Merge branch 'feautre/IO-2647-Reporting-V3-From-Master' into release/2024-03-01

# Conflicts:
#	_reference/reportFiltersAndSorters.md
This commit is contained in:
Dave Richer
2024-02-29 22:25:52 -05:00
7 changed files with 390 additions and 200 deletions

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@@ -3,8 +3,13 @@
This documentation details the schema required for `.filters` files on the report server. It is used to dynamically
modify the graphQL query and provide the user more power over their reports.
## Special Notes
For filters and sorters, valid types include (`type` key in the schema):
- string (default)
- number
- bool or boolean
- date
## Special Notes
- When passing the data to the template server, the property filters and sorters is added to the data object and will reflect the filters and sorters the user has selected
## High level Schema Overview
@@ -69,7 +74,9 @@ The following cases are available
- `special.employees` - This will reflect the employees `bodyshop.employees`
- `special.first_names` - This will reflect the first names `bodyshop.employees`
- `special.last_names` - This will reflect the last names `bodyshop.employees`
- `special.referral_sources` - This will reflect the referral sources `bodyshop.md_referral_sources
- `special.class`- This will reflect the class `bodyshop.md_classes`
-
### Path without brackets, multi level
`"name": "jobs.joblines.mod_lb_hrs",`
@@ -142,17 +149,21 @@ query gendoc_hours_sold_detail_open($starttz: timestamptz!, $endtz: timestamptz!
## Known Caveats
- Will only support two level of nesting in the graphQL query `jobs.joblines.mod_lb_hrs` vs `[jobs].joblines.mod_lb_hrs` is fine, but `jobs.[joblines.].some_table.mod_lb_hrs` is not.
- The `dates` object is not yet implemented and will be added in a future release.
- The type object must be 'string' or 'number' and is case-sensitive.
- Will only support two level of nesting in the graphQL query `jobs.joblines.mod_lb_hrs` vs `[jobs].joblines.mod_lb_hrs`
is fine, but `jobs.[joblines.].some_table.mod_lb_hrs` is not.
- The type object must be 'string' or 'number' or 'bool' or 'boolean' or 'date' and is case-sensitive.
- The `translation` key is used to look up the label in the GUI, if it is not found, the `label` key is used.
- Do not add the ability to filter things that are already filtered as part of the original query, this would be redundant and could cause issues.
- Do not add the ability to filter things that are already filtered as part of the original query, this would be
redundant and could cause issues.
- Do not add the ability to filter on things like FK constraints, must like the above example.
## Sorters
- Sorters follow the same schema as filters, however, they do not do square bracket wrapping to indicate level hoisting, a filter added on `job.md_status` would be added at the top level, and a filter added on `jobs.joblines.mod_lb_hrs` would be added at the `joblines` level.
- Most of the reports currently do sorting on a template level, this will need to change to actually see the results using the sorters.
- Sorters follow the same schema as filters, however, they do not do square bracket wrapping to indicate level hoisting,
a filter added on `job.md_status` would be added at the top level, and a filter added on `jobs.joblines.mod_lb_hrs`
would be added at the `joblines` level.
- Most of the reports currently do sorting on a template level, this will need to change to actually see the results
using the sorters.
### Default Sorters