claude-mpm 4.21.0__py3-none-any.whl → 5.0.2__py3-none-any.whl

claude_mpm/skills/bundled/php/espocrm-development/references/frontend-customization.md

@@ -1,726 +0,0 @@
-# Frontend Customization Reference
-
-## EspoCRM View System
-
-EspoCRM uses a custom View architecture (not Backbone.View or Knockout). Views follow a specific lifecycle and pattern.
-
-### View Lifecycle
-
-```
-constructor → setup() → afterRender() → user interaction → onRemove()
-```
-
-### Basic View Structure
-
-```javascript
-define('custom:views/my-custom-view', ['view'], function (Dep) {
-
-    return Dep.extend({
-
-        // Template path (optional)
-        template: 'custom:my-custom-view',
-
-        // Events (optional)
-        events: {
-            'click [data-action="save"]': function (e) {
-                this.actionSave();
-            },
-            'change input[name="status"]': function (e) {
-                this.handleStatusChange(e);
-            }
-        },
-
-        // Data for template
-        data: function () {
-            return {
-                name: this.model.get('name'),
-                status: this.model.get('status'),
-                customValue: this.options.customValue
-            };
-        },
-
-        // Setup (called before rendering)
-        setup: function () {
-            Dep.prototype.setup.call(this);
-
-            // Initialize properties
-            this.customProperty = this.options.customProperty || 'default';
-
-            // Listen to model changes
-            this.listenTo(this.model, 'change:status', function () {
-                this.reRender();
-            });
-
-            // Create child views
-            this.createView('myChild', 'custom:views/my-child-view', {
-                el: this.getSelector() + ' .child-container',
-                model: this.model
-            });
-        },
-
-        // After render (DOM is ready)
-        afterRender: function () {
-            Dep.prototype.afterRender.call(this);
-
-            // DOM manipulation
-            this.$el.find('.my-element').addClass('active');
-
-            // Initialize plugins
-            this.$el.find('[data-toggle="tooltip"]').tooltip();
-
-            // Fetch data
-            this.loadAdditionalData();
-        },
-
-        // Cleanup (called when view is removed)
-        onRemove: function () {
-            Dep.prototype.onRemove.call(this);
-
-            // Cleanup listeners, timers, etc.
-            if (this.intervalId) {
-                clearInterval(this.intervalId);
-            }
-        },
-
-        // Custom methods
-        actionSave: function () {
-            var data = {
-                name: this.$el.find('[name="name"]').val(),
-                status: this.$el.find('[name="status"]').val()
-            };
-
-            this.model.save(data, {
-                patch: true
-            }).then(function () {
-                Espo.Ui.success(this.translate('Saved'));
-            }.bind(this));
-        },
-
-        handleStatusChange: function (e) {
-            var status = $(e.currentTarget).val();
-            console.log('Status changed to:', status);
-        },
-
-        loadAdditionalData: function () {
-            this.ajaxGetRequest('MyEntity/' + this.model.id + '/additionalData')
-                .then(function (response) {
-                    this.additionalData = response;
-                    this.reRender();
-                }.bind(this));
-        }
-    });
-});
-```
-
-## Custom Record Views
-
-### Detail View Customization
-
-```javascript
-define('custom:views/account/record/detail', ['views/record/detail'], function (Dep) {
-
-    return Dep.extend({
-
-        setup: function () {
-            Dep.prototype.setup.call(this);
-
-            // Add custom button
-            this.addButton({
-                name: 'customAction',
-                label: 'Custom Action',
-                style: 'primary'
-            });
-
-            // Add dropdown action
-            this.addDropdownItem({
-                name: 'exportToPdf',
-                label: 'Export to PDF',
-                action: 'exportToPdf'
-            });
-
-            // Hide default button
-            this.removeButton('delete');
-        },
-
-        actionCustomAction: function () {
-            // Button clicked
-            this.confirm(this.translate('Are you sure?'), function () {
-                this.performCustomAction();
-            }, this);
-        },
-
-        performCustomAction: function () {
-            Espo.Ui.notify(this.translate('Loading...'));
