@igniteui/angular-templates 21.1.14100-alpha.2 → 21.1.14100-alpha.3

package/igx-ts/projects/_base/files/__dot__claude/skills/igniteui-angular-grids/references/data-operations.md

@@ -0,0 +1,445 @@
+# Grid Data Operations — Sorting, Filtering & Grouping
+
+> **Part of the [`igniteui-angular-grids`](../SKILL.md) skill hub.**
+> For grid setup, column config — see [`structure.md`](./structure.md).
+> For paging and remote data — see [`paging-remote.md`](./paging-remote.md).
+> For editing and validation — see [`editing.md`](./editing.md).
+> For state persistence — see [`state.md`](./state.md).
+
+## Contents
+
+- [Accessing the Grid Instance](#accessing-the-grid-instance)
+- [Sorting](#sorting)
+- [Filtering](#filtering)
+- [Grouping (Flat Grid Only)](#grouping-flat-grid-only)
+- [Key Rules](#key-rules)
+
+## Accessing the Grid Instance
+
+All programmatic data operations require a reference to the grid component. Use `viewChild` with the **correct component type** for your grid.
+
+> **AGENT INSTRUCTION:** Check `package.json` to determine whether the project uses `igniteui-angular` or `@infragistics/igniteui-angular`. Replace the package prefix in every import accordingly. Always use specific entry points — never the root barrel of either package.
+
+```typescript
+import { Component, ChangeDetectionStrategy, signal, viewChild } from '@angular/core';
+
+// Open-source package — import from specific entry points
+// Grid Lite (separate npm package — requires `npm install igniteui-grid-lite`)
+import { IgxGridLiteComponent } from 'igniteui-angular/grids/lite';
+// Flat Grid
+import { IgxGridComponent, IGX_GRID_DIRECTIVES } from 'igniteui-angular/grids/grid';
+// Tree Grid
+import { IgxTreeGridComponent, IGX_TREE_GRID_DIRECTIVES } from 'igniteui-angular/grids/tree-grid';
+// Hierarchical Grid
+import { IgxHierarchicalGridComponent, IGX_HIERARCHICAL_GRID_DIRECTIVES } from 'igniteui-angular/grids/hierarchical-grid';
+// Pivot Grid
+import { IgxPivotGridComponent, IGX_PIVOT_GRID_DIRECTIVES } from 'igniteui-angular/grids/pivot-grid';
+
+// Licensed package — same entry-point paths, different prefix:
+// import { IgxGridComponent, IGX_GRID_DIRECTIVES } from '@infragistics/igniteui-angular/grids/grid';
+// import { IgxTreeGridComponent, IGX_TREE_GRID_DIRECTIVES } from '@infragistics/igniteui-angular/grids/tree-grid';
+// import { IgxHierarchicalGridComponent, IGX_HIERARCHICAL_GRID_DIRECTIVES } from '@infragistics/igniteui-angular/grids/hierarchical-grid';
+// import { IgxPivotGridComponent, IGX_PIVOT_GRID_DIRECTIVES } from '@infragistics/igniteui-angular/grids/pivot-grid';
+
+// AVOID — never import from the root barrel (wrong for BOTH variants)
+// import { IgxGridComponent } from 'igniteui-angular';
+// import { IgxGridComponent } from '@infragistics/igniteui-angular';
+```
+
+### Flat Grid Example
+
+```typescript
+@Component({
+  selector: 'app-orders-grid',
+  imports: [IGX_GRID_DIRECTIVES],
+  templateUrl: './orders-grid.component.html',
+  changeDetection: ChangeDetectionStrategy.OnPush
+})
+export class OrdersGridComponent {
+  gridRef = viewChild.required<IgxGridComponent>('grid');
+  protected data = signal<Order[]>([]);
+
+  sortByName() {
+    this.gridRef().sort({ fieldName: 'name', dir: SortingDirection.Asc, ignoreCase: true });
+  }
+}
+```
+
+### Tree Grid Example
+
+```typescript
+@Component({
+  selector: 'app-org-tree',
+  imports: [IGX_TREE_GRID_DIRECTIVES],
+  templateUrl: './org-tree.component.html',
+  changeDetection: ChangeDetectionStrategy.OnPush
+})
+export class OrgTreeComponent {
+  // Use IgxTreeGridComponent for tree grids
+  treeGridRef = viewChild.required<IgxTreeGridComponent>('treeGrid');
+  protected employees = signal<Employee[]>([]);
+}
+```
+
+```html
+<igx-tree-grid #treeGrid
+  [data]="employees()"
+  primaryKey="id"
+  foreignKey="managerId"
+  height="600px">
+  <igx-column field="name" [sortable]="true" [filterable]="true"></igx-column>
+</igx-tree-grid>
+```
+
+### Hierarchical Grid Example
+
+```typescript
+@Component({
+  selector: 'app-company-grid',
+  imports: [IGX_HIERARCHICAL_GRID_DIRECTIVES],
