Download CSV of report

[hackartisan]

As an AA I need a downloadable CSV of a report so I can edit / reference it when transferring data to an external system

[carolyncole]

not mvp

[kevinreiss]

One of our admin assistants asked for this again.

[leefaisonr]

Would it help to be able to also download calendar as csv to be able to export/share?

#673

[leefaisonr]

Questions to ask:
What is a report? It is not a model, how would I define a "report"?
What are the fields that would need to be in the CSV and how should one interact with the user interface to download the CSV?

(byebug) User.count
4
(byebug) User.last
#<User id: 3228, provider: "cas", uid: "uid4", created_at: "2022-09-29 17:52:58.329928000 +0000", updated_at: "2022-09-29 17:52:58.329928000 +0000">
(byebug) User.first
#<User id: 3225, provider: "cas", uid: "uid1", created_at: "2022-09-29 17:52:58.070638000 +0000", updated_at: "2022-09-29 17:52:58.070638000 +0000">
(byebug) Request.last
#<TravelRequest id: 11224, creator_id: 3221, start_date: "2020-05-21", end_date: "2020-05-23", request_type: "TravelRequest", purpose: "My grand purpose", created_at: "2022-09-29 17:52:58.721944000 +0000", updated_at: "2022-09-29 17:52:58.741501000 +0000", travel_category: "professional_development", absence_type: nil, status: "approved", event_title: "Wow 2020, Location", start_time: nil, end_time: nil, hours_requested: nil, participation: "other">
(byebug) Request.where(creator_id: 3221)
#<ActiveRecord::Relation [#<AbsenceRequest id: 11218, creator_id: 3221, start_date: "2019-10-12", end_date: "2019-10-13", request_type: "AbsenceRequest", purpose: nil, created_at: "2022-09-29 17:52:58.424789000 +0000", updated_at: "2022-09-29 17:52:58.424789000 +0000", travel_category: nil, absence_type: "vacation", status: "pending", event_title: nil, start_time: nil, end_time: nil, hours_requested: 0.103e2, participation: nil>, #<AbsenceRequest id: 11220, creator_id: 3221, start_date: "2019-10-14", end_date: "2019-10-15", request_type: "AbsenceRequest", purpose: nil, created_at: "2022-09-29 17:52:58.497706000 +0000", updated_at: "2022-09-29 17:52:58.497706000 +0000", travel_category: nil, absence_type: "sick", status: "pending", event_title: nil, start_time: nil, end_time: nil, hours_requested: 0.1e2, participation: nil>, #<AbsenceRequest id: 11221, creator_id: 3221, start_date: "2019-10-15", end_date: "2019-10-16", request_type: "AbsenceRequest", purpose: nil, created_at: "2022-09-29 17:52:58.510394000 +0000", updated_at: "2022-09-29 17:52:58.525877000 +0000", travel_category: nil, absence_type: "sick", status: "approved", event_title: nil, start_time: nil, end_time: nil, hours_requested: 0.173e2, participation: nil>, #<TravelRequest id: 11222, creator_id: 3221, start_date: "2019-10-21", end_date: "2019-10-23", request_type: "TravelRequest", purpose: "My grand purpose", created_at: "2022-09-29 17:52:58.627831000 +0000", updated_at: "2022-09-29 17:52:58.636852000 +0000", travel_category: nil, absence_type: nil, status: "pending", event_title: "Awesome Event 2019, Location", start_time: nil, end_time: nil, hours_requested: nil, participation: "other">, #<TravelRequest id: 11223, creator_id: 3221, start_date: "2020-10-20", end_date: "2012-10-23", request_type: "TravelRequest", purpose: "My grand purpose", created_at: "2022-09-29 17:52:58.669652000 +0000", updated_at: "2022-09-29 17:52:58.697427000 +0000", travel_category: nil, absence_type: nil, status: "approved", event_title: "Best Event Ever 2020, Location", start_time: nil, end_time: nil, hours_requested: nil, participation: "other">, #<TravelRequest id: 11224, creator_id: 3221, start_date: "2020-05-21", end_date: "2020-05-23", request_type: "TravelRequest", purpose: "My grand purpose", created_at: "2022-09-29 17:52:58.721944000 +0000", updated_at: "2022-09-29 17:52:58.741501000 +0000", travel_category: "professional_development", absence_type: nil, status: "approved", event_title: "Wow 2020, Location", start_time: nil, end_time: nil, hours_requested: nil, participation: "other">]>
(byebug) Request.where(creator_id: 3221).count
6

[leefaisonr]

How advanced would we need the downloaded CSV to be? Should we be able to filter the results, then download the file? Or is it just one file that will be downloadable with all requests? @kevinreiss

[leefaisonr]

Here is a quick way to generate a downloadable CSV file (via VSCode): spec > features > download_csv_script.rb

Here are some examples of the generated data:

creator,status,start_date,end_date,notes,request_type
"Mraz, Shanda (uid18692)",denied,2022-11-04,2022-11-05,#<Note::ActiveRecord_Associations_CollectionProxy:0x00007fe750268740>,AbsenceRequest
"Williamson, Felicita (uid395)",denied,2023-05-29,2023-06-01,#<Note::ActiveRecord_Associations_CollectionProxy:0x00007fe74d6b8460>,TravelRequest
"Williamson, Felicita (uid395)",denied,2023-10-23,2023-10-26,#<Note::ActiveRecord_Associations_CollectionProxy:0x00007fe74d6b1fe8>,TravelRequest

[kevinreiss]

The use case I understand here is a departmental administrator who wants to download all approved requests for a given time period. If leveraging the filters we have in the report screen seems more that we want to get into I think the options to get given sets of time (last three months, last six months, year, all requests).

[kevinreiss]

Fields desired are Staff member First/Last Name, trip ID number, Event Name, Event start date/end date.

[maxkadel]

This ticket will focus on the UI portion of this feature - this will generate the same report as the one generated in #829, and should accept a start and end date.

[maxkadel]

Hey team! Please add your planning poker estimate with Zenhub @leefaisonr @regineheberlein @rladdusaw @sandbergja

[sandbergja]

@kevinreiss I have a permissions question on this one. It don’t think all staff users should be able to download a complete list of approved requests. I thought of two possible behaviors:

• Only certain users are able to download the report (e.g. only department heads, or only people who report to Anne?).
• Everyone are able to download the CSV, but it only has the entries they have permission to see (e.g. Kevin could download a CSV that contained his requests and ours, but not anybody else’s)?

[kevinreiss]

The latter scenario is in line with how the current /reports feature works. You only see the staff you report to.