feat: implement PDF and CSV export functionality for case management

- Added `CaseExportManager` service to handle PDF exports for identity, case info, evaluations, monthly plans, and monitoring reports.
- Introduced reusable `case-report-pdf.blade.php` layout for consistent PDF generation.
- Integrated CSV export for intervention meetings with proper formatting and translations.
- Logged export activities in the `Activity` model for enhanced tracking.
- Added feature tests to verify export functionality and content integrity.

Author: gheorghelupu17

app/Filament/Organizations/Resources/Cases/Pages/DetailedEvaluation/ViewCaseDetailedEvaluation.php

@@ -18,6 +18,8 @@
 use App\Models\BeneficiaryPartner;
 use App\Models\DetailedEvaluationResult;
 use App\Models\MultidisciplinaryEvaluation;
+use App\Services\CaseExports\CaseExportManager;
+use Filament\Actions\Action;
 use Filament\Infolists\Components\RepeatableEntry;
 use Filament\Infolists\Components\RepeatableEntry\TableColumn;
 use Filament\Infolists\Components\TextEntry;
@@ -28,8 +30,10 @@
 use Filament\Schemas\Components\Tabs;
 use Filament\Schemas\Components\Tabs\Tab;
 use Filament\Schemas\Schema;
+use Filament\Support\Icons\Heroicon;
 use Illuminate\Contracts\Support\Htmlable;
 use Illuminate\Support\Str;
+use Symfony\Component\HttpFoundation\StreamedResponse;
 
 class ViewCaseDetailedEvaluation extends ViewRecord
 {
@@ -60,6 +64,10 @@ protected function getHeaderActions(): array
         return [
             BackAction::make()
                 ->url(CaseResource::getUrl('view', ['record' => $this->getRecord()])),
+            Action::make('download_sheet')
+                ->label(__('case.view.identity_page.download_sheet'))
+                ->icon(Heroicon::OutlinedArrowDownTray)
+                ->action(fn (): StreamedResponse => app(CaseExportManager::class)->downloadDetailedEvaluationPdf($this->getRecord())),
         ];
     }
 

app/Filament/Organizations/Resources/Cases/Pages/InterventionPlan/ViewCaseBeneficiaryIntervention.php

@@ -13,6 +13,7 @@
 use App\Models\InterventionMeeting;
 use App\Models\InterventionService;
 use App\Models\Specialist;
+use App\Services\CaseExports\CaseExportManager;
 use Filament\Actions\Action;
 use Filament\Actions\DeleteAction;
 use Filament\Forms\Components\RichEditor;
@@ -205,47 +206,10 @@ protected function getViewMeetingObservationsAction(): Action
 
     public function downloadMeetingsTable(): \Symfony\Component\HttpFoundation\StreamedResponse
     {
-        $meetings = $this->beneficiaryIntervention?->meetings()
-            ->with(['specialist.user', 'specialist.roleForDisplay'])
-            ->orderByDesc('id')
-            ->get() ?? collect();
-
-        $filename = 'evidenta-sedinte-'.now()->format('Y-m-d').'.csv';
-
-        return response()->streamDownload(
-            function () use ($meetings): void {
-                $out = fopen('php://output', 'w');
-                if ($out === false) {
-                    return;
-                }
-                fprintf($out, chr(0xEF).chr(0xBB).chr(0xBF));
-                fputcsv($out, [
-                    __('intervention_plan.labels.meet_number'),
-                    __('intervention_plan.labels.status'),
-                    __('intervention_plan.labels.date'),
-                    __('intervention_plan.labels.time'),
-                    __('intervention_plan.labels.duration'),
-                    __('intervention_plan.labels.specialist'),
-                ]);
-                $number = $meetings->count();
-                foreach ($meetings as $meeting) {
-                    fputcsv($out, [
-                        $number,
-                        $meeting->status?->getLabel() ?? '',
-                        $meeting->date?->translatedFormat('d/m/Y') ?? '',
-                        $meeting->time ? \Carbon\Carbon::parse($meeting->time)->format('H:i') : '',
-                        $meeting->duration !== null ? $meeting->duration.' min' : '',
-                        $meeting->specialist?->name_role ?? '',
-                    ]);
-                    $number--;
-                }
-                fclose($out);
-            },
-            $filename,
-            [
-                'Content-Type' => 'text/csv; charset=UTF-8',
-            ]
-        );
+        abort_unless($this->beneficiaryIntervention instanceof BeneficiaryIntervention, 404);
+        abort_unless($this->record instanceof Beneficiary, 404);
+
+        return app(CaseExportManager::class)->downloadMeetingsCsv($this->beneficiaryIntervention, $this->record);
     }
 
     protected function getMeetingNumberForId(int $meetingId): int

app/Filament/Organizations/Resources/Cases/Pages/InterventionPlan/ViewCaseInterventionPlan.php