+  templateUrl: './company-grid.component.html',
+  changeDetection: ChangeDetectionStrategy.OnPush
+})
+export class CompanyGridComponent {
+  // Use IgxHierarchicalGridComponent for hierarchical grids
+  hGridRef = viewChild.required<IgxHierarchicalGridComponent>('hGrid');
+  protected companies = signal<Company[]>([]);
+}
+```
+
+```html
+<igx-hierarchical-grid #hGrid
+  [data]="companies()"
+  primaryKey="id"
+  height="600px">
+  <igx-column field="name" [sortable]="true"></igx-column>
+  <igx-row-island key="orders" primaryKey="orderId">
+    <igx-column field="orderId" [sortable]="true"></igx-column>
+  </igx-row-island>
+</igx-hierarchical-grid>
+```
+
+> **CRITICAL**: Every programmatic example in this file uses Flat Grid (`IgxGridComponent`) by default. For Tree Grid substitute `IgxTreeGridComponent` and `#treeGrid`. For Hierarchical Grid substitute `IgxHierarchicalGridComponent` and `#hGrid`. The sorting, filtering, and editing APIs are either the same or very similar across all three grid types (Flat, Tree, Hierarchical). **Pivot Grid does NOT support standard sorting/filtering/editing APIs** — see [`state.md`](./state.md). **Grid Lite has its own lightweight sorting/filtering API** — see [`state.md`](./state.md).
+
+## Sorting
+
+> **Docs:** [Sorting](https://www.infragistics.com/products/ignite-ui-angular/angular/components/grid/sorting) · [Tree Grid](https://www.infragistics.com/products/ignite-ui-angular/angular/components/treegrid/sorting) · [Hierarchical Grid](https://www.infragistics.com/products/ignite-ui-angular/angular/components/hierarchicalgrid/sorting)
+
+> **Applies to**: Flat Grid, Tree Grid, and Hierarchical Grid. Pivot Grid uses dimension-level sorting instead (see [`state.md`](./state.md)). **Grid Lite** uses a different sorting API — see [`state.md`](./state.md).
+>
+> **Tree Grid behavior**: sorting is applied per-level — children are sorted among their siblings, not globally flattened.
+>
+> **Hierarchical Grid behavior**: each grid level sorts independently. Configure sorting on the `<igx-row-island>` to apply to all child grids at that level.
+
+### Template-Driven Sorting
+
+Enable sorting on individual columns and optionally bind the sorting state:
+
+```html
+<igx-grid #grid
+  [data]="data()"
+  [(sortingExpressions)]="sortExprs"
+  [sortingOptions]="{ mode: 'single' }">
+  <igx-column field="name" [sortable]="true"></igx-column>
+  <igx-column field="date" dataType="date" [sortable]="true"></igx-column>
+  <igx-column field="amount" dataType="number" [sortable]="true"></igx-column>
+</igx-grid>
+```
+
+Sorting modes:
+- `'multiple'` — multi-column sorting in order (default)
+- `'single'` — only one column sorted at a time
+
+### Programmatic Sorting
+
+```typescript
+import { SortingDirection } from 'igniteui-angular/core';
+// import { SortingDirection } from '@infragistics/igniteui-angular/core'; for licensed package
+
+// Sort a single column
+this.gridRef().sort({ fieldName: 'name', dir: SortingDirection.Asc, ignoreCase: true });
+
+// Sort multiple columns
+this.gridRef().sort([
+  { fieldName: 'category', dir: SortingDirection.Asc, ignoreCase: true },
+  { fieldName: 'price', dir: SortingDirection.Desc, ignoreCase: false }
+]);
+
+// Clear sorting on one column
+this.gridRef().clearSort('name');
+
+// Clear all sorting
+this.gridRef().clearSort();
+```
+
+### Sorting Events
+
+| Event | Cancelable | Payload |
+|---|---|---|
+| `(sorting)` | Yes | `ISortingEventArgs` — set `event.cancel = true` to prevent |
+| `(sortingDone)` | No | `ISortingEventArgs` — fires after sort is applied |
+
+```typescript
+onSorting(event: ISortingEventArgs) {
+  // Prevent sorting on a specific column
+  if (event.fieldName === 'id') {
+    event.cancel = true;
+  }
+}
+
+onSortingDone(event: ISortingEventArgs) {
+  console.log('Sorted by:', event.fieldName, event.dir);
+  // Good place to trigger remote data fetch
+}
+```
+
+### Custom Sorting Strategy
+
+Implement `ISortingStrategy` to control how values are compared:
+
+```typescript
+import { ISortingStrategy, SortingDirection } from 'igniteui-angular/core';
