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

Export Improvements Phase B — Implementation Plan

For Claude: REQUIRED SUB-SKILL: Use superpowers:executing-plans to implement this plan task-by-task.

Goal: Add summary block, custom step markers, detail levels (standard/full), and editable preview modal to the export system.

Architecture: Backend changes to all 4 export generators (markdown, text, HTML, PSA) + schema additions. Frontend changes to ExportPreviewModal (editable textarea) and SessionDetailPage (detail level dropdown, summary toggle). No migration needed.

Tech Stack: Python FastAPI, Pydantic v2, React 19, TypeScript, Tailwind CSS

---

Task 1: Add Phase B Fields to Backend Schema

Files:

• Modify: backend/app/schemas/session.py:84-91

Step 1: Add include_summary and detail_level to SessionExport

class SessionExport(BaseModel):
    format: str = Field(default="markdown", pattern="^(text|markdown|html|psa)$")
    include_timestamps: bool = True
    include_tree_info: bool = True
    # Phase A
    include_outcome_notes: bool = True
    include_next_steps: bool = True
    max_step_index: Optional[int] = Field(None, ge=1, description="1-based inclusive step cutoff")
    # Phase B
    include_summary: bool = False
    detail_level: Literal["standard", "full"] = "standard"

Note: Literal is already imported at line 2.

Step 2: Run tests to verify no regressions

Run: cd /c/Dev/Projects/patherly/backend && python -m pytest tests/test_export.py -v Expected: All existing export tests pass (new fields have defaults, so backward-compatible).

Step 3: Commit

git add backend/app/schemas/session.py
git commit -m "feat: add include_summary and detail_level to SessionExport schema"

---

Task 2: Add Frontend Types for Phase B

Files:

• Modify: frontend/src/types/session.ts:79-86

Step 1: Add include_summary and detail_level to SessionExport interface

export interface SessionExport {
  format: 'text' | 'markdown' | 'html' | 'psa'
  include_timestamps?: boolean
  include_tree_info?: boolean
  include_outcome_notes?: boolean
  include_next_steps?: boolean
  max_step_index?: number
  include_summary?: boolean
  detail_level?: 'standard' | 'full'
}

Step 2: Build to verify

Run: cd /c/Dev/Projects/patherly/frontend && npx tsc --noEmit Expected: No type errors.

Step 3: Commit

git add frontend/src/types/session.ts
git commit -m "feat(frontend): add include_summary and detail_level to SessionExport type"

---

Task 3: Custom Step Markers (B2) in All 4 Generators

Files:

• Modify: backend/app/services/export_service.py

This is a pure backend change. Detect custom steps by node_id.startswith("custom-") and prefix the step title with [CUSTOM].

Step 1: Update generate_markdown_export (line 163)

Change:

        lines.append(f"### Step {i}: {question}")

To:

        is_custom = decision.get("node_id", "").startswith("custom-")
        prefix = "[CUSTOM] " if is_custom else ""
        lines.append(f"### Step {i}: {prefix}{question}")
        if is_custom:
            lines.append("*Custom step added by engineer*")

Step 2: Update generate_text_export (line 250)

Change:

        lines.append(f"\n{i}. {question}")

To:

        is_custom = decision.get("node_id", "").startswith("custom-")
        prefix = "[CUSTOM] " if is_custom else ""
        lines.append(f"\n{i}. {prefix}{question}")

Step 3: Update generate_html_export (line 342)

Change:

        html_parts.append(f'<h3>Step {i}: {question}</h3>')

To:

        is_custom = decision.get("node_id", "").startswith("custom-")
        custom_badge = '<span style="background: #7c3aed; color: white; padding: 2px 6px; border-radius: 3px; font-size: 0.75em; margin-right: 6px;">CUSTOM</span>' if is_custom else ''
        html_parts.append(f'<h3>{custom_badge}Step {i}: {question}</h3>')

Step 4: Update generate_psa_export (line 413)

Change:

            line = f"{i}. {question}"

To:

            is_custom = decision.get("node_id", "").startswith("custom-")
            prefix = "[CUSTOM] " if is_custom else ""
            line = f"{i}. {prefix}{question}"

Step 5: Run tests

Run: cd /c/Dev/Projects/patherly/backend && python -m pytest tests/test_export.py -v Expected: All pass. (Existing tests don't have custom steps, so markers won't appear — no regressions.)

