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A Rails grid plugin to create grids with sorting, pagination, and (automatically generated) filters

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THE PROJECT IS LOOKING FOR CONTRIBUTORS. THE AUTHOR WILL NOT WORK ON IT ANYMORE!

WiceGrid

Intro

WiceGrid is a Rails grid plugin.

One of the goals of this plugin was to allow the programmer to define the contents of the cell on their own, just like one does when rendering a collection via a simple table (and this is what differentiates WiceGrid from various scaffolding solutions), but automate implementation of filters, ordering, paginations, CSV export, and so on. Ruby blocks provide an elegant means for this.

WiceGrid builds the call to the ActiveRecord layer for you and creates a table view with the results of the call including:

  • Pagination
  • Sortable columns
  • Filtering by multiple columns
  • Export to CSV
  • Saved queries

Filters are added automatically according to the type of the underlying DB column. Filtering by more than one column at the same time is possible. More than one such grid can appear on a page, and manipulations with one grid do not have any impact on others.

WiceGrid does not take a collection as an input, it works directly with ActiveRecord.

WiceGrid does not use XHR calls to reload itself, instead simple GET requests are used for this, nevertheless, all other page parameters are respected and preserved. WiceGrid works well with Turbolinks.

WiceGrid views do not contain forms so you can include it in your own forms.

WiceGrid is known to work with MySQL, Postgres, and Oracle.

Requirements and Rails versions

For rails 2 use version 0.6 in the master branch. That branch is hardly supported.

The main supported branch is rails3. Latest Rails 3.2.x and Rails 4.x.x are supported in this branch.

If you need to use the plugin in with Rails 3.0.x and 3.1.x versions, please use WiceGrid version 3.0.4.

WiceGrid relies on jQuery.

If you need a JS Datepicker, WiceGrid supports jQuery Datepicker or Bootstrap Datepicker, so you might need one of those. See section Installation for details on how to use datepickers.

WARNING: Since 3.2.pre2 WiceGrid is not compatible with will_paginate because internally it uses kaminari for pagination, and kaminari is not compatible with will_paginate!

Installation

Add the following to your Gemfile:

gem "wice_grid", '3.6.0.pre4'
gem 'font-awesome-sass',  '~> 4.3'

and run the bundle command. font-awesome-sass is not a dependency of WiceGrid in case you decide to style WiceGrid icons differently.

Run the generator:

rails g wice_grid:install

This adds the following file:

  • config/initializers/wice_grid_config.rb

Require WiceGrid javascript in your js index file:

//= require wice_grid

Make sure jQuery is loaded. If the application uses Date and DateTime filters, you have to install jQuery Datepicker by yourself. You can also use Bootstrap Datepicker.

Here is an example of application.js if jquery.ui.datepicker is used:

//= require jquery
//= require jquery_ujs
//= require jquery-ui
//= require wice_grid
//= require jquery.ui.datepicker
//= require_tree .

Here is application.js if Bootstrap Datepicker is used:

//= require jquery
//= require jquery_ujs
//= require jquery-ui
//= require wice_grid
//= require bootstrap-datepicker
//= require_tree .

Require WiceGrid and Font Awesome CSS in your application.scss:

  @import "wice_grid";
  @import "font-awesome-sprockets";
  @import "font-awesome";

This will provide very basic styles, not specifying exactly how the table should look like, but if the application uses Twitter Bootstrap, the markup generated by WiceGrid will have correct classes and will fit nicely.

WiceGrid uses icons from Font Awesome.

Should you decide to write you own styles for WiceGrid, you can just remove these imports and write your own styles.

Basics

The simplest example of a WiceGrid for one simple DB table is the following:

Controller:

@tasks_grid = initialize_grid(Task)

It is also possible to use an ActiveRecord::Relation instance as the first argument:

@tasks_grid = initialize_grid(Task.where(active: true))

View:

<%= grid(@tasks_grid) do |g|

  g.column do |task|
    task.id
  end

  g.column  do |task|
    task.title
  end

  g.column do |task|
    task.description
  end

  g.column do |task|
    task.archived? ? 'Yes' : 'No'
  end

  g.column do |task|
    link_to('Edit', edit_task_path(task))
  end
end -%>

Code g.column do |task| ... end defines everything related to a column in the resulting view table including column names, sorting, filtering, the content of the column cells, etc. The return value of the block is the table cell content.

