Changes between Version 2 and Version 3 of TracReports


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Timestamp:
Jun 6, 2013, 4:39:50 AM (17 months ago)
Author:
trac
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  • TracReports

    v2 v3  
    1010  '''Note:''' ''The report module is being phased out in its current form because it seriously limits the ability of the Trac team to make adjustments to the underlying database schema. We believe that the [wiki:TracQuery query module] is a good replacement that provides more flexibility and better usability. While there are certain reports that cannot yet be handled by the query module, we intend to further enhance it so that at some point the reports module can be completely removed. This also means that there will be no major enhancements to the report module anymore.''
    1111
    12   ''You can already completely replace the reports module by the query module simply be disabling the former in [wiki:TracIni trac.ini]:''
     12  ''You can already completely replace the reports module by the query module simply by disabling the former in [wiki:TracIni trac.ini]:''
    1313  {{{
    1414  [components]
     
    1818
    1919A report consists of these basic parts:
    20  * '''ID''' -- Unique (sequential) identifier
    21  * '''Title'''  -- Descriptive title
    22  * '''Description'''  -- A brief description of the report, in WikiFormatting text.
    23  * '''Report Body''' -- List of results from report query, formatted according to the methods described below.
    24  * '''Footer''' -- Links to alternative download formats for this report.
     20 * '''ID''' Unique (sequential) identifier
     21 * '''Title''' Descriptive title
     22 * '''Description''' A brief description of the report, in WikiFormatting text.
     23 * '''Report Body''' List of results from report query, formatted according to the methods described below.
     24 * '''Footer''' Links to alternative download formats for this report.
    2525
    2626== Changing Sort Order ==
     
    2929If a column header is a hyperlink (red), click the column you would like to sort by. Clicking the same header again reverses the order.
    3030
    31 
    32 == Alternate Download Formats ==
    33 Aside from the default HTML view, reports can also be exported in a number of alternate formats.
     31== Changing Report Numbering ==
     32There 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)'':
     33 * id integer PRIMARY KEY
     34 * author text
     35 * title text
     36 * query text
     37 * description text
     38Changing 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:
     39{{{
     40update report set id=5 where id=3;
     41}}}
     42Keep 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).
     43
     44You may also need to update or remove the report number stored in the report or query.
     45
     46== Navigating Tickets ==
     47Clicking 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.
     48
     49You 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)''
     50
     51== Alternative Download Formats ==
     52Aside from the default HTML view, reports can also be exported in a number of alternative formats.
    3453At the bottom of the report page, you will find a list of available data formats. Click the desired link to
    35 download the alternate report format.
     54download the alternative report format.
    3655
    3756=== Comma-delimited - CSV (Comma Separated Values) ===
    3857Export the report as plain text, each row on its own line, columns separated by a single comma (',').
    39 '''Note:''' Carriage returns, line feeds, and commas are stripped from column data to preserve the CSV structure.
     58'''Note:''' The output is fully escaped so carriage returns, line feeds, and commas will be preserved in the output.
    4059
    4160=== Tab-delimited ===
     
    5170''Creating a custom report requires a comfortable knowledge of SQL.''
    5271
     72'''Note that you need to set up [TracPermissions#Reports permissions] in order to see the buttons for adding or editing reports.'''
     73
    5374A report is basically a single named SQL query, executed and presented by
    5475Trac.  Reports can be viewed and created from a custom SQL expression directly
    55 in from the web interface.
     76in the web interface.
    5677
    5778Typically, a report consists of a SELECT-expression from the 'ticket' table,
     
    6182The ''ticket'' table has the following columns:
    6283 * id
     84 * type
    6385 * time
    6486 * changetime
     
    7597 * summary
    7698 * description
     99 * keywords
    77100
    78101See TracTickets for a detailed description of the column fields.
    79102
    80 '''all active tickets, sorted by priority and time'''
    81 
    82 '''Example:''' ''All active tickets, sorted by priority and time''
     103Example: '''All active tickets, sorted by priority and time'''
    83104{{{
    84105SELECT id AS ticket, status, severity, priority, owner,
    85        time as created, summary FROM ticket
     106       time AS created, summary FROM ticket
    86107  WHERE status IN ('new', 'assigned', 'reopened')
    87108  ORDER BY priority, time
    88109}}}
    89 
    90 
    91 ----
    92110
    93111
     
