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<li><a class="reference external" href="">Report Cookbook</a><ul>
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<li><a class="reference external" href="#modify-report-filters-client">Modify Report Filters (Client)</a></li>
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<li><a class="reference external" href="#setting-single-select">Setting Single Select</a></li>
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<li><a class="reference external" href="#remove-paging-for-a-report-client">Remove Paging for a Report (Client)</a></li>
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<li><a class="reference external" href="#hide-column-picker-client">Hide Column Picker (Client)</a></li>
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<li><a class="reference external" href="#validate-fitler-values-server">Validate fitler values (Server)</a></li>
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<li><a class="reference external" href="#append-a-column-to-the-report-server">Append a column to the report (Server)</a></li>
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<li><a class="reference external" href="#add-data-to-a-column-server">Add data to a column (Server)</a></li>
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<li><a class="reference external" href="#append-rows-to-the-report-server">Append rows to the report (Server)</a></li>
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<div class="section" id="report-cookbook">
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<h1>Report Cookbook<a class="headerlink" href="#report-cookbook" title="Permalink to this headline">¶</a></h1>
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<p>Standard patterns used to customize reports</p>
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<div class="section" id="modify-report-filters-client">
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<h2>Modify Report Filters (Client)<a class="headerlink" href="#modify-report-filters-client" title="Permalink to this headline">¶</a></h2>
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<p>Filters can be modified declaring the customize_filters method:</p>
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<div class="highlight-python"><pre>report.customize_filters = function() {
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this.hide_all_filters();
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// show filters only and add defaults
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this.set_filter_properties('GL Entry', 'From Posting Date', {filter_hide:0, report_default: sys_defaults.year_start_date});
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this.set_filter_properties('GL Entry', 'To Posting Date', {filter_hide:0, report_default: dateutil.obj_to_str(new Date()) });
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this.set_filter_properties('GL Entry', 'Account', {filter_hide:0, report_default: sys_defaults.company});
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// add new filters
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this.add_filter({fieldname:'aging_based_on', label:'Aging Based On', fieldtype:'Select', options:NEWLINE+'Transaction Date'+NEWLINE+'Aging Date'+NEWLINE+'Due Date',ignore : 1, parent:'Receivable Voucher', report_default:'Aging Date'});
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this.add_filter({fieldname:'range_1', label:'Range 1', fieldtype:'Data', ignore : 1, parent:'GL Entry'});
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}</pre>
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</div>
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<div class="section" id="setting-single-select">
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<h2>Setting Single Select<a class="headerlink" href="#setting-single-select" title="Permalink to this headline">¶</a></h2>
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<p>Select fields are defaulted to multiple select, if you want to change this to single select, there are
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two options, while adding a new filter set the property single_select = 1, or for an existing filter, call
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set_as_single method on the filter:</p>
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<div class="highlight-python"><pre>report.customize_filters = function() {
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// set exiting field as single
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this.get_filter('Receivable Voucher', 'Type').set_as_single();
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// add new single select field
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this.add_filter({single_select:1, fieldname:'aging_based_on', label:'Aging Based On', fieldtype:'Select', options:NEWLINE+'Transaction Date'+NEWLINE+'Aging Date'+NEWLINE+'Due Date',ignore : 1, parent:'Receivable Voucher', report_default:'Aging Date'});
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}</pre>
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</div>
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</div>
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<div class="section" id="remove-paging-for-a-report-client">
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<h2>Remove Paging for a Report (Client)<a class="headerlink" href="#remove-paging-for-a-report-client" title="Permalink to this headline">¶</a></h2>
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<p>If you want the report to skip paging and show all records then you can define as follows:</p>
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<div class="highlight-python"><div class="highlight"><pre><span class="n">report</span><span class="o">.</span><span class="n">dt</span><span class="o">.</span><span class="n">set_no_limit</span><span class="p">(</span><span class="mi">1</span><span class="p">);</span>
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</pre></div>
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</div>
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</div>
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<div class="section" id="hide-column-picker-client">
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<h2>Hide Column Picker (Client)<a class="headerlink" href="#hide-column-picker-client" title="Permalink to this headline">¶</a></h2>
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<p>If you want the user to only view the set columns and hide the column picker set as follows:</p>
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<div class="highlight-python"><pre>$dh(this.mytabs.tabs['Select Columns'])</pre>
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</div>
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</div>
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<div class="section" id="validate-fitler-values-server">
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<h2>Validate fitler values (Server)<a class="headerlink" href="#validate-fitler-values-server" title="Permalink to this headline">¶</a></h2>
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<p>Check if user has set valid data for the filters. This code is in the Server Side:</p>
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<div class="highlight-python"><div class="highlight"><pre><span class="c"># Check mandatory filters</span>
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<span class="c">#------------------------------</span>
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<span class="k">if</span> <span class="ow">not</span> <span class="n">filter_values</span><span class="o">.</span><span class="n">get</span><span class="p">(</span><span class="s">'posting_date'</span><span class="p">)</span> <span class="ow">or</span> <span class="ow">not</span> <span class="n">filter_values</span><span class="o">.</span><span class="n">get</span><span class="p">(</span><span class="s">'posting_date1'</span><span class="p">):</span>
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<span class="n">msgprint</span><span class="p">(</span><span class="s">"Please select From Posting Date and To Posting Date in 'Set Filters' section"</span><span class="p">)</span>
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<span class="k">raise</span> <span class="ne">Exception</span>
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<span class="k">else</span><span class="p">:</span>
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<span class="n">from_date</span> <span class="o">=</span> <span class="n">filter_values</span><span class="o">.</span><span class="n">get</span><span class="p">(</span><span class="s">'posting_date'</span><span class="p">)</span>
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<span class="n">to_date</span> <span class="o">=</span> <span class="n">filter_values</span><span class="o">.</span><span class="n">get</span><span class="p">(</span><span class="s">'posting_date1'</span><span class="p">)</span>
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</pre></div>
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</div>
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</div>
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<div class="section" id="append-a-column-to-the-report-server">
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<h2>Append a column to the report (Server)<a class="headerlink" href="#append-a-column-to-the-report-server" title="Permalink to this headline">¶</a></h2>
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<p>Column structure is defined in the colnames, coltypes, colwidths and coloptions lists.
