stillat/relationships

Provides bi-directional entry relationship automation

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Type:statamic-addon

v2.2.1 2024-06-29 19:04 UTC

README

Entry Relationships provides a simple way to keep related Statamic entries in sync, automatically.

Overview

Entry relationships can help to dramatically simplify keeping related Entries in sync with each other.

For example, if you had a conferences collection that had a sponsored_by (containing a list of sponsors) field that needed to be kept in sync with a sponsors collection that contained a sponsoring field (containing a list of conferences that sponsor is sponsoring), the Entry Relationships addon lets you express this relationship like so:

<?php

namespace App\Providers;

use Illuminate\Support\ServiceProvider;
use Stillat\Relationships\Support\Facades\Relate;

class AppServiceProvider extends ServiceProvider
{
    public function boot()
    {
        Relate::manyToMany(
            'conferences.sponsored_by',
            'sponsors.sponsoring'
        );
    }
}

Once a relationship has been created, Entry Relationships will leverage Statamic's entry events to keep things in sync automatically.

Relationships are also bi-directional. Updating the conference entries will automatically add the conference to any related sponsors. Updated the sponsors instead? No problem! Any conferences those sponsors are related to will also be updated!

Entry Relationships will keep track of and automatically apply the following types of updates:

  • New entry relationship: A new sponsor was added to a conference. The conference will also be added to the sponsors entry.
  • A relationship being removed: A sponsor was removed from a conference. The conference will also be removed from the sponsors entry.
  • Related entry being deleted: A conferences entry was deleted. Any sponsors that reference the deleted conferences will be updated, and have that conference removed.

How to Install

You can search for this addon in the Tools > Addons section of the Statamic control panel and click install, or run the following command from your project root:

composer require stillat/relationships

How to Use

Made it past the introduction? Fantastic! Entry Relationships supports a number of relationship types, as well as provides a few helper commands.

Types of Relationships

Entry Relationships supports the following types of relationships:

  • Many to Many: There may be many conferences supported by any number of sponsors, and each sponsor can support any number of conferences.
  • Many to One: Many books may be written by a single author.
  • One to Many: An author may have written many books.
  • One to One: A specific job position may only be filled by one employee, and a single employee can only hold a single position at a time.

Supported Data Entities

Entry Relationships supports the following data entities:

  • Entries: Collection entries.
  • Users: Individual users.
  • Terms: Taxonomy terms.

By default, Entry Relationships will assume that the relationship is between entries for backwards compatibility. To create a relationship between users and your entries, you will need to prefix the relationship with the data type to use when evaluating the relationship.

As an example, to create a relationship between a collection of conferences and the users who are managing those conferences, we could use something similar to the following:

<?php

namespace App\Providers;

use Illuminate\Support\ServiceProvider;
use Stillat\Relationships\Support\Facades\Relate;

class AppServiceProvider extends ServiceProvider
{
    public function boot()
    {
        Relate::manyToMany(
            'user:managing_conferences',
            'conferences.managed_by'
        );
    }
}

Note that we only have to specify the field name when referencing users.

To create a Taxonomy Terms relationship, we must specify the entity type as well as the taxonomy name:

<?php

namespace App\Providers;

use Illuminate\Support\ServiceProvider;
use Stillat\Relationships\Support\Facades\Relate;

class AppServiceProvider extends ServiceProvider
{
    public function boot()
    {
        Relate::manyToMany(
            'term:topics.posts',
            'posts.topics'
        );
    }
}

Creating a Many to Many Relationship

Example: Conferences can have many sponsors. Each sponsor can support many conferences.

To create a many to many relationship, you will need two collections. Each collection should contain an entries field, referencing the other collection. Both of these fields will need to allow multiple entries to be associated.

For example, assuming the following collection setup:

A conferences collection containing a sponsored_by field referencing the sponsors collection:

sections:
  main:
    display: Main
    fields:
      -
        handle: title
        field:
          type: text
          required: true
          validate:
            - required
      -
        handle: sponsored_by
        field:
          mode: default
          create: true
          collections:
            - sponsors
          display: Sponsors
          type: entries
          icon: entries
          listable: hidden
          instructions_position: above
          read_only: false
title: Conferences

and a sponsors collection referencing the conferences collection:

sections:
  main:
    display: Main
    fields:
      -
        handle: title
        field:
          type: text
          required: true
          validate:
            - required
      -
        handle: sponsoring
        field:
          mode: default
          create: true
          collections:
            - conferences
          display: Sponsoring
          type: entries
          icon: entries
          listable: hidden
          instructions_position: above
          read_only: false
title: Sponsors

The following relationship can be defined within your site's service provider (app/Providers/AppServiceProvider.php):

<?php

namespace App\Providers;

use Illuminate\Support\ServiceProvider;
use Stillat\Relationships\Support\Facades\Relate;

class AppServiceProvider extends ServiceProvider
{
    public function boot()
    {
        Relate::manyToMany(
            'conferences.sponsored_by',
            'sponsors.sponsoring'
        );
    }
}

The manyToMany method will automatically define the inverse relationship for you. It is not necessary to define a many to many relationship from sponsors to conferences.

