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Custom Reports

Custom folders can be created using the following API.

SDK::setReportFolder($name, $description);

$name : the name of the folder
$description : the description of the folder

The created folder will be on the reports page and will be visible to all users and cannot be changed. The name and description can be translated with the translation API.

Folders created via API can be deleted with:

SDK::unsetReportFolder($name, $delreports = true);

$name : the name of the folder to be deleted
$delreports : if true it also deletes all reports (created via SDK) in that folder (files are not deleted)

Inside the folders created via API you can insert customized reports with the following statement:

SDK::setReport($name, $description, $foldername, $reportrun, $class, $jsfunction = '');

$name : the name of the report (it can be translated via API)
$description : the description of the report (it can be translated via API)
$foldername : the name of the folder created via API where to insert the report
$reportrun : the path of the php file that contains the class that generates the report
$class : the name of the class that handles the report
$jsfunction : the name of the javascript function to run when the "Generate Report" button is pressed

The report created via API can be deleted with:

SDK::unsetReport($name);

$name : the name of the report to delete (files are not deleted)

LaThe classeclass specificataspecified in $class devemust rispettarefollow questathe struttura,following di seguito esempio:structure:

<?php
require_once('modules/Reports/ReportRun.php');

class ReportRunAccounts extends ReportRun {
	
	var $enableExportPdf = true;
	var $enableExportXls = true;
	var $enablePrint = true;
	var $hideParamsBlock = true;
	
	function __construct($reportid) {
		$this->reports = Reports::getInstance($reportid); // crmv@172034
		$this->reportid = $reportid;
		$this->primarymodule = 'Accounts';
		$this->reporttype = '';
		$this->reportname = 'Account con sito';
		$this->reportlabel = getTranslatedString($this->reportname, 'Reports');
	}
	
	function getSDKBlock() {
		global $mod_strings;
		$sdkblock = '<p><h2>Questo report mostra le aziende con sito</h2></p>';
		// here I can also add custom inputs to filter the report or any html I need
		return $sdkblock;
	}
	
	// overridden, always hide the summary tab
	function hasSummary() {
		return false;
	}
	
	// overridden, always show the total tab
	function hasTotals() {
		return true;
	}
	
	// generate the report
	function GenerateReport($outputformat = "", $filterlist = null, $directOutput=false) {
		global $adb;
		
		// compatibility, please use set them with the proper methods
		if (!empty($outputformat)) {
			$format = "HTML";
			$tab = "MAIN";
		
			if (strpos($outputformat, 'HTML') !== false) $format = "HTML";
			if (strpos($outputformat, 'PRINT') !== false) $format = "PRINT";
			if (strpos($outputformat, 'PDF') !== false) $format = "PDF";
			if (strpos($outputformat, 'XLS') !== false) $format = "XLS";
			if (strpos($outputformat, 'JSON') !== false) $format = "JSON";
			if (strpos($outputformat, 'CV') !== false) $format = "NULL";
			
			if (strpos($outputformat, 'COUNT') !== false) $tab = "COUNT";
			if (strpos($outputformat, 'TOTAL') !== false) $tab = "TOTAL";
			if (strpos($outputformat, 'CV') !== false) $tab = "CV";
			
			$this->setOutputFormat($format, $directOutput);
			$this->setReportTab($tab);
		} else {
			$format = $this->outputFormat;
			$tab = $this->reportTab;
		}
		
		$format = $this->outputFormat;
		$direct = $this->directOutput;
		$tab = $this->reportTab;

		// prepare the output class
		$output = $this->getOutputClass();
		$output->clearAll();
		
		$return_data = array();
	
		
		if ($tab == 'COUNT' && $this->hasSummary()) {

			// no summary for this custom report
			
		} elseif ($tab == 'CV') {
		
			// no customview for this report
		
		} elseif ($tab == 'MAIN') {

			$sSQL = $this->getReportQuery($outputformat, $filterlist);

