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Changes between Version 2 and Version 3 of TracReports

Timestamp:: Jul 10, 2013, 2:10:18 PM (11 years ago)
Author:: trac
Comment:: --

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TracReports

-                      v2
+                      v3
+** Note: this page documents the version 1.0 of Trac, see [[0.12/TracReports]] if you need the previous version **
 = Trac Reports =
 [[TracGuideToc]]
 …
   ''This will make the query module the default handler for the “View Tickets” navigation item. We encourage you to try this configuration and report back what kind of features of reports you are missing, if any.''
-  '''''You will almost definitely need to restart your httpd at this point.'''''
 A report consists of these basic parts:
  * '''ID''' -- Unique (sequential) identifier
  * '''Title'''  -- Descriptive title
  * '''Description'''  -- A brief description of the report, in WikiFormatting text.
  * '''Report Body''' -- List of results from report query, formatted according to the methods described below.
  * '''Footer''' -- Links to alternative download formats for this report.
+ * '''ID''' — Unique (sequential) identifier
+ * '''Title''' — Descriptive title
+ * '''Description''' — A brief description of the report, in WikiFormatting text.
+ * '''Report Body''' — List of results from report query, formatted according to the methods described below.
+ * '''Footer''' — Links to alternative download formats for this report.
 == Changing Sort Order ==
 …
 If a column header is a hyperlink (red), click the column you would like to sort by. Clicking the same header again reverses the order.
+== Changing Report Numbering ==
+There may be instances where you need to change the ID of the report, perhaps to organize the reports better. At present this requires changes to the trac database. The ''report'' table has the following schema ''(since 0.10)'':
+ * id integer PRIMARY KEY
+ * author text
+ * title text
+ * query text
+ * description text
+Changing the ID changes the shown order and number in the ''Available Reports'' list and the report's perma-link. This is done by running something like:
+{{{
+update report set id=5 where id=3;
+}}}
+Keep in mind that the integrity has to be maintained (i.e., ID has to be unique, and you don't want to exceed the max, since that's managed by SQLite someplace).
+You may also need to update or remove the report number stored in the report or query.
 == Navigating Tickets ==
 Clicking on one of the report results will take you to that ticket. You can navigate through the results by clicking the ''Next Ticket'' or ''Previous Ticket'' links just below the main menu bar, or click the ''Back to Report'' link to return to the report page.
 You can safely edit any of the tickets and continue to navigate through the results using the Next/Previous/Back to Report links after saving your results, but when you return to the report, there will be no hint about what has changed, as would happen if you were navigating a list of tickets obtained from a query (see TracQuery#NavigatingTickets). ''(since 0.11)''
+You can safely edit any of the tickets and continue to navigate through the results using the ''!Next/Previous/Back to Report'' links after saving your results, but when you return to the report, there will be no hint about what has changed, as would happen if you were navigating a list of tickets obtained from a query (see TracQuery#NavigatingTickets). ''(since 0.11)''
 == Alternative Download Formats ==
 …
 === Comma-delimited - CSV (Comma Separated Values) ===
 Export the report as plain text, each row on its own line, columns separated by a single comma (',').
 '''Note:''' Carriage returns, line feeds, and commas are stripped from column data to preserve the CSV structure.
+'''Note:''' The output is fully escaped so carriage returns, line feeds, and commas will be preserved in the output.
 === Tab-delimited ===
 …
 ''Creating a custom report requires a comfortable knowledge of SQL.''
+'''Note that you need to set up [TracPermissions#Reports permissions] in order to see the buttons for adding or editing reports.'''
 A report is basically a single named SQL query, executed and presented by
 Trac.  Reports can be viewed and created from a custom SQL expression directly
 in from the web interface.
+in the web interface.
 Typically, a report consists of a SELECT-expression from the 'ticket' table,
 …
 See TracTickets for a detailed description of the column fields.
+'''all active tickets, sorted by priority and time'''
+'''Example:''' ''All active tickets, sorted by priority and time''
+Example: '''All active tickets, sorted by priority and time'''
 {{{
 SELECT id AS ticket, status, severity, priority, owner,
        time as created, summary FROM ticket
+       time AS created, summary FROM ticket
   WHERE status IN ('new', 'assigned', 'reopened')
   ORDER BY priority, time
 }}}
-----
 …
 === Special/Constant Variables ===
 There is one ''magic'' dynamic variable to allow practical reports, its value automatically set without having to change the URL.