Step 6: Commit

git add backend/app/services/export_service.py
git commit -m "feat: add [CUSTOM] markers to custom steps in all 4 export generators"

---

Task 4: Command Output Truncation + Detail Levels (B3)

Files:

• Modify: backend/app/services/export_service.py

Step 1: Add _truncate_command_output helper (after _get_command_output at line 91)

def _truncate_command_output(output: str, max_lines: int = 5) -> str:
    """Truncate command output to max_lines for standard detail level."""
    lines = output.splitlines()
    if len(lines) <= max_lines:
        return output
    truncated = "\n".join(lines[:max_lines])
    return f"{truncated}\n*(full output omitted — {len(lines)} lines)*"

Step 2: Apply truncation in generate_markdown_export (line 168)

Change:

        if command_output := _get_command_output(decision):

To:

        if command_output := _get_command_output(decision):
            if options.detail_level == "standard":
                command_output = _truncate_command_output(command_output)

Step 3: Apply truncation in generate_text_export (line 255)

Same pattern — add truncation right after if command_output := _get_command_output(decision)::

            if options.detail_level == "standard":
                command_output = _truncate_command_output(command_output)

Step 4: Apply truncation in generate_html_export (line 347)

Same pattern after if command_output := _get_command_output(decision)::

            if options.detail_level == "standard":
                command_output = _truncate_command_output(command_output)

Step 5: Apply truncation in generate_psa_export (line 421)

Same pattern after if command_output := _get_command_output(decision)::

            if options.detail_level == "standard":
                command_output = _truncate_command_output(command_output)

Step 6: Run tests

Run: cd /c/Dev/Projects/patherly/backend && python -m pytest tests/test_export.py -v Expected: All pass (default detail_level="standard" but existing test command outputs are short).

Step 7: Commit

git add backend/app/services/export_service.py
git commit -m "feat: add command output truncation for standard detail level"

---

Task 5: Summary Block Generation (B1)

Files:

• Modify: backend/app/services/export_service.py

Add summary block generation to all 4 generators. The summary is inserted after metadata, before Evidence/Steps. Only rendered when options.include_summary is True.

Step 1: Add _build_summary_fields helper (after _get_outcome_label at line 113)

def _build_summary_fields(session: Session) -> dict[str, str]:
    """Build auto-populated summary fields from session data."""
    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() or "[Edit in preview]"

    _raw_next = getattr(session, 'next_steps', None)
    next_steps = (_raw_next if isinstance(_raw_next, str) else '').strip() or "[Edit in preview]"

    return {
        "issue": issue,
        "impact": "[Edit in preview]",
        "status": status,
        "resolution": resolution,
        "next_steps": next_steps,
    }

Step 2: Add summary block to generate_markdown_export

Insert after the tree_info block (after line 138, before the scratchpad section):

    if options.include_summary:
        summary = _build_summary_fields(session)
        lines.append("## Summary")
        lines.append("")
        lines.append(f"| Field | Details |")
        lines.append(f"|-------|---------|")
        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("")
        lines.append("---")
        lines.append("")

Step 3: Add summary block to generate_text_export

Insert after tree_info block (after line 227, before scratchpad section):

    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("")

Step 4: Add summary block to generate_html_export

Insert after tree_info </div> (after line 321, before scratchpad section):

    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>')

Step 5: Add summary block to generate_psa_export

Insert after lines.append("") on line 394 (after the header, before PROBLEM section):

    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("")

Step 6: Run tests

Run: cd /c/Dev/Projects/patherly/backend && python -m pytest tests/test_export.py -v Expected: All pass (summary is opt-in, existing tests don't set include_summary=True).

