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Add followBlueprintOrder option to export-workbook plugin#867

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devin/1762437280-follow-blueprint-order
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Add followBlueprintOrder option to export-workbook plugin#867
devin-ai-integration[bot] wants to merge 5 commits intomainfrom
devin/1762437280-follow-blueprint-order

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@devin-ai-integration devin-ai-integration Bot commented Nov 6, 2025

Summary

Adds followBlueprintOrder option to fix column order mismatch between review screen and exports. When enabled, exports columns in sheet.config.fields order (matching UI) instead of API values object order.

Also includes correctness fixes and performance optimizations identified during code review:

  • Transformer memoization to avoid redundant async calls
  • Converts excludeFields to Set for O(1) lookups
  • Fixes empty row handling to respect excludeFields and includeRecordIds
  • Hoists blueprintKeys set outside record loop
  • Sorts additional fields by key (not label) for stability
  • Adds test to guard against xlsx upgrades breaking comment shape

Link to Devin run: https://app.devin.ai/sessions/2c390f0d20a740a196f83e9bd8187531
Requested by: christopher.harrison@flatfile.io (@cnharrison)

Please explain how to summarize this PR for the Changelog:

Added followBlueprintOrder option to export columns in blueprint order (matching review screen) instead of API values order. When enabled, handles duplicate labels, additional fields, and exports all blueprint fields in correct order. Includes performance optimizations (transformer memoization, Set-based field filtering) and fixes empty row handling to respect excludeFields and includeRecordIds.

Tell code reviewer how and what to test:

⚠️ CRITICAL: This was not integration tested in a real Flatfile environment. Unit tests (8/8) passed locally, but needs manual testing with real data before merge.

Key items to review and test:

1. Backward compatibility (MOST IMPORTANT)

  • Verify existing exports WITHOUT followBlueprintOrder are completely unchanged
  • Test with various sheet configurations to ensure no regressions
  • Risk: Changes to formatCell, empty row handling, and memoization affect all exports

2. Duplicate label handling

  • Create sheet with multiple fields that transform to same label (e.g., two "Employee ID" fields)
  • Verify output shows "Employee ID" and "Employee ID (field.key)"
  • Review: Is the "(key)" suffix format acceptable for production?

3. Additional fields ordering

  • Add fields to records that aren't in blueprint
  • Verify they appear sorted by key (not label) at the end of export
  • Risk: Behavior change from previous implementation

4. Empty row handling

  • Export empty sheet with excludeFields set - verify excluded fields don't appear
  • Export empty sheet with includeRecordIds: true - verify recordId column appears
  • Risk: Behavior change that could affect templates or automated processes

5. Customer scenario (78-field blueprint)

  • Test with large blueprint (78+ fields) where only 6 are visible in UI
  • Verify the 6 visible columns move from positions 19-24 to positions 1-6
  • Verify all 78 blueprint fields export in correct order
  • Context: This is the actual customer use case that motivated this PR

6. Performance

  • Test with wide sheets (50+ fields, 1000+ records)
  • Verify no significant slowdown from transformer memoization or header building
  • Monitor memory usage with large datasets

How to enable:

exportWorkbookPlugin({
  followBlueprintOrder: true, // NEW: exports match review screen order
  // ... other options
})

What changed and why:

  • followBlueprintOrder option: When true, builds explicit header from sheet.config.fields instead of inferring from Object.keys(row)
  • Duplicate label handling: Multiple fields with same label get disambiguated as "Label (key)"
  • Extras ordering: Additional fields sorted by key (not label) for stability across transformer changes
  • Empty row fix: Now respects excludeFields and includeRecordIds for consistency
  • Performance optimizations: Memoized transformer, Set for excludeFields, hoisted blueprintKeys
  • Comment shape test: Guards against future xlsx upgrades changing comment API

Known limitations:

  • Does NOT mirror UI visibility (hidden/pinned columns) - only mirrors field order
  • Duplicate labels get "(key)" suffix - may not be ideal UX for all cases
  • Not tested with very large datasets (10k+ records, 100+ fields)

- Add followBlueprintOrder option to PluginOptions interface
- When enabled, export columns in sheet.config.fields order instead of API values order
- Handle duplicate transformed labels by disambiguating with field keys
- Support includeRecordIds option with blueprint ordering
- Append non-blueprint fields at the end of the export
- Pass explicit header array to json_to_sheet for deterministic ordering

This resolves the issue where exported column order differs from the review screen order, which follows sheet.config.fields. The option defaults to false to maintain backward compatibility.

Co-Authored-By: christopher.harrison@flatfile.io <cnharrison@gmail.com>
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promptless Bot commented Nov 6, 2025

📝 Documentation updates detected!

New suggestion: Add changelog entry for export-workbook followBlueprintOrder option

devin-ai-integration Bot and others added 4 commits November 6, 2025 14:26
When followBlueprintOrder is enabled, additional fields (not in blueprint)
are now properly collected and appended to the header array so they appear
in the export.

Changes:
- Track labelCounts, extrasKeyToUniqueLabel, and extrasHeaderOrder
- During record processing, collect additional field keys and transform them
- Disambiguate duplicate labels using the same labelCounts as blueprint fields
- Append extrasHeaderOrder to orderedHeaders before passing to json_to_sheet

This ensures additional fields appear at the end of the export instead of
being silently dropped.

Co-Authored-By: christopher.harrison@flatfile.io <cnharrison@gmail.com>
…ypes, and determinism

- Add transformer memoization to avoid redundant async calls for same keys
- Convert excludeFields to Set for O(1) lookups instead of array.includes()
- Preserve number types in cells (t: 'n' for numbers, t: 's' for strings)
- Sort extrasHeaderOrder before appending to ensure deterministic header order
- Update all columnNameTransformer calls to use memoizedTransform
- Update all excludeFields checks to use excludeFieldsSet

Note: SheetJS comment handling unchanged - our xlsx 0.20.2 types confirm
T?: boolean (thread flag) and hidden on Comments array are both valid.

Co-Authored-By: christopher.harrison@flatfile.io <cnharrison@gmail.com>
1. Filter emptyRowEntries with excludeFieldsSet to prevent header/row misalignment
2. Handle includeRecordIds for zero-row exports (add recordId to empty row and header)
3. Hoist blueprintKeys set outside record loop to avoid rebuilding per record
4. Sort extras by key (not label) for stability across transformer changes
5. Add comment shape test to guard against xlsx upgrades (T flag and hidden on array)
6. Update JSDoc to document recordId placement behavior (first column in blueprint mode, unspecified in non-blueprint mode)

All fixes verified with lint and unit tests (8/8 passing including new comment test).

Co-Authored-By: christopher.harrison@flatfile.io <cnharrison@gmail.com>
Remove automatic number type detection (t: 'n' for numbers) to avoid breaking
existing exports. All values now remain as strings (t: 's') by default.

This makes the PR fully backward compatible - only the opt-in followBlueprintOrder
option changes behavior. Existing exports continue to work exactly as before.

The number typing feature can be added later as a separate opt-in option if needed.

Co-Authored-By: christopher.harrison@flatfile.io <cnharrison@gmail.com>
@devin-ai-integration
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Closing due to inactivity for more than 7 days. Configure here.

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