feat(export): include self-evaluation data in PDF/PPTX/Markdown exports (#90)

Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>

Author: Copilot

src/App.jsx

@@ -107,6 +107,7 @@ export default function App() {
         setView={setView}
         assessmentMode={assessmentMode}
         onToggleAssessment={() => setAssessmentMode((v) => !v)}
+        assessmentState={assessmentState}
       />
 
       <p className="app__hint">{t(lang, activeView.hint)}</p>
@@ -316,7 +317,7 @@ export default function App() {
         </p>
       </section>
 
-      <PrintDocument lang={lang} />
+      <PrintDocument lang={lang} assessment={assessmentState} />
     </div>
   );
 }

src/components/AppHeader.jsx

@@ -9,6 +9,7 @@ export default function AppHeader({
   setView,
   assessmentMode,
   onToggleAssessment,
+  assessmentState,
 }) {
   return (
     <header className="app-header">
@@ -85,7 +86,7 @@ export default function AppHeader({
           ))}
         </div>
 
-        <ExportMenu lang={lang} />
+        <ExportMenu lang={lang} assessment={assessmentState} />
       </div>
     </header>
   );

src/components/ExportMenu.jsx

@@ -2,7 +2,7 @@ import { useRef, useState, useEffect } from 'react';
 import { t } from '../i18n/strings.js';
 import { exportPDF, exportPPTX, exportMarkdown } from '../data/export.js';
 
-export default function ExportMenu({ lang }) {
+export default function ExportMenu({ lang, assessment }) {
   const [open, setOpen] = useState(false);
   const [exporting, setExporting] = useState(false);
   const menuRef = useRef(null);
@@ -33,7 +33,7 @@ export default function ExportMenu({ lang }) {
     setOpen(false);
     setExporting(true);
     try {
-      await exportPPTX(lang);
+      await exportPPTX(lang, assessment);
     } finally {
       setExporting(false);
     }
@@ -46,7 +46,7 @@ export default function ExportMenu({ lang }) {
 
   function handleMarkdown() {
     setOpen(false);
-    exportMarkdown(lang);
+    exportMarkdown(lang, assessment);
   }
 
   return (

src/components/PrintDocument.jsx

@@ -7,11 +7,12 @@ import {
   localizedStandardsWhy,
   localizedGuidance,
 } from '../data/grip.js';
+import { entryForCode, hasSelfEvaluation } from '../data/assessment.js';
 
 // Hidden on screen; revealed only when printing (see @media print in index.css).
 // Renders one full page per GRIP measure so the browser "Save as PDF" output
 // mirrors the PPTX export: every measure with all of its detail.
-export default function PrintDocument({ lang }) {
+export default function PrintDocument({ lang, assessment }) {
   const measures = getMeasures();
 
   return (
@@ -33,6 +34,7 @@ export default function PrintDocument({ lang }) {
         const standardsWhy = localizedStandardsWhy(measure, lang);
         const typeLabel =
           measure.type === 'T' ? t(lang, 'technical') : t(lang, 'organisational');
+        const selfEval = assessment ? entryForCode(assessment, measure.code) : null;
 
         return (
           <article className="print-page" key={measure.code}>
@@ -56,6 +58,28 @@ export default function PrintDocument({ lang }) {
             <h2 className="print-page__title">{title}</h2>
             <p className="print-page__summary">{summary}</p>
 
+            {selfEval && (
+              <section className="print-section print-self-eval">
+                <h3 className="print-section__title">{t(lang, 'selfEvaluationTitle')}</h3>
+                {hasSelfEvaluation(selfEval) ? (
+                  <>
+                    <p className="print-self-eval__status">
+                      <strong>{t(lang, 'assessmentStatusLabel')}:</strong>{' '}
+                      {t(lang, `status_${selfEval.status}`)}
+                    </p>
+                    {selfEval.note && selfEval.note.trim() !== '' && (
+                      <p className="print-self-eval__note">
+                        <strong>{t(lang, 'assessmentNoteLabel')}:</strong>{' '}
+                        {selfEval.note.trim()}
+                      </p>
+                    )}
+                  </>
+                ) : (
+                  <p className="print-section__muted">{t(lang, 'selfEvaluationNone')}</p>
+                )}
+              </section>
+            )}
+
             {guidance && (
               <section className="print-section">
                 <h3 className="print-section__title">{t(lang, 'guidanceTitle')}</h3>

src/components/PrintDocument.test.jsx

@@ -37,11 +37,31 @@ describe('PrintDocument', () => {
     expect(scoped.getByText(/learn\.microsoft\.com/)).toBeInTheDocument();
   });
 
