@hammerstone/refine-stimulus

How to integrate the refine filter

1. Add the gem

source "https://[e-mail]/hammerstonedev" do
  gem "refine-rails"
end

1. Add the npm package

$ yarn add @hammerstone/refine-stimulus

1. bundle

2. yarn

3. Import the Stimulus Controllers and style sheet in your application. Typically this is in app/javascript/controllers/index.js

import { controllerDefinitions as refineControllers } from "@hammerstone/refine-stimulus"
import "@hammerstone/refine-stimulus/app/assets/stylesheets/index.css";
application.load(refineControllers)

Depending on how you import Stimulus Controllers and define application it may be Stimulus.load(refineControllers)

Troubleshooting Stimulus Controllers

To make sure the Stimulus controllers are loaded properly, add window.Stimulus=application to controllers/index.js Then in the console inspect the stimulus object:

Stimulus.router.modulesByIdentifier

You should see the refine--.... controllers listed

Note about the style sheet:

Instead of importing the plain index.css, you can remove that line and instead, in your app's tailwind-parsed source css files, you can include the raw tailwind file. Tailwind v3 is required for this.

/* in application.css */
@import '@hammerstone/refine-stimulus/app/assets/stylesheets/index.tailwind.css';

1. Add jquery (necessary for our custom select elements) yarn add jquery

Add to index.js or wherever you added your stimulus controllers

import jquery from 'jquery'
window.jQuery = jquery
window.$ = jquery

1. Implement a Filter class in app/filters that inherits from Hammerstone::Refine::Filter. Use this class to define the conditions that can be filtered.

Example (Contacts Filter on a Contact Model)

# app/filters/contacts_filter.rb
class ContactsFilter < Hammerstone::Refine::Filter
  include Hammerstone::Refine::Conditions
  @@default_stabilizer = Hammerstone::Refine::Stabilizers::UrlEncodedStabilizer

  def initial_query
    Contact.all
  end

  def automatically_stabilize?
    true
  end

  def table
    Contact.arel_table
  end

  def conditions
    [
      TextCondition.new("name"),
      DateCondition.new("created_at"),
      DateCondition.new("updated_at"),

    ]
  end
end

1. In your application controller, include Hammerstone::FilterApplicationController which is a helper class to get you up and running quickly. You can remove it and use your own apply_filter method if you want.

Troubleshooting:

If you see this error:

 NameError (uninitialized constant ApplicationController::Hammerstone
web    | 
web    |   include Hammerstone::FilterApplicationController

Please restart your server!

1. In the controller you'd like to filter on, add the apply_filter method. For this example we'll use Contacts model and filter. @refine_filter = apply_filter(ContactsFilter)

Notes for Pagy/Jumpstart

    apply_filter(ContactsFilter, initial_query: (Contact.sort_by_params(params[:sort], sort_direction))
    @pagy, @contacts = pagy(@refine_filter.get_query)
    ```
    
    
This is a helper method you can inspect in `Hammerstone::FilterApplicationController`. You probably *do not* want to use this method but want to implement your own. It will return `@refine_filter` which is generated from the stable_id. The `stable_id` comes in from the params when the form is submitted or the URL is directly changed. 

10. Set the filter stabilized ENV var or credential. 
If using rails credentials: EDITOR="subl --wait" bin/rails credentials:edit --environment development and set NAMESPACE_REFINE_STABILIZERS: 1 

