BelongsToMany edition through smart collection

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BelongsToMany edition through smart collection

Context: A customer success team has to onboard “experts”, and those “experts” can have multiple “skills”, modelled via a belongsToMany relationship between “experts” and “skills” tables through an “experts_skills” table; the skills table has ~200 records and experts usually have between 5 to 30 of them.

Unfortunately this is quite painful to edit in forest admin right now since when you want to add a new item in a belongToMany relationship in forest admin you have to:

• click on “add an existing …”

• Remember and search for the item using a single search bar

• select the desired item

Intro

In the following we will see how the choice of skills to be added to an expert can be materialized through a searchable smart collection named otherSkills displayed as related data of an expert. An action applicable on the selected records of this collection will allow to associate new skills to an expert.

Data models

The data models we have been working with here (experts and skills) are the following:

// This model was generated by Lumber. However, you remain in control of your models.
// Learn how here: <https://docs.forestadmin.com/documentation/v/v6/reference-guide/models/enrich-your-models>
module.exports = (sequelize, DataTypes) => {
  const { Sequelize } = sequelize;
  // This section contains the fields of your model, mapped to your table's columns.
  // Learn more here: <https://docs.forestadmin.com/documentation/v/v6/reference-guide/models/enrich-your-models#declaring-a-new-field-in-a-model>
  const Experts = sequelize.define(
    'experts',
    {
      username: {
        type: DataTypes.STRING,
      },
    },
    {
      tableName: 'experts',
      timestamps: false,
      schema: process.env.DATABASE_SCHEMA,
    }
  );

  // This section contains the relationships for this model. See: <https://docs.forestadmin.com/documentation/v/v6/reference-guide/relationships#adding-relationships>.
  Experts.associate = (models) => {
    Experts.belongsToMany(models.skills, {
      through: 'experts_skills',
      foreignKey: 'expert_id',
      otherKey: 'skill_id',
      as: 'expertSkills',
    });
  };

  return Experts;
};

// This model was generated by Lumber. However, you remain in control of your models.
// Learn how here: <https://docs.forestadmin.com/documentation/v/v6/reference-guide/models/enrich-your-models>
module.exports = (sequelize, DataTypes) => {
  const { Sequelize } = sequelize;
  // This section contains the fields of your model, mapped to your table's columns.
  // Learn more here: <https://docs.forestadmin.com/documentation/v/v6/reference-guide/models/enrich-your-models#declaring-a-new-field-in-a-model>
  const Skills = sequelize.define(
    'skills',
    {
      description: {
        type: DataTypes.STRING,
      },
    },
    {
      tableName: 'skills',
      timestamps: false,
      schema: process.env.DATABASE_SCHEMA,
    }
  );

  // This section contains the relationships for this model. See: <https://docs.forestadmin.com/documentation/v/v6/reference-guide/relationships#adding-relationships>.
  Skills.associate = (models) => {
    Skills.belongsToMany(models.experts, {
      through: 'experts_skills',
      foreignKey: 'skill_id',
      otherKey: 'expert_id',
      as: 'skillExperts',
    });
  };

  return Skills;
};

Step 1: create a smart collection 'other skills'

As we already have the skills assigned to an expert as related data when viewing an expert, we'd like to see the skills that have not been assigned and could be by the user.

For this we need to create a smart collection called otherSkills. This smart collection is defined in a file other-skills.js inside the forest folder.

const { collection } = require('forest-express-sequelize');

collection('otherSkills', {
  fields: [
    {
      field: 'description',
      type: 'String',
    },
  ],
});

Step 2: declare a smart relationship between experts and otherSkills

In order to display records from the collection otherSkills as related data of an expert, we need to declare a smart relationship between these collections. This is done in the file experts.js of the forest folder.

const { collection } = require('forest-express-sequelize');

collection('experts', {
  actions: [],
  fields: [
    {
      field: 'otherSkills',
      type: ['String'],
      reference: 'otherSkills.id',
    },
  ],
  segments: [],
});

Step 3: implement the logic to retrieve records from the smart relationship

We want to display as related data the skills that are not already assigned to an expert so we can add them. Therefore when implementing the route called to retrieve records from the collection otherSkills through the smart relationship, we need to add this logic. This is done in the file experts.js of the routes folder.

<aside> 💡 We've added the logic needed to perform searches in the snippet below.

</aside>

const express = require('express');
const {
  PermissionMiddlewareCreator,
  RecordSerializer,
} = require('forest-express-sequelize');
const { Op } = require('sequelize');
const { otherSkills, experts, skills } = require('../models');

const router = express.Router();
const permissionMiddlewareCreator = new PermissionMiddlewareCreator('experts');
const recordSerializer = new RecordSerializer({ name: 'otherSkills' });

router.get(
  '/experts/:id/relationships/otherSkills',
  permissionMiddlewareCreator.list(),
  (request, response, next) => {
    const expert = experts.findByPk(request.params.id, {
      include: [
        {
          model: skills,
          as: 'expertSkills',
        },
      ],
    });
    let queryParams = {};
    if (request.query.search) {
      queryParams = {
        where: {
          description: {
            [Op.iLike]: `%${request.query.search}%`,
          },
        },
      };
    }
    const skillsList = skills.findAll(queryParams);
    Promise.all([expert, skillsList])
      .then((results) => {
        const { expertSkills } = results[0];
        const allSkills = results[1];
        const expertSkillsIds = expertSkills.map((record) => record.id);
        const records = [];
        allSkills.forEach((skillListed) => {
          if (
            !expertSkillsIds.includes(skillListed.id) &&
            skillListed.description
          ) {
            const skill = {
              id: skillListed.id,
              description: skillListed.description,
            };
            records.push(skill);
          }
        });
        return records;
      })
      .then((records) => recordSerializer.serialize(records))
      .then((recordsSerialized) =>
        response.send({
          ...recordsSerialized,
          meta: { count: recordsSerialized.data.length },
        })
      );
  }
);

module.exports = router;

Step 4: create the smart action to add skills to an expert

Next step is to declare a smart action that will allow a user to select several records of the otherSkills smart collection and associate them to an expert. This action is declared in the file other-skills.js of the forest folder.

const { collection } = require('forest-express-sequelize');

collection('otherSkills', {
  actions: [{
    name: 'add',
    type: 'bulk',
  }],
  ...
});

The logic to be triggered when a call is made to the route is implemented as follows in the other-skills.js file of the routes folder.

const express = require('express');
const { PermissionMiddlewareCreator } = require('forest-express-sequelize');
const { experts } = require('../models');

const router = express.Router();
const permissionMiddlewareCreator = new PermissionMiddlewareCreator(
  'otherSkills'
);

router.post(
  '/actions/add',
  permissionMiddlewareCreator.smartAction(),
  (request, response) => {
    const expertId = request.body.data.attributes.parent_collection_id;
    const selectedIds = request.body.data.attributes.ids;
    experts
      .findByPk(expertId)
      .then((user) => {
        selectedIds.forEach((skillId) => {
          user.addExpertSkills(skillId);
        });
      })
      .then(() =>
        response.send({
          success: `${selectedIds.length} new skills have been added`,
        })
      );
  }
);

module.exports = router;