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WulinMaster

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WulinMaster is a grid plugin base on Ruby on Rails and SlickGrid. It provides powerful generator and other tools to make grids easy to build as well as flexible configurations.

Table of contents

Installation

1. Add gem wulin_master to your Gemfile

gem 'wulin_master', git: 'http://github.com/ekohe/wulin_master', branch: 'develop'

2. Run bundler command to install the gem

bundle install

3. Run the generator to install the base building

bundle exec rails g wulin_master:install

This will create:

create  app/controllers/homepage_controller.rb
create  config/initializers/wulin_master.rb
route  root :to => 'homepage#index'

Now, you can config wulin_master in config/initializers/wulin_master.rb

5. Update Rails' default configs

Remove the rails default view layout for wulin_master using its own layout

In config/application.rb, add autoload_paths for screens folder:

config.autoload_paths += Dir[Rails.root.join('app', 'screens', '{**}')]
config.autoload_paths += Dir[Rails.root.join('app', 'grids', '{**}')]

6. Include Wulin Master Javascript and Stylesheets

Add to your app/assets/config/manifest.js

//= link master/master.js
//= link master.css

to your application.js

//= require 'master/master.js'

and to your application.css

 *= require 'master'

Getting Started

1. Generate resource files

Assume generating a new grid called post, run generator as:

bundle exec rails g wulin_master:screen_and_grid post name:string age:integer

This will create:

create  db/migrate/20170919093453_create_posts.rb
create  app/controllers/posts_controller.rb
create  app/screens/post_screen.rb
create  app/grids/post_grid.rb
create  app/models/post.rb
create  app/views/posts
route  resources :posts

name:string age:integer are the columns of the grid, in the format of [field:type field:type].

2. Run migration

bundle exec rake db:migrate

This will create grid_states table for wulin_master to store the grid states for each user, including column's width/order/visibility, sort column and filter states.

3. Add grids

Create your first grid as the following:

# app/grids/post_grid.rb

class PostGrid < WulinMaster::Grid
  title 'Posts'   # Title

  model Post      # ActiveRecord model

  path '/posts'   # Path corresponding to `resources :posts` in routes.rb

  # Style options
  fill_window false
  width: '500px'
  height: '500px'

  # Other options
  cell_editable false
  eager_loading true

  # Define the grid row height
  row_height 30

  # Toolbar items shown as Material Design icons (https://material.io/icons/)
  action :publish_post, icon: :publish
  action :see_author, icon: :user
  ...

  # Call this method to add default toolbar items (Create/Edit/Delete/Import/Export)
  load_default_actions

  # Behaviours act as grid event handler
  behavior :highlight
  behavior :show_total_price
  ...

  # Define the grid columns
  column :title, sortable: true, visible: true, editable: true
  column :category, width: 100, label: "Category"
  column :created_at, editor: "TimeCellEditor"
  ...

  # Define dynamic edit form
  edit_form :version1 do |form|
    form << :name
  end

  edit_form :version2, class: 'version2_toolbar', icon: 'add' do |form|
    form << :code
  end

  # It defines two edit forms as well as toolbar items: version1, version2,
  # including different columns. The options `class: 'version2_toolbar', icon: 'add'`
  # is the same to action method arguments. Clicking toolbar `version1` will popup
  # form version1 including column [:name], while `version2` will trigger the popup
  # with column [:code].
end

4. Add screens

A screen can have one or multiple grids.

# app/screens/post_screen.rb:

class PostScreen < WulinMaster::Screen
  title 'All Posts'

  path '/posts'

  grid PostGrid
end

5. Add controllers

Add controllers inherited from WulinMaster::ScreenController and tell the controller which screen it controls. You can also define customized callbacks of your own.

