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ski_and_snowboard_snowsport1Enterprise level software can provide marvelous benefits with process automation; yet, how many tales can you recount of the company that has implemented Enterprise level procurement / ERP / BPM, etc and it was a death march. Pure and simple it was a nightmare, accounting couldn’t close the books for over 5 weeks, and this continued for almost a year. True story.

This post is not to be seen as refutation of automation, business process management, statistics, and economics. People, organizations, and companies need direction, require a director to set the tone, the pace and cadence for reaching goals. But there is a danger that we treat processes like science with the belief that when business behaves in a more rational fashion, things will operate like physics or mathematics. While it is true that applying scientific approach and principals to business can help, at its essence, business is not science. Here’s another analogy – while you should apply science to the field of medicine, in the end, the body and mind heal in manners that are not scientific. Ask any doctor about misdiagnosis and miracles. If he or she hasn’t been humbled by their lack of understanding of healing, change doctors!

We have to careful with model-abstraction worship. Let me tell you, the model is not the process – it’s a representation. Look at the two intrepid skiing figures above. Do you think they are thinking of the mechanics or the physics of what they are experiencing? Torque on the knees? Now put yourself in their instructors or trainers shoes and ask “how would I really go about communicating what needs to be learned to survive this type of run?”

General_Consultation_Workflow_diagram_v68An organization is comprised of the interactions of people, and these series of steps, while seeming out of control, create the cadence of your business. At the level where the work is completed, if you were to ask someone to describe what they do, it will start with a list items, not a diagram like the one above. At the level where the work is done,the people pushing the buttons, experience a different reality than what management experiences. If your goal is to assist those people, then your first step is not to alienate them by diagramming their busy day with pseudo scientific terms and weird charts. Remember, the director who can’t get her actors to relate to the story makes an awful film. You have to relate to others on a fundamental level, and for the most part in business, people don’t relate to this diagram. A picture is worth a thousand words, but for those whose inbox is flooded with requests, a diagram is not a picture, it a a thousand confusing questions. “Why is the box blue? Can I have a diamond instead?”

“Ok”, you ask, “what do we do instead?” Well, as luck would have, there is a good way to implement process, get approvals, and have consistency without over orchestrating business process and creating confusion. The approach is to view the decisions that people make as gateways between important steps. This is best illustrated with an example, so let’s model a bonus approval process for a sales organization.

We have a sales team who is closing deals weekly, and for each deal a manager and vice president will need to weigh in on the merits of the award. Fairly standard in most businesses, and in many cases this is managed with email. The bonus manager is the fulcrum of this process, as it he who currently reminds the sales agents that they have not supplied the correct supporting materials, as well as gently nudging the vice president of sales that she needs to get into the system and complete approvals so that the request can be released to payroll before the Wednesday paycheck run. Your role, dear reader, is to get the steps of this process that are inside the bonus managers head and create something that they will engage in. To create a fan of the new process, it’s better that the process come from the bonus manager – they have to do it, so if they create it, they own it!

Remember the diatribe against diagrams? You can’t ask the bonus manager to diagram their process, as they’re too busy. But have them list the steps – yes a simple list. It may be a very limited set of items. You get this:

  • Fill Out Bonus Request
  • Bonus Manager Reviews
  • Vice President Reviews
  • Payroll Issues payment

You can prod the bonus manager further, and get them to categorize the end states of this process. We’ll add Bonus Denied and Bonus Paid, as this will represent all the stops in the process. Now the list looks like this:

  • Fill Out Bonus Request
  • Bonus Manager Reviews
  • Vice President Reviews
  • Payroll Issues payment
  • Bonus Denied
  • Bonus Paid

The next thing to do is ask “What decisions get you from step to step? For example, what do you do when work is incomplete from the Sales Agent?” The answer – “Today? I email them and request more info”. Lets model this action as a phrase starting with a verb:

Request More Info

Now you start a helpful chart that looks like this:

