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423 lines
15 KiB
Markdown
423 lines
15 KiB
Markdown
# Tutorial 5 - Dataobject Relationship Management
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## Overview
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This tutorial explores the relationship and management of [DataObjects](/topics/datamodel#relations). It builds on the [second tutorial](2-extending-a-basic-site) where we learnt how to define
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additional fields on our models, and attach images to them.
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## What are we working towards?
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To demonstrate relationships between objects,
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we are going to use the example of students working on various projects.
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Each student has a single project, and each project has one or more
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mentors supervising their progress. We'll create these objects,
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make them editable in the CMS, and render them on the website.
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This table shows some example data we'll be using:
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| Project | Student | Mentor |
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| ------- | ------- | ------- |
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| Developer Toolbar | Jakob,Ofir | Mark,Sean |
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| Behaviour Testing | Michal,Wojtek | Ingo, Sean |
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| Content Personalization | Yuki | Philipp |
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| Module Management | Andrew | Marcus,Sam |
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### Has-One and Has-Many Relationships: Project and Student
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A student can have only one project, it'll keep them busy enough.
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But each project can be done by one or more students.
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This is called a **one-to-many** relationship.
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Let's create the `Student` and `Project` objects.
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**mysite/code/Student.php**
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:::php
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<?php
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class Student extends DataObject {
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private static $db = array(
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'Name' => 'Varchar',
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'University' => 'Varchar',
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);
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private static $has_one = array(
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'Project' => 'Project'
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);
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}
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**mysite/code/Project.php**
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:::php
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<?php
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class Project extends Page {
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private static $has_many = array(
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'Students' => 'Student'
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);
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}
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class Project_Controller extends Page_Controller {
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}
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The relationships are defined through the `$has_one`
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and `$has_many` properties on the objects.
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The array keys declares the name of the relationship,
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the array values contain the class name (see the ["database structure"](/reference/database-structure)
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and ["datamodel"](/topics/datamodel) topics for more information).
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As you can see, only the `Project` model extends `Page`,
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while `Student` is a plain `DataObject` subclass.
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This allows us to view projects through the standard
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theme setup, just like any other page.
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It would be possible to render students separately as well,
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but for now we'll assume they're just listed as part of their `Project` page.
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Since `Project` inherits all properties (e.g. a title) from its parent class,
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we don't need to define any additional ones for our purposes.
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Now that we have our models defined in PHP code,
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we need to tell the database to create the related tables.
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Trigger a rebuild through *dev/build* before you
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proceed to the next part of this tutorial.
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### Organizing pages: ProjectHolder
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A `Project` is just a page, so we could create it anywhere in the CMS.
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In order to list and organize them, it makes sense to collect them under a common parent page.
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We'll create a new page type called `ProjectsHolder` for this purpose,
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which is a common pattern in SilverStripe's page types. Holders
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are useful for listing their children, and usually restrict these children to a specific class,
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in our case pages of type `Project`.
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The restriction is enforced through the `$allowed_children` directive.
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**mysite/code/ProjectsHolder.php**
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:::php
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<?php
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class ProjectsHolder extends Page {
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private static $allowed_children = array(
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'Project'
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);
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}
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class ProjectsHolder_Controller extends Page_Controller {
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}
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You might have noticed that we don't specify the relationship
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to a project. That's because its already inherited from the parent implementation,
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as part of the normal page hierarchy in the CMS.
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Now that we have created our `ProjectsHolder` and `Project` page types, we'll add some content.
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Go into the CMS and create a `ProjectsHolder` page named **Projects**.
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Then create one `Project` page for each project listed [above](#what-are-we-working-towards).
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### Data Management Interface: GridField
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So we have our models, and can create pages of type
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`Project` through the standard CMS interface,
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and collect those within a `ProjectsHolder`.
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But what about creating `Student` records?
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Since students are related to a single project, we will
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allow editing them right the on the CMS interface in the `Project` page type.
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We do this through a powerful field called `[GridField](/reference/grid-field)`.
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All customization to fields for a page type are managed through a method called
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`getCMSFields()`, so let's add it there:
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**mysite/code/Project.php**
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:::php
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<?php
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class Project extends Page {
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// ...
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public function getCMSFields() {
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// Get the fields from the parent implementation
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$fields = parent::getCMSFields();
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// Create a default configuration for the new GridField, allowing record editing
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$config = GridFieldConfig_RelationEditor::create();
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// Set the names and data for our gridfield columns
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$config->getComponentByType('GridFieldDataColumns')->setDisplayFields(array(
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'Name' => 'Name',
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'Project.Title'=> 'Project' // Retrieve from a has-one relationship
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));
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// Create a gridfield to hold the student relationship
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$studentsField = new GridField(
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'Students', // Field name
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'Student', // Field title
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$this->Students(), // List of all related students
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$config
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);
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// Create a tab named "Students" and add our field to it
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$fields->addFieldToTab('Root.Students', $studentsField);
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return $fields;
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}
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}
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This creates a tabular field, which lists related student records, one row at a time.
