CE-881 - Refactoring exports & reports

- add some fields together into ReportDestination class
- pass more data into export streamers (views) and add preRun method
- Add queryHint POTENTIALLY_LARGE_NUMBER_OF_RESULTS
- add pivot views
- optionally take in full ReportMetaData object instead of a name (e.g., for a user-defined/saved report)

qqq-backend-core/src/main/java/com/kingsrook/qqq/backend/core/actions/reporting/CsvExportStreamer.java

@@ -31,6 +31,7 @@ import com.kingsrook.qqq.backend.core.logging.QLogger;
 import com.kingsrook.qqq.backend.core.model.actions.reporting.ExportInput;
 import com.kingsrook.qqq.backend.core.model.data.QRecord;
 import com.kingsrook.qqq.backend.core.model.metadata.fields.QFieldMetaData;
+import com.kingsrook.qqq.backend.core.model.metadata.reporting.QReportView;
 import com.kingsrook.qqq.backend.core.model.metadata.tables.QTableMetaData;
 import com.kingsrook.qqq.backend.core.utils.StringUtils;
 
@@ -65,12 +66,12 @@ public class CsvExportStreamer implements ExportStreamerInterface
     **
     *******************************************************************************/
    @Override
-   public void start(ExportInput exportInput, List<QFieldMetaData> fields, String label) throws QReportingException
+   public void start(ExportInput exportInput, List<QFieldMetaData> fields, String label, QReportView view) throws QReportingException
    {
       this.exportInput = exportInput;
       this.fields = fields;
       table = exportInput.getTable();
-      outputStream = this.exportInput.getReportOutputStream();
+      outputStream = this.exportInput.getReportDestination().getReportOutputStream();
 
       writeTitleAndHeader();
    }

qqq-backend-core/src/main/java/com/kingsrook/qqq/backend/core/actions/reporting/ExportAction.java

@@ -52,6 +52,7 @@ import com.kingsrook.qqq.backend.core.model.actions.tables.query.QueryJoin;
 import com.kingsrook.qqq.backend.core.model.data.QRecord;
 import com.kingsrook.qqq.backend.core.model.metadata.fields.QFieldMetaData;
 import com.kingsrook.qqq.backend.core.model.metadata.fields.QFieldType;
+import com.kingsrook.qqq.backend.core.model.metadata.reporting.QReportView;
 import com.kingsrook.qqq.backend.core.model.metadata.tables.ExposedJoin;
 import com.kingsrook.qqq.backend.core.model.metadata.tables.QTableMetaData;
 import com.kingsrook.qqq.backend.core.modules.backend.QBackendModuleDispatcher;
@@ -138,7 +139,7 @@ public class ExportAction
       ///////////////////////////////////////////////////////////////////////////////////////////////////////////
       // check if this report format has a max-rows limit -- if so, do a count to verify we're under the limit //
       ///////////////////////////////////////////////////////////////////////////////////////////////////////////
-      ReportFormat reportFormat = exportInput.getReportFormat();
+      ReportFormat reportFormat = exportInput.getReportDestination().getReportFormat();
       verifyCountUnderMax(exportInput, backendModule, reportFormat);
 
       preExecuteRan = true;
@@ -232,6 +233,7 @@ public class ExportAction
       }
       queryInput.getFilter().setLimit(exportInput.getLimit());
       queryInput.setShouldTranslatePossibleValues(true);
+      queryInput.withQueryHint(QueryInput.QueryHint.POTENTIALLY_LARGE_NUMBER_OF_RESULTS);
 
       /////////////////////////////////////////////////////////////////
       // tell this query that it needs to put its output into a pipe //
@@ -242,10 +244,19 @@ public class ExportAction
       ////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
       // set up a report streamer, which will read rows from the pipe, and write formatted report rows to the output stream //
       ////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
-      ReportFormat            reportFormat   = exportInput.getReportFormat();
+      ReportFormat            reportFormat   = exportInput.getReportDestination().getReportFormat();
       ExportStreamerInterface reportStreamer = reportFormat.newReportStreamer();
       List<QFieldMetaData>    fields         = getFields(exportInput);
-      reportStreamer.start(exportInput, fields, "Sheet 1");
+
+      //////////////////////////////////////////////////////////
+      // it seems we can pass a view with just a name in here //
+      //////////////////////////////////////////////////////////
+      List<QReportView> views = new ArrayList<>();
+      views.add(new QReportView()
+         .withName("export"));
+
+      reportStreamer.preRun(exportInput.getReportDestination(), views);
+      reportStreamer.start(exportInput, fields, "Sheet 1", views.get(0));
 
       //////////////////////////////////////////
       // run the query action as an async job //
@@ -334,7 +345,7 @@ public class ExportAction
 
       try
       {
-         exportInput.getReportOutputStream().close();
+         exportInput.getReportDestination().getReportOutputStream().close();
       }
       catch(Exception e)
       {

qqq-backend-core/src/main/java/com/kingsrook/qqq/backend/core/actions/reporting/ExportStreamerInterface.java

@@ -26,8 +26,10 @@ import java.util.List;
 import java.util.Map;
 import com.kingsrook.qqq.backend.core.exceptions.QReportingException;
 import com.kingsrook.qqq.backend.core.model.actions.reporting.ExportInput;
+import com.kingsrook.qqq.backend.core.model.actions.reporting.ReportDestination;
 import com.kingsrook.qqq.backend.core.model.data.QRecord;
 import com.kingsrook.qqq.backend.core.model.metadata.fields.QFieldMetaData;
+import com.kingsrook.qqq.backend.core.model.metadata.reporting.QReportView;
 