# app/controllers/posts_controller.rb

class PostsController < WulinMaster::ScreenController
  controller_for_screen PostScreen

  add_callback :query_filters_ready, :add_scope
  add_callback :query_ready, :state_filter

  protected

  # Add scope to query
  # @query here is an ActiveRecord class
  def add_scope
    @query = (params[:add_scope] == 'true' ? @query.scope : @query)
  end

  # Set filter for grid source
  # @query here is a ActiveRecord::Relation object
  def state_filter
    @query = @query.where(state: params[:state] || 'ok')
  end
end

6. Add Indexes

When searching by a string column, Wulin is generating this query:

SELECT * FROM "my_table" WHERE (UPPER(cast((my_table.my_column) as text)) LIKE UPPER('my_search%'));

For large table this will take a while to perform without proper index. To solve that you can speed up the queries by adding a trigram index like this:

CREATE INDEX trgm_index_my_table_on_my_column ON my_table USING gin ((UPPER(cast((my_table.my_column) as text))) gin_trgm_ops);

Usage

1. Grid configuration

Basic grid configuration

A basic grid configuration needs to provide a model and columns. A title and path are optional, they will be assigned automatically according to the grid class name and model.

#app/grids/post_grid.rb

class PostGrid < WulinMaster::Grid
  model Post

  title 'All posts'   # optional
  path '/blogs'       # optional

  column :title
  column :content
  column :author
end

Column options

A column can be a real field in the database table of the current model, or a virtual attribute of the model or other models. You can attach one or more options to define attributes for the column.

:visible

Default is true. If set false, the column will be invisible initially (can make it visible from column picker).

:always_include

Default is false. if set, this column will be available in the data even if not visible.

:editable

Default is true. If set, false, the grid cell of this column can not be edited.

:sortable

Default is true. If set false, this column can not be sorted.

:default_sort_asc

Default is true. If set false, this column default sort direction is DESC.

:formable

Whether to show the column in the create and update form or not. You can either set it to true or false, or pass an array [:new, :edit] for one or both of them.

class PostGrid < WulinMaster::Grid
  ...
  column :author, formable: true          # author column will appear in both create and update form.
  column :title, formable: [:new, :edit]  # same to `formable: true`.
  column :content, formable: [:new]       # content column will appear in only create form.
  ...
end

:auto_fill

Default is false. If set true, the column will appear in the new/edit form in readonly.

:label

Sets the title displayed on the column header. If not set, the column label will be the same as the column name. The label can be a Proc.

:width

Sets the initial width of the column. Default is 150.

:source

Indicates the data source (the attribute name of the DB).

class PostGrid < WulinMaster::Grid
  ...
  column :author_email, source: :email, through: :author  # source = :email (of Author)
  column :email, through: :author                         # source = :email (of Author)
  column :author, source: :name                           # source = :name  (of Author)
  column :author                                          # source = :name  (of Author)
  column :title                                           # source = :title (of Post)
  ...
end

:through

Indicates the model when a column comes from another model:

class PostGrid < WulinMaster::Grid
  ...
  column :author_name, source: :name, through: :author
  ...
end

:join_aliased_as

When the grid needs to show two or more columns which come from the same table and the same column, you can define :join_aliased_as for one column to set the alias. This will avoid conflict when doing sql join.

:sort_column

Indicates the column that should be used for sorting when it is not the column itself.

:sql_expression

This option is special and rarely used. It is only used when you want to perform a special sql operation, like the 'sorting' or 'filtering' virtual attributes by sql.

:sql_type

This option is only used when the column is a virtual attribute column. Since it is not a real column in the database, we can not know its type of db level. So if you want to enable this column to be editable in the create or edit form, you have to explicitly specify its :sql_type.

:editor

By default, if the column is editable, the type of cell editor is determined from the column types such as string, integer, boolean etc. Therefore you don't need to specify the editor manually for general cases. However in some cases you have to define the :editor. For example, SelectEditor renders a dropdown of possible values of the column, TimeCellEditor renders a time-picker for the column which is of datetime type, etc.

You can define a new type of editor by yourself. All editor definitions can be found in editor.js

:formatter

This option defines how the value is displayed in the grid cell. For example, MoneyFormatter renders the number value as money format, etc.

You can also define a new formatter by yourself. The formatter definitions are all located in slick.editor.js.

:choices

This option should be used together with SelectEditor, it specifies the options of the dropdown. Its value can be an array, a url path which can return a response of array, or a hash in very rare cases.

:choices_columm

This option should also be used together with SelectEditor. Its value should be another column name in the grid, and the value of the column for the current record is an array, so that the current dropdown will load the array items as options.

:file

If the column is a file field, like image or any file, you should add this option and set it to true. It will use file_field in the new/edit form.

