Generate Report

[Rodney Jan Mandap]

Hello guys, I'm 100% newbie in RoR. I have a question, how can I generate report in RoR like crystal report?

[Walther Diechmann]

that’s a nice broad question - so I’ll give you a broad answer (the very MVP with lots of room for optimization)

:)

(and I’ve probably left one or two BIG mistakes - and my apologies for that)

cheers
Walther


—— here goes:

if you by report mean a list of, say accounts, each listing eg. transactions like this

sales inland
q1 - transactions
1/1/15 burning red 1,500.00
1/3/15 smoothers 252.75
q2 - transactions
4/21/15 broke back 975.00

I’d make myself a report action in the accounts controller (like /accounts/report) or use the :index action and supply an argument when you call it (like /accounts?report=true) or construct a special ‘decorator’-kind of controller (like ReportsController) and call it like /reports?accounts=true

Your controller (let’s stick with the ReportsController for now)

def accounts
@collection = Account.all.includes :transactions
end


Add a route in routes.rb

ressources :reports do
collection do
get :accounts
end
end

In your views (ie app/views/reports) I would build the report in account.html.haml

%table
%thead
%tr
%th t(‘report.account.quarter')
%th= t(‘report.account.transaction’)
%tbody
= @collection.each do |account|
= render partial: ‘account’, locals: { account: account }

Each account gets built in app/views/accounts/_accoount.html.haml

%tr
%td= account.title
%td

- quarter = 1
- account.transactions.sort(:transaction_date) do |transaction|
- q = find_quarter(transaction)
- if q > quarter
- quarter = q
%tr
%td.quarter= “q%s - transactions” % say_quarter transaction
%td
%table.transactions
%tr
%td.transaction-date= transaction.transaction_date
%td.transaction-text= transaction.description
- if transaction.amount < 0
%td
%td.transaction-amount= transaction.amount
- else
%td{ colspan: ‘2’}.transaction-amount= transaction.amount

Then you could order it with

= link_to t(‘report.on-accounts’), “#!”, data: { url: "<on of the url’s listed above>”}, class: “report”

And in the bottom of your index.html.haml (or what ever your page with the above link is) you’d put

:coffeescript

$ ->
$(document.body).on ‘click’, ‘.report’, (e) ->
elem = $(e.currentTarget)
window.open elm.data(‘url’)

> Den 01/10/2015 kl. 17.03 skrev Rodney Jan Mandap <rodneyja...@gmail.com>:
>
> Hello guys, I'm 100% newbie in RoR. I have a question, how can I generate report in RoR like crystal report?
>

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[Anthony McDonald]

Hey Rodney,

I've been using RoR for a couple months (still quite green). You should look for a gem to do what you're looking for, start looking at https://rubygems.org/. 

Onward.

[Andrey Nering]

A common solution is generating the report in HTML and converting it to PDF with these gems:

https://github.com/mileszs/wicked_pdf

https://github.com/zakird/wkhtmltopdf_binary_gem

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Andrey Nering

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Skype: andrey.nering

[James Jelinek]

+1 on this!  I’ve used Wicked and it worked out really well.  I’ve also used prawn to generate PDF reports as well but I sort of lean towards WickedPDF.

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