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@devin-ai-integration devin-ai-integration bot commented Oct 8, 2025

Add CSV export functionality to invoices page

Summary

Adds a client-side CSV export feature to the invoices page that allows users to export their currently filtered invoice data. The implementation includes:

  • Export button placed next to "New Invoice" with Download icon from lucide-react
  • Filtered export that respects current search term and status filter selections
  • CSV format with proper headers, quoted customer names, formatted dates (YYYY-MM-DD), and decimal amounts
  • User feedback via toast notifications for success, warning (no data), and error states
  • Client-side download using Blob API with filename including current date

Review & Testing Checklist for Human

  • Filter behavior: Test export with search filter active and status filter active to verify only filtered invoices are exported
  • CSV content validation: Open downloaded CSV to verify correct headers, quoted customer names, date formatting (YYYY-MM-DD), and decimal amounts
  • Edge cases: Test export with no invoices (should show warning toast), and with invoices containing special characters in customer names
  • UI/UX: Verify Export button appears correctly next to New Invoice, toast notifications display properly, and download triggers in browser

Recommended Test Plan

  1. Navigate to /invoices page
  2. Test export with no invoices → should show "No invoices to export" warning
  3. Create test invoices with various customer names (including commas, quotes)
  4. Test export with all invoices → should download CSV and show success toast
  5. Apply search filter, test export → should only export matching invoices
  6. Apply status filter, test export → should only export matching invoices
  7. Open downloaded CSV files to verify content format

Notes

  • Uses manual CSV generation (not a library) - watch for edge cases with special characters
  • Relies on existing filteredInvoices state from search/filter logic
  • Client-side approach avoids backend changes but may have memory limitations with large datasets

Requested by: @JRWu
Link to Devin run: https://app.devin.ai/sessions/de7e56118cac410bbcf3752c570aa1ee

Export functionality screenshot

- Added Download icon from lucide-react to imports
- Implemented handleExportCSV function that:
  - Exports filtered invoice data as CSV
  - Respects current search and status filters
  - Formats dates as YYYY-MM-DD
  - Quotes customer names to handle commas
  - Shows warning toast if no invoices to export
  - Shows success toast with count of exported invoices
- Added Export button next to New Invoice button
- Button uses outline style to differentiate from primary action
- Filename includes current date: invoices_YYYY-MM-DD.csv

Co-Authored-By: jia.wu@codeium.com <jia_wu@hotmail.ca>
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Quality Gate Failed Quality Gate failed

Failed conditions
B Maintainability Rating on New Code (required ≥ A)

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