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Overview

The application supports two export formats: Excel (.xlsx) and PDF. Both include filtered task data, statistics, and metadata about the processing.

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Excel Export

Excel exports create multi-sheet workbooks with separate tabs for tasks and statistics.

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Implementation

The Excel export is handled by the /download/excel route in app.py:178: 
@app.route('/download/excel')
def download_excel():
    df = get_dataframe_from_temp_file() 
    if df is None:
        return redirect(url_for('index', 
            error="Os resultados expiraram. Por favor, processe o arquivo novamente."))
    
    stats = session.get('last_stats', {})
    
    output = io.BytesIO()
    with pd.ExcelWriter(output, engine='openpyxl') as writer:
        df.to_excel(writer, index=False, sheet_name='Tarefas Encontradas')
        stats_df = pd.DataFrame([
            ['Total de Registros', stats.get('total', 'N/A')],
            ['Tarefas Encontradas', stats.get('filtrados', 'N/A')],
            ['Taxa de Ocorrência (%)', stats.get('percentual', 'N/A')],
            ['Data de Geração', datetime.now().strftime('%d/%m/%Y %H:%M')]
        ], columns=['Métrica', 'Valor'])
        stats_df.to_excel(writer, index=False, sheet_name='Estatísticas')
    
    output.seek(0)
    
    return Response(
        output,
        mimetype="application/vnd.openxmlformats-officedocument.spreadsheet.sheet",
        headers={"Content-Disposition": "attachment;filename=relatorio_filtrado.xlsx"}
    )

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Excel Structure

Sheet 1: Tarefas Encontradas

Contains all filtered task records with 5 columns:
  • Data (Date)
  • Cliente (Client)
  • Endereco (Address)
  • OS Digital (Work Order)
  • Relato (Report)

Sheet 2: Estatísticas

Statistics summary with 4 metrics:
  • Total de Registros
  • Tarefas Encontradas
  • Taxa de Ocorrência (%)
  • Data de Geração (timestamp)

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Technical Details

  • Engine: openpyxl (specified in pd.ExcelWriter)
  • Format: XLSX (Office Open XML)
  • MIME type: application/vnd.openxmlformats-officedocument.spreadsheet.sheet
  • Memory handling: Uses io.BytesIO() for in-memory file generation
  • Filename: Fixed as relatorio_filtrado.xlsx
The Excel export reads filtered data from a temporary CSV file stored in the temp/ folder, not directly from the session. This prevents session size limits.

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PDF Export

PDF exports create formatted, print-ready reports with embedded styling and clickable hyperlinks.

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Implementation

The PDF export is handled by the /download/pdf route in app.py:206: 
@app.route('/download/pdf')
def download_pdf():
    df = get_dataframe_from_temp_file()
    if df is None:
        return redirect(url_for('index', 
            error="Os resultados expiraram. Por favor, processe o arquivo novamente."))
    
    stats = session.get('last_stats', {})
    palavras_utilizadas = session.get('custom_keywords', [])
    
    df_render = df.copy()
    if not df.empty:
        df_render['OS Digital'] = df_render['OS Digital'].apply(criar_links)

    tabela_html = df_render.to_html(
        index=False, escape=False, classes="tabela-pdf"
    ) if not df.empty else "<p>Nenhuma tarefa encontrada.</p>"
    