Step 7: Commit

git add backend/app/services/export_service.py
git commit -m "feat: add summary block generation to all 4 export generators"

---

Task 6: Editable Preview Modal (B4)

Files:

• Modify: frontend/src/components/session/ExportPreviewModal.tsx

Step 1: Replace read-only preview with editable textarea and add controls

Rewrite the component:

import { useState, useEffect } from 'react'
import { Copy, Download, Check, RotateCcw } from 'lucide-react'
import { Modal } from '@/components/common/Modal'
import { cn } from '@/lib/utils'

interface ExportPreviewModalProps {
  isOpen: boolean
  onClose: () => void
  content: string
  filename: string
  format: 'markdown' | 'text' | 'html' | 'psa'
  onDownload: (content: string) => void
  includeSummary?: boolean
  onToggleSummary?: (include: boolean) => void
}

export function ExportPreviewModal({
  isOpen,
  onClose,
  content,
  filename,
  format,
  onDownload,
  includeSummary = false,
  onToggleSummary,
}: ExportPreviewModalProps) {
  const [copied, setCopied] = useState(false)
  const [editedContent, setEditedContent] = useState(content)

  // Sync editedContent when content prop changes (new fetch)
  useEffect(() => {
    setEditedContent(content)
  }, [content])

  const handleCopy = async () => {
    try {
      await navigator.clipboard.writeText(editedContent)
      setCopied(true)
      setTimeout(() => setCopied(false), 2000)
    } catch (err) {
      console.error('Failed to copy:', err)
    }
  }

  const handleDownload = () => {
    onDownload(editedContent)
    onClose()
  }

  const handleReset = () => {
    setEditedContent(content)
  }

  const handleClose = () => {
    setCopied(false)
    onClose()
  }

  const isModified = editedContent !== content

  return (
    <Modal isOpen={isOpen} onClose={handleClose} title="Export Preview" size="xl">
      {/* Filename, format info, and controls */}
      <div className="mb-3 flex items-center justify-between">
        <p className="text-sm text-white/70">
          Filename: <span className="font-mono text-white">{filename}</span>
          <span className="ml-3 rounded bg-white/10 px-2 py-0.5 text-xs text-white/70">
            {format === 'markdown' ? 'Markdown' : format === 'html' ? 'HTML' : format === 'psa' ? 'PSA' : 'Plain Text'}
          </span>
          {isModified && (
            <span className="ml-2 text-xs text-yellow-400">(edited)</span>
          )}
        </p>
        <div className="flex items-center gap-3">
          {onToggleSummary && (
            <label className="flex items-center gap-2 text-sm text-white/60 cursor-pointer">
              <input
                type="checkbox"
                checked={includeSummary}
                onChange={(e) => onToggleSummary(e.target.checked)}
                className="h-4 w-4 rounded border-white/20 bg-black/50"
              />
              Include Summary
            </label>
          )}
          {isModified && (
            <button
              onClick={handleReset}
              className="flex items-center gap-1 text-xs text-white/40 hover:text-white"
              title="Reset to original"
            >
              <RotateCcw className="h-3 w-3" />
              Reset
            </button>
          )}
        </div>
      </div>

      {/* Editable Content */}
      <textarea
        value={editedContent}
        onChange={(e) => setEditedContent(e.target.value)}
        className={cn(
          'h-96 w-full resize-y rounded-md border border-white/10 bg-black/50 p-4',
          'font-mono text-sm text-white',
          'focus:border-white/30 focus:outline-none focus:ring-1 focus:ring-white/20'
        )}
      />

