backend/app/services/export_service.py

@@ -133,6 +133,42 @@ def _get_outcome_label(session: Session) -> str | None:
     return OUTCOME_LABELS.get(outcome, str(outcome).replace("_", " ").title())
 
 
+def _build_summary_fields(session: Session) -> dict[str, str]:
+    """Build auto-populated summary fields from session data.
+
+    Empty fields are left blank — users fill them in via the editable preview.
+    """
+    tree_name = session.tree_snapshot.get("name", "Troubleshooting Session")
+    tree_desc = session.tree_snapshot.get("description", "")
+    issue = f"{tree_name}: {tree_desc}" if tree_desc else tree_name
+
+    if session.completed_at:
+        status = "Resolved" if getattr(session, "outcome", None) == "resolved" else \
+                 f"Completed — {_get_outcome_label(session) or 'Unknown'}"
+    else:
+        step_count = len(session.decisions) if session.decisions else 0
+        status = f"In Progress — paused at step {step_count}" if step_count else "In Progress"
+
+    _raw_notes = getattr(session, 'outcome_notes', None)
+    resolution = (_raw_notes if isinstance(_raw_notes, str) else '').strip()
+
+    _raw_next = getattr(session, 'next_steps', None)
+    next_steps = (_raw_next if isinstance(_raw_next, str) else '').strip()
+
+    return {
+        "issue": issue,
+        "impact": "",
+        "status": status,
+        "resolution": resolution,
+        "next_steps": next_steps,
+    }
+
+
+def _escape_markdown_table(value: str) -> str:
+    """Escape value for use in a markdown table cell."""
+    return value.replace("|", "\\|").replace("\n", " ")
+
+
 def generate_markdown_export(session: Session, options: SessionExport) -> str:
     """Generate markdown export."""
     lines = []
@@ -157,6 +193,22 @@ def generate_markdown_export(session: Session, options: SessionExport) -> str:
         lines.append("---")
         lines.append("")
 
+    if options.include_summary:
+        summary = _build_summary_fields(session)
+        esc = _escape_markdown_table
+        lines.append("## Summary")
+        lines.append("")
+        lines.append("| Field | Details |")
+        lines.append("|-------|---------|")
+        lines.append(f"| Issue | {esc(summary['issue'])} |")
+        lines.append(f"| Impact | {esc(summary['impact'])} |")
+        lines.append(f"| Status | {esc(summary['status'])} |")
+        lines.append(f"| Resolution | {esc(summary['resolution'])} |")
+        lines.append(f"| Next Steps | {esc(summary['next_steps'])} |")
+        lines.append("")
+        lines.append("---")
+        lines.append("")
+
     # Scratchpad / Evidence section
     scratchpad = getattr(session, 'scratchpad', '') or ''
     if scratchpad.strip():
@@ -252,6 +304,17 @@ def generate_text_export(session: Session, options: SessionExport) -> str:
             lines.append(f"Outcome: {outcome_label}")
         lines.append("")
 
+    if options.include_summary:
+        summary = _build_summary_fields(session)
+        lines.append("SUMMARY")
+        lines.append("-" * 20)
+        lines.append(f"Issue: {summary['issue']}")
+        lines.append(f"Impact: {summary['impact']}")
+        lines.append(f"Status: {summary['status']}")
+        lines.append(f"Resolution: {summary['resolution']}")
+        lines.append(f"Next Steps: {summary['next_steps']}")
+        lines.append("")
+
     # Scratchpad / Evidence section
     scratchpad = getattr(session, 'scratchpad', '') or ''
     if scratchpad.strip():
@@ -350,6 +413,17 @@ def generate_html_export(session: Session, options: SessionExport) -> str:
             html_parts.append(f'<p><strong>Outcome:</strong> {html.escape(outcome_label)}</p>')
         html_parts.append('</div>')
 
+    if options.include_summary:
+        summary = _build_summary_fields(session)
+        html_parts.append('<h2>Summary</h2>')
+        html_parts.append('<table style="width: 100%; border-collapse: collapse; margin-bottom: 20px;">')
+        for label, value in [("Issue", summary["issue"]), ("Impact", summary["impact"]),
+                             ("Status", summary["status"]), ("Resolution", summary["resolution"]),
+                             ("Next Steps", summary["next_steps"])]:
+            html_parts.append(f'<tr><td style="padding: 6px 12px; border: 1px solid #ddd; font-weight: bold; width: 120px;">{html.escape(label)}</td>')
+            html_parts.append(f'<td style="padding: 6px 12px; border: 1px solid #ddd;">{html.escape(value)}</td></tr>')
+        html_parts.append('</table>')
+
     # Scratchpad / Evidence section
     scratchpad = getattr(session, 'scratchpad', '') or ''
     if scratchpad.strip():
@@ -427,6 +501,16 @@ def generate_psa_export(session: Session, options: SessionExport) -> str:
         lines.append(f"Outcome: {outcome_label}")
     lines.append("")
 
+    if options.include_summary:
+        summary = _build_summary_fields(session)
+        lines.append("--- SUMMARY ---")
+        lines.append(f"Issue: {summary['issue']}")
+        lines.append(f"Impact: {summary['impact']}")
+        lines.append(f"Status: {summary['status']}")
+        lines.append(f"Resolution: {summary['resolution']}")
+        lines.append(f"Next Steps: {summary['next_steps']}")
+        lines.append("")
+
     # Problem section
     lines.append("--- PROBLEM ---")
     lines.append(tree_description if tree_description else "No description provided.")