Problem
Current export system only supports basic CSV/PDF. Need advanced export with custom formats, scheduled exports, and cloud storage integration.
Proposed Solution
Build comprehensive export system with multiple formats, templates, scheduling, and S3/cloud storage.
Technical Implementation
New Files:
backend/services/AdvancedExportService.js - Advanced export service
backend/services/export/ExcelGenerator.js - Excel export
backend/services/export/JsonExporter.js - JSON export
backend/services/export/XmlExporter.js - XML export
backend/services/export/CloudStorageService.js - S3/cloud integration
backend/services/export/ScheduledExportService.js - Scheduled exports
backend/models/ExportTemplate.js - Custom template model
backend/models/ScheduledExport.js - Scheduled export model
backend/controllers/advancedExportController.js - Export endpoints
backend/routes/advancedExports.js - Export routes
backend/migrations/20260327000014_create_export_templates.js - Migration
backend/migrations/20260327000015_create_scheduled_exports.js - Migration
backend/workers/scheduledExport.js - Export worker
backend/tests/advancedExport.test.js - Test suite
Modify:
backend/services/ExportService.js - Integrate advanced features
backend/services/CsvGenerator.js - Add custom templates
backend/services/PdfGenerator.js - Add custom templates
backend/controllers/exportController.js - Add format options
backend/.env.example - Add S3/cloud credentials
Export Formats
const EXPORT_FORMATS = {
CSV: 'csv',
EXCEL: 'xlsx',
PDF: 'pdf',
JSON: 'json',
XML: 'xml'
};
// Custom template example
{
name: "Monthly Financial Report",
format: "excel",
columns: [
"date",
"transaction_id",
"type",
"amount",
"currency",
"status",
"fee",
"net_amount"
],
filters: {
dateRange: "last_month",
status: "completed",
minAmount: 100
},
groupBy: "date",
aggregations: {
totalAmount: "sum",
averageAmount: "avg",
transactionCount: "count"
}
}
Acceptance Criteria
Priority
Medium - Important for business reporting
Problem
Current export system only supports basic CSV/PDF. Need advanced export with custom formats, scheduled exports, and cloud storage integration.
Proposed Solution
Build comprehensive export system with multiple formats, templates, scheduling, and S3/cloud storage.
Technical Implementation
New Files:
backend/services/AdvancedExportService.js- Advanced export servicebackend/services/export/ExcelGenerator.js- Excel exportbackend/services/export/JsonExporter.js- JSON exportbackend/services/export/XmlExporter.js- XML exportbackend/services/export/CloudStorageService.js- S3/cloud integrationbackend/services/export/ScheduledExportService.js- Scheduled exportsbackend/models/ExportTemplate.js- Custom template modelbackend/models/ScheduledExport.js- Scheduled export modelbackend/controllers/advancedExportController.js- Export endpointsbackend/routes/advancedExports.js- Export routesbackend/migrations/20260327000014_create_export_templates.js- Migrationbackend/migrations/20260327000015_create_scheduled_exports.js- Migrationbackend/workers/scheduledExport.js- Export workerbackend/tests/advancedExport.test.js- Test suiteModify:
backend/services/ExportService.js- Integrate advanced featuresbackend/services/CsvGenerator.js- Add custom templatesbackend/services/PdfGenerator.js- Add custom templatesbackend/controllers/exportController.js- Add format optionsbackend/.env.example- Add S3/cloud credentialsExport Formats
Acceptance Criteria
Priority
Medium - Important for business reporting