ShoppingCart 31 ShoppingCart ==Xataface Shopping Cart Module== [[toc]] Status: Under development Current Version: 0.2 ===Synopsis=== Add a shopping cart to your xataface application. You can treat any record as a product that can be sold. Includes Paypal connectivity, shipping calculation, and more. ===Requirements=== * Xataface 1.0 or higher * PHP 5 or higher * MySQL 4.1 or higher ===Installation Instructions=== # Download the ShoppingCart module, extract it, and place the ShoppingCart directory in your Xataface modules directory. (i.e. /path/to/xataface/modules/ShoppingCart). # Add the following line to the [_modules] section of your [[conf.ini file]]:<code> modules_ShoppingCart=modules/ShoppingCart/ShoppingCart.php </code> # Add the following to the beginning of your [[index.php file]]:<code> function __autoload($class){ if ( $class == 'ShoppingCart' ) require_once 'modules/ShoppingCart/lib/ShoppingCart/ShoppingCart.class.php'; } </code> # In the [[fields.ini file]] for any table whose records you wish to represent items for sale, add the following:<code> [__implements__] InventoryItem=1 </code> # Specify which fields should be used for the item description, price, width, height, length, and weight in the [[fields.ini file]] for each table whose records you wish to represent items for sale by adding the following directives to the appropriate fields:<code> ShoppingCart.description=1 ShoppingCart.unitPrice=1 ShoppingCart.weight=1 ShoppingCart.width=1 ShoppingCart.height=1 ShoppingCart.length=1 </code> E.g. if your table has a field named ""price"" that you want to represent the unit price, you would have something like:<code> [price] ShoppingCart.unitPrice=1 </code> The shopping cart module will make its best guess on which fields to use for these values if they are not explicitly specified. # Specify the paypal account where money should be deposited by adding the following to your application's [[actions.ini file]]:<code> [view_cart] paypal.account="youremail@example.com" </code> ===Usage Instructions=== Once the Shopping Cart module is installed you can: # Add items to your shopping cart # View your cart contents # Checkout and pay with paypal ====Adding Items to the Cart==== In the View tab of any salable record, you'll notice a little block on the left side of the page with the heading "Add Item to Cart". This includes a field to specify the quantity and a button to add the item to the shopping cart. ====Viewing Cart Contents==== The Shopping Cart module automatically introduces an action to view the cart contents. This action is named "view_cart". Hence you can always view the cart contents by entering the URL: index.php?-action=view_cart . ====Checking Out==== # View the cart contents. # Click "Check out" # This will take you to a paypal page to pay for your items. ==Actions== This module adds the following actions to your application. {| class="listing listing2" |- ! Name ! Content-type ! Description ! Version |- | checkout | text/html | Sends user to paypal to pay for the contents of their cart. | 0.1 |- | calculate_shipping | text/html | Calculates the shipping charges for the cart. | 0.1 |- | add_to_cart | text/html | Adds an item to the cart. | 0.1 |- | clear_cart | text/html | Empties the shopping cart. | 0.1 |- | get_shipping_provinces | text/json | Returns JSON array of provinces for a given country. | 0.1 |- | invoices | text/html | Displays the current user's invoices. | 0.1 |- | payment_complete | text/html | Page that is displayed after a successful payment on paypal. | 0.1 |- | paypal_ipn | none | Handles paypal events such as successful payments. | 0.1 |- | refresh_shipping_methods | text/html | Refreshes the shipping methods available to the system. | 0.1 |- | set_shipping_method | text/html | Sets the selected shipping method to a particular method. | 0.1 |- | view_cart | text/html | View the cart contents. | 0.1 |} ==Blocks and Slots== This module adds the following blocks and slots to your applications. {| class="listing listing2" |- ! Name ! Description ! Version |- | shipping_method | A block with a form to select the shipping method. | 0.1 |- | add_to_cart | A block with a form to add a record/item to the shopping cart. | 0.1 |} ==Application Delegate Class Hooks== You can modify the shopping cart behavior by defining the following methods to the application delegate class. {| class="listing listing2" |- ! Name ! Description ! Version |- | isShippingMandatory | Returns a boolean value indicating whether the user must select a shipping method. | 0.1 |- | getDefaultShippingMethod | Returns a string with the name of the default shipping method to be used. | 0.1 |} ==Table Delegate Class Hooks== You can modify the behavior of the shopping cart by defining the following methods to the delegate class of any table that implements the InventoryItem ontology (i.e. any table that is to be used to store products that can be added to the cart). {| class="listing listing2" |- ! Name ! Description ! Version |- | field__taxes | A calculated field that returns an associative array of all applicable taxes for a product. | 0.1 |} ==Internal Storage== This module creates the following tables to store its data: ===dataface__invoices=== The dataface__invoices table stores the actual invoices for purchases made. An invoice is automatically created as soon as the user "checks out". {| class="listing listing2" |- ! Column Name ! Data Type ! Description ! Version |- | InvoiceID | int(11) | Auto incrementing primary key for the invoice. | 0.1 |- | dateCreated | datetime | The date that the invoice was created. | 0.1 |- | dateModified | datetime | The date that the invoice was last modified | 0.1 |- | status | enum | The status of the invoice (either PENDING, PAID, or APPROVED). | 0.1 |- | amount | decimal(10,2) | The total amount on the invoice. | 0.1 |- | paymentMethod | varchar(32) | The name of the payment method used. | 0.1 |- | referenceID | varchar(64) | ?? | 0.1 |- | username | varchar(32) | The username of the user who owns this invoice. | 0.1 |- | firstName | varchar(32) | The first name of the payer. | 0.1 |- | lastName | varchar(32) | The last name of the payer. | 0.1 |- | address_name | varchar(100) | The name on the shipping address. | 0.1 |- | address1 | varchar(100) | The shipping address line 1. | 0.1 |- | address2 | varchar(100) | The shipping address line 2. | 0.1 |- | city | varchar(40) | The shipping address city. | 0.1 |- | province | varchar(2) | The shipping province or state. | 0.1 |- | country | varchar(2) | The shipping country. | 0.1 |- | postalCode | varchar(32) | The shipping postal code. | 0.1 |- | shipping_method | varchar(50) | The name of the shipping method to use. | 0.1 |- | phone | varchar(32) | The phone number of the payer. | 0.1 |- | email | varchar(127) | The email address of the buyer. | 0.1 |- | data | text | Serialize shopping cart data. | 0.1 |} ===dataface__shipping_methods=== Stores the available shipping methods. {| class="listing listing2" |- ! Column Name ! Data Type ! Description ! Version |- | shipping_method_id | int(11) | Auto increment ID for a shipping method. | 0.1 |- | shipping_method_name | varchar(50) | The name of the shipping method. | 0.1 |- | shipping_method_label | varchar(100) | The label for the shipping method (displayed to the user). | 0.1 |- | shipping_method_enabled | tinyint(1) | Whether or not this shipping method is currently enabled. | 0.1 |- | shipping_method_module | varchar(32) | The name of the handler that this shipping method belongs to. | 0.1 |} ==Payment Handlers== Information about payment handlers to be added here. ==Shipping Handlers== The Shopping Cart module is itself modular, allowing you to develop custom shipping handlers for different types of shipping. A shipping handler is responsible for calculating shipping costs to a destination address. Currently only a UPS shipping handler has been created, but it is not difficult to create other handlers. ===Shipping Handler Public Interface=== {| class="listing listing2" |- ! Method ! Description ! Version |- | calculateShipping | Calculates the shipping cost for the current shopping cart, and adds the shipping cost to the cart as a line item. | 0.1 |- | getInfo | Returns an array of shipping methods that can be handled by this handler. | 0.1 |} en 0 xataface_templates 23 xataface_templates ==Xataface Templates== [[toc]] Xataface uses the [http://smarty.php.net Smarty Template Engine] to power all of its templates. Templates are stored in the one of the following locations: * %XATAFACE_ROOT%/Dataface/templates * %SITE_ROOT%/templates Where %XATAFACE_ROOT% is the Xataface directory (includes files such as dataface-public-api.php), and %SITE_ROOT% is the path to your application. You may also have subdirectories within these templates directories. ===Cascading Templates=== Xataface uses a simple cascading technique for deciding which template to use. If there are templates in the %SITE_ROOT%/templates and %XATAFACE_ROOT%/Dataface/templates directories with the same name, then Xataface will use the one in the %SITE_ROOT%/templates directory. In this way, you are able to override any of Xataface's core templates by adding one of the same name to your %SITE_ROOT%/templates directory. The most common template to override is the Dataface_Main_Template.html template which defines the look and feel for the entire application (e.g. header, footer, etc...). Hence, if you wanted to customize the look & feel of your application, you would likely start by copying %XATAFACE_ROOT%/Dataface/templates/Dataface_Main_Template.html into the %SITE_ROOT%/templates directory and make modifications to it as desired. ===Useful Smarty Tags introduced by Xataface=== In addition to the standard set of Smarty tags, Xataface templates provide some of its own. ==Xataface Templates== Xataface uses the [http://smarty.php.net Smarty Template Engine] to power all of its templates. Templates are stored in the one of the following locations: * %XATAFACE_ROOT%/Dataface/templates * %SITE_ROOT%/templates Where %XATAFACE_ROOT% is the Xataface directory (includes files such as dataface-public-api.php), and %SITE_ROOT% is the path to your application. You may also have subdirectories within these templates directories. ===Cascading Templates=== Xataface uses a simple cascading technique for deciding which template to use. If there are templates in the %SITE_ROOT%/templates and %XATAFACE_ROOT%/Dataface/templates directories with the same name, then Xataface will use the one in the %SITE_ROOT%/templates directory. In this way, you are able to override any of Xataface's core templates by adding one of the same name to your %SITE_ROOT%/templates directory. The most common template to override is the Dataface_Main_Template.html template which defines the look and feel for the entire application (e.g. header, footer, etc...). Hence, if you wanted to customize the look & feel of your application, you would likely start by copying %XATAFACE_ROOT%/Dataface/templates/Dataface_Main_Template.html into the %SITE_ROOT%/templates directory and make modifications to it as desired. ===Useful Smarty Tags introduced by Xataface=== In addition to the standard set of Smarty tags, Xataface templates provide some of its own. {| class="listing listing2" |- ! Name ! Description ! Version |- | [[templates:tags:use_macro|use_macro]] | Include another template with the option to override certain sections. | 0.6 |- | define_slot | Marks a section that can be overridden by other templates that include this one via the use_macro tag. | 0.6 |- | fill_slot | Overrides content in a template that has been included via the use_macro tag. | 0.6 |- | block | Marks an insertion point where content can be inserted by delegate classes and modules. | 0.6 |- | load_record | Loads a [http://dataface.weblite.ca Dataface_Record] object from the database to be used in the template. | 0.6 |- | group | Groups an array of records together based on a field value. | 0.6 |- | img | Displays a thumbnail of an image. | 0.6 |- | actions | Loads an associative array of actions defined in the actions.ini file, based on certain criteria. | 0.6 |- | actions_menu | Displays a menu of actions based on certain criteria. | 0.6 |- | record_actions | A specialization of the actions_menu tag. This displays a menu of actions only in the record_actions category. | 0.6 |- | record_tabs | A specialization of the actions_menu tag. This displays a menu of actions only in the record_tabs category. | 0.6 |- | result_controller | Displays the paging controls for the current table's records. Use this for any listing of records. | 0.6 |- | result_list | Displays the result list (from the list tab) for the current request. | 0.6 |- | related_list | Displays the related records list for the current request. | 0.6 |- | bread_crumbs | Displays the bread crumbs for the current request. | 0.6 |- | search_form | Displays the find form for the current table. | 0.6 |- | language_selector | Displays a menu to select the user's preferred language. | 0.6 |- | next_link | Displays a link to the next XXX records. | 0.6 |- | prev_link | Displays a link to the previous XXX records. | 0.6 |- | jump_menu | Displays the select list of the records found in this found-set so that the user can jump directly to any record. | 0.6 |- | limit_field | Displays a text field for the user to select the number of records to display per page. | 0.6 |- | result_index | Displays the index of pages (1 to XXX) for this query. | 0.6 |- | summary_list | Displays a list of records in the current found set using a summary format rather than the regular table format. | 0.6 |- | sort_controller | Displays a control to sort the results on any column. | 0.6 |- | glance_list | Displays a simple, brief list of records matching certain criteria. | 0.6 |- | record_view | Loads structured data for a record as required for the view tab. | 0.6 |- | feed | Generates a link to an RSS feed based on certain criteria. | 0.6 |- | translate | Display a section of text in the user's selected language. (i18n). | 0.6 |- | if_allowed | The contents of this block are shown only if the