api/endpoints/sessions.py b/backend/app/api/endpoints/sessions.py
index aa770398..ef186766 100644
--- a/backend/app/api/endpoints/sessions.py
+++ b/backend/app/api/endpoints/sessions.py
@@ -13,7 +13,7 @@ from app.models.user import User
 from app.schemas.session import SessionCreate, SessionUpdate, SessionResponse, SessionExport, ScratchpadUpdate, SaveAsTreeRequest, SaveAsTreeResponse
 from app.api.deps import get_current_active_user
 from app.core.permissions import can_access_tree
-from app.services.export_service import generate_markdown_export, generate_text_export, generate_html_export
+from app.services.export_service import generate_markdown_export, generate_text_export, generate_html_export, generate_psa_export
 
 router = APIRouter(prefix="/sessions", tags=["sessions"])
 
@@ -288,6 +288,9 @@ async def export_session(
     elif export_options.format == "html":
         content = generate_html_export(session, export_options)
         media_type = "text/html"
+    elif export_options.format == "psa":
+        content = generate_psa_export(session, export_options)
+        media_type = "text/plain"
     else:  # text
         content = generate_text_export(session, export_options)
         media_type = "text/plain"
diff --git a/backend/app/schemas/session.py b/backend/app/schemas/session.py
index 1ebc6cdf..442243fe 100644
--- a/backend/app/schemas/session.py
+++ b/backend/app/schemas/session.py
@@ -70,7 +70,7 @@ class SessionResponse(BaseModel):
 
 
 class SessionExport(BaseModel):
-    format: str = Field(default="markdown", pattern="^(text|markdown|html)$")
+    format: str = Field(default="markdown", pattern="^(text|markdown|html|psa)$")
     include_timestamps: bool = True
     include_tree_info: bool = True
 
diff --git a/backend/app/services/export_service.py b/backend/app/services/export_service.py
index 4bd4b755..0fb84acc 100644
--- a/backend/app/services/export_service.py
+++ b/backend/app/services/export_service.py
@@ -1,15 +1,31 @@
 """
 Session export generators for ResolutionFlow.
 
-Provides markdown, plain text, and HTML export formatters
+Provides markdown, plain text, HTML, and PSA/ticket note export formatters
 for troubleshooting sessions.
 """
 import html
+from datetime import datetime, timezone
 
 from app.models.session import Session
 from app.schemas.session import SessionExport
 
 
+def _format_duration(started_at: datetime, completed_at: datetime | None) -> str:
+    """Format duration between two datetimes as human-readable string."""
+    if not completed_at:
+        return "In progress"
+    delta = completed_at - started_at
+    total_seconds = int(delta.total_seconds())
+    if total_seconds < 0:
+        return "0 minutes"
+    hours, remainder = divmod(total_seconds, 3600)
+    minutes = remainder // 60
+    if hours > 0:
+        return f"{hours}h {minutes}m"
+    return f"{minutes} minutes"
+
+
 def generate_markdown_export(session: Session, options: SessionExport) -> str:
     """Generate markdown export."""
     lines = []
@@ -160,3 +176,65 @@ def generate_html_export(session: Session, options: SessionExport) -> str:
 
