feat(classifier): export filtered file list to TSV + direct path bind on paste-back

A round-trip workflow: export the file list, edit it in Excel, paste it back —
binding files by exact path or fuzzy name.

Export (left / folder tree, Classify mode):
- A "⬆ Export list" button in the Show toolbar copies the CURRENT filtered file
  set (name search + the Show toggles) to TSV — header `path<TAB>file`, files
  only, no folder rows. It honours every active filter but ignores expand/collapse
  (display-only), so files inside collapsed folders are included. `path` is the
  file's root-relative key; `file` is the bare filename. Clipboard copy, with a
  .tsv download fallback when the clipboard API is blocked (e.g. file://).
- Reuses the tree's computeVisible() so the export matches exactly what the
  filters show.

Paste-back (right / "Paste rows"): the Current name column now accepts either form
- Bare filename → today's behaviour: fuzzy name match / drop later.
- Full path (the exported `path`) → binds that EXACT file directly on paste:
  proposeMatches detects currentName === a file's key as a confidence-1 `via:'path'`
  match (the strongest signal), folded into the existing auto-assign pass. A path
  that matches nothing falls back to its basename for fuzzy matching.
- A pasted full path on a row with NO tracking number yet is still CLAIMED
  (recorded in row.bound); when a tracking/rev later lands, restampRow places the
  claimed file onto the new leaf. (User choice A.)

Tests: export TSV honours the filter + includes collapsed folders; a full-path
Current name binds the exact file (and leaves others untouched); a path with no
tracking is claimed then placed once tracking is filled. 69 classify green.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

classifier/css/layout.css

@@ -160,6 +160,7 @@
 }
 .tree-toolbar__label { color: var(--text-muted); font-size: 0.8rem; font-weight: 600; }
 .classify-filters .filter-count { color: var(--text-muted); font-size: 0.85em; }
+.export-list-btn { margin-left: auto; }   /* push the export action to the toolbar's right edge */
 
 /* Live filter box above a file tree. */
 .tree-filter {

classifier/js/app.js

@@ -149,6 +149,7 @@
             showAssignedCheckbox: document.getElementById('showAssignedCheckbox'),
             showExcludedCheckbox: document.getElementById('showExcludedCheckbox'),
             showEmptyCheckbox: document.getElementById('showEmptyCheckbox'),
+            exportListBtn: document.getElementById('exportListBtn'),
             exportDatasetBtn: document.getElementById('exportDatasetBtn'),
             importDatasetBtn: document.getElementById('importDatasetBtn'),
             importDatasetInput: document.getElementById('importDatasetInput'),
@@ -366,6 +367,11 @@
         [app.dom.showUnassignedCheckbox, app.dom.showPartialCheckbox, app.dom.showAssignedCheckbox, app.dom.showExcludedCheckbox, app.dom.showEmptyCheckbox]
             .forEach(function (cb) { if (cb) cb.addEventListener('change', pushClassifyFilters); });
 
+        // Export the filtered file list (path + file TSV) for the Excel round-trip.
+        if (app.dom.exportListBtn) app.dom.exportListBtn.addEventListener('click', function () {
+            if (app.modules.tree && app.modules.tree.exportFilteredList) app.modules.tree.exportFilteredList();
+        });
+
         // Collapse tree button
         app.dom.collapseTreeBtn.addEventListener('click', handleCollapseTree);
 

