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feat: Add CSV & PDF Export Functionality (#681)#707

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Renu-code123 merged 2 commits intoRenu-code123:mainfrom
komalharshita:feat/export-functionality-681
Feb 19, 2026
Merged

feat: Add CSV & PDF Export Functionality (#681)#707
Renu-code123 merged 2 commits intoRenu-code123:mainfrom
komalharshita:feat/export-functionality-681

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@komalharshita
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📋 Summary

Implements CSV and PDF export functionality for expenses with advanced filtering options.

🎯 Changes Made

  • ✅ Added export modal event listeners and handlers
  • ✅ Implemented quick export (CSV & PDF) without filters
  • ✅ Implemented advanced export with date range and category filters
  • ✅ Added live export preview with statistics
  • ✅ Integrated with existing backend /api/expenses/export endpoint
  • ✅ Added responsive export modal styling
  • ✅ Download functionality with proper file naming

🔧 Technical Details

Frontend (trackerscript.js):

  • openExportModal() - Opens export modal with default filters
  • exportData(format) - Main export function
  • quickExportCSV() - Quick CSV export (all time)
  • quickExportPDF() - Quick PDF export (all time)
  • updateExportPreview() - Live preview with stats
  • Event listeners for all export buttons and filters

Backend Integration:

  • Uses existing POST /api/expenses/export endpoint
  • Supports format: csv, pdf, excel
  • Filters: startDate, endDate, category, type
  • Returns file blob for download

UI/UX Features:

  • 3 export buttons: Quick CSV, Quick PDF, Advanced Export
  • Export modal with format selection (CSV/PDF)
  • Date range picker
  • Category and type filters
  • Live preview showing:
    • Total transactions count
    • Total income
    • Total expenses
    • Net balance
  • Auto-download with timestamped filenames
  • Loading states and error handling
  • Success/error notifications

🧪 Testing

  • Quick CSV export works
  • Quick PDF export works
  • Advanced export modal opens/closes
  • Date filters work correctly
  • Category/type filters work
  • Export preview updates live
  • File downloads with correct name
  • Error handling works
  • Mobile responsive design
  • Works with authentication

⚠️ Breaking Changes

None - fully backward compatible

📚 Dependencies

No new dependencies added. Uses existing:

  • Backend: exportService (already implemented)
  • Backend: pdfkit (already installed)
  • Backend: exceljs (already installed)

✅ Checklist

  • Code follows project style guidelines
  • Self-review completed
  • No console errors
  • Works on desktop and mobile
  • All export buttons functional
  • Backend API integration working
  • Error handling implemented
  • User notifications added

🔗 Related Issues

Closes #681

🙏 Acknowledgments

Thanks to @Renu-code123 for the amazing ExpenseFlow project!

@vercel
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vercel Bot commented Feb 18, 2026

@komalharshita is attempting to deploy a commit to the Renu's projects Team on Vercel.

A member of the Team first needs to authorize it.

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🎉 Thanks for the PR, @komalharshita!

We really appreciate you taking the time to contribute to ExpenseFlow! 💙


⭐ Love this project?

Please give us a star! It helps the project grow and reach more developers! 🌟

🔗 https://github.com/Renu-code123/ExpenseFlow


✅ PR Checklist

Before we review, please ensure:

  • Your code follows the project's coding standards
  • All file changes are accurate and intentional
  • You've tested your changes locally
  • Any review comments have been addressed

🙌 Thank You for Contributing!

We truly appreciate your interest in contributing to this project.

  • Please make sure your code follows the project structure
  • Add clear commit messages and comments where necessary
  • Ensure your changes do not break existing functionality

We'll review your PR as soon as possible. Keep up the great work! ✨


@komalharshita
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this pr is meant as a L2 or L3 level contribution

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vercel Bot commented Feb 19, 2026

The latest updates on your projects. Learn more about Vercel for GitHub.

Project Deployment Actions Updated (UTC)
expenseflow Ready Ready Preview, Comment Feb 19, 2026 0:53am

@Renu-code123 Renu-code123 merged commit a7bd489 into Renu-code123:main Feb 19, 2026
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@Renu-code123
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@komalharshita, hey, I don't assign a level for ECWOC; it's automatically assigned by the ECWOC bot, which gives a level by analyzing the code.

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Enhancement: Export Expenses as CSV & PDF

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