 
 /*******************************************************************************
@@ -35,20 +37,14 @@ import com.kingsrook.qqq.backend.core.model.metadata.fields.QFieldMetaData;
  *******************************************************************************/
 public interface ExportStreamerInterface
 {
-   /*******************************************************************************
-    ** Called once, before any rows are available.  Meant to write a header, for example.
-    *******************************************************************************/
-   void start(ExportInput exportInput, List<QFieldMetaData> fields, String label) throws QReportingException;
 
    /*******************************************************************************
-    ** Called as records flow into the pipe.
-    ******************************************************************************/
-   void addRecords(List<QRecord> recordList) throws QReportingException;
-
-   /*******************************************************************************
-    ** Called once, after all rows are available.  Meant to write a footer, or close resources, for example.
+    ** Called once, before any sheets are actually being produced.
     *******************************************************************************/
-   void finish() throws QReportingException;
+   default void preRun(ReportDestination reportDestination, List<QReportView> views) throws QReportingException
+   {
+      // noop in base class
+   }
 
    /*******************************************************************************
     **
@@ -58,6 +54,20 @@ public interface ExportStreamerInterface
       // noop in base class
    }
 
+   /*******************************************************************************
+    ** Called once per sheet, before any rows are available.  Meant to write a
+    ** header, for example.
+    **
+    ** If multiple sheets are being created, there is no separate end-sheet call.
+    ** Rather, a new one will just get started...
+    *******************************************************************************/
+   void start(ExportInput exportInput, List<QFieldMetaData> fields, String label, QReportView view) throws QReportingException;
+
+   /*******************************************************************************
+    ** Called as records flow into the pipe.
+    ******************************************************************************/
+   void addRecords(List<QRecord> recordList) throws QReportingException;
+
    /*******************************************************************************
     **
     *******************************************************************************/
@@ -65,4 +75,11 @@ public interface ExportStreamerInterface
    {
       addRecords(List.of(record));
    }
+
+   /*******************************************************************************
+    ** Called after all sheets are complete.  Meant to do a final write, or close
+    ** resources, for example.
+    *******************************************************************************/
+   void finish() throws QReportingException;
+
 }

qqq-backend-core/src/main/java/com/kingsrook/qqq/backend/core/actions/reporting/GenerateReportAction.java

@@ -41,6 +41,7 @@ import com.kingsrook.qqq.backend.core.actions.reporting.customizers.DataSourceQu
 import com.kingsrook.qqq.backend.core.actions.reporting.customizers.ReportViewCustomizer;
 import com.kingsrook.qqq.backend.core.actions.tables.QueryAction;
 import com.kingsrook.qqq.backend.core.actions.values.QValueFormatter;
+import com.kingsrook.qqq.backend.core.context.QContext;
 import com.kingsrook.qqq.backend.core.exceptions.QException;
 import com.kingsrook.qqq.backend.core.exceptions.QFormulaException;
 import com.kingsrook.qqq.backend.core.exceptions.QReportingException;
@@ -108,9 +109,9 @@ public class GenerateReportAction
    Map<String, AggregatesInterface<?>> totalAggregates         = new HashMap<>();
    Map<String, AggregatesInterface<?>> varianceTotalAggregates = new HashMap<>();
 
-   private QReportMetaData         report;
-   private ReportFormat            reportFormat;
    private ExportStreamerInterface reportStreamer;
+   private List<QReportDataSource> dataSources;
+   private List<QReportView>       views;
 
 
 
@@ -119,33 +120,39 @@ public class GenerateReportAction
     *******************************************************************************/
    public void execute(ReportInput reportInput) throws QException
    {
-      report = reportInput.getInstance().getReport(reportInput.getReportName());
-      reportFormat = reportInput.getReportFormat();
+      QReportMetaData report = getReportMetaData(reportInput);
+
+      this.views = report.getViews();
+      this.dataSources = report.getDataSources();
+
+      ReportFormat reportFormat = reportInput.getReportDestination().getReportFormat();
       if(reportFormat == null)
       {
          throw new QException("Report format was not specified.");
       }
       reportStreamer = reportFormat.newReportStreamer();
 
+      reportStreamer.preRun(reportInput.getReportDestination(), views);
+
       ////////////////////////////////////////////////////////////////////////////////////////////////
       // foreach data source, do a query (possibly more than 1, if it goes to multiple table views) //
       ////////////////////////////////////////////////////////////////////////////////////////////////
-      for(QReportDataSource dataSource : report.getDataSources())
+      for(QReportDataSource dataSource : dataSources)
       {
          //////////////////////////////////////////////////////////////////////////////
          // make a list of the views that use this data source for various purposes. //
          //////////////////////////////////////////////////////////////////////////////
-         List<QReportView> dataSourceTableViews = report.getViews().stream()
+         List<QReportView> dataSourceTableViews = views.stream()
             .filter(v -> v.getType().equals(ReportType.TABLE))
             .filter(v -> v.getDataSourceName().equals(dataSource.getName()))
             .toList();
 
