@genesislcap/grid-pro

Genesis Foundation Grids

The @genesislcap/grid-pro package provides a collection of grid-related components and utilities for Genesis applications.

API Documentation

For more detailed information on API and configurations, please refer to the API documentation in the docs/api directory.

Features

• Easy integration: Quick setup with modern JavaScript frameworks and libraries.
• Customizable: support for custom headers, mapping values, text formatting, custom cell-renderers and more (more on grid options later).
• Flexible: when it comes to working with data grid-pro makes it easy by supporting filtering, editing, sorting, pagination (depending on configuration).
• Events and callbacks: There is a large number of events and callbacks provided by the grid, you can find details here.
• Simple Data or Connected Data: There are two main use cases for our Grid Pro component
  • Simple Data: when you have your own data model and flow (JSON, external/custom REST APIs, etc) but still want to use a rich data grid component with all its features (filtering, sorting, custom cell renderers, etc).
  • Connected Data: when you have a Data Server or Request Server available and ready to use, and you don't want to worry about handling data transformations, updates, deletes and cell renderers in the grid.
• State persistence: ability to save and restore grid state.
• Row models: support for both client-side and server-side row models.

Project Structure

• src/: Source code for the package, including cell-editors, cell-renderers, datasources and utility functions.
  • cell/: The Grid Pro Cell element and template
  • cell-editors/: predefined custom cell-editors for common data types including date, number, string, select, multiselect
  • cell-renderers/: predefined custom cell-renderers.
  • **column/ for a given column.
  • datasource/: Genesis Datasource elements, responsible for fetching data for the Grid Pro element (multiple implementations available, for both client-side and server-side row models).
  • external/: External assets such as fonts and styles for themes.
  • state-persistence/: Classes related to saving and restoring grid state.
  • tooltips/: Tooltip for errors that happen while syncing data with server after inline editing.
  • utils/: Utility functions.

Getting Started

Installation

To enable this module in your application, follow the steps below.

1. Add @genesislcap/grid-pro as a dependency in your package.json file. Whenever you change the dependencies of your project, ensure you run the $ npm run bootstrap command again. You can find more information in the package.json basics page.

{
  "dependencies": {
    "@genesislcap/grid-pro": "latest"
  },
}

Setup

Make sure the required grid components are registered with your design system. Depending on how the app was created this might have been setup for you automatically (genx cli / create). The design system name might vary (you can create a custom one for your app), using rapid in this example.

import { provideDesignSystem, baseComponents } from '@genesislcap/rapid-design-system';
import { rapidGridComponents } from '@genesislcap/rapid-grid-pro';

provideDesignSystem().register(baseComponents, rapidGridComponents);

Attributes

There are many attributes that can be set on a datasource component.

Resource Attributes

Some resource related attributes are DATASERVER or REQUEST_SERVER specific while others can be used with both.

Attributes that are common between DATASERVER and REQUEST_SERVER

Name	Type	Default	Description
resource-name	string	-	The name of the target Data Server query or Request Server requestReply.
is-snapshot	boolean	false	Request a snapshot from the server.
criteria	string	-	Clients can send a Groovy expression to perform filters on the query server; these remain active for the life of the subscription.
max-rows	number	-	Maximum number of rows to be returned as part of the initial message, and as part of any additional MORE_ROWS messages. This will not affect the number of rows displayed
view-number	number	-	The desired view/page you want data from.

DATASERVER only attributes

Name	Type	Default	Description
fields	string	-	This optional parameter allows you to select a subset of fields from the query if the client is not interested in receiving all of them.
max-view	number	-	Maximum number of rows to track as part of a client "view"
moving-view	boolean	false	If true, when the maximum number of rows defined in max-view is reached, the Data Server will start discarding the oldest rows (in terms of timestamp) and sending newer rows. If false, the updates in the server will be sent to the front end regardless of order. Note that this will only update the UI; no changes will be performed in the database.
order-by	string	-	This option can be used to select a Data Server index (defined in the Data Server query), which is especially useful if you want the data to be sorted in a specific way. By default, Data Server rows are returned in order of creation (from oldest database record to newest).
reverse	boolean	false	This option changes the Data Server index iteration. For example, if you are using the default index, the query will return rows in order from the newest database records to the oldest.