-
-            this.ajaxPostRequest('Account/' + this.model.id + '/customAction', {
-                param: 'value'
-            }).then(function (response) {
-                Espo.Ui.success(this.translate('Done'));
-                this.model.fetch();
-            }.bind(this));
-        },
-
-        actionExportToPdf: function () {
-            window.open('?entryPoint=download&id=' + this.model.id, '_blank');
-        }
-    });
-});
-```
-
-### Edit View Customization
-
-```javascript
-define('custom:views/opportunity/record/edit', ['views/record/edit'], function (Dep) {
-
-    return Dep.extend({
-
-        setup: function () {
-            Dep.prototype.setup.call(this);
-
-            // Dynamic field logic
-            this.controlFieldVisibility();
-
-            // Listen for field changes
-            this.listenTo(this.model, 'change:stage', function () {
-                this.controlFieldVisibility();
-            }, this);
-        },
-
-        controlFieldVisibility: function () {
-            var stage = this.model.get('stage');
-
-            if (stage === 'Closed Won') {
-                this.showField('closeDate');
-                this.setFieldRequired('closeDate');
-            } else {
-                this.hideField('closeDate');
-                this.setFieldNotRequired('closeDate');
-            }
-        },
-
-        // Override save to add custom logic
-        save: function () {
-            // Custom validation
-            var amount = this.model.get('amount');
-            if (amount > 1000000) {
-                this.notify('Please get manager approval for deals over $1M', 'warning');
-                return Promise.reject();
-            }
-
-            // Call parent save
-            return Dep.prototype.save.call(this);
-        }
-    });
-});
-```
-
-### List View Customization
-
-```javascript
-define('custom:views/account/record/list', ['views/record/list'], function (Dep) {
-
-    return Dep.extend({
-
-        // Add mass action
-        massActionList: Dep.prototype.massActionList.concat([
-            'exportToExcel',
-            'sendEmail'
-        ]),
-
-        setup: function () {
-            Dep.prototype.setup.call(this);
-
-            // Add custom row action
-            this.addRowAction('viewWebsite', {
-                label: 'View Website',
-                action: 'viewWebsite'
-            });
-        },
-
-        // Handle mass action
-        massActionExportToExcel: function () {
-            var ids = this.getSelected();
-
-            this.ajaxPostRequest('Account/action/exportToExcel', {
-                ids: ids
-            }).then(function (response) {
-                window.location = response.downloadUrl;
-            });
-        },
-
-        // Handle row action
-        actionViewWebsite: function (data) {
-            var model = this.collection.get(data.id);
-            var website = model.get('website');
-
-            if (website) {
-                window.open(website, '_blank');
-            }
-        }
-    });
-});
-```
-
-## Custom Field Views
-
-### Creating Custom Field View
-
-```javascript
-define('custom:views/fields/color-picker', ['views/fields/varchar'], function (Dep) {
-
-    return Dep.extend({
-
-        // Detail mode template
-        detailTemplate: 'custom:fields/color-picker/detail',
-
-        // Edit mode template
-        editTemplate: 'custom:fields/color-picker/edit',
-
-        // Events specific to this field
-        events: {
-            'change input.color-input': function (e) {
-                this.trigger('change');
-            }
-        },
-
-        // Setup
-        setup: function () {
-            Dep.prototype.setup.call(this);
-
-            this.defaultColor = this.params.defaultColor || '#000000';
-        },
-
-        // After render in edit mode
-        afterRenderEdit: function () {
-            Dep.prototype.afterRenderEdit.call(this);
-
-            // Initialize color picker plugin
-            this.$el.find('input.color-input').spectrum({
-                preferredFormat: 'hex',
-                showInput: true,
-                allowEmpty: true
-            });
-        },
-
-        // Fetch value from DOM
-        fetch: function () {
-            var value = this.$el.find('input.color-input').val();
-
-            var data = {};
-            data[this.name] = value || null;
-
-            return data;
-        },
-
-        // Validation
-        validateRequired: function () {
-            if (this.isRequired()) {
-                var value = this.model.get(this.name);
