Custom Export to CSV Module Overview

The Custom Export to CSV module provides a flexible and powerful tool for users and administrators to export selected data fields from your system into Comma-Separated Values (CSV) format. This feature empowers users to work with specific datasets offline, enabling them to analyze, manipulate, or integrate the data into third-party tools as needed.

Purpose

The primary purpose of this module is to allow selective and controlled extraction of data for offline analysis. By giving users the ability to choose which fields they want to export, the module enhances data utility while ensuring that only relevant information is handled. This functionality is particularly useful for reporting, auditing, or integrating with external systems.

Benefits

• User Empowerment: Users can tailor exports to their specific needs, reducing the complexity of dealing with large datasets and focusing on the most critical information.
• Efficiency: By exporting only required fields, users save time and reduce storage requirements, making data handling more efficient.
• Flexibility: The module supports a wide range of use cases, from simple reporting tasks to complex data migration or integration scenarios.
• Compliance: Admins can control which fields are available for export, ensuring that sensitive or restricted data remains protected.

Usage Scenarios

1. Data Reporting: Users can generate custom reports by selecting specific fields (e.g., date, user ID, revenue) to analyze trends and metrics offline.
2. Offline Analysis: Exported CSV files can be used with spreadsheet applications (e.g., Excel or Google Sheets) for advanced data visualization, filtering, or calculations.
3. Data Migration: Users can export selected fields to migrate data to another system or platform, ensuring a smooth transition.
4. Troubleshooting and Debugging: Support teams can use this feature to extract detailed logs or user activity data for diagnosing issues.
5. Custom Integration: Developers can leverage the exported CSV files to integrate specific datasets with external tools, APIs, or third-party systems.

By providing a robust and customizable export mechanism, the Custom Export to CSV module enhances the functionality of your system, offering users and admins greater control over their data while ensuring flexibility and efficiency in handling offline tasks.

Technical Documentation: Custom Export to CSV Module

Overview

The Custom Export to CSV module allows users or admins to export selected data fields for offline analysis. This module is designed for technical audiences, including developers, system administrators, and data analysts.

Features

1. Data Selection

• Custom Field Mapping: Users can select specific fields from the dataset and define how these fields are mapped in the CSV output.
• Dynamic Schema: The module supports a dynamic schema where users can choose from available fields based on their requirements.

2. File Format and Delimiters

• Delimiter Options: Supports various delimiters such as commas, tabs, or semicolons to accommodate different regional standards.
• Encoding Standards: Ensures proper encoding of characters, especially for non-ASCII data, using UTF-8 by default.
• Headers Inclusion: Users can choose whether to include header rows in the exported CSV file.

3. Filters and Conditions

• Advanced Filtering: Users can apply complex filters using expressions combining multiple conditions (e.g., date ranges, specific IDs).
• Query Parameters: Filters are implemented through query parameters or filter objects in API calls for programmatic access.

4. Batch Processing

• Efficient Handling: The module processes large datasets efficiently, with options for pagination and chunking to manage data size.
• Asynchronous Processing: Supports asynchronous operations to avoid blocking other system tasks and allows resuming failed exports.

5. Error Handling

• Robust Management: Implements comprehensive error handling with specific error codes (e.g., HTTP status codes) and recovery options.
• Error Reporting: Provides detailed error messages for quick identification and resolution of issues.

6. Security & Permissions

• Authentication Methods: Supports token-based authentication, OAuth2, and other secure methods to protect data access.
• Role-Based Access Control (RBAC): Ensures that only authorized users or roles can export specific datasets.
• Data Encryption: Uses encryption for data in transit (HTTPS) and at rest if stored securely.

7. Logging & Auditing

• Comprehensive Tracking: Logs all export activities, including user ID, timestamp, and data fields exported, for accountability.
• Retention Policies: Adheres to log retention policies and compliance standards, ensuring secure storage and management of logs.

8. Integration

• API Support: Offers programmatic access with well-documented REST APIs, including endpoints and request/response formats.
• Third-Party Tools: Integrates seamlessly with ETL tools and BI platforms, providing examples for configuration and usage.

9. Performance Optimizations

• Efficient Data Retrieval: Uses optimized database queries to minimize latency and improve performance.
• Parallel Processing Limits: Manages parallel processing based on server resources to ensure efficient data handling without overload.

10. API Support

• Programmatic Access: Mirrors UI functionality in the API, with clear documentation on authentication headers, request parameters, and response formats.
• Examples Provided: Includes code snippets and configuration examples for integrating with external systems.

This documentation provides a detailed guide to understanding and utilizing the Custom Export to CSV module effectively.

Custom Export to CSV Module Documentation

Summary

This module provides functionality for exporting selected data fields from a database to a CSV file format. This allows users or admins to analyze the data offline.

