Refactoring the SNH Data Table Widget

“Quality is never an accident; it is always the result of high intention, sincere effort, intelligent direction and skillful execution; it represents the wise choice of many alternatives.”
William A Foster

After I posted the SNH Data Table widget collection out on Share, I realized that there were a couple more features that really needed to be in there before it could truly be considered complete, so I started working on adding one of those features, the ability to click on an aggregate column value and see the records represented by that number. While testing out those new additions to the code, I discovered that I was not being consistent in the way in which these various features were being implemented, and decided to take a step back and review the entire set of additional features as a group. I don’t like to see one feature implemented one way and another, similar feature implemented some other way. Just to review, the SNH version of the Data Table widget adds the following configurable features:

  • Reference Field Links – For any field with a type of reference, the value is rendered as a link which can branch to another Portal Page or broadcast the details to a companion widget sharing the page.
  • Aggregate Columns – Aggregate columns are counts of related records, which can also now be rendered as a link which can branch to another Portal Page or broadcast the details to a companion widget sharing the page.
  • Buttons and Icons – Buttons and icons can also be configured, and clicking on a button or icon will branch to another Portal Page or broadcast the details to a companion widget sharing the page.
  • Bulk Actions – When one or more bulk actions are configured, checkboxes will be rendered at the beginning of each line, and a drop-down select list of actions will be rendered in the footer. Checking one or more rows of the table and selecting an action from the drop-down will branch to another Portal Page or broadcast the details to a companion widget sharing the page.

Although each of these features were unique, and developed for a specific purpose over a period of time, they all share a number of characteristics in common, particularly the fact that selecting an item will broadcast a message alerting other widgets of the selection and/or branch out to a different page on the portal. It seemed to me that, even though each feature had its own way of approaching this, and even though they all seemed to work just the way that they were, they all really needed to approach things in a consistent manner. So I decided to go back and review the various implementations and see if I could come up with a way for all of them to be handled in the same manner.

For the reference field links, I had leveraged the existing go() function from the original widget. For the buttons and icons, I had built a new function, which I also did later for the aggregate columns, but using a different approach. For the bulk actions, I also had a separate function, but it is a little different than the other three, as it deals with multiple records and the others all deal with a single record. Still, all four had some very similar characteristics.

The original go() function did a $scope.emit(), and then code in the wrapper widgets listened for that event and did the actual branching to the new page. I don’t want to disturb that existing code, as I would like the enhanced widget to be drop-in compatible with the original, but I don’t really see the need to involve the wrapper widgets in any of the things that I was doing. I had already done that in a few places by copying what was already there, but now that I look at it a little more closely, I would like to rip all of that out and handle everything in the core widget alone.

The easiest way to make sure that everyone uses the same approach is for everyone to share the same code. So I came up with a universal function that would take care of the broadcasting and the navigation for all four use cases, which turned out like this:

function processClick(sys_id, eventName, config, item) {
	spNavStateManager.onRecordChange(c.data.table).then(function() {
		var parms = {};
		parms.table = config.table || c.data.table;
		parms.sys_id = sys_id;
		parms.record = item;
		parms.config = config;
		$scope.ignoreLocationChange = true;
		for (var x in c.data.list) {
			c.data.list[x].selected = false;
		}
		$rootScope.$broadcast(eventName, parms);
		if (config.page_id) {
			var s = {id: config.page_id, table: parms.table, sys_id: parms.sys_id, view: $scope.data.view};
			var newURL = $location.search(s);
			spAriaFocusManager.navigateToLink(newURL.url());
		}
	});
}

The function accepts four arguments, sys_id, eventName, config, and item. The sys_id is the sys_id of the record, either the related record or the record of the active row. The eventName is one of the following:

referenceClick: 'data_table.referenceClick',
aggregateClick: 'data_table.aggregateClick',
buttonClick: 'data_table.buttonClick',
bulkAction: 'data_table.bulkAction'

The config is the configuration object for the reference, aggregate, button, icon, or bulk action, and the item is either the record for the current row, the related record, or in the case of bulk actions, the list of selected records. The function extracts certain elements from the passed arguments, broadcasts the message, and then if there is a portal page specified, branches to that page with URL parameters extracted from the data passed. This will now occur in the same manner, using the same technique for all four of the added features.