-         List<QReportView> dataSourceSummaryViews = report.getViews().stream()
+         List<QReportView> dataSourceSummaryViews = views.stream()
             .filter(v -> v.getType().equals(ReportType.SUMMARY))
             .filter(v -> v.getDataSourceName().equals(dataSource.getName()))
             .toList();
 
-         List<QReportView> dataSourceVariantViews = report.getViews().stream()
+         List<QReportView> dataSourceVariantViews = views.stream()
             .filter(v -> v.getType().equals(ReportType.SUMMARY))
             .filter(v -> v.getVarianceDataSourceName() != null && v.getVarianceDataSourceName().equals(dataSource.getName()))
             .toList();
@@ -190,13 +197,29 @@ public class GenerateReportAction
          }
       }
 
+      ////////////////////////////////////////
+      // add pivot sheets                   //
+      // todo - but, only for Excel, right? //
+      ////////////////////////////////////////
+      for(QReportView view : views)
+      {
+         if(view.getType().equals(ReportType.PIVOT))
+         {
+            startTableView(reportInput, null, view);
+
+            //////////////////////////////////////////////////////////////////////////
+            // there's no data to add to a pivot table, so nothing else to do here. //
+            //////////////////////////////////////////////////////////////////////////
+         }
+      }
+
       outputSummaries(reportInput);
 
       reportStreamer.finish();
 
       try
       {
-         reportInput.getReportOutputStream().close();
+         reportInput.getReportDestination().getReportOutputStream().close();
       }
       catch(Exception e)
       {
@@ -206,31 +229,50 @@ public class GenerateReportAction
 
 
 
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   private QReportMetaData getReportMetaData(ReportInput reportInput) throws QException
+   {
+      if(reportInput.getReportMetaData() != null)
+      {
+         return reportInput.getReportMetaData();
+      }
+
+      if(StringUtils.hasContent(reportInput.getReportName()))
+      {
+         return QContext.getQInstance().getReport(reportInput.getReportName());
+      }
+
+      throw (new QReportingException("ReportInput did not contain required parameters to identify the report being generated"));
+   }
+
+
+
    /*******************************************************************************
     **
     *******************************************************************************/
    private void startTableView(ReportInput reportInput, QReportDataSource dataSource, QReportView reportView) throws QException
    {
-      QTableMetaData table = reportInput.getInstance().getTable(dataSource.getSourceTable());
-
       QMetaDataVariableInterpreter variableInterpreter = new QMetaDataVariableInterpreter();
       variableInterpreter.addValueMap("input", reportInput.getInputValues());
 
       ExportInput exportInput = new ExportInput();
-      exportInput.setReportFormat(reportFormat);
-      exportInput.setFilename(reportInput.getFilename());
+      exportInput.setReportDestination(reportInput.getReportDestination());
       exportInput.setTitleRow(getTitle(reportView, variableInterpreter));
       exportInput.setIncludeHeaderRow(reportView.getIncludeHeaderRow());
-      exportInput.setReportOutputStream(reportInput.getReportOutputStream());
 
       JoinsContext joinsContext = null;
-      if(StringUtils.hasContent(dataSource.getSourceTable()))
+      if(dataSource != null)
       {
-         joinsContext = new JoinsContext(exportInput.getInstance(), dataSource.getSourceTable(), dataSource.getQueryJoins(), dataSource.getQueryFilter());
+         if(StringUtils.hasContent(dataSource.getSourceTable()))
+         {
+            joinsContext = new JoinsContext(exportInput.getInstance(), dataSource.getSourceTable(), dataSource.getQueryJoins(), dataSource.getQueryFilter());
+         }
       }
 
       List<QFieldMetaData> fields = new ArrayList<>();
-      for(QReportField column : reportView.getColumns())
+      for(QReportField column : CollectionUtils.nonNullList(reportView.getColumns()))
       {
          if(column.getIsVirtual())
          {
@@ -256,7 +298,7 @@ public class GenerateReportAction
       }
 
       reportStreamer.setDisplayFormats(getDisplayFormatMap(fields));
-      reportStreamer.start(exportInput, fields, reportView.getLabel());
+      reportStreamer.start(exportInput, fields, reportView.getLabel(), reportView);
    }
 
 
@@ -307,6 +349,7 @@ public class GenerateReportAction
             queryInput.setTableName(dataSource.getSourceTable());
             queryInput.setFilter(queryFilter);
             queryInput.setQueryJoins(dataSource.getQueryJoins());
+            queryInput.withQueryHint(QueryInput.QueryHint.POTENTIALLY_LARGE_NUMBER_OF_RESULTS);
 
             queryInput.setShouldTranslatePossibleValues(true);
             queryInput.setFieldsToTranslatePossibleValues(setupFieldsToTranslatePossibleValues(reportInput, dataSource, new JoinsContext(reportInput.getInstance(), dataSource.getSourceTable(), dataSource.getQueryJoins(), queryInput.getFilter())));
@@ -371,7 +414,7 @@ public class GenerateReportAction
    {
       Set<String> fieldsToTranslatePossibleValues = new HashSet<>();
 
