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A referencebrowser implementation for Archetypes

Project description

Introduction
************

This is an implementation of referencebrowser widget. It
provides a widget used for Archetypes reference-fields. The widget can
be used on its own or as a dropin replacement of the ATReferenceBrowserWidget
in Plone 3 and is included in Plone >= 4.
Unlike the ATReferenceBrowserWidget, archetypes.refencebrowserwidget uses
an overlay instead of a popup to display the referencebrowser.

Versions
========

Version 1 of the product is a classical popup and works with Plone 3 and 4.
Version 2 of the product displays the browser as a jQuery overlay. Currently
it is only tested with Plone 4.

Change history
**************

Changelog
=========

2.4.9 (2011-12-08)
------------------

- updated query to take allowed_types into account
[hpeteragitator]
- fixed form submission issue in ie #11984
[tom_gross]

2.4.8 (2011-11-23)
------------------

- Completed MANIFEST.in
[tom_gross]

2.4.7 (2011-11-23)
------------------

- Added MANIFEST.in
[tom_gross]

2.4.6 (2011-11-23)
------------------

- Fixed release
[tom_gross]


2.4.5 (2011-11-23)
------------------

- Fixed tests for plone.uuid >= 1.0.2
[tom_gross]


2.4.4 (2011-08-19)
------------------

- Fix: text searches should search outside navigation root
[gotcha]

2.4.3 (2011-07-04)
------------------

- Use label tags for selectable items.
[esteele]

- Fix: text search searches from navigation root.
[thomasdesvenain]

- moved checkPermission from widget template to helper
[tom_gross]

- Fix referencebrowser.js error when using allow_sorting = 1
[toutpt]

2.4.2 (2011-06-02)
------------------

- Fix: overlay is not closed at item selection when field is multivalued.
[thomasdesvenain]

- Fix undefined variable checkPermission 
[kiorky]

- Fix error in refbrowser_moveReferenceDown and refbrowser_moveReferenceUp
which caused page reloads when a referenced item was moved twice.
Refs http://dev.plone.org/plone/ticket/11859
[cewing]

- Fix errors in sorting scripts which caused failure to detect items at head
or tail of list of referenced items. Refs
http://dev.plone.org/plone/ticket/11859
[cewing]


2.4.1 (2011-05-12)
------------------

- Add js hack to move overlay div to be a direct child of body to avoid
IE7 z-index bug. Fixes http://dev.plone.org/plone/ticket/11465.
[smcmahon]

2.4 (2011-04-11)
----------------

- Fix regression in UID lookup in cases where plone.uuid is present, but not
used for Archetypes content (such as with plone.app.discussion 1.0 on Plone
4.0)
[davisagli]

2.3 (2011-04-01)
----------------

- Fixed: widget did not work when search was disallowed.
[thomasdesvenain]

2.2 (2011-02-25)
----------------

- Fixed `getStartupDirectory` method if a `startup_directory_method` was
defined, which cannot be traversed to.
[hannosch]

- check the references in the overlay that are checked in the widget
when the overlay is constructed or refreshed.
[csenger]

- Don't disable checkboxes in overlay when an item is selected.
Remove the item from the value list when it is unchecked in
the value list. fixes http://dev.plone.org/plone/ticket/10786
[csenger]

2.1 (2011-01-03)
----------------

- Don't issue deprecation-warnings on Zope 2.13
[tom_gross]

- Fixed title display for images with preview
http://dev.plone.org/plone/ticket/11290
[tom_gross]

- Fixed: do not return results that are outside of startup directory
if browse is restricted to it.
[thomasdesvenain]

- Qualify input tag id to avoid name-clashing. Fixes
http://dev.plone.org/plone/ticket/11325.
[malthe]

- Made sure to always quote ``at_url`` when forwarding it in the templates.
[deo]

- Use URL quoting of ``at_url`` everywhere and quote in Python code not in
templates. Fixes http://dev.plone.org/plone/ticket/11297
[tom_gross]

- Cleaned breadcrumb code Fixes http://dev.plone.org/plone/ticket/11289
[tom_gross]

