dashboiard sheet export

backend/g_sheet/models.py

@@ -346,9 +346,10 @@ class FormData(SQLModel, table=True):
     async def fetch_form_data(
         cls, session: AsyncSession, *, sheet=None, search=None,
         processing_state=None, is_duplicate=None, has_linkedin=None,
-        has_resume=None, city=None, no_suggestions=None, inbox_filter=None, offset=0, limit=None,
+        has_resume=None, city=None, no_suggestions=None, inbox_filter=None,
+        offset=0, limit=None,
     ):
-        statement = select(cls).order_by(cls.sheet, cls.row_number)
+        statement = select(cls).order_by(cls.created_at.desc(), cls.id.desc())
         for clause in cls._filters(
             sheet=sheet, search=search,
             processing_state=processing_state, is_duplicate=is_duplicate,
@@ -360,7 +361,6 @@ class FormData(SQLModel, table=True):
             statement = statement.offset(offset)
         if limit is not None:
             statement = statement.limit(limit)
-        statement = statement.order_by(cls.row_number)
         result = await session.execute(statement)
         return result.scalars().all()
 

backend/inbox/models.py

@@ -1078,9 +1078,8 @@ class Inbox_Messages(SQLModel, table=True):
     async def get_inbox_messages(
         cls, session: AsyncSession, top: int | None, skip: int, search: str | None, isread: bool=True, application_status: Candidate_application_Status=Candidate_application_Status.CLOSED, assigned: bool | None=None, is_duplicate: bool | None=None, no_suggestions: bool | None=None, processing_state: str | None=None, city=None, light: bool=False
     ):
-
         statement = cls._apply_filters(
-            select(cls).order_by(cls.message_received_time.desc(),cls.id.desc()),
+            select(cls).order_by(cls.created_at.desc(), cls.id.desc()),
             search, isread, application_status, assigned, is_duplicate,
             no_suggestions, processing_state, city,
         )

backend/inbox/serializers.py

@@ -61,6 +61,7 @@ def serialize_message(message: Inbox_Messages, *, linkedin_url=None) -> dict:
         "body": message.message_body,
         "when": message.message_received_time,
         "received": message.message_received_time,
+        "created_at": message.created_at.isoformat() if message.created_at else None,
         "unread": not message.message_read,
         "attachment": message.attachment,
         "attachment_name": attachment_name,
@@ -120,6 +121,7 @@ def serialize_application(message: Inbox_Messages, *, linkedin_url=None, light:
         "position": message.message_subject,
         "source": message.message_to,
         "received": message.message_received_time,
+        "created_at": message.created_at.isoformat() if message.created_at else None,
         "unread": not message.message_read,
         "processing": processing,
         "application_status": message.application_status,

frontend/src/lib/exportXlsx.js

@@ -24,30 +24,15 @@ const BRAND = {
 
 const thin = { style: 'thin', color: { argb: BRAND.border } }
 
-/**
- * Build and download a styled .xlsx.
- *
- * @param {object} opts
- * @param {string} opts.filename   without extension
- * @param {string} opts.title      big brand-band line, e.g. "Recruitment Inbox"
- * @param {string} opts.subtitle   meta line, e.g. "All Applications · 512 rows · 02/09/2026"
- * @param {Array<{header: string, key: string, width?: number}>} opts.columns
- * @param {Array<object>} opts.rows   keyed by columns[].key; null/undefined print blank
- */
-export async function exportStyledXlsx({ filename, title, subtitle, columns, rows }) {
-  const ExcelJS = (await import('exceljs')).default
-  const wb = new ExcelJS.Workbook()
-  wb.creator = 'TalentFlow ATS'
-  wb.created = new Date()
-
-  const ws = wb.addWorksheet(title.slice(0, 31) || 'Export', {
-    views: [{ state: 'frozen', ySplit: 3 }],
-  })
+function sanitizeSheetName(name) {
+  const cleaned = String(name || 'Export').replace(/[:\\/?*[\]]/g, ' ').trim()
+  return cleaned.slice(0, 31) || 'Export'
+}
 
+function paintSheet(ws, { title, subtitle, columns, rows }) {
   ws.columns = columns.map((c) => ({ key: c.key, width: c.width ?? 18 }))
-  const span = columns.length
+  const span = Math.max(1, columns.length)
 
-  // Row 1 — brand title band
   const titleRow = ws.addRow([title])
   ws.mergeCells(1, 1, 1, span)
   titleRow.height = 30
@@ -56,7 +41,6 @@ export async function exportStyledXlsx({ filename, title, subtitle, columns, row
   titleCell.fill = { type: 'pattern', pattern: 'solid', fgColor: { argb: BRAND.green } }
   titleCell.alignment = { vertical: 'middle', indent: 1 }
 