Step Decision Next Step
Bonus Manager Review Request More Info Fill Out Bonus Request

 

Simple. It’s in English, and there is direct understanding of what happens. What’s more, these are the phrases, thoughts, and language used by the key person of the process. Their “vocab” is the context of how they think, and it’s not a stretch for understand what is occurring, no threat from the oppressive science of process modeling. You could even do this at lunch! Here is what the end product will look like:

Step Decision Next Step
Fill Out Bonus Request Complete Bonus Manager Review
Bonus Manager Review Request More Info Fill Out Bonus Request
Bonus Manager Review Approve VP Review
VP Review Deny Bonus Denied
VP Review Approve Payroll Issues Payment
Payroll Issues Payment Complete Bonus Paid



There’s more good news. ActiveEngine Software has a product that will take this list and create a workflow. Here is a demo video. Thanks for reading.

For those of you who may not know, DataTables.Net is a fantastic jQuery plug-in that creates a data grid presentation and offers support for filtering and server-side paging solutions. Yep, define an endpoint web service, pump down your data and you are good to go. But the cool kids these days are into the No-SQL thing, and one of the great entries into the document based database arena is RavenDB. With Raven, you define your domain objects and just store them in the database, as Raven will do it’s magic and persist your objects as documents. Have a List<Customer> to store, give it to Raven and it will create one document of the customers and store it in JSON format.

This post will show you how to combine the front end goodness of DataTables with the back end magic of RavenDB. The goal is to provide:

  • The ability to define a single class for that indexes data.
  • Control how what data is selected by define the columns, sort order and paging size in Javascript. In other words, DataTables will tell the server what it wants to pull back
  • Provide support for filtering properties with a single search field, ala Google style.
  • Above all, save you time, make you a hero in front of your fans. :)

For the Impatient, Here’s the End Product

There’s a lot ground that we’ll cover but for those who want to see the light at the end of the tunnel here what the end solution will look like. You may want to download the solution first so you can follow along in the code. First, your web service or controller will have the following:


[HttpPost]
public JsonResult GetTenants(string jsonAOData)
{
   var tenantPager = new DataTablesPager<Tenant, Tenant_Search>(DocumentStore);
   var results = tenantPager.PrepAOData(jsonAOData)
                 .FilterFormattedList();

   return Json(results);
}

// The core method that is used to get the data is in DataTablesPager.cs
public List Filter(int pageSize, int pageIndex, string[] terms)
{
   var targetList = new List();
   RavenQueryStatistics stats;

   using(var session = docStore.OpenSession())
   {
      if (terms[0].Length > 0)
      {
         targetList = session.Query<DataTablesReduceResult, TIndexCreator>()
                               .Customize(x => x.WaitForNonStaleResults())
                               .SearchMultiple(x => x.QueryFields, string.Join(" ", terms), 
                                                options: SearchOptions.And)
                               .Statistics(out stats)
                               .Skip(pageIndex)
                               .Take(pageSize)
                               .As()
                               .ToList();

         this.totalDisplayResults = stats.TotalResults;

         session.Query<DataTablesReduceResult, TIndexCreator>()
                 .Statistics(out stats)
                 .As()
                 .ToList();
         this.totalResults = stats.TotalResults;
}
// Code reduced for reading purposes.

Take note of the Generics on the constructor – Tenant is your domain object, Tenant_Search is the class that Raven will use to create the index for retrieving the data, as well as defining what properties you can filter on the object. We’ll cover indexing shortly along with some RavenDB background.

