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Easy enum for your models, objects and views

branch: master
README.rdoc

enumerated_attribute

Easily code enumerations for your models and expose them as drop-down lists with the enum_select helper, or use any of enumerated_attribute features to simplify coding enumerations in any Ruby object.

Resources

Development

Source

  • git://github.com/jeffp/enumerated_attribute.git

Install

  • sudo gem install enumerated_attribute

Notice

  • Rails 3 … dynamic finders working… should be rails3 ready. We are completing form tests.

  • Rails 2.3.8 breaks find_or_create_by_… and find_or_initialize_by_… methods. Write me if you gotta have it… otherwise happy Rails3.

  • Write cleaner code … implement state patterns for your enumerated attributes (enumerated_state)

How to submit an Issue

If something needs fixed, please submit issues to this Github project in the Issues tab and provide a series of FAILING RSPEC tests that I can drop into the current RSpec test framework and run with little to no coersing. Thanks.

Contributors

  • Lailson Bandeira - Rails 3 updates

Description

Typically, in Ruby, enumerated attributes are implemented with strings, symbols or constants. Often the developer is burdened with repeatedly defining common methods in support of each attribute. enumerated_attribute provides a DRY implementation for enumerations in Rails. Repetitive code such as initializers, accessors, predicate and enumeration methods are automatically generated along with the following features:

  • ActiveRecord integration

  • ActionView form helpers

  • Scaffold generator integration

  • Definable enumeration labels

  • Enum helper methods

  • Dynamic predicate methods

  • Initialization

  • State pattern support (enumerated_state)

Setup

For a Ruby application, install the gem and require it

require 'enumerated_attribute'

or for a rails application configure the gem in the config block of the config/environment.rb file

config.gem "enumerated_attribute"

and run the gem install rake task

rake gems:install

Rails Example

Here's an example of enumerated_attribute features in a Rails application:

In the migration, declare your enumeration attributes with enum

create_table :users, :force=>true do |t|
  t.string :first_name
  t.enum :gender
  t.enum :degree
  ...
end

Define the enumerations in your models with enum_attr

class User < ActiveRecord::Base
  enum_attr :gender, %w(male female)
  enum_attr :degree, %w(^none high_school college graduate)
end

Expose the enumeration in your forms with enum_select

<% form_for :user do |f| %>
  <%= f.label :user %> <%= f.text_field :first_name %><br/>
  <%= f.label :gender %> <%= f.enum_select :gender %><br/>
  <%= f.label :degree %> <%= f.enum_select :degree %><br/>
  <%= submit_tag 'save' %>
<% end %>

or generate a scaffold with one of your favorite scaffold generators. Currently supports most scaffold generators including scaffold, wizardly_scaffold, nifty_scaffold, rspec_scaffold, and haml_scaffold. See the section 'Generating Scaffolds' below.

The select options text can be customized. See 'Customizing Labels' in the Integration section.

Ruby Example

Here's an example of enumerated_attribute features in a Ruby application:

require 'enumerated_attribute'

class Tractor
  enum_attr :gear, %w(reverse ^neutral first second over_drive)

end

t = Tractor.new
t.gear                            # => :neutral
t.neutral?                        # => true
t.gear_next                       # => :first
t.not_neutral?                    # => true
t.gear_previous                   # => :neutral
t.gear = :second                  # => :second
t.gear_is_not_in_first?           # => true

An explanation of the above features and their usage follows.

Usage

Defining the Attribute

Defining an enumerated attribute is as simple as this:

require 'enumerated_attribute'

class Tractor
  enumerated_attribute :gear, %w(reverse neutral first second over_drive)

  def initialize
    @gear = :neutral
  end
end

Notice the plugin enumerated_attribute is required at the top of the code. The require line must be added at least once at some point in the code. It is not included in subsequent examples.