      {/* Actions */}
      <div className="mt-4 flex items-center justify-end gap-2">
        <button
          onClick={handleCopy}
          className={cn(
            'flex items-center gap-2 rounded-md border border-white/10 px-3 py-2 text-sm font-medium',
            'text-white/60 hover:bg-white/10 hover:text-white',
            'focus:outline-none focus:ring-2 focus:ring-white/20'
          )}
        >
          {copied ? (
            <>
              <Check className="h-4 w-4 text-emerald-400" />
              Copied!
            </>
          ) : (
            <>
              <Copy className="h-4 w-4" />
              Copy to Clipboard
            </>
          )}
        </button>
        <button
          onClick={handleDownload}
          className={cn(
            'flex items-center gap-2 rounded-md bg-white px-3 py-2 text-sm font-medium text-black',
            'hover:bg-white/90 focus:outline-none focus:ring-2 focus:ring-white/20'
          )}
        >
          <Download className="h-4 w-4" />
          Download
        </button>
      </div>
    </Modal>
  )
}

export default ExportPreviewModal

Key changes:

• <pre> → <textarea> with editedContent local state
• Copy/Download use editedContent instead of content prop
• Reset button appears when content is modified
• onDownload signature changes to (content: string) => void to receive edited content
• New optional includeSummary + onToggleSummary props for summary checkbox
• (edited) indicator when content has been modified

Step 2: Build to verify

Run: cd /c/Dev/Projects/patherly/frontend && npx tsc --noEmit

Fix any type errors from the onDownload signature change (see Task 7).

Step 3: Commit

git add frontend/src/components/session/ExportPreviewModal.tsx
git commit -m "feat(frontend): convert ExportPreviewModal to editable textarea with reset"

---

Task 7: Wire Up Phase B Controls in SessionDetailPage

Files:

• Modify: frontend/src/pages/SessionDetailPage.tsx

Step 1: Add state for detail level and include summary (after line 34)

const [detailLevel, setDetailLevel] = useState<'standard' | 'full'>('standard')
const [includeSummary, setIncludeSummary] = useState(false)

Step 2: Update fetchExportContent to include Phase B options (line 92-101)

  const fetchExportContent = async () => {
    if (!session) return null
    const options: SessionExport = {
      format: exportFormat,
      include_timestamps: true,
      include_tree_info: true,
      ...(maxStepIndex !== null && { max_step_index: maxStepIndex }),
      detail_level: detailLevel,
      include_summary: includeSummary,
    }
    return await sessionsApi.export(session.id, options)
  }

Step 3: Update handleCopyForTicket to include Phase B options (line 140-145)

      const options: SessionExport = {
        format: 'psa',
        include_timestamps: true,
        include_tree_info: true,
        ...(maxStepIndex !== null && { max_step_index: maxStepIndex }),
        detail_level: detailLevel,
        include_summary: includeSummary,
      }

Step 4: Update handleDownload to accept content parameter (line 159)

Change:

  const handleDownload = () => {
    if (!exportContent || !session) return
    const blob = new Blob([exportContent], { type: 'text/plain' })

To:

  const handleDownload = (content: string) => {
    if (!session) return
    const blob = new Blob([content], { type: 'text/plain' })

Step 5: Add onToggleSummary handler

  const handleToggleSummary = async (include: boolean) => {
    setIncludeSummary(include)
    // Re-fetch with new option
    if (!session) return
    const options: SessionExport = {
      format: exportFormat,
      include_timestamps: true,
      include_tree_info: true,
      ...(maxStepIndex !== null && { max_step_index: maxStepIndex }),
      detail_level: detailLevel,
      include_summary: include,
    }
    try {
      const content = await sessionsApi.export(session.id, options)
      if (content) setExportContent(content)
    } catch (err) {
      console.error('Failed to re-fetch export:', err)
    }
  }

Step 6: Add detail level dropdown to the export controls area (after step cutoff dropdown, before copy button — after line 408)

<select
  value={detailLevel}
  onChange={(e) => setDetailLevel(e.target.value as 'standard' | 'full')}
  aria-label="Detail level"
  className={cn(
    'rounded-md border border-white/10 bg-black/50 px-3 py-2 text-sm text-white',
    'focus:border-white/30 focus:outline-none focus:ring-1 focus:ring-white/20'
  )}
>
  <option value="standard">Standard</option>
  <option value="full">Full Detail</option>
</select>

Step 7: Update ExportPreviewModal props (line 516-523)

<ExportPreviewModal
  isOpen={showPreview}
  onClose={() => setShowPreview(false)}
  content={exportContent || ''}
  filename={getFilename()}
  format={exportFormat}
  onDownload={handleDownload}
  includeSummary={includeSummary}
  onToggleSummary={handleToggleSummary}
/>

Step 8: Build to verify

Run: cd /c/Dev/Projects/patherly/frontend && npx tsc --noEmit Expected: No type errors.

