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[Spike] Having 2x CSV export methods (JS-based and server-based) adds complexity with little/no benefit to merchants. Can we simplify? #9764

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Jinksi opened this issue Nov 20, 2024 · 6 comments
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category: projects For any issues which are part of any project, including bugs, enhancements, etc. focus: reporting type: enhancement The issue is a request for an enhancement. type: spike

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@Jinksi
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Jinksi commented Nov 20, 2024

Problem
We currently have 2x implementations for generating CSV exports for reporting views, e.g. Transactions list, Payouts list, etc.

  • front-end JS-based CSVs are exported for small row counts (<25-100)
  • async service-generated for larger CSVs that are emailed to the accountholder

We should simplify this to reduce complexity, and maintenance footprint with the goal of improving the quality of the CSV export experience for our merchants.

Outcome
The outcome of this spike should be a proposal with one or more solutions for what we could change to reduce the complexity of CSV exports.

@Jinksi Jinksi added the component: reporting Issues related to Reporting label Nov 20, 2024
@Jinksi Jinksi changed the title WooPayments has client and server CSV exports which add complexity with little/no benefit to merchants Having 2x CSV export methods (JS-based and server-based) adds complexity with little/no benefit to merchants Nov 20, 2024
@Jinksi Jinksi added the type: enhancement The issue is a request for an enhancement. label Nov 20, 2024
@haszari
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haszari commented Nov 20, 2024

@Jinksi What's the outcome of this issue – a spike or a proposal for what we could change?

@Jinksi Jinksi changed the title Having 2x CSV export methods (JS-based and server-based) adds complexity with little/no benefit to merchants [Spike] Having 2x CSV export methods (JS-based and server-based) adds complexity with little/no benefit to merchants. Can we simplify? Nov 20, 2024
@Jinksi
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Jinksi commented Nov 20, 2024

Thanks @haszari, I've added outcome and updated the title to clarify that this is a spike.

@haszari haszari added the category: projects For any issues which are part of any project, including bugs, enhancements, etc. label Dec 5, 2024
@haszari
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haszari commented Dec 11, 2024

Shifting this to backlog, I've now proposed it as a project idea, if that project gets prioritised let's go!

@jessy-p
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jessy-p commented Dec 12, 2024

Project idea link: paJDYF-g1S-p2

@jessy-p
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jessy-p commented Dec 16, 2024

Based on pdjTHR-4t9-p2, moving this to Sprint

The goal of this project is to deprecate (if needed) and remove the plugin CSV render code, and make any necessary fixes or improvements to the async (server) flow.

We have go-ahead for the project, but we still need to make sure everyone’s aligned and on board with the change.

@nagpai
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nagpai commented Dec 18, 2024

I am closing this spike since we have achieved the outcome of having a proposal and a project thread.

Ref:

  • Project idea - paJDYF-g1S-p2
  • Project thread - paJDYF-g5h-p2

@nagpai nagpai closed this as completed Dec 18, 2024
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category: projects For any issues which are part of any project, including bugs, enhancements, etc. focus: reporting type: enhancement The issue is a request for an enhancement. type: spike
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5 participants