:hide_autocomplete

Set hide_autocomplete: true to disable the autocomplete.

:autocomplete_minlength

You can define an number which represent the minimum number of characters before autocomplete starts. ex: autocomplete_minlength: 3 trigger the autocomplete from the 3nd characters.

:password

If this column is a password or password_confirmation, you should add this option and set it to true. It will use password_field in the new/edit form.

:depend_column

This option should be used when the :choices option is specifying a hash value. When you choose a value, say 'k1', from the column that :depend_column specifies, then when you edit the current column, the dropdown will display options which are the values of key 'k1' in the choices hash. Here is an example:

class ServiceGrid < WulinMaster::Grid
  UNIT_OPTIONS = ["piece", "match", "mn", "slot", "match-day", "match-period", "pkg"]
  UNIT_SCALE_OPTIONS = {'piece' => [],
                        'match' => [],
                        'mn' => ['10','30','60'],
                        'slot' => ['pre','post'],
                        'match-day' => [],
                        'match-period' => [],
                        'pkg' => []}
  ...
  column :unit, choices: UNIT_OPTIONS, editor: 'SelectEditor'
  column :unit_scale, choices: UNIT_SCALE_OPTIONS, depend_column: :unit, editor: 'SelectEditor'
  ...
end

For the example above, if you choose 'mn' for :unit column, the available values for :unit_scale will be ['10','30','60'].

:currency

This option should be used when the :formatter is 'MoneyFormatter', you can specify it as '$' or '€', or other types of currencies.

:position_of_currency

This option should be used when the :formatter is 'MoneyFormatter'. The expected values are 'before' and 'after' to customize the position of currency sign relative to the value. Default is after.

:precision

This option could be used when the :formatter is 'MoneyFormatter'. it control the precicion of the money.

:dynamic_options

This option is only useful for some relation columns. For example, Post belongs to Category. In the Post grid, the category cell editor should be a drop-down. If :dynamic_options is set to true for the category column in the Post grid, it will be a Add new option option at the bottom of the category drop-down. When you click on the Add new option option, the create category form pops up, and you can create a new category there. Then the drop-down will choose the created category automatically.

:distinct

This option is only useful for the text column.

:style

Set inline css to the cell that belongs to the specified column. Example: style: 'text-align:center'

:style_class

Set the css class to the cell that belongs to the specified column. Example: style_class: 'red'

Grid styles

The style configuration methods are all defined in the WulinMaster::ComponentStyling module (both grid and panel components). You can use these methods in a grid class file, or as an option of grid in a screen class file, like:

class PostGrid < WulinMaster::Grid
  width "50%"
  height "30%"
end

or

class PostScreen < WulinMaster::Screen
  grid PostGrid, width: "50%", height: "30%"
end

The following are the available style methods:

:height

Sets the height of the component. The value can be a number (default unit is px) or a percentage string.

:width

Sets the width of the component. The value can be a number (default unit is px) or a percentage string.

:css

Sets the whole style of the component. The value is a string of css styles, such as width:300px;height:200px;float:left

:fill_window

Determines whether the component fills the whole window or not. The default value is true.

Grid options

The option configuration of the grid can set some attributes of the grid. These methods can be used in a grid class file, or as an option of a grid in a screen class file, like the usage of grid styles. The available option methods are as follows:

:cell_editable

Sets whether the whole grid is editable or not. The default is true.

:column_sortable

Sets whether all columns are sortable or not. The default is true.

:hide_header

Sets the grid hide header or not. The default is false.

:eager_loading

Sets the grid load data or not when rendered. The default is true. If set to false, the grid will not load data until filters are set.

:multi_select

The default is true, which means multiple rows in the grid are selectable. If set to false, only one row is selectable.

:color_theme

Sets color theme for a specific grid. The default color theme comes from app_config.yml under the config folder. WulinMaster supports all colors provided by MeterializeCSS

# config/app_config.yml

wulin_master:
  color_theme: 'blue'
# app/grids/post_grid.rb

class PostGrid < WulinMaster::Grid
  color_theme 'red'
end

:background_color

Apart from color_theme, we can also set the background color using background_color. Same as color_theme, the supported colors are listed here.

