cocoon/README.markdown

cocoon

cocoon is a Rails3 gem to allow easier handling of nested forms.

Nested forms are forms that handle nested models and attributes in one form. For example a project with its tasks, an invoice with its ordered items.

It is formbuilder-agnostic, so it works with standard Rails, or Formtastic or simple_form.

This project is not related to Apache Cocoon

Prerequisites

This gem uses jQuery, it is most useful to use this gem in a rails3 project where you are already using jQuery.

Sortable form support requires jQuery UI.

Furthermore i would advice you to use either formtastic or simple_form.

I have a sample project where I demonstrate the use of cocoon with formtastic.

Installation

Inside your Gemfile add the following:

gem "cocoon"

Rails 3.1+

Add the following to application.js so it compiles to the asset_pipeline

//= require cocoon

If you also want to be able to sort nested forms, ordering them on a particular field, add cocoon/ordered:

//= require cocoon
//= require cocoon/ordered

Rails 3.0.x

If you are using Rails 3.0.x, you need to run the installation task (since rails 3.1 this is no longer needed):

rails g cocoon:install

This will install the needed javascript file. Inside your application.html.haml you will need to add below the default javascripts:

= javascript_include_tag :cocoon

or using erb, you write

<%= javascript_include_tag :cocoon %>

That is all you need to do to start using it!

Usage

Suppose you have a model Project:

rails g scaffold Project name:string description:string

and a project has many tasks:

rails g model Task description:string done:boolean project_id:integer

Edit the models to code the relation:

class Project < ActiveRecord::Base
  has_many :tasks
  accepts_nested_attributes_for :tasks, :reject_if => :all_blank, :allow_destroy => true
end

class Task < ActiveRecord::Base
  belongs_to :project
end

What we want to achieve is to get a form where we can add and remove the tasks dynamically. What we need for this, is that the fields for a new/existing task are defined in a partial view called _task_fields.html.

We will show the sample usage with the different possible form-builders.

Using formtastic

Inside our projects/_form partial we then write:

= f.inputs do
  = f.input :name
  = f.input :description
  %h3 Tasks
  #tasks
    = f.semantic_fields_for :tasks do |task|
      = render 'task_fields', :f => task
    .links
      = link_to_add_association 'add task', f, :tasks
  = f.actions do
    = f.action :submit

and inside the _task_fields partial we write:

.nested-fields
  = f.inputs do
    = f.input :description
    = f.input :done, :as => :boolean
    = link_to_remove_association "remove task", f

That is all there is to it!

There is an example project on github implementing it called cocoon_formtastic_demo.

Or, you can use the Formtastic cocoon field type to wrap up much of the boilerplate of the wrapper and add association button:

= f.inputs do
  = f.input :name
  = f.input :description
  %h3 Tasks
  #tasks
    = f.input :tasks, :as => :cocoon
  = f.actions do
    = f.action :submit

Sortable forms

Say you have a set of nested models that are ordered arbitrarily:

class Task < ActiveRecord::Base
  belongs_to :project

  default_scope :order => 'order ASC'
end

You want users to be able to sort those models via the UI. You can do this by including cocoon/ordered and specifying the sort field in the Formtastic input call:

= f.input :tasks, :as => :cocoon, :ordered_by => :order

Add the order field as a hidden field in the nested form:

.nested-fields
  = f.inputs do
    = f.input :description
    = f.input :done, :as => :boolean
    = f.input :order, :as => :hidden
    = link_to_remove_association "remove task", f

The order field will now be filled in correctly when new models are added and when the models are sorted.

Using simple_form

Inside our projects/_form partial we then write:

= simple_form_for @project do |f|
  = f.input :name
  = f.input :description
  %h3 Tasks
  #tasks
    = f.simple_fields_for :tasks do |task|
      = render 'task_fields', :f => task
    .links
      = link_to_add_association 'add task', f, :tasks
  = f.submit

and inside the _task_fields partial we write:

.nested-fields
  = f.input :description
  = f.input :done, :as => :boolean
  = link_to_remove_association "remove task", f

There is an example project on github implementing it called cocoon_simple_form_demo.

Using standard rails forms

Inside our projects/_form partial we then write:

- form_for @project do |f|
  .field
    = f.label :name
    %br
    = f.text_field :name
  .field
    = f.label :description
    %br
    = f.text_field :description
  %h3 Tasks
  #tasks
    = f.fields_for :tasks do |task|
      = render 'task_fields', :f => task
    .links
      = link_to_add_association 'add task', f, :tasks
  = f.submit

and inside the _task_fields partial we write:

.nested-fields
  .field
    = f.label :description
    %br
    = f.text_field :description
  .field
    = f.check_box :done
    = f.label :done
  = link_to_remove_association "remove task", f

I will provide a sample project later.

How it works

I define two helper functions:

link_to_add_association

This function will add a link to your markup that will, when clicked, dynamically add a new partial form for the given association. This should be placed below the semantic_fields_for.