			$result = $adb->query($sSQL);
			$this->total_count = $adb->num_rows($result);
			
			$error_msg = $adb->database->ErrorMsg();
			if(!$result && $error_msg!=''){
				// Performance Optimization: If direct output is requried
				if($direct) {
					echo getTranslatedString('LBL_REPORT_GENERATION_FAILED', 'Reports') . "<br>" . $error_msg;
					$error_msg = false;
				}
				// END
				return $error_msg;
			}
			
			if($result) {
			
				$this->generateHeader($result, $output);
			
				while ($row = $adb->fetchByAssoc($result)) {
					$colcount = count($row);
					foreach ($row as $column => $value) {
						$cell = array(
							'value' => $value,
							'column' => $column,
							'class' => 'rptData',
						);
						$output->addCell($cell);
					}
					$output->endCurrentRow();
					
				}
				
				$output->countTotal = $this->total_count;
				$output->countFiltered = $this->total_count;
				
				if ($format == 'XLS') {
					$head = $output->getSimpleHeaderArray();
					$data = $output->getSimpleDataArray();
					foreach ($data as $row) {
						$return_data[] = array_combine($head, $row);
					}
				} else {
					$return_data[] = $output->output(!$direct);
					$return_data[] = $this->total_count;
					$return_data[] = $sSQL;
					$return_data[] = $colcount;
				}
				
			}

		} elseif ($tab == "TOTAL" && $this->hasTotals()) {
			
			$output->addHeader(array('column' => 'fieldname', 'label' => getTranslatedString('Totals')));
			$output->addHeader(array('column' => 'sum', 'label' => getTranslatedString('SUM')));
			$output->addHeader(array('column' => 'avg', 'label' => getTranslatedString('AVG')));
			$output->addHeader(array('column' => 'min', 'label' => getTranslatedString('MIN')));
			$output->addHeader(array('column' => 'max', 'label' => getTranslatedString('MAX')));
			
			// fixed totals
			$rows = array(
				array(
					array('column'=> 'fieldname', 'value' => 'Fatturato totale', 'class' => 'rptData'),
					array('column'=> 'sum', 'value' => 2000, 'class' => 'rptTotal'),
					array('column'=> 'avg', 'value' => null, 'class' => 'rptTotal'),	// not used
					array('column'=> 'min', 'value' => 850, 'class' => 'rptTotal'),
					array('column'=> 'max', 'value' => null, 'class' => 'rptTotal'),	// not used
				),
			);
			
			// add them to the output class
			foreach ($rows as $row) {
				foreach ($row as $cell) {
					$output->addCell($cell);
				}
				$output->endCurrentRow();
			}
			
			// format for xls or html
			if ($format == "XLS") {
				
				// change the output array to match the expected format for XLS export
				$return_data = array();
				$data = $output->getSimpleDataArray();
				$fieldName = '';
				foreach ($data as $row) {
					$nrow = array();
					foreach ($row as $key => $value) {
						if ($key == 'fieldname') {
							$fieldName = $value;
							continue;
						}
						$klabel = $fieldName.'_'.strtoupper($key);
						$nrow[$klabel] = $value;
					}
					$return_data[] = $nrow;
				}
			
			} else {
				$return_data = $output->output(!$direct);
			}

		}
		
		return $return_data;
	}
	
	// generate a fixed header for the report
	function generateHeader($result, $output, $options = array()) {
		global $adb, $table_prefix;
		
		$module = 'Accounts';
		$tabid = getTabid($module);
		$count = $adb->num_fields($result);

		for ($x=0; $x<$count; ++$x) {
			$fld = $adb->field_name($result, $x);
			
			// get the field label from the column (if possible)
			$res = $adb->pquery("SELECT fieldlabel FROM {$table_prefix}_field WHERE columnname = ? and tabid = ?", array($fld->name, $tabid));
			if ($res && $adb->num_rows($res) > 0) {
				$fieldlabel = $adb->query_result_no_html($res, 0, 'fieldlabel');
				$headerLabel =  getTranslatedString($fieldlabel, $module);
			} else {
				$headerLabel = $fld->name;
			}
			$hcell = array(
				'column' => $fld->name,
				'label' => $headerLabel,
				'orderable' => false,
				'searchable' => false,
			);
			$output->addHeader($hcell);
		}
		