     html_parts.extend(['</body>', '</html>'])
     return "\n".join(html_parts)
+
+
+def generate_psa_export(session: Session, options: SessionExport) -> str:
+    """Generate PSA/ticket note export optimized for ConnectWise and similar PSA tools."""
+    lines = []
+
+    tree_name = session.tree_snapshot.get("name", "Troubleshooting Session")
+    tree_description = session.tree_snapshot.get("description", "")
+    ticket_number = session.ticket_number or "N/A"
+    client_name = session.client_name or "N/A"
+    date_str = session.started_at.strftime("%Y-%m-%d %H:%M")
+
+    lines.append("=== TROUBLESHOOTING NOTES ===")
+    lines.append(f"Ticket: {ticket_number}  |  Client: {client_name}")
+    lines.append(f"Tree: {tree_name}  |  Date: {date_str}")
+    lines.append("")
+
+    # Problem section
+    lines.append("--- PROBLEM ---")
+    lines.append(tree_description if tree_description else "No description provided.")
+    lines.append("")
+
+    # Steps taken
+    lines.append("--- STEPS TAKEN ---")
+    if session.decisions:
+        for i, decision in enumerate(session.decisions, 1):
+            question = decision.get("question") or decision.get("action_performed", "Step")
+            answer = decision.get("answer", "")
+            notes = decision.get("notes", "")
+
+            line = f"{i}. {question}"
+            if answer:
+                line += f" -> {answer}"
+            lines.append(line)
+            if notes:
+                lines.append(f"   Notes: {notes}")
+    else:
+        lines.append("No steps recorded.")
+    lines.append("")
+
+    # Resolution - last decision answer
+    lines.append("--- RESOLUTION ---")
+    if session.decisions:
+        last_decision = session.decisions[-1]
+        resolution = last_decision.get("answer") or last_decision.get("question", "No resolution recorded")
+        lines.append(resolution)
+    else:
+        lines.append("No resolution recorded.")
+    lines.append("")
+
+    # Time spent
+    lines.append("--- TIME SPENT ---")
+    duration = _format_duration(session.started_at, session.completed_at)
+    lines.append(f"Duration: {duration}")
+    lines.append("")
+
+    # Engineer notes (scratchpad)
+    lines.append("--- ENGINEER NOTES ---")
+    scratchpad = getattr(session, 'scratchpad', '') or ''
+    lines.append(scratchpad.strip() if scratchpad.strip() else "None")
+
+    return "\n".join(lines)
diff --git a/backend/tests/test_psa_export.py b/backend/tests/test_psa_export.py
new file mode 100644
index 00000000..0bcc2a08
--- /dev/null
+++ 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"
diff --git a/frontend/src/components/layout/AppLayout.tsx b/frontend/src/components/layout/AppLayout.tsx
index f74d56ca..3b28b8aa 100644
--- a/frontend/src/components/layout/AppLayout.tsx
+++ b/frontend/src/components/layout/AppLayout.tsx
@@ -47,6 +47,7 @@ export function AppLayout() {
   }, [mobileMenuOpen, handleKeyDown])
 
   const navItems = [
+    { path: '/', label: 'Home' },
     { path: '/trees', label: 'Trees' },
     { path: '/my-trees', label: 'My Trees' },
     { path: '/sessions', label: 'Sessions' },
@@ -70,7 +71,7 @@ export function AppLayout() {
               <Menu className="h-5 w-5" />
             </button>
 
-            <Link to="/trees" className="flex items-center gap-2">
+            <Link to="/" className="flex items-center gap-2">
               <BrandLogo size="sm" />
               <BrandWordmark size="sm" />
             </Link>
@@ -81,7 +82,7 @@ export function AppLayout() {
                   to={item.path}
                   className={cn(
                     'relative rounded-md px-3 py-2 text-sm font-medium transition-colors',
-                    location.pathname.startsWith(item.path)
+                    (item.path === '/' ? location.pathname === '/' : location.pathname.startsWith(item.path))
                       ? 'bg-accent text-accent-foreground'
                       : 'text-muted-foreground hover:bg-accent hover:text-accent-foreground'
                   )}
@@ -137,7 +138,7 @@ export function AppLayout() {
           {/* Drawer */}
           <nav className="absolute inset-y-0 left-0 w-72 border-r border-border bg-card shadow-xl animate-slide-in-left">
             <div className="flex h-16 items-center justify-between border-b border-border px-4">
-              <Link to="/trees" className="flex items-center gap-2">
+              <Link to="/" className="flex items-center gap-2">
                 <BrandLogo size="sm" />
                 <BrandWordmark size="sm" />
               </Link>
@@ -180,7 +181,7 @@ export function AppLayout() {
                     to={item.path}
                     className={cn(
                       'block rounded-md px-3 py-2.5 text-sm font-medium transition-colors',
-                      location.pathname.startsWith(item.path)
+                      (item.path === '/' ? location.pathname === '/' : location.pathname.startsWith(item.path))
                         ? 'bg-accent text-accent-foreground'
                         : 'text-muted-foreground hover:bg-accent hover:text-accent-foreground'
                     )}
diff --git a/frontend/src/components/session/ExportPreviewModal.tsx b/frontend/src/components/session/ExportPreviewModal.tsx
index 05e8de4a..fee6dceb 100644
--- a/frontend/src/components/session/ExportPreviewModal.tsx
+++ b/frontend/src/components/session/ExportPreviewModal.tsx
@@ -8,7 +8,7 @@ interface ExportPreviewModalProps {
   onClose: () => void
   content: string
   filename: string
-  format: 'markdown' | 'text' | 'html'
+  format: 'markdown' | 'text' | 'html' | 'psa'
   onDownload: () => void
 }
 
