View RBT Note and Export PDF

1. What does this feature do? (High-Level Overview)

This feature lets users open a completed RBT note in read-only profile format and, when authorized, export it as a PDF. It helps teams review session details quickly and share a formal record for operational or billing workflows.

2. Who is this for? (Roles & Permissions)

• RBT/Analyst, Manager, Owner, Admin, Superadmin with access to the Notes flow: Can open and review RBT note profiles.
• Users with manage_notes (UI visibility): See the Export PDF action in the RBT note profile view.
• Users with export_notes (backend enforcement): Can successfully generate the PDF file from the export endpoint.
• Users with access_all_locations (cross-location exception): Can export a note outside the currently selected location when authorized.

3. Business Rules & Enforcements

• Rule 1: The note profile page loads note details by note ID and shows the full session summary in read-only mode.
• Rule 2: The Edit button is shown using ownership/status logic:
  • Users with manage_notes can edit regardless of note status.
  • Without manage_notes, only the provider assigned to the note can edit, and only when status is pending or no.
• Rule 3: The Export PDF button is shown in the UI only when the user has manage_notes.
• Rule 4: PDF generation is protected by backend permission export_notes.
• Rule 5: Export validates location scope using the current X-Location-Id context. If the note belongs to another location, export is rejected unless the user has access_all_locations.
• Rule 6: Exported file is generated as an RBT note PDF and returned with a filename format rbt-note-<note-id>.pdf.

4. UI Placement

1. Notes > Notes List (/notes-list): Open a note by clicking the DOS link in the table.
2. RBT Note Profile (/note-rbt/view/:id): Read-only note detail page.
3. Action area in profile header:
   • Back
   • Edit (permission and status dependent)
   • Export PDF (shown for manage_notes users)

5. How-To Guide (Step-by-Step)

Scenario A: View an RBT note profile from the Notes list

1. Open Notes from the sidebar.
2. Use filters (date range, provider, patient, note type) to find the target note.
3. Click the note DOS link.
4. Review the profile sections: patient/session info, maladaptives, replacements, interventions, summary, and signatures.

Scenario B: Export the viewed RBT note as PDF

1. Open the RBT note profile (/note-rbt/view/:id).
2. Click Export PDF.
3. Wait for the PDF response; the document opens in a new browser tab.
4. Save or print the PDF from the browser if needed.

Scenario C: Open from Logs Report context

1. Open a note from Logs Report.
2. The profile opens with from=log context and displays the breadcrumb path for Logs.
3. Review or export the note using the same actions.

6. What happens if…? (Edge Cases / FAQ)

• Q: What happens if the user can see the profile but does not have export_notes? A: Export request is rejected by backend authorization, even if the profile itself is visible.

• Q: What happens if the note belongs to another location than the selected X-Location-Id? A: Export is blocked unless the user has access_all_locations.

• Q: What happens if the note is in ok status and the provider does not have manage_notes? A: Edit is not shown/allowed for that provider in the profile view.