-      for(QReportView view : report.getViews())
+      for(QReportView view : views)
       {
          for(QReportField column : CollectionUtils.nonNullList(view.getColumns()))
          {
@@ -577,22 +620,20 @@ public class GenerateReportAction
     *******************************************************************************/
    private void outputSummaries(ReportInput reportInput) throws QReportingException, QFormulaException
    {
-      List<QReportView> reportViews = report.getViews().stream().filter(v -> v.getType().equals(ReportType.SUMMARY)).toList();
+      List<QReportView> reportViews = views.stream().filter(v -> v.getType().equals(ReportType.SUMMARY)).toList();
       for(QReportView view : reportViews)
       {
-         QReportDataSource dataSource    = report.getDataSource(view.getDataSourceName());
+         QReportDataSource dataSource    = getDataSource(view.getDataSourceName());
          QTableMetaData    table         = reportInput.getInstance().getTable(dataSource.getSourceTable());
          SummaryOutput     summaryOutput = computeSummaryRowsForView(reportInput, view, table);
 
          ExportInput exportInput = new ExportInput();
-         exportInput.setReportFormat(reportFormat);
-         exportInput.setFilename(reportInput.getFilename());
+         exportInput.setReportDestination(reportInput.getReportDestination());
          exportInput.setTitleRow(summaryOutput.titleRow);
          exportInput.setIncludeHeaderRow(view.getIncludeHeaderRow());
-         exportInput.setReportOutputStream(reportInput.getReportOutputStream());
 
          reportStreamer.setDisplayFormats(getDisplayFormatMap(view));
-         reportStreamer.start(exportInput, getFields(table, view), view.getLabel());
+         reportStreamer.start(exportInput, getFields(table, view), view.getLabel(), view);
 
          reportStreamer.addRecords(summaryOutput.summaryRows); // todo - what if this set is huge?
 
@@ -605,6 +646,24 @@ public class GenerateReportAction
 
 
 
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   private QReportDataSource getDataSource(String dataSourceName)
+   {
+      for(QReportDataSource dataSource : CollectionUtils.nonNullList(dataSources))
+      {
+         if(dataSource.getName().equals(dataSourceName))
+         {
+            return (dataSource);
+         }
+      }
+
+      return (null);
+   }
+
+
+
    /*******************************************************************************
     **
     *******************************************************************************/

qqq-backend-core/src/main/java/com/kingsrook/qqq/backend/core/actions/reporting/JsonExportStreamer.java

@@ -34,6 +34,7 @@ import com.kingsrook.qqq.backend.core.logging.QLogger;
 import com.kingsrook.qqq.backend.core.model.actions.reporting.ExportInput;
 import com.kingsrook.qqq.backend.core.model.data.QRecord;
 import com.kingsrook.qqq.backend.core.model.metadata.fields.QFieldMetaData;
+import com.kingsrook.qqq.backend.core.model.metadata.reporting.QReportView;
 import com.kingsrook.qqq.backend.core.model.metadata.tables.QTableMetaData;
 import com.kingsrook.qqq.backend.core.utils.JsonUtils;
 import com.kingsrook.qqq.backend.core.utils.StringUtils;
@@ -69,12 +70,12 @@ public class JsonExportStreamer implements ExportStreamerInterface
     **
     *******************************************************************************/
    @Override
-   public void start(ExportInput exportInput, List<QFieldMetaData> fields, String label) throws QReportingException
+   public void start(ExportInput exportInput, List<QFieldMetaData> fields, String label, QReportView view) throws QReportingException
    {
       this.exportInput = exportInput;
       this.fields = fields;
       table = exportInput.getTable();
-      outputStream = this.exportInput.getReportOutputStream();
+      outputStream = this.exportInput.getReportDestination().getReportOutputStream();
 
       try
       {

qqq-backend-core/src/main/java/com/kingsrook/qqq/backend/core/actions/reporting/ListOfMapsExportStreamer.java

@@ -31,6 +31,7 @@ import com.kingsrook.qqq.backend.core.logging.QLogger;
 import com.kingsrook.qqq.backend.core.model.actions.reporting.ExportInput;
 import com.kingsrook.qqq.backend.core.model.data.QRecord;
 import com.kingsrook.qqq.backend.core.model.metadata.fields.QFieldMetaData;
+import com.kingsrook.qqq.backend.core.model.metadata.reporting.QReportView;
 
 
 /*******************************************************************************
@@ -87,7 +88,7 @@ public class ListOfMapsExportStreamer implements ExportStreamerInterface
     **
     *******************************************************************************/
    @Override
-   public void start(ExportInput exportInput, List<QFieldMetaData> fields, String label) throws QReportingException
+   public void start(ExportInput exportInput, List<QFieldMetaData> fields, String label, QReportView view) throws QReportingException
    {
       this.exportInput = exportInput;
       this.fields = fields;

qqq-backend-core/src/main/java/com/kingsrook/qqq/backend/core/actions/reporting/ReportUtils.java

@@ -0,0 +1,51 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+package com.kingsrook.qqq.backend.core.actions.reporting;
+
+
+import java.util.List;
+import java.util.Optional;
+import com.kingsrook.qqq.backend.core.exceptions.QReportingException;
+import com.kingsrook.qqq.backend.core.model.metadata.reporting.QReportView;
+
+
+/*******************************************************************************
+ **
+ *******************************************************************************/
+public class ReportUtils
+{
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   public static QReportView getSourceViewForPivotTableView(List<QReportView> views, QReportView pivotTableView) throws QReportingException
+   {
+      Optional<QReportView> sourceView = views.stream().filter(v -> v.getName().equals(pivotTableView.getPivotTableSourceViewName())).findFirst();
+      if(sourceView.isEmpty())
+      {
+         throw (new QReportingException("Could not find data view [" + pivotTableView.getPivotTableSourceViewName() + "] for pivot table view [" + pivotTableView.getName() + "]"));
+      }
+
+      return sourceView.get();
+   }
+
+}

qqq-backend-core/src/main/java/com/kingsrook/qqq/backend/core/model/actions/reporting/ExportInput.java