diff --git a/frontend/src/pages/QuickStartPage.tsx b/frontend/src/pages/QuickStartPage.tsx
new file mode 100644
index 00000000..4c34db2f
--- /dev/null
+++ b/frontend/src/pages/QuickStartPage.tsx
@@ -0,0 +1,253 @@
+import { useState, useEffect, useRef } from 'react'
+import { useNavigate, Link } from 'react-router-dom'
+import { Search, Clock, ArrowRight, Play, Loader2 } from 'lucide-react'
+import { treesApi } from '@/api/trees'
+import { sessionsApi } from '@/api/sessions'
+import type { TreeListItem } from '@/types'
+import type { Session } from '@/types/session'
+import { cn } from '@/lib/utils'
+
+function timeAgo(dateStr: string): string {
+  const now = Date.now()
+  const then = new Date(dateStr).getTime()
+  const diffMs = now - then
+  const minutes = Math.floor(diffMs / 60000)
+  if (minutes < 1) return 'just now'
+  if (minutes < 60) return `${minutes}m ago`
+  const hours = Math.floor(minutes / 60)
+  if (hours < 24) return `${hours}h ago`
+  const days = Math.floor(hours / 24)
+  return `${days}d ago`
+}
+
+export function QuickStartPage() {
+  const navigate = useNavigate()
+  const [query, setQuery] = useState('')
+  const [searchResults, setSearchResults] = useState<TreeListItem[]>([])
+  const [isSearching, setIsSearching] = useState(false)
+  const [showResults, setShowResults] = useState(false)
+  const [activeSessions, setActiveSessions] = useState<Session[]>([])
+  const [recentTrees, setRecentTrees] = useState<{ tree_id: string; name: string; lastUsed: string }[]>([])
+  const [isLoading, setIsLoading] = useState(true)
+  const searchRef = useRef<HTMLDivElement>(null)
+  const debounceRef = useRef<ReturnType<typeof setTimeout> | null>(null)
+
+  // Load sessions on mount
+  useEffect(() => {
+    async function loadData() {
+      try {
+        const [active, recent] = await Promise.all([
+          sessionsApi.list({ completed: false, size: 5 }),
+          sessionsApi.list({ size: 10 }),
+        ])
+        setActiveSessions(active.slice(0, 3))
+
+        // Deduplicate recent sessions by tree_id, max 5
+        const seen = new Set<string>()
+        const deduped: { tree_id: string; name: string; lastUsed: string }[] = []
+        for (const s of recent) {
+          if (!seen.has(s.tree_id) && deduped.length < 5) {
+            seen.add(s.tree_id)
+            deduped.push({
+              tree_id: s.tree_id,
+              name: s.tree_snapshot?.name || 'Unnamed Tree',
+              lastUsed: s.started_at,
+            })
+          }
+        }
+        setRecentTrees(deduped)
+      } catch (err) {
+        console.error('Failed to load sessions:', err)
+      } finally {
+        setIsLoading(false)
+      }
+    }
+    loadData()
+  }, [])
+
+  // Debounced search
+  useEffect(() => {
+    if (debounceRef.current) clearTimeout(debounceRef.current)
+
+    if (query.length < 2) {
+      setSearchResults([])
+      setShowResults(false)
+      setIsSearching(false)
+      return
+    }
+
+    setIsSearching(true)
+    setShowResults(true)
+    debounceRef.current = setTimeout(async () => {
+      try {
+        const results = await treesApi.search(query, 8)
+        setSearchResults(results)
+      } catch (err) {
+        console.error('Search failed:', err)
+        setSearchResults([])
+      } finally {
+        setIsSearching(false)
+      }
+    }, 300)
+
+    return () => {
+      if (debounceRef.current) clearTimeout(debounceRef.current)
+    }
+  }, [query])
+
+  // Close dropdown on outside click
+  useEffect(() => {
+    function handleClick(e: MouseEvent) {
+      if (searchRef.current && !searchRef.current.contains(e.target as Node)) {
+        setShowResults(false)
+      }
+    }
+    document.addEventListener('mousedown', handleClick)
+    return () => document.removeEventListener('mousedown', handleClick)
+  }, [])
+
+  return (
+    <div className="container mx-auto px-4 py-8">
+      {/* Hero Section */}
+      <div className="mx-auto max-w-2xl text-center">
+        <h1 className="font-heading text-3xl font-bold text-foreground">
+          What are you troubleshooting?
+        </h1>
+        <div ref={searchRef} className="relative mt-6">
+          <div className="relative">
+            <Search className="absolute left-4 top-1/2 h-5 w-5 -translate-y-1/2 text-muted-foreground" />
+            <input
+              type="text"
+              autoFocus
+              value={query}
+              onChange={(e) => setQuery(e.target.value)}
+              onFocus={() => query.length >= 2 && setShowResults(true)}
+              placeholder="Paste ticket subject or search for a tree..."
+              className={cn(
+                'w-full rounded-lg border border-border bg-card py-3 pl-12 pr-4 text-lg',
+                'text-foreground placeholder:text-muted-foreground',
+                'focus:outline-none focus:ring-2 focus:ring-primary/50'
+              )}
+            />
+          </div>
+
+          {/* Search Results Dropdown */}
+          {showResults && (
+            <div className="absolute z-10 mt-1 w-full rounded-lg border border-border bg-card shadow-lg">
+              {isSearching ? (
+                <div className="flex items-center justify-center py-6">
+                  <Loader2 className="h-5 w-5 animate-spin text-muted-foreground" />
+                </div>
+              ) : searchResults.length === 0 ? (
+                <div className="px-4 py-6 text-center text-sm text-muted-foreground">
+                  No results found
+                </div>
+              ) : (