user has certain permissions. | 0.6 |- | editable | Make a section of the page editable using AJAX. | 0.6 |- | abs | Convert a URL into an absolute URL. | 0.6 |} ===Useful Template Variables=== Xataface makes certain variables available to every template: {| class="listing listing2" |- ! Name ! Description ! Version |- | $ENV.REQUEST | Reference to the $_REQUEST array (HTTP Request parameters, both GET and POST) | 0.6 |- | $ENV.SESSION | Reference to the $_SESSION array (the session variables) | 0.6 |- | $ENV.DATAFACE_PATH | The file system path to the Xataface directory (i.e. the directory containing all of the Xataface files such as dataface-public-api.php). | 0.6 |- | $ENV.DATAFACE_URL | The URL to the Xataface directory. | 0.6 |- | $ENV.DATAFACE_SITE_PATH | The file system path to your application directory. (i.e. the directory containing your conf.ini and index.php files). | 0.6 |- | $ENV.DATAFACE_SITE_URL | The URL to your application directory. | 0.6 |- | $ENV.DATAFACE_SITE_HREF | The URL to your application's script. This differs from the $ENV.DATAFACE_SITE_URL variable in that this also includes the script name. | 0.6 |- | $ENV.SCRIPT_NAME | Same as $ENV.DATAFACE_SITE_HREF | 0.6 |- | $ENV.APPLICATION | A reference to the application's conf array (i.e. the parsed contents of the conf.ini file). | 0.6 |- | $ENV.APPLICATION_OBJECT | A reference to the Dataface_Application object for the application. | 0.6 |- | $ENV.SERVER | A reference to the $_SERVER array. | 0.6 |- | $ENV.QUERY | A reference to the current query (i.e. Dataface_Application::getInstance()->getQuery()) | 0.6 |- | $ENV.action | The name of the current action as specified by the -action REQUEST parameter. | 0.6 |- | $ENV.table | The name of the current table as specified by the -table REQUEST parameter. | 0.6 |- | $ENV.table_object | A reference to the current table. | 0.6 |- | $ENV.relationship | The name of the current relationship as specified by the -relationship REQUEST parameter. | 0.6 |- | $ENV.limit | The value of the -limit REQUEST parameter. This is the number of records to show per page. | 0.6 |- | $ENV.start | The value of the -start REQUEST parmeter. This is the starting point in the result set which is currently being displayed. | 0.6 |- | $ENV.resultSet | A reference to the [http://dataface.weblite.ca/Dataface_QueryTool Dataface_QueryTool] object for this result set. | 0.6 |- | $ENV.record | A reference to the [http://dataface.weblite.ca/Dataface_Record Dataface_Record] object that is matched by the current query. | 0.6 |- | $ENV.mode | The name of the current mode. e.g. find, list, browse | 0.6 |- | $ENV.language | The 2-digit ISO language code that is currently selected as the user's preferred language. | 0.6 |- | $ENV.prefs | A reference to the preferences array ($conf['_prefs']) | 0.6 |- | $ENV.search | The value of the current full-text search (i.e. the search that was entered into the upper right search field. | 0.6 |} ==Smarty Plugins== One of the most powerful features of [http://www.smarty.net Smarty] is its pluggable architecture. You can easily add your own custom plugins to a registered "plugins" directory to add functions, modifiers, blocks, and other features to your templates. Prior to Xataface 2.0, you Smarty plugins could only be placed in the ''lib/Smarty/plugins'' directory of the Xataface distribution folder. This is not very conducive to Xataface updates, though. In general it is best practice to not change anything inside the xataface directory. Most other configuration and extensions can be handled by making changes to your application's directory which override corresponding functionality in Xataface. As of Xataface 2.0, you can create a directory named ''plugins'' to your application directory, Smarty knows to look in this directory for plugins. For versions of Xataface prior to 2.0, you can make a small modification to the SkinTool to also add support as desribed in [http://xataface.com/forum/viewtopic.php?f=4&t=6722 this post]. ===Example Plugin=== The following is an example Smarty plugin adapted from [http://www.smarty.net/docs/en/plugins.functions.tpl this page] but modified slightly to work in Xataface. It is a simple "eightball" plugin that adds a tag {eightball} to Xataface that you can use in any of your templates. Whenever this tag is rendered it outputs one of a set of predefined strings randomly. # Add a ''plugins'' directory to your application directory. i.e. ''path/to/app/plugins'' # Add a file inside this ''plugins'' directory called ''<nowiki>function.eightball.php</nowiki>'' with the following content:<code> <?php /* * Smarty plugin * ------------------------------------------------------------- * File: function.eightball.php * Type: function * Name: eightball * Purpose: outputs a random magic answer * ------------------------------------------------------------- */ function smarty_function_eightball($params, Dataface_SkinTool $template) { $answers = array('Yes', 'No', 'No way', 'Outlook not so good', 'Ask again soon', 'Maybe in your reality'); $result = array_rand($answers); return $answers[$result]; } </code> # If you compare this function to the original example in [http://www.smarty.net/docs/en/plugins.functions.tpl the smarty tutorial] you'll notice that the 2nd parameter has been changed to type ''Dataface_SkinTool'' from ''Smarty_Internal_Template''. If you don't make this change, you will get a fatal error when you try to use the tag. This function defines an ''{eightball}'' tag that can be added to any Smarty template in Xataface. # Next we'll create a template that uses this tag. If your application doesn't have a ''templates'' directory, create one now (i.e. path/to/app/templates). # Add a file inside your templates directory called ''testing.html'' with the following content:<code> The eight ball says {eightball} </code> # Now we need to display this template somewhere in our interface. In this case, we'll choose the ''before_record_content'' block. (This will render the template before the main section of the view tab). Add the following method to your [[Application_Delegate_Class]]:<code> function block__before_record_content(){ df_display(array(), 'testing.html'); } </code> # Now if you load your application in a web browser and navigate to the details view for a record, you should see something like the following: <nowiki><img src="http://media.weblite.ca/files/photos/Screen_Shot_2012-04-16_at_12.33.01_PM.png?max_width=640"/></nowiki> ===See also:=== * [http://www.xataface.com/documentation/tutorial/getting_started/changing-look-and-feel Changing the Look & Feel of Xataface] (From the Getting Started Tutorial) * [http://www.xataface.com/documentation/tutorial/customizing-the-dataface-look-and-feel Cusomizing the Xataface Look & Feel] Tutorial templates, plugins, smarty en 0 Troubleshooting 49 Troubleshooting ==Xataface Troubleshooting== This document is intended to help Xataface developers through some of the most common issues. [[toc]] ==All I get is a blank white screen!