supports export

app.py

@@ -2,7 +2,7 @@ import os
 from functools import wraps
 from datetime import datetime, timedelta
 
-from flask import Flask, render_template, request, redirect, url_for, session, abort, jsonify
+from flask import Flask, render_template, request, redirect, url_for, session, abort, jsonify, send_file
 from dotenv import load_dotenv
 load_dotenv()
 from filevine_client import FilevineClient
@@ -10,6 +10,9 @@ from utils import get_user_profile
 from firebase_init import db
 from firebase_admin import auth as fb_auth
 import config
+import openpyxl
+from openpyxl import Workbook
+from openpyxl.utils import get_column_letter
 
 
 app = Flask(__name__)
@@ -191,6 +194,278 @@ def dashboard(page=1):
                           total_projects=total_projects,
                           per_page=per_page)
 
+
+@app.route("/dashboard/export_xls")
+@login_required
+def dashboard_export_xls():
+   """Export all dashboard data to XLS format without pagination."""
+   uid = session.get("uid")
+   profile = get_user_profile(uid)
+   if not profile.get("enabled"):
+       return redirect(url_for("welcome"))
+   
+   is_admin = profile.get("is_admin")
+   case_email = None
+   if not is_admin:
+       case_email = profile.get("case_email")
+       if not case_email:
+           return redirect(url_for("welcome"))
+   if is_admin and request.args.get('case_email'):
+       case_email = request.args.get('case_email').lower()
+       # Validate email format
+       if '@' not in case_email:
+           return abort(400, "Invalid email format")
+
+   # Get all projects without pagination
+   try:
+       projects_ref = db.collection("projects")
+       # Filter projects where case_email is in viewing_emails array
+       if case_email:
+           projects_ref = projects_ref.where("viewing_emails", "array_contains", case_email.lower())
+       
+       # Order by matter_description to maintain consistent ordering
+       projects_ref = projects_ref.order_by("matter_description")
+       
+       docs = projects_ref.stream()
+       all_rows = []
+       
+       for doc in docs:
+           all_rows.append(doc.to_dict())
+       
+       print(f"Retrieved {len(all_rows)} projects from Firestore for XLS export")
+       
+       # Create workbook and worksheet
+       wb = Workbook()
+       ws = wb.active
+       ws.title = "Projects"
+       
+       # Define the column headers (matching the dashboard columns)
+       headers = [
+           'Matter Num',
+           'Matter Description',
+           'Client / Property',
+           'Defendant 1',
+           'Matter Open',
+           'Practice Area',
+           'Notice Type',
+           'Case Number',
+           'Premises Address',
+           'Premises City',
+           'Assigned Attorney',
+           'Primary Contact',
+           'Secondary Paralegal',
+           'Documents',
+           'Matter Stage',
+           'Completed Tasks',
+           'Pending Tasks',
+           'Notice Service Date',
+           'Notice Expir. Date',
+           'Date Case Filed',
+           'Daily Rent Damages',
+           'Default Date',
+           'Default Entered On',
+           'Motions:',
+           'Demurrer Hearing Date',
+           'Motion To Strike Hearing Date',
+           'Motion to Quash Hearing Date',
+           'Other Motion Hearing Date',
+           'MSC Date',
+           'MSC Time',
+           'MSC Address',
+           'MSC Div/ Dept/ Room',
+           'Trial Date',
+           'Trial Time',
+           'Trial Address',
+           'Trial Div/ Dept/ Room',
+           'Final Result of Trial/ MSC',
+           'Date of Settlement',
+           'Final Obligation Under the Stip',
+           'Def\'s Comply with the Stip?',
+           'Judgment Date',
+           'Writ Issued Date',
+           'Scheduled Lockout',
+           'Oppose Stays?',
+           'Premises Safety or Access Issues',
+           'Matter Gate or Entry Code',
+           'Date Possession Recovered',
+           'Attorney\'s Fees',
+           'Costs'
+       ]
+       
+       # Write headers
+       for col_num, header in enumerate(headers, 1):
+           cell = ws.cell(row=1, column=col_num, value=header)
+           cell.font = openpyxl.styles.Font(bold=True)
+       
+       # Write data rows
+       for row_num, row_data in enumerate(all_rows, 2):
+           for col_num, header in enumerate(headers, 1):
+               # Map header names to data fields
+               field_name = None
+               if header == 'Matter Num':
+                   field_name = 'number'
+               elif header == 'Matter Description':
+                   field_name = 'matter_description'
+               elif header == 'Client / Property':
+                   field_name = 'client'
+               elif header == 'Defendant 1':
+                   field_name = 'defendant_1'
+               elif header == 'Matter Open':
+                   field_name = 'matter_open'
+               elif header == 'Practice Area':
+                   field_name = 'practice_area'  # This field doesn't exist in model, so we'll leave blank
+               elif header == 'Notice Type':
+                   field_name = 'notice_type'
+               elif header == 'Case Number':
+                   field_name = 'case_number'
+               elif header == 'Premises Address':
+                   field_name = 'premises_address'
+               elif header == 'Premises City':
+                   field_name = 'premises_city'
+               elif header == 'Assigned Attorney':
+                   field_name = 'responsible_attorney'
+               elif header == 'Primary Contact':
+                   field_name = 'staff_person'
+               elif header == 'Secondary Paralegal':
+                   field_name = 'staff_person_2'
+               elif header == 'Documents':
+                   field_name = 'documents_url'  # Just the URL, not the link
+               elif header == 'Matter Stage':
+                   field_name = 'phase_name'
+               elif header == 'Completed Tasks':
+                   # Convert list of dicts to string representation
+                   if 'completed_tasks' in row_data and row_data['completed_tasks']:
+                       task_strings = []
+                       for task in row_data['completed_tasks'][:5]:  # Limit to 5 tasks for readability
+                           desc = task.get('description', '')