+                <ul className="max-h-80 overflow-y-auto py-1">
+                  {searchResults.map((tree) => (
+                    <li key={tree.id}>
+                      <button
+                        onClick={() => navigate(`/trees/${tree.id}/navigate`)}
+                        className="w-full px-4 py-3 text-left transition-colors hover:bg-accent"
+                      >
+                        <div className="text-sm font-medium text-foreground">
+                          {tree.name}
+                        </div>
+                        {tree.description && (
+                          <div className="mt-0.5 line-clamp-1 text-xs text-muted-foreground">
+                            {tree.description}
+                          </div>
+                        )}
+                      </button>
+                    </li>
+                  ))}
+                </ul>
+              )}
+            </div>
+          )}
+        </div>
+      </div>
+
+      {/* Continue Session Section */}
+      {activeSessions.length > 0 && (
+        <div className="mx-auto mt-12 max-w-4xl">
+          <h2 className="font-heading text-lg font-semibold text-foreground">
+            Continue Session
+          </h2>
+          <div className="mt-3 grid gap-3 sm:grid-cols-2 lg:grid-cols-3">
+            {activeSessions.map((session) => (
+              <button
+                key={session.id}
+                onClick={() =>
+                  navigate(`/trees/${session.tree_id}/navigate`, {
+                    state: { sessionId: session.id },
+                  })
+                }
+                className="rounded-lg border border-border bg-card p-4 text-left transition-colors hover:border-primary/50 hover:bg-accent"
+              >
+                <div className="flex items-start justify-between gap-2">
+                  <div className="min-w-0 flex-1">
+                    <div className="truncate text-sm font-medium text-foreground">
+                      {session.tree_snapshot?.name || 'Unnamed Tree'}
+                    </div>
+                    {(session.ticket_number || session.client_name) && (
+                      <div className="mt-1 truncate text-xs text-muted-foreground">
+                        {[session.ticket_number, session.client_name]
+                          .filter(Boolean)
+                          .join(' - ')}
+                      </div>
+                    )}
+                  </div>
+                  <Play className="mt-0.5 h-4 w-4 flex-shrink-0 text-primary" />
+                </div>
+                <div className="mt-2 flex items-center gap-1 text-xs text-muted-foreground">
+                  <Clock className="h-3 w-3" />
+                  <span>{timeAgo(session.started_at)}</span>
+                </div>
+              </button>
+            ))}
+          </div>
+        </div>
+      )}
+
+      {/* Recent Trees Section */}
+      {!isLoading && recentTrees.length > 0 && (
+        <div className="mx-auto mt-10 max-w-4xl">
+          <h2 className="font-heading text-lg font-semibold text-foreground">
+            Recent Trees
+          </h2>
+          <div className="mt-3 grid gap-3 sm:grid-cols-2 lg:grid-cols-3">
+            {recentTrees.map((tree) => (
+              <button
+                key={tree.tree_id}
+                onClick={() => navigate(`/trees/${tree.tree_id}/navigate`)}
+                className="rounded-lg border border-border bg-card p-4 text-left transition-colors hover:border-primary/50 hover:bg-accent"
+              >
+                <div className="truncate text-sm font-medium text-foreground">
+                  {tree.name}
+                </div>
+                <div className="mt-1 flex items-center gap-1 text-xs text-muted-foreground">
+                  <Clock className="h-3 w-3" />
+                  <span>{timeAgo(tree.lastUsed)}</span>
+                </div>
+              </button>
+            ))}
+          </div>
+        </div>
+      )}
+
+      {/* Footer */}
+      <div className="mx-auto mt-12 max-w-4xl text-center">
+        <Link
+          to="/trees"
+          className="inline-flex items-center gap-1.5 text-sm font-medium text-primary hover:underline"
+        >
+          Browse All Trees
+          <ArrowRight className="h-4 w-4" />
+        </Link>
+      </div>
+    </div>
+  )
+}
+
+export default QuickStartPage
diff --git a/frontend/src/pages/SessionDetailPage.tsx b/frontend/src/pages/SessionDetailPage.tsx
index ad28e54c..27d10ea6 100644
--- a/frontend/src/pages/SessionDetailPage.tsx
+++ b/frontend/src/pages/SessionDetailPage.tsx
@@ -19,10 +19,11 @@ export function SessionDetailPage() {
   const [isLoading, setIsLoading] = useState(true)
   const [error, setError] = useState<string | null>(null)
   const [isExporting, setIsExporting] = useState(false)
-  const [exportFormat, setExportFormat] = useState<'markdown' | 'text' | 'html'>(defaultExportFormat)
+  const [exportFormat, setExportFormat] = useState<'markdown' | 'text' | 'html' | 'psa'>(defaultExportFormat)
   const [exportContent, setExportContent] = useState<string | null>(null)
   const [showPreview, setShowPreview] = useState(false)
   const [copied, setCopied] = useState(false)
+  const [copiedPsa, setCopiedPsa] = useState(false)
   const [showSaveAsTreeModal, setShowSaveAsTreeModal] = useState(false)
   const [isSavingTree, setIsSavingTree] = useState(false)
   const [showRatingModal, setShowRatingModal] = useState(false)
@@ -81,7 +82,7 @@ export function SessionDetailPage() {
 