    101119Example:
    102120{{{
    103 SELECT id AS ticket,summary FROM ticket WHERE priority='$PRIORITY'
    104 }}}
    105 
    106 To assign a value to $PRIORITY when viewing the report, you must define it as an argument in the report URL, leaving out the the leading '$'.
     121SELECT id AS ticket,summary FROM ticket WHERE priority=$PRIORITY
     122}}}
     123
     124To assign a value to $PRIORITY when viewing the report, you must define it as an argument in the report URL, leaving out the leading '$'.
    107125
    108126Example:
    109127{{{
    110  http://projects.edgewall.com/trac/reports/14?PRIORITY=high
     128 http://trac.edgewall.org/reports/14?PRIORITY=high
    111129}}}
    112130
     
    115133Example:
    116134{{{
    117  http://projects.edgewall.com/trac/reports/14?PRIORITY=high&SEVERITY=critical
    118 }}}
    119 
    120 
    121 === Special/Constant Variables ===
    122 There is one ''magic'' dynamic variable to allow practical reports, its value automatically set without having to change the URL.
    123 
    124  * $USER -- Username of logged in user.
     135 http://trac.edgewall.org/reports/14?PRIORITY=high&SEVERITY=critical
     136}}}
     137
     138Dynamic variables can also be used in the report title and description (since 1.1.1).
     139
     140=== !Special/Constant Variables ===
     141There is one dynamic variable whose value is set automatically (the URL does not have to be changed) to allow practical reports.
     142
     143 * $USER — Username of logged in user.
    125144
    126145Example (''List all tickets assigned to me''):
    127146{{{
    128 SELECT id AS ticket,summary FROM ticket WHERE owner='$USER'
    129 }}}
    130 
    131 
    132 ----
     147SELECT id AS ticket,summary FROM ticket WHERE owner=$USER
     148}}}
     149
    133150
    134151
     
    138155specialized SQL statements to control the output of the Trac report engine.
    139156
    140 == Special Columns ==
     157=== Special Columns ===
    141158To format reports, TracReports looks for 'magic' column names in the query
    142159result. These 'magic' names are processed and affect the layout and style of the
     
    144161
    145162=== Automatically formatted columns ===
    146  * '''ticket''' -- Ticket ID number. Becomes a hyperlink to that ticket.
    147  * '''created, modified, date, time''' -- Format cell as a date and/or time.
    148 
    149  * '''description''' -- Ticket description field, parsed through the wiki engine.
     163 * '''ticket''' — Ticket ID number. Becomes a hyperlink to that ticket.
     164 * '''id''' — same as '''ticket''' above when '''realm''' is not set
     165 * '''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)
     166 * '''created, modified, date, time''' — Format cell as a date and/or time.
     167 * '''description''' — Ticket description field, parsed through the wiki engine.
    150168
    151169'''Example:'''
    152170{{{
    153 SELECT id as ticket, created, status, summary FROM ticket
    154 }}}
     171SELECT id AS ticket, created, status, summary FROM ticket
     172}}}
     173
     174Those columns can also be defined but marked as hidden, see [#column-syntax below].
     175
     176See trac:wiki/CookBook/Configuration/Reports for some example of creating reports for realms other than ''ticket''.
    155177
    156178=== Custom formatting columns ===
    157 Columns whose names begin and end with 2 underscores (Example: '''_''''''_color_''''''_''') are
     179Columns whose names begin and end with 2 underscores (Example: '''`__color__`''') are
    158180assumed to be ''formatting hints'', affecting the appearance of the row.
    159181 
    160  * '''_''''''_group_''''''_''' -- Group results based on values in this column. Each group will have its own header and table.
    161  * '''_''''''_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.
    162  * '''_''''''_style_''''''_''' -- A custom CSS style expression to use for the current row.
    163 
    164 '''Example:''' ''List active tickets, grouped by milestone, colored by priority''
     182 * '''`__group__`''' — Group results based on values in this column. Each group will have its own header and table.
     183 * '''`__grouplink__`''' — Make the header of each group a link to the specified URL. The URL is taken from the first row of each group.
     184 * '''`__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.
     185{{{
     186#!html
     187<div style="margin-left:7.5em">Defaults:
     188<span style="border: none; color: #333; background: transparent;  font-size: 85%; background: #fdc; border-color: #e88; color: #a22">Color 1</span>
     189<span style="border: none; color: #333; background: transparent;  font-size: 85%; background: #ffb; border-color: #eea; color: #880">Color 2</span>
     190<span style="border: none; color: #333; background: transparent;  font-size: 85%; background: #fbfbfb; border-color: #ddd; color: #444">Color 3</span>
     191<span style="border: none; color: #333; background: transparent; font-size: 85%; background: #e7ffff; border-color: #cee; color: #099">Color 4</span>
     192<span style="border: none; color: #333; background: transparent;  font-size: 85%; background: #e7eeff; border-color: #cde; color: #469">Color 5</span>
     193</div>
     194}}}
     195 * '''`__style__`''' — A custom CSS style expression to use on the `<tr>` element of the current row.
     196 * '''`__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.
     197
     198'''Example:''' ''List active tickets, grouped by milestone, group header linked to milestone page, colored by priority''
    165199{{{
    166200SELECT p.value AS __color__,
    167201     t.milestone AS __group__,
     202     '../milestone/' || t.milestone AS __grouplink__,
    168203     (CASE owner WHEN 'daniel' THEN 'font-weight: bold; background: red;' ELSE '' END) AS __style__,
    169204       t.id AS ticket, summary
     
