Added ability to export conversations by eldong · Pull Request #734 · microsoft/simplechat

eldong · 2026-02-24T15:31:35Z

No description provided.

Copilot

Pull request overview

This pull request adds a conversation export feature that allows users to export their conversations in JSON or Markdown format, with options for single-file or ZIP packaging. The export wizard provides a multi-step interface for selecting conversations, choosing formats, and downloading the results.

However, the PR contains significant unrelated changes including:

Retention policy settings UI for public and group workspaces
MIME type registration for font files
Custom logo image files

Changes:

Added conversation export backend endpoint with sanitization and active thread filtering
Implemented multi-step export wizard with Bootstrap modal UI
Added export buttons to conversation lists and sidebar with selection mode support
Included functional tests validating export logic and feature documentation

Reviewed changes

Copilot reviewed 15 out of 17 changed files in this pull request and generated 6 comments.

Show a summary per file

File	Description
functional_tests/test_conversation_export.py	Comprehensive tests for export sanitization, markdown generation, ZIP packaging, and active thread filtering
docs/explanation/features/CONVERSATION_EXPORT.md	Complete feature documentation covering architecture, usage, and security
application/single_app/route_backend_conversation_export.py	Backend API endpoint with conversation/message sanitization and format conversion
application/single_app/app.py	Route registration for export endpoint
application/single_app/templates/chats.html	Export wizard modal and button integration
application/single_app/templates/_sidebar_nav.html	Export button in sidebar with compact styling
application/single_app/templates/_sidebar_short_nav.html	Export button in short sidebar variant
application/single_app/static/js/chat/chat-export.js	Export wizard module with multi-step UI logic
application/single_app/static/js/chat/chat-conversations.js	Export button integration in main conversations list
application/single_app/static/js/chat/chat-sidebar-conversations.js	Export menu item and button handlers in sidebar
application/single_app/static/css/sidebar.css	Compact button styling for selection mode actions
application/single_app/templates/public_workspaces.html	UNRELATED: Retention policy settings tab
application/single_app/templates/group_workspaces.html	UNRELATED: Retention policy settings tab
application/single_app/static/js/public/public_workspace.js	UNRELATED: Retention policy functions + broken import
application/single_app/config.py	UNRELATED: MIME type registration for fonts
application/single_app/static/images/custom_logo.png	UNRELATED: Custom logo image
application/single_app/static/images/custom_logo_dark.png	UNRELATED: Custom logo dark mode image

Copilot · 2026-02-24T15:41:53Z

application/single_app/route_backend_conversation_export.py

+                message_query = f"""
+                    SELECT * FROM c
+                    WHERE c.conversation_id = '{conv_id}'
+                    ORDER BY c.timestamp ASC
+                """
+                messages = list(cosmos_messages_container.query_items(
+                    query=message_query,


While not a critical security issue (since the conversation ID is validated against the database first), this query should use parameterized queries following the pattern seen elsewhere in the codebase (e.g., functions_retention_policy.py:607-612). Use WHERE c.conversation_id = @conversation_id with a parameters array like [{"name": "@conversation_id", "value": conv_id}] passed to query_items.

Suggested change

message_query = f"""

SELECT * FROM c

WHERE c.conversation_id = '{conv_id}'

ORDER BY c.timestamp ASC

"""

messages = list(cosmos_messages_container.query_items(

query=message_query,

message_query = """

SELECT * FROM c

WHERE c.conversation_id = @conversation_id

ORDER BY c.timestamp ASC

"""

