Add forms for user enterable search criteria to collections.
Project description
This package extends the Products.ATContentTypes.criteria types to create search forms. Specifically, any criterion fields which are selected in each criterion’s “Form Fields” will be rendered on the search form. The values set on the criteria edit form become the default values on the search form. Search terms submitted through the search form supplement any criteria not on the search form. IOW, criteria not appearing on the form become the base query built into the search form.
A new “Search Form” display layout is provided that renders the search form and the collection body text but no results. The search form on this layout will display results using the layout specified in the “Form Results Layout” field of the collection’s edit form.
The search form can also be rendered in a search form portlet based on plone.portlet.collection. The portlet will not render on the search form view or the criteria edit form but otherwise will render the search form for the designated collection according to the portlet settings.
Thus the collection can use either the search form or a results listing as the display layout. Users can initiate searches using either the form or the portlet. The portlet also reflects any submitted search terms and thus provides a convenient way for users to refine their searches.
Multiple sort criteria can also be added that will render user selectable sort links on the batch macro. See collective/formcriteria/criteria/sort.rst for more details.
A CSV export action is also provided which provides a link to users allowing them to download the collections results, subject to the user’s query in the CSV format. This allows collections to be used, for example, in conjunction with spreadsheet software for ad-hoc reporting or limited export to other systems.
A folder contents table display layout is also included. This layout is not yet fully functional but provides the basis for some very rich site admin functionality.
WARNING: Uninstall
Uninstalling this product after having added any collections or adding criteria to any collections, even ones added before install, is untested and may leave your collections broken.
Form Criteria
Start with some content for search results.
>>> from plone.app import testing >>> from Products.CMFCore.utils import getToolByName >>> portal = layer['portal'] >>> membership = getToolByName(portal, 'portal_membership') >>> folder = membership.getHomeFolder(testing.TEST_USER_ID) >>> testing.login(portal, testing.TEST_USER_NAME) >>> folder['bar-document-title'] <ATDocument at /plone/Members/test_user_1_/bar-document-title> >>> folder['baz-event-title'] <ATEvent at /plone/Members/test_user_1_/baz-event-title>
Open a browser and log in as a normal user.
>>> from plone.testing import z2 >>> browser = z2.Browser(layer['app']) >>> browser.handleErrors = False >>> browser.open(portal.absolute_url()) >>> browser.getLink('Log in').click() >>> browser.getControl('Login Name').value = testing.TEST_USER_NAME >>> browser.getControl( ... 'Password').value = testing.TEST_USER_PASSWORD >>> browser.getControl('Log in').click()
Add and publish a collection.
>>> browser.open(folder.absolute_url()) >>> browser.getLink('Collection').click() >>> browser.getControl('Title').value = 'Foo Topic Title' >>> browser.getControl('Save').click() >>> print browser.contents <... ...Changes saved... >>> foo_topic = folder['foo-topic-title']>>> browser.getLink('Submit').click() >>> print browser.contents <... ...Item state changed...>>> z2.login(portal.getPhysicalRoot().acl_users, testing.SITE_OWNER_NAME) >>> layer['portal'].portal_workflow.doActionFor(foo_topic, 'publish') >>> testing.login(portal, testing.TEST_USER_NAME)>>> import transaction >>> transaction.commit()
Change the display layout of the collection to the “Search Form”.
>>> browser.getLink('Search Form').click() >>> print browser.contents <... ...View changed...
Login as a user that can manage portlets.
>>> owner_browser = z2.Browser(layer['app']) >>> owner_browser.handleErrors = False >>> owner_browser.open(portal.absolute_url()) >>> owner_browser.getLink('Log in').click() >>> owner_browser.getControl( ... 'Login Name').value = testing.SITE_OWNER_NAME >>> owner_browser.getControl( ... 'Password').value = testing.TEST_USER_PASSWORD >>> owner_browser.getControl('Log in').click()
Add the search form portlet for this collection to the folder.
>>> owner_browser.open(folder.absolute_url()) >>> owner_browser.getLink('Manage portlets').click() >>> owner_browser.getControl( ... 'Search form portlet', index=1).selected = True >>> owner_browser.getForm(index=3).submit() # manually w/o JS >>> print owner_browser.contents <... ...Add Search Form Portlet...>>> header = owner_browser.getControl('Portlet header') >>> header.value = 'Foo Search Form Title' >>> foo_topic_path = '/'.join( ... ('',)+ foo_topic.getPhysicalPath()[ ... len(portal.getPhysicalPath()):]) >>> header.mech_form.new_control( ... type='checkbox', name="form.target_collection", ... attrs=dict(checked='checked', value=foo_topic_path)) >>> owner_browser.getControl('Save').click() >>> print owner_browser.contents <... ...Foo Search Form Title...
Go to the collection’s edit tab and set the “Form Results Layout” field.
>>> browser.getLink('Edit').click() >>> browser.getControl('Collection').selected = True >>> browser.getControl('Save').click() >>> print browser.contents <... ...Changes saved...
Go to the “Criteria” tab and add a criterion for the workflow state that won’t appear on the form. Then set the query term to return only published content.
>>> browser.getLink('Criteria').click() >>> form = browser.getForm(name='criteria_select') >>> form.getControl('State').selected = True >>> form.getControl( ... 'Select values from list', index=1).selected = True >>> form.getControl('Add criteria').click() >>> print browser.contents <... ...State... ...Select values from list...
Since the test browser doesn’t have JavaScript, test the discrimination of criteria types by index manually.
>>> foo_topic.allowedCriteriaForField('review_state') ['FormSelectionCriterion', 'FormCheckboxCriterion', 'FormPulldownCriterion', 'FormSimpleStringCriterion', 'FormListCriterion', 'FormCommaCriterion', 'FormSortCriterion', 'FormContextCriterion'] >>> foo_topic.allowedCriteriaForField( ... 'review_state', display_list=True) <DisplayList [('FormSelectionCriterion', 'Select values from list'), ('FormCheckboxCriterion', 'Check values'), ('FormPulldownCriterion', 'Select one value'), ('FormSimpleStringCriterion', 'Text'), ('FormListCriterion', 'List of values'), ('FormCommaCriterion', 'Enter comma separated values'), ('FormSortCriterion', 'Sort results'), ('FormContextCriterion', 'Values will be taken from the context')] at ...>
Set the query term and save.
