More docs! w/ some emphasis on "reports" section
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docs/data/reports/custom.rst
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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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