+                           completed = task.get('completed', '')
+                           task_strings.append(f"{desc} ({completed})")
+                       field_value = '; '.join(task_strings)
+                   else:
+                       field_value = ''
+                   ws.cell(row=row_num, column=col_num, value=field_value)
+                   continue  # Skip to next field
+               elif header == 'Pending Tasks':
+                   # Convert list of dicts to string representation
+                   if 'pending_tasks' in row_data and row_data['pending_tasks']:
+                       task_strings = []
+                       for task in row_data['pending_tasks'][:5]:  # Limit to 5 tasks for readability
+                           desc = task.get('description', '')
+                           task_strings.append(desc)
+                       field_value = '; '.join(task_strings)
+                   else:
+                       field_value = ''
+                   ws.cell(row=row_num, column=col_num, value=field_value)
+                   continue  # Skip to next field
+               elif header == 'Notice Service Date':
+                   field_name = 'notice_service_date'
+               elif header == 'Notice Expir. Date':
+                   field_name = 'notice_expiration_date'
+               elif header == 'Date Case Filed':
+                   field_name = 'case_field_date'
+               elif header == 'Daily Rent Damages':
+                   field_name = 'daily_rent_damages'
+               elif header == 'Default Date':
+                   field_name = 'default_date'
+               elif header == 'Default Entered On':
+                   field_name = 'default_entered_on_date'
+               elif header == 'Motions:':
+                   field_name = 'motions'  # This field doesn't exist in model, so we'll leave blank
+               elif header == 'Demurrer Hearing Date':
+                   field_name = 'demurrer_hearing_date'
+               elif header == 'Motion To Strike Hearing Date':
+                   field_name = 'motion_to_strike_hearing_date'
+               elif header == 'Motion to Quash Hearing Date':
+                   field_name = 'motion_to_quash_hearing_date'
+               elif header == 'Other Motion Hearing Date':
+                   field_name = 'other_motion_hearing_date'
+               elif header == 'MSC Date':
+                   field_name = 'msc_date'
+               elif header == 'MSC Time':
+                   field_name = 'msc_time'
+               elif header == 'MSC Address':
+                   field_name = 'msc_address'
+               elif header == 'MSC Div/ Dept/ Room':
+                   field_name = 'msc_div_dept_room'
+               elif header == 'Trial Date':
+                   field_name = 'trial_date'
+               elif header == 'Trial Time':
+                   field_name = 'trial_time'
+               elif header == 'Trial Address':
+                   field_name = 'trial_address'
+               elif header == 'Trial Div/ Dept/ Room':
+                   field_name = 'trial_div_dept_room'
+               elif header == 'Final Result of Trial/ MSC':
+                   field_name = 'final_result'
+               elif header == 'Date of Settlement':
+                   field_name = 'date_of_settlement'
+               elif header == 'Final Obligation Under the Stip':
+                   field_name = 'final_obligation'
+               elif header == 'Def\'s Comply with the Stip?':
+                   field_name = 'def_comply_stip'
+               elif header == 'Judgment Date':
+                   field_name = 'judgment_date'
+               elif header == 'Writ Issued Date':
+                   field_name = 'writ_issued_date'
+               elif header == 'Scheduled Lockout':
+                   field_name = 'scheduled_lockout'
+               elif header == 'Oppose Stays?':
+                   field_name = 'oppose_stays'
+               elif header == 'Premises Safety or Access Issues':
+                   field_name = 'premises_safety'
+               elif header == 'Matter Gate or Entry Code':
+                   field_name = 'matter_gate_code'
+               elif header == 'Date Possession Recovered':
+                   field_name = 'date_possession_recovered'
+               elif header == 'Attorney\'s Fees':
+                   field_name = 'attorney_fees'
+               elif header == 'Costs':
+                   field_name = 'costs'
+               
+               # Set the cell value
+               if field_name and field_name in row_data:
+                   field_value = row_data[field_name]
+                   # Handle special cases for formatting
+                   if field_name == 'daily_rent_damages' and field_value:
+                       # Format as currency if it's a number
+                       try:
+                           field_value = f"${float(field_value):,.2f}"
+                       except:
+                           pass  # Keep as-is if not a number
+                   ws.cell(row=row_num, column=col_num, value=field_value)
+               else:
+                   # For fields that don't exist in the model or are special cases, set to empty
+                   ws.cell(row=row_num, column=col_num, value='')
+       
+       # Auto-adjust column widths
+       for column in ws.columns:
+           max_length = 0
+           column_letter = get_column_letter(column[0].column)
+           for cell in column:
+               try:
+                   if len(str(cell.value)) > max_length:
+                       max_length = len(str(cell.value))
+               except:
+                   pass
+           adjusted_width = min(max_length + 2, 50)  # Cap at 50 characters
+           ws.column_dimensions[column_letter].width = adjusted_width
+       
+       # Save to temporary file and return
+       import tempfile
+       import os
+       temp_dir = tempfile.gettempdir()
+       filename = f"dashboard_export_{datetime.now().strftime('%Y%m%d_%H%M%S')}.xlsx"
+       filepath = os.path.join(temp_dir, filename)
+       
+       wb.save(filepath)
+       
+       return send_file(filepath, as_attachment=True, download_name=filename)
+       
+   except Exception as e:
+       print(f"[ERROR] Failed to export XLS: {e}")
+       return abort(500, "Failed to export data")
+
+
 import admin
 
