Allow CSV export of marketplace transaction and account data

[mahmoudimus]

Migrated from balanced/balanced-api#50

[mahmoudimus]

From a customer:

I would like to use this as follows:

1. login to the Balanced dashboard
2. download the .csv of at least 3 days worth of transactions (in the
   aggregate on the marketplace)

[mjallday]

Discussion of requirements over on the balanced-api/issues/279

[mjallday]

• @dmdj03 to create a mock for exporting transactions.
• spec out csv format /cc @timnguyen
• figure out some way to generate a csv file

[timnguyen]

@mjallday

Fields

1. transaction_url
2. account_url
3. transaction_created_at
4. transaction_updated_at
5. transaction_description
6. transaction_id
7. balanced_fee
8. amount
9. transaction_type
10. card_city
11. card_state
12. card_country
13. bank_account_name
14. bank_name
15. masked_bank_account_number
16. bank_guid
17. transaction_state
18. marketplace_guid
19. marketplace
20. card_type

What it's missing:
data from meta or the customer object to group transactions by, that's fairly idiosyncratic now though.

This is from transactions, cards, bank accounts, and marketplace and has a left join on both bank accounts and cards so not all transactions will have all the fields populated. It's 80% for them to look stuff up easy, 20% for us to be able to quickly look up anything if they have questions about a particular transaction

Let me know if you want my query.

[dmdj03]

[mjallday]

@dmdj03 will it be possible to export search results?

[dmdj03]

[matin]

what's the use case to export search results?

[jkwade]

A finance or support person wants to see all of the transactions from a
given buyer across many merchants

On Thu, May 16, 2013 at 3:34 PM, Matin Tamizi [email protected]:

what's the use case to export search results?

—
Reply to this email directly or view it on GitHubhttps://github.com//issues/11#issuecomment-18033541
.

co-founder, growth
Balanced http://balancedpayments.com/

[dmdj03]

[dmdj03]

@matin I'm mainly seeing requests for date ranges across all customers

[matin]

@dmdj03 got it. That makes more sense for me, but I get @jkwade's explanation of why someone would want a dump of the search results.

[jkwade]

I think my use case would primarily be a fraud or suspicious user
investigation.

On Thu, May 16, 2013 at 3:53 PM, Matin Tamizi [email protected]:

@dmdj03 https://github.com/dmdj03 got it. That makes more sense for me,
but I get @jkwade https://github.com/jkwade's explanation of why
someone would want a dump of the search results.

—
Reply to this email directly or view it on GitHubhttps://github.com//issues/11#issuecomment-18034342
.

co-founder, growth
Balanced http://balancedpayments.com/

[mjallday]

@dmdj03 would the email box be pre-populated with any of these:

• support email address of the marketplace
• owner email address of the marketplace
• email address of the current user
• last entered email address

[dmdj03]

I don't know which email they will want to use

[mahmoudimus]

Why not just collect statistics to see if it warrants adding a default
email address?

Mahmoud Abdelkader
Co-founder & CTO @ Balanced

On Thu, May 16, 2013 at 6:07 PM, Damon Chin [email protected]:

I don't know which email they will want to use

—
Reply to this email directly or view it on GitHubhttps://github.com//issues/11#issuecomment-18038621
.

[mjallday]

Fields for txn export

1. uri
2. account_uri
3. created_at
4. description
5. transaction_number
6. amount
7. type
8. name_on_funding_instrument
9. bank_name
10. last_four
11. funding_instrument_uri
12. state
13. card_type
14. on_behalf_of

@timnguyen some of those fields you mentioned are not exposed via the API. this is the current subset, i'll tweak as required once it's deployed.

[mjallday]

@dmdj03 what do I see after I hit the Export button?

[mjallday]

@dmdj03 can I please get an updated icons file with that download icon (clear background)?

[dmdj03]