    177212numeric representation from the ''enum'' table.
    178213
    179 === Changing layout of report rows ===
     214=== Changing layout of report rows === #column-syntax
    180215By default, all columns on each row are display on a single row in the HTML
    181216report, possibly formatted according to the descriptions above. However, it's
    182217also possible to create multi-line report entries.
    183218
    184  * '''column_''' -- ''Break row after this''. By appending an underscore ('_') to the column name, the remaining columns will be be continued on a second line.
    185 
    186  * '''_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.
    187 
    188  * '''_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).
     219 * '''`column_`''' — ''Break row after this''. By appending an underscore ('_') to the column name, the remaining columns will be continued on a second line.
     220
     221 * '''`_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.
     222
     223 * '''`_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).
     224   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.
    189225
    190226'''Example:''' ''List active tickets, grouped by milestone, colored by priority, with  description and multi-line layout''
     
    209245=== Reporting on custom fields ===
    210246
    211 If you have added custom fields to your tickets (experimental feature in 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.
    212 
    213 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.
     247If 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.
     248
     249If 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.
     250
     251=== A note about SQL rewriting #rewriting
     252
     253Beyond the relatively trivial replacement of dynamic variables, the SQL query is also altered in order to support two features of the reports:
     254 1. [#sort-order changing the sort order]
     255 2. pagination support (limitation of the number of result rows displayed on each page)
     256In 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.
     257The 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:
     258 - `@SORT_COLUMN@`, the place where the name of the selected sort column will be inserted,
     259 - `@LIMIT_OFFSET@`, the place where the pagination support clause will be added
     260Note that if you write them after an SQL comment, `--`, you'll effectively disable rewriting if this is what you want!
     261
     262Let's take an example, consider the following SQL query:
     263{{{
     264-- ## 4: Assigned, Active Tickets by Owner ## --
     265
     266--
     267-- List assigned tickets, group by ticket owner, sorted by priority.
     268--
     269
     270SELECT p.value AS __color__,
     271   owner AS __group__,
     272   id AS ticket, summary, component, milestone, t.type AS type, severity, time AS created,
     273   changetime AS _changetime, description AS _description,
     274   reporter AS _reporter
     275  FROM ticket t,enum p
     276  WHERE status = 'assigned'
     277AND p.name=t.priority AND p.type='priority'
     278  ORDER BY __group__, p.value, severity, time
     279}}}
     280
     281The automatic rewrite will be the following (4 rows per page, page 2, sorted by `component`):
     282{{{
     283SELECT p.value AS __color__,
     284   owner AS __group__,
     285   id AS ticket, summary, component, milestone, t.type AS type, severity, time AS created,
     286   changetime AS _changetime, description AS _description,
     287   reporter AS _reporter
     288  FROM ticket t,enum p
     289  WHERE status = 'assigned'
     290AND p.name=t.priority AND p.type='priority'
     291  ORDER BY __group__ ASC, `component` ASC,  __group__, p.value, severity, time
     292 LIMIT 4 OFFSET 4
     293}}}
     294
     295The equivalent SQL query with the rewrite tokens would have been:
     296{{{
     297SELECT p.value AS __color__,
     298   owner AS __group__,
     299   id AS ticket, summary, component, milestone, t.type AS type, severity, time AS created,
     300   changetime AS _changetime, description AS _description,
     301   reporter AS _reporter
     302  FROM ticket t,enum p
     303  WHERE status = 'assigned'
     304AND p.name=t.priority AND p.type='priority'
     305  ORDER BY __group__, @SORT_COLUMN@, p.value, severity, time
     306@LIMIT_OFFSET@
     307}}}
     308
     309If you want to always sort first by priority and only then by the user selected sort column, simply use the following `ORDER BY` clause:
     310{{{
     311  ORDER BY __group__, p.value, @SORT_COLUMN@, severity, time
     312}}}
    214313
    215314----
    216 See also: TracTickets, TracQuery, TracGuide
     315See also: TracTickets, TracQuery, TracGuide, [http://www.sqlite.org/lang_expr.html Query Language Understood by SQLite]