classifier/js/classify.js

@@ -594,8 +594,17 @@
         return addTrackingPath(null, parseFolderLevels(tn + '_' + rev));
     }
     function assignFromRow(keys, row) {
+        if (!keys || !keys.length) return;
         var leaf = leafForRow(row);
-        if (!leaf || !keys || !keys.length) return;
+        if (!leaf) {
+            // No tracking number on the row yet — still CLAIM these files for it
+            // (e.g. a pasted full path on a row whose tracking is still blank). The
+            // binding is recorded in row.bound; when a tracking/rev later lands,
+            // restampRow places the claimed files onto the new leaf.
+            keys.forEach(function (k) { row.placed[k] = true; (row.bound || (row.bound = Object.create(null)))[k] = true; });
+            notify();
+            return;
+        }
         place(keys, leaf, 'tracking');
         keys.forEach(function (k) {
             row.placed[k] = true;
@@ -629,12 +638,17 @@
         if (!keys.length) return;
         var leaf = leafForRow(row);
         if (!leaf) return;
-        var old = Object.create(null);
+        var old = Object.create(null), toPlace = [];
         keys.forEach(function (k) {
             var a = state.assignments[k];
             if (a && a.trackingNodeId) { if (a.trackingNodeId !== leaf) old[a.trackingNodeId] = true; a.trackingNodeId = leaf; }
+            else if (row.bound && row.bound[k]) toPlace.push(k);   // claimed by path, not yet placed → place now
             else delete row.placed[k];   // user un-placed it elsewhere — don't resurrect
         });
+        if (toPlace.length) {
+            place(toPlace, leaf, 'tracking');
+            if (row.title && row.title.trim()) toPlace.forEach(function (k) { var aa = state.assignments[k]; if (aa && !aa.titleOverride) setTitleOverride(k, row.title); });
+        }
         clearHashConflicts();
         Object.keys(old).forEach(pruneEmptyTrackingChain);
         notify();
@@ -699,6 +713,7 @@
         });
         return { rows: rows, skipped: skipped };
     }
+    function baseName(s) { return String(s == null ? '' : s).split(/[\/\\]/).pop(); }
     function normTok(s) { return String(s == null ? '' : s).toUpperCase().replace(/[^A-Z0-9]/g, ''); }
     function dropExt(s) { return String(s == null ? '' : s).replace(/\.[^.\/\\]+$/, ''); }
     function nameKey(s) { return dropExt(s).toLowerCase().replace(/[^a-z0-9]+/g, ''); }
@@ -733,9 +748,15 @@
         var out = [];
         (files || []).forEach(function (f) {
             var full = zddc.joinExtension(f.originalFilename, f.extension);
+            var key = srcKeyForFile(f);
             var best = null;
             named.forEach(function (r) {
-                var s = nameScore(r.currentName, full);
+                // A pasted FULL PATH equal to this file's key → an exact, direct
+                // bind (the strongest signal — wins over any name score).
+                if (r.currentName === key) { best = { row: r, confidence: 1, via: 'path' }; return; }
+                // Otherwise score on the name; a path that didn't match exactly is
+                // reduced to its basename so the fuzzy name match still applies.
+                var s = nameScore(baseName(r.currentName), full);
                 if (s > 0 && (!best || s > best.confidence)) best = { row: r, confidence: s, via: 'name' };
             });
             if (!best) {   // fallback: tracking number in the filename

classifier/js/target-tree.js

@@ -765,7 +765,7 @@
     }
     function openPasteDialog(prefill) {
         var c = C();
-        var m = scratchModal('Paste rows from Excel', 'Fixed columns, tab-separated as Excel copies: Tracking number · Rev (Status) · Title · Current name. A header row is skipped. The current name is matched against your files — exact matches are assigned automatically.');
+        var m = scratchModal('Paste rows from Excel', 'Fixed columns, tab-separated as Excel copies: Tracking number · Rev (Status) · Title · Current name. A header row is skipped. Current name accepts a bare filename (matched against your files — exact name matches are assigned automatically) OR a full path from “⬆ Export list” (binds that exact file directly on paste).');
         var ta = document.createElement('textarea');
         ta.className = 'scratch-paste__ta'; ta.rows = 6; ta.spellcheck = false;
         ta.placeholder = 'ACME-AR-DWG-0001\tA (IFR)\tFloor plan\tIMG_4471.pdf';

