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Making Apps with Moqui Holistic Enterprise Applications Made Easy ! by David E

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Making Apps with Moqui Holistic Enterprise Applications Made Easy ! by David E Making Apps with Moqui Holistic Enterprise Applications Made Easy ! by David E. Jones! ! Sponsored by: ! ! " ! " Moqui Ecosystem HotWax Media, Inc. http://www.moqui.org http://www.hotwaxmedia.com HotWax Media designs, implements, and supports Sponsor this book to see your logo and a custom ERP applications and systems of description of your offerings here! innovation that help businesses run faster, leaner, Contact author at [email protected] for details. and better. Leapfrogging the inflexible legacy ERP suites of ! years past, HotWax Media leverages flexible open source software to create business systems for today’s innovators and tomorrow’s industry leaders. If you are running an old fashioned ERP mega suite, the time has come to think different. If you have a new vision for system innovation in your industry, open source ERP is the way to make it happen, and Moqui is a great option to consider. HotWax Media is proud to sponsor this book, and we actively cheer on Moqui’s long-term success! ! ! ! ! Copyright © 2014 David E. Jones! All Rights Reserved" ! Version 1.0 - First Edition Based on Moqui Framework version 1.4.1 and Mantle Business Artifacts version 0.5.2. These open source projects are public domain licensed and are available for download through http://www.moqui.org." ! ! The PDF version of this work (available for free download from http://www.moqui.org) is licensed under the Creative Commons Attribution-NoDerivatives 4.0 International License. To view a copy of this license, visit http://creativecommons.org/licenses/by-nd/4.0/." A special thanks to the sponsors who helped make this book what it is, keep the price low on the printed book, and make the PDF download version available for free. For permission to use any part of this work, please send an email to the author at [email protected]. For more details about the author see his web site at http://www.dejc.com." ! ! Designed for a full color 8x10" bound book. With this format the PDF version can also be printed on A4 or US Letter paper." ! For the CreateSpace print edition:" ISBN-13: 978-0692267059" ISBN-10: 0692267050" ! ! ! Table of Contents ! Foreword 1 1. Introduction to Moqui 3 What is the Moqui Ecosystem? 3 What is Moqui Framework? 4 Moqui Concepts 5 Application Artifacts 5 The Execution Context 6 The Artifact Stack 7 Peeking Under the Covers 7 Development Process 7 Development Tools 8 A Top to Bottom Tour 11 Web Browser Request 11 Web Service Call 12 Incoming and Outgoing Email 12 2. Running Moqui 13 Download Moqui and Required Software 13 The Runtime Directory and Moqui Conf XML File 13 The Executable WAR File 14 Embedding the Runtime Directory in the WAR File 15 Building Moqui Framework 16 Database Configuration 17 3. Framework Tools and Configuration 19 Execution Context and Web Facade 19 Web Parameters Map 20 Factory, Servlet & Listeners 22 Resource and Cache Facades 22 Screen Facade 23 Screen Definition 23 Screen/Form Render Templates 23 Service Facade 24 Service Naming 24 Parameter Cleaning, Conversion and Validation 25 Quartz Scheduler 25 Web Services 25 Entity Facade 26 Multi-Tenant 27 Connection Pool and Database 27 Database Meta-Data 27 Transaction Facade 27 Transaction Manager (JTA) 28 Artifact Execution Facade 28 Artifact Authorization 28 Artifact Hit Tracking 29 User, L10n, Message, and Logger Facades 29 Extensions and Add-ons 30 The Compelling Component 30 Component Directory Structure 30 Installing a Component 30 Load the Component 30 Mounting Screen(s) 31 Moqui Conf XML File Settings 31 4. Create Your First Component 33 Summary 33 Part 1 33 Download Moqui Framework 33 Create a Component 34 Add a Screen 34 Mount as a Subscreen 34 Try Included Content 35 Try Sub-Content 36 Part 2 37 My First Entity 37 Add Some Data 38 Automatic Find Form 38 An Explicit Field 40 Add a Create Form 41 Part 3 42 Custom Create Service 42 Groovy Service 43 5. Data and Resources 45 Resources, Content, Templates, and Scripts 45 Resource Locations 45 Using Resources 45 Rendering Templates and Running Scripts 46 Data Model Definition 47 Entity Definition XML 47 Entity Extension - XML 50 Entity Extension - DB 50 Data Model Patterns 51 Master Entities 51 Detail Entities 51 Join Entities 51 Dependent Entities 52 Enumerations 53 Status, Flow, Transition and History 53 Units of Measure 54 Geographic Boundaries and Points 54 The Entity Facade 55 Basic CrUD Operations 55 Finding Entity Records 56 Flexible Finding with View Entities 59 Static View Entity 59 View Entity Auto Minimize on Find 60 Database Defined View Entity 61 Dynamic View Entity 62 Entity ECA Rules 62 Entity Data Import and Export 64 Loading Entity XML and CSV 64 Writing Entity XML 65 Views and Forms for Easy View and Export 66 Data Document 68 Data Feed 72 Data Search 73 6. Logic and Services 77 Service Definition 77 Service Implementation 81 Service Scripts 81 Inline Actions 82 Java Methods 82 Entity