== The most common issue mentioned in the forums is that an application comes up with a blank white screen in the web browser. This can happen for a number of reasons but the most common reason is because PHP has encountered a fatal error and your PHP installation is not set up to display errors. The first step to troubleshooting this problem must be to find out what the error is. You can do that in one of the following ways: # Check your Apache error log if you know where it is. One common location on many linux installations is <code> /var/log/httpd/error_log </code> but your system may have it located elsewhere. If you cannot find your error log, continue to the next option. # Turn on the ''display_errors'' flag in your ''php.ini'' file. I.e., in your ''php.ini'' file, find where it says <code> display_errors Off </code> and change it to <code> display_errors On </code>. After this is done, restart your apache webserver. If you don't know where your ''php.ini'' file is located see the section later in this document on locating your ''php.ini'' file. If you don't have access to your php.ini file, move on to the next option. # In your application's ''.htaccess'' file, add the following directives to enable displaying errors:<code> php_flag display_errors on </code> . Note that this method will only work if your apache config file allows you to override these values at the directory level. If you still get a blank white screen after this, continue to the next option. # At the beginning of your application's index.php file, add the following:<code> <?php error_reporting(E_ALL); ini_set('display_errors', 'on'); </code> . Note that if the error occurs in the parsing or compiling of your PHP files you will still get a blank screen. But this will at least display runtime errors on the page. Once you can see the error messages that caused the blank white screen you are in a much better position to solve the problem. ==Locating your php.ini file== Locating your ''php.ini'' file is actually quite easy. The quickest way is to create a php script with the following contents: <code> <?php phpinfo(); </code> then navigate to this page in your web browser. This look at the line where it says the ''php.ini file''. It will list the path there. en 0 URL_Conventions 37 URL_Conventions ==Xataface URL Conventions== [[toc]] Xataface adheres to a few simple URL conventions for all of its actions. When you understand how Xataface URLs work you begin to get far more out of your applications. By specifying the appropriate query parameters to can jump directly to any point in your application, or produce a specific result set. For example, the URL ''index.php?-table=people'' will take you to the ''people'' table (and since the default action for a Xataface application is ''list'', it will take you to the ''list'' view. You could be more explicit by specifying the action in the URL directly: ''index.php?-table=people&-action=list''. This would take you to the same screen. From this example, you see that you can specify such things as the table and action via GET parameters. Xataface accepts many more GET parameters also, as you'll see in the next section. ===Available GET Parameters=== {| class="listing listing2" |- ! Name ! Description ! Default ! Version |- | -action | Specifies the action to perform. E.g. ''browse'', ''list'', ''find'', ''edit'', ''new'', ... etc.. | list | all |- | -table | The name of the table to use as the context table. | The first table in the [_tables] section of your [[conf.ini file]] | all |- | -skip | Skip a certain number of results in the current found set to display. E.g. If there are 100 records in the table and you want to start browsing from the 30th record, you would set ''-skip=29''. Not to be confused with the ''-cursor'' parameter which is used to specify which record to view in the ''details'' tab. | 0 | all |- | -limit | The maximum number of records in the found set to display. | 30 | all |- | -cursor | The index of the record in the current found set that is treated as the "current" record. This is used in the ''details'' tab to identify which record to act on. E.g. which record to view or edit. | 0 | all |- | -sort | A comma-delimited list of columns to sort the result set on. | null | all |- | -relationship | If we are browsing related records, this specifies the name of the relationship. | null | all |- | -related:start | If we are browsing related records, this is the first record in the relationship to show. | 0 | all |- | -related:limit | If we are browsing related records, this is the number of records to show per page. | 30 | all |- | -search | A keyword search term to filter the found set on. Any row containing any field that matches the query will be returned. | null | all |- | --no-query=1 | A flag to indicate that xataface should not query the database by default. This flag is used in the new record form to prevent the form parameters from being interpreted as query parameters to search in the database. If you set this flag, it likely result in a message saying "No records found". Generally you would only use this in a custom action where you are not relying on Xataface's default found set. | 0 | 1.3 |} There are many other GET parameters that are used in various contexts but the above parameters are available throughout the entire application. ===Finding Records using the URL=== Notice that all of the GET parameters mentioned in the previous section begin with a hyphen (i.e. '-'). This is a convention Xataface uses to distinguish directives from search queries. All parameters that do not begin with '-' are treated as a query to filter the found set. For example, ''first_name=bob'' used as a GET parameter would cause the found set to be filtered so that only records where the ''first_name'' column contains the phrase "bob" are returned. Putting this all together, suppose we wanted to show the list tab for the ''people'' table, but only wanted to show the people with first names containing "bob": index.php?-action=list&-table=people&first_name=bob ====Exact, Range, and Pattern Matching==== By default, queries on text columns look for partial matches. I.e. if you search for "bob" it will match "bob", "bobby", "rubob", and any other text that contains "bob". If you are only interested in finding records that match ''exactly'' "bob", then you can prepend an "=" to the query. E.g. ''first_name==bob'', or the full URL: index.php?