DreamFactory & Modus Create Case Study

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1 DreamFactory & Modus Create Case Study By Michael Schwartz Modus Create April 1, 2013 Introduction DreamFactory partnered with Modus Create to port and enhance an existing address book application created by Modus Create to the new DreamFactory Services Platform (DSP). The address book application is for both mobile devices and has a desktop version for administration. This document describes the process of porting the application, the DSP platform, and the resulting application. GitHub Repository The Address Book for DSP is in a public GitHub repository: https://github.com/ ModusCreateOrg/App-AddressBook. Developers may peruse the repository, check out the code, modify the code. It is licensed under the MIT License. Starting From a Solid Foundation Modus Create s internal enterprise address book application called RoloDeux provided a simple, yet powerful facility to access and manage employee contact information from desktop computers or mobile devices. The Ext JS-powered desktop web application was the management console, while the mobile version, employing Sencha Touch 2 framework, was meant to be an access point only. RoloDeux enjoyed a number of custom-built widgets on top of the base libraries, including a custom ExtJS 4 component called Ext.ux.SchemaGrid. This component handles the dynamic generation of ExtJS data store, grid column definitions, form for creation and editing of records, and URLs for performing API requests to do CRUD operations. The back end sported a speedy and feature-rich SilkJS server connected to a MySQL database. The Object-Relational Mapping (ORM) implementation allows database tables to be defined as JavaScript objects. Extraneous JavaScript members in the field definitions for a Schema (table) are ignored by the ORM. This allows the programmer

2 to associate more interesting information about the field that SQL syntax does not allow. When you edit the Schema definitions, the ORM automatically manages the queries to the database to alter the tables there accordingly. We are about to show how this significant update to RoloDeux yielded minimum refactoring and maximum benefit on both back and front end in order to create a new, exciting product. DreamFactory Address Book Project Goals Modus Create teamed up with Dream Factory to implement and upgrade RoloDeux, the Address Book application to run on the new Dream Factory Services Platform (DSP). The application would demonstrate the use of the platform s API, exercise that API as it was being developed, and provide a working example application for Dream Factory to distribute to developers to learn the platform. The scope of the application was extended quite a bit to include the creation of contact groups and the organization of contacts into one or more of these groups. The focus of the project would be on the mobile implementations, including a new Tablet implementation. The features of the desktop administrative application were enhanced minimally to facilitate the mobile implementations. The mobile implementations were enhanced to become fully functioning contact list management applications with the ability to create, edit, delete groups, contacts, and contact information. The application is to be served from the Services Platform. The intent is to show that front end developers can develop complex client-server applications using the platform. DreamFactory Services Platform Overview The DreamFactory Services Platform (DSP) provides a comprehensive palette of services for SQL Data, NoSQL Data, BLOB Storage, User Management, External Integration, and Application Hosting. The services are available through a REST interface that supports either JSON or XML documents. DreamFactory s document exchange architecture provides the perfect back end for low bandwidth but high performance mobile applications written in either HTML5 or native client technologies like ios. Developers who wish to use DSP sign up for an account at https:// Once logged in, a DSP instance may be launched from the user s dashboard.

3 Once the instance has been created and launched, it must be activated.

4 After activating the DSP, you are asked to create an initial system administrator account. The administrator credentials are on a per DSP basis and do not have to be the same as the ones used to create your account on https://www.dreamfactory.com/user/register. You have one main account to manage your DSP instances. Each DSP has its own concept of administrator and other users and roles. Once you have a DSP instance spun up, you can access its Launch Pad by clicking on the name from the Dashboard screen.

5 You will have to log into the DSP s Launch Pad using the administrator credentials you created for it. Upon successful login, you may administer the instance from the Launch Pad.

6 From the navigation menu on the left, you may create and manage one or more applications, manage users and roles, manage services, and so on. There is also live Swagger based documentation for the DSP Rest API. Here you can read the documentation for the various methods and interactively try them out. For the purposes of discussing the address book application, the screen shots show the application already created and set up. The database tables are managed using the Manage Schema interface. For the address book, the JSON used to create the tables can be found in the schema/ directory.

7 The tables were created from the JSON in the GitHub repository using the Import JSON Schema feature: The JSON is simply copied into the textarea and the table is created by clicking on the Create Table button. The JSON may later be modified and imported again to update the existing table.

8

9 To deploy your application files on the WWW server, there s a file manager that lets you browse the directory structure of your deployed app and even edit the text files in your browser. Click on the folder icon next to your application. For a project like the address book, which includes both ExtJS 4 and Sencha Touch 2 libraries, and consisting of numerous client side script files, developing your project through the file manager interface is not ideal. Developers like to use their preferred programming tools and source code control systems; these things are not supported by DSP yet. Fortunately, the file manager provides an Upload File button that makes deploying an entire project a snap! In the GitHub repository, there is a build.sh script that creates a.zip file of the application s files (df.zip). This.zip file can be deployed via the Launch Pad s Upload File feature.