The above code uses enumerated_attribute to define an attribute named 'gear' with five enumeration values. In general, enumerated_attribute takes three parameters: the name of the attribute, an array of enumeration values (either symbols or strings), and an optional hash of options (not shown above). The complete form of enumerated_attribute looks like this:

enumerated_attribute :name, array_of_enumerations, hash_of_options

Defining the attribute :gear has done a number things. It has generated an instance variable '@gear', read/write accessors for the attribute and support methods for the enumeration, such as incrementor and decrementor methods. These methods are demonstrated below using the Tractor class above:

Tractor.instance_methods(false)
# =>["gear", "gear=", "gears", "gear_next", "gear_previous", ...

t = Tractor.new
t.gear                            # => :neutral
t.gear = :reverse                 # => :reverse
t.gear                            # => :reverse
t.gear = :third
# => ArgumentError: 'third' is not an enumerated value for gear attribute

t.gears                           # => [:reverse, :neutral, :first, :second, :over_drive]
t.gear_next                       # => :neutral
t.gear_previous                   # => :reverse
t.gear_previous                   # => :over_drive

The plugin has defined gear and gear= accessors for the attribute. They can be used to set the attribute to one of the defined enumeration values. Attempting to set the attribute to something besides a defined enumeration value raises an ArgumentError.

gear_next and gear_previous are incrementors and decrementors of the attribute. The increment order is based on the order of the enumeration values in the attribute definition. Both the incrementor and decrementor will wrap when reaching the boundary elements of the enumeration array. For example:

t.gear = :second
t.gear_next                       # => :over_drive
t.gear_next                       # => :reverse

Dynamically-Generating Predicates Methods

Predicate methods are methods that query the state of the attribute, for instance, gear_is_neutral? is a predicate method that returns 'true' if the gear attribute is in the :neutral state. By default, predicate methods are not predefined, instead, they are dynamically generated. The plugin will evaluate and respond to methods adhering to a format that it can associate with an attribute name and one of the attribute's enumeration values. enumerated_attribute recognizes predicate methods of the following format:

{attribute name}_{anything}_{enumeration value}?

The predicate method must satisfy three requirements: it must begin with the name of the attribute, it must end with a question mark, and the question mark must be preceded with a valid enumeration value (all connected by underscores without colons). So we can write the following two predicate methods without any prior definition and the plugin will recognize, define and respond to them as demonstrated here:

t.gear= :neutral
t.gear_is_in_neutral?             # => true
t.gear_is_in_reverse?             # => false

The 'is_in' part of the methods above is merely semantic but enhances readability. The contents of the {anything} portion is completely at the discretion of the developer. However, there is one twist. The evaluation of a predicate method can be negated by including 'not' in the the middle {anything} section, such as here:

t.gear_is_not_in_neutral?         # => false
t.gear_is_not_in_reverse?         # => true

Basically, the shortest acceptable form of a predicate method is:

t.gear_neutral?                   # => true
t.gear_not_neutral?               # => false

Abbreviating Predicate Methods

In the case that an enumeration value is associated with only one attribute, the attribute name can be left out of the predicate method name. The plugin will infer the attribute from the enum value in the method name. The abbreviate format can be written like this:

{anything}{_}{enumeration value}?

And results in the following possibilities:

t.gear = :neutral
t.neutral?                        # => true
t.is_neutral?                     # => true
t.not_neutral?                    # => false
t.is_not_neutral?                 # => false

Calling the abbreviated form of the method containing an enumeration value belonging to two or more attributes throws an AmbiguousMethod error.

Initializing Attributes

The plugin provides a few ways to eliminate setting the initial value of the attribute in the initialize method. Two ways are demonstrated here:

class Tractor
  enum_attr :gear, %w(reverse ^neutral first second third)
  enum_attr :front_light, %w(off low high), :init=>:off
end

t = Tractor.new
t.gear                            # => :neutral
t.front_light                     # => :off

Note enumerated_attribute can be abbreviated to enum_attr. The abbreviated form will be used in subsequent examples.

The first and simplest way involves designating the initial value by prepending a carot '^' to one of the enumeration values in the definition. The plugin recognizes that the gear attribute is to be initialized to :neutral. Alternatively, the :init option can be used to indicate the initial value of the attribute.

Setting Attributes to nil

By default, the attribute setter allows nils unless the :nil option is set to false. When :nil is set to false, the attribute may initialize to nil, but may not be set to nil thereafter.

class Tractor 
  enum_attr :plow, %w(up down), :nil=>false
end

t = Tractor.new
t.plow                            # => nil
t.plow_nil?                       # => true
t.plow = :up                      # => :up
t.plow_is_nil?                    # => false
t.plow_is_not_nil?                # => true
t.plow = nil                      # => raises error

Regardless of the :nil option setting, the plugin can dynamically recognize and define predicate methods for testing 'nil' values. The setter methods also treat empty strings (or '') as nil values.

