cocoon

Cocoon makes it easier to handle nested forms.

Nested forms are forms that handle nested models and attributes in one form; e.g. a project with its tasks or an invoice with its line items.

Cocoon is form builder-agnostic, so it works with standard Rails, Formtastic, or SimpleForm. It is compatible with rails 3, 4 and 5.

This project is not related to Apache Cocoon.

Prerequisites

This gem depends on jQuery, so it's most useful in a Rails project where you are already using jQuery. Furthermore, I would advise you to use either Formtastic or SimpleForm.

Installation

Inside your Gemfile add the following:

gem "cocoon"

Please note that for rails 4 you will need at least v1.2.0 or later.

Rails 3.1+/Rails 4/Rails 5

Add the following to application.js so it compiles to the asset pipeline:

//= require cocoon

Rails 3.0.x

If you are using Rails 3.0.x, you need to run the installation task (since rails 3.1 this is no longer needed):

rails g cocoon:install

This will install the Cocoon JavaScript file. In your application layout, add the following below the default javascripts:

= javascript_include_tag :cocoon

Basic Usage

Suppose you have a Project model:

rails g scaffold Project name:string description:string

And a project has many tasks:

rails g model Task description:string done:boolean project:belongs_to

Your models are associated like this:

class Project < ActiveRecord::Base
  has_many :tasks, inverse_of: :project
  accepts_nested_attributes_for :tasks, reject_if: :all_blank, allow_destroy: true
end

class Task < ActiveRecord::Base
  belongs_to :project
end

Rails 5 Note: since rails 5 a belongs_to relation is by default required. While this absolutely makes sense, this also means associations have to be declared more explicitly. When saving nested items, theoretically the parent is not yet saved on validation, so rails needs help to know the link between relations. There are two ways: either declare the belongs_to as optional: false, but the cleanest way is to specify the inverse_of: on the has_many. That is why we write : has_many :tasks, inverse_of: :project

Now we want a project form where we can add and remove tasks dynamically. To do this, we need the fields for a new or existing task to be defined in a partial named _task_fields.html.

Strong Parameters Gotcha

To destroy nested models, rails uses a virtual attribute called _destroy. When _destroy is set, the nested model will be deleted. If the record is persisted, rails performs id field lookup to destroy the real record, so if id wasn't specified, it will treat current set of parameters like a parameters for a new record.

When using strong parameters (default in rails 4), you need to explicitly add both :id and :_destroy to the list of permitted parameters.

E.g. in your ProjectsController:

  def project_params
    params.require(:project).permit(:name, :description, tasks_attributes: [:id, :description, :done, :_destroy])
  end

Examples

Cocoon's default configuration requires link_to_add_association and associated partials to be properly wrapped with elements. The examples below illustrate simple layouts.

Please note these examples rely on the haml gem (click here for the default erb views).

Formtastic

In our projects/_form partial we'd write:

= semantic_form_for @project do |f|
  = f.inputs do
    = f.input :name
    = f.input :description
    %h3 Tasks
    #tasks
      = f.semantic_fields_for :tasks do |task|
        = render 'task_fields', f: task
      .links
        = link_to_add_association 'add task', f, :tasks
    = f.actions do
      = f.action :submit

And in our _task_fields partial we'd write:

.nested-fields
  = f.inputs do
    = f.input :description
    = f.input :done, as: :boolean
    = link_to_remove_association "remove task", f

The example project cocoon_formtastic_demo demonstrates this.

SimpleForm

In our projects/_form partial we'd write:

= simple_form_for @project do |f|
  = f.input :name
  = f.input :description
  %h3 Tasks
  #tasks
    = f.simple_fields_for :tasks do |task|
      = render 'task_fields', f: task
    .links
      = link_to_add_association 'add task', f, :tasks
  = f.submit

In our _task_fields partial we write:

.nested-fields
  = f.input :description
  = f.input :done, as: :boolean
  = link_to_remove_association "remove task", f

The example project cocoon_simple_form_demo demonstrates this.

