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Bug #2796

Add an Export CSV feature to the Partner Payout page so users can download the displayed payout summary data as a CSV file.

Added by Yashaditya Singh 8 days ago. Updated 7 days ago.

Status:
New
Priority:
Normal
Start date:
07/02/2026
Due date:
% Done:

0%

Estimated time:
Spent time:

Description

  1. Summary
    Add an Export CSV feature to the Partner Payout page so users can download the displayed payout summary data as a CSV file.
  1. Requirement

- Add an "Export CSV" button on the Partner Payout page.
- Place the button beside the existing Apply and Reset buttons.
- The exported CSV should contain the same data currently displayed in the Summary by Partner table.
- Export should respect all applied filters:
- Partner Name
- Station
- Year
- Month
- If no filters are applied, export all records for the selected period.
- Download should start automatically after clicking the Export CSV button.

  1. CSV Columns

- Partner
- Period
- Carry Forward
- Share Amount
- Final Payout
- TDS (%)
- TDS Amount
- Sessions
- Energy (kWh)
- Payout Status

  1. Acceptance Criteria

- Export CSV button is visible on the Partner Payout page.
- CSV contains all filtered records.
- Column headers match the table.
- Data format matches the UI.
- Downloaded file name format:
Partner_Payout_YYYY_MM.csv

#1

Updated by Yashaditya Singh 8 days ago

Today I worked on the Partner Payout module by implementing the Export CSV functionality for the Summary by Partner table. I added the Export CSV button to the table header, aligned its UI with the existing design, and adjusted its size and styling to match the Export CSV button used in the GST Information Report page. I also integrated the export logic, tested the implementatio and validating the overall functionality.

#2

Updated by Yashaditya Singh 7 days ago

I worked on the Partner Payout module by enhancing the Export CSV functionality. I added bank details including Bank Name, Bank Account Number, and IFSC (Bank Routing Number) to the backend API response, updated the frontend model to support the new fields, and integrated them into the CSV export.

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