:estimate_count

Normally, WulinMaster uses the #count method of ActiveRecord which uses basic query SELECT COUNT(*) FROM TABLE_NAME to count the rows listed in a grid. However we also provide an optimized version by using the benefit of count estimate for the same performance when persisting your data in a PostgresSQL database. The method can also be used only when the data volume is incredibly large by setting the threshold parameter as estimate_count threshold: 1000000.

:default_sorting_state

Sets the default sorting state for the grid. Usage: default_sorting_state column: 'name', direction: 'ASC'

:row_detail

Sets to show the row detail panel. You can specify the options as follows:

row_detail cssClass: 'company_row_detail', panelRows: 5, useRowClick: true, showTriggerColumn: false, loadingTemplate: '<span class="red-text">Loading...</span>', postTemplate: :company
  • cssClass: A CSS class to be added to the row detail. Default: detailView-toggle
  • panelRows: Row count to use for the row detail panel. Default: 4
  • hideRow: Boolean flag. When true will hide the current row on a row click (from any column). Default: false
  • useRowClick: Boolean flag. When true will open the row detail on a row click (from any column). Default: false
  • showTriggerColumn: Boolean flag. When false will hide the column to trigger the row detail panel. Default: true
  • loadingTemplate: Template (html) that will be used before the async process, typically used to show a spinner/loading. Default: Loading...
  • postTemplate: Template that will be loaded once the async function finishes. Should be defined as a javascript method with item data as the parameter passed as a property of a global object named RowDetailTemplates which return the html code. Default: <div class="row-detail"> ID: ' + item.id + '</div>. You can also define your own templates within the host app's assets:
    var RowDetailTemplates = $.extend({}, RowDetailTemplates, {
      company: function(item) {
        return '<div class="company-row-detail red-text"> Name: ' + item.name + '</div>';
      }
    });

:checkbox

Add a checkbox column as the first column

checkbox true, triggerAfterCheck: ".bulk-actions-trigger", triggerEventName: "triggerDOM", maxSelectRows: 20
  • maxSelectRows: Max rows allow to select, default is null, means no limitation. A alert will comes out when user selelect more than 20 rows if maxSelectRows: 20 is set
  • triggerAfterCheck and triggerEventName: Trigger the DOM every time after user click the checkbox. This is used to call function outsid of WulinMaster.
    • If you need to reload the rows you have modified, you can use reloadRowsByIds(ids)
    • If you need to remove the rows you have modified, you can use removeRowsByIds(ids)

Grid actions

If you want to set toolbar items on the grid, grid actions provide a convenient way to do that. Let's look at an example:

1.First, call the action method in the grid configuration file. For example, we want to add a 'print' button on the toolbar

class PostGrid < WulinMaster::Grid
  ...
  action :print, title: 'Print Post', icon: :print
  ...
end

After this, you will see an icon appear on the grid toolbar, and the item css should be print_action toolbar_icon_print. A background image can be set for the css. Currently, the available options are 'title' and 'icon' which are used to set the action text and css for each.

2.Then, create a javascript file for the action. Write the click handler for it:

// app/assets/javascripts/actions/print.js

WulinMaster.actions.Print = $.extend({}, WulinMaster.actions.BaseAction, {
  name: 'print',

  handler: function() {
    // write your logic when click the toolbar item
    alert("print");
  }
});

WulinMaster.ActionManager.register(WulinMaster.actions.Print);

You can add this js file anywhere in the application, but we recommend to put it in the app/assets/javascripts/actions folder

That's all, you have set up a simple print action.

In addition, you can call the load_default_actions method to add the default toolbar items of WulinMaster. The toolbar items are 'Create', 'Delete', 'Edit', 'Audit', 'Import' and 'Export'(if you have installed WulinAudit, WulinImport and WulinAudit gem).