Column names are defined with parameter :name:

<%= grid(@tasks_grid) do |g|

  g.column name: 'ID' do |task|
    task.id
  end

  g.column name: 'Title'  do |task|
    task.title
  end

  g.column name: 'Description' do |task|
    task.description
  end

  g.column name: 'Archived' do |task|
    task.archived? ? 'Yes' : 'No'
  end

  g.column do |task|
    link_to('Edit', edit_task_path(task))
  end
end -%>

To add filtering and ordering, declare to which column in the underlying database table(s) the view column corresponds using parameter :attribute:

<%= grid(@tasks_grid) do |g|

  g.column name: 'ID', attribute: 'id' do |task|
    task.id
  end

  g.column name: 'Title', attribute: 'title'  do |task|
    task.title
  end

  g.column  name: 'Description', attribute: 'description' do |task|
    task.description
  end

  g.column name: 'Archived', attribute: 'archived' do |task|
    task.archived? ? 'Yes' : 'No'
  end

  g.column do |task|
    link_to('Edit', edit_task_path(task))
  end
end -%>

This will add sorting links and filters for columns Username and Active. The plugin automatically creates filters according to the type of the database column. In the above example a text field will be created for column Title (title is a string), for column Archived a dropdown filter will be created with options 'Yes', 'No', and '--', and for the integer ID two short text fields are added which can contain the numeric range (more than, less than).

It is important to remember that :attribute is the name of the database column, not a model attribute. Of course, all database columns have corresponding model attributes, but not all model attributes map to columns in the same table with the same name.

Read more about available filters in the documentation for the column method.

Read the section about custom dropdown filters for more advanced filters.

For columns like

g.column name: 'Title', attribute: 'title'  do |task|
  task.title
end

where the block contains just a call to the same attribute declared by :attribute, the block can be omitted:

<%= grid(@tasks_grid) do |g|

  g.column name: 'ID', attribute: 'id'

  g.column name: 'Title', attribute: 'title'

  g.column name: 'Description', attribute: 'description'

  g.column name: 'Archived', attribute: 'archived' do |task|
    task.archived? ? 'Yes' : 'No'
  end

  g.column  do |task|
    link_to('Edit', edit_task_path(task))
  end
end -%>

In this case name will be used as the method name to send to the ActiveRecord instance.

If only ordering is needed, and no filter, we can turn off filters using :filter :

g.column name: 'ID', attribute: 'id', filter: false

If no ordering links are needed, use ordering: false:

g.column name: 'Added', attribute: 'created_at', ordering: false

It is important to understand that it is up to the developer to make sure that the value returned by a column block (the content of a cell) corresponds to the underlying database column specified by :attribute (and :assoc discussed below).

Rendering filter panel

The filter panel can be shown and hidden clicking the icon with binoculars.

The way the filter panel is shown after the page is loaded is controlled via parameter :show_filters of the grid helper. Possible values are:

  • :when_filtered - the filter is shown when the current table is the result of filtering
  • :always - always show the filter
  • :no - never show the filter

Example:

<%= grid(@tasks_grid, show_filters: :always) do |g|
  ......
end -%>

Filter related icons (filter icon, reset icon, show/hide icon) are placed in the header of the last column if it doesn't have any filter or a column name, otherwise an additional table column is added. To always place the icons in the additional column, set Wice::Defaults::REUSE_LAST_COLUMN_FOR_FILTER_ICONS to false in the configuration file.

Initial ordering

Initializing the grid we can also define the column by which the record will be ordered on the first rendering of the grid, when the user has not set their ordering setting by clicking the column label, and the order direction:

@tasks_grid = initialize_grid(Task,
  order:           'tasks.title',
  order_direction: 'desc'
)

Records per page

The number of rows per page is set with :per_page:

@tasks_grid = initialize_grid(Task, per_page: 40)

Conditions

The initialize_grid method supports a :conditions parameter which is passed on to the underlying ActiveRecord, so it can be in any format processable by ActiveRecord:

@tasks_grid = initialize_grid(Task,
  conditions: ["archived = false and estimated_time > ?", 100]
)

@tasks_grid = initialize_grid(Task,
  include:    :project,
  conditions: {archived: false, project: {active: true}}
)

A good example is substituting a common pattern like

@user_groups = @portal_application.user_groups

with WiceGrid code:

@user_groups_grid = initialize_grid(
  UserGroup,
  conditions: ['portal_application_id = ?', @portal_application]
)

Alternatively, instead of a Class object as the first parameter, you can use ActiveRecord::Relation:

@tasks_grid = initialize_grid(
  Task.where(archived: false, projects: {active: true}).joins(:project)
)

Please note that though all queries inside of WiceGrid are run without the default scope, if you use an ActiveRecord::Relation instance to initialize grid, it will already include the default scope. Thus you might consider using unscoped:

@tasks_grid = initialize_grid(
  Task.unscoped.where(archived: false, projects: {active: true}).joins(:project)
)

Queries with join tables

To join other tables, use :include:

@products_grid = initialize_grid(Product,
  include:  :category,
  order:    'products.name',
  per_page: 20
)

The value of :include can be an array of association names:

include:  [:category, :users, :status]

If you need to join tables to joined tables, use hashes:

include:  [:category, {users: :group}, :status]

Note that if we want to order initially by a column from a joined table we have to specify the table and the column name with the sql dot notation, that is, products.name.

