# Story 6.5: Data Export - Consultation Records ## Epic Reference **Epic 6:** Admin Dashboard ## Dependencies - **Story 6.4:** Uses identical export patterns (CSV streaming, PDF generation, bilingual headers) - **Epic 3:** Consultation model with `user` relationship and booking statuses ## User Story As an **admin**, I want **to export consultation/booking data in CSV and PDF formats**, So that **I can generate reports for accounting, analyze consultation patterns, and maintain offline records of client interactions**. ## Acceptance Criteria ### Export Options - [ ] Export all consultations - [ ] Export filtered subset based on criteria below ### Filters - [ ] Date range (scheduled_date between start/end) - [ ] Consultation type (free/paid) - [ ] Status (pending/approved/completed/no-show/cancelled) - [ ] Payment status (pending/received) ### Export Includes - [ ] Client name (from user relationship) - [ ] Date and time (scheduled_date, scheduled_time) - [ ] Consultation type (free/paid) - [ ] Status - [ ] Payment status - [ ] Problem summary (truncated in PDF if > 500 chars) ### Formats - [ ] CSV format with streaming download - [ ] PDF format with professional layout and Libra branding ### Bilingual Support - [ ] Column headers based on admin's preferred language - [ ] Use translation keys from `resources/lang/{locale}/export.php` ## Technical Notes ### Implementation Pattern Follow the export pattern established in Story 6.4. Reuse any base export functionality created there. ### Files to Create/Modify ``` app/Http/Controllers/Admin/ConsultationExportController.php # New controller resources/views/exports/consultations.blade.php # PDF template resources/lang/en/export.php # Add consultation keys resources/lang/ar/export.php # Add consultation keys routes/web.php # Add export routes ``` ### Routes ```php // In admin routes group Route::prefix('exports')->name('admin.exports.')->group(function () { Route::get('consultations/csv', [ConsultationExportController::class, 'csv'])->name('consultations.csv'); Route::get('consultations/pdf', [ConsultationExportController::class, 'pdf'])->name('consultations.pdf'); }); ``` ### Controller Implementation ```php getFilteredConsultations($request); return response()->streamDownload(function () use ($consultations) { $csv = Writer::createFromString(); $csv->insertOne([ __('export.client_name'), __('export.date'), __('export.time'), __('export.consultation_type'), __('export.status'), __('export.payment_status'), __('export.problem_summary'), ]); $consultations->cursor()->each(fn ($consultation) => $csv->insertOne([ $consultation->user->full_name, $consultation->scheduled_date->format('Y-m-d'), $consultation->scheduled_time->format('H:i'), __('consultations.type.'.$consultation->consultation_type), __('consultations.status.'.$consultation->status), __('consultations.payment.'.$consultation->payment_status), $consultation->problem_summary, ])); echo $csv->toString(); }, 'consultations-export-'.now()->format('Y-m-d').'.csv'); } public function pdf(Request $request) { $consultations = $this->getFilteredConsultations($request)->get(); $pdf = Pdf::loadView('exports.consultations', [ 'consultations' => $consultations, 'generatedAt' => now(), 'filters' => $request->only(['date_from', 'date_to', 'type', 'status', 'payment_status']), ]); return $pdf->download('consultations-export-'.now()->format('Y-m-d').'.pdf'); } private function getFilteredConsultations(Request $request) { return Consultation::query() ->with('user') ->when($request->date_from, fn ($q) => $q->where('scheduled_date', '>=', $request->date_from)) ->when($request->date_to, fn ($q) => $q->where('scheduled_date', '<=', $request->date_to)) ->when($request->type, fn ($q) => $q->where('consultation_type', $request->type)) ->when($request->status, fn ($q) => $q->where('status', $request->status)) ->when($request->payment_status, fn ($q) => $q->where('payment_status', $request->payment_status)) ->orderBy('scheduled_date', 'desc'); } } ``` ### PDF Template Structure The PDF template (`resources/views/exports/consultations.blade.php`) should include: - Libra logo and branding header (navy blue #0A1F44, gold #D4AF37) - Report title with generation timestamp - Applied filters summary - Data table with alternating row colors - Problem summary truncated to 500 chars with "..." if longer - Footer with page numbers ### Translation Keys Add to `resources/lang/en/export.php`: ```php 'client_name' => 