Also, if you want to extend the WulinMaster gem or to create your own gems which include new actions and you want to make them to be default actions, you can call the API method add_default_action:

# param1         : :import - action name
# param2 (option): { icon: :file_upload } - select default icon from https://material.io/icons/
# param3 (option): { global: true } - action available when no record is selected, such as Create, Import, Export etc.
WulinMaster::Grid.add_default_action :import, icon: :file_upload, global: true

Grid behaviors

WulinMaster grid has a lot of events such as onDataLoaded, onViewportChanged, etc. (see slick.grid.js for details). If you want to bind some event handlers, grid behavior gives you an easy and well-organized way. Let's look at an example:

1.First, call the #behavior method in a grid configuration file. We want to add the show_total_price behavior after the grid data has loaded.

class OrderGrid < WulinMaster::Grid
  ...
  behavior :show_total_price
  ...
end

2.Then, create a javascript file for this behavior. Write the event and handler for it:

// app/assets/javascripts/behaviors/show_total_price.js

WulinMaster.behaviors.ShowTotalPrice = $.extend({}, WulinMaster.behaviors.BaseBehavior, {
  event: "onDataLoaded",

  subscribe: function(target) {
    this.grid = target;
    var self = this;
    target.loader[this.event].subscribe(function(){ self.handler() });
  },

  unsubscribe: function() {
  },

  handler: function() {
    var total = 0.0;
    var dataset = this.grid.getData();
    for(var i in dataset) total += datas[i].price
    alert(total);
  },
});

WulinMaster.BehaviorManager.register("show_total_price", WulinMaster.behaviors.ShowTotalPrice);

You can add this js file anywhere in the application, but we recommend to put it in the app/assets/javascripts/behaviors folder

That's all, you have set up a simple behavior.

In addition, we already provide some behaviors in the wulin_master gem, which can be checked out in the wulin_master/app/assets/javascripts/master/behaviors folder. If you want to disable some default behaviors for the grid in your application, you are able to call the remove_behaviors method. Also, if you extend the WulinMaster gem or create your own gems which include new behaviors and you want to make them the default behavior for all grids, you can call the API method add_default_behavior(YOUR_BEHAVIOR) to configure that.

Configuration for different screens

In many cases, a grid may appear on different screens for different purposes, so it may have different styles, options, actions or behaviors across screens. This is easy to implement.

1.If you configure the grid in a screen class file, the grid options are only valid on this screen:

class PostScreen < WulinMaster::Screen
  grid PostGrid, width: '30%', height: '50%', eager_loading: false, multi_select: false
  ...
end

class MagazineScreen < WulinMaster::Screen
  grid PostGrid
  ...
end

As above, the PostGrid options defined in PostScreen are only valid on the grid in PostScreen, without affecting the grid in MagazineScreen.

2.However, if you configure the grid in a grid class, you should specify which screens are available or not by using :only and :except option:

class PostGrid < WUlinMaster::Grid
  ...
  width: '30%', only: [:MagazineScreen]
  action :print_post, except: [:MagazineScreen]
  behavior :show_author
  ...
end

As the example above, the PostGrid's width will be '30%' only in MagazineScreen. The print_post action will appear in all screens except MagazineScreen, however, the show_author behavior has not been set the :only nor :except option, so it will be available to PostGrids in all screens.

The :only and :except options can be appended to all methods of grid styles, options, actions and behaviors.

Configuration for different users

Permission management is a necessary aspect for the application. If you are using wulin_permits (the permission management plugin of the Wulin series), you can easily configure which screens or grid actions are visible for a certain kinds of users.

For screen permission, configuration is possible as such:

submenu 'Orders' do
  # the "order#cud" is a auto-generated permission by wulin_permits, you can configure it in 'Roles Permissions' setting
  item CreateOrderScreen, authorized?: lambda { |user| user.has_permission_with_name?('order#cud') }
  item OrderScreen
end

For action permission:

class ContactGrid < WulinMaster::Grid
   ...
   action :create
   action :edit
   action :delete, authorized?: lambda { |user| user.has_permission_with_name?("contacts#delete") }
   ...
end

Configuration for multi-level joins support to ActiveRecord

Use case: Travel belongs to Position and Position belongs to Person. We want to show the first_name field of a person in Travel grid with sorting and filtering available.

For the case above, we could work it around by configurations as following:

1. Define the relationship to person for Travel
# travel.rb

class Travel
  has_one :person, through: :position
end
2. Define first_name through person in grid
# travel_grid.rb

class TravelGrid < WulinMaster::Grid
  column :first_name, through: :person
end

2. Panel configuration

As one of WulinMaster components, WulinMaster::Panel can also be rendered in the screen as WulinMaster::Grid, however the configuration is much easier:

# app/panels/order_booking_panel.rb

class OrderBookingPanel < WulinMaster::Panel
  fill_window false
  width '100%'
  height '50%'
  partial 'order_booking'
end

Panel configuration can use the same methods used in grid styles since they are defined in WulinMaster::ComponentStyling which are both included in WulinMaster::Grid and WulinMaster::Panel.

