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Draft PR: retain current UX but use server based export for both download on browser and email export #10049

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@jessy-p jessy-p commented Dec 31, 2024

Alternative approach for #9969

Changes proposed in this Pull Request

In this PR, the UX for browser download remains the same, but the backend implementation is changed so that the server export is used for generating the CSV which is made available immediately. This approach does NOT change the UX for merchant (i.e. download is available immediately for single page export), but it solves the overhead and issues of maintaining multiple implementations that do not match.
The corresponding server changes are on https://github.com/Automattic/transact-platform-server/pull/7077

NOTE:
This is a draft PR and needs to refined to make the final solution.

  • It is implemented only for Transactions screen
  • Uses a hardcoded threshold of 25 on server side which needs to be corrected (if required) to the existing condition of rows <= current page size
  • CSV is both emailed and available for download. Can be changed according to requirement.
  • We may need to make data on screen consistent with the export data, or message appropriately. e.g. custom order number is available on screen but not from server.

Testing instructions

Apply changes from Server PR https://github.com/Automattic/transact-platform-server/pull/7077 along with this branch

  • Download less than 25 transactions. Observe that the server export mechanism is used, but file is available for download immediately.
  • Download a large number of transactions ( > 25 ) and it is emailed to the admin email as before.

  • Run npm run changelog to add a changelog file, choose patch to leave it empty if the change is not significant. You can add multiple changelog files in one PR by running this command a few times.
  • Covered with tests (or have a good reason not to test in description ☝️)
  • Tested on mobile (or does not apply)

Post merge

server export instead of using CSV export.
@jessy-p jessy-p marked this pull request as draft December 31, 2024 06:23
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botwoo commented Dec 31, 2024

Test the build

Option 1. Jetpack Beta

  • Install and activate Jetpack Beta.
  • Use this build by searching for PR number 10049 or branch name refactor/server-export-sync-download in your-test.site/wp-admin/admin.php?page=jetpack-beta&plugin=woocommerce-payments

Option 2. Jurassic Ninja - available for logged-in A12s

🚀 Launch a JN site with this branch 🚀

ℹ️ Install this Tampermonkey script to get more options.


Build info:

  • Latest commit: fb28a83
  • Build time: 2025-01-02 11:58:03 UTC

Note: the build is updated when a new commit is pushed to this PR.

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github-actions bot commented Dec 31, 2024

Size Change: -31 B (0%)

Total Size: 1.36 MB

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@jessy-p jessy-p changed the title Draft PR: retain current UX but use server export for immediate CSV file export on browser Draft PR: retain current UX but use server based export for both download on browser and email export Dec 31, 2024
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nagpai commented Jan 2, 2025

I did a manual test on the transactions page with less than 25 transactions filtered.

  1. I received the download on page, as well as by email
  2. There was no notification for the file sent by email. I think at the POC stage we have not changed that for now. Even at a later stage we may need to consider showing a cleaner modal with the download link and also a message about the email being sent too.

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🌟 Very nice @jessy-p! I prefer this approach to removing client-side download completely.

We can implement server-side logic to significantly increase the client-side download row-count limit higher than 25-100 (10,000? 1,000,000?). We can test server performance to find where this limit should be → when async export is required.

I think this would offer a better UX for most flows, with the existing email-based flow remaining in place for very large and slow exports.

Comment on lines +694 to +696
const link = document.createElement( 'a' );
link.href = response.download_url;
link.click();
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💭 Note, this could be a window.location.href, but maybe there's a benefit to link.click() that I'm not thinking about?

Suggested change
const link = document.createElement( 'a' );
link.href = response.download_url;
link.click();
window.location.href = response.download_url;

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@jessy-p jessy-p Jan 3, 2025

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Won't window.location.href load the current file in that tab? I was trying to get the same behaviour that we have now with saveFile which is to download the file in background.

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jessy-p commented Jan 3, 2025

We can implement server-side logic to significantly increase the client-side download row-count limit higher than 25-100

Definitely! But I think we can focus on matching it with pagesize (25-100) currently, so that it adheres to the existing and Core UX principles, which seems to be:

  • Download what you see on the page ( <= page size) => sync download
  • Download multiple pages => async download

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Reporting: Move all CSV exports to endpoint (server) exports
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