@@ -12,6 +12,7 @@
 use App\Filament\Organizations\Resources\Cases\Pages\InterventionPlan\Widgets\InterventionPlanServicesWidget;
 use App\Forms\Components\DatePicker;
 use App\Models\Beneficiary;
+use App\Services\CaseExports\CaseExportManager;
 use Carbon\Carbon;
 use Filament\Actions\Action;
 use Filament\Actions\EditAction;
@@ -28,6 +29,7 @@
 use Illuminate\Contracts\Support\Arrayable;
 use Illuminate\Contracts\Support\Htmlable;
 use Illuminate\Support\Collection;
+use Symfony\Component\HttpFoundation\StreamedResponse;
 
 class ViewCaseInterventionPlan extends ViewRecord
 {
@@ -116,85 +118,7 @@ protected function getHeaderActions(): array
                 ->label(__('intervention_plan.actions.download_plan'))
                 ->icon(Heroicon::OutlinedArrowDownTray)
                 ->outlined()
-                ->action(function (): void {
-                    Notification::make()
-                        ->info()
-                        ->title(__('intervention_plan.actions.download_plan'))
-                        ->body(__('intervention_plan.labels.download_plan_coming_soon'))
-                        ->send();
-                }),
-            Action::make('beneficiary_details')
-                ->record($record)
-                ->slideOver()
-                ->modalHeading(__('case.view.identity_page.fab_beneficiary_details'))
-                ->modalSubmitAction(false)
-                ->modalCancelActionLabel(__('general.action.close'))
-                ->schema([
-                    TextEntry::make('full_name')
-                        ->label('Nume și prenume')
-                        ->placeholder('—'),
-                    TextEntry::make('created_at')
-                        ->label('Data creării cazului')
-                        ->formatStateUsing(fn (mixed $state): string => self::formatDateState($state))
-                        ->placeholder('—'),
-                    TextEntry::make('age')
-                        ->label(__('field.age'))
-                        ->state(fn (Beneficiary $record): string => $record->age !== null ? (string) $record->age : '—'),
-                    TextEntry::make('civil_status')
-                        ->label(__('field.civil_status'))
-                        ->state(fn (Beneficiary $record): string => self::formatEnumLabel($record->civil_status)),
-                    TextEntry::make('children_total_count')
-                        ->label('Număr total copii')
-                        ->placeholder('—'),
-                    TextEntry::make('children_under_18_care_count')
-                        ->label('Număr copii în întreținere cu vârsta < 18 ani')
-                        ->placeholder('—'),
-                    TextEntry::make('legal_residence_city')
-                        ->label('Oraș/UAT domiciliu legal')
-                        ->state(fn (Beneficiary $record): string => $record->legal_residence?->city?->name ?? '—'),
-                    TextEntry::make('effective_residence_city')
-                        ->label('Localitate domiciliu efectiv')
-                        ->state(fn (Beneficiary $record): string => $record->effective_residence?->city?->name ?? '—'),
-                    TextEntry::make('details.studies')
-                        ->label(__('field.studies'))
-                        ->state(fn (Beneficiary $record): string => self::formatEnumLabel($record->details?->studies)),
-                    TextEntry::make('details.occupation')
-                        ->label(__('field.occupation'))
-                        ->state(fn (Beneficiary $record): string => self::formatEnumLabel($record->details?->occupation)),
-                    TextEntry::make('details.net_income')
-                        ->label('Venit lunar net (din toate sursele)')
-                        ->state(function (Beneficiary $record): string {
-                            $income = $record->details?->net_income;
-
-                            return blank($income) ? '—' : "{$income} RON";
-                        }),
-                    TextEntry::make('details.homeownership')
-                        ->label('Dreptul de proprietate asupra locuinței primare')
-                        ->state(fn (Beneficiary $record): string => self::formatEnumLabel($record->details?->homeownership)),
-                    TextEntry::make('aggressor_relationship')
-                        ->label('Relația victimei cu agresorul')
-                        ->state(fn (Beneficiary $record): string => self::formatEnumLabel($record->aggressors->first()?->relationship)),
-                    TextEntry::make('aggressor_legal_history')
-                        ->label('Aspecte legale agresor')
-                        ->state(function (Beneficiary $record): string {
-                            $values = $record->aggressors->first()?->legal_history;
-
-                            return self::formatCollectionLabels($values);
-                        }),
-                    TextEntry::make('flowPresentation.presentation_mode')
-                        ->label('Modalitatea de prezentare')
-                        ->state(fn (Beneficiary $record): string => self::formatEnumLabel($record->flowPresentation?->presentation_mode)),
-                    TextEntry::make('flowPresentation.act_location')
-                        ->label('Locul producerii actelor de VD')
-                        ->state(fn (Beneficiary $record): string => self::formatCollectionLabels($record->flowPresentation?->act_location)),
-                ])
-                ->extraModalFooterActions([
-                    Action::make('view_full_beneficiary')
-                        ->label(__('case.view.view_full_beneficiary'))
-                        ->url(fn (): string => CaseResource::getUrl('view', ['record' => $record]))
-                        ->button()
-                        ->close(),
-                ]),
+                ->action(fn (): StreamedResponse => app(CaseExportManager::class)->downloadMonthlyPlanPdf($record)),
         ];
     }
 