>>> form = browser.getForm(action="criterion_edit_form", index=0) >>> form.getControl('published').selected = True >>> form.getControl('Save').click() >>> print browser.contents <... ...Changes saved...
Open another browser as an anonymous user.
>>> anon_browser = z2.Browser(layer['app']) >>> anon_browser.handleErrors = False
Before the topic has any form criteria, the search form is not present.
>>> anon_browser.open(foo_topic.absolute_url()+'/atct_topic_view') >>> anon_browser.getForm(name="formcriteria_search") Traceback (most recent call last): LookupError
Add a simple string criterion for the SearchableText index on the criteria tab.
>>> form = browser.getForm(name='criteria_select') >>> form.getControl('Search Text').selected = True >>> form.getControl(name="criterion_type").getControl( ... 'Text', index=1).selected = True >>> form.getControl('Add criteria').click() >>> print browser.contents <... ...Search Text... ...A simple string criterion...
Select the criterion’s ‘value’ field as a form field so it will appear on the search form.
>>> browser.getControl( ... name='crit__SearchableText_FormSimpleStringCriterion' ... '_formFields:list').getControl('Value').selected = True
Set a default search term.
>>> browser.getControl( ... name="crit__SearchableText_FormSimpleStringCriterion" ... "_value").value = 'bar' >>> browser.getControl(name="form.button.Save").click() >>> print browser.contents <... ...Changes saved...
If no form value have been submitted, such as on a fresh load of the topic view, the default term will be used in the query returning only one of the content objects.
>>> len(foo_topic.queryCatalog()) 1>>> anon_browser.open(foo_topic.absolute_url()+'/atct_topic_view') >>> anon_browser.getLink('Bar Document Title') <Link text='...Bar Document Title' url='http://nohost/plone/Members/test_user_1_/bar-document-title'> >>> anon_browser.getLink('Baz Event Title') Traceback (most recent call last): LinkNotFoundError
Now that a form criterion has been added, the search form is rendered.
>>> anon_browser.open(foo_topic.absolute_url()) >>> form = anon_browser.getForm(name="formcriteria_search") >>> 'formcriteria-portlet.css' in anon_browser.contents True
Criterion fields that haven’t been selected in “Form Fields” don’t appear on the search form.
>>> form.getControl( ... name='form_crit__SearchableText_FormSimpleStringCriterion' ... '_formFields:list') Traceback (most recent call last): LookupError: name 'form_crit__SearchableText_FormSimpleStringCriterion_formFields:list'
The label for the criterion corresponds to the form element for the first criterion field.
>>> ctl = form.getControl('Search Text')
Enter a search term and submit the query. The topic will now list the other content object.
>>> ctl.value = 'baz' >>> form.getControl(name='submit').click() >>> anon_browser.getLink('Bar Document Title') Traceback (most recent call last): LinkNotFoundError >>> anon_browser.getLink('Baz Event Title') <Link text='...Baz Event Title' url='http://nohost/plone/Members/test_user_1_/baz-event-title'>
Since the search form has been submitted, the results are rendered on the layout specified by the “Form Results Layout”.
>>> anon_browser.url.startswith( ... 'http://nohost/plone/Members/test_user_1_/foo-topic-title' ... '/atct_topic_view') True
The search form portlet also reflects the search term submitted rather than the default value submitted on the criteria tab.
>>> form = anon_browser.getForm(name="formcriteria_search") >>> ctl = form.getControl('Search Text') >>> ctl.value 'baz'
If the search form is submitted from this page, the results are still rendered on the same view.
>>> ctl.value = 'bar' >>> form.getControl(name='submit').click() >>> anon_browser.url.startswith( ... 'http://nohost/plone/Members/test_user_1_/foo-topic-title' ... '/atct_topic_view') True
Values are also ignored if submitted for criteria fields which are not listed in “Form Fields”.
>>> crit = foo_topic.getCriterion( ... 'SearchableText_FormSimpleStringCriterion') >>> crit.setFormFields([]) >>> transaction.commit()>>> anon_browser.open( ... foo_topic.absolute_url()+'/atct_topic_view' ... '?form_crit__SearchableText_FormSimpleStringCriterion' ... '_value=baz') >>> anon_browser.getLink('Bar Document Title') <Link text='...Bar Document Title' url='http://nohost/plone/Members/test_user_1_/bar-document-title'> >>> anon_browser.getLink('Baz Event Title') Traceback (most recent call last): LinkNotFoundError>>> crit.setFormFields(['value'])>>> import transaction >>> transaction.commit()
The search form handles index query parsing errors gracefully displaying a message to the user.
>>> anon_browser.open(foo_topic.absolute_url()) >>> form = anon_browser.getForm(name="formcriteria_search") >>> ctl = form.getControl('Search Text') >>> ctl.value = 'bar (baz)' >>> form.getControl(name='submit').click() >>> print anon_browser.contents <...There are currently no results for this search... >>> anon_browser.getLink('Bar Document Title') Traceback (most recent call last): LinkNotFoundError >>> anon_browser.getLink('Baz Event Title') Traceback (most recent call last): LinkNotFoundError
The search form portlet successfully renders when viewed on a context other than the portlet.
>>> anon_browser.open(folder.absolute_url()) >>> form = anon_browser.getForm(name="formcriteria_search")
Ensure that collective.formcriteria doesn’t break existing ATTopic instances such as those created by default in a Plone site.
>>> owner_browser.open(portal.news.absolute_url()) >>> print owner_browser.contents <... ...Site News... ...There are currently no items in this folder...>>> owner_browser.getLink('Edit').click() >>> print owner_browser.contents <... ... Search terms ...
Make sure none of the collective.formcriteria extensions interfere with existing ATTopic instances.
>>> browser.open(portal.events.aggregator.absolute_url())
All criteria can also be created using poral_types.constructContent.