Standard Rails forms

In our projects/_form partial we'd write:

= form_for @project do |f|
  .field
    = f.label :name
    %br
    = f.text_field :name
  .field
    = f.label :description
    %br
    = f.text_field :description
  %h3 Tasks
  #tasks
    = f.fields_for :tasks do |task|
      = render 'task_fields', f: task
    .links
      = link_to_add_association 'add task', f, :tasks
  = f.submit

In our _task_fields partial we'd write:

.nested-fields
  .field
    = f.label :description
    %br
    = f.text_field :description
  .field
    = f.check_box :done
    = f.label :done
  = link_to_remove_association "remove task", f

How it works

Cocoon defines two helper functions:

link_to_add_association

This function adds a link to your markup that, when clicked, dynamically adds a new partial form for the given association. This should be called within the form builder.

link_to_add_association takes four parameters:

• name: the text to show in the link
• f: the form builder
• association: the name of the association (plural) of which a new instance needs to be added (symbol or string).
• html_options: extra html-options (see link_to There are some special options, the first three allow to control the placement of the new link-data:
  • data-association-insertion-traversal : the jquery traversal method to allow node selection relative to the link. closest, next, children, etc. Default: absolute selection
  • data-association-insertion-node : the jquery selector of the node as string, or a function that takes the link_to_add_association node as the parameter and returns a node. Default: parent node
  • data-association-insertion-method : jquery method that inserts the new data. before, after, append, prepend, etc. Default: before
  • data-association-insertion-position : old method specifying where to insert new data.
    • this setting still works but data-association-insertion-method takes precedence. may be removed in a future version.
  • partial: explicitly declare the name of the partial that will be used
  • render_options : options passed through to the form-builder function (e.g. simple_fields_for, semantic_fields_for or fields_for). If it contains a :locals option containing a hash, that is handed to the partial.
  • wrap_object : a proc that will allow to wrap your object, especially useful if you are using decorators (e.g. draper). See example lower.
  • force_non_association_create: if true, it will not create the new object using the association (see lower)
  • form_name : the name of the form parameter in your nested partial. By default this is f.
  • count : the number of nested items to insert at once. Default 1.

Optionally, you can omit the name and supply a block that is captured to render the link body (if you want to do something more complicated).

:render_options

Inside the html_options you can add an option :render_options, and the containing hash will be handed down to the form builder for the inserted form.

When using Twitter Bootstrap and SimpleForm together, simple_fields_for needs the option wrapper: 'inline' which can be handed down as follows:

(Note: In certain newer versions of simple_form, the option to use is wrapper: 'bootstrap'.)

= link_to_add_association 'add something', f, :something,
    render_options: { wrapper: 'inline' }

To specify locals that needed to handed down to the partial:

= link_to_add_association 'add something', f, :something,
    render_options: {locals: { sherlock: 'Holmes' }}

:partial

To override the default partial name, e.g. because it shared between multiple views:

= link_to_add_association 'add something', f, :something,
    partial: 'shared/something_fields'

:wrap_object

If you are using decorators, the normal instantiation of the associated object will not be enough. You actually want to generate the decorated object.

A simple decorator would look like:

class CommentDecorator
  def initialize(comment)
    @comment = comment
  end

  def formatted_created_at
    @comment.created_at.to_formatted_s(:short)
  end

  def method_missing(method_sym, *args)
    if @comment.respond_to?(method_sym)
      @comment.send(method_sym, *args)
    else
      super
    end
  end
end

To use this:

= link_to_add_association('add something', @form_obj, :comments,
    wrap_object: Proc.new {|comment| CommentDecorator.new(comment) })

Note that the :wrap_object expects an object that is callable, so any Proc will do. So you could as well use it to do some fancy extra initialisation (if needed). But note you will have to return the (nested) object you want used. E.g.

= link_to_add_association('add something', @form_obj, :comments,
    wrap_object: Proc.new { |comment| comment.name = current_user.name; comment })

:force_non_association_create

In normal cases we create a new nested object using the association relation itself. This is the cleanest way to create a new nested object.