Your Javascript will be the following:



var otable;

$(document).ready(function(){
   otable = $("#tenantTable").dataTable({
               "bProcessing": true,
               "bSort": true,
               "sPaginationType": "full_numbers",
               "aoColumnDefs": [
               { "sName": "Name", "aTargets": [0], "bSortable": true, "bSearchable": true },
               { "sName": "Agent", "aTargets": [1], "bSortable": true, "bSearchable": true },
               { "sName": "Center", "aTargets": [2], "bSortable": true, "bSearchable": true },
               { "sName": "StartDate", "aTargets": [3], "bSortable": true, "bSearchable": true },
               { "sName": "EndDate", "aTargets": [4], "bSortable": true, "bSearchable": true },
               { "sName": "DealAmount", "aTargets": [4], "bSortable": true, "bSearchable": true }
               ],
               "oLanguage": {
               "sSearch": "Search all columns:"
            },
               "aaSorting": [[1, "asc"]],
               "iDisplayLength": 7,
               "bServerSide": true,
               "sAjaxSource": "GetTenants",
               "fnServerData": function (sSource, aoData, fnCallback) {

                      var jsonAOData = JSON.stringify(aoData);

                     $.ajax({
                       //dataType: 'json',
                       contentType: "application/json; charset=utf-8",
                       type: "POST",
                       url: sSource,
                       data: "{jsonAOData : '" + jsonAOData + "'}",
                       success: function (msg) {
                         fnCallback(msg);
                       },
                       error: function (XMLHttpRequest, textStatus, errorThrown) {
                         alert(XMLHttpRequest.status);
                         alert(XMLHttpRequest.responseText);

                       }
                     });
         }
   });

   otable.fnSetFilteringDelay(1000);
});

It’s actually longer than the .Net stuff!!! We’ll cover what this means as well.

Getting Data and Providing Search with RavenDB

This post assumes that you have installed RavenDB, can connect to it, know how to store your objects, and that you can perform queries with LINQ. There are some good tutorials such as Rob Ashton’s video introduction to Raven, as well as a brief overview by Sensei (me). We’re going to focus on Raven’s inherent full-text search capability and rely on Raven’s built in paging mechanism to help us achieve our goals. While there is great capability that Raven provides, it is not SQL, and much of what you know about LINQ and LINQ to SQL will help you as well as paint you into a corner at the same. We’ll cover those aspects too.

First off, RavenDB is built on top of the search engine Lucene.Net. It is a schema-less database so up front we will need to identify what how we want to fetch data, as they indexes provide super fast data retrieval. Raven Indexes reduce the need to devote huge cpu cycles to processing a query, as the index is built from the documents and processed as a background operation. This operation is asynchronous and is performed by Lucene. Without this approach, any query force a complete scan of all documents. A miserably slow scan. With indexes define up front, Raven will work quitely to keep the indexes up to date when new documents are created. So why is this important? Well, what you think are doing in LINQ:


var search = "Bonus";
var steps = session.Query()
                    .Customize(x => x.WaitForNonStaleResults())
                    .Where(x => x.State.StartsWith(search) || x.WorkflowName.StartsWith(search))
                    .ToList();

 

is really translated to Lucene syntax. So what we get in the end is State:Bonus OR WorkflowName:Bonus. While it is simple to write a query that includes all the properties of an object, if you had an object with 15 properties would you really want to create a monster statement with a ton of ||’s? Hell no! If you look in the TestSuite project of the source code there is a few example of using pure LINQ queries. Check out the method “CanFilterAccrossAllStringProperties” and you will see where things were headed.

We want to be like Fonzie, and what was Fonzie? Correctomundo – he’s cool. A good solution would be to know what properties a domain object had, and perform a filter against those properties. In other words, it would really helpful if we could write some code that would look like this:


var propertyFilterSteps = session.Query()
                                 .Customize(x => x.WaitForNonStaleResults())
                                 .Where(AllStringPropertiesFilter(search,
                                      "Answer,AnsweredBy,
                                      Id,Participants,WorkflowName,WorkflowType,"))
                                 .ToList();

Here we are using a Expression<Func<T>> to pass in a delimited list of property names and with a little LINQ query against the class Step, we can generate a Lambda to process of filter. This is in the test method “CanFilterAccrossAllStringProperties”. It worked great until we needed to include DateTime properties. The code is included in the project, so you look at it there.

