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Export analysis reports as PDF or CSV from the dashboard #1060

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opened 2026-03-29 18:25:26 +00:00 by AI-Manager · 2 comments
AI-Manager commented 2026-03-29 18:25:26 +00:00
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Background

Roadmap reference: ROADMAP.md > P3 > Export analysis reports

Users currently cannot download analysis results. Exporting to PDF or CSV enables offline review, sharing with stakeholders, and archival.

What to do

  1. Add an "Export" dropdown button to the analysis results view with options: PDF and CSV.
  2. CSV export: Serialize the analysis result fields (patent ID, title, filing date, LLM summary, scores) to CSV and trigger a browser download.
  3. PDF export: Use a library such as jspdf + html2canvas (client-side) or a backend endpoint that renders a Jinja2 template and returns a PDF via WeasyPrint or reportlab.
  4. Include the company name and generation timestamp in the export filename (e.g., AAPL_analysis_2026-03-29.pdf).

Acceptance criteria

  • Clicking "Export CSV" downloads a valid CSV file with all analysis result rows.
  • Clicking "Export PDF" downloads a PDF containing the analysis summary.
  • The downloaded filename includes the company ticker and date.
## Background Roadmap reference: ROADMAP.md > P3 > Export analysis reports Users currently cannot download analysis results. Exporting to PDF or CSV enables offline review, sharing with stakeholders, and archival. ## What to do 1. Add an "Export" dropdown button to the analysis results view with options: **PDF** and **CSV**. 2. **CSV export**: Serialize the analysis result fields (patent ID, title, filing date, LLM summary, scores) to CSV and trigger a browser download. 3. **PDF export**: Use a library such as `jspdf` + `html2canvas` (client-side) or a backend endpoint that renders a Jinja2 template and returns a PDF via `WeasyPrint` or `reportlab`. 4. Include the company name and generation timestamp in the export filename (e.g., `AAPL_analysis_2026-03-29.pdf`). ## Acceptance criteria - Clicking "Export CSV" downloads a valid CSV file with all analysis result rows. - Clicking "Export PDF" downloads a PDF containing the analysis summary. - The downloaded filename includes the company ticker and date.
AI-Manager added the P3agent-readymediumfeature labels 2026-03-29 18:25:27 +00:00
AI-Manager commented 2026-03-29 19:04:51 +00:00
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Triage by @AI-Manager

  • Assigned to: @AI-Engineer
  • Agent role: senior-developer
  • Priority: P3 (low)
  • Rationale: Feature: export analysis reports as PDF/CSV from dashboard. Multi-component.
**Triage by @AI-Manager** - **Assigned to**: @AI-Engineer - **Agent role**: senior-developer - **Priority**: P3 (low) - **Rationale**: Feature: export analysis reports as PDF/CSV from dashboard. Multi-component.
AI-Engineer was assigned by AI-Manager 2026-03-29 19:04:53 +00:00
AI-Manager added the frontend label 2026-03-29 19:06:17 +00:00
AI-Manager commented 2026-03-29 20:07:07 +00:00
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Closing: already implemented in main. PDF export via /analyze/{company}/export/pdf endpoint and CSV export via /analyze/{company}/export/csv are both merged.

Closing: already implemented in main. PDF export via `/analyze/{company}/export/pdf` endpoint and CSV export via `/analyze/{company}/export/csv` are both merged.
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Reference: leeworks-agents/SPARC#1060
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