>>> z2.login(portal.getPhysicalRoot().acl_users, testing.SITE_OWNER_NAME) >>> foo_topic.deleteCriterion( ... 'crit__SearchableText_FormSimpleStringCriterion') >>> foo_topic.deleteCriterion( ... 'crit__review_state_FormSelectionCriterion') >>> seen = set() >>> topic_indexes = portal.portal_atct.topic_indexes >>> for field, index in sorted(topic_indexes.iteritems()): ... for criterion in index.criteria: ... if criterion in seen or criterion.startswith('AT'): ... continue ... portal.portal_types.constructContent( ... criterion, foo_topic, ... id='crit__%s_%s' % (field, criterion)) ... seen.add(criterion) 'crit__Creator_FormSelectionCriterion' 'crit__Creator_FormCheckboxCriterion' 'crit__Creator_FormPulldownCriterion' 'crit__Creator_FormSimpleStringCriterion' 'crit__Creator_FormListCriterion' 'crit__Creator_FormCommaCriterion' 'crit__Creator_FormSortCriterion' 'crit__Creator_FormContextCriterion' 'crit__Date_FormDateCriterion' 'crit__Date_FormDateRangeCriterion' 'crit__Type_FormPortalTypeCriterion' 'crit__Type_FormPortalTypeCheckboxCriterion' 'crit__Type_FormPortalTypePulldownCriterion'... 'crit__path_FormPathCriterion' 'crit__path_FormRelativePathCriterion'
Installing
The ‘default’ profile is used when installing collective.formcriteria through the Plone Add-ons control panel
>>> portal.portal_quickinstaller.uninstallProducts(['collective.formcriteria']) >>> print portal.portal_quickinstaller.installProducts(['collective.formcriteria']) Installed Products ==================== collective.formcriteria:ok: >>> portal.portal_quickinstaller.getInstallProfiles( ... 'collective.formcriteria')[0] u'collective.formcriteria:default'
Sorting
Two kinds of sort criteria are supported. Multiple fixed sort criteria can be defined allowing the user to select from among them using links on the batch macro. One form sort criterion can be added per collection to allows the user to specify a sort on the sort form. If both are used, and the user has both submitted a sort from the form and selected a sort from the batch links, the latter criterion in the list of criteria takes effect.
Form sort criteria are not yet implemented.
Fixed Sort Criteria
Set the item count to 1 so that batches will only have one item.
>>> from Products.CMFCore.utils import getToolByName >>> portal = layer['portal'] >>> membership = getToolByName(portal, 'portal_membership')>>> from plone.app import testing >>> folder = membership.getHomeFolder(testing.TEST_USER_ID) >>> foo_topic = folder['foo-topic-title'] >>> foo_topic.setItemCount(1)>>> import transaction >>> transaction.commit()
Open a browser and log in as a normal user.
>>> from plone.testing import z2 >>> from plone.app import testing >>> portal = layer['portal'] >>> browser = z2.Browser(layer['app']) >>> browser.handleErrors = False >>> browser.open(portal.absolute_url()) >>> browser.getLink('Log in').click() >>> browser.getControl('Login Name').value = testing.TEST_USER_NAME >>> browser.getControl( ... 'Password').value = testing.TEST_USER_PASSWORD >>> browser.getControl('Log in').click()
Load the criteria edit form of a collection.
>>> browser.open(foo_topic.absolute_url()) >>> browser.getLink('Criteria').click()
The sort selection form has been removed from the criteria tab.
>>> browser.getForm(action="criterion_edit_form", index=1) Traceback (most recent call last): IndexError: list index out of range
Instead, multiple sort criteria can be added to a collection using the normal criterion add form on the criteria tab.
>>> form = browser.getForm(name="criteria_select") >>> form.getControl('Relevance').selected = True >>> form.getControl('Sort results').selected = True >>> form.getControl('Add criteria').click() >>> print browser.contents <... ...Added criterion FormSortCriterion for field unsorted...
Add another sort criterion for the Date field reversed.
>>> form = browser.getForm(name="criteria_select") >>> form.getControl('Effective Date').selected = True >>> form.getControl('Sort results').selected = True >>> form.getControl('Add criteria').click() >>> print browser.contents <... ...Added criterion FormSortCriterion for field effective...
Change the display layout of the collection to the “Search Form” then submit a search criteria to test that the sort links preserve search criteria.
>>> foo_topic.setLayout('criteria_form') >>> foo_topic.addCriterion( ... 'SearchableText','FormSimpleStringCriterion' ... ).setFormFields(['value'])>>> import transaction >>> transaction.commit()>>> browser.getLink('View').click() >>> form = browser.getForm(name="formcriteria_search") >>> form.getControl('Search Text').value = 'blah' >>> form.getControl(name='submit').click()
When the batch macro is rendered on a collection view, such as one of the listings, it includes links to the different possible sorts in order. By default, the first sort criteria is selected. The sort links also have id’s and CSS classes for styling support.
>>> print browser.contents <... Sort on: <span class="formcriteriaSortField selected">Relevance</span> <button...>Effective Date</button> ... >>> form = browser.getForm(name="navigation_form") >>> form.getControl( ... name="crit__unsorted_FormSortCriterion:boolean") Traceback (most recent call last): LookupError: name 'crit__unsorted_FormSortCriterion:boolean'
The results are listed in order of weight.
>>> browser.getLink('Baz Event Title') <Link text='...Baz Event Title' url='http://nohost/plone/Members/test_user_1_/baz-event-title'> >>> browser.getLink('Bar Document Title') Traceback (most recent call last): LinkNotFoundError
When a sort link is clicked, that sort will show as selected and results will be sorted according to the sort criteria.
>>> form = browser.getForm(name="navigation_form") >>> form.getControl( ... name="crit__effective_FormSortCriterion:boolean").click() >>> print browser.contents <... ...Sort on:... ...Relevance... ...Effective Date</span>... >>> form = browser.getForm(name="navigation_form") >>> form.getControl( ... name="crit__effective_FormSortCriterion:boolean") <Control name='crit__effective_FormSortCriterion:boolean' type='hidden'> >>> form = browser.getForm(name="navigation_form") >>> form.getControl( ... name="crit__unsorted_FormSortCriterion:boolean") <SubmitControl name='crit__unsorted_FormSortCriterion:boolean' type='submitbutton'>
The results reflect that the search query is preserved across the new sort selection.