@@ -22,7 +22,6 @@
 package com.kingsrook.qqq.backend.core.model.actions.reporting;
 
 
-import java.io.OutputStream;
 import java.util.List;
 import com.kingsrook.qqq.backend.core.model.actions.AbstractTableActionInput;
 import com.kingsrook.qqq.backend.core.model.actions.tables.query.QQueryFilter;
@@ -37,9 +36,8 @@ public class ExportInput extends AbstractTableActionInput
    private Integer      limit;
    private List<String> fieldNames;
 
-   private String       filename;
-   private ReportFormat reportFormat;
-   private OutputStream reportOutputStream;
+   private ReportDestination reportDestination;
+
    private String       titleRow;
    private boolean      includeHeaderRow = true;
 
@@ -120,71 +118,6 @@ public class ExportInput extends AbstractTableActionInput
 
 
 
-   /*******************************************************************************
-    ** Getter for filename
-    **
-    *******************************************************************************/
-   public String getFilename()
-   {
-      return filename;
-   }
-
-
-
-   /*******************************************************************************
-    ** Setter for filename
-    **
-    *******************************************************************************/
-   public void setFilename(String filename)
-   {
-      this.filename = filename;
-   }
-
-
-
-   /*******************************************************************************
-    ** Getter for reportFormat
-    **
-    *******************************************************************************/
-   public ReportFormat getReportFormat()
-   {
-      return reportFormat;
-   }
-
-
-
-   /*******************************************************************************
-    ** Setter for reportFormat
-    **
-    *******************************************************************************/
-   public void setReportFormat(ReportFormat reportFormat)
-   {
-      this.reportFormat = reportFormat;
-   }
-
-
-
-   /*******************************************************************************
-    ** Getter for reportOutputStream
-    **
-    *******************************************************************************/
-   public OutputStream getReportOutputStream()
-   {
-      return reportOutputStream;
-   }
-
-
-
-   /*******************************************************************************
-    ** Setter for reportOutputStream
-    **
-    *******************************************************************************/
-   public void setReportOutputStream(OutputStream reportOutputStream)
-   {
-      this.reportOutputStream = reportOutputStream;
-   }
-
-
 
    /*******************************************************************************
     **
@@ -226,4 +159,36 @@ public class ExportInput extends AbstractTableActionInput
       this.includeHeaderRow = includeHeaderRow;
    }
 
+
+
+   /*******************************************************************************
+    ** Getter for reportDestination
+    *******************************************************************************/
+   public ReportDestination getReportDestination()
+   {
+      return (this.reportDestination);
+   }
+
+
+
+   /*******************************************************************************
+    ** Setter for reportDestination
+    *******************************************************************************/
+   public void setReportDestination(ReportDestination reportDestination)
+   {
+      this.reportDestination = reportDestination;
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for reportDestination
+    *******************************************************************************/
+   public ExportInput withReportDestination(ReportDestination reportDestination)
+   {
+      this.reportDestination = reportDestination;
+      return (this);
+   }
+
+
 }

qqq-backend-core/src/main/java/com/kingsrook/qqq/backend/core/model/actions/reporting/ReportDestination.java

@@ -0,0 +1,130 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+package com.kingsrook.qqq.backend.core.model.actions.reporting;
+
+
+import java.io.OutputStream;
+
+
+/*******************************************************************************
+ **
+ *******************************************************************************/
+public class ReportDestination
+{
+   private String       filename;
+   private ReportFormat reportFormat;
+   private OutputStream reportOutputStream;
+
+
+
+   /*******************************************************************************
+    ** Getter for filename
+    *******************************************************************************/
+   public String getFilename()
+   {
+      return (this.filename);
+   }
+
+
+
+   /*******************************************************************************
+    ** Setter for filename
+    *******************************************************************************/
+   public void setFilename(String filename)
+   {
+      this.filename = filename;
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for filename
+    *******************************************************************************/
+   public ReportDestination withFilename(String filename)
+   {
+      this.filename = filename;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for reportFormat
+    *******************************************************************************/
+   public ReportFormat getReportFormat()
+   {
+      return (this.reportFormat);
+   }
+
+
+
+   /*******************************************************************************
+    ** Setter for reportFormat
+    *******************************************************************************/
+   public void setReportFormat(ReportFormat reportFormat)
+   {
+      this.reportFormat = reportFormat;
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for reportFormat
+    *******************************************************************************/
+   public ReportDestination withReportFormat(ReportFormat reportFormat)
+   {
+      this.reportFormat = reportFormat;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for reportOutputStream
+    *******************************************************************************/
+   public OutputStream getReportOutputStream()
+   {
+      return (this.reportOutputStream);
+   }
+
+
+
+   /*******************************************************************************
+    ** Setter for reportOutputStream
+    *******************************************************************************/
+   public void setReportOutputStream(OutputStream reportOutputStream)
+   {
+      this.reportOutputStream = reportOutputStream;
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for reportOutputStream
+    *******************************************************************************/
+   public ReportDestination withReportOutputStream(OutputStream reportOutputStream)
+   {
+      this.reportOutputStream = reportOutputStream;
+      return (this);
+   }
+
+}

qqq-backend-core/src/main/java/com/kingsrook/qqq/backend/core/model/actions/reporting/ReportFormat.java