REQUEST_SERVER only attributes

Name	Type	Default	Description
disable-polling	boolean	false	This option disables polling if set to true (data updates for the grid will not be fetched automatically).
polling-interval	number	-	This option enables you to set a custom polling frequency (in milliseconds) for a Request Server resource. Note that this option only works with Request Server resources; if your resource is a Data Server query, your grid is updated in real time.
request	string	-	Similar to fields but for Request Server scenarios. This optional parameter enables you to specify request fields, which can include wildcards.
request-auto-setup	boolean	false	This option, if set to true, will automatically set up the request based on the datasources's metadata.

Component Attributes

There are additional attributes that can affect the behavior of a datasource component.

<grid-pro-client-side-datasource>

Name	Type	Default	Description
restart-on-reconnection	boolean	false	This option, if set to true, will force the resource data to be reloaded upon a reconnection event.
keep-col-defs-on-clear-row-data	boolean	false	This option, if set to true, will retain column definitions upon a restart or clearRowData event.

<grid-pro-server-side-datasource>

Name	Type	Default	Description
pagination	boolean	false	This option enables pagination if set to true, otherwise the behavior will be infinite-scroll.
zero-based-view-number	boolean	false	This option, if set to true, will make the starting VIEW_NUMBER zero-based (starting from 0 instead of 1).
live-updates	boolean	false	This option enables live updates for the grid if set to true.

More details about our datasource implementations here.

Usage - Simple Data example

import { ColDef, GridOptions } from '@ag-grid-community/core';
import { GridPro } from '@genesislcap/grid-pro';
import { customElement, DOM, GenesisElement, html, observable, ref } from '@genesislcap/web-core';

@customElement({
  name: 'simple-grid-example',
  template: html`
    <rapid-grid-pro ${ref('grid')}></rapid-grid-pro>
  `,
})
export class SimpleGridExample extends GenesisElement {
  @observable
  public grid: GridPro;

  private columnDefs: ColDef[] = [
    { headerName: '#', colId: 'rowNum', valueGetter: 'node.id', width: 80, pinned: 'left' },
    { headerName: 'Athlete', field: 'athlete', width: 150, pinned: 'left' },
    { headerName: 'Age', field: 'age', width: 90, pinned: 'left' },
    { headerName: 'Country', field: 'country', width: 150 },
    { headerName: 'Year', field: 'year', width: 90 },
    {
      headerName: 'Date',
      field: 'date',
      width: 110,
      filter: 'agDateColumnFilter',
      filterParams: {
        buttons: ['apply', 'reset'],
        browserDatePicker: true,
        comparator: (filterLocalDateAtMidnight, cellValue) => {
          // Handling '29/08/2004' date format - adjust as need to match your date format
          // https://www.ag-grid.com/javascript-data-grid/filter-date/
          const dateAsString = cellValue;
          if (dateAsString == null) return -1;
          const dateParts = dateAsString.split('/');
          const cellDate = new Date(
            Number(dateParts[2]),
            Number(dateParts[1]) - 1,
            Number(dateParts[0]),
          );
          if (filterLocalDateAtMidnight.getTime() === cellDate.getTime()) {
            return 0;
          }
          if (cellDate < filterLocalDateAtMidnight) {
            return -1;
          }
          if (cellDate > filterLocalDateAtMidnight) {
            return 1;
          }
          return 0;
        },
      },
    },
    { headerName: 'Sport', field: 'sport', width: 150, editable: true },
    { headerName: 'Gold', field: 'gold', width: 100 },
    { headerName: 'Silver', field: 'silver', width: 100 },
    { headerName: 'Bronze', field: 'bronze', width: 100 },
    { headerName: 'Total', field: 'total', width: 100, pinned: 'right' },
  ];

  private rowData = [
    {
      athlete: 'Michael Phelps',
      age: 27,
      country: 'United States',
      year: 2012,
      date: '12/08/2012',
      sport: 'Swimming',
      gold: 4,
      silver: 2,
      bronze: 0,
      total: 6,
    },
    {
      athlete: 'Natalie Coughlin',
      age: 25,
      country: 'United States',
      year: 2008,
      date: '24/08/2008',
      sport: 'Swimming',
      gold: 1,
      silver: 2,
      bronze: 3,
      total: 6,
      isActionDisabled: true,
    },
    // ...
  ];

  private gridOptions: GridOptions = {
    defaultColDef: {
      resizable: true,
      filter: true,
    },
    columnDefs: this.columnDefs,
    rowData: this.rowData,
  };

  connectedCallback() {
    super.connectedCallback();
    DOM.queueUpdate(() => {
      this.grid.gridOptions = this.gridOptions;
    });
  }
}

