PHP Report Generator

A time-saving PHP reporting library.

NOTE: This package is currently alpha and unstable. As we use it and settle on a final set of features for first release, we'll look to make 1.0.0 our first stable tag.

Installation

Install composer in a common location or in your project:

curl -s http://getcomposer.org/installer | php

Create the composer.json file as follows:

{
    "require": {
        "rootwork/php-report-generator": "0.1.0"
    }
}

Run the composer installer:

php composer.phar install

Concepts

This library is designed to give developers a way to encapsulate reports with a single class.

Core Methods

Your report class should extend Rootwork\Report\ReportAbstract and implement Rootwork\Report\ReportInterface. This will give you two abstract public methods to implement in your class: define() and run().

Definition, Columns and Variables

All reports have a Definition object the defines the features of the report. You add Column instances to define your columns and optional Variable instances if you want to pass variable parameters to your report (for an SQL WHERE clause for example).

Column($name, $display, $type, [$format = null, $total = false])

Variable($name, $display, $type, [$default = null, array $options = [], $format = null])

Data Sources

This library is currently data source agnostic. You are able to pass in and use any data source you like so long as you set an array of rows at the end of your run() method.

You may pass data sources and other dependencies to the constructor using the $options array, and use them in the initialize() method. The constructor will call initialize() with the $options array. Overriding __construct is discouraged.

Usage

Example Report Class

<?php
use Rootwork\Report\ReportAbstract;
use Rootwork\Report\ReportInterface;
use Rootwork\Report\Column;
use Rootwork\Report\Variable;

class MyReport extends ReportAbstract implements ReportInterface
{
    
    /**
     * @var PDO $pdo
     */
    protected $pdo;

    /**
     * Initialize the report class with any custom dependencies you need.
     *
     * @param array $options
     */
    public function initialize(array $options = [])
    {
        $this->pdo = $options['pdo'];
    }

    /**
     * Method for setting up the report definition.
     */
    protected function define()
    {
        $salesReps = [
            'tstark'  => 'Tony Stark',
            'bbanner' => 'Bruce Banner',
            'nfury'   => 'Nick Fury',
        ];
        
        $this->getDefinition()
            ->setTitle('My Sales Report')
            ->addColumn(new Column(
                'orderId', 'Order ID', Column::TYPE_INTEGER, Column::FORMAT_NUMBER
            ))
            ->addColumn(new Column(
                'date', 'Date', Column::TYPE_DATE, 'Y-m-d'
            ))
            ->addColumn(new Column(
                'customer', 'Customer', Column::TYPE_STRING
            ))
            ->addColumn(new Column(
                'salesRep', 'Sales Rep', Column::TYPE_STRING
            ))
            ->addColumn(new Column(
                'amount', 'Amount', Column::TYPE_FLOAT, Column::FORMAT_CURRENCY, true
            ))
            ->addVariable(new Variable(
                'startDate', 'Start Date', Variable::TYPE_DATE, date('Y-m-d'), [], 'Y-m-d'
            ))
            ->addVariable(new Variable(
                'salesRep', 'Sales Rep', Variable::TYPE_SELECT, 'tstark', $salesReps
            ));
    }

    /**
     * Run the report and return results.
     *
     * @return array[]
     */
    public function run()
    {
        $values = $this->getDefinition()->getVariableValues();
        $sql = "SELECT * FROM orders WHERE start_date >= :startDate AND sales_rep = :salesRep";
        $sth = $this->pdo->prepare($sql);
        $sth->execute($values);
        $results = $sth->fetchAll(PDO::FETCH_ASSOC);
        $rows = [];
        
        foreach ($results as $result) {
            $row = [
                'orderId'  => $result['order_id'],
                'date'     => date('Y-m-d', strtotime($result['date'])),
                'customer' => $result['customer'],
                'salesRep' => $result['sales_rep'],
                'amount'   => number_format($result['amount'], 2, ''),
            ];
            $rows[] = $row;
        }
        
        // IMPORTANT: You must set $this->rows as an associative array of results
        $this->rows = $rows;
        return $this->rows;
    }
}

Using Report Classes

You can serialize the report definition as JSON. This is useful if you want to auto generate forms for running reports.

$report = new MyReport(['pdo] => $pdo]);
$definition = $report->getDefinition();
echo json_encode($definition);

Result:

{
    "title": "My Sales Report",
    "columns": [
        {
            "name": "orderId",
            "display": "Order ID",
            "type": "integer",
            "format": "number",
            "total": false
        },
        {
            "name": "date",
            "display": "Date",
            "type": "date",
            "format": "Y-m-d",
            "total": false
        },
        {
            "name": "customer",
            "display": "Customer",
            "type": "string",
            "format": null,
            "total": false
        },
        {
            "name": "salesRep",
            "display": "Sales Rep",
            "type": "string",
            "format": null,
            "total": false
        },
        {
            "name": "amount",
            "display": "Amount",
            "type": "float",
            "format": "currency",
            "total": true
        }
    ],
    "variables": [
        {
            "name": "startDate",
            "display": "Start Date",
            "type": "date",
            "default": "2017-10-03",
            "options": [],
            "format": "Y-m-d"
        },
        {
            "name": "salesRep",
            "display": "Sales Rep",
            "type": "select",
            "default": "tstark",
            "options": {
                "tstark": "Tony Stark",
                "bbanner": "Bruce Banner",
                "nfury": "Nick Fury"
            },
            "format": null
        }
    ]
}

The run() method will return report rows but a more useful output is to encode the report as JSON.

$report = new MyReport(['pdo] => $pdo]);
$report->setParameters(['startDate' => '2017-01-01', 'salesRep' => 'bbanner']);
$report->run();
echo json_encode($report);

Result:

{
    "title": "My Sales Report",
    "columns": [
        {
            "name": "Order ID",
            "type": "integer",
            "format": "number"
        },
        {
            "name": "Date",
            "type": "date",
            "format": "Y-m-d"
        },
        {
            "name": "Customer",
            "type": "string",
            "format": null
        },
        {
            "name": "Sales Rep",
            "type": "string",
            "format": null
        },
        {
            "name": "Amount",
            "type": "float",
            "format": "currency"
        }
    ],
    "rows": [
        {
            "orderId": 1,
            "date": "2017-01-14",
            "customer": "S.H.I.E.L.D.",
            "salesRep": "bbanner",
            "amount": "1000.00"
        },
        {
            "orderId": 2,
            "date": "2017-02-03",
            "customer": "US DOD",
            "salesRep": "bbanner",
            "amount": "2500.00"
        },
        {
            "orderId": 3,
            "date": "2017-03-23",
            "customer": "Acme, Inc.",
            "salesRep": "bbanner",
            "amount": "599.00"
        }
    ],
    "paging": {
      "totalRows": 3,
      "limit": 10,
      "page": 1,
      "totalPages": 1
    },
    "totals": [
        null,
        null,
        null,
        null,
        "4099.00"
    ]
}