Generic Reporting

Overview

Generic reporting implemented to allow

• the customers to create new document/task list views
• us to easily customize document/task list views

Classes and Files

1. Configuration file of all fields usable in generic reports
   • app/config/Settings-Reports.php
2. Smarty templates to display the output of a report
   • app/tran/draw/list/DrawingListHeaderHeader.tpl - Drawing list view selection
   • app/tran/genrep/GenericReportHeader.tpl - Report header row
   • app/tran/genrep/GenericReportRecord.tpl - Report record rows
   • app/tran/genrep/GenericReportPrintHeader.tpl - Report header row (print format)
   • app/tran/genrep/GenericReportPrintRecord.tpl - Report record rows (print format)
3. Administration
   • app/form/ReportForm.php - PHP form class for generic reports
   • app/js/report.js - backbone based javascript to add/remove/change report fields
   • app/tran/report - directories of the transactions
4. Usage
   • app/lib/GenericReport.php - PHP class to instantiate generic report, read configuration, dereference object class

Database Model

• ReportTypeRef - Report types, currently only one type: Document

• Reports - Configured reports

• ReportFields - Report field configuration for reports in table Reports

Configuration

Configuration of report types and fields available for reports

All report types and report fields available in reports should be configured first in app/config/Settings-Reports.php in $_CFG['GenericReport'].

• ReportTypeRef.define is the main index in $_CFG['GenericReport'] to access to the definition of a report type.

• The report type definition contains some generic settings and all field definitions

Note, that there are feature dependent settings at the end of the file, which can overwrite normal settings or add new fields

Generic Settings:

• Index	Description	Example
  setClass	PHP class the report based on	DrawingsRevisionsJoinSet
  titleTag	message catalog tag for report header	documentList
  displayClasses	array of HTML classes available for selection	align_left, align_center, align_right, nowrap, font_bold
  fields	array of field definitions, the key is used as ReportFields.reportFieldConfigName

Field Definitions:

• Different type of fields can be defined:

  • Field Type	Description
    direct	The field is an element of the class defined in "setClass" above
    link	The field is a link to display the referenced element of the set "setClass". The link is obtained by the getLink method
    reference	The field is foreign key. Field(s) from referenced record can be displayed
    file	The field contains a link to a file
    derived	The field composed specially by a defined method

  Individual field settings:

  • In the following table fieldKey is the key of the field configuration settings, what in most of the cases the appropriate database field name without table name.

    Index	Field Type	Description	Notes, Examples
    fieldType	ALL	Type of the field	Mandatory, see table above
    fieldTag	ALL	Message catalog tag for the header	If neither fieldTag nor fieldName defined the fieldKey is used as tag
    fieldName	ALL	Use instead of fieldTag in header	E.g. "#"
    dispField	ALL	Displayed object field to be set	Default: fieldKey
    sortField	ALL	Sort key in sort URL	Default: fieldKey with tablename, e.g.: Drawings.drawingCode, in the case of reference type str_replace( '_', '.', dispField )
    class	ALL	Space separated list of HTML classes from displayClasses above	Default: align_center
    classPriv	ALL	Set private class on private object	Default: false
    extLink	link	Use external link (pointing from the internal to the external system) if exists	Default: false
    extraPar	link	Additional parameter calling the getLink method	getLink is called with $state, $depth, 'sho', $extraPar
    refTable	reference	Name of referenced table	Default e.g.: fieldKey = "projectPhaseId", refTable = "ProjectPhaseRef"