Usage - Connected Data example (client-side datasource)

@customElement({
  name: 'connected-grid-client-side-example',
  template: html`
    <rapid-grid-pro enable-row-flashing enable-cell-flashing>
      <grid-pro-client-side-datasource
        resource-name="ALL_TRADES"
        criteria="INSTRUMENT_ID == 'TSLA'"
      ></grid-pro-client-side-datasource>
    </rapid-grid-pro>
  `,
})
export class ConnectedGridClientSideExample extends GenesisElement {}

Usage - connected data example (server-side datasource)

Note: if pagination is set to false the grid will be in infinite scroll mode.

@customElement({
  name: 'connected-grid-server-side-example',
  template: html`
    <rapid-grid-pro enable-row-flashing enable-cell-flashing>
      <grid-pro-server-side-datasource
        resource-name="ALL_TRADES"
        criteria="INSTRUMENT_ID == 'TSLA'"
      ></grid-pro-server-side-datasource>
    </rapid-grid-pro>
  `,
})
export class ConnectedGridServerSideExample extends GenesisElement {}

Genesis Datasource

This folder contains implementations of Genesis datasource components, responsible for fetching data for Genesis Grid Pro components.

This document outlines the available features of our two “Grid Pro” datasources: <grid-pro-client-side-datasource> and <grid-pro-server-side-datasource>.

<grid-pro-client-side-datasource>

Client-Side Features

• Sorting: Order by any column, ASC or DESC.
• Filtering:
  • Filtering options are automatically generated, based on the resource’s metadata.
  • String Filters:
    • contains
    • not contains
    • equals
    • not equals
    • starts with
    • ends with
    • blank
    • not blank
  • Number/Date Filters:
    • equals
    • less than
    • less than or equal
    • greater than
    • greater than or equal
    • in range
• Filter Combinations (Max 2 filters can be combined):
  • filter1 AND filter2
  • filter1 OR filter2

Client-Side Notes

• Works with both DATASERVER and REQUEST_SERVER resources.
• Operations like sorting and filtering are performed on the client-side.
• Suitable for datasets that are small to medium in size and can be entirely loaded into the client.

<grid-pro-server-side-datasource>

Server-Side Features

• Sorting: Order by any INDEX column/field, ASC or DESC.
  • This is a server limitation. For each column that needs to have “sorting” the developer will need to have an INDEX for it. See more about indexes here.
  • By default, sorting is disabled on ALL columns… BUT if we detect valid ‘` indexes” from the metadata those column/fields will be setup to have sorting.
  • If the user attempts to force sortable we’ll check if it’s really ok to do that + warn in the logs about it + try to mention other available indexes.. if any at all.
• Filtering:
  • Filtering options are automatically generated, based on the resource’s metadata.
  • String filters
    • blank
    • contains
    • equals
    • notBlank
    • notEqual
    • wordStartsWith
  • Number filters
    • equals
    • notEqual
    • greaterThan
    • greaterThanOrEqual
    • lessThan
    • lessThanOrEqual
    • inRange
    • blank
    • notBlank
  • Date filters
    • equals
    • lessThan
    • greaterThan
    • inRange
    • isToday
    • blank
    • notBlank

Server-Side Notes

• Operations like sorting and filtering are pushed to the backend.
  • Filtering uses CRITERIA_MATCH param
  • Sorting uses ORDERY_BY param
  • Both work the same way, once filtering/sorting is applied the datasource component “resets itself”, basically starting a new stream with the updated params.
• LIMITATIONS
  • Sorting can only be applied to “index” fields/columns. Also mentioned here. More details here and here.
  • ROWS_COUNT doesn’t reflect the correct amount when a CRITERIA_MATCH (filtering) is applied. Example: X resource has 100 records. A criteria is specified so it returns only 50 records… the rows count sent from the server is still 100. Because of that we have to manually/locally calculate that.
• Suitable for large datasets where only a subset of data is loaded into the client based on user interactions.

---

Supported Row Models

We support all of the AG’s Row Models. More on JavaScript Grid: Row Models | AG Grid (ag-grid.com).