+
+class PrioritySortStrategy implements ISortingStrategy {
+  private priorityOrder = ['Critical', 'High', 'Medium', 'Low'];
+
+  sort(data: any[], fieldName: string, dir: SortingDirection): any[] {
+    return data.sort((a, b) => {
+      const indexA = this.priorityOrder.indexOf(a[fieldName]);
+      const indexB = this.priorityOrder.indexOf(b[fieldName]);
+      return dir === SortingDirection.Asc ? indexA - indexB : indexB - indexA;
+    });
+  }
+}
+```
+
+```html
+<igx-column field="priority" [sortable]="true" [sortStrategy]="prioritySortStrategy"></igx-column>
+```
+
+## Filtering
+
+> **Docs:** [Filtering](https://www.infragistics.com/products/ignite-ui-angular/angular/components/grid/filtering) · [Excel-Style](https://www.infragistics.com/products/ignite-ui-angular/angular/components/grid/excel-style-filtering) · [Advanced](https://www.infragistics.com/products/ignite-ui-angular/angular/components/grid/advanced-filtering) (substitute URL prefix per grid type)
+
+> **Applies to**: Flat Grid, Tree Grid, and Hierarchical Grid. Pivot Grid uses dimension-level filtering instead (see [`state.md`](./state.md)). **Grid Lite** uses a different filtering API — see [`state.md`](./state.md).
+>
+> **Tree Grid behavior**: filtering is **recursive** — when a child matches, all its ancestor rows are shown (even if they don't match) and auto-expanded.
+>
+> **Hierarchical Grid behavior**: each grid level filters independently. Configure filtering on the `<igx-row-island>` to apply to all child grids at that level.
+
+### Filter Modes
+
+| Mode | Template Property | Description |
+|---|---|---|
+| Quick Filter | `[filterMode]="'quickFilter'"` | Row of filter inputs above columns |
+| Excel-Style | `[filterMode]="'excelStyleFilter'"` | Excel-like dropdown menus per column |
+| Advanced | `[allowAdvancedFiltering]="true"` | Dialog with complex filter tree (AND/OR groups) |
+
+```html
+<!-- Excel-style filtering (most common enterprise pattern) -->
+<igx-grid #grid
+  [data]="data()"
+  [allowFiltering]="true"
+  [filterMode]="'excelStyleFilter'">
+  <igx-column field="name" [filterable]="true"></igx-column>
+  <igx-column field="status" [filterable]="true"></igx-column>
+  <igx-column field="amount" dataType="number" [filterable]="true"></igx-column>
+</igx-grid>
+```
+
+### Programmatic Filtering
+
+```typescript
+import {
+  IgxStringFilteringOperand,
+  IgxNumberFilteringOperand,
+  IgxDateFilteringOperand,
+  IgxBooleanFilteringOperand,
+  FilteringExpressionsTree,
+  FilteringLogic
+} from 'igniteui-angular/core';
+// import { ... } from '@infragistics/igniteui-angular/core'; for licensed package
+
+// Simple single-column filter
+this.gridRef().filter('name', 'John', IgxStringFilteringOperand.instance().condition('contains'), true);
+
+// Filter by number range
+this.gridRef().filter('amount', 1000, IgxNumberFilteringOperand.instance().condition('greaterThan'));
+
+// Filter by date
+this.gridRef().filter('hireDate', new Date(2024, 0, 1), IgxDateFilteringOperand.instance().condition('after'));
+
+// Clear single column filter
+this.gridRef().clearFilter('name');
+
+// Clear all filters
+this.gridRef().clearFilter();
+```
+
+### Complex Filtering (AND/OR Groups)
+
+Build multi-condition filters using `FilteringExpressionsTree`:
+
+```typescript
+const tree = new FilteringExpressionsTree(FilteringLogic.And);
+tree.filteringOperands = [
+  {
+    fieldName: 'status',
+    condition: IgxStringFilteringOperand.instance().condition('equals'),
+    searchVal: 'Active',
+    ignoreCase: true
+  },
+  {
+    fieldName: 'amount',
+    condition: IgxNumberFilteringOperand.instance().condition('greaterThan'),
+    searchVal: 500
+  }
+];
+// Use filteringExpressionsTree for column-level programmatic filtering
+this.gridRef().filteringExpressionsTree = tree;
+this.gridRef().cdr.detectChanges();
+```
+
+> **NOTE**: Use `filteringExpressionsTree` for programmatic column-level filtering. `advancedFilteringExpressionsTree` is only for the advanced filtering dialog (`[allowAdvancedFiltering]="true"`).
