Renders a pivoted bank statement view with togglable columns, copy-to-clipboard value fields, a "View Transactions" drill-through modal, and a "Report" category flag modal.
DisplayBankStatement — set as ReportType in def_report.
def Render(self, Param1="", Param2="", Param3="") -> str:
No parameters are used at the Render level; the data is expected in self.data_list and self.FieldNames. The report pivots the data using pivot_options from _Options, appends an Actions column, and builds an HTML table with show/hide nav-pill buttons per column.
Returns an HTML string including the table, toggle script, clipboard script, and modal script.
RpcRendertable(data)Called from the browser when a "View Transactions" button is clicked. Queries data_transaction_bank_statement joined to data_collection_transaction and data_tenant_category for the given param1 (transaction GUID), param2 (group date), and param3 (category ID), and returns the rendered HTML of an ObjReportTable instance. Input: {param1, param2, param3}.
Options read from self._Options JSON.
| Key | Effect |
|---|---|
pivot_options |
Dict with rows, cols, vals, aggregatorName (Sum/Average/Count/Max/Min), and optional rowOrder list. Controls how _pivot_data reshapes the dataset using pandas. |
showText |
Prefix for show-column button labels (default: "Show") |
hideText |
Prefix for hide-column button labels (default: "Hide") |
axion.rpc.js, modal_report_basic.css, and package.switchx/transaction_results.css.pandas for pivot table construction and shortuuid for unique DOM element IDs.Decimal and datetime/date values are normalised before pivoting.flag_transaction_category form via axion_formload, pre-filling hidden fields sys_param1 and sys_param2.displayorder and categoryid are hidden in the rendered table but used internally.category values in exclude_view_transactions_rows (e.g. "start date", "end date") do not show a "View Transactions" button.