Phase 7 (Partial): Conversation Management - Export Feature ✓

Status: ✅ Export Feature Complete Commit: 9a51d91 Date: 2025-11-23

Overview

Phase 7 focuses on conversation management features. The export functionality has been successfully implemented, allowing users to export conversations to PDF or Markdown format.

Features Implemented

1. Export Utilities (/utils/exportConversation.ts)

Markdown Export:

• exportToMarkdown(): Converts conversation to formatted Markdown
• Includes conversation title, timestamps, message count
• Formats messages with role headers (👤 You, 🤖 VoiceAssist)
• Optional timestamps per message
• Citations with full metadata (DOI, PubMed, authors, year, snippets)
• Clean section separators

PDF Export:

• exportConversationToPDF(): Uses browser print dialog
• Converts Markdown to styled HTML
• Professional print stylesheet
• Automatic page breaks between messages
• Preserves formatting and links

Download Helper:

• downloadFile(): Triggers file download
• Generates filename with title and date
• Supports custom MIME types

2. Export Dialog Component (/components/export/ExportDialog.tsx)

UI Features:

• Modal dialog with format selection
• Visual format picker (Markdown vs PDF)
• Conversation statistics display
  • Message count
  • Citation count
• Export options:
  • Include/exclude timestamps
  • Include/exclude citations
• Loading states during export
• Error handling with user-friendly messages

User Experience:

• Responsive design
• Keyboard accessible
• Click-outside-to-close
• Auto-close after successful export

3. ChatPage Integration

Export Button:

• Added to chat header next to other action buttons
• Download icon
• Opens export dialog
• Passes conversation data automatically

Data Flow:

• Conversation title from state
• Messages from useChatSession hook
• Citations extracted from message metadata

Technical Implementation

Markdown Format Example

# Conversation Title

**Started:** 11/23/2025, 10:30:45 AM
**Last Updated:** 11/23/2025, 11:15:22 AM
**Messages:** 10

---

## 👤 You

_11/23/2025, 10:30:45 AM_

User message content here...

---

## 🤖 VoiceAssist

_11/23/2025, 10:31:12 AM_

Assistant response content...

### Sources

1. **Study Title** - Author Name (2024)
   - DOI: [10.1234/example](https://doi.org/10.1234/example)
   - PubMed: [12345678](https://pubmed.ncbi.nlm.nih.gov/12345678/)
   - Excerpt: "Relevant quote from source..."

---

PDF Export Process

1. Creates temporary window for print
2. Converts Markdown to HTML
3. Applies professional stylesheet
4. Opens browser print dialog
5. User can save as PDF or print
6. Auto-closes after print

User Benefits

1. Archival: Save important conversations permanently
2. Sharing: Export for sharing with colleagues (non-PHI only)
3. Documentation: Create patient notes from consultations
4. Research: Compile medical literature references
5. Compliance: Maintain records for audit trails

Phase 7 Status

Completed ✅

• ✅ Conversation history with search (pre-existing)
• ✅ Rename conversations (pre-existing)
• ✅ Archive conversations (pre-existing)
• ✅ Delete conversations (pre-existing)
• ✅ Export to PDF/Markdown (NEW - commit 9a51d91)

Remaining ⏳

• ⏳ Conversation folders/categorization
• ⏳ Conversation sharing (share links, permissions)
• ⏳ Conversation templates (create from template, save as template)

Files Modified/Created

Created:

• apps/web-app/src/utils/exportConversation.ts (200+ lines)
• apps/web-app/src/components/export/ExportDialog.tsx (300+ lines)

Modified:

• apps/web-app/src/pages/ChatPage.tsx
  • Added ExportDialog import
  • Added isExportDialogOpen state
  • Added Export button in header
  • Rendered ExportDialog component

Next Steps

1. Conversation Folders (Future)

   • Add folder structure to conversation list
   • Drag-and-drop organization
   • Folder filtering and search

2. Conversation Sharing (Future)

   • Generate shareable links
   • Permission levels (view-only, edit)
   • Expiration dates for links
   • Share tracking/analytics

3. Conversation Templates (Future)

   • Template library
   • Create conversation from template
   • Save custom templates
   • Template variables/placeholders

Export Feature Status: ✅ COMPLETE

Proceeding to remaining Phase 7 features or Phase 8 (Polish & Optimize) as needed.