Filtered Exports #10

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opened 2026-05-16 10:13:22 -05:00 by null · 0 comments

null commented

2026-05-16 10:13:22 -05:00

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Export only utilities, debts, overdue, date range, tax-relevant categories. Currently exports everything with no filtering.

Rationale:

Users need "all Q1 utility bills" or "overdue payments this year" for reconciliation and tax prep
/api/export/user-excel exports everything — no query params for date range, category, or status

Implementation Notes:

Add query params to export endpoints: category_id, start, end, status (paid/unpaid/overdue)
Files to modify: routes/export.js, client/pages/DataPage.jsx

Estimated effort: 6 hours

Export only utilities, debts, overdue, date range, tax-relevant categories. Currently exports everything with no filtering. **Rationale:** - Users need "all Q1 utility bills" or "overdue payments this year" for reconciliation and tax prep - `/api/export/user-excel` exports everything — no query params for date range, category, or status **Implementation Notes:** - Add query params to export endpoints: `category_id`, `start`, `end`, `status` (paid/unpaid/overdue) - Files to modify: `routes/export.js`, `client/pages/DataPage.jsx` **Estimated effort:** 6 hours