To show columns of joined tables in the view table, specify the corresponding association with :assoc:

<%= grid(@products_grid) do |g|
  g.column name: 'Product Name', attribute: 'name' do |product|  # primary table
    link_to(product.name, product_path(product))
  end

  g.column name: 'Category', attribute: 'name', assoc: :category do |product| # joined table
    product.category.name
  end
%>

Please note that the blockless definition of the column can also be used with joined tables:

g.column name: 'Category', attribute: 'name', assoc: :category

If an association is mentioned in the column definition, it can be omitted from :include in initialize_grid. Thus, the above example can be rewritten without :category in :include:

@products_grid = initialize_grid(Product,
  order:    'products.name',
  per_page: 20
)
<%= grid(@products_grid) do |g|
  g.column name: 'Product Name', attribute: 'name' do |product|  # primary table
    link_to(product.name, product_path(product))
  end

  g.column name: 'Category', attribute: 'name', assoc: :category

%>

Joined associations referring to the same table

In case there are two joined associations both referring to the same table, ActiveRecord constructs a query where the second join provides an alias for the joined table. To enable WiceGrid to order and filter by columns belonging to different associations but originating from the same table, set :table_alias to this alias:

Model:

 class Project < ActiveRecord::Base
   belongs_to :customer, class_name: 'Company'
   belongs_to :supplier, class_name: 'Company'
 end

Controller:

@projects_grid = initialize_grid(Project)

View:

<%= grid(@projects_grid, show_filters: :always) do |g|

  g.column name: 'Project Name', attribute: 'name'

  g.column name: 'Customer company', assoc: :customer, attribute: 'name'

  g.column name: 'Supplier company', assoc: :supplier, attribute: 'name', table_alias: 'suppliers_projects'

end -%>

More than one grid on a page

It is possible to use more that one grid on a page, each with its own state. To do so, you must specify the name of the grid in initialize_grid using parameter :name.

The name serves as the base name for HTTP parameters, DOM IDs, etc, so it is important that all grids on a page have different names. The default name is 'grid'.

The name can only contain alphanumeric characters.

@projects_grid = initialize_grid(Project, name: 'g1')
@tasks_grid    = initialize_grid(Task,    name: 'g2')

Custom Ordering

It is possible to change the way results are ordered injecting a chunk of SQL code, for example, use ORDER BY INET_ATON(ip_address) instead of ORDER BY ip_address.

To do so, provide parameter :custom_order in the initialization of the grid with a hash where keys are fully qualified names of database columns, and values the required chunks of SQL to use in the ORDER BY clause.

For example:

@hosts_grid = initialize_grid(Host,
  custom_order: {
    'hosts.ip_address' => 'INET_ATON(hosts.ip_address)'
  })

It is possible to use the '?' character instead of the name of the column in the hash value:

@hosts_grid = initialize_grid(Host,
  custom_order: {
    'hosts.ip_address' => 'INET_ATON( ? )'
  })

Values can also be Proc objects. The parameter supplied to such a Proc object is the name of the column:

@hosts_grid = initialize_grid(Host,
  custom_order: {
    'hosts.ip_address' => lambda{|f| "INET_ATON( #{f} )"}
  })

Filters

Each column filter type is supported by a column processor. Each column processor is responsible for

  • generating HTML and supporting Javascript for the filter, input fields, dropdowns, javascript calendars, etc
  • converting HTTP parameters from those input fields into ActiveRelation instances

By default column filters depend on the type of the underlying database column.

You can override these defaults in two ways:

  • defining a custom filter with :custom_filter. Read more about it section "Custom dropdown filters".
  • overriding the column processor type with :filter_type.

Which Column Processor is instantiated for which data types is defined in file lib/wice/columns/column_processor_index.rb:

module Wice
  module Columns
    COLUMN_PROCESSOR_INDEX = ActiveSupport::OrderedHash[ #:nodoc:
      :action,                 'column_action',                # Special processor for action column, columns with checkboxes
      :text,                   'column_string',
      :string,                 'column_string',
      :rails_datetime_helper,  'column_rails_datetime_helper', # standard Rails datepicker helper
      :rails_date_helper,      'column_rails_date_helper',     # standard Rails date helper
      :jquery_datepicker,      'column_jquery_datepicker',
      :bootstrap_datepicker,   'column_bootstrap_datepicker',
      :html5_datepicker,       'column_html5_datepicker',      # not ready
      :integer,                'column_integer',
      :range,                  'column_range',
      :float,                  'column_float',
      :decimal,                'column_float',
      :custom,                 'column_custom_dropdown',       # Special processor for custom filter columns
      :boolean,                'column_boolean'
    ]
  end
end

A good example for using :filter_type to change th default is numeric columns. By default 'column_integer' is instantiated for integer columns, and it renders one input field. But it is also possible to use another Column Processor called 'column_range' which renders two input fields and searches for values in the given the range instead of searching for values which equal the given search term.