Changing Method Names

The plugin provides options for changing the method names of the enumeration accessor, incrementor and decrementor (ie, gears, gear_next, gear_previous):

class Tractor
  enum_attr :lights, %w(^off low high), :plural=>:lights_values, 
      :inc=>'lights_inc', :dec=>'lights_dec'
end

t = Tractor.new
t.lights_values                   # => [:off, :low, :high]
t.lights_inc                      # => :low
t.lights_dec                      # => :off

By default, the plugin uses the plural of the attribute for the accessor method name of the enumeration values. The pluralization uses a simple algorithm which does not support irregular forms. In the case of 'lights' as an attribute, the default pluralization does not work, so the accessor can be changed using the :plural option. Likewise, the decrementor and incrementor have options :decrementor and :incrementor, or :inc and :dec, for changing their method names.

Defining Other Methods

In the case that other methods are required to support the attribute, the plugin provides a short-hand for defining these methods in the enumerated_attribute block.

class Tractor
  enum_attr :gear, %w(reverse ^neutral first second over_drive) do
    parked? :neutral
    driving? [:first, :second, :over_drive]
  end
end

t = Tractor.new
t.parked?                         # => true
t.driving?                        # => false

Two predicate methods are defined for the 'gear' attribute in the above example using the plugin's short-hand. The first method, parked?, defines a method which evaluates the code {@gear == :neutral}. The second method, driving?, evaluates to true if the attribute is set to one of the enumeration values defined in the array [:first, :second, :over_drive].

The same short-hand can be used to define methods where the attribute 'is not' equal to the indicated value or 'is not' included in the array of values.

class Tractor
  enum_attr :gear, %w(reverse ^neutral first second over_drive) do
    not_parked? is_not :neutral
    not_driving? is_not [:first, :second, :over_drive]
  end
end

Defining Other Methods With Blocks

For predicate methods requiring fancier logic, a block can be used to define the method body.

class Tractor
  enum_attr :gear, %w(reverse ^neutral first second over_drive) do
    parked? :neutral
    driving? [:first, :second, :over_drive]
  end
  enum_attr :plow, %w(^up down), :plural=>:plow_values do
    plowing? { self.gear_is_in_first? && @plow == :down }
  end
end

Here, a method plowing? is true if the gear attribute equates to :first and the plow attribute is set to :down. There is no short-hand for the block. The code must be complete and evaluate in the context of the instance.

Method definitions are not limited to predicate methods. Other methods can be defined to manipulate the attributes. Here, two methods are defined acting as bounded incrementor and decrementor of the gear attribute.

class Tractor
  enum_attr :gear, %w(reverse ^neutral first second over_drive) do
    parked? :neutral
    driving? [:first, :second, :over_drive]
    upshift { self.gear_is_in_over_drive? ? self.gear : self.gear_next }
    downshift { self.driving? ? self.gear_previous : self.gear }      
  end
end

t = Tractor.new
t.gear                            # => :neutral
10.times { t.upshift }
t.gear                            # => :over_drive
10.times { t.downshift }
t.gear                            # => :neutral

Methods upshift and downshift use the automatically generated incrementor and decrementor as well as a couple predicate methods. upshift increments the gear attribute until it reaches over_drive and does not allow a wrap around. downshift decrements until the attribute reaches neutral.

Integration

ActiveRecord integration

The plugin can be used with ActiveRecord. Enumerated attributes may be declared on column attributes or as independent enumerations. Declaring an enumerated attribute on a column attribute will enforce the enumeration using symbols. The enumerated column attribute must be declared as a STRING in the database schema. The enumerated attribute will be stored as a string but retrieved in code as a symbol. The enumeration functionality is consistent across integrations.

require 'enumerated_attribute'
require 'active_record'

class Order < ActiveRecord::Base	
  enum_attr :status, %w(^hold, processing, delayed, shipped)
  enum_attr :billing_status, 
    %w(^unauthorized, authorized, auth_failed, captured, capture_failed, closed)
end

o = Order.new
o.status                          # => :hold
o.billing_status                  # => :unauthorized
o.save!

o = Order.new(:invoice=>'43556334-W84', :status=>:processing, :billing=>:authorized)
o.save!
o.status                          # => :processing
o.invoice                         # => "43556334-W84"