-  it('localizes the cover to English', () => {
-    const { container } = render(<PrintDocument lang="en" />);
+  it('renders the self-evaluation status and note when assessment data is provided', () => {
+    const assessment = {
+      measures: {
+        T1: { status: 'done', note: 'Implemented and reviewed.' },
+      },
+    };
+    const { container } = render(<PrintDocument lang="en" assessment={assessment} />);
     const t1Page = Array.from(container.querySelectorAll('.print-page')).find((page) =>
       within(page).queryByText('T1')
     );
-    expect(within(t1Page).getByText('Practical guidance')).toBeInTheDocument();
+    const scoped = within(t1Page);
+    expect(scoped.getByText('Self-assessment')).toBeInTheDocument();
+    expect(scoped.getByText('Implemented and reviewed.')).toBeInTheDocument();
+
+    // A measure without an entry shows the empty-state placeholder.
+    const otherPage = Array.from(container.querySelectorAll('.print-page')).find((page) =>
+      within(page).queryByText('O1')
+    );
+    expect(
+      within(otherPage).getByText('No self-assessment provided')
+    ).toBeInTheDocument();
+  });
+
+  it('omits the self-evaluation section when no assessment is provided', () => {
+    const { container } = render(<PrintDocument lang="en" />);
+    expect(container.querySelector('.print-self-eval')).toBeNull();
   });
 });

src/data/assessment.js

@@ -147,6 +147,21 @@ export function useAssessment() {
   return { state, setStatus, setNote, reset, importMeasures, getStatus, getEntry };
 }
 
+// Returns the normalized self-evaluation entry ({ status, note }) for a measure
+// code from a state object (as produced by useAssessment / parseImport). Safe
+// for missing or empty state so export code can call it unconditionally.
+export function entryForCode(state, code) {
+  return normalizeEntry(state?.measures?.[code]);
+}
+
+// True when an entry carries meaningful self-evaluation: a non-default status
+// or a non-empty note. Used to decide whether to render self-evaluation detail
+// in exports.
+export function hasSelfEvaluation(entry) {
+  if (!entry) return false;
+  return entry.status !== DEFAULT_STATUS || (entry.note ?? '').trim() !== '';
+}
+
 // Trigger a browser download of the current assessment as a JSON file.
 export function exportAssessment(state) {
   const payload = {

src/data/export.js

@@ -8,6 +8,7 @@ import {
   localizedGuidance,
 } from './grip.js';
 import { t } from '../i18n/strings.js';
+import { entryForCode, hasSelfEvaluation } from './assessment.js';
 
 // ─── Colour palette (mirrors CSS variables) ──────────────────────────────────
 const COLORS = {
@@ -53,8 +54,10 @@ function dateLocale(lang) {
 }
 
 // Builds the Markdown body for a single measure, mirroring the detail shown in
-// the app and the PDF/PPTX exports.
-function measureMarkdown(measure, lang) {
+// the app and the PDF/PPTX exports. When an assessment state is supplied the
+// user's self-evaluation (status + note) is rendered just below the summary,
+// matching the on-screen ordering.
+function measureMarkdown(measure, lang, assessment) {
   const lines = [];
   const title = localized(measure, 'title', lang);
   const typeLabel =
@@ -71,6 +74,26 @@ function measureMarkdown(measure, lang) {
   lines.push(localized(measure, 'summary', lang));
   lines.push('');
 