So how do we achieve the goal of have a single text box driven search that will query across all type of properties, and when you type “Spock 2010″ will query the properties that you specify for both values of “Spock” and “2010″? Let’s go back to Raven as you can specify an index query by mapping what properties you want to be included in the index and how you want Raven / Lucene to parse the text for matching values in that index. Raven provides a class called “AbstractIndexCreationTask” where you define a Map / Reduce function to create your index. In other words you are picking which properties are included in the index. You can define the output of the Map to anything that you wish. This is held in a class that we’ll name ReduceResult and we will query against the properties of that class. We want to tell Raven to take the significant properties and index them in a format that we can match our terms against. So we will create the following index that will allows us to filter for any term. This is found in Step_Search.cs in the Index folder


public class Step_Search : AbstractIndexCreationTask<Step, Step_Search.ReduceResult>
{
	public class ReduceResult
	{
		public string[] QueryFields { get; set; }

	// ... code eliminated for reading purpose
	}

	public Step_Search()
	{
		Map = steps =>
		from step in steps
		select new
		{
			QueryFields = new [] { step.State, step.Answer, step.AnsweredBy, step.WorkflowName,
			step.Created.ToShortDateString(), step.Created.Year.ToString(),
			step.Created.Month.ToString() + "/" + step.Created.Year.ToString()},
			DateCreated = step.Created,
			WorkflowName = step.WorkflowName,
			State = step.State
		};

	Indexes.Add(x => x.QueryFields, FieldIndexing.Analyzed);

// ... more code eliminated for reading purposes

So what we have done is create an index that has an array of strings. This array holds the text of our properties that we will match against. Raven has a method called Search that will perform a “StartsWith” style match against each object in the array. The call is .Search(x => x.QueryFields, “string to be searched”). If you take a look at the index we have done some additional things with dates: for one, we create a string representation in ShortDate format. So when the user knows the exact date they can enter it and the Pager will match it. But we want to make things as easy possible, so we have created string representations in mm/yyyy format so it’s easy for the users to filter if they only know the month and year of the item they are looking for. “I think it was April last year …”. This is a big for those users who don’t recall exact details, as it allows them to quickly discover what they are looking for.

One last thing before we move on to making this work with DataTables. Raven provides the search method that works with the IRavenQueryable collection. Take a look at the DataTablesPager.Filter method and you will see a SearchMultiple method. This is put in place to perform a search for multiple terms. In other words it will search for “Spock” and then chain a search for “2010″ against the IRavenQueryable. Phillip Haydon came up with this approach that works with partial matches, as it will give Lucene the right syntax. Otherwise you end up with weird results because you feed Lucene “spoc 201″ and because of the tokens Lucene creates with the text analyzer it will not pick up what you need. Phillip’s brilliant approach bridges this gap by using an extension method to perform the chaining of search terms. This is found in the class RavenExtensionMethods.cs, and it basically tokenizes the search string, creates an array and an individual call to the Search() method for member of the array. It allows us to perform advanced filtering such as partial matches like “spoc 201″. Try this out in the Tenant.aspx page of the WebDemo solution are you’ll see how it works.

Outta Breath Yet? Let’s Talk DataTables.Net!!!

Breathing hard yet? Good! There’s more to do – how does this work with DataTables.Net? DataTables uses the following parameters when processing server-side data:

Sent to the server:

Type Name Info
int iDisplayStart Display start point
int iDisplayLength Number of records to display
int iColumns Number of columns being displayed (useful for getting individual column search info)
string sSearch Global search field
boolean bEscapeRegex Global search is regex or not
boolean bSortable_(int) Indicator for if a column is flagged as sortable or not on the client-side
boolean bSearchable_(int) Indicator for if a column is flagged as searchable or not on the client-side
string sSearch_(int) Individual column filter
boolean bEscapeRegex_(int) Individual column filter is regex or not
int iSortingCols Number of columns to sort on
int iSortCol_(int) Column being sorted on (you will need to decode this number for your database)
string sSortDir_(int) Direction to be sorted – “desc” or “asc”. Note that the prefix for this variable is wrong in 1.5.x where iSortDir_(int) was used)
string sEcho Information for DataTables to use for rendering

Reply from the server

In reply to each request for information that DataTables makes to the server, it expects to get a well formed JSON object with the following parameters.

