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Sign up| #' Format a single "rows" element from a report fact map | |
| #' | |
| #' This function accepts a list representing a single row from a report and | |
| #' selects either the value or label for the report columns to turn into a one | |
| #' row \code{tbl_df} that will usually be bound to the other rows in the report | |
| #' | |
| #' @importFrom purrr map pluck | |
| #' @importFrom dplyr as_tibble | |
| #' @importFrom vctrs vec_as_names | |
| #' @param x \code{list}; a single element from the \code{rows} element of a fact | |
| #' map. When the data is in a tabular format, this element usually has the same | |
| #' length as the number of columns with each element having a label and value | |
| #' element. | |
| #' @template labels | |
| #' @template guess_types | |
| #' @template bind_using_character_cols | |
| #' @return \code{tbl_df}; a single row data frame with the data for the row that | |
| #' the supplied list represented in the report's fact map. | |
| #' @note This function is meant to be used internally. Only use when debugging. | |
| #' @keywords internal | |
| #' @export | |
| format_report_row <- function(x, | |
| labels = TRUE, | |
| guess_types = TRUE, | |
| bind_using_character_cols = FALSE){ | |
| stopifnot(is.list(x), names(x) == "dataCells") | |
| element_name <- if(labels) "label" else "value" | |
| x$dataCells %>% | |
| map(~pluck(.x, element_name)) %>% | |
| modify_if(~(length(.x) == 0), .f=function(x){return(NA)}) %>% | |
| { | |
| if(!guess_types | bind_using_character_cols){ | |
| map(., as.character) | |
| } else { | |
| . | |
| } | |
| } %>% | |
| as_tibble(.name_repair = | |
| ~vec_as_names(names = paste0("v", seq_len(length(.))), | |
| repair = "unique", quiet = TRUE)) | |
| } | |
| #' Format the detailed data from the "T!T" fact map in a tabular report | |
| #' | |
| #' This function accepts a list that is directly returned by the API and further | |
| #' parses it to return a single \code{tbl_df} representing the detail rows and | |
| #' columns of the report without any filters, aggregates, or totals. | |
| #' | |
| #' @importFrom stats setNames | |
| #' @importFrom purrr map pluck | |
| #' @importFrom dplyr as_tibble | |
| #' @importFrom vctrs vec_as_names | |
| #' @param content \code{list}; the list returned from the \code{\link[httr]{content}} | |
| #' function that parses the JSON response to a \code{list}. | |
| #' @template fact_map_key | |
| #' @template labels | |
| #' @template guess_types | |
| #' @template bind_using_character_cols | |
| #' @return \code{tbl_df}; a data frame representing the detail rows of a parsed | |
| #' report result HTTP response where the rows represent each row in the report | |
| #' and the columns represent the detail columns. | |
| #' @note This function is meant to be used internally. Only use when debugging. | |
| #' @keywords internal | |
| #' @export | |
| parse_report_detail_rows <- function(content, | |
| fact_map_key = "T!T", | |
| labels = TRUE, | |
| guess_types = TRUE, | |
| bind_using_character_cols = FALSE){ | |
| # create a boolean that will be set whenever an offending issue is identified | |
| # that can be used to stop the function execution only after all of the checks | |
| # have been performed. This allows the user to receive all possible information | |
| # at once on how to fix any issues rather than doing them one at a time only | |
| # to discover each time that there is a new issue. | |
| stops_triggered <- character(0) | |
| if(!content$allData){ | |
| warning(paste0("The data returned by the API does not contain all data for ", | |
| "this report. Per the Salesforce API documentation, the API ", | |
| "returns the same number of rows as a report run within ", | |
| "Salesforce, which is limited to 2,000 records. As a workaround, ", | |
| "consider running this report multiple times with different ", | |
| "filters to paginate through all of the records."), call.=FALSE) | |