classifier/js/tree.js

@@ -166,6 +166,68 @@
         });
     }
 
+    // ── Export the filtered file list to TSV (path + file) ──────────────────
+    // Every file passing the CURRENT tree filters (name search + the Show
+    // toggles), across the WHOLE tree — expand/collapse is display-only, so a
+    // collapsed folder's files are included just the same. `path` is the file's
+    // root-relative key (paste it into "Current name" to bind that exact file);
+    // `file` is the bare filename (paste it for a name to match/drop later).
+    function filteredFileObjects() {
+        var c = window.app.modules.classify;
+        var vis = anyFilter() ? computeVisible() : null;
+        var out = [];
+        (function walk(nodes) {
+            (nodes || []).forEach(function (n) {
+                (n.files || []).forEach(function (f) {
+                    var show = vis ? !!vis.files[c.srcKeyForFile(f)] : classifyAllows(f);
+                    if (show) out.push(f);
+                });
+                walk(n.children);
+            });
+        })(window.app.folderTree || []);
+        return out;
+    }
+    function buildExportTsv() {
+        var c = window.app.modules.classify;
+        var files = filteredFileObjects().slice().sort(function (a, b) {
+            return cmpName(c.srcKeyForFile(a), c.srcKeyForFile(b));
+        });
+        var lines = ['path\tfile'];
+        files.forEach(function (f) {
+            lines.push(c.srcKeyForFile(f) + '\t' + window.zddc.joinExtension(f.originalFilename, f.extension));
+        });
+        return { tsv: lines.join('\n'), count: files.length };
+    }
+    function exportFilteredList() {
+        var built = buildExportTsv();
+        if (!built.count) { window.zddc.toast('No files to export — nothing passes the current filters.', 'info'); return; }
+        copyOrDownload(built.tsv, built.count);
+    }
+    function copyOrDownload(text, count) {
+        function ok() { window.zddc.toast('Copied ' + count + ' file' + (count === 1 ? '' : 's') + ' (path + file) — paste into Excel.', 'success'); }
+        function download() {
+            try {
+                var blob = new Blob([text], { type: 'text/tab-separated-values' });
+                var url = URL.createObjectURL(blob);
+                var a = document.createElement('a'); a.href = url; a.download = 'classifier-files.tsv';
+                document.body.appendChild(a); a.click(); a.remove();
+                setTimeout(function () { URL.revokeObjectURL(url); }, 10000);
+                window.zddc.toast('Clipboard unavailable — downloaded classifier-files.tsv instead.', 'info');
+            } catch (e) { window.zddc.toast('Could not copy or download the list — ' + (e.message || e), 'error'); }
+        }
+        if (navigator.clipboard && navigator.clipboard.writeText) {
+            navigator.clipboard.writeText(text).then(ok, download);
+            return;
+        }
+        try {
+            var ta = document.createElement('textarea');
+            ta.value = text; ta.style.position = 'fixed'; ta.style.opacity = '0';
+            document.body.appendChild(ta); ta.focus(); ta.select();
+            var done = document.execCommand('copy'); ta.remove();
+            done ? ok() : download();
+        } catch (e) { download(); }
+    }
+
     /**
      * Render the folder tree
      */
@@ -941,6 +1003,8 @@
         selectAll,
         revealFile,
         setShowFilters,
-        setNameFilter
+        setNameFilter,
+        exportFilteredList,
+        _buildExportTsv: buildExportTsv
     };
 })();

classifier/template.html

@@ -85,6 +85,8 @@
                             <input type="checkbox" id="showEmptyCheckbox" checked>
                             Empty
                         </label>
+                        <button class="btn btn-sm export-list-btn" id="exportListBtn"
+                                title="Copy the filtered file list (path + file columns, no folders) as TSV — paste into Excel, edit, then paste back via “Paste rows”. Paste a full path into the Current name column to bind that exact file.">⬆ Export list</button>
                     </div>
                     <input type="search" id="treeFilterInput" class="tree-filter" spellcheck="false"
                            placeholder="Filter files… (e.g. master deliverables list)" aria-label="Filter files">

