Annual reports #222

New Issue

mpeltriaux · 2022-10-12T10:46:50+02:00

mpeltriaux commented

2022-10-12 10:46:50 +02:00

Status quo

Using the reports menu, an ETS user can easily create reports on created data for certain responsible offices.

The ministry has been delighted by this easy to use feature but asked for the possibility to automatically create said reports for all offices at once.

Solution 1

(Ministry) User oriented --> user needs to do the action

Add an All option at the top of the drop-down office selection
1. All will only be added to the list if the performing user has all regular needed permissions and has is_staff activated on it's profile
2. The ministry's users will need to be configured this way to be able to use the extended feature
If All is selected, an extended template should be used for displaying the results:
1. All offices are collapsible elements (just like the results itself) and can be opened by clicking
2. Each of these elements contain the regular report, which would have been generated on a single-option-select for the office
3. Each of these elements contain an own download button, which provides the excel download for this specific office's report
4. At the top of the whole page, there will be another download button, which provides the download of all these single report at once
  1. It needs to be evaluated whether all excel reports should simply be zipped and provided as download or all reports should be stored into a single excel file using different sheets

Solution 2

KSP-Servicestelle admin oriented --> admin needs to do the action

No fancy frontend works to be done
Add a new command like gen_annual_report with a parameter defining the year, so a call would look like python manage.py gen_annual_report 2022 to generate all reports for the year 2022 (1.1.2022-31.12.2022)
1. (Year parameter can be extended to a start and end date in ISO format for more flexibility)
2. The command iterates all offices and generates each report
3. All reports will be zipped and sent via mail to each address found inside of django_settings.py ADMINS list
KSP-Servicestelle can redirect the zipped file to the responsible contact

# Status quo Using the `reports` menu, an ETS user can easily create reports on created data for certain responsible offices. The ministry has been delighted by this easy to use feature but asked for the possibility to automatically create said reports for all offices at once. # Solution 1 (Ministry) User oriented --> user needs to do the action 1. Add an `All` option at the top of the drop-down office selection 1. `All` will only be added to the list if the performing user has all regular needed permissions **and** has `is_staff` activated on it's profile 1. The ministry's users will need to be configured this way to be able to use the extended feature 1. If `All` is selected, an extended template should be used for displaying the results: 1. All offices are collapsible elements (just like the results itself) and can be opened by clicking 1. Each of these elements contain the regular report, which would have been generated on a single-option-select for the office 1. Each of these elements contain an own download button, which provides the excel download for this specific office's report 1. At the top of the whole page, there will be another download button, which provides the download of all these single report at once 1. It needs to be evaluated whether all excel reports should simply be zipped and provided as download or all reports should be stored into a single excel file using different sheets # Solution 2 KSP-Servicestelle admin oriented --> admin needs to do the action 1. No fancy frontend works to be done 1. Add a new command like `gen_annual_report` with a parameter defining the year, so a call would look like `python manage.py gen_annual_report 2022` to generate all reports for the year 2022 (1.1.2022-31.12.2022) 1. (Year parameter can be extended to a start and end date in ISO format for more flexibility) 1. The command iterates all offices and generates each report 1. All reports will be zipped and sent via mail to each address found inside of django_settings.py `ADMINS` list 1. KSP-Servicestelle can redirect the zipped file to the responsible contact

mpeltriaux added the

feature

label 2022-10-12 10:46:50 +02:00

mpeltriaux self-assigned this 2022-10-12 10:46:50 +02:00

mpeltriaux referenced this issue

2022-11-25 09:17:58 +01:00

222_Annual_reports #251

mpeltriaux commented

2022-12-06 07:16:39 +01:00