-action=list&-table=people&first_name==bob This should show the ''list'' tab for the ''people'' table with only records with first name exactly "bob". There are a number of modifiers that you can prepend to your query to modify how it is executed. They are as follows: =====Search Operators===== {| class="listing listing2" |- ! Prefix ! Usage Example ! Description |- | > | age=>10 | Match records greater than search parameter. |- | < | age=<10 | Match records less than search parameter. |- | >= | age=>=10 | Match records greater than or equal to the search parameter. |- | <= | age=<=10 | Match records less than or equal to the search parameter. |- | .. | age=10..20 | Match records in a given range. |- | = | first_name==bob | Match records that exactly match the search parameter (if there is no prefix then it will search for partial matches on text/varchar/char fields.). |- | ~ | first_name=~a% | Exact match, but you can include wildcards such as '%' and '?' in your search. |} =====Search Examples===== Given the following data set: {| class="listing listing2" |- ! first_name ! age |- | Bob | 10 |- | Cindy | 12 |- | Julie | 6 |- | Jake | 8 |- | Kabob | 16 |} Here are some example queries on this data set and their results: {| class="listing listing2" |- ! Query ! Matches |- | age=>10 | match records where ''age'' is greater than 10. This includes ''Cindy'' and ''Kabob''. |- | age=<10 | match records where ''age'' is less than 10. This includes ''Julie'' and ''Jake'' |- | age=>=10 | match records where ''age'' is greater or equal to 10. This includes ''Bob'', ''Cindy'', and ''Kabob''. |- | age=<=10 | match records where ''age'' is less than or equal to 10. This includes ''Bob'', ''Julie'', and ''Jake''. |- | age=8..10 | match records where ''age'' is between 8 and 10. This includes ''Bob'' and ''Jake''. |- | first_name=bob | Matches records where ''first_name'' contains "bob". This includes ''Bob'' and ''Kabob''. |- | first_name==bob | Matches records where ''first_name'' is exactly "bob". This includes ''Bob'' only. |- | first_name=~J% | Matches records that begin with "J". This includes ''Jake'' and ''Julie'' |} ====Matching on Related Records==== It is also possible to match records based on their related data (i.e. data that is not physically stored in the record itself, but in related records via a relationship). For example if we want to find authors who have written about a particular topic, we would normally have to first find all of the articles that contain a topic, and then cross-reference that result against the ''authors'' table. With Xataface we can perform this query directly from the ''authors'' table using something like the following query: index.php?-table=authors&articles/title=sports This assumes that the ''authors'' table has a relationship named ''articles'' that contains all of the articles that an author has written. So the above query returns precisely those authors who have written at least one article whose ''title'' field contains the phrase "sports". =====Anatomy of a Related Query===== %relationship%/%field%=%query% This matches all records in the current table such that at least one record in its ''<relationship>'' relationship matches the query: ''%field%=%query%''. ====Using the ''OR'' Operator==== Xataface allows you to search for more than one value at a time using the ''OR'' operator. E.g. first_name=bob+OR+steve Would match all records with ''first_name'' containing "bob" or "steve". first_name=bob+OR+=steve Would match all records with ''first_name'' containing "bob" or exactly matching "steve" age=<10+OR+>20 Would match all records with age less than 10 or greater than 20. ====Combining Multiple Queries in One Request==== Xataface allows you to filter on more than one field at a time. If you combine multiple queries in the same request it has the effect of strengthening the filter, matching only those rows that match ''both'' queries. E.g. age=>10&first_name=bob would match all records where ''age'' is greater than 10 '''AND''' that have ''first_name'' containing "bob". =====Examples of Combined Queries===== Given the same data set as the previous set of examples: {| class="listing listing2" |- ! first_name ! age |- | Bob | 10 |- | Cindy | 12 |- | Julie | 6 |- | Jake | 8 |- | Kabob | 16 |} first_name=bob&age=11 would return no matches because there are no records that contain both ''first_name'' "bob" and ''age'' 11. However first_name=bob&age=10 would return only ''Bob'' and first_name=bob&age=16 would return only ''Kabob''. ====Special Common Queries==== =====Search For Null or Blank Value===== Searching for a null value or a blank value is an exact match for "". Therefore you can simply search for "=". E.g. To find records with a null or blank first_name you would use the query ''first_name==''. Or the full query: index.php?-table=people&first_name== =====Search for Non-blank Value===== Searching for a non-blank value is the same as searching for a value greater than "". Therefore you can simply search for ">". E.g. if you wanted to find records with a first_name, you would use the query ''first_name=>''. Or the full query: index.php?-table=people&first_name=> ==Preserved vs Non-preserved Parameters== As mentioned above any parameters that are prefixed by a hyphen (i.e. "=") are treated as directives rather than search filters. Hence if you want to use your own GET parameters you should always prefix them with a "-" to ensure that Xataface does not attempt to apply it as a search filter. In order to keep a consistent context for users, all browsing within the same table preserves both search queries and directives. Hence if you go to the URL: index.php?-table=people&-action=list&first_name=bob It will show you the ''list'' tab of the ''people'' table with only those records with ''first_name'' "bob". Now if you click on the ''details'' tab it will preserve your query ''first_name''. The query will become something like: index.php?-table=people&-action=details&first_name=bob&...etc... more parameters (Although the parameters may appear in a different order). This allows you to navigate forward and back to previous and next records and stay within the same found set. It also ensures that if you click on the ''list'' tab to return to the list view, it will retain your place in the list. Note that navigating within the same table it will also preserve your directives. E.g. If you specify the ''-limit'' directive to show 100 records per page: index.php?-table=people&-action=list&-limit=100 And then you click on the ''details'' tab, it will retain your ''-limit'' parameter. Of course the ''-limit'' parameter is not actually used by the ''details'' action because it works on only one record at a time (it uses the ''-cursor'' parameter instead), when you click back on the ''list'' tab it will still show you 100 records per page. Because of this, we call the ''-limit'' parameter a preserved parameter. It is retained when navigating within the same table. '''Note:''' parameters are retained in the HTTP Query string, not in sessions or cookies. This ensures that there are no surprises when you enter a URL to your Xataface application. ===Unpreserved Parameters=== If you ''don't'' want Xataface to preserve one of your parameters, you should prefix two hyphens to the parameter name. I.e. "--". One example of an unpreserved parameters throughout Xataface applications is the ''--msg'' parameter. The value of this parameter will be displayed on the page as an info message to the user. Clearly you don't want this parameter preserved across requests, as you only want the user to see a message once. E.g. index.php?