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Its empty by default, but you can add new students as required,
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or relate them to the project by typing in the box above the table.
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In our case, want to manage those records, edit their details, and add new ones.
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To accomplish this, we have added a specific `[api:GridFieldConfig]`.
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While we could've built the config from scratch, there's several
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preconfigured instances. The `GridFieldConfig_RecordEditor` default configures
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the field to edit records, rather than just viewing them.
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The GridField API is composed of "components", which makes it very flexible.
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One example of this is the configuration of column names on our table:
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We call `setDisplayFields()` directly on the component responsible for their rendering.
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<div class="note" markdown="1">
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Adding a `GridField` to a page type is a popular way to manage data,
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but not the only one. If your data requires a dedicated interface
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with more sophisticated search and management logic, consider
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using the `[ModelAdmin](reference/modeladmin)` interface instead.
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</div>
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![tutorial:tutorial5_project_creation.jpg](_images/tutorial5_project_creation.jpg)
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Select each `Project` page you have created before,
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go in the tab panel called "Students", and add all students as required,
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by clicking on the link **Add Student** of your *GridField* table.
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![tutorial:tutorial5_addNew.jpg](_images/tutorial5_addNew.jpg)
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Once you have added all the students, and selected their projects, it should look a little like this:
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![tutorial:tutorial5_students.jpg](_images/tutorial5_students.jpg)
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### Many-many relationships: Mentor
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Now we have a fairly good picture of how students relate to their projects.
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But students generally have somebody looking them over the shoulder.
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In our case, that's the "mentor". Each project can have many of them,
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and each mentor can be have one or more projects. They're busy guys!
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This is called a *many-many* relationship.
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The first step is to create the `Mentor` object and set the relation with the `Project` page type.
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**mysite/code/Mentor.php**
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:::php
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<?php
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class Mentor extends DataObject {
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private static $db = array(
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'Name' => 'Varchar',
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);
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private static $belongs_many_many = array(
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'Projects' => 'Project'
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);
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}
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**mysite/code/Project.php**
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:::php
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class Project extends Page {
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// ...
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private static $many_many = array(
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'Mentors' => 'Mentor'
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);
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}
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This code will create a relationship between the `Project` table and the `Mentor` table by storing the ids of the respective `Project` and `Mentor` in a another table named "Project_Mentors"
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(after you've performed a `dev/build` command, of course).
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The second step is to add the table in the method `getCMSFields()`,
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which will allow you to manage the *many_many* relation.
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Again, GridField will come in handy here, we just have
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to configure it a bit differently.
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**mysite/code/Project.php**
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:::php
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class Project extends Page {
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// ...
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public function getCMSFields() {
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// ...
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// Same setup, but for mentors
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$mentorsField = new GridField(
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'Mentors',
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'Mentors',
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$this->Mentors(),
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GridFieldConfig_RelationEditor::create()
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);
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$fields->addFieldToTab('Root.Mentors', $mentorsField);
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return $fields;
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}
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}
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The important difference to our student management UI is the usage
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of `$this->Mentor()` (rather than `Mentor::get()`). It will limit
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the list of records to those related through the many-many relationship.
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In the CMS, open one of your `Project` pages and select the "Mentors" tab.
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Add all the mentors listed [above](#what-are-we-working-towards)
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by clicking on the **Add Mentor** button.
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![tutorial:tutorial5_module_creation.jpg](_images/tutorial5_module_creation.jpg)
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To associate the mentor with a project, select one the the mentors, and click on the projects tab. Add all the projects a mentor is associated with (see the [list](#What_are_we_working_towards?)), by typing the name in "Find Projects by Page name" and clicking the "Link Existing" button.
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You will notice that you are able to select the same `Project` for multiple mentors.
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This is the definition of a **many-to-many** relation.
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![tutorial:tutorial5_module_selection.jpg](_images/tutorial5_module_selection.jpg)
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## Website Display
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Now that we have created all the *Page* and *DataObject* classes necessary and the relational tables to manage the [relations](/topics/datamodel#relations) between them, we would like to see these relations on the website. We will see in this section how to display all these relations,
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but also how to create a template for a *DataObject*.
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For every kind of *Page* or *DataObject*, you can access to their relations thanks to the **control** loop.
