A one-stop report and analytics generation and computation with batteries included
Project description
Django Slick Reporting
A one stop reports engine with batteries included.
Features
Effortlessly create Simple, Grouped, Time series and Crosstab reports in a handful of code lines.
Create Chart(s) for your reports with a single line of code.
Create Custom complex Calculation.
Optimized for speed.
Easily extendable.
Installation
Use the package manager pip to install django-slick-reporting.
pip install django-slick-reporting
Usage
So we have a model SalesTransaction which contains typical data about a sale. We can extract different kinds of information for that model.
Let’s start by a “Group by” report. This will generate a report how much quantity and value was each product sold within a certain time.
# in views.py
from django.db.models import Sum
from slick_reporting.views import ReportView, Chart
from slick_reporting.fields import ComputationField
from .models import MySalesItems
class TotalProductSales(ReportView):
report_model = SalesTransaction
date_field = "date"
group_by = "product"
columns = [
"name",
ComputationField.create(
Sum, "quantity", verbose_name="Total quantity sold", is_summable=False
),
ComputationField.create(
Sum, "value", name="sum__value", verbose_name="Total Value sold $"
),
]
chart_settings = [
Chart(
"Total sold $",
Chart.BAR,
data_source=["sum__value"],
title_source=["name"],
),
Chart(
"Total sold $ [PIE]",
Chart.PIE,
data_source=["sum__value"],
title_source=["name"],
),
]
# then, in urls.py
path("total-sales-report", TotalProductSales.as_view())
With this code, you will get something like this:
Time Series
A Time series report is a report that is generated for a periods of time. The period can be daily, weekly, monthly, yearly or custom. Calculations will be performed for each period in the time series.
Example: How much was sold in value for each product monthly within a date period ?
# in views.py
from slick_reporting.views import ReportView
from slick_reporting.fields import ComputationField
from .models import SalesTransaction
class MonthlyProductSales(ReportView):
report_model = SalesTransaction
date_field = "date"
group_by = "product"
columns = ["name", "sku"]
time_series_pattern = "monthly"
# or "yearly" , "weekly" , "daily" , others and custom patterns
time_series_columns = [
ComputationField.create(
Sum, "value", verbose_name=_("Sales Value"), name="value"
) # what will be calculated for each month
]
chart_settings = [
Chart(
_("Total Sales Monthly"),
Chart.PIE,
data_source=["value"],
title_source=["name"],
plot_total=True,
),
Chart(
"Total Sales [Area chart]",
Chart.AREA,
data_source=["value"],
title_source=["name"],
plot_total=False,
),
]
Cross Tab
Use crosstab reports, also known as matrix reports, to show the relationships between three or more query items. Crosstab reports show data in rows and columns with information summarized at the intersection points.
# in views.py
from slick_reporting.views import ReportView
from slick_reporting.fields import ComputationField
from .models import MySalesItems
class MyCrosstabReport(ReportView):
crosstab_field = "client"
crosstab_ids = [1, 2, 3]
crosstab_columns = [
ComputationField.create(Sum, "value", verbose_name=_("Value for")),
]
crosstab_compute_remainder = True
columns = [
"some_optional_field",
# You can customize where the crosstab columns are displayed in relation to the other columns
"__crosstab__",
# This is the same as the Same as the calculation in the crosstab, but this one will be on the whole set. IE total value
ComputationField.create(Sum, "value", verbose_name=_("Total Value")),
]
Low level
The view is a wrapper over the ReportGenerator class, which is the core of the reporting engine. You can interact with the ReportGenerator using same syntax as used with the ReportView .
from slick_reporting.generator import ReportGenerator
from .models import MySalesModel
class MyReport(ReportGenerator):
report_model = MySalesModel
group_by = "product"
columns = ["title", "__total__"]
# OR
my_report = ReportGenerator(
report_model=MySalesModel, group_by="product", columns=["title", "__total__"]
)
my_report.get_report_data() # -> [{'title':'Product 1', '__total__: 56}, {'title':'Product 2', '__total__: 43}, ]
This is just a scratch of what you can do and customize.
Demo site
Available on Django Slick Reporting
You can also use locally
# clone the repo
git clone https://github.com/ra-systems/django-slick-reporting.git
# create a virtual environment and activate it
python -m venv /path/to/new/virtual/environment
source /path/to/new/virtual/environment/bin/activate
cd django-slick-reporting/demo_proj
pip install -r requirements.txt
python manage.py migrate
python manage.py create_entries
python manage.py runserver
the create_entries command will generate data for the demo app
Documentation
Available on Read The Docs
You can run documentation locally
<activate your virtual environment>
cd docs
pip install -r requirements.txt
sphinx-build -b html source build
Road Ahead
Continue on enriching the demo project
Add the dashboard capabilities
Running tests
Create a virtual environment (maybe with virtual slick_reports_test), activate it; Then ,
$ git clone git+git@github.com:ra-systems/django-slick-reporting.git
$ cd tests
$ python -m pip install -e ..
$ python runtests.py
# Or for Coverage report
$ coverage run --include=../* runtests.py [-k]
$ coverage html
Support & Contributing
Please consider star the project to keep an eye on it. Your PRs, reviews are most welcome and needed.
We honor the well formulated Django’s guidelines to serve as contribution guide here too.
Cross Reference
If you like this package, chances are you may like those packages too!
Django Tabular Permissions Display Django permissions in a HTML table that is translatable and easy customized.
Django ERP Framework A framework to build business solutions with ease.
If you find this project useful or promising , You can support us by a github ⭐
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