From 914cb384b1fb35229fd850578c9b235ac0c83e85 Mon Sep 17 00:00:00 2001
From: RunasSudo <runassudo@yingtongli.me>
Date: Fri, 13 Jun 2025 23:39:22 +1000
Subject: [PATCH] Implement CSV export for dynamic reports

---
 src-tauri/capabilities/default.json     |  1 +
 src/components/DynamicReportMenu.vue    | 33 +++++++++++--
 src/plugins/austax/TaxSummaryReport.vue |  2 +-
 src/reports/BalanceSheetReport.vue      |  2 +-
 src/reports/IncomeStatementReport.vue   |  2 +-
 src/reports/TrialBalanceReport.vue      |  2 +-
 src/reports/base.ts                     | 61 +++++++++++++++++++++++++
 7 files changed, 96 insertions(+), 7 deletions(-)

diff --git a/src-tauri/capabilities/default.json b/src-tauri/capabilities/default.json
index baba95e..f7a183e 100644
--- a/src-tauri/capabilities/default.json
+++ b/src-tauri/capabilities/default.json
@@ -15,6 +15,7 @@
     "fs:default",
     "fs:allow-read-text-file",
     "fs:allow-resource-read-recursive",
+    "fs:allow-write-text-file",
     "shell:allow-open",
     "sql:default",
     "sql:allow-execute",
diff --git a/src/components/DynamicReportMenu.vue b/src/components/DynamicReportMenu.vue
index 765c919..2dbb883 100644
--- a/src/components/DynamicReportMenu.vue
+++ b/src/components/DynamicReportMenu.vue
@@ -19,21 +19,48 @@
 <template>
 	<div class="relative print:hidden">
 		<button class="text-gray-400 align-middle hover:text-gray-500" @click="isMenuOpen = !isMenuOpen"><EllipsisHorizontalCircleIcon class="size-6" /></button>
-		<ul class="absolute top-8 right-0 bg-white w-[11rem] shadow-lg ring-1 ring-black/5 focus:outline-hidden" :class="isMenuOpen ? 'block' : 'hidden'">
+		<ul class="absolute top-8 right-0 py-1 bg-white w-[11rem] shadow-lg ring-1 ring-black/5 focus:outline-hidden" :class="isMenuOpen ? 'block' : 'hidden'">
 			<li class="group cursor-pointer select-none py-1 px-3 text-gray-900 hover:text-white hover:bg-emerald-600" @click="menuPrint">
 				<PrinterIcon class="inline size-5 text-gray-500 group-hover:text-white" />
 				Print/Save as PDF
 			</li>
+			<li class="group cursor-pointer select-none py-1 px-3 text-gray-900 hover:text-white hover:bg-emerald-600" @click="menuCsv">
+				<DocumentTextIcon class="inline size-5 text-gray-500 group-hover:text-white" />
+				Save as CSV
+			</li>
 		</ul>
 	</div>
 </template>
 
-<script setup type="ts">
-	import { EllipsisHorizontalCircleIcon, PrinterIcon } from '@heroicons/vue/24/outline';
+<script setup lang="ts">
+	import { DocumentTextIcon, EllipsisHorizontalCircleIcon, PrinterIcon } from '@heroicons/vue/24/outline';
+	import { save } from '@tauri-apps/plugin-dialog';
+	import { writeTextFile } from '@tauri-apps/plugin-fs';
 	import { ref } from 'vue';
 	
+	import { DynamicReport } from '../reports/base.ts';
+	
+	const { report, columns, subtitle } = defineProps<{ report: DynamicReport | null, columns?: string[], subtitle?: string }>();
+	
 	const isMenuOpen = ref(false);
 	