--msg=Record+Successfully+saved. Would didsplay the mesage "Record Successfully Saved" at the top of the page. If you click on any link in the application, it will not retain the ''--msg'' parameter so you will not see the message on subsequent requests. This parameter is useful if you want to give feedback to the user about an action that has been carried out. ===Summary=== {| class="listing listing2" |- ! Parameter Type ! Prefix ! Examples ! Description |- | Preserved | - | -limit, -skip, -cursor, -action, -table | Parameter value is preserved when user navigates away from the page (within the same table). |- | Unpreserved Parameters | -- | --msg | Parameter is ''NOT'' retrained with the user navigates away from the page. |} URL Conventions, GET Parameters, POST parameters, Request Parameters en 0 __prefs__ 9 __prefs__ ==__prefs__ fields.ini Section== A global section of the [[fields.ini file]] that sets the preferences for the given table and its records. E.g. <code> [__prefs__] hide_posted_by=1 ; Hides the "Posted by" text in glance lists (e.g. related records in the view tab). hide_updated=1 ; Hides the "Updated" text in glance lists (e.g. the related records in the view tab). </code> ===Available Preferences=== Ultimately, all of the preferences available at a global level should be available here, however currently this is not the case and only selected preferences are available at the table level. {| class="listing listing2" ! Name ! Description ! Version |- | [[hide_posted_by]] | HIdes the ''posted_by'' text in glance lists. E.g. In the view tab of a record, the related records are shown in the left column. This will hide the ''posted_by'' text next to each related record. | 1.0b4 |- | [[hide_updated]] | Hides the ''updated'' text in glance lists. E.g. In the view tab of a record, the related records are shown in the left column. This will hide the ''updated'' text next to each related record. | 1.0b4 |- |} en 0 testpage2 2 testpage2 Another test page [[testpage]] en 0 timestamp 44 timestamp Return to [[fields.ini file]] A very simple sample of this could be your table contains the table date_created as a type of date. In your fields.ini, you would include this: <code> [date_created] timestamp=insert widget:type=hidden </code> The widget:type=hidden will make the field not visible during entry and editing. And the timestamp=insert causes the field to be filled upon insertion of a new record. ===Possible Values=== * '''update''' - Causes timestamp to be updated whenever the record is modified. * '''insert''' - Causes the timestamp to be updated only when the record is first inserted. timestamp, date, datetime en 0 lookup 61 The Lookup Widget Return to [[widget:type]] page to see list of all widget types. Back to [[fields.ini file]] to see other fields.ini directives. [[toc]] ===Synopsis=== The lookup widget allows users to look a record from another table to insert into the field. It is like a select widget except that it doesn't use a vocabulary. Instead you just specify a table on which it should search using the widget:table directive. In order to use the lookup widget to edit a field, you should set the [[widget:type]] directive of the [[fields.ini file]] for the field to '''lookup''. I.e. <code> [fieldname] widget:type=lookup widget:table=mytable </code> '''Note that the lookup widget requires the [[widget:table]] directive to be set to the target table of the lookup or it will not work properly.''' ===Required Directives=== The following [[fields.ini file]] directives are required to accompany the field definition if a lookup widget is used: {| class="listing listing2" |- ! Name ! Description ! Version |- | widget:table | The name of the table in which the lookup widget should look up related records. | 1.0 |} ===Optional Directives=== The following additional optional directives may be used to customize the behaviour of the lookup widget: {| class="listing listing2" |- ! Name ! Description ! Version |- | widget:filters:-limit | Sets the number of records that are shown by default in the lookup widget. Default is 30 if this is omitted. E.g.<code>widget:filters:-limit=100</code> to show 100 records at a time. | 1.0 |- | widget:filters:-sort | Specifies the columns to sort the results on. E.g. <code>widget:filters:-sort=category_name asc, year desc</code> | 1.0 |- | widget:filters:* | Any valid Xataface directive can be used to filter the results by specifying widget:filters:param (where "param" is a valid Xataface GET parameter, which could include a column name to filter results on, or other filter directives). <code>widget:filters:country=Canada</code> To only show results with Country=Canada. | 1.0 |- | widget:filters:*=$* | Dynamic filters. Causes the options in the record browser to be filtered on the value of another field in the form. e.g. <code>widget:filters:country_id="$country_id"</code> would show only results with records having country_id matching the value of the 'country_id' field in the current form. | 1.3.1 |} See [[URL Conventions]] for an overview of the types of GET parameters Xataface can take. Any GET parameters that manipulate a query can be used with the widget:filters:* directive to modify the query results that are shown in the lookup widget. ===Example=== In this example we have a field named appointee that is supposed to reference the contacts table. So in the [[fields.ini file]] we would have: <pre> [appointee] widget:type=lookup widget:table=contacts </pre> Initially we just have a little find icon next to the field. If the user clicks it, a dialog pops up enabling them to search for the contact that they want: [[Image:http://media.weblite.ca/files/photos/Picture%2023.png?max_width=640]] ===Additional Tips=== Although the lookup widget does not use a vocabulary as indicated in the Synopsis above, it is still useful to define a vocabulary in the fields.ini file for this field. The reason is because the lookup widget is only used with the edit action, where you are inserting or editing data into the field. However, it is not used to the display the data in the view or list actions. Therefore, you must still have a vocabulary defined to properly display these values. In order to customize the display of the lookup widget's select list, you must edit the delegate class for the table which is referenced by the widget:table directive. There are two important points to note: # The items in the selection list are formatted based on the getTitle(&$record) delegate class function if it is defined. However, ... # The Search box will search on text in VARCHAR and TEXT fields. If you need to search for data in numeric fields, you can create a grafted field using a function such as CONCAT() to display numbers as text. Links: * [http://xataface.com/forum/viewtopic.php?f=4&t=6723 Lookup widget on view with compound primary key] lookup widget, widget:filters, widget:-filters:limit, widget:table en 0 __field__permissions 50 __field__permissions This method can be used to set the default permissions for all fields in a designated table, when specified in that table's delegate class. It comes in handy in situations when you want to deny access to all fields except