@@ -25,10 +25,10 @@ package com.kingsrook.qqq.backend.core.model.actions.reporting;
 import java.util.Locale;
 import java.util.function.Supplier;
 import com.kingsrook.qqq.backend.core.actions.reporting.CsvExportStreamer;
-import com.kingsrook.qqq.backend.core.actions.reporting.ExcelExportStreamer;
 import com.kingsrook.qqq.backend.core.actions.reporting.ExportStreamerInterface;
 import com.kingsrook.qqq.backend.core.actions.reporting.JsonExportStreamer;
 import com.kingsrook.qqq.backend.core.actions.reporting.ListOfMapsExportStreamer;
+import com.kingsrook.qqq.backend.core.actions.reporting.excel.poi.ExcelPoiBasedStreamingExportStreamer;
 import com.kingsrook.qqq.backend.core.exceptions.QUserFacingException;
 import com.kingsrook.qqq.backend.core.utils.StringUtils;
 import org.dhatim.fastexcel.Worksheet;
@@ -39,7 +39,13 @@ import org.dhatim.fastexcel.Worksheet;
  *******************************************************************************/
 public enum ReportFormat
 {
-   XLSX(Worksheet.MAX_ROWS, Worksheet.MAX_COLS, ExcelExportStreamer::new, "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet"),
+   XLSX(Worksheet.MAX_ROWS, Worksheet.MAX_COLS, ExcelPoiBasedStreamingExportStreamer::new, "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet"),
+
+   /////////////////////////////////////////////////////////////////////////
+   // if we need to fall back to Fastexcel, this was its version of this. //
+   /////////////////////////////////////////////////////////////////////////
+   // XLSX(Worksheet.MAX_ROWS, Worksheet.MAX_COLS, ExcelFastexcelExportStreamer::new, "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet"),
+
    JSON(null, null, JsonExportStreamer::new, "application/json"),
    CSV(null, null, CsvExportStreamer::new, "text/csv"),
    LIST_OF_MAPS(null, null, ListOfMapsExportStreamer::new, null);

qqq-backend-core/src/main/java/com/kingsrook/qqq/backend/core/model/actions/reporting/ReportInput.java

@@ -22,11 +22,11 @@
 package com.kingsrook.qqq.backend.core.model.actions.reporting;
 
 
-import java.io.OutputStream;
 import java.io.Serializable;
 import java.util.HashMap;
 import java.util.Map;
 import com.kingsrook.qqq.backend.core.model.actions.AbstractTableActionInput;
+import com.kingsrook.qqq.backend.core.model.metadata.reporting.QReportMetaData;
 
 
 /*******************************************************************************
@@ -34,12 +34,12 @@ import com.kingsrook.qqq.backend.core.model.actions.AbstractTableActionInput;
  *******************************************************************************/
 public class ReportInput extends AbstractTableActionInput
 {
-   private String                    reportName;
+   private String          reportName;
+   private QReportMetaData reportMetaData;
+
    private Map<String, Serializable> inputValues;
 
-   private String       filename;
-   private ReportFormat reportFormat;
-   private OutputStream reportOutputStream;
+   private ReportDestination reportDestination;
 
 
 
@@ -111,66 +111,63 @@ public class ReportInput extends AbstractTableActionInput
 
 
    /*******************************************************************************
-    ** Getter for filename
-    **
+    ** Getter for reportDestination
     *******************************************************************************/
-   public String getFilename()
+   public ReportDestination getReportDestination()
    {
-      return filename;
+      return (this.reportDestination);
    }
 
 
 
    /*******************************************************************************
-    ** Setter for filename
-    **
+    ** Setter for reportDestination
     *******************************************************************************/
-   public void setFilename(String filename)
+   public void setReportDestination(ReportDestination reportDestination)
    {
-      this.filename = filename;
+      this.reportDestination = reportDestination;
    }
 
 
 
    /*******************************************************************************
-    ** Getter for reportFormat
-    **
+    ** Fluent setter for reportDestination
     *******************************************************************************/
-   public ReportFormat getReportFormat()
+   public ReportInput withReportDestination(ReportDestination reportDestination)
    {
-      return reportFormat;
+      this.reportDestination = reportDestination;
+      return (this);
+   }
+
+
+   /*******************************************************************************
+    ** Getter for reportMetaData
+    *******************************************************************************/
+   public QReportMetaData getReportMetaData()
+   {
+      return (this.reportMetaData);
    }
 
 
 
    /*******************************************************************************
-    ** Setter for reportFormat
-    **
+    ** Setter for reportMetaData
     *******************************************************************************/
-   public void setReportFormat(ReportFormat reportFormat)
+   public void setReportMetaData(QReportMetaData reportMetaData)
    {
-      this.reportFormat = reportFormat;
+      this.reportMetaData = reportMetaData;
    }
 
 
 