Type Name Info
int iTotalRecords Total records, before filtering (i.e. the total number of records in the database)
int iTotalDisplayRecords Total records, after filtering (i.e. the total number of records after filtering has been applied – not just the number of records being returned in this result set)
string sEcho An unaltered copy of sEcho sent from the client side. This parameter will change with each draw (it is basically a draw count) – so it is important that this is implemented. Note that it strongly recommended for security reasons that you ‘cast’ this parameter to an integer in order to prevent Cross Site Scripting (XSS) attacks.
string sColumns Optional – this is a string of column names, comma separated (used in combination with sName) which will allow DataTables to reorder data on the client-side if required for display
array array mixed aaData The data in a 2D array

DataTables will POST an AOData object. The class DataTablesPager.cs will handle parsing this object with the method PrepAOData. It’s responsible for determining what properties we are querying, how the data will be sorted, paging size, as well as including any terms for filtering. Because we have used generics, PrepAOData doesn’t care what object in your domain you are using as it is designed to read the properties and match those properties against the list of data items that DataTables has sent up to our application on the server. Again, our goal is to let DataTables dictate what to look for, and as long as we did our work when we created the index we should have great flexibility.

Let’s look at the Javascript again:

"aoColumnDefs": [
{ "sName": "Name", "aTargets": [0], "bSortable": true, "bSearchable": true },
{ "sName": "Agent", "aTargets": [1], "bSortable": true, "bSearchable": true },
{ "sName": "Center", "aTargets": [2], "bSortable": true, "bSearchable": true },
{ "sName": "StartDate", "aTargets": [3], "bSortable": true, "bSearchable": true },
{ "sName": "EndDate", "aTargets": [4], "bSortable": true, "bSearchable": true },
{ "sName": "DealAmount", "aTargets": [4], "bSortable": true, "bSearchable": true }
],

In the server side application we have Tenant_Search.cs that has created an index with the properties Name, Agent, Center, StartDate, EndDate and DealAmount. The Javascript above is DataTables way of saying “Hey, server, give me information back in the form of an array of value pairs and by they way, here are the data columns to use when you get me my stuff.” On the server side, we don’t care what the order of columns in the grid will be as the server assumes that DataTables will take care of that. And indeed, DataTables is supplying the request in the sName value pair. The server fetches it, spits it back to the browser and DataTables munches it. You can change the Javascript and leave your server application alone as long as you stick to using the fields you included in your index. Just like Fonzie, be cool.

But even cooler is the fact that Raven will handle paging for us: it has a built in limit of return up to 128 documents at a slice. Given that it’s retrieval speed is very fast this will work very well for us. If you look at the Raven console for each page that you retrieve you will see a very low time for the fetches. Remember, there is very little processing for the query as it is the index that has already performed the heavy lifting. For an example of this the page Tenants.aspx in WebDemo solution will page and filter 13,000 + documents. It is lightning fast.

Has Your Head Exploded Yet?

This is a lot to digest. Source code is here, along with the means to create 13,000 documents that you can use for testing. Please note that you will be required to pull down the Raven assemblies/packages via NuGet. Otherwise the download would be about 36 MB. Work for responding to sorting request has been started and hopefully you’ll want to see how that’s is solved in future post. But what we have accomplished is a very robust and easy way to display data from our document database, with low effort on the back end application.