Step 9: Commit

git add frontend/src/pages/SessionDetailPage.tsx
git commit -m "feat(frontend): add detail level dropdown and summary toggle to export controls"

---

Task 8: Backend Tests for Phase B Features

Files:

• Modify: backend/tests/test_export.py

Step 1: Add test for custom step markers

def test_custom_step_markers_psa(self, completed_session):
    """Custom steps should have [CUSTOM] prefix in export."""
    # Add a custom step to decisions
    completed_session.decisions.append({
        "node_id": "custom-abc123",
        "question": "Check Additional Logs",
        "answer": "Found error in event log",
        "notes": None,
        "timestamp": "2024-01-01T12:05:00Z",
    })
    options = SessionExport(format="psa")
    result = generate_psa_export(completed_session, options)
    assert "[CUSTOM] Check Additional Logs" in result

Step 2: Add test for command output truncation

def test_command_output_truncation_standard(self, completed_session):
    """Standard detail level truncates long command output."""
    long_output = "\n".join(f"line {i}" for i in range(20))
    completed_session.decisions[0]["command_output"] = long_output
    options = SessionExport(format="text", detail_level="standard")
    result = generate_text_export(completed_session, options)
    assert "*(full output omitted — 20 lines)*" in result

def test_command_output_full_detail(self, completed_session):
    """Full detail level shows all command output."""
    long_output = "\n".join(f"line {i}" for i in range(20))
    completed_session.decisions[0]["command_output"] = long_output
    options = SessionExport(format="text", detail_level="full")
    result = generate_text_export(completed_session, options)
    assert "*(full output omitted" not in result
    assert "line 19" in result

Step 3: Add test for summary block

def test_summary_block_psa(self, completed_session):
    """Summary block appears when include_summary is True."""
    options = SessionExport(format="psa", include_summary=True)
    result = generate_psa_export(completed_session, options)
    assert "--- SUMMARY ---" in result
    assert "Issue:" in result
    assert "Status:" in result

def test_no_summary_by_default(self, completed_session):
    """Summary block should not appear by default."""
    options = SessionExport(format="psa")
    result = generate_psa_export(completed_session, options)
    assert "--- SUMMARY ---" not in result

Step 4: Run all export tests

Run: cd /c/Dev/Projects/patherly/backend && python -m pytest tests/test_export.py -v Expected: All tests pass including new ones.

Step 5: Commit

git add backend/tests/test_export.py
git commit -m "test: add tests for custom step markers, detail levels, and summary block"

---

Task 9: Final Build Verification

Step 1: Run full backend tests

Run: cd /c/Dev/Projects/patherly/backend && python -m pytest --override-ini="addopts=" -v Expected: All tests pass.

Step 2: Run frontend build

Run: cd /c/Dev/Projects/patherly/frontend && npm run build Expected: Build succeeds with no errors.

Step 3: Verify git status is clean

git status
git log --oneline feat/export-phase-a --not main | head -20

---

Frontend Acceptance Checklist (Manual QA)

1. Editable preview: Open Preview, edit text, verify Copy/Download use edited content. Click Reset to restore original.
2. Summary toggle: Check "Include Summary" in preview — export re-fetches with summary block. Uncheck removes it.
3. Detail level: Select "Full Detail", export a session with long command output — no truncation. Switch to "Standard" — output truncated.
4. Custom step markers: Export a session with custom steps — should show [CUSTOM] prefix.
5. Summary block content: Summary should auto-populate Issue from tree name, Status from completion state, Resolution from outcome_notes.