It also possible to define and use your own column processors outside of the plugin, in you application. Read more about this in section "Defining your own external filter processors".

Custom dropdown filters

It is possible to construct custom dropdown filters. A custom dropdown filter is essentially a dropdown list.

Depending on the value of column parameter:custom_filter different modes are available:

Array of two-element arrays or a hash

An array of two-element arrays or a hash are semantically identical ways of creating a custom filter.

Every first item of the two-element array is used for the label of the select option while the second element is the value of the select option. In case of a hash the keys become the labels of the generated dropdown list, while the values will be values of options of the dropdown list:

g.column name: 'Status', attribute: 'status',
         custom_filter: {'Development' => 'development', 'Testing' => 'testing', 'Production' => 'production'}

g.column name: 'Status', attribute: 'status',
        custom_filter: [['Development', 'development'], ['Testing', 'testing'], ['Production', 'production']]

It is also possible to submit a array of strings or numbers, in this case every item will be used both as the value of the select option and as its label:

g.column name: 'Status', attribute: 'status', custom_filter: ['development', 'testing', 'production']

:auto

:auto - a powerful option which populates the dropdown list with all unique values of the column specified by :attribute and :assoc, if present.

g.column name: 'Status', attribute: 'status', custom_filter: :auto

In the above example all statuses will appear in the dropdown even if they don't appear in the current resultset.

Custom filters and associations (joined tables)

In most cases custom fields are needed for one-to-many and many-to-many associations.

To correctly build a filter condition foreign keys have to be used, not the actual values rendered in the column.

For example, if there is a column:

g.column name: 'Project Name', attribute: 'name', assoc: :project do |task|
  task.project.name if task.project
end

adding :custom_filter like this:

g.column name: 'Project Name', attribute: 'name', assoc: :project,
         custom_filter: Project.find(:all).map{|pr| [pr.name, pr.name]} do |task|
  task.project.name if task.project
end

is bad style and can fail, because the resulting condition will compare the name of the project, projects.name to a string, and in some databases it is possible that different records (projects in our example) have the same name.

To use filter with foreign keys, it is advised to change the declaration of the column from projects.name, to tasks.project_id, and build the dropdown with foreign keys as values:

g.column name: 'Project Name', attribute: 'tasks.project_id',
         custom_filter: Project.find(:all).map{|pr| [pr.id, pr.name]} do |task|
  task.project.name if task.project
end

However, this will break the ordering of the column - the column will be ordered by the integer foreign key. To fix this, we can override the ordering using :custom_order:

@tasks_grid = initialize_grid(Task,
  include: :project,
  custom_order: {
    'tasks.project_id' => 'projects.name'
  }
)

Any other symbol (method name) or an array of symbols (method names)

For one symbol (different from :auto) the dropdown list is populated by all unique values returned by the method with this name sent to all ActiveRecord objects throughout all pages.

The conditions set up by the user are ignored, that is, the records used are all those found on all pages without any filters active.

For an array of symbols, the first method name is sent to the ActiveRecord object if it responds to this method, the second method name is sent to the returned value unless it is nil, and so on. In other words, a single symbol mode is the same as an array of symbols where the array contains just one element.

g.column name: 'Version', attribute: 'expected_version_id', custom_filter: [:expected_version, :to_option] do |task|
  task.expected_version.name if task.expected_version
end

There are two important differences from :auto:

  1. The method does not have to be a field in the result set, it is just some value computed in the method after the database call and ActiveRecord instantiation.
  2. Filtering by any option of such a custom filter will bring a non-empty list, unlike with :auto.

This mode has one major drawback - this mode requires an additional query without offset and limit clauses to instantiate all ActiveRecord objects, and performance-wise it brings all the advantages of pagination to nothing. Thus, memory- and performance-wise this can be really bad for some queries and tables and should be used with care.

If the final method returns a atomic value like a string or an integer, it is used for both the value and the label of the select option element:

<option value="returned value">returned value</option>

However, if the retuned value is a two element array, the first element is used for the option label and the second - for the value.

Typically, a model method like the following:

def to_option
  [name, id]
end

together with

custom_filter:  :to_option

would do the trick:

<option value="id">name</option>

Alternatively, a hash with the single key-value pair can be used, where the key will be used for the label, and the key - for the value:

def to_option
  {name => id}
end

Special treatment of values 'null' and 'not null'

Values null and not null in a generated custom filter are treated specially, as SQL null statement and not as strings. Value null is transformed into SQL condition IS NULL, and not null into IS NOT NULL.