  * $USER -- Username of logged in user.
+=== !Special/Constant Variables ===
+There is one dynamic variable whose value is set automatically (the URL does not have to be changed) to allow practical reports.
+ * $USER — Username of logged in user.
 Example (''List all tickets assigned to me''):
 …
 }}}
-----
 …
 specialized SQL statements to control the output of the Trac report engine.
 == Special Columns ==
+=== Special Columns ===
 To format reports, TracReports looks for 'magic' column names in the query
 result. These 'magic' names are processed and affect the layout and style of the
 …
 === Automatically formatted columns ===
+ * '''ticket''' -- Ticket ID number. Becomes a hyperlink to that ticket.
+ * '''created, modified, date, time''' -- Format cell as a date and/or time.
+ * '''description''' -- Ticket description field, parsed through the wiki engine.
+ * '''ticket''' — Ticket ID number. Becomes a hyperlink to that ticket.
+ * '''id''' — same as '''ticket''' above when '''realm''' is not set
+ * '''realm''' — together with '''id''', can be used to create links to other resources than tickets (e.g. a realm of ''wiki'' and an ''id'' to a page name will create a link to that wiki page)
+ * '''created, modified, date, time''' — Format cell as a date and/or time.
+ * '''description''' — Ticket description field, parsed through the wiki engine.
 '''Example:'''
 {{{
+SELECT id as ticket, created, status, summary FROM ticket
+}}}
+SELECT id AS ticket, created, status, summary FROM ticket
+}}}
+Those columns can also be defined but marked as hidden, see [#column-syntax below].
+See trac:wiki/CookBook/Configuration/Reports for some example of creating reports for realms other than ''ticket''.
 === Custom formatting columns ===
 …
 assumed to be ''formatting hints'', affecting the appearance of the row.
+ * '''`__group__`''' -- Group results based on values in this column. Each group will have its own header and table.
+ * '''`__color__`''' -- Should be a numeric value ranging from 1 to 5 to select a pre-defined row color. Typically used to color rows by issue priority.
+ * '''`__group__`''' — Group results based on values in this column. Each group will have its own header and table.
+ * '''`__grouplink__`''' — Make the header of each group a link to the specified URL. The URL is taken from the first row of each group.
+ * '''`__color__`''' — Should be a numeric value ranging from 1 to 5 to select a pre-defined row color. Typically used to color rows by issue priority.
 {{{
 #!html
 …
 </div>
 }}}
+ * '''`__style__`''' -- A custom CSS style expression to use for the current row.
+'''Example:''' ''List active tickets, grouped by milestone, colored by priority''
+ * '''`__style__`''' — A custom CSS style expression to use on the `<tr>` element of the current row.
+ * '''`__class__`''' — Zero or more space-separated CSS class names to be set on the `<tr>` element of the current row. These classes are added to the class name derived from `__color__` and the odd / even indicator.
+'''Example:''' ''List active tickets, grouped by milestone, group header linked to milestone page, colored by priority''
 {{{
 SELECT p.value AS __color__,
      t.milestone AS __group__,
+     '../milestone/' || t.milestone AS __grouplink__,
      (CASE owner WHEN 'daniel' THEN 'font-weight: bold; background: red;' ELSE '' END) AS __style__,
        t.id AS ticket, summary
 …
 numeric representation from the ''enum'' table.
 === Changing layout of report rows ===
+=== Changing layout of report rows === #column-syntax
 By default, all columns on each row are display on a single row in the HTML
 report, possibly formatted according to the descriptions above. However, it's
 also possible to create multi-line report entries.
+ * '''`column_`''' -- ''Break row after this''. By appending an underscore ('_') to the column name, the remaining columns will be be continued on a second line.
+ * '''`_column_`''' -- ''Full row''. By adding an underscore ('_') both at the beginning and the end of a column name, the data will be shown on a separate row.
+ * '''`_column`'''  --  ''Hide data''. Prepending an underscore ('_') to a column name instructs Trac to hide the contents from the HTML output. This is useful for information to be visible only if downloaded in other formats (like CSV or RSS/XML).
+ * '''`column_`''' — ''Break row after this''. By appending an underscore ('_') to the column name, the remaining columns will be continued on a second line.
+ * '''`_column_`''' — ''Full row''. By adding an underscore ('_') both at the beginning and the end of a column name, the data will be shown on a separate row.