app/Filament/Organizations/Resources/Cases/Pages/ViewCaseIdentity.php

@@ -8,11 +8,13 @@
 use App\Filament\Organizations\Resources\Cases\CaseResource;
 use App\Filament\Organizations\Resources\Cases\Schemas\IdentityInfolist;
 use App\Models\Beneficiary;
+use App\Services\CaseExports\CaseExportManager;
 use Filament\Actions\Action;
 use Filament\Resources\Pages\ViewRecord;
 use Filament\Schemas\Schema;
 use Filament\Support\Icons\Heroicon;
 use Illuminate\Contracts\Support\Htmlable;
+use Symfony\Component\HttpFoundation\StreamedResponse;
 
 class ViewCaseIdentity extends ViewRecord
 {
@@ -55,7 +57,7 @@ protected function getHeaderActions(): array
             Action::make('download_sheet')
                 ->label(__('case.view.identity_page.download_sheet'))
                 ->icon(Heroicon::OutlinedArrowDownTray)
-                ->url('#'),
+                ->action(fn (): StreamedResponse => app(CaseExportManager::class)->downloadIdentityPdf($record)),
         ];
     }
 

app/Filament/Organizations/Resources/Cases/Pages/ViewCasePersonalInformation.php

@@ -8,9 +8,13 @@
 use App\Filament\Organizations\Resources\Cases\CaseResource;
 use App\Filament\Organizations\Resources\Cases\Schemas\PersonalInfoInfolist;
 use App\Models\Beneficiary;
+use App\Services\CaseExports\CaseExportManager;
+use Filament\Actions\Action;
 use Filament\Resources\Pages\ViewRecord;
 use Filament\Schemas\Schema;
+use Filament\Support\Icons\Heroicon;
 use Illuminate\Contracts\Support\Htmlable;
+use Symfony\Component\HttpFoundation\StreamedResponse;
 
 class ViewCasePersonalInformation extends ViewRecord
 {
@@ -45,6 +49,10 @@ protected function getHeaderActions(): array
         return [
             BackAction::make()
                 ->url(CaseResource::getUrl('view', ['record' => $record])),
+            Action::make('download_sheet')
+                ->label(__('case.view.identity_page.download_sheet'))
+                ->icon(Heroicon::OutlinedArrowDownTray)
+                ->action(fn (): StreamedResponse => app(CaseExportManager::class)->downloadCaseInfoPdf($record)),
         ];
     }
 

app/Filament/Organizations/Resources/Cases/Resources/CloseFile/Pages/ViewCloseFile.php