This used to have a side-effect: for each call of link_to_add_association a new element was added to the association. This is no longer the case.

For backward compatibility we keep this option for now. Or if for some specific reason you would really need an object to be not created on the association, for example if you did not want after_add callback to be triggered on the association.

Example use:

= link_to_add_association('add something', @form_obj, :comments,
    force_non_association_create: true)

By default :force_non_association_create is false.

link_to_remove_association

This function will add a link to your markup that, when clicked, dynamically removes the surrounding partial form. This should be placed inside the partial _<association-object-singular>_fields.

It takes three parameters:

• name: the text to show in the link
• f: referring to the containing form-object
• html_options: extra html-options (see link_to)

Optionally you could also leave out the name and supply a block that is captured to give the name (if you want to do something more complicated).

Optionally, you can add an html option called wrapper_class to use a different wrapper div instead of .nested-fields. The class should be added without a preceding dot (.).

Note: the javascript behind the generated link relies on the presence of a wrapper class (default .nested-fields) to function correctly.

Example:

= link_to_remove_association('remove this', @form_obj,
  { wrapper_class: 'my-wrapper-class' })

Callbacks (upon insert and remove of items)

On insertion or removal the following events are triggered:

• cocoon:before-insert: called before inserting a new nested child, can be canceled
• cocoon:after-insert: called after inserting
• cocoon:before-remove: called before removing the nested child, can be canceled
• cocoon:after-remove: called after removal

To listen to the events in your JavaScript:

  $('#container').on('cocoon:before-insert', function(e, insertedItem, originalEvent) {
    // ... do something
  });

...where e is the event and the second parameter is the inserted or removed item. This allows you to change markup, or add effects/animations (see example below). originalEvent is also passed and references the event that triggered an insertion or removal (e.g. the click event on the link to add an association)

If in your view you have the following snippet to select an owner:

#owner
  #owner_from_list
    = f.association :owner, collection: Person.all(order: 'name'), prompt: 'Choose an existing owner'
  = link_to_add_association 'add a new person as owner', f, :owner

This will either let you select an owner from the list of persons, or show the fields to add a new person as owner.

The callbacks can be added as follows:

$(document).ready(function() {
    $('#owner')
      .on('cocoon:before-insert', function() {
        $("#owner_from_list").hide();
        $("#owner a.add_fields").hide();
      })
      .on('cocoon:after-insert', function() {
        /* ... do something ... */
      })
      .on("cocoon:before-remove", function() {
        $("#owner_from_list").show();
        $("#owner a.add_fields").show();
      })
      .on("cocoon:after-remove", function() {
        /* e.g. recalculate order of child items */
      });

    // example showing manipulating the inserted/removed item

    $('#tasks')
      .on('cocoon:before-insert', function(e,task_to_be_added) {
        task_to_be_added.fadeIn('slow');
      })
      .on('cocoon:after-insert', function(e, added_task) {
        // e.g. set the background of inserted task
        added_task.css("background","red");
      })
      .on('cocoon:before-remove', function(e, task) {
        // allow some time for the animation to complete
        $(this).data('remove-timeout', 1000);
        task.fadeOut('slow');
      });
});

Note that for the callbacks to work there has to be a surrounding container to which you can bind the callbacks.

When adding animations and effects to make the removal of items more interesting, you will also have to provide a timeout. This is accomplished by the following line:

$(this).data('remove-timeout', 1000);

You could also immediately add this to your view, on the .nested-fields container (or the wrapper_class element you are using).

Canceling a Callback

You can cancel an action from occurring, either an insertion or removal, within the before-<action> callback by calling event.preventDefault() anywhere within the callback.

For example:

  $('#container').on('cocoon:before-insert', function(event, insertedItem) {
    var confirmation = confirm("Are you sure?");
    if( confirmation === false ){
      event.preventDefault();
    }
  });

Control the Insertion Behaviour

The default insertion location is at the back of the current container. But we have added two data- attributes that are read to determine the insertion-node and -method.