   const getFilename = () => {
     if (!session) return 'export.txt'
-    const ext = exportFormat === 'markdown' ? 'md' : exportFormat === 'html' ? 'html' : 'txt'
+    const ext = exportFormat === 'markdown' ? 'md' : exportFormat === 'html' ? 'html' : 'txt'  // psa and text both use .txt
     return `session-${session.ticket_number || session.id}.${ext}`
   }
 
@@ -129,6 +130,27 @@ export function SessionDetailPage() {
     }
   }
 
+  const handleCopyForTicket = async () => {
+    if (!session) return
+    try {
+      const options: SessionExport = {
+        format: 'psa',
+        include_timestamps: true,
+        include_tree_info: true,
+      }
+      const content = await sessionsApi.export(session.id, options)
+      if (content) {
+        await navigator.clipboard.writeText(content)
+        setCopiedPsa(true)
+        setTimeout(() => setCopiedPsa(false), 2000)
+        toast.success('Copied ticket notes to clipboard')
+      }
+    } catch (err) {
+      console.error('Copy for ticket failed:', err)
+      toast.error('Failed to copy ticket notes')
+    }
+  }
+
   const handleDownload = () => {
     if (!exportContent || !session) return
     const blob = new Blob([exportContent], { type: 'text/plain' })
@@ -273,6 +295,18 @@ export function SessionDetailPage() {
               </button>
             )}
 
+            {/* Copy for Ticket */}
+            <button
+              onClick={handleCopyForTicket}
+              className={cn(
+                'flex items-center gap-2 rounded-md bg-primary px-4 py-2 text-sm font-medium text-primary-foreground',
+                'hover:bg-primary/90'
+              )}
+            >
+              {copiedPsa ? <Check className="h-4 w-4" /> : <Copy className="h-4 w-4" />}
+              {copiedPsa ? 'Copied!' : 'Copy for Ticket'}
+            </button>
+
             {/* Export Controls */}
             <div className="flex items-center gap-2">
               <select
@@ -287,6 +321,7 @@ export function SessionDetailPage() {
                 <option value="markdown">Markdown</option>
                 <option value="text">Plain Text</option>
                 <option value="html">HTML</option>
+                <option value="psa">PSA / Ticket Note</option>
               </select>
               <button
                 onClick={handleCopy}
diff --git a/frontend/src/router.tsx b/frontend/src/router.tsx
index 23f3469c..1685fba2 100644
--- a/frontend/src/router.tsx
+++ b/frontend/src/router.tsx
@@ -9,6 +9,7 @@ import {
 } from '@/pages'
 
