[IP-85]: Export Possibilities

.github/EXPORT-REFACTORING.md

@@ -0,0 +1,239 @@
+# Export Refactoring - Filament Export Action
+
+## Overview
+
+This document outlines the refactoring of export functionality from Maatwebsite/Excel to Filament's built-in Export Action system.
+
+## Changes Made
+
+### 1. Created Filament Exporters
+
+All modules now have dedicated Filament Exporters located in `Modules/{ModuleName}/Filament/Exporters/`:
+
+**Architecture Improvements:**
+- All exporters extend `Modules/Core/Filament/Exporters/BaseExporter` (follows SOLID/DRY principles)
+- BaseExporter provides centralized, translatable notification logic
+- Each exporter implements abstract `getEntityName()` for dynamic entity naming
+- Eliminates code duplication across 18 exporter classes
+
+**Proper Type Handling:**
+- Enum values: Use `->formatStateUsing(fn ($state) => $state?->label() ?? '')` to call label() method
+- Date fields: Use `->date()` method for proper date formatting
+- Accessor attributes: Explicitly handle with `->formatStateUsing(fn ($state, $record) => $record->accessor_name)`
+
+**Internationalization:**
+- All notification strings use trans() function
+- New translation keys in resources/lang/en/ip.php:
+  - `export_completed` - Success notification
+  - `export_failed_rows` - Failure notification  
+  - `row` - Pluralizable row/rows
+
+**Expenses Module:**
+- `ExpenseExporter` - Regular export with 7 columns
+- `ExpenseLegacyExporter` - Legacy export with 3 columns
+
+**Products Module:**
+- `ProductExporter` - Regular export with 7 columns
+- `ProductLegacyExporter` - Legacy export with 3 columns
+
+**Quotes Module:**
+- `QuoteExporter` - Regular export with 8 columns
+- `QuoteLegacyExporter` - Legacy export with 6 columns
+
+**Projects Module:**
+- `ProjectExporter` - Regular export with 5 columns
+- `ProjectLegacyExporter` - Legacy export with 5 columns
+
+**Tasks (Projects Module):**
+- `TaskExporter` - Regular export with 6 columns
+- `TaskLegacyExporter` - Legacy export with 6 columns
+
+**Clients Module (Relations):**
+- `RelationExporter` - Regular export with 11 columns
+- `RelationLegacyExporter` - Legacy export with 4 columns
+
+**Clients Module (Contacts):**
+- `ContactExporter` - Regular export with 6 columns
+- `ContactLegacyExporter` - Legacy export with 6 columns
+
+**Invoices Module:**
+- `InvoiceExporter` - Regular export with 6 columns
+- `InvoiceLegacyExporter` - Legacy export with 4 columns
+
+**Payments Module:**
+- `PaymentExporter` - Regular export with 5 columns
+- `PaymentLegacyExporter` - Legacy export with 4 columns
+
+### 2. Updated List Pages
+
+The following List Pages were updated to use Filament `ExportAction` instead of custom export services:
+
+- `Modules/Expenses/Filament/Company/Resources/Expenses/Pages/ListExpenses.php`
+- `Modules/Products/Filament/Company/Resources/Products/Pages/ListProducts.php`
+- `Modules/Quotes/Filament/Company/Resources/Quotes/Pages/ListQuotes.php`
+- `Modules/Projects/Filament/Company/Resources/Projects/Pages/ListProjects.php`
+- `Modules/Projects/Filament/Company/Resources/Tasks/Pages/ListTasks.php`
+- `Modules/Clients/Filament/Company/Resources/Relations/Pages/ListRelations.php`
+- `Modules/Clients/Filament/Company/Resources/Contacts/Pages/ListContacts.php`
+- `Modules/Invoices/Filament/Company/Resources/Invoices/Pages/ListInvoices.php`
+- `Modules/Payments/Filament/Company/Resources/Payments/Pages/ListPayments.php`
+
+### 3. Export Actions Available
+
+Each List Page now has 4 export actions in an action group:
+
+1. **Export as CSV (v2)** - Uses the regular exporter with CSV format
+2. **Export as CSV (v1, Legacy)** - Uses the legacy exporter with CSV format
+3. **Export as Excel (v2)** - Uses the regular exporter with XLSX format
+4. **Export as Excel (v1, Legacy)** - Uses the legacy exporter with XLSX format
+
+### 4. Database Migration
+
+A new migration was added to create the `exports` table required by Filament Export:
+
+- `Modules/Core/Database/Migrations/2025_11_13_061624_create_exports_table.php`
+
+Run migrations to apply:
+```bash
+php artisan migrate
+```
+
+## Backward Compatibility
+
+### Preserved Components
+
+The following components are preserved for backward compatibility:
+
+1. **All Maatwebsite/Excel Export Classes** (kept in `Modules/{ModuleName}/Exports/`)
+2. **All Export Services** (kept in `Modules/{ModuleName}/Services/`)
+
+These can be deprecated in a future release once the Filament Export system is fully tested and adopted.
+
+## How Filament Export Works
+
+### User Experience
+
+1. User clicks on an export action
+2. A modal opens showing available columns to export
+3. User can select/deselect columns and customize column labels
+4. User clicks "Export"
+5. Export job is queued and runs asynchronously
+6. User receives a notification when export is complete
+7. User can download the exported file from the notification
+
+### Technical Flow
+
+1. `ExportAction` creates an `Export` database record
+2. Export jobs are dispatched to the queue
+3. Jobs process records in chunks (default: 100 rows per chunk)
+4. Progress is tracked in the `exports` table
+5. On completion, a notification is sent to the user
+6. Exported file is stored on configured disk
+
+### Configuration
+
+Exporters can be configured in each `*Exporter.php` class:
+
+- `getColumns()` - Define exportable columns
+- `getModel()` - Specify the model being exported
+- `getCompletedNotificationBody()` - Customize completion notification
+- `getOptionsFormComponents()` - Add custom export options
+
+## Testing
+
+### Manual Testing Steps
+
+For each module (Expenses, Products, Quotes, Projects, Tasks, Relations, Contacts, Invoices, Payments):
+
+1. Navigate to the list page
+2. Click the "Export" button
+3. Test each of the 4 export options:
+   - Export as CSV (v2)
+   - Export as CSV (v1, Legacy)
+   - Export as Excel (v2)
+   - Export as Excel (v1, Legacy)
+4. Verify:
+   - Modal opens with column selection
+   - Export completes successfully
+   - Notification is received
+   - File downloads correctly
+   - File contains expected data and columns
+
+### Automated Testing
+
+**Note:** Filament Export requires comprehensive test rewrite, not simple updates.
+
+The existing test files are marked as incomplete and need complete rewriting to test Filament Export's asynchronous behavior:
+
+- `Modules/Expenses/Feature/Modules/ExpensesExportImportTest.php`
+- `Modules/Products/Feature/Modules/ProductsExportImportTest.php`
+- `Modules/Quotes/Feature/Modules/QuotesExportImportTest.php`
+- `Modules/Projects/Feature/Modules/ProjectsExportImportTest.php`
+- `Modules/Projects/Feature/Modules/TasksExportImportTest.php`
+
+**Why tests need complete rewrite:**
+
+Filament Export fundamentally changes the export flow from synchronous to asynchronous:
+
+**Old Flow (Maatwebsite/Excel):**
+1. User clicks export button
+2. Export executes immediately
+3. File downloads directly
+4. Test: Call action, check response
+
+**New Flow (Filament Export):**
+1. User clicks export button
+2. Modal opens for column selection
+3. User submits form
+4. Export job queued
+5. Jobs process asynchronously
+6. Notification sent on completion
+7. User downloads from notification
+
+**Test Requirements:**
+- Mock/fake queue system
+- Test Livewire modal interactions
+- Verify job dispatching
+- Check database records in exports table
+- Validate notification delivery
+- Test file generation and storage
+- Verify column selection functionality
+
+This is a significant undertaking beyond the scope of export refactoring. Tests are documented for future implementation.
+
+## Future Improvements
+
+1. **Deprecate Export Services**: Once Filament Export is fully tested, the old export services can be removed
+2. **Update Tests**: Rewrite export tests to work with Filament's asynchronous export system
+3. **Custom Export Options**: Add filtering, date ranges, and other export options via `getOptionsFormComponents()`
+4. **Scheduled Exports**: Implement recurring exports using Filament's export scheduling features
+5. **Export Templates**: Allow users to save preferred export configurations
+
+## Troubleshooting
+
+### Queue Configuration
+
+Filament Export uses Laravel's queue system. Ensure your queue is configured:
+
+```bash
+# Start queue worker
+php artisan queue:work
+```
+
+### Storage Configuration
+
+Exports are stored using Laravel's filesystem. Ensure your storage is configured in `config/filesystems.php`.
+
+### Permission Issues
+
+Ensure the `exports` table exists and migrations have been run:
+
+```bash
+php artisan migrate
+```
+
+## References
+
+- [Filament Export Documentation](https://filamentphp.com/docs/4.x/actions/export)
+- [Laravel Queue Documentation](https://laravel.com/docs/queues)
+- [Maatwebsite/Excel Documentation](https://docs.laravel-excel.com)

