# Data Export API Implementation Summary

## Overview

Implemented a comprehensive data export feature for the SmoothSchedule Django backend that allows businesses to export their data in CSV and JSON formats. The feature is properly gated by subscription plan permissions.

## Implementation Date
December 2, 2025

## Files Created/Modified

### New Files Created

1. **`/home/poduck/Desktop/smoothschedule2/smoothschedule/schedule/export_views.py`**
   - Main export API implementation
   - Contains `ExportViewSet` with 4 export endpoints
   - Implements permission checking via `HasExportDataPermission`
   - Supports both CSV and JSON formats
   - ~450 lines of code

2. **`/home/poduck/Desktop/smoothschedule2/smoothschedule/schedule/test_export.py`**
   - Comprehensive test suite for export API
   - Tests all endpoints, formats, filters
   - Tests permission gating
   - ~200 lines of test code

3. **`/home/poduck/Desktop/smoothschedule2/smoothschedule/DATA_EXPORT_API.md`**
   - Complete API documentation
   - Request/response examples
   - Query parameter documentation
   - Error handling documentation
   - ~300 lines of documentation

4. **`/home/poduck/Desktop/smoothschedule2/test_export_api.py`**
   - Standalone test script for manual API testing
   - Can be run outside of Django test framework

### Modified Files

1. **`/home/poduck/Desktop/smoothschedule2/smoothschedule/schedule/urls.py`**
   - Added import for `ExportViewSet`
   - Registered export viewset with router

2. **`/home/poduck/Desktop/smoothschedule2/smoothschedule/core/models.py`**
   - Added `can_export_data` BooleanField to Tenant model
   - Field defaults to `False` (permission must be explicitly granted)
   - Field already had migration applied (0014_tenant_can_export_data_tenant_subscription_plan.py)

## API Endpoints

All endpoints are accessible at the base path `/export/` (not `/api/export/` since schedule URLs are at root level).

### 1. Export Appointments
- **URL**: `GET /export/appointments/`
- **Query Params**: `format`, `start_date`, `end_date`, `status`
- **Formats**: CSV, JSON
- **Data**: Event/appointment information with customer and resource details

### 2. Export Customers
- **URL**: `GET /export/customers/`
- **Query Params**: `format`, `status`
- **Formats**: CSV, JSON
- **Data**: Customer list with contact information

### 3. Export Resources
- **URL**: `GET /export/resources/`
- **Query Params**: `format`, `is_active`
- **Formats**: CSV, JSON
- **Data**: Resource list (staff, rooms, equipment)

### 4. Export Services
- **URL**: `GET /export/services/`
- **Query Params**: `format`, `is_active`
- **Formats**: CSV, JSON
- **Data**: Service catalog with pricing and duration

## Security Features

### Permission Gating
- All endpoints check `tenant.can_export_data` permission
- Returns 403 Forbidden if permission not granted
- Clear error messages guide users to upgrade their subscription

### Authentication
- All endpoints require authentication (IsAuthenticated permission)
- Returns 401 Unauthorized for unauthenticated requests

### Data Isolation
- Leverages django-tenants automatic schema isolation
- Users can only export data from their own tenant
- No risk of cross-tenant data leakage

## Features

### Format Support
- **JSON**: Includes metadata (count, filters, export timestamp)
- **CSV**: Clean, spreadsheet-ready format with proper headers
- Both formats include Content-Disposition header for automatic downloads

### Filtering
- **Date Range**: Filter appointments by start_date and end_date
- **Status**: Filter by active/inactive status for various entities
- **Query Parameters**: Flexible, URL-based filtering

### File Naming
- Timestamped filenames for uniqueness
- Format: `{data_type}_{YYYYMMDD}_{HHMMSS}.{format}`
- Example: `appointments_20241202_103000.csv`

## Testing

Run unit tests with:
```bash
docker compose -f docker-compose.local.yml exec django python manage.py test schedule.test_export
```

## Integration

### Enable Export for a Tenant

```python
# In Django shell or admin
from core.models import Tenant

tenant = Tenant.objects.get(schema_name='your_tenant')
tenant.can_export_data = True
tenant.save()
```

### Example API Calls

```bash
# JSON export
curl -H "Authorization: Bearer YOUR_TOKEN" \
  "http://lvh.me:8000/export/appointments/?format=json"

# CSV export with date range
curl -H "Authorization: Bearer YOUR_TOKEN" \
  "http://lvh.me:8000/export/appointments/?format=csv&start_date=2024-01-01T00:00:00Z&end_date=2024-12-31T23:59:59Z"
```

## Production Checklist

- [x] Permission gating implemented
- [x] Authentication required
- [x] Unit tests written
- [x] Documentation created
- [x] Database migration applied
- [ ] Rate limiting configured
- [ ] Frontend integration completed
- [ ] Load testing performed

---

**Implementation completed successfully!** ✓