+  // Self-evaluation (user-provided status + note)
+  if (assessment) {
+    const entry = entryForCode(assessment, measure.code);
+    lines.push(`### ${t(lang, 'selfEvaluationTitle')}`);
+    lines.push('');
+    if (hasSelfEvaluation(entry)) {
+      lines.push(
+        `**${t(lang, 'assessmentStatusLabel')}:** ${t(lang, `status_${entry.status}`)}`
+      );
+      lines.push('');
+      if (entry.note && entry.note.trim() !== '') {
+        lines.push(`**${t(lang, 'assessmentNoteLabel')}:** ${entry.note.trim()}`);
+        lines.push('');
+      }
+    } else {
+      lines.push(`_${t(lang, 'selfEvaluationNone')}_`);
+      lines.push('');
+    }
+  }
+
   // Practical guidance
   const guidance = localizedGuidance(measure, lang);
   if (guidance) {
@@ -159,8 +182,10 @@ function measureMarkdown(measure, lang) {
  * triggers a client-side download. No data leaves the browser.
  *
  * @param {string} lang  Active UI language ('nl' | 'en' | 'fr')
+ * @param {object} [assessment]  Optional self-evaluation state (state.measures
+ *   keyed by measure code) whose status/note are rendered per measure.
  */
-export function exportMarkdown(lang) {
+export function exportMarkdown(lang, assessment) {
   const measures = getMeasures();
   const today = new Date().toLocaleDateString(dateLocale(lang), {
     year: 'numeric',
@@ -175,7 +200,7 @@ export function exportMarkdown(lang) {
     '',
     today,
     '',
-    ...measures.map((measure) => measureMarkdown(measure, lang)),
+    ...measures.map((measure) => measureMarkdown(measure, lang, assessment)),
   ];
 
   const markdown = parts.join('\n');
@@ -261,6 +286,57 @@ function guidanceRuns(measure, lang) {
   return runs;
 }
 
+// Builds the stacked text runs for the self-evaluation block (status + note).
+function selfEvaluationRuns(entry, lang) {
+  const runs = [
+    {
+      text: t(lang, 'selfEvaluationTitle'),
+      options: {
+        bold: true,
+        fontSize: 13,
+        color: COLORS.accentInk,
+        breakLine: true,
+        paraSpaceBefore: 8,
+      },
+    },
+  ];
+
+  if (!hasSelfEvaluation(entry)) {
+    runs.push({
+      text: t(lang, 'selfEvaluationNone'),
+      options: { italic: true, fontSize: 11, color: COLORS.inkFaint, breakLine: true },
+    });
+    return runs;
+  }
+
+  runs.push({
+    text: `${t(lang, 'assessmentStatusLabel')}: `,
+    options: { bold: true, fontSize: 11, color: COLORS.ink },
+  });
+  runs.push({
+    text: t(lang, `status_${entry.status}`),
+    options: {
+      fontSize: 11,
+      color: COLORS.inkSoft,
+      breakLine: true,
+      paraSpaceAfter: 4,
+    },
+  });
+
+  if (entry.note && entry.note.trim() !== '') {
+    runs.push({
+      text: `${t(lang, 'assessmentNoteLabel')}: `,
+      options: { bold: true, fontSize: 11, color: COLORS.ink },
+    });
+    runs.push({
+      text: entry.note.trim(),
+      options: { fontSize: 11, color: COLORS.inkSoft, breakLine: true },
+    });
+  }
+
+  return runs;
+}
+
 // Builds the stacked text runs for the right "mapping + standards" column.
 function mappingRuns(measure, lang) {
   const runs = [
@@ -382,8 +458,10 @@ function mappingRuns(measure, lang) {
  * documentation links, and the standards mapping with control references.
  *
  * @param {string} lang  Active UI language ('nl' | 'en' | 'fr')
+ * @param {object} [assessment]  Optional self-evaluation state (state.measures
+ *   keyed by measure code) whose status/note are rendered per measure slide.
  */
-export async function exportPPTX(lang) {
+export async function exportPPTX(lang, assessment) {
   const measures = getMeasures();
   const pptx = new PptxGenJS();
 
@@ -535,8 +613,12 @@ export async function exportPPTX(lang) {
       fit: 'shrink',
     });
 