Play with the code. The only way we make this better is to critique constructively, adapt to better ideas and grow! Some of the failed experiments have been included in the test so you can see how things have progressed. They marked as failures so you can focus on testing the DataTablesPager class. These failures are interesting though, and can provide insight to how the solution was arrived at. Also, the first time you fire up the web site that Global.ascx page will look for the test records and create them. This takes some time so if you want the wait those sections are marked for you so you comment them out and do what you need to. Enjoy.

Some gifts just keep on giving, and many times things can just take on a momentum that grow beyond your expectation. Bob Sherwood wrote to Sensei and pointed out that DataTables.net supports multiple column sorting. All you do is hold down the shift key and click on any second or third column and DataTables will add that column to sort criteria. “Well, how come it doesn’t work with the server side solution?” Talk about the sound of one hand clapping. How about that for a flub! Sensei didn’t think of that! Then panic set in – would this introduce new complexity to the DataTablePager solution, making it too difficult to maintain a clean implementation? After some long thought it seemed that a solution could be neatly added. Before reading, you should download the latest code to follow along.

How DataTables.Net Communicates Which Columns Are Involved in a Sort

If you recall, DataTables.Net uses a structure called aoData to communicate to the server what columns are needed, the page size, and whether a column is a data element or a client side custom column. We covered that in the last DataTablePager post. aoData also has a convention for sorting:

bSortColumn_X=ColumnPosition

In our example we are working with the following columns:

,Name,Agent,Center,,CenterId,DealAmount

where column 0 is a custom client side column, column 1 is Name (a mere data column), column 2 is Center (another data column), column 3 is a custom client side column, and the remaining columns are just data columns.

If we are sorting just by Name, then aoData will contain the following:

bSortColumn_0=1

When we wish to sort by Center, then by Name we get the following in aoData”

bSortColumn_0=2

bSortColumn_1=1

In other words, the first column we want to sort by is in position 2 (Center) and the second column(Name) is in position 1. We’ll want to record this some where so that we can pass this to our order routine. aoData passes all column information to us on the server, but we’ll have to parse through the columns and check to see if one or many of the columns is actually involved in a sort request and as we do we’ll need to preserve the order of that column of data in the sort.

SearchAndSortable Class to the Rescue

You’ll recall that we have a class called SearchAndSortable that defines how the column is used by the client. Since we iterate over all the columns in aoData it makes sense that we should take this opportunity to see if any column is involved in a sort and store that information in SearchAndSortable as well. The new code for the class looks like this:


public class SearchAndSortable
{
	public string Name { get; set; }
	public int ColumnIndex { get; set; }
	public bool IsSearchable { get; set; }
	public bool IsSortable { get; set; }
	public PropertyInfo Property{ get; set; }
	public int SortOrder { get; set; }
	public bool IsCurrentlySorted { get; set; }
	public string SortDirection { get; set; }

	public SearchAndSortable(string name, int columnIndex, bool isSearchable,
								bool isSortable)
	{
		this.Name = name;
		this.ColumnIndex = columnIndex;
		this.IsSearchable = isSearchable;
		this.IsSortable = IsSortable;
	}

	public SearchAndSortable() : this(string.Empty, 0, true, true) { }
}


There are 3 new additions:

IsCurrentlySorted - is this column included in the sort request.

SortDirection - “asc” or “desc” for ascending and descending.

SortOrder - the order of the column in the sort request. Is it the first or second column in a multicolumn sort.