-
-                if (!value) {
-                    var msg = this.translate('fieldIsRequired', 'messages')
-                        .replace('{field}', this.getLabelText());
-
-                    this.showValidationMessage(msg);
-                    return true;
-                }
-            }
-        },
-
-        // Custom validation
-        validate: function () {
-            if (Dep.prototype.validate.call(this)) {
-                return true;
-            }
-
-            var value = this.model.get(this.name);
-
-            if (value && !this.isValidHexColor(value)) {
-                var msg = 'Invalid color format';
-                this.showValidationMessage(msg);
-                return true;
-            }
-
-            return false;
-        },
-
-        isValidHexColor: function (color) {
-            return /^#[0-9A-F]{6}$/i.test(color);
-        }
-    });
-});
-```
-
-### Field Template (Handlebars)
-
-Detail template (`client/custom/res/templates/fields/color-picker/detail.tpl`):
-```handlebars
-<div class="color-preview" style="background-color: {{value}}; width: 50px; height: 20px; border: 1px solid #ccc;"></div>
-<span>{{value}}</span>
-```
-
-Edit template (`client/custom/res/templates/fields/color-picker/edit.tpl`):
-```handlebars
-<input
-    type="text"
-    class="form-control color-input"
-    name="{{name}}"
-    value="{{value}}"
-    autocomplete="espo-{{name}}"
->
-```
-
-## AJAX Helpers
-
-### Making AJAX Requests
-
-```javascript
-// GET request
-this.ajaxGetRequest('Account/' + id)
-    .then(function (response) {
-        console.log(response);
-    });
-
-// POST request
-this.ajaxPostRequest('Account/action/customAction', {
-    param1: 'value1',
-    param2: 'value2'
-}).then(function (response) {
-    console.log(response);
-});
-
-// PUT request
-this.ajaxPutRequest('Account/' + id, {
-    name: 'Updated Name'
-}).then(function (response) {
-    console.log(response);
-});
-
-// DELETE request
-this.ajaxDeleteRequest('Account/' + id)
-    .then(function () {
-        console.log('Deleted');
-    });
-
-// With error handling
-this.ajaxPostRequest('Account/action/risky', data)
-    .then(function (response) {
-        Espo.Ui.success('Success');
-    })
-    .catch(function (xhr) {
-        var reason = xhr.responseJSON?.reason || 'Unknown error';
-        Espo.Ui.error(reason);
-    });
-```
-
-## Notifications and Dialogs
-
-### UI Notifications
-
-```javascript
-// Success notification
-Espo.Ui.success(this.translate('Saved'));
-
-// Error notification
-Espo.Ui.error(this.translate('Error occurred'));
-
-// Warning notification
-Espo.Ui.warning(this.translate('Please review'));
-
-// Info notification
-Espo.Ui.notify(this.translate('Loading...'));
-
-// Remove notification
-Espo.Ui.notify(false);
-```
-
-### Confirmation Dialogs
-
-```javascript
-// Simple confirmation
-this.confirm('Are you sure?', function () {
-    // User clicked OK
-    this.performAction();
-}, this);
-
-// Confirmation with translated message
-this.confirm(
-    this.translate('confirmDeletion', 'messages'),
-    function () {
-        this.delete();
-    },
-    this
-);
-```
-
-### Custom Dialogs
-
-```javascript
-// Create dialog view
-this.createView('dialog', 'custom:views/modals/my-dialog', {
-    model: this.model
-}, function (view) {
-    view.render();
-});
-
-// Dialog with callback
-this.createView('dialog', 'views/modals/edit', {
-    scope: 'Account',
-    id: accountId
-}, function (view) {
-    view.render();
-
-    this.listenToOnce(view, 'after:save', function () {
-        // Dialog saved
-        this.model.fetch();
-    }, this);
-}, this);
-```
-
-## Custom Controllers
-
-```javascript
-define('custom:controllers/my-entity', ['controllers/record'], function (Dep) {
-
-    return Dep.extend({
-
-        // Default action
-        defaultAction: 'list',
-
-        // Custom action
-        actionCustomDashboard: function (options) {
-            this.main('custom:views/my-entity/dashboard', {
-                scope: this.name
-            });
-        },
-
-        // Before default action
-        beforeList: function () {
-            Dep.prototype.beforeList.call(this);
-            console.log('Before list action');
-        },
-
-        // After default action
-        afterList: function () {
-            Dep.prototype.afterList.call(this);
-            console.log('After list action');
-        }
-    });
-});
-```
-
-## Working with Models
-
-### Model Operations
-
-```javascript
-// Get model value
-var name = this.model.get('name');
-
