Implement new reports flow

[HeleenSG]

Goal

Configure, save and view reports
As a user, I want to be able to configure the reports I generate and then view them in a table so that I have more visibility and control over the reports I generate.

Description

Build a report page where reports can be found that have been generated through the manual or periodical process.

This includes:

• A configuration page when creating a report
• An export page when creating a report
• A page with an overview of all the previously saved reports ("History"/"All Reports")
• A page where presets can be added and edited for scheduling ("Recipes"/"Presets")
• A page where the presets can be scheduled ("Scheduled")

Design

Figma design:
https://www.figma.com/file/8r4OSFIJt1PF4iDXf9MbqM/%E2%9C%85-KAT-%7C-Approved-for-implementation?type=design&node-id=1211%3A1481&mode=design&t=GgJr2UcIuXk78s01-1

Design ticket:
#2345

Related tickets

Closed

• Create / connect implementation tickets to implement new reports flow #2739
• Setup config page for new report flow #2817
• Add stepper to reports configuration page #2803
• Report flow implementation: Plugin overview #2770
• Reports flow plugin warning requires content #2772
• Report flow implementation: Required plugins section #2771
• Report flow implementation: Suggested Plugins section #2773
• Reports: Styling Report Types names  #2787

History

• Saving reports for history page #2720
• Create report history page frontend #2669
• Reports History - Remove saved reports #3027

Scheduling/presets/queries

• Step 1: Create JSON for making reports #3088
• Step 2: Implement periodical report generation #2658
  • Export setup - report schedule #2779
  • Export setup - report format #2774
  • Export setup - give my report a name #2775
• Step 3: As a user I want to view my scheduled reports #2974
• Step 4: Change and cancel scheduled reports
  • Change the scheduled reports #3123
  • Cancel the scheduled reports #3124
• Step 5: Selection page in report flow (with advanced filter query possibility) #3041
• Step 6: Create report "recipe" page #2670

[NoemiOverdijk]

This is the implementation ticket for:


#2345 Design a space for generated reports (Reports page)


As a user, I would like to have a place where I can view:

• The reports I generated
• including their status

Out of scope:


• The tab structure is not part of the scope of this ticket and will be discussed at a different time.
• The filter design is outdated, the new filter design is part of ticket Design for (applied) filters, deleting & saving. #2463 and can be discussed at the filter page in Figma

The approved design can be found here:
https://www.figma.com/file/8r4OSFIJt1PF4iDXf9MbqM/%E2%9C%85-KAT-%7C-Approved-for-implementation?type=design&node-id=1413%3A53597&mode=design&t=AFaoCMRv6uVySrQr-1

[dekkers]

For saving recurring reports, in a previous project I have used https://github.com/jazzband/django-recurrence for something similar. It has a RecurrenceField, but also general Recurrence and Rule classes that can be useful. The project seems to need a bit love, but I think spending a little bit time on that is better than reinventing the wheel.

[madelondohmen]

For scheduling/queries/preset, we've discussed that to the following steps are needed (in this order):

Step 1:
While generating a report, create a JSON (add a post-request to each page).
At each step in the report flow, the JSON is expanded.

Step 2:
Expand Configuration page with the scheduler.
(Config settings also needs to be added to the JSON)

Step 3:
Make things that are scheduled visible on the report overview page (scheduled tab)

Step 4:
Be able to edit and delete scheduled reports

Step 5:
Be able to create queries (add this to JSON instead of hard OOI selection)

Step 6:
Create "Presets"/"Recipe" tab on report overview page.
A user should be able to create, display, edit and delete presets/recipes/favorites (or whatever name it eventually gets)