4f8b7dd7ca
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>
241 lines
9.2 KiB
Python
241 lines
9.2 KiB
Python
"""
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Session export generators for ResolutionFlow.
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Provides markdown, plain text, HTML, and PSA/ticket note export formatters
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for troubleshooting sessions.
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"""
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import html
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from datetime import datetime, timezone
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from app.models.session import Session
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from app.schemas.session import SessionExport
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def _format_duration(started_at: datetime, completed_at: datetime | None) -> str:
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"""Format duration between two datetimes as human-readable string."""
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if not completed_at:
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return "In progress"
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delta = completed_at - started_at
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total_seconds = int(delta.total_seconds())
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if total_seconds < 0:
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return "0 minutes"
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hours, remainder = divmod(total_seconds, 3600)
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minutes = remainder // 60
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if hours > 0:
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return f"{hours}h {minutes}m"
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return f"{minutes} minutes"
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def generate_markdown_export(session: Session, options: SessionExport) -> str:
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"""Generate markdown export."""
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lines = []
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if options.include_tree_info:
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tree_name = session.tree_snapshot.get("name", "Troubleshooting Session")
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lines.append(f"# {tree_name}")
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lines.append("")
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if session.ticket_number:
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lines.append(f"**Ticket:** {session.ticket_number}")
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if session.client_name:
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lines.append(f"**Client:** {session.client_name}")
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if options.include_timestamps:
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lines.append(f"**Started:** {session.started_at.strftime('%Y-%m-%d %H:%M')}")
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if session.completed_at:
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lines.append(f"**Completed:** {session.completed_at.strftime('%Y-%m-%d %H:%M')}")
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lines.append("")
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lines.append("---")
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lines.append("")
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# Scratchpad / Evidence section
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scratchpad = getattr(session, 'scratchpad', '') or ''
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if scratchpad.strip():
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lines.append("## Evidence / Reference")
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lines.append("")
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lines.append(scratchpad)
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lines.append("")
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lines.append("---")
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lines.append("")
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lines.append("## Troubleshooting Steps")
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lines.append("")
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for i, decision in enumerate(session.decisions, 1):
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question = decision.get("question") or decision.get("action_performed", "Step")
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answer = decision.get("answer", "")
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notes = decision.get("notes", "")
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lines.append(f"### Step {i}: {question}")
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if answer:
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lines.append(f"**Answer:** {answer}")
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if notes:
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lines.append(f"**Notes:** {notes}")
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if options.include_timestamps and decision.get("timestamp"):
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lines.append(f"*{decision['timestamp']}*")
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lines.append("")
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return "\n".join(lines)
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def generate_text_export(session: Session, options: SessionExport) -> str:
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"""Generate plain text export."""
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lines = []
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if options.include_tree_info:
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tree_name = session.tree_snapshot.get("name", "Troubleshooting Session")
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lines.append(tree_name)
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lines.append("=" * len(tree_name))
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if session.ticket_number:
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lines.append(f"Ticket: {session.ticket_number}")
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if session.client_name:
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lines.append(f"Client: {session.client_name}")
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if options.include_timestamps:
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lines.append(f"Started: {session.started_at.strftime('%Y-%m-%d %H:%M')}")
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if session.completed_at:
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lines.append(f"Completed: {session.completed_at.strftime('%Y-%m-%d %H:%M')}")
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lines.append("")
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# Scratchpad / Evidence section
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scratchpad = getattr(session, 'scratchpad', '') or ''
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if scratchpad.strip():
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lines.append("EVIDENCE / REFERENCE")
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lines.append("-" * 20)
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lines.append(scratchpad)
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lines.append("")
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lines.append("TROUBLESHOOTING STEPS")
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lines.append("-" * 20)
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for i, decision in enumerate(session.decisions, 1):
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question = decision.get("question") or decision.get("action_performed", "Step")
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answer = decision.get("answer", "")
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notes = decision.get("notes", "")
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lines.append(f"\n{i}. {question}")
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if answer:
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lines.append(f" Answer: {answer}")
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if notes:
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lines.append(f" Notes: {notes}")
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return "\n".join(lines)
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def generate_html_export(session: Session, options: SessionExport) -> str:
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"""Generate HTML export."""