for those designated, rather then specifying each field to deny individually. For example, to revoke edit permissions from all fields but one, the user must first have edit permissions to the table overall, otherwise the Edit tab/action will not appear. Then, use this __field_permissions method to revoke edit permissions from all fields. Finally, use the fieldname__permissions method (see below) to allow access to only those fields needed. === Also See: === * [[How_to_granulate_permissions_on_each_field]] * [[fieldname__permissions]] en 0 table 66 table When using widget:type table, it will store the data as XML. So the field type must be TEXT (or varchar... but text is better). You can decide which columns you want in the table by creating sub-fields in your fields.ini file as follows: Suppose you want a column called 'name' and a column called 'url' <code> [myfield] widget:type=table [myfield:name] [myfield:url] </code> Now when you access the stored value using the Dataface API, the value of myfield will be stored as an array of associative arrays. e.g. <code> foreach ( $record->val('myfield') as $vals){ echo $vals['name'].' -- '.$vals['url']; } </code> en 0 no_access_text 59 no_access_text Whenever the NO_ACCESS permission is given for a field, normally the text NO ACCESS appears. But we might want to display another text. Here is an example of the text subscribe is used instead of NO ACCESS whenever the NO_ACCESS permissions is given. <code>function no_access_text(&$record){ return "Subscribe"; } </code> en 0 relationship 68 The relationship fields.ini directive [[fields.ini file|Return to fields.ini file directives]] [[toc]] ===Synopsis=== Certain types of widgets (e.g. grid (v1.0) and checkbox (v1.2)) support the relationship directive which allows them to effectively add/remove records from a specified relationship. This directive only works with transient fields. ===Example 1: Checkboxes to add/remove categories=== (Note: This example requires Xataface 1.2 or higher to work) Suppose we have a database that keeps track of courses and the branch of research that they belong to. A course can be part of multiple branches. We want to be able to select the branches that a particular course belongs to on the edit form for that course using checkboxes. Table Structure: <code> courses: course_id : int (primary key) course_title : varchar branches: branch_id : int (primary key) branch_name : varchar branch_description: text course_branches: course_id : int branch_id : int </code> Relationship definition: (from the tables/courses/[[relationships.ini file]]): <code> [branches] course_branches.course_id="$course_id" course_branches.branch_id=branches.branch_id </code> Field definitions: (from tables/courses/[[fields.ini file]]): <code> [branches] transient=1 relationship=branches widget:type=checkbox </code> Things to notice: # This is a many-to-many relationship (hence the need for the course_branches join table. # The [branches] field is a transient field. # The relationship directive from the [[fields.ini file]] references our branches relationship that was defined in the [[relationships.ini file]]. # You can call the field anything that you like. There is no need for it to have the same name as the relationship. It just turned out that way in this example. ===Example 2: Using a grid widget=== Let's modify example 1 slightly to use a grid widget instead of checkboxes. The grid widget will allow us edit the records in a relationship using dynamic table. It automatically uses the correct widget for each column of the table according to the definition in the target table's [[fields.ini file]]. Most of the definition can remain the same. We only change the [[fields.ini file]] directive: <code> [branches] transient=1 relationship=branches widget:type=grid widget:columns="branch_name,branch_description" </code> In this case we are able to edit the branch name and description in each row of the grid. ===See Also=== * [[grid|The grid widget]] * [[checkbox|The checkbox widget]] * [[relationships.ini file|The relationships.ini file]] * [[fields.ini file|The fields.ini file]] grid widget, relationship, checkbox en 0 Application_Delegate_Class 12 Application Delegate Class [[toc]] ===Synopsis=== The application delegate class is similar to the [[Delegate_class_methods|table_delegate_class]] except that it is applicable to the application as a whole, not just one table. It allows the developer to implement hooks that will be executed by Xataface to modify behavior. Examples of customizations that can be made with the Application Delegate class include: * Permissions * User Preferences * Custom content to be inserted into templates. * Triggers * more. ===Location=== The delegate class is optional and should be located in the conf/ApplicationDelegate.php file in the application directory. ===Example=== <code> <?php class conf_ApplicationDelegate { function getPermissions(&$record){ return Dataface_PermissionsTool::NO_ACCESS(); } } </code> ===Available Methods=== ====Triggers==== {| class="listing listing2" ! Name ! Description ! Version |- | after_action_activate | Trigger called after activation is complete. Activation occurs after a user registers and responds to the registration confirmation email. | 1.2.5 |- | after_action_login | Trigger called after a user logs in | 1.0 |- | after_action_logout | Trigger called after a user logs out | 1.0 |- | after_action_edit | Trigger called after the edit action completes. | 1.0 |- | after_action_new | Trigger called after new action completes. | 1.0 |- | after_action_delete | Trigger called after the delete action completes. | 1.0 |- | [[after_action_activate]] | Trigger called after successfully email validation (after registering). | 1.2 |- | [[before_authenticate]] | Trigger called just before authentication is carried out. This allows you to change the authentication type based on such things as SESSION variables etc... | 1.2.5 |- | [[beforeHandleRequest]] | Trigger called on each page request immediately before the action handler is called. This is handy if you need to perform some action on each page request, such as changing the default action depending on the logged in user. | 1.0 |- | [[loginFailed]] | Trigger called after a failed login attempt. Allows you to provide your own logging. | 2.0.1 |- | [[startSession]] | If implemented, this overrides how Xataface starts its sessions. If you implement this method, your custom method should at least include a call to [http://php.net/session_start session_start]. | 1.2.5 |} ====Preferences==== {| class="listing listing2" ! Name ! Description ! Version |- | getPreferences | Returns the user preference settings. | 0.6 |} ====Permissions==== {| class="listing listing2" ! Name ! Description ! Version |- | getPermissions | Returns the permissions available for a given record. | 0.6 |- | getRoles | Returns the roles allowed for a given record. | 1.0 |- | __field__permissions | Returns the default permissions for a field of a given record. | 1.0 |- | __field__roles | Returns the default roles