report_cat

schrodingersbox/report_cat README

A Rails engine to generate simple web-based reports with charts along with Rspec matchers for testing them.

It currently supports:

• Simple reports
• Date range reports
• Date range cohort reports

It provides the following matchers:

• have_chart
• have_column
• have_param

Report subclasses will automatically appear under the ReportCat index controller, allowing you to add a new report with custom form, columns and charts by just adding a single ReportCat::Report subclass.

Getting Started

• Add this to your Gemfile and bundle install

   gem 'report_cat'
  

• Add this to your config/routes.rb

   mount ReportCat::Engine => '/report_cat'
  

• Install and run migrations

   rake report_cat:install:migrations
   rake db:migrate
  

• Restart your Rails server

• Visit http://yourapp/report_cat in a browser

Background

TODO: UML goes here

Report Types

Building a report

Adding Params

add_param( name, type, value = nil, options = {} )

types = :check_box, :date, :select, :text_field options = :hidden, :values

Adding Columns

add_column( name, type, options = {} )

types = :date, :float, :integer, :moving_average, :ratio, :report, :string options = :hidden, :sql

Adding Charts

add_chart( name, type, label, values, options = {} )

types = :area, :bar, :column, :line, :pie

How To

Add New Reports

You can place new reports anywhere you like, but app/reports is the recommended location.

• Add the following to config/application.rb

  Dir[Rails.root + 'app/reports/**/*.rb'].each { |path| require path }
  

• Create a subclass of ReportCat::Core::Report, ReportCat::Report::DateRangeReport or ReportCat::Report::CohortReport

  class MyReport << ReportCat::Report::DateRangeReport
  
    def initialize
      super( :name => :my_report, :from => :users, :order_by => 'users.id asc' )
      add_column( :total, :integer, :sql => 'count( users.id )' )
      add_chart( :chart, :line, :start_date, :total )
    end
  end
  

• Or build one on the fly

  report = ReportCat::Core::DateRangeReport.new( :name => :my_report, :from => :users, :order_by => 'users.id asc' )
  report.add_column( :total, :integer, :sql => 'count( users.id )' )
  report.add_chart( :chart, :line, :start_date, :total )
  report.generate
  report.rows.each { |row| puts "Total = #{row[0]} }
  

Reload Reports In Development Mode

Add the following to ApplicationController:

  before_action :require_reports if Rails.env.development?

  def require_reports
    silence_warnings do
      Dir[Rails.root + 'app/reports/**/*.rb'].each { |path| require_dependency path }
    end
  end

NOTE: This is a rank hack and causes some weird behavior if you change a report's base class or override methods without restarting the server. Please let me know if you find a better way to dynamically force reload in development.

Reference

• Getting Started with Engines
• Testing Rails Engines With Rspec
• How do I write a Rails 3.1 engine controller test in rspec?
• Best practice for specifying dependencies that cannot be put in gemspec?
• Clarifying the Roles of the .gemspec and Gemfile
• The Semi-Isolated Rails Engine
• Shoulda

History

• Version 0.2.1 = Rails 4 compatible
• Version 5.0.0 = Rails 5 compatible

TODO

• Ability to register "anonymous" reports of generic Report classes with factory

• Fix pending spec due to Travis problem

• Add a AnnotatedReport class - base report left joined to an "annotation" report

• Replace Google Charts with D3

• Improve Column modelling WRT calculated ratios and moving averages

• Document

  • How To
  • Background
    • UML