feat: export improvements — Phase A + Phase B #75

Merged
chihlasm merged 19 commits from feat/export-phase-a into main 2026-02-13 23:30:32 +00:00

19 Commits

Author SHA1 Message Date
Michael Chihlas
f1577758f9 test: add Phase B tests for custom markers, detail levels, and summary block
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-13 13:12:52 -05:00
Michael Chihlas
11e426eeb1 feat(frontend): add detail level dropdown and summary toggle to export controls
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-13 13:01:41 -05:00
Michael Chihlas
808c8d49d1 feat(frontend): convert ExportPreviewModal to editable textarea with reset
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-13 12:59:44 -05:00
Michael Chihlas
0a67a846de feat: add summary block generation to all 4 export generators
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-13 12:57:55 -05:00
Michael Chihlas
c8f9cc1c4b feat: add format-aware command output truncation for standard detail level
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-13 12:56:16 -05:00
Michael Chihlas
28c969f06e feat: add [CUSTOM] markers to custom steps in all 4 export generators
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-13 12:54:45 -05:00
Michael Chihlas
f19e534ff4 feat(frontend): add include_summary and detail_level to SessionExport type
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-13 12:53:52 -05:00
Michael Chihlas
ea0f79fac0 feat: add include_summary and detail_level to SessionExport schema
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-13 12:53:19 -05:00
Michael Chihlas
c5adab1685 docs: update Phase B plan — fix test refs, placeholders, truncation formats
Addresses review feedback:
- Fix test file references (test_psa_export.py, not test_export.py)
- Use _make_session helper instead of nonexistent fixtures
- Format-aware truncation markers (markdown/html/text/psa)
- No placeholder leak: empty fields stay blank, not [Edit in preview]
- Markdown table escaping for pipe/newline chars
- Summary toggle error handling with checkbox revert
- Phase A prerequisite called out explicitly
- Document edit-reset behavior on summary toggle

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-13 12:22:41 -05:00
Michael Chihlas
4e9d269b53 docs: add Phase B export improvements implementation plan
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-13 11:39:21 -05:00
Michael Chihlas
bce741bb0c docs: Phase B export improvements design
Covers B1 (summary block), B2 (custom step markers), B3 (detail levels),
B4 (editable preview). No migration needed.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-13 11:36:01 -05:00
Michael Chihlas
f8a14d8b4c fix: skip RESOLUTION section in PSA export for incomplete sessions
Mid-session "Copy for Ticket" no longer shows a misleading Resolution
section that echoed the last step's answer.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-13 10:50:55 -05:00
Michael Chihlas
1869da4fcb feat(frontend): add mid-session Copy for Ticket to navigation page
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-13 09:39:38 -05:00
Michael Chihlas
441ff2ae40 feat(frontend): add step cutoff control to export options
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-13 09:39:20 -05:00
Michael Chihlas
7dab7d7782 feat(frontend): add next_steps to types, completion modal, and detail page
- Add next_steps to Session, SessionUpdate, SessionComplete, SessionExport types
- Add Next Steps textarea to SessionOutcomeModal
- Update TreeNavigationPage consumer callback for next_steps
- Display next_steps with whitespace-pre-wrap on SessionDetailPage

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-13 09:38:04 -05:00
Michael Chihlas
8797ae0261 feat: add step cutoff and mid-session export support
- max_step_index slices decisions in all 4 export formats
- Only set exported=True when session is completed

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-13 08:58:03 -05:00
Michael Chihlas
69c95065b6 feat: add Resolution and Next Steps sections to all export formats
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-13 08:54:50 -05:00
Michael Chihlas
ae701ef066 feat: save next_steps on session completion and update
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-13 08:42:19 -05:00
Michael Chihlas
ec5c91c8e4 feat: add next_steps column and update session schemas
- Add next_steps TEXT column to sessions table via migration 034
- Add include_outcome_notes, include_next_steps, max_step_index to SessionExport
- Add next_steps to SessionUpdate, SessionResponse, SessionComplete

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-13 08:32:20 -05:00