-// Set model value (doesn't save)
-this.model.set('name', 'New Name');
-
-// Set multiple values
-this.model.set({
-    name: 'New Name',
-    status: 'Active'
-});
-
-// Save model
-this.model.save().then(function () {
-    Espo.Ui.success('Saved');
-});
-
-// Save specific attributes (PATCH)
-this.model.save({
-    status: 'Complete'
-}, {
-    patch: true
-}).then(function () {
-    console.log('Status updated');
-});
-
-// Fetch model from server
-this.model.fetch().then(function () {
-    console.log('Model refreshed');
-});
-
-// Delete model
-this.model.destroy().then(function () {
-    console.log('Deleted');
-});
-
-// Check if model is new
-if (this.model.isNew()) {
-    console.log('New record');
-}
-
-// Check if attribute changed
-if (this.model.hasChanged('status')) {
-    console.log('Status changed');
-}
-
-// Get previous value
-var previousStatus = this.model.previous('status');
-```
-
-### Model Events
-
-```javascript
-// Listen to any change
-this.listenTo(this.model, 'change', function () {
-    console.log('Model changed');
-});
-
-// Listen to specific attribute change
-this.listenTo(this.model, 'change:status', function (model, value) {
-    console.log('Status changed to:', value);
-});
-
-// Listen to save
-this.listenTo(this.model, 'sync', function () {
-    console.log('Model saved');
-});
-
-// Listen once
-this.listenToOnce(this.model, 'change:status', function () {
-    console.log('First status change');
-});
-
-// Stop listening
-this.stopListening(this.model, 'change:status');
-```
-
-## Collections
-
-### Working with Collections
-
-```javascript
-// Fetch collection
-this.collection.fetch().then(function () {
-    console.log('Collection loaded:', this.collection.length);
-}.bind(this));
-
-// Iterate collection
-this.collection.forEach(function (model) {
-    console.log(model.get('name'));
-});
-
-// Filter collection
-var activeModels = this.collection.filter(function (model) {
-    return model.get('status') === 'Active';
-});
-
-// Find in collection
-var model = this.collection.find(function (model) {
-    return model.id === targetId;
-});
-
-// Get by ID
-var model = this.collection.get(id);
-
-// Collection events
-this.listenTo(this.collection, 'sync', function () {
-    console.log('Collection synced');
-});
-```
-
-## Metadata Access
-
-```javascript
-// Get entity metadata
-var entityDefs = this.getMetadata().get(['entityDefs', 'Account']);
-
-// Get field definitions
-var fields = this.getMetadata().get(['entityDefs', 'Account', 'fields']);
-
-// Get specific field metadata
-var nameFieldDef = this.getMetadata().get(['entityDefs', 'Account', 'fields', 'name']);
-
-// Get client definitions
-var clientDefs = this.getMetadata().get(['clientDefs', 'Account']);
-
-// Check if entity has field
-var hasField = this.getMetadata().get(['entityDefs', 'Account', 'fields', 'website']);
-```
-
-## Translation
-
-```javascript
-// Translate label
-var label = this.translate('Account', 'scopeNames');
-
-// Translate with category
-var requiredMsg = this.translate('fieldIsRequired', 'messages');
-
-// Translate field label
-var nameLabel = this.translate('name', 'fields', 'Account');
-
-// Translate option
-var statusLabel = this.translate('Active', 'status', 'Account');
-
-// String replacement
-var msg = this.translate('recordSaved', 'messages')
-    .replace('{record}', this.model.get('name'));
-```
-
-## Best Practices
-
-### 1. Always Call Parent Methods
-
-```javascript
-// ✅ CORRECT
-setup: function () {
-    Dep.prototype.setup.call(this);
-    // Your code
-}
-
-// ❌ WRONG - Missing parent call
-setup: function () {
-    // Your code only
-}
-```
-
-### 2. Proper Cleanup in onRemove
-
-```javascript
-// ✅ CORRECT
-onRemove: function () {
-    Dep.prototype.onRemove.call(this);
-
-    // Cleanup timers
-    if (this.interval) {
-        clearInterval(this.interval);
-    }
-
-    // Cleanup event listeners (automatically done by listenTo)
-    // Manual jQuery listeners need cleanup
-    $(window).off('resize.myView');
-}
-```
-
-### 3. Use this.listenTo Instead of model.on
-
-```javascript
-// ✅ CORRECT - Auto cleanup
-this.listenTo(this.model, 'change', callback);
-
-// ❌ WRONG - Memory leak, manual cleanup needed
-this.model.on('change', callback);
-```
-
-### 4. Proper Promise Handling
-
-```javascript
-// ✅ CORRECT
-this.model.save().then(function () {
-    Espo.Ui.success('Saved');
-}.bind(this)).catch(function () {
-    Espo.Ui.error('Error');
-}.bind(this));
-
-// ❌ WRONG - Unhandled rejection
-this.model.save().then(function () {
-    Espo.Ui.success('Saved');
-});
-```