Thus, if in a filter defined by

custom_filter: {'No' => 'null', 'Yes' => 'not null', '1' => 1, '2' => '2', '3' => '3'}

values '1', '2' and 'No' are selected (in a multi-select mode), this will result in the following SQL:

( table.field IN ( '1', '2' ) OR table.field IS NULL )

Multiple selection

By default it is possible for any dropdown list to switch between single and multiple selection modes. To only allow single selection use :allow_multiple_selection:

g.column name: 'Expected in version', attribute: 'expected_version_id',
       custom_filter: [:expected_version, :to_option], allow_multiple_selection: false do |task|
  ...
end

Numeric Filters

Before version 3.2.1 the filter used for numeric columns was a range filter with two limits. Beginning with version 3.2.1 the default is a direct comparison filter with one input field. The old range filter can still be loaded using parameter :filter_type with value :range:

g.column filter_type: :range do |task|
  ...
end

Date and DateTime Filters

WiceGrid provides four filters for selecting dates and time:

  • :jquery_datepicker - Jquery datepicker (works for datetime, too)
  • :bootstrap_datepicker - Bootstrap datepicker (works for datetime, too)
  • :rails_date_helper - standard Rails date helper
  • :rails_datetime_helper - standard Rails datetime helper

Specify a date/datetime filter just like you specify any other filter:

  g.column name:  'Updated', attribute: 'updated_at', filter_type: :rails_datetime_helper do |task|
    task.updated_at.to_s(:db)
  end

Default filters are defined in configuration constants Wice::Defaults::DEFAULT_FILTER_FOR_DATE and Wice::Defaults::DEFAULT_FILTER_FOR_DATETIME.

jQuery UI DatePicker (HELPER_STYLE = :calendar)

By default WiceGrid uses jQuery UI datepicker[http://jqueryui.com/demos/datepicker/] for Date and DateTime filters. Because this is part of the standard jQuery UI codebase, it is not bundled together with the plugin, and it is the responsibility of the programmer to include all necessary assets including localization files if the application is multilingual.

jQuery UI datepicker does not have any time related controls, and when dealing with DateTime filters, the time value is ignored.

Constants DATE_FORMAT and DATETIME_FORMAT in the configuration file define the format of dates the user will see, as well as the format of the string sent in a HTTP parameter. If you change the formats, make sure that lamdbas defined in DATETIME_PARSER and DATE_PARSER return valid DateTime and Date objects.

jQuery datepicker uses a different format flavor, therefore there is an additional constant DATE_FORMAT_JQUERY. While DATE_FORMAT_JQUERY is fed to datepicker, DATE_FORMAT is still used for presenting initial date values in filters, so make sure that DATE_FORMAT_JQUERY and DATE_FORMAT result in an identical date representation.

Constant DATEPICKER_YEAR_RANGE defines the range of years in the Datepicker year dropdown. Alternatively, you can always change this range dynamically with the following javascript:

$( ".hasDatepicker" ).datepicker( "option", "yearRange", "2000:2042" );

jQuery UI DatePicker (HELPER_STYLE = :bootstrap)

WiceGrid also supports Bootstrap Datepicker.

Rails standard input fields (HELPER_STYLE = :standard)

Another option is standard Rails helpers for date fields, these are separate select fields for years, months and days (also for hour and minute if it is a datetime field).

Detached Filters

Filters can also be detached from the grid table and placed anywhere on page.

This is a 3-step process.

First, define the grid with helper define_grid instead of grid. Everything should be done the same way as with grid, but every column which will have an external filter, add detach_with_id: :some_filter_name`` in the column definition. The value of :detach_with_id` is an arbitrary string or a symbol value which will be used later to identify the filter.

<%= define_grid(@tasks_grid, show_filters: :always) do |g|

  g.column name: 'Title', attribute: 'title', detach_with_id: :title_filter do |task|
    link_to('Edit', edit_task_path(task.title))
  end

  g.column name: 'Archived', attribute: 'archived', detach_with_id: :archived_filter do |task|
    task.archived? ? 'Yes' : 'No'
  end

  g.column name: 'Added', attribute: 'created_at', detach_with_id: :created_at_filter do |task|
    task.created_at.to_s(:short)
  end

end -%>

Then, use grid_filter(grid, :some_filter_name) to render filters:

<% # rendering filter with key :title_filter %>
<%= grid_filter @tasks_grid, :title_filter  %>

<% # rendering filter with key :archived_filter %>
<%= grid_filter @tasks_grid, :archived_filter  %>

<% # rendering filter with key :created_at_filter %>
<%= grid_filter @tasks_grid, :created_at_filter  %>

<% # Rendering the grid body %>
<%= grid(@tasks_grid) %>

Finally, use render_grid(@grid) to actually output the grid table.

Using custom submit and reset buttons together with hide_submit_button: true and hide_reset_button: true allows to completely get rid of the default filter row and the default icons (see section 'Submit/Reset Buttons').