messages = list(cosmos_messages_container.query_items(

query=message_query,

parameters=[{"name": "@conversation_id", "value": conv_id}],

application/single_app/static/js/public/public_workspace.js

Copilot · 2026-02-24T15:41:54Z

application/single_app/templates/public_workspaces.html

@@ -260,6 +265,73 @@ <h5>Public Prompts</h5>
        <div class="d-flex align-items-center gap-3 mb-3 mt-3"><div><label class="visually-hidden">Items per page:</label><select id="public-prompts-page-size-select" class="form-select form-select-sm d-inline-block" style="width:auto;"><option value="10" selected>10</option><option value="20">20</option><option value="50">50</option></select><span class="ms-1 small text-muted">items per page</span></div><div id="public-prompts-pagination-container" class="d-flex gap-1 ms-auto"></div></div>
      </div>
    </div>
+
+    {% if app_settings.enable_retention_policy_public %}
+    <!-- Settings Tab -->
+    <div class="tab-pane fade" id="public-settings-tab" role="tabpanel">
+      <div class="card p-4 my-3">
+        <h5 class="mb-3"><i class="bi bi-hourglass-split me-2"></i>Retention Policy Settings</h5>
+        <p class="text-muted">Configure how long to keep conversations and documents in this public workspace. Items older than the specified period will be automatically deleted.</p>
+
+        <div class="alert alert-info">
+          <i class="bi bi-info-circle me-2"></i>
+          <strong>Default:</strong> You can use the organization default or set a custom retention period. Choose "No automatic deletion" to keep items indefinitely.
+        </div>
+
+        <div class="row g-3">
+          <div class="col-md-6">
+            <label for="public-conversation-retention-days" class="form-label">Conversation Retention</label>
+            <select class="form-select" id="public-conversation-retention-days" name="conversation_retention_days">
+              <option value="default">Using organization default</option>
+              <option value="none">No automatic deletion</option>
+              <option value="7">7 days (1 week)</option>
+              <option value="14">14 days (2 weeks)</option>
+              <option value="30">30 days (1 month)</option>
+              <option value="60">60 days (2 months)</option>
+              <option value="90">90 days (3 months)</option>
+              <option value="180">180 days (6 months)</option>
+              <option value="365">365 days (1 year)</option>
+              <option value="730">730 days (2 years)</option>
+              <option value="1095">1095 days (3 years)</option>
+              <option value="3650">3650 days (10 years)</option>
+            </select>
+            <small class="form-text text-muted">Conversations older than this will be automatically deleted.</small>
+          </div>
+
+          <div class="col-md-6">
+            <label for="public-document-retention-days" class="form-label">Document Retention</label>
+            <select class="form-select" id="public-document-retention-days" name="document_retention_days">
+              <option value="default">Using organization default</option>
+              <option value="none">No automatic deletion</option>
+              <option value="7">7 days (1 week)</option>
+              <option value="14">14 days (2 weeks)</option>
+              <option value="30">30 days (1 month)</option>
+              <option value="60">60 days (2 months)</option>
+              <option value="90">90 days (3 months)</option>
+              <option value="180">180 days (6 months)</option>
+              <option value="365">365 days (1 year)</option>
+              <option value="730">730 days (2 years)</option>
+              <option value="1095">1095 days (3 years)</option>
+              <option value="3650">3650 days (10 years)</option>
+            </select>
+            <small class="form-text text-muted">Documents older than this will be automatically deleted.</small>
+          </div>
+        </div>
+
+        <div class="mt-3">
+          <button type="button" class="btn btn-primary" onclick="savePublicRetentionSettings()">
+            <i class="bi bi-save me-1"></i>Save Retention Settings
+          </button>
+          <span id="public-retention-save-status" class="ms-3"></span>
+        </div>
+
+        <div class="alert alert-warning mt-3 mb-0">
+          <i class="bi bi-exclamation-triangle me-2"></i>
+          <strong>Important:</strong> Deleted conversations will be archived if archiving is enabled. All deletions are logged in activity history.
+        </div>
+      </div>
+    </div>
+    {% endif %}


This code appears to be unrelated to the conversation export feature described in the PR title. These retention policy settings for public workspaces should be in a separate PR focused on retention policy functionality, not mixed with the conversation export feature.