>>> browser.getLink('Bar Document Title') <Link text='...Bar Document Title' url='http://nohost/plone/Members/test_user_1_/bar-document-title'> >>> browser.getLink('Baz Event Title') Traceback (most recent call last): LinkNotFoundError
If the next batch is selected the sort and search query are preserved.
>>> form = browser.getForm(name="navigation_form") >>> form.getControl(name="b_start", index=0).click() >>> browser.getLink('Bar Document Title') Traceback (most recent call last): LinkNotFoundError >>> browser.getLink('Baz Event Title') <Link text='...Baz Event Title' url='http://nohost/plone/Members/test_user_1_/baz-event-title'>
The batch macro will render the sort links even if there’s only one batch.
>>> foo_topic.setItemCount(0)>>> import transaction >>> transaction.commit()>>> browser.open(foo_topic.absolute_url()+'/atct_topic_view') >>> form = browser.getForm(name="navigation_form") >>> form.getControl( ... name="crit__effective_FormSortCriterion:boolean") <SubmitControl name='crit__effective_FormSortCriterion:boolean' type='submitbutton'>
Ensure that the extended sort criteria work inside previously created ATTopic instances.
>>> topic = folder['at-topic-title'] >>> topic.setSortCriterion('effective', True) >>> topic.queryCatalog()[0].getObject() <ATEvent at /plone/Members/test_user_1_/baz-event-title>
Grouped Listing
A variation on the default collection view is provided that lists items grouped by the sort used. This requires that the index used for sorting is also in the catalog metadata columns and this available on the catalog brains.
Sort by creator to that we get at least one group with multiple items.
>>> foo_topic.deleteCriterion('crit__unsorted_FormSortCriterion') >>> foo_topic.setSortCriterion('Creator', False)>>> import transaction >>> transaction.commit()
Select the layout.
>>> browser.open(foo_topic.absolute_url()) >>> browser.getLink('Grouped Listing').click() >>> print browser.contents <... ...View changed... >>> browser.getLink('Log out').click()
Now the items are grouped by the sort values.
>>> browser.open(foo_topic.absolute_url()) >>> print browser.contents <... ...<dl... ...<dt...bar_creator_id...</dt>... ...<dd... ...Baz Event Title... ...</dd... ...<dt...foo_creator_id...</dt>... ...<dd... ...Foo Event Title... ...Bar Document Title... ...</dd... ...</dl>...
The grouped listing layout requires a sort criterion to render and raises an error if one is not present.
>>> foo_topic.deleteCriterion('crit__Creator_ATSortCriterion')>>> import transaction >>> transaction.commit()>>> browser.open(foo_topic.absolute_url()) Traceback (most recent call last): AssertionError: ...
The batch macros still work for topics that have no sort criteria.
>>> foo_topic.setLayout('criteria_form')>>> import transaction >>> transaction.commit()>>> browser.open(foo_topic.absolute_url()) >>> form = browser.getForm(name="formcriteria_search") >>> form.getControl('Search Text').value = 'blah' >>> form.getControl(name='submit').click() >>> 'Sort on:' in browser.contents False
CSV Export
The data accessed in tabular form from collections is often exactly the data site admins want to export into other formats such as CSV. This package provides views for exporting the current query’s collection data into various formats. The CSV columns are taken from the collections ‘Table Columns’ field on the edit tab/form regardless of whether the table layout is used. The CSV export link is available as a document action like the print and send-to actions.
Change the columns and link columns.
>>> from plone.testing import z2 >>> from plone.app import testing >>> portal = layer['portal'] >>> z2.login(portal.getPhysicalRoot().acl_users, testing.SITE_OWNER_NAME)>>> from Products.CMFCore.utils import getToolByName >>> membership = getToolByName(portal, 'portal_membership') >>> folder = membership.getHomeFolder(testing.TEST_USER_ID) >>> foo_topic = folder['foo-topic-title'] >>> columns = foo_topic.columns >>> columns.manage_delObjects( ... ['ModificationDate-column', 'get_size-column', ... 'review_state-column']) >>> columns['getPath-column'].update(filter='') >>> columns['Title-column'].update(link=False, sort='') >>> desc_column = columns[columns.invokeFactory( ... type_name='TopicColumn', id='Description-column', ... link=True)] >>> foo_topic.manage_delObjects( ... ['crit__sortable_title_FormSortCriterion', ... 'crit__get_size_FormSortCriterion', ... 'crit__modified_FormSortCriterion', ... 'crit__review_state_FormSortCriterion']) >>> testing.logout()
Add some criteria to the collection.
>>> _ = foo_topic.addCriterion( ... 'path', 'FormRelativePathCriterion') >>> foo_topic.addCriterion( ... 'Type', 'FormSelectionCriterion' ... ).setValue(['Page', 'Event']) >>> foo_topic.getCriterion( ... 'SearchableText_FormSimpleStringCriterion' ... ).setFormFields(['value']) >>> _ = foo_topic.addCriterion( ... 'unsorted', 'FormSortCriterion') >>> _ = foo_topic.addCriterion( ... 'effective', 'FormSortCriterion')>>> import transaction >>> transaction.commit()
Open a browser and log in as a normal user.
>>> browser = z2.Browser(layer['app']) >>> browser.handleErrors = False >>> browser.open(portal.absolute_url()) >>> browser.getLink('Log in').click() >>> browser.getControl('Login Name').value = testing.TEST_USER_NAME >>> browser.getControl( ... 'Password').value = testing.TEST_USER_PASSWORD >>> browser.getControl('Log in').click()
The export link is now available. Download the raw, un-queried collection results.
>>> browser.open(foo_topic.absolute_url()) >>> export_link = browser.getLink('Export') >>> export_link.click() >>> browser.isHtml False >>> print browser.headers Status: 200 ... Content-Disposition: attachment... Content-Type: text/csv...
Since the testbrowser can’t handle file downloads, we’ll check the CSV output by calling the browser view directly.
>>> from zope import interface >>> from collective.formcriteria import interfaces >>> interface.alsoProvides(layer['request'], interfaces.IFormCriteriaLayer) >>> from collective.formcriteria.testing import export>>> print export(portal, foo_topic, layer['request'], export_link.url) Status: 200 OK... Content-Type: text/csv Content-Disposition: attachment;filename=foo-topic-title.csv URL,Title,Description http://nohost/plone/Members/test_user_1_/foo-event-title,Foo Event Title, http://nohost/plone/Members/test_user_1_/bar-document-title,Bar Document Title,blah http://nohost/plone/Members/test_user_1_/baz-event-title,Baz Event Title,blah blah >>> testing.logout()
Add the search form portlet.