If a column was declared with :detach_with_id, but never output with grid_filter, filtering the grid in development mode will result in an warning javascript message and the missing filter will be ignored. There is no such message in production.

Defining your own external filter processors

It possible to define and use your own column processors outside of the plugin, in you application.

The first step is to edit Wice::Defaults::ADDITIONAL_COLUMN_PROCESSORS in wice_grid_config.rb:

Wice::Defaults::ADDITIONAL_COLUMN_PROCESSORS = {
  my_own_filter:    ['ViewColumnMyOwnFilter',   'ConditionsGeneratorMyOwnFilter'],
  another_filter:   ['ViewColumnAnotherFilter', 'ConditionsGeneratorAnotherFilter']
}

The first element in the two-item array is the name of a class responsible for rendering the filter view. The second element is the name of a class responsible for processing filter parameters.

For examples of these two classes look at the existing column processors in lib/wice/columns/

The structure of these two classes is as follows:

class ViewColumnMyOwnFilter < Wice::Columns::ViewColumn

  def render_filter_internal(params)
    ...
  end

  def yield_declaration_of_column_filter
    {
      templates:  [...],
      ids:        [...]
    }
  end
end


class ConditionsGeneratorMyOwnFilter < Wice::Columns::ConditionsGeneratorColumn

  def generate_conditions(table_name, opts)
    ...
  end

end

To use an external column processor use :filter_type in a column definition:

column name: 'name', attribute: 'attribute', filter_type: :my_own_filter do |rec|
  ...
end

Defaults

Default values like can be changed in config/initializers/wice_grid_config.rb.

Submit/Reset buttons

Instead of using default Submit and Reset icons you can use external HTML elements to trigger these actions. Add a button or any other clickable HTML element with class wg-external-submit-button or wg-external-reset-button, and attribute data-grid-name whose value is the name of the grid:

<button class="wg-external-submit-button" data-grid-name="grid">Submit</button>
<button class="wg-external-reset-button" data-grid-name="grid">Reset</button>

To hide the default icons use hide_submit_button: true and hide_reset_button: true in the grid helper.

Auto-reloading filters

It is possible to configure a grid to reload itself once a filter has been changed. It works with all filter types including the JS calendar, the only exception is the standard Rails date/datetime filters.

Use option :auto_reload in the column definiton:

<%= grid(@tasks_grid, show_filters: :always, hide_submit_button: true) do |g|

  # String
  g.column name: 'Title', attribute: 'title', auto_reload: true

  # Boolean
  g.column name: 'Archived', attribute: 'archived', auto_reload: true

  # Custom (dropdown)
  g.column name: 'Status', attribute: 'status_id', custom_filter: Status.to_dropdown, auto_reload: true  do |task|
    task.status.name if task.status
  end

  # Datetime
  g.column name: 'Added', attribute: 'created_at', auto_reload: true, helper_style: :calendar do |task|
    task.created_at.to_s(:short)
  end

end -%>

To make this behavior default change constant AUTO_RELOAD in the configuration file.

Styling the grid

Adding classes and styles

The grid helper accepts parameter :html which is a hash of HTML attributes for the table tag.

Another grid parameter is header_tr_html which is a hash of HTML attributes to be added to the first tr tag (or two first tr's if the filter row is present).

:html is a parameter for the column method setting HTML attributes of td tags for a certain column.

Adding classes and styles dynamically

WiceGrid offers ways to dynamically add classes and styles to TR and TD based on the current ActiveRecord instance.

For <TD>, let the column return an array where the first item is the usual string output whole the second is a hash of HTML attributes to be added for the <td> tag of the current cell:

g.column  do |portal_application|
  css_class = portal_application.public? ? 'public' : 'private'
  [portal_application.name, {class: css_class}]
end

For adding classes/styles to <TR> use special clause row_attributes , similar to column, only returning a hash:

<%= grid(@versions_grid) do |g|
  g.row_attributes do |version|
    if version.in_production?
      {style: 'background-color: rgb(255, 255, 204);'}
    end
  end

  g.column{|version| ... }
  g.column{|version| ... }
end  -%>

Naturally, there can be only one row_attributes definition for a WiceGrid instance.

Various classes do not overwrite each other, instead, they are concatenated.

Adding rows to the grid

It is possible to add your own handcrafted HTML after and/or before each grid row. This works similar to row_attributes, by adding blocks after_row, before_row, and last_row:

<%= grid(@tasks_grid) do |g|
  g.before_row do |task, number_of_columns|
    if task.active?
      "<tr><td colspan=\"10\">Custom line for #{t.name}</td></tr>"  # this would add a row
                                                                    # before every active task row
    else
      nil
    end
  end

  g.last_row do |number_of_columns|         # This row will always be added to the bottom of the grid
    content_tag(:tr,
      content_tag(:td,
        'Last row',
      colspan: 10),
     class: 'last_row')
  end

  .......
end %>

It is up for the developer to return the correct HTML code, or return nil if no row is needed for this record. Naturally, there is only one before_row definition and one after_row definition for a WiceGrid instance.