tests/classify.spec.js

@@ -1643,3 +1643,92 @@ test('From a list: dir-picker resolves the topmost ticked directories only', asy
     // ticked but its child B/y is, so B/y is included; C contributes nothing.
     expect(r).toEqual(['A', 'B/y']);
 });
+
+// ── Export filtered list → Excel round-trip (path + file TSV) ──────────────
+
+test('export: filtered file list → TSV (path + file), includes collapsed folders', async ({ page }) => {
+    await page.click('#modeClassifyBtn');
+    const r = await page.evaluate(() => {
+        const c = window.app.modules.classify, tree = window.app.modules.tree;
+        c.reset();
+        const a = { originalFilename: 'pump report', extension: 'pdf', folderPath: 'Root/Elec' };
+        const b = { originalFilename: 'valve spec', extension: 'pdf', folderPath: 'Root/Elec' };
+        const d = { originalFilename: 'civil note', extension: 'pdf', folderPath: 'Root/Civ' };
+        window.app.folderTree = [{
+            name: 'Root', path: 'Root', expanded: true, scanState: 'done', files: [], children: [
+                // COLLAPSED — its files must STILL export (collapse is display-only).
+                { name: 'Elec', path: 'Root/Elec', expanded: false, scanState: 'done', children: [], files: [a, b] },
+                { name: 'Civ', path: 'Root/Civ', expanded: true, scanState: 'done', children: [], files: [d] },
+            ],
+        }];
+        tree.render();
+        const all = tree._buildExportTsv();
+        tree.setNameFilter('valve');
+        const filtered = tree._buildExportTsv();
+        tree.setNameFilter('');
+        return { all: all.tsv, allCount: all.count, filtered: filtered.tsv, filteredCount: filtered.count };
+    });
+    // No filter: header + all three files, even though Elec is collapsed. The root
+    // segment ('Root') is stripped from the key, matching srcKeyForFile.
+    expect(r.allCount).toBe(3);
+    expect(r.all.split('\n')[0]).toBe('path\tfile');
+    expect(r.all).toContain('Elec/pump report.pdf\tpump report.pdf');
+    expect(r.all).toContain('Civ/civil note.pdf\tcivil note.pdf');
+    // Name filter applied → only the matching file is exported.
+    expect(r.filteredCount).toBe(1);
+    expect(r.filtered).toContain('Elec/valve spec.pdf\tvalve spec.pdf');
+});
+
+test('paste rows: a full-path Current name binds that exact file directly', async ({ page }) => {
+    await page.click('#modeClassifyBtn');
+    const r = await page.evaluate(() => {
+        const c = window.app.modules.classify;
+        c.reset();
+        const f1 = { originalFilename: 'IMG_001', extension: 'pdf', folderPath: 'Job/Inbox' };
+        const f2 = { originalFilename: 'IMG_002', extension: 'pdf', folderPath: 'Job/Inbox' };
+        window.app.folderTree = [{ name: 'Job', path: 'Job', files: [], children: [
+            { name: 'Inbox', path: 'Job/Inbox', files: [f1, f2], children: [] }] }];
+        const k1 = c.srcKeyForFile(f1);   // 'Inbox/IMG_001.pdf'
+        c.setWorklist([{ id: 'r1', trackingNumber: 'ACME-MECH-0001', revisionCell: 'A (IFR)', title: 'Pump', currentName: k1, source: { pasted: true } }]);
+        const wl = c.getWorklist();
+        const props = c.proposeMatches([f1, f2], wl, {});
+        const pathProp = props.filter((p) => c.srcKeyForFile(p.file) === k1)[0];
+        props.filter((p) => p.auto).forEach((p) => c.assignFromRow([c.srcKeyForFile(p.file)], p.row));
+        const d1 = c.deriveTarget(f1);
+        return {
+            via: pathProp && pathProp.via, auto: pathProp && pathProp.auto,
+            tracking: d1.tracking, rev: d1.revision,
+            f2placed: !!(c.getAssignment(c.srcKeyForFile(f2)) || {}).trackingNodeId,
+        };
+    });
+    expect(r.via).toBe('path');                  // exact key → path match
+    expect(r.auto).toBe(true);                   // unambiguous → auto-assigned
+    expect(r.tracking).toBe('ACME-MECH-0001');   // f1 placed directly from the pasted path
+    expect(r.rev).toBe('A');
+    expect(r.f2placed).toBe(false);              // the other file is untouched
+});
+
+test('paste rows: a full path with no tracking yet is claimed, then placed when tracking lands', async ({ page }) => {
+    await page.click('#modeClassifyBtn');
+    const r = await page.evaluate(() => {
+        const c = window.app.modules.classify;
+        c.reset();
+        const f = { originalFilename: 'scan99', extension: 'pdf', folderPath: 'Job/Inbox' };
+        window.app.folderTree = [{ name: 'Job', path: 'Job', files: [], children: [
+            { name: 'Inbox', path: 'Job/Inbox', files: [f], children: [] }] }];
+        const key = c.srcKeyForFile(f);
+        c.setWorklist([{ id: 'r1', trackingNumber: '', revisionCell: '', title: 'Later', currentName: key, source: { pasted: true } }]);
+        const wl = c.getWorklist();
+        c.proposeMatches([f], wl, {}).filter((p) => p.auto).forEach((p) => c.assignFromRow([c.srcKeyForFile(p.file)], p.row));
+        const claimedBefore = !!c.getWorklistRow('r1').placed[key];
+        const placedBefore = !!(c.getAssignment(key) || {}).trackingNodeId;
+        c.setRowTracking('r1', 'ACME-MECH-0007');   // tracking lands → the claim is placed
+        c.setRevisionCell('r1', 'B (IFC)');
+        const d = c.deriveTarget(f);
+        return { claimedBefore, placedBefore, tracking: d.tracking, rev: d.revision };
+    });
+    expect(r.claimedBefore).toBe(true);          // claimed even with no tracking number (choice A)
+    expect(r.placedBefore).toBe(false);          // but not yet placed — no leaf to place onto
+    expect(r.tracking).toBe('ACME-MECH-0007');   // placed once the tracking number is filled in
+    expect(r.rev).toBe('B');
+});