for a field of a given record. | 1.0 |- | fieldname__permissions | Returns the permissions that are allowed for the field "fieldname" on a given record. | 0.7 |- | fieldname__roles | Returns the roles that are allowed for the field "fieldname" on a given record. | 1.0 |- | rel_relationshipname__permissions | Returns the permissions pertaining to the relationship ''relationshipname'' on a given record. | 1.0 |- | rel_relationshiopname__roles | Returns the role or roles pertaining to the relationship ''relationshipname'' on a given record. | 1.0 |} See [[permissions]] for more information about Xataface's permissions architecture and how to implement custom application permissions. <nowiki><a name="registration"></a></nowiki> ====Registration==== {| class="listing listing2" ! Name ! Description ! Version |- | [[beforeRegister]] | Trigger called before the user registration form is saved. | 1.0 |- | [[afterRegister]] | Trigger called after registration form is saved. | 1.0 |- | [[validateRegistrationForm]] | Validates the input into the registration form. | 1.0 |- | [[sendRegistrationActivationEmail]] | Overrides the sending of the registration activation email. | 1.0 |- | [[getRegistrationActivationEmailInfo]] | Overrides the activation email info. Returns an associative array of the email details (e.g. subject, to, headers, etc... | 1.0 |- | [[getRegistrationActivationEmailSubject]] | Returns the subject of the activation email. | 1.0 |- | [[getRegistrationActivationEmailMessage]] | Returns the message body for the activation email. | 1.0 |- | [[getRegistrationActivationEmailParameters]] | Returns the parameters for the actication email. | 1.0 |- | [[getRegistrationActivationEmailHeaders]] | Returns the headers for the activation email. | 1.0 |- | [[after_action_activate]] | Trigger fired after activation is complete. | 1.2 |} See [[registration form]] for more information about Xataface's registration system and how to allow users to register for an account on your application. <nowiki><a name="password-reset"></a></nowiki> ====Forgot Password==== {| class="listing listing2" ! Name ! Description ! Version |- | [[getPasswordChangedEmailInfo]] | Optional method to define the settings for the email that is sent to the user upon successful resetting of their password using the password reset function. | 1.3 |- | [[getResetPasswordEmailInfo]] | Optional method to define the settings for the email that is sent when a user requests to reset their password. This step comes before the password changed email as first the user requests a password reset and receives this email. Then they click a link in this email to reset the password upon which time they receive a second email containing their temporary password. That email is generated by the [[getPasswordChangedEmailInfo]] method if defined. If this method is not defined then a generic email predefined in Xataface will be sent instead. | 1.3 |} ====RSS Feed Customization==== {| class="listing listing2" ! Name ! Description ! Version |- | [[getFeedItem]] | For RSS Feeds, overrides the defaults and returns an associative array with feed elements for a particular record | 1.0 |- | [[getFeed]] | For RSS feeds, overrides the default feed for a query, returning an array of feed items. | 1.0 |- | getFeedSource | Overrides the default feed source parameter for an RSS feed. | 1.0 |- | [[getRelatedFeed]] | For RSS feeds, overrides the default feed for a related feed. | 1.0 |- | getRSSDescription | Overrides the default generated RSS description for a record. | 1.0 |} ====Template Customization==== {| class="listing listing2" ! Name ! Description ! Version |- | [[block__blockname]] | Outputs content that is meant to override a slot or a block named "blockname". | 0.6 |- | [[getNavItem]] | Overrides the navigation menu item for a particular table. | 1.3 |- | [[navItemIsSelected]] | Overrides the "selected" setting for nav menu items. This is used by the default implementation of [[getNavItem]]. | 1.3 |- | [[getTemplateContext]] | Returns an associative array of variables that should be made available to all templates. | 1.0 |} ====Output Cache Customization==== {| class="listing listing2" ! Name ! Description ! Version |- | [[getOutputCacheUserId]] | Returns a unique user id that is used by the output cache to ensure that different users don't use the same cached page (unless appropriate). This is generally not necessary as the output cache by default uses a different cache for each user... but in some cases you may want to use a different cache for the same user. | 2.0 |} ====Valuelist Customization==== {| class="listing listing2" ! Name ! Description ! Version |- | [[valuelist__valuelistname]] | Defines a valuelist named ''valuelistname''. | 0.7 |} application delegate class en 0 LDAP_or_Active_Directory 65 How to authenticate users with LDAP or Active Directory [[toc]] It is often easier to use the existing LDAP or Active Directory to authenticate users in Xataface than to create a new password for every user in the table users. ===In the conf.ini=== In the conf.ini file, in the [auth] part, you need to add your LDAP or AD configuration data : <code>[_auth] auth_type=ldap users_table = xata_users username_column = id ldap_host = "xxx.xxx.xxx.xxx" ldap_port = "389" ldap_base = "OU=blabla,DC=blablabla"</code> Here in the table users, you need the login but the password can be just ''PASS'', because the password will be fetched into the LDAP base. You need to add the [http://weblite.ca/svn/dataface/modules/Auth/ldap/trunk/ auth module] in the conf/modules directory. ===See Also=== * [[authentication]] - Overview of Authenthentication features in Xataface LDAP,Active Directory,Authentication en 0 modules 30 Xataface Modules [[toc]] Xataface provides a number of hooks that allow developers to create modules to extend its functionality. This page lists a handful of the currently available modules. * [[ShoppingCart|Shopping Cart]] - Converts your application into a shopping cart. * [[Filemaker]] - Export record sets as Filemaker XML. * [[DataGrid|Data Grid]] - Editable Datagrid. * [[Email]] - Convert your database into a email list. Send email to any found set. * [[reCAPTCHA module]] - A reCAPTCHA module to add CAPTCHA support to your Xataface forms. * [[XataJax]] - Platform for building Web 2.0 AJAX applications with Xataface. Will be a standard component for Xataface starting with version 1.3. ==Module Installation== You can add modules in either: # DATAFACE_PATH/modules directory (since 1.0) # DATAFACE_SITE_PATH/modules directory (since 1.3) Modules in the DATAFACE_SITE_PATH directory will supersede modules in the DATAFACE_PATH/modules directory (since 1.3). To activate a module for your application you also need to add an entry to the [[_modules]] section of your [[conf.ini file]]. Each module will come with its own installation instructions. ==Authentication Modules== Modules to add alternative authentication methods are added to the modules/Auth directory. ==Developing Your Own Modules== See [[Module Developers Guide]]. modules, captcha en 0