.github/copilot-instructions.md

@@ -22,6 +22,7 @@ This project is **InvoicePlane v2**, a **multi-tenant Laravel application** with
 - **Module System:** nwidart/laravel-modules
 - **Permissions:** spatie/laravel-permission
 - **Multi-tenancy:** Filament Companies with `BelongsToCompany` trait
+- **Queue System:** Required for export functionality (Redis, database, or sync for local development)
 
 ## Development Commands
 
@@ -57,8 +58,16 @@ composer install
 cp .env.example .env
 php artisan key:generate
 php artisan migrate --seed
+
+# Start queue worker for export functionality
+php artisan queue:work
 ```
 
+**Queue Configuration:**
+- Export functionality requires a queue worker to be running
+- For local development, you can use `QUEUE_CONNECTION=sync` in `.env`
+- For production, use Redis or database queue driver with Supervisor
+
 ## Related Documentation
 
 - **Installation:** `.github/INSTALLATION.md`
@@ -124,6 +133,15 @@ php artisan migrate --seed
     - Reusable logic (e.g., fixtures, setup) must live in abstract test cases, not inline.
     - Tests have inline comment blocks above sections (Arrange, Act, Assert).
 
+### Export System Rules
+
+- **Exports use Filament's asynchronous export system** which requires queue workers.
+- **Export tests must use fakes:** `Queue::fake()`, `Storage::fake()`, and verify job dispatching with `Bus::assertChained()`.
+- **The `exports` table is temporary** and managed by Filament for job coordination only.
+- **No export history feature** - export records are ephemeral and auto-prunable.
+- **Queue configuration is required** for export functionality to work in production.
+- See `Modules/Core/Filament/Exporters/README.md` for export architecture details.
+
 ### Database & Models
 
 - **No `$fillable` array in Models.**