>>> from zope import component >>> from plone.i18n.normalizer import ( ... interfaces as normalizer_ifaces) >>> from collective.formcriteria.portlet import portlet >>> testing.login(portal, testing.TEST_USER_NAME) >>> manager = foo_topic.restrictedTraverse( ... '++contextportlets++plone.rightcolumn') >>> site_path_len = len(portal.getPhysicalPath()) >>> assignment = portlet.Assignment( ... header='Foo Search Form Title', ... target_collection='/'.join( ... foo_topic.getPhysicalPath()[site_path_len:])) >>> name = component.getUtility( ... normalizer_ifaces.IIDNormalizer).normalize( ... assignment.title) >>> manager[name] = assignment >>> testing.logout()>>> import transaction >>> transaction.commit()
Submit a query. The exported CSV reflects the user submitted query and is sorted by relevance.
>>> browser.open(foo_topic.absolute_url()) >>> form = browser.getForm(name="formcriteria_search") >>> form.getControl('Search Text').value = 'blah' >>> form.getControl(name='submit').click()>>> export_link = browser.getLink('Export') >>> export_link.click() >>> browser.isHtml False >>> print browser.headers Status: 200... Content-Disposition: attachment;filename=foo-topic-title.csv Content-Length: ... Content-Type: text/csv... >>> print export(portal, foo_topic, layer['request'], export_link.url) URL,Title,Description http://nohost/plone/Members/test_user_1_/baz-event-title,Baz Event Title,blah blah http://nohost/plone/Members/test_user_1_/bar-document-title,Bar Document Title,blah
Select another sort, The exported CSV reflects the user selected sort and query.
>>> browser.open(foo_topic.absolute_url()) >>> form = browser.getForm(name="formcriteria_search") >>> form.getControl('Search Text').value = 'blah' >>> form.getControl(name='submit').click() >>> browser.getControl( ... name="crit__effective_FormSortCriterion:boolean").click()>>> export_link = browser.getLink('Export') >>> export_link.click() >>> browser.isHtml False >>> print export(portal, foo_topic, layer['request'], export_link.url) URL,Title,Description http://nohost/plone/Members/test_user_1_/bar-document-title,Bar Document Title,blah http://nohost/plone/Members/test_user_1_/baz-event-title,Baz Event Title,blah blah
It is also possible to change the CSV format by passing in request keys with a special ‘csv.fmtparam-’ prefix. These values are passed into Python’s csv.writer() factory as keyword arguments. For example, to use a tab character as a delimiter instead of “,”, add a ‘csv.fmtparam-delimiter’ key to the request.
>>> browser.open(foo_topic.absolute_url()) >>> export_url = browser.getLink('Export').url >>> browser.open(export_url + '&csv.fmtparam-delimiter=%09') >>> browser.isHtml False >>> print export(portal, foo_topic, layer['request'], ... export_url + '&csv.fmtparam-delimiter=%09') URL Title Description http://nohost/plone/Members/test_user_1_/foo-event-title Foo Event Title http://nohost/plone/Members/test_user_1_/bar-document-title Bar Document Title blah http://nohost/plone/Members/test_user_1_/baz-event-title Baz Event Title blah blah
It’s also possible to add a column for fields that don’t have corresponding catalog metadata. Be aware that using such columns can greatly affect performance as export requires looking up every object to retrieve the data.
>>> z2.login(portal.getPhysicalRoot().acl_users, testing.SITE_OWNER_NAME) >>> text_column = columns[columns.invokeFactory( ... type_name='TopicColumn', id='getText-column', ... title='Text', link=True)] >>> testing.logout()>>> import transaction >>> transaction.commit()>>> browser.open(export_url) >>> browser.isHtml False >>> print export(portal, foo_topic, layer['request'], export_url) URL,Title,Description,Text http://nohost/plone/Members/test_user_1_/foo-event-title,Foo Event Title,,<p>foo...</p> http://nohost/plone/Members/test_user_1_/bar-document-title,Bar Document Title,blah,<p>bar...</p> http://nohost/plone/Members/test_user_1_/baz-event-title,Baz Event Title,blah blah,
The export link isn’t available if there are no collection columns.
>>> z2.login(portal.getPhysicalRoot().acl_users, testing.SITE_OWNER_NAME) >>> foo_topic.manage_delObjects(['columns']) >>> testing.logout()>>> import transaction >>> transaction.commit()>>> browser.open(foo_topic.absolute_url()) >>> browser.getLink('Export') Traceback (most recent call last): LinkNotFoundError
Contents View
A version of the folder_contents can be used with collections where the columns are those specified in the collection’s “Table Columns” field. The buttons at the bottom of the folder contents view will then be applied to the selected items.
Any columns that are selected in the collection’s “Table Columns” field that are also selected in the “Table Column Links” field will be rendered as links. Note that it’s possible to select a link column that isn’t a table column which will have no effect.
Add a simple string criterion for the SearchableText index on the criteria tab. Set a default search term. Add a sort criteria for consistent ordering.
>>> from plone.app import testing >>> from Products.CMFCore.utils import getToolByName >>> portal = layer['portal'] >>> membership = getToolByName(portal, 'portal_membership') >>> folder = membership.getHomeFolder(testing.TEST_USER_ID) >>> foo_topic = folder['foo-topic-title'] >>> crit = foo_topic.getCriterion( ... 'SearchableText_FormSimpleStringCriterion') >>> crit.setValue('bar') >>> crit.setFormFields(['value']) >>> sort = foo_topic.addCriterion( ... 'getPhysicalPath', 'FormSortCriterion')>>> import transaction >>> transaction.commit()
Open a browser and log in as a user who can change the display layout for the topic.
>>> from plone.testing import z2 >>> browser = z2.Browser(layer['app']) >>> browser.handleErrors = False >>> browser.open(portal.absolute_url()) >>> browser.getLink('Log in').click() >>> browser.getControl('Login Name').value = testing.TEST_USER_NAME >>> browser.getControl( ... 'Password').value = testing.TEST_USER_PASSWORD >>> browser.getControl('Log in').click()
Change the topic’s display layout and the search form results layout to the contents view.