Copilot · 2026-02-24T15:41:54Z

application/single_app/templates/group_workspaces.html

@@ -735,6 +751,79 @@ <h5 class="mb-0 d-flex align-items-center gap-2">Group Actions</h5>
    </div>
    <!-- End GROUP ACTIONS TAB -->
    {% endif %}
+
+    {% if app_settings.enable_retention_policy_group %}
+    <!-- ============= GROUP SETTINGS TAB ============= -->
+    <div
+      class="tab-pane fade"
+      id="group-settings-tab"
+      role="tabpanel"
+      aria-labelledby="group-settings-tab-btn"
+    >
+      <div class="card p-4 my-3">
+        <h5 class="mb-3"><i class="bi bi-hourglass-split me-2"></i>Retention Policy Settings</h5>
+        <p class="text-muted">Configure how long to keep conversations and documents in this group workspace. Items older than the specified period will be automatically deleted.</p>
+
+        <div class="alert alert-info">
+          <i class="bi bi-info-circle me-2"></i>
+          <strong>Default:</strong> You can use the organization default or set a custom retention period. Choose "No automatic deletion" to keep items indefinitely.
+        </div>
+
+        <div class="row g-3">
+          <div class="col-md-6">
+            <label for="group-conversation-retention-days" class="form-label">Conversation Retention</label>
+            <select class="form-select" id="group-conversation-retention-days" name="conversation_retention_days">
+              <option value="default">Using organization default</option>
+              <option value="none">No automatic deletion</option>
+              <option value="7">7 days (1 week)</option>
+              <option value="14">14 days (2 weeks)</option>
+              <option value="30">30 days (1 month)</option>
+              <option value="60">60 days (2 months)</option>
+              <option value="90">90 days (3 months)</option>
+              <option value="180">180 days (6 months)</option>
+              <option value="365">365 days (1 year)</option>
+              <option value="730">730 days (2 years)</option>
+              <option value="1095">1095 days (3 years)</option>
+              <option value="3650">3650 days (10 years)</option>
+            </select>
+            <small class="form-text text-muted">Conversations older than this will be automatically deleted.</small>
+          </div>
+
+          <div class="col-md-6">
+            <label for="group-document-retention-days" class="form-label">Document Retention</label>
+            <select class="form-select" id="group-document-retention-days" name="document_retention_days">
+              <option value="default">Using organization default</option>
+              <option value="none">No automatic deletion</option>
+              <option value="7">7 days (1 week)</option>
+              <option value="14">14 days (2 weeks)</option>
+              <option value="30">30 days (1 month)</option>
+              <option value="60">60 days (2 months)</option>
+              <option value="90">90 days (3 months)</option>
+              <option value="180">180 days (6 months)</option>
+              <option value="365">365 days (1 year)</option>
+              <option value="730">730 days (2 years)</option>
+              <option value="1095">1095 days (3 years)</option>
+              <option value="3650">3650 days (10 years)</option>
+            </select>
+            <small class="form-text text-muted">Documents older than this will be automatically deleted.</small>
+          </div>
+        </div>
+
+        <div class="mt-3">
+          <button type="button" class="btn btn-primary" onclick="saveGroupRetentionSettings()">
+            <i class="bi bi-save me-1"></i>Save Retention Settings
+          </button>
+          <span id="group-retention-save-status" class="ms-3"></span>
+        </div>
+
+        <div class="alert alert-warning mt-3 mb-0">
+          <i class="bi bi-exclamation-triangle me-2"></i>
+          <strong>Important:</strong> Deleted conversations will be archived if archiving is enabled. All deletions are logged in activity history.
+        </div>
+      </div>
+    </div>
+    <!-- End GROUP SETTINGS TAB -->
+    {% endif %}


This code appears to be unrelated to the conversation export feature described in the PR title. These retention policy settings for group workspaces should be in a separate PR focused on retention policy functionality, not mixed with the conversation export feature.

application/single_app/static/js/public/public_workspace.js

Copilot · 2026-02-24T15:41:54Z

application/single_app/config.py

+# Register font MIME types so Flask serves them correctly (required for
+# X-Content-Type-Options: nosniff to not block Bootstrap Icons)
+mimetypes.add_type('font/woff', '.woff')
+mimetypes.add_type('font/woff2', '.woff2')
+mimetypes.add_type('font/ttf', '.ttf')
+mimetypes.add_type('font/otf', '.otf')


This MIME type registration code appears to be unrelated to the conversation export feature. The comment mentions "required for X-Content-Type-Options: nosniff to not block Bootstrap Icons", which is a general fix for font serving, not specific to conversation export. This should be in a separate PR or at least clearly documented as a related fix.

paullizer

please update release_notes.md with the feature

paullizer · 2026-02-24T18:56:18Z

docs/explanation/features/CONVERSATION_EXPORT.md

this is great! please also update the release_notes.md

…implechat into export-conversations

eldong · 2026-02-24T20:00:22Z

I updated the release notes to include the Export Conversations and Retention policy UI features.