-  // Row 2 — meta line
   const metaRow = ws.addRow([subtitle])
   ws.mergeCells(2, 1, 2, span)
   metaRow.height = 20
@@ -65,7 +49,6 @@ export async function exportStyledXlsx({ filename, title, subtitle, columns, row
   metaCell.fill = { type: 'pattern', pattern: 'solid', fgColor: { argb: BRAND.mint } }
   metaCell.alignment = { vertical: 'middle', indent: 1 }
 
-  // Row 3 — column headers
   const headRow = ws.addRow(columns.map((c) => c.header))
   headRow.height = 22
   headRow.eachCell((cell) => {
@@ -75,7 +58,6 @@ export async function exportStyledXlsx({ filename, title, subtitle, columns, row
     cell.border = { bottom: { style: 'medium', color: { argb: BRAND.lime } } }
   })
 
-  // Data — zebra rows with hairline borders
   for (const [i, r] of rows.entries()) {
     const row = ws.addRow(columns.map((c) => r[c.key] ?? ''))
     row.eachCell({ includeEmpty: true }, (cell) => {
@@ -87,7 +69,9 @@ export async function exportStyledXlsx({ filename, title, subtitle, columns, row
   }
 
   ws.autoFilter = { from: { row: 3, column: 1 }, to: { row: 3, column: span } }
+}
 
+async function downloadWorkbook(wb, filename) {
   const buf = await wb.xlsx.writeBuffer()
   const blob = new Blob([buf], { type: 'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet' })
   const a = document.createElement('a')
@@ -98,3 +82,54 @@ export async function exportStyledXlsx({ filename, title, subtitle, columns, row
   a.remove()
   URL.revokeObjectURL(a.href)
 }
+
+/**
+ * Build and download a styled multi-sheet .xlsx.
+ *
+ * @param {object} opts
+ * @param {string} opts.filename  without extension
+ * @param {Array<{name?: string, title: string, subtitle: string, columns: Array<{header: string, key: string, width?: number}>, rows: Array<object>}>} opts.sheets
+ */
+export async function exportStyledWorkbook({ filename, sheets }) {
+  const ExcelJS = (await import('exceljs')).default
+  const wb = new ExcelJS.Workbook()
+  wb.creator = 'TalentFlow ATS'
+  wb.created = new Date()
+
+  const used = new Set()
+  for (const sheet of sheets) {
+    if (!sheet?.columns?.length) continue
+    let name = sanitizeSheetName(sheet.name || sheet.title)
+    if (used.has(name)) {
+      const base = name.slice(0, 28)
+      let n = 2
+      while (used.has(`${base} ${n}`)) n += 1
+      name = `${base} ${n}`
+    }
+    used.add(name)
+    const ws = wb.addWorksheet(name, {
+      views: [{ state: 'frozen', ySplit: 3 }],
+    })
+    paintSheet(ws, sheet)
+  }
+
+  if (!used.size) throw new Error('Nothing to export')
+  await downloadWorkbook(wb, filename)
+}
+
+/**
+ * Build and download a styled .xlsx.
+ *
+ * @param {object} opts
+ * @param {string} opts.filename   without extension
+ * @param {string} opts.title      big brand-band line, e.g. "Recruitment Inbox"
+ * @param {string} opts.subtitle   meta line, e.g. "All Applications · 512 rows · 02/09/2026"
+ * @param {Array<{header: string, key: string, width?: number}>} opts.columns
+ * @param {Array<object>} opts.rows   keyed by columns[].key; null/undefined print blank
+ */
+export async function exportStyledXlsx({ filename, title, subtitle, columns, rows }) {
+  return exportStyledWorkbook({
+    filename,
+    sheets: [{ name: title, title, subtitle, columns, rows }],
+  })
+}

frontend/src/screens/Dashboard.jsx

@@ -31,11 +31,14 @@ import Charts from '../lib/charts'
 import ChartCard, { widgetError } from '../ui/ChartCard'
 import PageHeader from '../ui/PageHeader'
 import { Badge, EmptyState, Icon, KpiTile } from '../ui/primitives'
+import { useToast } from '../ui/Toast'
 import { useAuth } from '../auth/AuthContext'
 import { isHiringManager } from '../auth/permissions'
 import { qk } from '../lib/queryKeys'
+import { exportStyledWorkbook } from '../lib/exportXlsx'
 import { RANGES, rangeLabel, rangeWindow } from '../lib/timeRanges'
-import { fmtWeekdayDate, fmtShort } from '../lib/format'
+import { fmtWeekdayDate, fmtShort, fmtDate } from '../lib/format'
+import { friendlyAuthError } from '../lib/errors'
 import { money } from '../data/seed'
 import * as activityApi from '../api/activity'
 import * as analyticsApi from '../api/analytics'
@@ -102,6 +105,67 @@ function fmtWhen(iso) {
   return fmtShort(iso) || '—'
 }
 