>>> browser.open(foo_topic.absolute_url()) >>> browser.getLink('Tabular Form').click() >>> print browser.contents <... ...View changed...
The view renders the contents form with the default columns.
>>> browser.getForm(name="folderContentsForm") <zope.testbrowser.browser.Form object at ...> >>> print browser.contents <... ...Title... ...Size... ...Modification Date... ...State...
The order column is not included since order is determined by the collection and is fixed.
>>> 'Order' in browser.contents False
The topic contents are listed in the contents table form and the titles are links to the item.
>>> print browser.contents <... ...Bar Document Title... ...2.9 kB... ...<span class="state-published">Published</span>... >>> from collective.formcriteria.testing import CONTENT_FIXTURE >>> now = CONTENT_FIXTURE.now >>> str(portal.restrictedTraverse('@@plone').toLocalizedTime(now) ... ) in browser.contents True>>> browser.getControl('Bar Document Title') <ItemControl name='paths:list' type='checkbox' optionValue='/plone/Members/test_user_1_/bar-document-title' selected=False> >>> browser.getLink('Bar Document Title') <Link text='Bar Document Title' url='http://nohost/plone/Members/test_user_1_/bar-document-title'>
The first sort criterion is the default sort.
>>> browser.getControl(name="sort_on").value 'sortable_title'
Select different collection columns and which columns link to the result item.
>>> z2.login(portal.getPhysicalRoot().acl_users, testing.SITE_OWNER_NAME) >>> columns = foo_topic.columns >>> columns.manage_delObjects( ... ['ModificationDate-column', 'get_size-column', ... 'review_state-column']) >>> columns['Title-column'].update(link=False) >>> desc_column = columns[columns.invokeFactory( ... type_name='TopicColumn', id='Description-column', ... link=True)] >>> effective_column = columns[columns.invokeFactory( ... type_name='TopicColumn', id='EffectiveDate-column', ... link=True)] >>> foo_topic.manage_delObjects( ... ['crit__get_size_FormSortCriterion', ... 'crit__get_size_FormSimpleIntCriterion', ... 'crit__modified_FormSortCriterion', ... 'crit__modified_FormDateCriterion', ... 'crit__review_state_FormSortCriterion', ... 'crit__review_state_FormSelectionCriterion']) >>> testing.logout()>>> import transaction >>> transaction.commit()
The view renders the contents form with the specified columns.
>>> browser.open(foo_topic.absolute_url()) >>> browser.getForm(name="folderContentsForm") <zope.testbrowser.browser.Form object at ...> >>> print browser.contents <... ...Description... ...Effective Date... ...Title... >>> 'Size' in browser.contents False >>> 'Modification Date' in browser.contents False >>> ' State ' in browser.contents False
The topic contents are also listed with the specified columns.
>>> print browser.contents <... ...Bar Document Title... ...blah... >>> '2.9 kB' in browser.contents False >>> now.ISO() in browser.contents False >>> '<span class="state-published">Published</span>' in browser.contents False
The link columns have also been changed.
>>> browser.getControl('Bar Document Title') <ItemControl name='paths:list' type='checkbox' optionValue='/plone/Members/test_user_1_/bar-document-title' selected=False> >>> browser.getLink('blah') <Link text='blah' url='http://nohost/plone/Members/test_user_1_/bar-document-title'> >>> browser.getLink((now-2).ISO()) <Link text='...' url='http://nohost/plone/Members/test_user_1_/bar-document-title'> >>> browser.getLink('Bar Document Title') Traceback (most recent call last): LinkNotFoundError
The item selection header row reflects the new number of columns.
>>> print browser.contents <... ...<thead>... ...<th colspan="4"... ...</thead>...
The KSS update table view also reflects the selected columns.
>>> browser.open( ... foo_topic.absolute_url()+'/foldercontents_update_table') >>> print browser.contents <... ...Description... ...Effective Date... ...Title... >>> 'Size' in browser.contents False >>> 'Modification Date' in browser.contents False >>> ' State ' in browser.contents False
Query Criteria
If the query criteria have been assigned to a specific column, the will be rendered in the filter table header row. Otherwise they will be rendered in the search form as usual.
Add the portlet.
>>> from zope import component >>> from plone.i18n.normalizer import ( ... interfaces as normalizer_ifaces) >>> from collective.formcriteria.portlet import portlet >>> testing.login(portal, testing.TEST_USER_NAME) >>> manager = foo_topic.restrictedTraverse( ... '++contextportlets++plone.rightcolumn') >>> site_path_len = len(portal.getPhysicalPath()) >>> assignment = portlet.Assignment( ... header='Foo Search Form Title', ... target_collection='/'.join( ... foo_topic.getPhysicalPath()[site_path_len:])) >>> name = component.getUtility( ... normalizer_ifaces.IIDNormalizer).normalize( ... assignment.title) >>> manager[name] = assignment >>> testing.logout()
If query criteria are configured for the table columns, a filter table head row will be rendered as a search form.
>>> foo_topic.setFormLayout('folder_contents')>>> import transaction >>> transaction.commit()>>> browser.open(foo_topic.absolute_url()) >>> contents_form = browser.getForm(name="folderContentsForm") >>> contents_form.getControl( ... name='form_crit__SearchableText_FormSimpleStringCriterion' ... '_value', index=0) <Control name='form_crit__SearchableText_FormSimpleStringCriterion_value' type='text'> >>> contents_form.getControl( ... name='form_crit__Title_FormSimpleStringCriterion_value', ... index=0) <Control name='form_crit__Title_FormSimpleStringCriterion_value' type='text'> >>> contents_form.getControl('Filter', index=0) <SubmitControl name='filter' type='submit'>
Since all query criteria are used in the table columns, no portlet search form is rendered.
>>> browser.getForm(name="formcriteria_search") Traceback (most recent call last): LookupError
The contents view reflects user criteria submitted through the contents form.