10 Make sure to check the two checkboxes indicated. These assure the zip file is unpacked and its contents entirely replaces the application deployed. For the Address Book application, the.zip file is 19 MB. Via broadband cable modem connection, it is uploaded, unpacked, and thus fully deployed in a minute or less. Local Development The address book application was developed originally on a imac workstation and GitHub for source code control. The DSP version was a fork of the GitHub repository made into a new repository, and using the imac and Apache for local development. In the GitHub repository, there is an extras/ folder that contains a df-vhost.sample file. This file contains the configuration for an Apache virtual host named df that uses mod_proxy to implement a reverse proxy for the DSP API URLs. You will need to merge this vhost configuration into your /etc/apache2/httpd.conf file and edit the DocumentRoot path and the ProxyPass/ProxyPassReverse URLs are correct for your file system and your DSP server. You ll have to add a line to your /etc/hosts file as well, for the df host: df

11 Now when you point your browser at you will get the locally served HTML, CSS, JavaScripts, images, etc. There are two considerations when using this scheme for local development. First, the URL and host for cookies set by your app will be df. If you log into the Launch Pad for your DSP, you will have a different cookie set to show you re logged in. You will have to perform a login API call from your locally deployed version to access the rest of the API. Second, URLs generated or used to access the Dream Factory API for your DSP will be prefixed by /service/ so they ll be proxied to and from your DSP instance. Fortunately, this is already done automatically by a common (between ExtJS and Sencha Touch) common.dreamfactory API class. DreamFactory API The common.dreamfactory class can be found in the file docroot/common/ DreamFactory.js. It implements the Document Services REST API Version 0.6, roughly as of February 28. This is a document provided by Dream Factory before launch of the DSP service. The common.dreamfactory class is used in both the mobile and desktop applications. It is a singleton class, which means you can simply call its methods as needed. The method names are consistent with the API call documentation. The methods themselves are asynchronous in nature - they process function arguments, generate API URLs accordingly, perform AJAX requests to the DSP instance, and then call an application supplied callback method on completion. For example, to login, you d call: common.dreamfactory.login(username, password, callback); The callback function will be called with a JavaScript object consistent with the expected response from the API call. In this case, a User object (see Users and Roles in the Launch Pad) or an error indication. The class determines if the code is running from a DSP instance and uses a direct URL if so, otherwise it uses the /service/ prefix to use the Apache reverse proxy for local development. In some cases, you will nest calls to the API methods within callbacks of other calls to API methods. This would be the case for complex database interaction that require multiple queries not directly supported by the DreamFactory API.

12 Application Structure The address book application is structured as two distinct applications, desktop and mobile, within its own directory structure but as a single application as far as the deployment is concerned. As mentioned already, the common.dreamfactory class is shared between the two. The desktop version is a fairly traditional ExtJS 4 application. The mobile version is a Sencha Touch 2 application that uses the profiles feature to implement both phone and tablet presentations from a (mostly) single code base. The application may be launched from the pull down menu on the DSP Launch Pad page or by directly accessing the application s URL from a browser or mobile device. The index.html page for the Address Book application is only a simple JavaScript program that detects whether browser is a mobile one or not. If it is, the browser is redirected to the URL for mobile version of Address Book, otherwise it is redirected to the URL for the desktop version. Sencha Touch apps do not work well when run within iframes, so the redirect assures the app is run in the top document. The desktop version will run in the Launch Pad s iframe. Upon application start (desktop and mobile), the SilkJS style JSON is loaded via an AJAX request. The resulting Objects are used to drive the grids, forms, etc., for the application. If the database Schema is changed, the JSON file needs to be edited to reflect the change as well. The desktop application can be found in the GitHub repository docroot/desktop directory. The mobile application can be found in docroot/mobile.

13 Desktop Application The desktop application features a tab panel, initially with Contacts and Groups tabs. Within each tab is an ab.ux.schemagrid component. The SchemaGrid is driven off the schemas JSON that is loaded at application start. One SchemaGrid presents records for Contacts, another presents the Groups records. The Add, Edit, and Delete buttons are managed by the SchemaGrid component. The Filter text field is a configurable option to the SchemaGrid.