The special configure option for a Panel is partial. By default, the corresponding html partial file for a Panel should be put in app/views/panel_partials, and the file name should be the underscore version of panel class name. However if you want to use another partial name, you can set partial option manually.

3. Screen configuration

Basic screen configuration

The most basic screen configuration does not need to provide anything, it will request the url path which it gets from the screen class name. For example OrderScreen will request path orders?screen=OrderScreen unless you set path option, and will display nothing until you add grids and panels. They will be rendered on the screen one by one.

class OrderScreen < WulinMaster::Grid
  path '/orders/booking'  # optional

  title 'Orders Booking'  # optional

  panel OrderBookingPanel, height: '50%'
  grid OrderGrid, height: '50%'
end

Grid and Panel options in screen

This has been explained in 'Grid configuration/Configuration section, describing the different screens'. The option you set for a panel or a grid in this screen class will be valid only in this screen.

Master-Detail grids

In many cases, we need to display two grids in one screen whose model relationship is belong_to and has_many. We have built a helper method master_grid in the wulin_master gem to enable you to easily implement this. Eg, you want to show AuthorGrid and PostGrid in one screen. w When one author is selected in AuthorGrid, the PostGrid will show his/her posts.

class ArticleScreen < WulinMaster::Screen
  title 'All Articles'
  path 'authors'

  grid AuthorGrid, height: '50%'
  grid PostGrid, height: '50%', master_grid: 'AuthorGrid', eager_loading: false
end

In the example above, eager_loading is set to false to prevent PostGrid from loading until an author is selected.

Sometimes, there is no existing master grid, but you still want to have the detail grid filtered by a given master id. In this case you can use master_model instead of master_grid. In fact, the two options both add a hidden column into detail grid in purpose of filtering, generally the column name is the foreign key name between the detail grid model and the master model. Let's make a small change in the previous example and use the master_model option:

# article_screen.rb

class ArticleScreen < WulinMaster::Screen
  title 'All Articles'

  panel AuthorSelectionPanel
  grid PostGrid, height: '50%', master_model: 'author', eager_loading: false
  # Actually, the master_model option will add a hidden column 'author_id' into PostGrid
end
// author_selection.js (using jQuery)

$('.#author_list').change(function(){
  var postGrid = gridManager.getGrid('post');
  var author_id = $(this).val();

  postGrid.master = {filter_column: 'author_id', filter_value: author_id};
  postGrid.loader.addFilter('author_id', author_id, 'equals');
});

In the above example, there is no Author grid, but supposing a dropdown list #author_list is located in AuthorSelectionPanel, when we select one author from the dropdown. The data in PostGrid will be be filtered by invoking the javascript method addFilter.

add_detail action

For Master-Detail relationship, wulin_master provides a build-in action add_detail. Once you use it on detail grid, you can get a new toolbar item which can help you to add one or more detail records for the selected master record.

class AuthorPostGrid < WulinMaster::Grid
  ...
  action :add_detail, model: 'post', screen: 'AddPostScreen', icon: 'add', title: 'Add Posts'
end

class AddPostScreen < WulinMaster::Screen
  grid PostGrid, title: 'Available Posts', master_model: 'author'
end

In the code above, action :add_detail must have two necessary options, model and screen: model specifies what kind of record you want to add, screen is the screen that contains the grid which you can pick records from.

add_detail action can have the option reload_master. If set to true, the master grid will be reloaded automatically, when adding detail records is over. (This option can also be applied to :delete action when it is used as 'remove detail').

detail_model option

We often meet self-related models when we 'add detail'. Imagine that there is an Employee model, and an employee can have many subordinates which are also employees.

class Employee < ActiveRecord::Base
  has_many :subordinates, through: :staff_relations    # staff_relations is the middle table
  has_many :bosses, through: :staff_relations
end

Now we can set grids to add subordinates for the selected employee, like the following code:

class EmployeeGrid < WulinMaster::Grid
  ...
  action :add_detail, model: 'subordinates', screen: 'AddSubordinateScreen', title: 'Add Subordinates', icon: 'add', only: [:BossScreen]
end

class AddSubordinateScreen < WulinMaster::Screen
  grid EmployeeGrid, title: 'Available Employees', master_model: 'bosses', detail_model: 'subordinates'
end

In the code above, we must specify detail_model as 'subordinates' for EmployeeGrid in AddSubordinateScreen. Otherwise the EmployeeGrid will use the default model 'employee' to find the relationship, which will cause an error.