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### Projects Overview Template
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We'll start by creating a `ProjectsHolder` template,
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which lists all projects, and condenses their
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student and mentor relationships into a single line.
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You'll notice that there's no difference between
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accessing a "has-many" and "many-many" relationship
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in the template loops: To the template, its just
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a named list of object.
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![tutorial:tutorial5_projects_table.jpg](_images/tutorial5_projects_table.jpg)
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**themes/simple/templates/Layout/ProjectsHolder.ss**
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:::ss
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<% include SideBar %>
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<div class="content-container unit size3of4 lastUnit">
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<article>
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<h1>$Title</h1>
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<div class="content">
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$Content
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<table>
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<thead>
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<tr>
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<th>Project</th>
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<th>Students</th>
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<th>Mentors</th>
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</tr>
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</thead>
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<tbody>
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<% loop $Children %>
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<tr>
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<td>
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<a href="$Link">$Title</a>
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</td>
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<td>
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<% loop $Students %>
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$Name ($University)<% if $Last !=1 %>,<% end_if %>
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<% end_loop %>
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</td>
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<td>
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<% loop $Mentor %>
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$Name<% if $Last !=1 %>,<% end_if %>
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<% end_loop %>
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</td>
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</tr>
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<% end_loop %>
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</tbody>
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</table>
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</div>
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</article>
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</div>
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Navigate to the holder page through your website navigation,
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or the "Preview" feature in the CMS. You should see a list of all projects now.
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Add `?flush=1` to the page URL to force a refresh of the template cache.
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To get a list of all projects, we've looped through the "Children" list,
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which is a relationship we didn't define explictly.
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It is provided to us by the parent implementation,
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since projects are nothing other than children pages in the standard page hierarchy.
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### Project Detail Template
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Creating the detail view for each `Project` page works in a very similar way.
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Given that we're in the context of a single project,
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we can access the "Students" and "Mentors" relationships directly in the template.
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![tutorial:tutorial5_project.jpg](_images/tutorial5_project.jpg)
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**themes/simple/templates/Layout/Project.ss**
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:::ss
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<% include SideBar %>
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<div class="content-container unit size3of4 lastUnit">
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<article>
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<h1>$Title</h1>
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<div class="content">
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$Content
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<h2>Students</h2>
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<% if $Students %>
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<ul>
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<% loop $Students %>
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<li>$Name ($University)</li>
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<% end_loop %>
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</ul>
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<% else %>
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<p>No students found</p>
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<% end_if %>
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<h2>Mentors</h2>
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<% if $Mentors %>
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<ul>
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<% loop $Mentors %>
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<li>$Name</li>
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<% end_loop %>
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</ul>
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<% else %>
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<p>No mentors found</p>
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<% end_if %>
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</div>
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</article>
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</div>
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Follow the link to a project detail from from your holder page,
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or navigate to it through the submenu provided by the theme.
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### Student Detail Template
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You might have noticed that we duplicate the same template code
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between both views when it comes to displaying the details
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on students and mentors. We'll fix this for students,
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by introducing a new template for them.
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**themes/simple/templates/Includes/StudentInfo.ss**
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:::ss
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$Name ($University)
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To use this template, we need to add a new method to our student class:
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:::php
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class Student extends DataObject {
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function getInfo() {
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return $this->renderWith('StudentInfo');
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}
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}
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Replace the student template code in both `Project.ss`
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and `ProjectHolder.ss` templates with the new placeholder, `$Info`.
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That's the code enclosed in `<% loop $Students %>` and `<% end_loop %>`.
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With this pattern, you can increase code reuse across templates.
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## Summary
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This tutorial has demonstrated how you can manage data with
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different types of relations between in the CMS,
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and how you can display this data on your website.
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We illustrated how the powerful `Page` class can be useful to structure
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your own content, and how we can correlate it to more
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lightweight `DataObject` classes. The transition between
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the two classes is intentionally fluent in the CMS, you can
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manage them depending on your needs.
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`DataObject` gives you a no-frills solution to data storage,
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but `Page` allows for built-in WYSIWIG editing, versioning,
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publication and hierarchical organization.
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## Exercises
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This is a simplified example, so there's naturally room for improvement.
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In order to challenge your knowledge gained in the tutorials so far,
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we suggest some excercises to make the solution more flexible:
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* Refactor the `Student` and `Mentor` classes to inherit from a common parent class `Person`,
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and avoid any duplication between the two subclasses.
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* Render mentor details in their own template
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* Change the `GridField` to list only five records per page (the default is 20).
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This configuration is stored in the `[api:GridFieldPaginator]` component
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