Auto Services 83 Add Your Own Service Runner 84 Calling Services and Scheduling Jobs 84 Service ECA Rules 86 Overview of XML Actions 88 7. User Interface 91 XML Screen 91 Subscreens 91 Standalone Screen 93 Transition 94 Parameters and Web Settings 97 Screen Actions, Pre-Actions, and Always Actions 97 XML Screen Widgets 98 Section, Condition and Fail-Widgets 99 Macro Templates and Custom Elements 99 CSV, XML, PDF and Other Screen Output 100 XML Form 101 Form Field 101 Field Widgets 102 Single Form 106 Single Form Example 107 List Form 112 List Form View/Export Example 113 List Form Edit Example 116 Templates 119 Sending and Receiving Email 121 8. System Interfaces 125 Data and Logic Level Interfaces 125 XML, CSV and Plain Text Handling 125 Web Service 127 XML-RPC and JSON-RPC 127 Sending and Receiving Simple JSON 128 RESTful Interface 129 Enterprise Integration with Apache Camel 130 9. Security 133 Authentication 133 Simple Permissions 134 Artifact-Aware Authorization 135 Artifact Execution Stack and History 135 Artifact Authz 136 Artifact Tarpit 137 10. Performance 139 Performance Metrics 139 Artifact Hit Statistics 139 Artifact Execution Runtime Profiling 141 Improving Performance 144 11. The Tools Application 147 Auto Screen 147 Entity List 147 Find Entity 148 Edit Entity 149 Edit Related 150 Data Document 150 Search 150 Index 151 Export 151 Data View 152 Find DB View 152 Edit DB View 152 View DB View 153 Entity Tools 154 Data Edit 154 Data Export 154 Data Import 155 SQL Runner 155 Speed Test 156 Localization 156 Messages 156 Entity Fields 157 Service 157 Service Reference 157 Service List 157 Service Detail 158 Service Run 158 Scheduler 159 Scheduler Status 159 Jobs 159 Triggers 160 History 160 System Info 161 Artifact Statistics 161 Hit Bins 161 Artifact Summary 161 Audit Log 162 Cache Statistics 162 Cache List 162 Cache Elements 163 Server Visits 163 Visit List 163 Visit Detail 164 12. Mantle Business Artifacts 165 Mantle Structure and UDM 166 Accounting 167 Account - Billing (mantle.account.billing) 167 Account - Financial (mantle.account.financial) 167 Account - Invoice (mantle.account.invoice) 168 Account - Method (mantle.account.method) 170 Account - Payment (mantle.account.payment) 171 Ledger - Account (mantle.ledger.account) 173 Ledger - Config (mantle.ledger.config) 176 Ledger - Reconciliation (mantle.ledger.reconciliation) 177 Ledger - Transaction (mantle.ledger.transaction) 177 Other - Budget (mantle.other.budget) 178 Other - Tax (mantle.other.tax) 178 Facility 179 Facility (mantle.facility) 179 Human Resources 181 Ability (mantle.humanres.ability) 181 Employment (mantle.humanres.employment) 181 Position (mantle.humanres.position) 182 Rate (mantle.humanres.rate) 182 Recruitment (mantle.humanres.recruitment) 183 Marketing 183 Campaign (mantle.marketing.campaign) 183 Contact (mantle.marketing.contact) 183 Segment (mantle.marketing.segment) 184 Tracking (mantle.marketing.tracking) 184 Order 185 Order (mantle.order) 185 Return (mantle.order.return) 187 Party 188 Party (mantle.party) 188 Agreement (mantle.party.agreement) 190 Communication Event (mantle.party.communication) 191 Contact Mechanism (mantle.party.contact) 192 Time Period (mantle.party.time) 193 Product 194 Definition - Product (mantle.product) 194 Definition - Category (mantle.product.category) 196 Definition - Config (mantle.product.config) 197 Definition - Cost (mantle.product.cost) 197 Definition - Feature (mantle.product.feature) 197 Definition - Subscription (mantle.product.subscription) 199 Asset - Asset (mantle.product.asset) 199 Asset - Issuance (mantle.product.issuance) 201 Asset - Receipt (mantle.product.receipt) 203 Asset - Maintenance (mantle.product.maintenance) 203 Store (mantle.product.store) 204 Request 205 Request (mantle.request) 205 Requirement (mantle.request.requirement) 207 Sales 208 Opportunity (mantle.sales.opportunity) 208 Forecast (mantle.sales.forecast) 209 Need (mantle.sales.need) 209 Shipment 209 Shipment (mantle.shipment) 209 Carrier (mantle.shipment.carrier) 212 Picklist (mantle.shipment.picklist) 212 Work Effort 214 Work Effort (mantle.work.effort) 214 Time Entry (mantle.work.time) 217 USL Business Processes 219 Procure to Pay 219 Supplier Product Pricing 220 Place and Approve Purchase Order 221 Create Incoming Shipment and Purchase Invoice 223 Receive Shipment 225 Approve Purchase Invoice and Send Payment 228 Order to Cash 231 Place a Sales Order as a Customer 231 Ship Sales Order 235 Work Plan to Cash 240 Vendor 240 Worker and Rates 244 Client 245 Project and Milestone 247 Tasks and Time Entries 249 Request and Task for Request 252 Worker Invoice and Payment 253 Client Invoice and Payment 256 ! ! ! ! ! ! ! ! ! Also sponsored by:" ! ! Sharan Foga ERP Project Manager and ! " ! " Functional Consultant David E. Jones Consulting Jimmy Shen http://cz.linkedin.com/in/sfoga/ http://www.dejc.com http://jimmyshen.info Author of "Getting Started with I help organizations build custom Apache OFBiz Accounting" and ERP, CRM, and eCommerce systems I have 12 years experienced in "Getting Started with Apache OFBiz based on open source software.
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