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Report Export

Report Export (Client-Side CSV + PDF)

Use Cases

  • Export a handful of selected rows with manual edits for sharing.
  • Export a large selection without editing every row.
  • Reuse the current report filters/selection and return to the table intact.
  • Add a title/subtitle/note in the PDF header.
  • Rename column headers for CSV/PDF.

Open Questions (Confirm Before Build)

  • âś… All cells editable.
  • âś… “Back to table” shows a warning; changes are not persisted.
  • âś… CSV includes only report table columns (visible columns in current order).
  • âś… PDF uses list/card styling (no heavy borders), with header/footer and page numbers.
  • âś… PDF export limited to 200 rows (configurable via app/config.py).

Specs

Data Source

  • Use selected IDs from data/users/{uuid}/session-report.json → selection.
  • Query transactions_analyzed for selected IDs only.
  • Apply session column order + visibility and date formatting patterns.

Export Page

  • Route: /report/export (GET).
  • Render editable table:
  • Editable cells (all fields editable; input vs contenteditable TBD).
  • Editable column headers (rename).
  • PDF header fields: title, subtitle, note.
  • Buttons:
  • Back to report table (warn changes will be lost; selection preserved).
  • Export CSV (client-side).
  • Export PDF (client-side via html2pdf.js).

CSV Export (Client-Side)

  • Serialize the current edited table state to CSV.
  • Use renamed headers as CSV header row.
  • Include only the report table columns (visible columns in current order).
  • Trigger download via Blob.

PDF Export (Client-Side)

  • Use html2pdf.js to render the export container.
  • Apply print styles (A4, margins, header spacing).
  • Include header fields above the table.
  • Layout should be card/list style (no heavy table borders).
  • Add header + footer with page numbers.
  • Restrict PDF export to a max of 200 rows (configurable).

Task List

  • [ ] Add “Create report” CTA in the selection banner (visible when selection count > 0)
  • [ ] Create /report/export page that:
  • [ ] Fetches selected rows from transactions_analyzed
  • [ ] Applies column order/visibility + date formatting
  • [ ] Renders editable table + editable column headers + PDF header inputs
  • [ ] Add client-side CSV export:
  • [ ] Serialize edited table to CSV
  • [ ] Trigger download via Blob
  • [ ] Add client-side PDF export (html2pdf.js):
  • [ ] Render export container with header text
  • [ ] Keep selection intact when navigating back to /report

Notes

  • PDF and CSV exports are client-side (no pandas, no server-side PDF).
  • Consider limits/warnings for very large selections (e.g., PDF > 2,000 rows).