 # Register admin routes

requirements.txt

@@ -5,3 +5,4 @@ requests==2.32.3
 itsdangerous==2.2.0
 gunicorn==23.0.0
 pytz
+openpyxl==3.1.2

templates/dashboard.html

@@ -2,6 +2,7 @@
 {% block content %}
 <div class="h-full flex flex-col" x-data="columnConfig()">
   <h1 class="text-xl font-semibold mb-4">Projects for {{ case_email }}</h1>
+    <div class="flex justify-between">
 
     {% set profile = get_user_profile(session.uid) %}
     {% if profile.is_admin %}
@@ -12,8 +13,21 @@
         class="w-full px-3 py-2 border w-64 border-slate-300 rounded-md shadow-sm focus:outline-none focus:ring-2 focus:ring-blue-500 focus:border-blue-500"
         placeholder="Enter case email to simulate">
     </div>
+    {% else %}
+    <div></div>
     {% endif %}
 
+      <div class="flex gap-2 items-center">
+      <!-- Export Button -->
+      <div class="mb-4">
+        <a href="{{ url_for('dashboard_export_xls') }}" class="inline-flex items-center px-4 py-2 bg-blue-600 text-white text-sm font-medium rounded-md hover:bg-blue-700 focus:outline-none focus:ring-2 focus:ring-offset-2 focus:ring-blue-500">
+          <svg class="mr-2 -ml-1 h-4 w-4" fill="none" stroke="currentColor" viewBox="0 0 24 24">
+            <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M4 16v1a3 3 0 003 3h10a3 3 0 003-3v-1m-4-4l-4 4m0 0l-4-4m4 4V4"></path>
+          </svg>
+          Export to Excel
+        </a>
+      </div>
+
       <!-- Per Page Dropdown -->
       <div class="mb-4 flex items-center">
         <label for="perPage" class="mr-2 text-sm font-medium text-slate-700">Items per page:</label>
@@ -78,6 +92,8 @@
           </div>
         </div>
       </div>
+    </div>
+  </div>
   {% from "_expander.html" import expander %}
 
   <div class="overflow-scroll">