'Client Name', 'date' => 'Date', 'time' => 'Time', 'consultation_type' => 'Type', 'status' => 'Status', 'payment_status' => 'Payment Status', 'problem_summary' => 'Problem Summary', ``` Add to `resources/lang/ar/export.php`: ```php 'client_name' => 'اسم العميل', 'date' => 'التاريخ', 'time' => 'الوقت', 'consultation_type' => 'النوع', 'status' => 'الحالة', 'payment_status' => 'حالة الدفع', 'problem_summary' => 'ملخص المشكلة', ``` ### Edge Cases - **Empty results:** Return empty CSV with headers only, or PDF with "No consultations found" message - **Large datasets:** Use cursor() for CSV streaming; for PDF, consider chunking or limiting to 500 records with warning - **Large problem summaries:** Truncate to 500 characters in PDF table cells with "..." indicator ## Testing Requirements ### Feature Tests Create `tests/Feature/Admin/ConsultationExportTest.php`: ```php admin()->create(); Consultation::factory()->count(5)->create(); $response = $this->actingAs($admin) ->get(route('admin.exports.consultations.csv')); $response->assertOk(); $response->assertHeader('content-type', 'text/csv; charset=UTF-8'); }); test('admin can export consultations as pdf', function () { $admin = User::factory()->admin()->create(); Consultation::factory()->count(5)->create(); $response = $this->actingAs($admin) ->get(route('admin.exports.consultations.pdf')); $response->assertOk(); $response->assertHeader('content-type', 'application/pdf'); }); test('consultation export filters by date range', function () { $admin = User::factory()->admin()->create(); Consultation::factory()->create(['scheduled_date' => now()->subDays(10)]); Consultation::factory()->create(['scheduled_date' => now()]); $response = $this->actingAs($admin) ->get(route('admin.exports.consultations.csv', [ 'date_from' => now()->subDays(5)->format('Y-m-d'), ])); $response->assertOk(); // CSV should contain only 1 consultation (today's) }); test('consultation export filters by type', function () { $admin = User::factory()->admin()->create(); Consultation::factory()->create(['consultation_type' => 'free']); Consultation::factory()->create(['consultation_type' => 'paid']); $response = $this->actingAs($admin) ->get(route('admin.exports.consultations.csv', ['type' => 'paid'])); $response->assertOk(); }); test('consultation export filters by status', function () { $admin = User::factory()->admin()->create(); Consultation::factory()->create(['status' => 'completed']); Consultation::factory()->create(['status' => 'no-show']); $response = $this->actingAs($admin) ->get(route('admin.exports.consultations.csv', ['status' => 'completed'])); $response->assertOk(); }); test('consultation export handles empty results', function () { $admin = User::factory()->admin()->create(); $response = $this->actingAs($admin) ->get(route('admin.exports.consultations.csv')); $response->assertOk(); // Should return CSV with headers only }); test('guests cannot access consultation exports', function () { $response = $this->get(route('admin.exports.consultations.csv')); $response->assertRedirect(route('login')); }); ``` ### Test Scenarios Checklist - [ ] CSV export with no filters returns all consultations - [ ] CSV export with date range filter works correctly - [ ] CSV export with type filter (free/paid) works correctly - [ ] CSV export with status filter works correctly - [ ] CSV export with payment status filter works correctly - [ ] CSV export with combined filters works correctly - [ ] PDF export generates valid PDF with branding - [ ] PDF export includes applied filters summary - [ ] Empty export returns appropriate response (not error) - [ ] Large dataset (500+ records) exports within reasonable time - [ ] Bilingual headers render correctly based on admin locale - [ ] Unauthenticated users are redirected to login ## Definition of Done - [ ] All filters work correctly (date range, type, status, payment) - [ ] CSV export streams correctly with proper headers - [ ] PDF export generates with Libra branding (logo, colors) - [ ] Large problem summaries truncated properly in PDF - [ ] Bilingual column headers work based on admin language - [ ] Empty results handled gracefully - [ ] All feature tests pass - [ ] Code formatted with Pint ## Estimation **Complexity:** Medium | **Effort:** 3 hours ## References - **PRD Section 11.2:** Export Functionality requirements - **Story 6.4:** User export implementation (follow same patterns) - **Epic 3:** Consultation model structure and statuses