	}
	
	// generate the report query
	function getReportQuery($outputformat, $filterlist) {
		global $table_prefix;
		$query = 'SELECT accountid, accountname, website, phone FROM '.$table_prefix.'_account WHERE website <> "" ';
		return $query;
	}
}

LaThe funzionejavascript Javascriptfunction specificataspecified in $jsfunction devemust giàalready esserebe dichiaratadeclared eand restituiscereturn unaa stringastring dato aggiungerebe allaadded requestto the request.

function preRunReport(id) {
	var params = "";
	var select = getObj('picklist1’);

	if (select) {
		params += "&picklist1="+select.options[select.selectedIndex].value;
	}

	var selectuser = getObj('picklist2’);
	if (selectuser) {
		params += "&picklist2="+selectuser.options[selectuser.selectedIndex].value;
	}

	return params;
}

Quando si aggiorna un VTE alla versione 16.09 (o successiva), alcune funzionalità dei report SDK vanno verificate in quanto sono cambiate alcune funzioni.
Se si aggiorna ad un VTE con revisione minore di 1576 è necessario riportare la patch identificata da crmv@140813 (files ReportRun.php e SDKSaveAndRun.php).

Una delle parti cambiate è la gestione dei filtri temporali, che in precedenza si poteva modificare estendendo le funzioni getPrimaryStdFilterHTML e getSecondaryStdFilterHTML, che ora non vengono più usate.
Per ottenere lo stesso risultato bisogna estendere la funzione getStdFilterFields che restituisce un array di campi disponibili, ad esempio:

<?php
function getStdFilterFields() {
	// See the method Reports::getStdFilterFields for the standard implementation
	
	// this example just loads standard fields for the Potential module
	$list = $this->reports->getStdFiltersFieldsListForChain(0, array('Potentials'));
	
	return $list;
}

Quando il report viene generato, non va più letta la variabile $filterlist, bensì $this->stdfilters, che contiene il filtro da usare.

Se la query del report è completamente personalizzata, va gestista manualmente anche la generazione del filtro temporale, ad esempio usando una funzione come questa:

<?php
function addStdFilters() {
	global $current_user;
	$sql = '';
	
	if (is_array($this->stdfilters)) {
		foreach ($this->stdfilters as $flt) {
			if ($flt['fieldid'] > 0) {
				// get field informations
				$finfo = $this->getFieldInfoById($flt['fieldid']);
				$table = $finfo['tablename'];
				$qgen = QueryGenerator::getInstance($finfo['module'], $current_user);
				$operator = 'BETWEEN';
				if ($flt['value'] == 'custom') {
					$value = array($flt['startdate'], $flt['enddate']);
				} else {
					$cv = CRMEntity::getInstance('CustomView');
					$value = $cv->getDateforStdFilterBytype($flt['value']);
				}
				// adjust for timezone
				$value[0] = $this->fixDateTimeValue(
					$qgen, $finfo['fieldname'], $value[0]
				);
				$value[1] = $this→fixDateTimeValue(
					$qgen, $finfo['fieldname'], $value[1], false
				);
				// add the condition
				$sql .= ' AND '.$table.'.'.$finfo['columnname'].' '.
					$operator.' '.$value[0].' AND '.$value[1];
			}
		}
	}
	
	return $sql;
}

Hooks
modules/Reports/Listview.php
modules/SaveAndRun.php
modules/Reports/Reports.php
modules/Reports/CreatePDF.php
modules/Reports/CreateXL.php
modules/Reports/PrintReport.php
Smarty/templates/ReportContents.tpl
Smarty/templates/ReportRunContents.tpl
Smarty/templates/ReportRun.tpl

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