Infold

Infold provides Scaffolding functionality specifically for Internal tools. CRUD (Create, Read, Update, Delete) applications with an easy-to-use UI can be built instantly. The generated code is highly readable and customizable, allowing for easy additional customization. Supports Rails >= 7.0 and Hotwire.

Goals

  • Quickly and easily build Internal tools with all the functionality you need
  • No need for a designer, just a developer to create a usable UI/UX
  • Easy customization with YAML and Scaffold instead of DSL development

Getting started

Installation

Add this line to your application's Gemfile:

gem 'infold', require: false

In addition, infold uses the following Gem, add these lines to your Gemfile too.

gem 'devise'           # Certification
gem 'haml-rails'       # HAML
gem 'kaminari'         # Pagination
gem 'view_component'   # View Component
gem 'active_decorator' # Decoration
gem 'enum_help'        # Enum Helpers

Then run bundle install

Next, you need to run the generator:

$ rails generate infold:install

At this point, several common files for CRUD applications are generated.

Devise Setup

With the above installation, Devise is also installed. Please migrate for Device user's table.

$ rails db:migrate

Create a test user for Devise from rails console.

$ rails console

AdminUser.create(email: '[email protected]', password: 'password')

Basic Usage

Specify the target model for CRUD and generate code from the generator. The following is an example of a Product model.

$ rails generate infold Product

The above commands will generate several files, including Controller and View. You can check it by starting rails from bin/dev and accessing http://localhost:3000/admin.

basic

By executing the above command, each directory, such as controllers, models, and views, automatically generates code to run the internal tools.
This mechanism is similar to Rails' Scaffold, and it is possible to implement additional necessary functions based on this.

However, this is not the only functionality that can generate from Infold.
Let's customize YAML and automatically generate the necessary functions by referring to the following contents.

More Customization

Infold can be customized more by configuring YAML. YAML is generated in the config/infold directory. After setting up YAML, the code is regenerated by executing the following command.

$ rails generate infold:scaffold ResourceName (eg: Product)

YAML for demo apps

The YAML file for the demo apps can be referenced here. Please refer to it.

Validation

In model.validate, you can define validation for each field.

Example

The following example shows the title and price fields with required validation and the price field with numeric and greater than or equal to 0 validation.

model:
  validate:
    title: presence
    price:
      - presence
      - numericality:
          greater_than_or_equal_to: 0

Then validation is activated on the form screen.

validate

Enum

In model.enum, you can define enum field.

Example

The following example defines an enum in the status field and sets the elements to ordered(value: 1), charged(value: 2), and delivered(value: 3).

model:
  enum:
    status:
      ordered: 1
      charged: 2
      delivered: 3

Then the screen displays the Name of the Enum.

enum

Colored Enum

Enum also allows you to specify a color for each element. The available colors are blue, azure, indigo, purple, pink, red, orange, yellow, lime, green, teal and cyan.

Example

model:
  enum:
    status:
      ordered:
        value: 1
        color: blue
      charged:
        value: 2
        color: pink
      delivered:
        value: 3
        color: green

It will then be displayed with a colored badge for easy identification.

colored_enum

Decorator

In model.decorator, you can define simple decorations such as comma-separated numbers and units.

Example

In the following example, the price field indicates a comma-separated number and "$" as the unit of measure in the front, and the weight field indicates "Kg" in the back.

model:
  decorator:
    price:
      prepend: $
      digit: true
    weight:
      append: Kg

Price indicated as comma-separated and with units.

decorator

ActiveStorage

Infold supports ActiveStorage. If you want to store files such as images or PDFs, define them in the model. active_storage.

As a prerequisite, ActiveStorage must installed in the project.

Example

In the following example, define the use of ActiveStorage with the name photo and select "image" as kind (for PDF, etc., select "file" as kind).

model:
  active_storage:
    photo:
      kind: image

Then images stored in ActiveStorage can be displayed.

active_storage_image

Association

Infold supports an association with other models such as has_many and belongs_to. By defining model.association, it is possible to bulk register and reference, related models.

belongs_to

For example, the relation purchase belongs_to customer is defined as follows:

model:
  association:
    customer:
      kind: belongs_to

Naming field

In the case of belongs_to, the field representing the record name of the referenced parent model, if any, is defined in name_filed.
The customer.name associated with the customer_id is displayed. The customer is also displayed as a link, which can be clicked to view the details of the customer.

model:
  association:
    customer:
      kind: belongs_to
      name_field: name

belongs_to

has_many, has_one

For example, the relation order has_many order_details is defined as follows:

model:
  association:
    order_details:
      kind: has_many
      dependent: destroy

The app.show.fields settings described below will enable batch registration and referencing of has_many.

Batch reference in detail view

has_many_show

Advanced configuration of the referenced model in has_many.

For example, in a has_many association, such as order and order details, you may want to register multiple order details at once when registering order. In this case, by defining the model in the association model, Validation, Enum, etc., can be defined in the same way as above.