As we walk through the column definitions, we’ll look to see if each column is involved in a sort and record what direction – ascending or descending – is required. From our previous post you’ll remember that the method PrepAOData is where we parse our column definitions. Here is the new code:


// Sort columns
this.sortKeyPrefix = aoDataList.Where(x => x.Name.StartsWith(INDIVIDUAL_SORT_KEY_PREFIX))
								.Select(x => x.Value)
								.ToList();

// Column list
var cols = aoDataList.Where(x => x.Name == "sColumns"
							& string.IsNullOrEmpty(x.Value) == false)
						.SingleOrDefault();

if(cols == null)
{
	this.columns = new List();
}
else
{
	this.columns = cols.Value
	.Split(',')
	.ToList();
}

// What column is searchable and / or sortable
// What properties from T is identified by the columns
var properties = typeof(T).GetProperties();
int i = 0;

// Search and store all properties from T
this.columns.ForEach(col =>
{
	if (string.IsNullOrEmpty(col) == false)
	{
		var searchable = new SearchAndSortable(col, i, false, false);
		var searchItem = aoDataList.Where(x => x.Name == BSEARCHABLE + i.ToString())
									.ToList();
		searchable.IsSearchable = (searchItem[0].Value == "False") ? false : true;
		searchable.Property = properties.Where(x => x.Name == col)
										.SingleOrDefault();

		searchAndSortables.Add(searchable);
	}

	i++;
});

// Sort
searchAndSortables.ForEach(sortable => {
							var sort = aoDataList.Where(x => x.Name == BSORTABLE + sortable.ColumnIndex.ToString())
				.ToList();
sortable.IsSortable = (sort[0].Value == "False") ? false : true;
sortable.SortOrder = -1;

// Is this item amongst currently sorted columns?
int order = 0;
this.sortKeyPrefix.ForEach(keyPrefix => {
	if (sortable.ColumnIndex == Convert.ToInt32(keyPrefix))
	{
		sortable.IsCurrentlySorted = true;

		// Is this the primary sort column or secondary?
		sortable.SortOrder = order;

		// Ascending or Descending?
		var ascDesc = aoDataList.Where(x => x.Name == "sSortDir_" + order)
								.SingleOrDefault();
		if(ascDesc != null)
		{
			sortable.SortDirection = ascDesc.Value;
		}
	}

	order++;
	});
});

To sum up, we’ll traverse all of the columns listed in sColumns. For each column we’ll grab the PorpertyInfo from our underlying object of type T. This gives only those properties that will be displayed in the grid on the client. If the column is marked as searchable, we indicate that by setting the IsSearchable property on the SearchAndSortable class. This happens starting at line 28 through 43.

Next we need to determine what we can sort, and will traverse the new list of SearchAndSortables we created. DataTables will tell us what if the column can be sorted by with following convention:

bSortable_ColNumber = True

So if the column Center were to be “sortable” aoData would contain:

bSortable_1 = True

We record the sortable state as shown on line 49 in the code listing.

Now that we know whether we can sort on this column, we have to look through the sort request and see if the column is actually involved in a sort. We do that by looking at what DataTables.Net sent to us from the client. Again the convention is to send bSortColumn_0=1 to indicate that the first column for the sort in the second item listed in sColumns property. aoData will contain many bSortColum’s so we’ll walk through each one and record the order that column should take in the sort. That occurs at line 55 where we match the column index with the bSortColumn_x value.

We’ll also determine what the sort direction – ascending or descending – should be. At line 63 we get the direction of the sort and record this value in the SearchAndSortable.

When the method PrepAOData is completed, we have a complete map of all columns and what columns are being sorted, as well as their respective sort direction. All of this was sent to us from the client and we are storing this configuration for later use.

Performing the Sort

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If you can picture what we have so far we just basically created a collection of column names, their respective PropertyInfo’s and have recorded which of these properties are involved in a sort. At this stage we should be able to query this collection and get back those properties and the order that the sort applies.

