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  1. CiviCRM
  2. CRM-10933

Allow user to specify the detail report instance linked to from a summary report instance

    Details

    • Type: Bug
    • Status: Done/Fixed
    • Priority: Minor
    • Resolution: Fixed/Completed
    • Affects Version/s: 4.2.2
    • Fix Version/s: 4.3.0
    • Component/s: CiviReport
    • Labels:
      None

      Description

      PROBLEM: A number of summary report templates provide links to a detail report for "drilldown". However, the summary report user interface does not allow the user to specify which instance of a detail report should be linked to - and currently (as of 4.2.2) links to the instance with the lowest ID (CRM-10927). This does not work well when users have created many different instances of a given detail report - as the drilldown provides "unexpected" results.

      SOLUTION: If there is more than one eligible drilldown instance, provide a dropdown and allow the user to select one. Dropdown will include an "empty" (- select - ) option which will results in the current default behavior (pick the instance with the lower instance ID).

      Implementation
      ============
      NOTE: Deepak - this is a draft implementation. Feel free to modify / simplify if you see a cleaner way to do this.

      0. Add new column to report_instance table to store drilldown_id

      1. Add a new property to report constructors allowing reports to define a "drilldown report_id". For example, CRM_Report_Form_Contribute_Summary would define this as 'contribute/detail'.

      2. When a report instance of a report which has this property defined is loaded, check if there are > 1 report instances where report_instance.report_id = drilldown report_id. If so, include dropdown in Report Settings > Other Settings

      "Link to Detail Report" [ - select - ]

      Dropdown lists eligible report instance titles.

      3. Update Report post process saves the drilldown instance id.

      4. Modify getNextUrl method used in alterDisplay() to retrieve the specified drilldown instance id.

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              • Assignee:
                ravish.nair Ravish Nair
                Reporter:
                dgg David Greenberg
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                • Created:
                  Updated:
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