-    // Left column — practical guidance
-    slide.addText(guidanceRuns(measure, lang), {
+    // Left column — practical guidance (plus self-evaluation when present)
+    const leftRuns = guidanceRuns(measure, lang);
+    if (assessment) {
+      leftRuns.push(...selfEvaluationRuns(entryForCode(assessment, measure.code), lang));
+    }
+    slide.addText(leftRuns, {
       x: 0.35,
       y: 2.12,
       w: 6.1,

src/data/export.test.jsx

@@ -30,6 +30,20 @@ describe('exportPPTX', () => {
     expect(writeSpy).toHaveBeenCalledTimes(3);
     writeSpy.mockRestore();
   });
+
+  it('builds a deck that includes self-evaluation data without throwing', async () => {
+    const writeSpy = vi
+      .spyOn(PptxGenJS.prototype, 'writeFile')
+      .mockResolvedValue(undefined);
+    const assessment = {
+      measures: {
+        O1: { status: 'in_progress', note: 'Rolling this out across teams.' },
+      },
+    };
+    await expect(exportPPTX('en', assessment)).resolves.not.toThrow();
+    expect(writeSpy).toHaveBeenCalledTimes(1);
+    writeSpy.mockRestore();
+  });
 });
 
 // ── exportMarkdown ───────────────────────────────────────────────────────────
@@ -79,6 +93,27 @@ describe('exportMarkdown', () => {
     // Standards link with a control reference (NIS2)
     expect(text).toContain('NIS2 Directive (EU) 2022/2555');
   });
+
+  it('omits the self-evaluation section when no assessment is provided', async () => {
+    exportMarkdown('en');
+    const text = await lastBlob.text();
+    expect(text).not.toContain('### Self-assessment');
+  });
+
+  it('includes the self-evaluation status and note for measures with data', async () => {
+    const assessment = {
+      measures: {
+        O1: { status: 'done', note: 'We finished this measure last quarter.' },
+      },
+    };
+    exportMarkdown('en', assessment);
+    const text = await lastBlob.text();
+    expect(text).toContain('### Self-assessment');
+    expect(text).toContain('**Progress:** Done');
+    expect(text).toContain('**Note:** We finished this measure last quarter.');
+    // A measure without an entry falls back to the empty-state placeholder.
+    expect(text).toContain('No self-assessment provided');
+  });
 });
 
 describe('ExportMenu', () => {

src/i18n/strings.js

@@ -110,6 +110,8 @@ export const ui = {
     assessmentStatusLabel: 'Voortgang',
     assessmentNoteLabel: 'Notitie',
     assessmentNotePlaceholder: 'Voeg een notitie toe...',
+    selfEvaluationTitle: 'Zelfevaluatie',
+    selfEvaluationNone: 'Geen zelfevaluatie ingevuld',
     scorecardTitle: 'Voortgangsoverzicht',
     scorecardBrowserOnly:
       'Alle evaluatiegegevens blijven uitsluitend in je browser opgeslagen. Er worden geen gegevens verzonden.',
@@ -218,6 +220,8 @@ export const ui = {
     assessmentStatusLabel: 'Progress',
     assessmentNoteLabel: 'Note',
     assessmentNotePlaceholder: 'Add a note...',
+    selfEvaluationTitle: 'Self-assessment',
+    selfEvaluationNone: 'No self-assessment provided',
     scorecardTitle: 'Progress overview',
     scorecardBrowserOnly:
       'All assessment data is stored exclusively in your browser. Nothing is ever sent to a server.',
@@ -329,6 +333,8 @@ export const ui = {
     assessmentStatusLabel: 'Avancement',
     assessmentNoteLabel: 'Note',
     assessmentNotePlaceholder: 'Ajouter une note...',
+    selfEvaluationTitle: 'Auto-évaluation',
+    selfEvaluationNone: 'Aucune auto-évaluation fournie',
     scorecardTitle: "Vue d'ensemble",
     scorecardBrowserOnly:
       "Toutes les données d'évaluation sont stockées exclusivement dans votre navigateur. Rien n'est jamais envoyé à un serveur.",