2.0 (2010-09-06)
----------------

- Fixed i18n of "You are here:".
[vincentfretin]

- Set a minimum version for jquerytools, to avoid this problem #10939
[do3cc]

- Encode search-URL. Fixes http://dev.plone.org/plone/ticket/10942
[tom_gross]

2.0rc2 (2010-07-29)
-------------------

- Make sure the popup can be closed by the same ways as other popups in Plone
4. Fixes http://dev.plone.org/plone/ticket/10773
[davisagli]

- Fixed bug: pop-up didn't render id of file with empty title because of
improper use of TALES Path expression. Now uses browser method instead.
[kleist]

2.0rc1 (2010-07-12)
-------------------

- Fixed link rebinding of pagination links (thanks Mustapha Benali!)
[tom_gross]

2.0b4 (2010-06-02)
------------------

- Fixed display of title (introduced in 2.0b3)

2.0b3 (2010-06-02)
------------------

- Use getOverlay() instead of the deprecated getContent()
Closes http://dev.plone.org/plone/ticket/10548
[esteele]

- Use content icons from sprite
Closes http://dev.plone.org/plone/ticket/10543
[tom_gross]

2.0b2 (2010-04-23)
------------------

- Adding missing return falses to prevent page reloads on reordering
[cah190,esteele]

- Mark already related objects visually in referencebrowser
[tom_gross]

- Only show sorting arrows on adding, if field is really sortable
[tom_gross]

- use Python doctest instead of zope.testing.doctest
[tom_gross]

2.0b1 (2010-04-08)
------------------

- Updated package description
[tom_gross]

- Merged javascript files to one, which is included only with the widget
[tom_gross]


Detailed Documentation
**********************

Introduction
============

The archetypes.referencebrowserwidget is a Plone/Archetype-widget for relation-
fields. It adds a new reference widget that allows you to search or browse the
portal when creating references. It can be used as a dropin-replacement for
the default ATReferenceBrowserWidget or as a standalone widget.

To install it as a replacement just install the product via the quickinstaller.
For using it as a standalone widget see the demotype in demo.py.
The widget tries to be ui-compatible with its predecessor
ATReferenceBrowserWidget. You can use the same properties as for the standard
ReferenceField and for the ATReferenceBrowserWidget.

When you use this widget, there are two buttons presented for each widget. One
that opens a popup-window that let's you do the search/browsing and one that
let's you clear the reference or selected references (will be in effect after
the form's Save).

The popop window basically consists of two parts. The top half is a search form
and the bottom half is the browser/search results part. Both parts can be
turned off or on using the widget's properties.

The search part has additional configuration in the widget
(see properties below).

The widget supports:

* catalog-only query of popup-contents. This is massive! permformance
win compared with ATReferenceBrowserWidget. Try accessing a folder
with 10k+ objects with both widgets.

* generic referencefield implementation via adapter. OOTB it supports
Archetypes.ReferenceField and plonerelations.ATField.

* overwrite the popup-template via namedtemplate-implementation

* resizeable popup via simple properties

* a good unittest and integrationtest coverage

Properties
==========

The popup window can be configured using the following widget properties:


* default_search_index: when a user searches in the popup, this index is
used by default. It points to "SearchableText" by default.

* show_indexes: in the popup, when set to True, a drop-down list is shown
with the index to be used for searching. If set to False,
default_search_index will be used.

* size: in case of single-select widget, the default is set to 30. In case
of multi-select, default is 8.

* available_indexes: optional dictionary that lists all the indexes that
can be used for searching. Format: {'<catalog index>':'<friendly name'>,
... } The friendly name is what the end-users sees to make the indexes more
sensible for him. If you do not use this property then all the indexes will be
shown (I think nobody should allow this to happen!).

* allow_search: shows the search section in the popup

* allow_sorting: allows you change the order of referenced objects
(requires multiValued=1)

* allow_browse: shows the browse section in the popup

* search_catalog: Catalog to use. Defaults to: portal_catalog

* startup_directory: directory where the popup opens. Optional. When
omitted, the current folder is used or in the case where a property
refwidget_startupdirectories under site_properties is found it is
searched for a startup_directory.