>>> contents_form.getControl( ... name='form_crit__SearchableText_FormSimpleStringCriterion' ... '_value', index=0).value = 'baz' >>> contents_form.getControl('Filter', index=0).click() >>> browser.getControl('Bar Document Title') Traceback (most recent call last): LookupError: label 'Bar Document Title' >>> browser.getControl('Baz Event Title') <ItemControl name='paths:list' type='checkbox' optionValue='/plone/Members/test_user_1_/baz-event-title' selected=False>
The filter collapsible doesn’t collapse when clicking on the search text box.
>>> import re >>> regexp = re.compile('http://.*?collapsiblesections.css') >>> regexp.search(browser.contents).group() 'http://nohost/plone/portal_css/Plone%20Default/collapsiblesections.css' >>> browser.open(portal.absolute_url() + '/collapsiblesections.css') >>> print browser.contents /*... #foldercontents-getPath-filter .collapsibleHeader { ...
The search form is rendered if query criteria are present which are not assigned to a column.
>>> z2.login(portal.getPhysicalRoot().acl_users, testing.SITE_OWNER_NAME) >>> columns['getPath-column'].update(filter='') >>> testing.logout()>>> import transaction >>> transaction.commit()>>> browser.open(foo_topic.absolute_url()) >>> portlet_form = browser.getForm(name="formcriteria_search")
The contents view also reflects user criteria submitted through the portlet form.
>>> portlet_form.getControl( ... name='form_crit__SearchableText_FormSimpleStringCriterion' ... '_value').value = 'baz' >>> portlet_form.getControl(name='submit').click() >>> browser.getControl('Bar Document Title') Traceback (most recent call last): LookupError: label 'Bar Document Title' >>> browser.getControl('Baz Event Title') <ItemControl name='paths:list' type='checkbox' optionValue='/plone/Members/test_user_1_/baz-event-title' selected=False>
If no query criteria are configured, the filter table head row will not be rendered.
>>> z2.login(portal.getPhysicalRoot().acl_users, testing.SITE_OWNER_NAME) >>> columns['Title-column'].update(filter='') >>> testing.logout()>>> import transaction >>> transaction.commit()>>> browser.open(foo_topic.absolute_url()) >>> print browser.contents <... <thead... <tr> <th class="nosort"...> </th> <th class="nosort sortColumn" id="foldercontents-sortable_title-column">   Title   </th> <th class="nosort noSortColumn" id="foldercontents-Description-column">   Description   </th> <th class="nosort noSortColumn" id="foldercontents-EffectiveDate-column">   Effective Date   </th> </tr> </thead... <tbody...
Cells that link to the item have just a link and no icon. If the special “Path” column is include, it will display an icon.
>>> print browser.contents <... <td class="notDraggable"> <input type="checkbox" class="noborder" name="paths:list" id="cb_-plone-Members-test_user_1_-bar-document-title" value="/plone/Members/test_user_1_/bar-document-title" alt="Select Bar Document Title" title="Select Bar Document Title" /> <input type="hidden" name="selected_obj_paths:list" value="/plone/Members/test_user_1_/bar-document-title" /> <label for="cb_-plone-Members-test_user_1_-bar-document-title"> <span class="contenttype-document"> ... </span> <span class="hiddenStructure">Bar Document Title</span> </label> </td> ... <span class="contenttype-document"> <a href="http://nohost/plone/Members/test_user_1_/bar-document-title"... blah </a> </span> ...
Changelog
2.1 (2016-08-05)
Added travis build script [bogdangi]
Fix issues with title and description inside form view and form criteria edit [bogdangi]
Added further Plone 4.3 compatibility [miohtama]
Use existing i18n message ID in form. [icemac]
2.0 - 2012-11-01
Plone 4.2 and 4.3 compatibility. [rossp]
Use localized format for DateTime column values. [rossp]
Add missing form criteria support for the recurse field of path criteria. [rossp]
Restrict some of the search form portlet support to the left and right column portlet managers on normal plone views, and additionally to the 4 dashboard portlet managers on the dashboard view for performance reasons. This means if you want to use the search form portlet in a manager for which these registrations don’t apply, you’ll have to use your own registration like the <browser:viewlet> registrations in collective/formcriteria/form/configure.zcml. [rossp]
Update chameleon compatibility to the new 2.x branch. [rossp]
Optimize and improve performancde. [rossp]
Various upstream template updates. [rossp, topherh]
Add remote URL support to folder_summary_view. [topherh]
Fix an issue with the permission protecting the Export action. [rossp]
Handle catalog index ParseErrors gracefully. Thanks to Larry Pitcher for the report. [rossp]
2.0b2 - 2011-01-13
Retrofit some Plone 3 compatibility. Plone 3 is un-supported in version 2+. The tests pass but the UI hasn’t been checked so YMMV. [rossp]
2.0b1 - 2011-01-11
Added a rudimentary UI for managing collection columns. [rossp]
2.0a4 - 2011-01-11
Restore the workflow menu which was missing from the topic folder_contents view. Thanks to Larry Pitcher for the report. [rossp]
2.0a3 - 2011-01-10
Change the permission for the grouped listing view so that anonymous visitors can access the view when the content is published. Thanks to Larry Pitcher for the report. [rossp]
Add support for columns that don’t have corresponding catalog metadata. Be aware that using such columns can greatly affect performance as export requires looking up every object to retrieve the data. [rossp]
2.0a2 - 2010-11-23
Fixed a problem with a faulty type assumption regarding DateTimeFields in the FormDateCriterion. The FormDateCriterion doesn’t actually used a DateTimeField. [rossp]
Refactor the <form> and <button> based batch_macros so as to not conflict with other uses of the full “navigation” macro within an existing form resulting in nested <form>s. [rossp]
2.0a1 - 2010-11-21
Ensure that the “default” profile is used by portal_quickinstaller by… well, default. :-) [rossp]
Use a <form> and <button> elements in the navigation/paging batch_macros to prevent “uri too long” errors when using paging with many form criteria. [rossp]
Use method=”post” for the criteria form to address “uri too long” when lots of form criteria are used. Reported by mauro and confirmed to happen with just two date fields. [rossp]
Added defines for Plone4 complatibility in folder_listing skin template. [seletz]
Fix navigation_recurse template to match current Plone 4 version. [seletz] [ramonski]
Add a collection listing portlet that makes use of the folder_listing macros for a richer portlet. [rossp]
fix issue producing AttributeError: ‘NoneType’ object has no attribute ‘title_or_id’ when adding path criterions. [hplocher]
Fix ‘<input type=”hidden” name=”sort_on”…’, now uses the default sort criteria if present
Use individual persistent objects to represent table columns such as with the fodler_contents view. UI for editing the folder_contents column objects has yet to be implemented.
