claude-mpm 5.0.9__py3-none-any.whl → 5.6.23__py3-none-any.whl

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

@@ -0,0 +1,726 @@
+# 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');
+});
+```