Define Inclusion-Exclusion grids

Inclusion-Exclusion grids is also a very common case. For example, there are 3 grids in the screen, the models of two grids has the relationships has_and_belongs_to_many or has_many, the third grid comes from the join table or through model. Let's look at following example:

+++++++++++++++++++++++++++++++++++++++++++++++++++++++
| People Groups                                       |
|-----------------------------------------------------|
|| Name    ||                                         |
|-----------|                                         |
| Managers  | *                                       |
|-----------|                                         |
| Employers |                                         |
|-----------|                                         |
|_ _ _ _ _ _| _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ |
|+++++++++++++++++++++++++++++++++++++++++++++++++++++|
|  Exsiting People  |           |  Available People   |
|-------------------|  _______  |---------------------|
|| Name            || | < Add | ||  Name             ||
|-------------------|  -------  |---------------------|
| Tom               |  _______  |  Alice              |
|-------------------| |Remove>| |---------------------|
| Mike              |  -------  |  Bob                |
|-------------------|           |---------------------|
|                   |           |  Jerry              |
|                   |           |---------------------|
+++++++++++++++++++++++++++++++++++++++++++++++++++++++

We have the PeopleGroup model, People model, they have a has_many relation with each other, their relation through model is PeopleGroupsPeople. We want to build the above screen to manage the groups. When we select a group, the left bottom grid will show people from this group, the right bottom grid will show people who are not in the group yet, and you can utilize the middle panel to add/remove people to/from the group. We can implement as the following:

# app/grids/people_group_grid.rb
class PeopleGroupGrid < WulinMaster::Grid
  column :name
end

# app/grids/people_grid.rb
class PeopleGrid < WulinMaster::Grid
  column :name
end

# app/grids/people_groups_people_grid.rb
class PeopleGroupsPeopleGrid < WulinMaster::Grid
  column :people
end

# app/screens/people_group_screen.rb
class PeopleGroupScreen < WulinMaster::Screen
  path '/people_groups'

  grid PeopleGroupGrid, height: '50%'

  # People/PeopleGroup inclusion-exclusion
  grid PeopleGroupsPeopleGrid, height: '50%', width: '45%', title: 'Existing People', include_of: 'PeopleGroupGrid', eager_loading: false
  panel WulinMaster::InclusionExclusionPanel, height: '50%', width: '10%', inclusion_grid: 'PeopleGroupsPeopleGrid', exclusion_grid: 'PeopleGrid'
  grid PeopleGrid, height: '50%', width: '45%', title: 'Available Peoples', exclude_of: 'PeopleGroupGrid', eager_loading: false
end

In the configuration for the screen above, we use helper methods include_of, exclude_of to specify the inclusion and exclusion grids, also we used WulinMaster::InclusionExclusionPanel which is pre-defined in the wulin_master gem. However it has to know which is the inclusion grid and which is the exclusion grid by set options inclusion_grid and exclusion_grid.

4. All grids filtering and sorting testing(Experiment Feature)

We have many grids in the projects, so we create two generic test cases

  1. screen_controllers_filterable_spec.rb
  2. screen_controllers_sortable_spec.rb

The first one will try to get all the screens and filterable columns, and do a rspec test, the second one will try to get all the screens and sortable columns, and do a rspec test

# just run this command in your project
rails generate wulin_master:install_rspec

Contributing

  1. Fork it
  2. Create your feature branch (git checkout -b new-feature)
  3. Commit your changes (git commit -am 'Added an awesome feature')
  4. Push to the branch (git push origin new-feature)
  5. Create new Pull Request

License

WulinMaster is released under the MIT license.