To invoke this function, I created four new functions, one for each of the four features. These functions establish the arguments in accordance with the needs of each feature. Here are the four new functions:

$scope.referenceClick = function(field, item) {
	var config = {};
	config.table = item[field].table;
	config.page_id = c.data.refmap[config.table] || 'form';
	var sys_id = item[field].value;
	processClick(sys_id, eventNames.referenceClick, config, item[field].record);
};

$scope.aggregateClick = function(aggregate, item) {
	var config = {};
	for (var a in c.data.aggarray) {
		if (c.data.aggarray[a].name == aggregate) {
			config = c.data.aggarray[a];
		}
	}
	var sys_id = item.sys_id;
	if (config.source && item[config.source].value) {
		sys_id = item[config.source].value;
	}
	processClick(sys_id, eventNames.aggregateClick, config, item);
};

$scope.buttonClick = function(button, item) {
	var config = {};
	for (var b in c.data.btnarray) {
		if (c.data.btnarray[b].name == button) {
			config = c.data.btnarray[b];
		}
	}
	processClick(item.sys_id, eventNames.buttonClick, config, item);
};

$scope.bulkActionSelected = function() {
	if (c.data.bulk_action) {
		var selected = [];
		for (var x in c.data.list) {
			if (c.data.list[x].selected) {
				selected.push(c.data.list[x]);
			}
		}
		if (parms.selected.length > 0) {
			var config = {};
			for (var b in c.data.actarray) {
				if (c.data.actarray[b].name == c.data.bulk_action) {
					config = c.data.actarray[b];
				}
			}
			config.table = c.data.table
			processClick('', eventNames.bulkAction, config, selected)
		} else {
			spModal.alert('You must select at least one row for this action');
		}
	}
	c.data.bulk_action = '';
};

In addition to wanting to consistently handle the various actions, I also wanted to run out and get the latest copy of the original Data Table widget to make sure that I had not missed any useful updates since I initially cloned the widget. At the same time, I wanted to start fresh with the latest copy and then surgically insert the enhancements, disturbing the original code as little as possible, and marking my additions with comments to clearly delineate the new code from the original. Here is how that turned out with the HTML template:

<div class="panel panel-{{options.color}} b" ng-class="{'data-table-high-contrast': accessibilityModeEnabled}">
    <div class="panel-heading form-inline" ng-hide="options.hide_header">
      <span class="dropdown m-r-xs">
        <button aria-label="{{data.title || data.table_plural}} ${Context Menu}" class="btn dropdown-toggle glyphicon glyphicon-menu-hamburger" style="line-height: 1.4em" id="optionsMenu" data-toggle="dropdown" aria-haspopup="true" aria-expanded="false"></button>
        <ul class="dropdown-menu" aria-labelledby="optionsMenu">
          <li ng-repeat="t in ::exportTypes">
            <a ng-if="!tinyUrlEnabled" ng-href="/{{data.table}}_list.do?{{::t.value}}&sysparm_query={{data.exportQueryEncoded}}&sysparm_view={{data.view}}&sysparm_fields={{data.fields}}" target="_new" tabindex="-1">${Export as} {{::t.label}}</a>
            <a ng-if="tinyUrlEnabled" ng-href="/{{data.table}}_list.do?{{::t.value}}&sysparm_tiny={{tinyUrl}}" target="_new" tabindex="-1">${Export as} {{::t.label}}</a>
          </li>
        </ul>
      </span>
      <h2 class="panel-title" style="display:inline"><i ng-if="options.glyph" class="fa fa-{{options.glyph}} m-r"></i>{{data.title || data.table_plural}}<span class="sr-only">${table} - ${page} {{data.p}}</span></h2>
      <button name="new" role="button" class="btn btn-primary btn-sm m-l-xs" ng-click="newRecord()" ng-if="options.show_new && data.canCreate && !data.newButtonUnsupported" aria-label="${Create new record}">${New}</button>
      <div class="pull-right" ng-if="options.show_keywords">
		<form ng-if="data.hasTextIndex" ng-submit="setSearch(true)">
        <div class="input-group" role="presentation">
          <input type="text" name="datatable-search" ng-model="data.keywords" ng-model-options="{debounce:250}" class="form-control" placeholder="${Keyword Search}" aria-label="${Keyword Search}">
          <span class="input-group-btn">
            <button name="search" class="btn btn-default" type="submit" aria-label="${Search}"><span class="glyphicon glyphicon-search"></span></button>
          </span>
        </div>
        </form>
      </div>
      <div class="clearfix"></div>
    </div>
    <!-- body -->
    <div class="panel-body">
      <div ng-if="options.show_breadcrumbs && (data.filter || data.enable_filter)" class="filter-breadcrumbs">
	    		<sp-widget widget="data.filterBreadcrumbs"></sp-widget>
      </div>
      <div class="clearfix"></div>
      <div class="alert alert-info" ng-if="!data.list.length && !data.num_pages && !data.invalid_table && !loadingData">
        ${No records in {{data.table_label}} <span ng-if="data.filter">using that filter</span>}
      </div>
      <div class="alert alert-info" ng-if="loadingData">
          <fa name="spinner" spin="true"></fa> ${Loading data}...
       </div>
      <table class="table table-striped table-responsive" ng-if="data.list.length">
        <caption class="sr-only">{{data.title || data.table_plural}}</caption>
        <thead>
          <tr>
<!-- Start: SNH Data Table enhancements -->
            <th ng-if="data.actarray.length > 0" class="text-nowrap center" tabindex="0">
              <input type="checkbox" ng-model="data.master_checkbox" ng-click="masterCheckBoxClick();"/>
            </th>
<!-- End: SNH Data Table enhancements -->
            <th ng-repeat="field in data.fields_array track by $index" class="text-nowrap" ng-click="setOrderBy(field)"
             scope="col" role="columnheader" aria-sort="{{field == data.o ? (data.d == 'asc'? 'ascending': 'descending') : 'none'}}">
              <div class="th-title" title="${Sort by} {{field == data.o ? (data.d == 'asc' ?  '${Descending}': '${Ascending}') : '${Ascending}'}}" role="button" tabindex="0" aria-label="{{data.column_labels[field]}}">{{data.column_labels[field]}}</div>
              <i class="fa" ng-if="field == data.o" ng-class="{'asc': 'fa-chevron-up', 'desc': 'fa-chevron-down'}[data.d]"></i>
            </th>
<!-- Start: SNH Data Table enhancements -->
            <th ng-repeat="aggregate in data.aggarray" class="text-nowrap center" tabindex="0">
              {{aggregate.heading || aggregate.label}}
            </th>
            <th ng-repeat="button in data.btnarray" class="text-nowrap center" tabindex="0">
              {{button.heading || button.label}}
            </th>
<!-- End: SNH Data Table enhancements -->
          </tr>
        </thead>
        <tbody>
        <tr ng-repeat="item in data.list track by item.sys_id">
<!-- Start: SNH Data Table enhancements -->
           <td ng-if="data.actarray.length > 0" role="cell" class="text-nowrap center" tabindex="0">
              <input type="checkbox" ng-model="item.selected"/>
            </td>
            <td role="{{$first ? 'rowheader' : 'cell'}}" class="sp-list-cell" ng-class="{selected: item.selected}" ng-repeat="field in ::data.fields_array" data-field="{{::field}}" data-th="{{::data.column_labels[field]}}">
              <sn-avatar ng-if="item[field].value && item[field].type == 'reference' && item[field].table == 'sys_user'" primary="item[field].value" class="avatar-small" show-presence="true" enable-context-menu="false"></sn-avatar>
              <a ng-if="$first" href="javascript:void(0)" ng-click="go(item.targetTable, item)" aria-label="${Open record}: {{::item[field].display_value}}">{{::item[field].display_value | limitTo : item[field].limit}}{{::item[field].display_value.length > item[field].limit ? '...' : ''}}</a>