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tree_name = html.escape(session.tree_snapshot.get("name", "Troubleshooting Session"))
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html_parts = ['<!DOCTYPE html>', '<html>', '<head>',
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'<meta charset="UTF-8">',
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f'<title>{tree_name}</title>',
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'<style>',
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'body { font-family: Arial, sans-serif; max-width: 800px; margin: 0 auto; padding: 20px; }',
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'h1 { color: #333; }',
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'.meta { color: #666; margin-bottom: 20px; }',
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'.step { margin-bottom: 15px; padding: 10px; background: #f5f5f5; border-radius: 5px; }',
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'.step h3 { margin: 0 0 10px 0; color: #444; }',
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'.answer { font-weight: bold; }',
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'.notes { font-style: italic; color: #555; }',
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'.timestamp { font-size: 0.85em; color: #888; }',
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'</style>',
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'</head>', '<body>']
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if options.include_tree_info:
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html_parts.append(f'<h1>{tree_name}</h1>')
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html_parts.append('<div class="meta">')
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if session.ticket_number:
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html_parts.append(f'<p><strong>Ticket:</strong> {html.escape(session.ticket_number)}</p>')
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if session.client_name:
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html_parts.append(f'<p><strong>Client:</strong> {html.escape(session.client_name)}</p>')
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if options.include_timestamps:
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html_parts.append(f'<p><strong>Started:</strong> {session.started_at.strftime("%Y-%m-%d %H:%M")}</p>')
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if session.completed_at:
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html_parts.append(f'<p><strong>Completed:</strong> {session.completed_at.strftime("%Y-%m-%d %H:%M")}</p>')
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html_parts.append('</div>')
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# Scratchpad / Evidence section
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scratchpad = getattr(session, 'scratchpad', '') or ''
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if scratchpad.strip():
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html_parts.append('<h2>Evidence / Reference</h2>')
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html_parts.append(f'<div class="scratchpad" style="white-space: pre-wrap; background: #f9f9f9; padding: 12px; border-radius: 4px; margin-bottom: 20px;">{html.escape(scratchpad)}</div>')
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html_parts.append('<h2>Troubleshooting Steps</h2>')
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for i, decision in enumerate(session.decisions, 1):
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question = html.escape(decision.get("question") or decision.get("action_performed", "Step"))
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answer = html.escape(decision.get("answer", ""))
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notes = html.escape(decision.get("notes", ""))
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html_parts.append('<div class="step">')
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html_parts.append(f'<h3>Step {i}: {question}</h3>')
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if answer:
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html_parts.append(f'<p class="answer">Answer: {answer}</p>')
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if notes:
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html_parts.append(f'<p class="notes">Notes: {notes}</p>')
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if options.include_timestamps and decision.get("timestamp"):
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html_parts.append(f'<p class="timestamp">{html.escape(str(decision["timestamp"]))}</p>')
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html_parts.append('</div>')
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html_parts.extend(['</body>', '</html>'])
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return "\n".join(html_parts)
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def generate_psa_export(session: Session, options: SessionExport) -> str:
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"""Generate PSA/ticket note export optimized for ConnectWise and similar PSA tools."""
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lines = []
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tree_name = session.tree_snapshot.get("name", "Troubleshooting Session")
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tree_description = session.tree_snapshot.get("description", "")
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ticket_number = session.ticket_number or "N/A"
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client_name = session.client_name or "N/A"
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date_str = session.started_at.strftime("%Y-%m-%d %H:%M")
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lines.append("=== TROUBLESHOOTING NOTES ===")
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lines.append(f"Ticket: {ticket_number} | Client: {client_name}")
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lines.append(f"Tree: {tree_name} | Date: {date_str}")
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lines.append("")
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# Problem section
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lines.append("--- PROBLEM ---")
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lines.append(tree_description if tree_description else "No description provided.")
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lines.append("")
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# Steps taken
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lines.append("--- STEPS TAKEN ---")
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if session.decisions:
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for i, decision in enumerate(session.decisions, 1):
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question = decision.get("question") or decision.get("action_performed", "Step")
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answer = decision.get("answer", "")
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notes = decision.get("notes", "")
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line = f"{i}. {question}"
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if answer:
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line += f" -> {answer}"
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lines.append(line)
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if notes:
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lines.append(f" Notes: {notes}")
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else:
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lines.append("No steps recorded.")
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lines.append("")
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# Resolution - last decision answer
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lines.append("--- RESOLUTION ---")
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if session.decisions:
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last_decision = session.decisions[-1]
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resolution = last_decision.get("answer") or last_decision.get("question", "No resolution recorded")
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lines.append(resolution)
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else:
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lines.append("No resolution recorded.")
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lines.append("")
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# Time spent
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lines.append("--- TIME SPENT ---")
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duration = _format_duration(session.started_at, session.completed_at)
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lines.append(f"Duration: {duration}")
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lines.append("")
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# Engineer notes (scratchpad)
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lines.append("--- ENGINEER NOTES ---")
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scratchpad = getattr(session, 'scratchpad', '') or ''
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lines.append(scratchpad.strip() if scratchpad.strip() else "None")
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return "\n".join(lines)
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