+const PERIOD_SHEET_NAMES = {
+  week: 'Weekly',
+  month: 'Monthly',
+  quarter: 'Quarterly',
+  year: 'Yearly',
+}
+
+const PERIOD_METRICS = [
+  { label: 'Open Jobs', key: 'open_jobs' },
+  { label: 'Applications', key: 'total_candidates' },
+  { label: 'Hires', key: 'hires' },
+  { label: 'Offers Sent', key: 'offers_sent' },
+  { label: 'Offers Accepted', key: 'offers_accepted' },
+  { label: 'Cost per Hire', key: 'cost_per_hire', round: true },
+]
+
+function kpiValue(kpis, key, { round = false } = {}) {
+  if (!kpis || kpis[key] == null || kpis[key] === '') return ''
+  const n = Number(kpis[key])
+  if (!Number.isFinite(n)) return kpis[key]
+  return round ? Math.round(n) : n
+}
+
+async function fetchRangeSnapshot(rangeKey, department) {
+  const span = rangeWindow(rangeKey)
+  const kpisRes = await analyticsApi.kpis({
+    ...span,
+    department: department || undefined,
+  })
+  return {
+    key: rangeKey,
+    fromDate: span.fromDate,
+    toDate: span.toDate,
+    kpis: asObject(kpisRes?.data),
+  }
+}
+
+function buildPeriodSheets({ department, snapshots, exportedAt }) {
+  const deptLabel = department || 'All Departments'
+  const stamp = fmtDate(exportedAt) || exportedAt.toISOString().slice(0, 10)
+  const columns = [
+    { header: 'Metric', key: 'metric', width: 22 },
+    { header: 'Value', key: 'value', width: 16 },
+  ]
+  return snapshots.map((s) => {
+    const name = PERIOD_SHEET_NAMES[s.key] || s.key
+    const from = fmtDate(s.fromDate) || s.fromDate
+    const to = fmtDate(s.toDate) || s.toDate
+    return {
+      name,
+      title: name,
+      subtitle: `${from} – ${to} · ${deptLabel} · exported ${stamp}`,
+      columns,
+      rows: PERIOD_METRICS.map((spec) => ({
+        metric: spec.label,
+        value: kpiValue(s.kpis, spec.key, { round: spec.round }),
+      })),
+    }
+  })
+}
+
 function ListGate({ query, title, permission, children, emptyTitle, emptyHint }) {
   if (query.isPending) {
     return (
@@ -136,12 +200,14 @@ export default function Dashboard() {
 
 function DashboardHome() {
   const navigate = useNavigate()
+  const { toast } = useToast()
   const { user } = useAuth()
   const firstName = (user?.name || 'there').split(' ')[0]
   const todayLabel = formatDashDate()
 
   const [rangeKey, setRangeKey] = useState('month')
   const [department, setDepartment] = useState('')
+  const [exporting, setExporting] = useState(false)
   // rangeWindow returns fresh ISO strings on every call — recompute only when
   // the key changes, or every render would churn the query keys below.
   const span = useMemo(() => rangeWindow(rangeKey), [rangeKey])
@@ -353,6 +419,30 @@ function DashboardHome() {
     },
   ]
 
+  async function exportDashboard() {
+    if (exporting) return
+    setExporting(true)
+    try {
+      const snapshots = await Promise.all(
+        RANGES.map((r) => fetchRangeSnapshot(r.key, department)),
+      )
+      const deptSlug = (department || 'all').toLowerCase().replace(/[^a-z0-9]+/g, '-').replace(/^-+|-+$/g, '') || 'all'
+      await exportStyledWorkbook({
+        filename: `dashboard-${deptSlug}-${new Date().toISOString().slice(0, 10)}`,
+        sheets: buildPeriodSheets({
+          department,
+          snapshots,
+          exportedAt: new Date(),
+        }),
+      })
+      toast('Dashboard exported to Excel', 'success')
+    } catch (err) {
+      toast(friendlyAuthError(err, 'Could not export the dashboard'), 'error')
+    } finally {
+      setExporting(false)
+    }
+  }
+
   return (
     <div className="page">
       <PageHeader
@@ -377,9 +467,14 @@ function DashboardHome() {
             <option value="">All Departments</option>
             {departments.map((d) => <option key={d}>{d}</option>)}
           </select>
-          <Link className="btn btn-secondary" to="/reports">
-            <Icon name="download" /> Export
-          </Link>
+          <button
+            type="button"
+            className="btn btn-secondary"
+            onClick={exportDashboard}
+            disabled={exporting}
+          >
+            <Icon name="download" /> {exporting ? 'Exporting…' : 'Export'}
+          </button>
           <Link className="btn btn-primary" to="/jobs" state={{ openCreate: true }}>
             <Icon name="plus" /> Create Job
           </Link>