Copilot

Pull request overview

Copilot reviewed 16 out of 18 changed files in this pull request and generated 3 comments.

Copilot · 2026-02-24T20:03:53Z

application/single_app/static/js/public/public_workspace.js

@@ -1,4 +1,6 @@
 // static/js/public_workspace.js
+import { showToast } from "./chat/chat-toast.js";


The import path is incorrect. The file public_workspace.js is located at static/js/public/, but it's trying to import from ./chat/chat-toast.js, which resolves to static/js/public/chat/chat-toast.js (which doesn't exist).

The correct relative import path should be ../chat/chat-toast.js to go up one directory level from public/ to js/ and then into chat/.

Suggested change

import { showToast } from "./chat/chat-toast.js";

import { showToast } from "../chat/chat-toast.js";

Copilot · 2026-02-24T20:03:53Z

functional_tests/test_conversation_export.py

+Version: 0.237.050
+Implemented in: 0.237.050


Version mismatch: The functional test specifies version 0.237.050, but the current version in config.py is 0.238.024. According to the coding guideline for version management (CodingGuidelineID: 1000002), functional tests must include the current version from config.py.

Update both the header comment version references to match 0.238.024.

Copilot · 2026-02-24T20:03:53Z

docs/explanation/features/CONVERSATION_EXPORT.md

+## Overview
+The Conversation Export feature allows users to export one or multiple conversations directly from the Chats experience. A multi-step wizard modal guides users through format selection, output packaging, and downloading the final file.
+
+**Version Implemented:** 0.237.050


Version mismatch: The feature documentation specifies version 0.237.050, but the current version in config.py is 0.238.024. According to the coding guideline for version management (CodingGuidelineID: 1000002), feature documentation must include the current version from config.py.

Update the version reference to match 0.238.024.

eldongormsen added 5 commits February 23, 2026 14:19

Added retention policy UI for groups and public workspaces

5ff87e1

Added retention policy UI for groups and public workspaces

5fa5841

initial attempt

affe053

fix navigation issues

52eb9be

clean up

bea35dd

Copilot AI review requested due to automatic review settings February 24, 2026 15:31

Copilot started reviewing on behalf of eldong February 24, 2026 15:32 View session

Copilot AI reviewed Feb 24, 2026

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paullizer self-requested a review February 24, 2026 18:53

paullizer linked an issue Feb 24, 2026 that may be closed by this pull request

Export Conversations via Multi Step Modal from Chat Ellipse Menu with Multi Select Support #667

Open

paullizer suggested changes Feb 24, 2026

View reviewed changes

docs/explanation/features/CONVERSATION_EXPORT.md

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this is great! please also update the release_notes.md

paullizer and others added 3 commits February 24, 2026 13:57

Merge branch 'Development' into export-conversations

cf99510

updated release notes for Export and Retention Policies features

b2af2d0

Merge branch 'export-conversations' of https://github.com/microsoft/s…

a8ffc10

…implechat into export-conversations

Copilot AI review requested due to automatic review settings February 24, 2026 19:57

Copilot started reviewing on behalf of eldong February 24, 2026 19:58 View session

eldong requested a review from paullizer February 24, 2026 20:00

Copilot AI reviewed Feb 24, 2026

View reviewed changes

		@@ -1,4 +1,6 @@
		// static/js/public_workspace.js
		import { showToast } from "./chat/chat-toast.js";

	import { showToast } from "./chat/chat-toast.js";
	import { showToast } from "../chat/chat-toast.js";

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