You may already be aware that you can have a compound sort statement in LINQ with the following statement:


var sortedCustomers = customer.OrderBy(x => x.LastName)
                              .ThenBy(x => x.FirstName);

The trick is to run through all the properties and create that compound statement. Remember when we recorded the position of the sort as an integer? This makes it easy for us to sort out the messy scenarios where the second column is the first column of a sort. SearchAndSortable.SortOrder takes care of this for us. Just get the data order by SortOrder in descending order and you’re good to go. So that code would look like the following:


var sorted = this.searchAndSortables.Where(x => x.IsCurrentlySorted == true)
.OrderBy(x => x.SortOrder)
.ToList();

sorted.ForEach(sort => {
    records = records.OrderBy(sort.Name, sort.SortDirection,
                         (sort.SortOrder == 0) ? true : false);
});

On line 6 in the code above we are calling our extension method OrderBy in Extensions.cs. We pass the property name, the sort direction, and whether this is the first column of the sort. This last piece is important as it will create either “OrderBy” or the “ThenBy” for us. When it’s the first column, you guessed it we get “OrderBy”. Sensei found this magic on a StackOverflow post by Marc Gravell and others.

Here is the entire method ApplySort from DataTablePager.cs, and note how we still check for the initial display of the data grid and default to the first column that is sortable.


private IQueryable ApplySort(IQueryable records)
{
	var sorted = this.searchAndSortables.Where(x => x.IsCurrentlySorted == true)
										.OrderBy(x => x.SortOrder)
										.ToList();

	// Are we at initialization of grid with no column selected?
	if (sorted.Count == 0)
	{
		string firstSortColumn = this.sortKeyPrefix.First();
		int firstColumn = int.Parse(firstSortColumn);

		string sortDirection = "asc";
		sortDirection = this.aoDataList.Where(x => x.Name == INDIVIDUAL_SORT_DIRECTION_KEY_PREFIX + "0")
										.Single()
										.Value
										.ToLower();

		if (string.IsNullOrEmpty(sortDirection))
		{
		sortDirection = "asc";
		}

		// Initial display will set order to first column - column 0
		// When column 0 is not sortable, find first column that is
		var sortable = this.searchAndSortables.Where(x => x.ColumnIndex == firstColumn)
											.SingleOrDefault();
		if (sortable == null)
		{
			sortable = this.searchAndSortables.First(x => x.IsSortable);
		}

		return records.OrderBy(sortable.Name, sortDirection, true);
	}
	else
	{
		// Traverse all columns selected for sort
		sorted.ForEach(sort => {
		records = records.OrderBy(sort.Name, sort.SortDirection,
		(sort.SortOrder == 0) ? true : false);
		});

		return records;
	}
}

It’s All in the Setup

Test it out. Hold down the shift key and select a second column and WHAMO – multiple column sorts! Hold down the shift key and click the same column twice and KAH-BLAMO multiple column sort with descending order on the second column!!!

The really cool thing is that our process on the server is being directed by DataTables.net on the client. And even awseomer is that you have zero configuration on the server. Most awesome-est is that this will work with all of your domain objects, because we have used generics we can apply this to any class in our domain. So what are you doing to do with all that time you just got back?

faradaypennytwinsOf late, Sensei needs to keep a clear head.  That has meant learning to segment ideas and really, really, really focus on streamlined features.  This is hard.  Not because Sensei has a plethora of great ideas.  That would be a nice problem to have.  Many times in software development you end up this guy:

This is the state where you have things you want to accomplish, yet even when you pair things down to the “essential”, other essential, critical factors must be taken into consideration before you create a mess.  This is life calling, and that string which suspends that giant sword that you noticed hovering over your head is about to snap.  There is a good chance that you need more discipline, better execution tactics, far better honed chops, you name the metaphor.  Sensei has been at this game for over 22 years, and still the speed that thought takes to become reality is way too slow.

With great sarcasm you can remind your self that some of the best work lays ahead, but the reality is that you still need to fight to be fluent, you have to claw your way to a Zen state of mind / no-mind.  So chose, the art of bushido or the art of BS.  Or maybe work smarter and enjoy life.

Before Sensei leaves you, ponder this:  does “being done” mean that you’ve dropped off a product but have to get on the phone in order to make changes, and maybe now that you are struggling why couldn’t you figure out to take time when it was more critical to be fluent with your productivity?

 


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