    /*******************************************************************************
-    ** Getter for reportOutputStream
-    **
+    ** Fluent setter for reportMetaData
     *******************************************************************************/
-   public OutputStream getReportOutputStream()
+   public ReportInput withReportMetaData(QReportMetaData reportMetaData)
    {
-      return reportOutputStream;
+      this.reportMetaData = reportMetaData;
+      return (this);
    }
 
 
-
-   /*******************************************************************************
-    ** Setter for reportOutputStream
-    **
-    *******************************************************************************/
-   public void setReportOutputStream(OutputStream reportOutputStream)
-   {
-      this.reportOutputStream = reportOutputStream;
-   }
 }

qqq-backend-core/src/main/java/com/kingsrook/qqq/backend/core/processes/implementations/reports/ExecuteReportStep.java

@@ -34,6 +34,7 @@ import com.kingsrook.qqq.backend.core.actions.reporting.GenerateReportAction;
 import com.kingsrook.qqq.backend.core.exceptions.QException;
 import com.kingsrook.qqq.backend.core.model.actions.processes.RunBackendStepInput;
 import com.kingsrook.qqq.backend.core.model.actions.processes.RunBackendStepOutput;
+import com.kingsrook.qqq.backend.core.model.actions.reporting.ReportDestination;
 import com.kingsrook.qqq.backend.core.model.actions.reporting.ReportFormat;
 import com.kingsrook.qqq.backend.core.model.actions.reporting.ReportInput;
 import com.kingsrook.qqq.backend.core.model.metadata.reporting.QReportMetaData;
@@ -66,8 +67,9 @@ public class ExecuteReportStep implements BackendStep
          {
             ReportInput reportInput = new ReportInput();
             reportInput.setReportName(reportName);
-            reportInput.setReportFormat(ReportFormat.XLSX); // todo - variable
-            reportInput.setReportOutputStream(reportOutputStream);
+            reportInput.setReportDestination(new ReportDestination()
+               .withReportFormat(ReportFormat.XLSX) // todo - variable
+               .withReportOutputStream(reportOutputStream));
 
             Map<String, Serializable> values = runBackendStepInput.getValues();
             reportInput.setInputValues(values);

qqq-backend-module-rdbms/src/test/java/com/kingsrook/qqq/backend/module/rdbms/reporting/GenerateReportActionRDBMSTest.java

@@ -26,6 +26,7 @@ import java.io.ByteArrayOutputStream;
 import com.kingsrook.qqq.backend.core.actions.reporting.GenerateReportAction;
 import com.kingsrook.qqq.backend.core.context.QContext;
 import com.kingsrook.qqq.backend.core.exceptions.QException;
+import com.kingsrook.qqq.backend.core.model.actions.reporting.ReportDestination;
 import com.kingsrook.qqq.backend.core.model.actions.reporting.ReportFormat;
 import com.kingsrook.qqq.backend.core.model.actions.reporting.ReportInput;
 import com.kingsrook.qqq.backend.core.model.actions.tables.query.QCriteriaOperator;
@@ -204,9 +205,12 @@ public class GenerateReportActionRDBMSTest extends RDBMSActionTest
       ReportInput reportInput = new ReportInput();
       QContext.setQSession(new QSession().withSecurityKeyValue(TestUtils.SECURITY_KEY_STORE_ALL_ACCESS, true));
       reportInput.setReportName(TEST_REPORT);
-      reportInput.setReportFormat(ReportFormat.CSV);
       ByteArrayOutputStream outputStream = new ByteArrayOutputStream();
-      reportInput.setReportOutputStream(outputStream);
+
+      reportInput.setReportDestination(new ReportDestination()
+         .withReportFormat(ReportFormat.CSV)
+         .withReportOutputStream(outputStream));
+
       new GenerateReportAction().execute(reportInput);
       return (outputStream.toString());
    }

qqq-middleware-javalin/src/main/java/com/kingsrook/qqq/backend/javalin/QJavalinImplementation.java

@@ -77,6 +77,7 @@ import com.kingsrook.qqq.backend.core.model.actions.metadata.TableMetaDataInput;
 import com.kingsrook.qqq.backend.core.model.actions.metadata.TableMetaDataOutput;
 import com.kingsrook.qqq.backend.core.model.actions.reporting.ExportInput;
 import com.kingsrook.qqq.backend.core.model.actions.reporting.ExportOutput;
+import com.kingsrook.qqq.backend.core.model.actions.reporting.ReportDestination;
 import com.kingsrook.qqq.backend.core.model.actions.reporting.ReportFormat;
 import com.kingsrook.qqq.backend.core.model.actions.tables.QInputSource;
 import com.kingsrook.qqq.backend.core.model.actions.tables.count.CountInput;
@@ -1492,10 +1493,11 @@ public class QJavalinImplementation
          setupSession(context, exportInput);
 
          exportInput.setTableName(tableName);
-         exportInput.setReportFormat(reportFormat);
 
          String filename = optionalFilename.orElse(tableName + "." + reportFormat.toString().toLowerCase(Locale.ROOT));
-         exportInput.setFilename(filename);
+         exportInput.withReportDestination(new ReportDestination()
+            .withReportFormat(reportFormat)
+            .withFilename(filename));
 
          Integer limit = QJavalinUtils.integerQueryParam(context, "limit");
          exportInput.setLimit(limit);
@@ -1526,7 +1528,7 @@ public class QJavalinImplementation
 