Fix <tfoot> usage [rossp]
Integrate sort criteria with folder contents view columns for KSS sorting [rossp]
Add pulldown/select, single-value criterion based on FormSelectionCriterion, FormPortalTypeCriterion, and FormReferenceCriterion [rossp]
1.1.1 - 2009-08-31
“Select all” and “Show all” (KSS) on folder contents view [rossp]
1.1.0 - 2009-08-21
Use folder_contents instead of folder_contents_view to fix the links back to the folder contents form. [rossp]
Tighten up the search form portlet spacing. [rossp]
Use “Table Columns” fields for the folder contents form to control the folder contents columns
Use a “Table Column Links” collection filed to specify which folder contents form columns should link to the item [rossp]
Fix folder contents form buttons, “Copy”, “Cut”, “Rename”, “Change State”, and “Delete” now all work for objects listed by the collections even if they are in different folders. [rossp]
1.0.2 - 2009-08-12
Add some missing portal_types for criteria [rossp]
Fix a unicode bug with GS portlets.xml import of the search portlet [rossp]
1.0.1 - 2009-08-11
Merge collective.catalogexport to support CSV export of collection based user-submitted queries [rossp]
1.0 - 2009-04-20
Ensure that only formFields are taken from the request
Fix ignored integer range criteria (reported by SimO)
Use a browser layer (suggested by optilude)
Add ids and CSS classes to the batch_macro sort links (aaronv)
Fix a bug with the “operator” field. Thanks to Mauro!
0.9.5 - 2009-03-06
Move package to src directory and fix testing buildout
Register criteria AT types using the right package name
Fix a bug with the JavaScript that narrows the criteria types by index/field
Use separate meta_types instead of overwriting the ATCT meta types, may be backwards incompatible for previous installations
0.9.4 - 2009-02-08
Add a layout that lists items grouped by the sort used
Fix KeyError: u’unsorted’ bug for existing ATTopics as reported by jonstahl
0.9.3 - 2009-01-31
Fix widget JavaScript and CSS for search form portlet
0.9.2 - 2009-01-31
Clarify selected sort
Make portlet usable outside the context of the collection
Fix portlet class
Don’t render hour and minute fields on date
0.9.1 - 2009-01-30
Move the search form viewlet into a portlet
Patch the ATCT addCrierion method to properly initialize criteria so that they can safely be created in code
Use the same mismatched meta_type ATCT for the FormDateCriterion
0.9 - 2009-01-29
Fix incompatibility when extended sort criterion were added to existing ATCT ATTopic instances
0.8 - 2009-01-29
Added multiple sort links to the batch macro
0.7 - 2009-01-28
Change to use the same names as ATCT where appropriate to avoid some problems where the ATCT names are expected.
Flesh out the GenericSetup profile with all other bits in the Plone profile that make reference to criteria.
0.6 - 2009-01-26
Use a form prefix for the search form. Fixes calendar JavaScript bug.
Fix criterion label to point to the correct form input
Allow widget special help/description to appear even if the label isn’t rendered and use this for the comma widget
Fix the handling of postbacks in the comma widget
Use a “Search Form” view that only renders the search form
Added boolean criteria
Added date criteria
Added path criteria
Added relative path criteria
Added integer criteria
0.5 - 2009-01-25
Form criteria are now designated by selecting which fields of each criterion should be rendered on the search form
Improve label handling. Remove labels for ‘value’ field and “required” markers for all fields.
Make the search form collapsible and start collapsed when the form has been submitted
Add a comma separated criterion
0.4 - 2009-01-15
Add list criterion
Add selection criterion
Fix the form for access by anonymous users
0.3 - 2009-01-15
Fully re-use the AT edit widgets
Support criteria with multiple fields
Use the widgets to process the form values
Add checkbox criterion based on FormSelectionCriterion, FormPortalTypeCriterion, and FormReferenceCriterion
Add a date range form criterion (JS calendar not working yet)
0.2 - 2008-05-27
Fix i18n_domain in ZCML
Make the authenticator view conditional for Plone 3.0 compatibility
0.1 - 2008-05-24
Initial release
TODO
Replace KSS with jQuery for the AJAX folder contents stuff
Tabs for folder_contents based multiple object edit form for topic containers such as topic columns.
Separate query and sort criteria out into topic containers and use folder_contents based multi-edit form
Add coverage for folder contents buttons when using KSS select all from all screens. It didn’t work for one deployment.
Add a sort icon to sortable folder_contents columns
Add support for including the URL in CSV export
Not sure what the right UI is for this, maybe add a special case into the customViewFields field.
Add criteria ordering support
Form Sort Criteria
An widget is avialable for selecting which of the possible sort fields should be available for sorting on. The InAndOutWidget is used so that the order can be specified.
>>> print browser.contents <... <div class="field ArchetypesInAndOutWidget kssattr-atfieldname-sortFields" id="archetypes-fieldname-sortFields">... ...>Relevance</option>... ...>Effective Date</option>...
The InAndOutWidget uses JavaScript so we’ll set the field manually for testing.
>>> self.login() >>> foo_topic.setSortFields(['', 'effective', 'Type'])
>>> form = browser.getForm(name="criteria_select") >>> form.getControl('Sort Order').selected = True
Form sort criteria default to sorting on the “Relevance” field corresponds to a sort by weight for searches that include queries against indexs that support weighted results.
>>> form = browser.getForm(action="criterion_edit_form", index=0) >>> form.getControl('Relevance').selected True
Add AJAX search results refresh
Add single selection (pulldown, radio) criteria (davisagli)
Use subcollections to support AdvancedQuery operations
Collections will act as grouping/parenthesis and operators. IOW, a collection will have a boolean field to set whether it uses AND or OR to find the intersection or union of its result sets. Sub-collections will not acquire criteria but instead parent collections will treat sub-collections as criteria groupings. Not yet sure how to handle sorting.
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