More docs! w/ some emphasis on "reports" section
This commit is contained in:
parent
2072e41e19
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da9823324d
11
docs/base/cron.rst
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11
docs/base/cron.rst
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Scheduled Tasks
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===============
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TODO
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Luigi
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-----
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TODO
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@ -1,53 +0,0 @@
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Sending Email
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=============
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TODO
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Postfix Setup
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-------------
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TODO
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Types of Emails
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---------------
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TODO
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Configuring SMTP
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----------------
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TODO
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Configuring Recipients etc.
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---------------------------
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TODO
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Customizing Templates
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---------------------
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TODO
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How to programmatically send email
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----------------------------------
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TODO
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Nod to email via error logging
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------------------------------
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TODO
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Handling Email Bounces
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----------------------
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TODO
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6
docs/base/email/bounces.rst
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6
docs/base/email/bounces.rst
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@ -0,0 +1,6 @@
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========================
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Handling Email Bounces
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========================
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TODO
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5
docs/base/email/code.rst
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5
docs/base/email/code.rst
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Programmatically Sending Email
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------------------------------
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TODO
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16
docs/base/email/config.rst
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16
docs/base/email/config.rst
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Rattail Configuration
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=====================
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TODO
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Configuring SMTP
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----------------
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TODO
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Configuring Recipients etc.
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---------------------------
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TODO
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8
docs/base/email/dev.rst
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8
docs/base/email/dev.rst
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@ -0,0 +1,8 @@
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----------------------------
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Development Considerations
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----------------------------
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TODO
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* aka. how not to send unwanted/test emails to staff or public!
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6
docs/base/email/handler.rst
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6
docs/base/email/handler.rst
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===============
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Email Handler
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===============
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TODO
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18
docs/base/email/index.rst
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docs/base/email/index.rst
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Sending Email
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=============
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.. toctree::
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:maxdepth: 2
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:caption: Contents:
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overview
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postfix
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system
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logging
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config
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templates
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code
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handler
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dev
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bounces
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6
docs/base/email/logging.rst
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6
docs/base/email/logging.rst
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================
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Logging to Email
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================
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TODO
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24
docs/base/email/overview.rst
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24
docs/base/email/overview.rst
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==========
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Overview
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==========
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This manual is primarily concerned with 3 "types" of email:
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* emails sent by the underlying system
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* emails sent via Python logging mechanism
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* emails sent explicitly by a Poser/Rattail app
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The first, "emails sent by the underlying system" refers primarily to emails
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sent by the ``cron`` daemon. See :doc:`system` for more about those.
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The second, "emails sent via Python logging mechanism" is covered in
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:doc:`logging`.
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The third, "emails sent explicitly by a Poser/Rattail app" is the primary
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motivation behind this section of the manual. In particular see the sections
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about :doc:`config`, :doc:`templates` and :doc:`code`.
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Finally, if you're sending email to the public, it may be helpful to detect
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bounces and e.g. flag an address as invalid if it triggers a bounce. See
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:doc:`bounces` for more on that.
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5
docs/base/email/postfix.rst
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5
docs/base/email/postfix.rst
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Postfix Setup
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=============
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TODO
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5
docs/base/email/system.rst
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5
docs/base/email/system.rst
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System Emails
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=============
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TODO
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6
docs/base/email/templates.rst
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6
docs/base/email/templates.rst
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=======================
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Customizing Templates
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=======================
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TODO
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@ -3,3 +3,5 @@ App Handlers
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============
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TODO
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* Report Handler
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@ -13,7 +13,9 @@ Base Layer
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config/index
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commands
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scripts
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email
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email/index
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cron
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supervisor
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filemon
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upgrades
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handlers
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6
docs/base/upgrades.rst
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6
docs/base/upgrades.rst
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==============
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App Upgrades
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==============
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TODO
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@ -33,8 +33,13 @@ author = 'Lance Edgar'
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# extensions coming with Sphinx (named 'sphinx.ext.*') or your custom
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# ones.
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extensions = [
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'sphinx.ext.intersphinx',
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]
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intersphinx_mapping = {
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'rattail': ('https://rattailproject.org/docs/rattail/', None),
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}
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# Add any paths that contain templates here, relative to this directory.
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templates_path = ['_templates']
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6
docs/data/batch/custom.rst
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6
docs/data/batch/custom.rst
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=====================
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Adding a Custom Batch
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=====================
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TODO
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6
docs/data/batch/handlers.rst
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6
docs/data/batch/handlers.rst
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==============
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Batch Handlers
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==============
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TODO
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13
docs/data/batch/index.rst
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docs/data/batch/index.rst
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Data Batch Processing
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=====================
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.. toctree::
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:maxdepth: 2
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:caption: Contents:
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overview
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schema
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handlers
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native
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custom
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6
docs/data/batch/native.rst
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6
docs/data/batch/native.rst
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==================
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Native Batch Types
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==================
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TODO
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6
docs/data/batch/overview.rst
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6
docs/data/batch/overview.rst
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==========
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Overview
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==========
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TODO
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6
docs/data/batch/schema.rst
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6
docs/data/batch/schema.rst
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==================
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Batch Table Schema
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==================
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TODO
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Data Batch Processing
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=====================
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TODO
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Data Synchronization
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====================
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TODO
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trainwreck
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other
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importing
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datasync
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batches
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sync
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versioning
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batch/index
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reports/index
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problems
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multinode
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tempmon
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tasks
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5
docs/data/problems.rst
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5
docs/data/problems.rst
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Problem Reports
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===============
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TODO
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6
docs/data/reports/autoemail.rst
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6
docs/data/reports/autoemail.rst
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====================
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Auto-Emailed Reports
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====================
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TODO
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81
docs/data/reports/custom.rst
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81
docs/data/reports/custom.rst
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========================
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Adding a Custom Report
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========================
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We'll start with a simple report which shows all departments and the number of
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products for each.
