GivingHouseholds Python Script

View the Code

Suggestion: Right click the link and select the “Open link in a new window” item then arrange your windows you can view side by side.

Install on the Menu

Once this report is running as you want it, you can install it on the menu by clicking the Add to Menu link on the page. Use something like #roles=Deacon,Admin to restrict viewers if needed.

Explanation of the Code

Line 1 allows only those with the role Finance to run this script.

Line 3 allows the code to use .NET DateTime functionality.

Line 5 determines if the user is an Admin. See model.UserIsInRole()

Line 7 loads the HTML template for the report script used to collect the data for the report. See model.TextContent().

Line 10 loads the previously cached DynamicData structure constructed during the GivingHouseholdsData Python Script process.

Lines 12-14 define a function which formats a numeric value with commas and decimal places. Returns an empty string if the numeric value is not defined (None).

Lines 16-17 perform a safe division, avoiding divide by zero.

Note

The SafeDiv function is converted to a percentage using the format function. The format string {:.1%} automatically divides by 100 and formats the value with one decimal place of accuracy.

Lines 19-39 define a function called NewRowAdmin which returns a single role of table columns for the report. The table rows created in this function are suitable for an Admin as there are links to use for reconciliation. The variables isheadcode and isfamilygiver are QueryCode partials appended to the querycode parameter all used in a hyperlink to construct a SearchBuilder query on the fly for reconciliation. See Lines 24 and 25. Line 36 contains a link to be able to see the individual contributions using a specific purpose feature of Contribution Search.

See model.SpaceCamelCase()

Lines 41-59 define a function called NewRow which returns the table row like the previous function, without the reconciliation and validation links, suitable for a non-Admin user.

Lines 61-93 define a function called GetTable which returns the entire table for a given date range. There are three rows in the table, one for Members, one for NonMembers, and one for Both Combined.

Lines 95-97 create the three tables, one for each of the date ranges: ‘Year to Date’, ‘Last 30 Days’, and ‘Last 365 Days’.

Line 99 The final step is to incorporate the three tables into the HTML template by replacing HTML comments for each date range: <!--ytd-->, <!--d30-->, and <!--d365-->. The resulting HTML is printed to the screen.

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