In the table below you can find a complete “feature list” of all the possibilities of client/server-side row models (and others too.. that can be manually enabled/integrated but we don’t expose any components for those yet).

It’s important to note that any client app can implement the other Row Models to their own needs. Our Grid Pro component is not tied to the datasource, it’s the opossite.. so datasources can be as specialized/customized as possible.

Infinite and Viewport row models are also supported but not offered "out of the box" (devs will have to create their own component).

Feature	Client-Side	Server-Side	Notes
All Data in Client	✓	✗	Free
Fetch Data as User Scrolls	✗	✓	Free
Row Sorting	(client)	(client OR server) our component is server-only	Free
Row Filtering	(client)	(client OR server) our component is server-only	Free
Quick Filter	✓	✓	Free
Floating Filters	✓	✓	Free
Dynamic Row Height	✓	✓	Free
Row Grouping	(client)	(server)	Paid (Enterprise)
Row Pivoting	(client)	(server)	Paid (Enterprise)
Lazy Loading Row Groups	✗	✓	Paid (Enterprise)
Value Aggregation	(client)	(server)	Paid (Enterprise)
Row Selection	✓	✓	Free
Specify Selectable Rows	✓	✓	Free
Header Checkbox Selection	✓	✓	Free
Range Selection	✓	✓	Free
Column Spanning	✓	✓	Free
Column Pinning	✓	✓	Free
Row Pinning	✓	✓	Free
Pagination	✓	✓	Free
Custom Filters	✓	✓	Free
Cell Editors	✓	✓	Free
Cell Renderers	✓	✓	Free
Value Getter	✓	✓	Free
Value Setter	✓	✓	Free
Value Formatter	✓	✓	Free
Value Parser	✓	✓	Free
Full Width Rows	✓	✓	Free
CSV Export	✓	(data on screen)	Free
Excel Export	✓	(data on screen)	Paid (Enterprise)
Clipboard Copy & Paste	✓	✓	Free
Update via Transaction	✓	✓	Free
Update via Async Transactions	✓	✓	Free

Summary

• Client-Side Datasource: Suitable for smaller datasets where all data can be loaded into the client. Operations like sorting and filtering are performed on the client-side.
• Server-Side Datasource: Ideal for large datasets, where operations are pushed to the backend to ensure performance and consistency. Data is fetched as needed based on user interactions.

Performance

DOM Virtualisation

DOM Virtualisation is a powerful technique that enhances the performance of grid components by only rendering the rows and columns that are currently visible in the viewport. This approach significantly reduces the memory footprint and improves the rendering speed, enabling all of our “grid components” to handle larger datasets more efficiently.

• How It Works: Instead of rendering all rows and columns, the grid dynamically generates the DOM elements for only the visible part of the dataset. As the user scrolls, rows and columns are created or destroyed on the fly, ensuring a smooth scrolling experience.
• Benefits:
  • Reduced memory usage since only a subset of rows and columns are in the DOM at any given time.
  • Faster initial rendering and improved responsiveness, even with large datasets.
  • Enhanced user experience with seamless scrolling and interaction.

For more details, visit the AG Grid DOM Virtualisation documentation (also available in Tabulator Virtual DOM)

Pagination

Pagination is another effective technique to improve performance in AG Grid by breaking down large datasets into smaller, manageable chunks or pages. This allows the grid to load and render only a subset of data at a time, significantly reducing the load on the client.

• How It Works: Data is divided into pages, and only the data for the current page is loaded and rendered. Users can navigate through pages using pagination controls.
• Benefits:
  • Minimizes the amount of data loaded into the client at any given time, enhancing performance.
  • Provides a structured way to navigate large datasets, improving usability.
  • Reduces the risk of browser crashes and memory overflow issues.

Combined Approach

By leveraging both DOM Virtualisation and Pagination, our “grid components” can efficiently manage and display larger datasets on the client-side. Here’s how these techniques work together:

• Initial Load: Only the data for the first page is loaded, minimizing the initial load time.
• Scrolling: As users scroll, DOM Virtualisation ensures only the visible rows and columns are rendered, maintaining performance.
• Page Navigation: Users can navigate through pages to access the full dataset without overwhelming the client.

License

Note: this project provides front-end dependencies and uses licensed components listed in the next section; thus, licenses for those components are required during development. Contact Genesis Global for more details.

Licensed components

Genesis low-code platform