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Each type of report has a "key" which uniquely identifies it. For this example
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we'll use ``poser_dept_prod_counts`` for the key. Note that it's a good idea
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to always use an app-specific prefix (e.g. ``poser_``) in the key.
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Typically you will create a new Python module which is named according to the
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key. Here we'll create ``~/src/poser/poser/reports/dept_prod_counts.py``, and
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in it we'll define the report::
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from sqlalchemy import orm
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from rattail.reporting import ExcelReport
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class DepartmentProductCounts(ExcelReport):
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"""
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Shows all departments and the number of products for each.
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"""
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type_key = 'poser_dept_prod_counts'
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name = "Department Product Counts"
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output_fields = [
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'department_number',
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'department_name',
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'product_count',
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]
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def make_data(self, session, params, progress=None, **kwargs):
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model = self.model
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# fetch all departments, with product lists pre-loaded
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departments = session.query(model.Department)\
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.order_by(model.Department.number)\
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.options(orm.joinedload(model.Department.products))\
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.all()
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rows = []
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def add_row(department, i):
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rows.append({
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'department_number': department.number,
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'department_name': department.name,
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'product_count': len(department.products),
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})
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self.progress_loop(add_row, departments, progress,
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message="Fetching data for report")
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return rows
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Then you must register your new report type, to make it available to the app.
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This is done within your project's ``setup.py`` file, for instance::
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setup(
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name = "Poser",
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# ...
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entry_points = {
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'rattail.reports': [
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'poser_dept_prod_counts = poser.reports.dept_prod_counts:DepartmentProductCounts',
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],
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},
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)
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Once you've added that you must re-install the app to your virtual environment,
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for instance:
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.. code-block:: sh
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cd /srv/envs/poser
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source bin/activate
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pip install -e ~/src/poser
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At this point the report should be available for running within the app. See
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:doc:`generate` for more info.
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6
docs/data/reports/generate.rst
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6
docs/data/reports/generate.rst
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===================
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Generating a Report
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===================
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TODO
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19
docs/data/reports/handler.rst
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19
docs/data/reports/handler.rst
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==============
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Report Handler
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==============
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Each app will have exactly one "report handler" which is reponsible for the
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overall logic of running and emailing reports etc. It also determines which
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report types are available to be ran.
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Rattail provides a default report handler so unless you have custom
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requirements, you will not need to define your own report handler. See the
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:class:`~rattail:rattail.reporting.handlers.ReportHandler` class for more
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details.
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Programmatically you can access your report handler like so::
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# assuming you already have config
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app = config.get_app()
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handler = app.get_report_handler()
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13
docs/data/reports/index.rst
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13
docs/data/reports/index.rst
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Reports
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=======
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.. toctree::
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:maxdepth: 2
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:caption: Contents:
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overview
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handler
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generate
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autoemail
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custom
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28
docs/data/reports/overview.rst
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28
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==========
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Overview
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==========
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A report is conceptually just what you think it is, probably. But there are a
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few related concepts which we'll try to briefly outline here.
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* report type
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* report handler
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* report output
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First a "report type" refers to the logic for running a specific type of
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report. For example, "Daily Sales" or "Slow Movers" might be report types.
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This defines what sort of data is included on the report, how it is displayed
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etc. See :doc:`custom` for how to create a new report type.
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Next, a "report handler" is responsible for overall logic used to orchestrate
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the running of all reports for the app. See :doc:`handler` for more on that.
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Finally "report output" refers to the result of running a report. Generally
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speaking whenever a report runs, the details are saved to the DB for
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convenience and historical record. See :doc:`generate` for more on that.
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It's perhaps worth noting, that in Rattail-speak "an email is not a report" and
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vice versa. Meaning, a report is a *generated document* and if sent via email,
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it will be an attachment as opposed to being part of the message body. See
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also :doc:`autoemail`.
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docs/data/sync.rst
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5
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Data Real-Time Sync
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===================
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TODO
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@ -18,10 +18,15 @@ Poser/Rattail app:
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* :doc:`base/index` - general app install, command line, plus filemon etc.
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* :doc:`data/index` - when a DB or data import/export come into it
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* :doc:`web/index` - all things web
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* :doc:`luigi/index` - using Luigi for better overnight automation
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* :doc:`deploy/index` - deals with production deployment
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* :doc:`monitor/index` - keeping an eye out for production issues
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* :doc:`deploy/index` - deploying a production system
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* :doc:`backup/index` - backing up the production system
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.. note::
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Please understand, this manual is a work in progress. We finally have an
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"authoritative home base" for this documentation, but it may take some time
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to fill in all the blanks.
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Please see `https://rattailproject.org/docs/rattail-manual/
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<https://rattailproject.org/docs/rattail-manual/>`_ for the latest version of
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this document.
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base/index
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data/index
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web/index
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luigi/index
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monitor/index
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deploy/index
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backup/index
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|
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Luigi Layer
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===========
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Monitoring Layer
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================
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.. toctree::
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|
@ -8,3 +8,4 @@ Luigi Layer
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:caption: Contents:
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overview
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shinken
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5
docs/monitor/shinken.rst
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5
docs/monitor/shinken.rst
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Shinken
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=======
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TODO
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Reference in a new issue