          UnsafeFunction<PipedOutputStream, ExportAction, Exception> preAction = (PipedOutputStream pos) ->
          {
-            exportInput.setReportOutputStream(pos);
+            exportInput.getReportDestination().setReportOutputStream(pos);
 
             ExportAction exportAction = new ExportAction();
             exportAction.preExecute(exportInput);

qqq-middleware-javalin/src/main/java/com/kingsrook/qqq/backend/javalin/QJavalinProcessHandler.java

@@ -60,6 +60,7 @@ import com.kingsrook.qqq.backend.core.model.actions.processes.ProcessState;
 import com.kingsrook.qqq.backend.core.model.actions.processes.QUploadedFile;
 import com.kingsrook.qqq.backend.core.model.actions.processes.RunProcessInput;
 import com.kingsrook.qqq.backend.core.model.actions.processes.RunProcessOutput;
+import com.kingsrook.qqq.backend.core.model.actions.reporting.ReportDestination;
 import com.kingsrook.qqq.backend.core.model.actions.reporting.ReportFormat;
 import com.kingsrook.qqq.backend.core.model.actions.reporting.ReportInput;
 import com.kingsrook.qqq.backend.core.model.actions.tables.insert.InsertInput;
@@ -203,10 +204,12 @@ public class QJavalinProcessHandler
          QJavalinImplementation.setupSession(context, reportInput);
          PermissionsHelper.checkReportPermissionThrowing(reportInput, reportName);
 
-         reportInput.setReportFormat(reportFormat);
          reportInput.setReportName(reportName);
          reportInput.setInputValues(null); // todo!
-         reportInput.setFilename(filename);
+
+         reportInput.setReportDestination(new ReportDestination()
+            .withReportFormat(reportFormat)
+            .withFilename(filename));
 
          //////////////////////////////////////////////////////////////
          // process the report's input fields, from the query string //
@@ -239,7 +242,7 @@ public class QJavalinProcessHandler
 
          UnsafeFunction<PipedOutputStream, GenerateReportAction, Exception> preAction = (PipedOutputStream pos) ->
          {
-            reportInput.setReportOutputStream(pos);
+            reportInput.getReportDestination().setReportOutputStream(pos);
 
             GenerateReportAction reportAction = new GenerateReportAction();
             // any pre-action??  export uses this for "too many rows" checks...

qqq-middleware-picocli/src/main/java/com/kingsrook/qqq/frontend/picocli/QPicoCliImplementation.java

@@ -60,6 +60,7 @@ import com.kingsrook.qqq.backend.core.model.actions.processes.RunProcessInput;
 import com.kingsrook.qqq.backend.core.model.actions.processes.RunProcessOutput;
 import com.kingsrook.qqq.backend.core.model.actions.reporting.ExportInput;
 import com.kingsrook.qqq.backend.core.model.actions.reporting.ExportOutput;
+import com.kingsrook.qqq.backend.core.model.actions.reporting.ReportDestination;
 import com.kingsrook.qqq.backend.core.model.actions.reporting.ReportFormat;
 import com.kingsrook.qqq.backend.core.model.actions.shared.mapping.AbstractQFieldMapping;
 import com.kingsrook.qqq.backend.core.model.actions.shared.mapping.QKeyBasedFieldMapping;
@@ -618,9 +619,10 @@ public class QPicoCliImplementation
          /////////////////////////////////////////////
          ExportInput exportInput = new ExportInput();
          exportInput.setTableName(tableName);
-         exportInput.setReportFormat(reportFormat);
-         exportInput.setFilename(filename);
-         exportInput.setReportOutputStream(outputStream);
+         exportInput.setReportDestination(new ReportDestination()
+            .withReportFormat(reportFormat)
+            .withFilename(filename)
+            .withReportOutputStream(outputStream));
          exportInput.setLimit(subParseResult.matchedOptionValue("limit", null));
 
          exportInput.setQueryFilter(generateQueryFilter(subParseResult));

qqq-middleware-slack/src/main/java/com/kingsrook/qqq/slack/QSlackImplementation.java

@@ -49,6 +49,7 @@ import com.kingsrook.qqq.backend.core.model.actions.metadata.MetaDataInput;
 import com.kingsrook.qqq.backend.core.model.actions.metadata.MetaDataOutput;
 import com.kingsrook.qqq.backend.core.model.actions.reporting.ExportInput;
 import com.kingsrook.qqq.backend.core.model.actions.reporting.ExportOutput;
+import com.kingsrook.qqq.backend.core.model.actions.reporting.ReportDestination;
 import com.kingsrook.qqq.backend.core.model.actions.reporting.ReportFormat;
 import com.kingsrook.qqq.backend.core.model.actions.tables.get.GetInput;
 import com.kingsrook.qqq.backend.core.model.actions.tables.get.GetOutput;
@@ -429,8 +430,11 @@ public class QSlackImplementation
          ExportInput exportInput = new ExportInput();
          exportInput.setLimit(1000);
          exportInput.setTableName(tableName);
-         exportInput.setReportFormat(ReportFormat.valueOf(format));
-         exportInput.setReportOutputStream(baos);
+
+         exportInput.setReportDestination(new ReportDestination()
+            .withReportFormat(ReportFormat.valueOf(format))
+            .withReportOutputStream(baos));
+
          setupSession(context, exportInput);
          ExportOutput output = new ExportAction().execute(exportInput);