    full_html = f"""
    <html>
      <head>
        <meta charset="utf-8">
        <style>
          body {{ font-family: Arial, sans-serif; margin: 20px; color: #333; }}
          h1 {{ color: #0056b3; }}
          .header {{ padding: 20px; margin-bottom: 20px; border-radius: 5px; 
                     background-color: #f8f9fa; }}
          .stats {{ display: flex; justify-content: space-around; margin: 20px 0; 
                    background-color: #e9ecef; padding: 15px; border-radius: 5px; }}
          .stat-box {{ text-align: center; }}
          .stat-number {{ font-size: 24px; font-weight: bold; color: #007bff; }}
          .palavras-chave {{ background-color: #fff3cd; padding: 15px; 
                             margin: 20px 0; border-radius: 5px; 
                             border-left: 4px solid #ffc107; }}
          .tabela-pdf {{ border-collapse: collapse; width: 100%; font-size: 10px; }}
          .tabela-pdf th, .tabela-pdf td {{ text-align: left; padding: 6px; 
                                             border: 1px solid #ddd; }}
          .tabela-pdf th {{ background-color: #f2f2f2; }}
          a {{ color: #007bff; text-decoration: none; }}
        </style>
      </head>
      <body>
        <div class="header">
          <h1>Relatório de Tarefas com Ação Necessária</h1>
          <p><strong>Gerado em:</strong> {datetime.now().strftime('%d/%m/%Y às %H:%M')}</p>
        </div>
        <div class="stats">
          <div class="stat-box">
            <div class="stat-number">{stats.get('total', 'N/A')}</div>
            <div>Total de Registros</div>
          </div>
          <div class="stat-box">
            <div class="stat-number">{stats.get('filtrados', 'N/A')}</div>
            <div>Tarefas Encontradas</div>
          </div>
          <div class="stat-box">
            <div class="stat-number">{stats.get('percentual', 'N/A')}%</div>
            <div>Taxa de Ocorrência</div>
          </div>
        </div>
        <div class="palavras-chave">
          <h3>Palavras-chave utilizadas:</h3>
          <p>{', '.join(palavras_utilizadas)}</p>
        </div>
        {tabela_html}
      </body>
    </html>
    """
    
    pdf = HTML(string=full_html).write_pdf()

    return Response(
        pdf,
        mimetype="application/pdf",
        headers={"Content-Disposition": "attachment;filename=relatorio_filtrado.pdf"}
    )

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PDF Structure

1

Header Section

Title and generation timestamp with blue styling
2

Statistics Dashboard

Visual boxes displaying total, filtered, and percentage metrics
3

Keywords Section

Yellow-highlighted box showing all keywords used in filtering
4

Data Table

Formatted table with all filtered tasks and clickable OS Digital links

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PDF Features

Clickable Links

OS Digital URLs are converted to HTML links using criar_links() function

Custom Styling

Inline CSS with Bootstrap-inspired colors and responsive layout

UTF-8 Support

Proper encoding for Portuguese characters (ç, ã, õ, etc.)

Print-Ready

Optimized font sizes (10px for table) and page margins
The criar_links() helper function (from app.py:26) converts URLs to clickable HTML: 
def criar_links(url):
    """Transforma URLs em links HTML clicáveis"""
    if isinstance(url, str) and url.startswith('http'):
        return f'<a href="{url}" target="_blank">{url}</a>'
    return url

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Temporary File Management

Both export routes use the get_dataframe_from_temp_file() function to retrieve filtered data: 
def get_dataframe_from_temp_file():
    """Pega o nome do arquivo da sessão e o lê como um DataFrame."""
    temp_filename = session.get('temp_filename')
    if not temp_filename:
        return None
    
    file_path = os.path.join(TEMP_FOLDER, temp_filename)
    
    if os.path.exists(file_path):
        return pd.read_csv(file_path)
    return None
If the temporary file is deleted or the session expires, the export will fail with an error message: “Os resultados expiraram. Por favor, processe o arquivo novamente.”

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Comparison Table

FeatureExcelPDF
Multiple sheetsYes (2 sheets)No
EditableYesNo
Clickable linksNoYes
Visual stylingBasicRich HTML/CSS
File sizeSmallerLarger
Keywords shownNoYes
Generation libraryopenpyxlweasyprint
Best forData analysisSharing/printing

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Response Headers

Both exports use Flask’s Response object with proper MIME types: 
mimetype="application/vnd.openxmlformats-officedocument.spreadsheet.sheet"
headers={"Content-Disposition": "attachment;filename=relatorio_filtrado.xlsx"}
The Content-Disposition: attachment header forces the browser to download the file rather than display it inline.

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Error Handling

Both routes handle missing data gracefully:
  1. Check if temporary file exists
  2. Redirect to index with error message if not found
  3. Use .get() with default values for stats (prevents KeyError)
  4. Handle empty DataFrames with conditional rendering

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