@@ -11,14 +11,18 @@
 use App\Filament\Organizations\Resources\Cases\Resources\CloseFile\CloseFileResource;
 use App\Infolists\Components\DateEntry;
 use App\Models\Beneficiary;
+use App\Services\CaseExports\CaseExportManager;
+use Filament\Actions\Action;
 use Filament\Actions\DeleteAction;
 use Filament\Infolists\Components\TextEntry;
 use Filament\Resources\Pages\ViewRecord;
 use Filament\Schemas\Components\Section;
 use Filament\Schemas\Components\Tabs;
 use Filament\Schemas\Components\Tabs\Tab;
 use Filament\Schemas\Schema;
+use Filament\Support\Icons\Heroicon;
 use Illuminate\Contracts\Support\Htmlable;
+use Symfony\Component\HttpFoundation\StreamedResponse;
 
 class ViewCloseFile extends ViewRecord
 {
@@ -54,6 +58,11 @@ protected function getHeaderActions(): array
                 ->modalDescription(__('beneficiary.section.close_file.labels.modal_delete_description'))
                 ->successRedirectUrl(CaseResource::getUrl('view', ['record' => $parent]))
                 ->outlined(),
+            Action::make('download_sheet')
+                ->label(__('case.view.identity_page.download_sheet'))
+                ->icon(Heroicon::OutlinedArrowDownTray)
+                ->outlined()
+                ->action(fn (): StreamedResponse => app(CaseExportManager::class)->downloadCloseFilePdf($this->getRecord())),
         ];
     }
 

app/Filament/Organizations/Resources/Cases/Resources/InitialEvaluation/Pages/ViewInitialEvaluation.php

@@ -14,6 +14,8 @@
 use App\Infolists\Components\Notice;
 use App\Models\Beneficiary;
 use App\Models\EvaluateDetails;
+use App\Services\CaseExports\CaseExportManager;
+use Filament\Actions\Action;
 use Filament\Infolists\Components\RepeatableEntry;
 use Filament\Infolists\Components\RepeatableEntry\TableColumn;
 use Filament\Infolists\Components\TextEntry;
@@ -23,8 +25,10 @@
 use Filament\Schemas\Components\Tabs;
 use Filament\Schemas\Components\Tabs\Tab;
 use Filament\Schemas\Schema;
+use Filament\Support\Icons\Heroicon;
 use Illuminate\Contracts\Support\Htmlable;
 use Illuminate\Support\Str;
+use Symfony\Component\HttpFoundation\StreamedResponse;
 
 class ViewInitialEvaluation extends ViewRecord
 {
@@ -44,6 +48,10 @@ protected function getHeaderActions(): array
                 ->url($parent instanceof Beneficiary
                     ? CaseResource::getUrl('view', ['record' => $parent])
                     : CaseResource::getUrl('index')),
+            Action::make('download_sheet')
+                ->label(__('case.view.identity_page.download_sheet'))
+                ->icon(Heroicon::OutlinedArrowDownTray)
+                ->action(fn (): StreamedResponse => app(CaseExportManager::class)->downloadInitialEvaluationPdf($this->getParentRecord())),
         ];
     }
 

app/Filament/Organizations/Resources/Cases/Resources/Monitoring/Pages/ViewMonitoring.php

@@ -9,7 +9,9 @@
 use App\Filament\Organizations\Resources\Cases\Resources\Monitoring\MonitoringResource;
 use App\Infolists\Components\SectionHeader;
 use App\Models\Beneficiary;
+use App\Services\CaseExports\CaseExportManager;
 use Carbon\Carbon;
+use Filament\Actions\Action;
 use Filament\Actions\DeleteAction;
 use Filament\Infolists\Components\RepeatableEntry;
 use Filament\Infolists\Components\TextEntry;
@@ -19,7 +21,9 @@
 use Filament\Schemas\Components\Tabs;
 use Filament\Schemas\Components\Tabs\Tab;
 use Filament\Schemas\Schema;
+use Filament\Support\Icons\Heroicon;
 use Illuminate\Contracts\Support\Htmlable;
+use Symfony\Component\HttpFoundation\StreamedResponse;
 
 class ViewMonitoring extends ViewRecord
 {
@@ -59,6 +63,11 @@ protected function getHeaderActions(): array
                 ->record($this->getRecord())
                 ->successRedirectUrl(CaseResource::getUrl('edit_case_monitoring', ['record' => $parent]))
                 ->outlined(),
+            Action::make('download_sheet')
+                ->label(__('case.view.identity_page.download_sheet'))
+                ->icon(Heroicon::OutlinedArrowDownTray)
+                ->outlined()
+                ->action(fn (): StreamedResponse => app(CaseExportManager::class)->downloadMonitoringPdf($this->getRecord())),
         ];
     }