resolutionflow/docs/archive/2026-02-13-export-phase-b-design.md

Export Improvements Phase B — Design

Date: 2026-02-13 Depends on: Phase A (complete on feat/export-phase-a) Scope: B1 (Summary Block), B2 (Custom Step Markers), B3 (Detail Levels), B4 (Editable Preview)

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Decisions Made

Question	Decision
B1 summary form vs single editable preview	Single editable preview (B4). No separate structured form for summary fields.
Detail levels	standard/full only. Dropped "summary" level — primary users are engineers, not dispatchers.
Mid-session editable preview	No. TreeNavigationPage keeps quick one-click copy. Editable preview is SessionDetailPage only.

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1. Schema Changes

Add to SessionExport (backend + frontend):

include_summary: bool = False
detail_level: Literal["standard", "full"] = "standard"

No database migration needed — these are export-time options only.

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2. Custom Step Differentiation (B2)

Detect custom steps by checking node_id.startswith("custom-") in each decision dict.

Markdown:

### Step 5: [CUSTOM] Check Additional Event Logs
*Custom step added by engineer*

Text:

5. [CUSTOM] Check Additional Event Logs

HTML:

<span style="background: #7c3aed; color: white; padding: 2px 6px; border-radius: 3px; font-size: 0.75em; margin-right: 6px;">CUSTOM</span>

PSA:

5. [CUSTOM] Check Additional Event Logs -> ...

Pure backend change — all 4 generators in export_service.py.

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3. Summary Block (B1)

When include_summary=True, insert a Summary section after metadata, before Evidence/Steps.

Auto-populated fields:

Field	Source
Issue	Tree name + description
Impact	[Edit in preview] placeholder
Status	"Resolved" if completed, else "In Progress — paused at step N"
Resolution	outcome_notes if available
Next Steps	next_steps if available

Blank/placeholder fields are editable in the preview modal (B4). Format varies by generator (markdown table, text key-value, HTML styled table, PSA --- SUMMARY --- section).

The summary block is opt-in (include_summary=False default), independent of detail level.

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4. Detail Levels (B3)

Two levels:

• standard (default): Current behavior, except command outputs >5 lines are truncated with *(full output omitted — N lines)*
• full: No truncation. All command outputs, scratchpad, notes rendered completely.

Implementation: Helper function _truncate_command_output(output, max_lines=5) used in all 4 generators when detail_level="standard".

Frontend: Dropdown on SessionDetailPage export controls — "Standard" / "Full Detail".

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5. Editable Preview (B4)

Modify ExportPreviewModal:

• Replace read-only <pre> with editable <textarea>
• Local state editedContent initialized from content prop
• "Copy" copies editedContent
• "Download" downloads editedContent
• "Reset" button restores original content
• "Include Summary" checkbox re-fetches export with include_summary=true
• Edits are NOT saved back to the session

Only applies to SessionDetailPage. TreeNavigationPage keeps instant "Copy for Ticket" behavior.

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Files Affected

Backend:

• backend/app/schemas/session.py — Add include_summary, detail_level to SessionExport
• backend/app/services/export_service.py — All 4 generators: custom step markers, summary block, command output truncation

Frontend:

• frontend/src/types/session.ts — Add include_summary, detail_level to SessionExport
• frontend/src/components/session/ExportPreviewModal.tsx — Editable textarea, reset, summary toggle
• frontend/src/pages/SessionDetailPage.tsx — Detail level dropdown, pass new options to export calls

No migration needed.