+	async function menuCsv() {
+		// Export report to CSV
+		const csv = report!.toCSV(columns, subtitle);
+		
+		// Save to file
+		const csvFilename = await save({
+			filters: [
+				{ name: 'Comma separated values (CSV)', extensions: ['csv'] }
+			],
+		});
+		if (csvFilename !== null) {
+			await writeTextFile(csvFilename, csv);
+		}
+		
+		isMenuOpen.value = false;
+	}
+	
 	function menuPrint() {
 		window.print();
 		isMenuOpen.value = false;
diff --git a/src/plugins/austax/TaxSummaryReport.vue b/src/plugins/austax/TaxSummaryReport.vue
index f33e1d2..9db50c2 100644
--- a/src/plugins/austax/TaxSummaryReport.vue
+++ b/src/plugins/austax/TaxSummaryReport.vue
@@ -20,7 +20,7 @@
 	<DynamicReportComponent :report="report">
 		<div class="relative">
 			<div class="absolute -top-10 right-0">
-				<DynamicReportMenu />
+				<DynamicReportMenu :report="report" />
 			</div>
 		</div>
 	</DynamicReportComponent>
diff --git a/src/reports/BalanceSheetReport.vue b/src/reports/BalanceSheetReport.vue
index 62f20e5..7e3579d 100644
--- a/src/reports/BalanceSheetReport.vue
+++ b/src/reports/BalanceSheetReport.vue
@@ -32,7 +32,7 @@
 						</select>
 					</div>
 				</div>
-				<DynamicReportMenu />
+				<DynamicReportMenu :report="report" :columns="reportColumns" :subtitle="'As at ' + dt" />
 			</div>
 		</div>
 		<div class="rounded-md bg-red-50 mt-4 p-4 col-span-2" v-if="!doesBalance">
diff --git a/src/reports/IncomeStatementReport.vue b/src/reports/IncomeStatementReport.vue
index 97c64a0..aba6ff4 100644
--- a/src/reports/IncomeStatementReport.vue
+++ b/src/reports/IncomeStatementReport.vue
@@ -32,7 +32,7 @@
 					</select>
 				</div>
 			</div>
-			<DynamicReportMenu />
+			<DynamicReportMenu :report="report" :columns="reportColumns" :subtitle="dtStart + ' to ' + dt" />
 		</div>
 	</DynamicReportComponent>
 </template>
diff --git a/src/reports/TrialBalanceReport.vue b/src/reports/TrialBalanceReport.vue
index 5d3e5d1..e1a468e 100644
--- a/src/reports/TrialBalanceReport.vue
+++ b/src/reports/TrialBalanceReport.vue
@@ -21,7 +21,7 @@
 		<div class="my-2 py-2 flex gap-x-2 items-baseline">
 			<span class="whitespace-nowrap">As at</span>
 			<input type="date" class="bordered-field" v-model.lazy="dt">
-			<DynamicReportMenu />
+			<DynamicReportMenu :report="report" :subtitle="'As at ' + dt" />
 		</div>
 	</DynamicReportComponent>
 </template>
diff --git a/src/reports/base.ts b/src/reports/base.ts
index d7139e4..96ab20c 100644
--- a/src/reports/base.ts
+++ b/src/reports/base.ts
@@ -16,6 +16,9 @@
 	along with this program.  If not, see <https://www.gnu.org/licenses/>.
 */
 
+import { db, serialiseAmount } from '../db.ts';
+import { CriticalError } from '../error.ts';
+
 export class DynamicReport {
 	title!: string;
 	columns!: string[];
@@ -28,6 +31,30 @@ export class DynamicReport {
 	byId(id: string): DynamicReportEntry | null {
 		return reportEntryById(this, id);
 	}
+	
+	// Convert to report to CSV
+	toCSV(columns?: string[], subtitle?: string): string {
+		let csv = '';
+		
+		// Title and subtitle
+		csv += escapeCSV(this.title) + '\n';
+		if (subtitle) {
+			csv += escapeCSV(subtitle) + '\n';
+		}
+		
+		// Columns
+		for (const column of columns || this.columns) {
+			csv += ',' + escapeCSV(column);
+		}
+		csv += '\n';
+		
+		// Entries
+		for (const entry of this.entries) {
+			csv += entryToCSV(entry);
+		}
+		
+		return csv;
+	}
 }
 
 // serde_json serialises an enum like this
@@ -73,3 +100,37 @@ export function reportEntryById(report: DynamicReport | Section, id: string): Dy
 	}
 	return null;
 }
+
+// Escape the given text as contents of a single CSV field
+function escapeCSV(cell: string): string {
+	if (cell.indexOf('"') >= 0) {
+		return '"' + cell.replaceAll('"', '""') + '"';
+	}
+	if (cell.indexOf(',') >= 0) {
+		return '"' + cell + '"';
+	}
+	return cell;
+}
+
+function entryToCSV(entry: DynamicReportEntry): string {
+	if (entry === 'Spacer') {
+		return '\n';
+	} else if ((entry as { Section: Section }).Section) {
+		const section = (entry as { Section: Section }).Section;
+		let csv = '';
+		for (const sectionEntry of section.entries) {
+			csv += entryToCSV(sectionEntry);
+		}
+		return csv;
+	} else if ((entry as { Row: Row }).Row) {
+		const row = (entry as { Row: Row}).Row;
+		let csv = escapeCSV(row.text);
+		for (const quantity of row.quantity) {
+			csv += ',' + escapeCSV(serialiseAmount(quantity, db.metadata.reporting_commodity));
+		}
+		csv += '\n';
+		return csv;
+	} else {
+		throw new CriticalError('Unexpected DynamicReportEntry');
+	}
+}