The second variable injected into to before_row and after_row block, and the first parameter injected into the last_row is the number of columns in the current grid.

Rendering a grid without records

If the grid does not contain any records to show, it is possible show some alternative view instead of an empty grid. Bear in mind that if the user sets up the filters in such a way that the selection of records is empty, this will still render the grid and it will be possible to reset the grid clicking on the Reset button. Thus, this only works if the initial number of records is 0.

<%= grid(@grid) do |g|

  g.blank_slate  do
    "There are no records"
  end

  g.column  do |product|
     ...
  end
 end  -%>

There are two alternative ways to do the same, submitting a string to blank_slate:

g.blank_slate "some text to be rendered"

Or a partial:

g.blank_slate partial: "partial_name"

Action Column

It is possible to add a column with checkboxes for each record. This is useful for actions with multiple records, for example, deleting selected records. Please note that action_column only creates the checkboxes and the 'Select All' and 'Deselect All' buttons, and the form itself as well as processing the parameters should be taken care of by the application code.

<%= grid(@tasks_grid, show_filters: :always) do |g|

  ...

  g.action_column

  ...

end -%>

By default the name of the HTTP parameter follows pattern "#{grid_name}[#{param_name}][]", thus params[grid_name][param_name] will contain an array of object IDs.

You can hide a certain action checkbox if you add the usual block to g.action_column, just like with the g.column definition. If the block returns nil or false no checkbox will be rendered.

<%= grid(@tasks_grid, show_filters: :always) do |g|

  ...

  g.action_column do |task|
    task.finished?
  end

  ...

end -%>

WiceGrid is form-friendly: submitting grid in a form retains the state of the form.

Integration of the grid with other forms on page

Imagine that the user should be able to change the behavior of the grid using some other control on the page, and not a grid filter.

For example, on a page showing tasks, change between 'Show active tasks' to 'Show archived tasks' using a dropdown box. WiceGrid allows to keep the status of the grid with all the filtering and sorting using helper dump_filter_parameters_as_hidden_fields which takes a grid object and dumps all current sorting and filtering parameters as hidden fields. Just include dump_filter_parameters_as_hidden_fields(@grid) inside your form, and the newly rendered grid will keep ordering and filtering.

<% form_tag('', method: :get) do %>
  <%= dump_filter_parameters_as_hidden_fields(@tasks_grid) %>
  <%= select_tag 'archived',
     options_for_select([['View active tasks', 0], ['View archived tasks', 1]], @archived ? 1 : 0),
    onchange: 'this.form.submit()' %>
<% end -%>

Show All Records

It is possible to switch to the All Records mode clicking on link "show all" in the bottom right corner. This functionality should be used with care. To turn this mode off for all grid instances, change constant ALLOW_SHOWING_ALL_RECORDS in config/initializers/wice_grid_config.rb to false. To do so for a specific grid, use initializer parameter :allow_showing_all_records.

Configuration constant START_SHOWING_WARNING_FROM sets the threshold number of all records after which clicking on the link results in a javascript confirmation dialog.

CSV Export

It is possible to export the data displayed on a grid to a CSV file. The dumped data is the current resultset with all the current filters and sorting applied, only without the pagination constraint (i.e. all pages).

To enable CSV export add parameters enable_export_to_csv and csv_file_name to the initialization of the grid:

@projects_grid = initialize_grid(Project,
  include:              [:customer, :supplier],
  name:                 'g2',
  enable_export_to_csv: true,
  csv_file_name:        'projects'
)

csv_file_name is the name of the downloaded file. This parameter is optional, if it is missing, the name of the grid is used instead. The export icon will appear at the bottom right corner of the grid. If the program you are importing the generated CSV into has problem processing UTF-8, you can change the character encoding using the csv_encoding option. P.e. setting csv_encoding: 'CP1252:UTF-8' will make older versions of Excel happy. The format used is <output encoding>:<input encoding>.

Next, each grid view helper should be placed in a partial of its own, requiring it from the master template for the usual flow. There must be no HTML or ERB code in this partial except for the grid helper.

By convention the name of such a partial follows the following pattern:

  _GRID_NAME_grid.html.erb

In other words, a grid named tasks is expected to be found in a template called _tasks_grid.html.erb (remember that the default name of grids is 'grid'.)

Next, method export_grid_if_requested should be added to the end of each action containing grids with enabled CSV export.

export_grid_if_requested intercepts CSV export requests and evaluates the partial with the required grid helper.