+ * '''`_column`''' — ''Hide data''. Prepending an underscore ('_') to a column name instructs Trac to hide the contents from the HTML output. This is useful for information to be visible only if downloaded in other formats (like CSV or RSS/XML).
+   This can be used to hide any kind of column, even important ones required for identifying the resource, e.g. `id as _id` will hide the '''Id''' column but the link to the ticket will be present.
 '''Example:''' ''List active tickets, grouped by milestone, colored by priority, with  description and multi-line layout''
 …
 If you have added custom fields to your tickets (a feature since v0.8, see TracTicketsCustomFields), you can write a SQL query to cover them. You'll need to make a join on the ticket_custom table, but this isn't especially easy.
+If you have tickets in the database ''before'' you declare the extra fields in trac.ini, there will be no associated data in the ticket_custom table. To get around this, use SQL's "LEFT OUTER JOIN" clauses. See TracIniReportCustomFieldSample for some examples.
+'''Note that you need to set up permissions in order to see the buttons for adding or editing reports.'''
+If you have tickets in the database ''before'' you declare the extra fields in trac.ini, there will be no associated data in the ticket_custom table. To get around this, use SQL's "LEFT OUTER JOIN" clauses. See [trac:TracIniReportCustomFieldSample TracIniReportCustomFieldSample] for some examples.
+=== A note about SQL rewriting #rewriting
+Beyond the relatively trivial replacement of dynamic variables, the SQL query is also altered in order to support two features of the reports:
+. [#sort-order changing the sort order]
+. pagination support (limitation of the number of result rows displayed on each page)
+In order to support the first feature, the sort column is inserted in the `ORDER BY` clause in the first position or in the second position if a `__group__` column is specified (an `ORDER BY` clause is created if needed). In order to support pagination, a `LIMIT ... OFFSET ...` clause is appended.
+The query might be too complex for the automatic rewrite to work correctly, resulting in an erroneous query. In this case you still have the possibility to control exactly how the rewrite is done by manually inserting the following tokens:
+ - `@SORT_COLUMN@`, the place where the name of the selected sort column will be inserted,
+ - `@LIMIT_OFFSET@`, the place where the pagination support clause will be added
+Note that if you write them after an SQL comment, `--`, you'll effectively disable rewriting if this is what you want!
+Let's take an example, consider the following SQL query:
+{{{
+-- ## 4: Assigned, Active Tickets by Owner ## --
+--
+-- List assigned tickets, group by ticket owner, sorted by priority.
+--
+SELECT p.value AS __color__,
+   owner AS __group__,
+   id AS ticket, summary, component, milestone, t.type AS type, severity, time AS created,
+   changetime AS _changetime, description AS _description,
+   reporter AS _reporter
+  FROM ticket t,enum p
+  WHERE status = 'assigned'
+AND p.name=t.priority AND p.type='priority'
+  ORDER BY __group__, p.value, severity, time
+}}}
+The automatic rewrite will be the following (4 rows per page, page 2, sorted by `component`):
+{{{
+SELECT p.value AS __color__,
+   owner AS __group__,
+   id AS ticket, summary, component, milestone, t.type AS type, severity, time AS created,
+   changetime AS _changetime, description AS _description,
+   reporter AS _reporter
+  FROM ticket t,enum p
+  WHERE status = 'assigned'
+AND p.name=t.priority AND p.type='priority'
+  ORDER BY __group__ ASC, `component` ASC,  __group__, p.value, severity, time
+ LIMIT 4 OFFSET 4
+}}}
+The equivalent SQL query with the rewrite tokens would have been:
+{{{
+SELECT p.value AS __color__,
+   owner AS __group__,
+   id AS ticket, summary, component, milestone, t.type AS type, severity, time AS created,
+   changetime AS _changetime, description AS _description,
+   reporter AS _reporter
+  FROM ticket t,enum p
+  WHERE status = 'assigned'
+AND p.name=t.priority AND p.type='priority'
+  ORDER BY __group__, @SORT_COLUMN@, p.value, severity, time
+@LIMIT_OFFSET@
+}}}
+If you want to always sort first by priority and only then by the user selected sort column, simply use the following `ORDER BY` clause:
+{{{
+  ORDER BY __group__, p.value, @SORT_COLUMN@, severity, time
+}}}
 ----