If using .env, application.yml or another gem set NAMESPACE_REFINE_STABILIZERS=1


11. Add the following to your index view to render a button that activates the filter:

<%= render partial: 'hammerstone/filter_builder_dropdown' %>

12. Add the `reveal` controller to your application if using the `filter_builder_dropdown` partial

`yarn add stimulus-reveal`

```javascript
//index.js
import RevealController from 'stimulus-reveal'

application.register('reveal', RevealController)

13. If the gems tailwind styles are being purged with JIT you can add the gem to tmp/gems and add this to your tailwing config.

  './tmp/gems/*/app/views/**/*.html.erb',
  './tmp/gems/*/app/helpers/**/*.rb',
  './tmp/gems/*/app/assets/stylesheets/**/*.css',
  './tmp/gems/*/app/javascript/**/*.js',

Run the following rake task:

task :add_temp_gems do 
  target = `bundle show refine-rails`.chomp
  if target.present?
    puts "Linking refine-rails to '#{target}'."
    `ln -s #{target} tmp/gems/refine-rails`
  end
end

Don't forget to restart the server!

1. Add external styles - currently themify icons (can be overriden - the trash can icon is located in _criterion.html.erb) and daterangepicker A quick way to load them is in the head section. Also available as an npm package.

<link rel="stylesheet" type="text/css" href="https://cdn.jsdelivr.net/npm/daterangepicker/daterangepicker.css" />
<link rel="stylesheet" href="https://unpkg.com/@icon/themify-icons/themify-icons.css">

How it works

The query builder component emits javascript events which give you information about the state of the filter. The filter emits the following events:

• blueprint-updated
• filter-unstable
• filter-stabilized
• filter-invalid
• filter-stored

blueprint-updated

This event is emitted when user input has resulted in a change to the blueprint. Refine uses this event internally and you can use it in your own code to listen for changes and get the latest state of the form.

event.detail includes the following properties:

• blueprint: a Javascript object detailing the user input to the filter form

filter-unstable

This event is emitted when the filter is validating and fetching a new URL-encoded stable ID from the server. This event signals that the current stable_id is out of date. The stable_id should not be used until a filter-stabilized event is emitted.

When the round-trip to the server completes a filter-stabilized event is emitted if the filter is valid. If the filter is not valid a filter-invalid event will be emitted.

event.detail includes the following properties:

• blueprint: a Javascript object detailing the user input to the filter form

filter-stabilized

This event is emitted when the filter has been automatically URL encoded and completed the server side calls. At this point it is safe to use the stable_id. The stable_id will look something like H4sIAPJsT2IAAzWNwQoDIQxE%252F2XOHrpX.... The stable_id allows the user to copy, share, refresh, or otherwise store the URL, but does not save it to the database. This stabilizer is a great way to allow users to not lose all of their progress without having to save every filter to the database. Note: All filters in the CF repo are automatically URL encode stabilized unless you have explicitly set it differently in your filter class.

event.detail includes the following properties:

• stableId: the URL encoded ID that can be used to reconstruct the filter.
• filterName: the class name of the filter this ID is for defined in your ruby code

filter-invalid

This event is emitted when Refine has attempted to refresh the stable_id for the filter but was unable to do so because the user input is not valid.

event.detail includes the following properties:

• blueprint: a Javascript object detailing the user input to the filter form
• errors: an array of error messages describing why the filter is not valid

filter-stored: This event is emitted when the filter has been saved to the database (i.e. the user clicked "Save Filter").

event.detail includes the following properties storedFilterId: the primary key of the associated record in the hammerstone_refine_stored_filters_table

Forcing validations

To force validations, make a POST request to /hammerstone/refine_blueprints with the following JSON payload:

• filter: the ruby class name of the filter
• blueprint: a JSON-stringifed version of the user-input blueprint
• id_suffix: the string appended to DOM-ids used to uniquely identify this filter

The server will respond with a JSON payload that either includes the URL-encoded stable_id (if valid) or a JSON payload or HTML markup that can be used to rerender the form including validation messages

Example:

const response = await fetch('/hammerstone/refine_blueprints', {
  headers: {
    'Accept': 'application/json',
    'Content-Type': 'application/json',
    'X-CSRF-Token': document.querySelector("meta[name='csrf-token']")?.content
  },
  method: "POST",
  body: JSON.stringify({
    filter: 'ContactsFilter',
    blueprint: JSON.stringify(blueprint),
    id_suffix: 'contacts'