Features

• Select specific data fields to export
• Option to include additional metadata
• Support for custom delimiters and headers in CSV output
• Error handling for invalid selections
• Logging of export activities

Code Samples

FastAPI Endpoint

This endpoint demonstrates how to create a CSV export functionality using FastAPI.

from fastapi import APIRouter, Depends, HTTPException
from typing import List, Optional
from pydantic import BaseModel
import csv
import io

router = APIRouter()

class ExportData(BaseModel):
    userId: str
    selectedFields: List[str]
    delimiter: str = ','
    includeHeaders: bool = True

@router.get("/export/csv", response_class=bytes)
async def export_to_csv(
    params: ExportData = Depends()
):
    try:
        # Simulated database query (replace with actual data retrieval logic)
        data = get_data_from_db(params.userId, params.selectedFields)
        
        # Create a CSV file in memory
        csv_file = io.StringIO()
        writer = csv.writer(csv_file, delimiter=params.delimiter)
        
        if params.includeHeaders:
            headers = ['field1', 'field2']  # Replace with actual field names
            writer.writerow(headers)
        
        for row in data:
            writer.writerow(row)
        
        return csv_file.getvalue().encode('utf-8')
        
    except Exception as e:
        raise HTTPException(status_code=500, detail=str(e))

React UI Snippet

This React component demonstrates how to create a form for exporting data.

import React, { useState } from 'react';

const ExportForm = () => {
  const [selectedFields, setSelectedFields] = useState([]);
  const [delimiter, setDelimiter] = useState(',');
  const [includeHeaders, setIncludeHeaders] = useState(true);

  const handleSubmit = async (e) => {
    e.preventDefault();
    try {
      const response = await fetch('/api/export/csv', {
        method: 'GET',
        params: {
          userId: localStorage.getItem('userId'),
          selectedFields,
          delimiter,
          includeHeaders
        }
      });
      const blob = await response.blob();
      const downloadUrl = window.URL.createObjectURL(blob);
      const a = document.createElement('a');
      a.href = downloadUrl;
      a.download = 'export.csv';
      document.body.appendChild(a);
      a.click();
      document.body.removeChild(a);
    } catch (error) {
      console.error('Export failed:', error);
    }
  };

  return (
    <form onSubmit={handleSubmit}>
      <div>
        <label>Selected Fields:</label>
        <select multiple onChange={(e) => setSelectedFields(Array.from(e.target.selectedOptions, option => option.value))}>
          {/* Replace with actual field options */}
          <option value="field1">Field 1</option>
          <option value="field2">Field 2</option>
        </select>
      </div>
      <div>
        <label>Delimiter:</label>
        <input type="text" value={delimiter} onChange={(e) => setDelimiter(e.target.value)} />
      </div>
      <div>
        <label>Include Headers:</label>
        <input 
          type="checkbox" 
          checked={includeHeaders}
          onChange={(e) => setIncludeHeaders(e.target.checked)}
        />
      </div>
      <button type="submit">Export to CSV</button>
    </form>
  );
};

export default ExportForm;

Data Schema (Pydantic)

This Pydantic model defines the input parameters for the export functionality.

from pydantic import BaseModel

class ExportData(BaseModel):
    userId: str
    selectedFields: List[str]
    delimiter: str = ','
    includeHeaders: bool = True

Usage Instructions

1. Install required dependencies:

   pip install fastapi python-multipart uvicorn
   

2. Create the API route in your FastAPI application:

   from fastapi import FastAPI
   app = FastAPI()
   app.include_router(router)
   

3. Implement the React component in your frontend application.

4. Set environment variables for authentication if required.

Considerations

• Add proper error handling and validation based on your use case.
• Consider implementing rate limiting for multiple exports.
• Add proper logging for export activities.
• Ensure that large exports are handled efficiently to avoid memory issues.

Best Practices

• Use pagination for large datasets.
• Validate all user inputs before processing.
• Handle different character encodings properly when writing CSV files.
• Provide clear error messages to the users.

# Custom Export to CSV Module Documentation

## Summary
The Custom Export to CSV module enables users or admins to export selected data fields for offline analysis.

## Related Modules
- **Data Visualization Tools**: Integrate with tools like Tableau or Power BI for advanced data analysis.
- **User Authentication**: Manage user access and permissions for data exports.
- **Activity Logging**: Track export activities for auditing purposes.
- **Data Filtering**: Allow users to filter data before exporting specific fields.

## Use Cases
1. **User Data Export**: Users can download their personal data for offline use.
2. **Admin Bulk Exports**: Admins export large datasets, such as user lists or logs.
3. **Scheduled Exports**: Automate exports of selected data at predefined intervals.

## Integration Tips
- **Data Validation**: Ensure data accuracy before exporting by integrating with validation modules.
- **Activity Logging**: Log each export activity for auditing and security purposes.
- **User Feedback**: Provide status notifications or messages upon completion of exports to enhance user experience.

## Configuration Options

| **Option Name**              | **Description**                                                                 | **Example Values**                     |
|------------------------------|-------------------------------------------------------------------------------|---------------------------------------|
| `enable_user_exports`        | Toggle user export functionality.                                             | true, false                          |
| `allowed_export_formats`     | Define the file formats allowed for export.                                   | CSV, JSON, XLSX                      |
| `max_export_limit`           | Set maximum number of records that can be exported at once.                   | 1000, 5000                           |
| `available_fields`           | Specify which fields are available for selection in exports.                  | ["name", "email", "date"]            |
| `role_based_access`          | Configure access permissions based on user roles.                            | {"admin": true, "user": false}        |
| `scheduled_export_enabled`   | Enable or disable scheduled export functionality.                             | true, false                          |
| `api_integration`            | Allow integration with external APIs for triggering exports programmatically.| enabled, disabled                    |

## Conclusion
The Custom Export to CSV module provides flexible and secure data export capabilities, supporting various use cases and integration needs.