              <a ng-if="!$first && item[field].type == 'reference' && item[field].value" href="javascript:void(0)" ng-click="referenceClick(field, item)" aria-label="${Click for more on }{{::item[field].display_value}}">{{::item[field].display_value | limitTo : item[field].limit}}{{::item[field].display_value.length > item[field].limit ? '...' : ''}}</a>
              <span ng-if="!$first && item[field].type != 'reference'">{{::item[field].display_value | limitTo : item[field].limit}}{{::item[field].display_value.length > item[field].limit ? '...' : ''}}</span>
            </td>
            <td ng-repeat="obj in item.aggValue" role="cell" class="text-right" ng-class="{selected: item.selected}" tabindex="0">
              <a ng-if="obj.name" href="javascript:void(0)" ng-click="aggregateClick(obj.name, item)">{{obj.value}}</a>
              <span ng-if="!obj.name">{{obj.value}}</span>
            </td>
            <td ng-repeat="button in data.btnarray" role="cell" class="text-nowrap center" ng-class="{selected: item.selected}" tabindex="0">
              <a ng-if="!button.icon" href="javascript:void(0)" role="button" class="btn-ref btn btn-{{button.color || 'default'}}" ng-click="buttonClick(button.name, item)" title="{{button.hint}}" data-original-title="{{button.hint}}">{{button.label}}</a>
              <a ng-if="button.icon" href="javascript:void(0)" role="button" class="btn-ref btn btn-{{button.color || 'default'}}" ng-click="buttonClick(button.name, item)" title="{{button.hint}}" data-original-title="{{button.hint}}">
                <span class="icon icon-{{button.icon}}" aria-hidden="true"></span>
                <span class="sr-only">{{button.hint}}</span>
              </a>
            </td>
<!-- End: SNH Data Table enhancements -->
          </tr>
        </tbody>
      </table>
      <div ng-class="{'pruned-msg-filter-pad': (!options.show_breadcrumbs || !data.filter) && !data.list.length}" class="pruned-msg" ng-if="rowsWerePruned()">
        <span ng-if="rowsPruned == 1">${{{rowsPruned}} row removed by security constraints}</span>
        <span ng-if="rowsPruned > 1">${{{rowsPruned}} rows removed by security constraints}</span>
      </div>
    </div>
    <!-- footer -->
 <!-- Start: SNH Data Table enhancements -->
    <div class="panel-footer" ng-if="data.actarray.length > 0 && data.row_count">
      <div class="btn-toolbar m-r pull-left">
        <select class="form-control" ng-model="data.bulk_action" ng-click="bulkActionSelected();">
          <option value="">${Actions on selected rows ...}</option>
          <option ng-repeat="opt in data.actarray" value="{{opt.name}}">{{opt.label}}</option>
        </select>
      </div>
      <span class="clearfix"></span>
    </div>
<!-- End: SNH Data Table enhancements -->
    <div class="panel-footer" ng-hide="options.hide_footer" ng-if="data.row_count" role="navigation" aria-label="${Pagination}">
      <div class="btn-toolbar m-r pull-left">
        <div class="btn-group">
          <a href="javascript:void(0)" ng-click="setPageNum(data.p - 1)" ng-class="{'disabled': data.p == 1}" class="btn btn-default" aria-label="${Previous page} {{data.p == 1 ? '${disabled}' : ''}}" tabindex="{{(data.p == 1) ? -1 : 0}}"><i class="fa fa-chevron-left"></i></a>
        </div>
        <div ng-if="data.num_pages > 1 && data.num_pages < 20" class="btn-group">
          <a ng-repeat="i in getNumber(data.num_pages) track by $index" ng-click="setPageNum($index + 1)" href="javascript:void(0)" ng-class="{active: ($index + 1) == data.p}" type="button" class="btn btn-default" aria-label="${Page} {{$index + 1}}" ng-attr-aria-current="{{($index + 1) == data.p ? 'page' : undefined}}">{{$index + 1}}</a>
        </div>
        <div class="btn-group">
          <a href="javascript:void(0)" ng-click="setPageNum(data.p + 1)" ng-class="{'disabled': data.p == data.num_pages}" class="btn btn-default" aria-label="${Next page} {{data.p == data.num_pages ? '${disabled}' : ''}}" tabindex="{{(data.p == data.num_pages) ? -1 : 0}}"><i class="fa fa-chevron-right"></i></a>
        </div>
      </div>
      <div class="m-t-xs panel-title">${Rows {{data.window_start + 1}} - {{ mathMin(data.window_end,data.row_count) }} of {{data.row_count}}}</div>

      <span class="clearfix"></span>
    </div>
  </div>

All in all, I had to insert code in four different places, twice in the table header, once for the table rows, and once for the bulk action drop-down in the table footer. Everything else is just as it was in the original HTML template from the latest version of the widget. This I like much better than the way that I had it before, and each block of code that I inserted is clearly marked with a Start and an End comment. I took the same approach with the server script and the client script, attempting wherever possible to leave as much as the original work in place and marking those sections where I inserted additions.

Now that that is done, I need to go back into the wrapper widgets and basically do the same thing after I remove all of the code that is now being handled in the core widget. Once that is done, there is still one more thing that I would like to do before releasing another Update Set, but I need to finish up those wrapper widgets first before we jump into that.