It takes four parameters:

• name: the text to show in the link
• f: referring to the containing form-object
• association: the name of the association (plural) of which a new instance needs to be added (symbol or string).
• html_options: extra html-options (see link_to) There are some special options, the first three allow to control the placement of the new link-data:
  • data-association-insertion-traversal : the jquery traversal method to allow node selection relative to the link. closest, next, children, etc. Default: absolute selection
  • data-association-insertion-node : the jquery selector of the node
  • data-association-insertion-method : jquery method that inserts the new data. before, after, append, prepend, etc. Default: before
  • data-association-insertion-position : old method specifying where to insert new data.
    • this setting still works but data-association-insertion-method takes precedence. may be removed in a future version.
  • partial: explicitly declare the name of the partial that will be used
  • render_options : options passed through to the form-builder function (e.g. simple_fields_for, semantic_fields_for or fields_for). If it contains a :locals option containing a hash, that is handed to the partial.

Optionally you could also leave out the name and supply a block that is captured to give the name (if you want to do something more complicated).

:render_options

Inside the html_options you can add an option :render_options, and the containing hash will be handed down to the form-builder for the inserted form. E.g. especially when using twitter-bootstrap and simple_form together, the simple_fields_for needs the option :wrapper => 'inline' which can be handed down as follows:

(Note: In certain newer versions of simple_form, the option to use is ':wrapper => 'bootstrap')

= link_to_add_association 'add something', f, :something, :render_options => {:wrapper => 'inline' }

If you want to specify locals that needed to handed down to the partial, write

= link_to_add_association 'add something', f, :something, :render_options => {:locals => {:sherlock => 'Holmes' }}

:partial

To overrule the default partial name, e.g. because it shared between multiple views, write

= link_to_add_association 'add something', f, :something, :partial => 'shared/something_fields'

link_to_remove_association

This function will add a link to your markup that will, when clicked, dynamically remove the surrounding partial form. This should be placed inside the partial _<association-object-singular>_fields.

It takes three parameters:

• name: the text to show in the link
• f: referring to the containing form-object
• html_options: extra html-options (see link_to)

Optionally you could also leave out the name and supply a block that is captured to give the name (if you want to do something more complicated).

Callbacks (upon insert and remove of items)

On insertion or removal the following events are triggered:

• cocoon:before-insert: called before inserting a new nested child
• cocoon:after-insert: called after inserting
• cocoon:before-remove: called before removing the nested child
• cocoon:after-remove: called after removal

If in your view you have the following snippet to select an owner (we use slim for demonstration purposes)

#owner
  #owner_from_list
    = f.association :owner, :collection => Person.all(:order => 'name'), :prompt => 'Choose an existing owner'
  = link_to_add_association 'add a new person as owner', f, :owner

This view part will either let you select an owner from the list of persons, or show the fields to add a new person as owner.

The callbacks can be added as follows:

$(document).ready(function() {
    $('#owner').bind('cocoon:before-insert',
         function() {
           $("#owner_from_list").hide();
           $("#owner a.add_fields").hide();
         });
    $('#owner').bind('cocoon:after-insert',
         function() {
           /* ... do something ... */
         });
    $('#owner').bind("cocoon:before-remove",
         function() {
           $("#owner_from_list").show();
           $("#owner a.add_fields").show();
         });
    $('#owner').bind("cocoon:after-remove",
         function() {
           /* e.g. recalculate order of child items */
         });
});

Do note that for the callbacks to work there has to be a surrounding container (div), where you can bind the callbacks to.

Control the Insertion behaviour

The default insertion location is at the back of the current container. But we have added two data-attributes that are read to determine the insertion-node and -method.

For example:

$(document).ready(function() {
    $("#owner a.add_fields").
      data("association-insertion-method", 'before').
      data("association-insertion-node", 'this');
});

The association-insertion-node will determine where to add it. You can choose any selector here, or specify this (default it is the parent-container).

The association-insertion-method will determine where to add it in relation with the node. Any jQuery DOM Manipulation method can be set but we recommend sticking to any of the following: before, after, append, prepend. It is unknown at this time what others would do.

The association-insertion-traversal will allow node selection to be relative to the link.

For example:

$(document).ready(function() {
    $("#owner a.add_fields").
      data("association-insertion-method", 'append').
      data("association-insertion-traversal", 'closest').
      data("association-insertion-node", '#parent_table');
});

Partial

If no explicit partial-name is given, cocoon looks for a file named _<association-object_singular>_fields. To override the default partial-name use the option :partial.

For the javascript to behave correctly, the partial should start with a container (e.g. div) of class .nested-fields.

There is no limit to the amount of nesting, though.

Note on Patches/Pull Requests

• Fork the project.
• Make your feature addition or bug fix.
• Add tests for it. This is important so I don't break it in a future version unintentionally.
• Commit, do not mess with rakefile, version, or history. (if you want to have your own version, that is fine but bump version in a commit by itself I can ignore when I pull)
• Send me a pull request. Bonus points for topic branches.

Contributors

The list of contributors just keeps on growing. Check it out !! I would really really like to thank all of them, they make cocoon more awesome every day. Thanks.

Todo

• add more sample relations: has_many :through, belongs_to, ...
• improve the tests (test the javascript too)(if anybody wants to lend a hand ...?)

Copyright

Copyright (c) 2010 Nathan Van der Auwera. See LICENSE for details.

Not Related To Apache Cocoon

Please note that this project is not related to the Apache Cocoon web framework project.

Apache Cocoon, Cocoon, and Apache are either registered trademarks or trademarks of the Apache Software Foundation in the United States and/or other countries.