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You can modify or append to its values:</p>
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<div class="highlight-python"><div class="highlight"><pre><span class="n">colnames</span><span class="o">.</span><span class="n">append</span><span class="p">(</span><span class="s">'Total'</span><span class="p">)</span>
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<span class="n">coltypes</span><span class="o">.</span><span class="n">append</span><span class="p">(</span><span class="s">'Currency'</span><span class="p">)</span>
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<span class="n">colwidths</span><span class="o">.</span><span class="n">append</span><span class="p">(</span><span class="s">'200px'</span><span class="p">)</span>
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<span class="n">coloptions</span><span class="o">.</span><span class="n">append</span><span class="p">(</span><span class="s">''</span><span class="p">)</span>
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<span class="n">col_idx</span><span class="p">[</span><span class="n">d</span><span class="p">[</span><span class="mi">0</span><span class="p">]]</span> <span class="o">=</span> <span class="nb">len</span><span class="p">(</span><span class="n">colnames</span><span class="p">)</span><span class="o">-</span><span class="mi">1</span>
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</pre></div>
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</div>
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</div>
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<div class="section" id="add-data-to-a-column-server">
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<h2>Add data to a column (Server)<a class="headerlink" href="#add-data-to-a-column-server" title="Permalink to this headline">¶</a></h2>
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<p>The result is set to the list “res”. You can maniupate res on the server site, before it is sent
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to the client</p>
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<p>Values of columns can be found by label using the dictionary col_idx:</p>
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<div class="highlight-python"><div class="highlight"><pre><span class="k">for</span> <span class="n">r</span> <span class="ow">in</span> <span class="n">res</span><span class="p">:</span>
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<span class="c"># customer cost center</span>
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<span class="n">terr</span> <span class="o">=</span> <span class="n">sql</span><span class="p">(</span><span class="s">"""select t1.territory from `tabCustomer` t1, `tabAccount` t2</span>
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<span class="s"> where t1.name = t2.master_name and t2.name = '</span><span class="si">%s</span><span class="s">'"""</span> <span class="o">%</span> <span class="n">r</span><span class="p">[</span><span class="n">col_idx</span><span class="p">[</span><span class="s">'Account'</span><span class="p">]])</span>
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<span class="n">r</span><span class="o">.</span><span class="n">append</span><span class="p">(</span><span class="n">terr</span> <span class="ow">and</span> <span class="n">terr</span><span class="p">[</span><span class="mi">0</span><span class="p">][</span><span class="mi">0</span><span class="p">]</span> <span class="ow">or</span> <span class="s">''</span><span class="p">)</span>
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<span class="c"># get due date</span>
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<span class="n">due_date</span> <span class="o">=</span> <span class="n">sql</span><span class="p">(</span><span class="s">"""select due_date from `tabReceivable Voucher`</span>
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<span class="s"> where name = '</span><span class="si">%s</span><span class="s">'"""</span> <span class="o">%</span> <span class="n">r</span><span class="p">[</span><span class="n">col_idx</span><span class="p">[</span><span class="s">'Against Voucher'</span><span class="p">]])</span>
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<span class="n">r</span><span class="o">.</span><span class="n">append</span><span class="p">(</span><span class="n">due_date</span> <span class="ow">and</span> <span class="n">cstr</span><span class="p">(</span><span class="n">due_date</span><span class="p">[</span><span class="mi">0</span><span class="p">][</span><span class="mi">0</span><span class="p">])</span> <span class="ow">or</span> <span class="s">''</span><span class="p">)</span>
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</pre></div>
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</div>
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</div>
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<div class="section" id="append-rows-to-the-report-server">
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<h2>Append rows to the report (Server)<a class="headerlink" href="#append-rows-to-the-report-server" title="Permalink to this headline">¶</a></h2>
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<p>This example adds an extra row to the data on the server side:</p>
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<div class="highlight-python"><div class="highlight"><pre><span class="c"># Append Extra rows to RES</span>
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<span class="n">t_row</span> <span class="o">=</span> <span class="p">[</span><span class="s">''</span> <span class="k">for</span> <span class="n">i</span> <span class="ow">in</span> <span class="nb">range</span><span class="p">(</span><span class="nb">len</span><span class="p">(</span><span class="n">colnames</span><span class="p">))]</span>
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<span class="n">t_row</span><span class="p">[</span><span class="n">col_idx</span><span class="p">[</span><span class="s">'Voucher No'</span><span class="p">]]</span> <span class="o">=</span> <span class="s">'Total'</span>
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<span class="n">t_row</span><span class="p">[</span><span class="n">col_idx</span><span class="p">[</span><span class="s">'Opening Amt'</span><span class="p">]]</span> <span class="o">=</span> <span class="n">total_opening_amt</span>
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<span class="n">t_row</span><span class="p">[</span><span class="n">col_idx</span><span class="p">[</span><span class="s">'Outstanding Amt'</span><span class="p">]]</span> <span class="o">=</span> <span class="n">total_outstanding_amt</span>
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<span class="n">out</span><span class="o">.</span><span class="n">append</span><span class="p">(</span><span class="n">t_row</span><span class="p">)</span>
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</pre></div>
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