Labels

Each enumeration value has a corresponding text label. The defaults are made up from the enumeration symbols. For the Tractor class example:

t=Tractor.new
t.enums(:gear)                    # => [:reverse, :neutral, :first, :second, :over_drive]
t.enums(:gear).labels             # => ['Reverse', 'Neutral', 'First', 'Second', 'Over drive']

The +enums(:attribute)+ method provides information about the attribute's enumerations. It is the same as the plural form of the attribute name. There are several kinds of information available from the enums method.

t=Tractor.new
e = t.enums(:plow)                # => [:up, :down]
e.labels                          # => ['Up', 'Down']
e.hash                            # => {:up=>'Up', :down=>'Down'}
e.select_options                  # => [['Up', 'up'], ['Down', 'down']]
e.label(:up)                      # => 'Up'

Customizing Labels

Labels can be customized as shown here:

class User < ActiveRecord::Base
  enum_attr :contact_options, %w(none phone email mail) do
    label :none=>'Please do not contact me'
    label :phone=>'I would like a representative to call me'
    label :email=>'I would like information via email'
    label :mail=>'I would like information mailed to me'
  end
end

Likewise, the labels can be provided on the same line

class Tractor
  enum_attr :gear, %w(reverse ^neutral first second over_drive) do
    labels :first=>'1st Gear', :second=>'2nd Gear', :over_drive=>'Over Drive'
  end
end

View Helpers

There are two enum_select helpers, one for use with form_for and one for use without it. An example for form_for was given in the examples at the beginning. Here's an example with the form_tag and a @user object.

<% form_tag :action=>:register do %>
  <%= label_tag 'First name' %>: <%= text_field :user, :first_name %><br/>
  <%= label_tag 'Gender' %>: <%= enum_select :user, :gender %><br/>
  <%= label_tag 'Degree' %>: <%= enum_select :user, :degree %><br/>
  ...
  <%= submit_tag 'Register' %>
<% end %>

Generating Scaffolds

You can generate views with enumerations using your favorite scaffold generator. Currently supports most scaffold generators including scaffold, wizardly_scaffold, nifty_scaffold, rspec_scaffold and haml_scaffold. For most scaffolds there are two steps. First, generate the scaffold views and migrations using the 'enum' type for enumerations

./script/generate scaffold contractor name:string gender:enum age:integer status:enum

Second, do not forget to add the enum_attr macro to the generated model and migrate the database

class Contractor < ActiveRecord::Base
  enum_attr :gender, %w(male female)
  enum_attr :status, %w(available unavailable)
end

Formtastic integration

You can display the select input in a Formtastic form with a little monkey patching. First, extend Formtastic with an initializer:

require 'formtastic'

module Formtastic #:nodoc:
  class SemanticFormBuilder #:nodoc:
    def enum_input(method, options)
      unless options[:collection]
        enum = @object.enums(method.to_sym)
        choices = enum ? enum.select_options : []
        options[:collection] = choices
      end
      if (value = @object.__send__(method.to_sym))
        options[:selected] ||= value.to_s
      else
        options[:include_blank] ||= true
      end
      select_input(method, options)
    end
  end
end

Then specify the input type as enum in the forms:

form.input :gear, :as => :enum

Implementation Notes

New and Method_missing methods

The plugin chains both the 'new' and the 'method_missing' methods. Any 'new' and 'method_missing' implementations in the same class declaring an enumerated_attribute should come before the declaration; otherwise, the 'new' and 'method_missing' implementations must chain in order to avoid overwriting the plugin's methods. The best approach is shown here:

class Soup
  def self.new(*args)
    ...
  end

  private
  def method_missing(methId, *args, &blk)
    ...
  end

  enum_attr temp:, %w(cold warm hot boiling)
end

ActiveRecord

ActiveRecord's write_attribute and read_attribute methods do not support symbols for enumerated attributes.

Testing

The plugin uses jeweler, RSpec, and Webrat for testing. Make sure you have these gems installed:

gem install rspec webrat jeweler

To test the plugin for regular ruby objects, run:

rake spec:object

Testing ActiveRecord integration requires the install of Sqlite3 and the sqlite3-ruby gem. To test ActiveRecord, run:

rake spec:ar

And for testing enum_select in form views:

rake spec:forms

To test all specs:

rake spec:all

Dependencies

  • ActiveRecord (but not required)

  • Sqlite3 and sqlite3-ruby gem (for testing)

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