| } | |
| if(is.null(content$reportExtendedMetadata$detailColumnInfo)){ | |
| warning(paste0("Please set `include_details=TRUE` when executing the report. ", | |
| "It appears that there is no detail-level data for this ", | |
| "report."), call.=FALSE) | |
| stops_triggered <- c(stops_triggered, "No detailColumnInfo") | |
| } | |
| if(fact_map_key != "T!T"){ | |
| message(paste0("The `fact_map_key` argument must be 'T!T'. Currently it is the only ", | |
| "format that is supported as this feature is still under active ", | |
| "development. In the future we will support fact map key patterns ", | |
| "for 'Summary' and 'Matrix' reports as described in the Salesforce ", | |
| "documentation at ", | |
| "https://developer.salesforce.com/docs/atlas.en-us.api_analytics.meta/", | |
| "api_analytics/sforce_analytics_rest_api_factmap_example.htm")) | |
| stops_triggered <- c(stops_triggered, "Fact map key is not 'T!T'") | |
| } | |
| if(is.null(content$factMap$`T!T`)){ | |
| warning(paste0("No 'T!T' fact map detected. Please check the report format is ", | |
| "'TABULAR' before requesting again."), call.=FALSE) | |
| stops_triggered <- c(stops_triggered, "Fact map key 'T!T' does not exist in the content.") | |
| } | |
| if(length(stops_triggered) > 0){ | |
| stop_w_errors_listed(errors = stops_triggered) | |
| } | |
| result_colnames <- content$reportExtendedMetadata$detailColumnInfo %>% | |
| map_chr(pluck, "label") %>% | |
| unname() | |
| if(length(content$factMap$`T!T`$rows) == 0){ | |
| resultset <- result_colnames %>% | |
| map_dfc(setNames, object = list(character())) | |
| } else { | |
| resultset <- content$factMap$`T!T`$rows %>% | |
| drop_empty_recursively() %>% | |
| map_df(format_report_row, | |
| labels = labels, | |
| guess_types = guess_types, | |
| bind_using_character_cols = bind_using_character_cols) %>% | |
| set_names(nm = result_colnames) | |
| } | |
| if(guess_types){ | |
| result_datatypes <- content$reportExtendedMetadata$detailColumnInfo %>% | |
| map_chr(pluck, "dataType") %>% | |
| unname() | |
| resultset <- resultset %>% | |
| sf_guess_cols(dataType = result_datatypes) | |
| } | |
| return(resultset) | |
| } | |
| #' Simplify the \code{reportMetadata} property of a report | |
| #' | |
| #' This function accepts the Id of a report in Salesforce and returns its | |
| #' \code{reportMetadata} property with modifications made so that the report | |
| #' will return a dataset that is closer to a tidy format. More specifically, the | |
| #' data will be detailed data (not any report aggregates) in a tabular format | |
| #' with no filters, grand totals, or subtotals. | |
| #' | |
| #' @template report_id | |
| #' @template verbose | |
| #' @return \code{list}; a list representing the \code{reportMetadata} property of | |
| #' the report id provided, but with adjustments made. | |
| #' @note This function is meant to be used internally. Only use when debugging. | |
| #' @keywords internal | |
| #' @export | |
| simplify_report_metadata <- function(report_id, verbose=FALSE){ | |
| report_details <- sf_describe_report(report_id, verbose=verbose) | |
| # replace all empty lists with NA which will be translated to null | |
| report_metadata <- lapply(report_details$reportMetadata, | |
| function(x){ | |
| if(!is.null(x) && | |
| ((is.list(x)) & (length(x) == 0))){ | |
| return(NA) | |
| } else { | |
| return(x) | |
| } | |
| }) | |
| report_metadata <- list(reportMetadata = report_metadata) | |
| report_metadata$reportMetadata$aggregates <- I(character(0)) | |
| report_metadata$reportMetadata$hasDetailRows <- TRUE | |
| report_metadata$reportMetadata$reportBooleanFilter <- NA | |
| report_metadata$reportMetadata$reportFilters <- I(character(0)) | |
| report_metadata$reportMetadata$reportFormat <- "TABULAR" | |
| report_metadata$reportMetadata$showGrandTotal <- FALSE | |
| report_metadata$reportMetadata$showSubtotals <- FALSE | |
| return(report_metadata) | |
| } |