 // Lazy load heavy pages for code splitting
+const QuickStartPage = lazy(() => import('@/pages/QuickStartPage'))
 const TreeLibraryPage = lazy(() => import('@/pages/TreeLibraryPage'))
 const MyTreesPage = lazy(() => import('@/pages/MyTreesPage'))
 const TreeNavigationPage = lazy(() => import('@/pages/TreeNavigationPage'))
@@ -54,7 +55,11 @@ export const router = createBrowserRouter([
     children: [
       {
         index: true,
-        element: <Navigate to="/trees" replace />,
+        element: (
+          <Suspense fallback={<PageLoader />}>
+            <QuickStartPage />
+          </Suspense>
+        ),
       },
       {
         path: 'trees',
diff --git a/frontend/src/store/userPreferencesStore.ts b/frontend/src/store/userPreferencesStore.ts
index d095c285..80422978 100644
--- a/frontend/src/store/userPreferencesStore.ts
+++ b/frontend/src/store/userPreferencesStore.ts
@@ -1,7 +1,7 @@
 import { create } from 'zustand'
 import { persist } from 'zustand/middleware'
 
-type ExportFormat = 'markdown' | 'text' | 'html'
+type ExportFormat = 'markdown' | 'text' | 'html' | 'psa'
 type TreeLibraryView = 'grid' | 'list' | 'table'
 type TreeSortBy = 'usage_count' | 'updated_at' | 'created_at' | 'name' | 'name_desc' | 'version'
 
diff --git a/frontend/src/types/session.ts b/frontend/src/types/session.ts
index 4de8ddea..a06bd0d8 100644
--- a/frontend/src/types/session.ts
+++ b/frontend/src/types/session.ts
@@ -67,7 +67,7 @@ export interface SessionUpdate {
 }
 
 export interface SessionExport {
-  format: 'text' | 'markdown' | 'html'
+  format: 'text' | 'markdown' | 'html' | 'psa'
   include_timestamps?: boolean
   include_tree_info?: boolean
 }

From 9b5e6f3e53dc024497d5e64b532af1048b96192a Mon Sep 17 00:00:00 2001
From: chihlasm <michael@chihlas.com>
Date: Sun, 8 Feb 2026 20:23:44 -0500
Subject: [PATCH 2/2] fix: redirect to home page after login/register instead
 of /trees

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---
 frontend/src/pages/LoginPage.tsx    | 2 +-
 frontend/src/pages/RegisterPage.tsx | 2 +-
 2 files changed, 2 insertions(+), 2 deletions(-)

diff --git a/frontend/src/pages/LoginPage.tsx b/frontend/src/pages/LoginPage.tsx
index b5def516..9bf3769c 100644
--- a/frontend/src/pages/LoginPage.tsx
+++ b/frontend/src/pages/LoginPage.tsx
@@ -14,7 +14,7 @@ export function LoginPage() {
   const [password, setPassword] = useState('')
   const [localError, setLocalError] = useState('')
 
-  const from = (location.state as { from?: { pathname: string } })?.from?.pathname || '/trees'
+  const from = (location.state as { from?: { pathname: string } })?.from?.pathname || '/'
 
   const handleSubmit = async (e: React.FormEvent) => {
     e.preventDefault()
diff --git a/frontend/src/pages/RegisterPage.tsx b/frontend/src/pages/RegisterPage.tsx
index 19e50ecd..49271890 100644
--- a/frontend/src/pages/RegisterPage.tsx
+++ b/frontend/src/pages/RegisterPage.tsx
@@ -69,7 +69,7 @@ export function RegisterPage() {
         ? { email, password, name, invite_code: inviteCode.trim() }
         : { email, password, name }
       await register(userData)
-      navigate('/trees', { replace: true })
+      navigate('/', { replace: true })
     } catch {
       // Error is set in the store
     }