frontend/src/screens/Inbox.jsx

@@ -315,6 +315,7 @@ function mapFormRow(row) {
     position: row.position_applied_for || '—',
     ...FORM_LIST_SOURCE,
     received: formReceivedAt(row.entry_date, row.entry_time, rawFormTimestamp(row)),
+    createdAt: parseGraphDate(row.created_at),
     screenedBy: row.screened_by || '',
     hrComments: row.hr_comments || '',
     gender: row.gender || '',
@@ -464,6 +465,7 @@ async function fetchMessageDetail(recordId) {
     position: row.subject || '(no subject)',
     ...sourceFrom(row.message_to),
     received: parseGraphDate(row.when) ?? parseGraphDate(row.message_sent_time),
+    createdAt: parseGraphDate(row.created_at),
     unread: Boolean(row.unread),
     processing: row.unread ? 'Unread' : 'Read',
     resumeStatus: RESUME_STATUS[row.match_status] ?? 'Pending',
@@ -521,6 +523,7 @@ async function fetchApplications(params) {
         position: row.position || '(no subject)',
         ...sourceFrom(row.source),
         received: parseGraphDate(row.received),
+        createdAt: parseGraphDate(row.created_at),
         unread: Boolean(row.unread),
         processing: row.processing || 'Unread',
         processingState: row.processing_state || null,
@@ -898,7 +901,12 @@ function BulkReadBar({ rows, selection, onSetRead, onSetAllRead, busy, canEdit,
  * Both files are mid-edit elsewhere, so this is deliberately a local copy rather
  * than a refactor of theirs.)
  */
+/** Junk location tokens — hide from the dropdown, not from the list query. */
+const HIDDEN_LOCATION = /^(KA|KAR|KARA|WAH)$/i
+
 function InboxFilters({ filters, cities, showLinkFilters, active, open, onToggle, onChange, onClear }) {
+  const locations = (cities || []).filter((name) => !HIDDEN_LOCATION.test(String(name).trim()))
+  const locationOk = filters.location && !HIDDEN_LOCATION.test(String(filters.location).trim())
   return (
     <div className="inbox-filters">
       <button
@@ -924,10 +932,10 @@ function InboxFilters({ filters, cities, showLinkFilters, active, open, onToggle
               onChange={(e) => onChange('location', e.target.value)}
             >
               <option value="">Any</option>
-              {filters.location && !cities.includes(filters.location) && (
+              {locationOk && !locations.includes(filters.location) && (
                 <option value={filters.location}>{filters.location}</option>
               )}
-              {cities.map((name) => (
+              {locations.map((name) => (
                 <option key={name} value={name}>{name}</option>
               ))}
             </select>
@@ -1069,9 +1077,9 @@ export default function Inbox() {
   }, [deepOpen, deepKind, setSearchParams])
 
   const isForms = channel === 'forms'
-  // Combined channel: each source is fetched with the UI page size, then
-  // merged newest-first. Per-source pages are not a perfect global timeline,
-  // but omitting limit dumped the whole form_data table on open.
+  // Combined channel: email and form lists both arrive newest created_at
+  // first; the merge uses that same clock so a June form cannot sit above a
+  // later email just because it was on the first sheet page.
   const isAllChannel = channel === 'all'
   const channelTabs = isForms || isAllChannel ? FORM_TABS : TABS
   const pageLimit = pageSize === 'all' ? undefined : pageSize
@@ -1211,14 +1219,17 @@ export default function Inbox() {
     }
   }, [isForms, formSheetsQuery.data, formSheet])
 
-  // All channel: one page from each source, merged newest-first.
+  // All channel: one page from each source, newest created_at first, then merged.
   const mergedRows = useMemo(() => {
     if (!isAllChannel) return null
     const emails = Array.isArray(applicationsQuery.data?.rows) ? applicationsQuery.data.rows : []
     const forms = Array.isArray(formQuery.data?.rows) ? formQuery.data.rows : []
-    return [...emails, ...forms].sort(
-      (a, b) => (b.received?.getTime() ?? 0) - (a.received?.getTime() ?? 0),
-    )
+    const when = (row) => {
+      const d = row.createdAt || row.received
+      const t = d instanceof Date ? d.getTime() : NaN
+      return Number.isFinite(t) ? t : 0
+    }
+    return [...emails, ...forms].sort((a, b) => when(b) - when(a))
   }, [isAllChannel, applicationsQuery.data, formQuery.data])
 
   const activeQuery = isAllChannel