libra/docs/stories/story-6.6-data-export-timeline-reports.md

Story 6.6: Data Export - Timeline Reports

Epic Reference

Epic 6: Admin Dashboard

User Story

As an admin, I want to export timeline and case data, So that I can maintain records and generate case reports.

Acceptance Criteria

Export Options

• Export all timelines (across all clients)
• Export timelines for specific client

Filters

• Status (active/archived)
• Date range

Export Includes

• Case name and reference
• Client name
• Status
• Created date
• Number of updates
• Last update date

Formats

• CSV format
• PDF format

Optional

• Include update content or summary only toggle

Technical Notes

public function exportTimelinesPdf(Request $request)
{
    $timelines = Timeline::query()
        ->with(['user', 'updates'])
        ->withCount('updates')
        ->when($request->client_id, fn($q) => $q->where('user_id', $request->client_id))
        ->when($request->status, fn($q) => $q->where('status', $request->status))
        ->get();

    $pdf = Pdf::loadView('exports.timelines', [
        'timelines' => $timelines,
        'includeUpdates' => $request->boolean('include_updates'),
    ]);

    return $pdf->download('timelines-export.pdf');
}

Definition of Done

• All filters work
• CSV export works
• PDF with branding works
• Optional update content toggle works
• Tests pass

Estimation

Complexity: Medium | Effort: 3 hours