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Improve CSV download experience for Payouts #10346

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@jessy-p jessy-p commented Feb 10, 2025

Fixes https://github.com/Automattic/transact-platform-server/issues/7187

Changes proposed in this Pull Request

  • Get rid off in-browser CSV download for Payments > Payouts. With this PR, even though the number of rows shown on the Payouts page is low (<= 25), the CSV to be downloaded will be generated in the server. The browser will then do some polling to see if the CSV file is ready to be downloaded in the browser. The CSV file will also be emailed.
  • Some of the new or modified code uses 'payout' instead of 'deposit' when it makes sense and won't require refactoring in many places.
  • Remove unused code from disputes and transactions unit test for their list page.

Testing instructions

Test this PR with https://github.com/Automattic/transact-platform-server/pull/7206

  • Open Payments > Payouts.
  • Click the Export button to download the CSV.
  • Notice the CSV is not downloaded in the browser immediately. You will see a notice that the CSV will be emailed. If you're quick enough, keep refreshing one of the admin pages of your local WCPay server so the async job that will generate the CSV file is executed. If the file is ready before the polling attempt finishes, you will see the file gets downloaded in your browser.

  • 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

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botwoo commented Feb 10, 2025

Test the build

Option 1. Jetpack Beta

  • Install and activate Jetpack Beta.
  • Use this build by searching for PR number 10346 or branch name update/deposits-server-export 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: ea2ee4f
  • Build time: 2025-02-13 13:52:50 UTC

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

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github-actions bot commented Feb 10, 2025

Size Change: +74 B (0%)

Total Size: 1.29 MB

Filename Size Change
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@shendy-a8c shendy-a8c self-assigned this Feb 12, 2025
@shendy-a8c shendy-a8c changed the title WIP - Payouts Client PR Improve CSV download experience for Payouts Feb 12, 2025
@shendy-a8c shendy-a8c requested review from nagpai and a team and removed request for nagpai February 12, 2025 21:00
@shendy-a8c
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The commit message of 4335529:

Remove used code.

should be

Remove unused code.

@shendy-a8c
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This PR is ready for review. @jessy-p did a lot of the work. What I added:

  • Use 'payout' instead of 'deposit' for the new / modified code whenever it makes sense and doesn't require major changes in other places.
  • Update the notice copy just after the feedback similar to transactions and disputes (read CSV export: Improve transaction export notice #10356).
  • Fix unit test and remove unused code from transactions and disputes unit test as well.

@nagpai
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nagpai commented Feb 13, 2025

Manual test

🏆 ✅ - The PR tests well with multi-page as well as a single page export of payouts.
✅ - I tested with a throttled connection simulation in browser tools, and was able to see the initial call to get the payout export id, and subsequent polling happen correctly. ( for 46 payouts it showed about two times polling based on the slow 3G connection simulation )

✅ - In each of the tests, the exported CSV showed correct data

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I did a code review after doing reviews for the dispute exports PR.

The changes here are similar to the dispute exports PR, but for payouts. The PR has taken into account some recent minor changes to the appearance and wording of the export notice. The PR also uses payout instead of deposit for any newly added code, while taking care not to cause any regression by changing any existing names.

The PR tests well, I have a separate comment with the details. This is ready to 🚢 🎉

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