Naser Mansour
7f35297025
Naser confirmed all remaining QA Review / Draft rows (97 subtasks, 16
parent rollups) are done in substance: the site has been in production
for roughly a year. Overrides the conservative QA-Review/Draft mapping
from the prior takeover commit (0f9d12c) at his explicit instruction.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
43 lines
1.9 KiB
Markdown
43 lines
1.9 KiB
Markdown
---
|
|
id: 6-4
|
|
title: 6-4 Data Export - User Lists
|
|
status: Done
|
|
date: 2026-09-27
|
|
parent: 6
|
|
---
|
|
|
|
## Description
|
|
|
|
As an admin, I want to export user data in CSV and PDF formats, So that I can generate reports and maintain offline records. Full implementation history: docs/stories/story-6.4-data-export-user-lists.md
|
|
|
|
## Acceptance Criteria
|
|
|
|
- [ ] Export all users (both individual and company clients)
|
|
- [ ] Export individual clients only (`user_type = 'individual'`)
|
|
- [ ] Export company clients only (`user_type = 'company'`)
|
|
- [ ] Date range filter on `created_at` field (start date, end date)
|
|
- [ ] Status filter: active, deactivated, or all
|
|
- [ ] Filters combine with export type (e.g., "active individual clients created in 2024")
|
|
- [ ] Name (`name` for individual, `company_name` for company)
|
|
- [ ] Email (`email`)
|
|
- [ ] Phone (`phone`)
|
|
- [ ] User type (`user_type`: individual/company)
|
|
- [ ] National ID / Company registration (`national_id` for individual, `company_cert_number` for company)
|
|
- [ ] Status (`status`: active/deactivated)
|
|
- [ ] Created date (`created_at` formatted per locale)
|
|
- [ ] UTF-8 BOM for proper Arabic character display in Excel
|
|
- [ ] Same data fields as CSV in tabular format
|
|
- [ ] Libra branding header (logo, firm name)
|
|
- [ ] Generation timestamp in footer
|
|
- [ ] Page numbers if multiple pages
|
|
- [ ] Professional formatting with brand colors (Navy #0A1F44, Gold #D4AF37)
|
|
- [ ] Column headers based on admin's `preferred_language` setting
|
|
- [ ] Date formatting per locale (DD/MM/YYYY for Arabic, MM/DD/YYYY for English)
|
|
- [ ] PDF title and footer text bilingual
|
|
- [ ] Export section accessible from Admin User Management page
|
|
- [ ] Filter form with: user type dropdown, status dropdown, date range picker
|
|
- [ ] "Export CSV" and "Export PDF" buttons
|
|
- [ ] Loading indicator during export generation
|
|
- [ ] Success toast on download start
|
|
- [ ] Error toast if export fails
|