Action Buttons in Column

Use Case

As seen above, we want an inline “Close” button for each row in the above report. Clicking on this button should close the corresponding ToDo and refresh the report automatically.

The Report Python Script

The logic below is pretty simple. We are fetching the status, description and name for the ToDo documents that are either created by or allocated to the currently logged in user using or_filters:

my_todos.py
import frappe

def execute(filters=None):
    return get_columns(), get_data()

def get_data():
    current_user = frappe.session.user
    todos = frappe.get_all(
        "ToDo",
        filters={"status": "Open"},
        # created by or allocated to current user
        or_filters=[{"owner": current_user}, {"allocated_to": current_user}],
        fields=["name", "description", "status"],
    )
    return todos

# 3 columns
def get_columns():
    return [
        {
            "label": "Description",
            "fieldname": "description",
            "fieldtype": "Data",
            "width": 400,
        },
        {"label": "Status", "fieldname": "status", "fieldtype": "Data", "width": 200},

        # This column will be used to render the close buttons
        {
            "label": "Close Action",
            "fieldname": "name",
            "fieldtype": "Data",
            "width": 150,
        },
    ]

The JS Script

We will basically be making (a clever 😆) use of the formatter feature of query report scripts to render a button in every row of the “Close Action” column (field name is name):

my_todos.js
frappe.query_reports["My ToDos"] = {
  filters: [],
  onload(report) {
    // add an action button to visit ToDo List View
    report.page.add_inner_button("Go to ToDo List", () => {
      frappe.set_route("List", "ToDo");
    });
  },
  formatter(value, row, column, data, default_formatter) {
    // Show a button instead of the "name"
    if (column.fieldname == "name") {
        const button_html = `Close`;
        value = button_html;
    }
    return default_formatter(value, row, column, data);
  },
  close_todo(name) {
    frappe.db.set_value("ToDo", name, "status", "Closed").then(() => {
      // refresh this report and show alert
      frappe.query_report.refresh();
      frappe.show_alert("ToDo Closed Successfully!");
    });
  },
};

Some Notes From Above Script

1. We are using the add_inner_button JavaScript API to add a button at the top of the report page:

   
   report.page.add_inner_button("Go to ToDo List", () => {
       frappe.set_route("List", "ToDo");
   });
   

2. frappe.query_report refers to the currently open report view. (analogous to cur_frm in form view and cur_list in list view)

3. On click of a button, we are triggering the close_todo method of the report script:

   
   // ${value} is the name of the ToDo document we sent from backend
   frappe.query_reports['My ToDos'].close_todo('${value}')