+
+### Global Filtering & Cross-Column Logic
+
+```typescript
+// Filter all filterable columns at once with a search term
+this.gridRef().filterGlobal('search term', IgxStringFilteringOperand.instance().condition('contains'), true);
+```
+
+Control the AND/OR logic between **different column** filters:
+
+```html
+<!-- Default is AND — all column filters must match. Use OR to match any column filter -->
+<igx-grid #grid [data]="data()" [allowFiltering]="true" [filteringLogic]="filteringLogic">
+</igx-grid>
+```
+
+```typescript
+import { FilteringLogic } from 'igniteui-angular';
+
+// FilteringLogic.And (default) — row must match ALL column filters
+// FilteringLogic.Or — row must match ANY column filter
+filteringLogic = FilteringLogic.And;
+```
+
+### Filtering Events
+
+| Event | Cancelable | Payload |
+|---|---|---|
+| `(filtering)` | Yes | `IFilteringEventArgs` — set `event.cancel = true` to prevent |
+| `(filteringDone)` | No | `IFilteringEventArgs` — fires after a **column-level** filter is applied |
+| `(filteringExpressionsTreeChange)` | No | `IFilteringExpressionsTree` — fires after the **grid-level** filter tree changes (use this for remote data) |
+
+```typescript
+onFilteringDone(event: IFilteringEventArgs) {
+  // Trigger remote data fetch with new filter state
+  this.loadFilteredData();
+}
+```
+
+> **Remote data note:** For remote filtering, subscribe to `(filteringExpressionsTreeChange)` instead of `(filteringDone)`. The former reflects the complete grid-level filter tree, including "clear all filters" — `filteringDone` is column-scoped and can miss global state changes.
+
+### Available Filtering Operands by Data Type
+
+| Operand Class | Conditions |
+|---|---|
+| `IgxStringFilteringOperand` | `contains`, `startsWith`, `endsWith`, `equals`, `doesNotEqual`, `doesNotContain`, `empty`, `notEmpty`, `null`, `notNull`, `in` |
+| `IgxNumberFilteringOperand` | `equals`, `doesNotEqual`, `greaterThan`, `lessThan`, `greaterThanOrEqualTo`, `lessThanOrEqualTo`, `empty`, `notEmpty`, `null`, `notNull`, `in` |
+| `IgxDateFilteringOperand` | `equals`, `doesNotEqual`, `before`, `after`, `today`, `yesterday`, `thisMonth`, `lastMonth`, `nextMonth`, `thisYear`, `lastYear`, `nextYear`, `empty`, `notEmpty`, `null`, `notNull`, `in` |
+| `IgxBooleanFilteringOperand` | `all`, `true`, `false`, `empty`, `notEmpty`, `null`, `notNull` |
+
+## Grouping (Flat Grid Only)
+
+> **Docs:** [Group By](https://www.infragistics.com/products/ignite-ui-angular/angular/components/grid/groupby)
+
+> **NOTE**: GroupBy is **exclusive to the Flat Grid** (`igx-grid`). Tree Grid uses its natural hierarchy. Hierarchical Grid uses row islands. Pivot Grid uses dimensions.