Example

In the example below, there is a has_many order_details association. For this order_details, define a required validation for the product_id field, and a decorator for the amount field. It also defines an association.belongs_to for the product with which the order_detail is associated with.

model:
  association:
    order_details:
      kind: has_many
      model:
        validate:
          product: presence
        decorator:
          amount:
            digit: true
        association:
          product:
            kind: belongs_to
            name_field: title

Bulk Registration Form

In the following example, multiple lines of OrderDetails can be registered at once.
You can add rows from the ADD button and delete records with the trash icon.

has_many_form

View Customization

Index (list) view

Search conditions

In app.index.conditions, you can define search condition for the resource. The condition specifies sign and form_kind.

sign can be specified as follows:

  • eq (equal)
  • lteq (less than equal)
  • gteq (gather than equal)
  • full_like (like %...%)
  • start_with (like ...%)
  • any (Used to specify multiple elements of Enum with "or")

form_kind can be specified as follows:

  • text
  • number (input type="number")
  • select
  • switch (Used with the boolean type)
  • association_search (For association columns in belongs_to, association_search allows you to search and specify the related tables from the child screen.)

Example

For example, equal search for id, association search for customer_id, and multiple checkboxes for status are defined as follows:

app:
  index:
    conditions:
      - id:
          sign: eq
      - customer_id:
          sign: eq
          form_kind: association_search
      - status:
          sign: any
          form_kind: checkbox

index_condition

List

In app.index.list, you can define which items are displayed in the list and the default sort order (you can change the sort order by clicking on the header cell of the list).
If you specify an association name in the list field, the name_field of the associated destination will be displayed in link format.

Example

app:
  index:
    list:
      fields:
        - id
        - customer
        - status
        - total_price
        - delivered_at
      default_order:
        field: id
        kind: desc

index_view

CSV output

Infold also allows CSV output of search results. Define the target columns in app.index.csv.fields. If empty, all fields will be output.

Example

app:
  index:
    csv:
      fields:
        - id
        - title
        - price
        - created_at
        - updated_at

Show (detail) view

In app.show.fields, you can specify the fields and the order in which they are displayed on the detail screen.
If you include has_many / has_one associations in the field, you can also specify fields for the associated destination model.

Example

  • The following example shows fields such as id and status to be displayed.
  • It also displays the customer.name_field by including the customer in the belongs_to association.
  • In addition, the has_many association order_details is included. The product, amount and unit_price of this order_details are specified as the display field. yaml app: show: fields: - id - customer - status - order_details: fields: - product - amount - unit_price - created_at

has_many_show

Form (Registration and Edit) view

In app.form.fields, you can define fields for registration and update forms.

Specify the form type from kind, kind can be specified as follows:

  • text (default)
  • number (input type="number")
  • email (input type="email")
  • password (input type="password")
  • text_area
  • radio
  • select
  • switch (boolean)
  • file (defined in ActiveStorage)
  • association_search (For association columns in belongs_to, association_search allows you to search and specify the related tables from the child screen.)

If has_many/has_one of association is specified in the field, batch registration of related models is enabled.

Example

  • Able to search and specify the related customer from a child screen (related to order belongs_to customer)
  • The status allows radio button selection of Enum elements
  • The decorator's append($) set to total_price is displayed on the form
  • Enable batch registration of related data, including order_details, which are related to has_many.
    • Display product_id, amount, unit_price from related order_details on the form
    • In relation to order_detail belongs_to product, the related product can be searched from the child screen.
    • ADD button to add rows. yaml app: form: fields: - customer: kind: association_search - status: kind: radio - total_price: kind: number - order_details: kind: association fields: - product_id: kind: association_search - amount - unit_price

form

Association search view

Fields related to belongs_to can be searched and selected from the child screens for data in the related model.

Note: Child screen should be defined in the caller's resource (YAML). For example, in the case of order belongs_to customer, define the association_search in the YAML of the customer, not in the order.

The configuration is the same as for app.index. Define the necessary fields for conditions and list.

Example

  • Use name and email as search criteria
  • list id, name and email. yaml app: association_search: conditions: - name: sign: full_like - email: sign: start_with list: fields: - id - name - email If a customer is defined as kind=association_search on the Order form, the customer can be searched and selected from the child screens.

association_search

Dependencies

Infold is built with other open source projects:

TOOL DESCRIPTION
tabler HTML Dashboard UI Kit built on Bootstrap
devise Flexible authentication solution for Rails with Warden.
kaminari Clean, powerful, customizable and sophisticated paginator
enum_help Help ActiveRecord::Enum feature to work fine with I18n
view_component A framework for building reusable, testable & encapsulated view components
active_decorator A simple and Rubyish view helper for Rails
haml-rails A templating engine for HTML

License

The gem is available as open source under the terms of the MIT License.