For example:

$(document).ready(function() {
    $("#owner a.add_fields").
      data("association-insertion-method", 'before').
      data("association-insertion-node", 'this');
});

The association-insertion-node will determine where to add it. You can choose any selector here, or specify this. Also, you can pass a function that returns an arbitrary node. The default is the parent-container, if you don't specify anything.

The association-insertion-method will determine where to add it in relation with the node. Any jQuery DOM Manipulation method can be set but we recommend sticking to any of the following: before, after, append, prepend. It is unknown at this time what others would do.

The association-insertion-traversal will allow node selection to be relative to the link.

For example:

$(document).ready(function() {
    $("#owner a.add_fields").
      data("association-insertion-method", 'append').
      data("association-insertion-traversal", 'closest').
      data("association-insertion-node", '#parent_table');
});

(if you pass association-insertion-node as a function, this value will be ignored)

Note, if you want to add templates to the specific location which is:

• not a direct parent or sibling of the link
• the link appears multiple times - for instance, inside a deeply nested form

you need to specify association-insertion-node as a function.

For example, suppose Task has many SubTasks in the Example, and have subtask forms like the following.

.row
  .col-lg-12
    .add_sub_task= link_to_add_association 'add a new sub task', f, :sub_tasks
.row
  .col-lg-12
    .sub_tasks_form
      fields_for :sub_tasks do |sub_task_form|
        = render 'sub_task_fields', f: sub_task_form

Then this will do the thing.

$(document).ready(function() {
    $(".add_sub_task a").
      data("association-insertion-method", 'append').
      data("association-insertion-node", function(link){
        return link.closest('.row').next('.row').find('.sub_tasks_form')
      });
});

Partial

If no explicit partial name is given, cocoon looks for a file named _<association-object_singular>_fields. To override the default partial use the :partial option.

For the JavaScript to behave correctly, the partial should start with a container (e.g. div) of class .nested-fields, or a class of your choice which you can define in the link_to_remove_association method.

There is no limit to the amount of nesting, though.

I18n

As you seen in previous sections, the helper method link_to_add_association treats the first parameter as a name. Additionally, if it's skipped and the form object is passed as the first one, then Cocoon names it using I18n.

It allows to invoke helper methods like this:

= link_to_add_association form_object, :tasks
= link_to_remove_association form_object

instead of:

= link_to_add_association "Add task", form_object, :tasks
= link_to_remove_association "remove task", form_object

Cocoon uses the name of association as a translations scope key. If custom translations for association is not present it fallbacks to default name. Example of translations tree:

en:
  cocoon:
    defaults:
      add: "Add record"
      remove: "Remove record"
    tasks:
      add: "Add new task"
      remove: "Remove old task"

Note that link_to_remove_association does not require association name as an argument. In order to get correct translation key, Cocoon tableizes class name of the target object of form builder (form_object.object from previous example).

Note on Patches/Pull Requests

• Fork the project.
• Make your feature addition or bug fix.
• Add tests for it. This is important so I don't break it in a future version unintentionally.
• Commit, do not mess with rakefile, version, or history. (if you want to have your own version, that is fine but bump version in a commit by itself I can ignore when I pull)
• Send me a pull request. Bonus points for topic branches.

Contributors

The list of contributors just keeps on growing. Check it out! I would really really like to thank all of them. They make cocoon more awesome every day. Thanks.

Todo

• add more sample relations: has_many :through, belongs_to, ...
• improve the tests (test the javascript too)(if anybody wants to lend a hand ...?)

Copyright

Copyright (c) 2010 Nathan Van der Auwera. See LICENSE for details.

Not Related To Apache Cocoon

Please note that this project is not related to the Apache Cocoon web framework project.

Apache Cocoon, Cocoon, and Apache are either registered trademarks or trademarks of the Apache Software Foundation in the United States and/or other countries.