The naming convention for grid partials can be easily overridden by supplying a hash parameter to export_grid_if_requested where each key is the name of a grid, and the value is the name of the template (like it is specified for render, i.e. without '_' and extensions):

  export_grid_if_requested('g1' => 'tasks_grid', 'g2' => 'projects_grid')

If the request is not a CSV export request, export_grid_if_requested does nothing and returns false, if it is a CSV export request, the method returns true.

If the action has no explicit render call, it's OK to just place export_grid_if_requested as the last line of the action:

def index

  @tasks_grid = initialize_grid(Task,
    name:                 'g1',
    enable_export_to_csv: true,
    csv_file_name:        'tasks'
  )

  @projects_grid = initialize_grid(Project,
    name:                 'g2',
    enable_export_to_csv: true,
    csv_file_name:        'projects'
  )

  export_grid_if_requested
end

Otherwise, to avoid double rendering, use the return value of the method to conditionally call your render :

def index

  ...........

  export_grid_if_requested || render(action: 'my_template')
end

It's also possible to supply a block which will be called if no CSV export is requested:

def index

  ...........

  export_grid_if_requested do
     render(action: 'my_template')
  end
end

If a column has to be excluded from the CSV export, set column parameter in_csv to false:

g.column in_csv: false do |task|
  link_to('Edit', edit_task_path(task))
end

If a column must appear both in HTML and CSV, but with different output, duplicate the column and use parameters in_csv and in_html to include one of them to html output only, the other to CSV only:

# html version
g.column name: 'Title', attribute: 'title', in_csv: false do |task|
  link_to('Edit', edit_task_path(task.title))
end
# plain text version
g.column name: 'Title', in_html: false do |task|
  task.title
end

The default field separator in generated CSV is a comma, but it's possible to override it:

@products_grid = initialize_grid(Product,
  enable_export_to_csv:  true,
  csv_field_separator:   ';',
  csv_file_name:         'products'
)

If you need an external CSV export button , add class wg-external-csv-export-button to any clickable element on page and set its attribute data-grid-name to the name of the grid:

<button class="wg-external-csv-export-button" data-grid-name="grid">Export To CSV</button>

If you need to disable the default export icon in the grid, add hide_csv_button: true to the grid helper.

Access to Records From Outside The Grid

There are two ways you can access the records outside the grid - using methods of the WiceGrid object and using callbacks.

Accessing Records Via The WiceGrid Object

Method current_page_records returns exactly the same list of objects displayed on page:

<%= grid(@tasks_grid) do |g|
  ...
end -%>

<p>
  IDs of records on the current page:
  <%= @tasks_grid.current_page_records.map(&:id).to_sentence %>
</p>

Method all_pages_records returns a list of objects browsable through all pages with the current filters:

<%= grid(@tasks_grid) do |g|
  ...
end -%>

<p>
  IDs of all records:
  <%= @tasks_grid.all_pages_records.map(&:id).to_sentence %>
</p>

Mind that this helper results in an additional SQL query.

Because of the current implementation of WiceGrid these helpers work only after the declaration of the grid in the view. This is due to the lazy nature of WiceGrid - the actual call to the database is made during the execution of the grid helper, because to build the correct query columns declarations are required.

Accessing Records Via Callbacks

It is possible to set up callbacks which are executed from within the plugin just after the call to the database. The callbacks are called before rendering the grid cells, so the results of this processing can be used in the grid. There are 3 ways you can set up such callbacks:

Via a lambda object:

def index
  @tasks_grid = initialize_grid(Task,
    with_paginated_resultset: ->(records){
      ...
    }
  )
end

Via a symbol which is the name of a controller method:

def index
  @tasks_grid = initialize_grid(Task,
    with_paginated_resultset: :process_selection
  )
end

def process_selection(records)
  ...
end

Via a separate block:

def index
  @tasks_grid = initialize_grid(Task)

  @tasks_grid.with_paginated_resultset do |records|
    ...
  end
end

There are two callbacks:

  • :with_paginated_resultset - used to process records of the current page
  • :with_resultset - used to process all records browsable through all pages with the current filters

While the :with_paginated_resultset callback just receives the list of records, :with_resultset receives an ActiveRelation object which can be used to obtain the list of all records:

def index
  @tasks_grid = initialize_grid(Task)

  @tasks_grid.with_resultset do |active_relation|
    all_records = active_relation.all
    ...
  end
end

This lazy nature exists for performance reasons. Reading all records leads to an additional call, and there can be cases when processing all records should be triggered only under certain circumstances:

def index
  @tasks_grid = initialize_grid(Task)

  @tasks_grid.with_resultset do |active_relation|
    if params[:process_all_records]
      all_records = active_relation.all
      ...
    end
  end
end

Bug reports

The author of the plugin welcomes any contribution. Please follow these guidelines when submitting a bug report.

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A Rails grid plugin to create grids with sorting, pagination, and (automatically generated) filters

wicegrid.herokuapp.com/

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