Multi-Format Export (PDF, DOCX, PPTX, CSV, JSON)

[mathaix]

User Story

As a manager
I want to export synthesis reports and data in multiple formats
So that I can share findings with stakeholders in their preferred format

Acceptance Criteria

Export Formats

PDF Export

• Professional formatting with cover page
• Table of contents with links
• Embedded charts and visualizations
• Proper page breaks and headers/footers
• Hyperlinked evidence citations
• Library: ReportLab or WeasyPrint

DOCX Export

• Microsoft Word compatible
• Editable sections for manager customization
• Embedded images and charts
• Proper heading styles
• Comment annotations for evidence
• Library: python-docx

PPTX Export

• PowerPoint presentation
• Executive summary slide deck
• Key findings as bullet slides
• Visualizations as image slides
• Speaker notes with evidence details
• Library: python-pptx

CSV Export

• Entity lists as tabular data
• One CSV per entity type
• Includes all attributes + confidence + source
• Relationship export as edge list
• Library: pandas

JSON Export

• Complete structured data export
• Includes: entities, relationships, evidence, insights
• API-consumable format
• JSON schema provided

Export Options

• Select which sections to include
• Select entity types to include
• Confidence threshold filter
• Include/exclude evidence details
• Include/exclude full transcripts

Export UI

• "Export" button from synthesis results page
• Format selection dropdown
• Options panel for customization
• Progress indicator during generation
• Download link when complete
• Email option for large files

Export Templates

• Templates defined in blueprint ReportTemplate
• Manager can customize template per export
• Organization-level templates
• Preview before final export

Performance

• PDF generation < 30 seconds for 100-page report
• DOCX generation < 20 seconds
• PPTX generation < 15 seconds
• CSV/JSON generation < 5 seconds
• Background job for large exports

Storage

• Exports saved to S3 with expiry (30 days)
• Download history visible in project
• Regenerate previous export option

Technical Notes

class ExportService:
    async def export_synthesis(
        self,
        synthesis_id: str,
        format: ExportFormat,
        options: ExportOptions
    ) -> ExportResult:
        # Generate export based on format
        # Store in S3
        # Return download URL
        
# Export formats
class ExportFormat(str, Enum):
    PDF = "pdf"
    DOCX = "docx"
    PPTX = "pptx"
    CSV = "csv"
    JSON = "json"

Consider using background tasks (Celery, Dramatiq) for large exports.

Definition of Done

• All 5 export formats working
• Template customization working
• Export options functional
• Performance requirements met
• S3 storage working
• Code reviewed and merged

Requirement ID

RS-07

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🤖 Generated with Claude Code