Property is a lines field having the following
format::

path1:path2

path1 is the path where all widgets being under it set startup_directory
to path2 if no startup_directory is set.

* startup_directory_method: the name of a method or variable that, if
available at the instance, will be used to obtain the path of the
startup directory. If present, 'startup_directory' will be ignored.

* restrict_browsing_to_startup_directory: allows you to restrict the
breadcrumbs ('allow_browse' property) to contents inside the
'startup_directory' only. So you are not able to walk up in the hierarchy.
(default: 0 = disabled)

* image_portal_types: specify a list of image portal_types. Instances of
these portal types are being previewed within the popup widget

* image_method: specifies the name of a method that is added to the image
URL to preview the image in a particular resolution (e.g. 'mini' for
thumbnails)

* show_review_state: allows you to display the workflow state for objects
(off by default)

* show_path: display the relative path (relative to the portal object) of
referenced objects

* only_for_review_states: items are only referencable if their workflow
state matches the ones
a specified (default: None = no filtering by workflow state)

* history_length: enable a history feature that show the paths of the last
N visited folders (default : 0 = no history)

* force_close_on_insert: closes the popup when the user choses insert. This
overrides the behavior in multiselect mode.

* base_query: defines query terms that will apply to all searches, mainly
useful to create specific restrictions when allow_browse=0. Can be
either a dictonary with query parameters, or the name of a method or
callable available in cotext that will return such a dictionary.

* hide_inaccessible: don't show inaccessible objects (no permission) in view
mode.

* show_results_without_query: Don't ignore empty queries, but display results.

* popup_width: Width of popup-window in pixel. Defaults to: 500

* popup_height: height of popup-window in pixel. Defaults to: 550

* popup_name: Name of template to be used for popup. To use another template
you have to register a named adapter for this template. Like:

<zope:adapter
for="Products.Five.BrowserView"
factory=".view.default_popup_template"
name="popup"
provides="zope.formlib.namedtemplate.INamedTemplate"
/>

See default implementation and unittests for examples.

Design notes
============

This notes were taken from the original ATReferenceBrowserWidget. Since I
didn't changed the ui, they are still valid (I think!?).

Both the templates (widget and popup) are prototypes. There are still some
inline styles, especially in the popup because I didn't want to tweak with
plone's css stuff and I didn't want to do hacking and tricking to incorporate
a stylesheet myself.So, that's still a point of interest.

Furthermore I made some design decisions. Right now, in the popup window, all
objects are shown (when browsing) and objects that may be referenced to are
bold and the other objects are greyed out. I chose to show the
non-referenceable objects too because they may be an important part of the
context that help the user search for the desired objects to browse to.
Another thing that I chose for is that in case of a multi-value widget, the
popup remains open so that you can continue to add references without having to
reopen the popup over and over again. Problem is that you have to close the
window yourself. This may change if it turns out to be an annoyance.

A thing that is more related to forms in general is that the items in the
multiselect listbox need to be selected before Save is clicked otherwise only
the selected items are submitted. That kinda sucks usability-wise because now
the user basically has to make two selections: first by choosing the items in
the popup and secondly by selecting them again in the listbox. Right now I made
it so that the items are selected by default but if the user starts clicking in
the list, then there might be an issue. Btw, the inandout widget has the same
problem. Best would be to select all the items in a script just before the
form is submitted so that the complete list is submitted. But that requires
changes in the base_edit form I think. But it's something to think about since
there are now already two widgets that needs to be prepared like this (inandout
and this one, haven't looked at picklist though, could have the same problem).

Anyway, have fun with it and if you have suggestions please let me know. If you
see problems, please fix them when you can.

Contributors
************

- Tom Gross, itconsense@gmail.com Author
- Danny Bloemendaal, some portions of code taken from the
ATReferenceBrowserWidget implementation
- Alexander Limi, limi@plone.org for improved UI
- Carsten Senger, senger@rehfisch.de, improve usability
- Mathieu Le Marec - Pasquet, template fix
- Peter Holzer, hpeter@agitator.com - query update/fix
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********

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