  })
})

Fetching a stable_id from the server

If you need to get a URL-encoded stable_id for a filter without relying on the filter-stabilized event, you can make a PUT request to /hammerstone/update_stable_id with the following JSON payload:

• filter: the ruby class name of the filter
• blueprint: JSON stringified version of the current blueprint

Example:

const response = await fetch(this.updateStableIdUrlValue, {
  method: 'PUT',
  headers: {
    accept: 'application/json',
    'content-type': 'application/json',
    'X-CSRF-Token': token,
  },
  body: JSON.stringify({
    filter: 'ContactsFilter',
    blueprint: JSON.stringify(blueprint),
  })
})

If the filter is valid, the server responds 200 OK with the stable_id in the JSON response If the filter is not valid, the server responds 422 Unprocessable Entity with an errors array in the JSON response

Customizing the datepicker

By default date filters use flatpickr. End users can specify an alternative datepicker in their application javascript. Here's an example using the daterangepicker that ships with Bullet Train:

import $ from 'jquery' // ensure jquery is loaded before daterangepicker
import 'daterangepicker'
import 'daterangepicker/daterangepicker.css'

window.HammerstoneRefine ||= {}
window.HammerstoneRefine.datePicker = {
  connect: function() {
    $(this.fieldTarget).daterangepicker({
      singleDatePicker: true,
      autoUpdateInput: false,
      minDate: this.futureOnlyValue ? new Date() : false,
      locale: {
        cancelLabel: "Cancel",
        applyLabel: "Apply",
        format: 'MM/DD/YYYY',
      },
      parentEl: $(this.element),
      drops: this.dropsValue ? this.dropsValue : 'down',
    })

    $(this.fieldTarget).on('apply.daterangepicker', (event, picker) => {
      const format =
      $(this.fieldTarget).val(picker.startDate.format('MM/DD/YYYY'))
      $(this.hiddenFieldTarget).val(picker.startDate.format('YYYY-MM-DD'))
      this.hiddenFieldTarget.dispatchEvent(new Event('change', {bubbles: true}))
    })

    this.plugin = $(this.fieldTarget).data('daterangepicker')
  },
  disconnect: function() {
    if (this.plugin === undefined) {
      return
    }

    $(this.fieldTarget).off('apply.daterangepicker')

    // revert to original markup, remove any event listeners
    this.plugin.remove()
  }
}

Customizing Available Stored Filters

By default the list of available stored filters is scoped to the type of the current filter. You can add additional scoping by assigning a Proc to Refine::Rails.configuration.stored_filter_scope in an initializer.

# config/initializers/refine_rails.rb

Refine::Rails.configuration.stored_filter_scope = ->(scope) { scope.where(workspace_id: current_user.workspace.id) }

Custom scoping Proc's should accept a single argument which is the default scope defined by the gem. It will be executed in the context of the Rails controller so methods like current_user and params are available.

Local JavaScript Development

From this repo's directory: We are using yalc for local package development.

# Add yalc if you don't have it 
# From this repo (refine-rails)
yarn global add yalc

# install dependencies
$ yarn

$ yalc publish

From the directory of the project including this package:

yalc link @hammerstone/refine-stimulus

When you make local updates to the package:

# From this repo (refine-rails)
yarn build
yalc push

Running yarn again from your project's directory will revert back to the published version of the package on npm.

Release

1. Publish the gem with a new version number
2. Copy the version number in package.json
3. run yarn build. This will prepare the different javascript outputs
4. run yarn pack. This will create a new .tgz file for the new version
5. run yarn publish <tgz filename> --new-version <version number in package.json>
6. remove the *.tgz file

Bullet Train Installation

Add ruby gem

source "https://[e-mail]/hammerstonedev" do
  gem "refine-rails"
end

Installing the JavaScript package:

$ yarn add @hammerstone/refine-stimulus

In app/javascript/controllers/index.js add

import { controllerDefinitions as refineControllers } from "@hammerstone/refine-stimulus"
application.load(refineControllers)

TODO

• Documentation for stored filters

Readme Installation Goals (what we're working towards - does not work yet)

1. Run the generator
   rails generate refine:install

2. Define your filters, subclassing from Hammerstone::Refine::Filter

3. Call apply_filter in your controller (or even better, instantiate the filter in your controller @contacts = ContactFilter.new(blueprint, initial_query -> might not be possible, how can we do this with validations?)

4. If you want to customize the views you can override our stylesheet with you own. If you need even more customization you can override the views with rails generate refine:views will extract the views

5. Add custom datepicker if desired and scope stored filters.

Changelog

2.4.1

• Remove loading div from filter_builder_dropdown
  • Remove dependency on stimulus reveal stimulus controller