Summary
Enhance the existing export functionality with server-side PDF report generation and category/account filtering.
What Already Exists
- CSV export via
/api/transactions/export with date range filtering
- "Export CSV" button on Transactions page
- HTML-based monthly report via
/api/reports/monthly (browser print-to-PDF)
What's Missing
1. Server-Side PDF Generation
- Generate proper PDF reports (not browser print-to-PDF)
- Use a lightweight library (e.g.,
reportlab or weasyprint)
- Include: summary stats, category breakdown table, monthly trends
- Endpoint:
GET /api/reports/generate?format=pdf&date_from=...&date_to=...
2. Export Filters
- Filter CSV export by category, account, or tag (not just date range)
- Bulk export across multiple months
3. Converted Currency in Exports
- CSV should use display_currency amounts when user has currency conversion active
- Note the exchange rate used in export metadata
Acceptance Criteria
Summary
Enhance the existing export functionality with server-side PDF report generation and category/account filtering.
What Already Exists
/api/transactions/exportwith date range filtering/api/reports/monthly(browser print-to-PDF)What's Missing
1. Server-Side PDF Generation
reportlaborweasyprint)GET /api/reports/generate?format=pdf&date_from=...&date_to=...2. Export Filters
3. Converted Currency in Exports
Acceptance Criteria
.pdffile