+
+### Template-Driven Grouping
+
+```html
+<igx-grid #grid
+  [data]="data()"
+  [groupsExpanded]="true">
+  <igx-column field="category" [groupable]="true"></igx-column>
+  <igx-column field="product" [groupable]="true"></igx-column>
+  <igx-column field="price" dataType="number"></igx-column>
+
+  <!-- Custom group row template -->
+  <ng-template igxGroupByRow let-groupRow>
+    {{ groupRow.expression.fieldName }}: {{ groupRow.value }}
+    ({{ groupRow.records.length }} items)
+  </ng-template>
+</igx-grid>
+```
+
+### Programmatic Grouping
+
+```typescript
+import { SortingDirection } from 'igniteui-angular/core';
+
+// Group by a column
+this.gridRef().groupBy({ fieldName: 'category', dir: SortingDirection.Asc, ignoreCase: true });
+
+// Group by multiple columns
+this.gridRef().groupBy([
+  { fieldName: 'region', dir: SortingDirection.Asc, ignoreCase: true },
+  { fieldName: 'category', dir: SortingDirection.Asc, ignoreCase: true }
+]);
+
+// Clear grouping on one column
+this.gridRef().clearGrouping('category');
+
+// Clear all grouping
+this.gridRef().clearGrouping();
+
+// Toggle group row expansion
+this.gridRef().toggleGroup(groupRow);
+
+// Expand/collapse all groups
+this.gridRef().toggleAllGroupRows();
+```
+
+### Group By Events
+
+| Event | Description |
+|---|---|
+| `(groupingDone)` | Fires after grouping expressions change |
+
+### Custom Group-By Key
+
+Control how values are grouped using a `groupingComparer`:
+
+```typescript
+// Group dates by month instead of exact value
+const monthGroupComparer = (a: Date, b: Date) => {
+  return a.getFullYear() === b.getFullYear() && a.getMonth() === b.getMonth() ? 0 : -1;
+};
+```
+
+```html
+<igx-column field="orderDate" dataType="date" [groupable]="true" [groupingComparer]="monthGroupComparer"></igx-column>
+```
+
+## Key Rules
+
+1. **Use the correct component type for `viewChild`** — `IgxGridLiteComponent`, `IgxGridComponent`, `IgxTreeGridComponent`, `IgxHierarchicalGridComponent`, or `IgxPivotGridComponent`
+2. **Import the correct directives/components** — `IGX_GRID_DIRECTIVES`, `IGX_TREE_GRID_DIRECTIVES`, `IGX_HIERARCHICAL_GRID_DIRECTIVES`, `IGX_PIVOT_GRID_DIRECTIVES`, or individual Grid Lite imports (with `CUSTOM_ELEMENTS_SCHEMA`)
+3. **Set `dataType` on every column** — enables correct filtering operands, sorting behavior, and editors
+4. **Cancelable events** — use `event.cancel = true` in `(sorting)`, `(filtering)` to prevent the action
+5. **Use signals for data** — `[data]="myData()"` with `signal<T[]>([])`
+6. **GroupBy is Flat Grid only** — Tree Grid uses hierarchy, Hierarchical Grid uses row islands, Pivot Grid uses dimensions
+7. **Tree Grid filtering is recursive** — parents of matching children are always shown and auto-expanded
+8. **Hierarchical Grid levels are independent** — sorting/filtering don't cascade; configure on `<igx-row-island>`
+9. **Use `filteringExpressionsTree` for programmatic filtering** — `advancedFilteringExpressionsTree` is only for the advanced filtering dialog
+
+## See Also
+
+- [`paging-remote.md`](./paging-remote.md) — Paging, remote data operations, virtualization, multi-grid coordination
+- [`editing.md`](./editing.md) — Cell editing, row editing, batch editing, validation, summaries
+- [`state.md`](./state.md) — State persistence, Tree Grid / Hierarchical Grid / Pivot Grid / Grid Lite data operations
+- [`structure.md`](./structure.md) — Grid structure, column configuration, templates, layout, selection
+- [`../../igniteui-angular-components/SKILL.md`](../../igniteui-angular-components/SKILL.md) — Non-grid Ignite UI components
+- [`../../igniteui-angular-theming/SKILL.md`](../../igniteui-angular-theming/SKILL.md) — Theming & Styling