14 Selecting a record and clicking on the Edit button brings up the Edit Record dialog. The fields in the form are driven from the JSON schema as well. Of note here is the Groups field, which is a custom ExtJS component called DataSourceField. There are tables of ContactGroups and Contacts in the database. There is a ContactRelationships table that simply binds a Contact record to a ContactGroup record. This structure allows for an arbitrary number of Contact records, an arbitrary number of ContactGroup records, and an arbitrary number of associations of Contacts to ContactGroups. In order to represent the membership of a Contact in ContactGroups, the DataSourceField renders all the Groups as Checkbox fields. Where there is a ContactRelationship record binding the Contact to a ContactGroup, the Checkbox is checked. The DataSource field works with two sets of values: the set of all possible values and the set of selected values. Submitting the form with the DataSourceField requires some extra work. The value of the field is really a set of ContactRelationships records that need to exist in the database after the Contact record is saved. It s complicated by the fact that a relationship may exist before the Contact is edited (checked) and the user unchecks the Checkbox for the ContactGroup. So all existing ContactRelationship records for the Contact are removed, then new ones added to reflect the selected Checkboxes.

15 Double clicking on a Contact record in the Contacts grid opens a new Tab where the user can edit ContactInfo records associated with the Contact. The idea is that a Contact may have multiple phone numbers, multiple addresses, etc. The app currently defines three types of ContactInfo: Work, Home, and Mobile. The ContactInfo records are managed by SchemaGrid as well. The optional Filter text field is not used here. The Tab containing the ContactInfo records grid is closable.

16 The mechanisms for maintaining ContactGroups are the same as for maintaining the Contacts. The Groups Tab contains a SchemaGrid that enables CRUD operations on the Groups records. Deleting a ContactGroup record requires all the ContactRelationship records for that ContactGroup to be deleted from the database. Similarly, deleting a Contact requires the associated ContactRelationship records to be deleted from the database. Mobile Application The mobile application is mostly a single code base, using Sencha Touch s profiles feature to define code specific to running on a phone or tablet. As with the desktop application, many of the forms and displays are driven from the JSON schema that is loaded at startup. While developing locally, will load the mobile application with the Phone profile into the browser. will load the mobile application with the Tablet profile into the browser. When running the application from the DSP instance, the device type is detected and appropriate profile is automatically selected. Google Chrome s Developer Tools has a handy feature for developing for Phone and Tablet configurations.

17 From the Developer Tools settings (gear icon in lower right corner), select Overrides. On the form that is presented, you can select a User Agent and Device metrics. The Device metrics shown is for iphone in portrait orientation. The button to the right of the width and height Screen resolution fields toggles between portrait and landscape. Phone Profile The user is initially presented with a credentials form. Any username and password he enters is saved in local storage on the device and shown the next time the application is run. The credentials used are for Users (and Roles) set up in the Launch Pad back end for the DSP instance.

18 The initial screen shown after logging in is the ContactGroups list. This component is shared between the Phone and Tablet profiles. The button in the upper right allows the user to add a new ContactGroup.

19

20 Selecting a ContactGroup from the ContactGroups list reveals the Contacts list. This list component is shared between the two profiles. The All Contacts group is not a true group. It is not stored in the database or processed like the other groups. It is forced to be the first group in the ContactGroups list. It allows the selection of all contacts, to be shown, regardless of ContactGroup membership.

21 Entering text in the Search field filters the list as expected.

22 Selecting a Contact from the Contacts list reveals the Contact Details for the selected contact. The Contact Details component is shared between the two profiles.

23 Tapping on the values of the fields does what makes sense for the type of field. Tapping on the phone number dials the number. Tapping on the address opens the mail client to send mail. Tapping on the address opens the maps application to show the location. From the Contact Details card, the Contact information can be edited.

24 To edit the ContactGroups memberships for a Contact, a mobile.ux.datasourcefield component was created. It works similarly to the desktop implementation.

25 The interface for deleting ContactGroups and Contacts is via a leftward swipe on the list display. That is, swipe left on the item to be deleted and a Delete button appears.

26 swipe

27 Tablet Profile As with the Phone profile, the user is initially presented with a credentials form. Any username and password he enters is saved in local storage on the device and shown the next time the application is run. The credentials used are for Users (and Roles) set up in the Launch Pad back end for the DSP instance. After log in, the tablet layout of the mobile application is displayed.

28 The layout consists of two columns. The left column is designed to navigate through the ContactGroups and Contacts. The ContactGroup list component is on top and the Contact list component is below that. The exact configuration of the add buttons and search box are appropriate for this layout. The right column is used to display and edit the selected Contact information. Selecting a group from the ContactGroups list filters the Contacts list below.

29 Typing into the search box filters the Contacts list as well.

30 Selecting a Contact from the Contact list displays the Contact s details on the right.

31 The Contact can be edited by tapping on the Edit button in the upper right corner.

32 The mobile DataSourceField is used in the Tablet profile as well.

33 Though the ContactGroups list, Contacts list, Contact editor form, etc. are common between the Phone and Tablet profiles, there were some challenges to deal with for the Tablet. On the Phone, only one list, detail display, or editor is shown at a time. When you navigate to a card, its contents can be refreshed with the latest data from the server. For the Tablet, the user can interact with the ContactGroups list while the Contact editor is shown on the right. Or the user can interact with the Contacts list.

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