refactor(exclusion): consolidate duplicate session-text helper + 6 repeated call patterns (closes #23)

[timon0305]

Problem

Three layers of duplication around exclusion-rule filtering:

1. _session_text_for_exclusion(session) defined twice — byte-identical bodies (only docstring differs) in scripts/export.py:476 and api/export_api.py:43. Two maintenance points for one function.
2. Six call sites in api/sessions.py, api/projects.py, api/search.py, api/export_api.py (×2), and scripts/export.py repeated the same if rules: build_searchable_text(...) → is_excluded_by_rules(...) → skip pattern (~10 lines each, ~60 lines total).
3. Latent inconsistency between the two text-extraction styles: the helper rejected whitespace-only message text (isinstance(text, str) and text.strip()); the 4 inline call sites didn't (if msg.get("text")). Bug surface small but real.

Change

Consolidated into utils/exclusion_rules.py:

• session_text_for_exclusion(session) — moved from the duplicate-defined private helpers. Single source of truth; both old copies deleted.
• is_session_excluded(rules, session, project_name) -> bool — wraps the full pattern. Returns False when rules is empty/falsy, so callers don't gate on if rules: first.

Six call sites collapsed to one line each. Whitespace-handling inconsistency disappears.

Test plan

Unit (pytest tests/): 91/91 OK (was 75 + 16 new in tests/test_exclusion_helpers.py).

The 16 new cases:

• session_text_for_exclusion (6 cases): empty session, no messages, joins with blank lines, skips messages without text, skips whitespace-only text (the regression-of-the-old-bug guard), skips non-string text.
• is_session_excluded (10 cases): empty/None rules → False; matches across each haystack field (project_name / session_title / model_names / message content); AND vs OR rule grammar; quoted-phrase exact match; defensive against missing metadata key; defensive against project_name=None.

Net diff: +228 / −90 lines across 7 files (the +228 is mostly the 165-line new test file; the helper itself is +44 lines, and the 5 application files net −20 lines after removing the duplicate helper defs and the 6 inlined wrapping blocks).

Closes #23.

Summary by CodeRabbit

• Refactor

  • Consolidated session exclusion filtering logic across exports, project listings, search, and session retrieval for improved consistency and maintainability.

• Tests

  • Added comprehensive test coverage for session exclusion rules, including filtering scenarios by project name, session title, model name, and message content.

[coderabbitai]

No actionable comments were generated in the recent review. 🎉

ℹ️ Recent review info

⚙️ Run configuration

Configuration used: defaults

Review profile: CHILL

Plan: Pro

Run ID: 68c159aa-cb4c-453a-8698-1fc915417c55

📥 Commits

Reviewing files that changed from the base of the PR and between 3b72afd and cbf8e61.

📒 Files selected for processing (7)

• api/export_api.py
• api/projects.py
• api/search.py
• api/sessions.py
• scripts/export.py
• tests/test_exclusion_helpers.py
• utils/exclusion_rules.py

---

📝 Walkthrough

Walkthrough

The PR consolidates duplicate session exclusion filtering logic from six scattered call sites into two centralized helpers (session_text_for_exclusion and is_session_excluded) in utils/exclusion_rules.py, eliminating redundant implementations and unifying the exclusion-checking pattern across API and script modules.

Changes

Exclusion Rule Consolidation

Layer / File(s)	Summary
Core Helpers utils/exclusion_rules.py	Added session_text_for_exclusion(session) to extract plain-text snippets from session messages, and is_session_excluded(rules, session, project_name) to wrap the full exclusion evaluation pattern (extract text → build searchable text → check rules).
API & Script Updates api/export_api.py, api/projects.py, api/search.py, api/sessions.py, scripts/export.py	Replaced six duplicated exclusion patterns with single-line calls to is_session_excluded(); removed byte-identical _session_text_for_exclusion implementations and imports of build_searchable_text and is_excluded_by_rules; updated imports to bring in the new centralized helper.
Tests & Documentation tests/test_exclusion_helpers.py	Added comprehensive test coverage for session_text_for_exclusion (empty sessions, message joining, whitespace handling, text type validation) and is_session_excluded (rule matching on project name, session title, model name, message content, AND/OR logic, quoted phrases, metadata absence).

Estimated code review effort

🎯 2 (Simple) | ⏱️ ~15 minutes

Poem

🐰 Six scattered helpers, now just one—
Text extraction bundled, duplication done!
From utils I hop, a helper so neat,
Makes every exclusion check pure and complete. ✨

🚥 Pre-merge checks | ✅ 4 | ❌ 1

❌ Failed checks (1 warning)

Check name	Status	Explanation	Resolution
Docstring Coverage	⚠️ Warning	Docstring coverage is 17.24% which is insufficient. The required threshold is 80.00%.	Write docstrings for the functions missing them to satisfy the coverage threshold.

✅ Passed checks (4 passed)

Check name	Status	Explanation
Description Check	✅ Passed	Check skipped - CodeRabbit’s high-level summary is enabled.
Title check	✅ Passed	The title directly and concisely describes the main refactoring change: consolidating duplicate session-text helpers and repeated call patterns across 6 sites.
Linked Issues check	✅ Passed	The PR successfully addresses all coding requirements from issue #23: removed duplicate _session_text_for_exclusion definitions, consolidated 6 repeated call patterns into is_session_excluded helper, resolved whitespace-handling inconsistency, and added comprehensive test coverage.
Out of Scope Changes check	✅ Passed	All changes are directly in scope with issue #23: consolidation of exclusion helpers and call sites. No unrelated modifications or feature additions detected.

_{✏️ Tip: You can configure your own custom pre-merge checks in the settings.}

✨ Finishing Touches

📝 Generate docstrings

• Create stacked PR
• Commit on current branch

🧪 Generate unit tests (beta)

• Create PR with unit tests
• Commit unit tests in branch chore/exclusion-rule-dedup-23

---

_{Comment @coderabbitai help to get the list of available commands and usage tips.}