If you need to create multiple many-to-many relationships, you may choose to use set syntax, which providers a shortcut for defining multiple relationships. For example, to relate many collections to a taxonomy, you could use the following:

<?php

namespace App\Providers;

use Illuminate\Support\ServiceProvider;
use Stillat\Relationships\Support\Facades\Relate;

class AppServiceProvider extends ServiceProvider
{
    public function boot()
    {
        Relate::manyToMany(
            'term:categories.field_name',
            'entry:{collection1,collection2,collection3,collection4}.field_name'
        );
    }
}

The above example will create a many-to-many relationship between the categories taxonomy and the field_name field, and is equivalent to the following:

<?php

namespace App\Providers;

use Illuminate\Support\ServiceProvider;
use Stillat\Relationships\Support\Facades\Relate;

class AppServiceProvider extends ServiceProvider
{
    public function boot()
    {
        Relate::manyToMany(
            'term:categories.field_name',
            'entry:collection1.field_name'
        );
        
        Relate::manyToMany(
            'term:categories.field_name',
            'entry:collection2.field_name'
        );

        Relate::manyToMany(
            'term:categories.field_name',
            'entry:collection3.field_name'
        );

        Relate::manyToMany(
            'term:categories.field_name',
            'entry:collection4.field_name'
        );
    }
}

Creating a One to Many Relationship

Example: Many books can be written by one author. Each author can write many books.

To create a many to one relationship, you will need two collections. Each collection should contain an entries field, referencing the other collection.

For this relationship, the collection that can be associated to a single other entry (books in this example) should have their entries field set to max_items: 1. The collection that can have many items associated with it (authors in this example) should have their entries field set to allow multiple associated entries.

Using a books collection referencing a single author:

sections:
  main:
    display: Main
    fields:
      -
        handle: title
        field:
          type: text
          required: true
          validate:
            - required
      -
        handle: content
        field:
          type: markdown
          localizable: true
      -
        handle: author
        field:
          max_items: 1
          mode: default
          create: true
          collections:
            - authors
          display: Author
          type: entries
          icon: entries
          listable: hidden
          instructions_position: above
          read_only: false
title: Books

and an authors collection referencing many books:

sections:
  main:
    display: Main
    fields:
      -
        handle: title
        field:
          type: text
          required: true
          validate:
            - required
      -
        handle: content
        field:
          type: markdown
          localizable: true
      -
        handle: books
        field:
          mode: default
          create: true
          collections:
            - books
          display: Books
          type: entries
          icon: entries
          listable: hidden
          instructions_position: above
          read_only: false
title: Authors

The following relationship can be defined within your site's service provider (app/Providers/AppServiceProvider.php):

<?php

namespace App\Providers;

use Illuminate\Support\ServiceProvider;
use Stillat\Relationships\Support\Facades\Relate;

class AppServiceProvider extends ServiceProvider
{
    public function boot()
    {
        Relate::oneToMany(
            'books.author',
            'authors.books'
        );
    }
}

The oneToMany method will automatically create the inverse manyToOne relationship for you. You do not need to create a relationship from authors.books to books.author.

Creating a Many to One Relationship

Example: An author can write many books. Each book is written by a single author.

This relationship is the inverse of the one to many relationship.

Using the same setup from the Creating a One to Many Relationship section, a many to one relationship can be defined like so:

<?php

namespace App\Providers;

use Illuminate\Support\ServiceProvider;
use Stillat\Relationships\Support\Facades\Relate;

class AppServiceProvider extends ServiceProvider
{
    public function boot()
    {
        Relate::manyToOne(
            'authors.books',
            'books.author'
        );
    }
}

When using the manyToOne method, you do not need to define the oneToMany inverse relationship from books.author to authors.books. This is done automatically for you.

Creating a One to One Relationship

Example: A job position may be held by a single employee. A single employee may only have one job at a time.

To create a many to one relationship, you will need two collections. Each collection should contain an entries field, referencing the other collection. Each field must contain the max_items: 1 configuration property.

Assuming an employees collection:

sections:
  main:
    display: Main
    fields:
      -
        handle: title
        field:
          type: text
          required: true
          validate:
            - required
      -
        handle: position
        field:
          max_items: 1
          mode: default
          create: true
          collections:
            - positions
          display: Position
          type: entries
          icon: entries
          listable: hidden
          instructions_position: above
          read_only: false
title: Employees

and a positions collection:

sections:
  main:
    display: Main
    fields:
      -
        handle: title
        field:
          type: text
          required: true
          validate:
            - required
      -
        handle: filled_by
        field:
          max_items: 1
          mode: default
          create: true
          collections:
            - employees
          display: 'Filled By'
          type: entries
          icon: entries
          listable: hidden
          instructions_position: above
          read_only: false
title: Positions

The following relationship can be defined within your site's service provider (app/Providers/AppServiceProvider.php):

<?php

namespace App\Providers;

use Illuminate\Support\ServiceProvider;
use Stillat\Relationships\Support\Facades\Relate;

class AppServiceProvider extends ServiceProvider
{
    public function boot()
    {
        Relate::oneToOne(
            'employees.position',
            'positions.filled_by'
        );
    }
}

You do not need to define the inverse relationship from positions.filled_by to employees.position. This is done automatically for you.

Other Things

Each relationship has a few properties that you can use to control how Entry Relationships handles them. These are:

  • withEvents: This is false by default. When true, each updated entry will also emit their own EntrySaving and EntrySaved events
  • allowDelete: This is true by default. When true deleting an entry will remove that entry from any associated entries

These properties can be adjusted by calling their corresponding methods after defining the relationship:

<?php

namespace App\Providers;

use Illuminate\Support\ServiceProvider;
use Stillat\Relationships\Support\Facades\Relate;

class AppServiceProvider extends ServiceProvider
{
    public function boot()
    {
        Relate::manyToMany(
            'conferences.sponsored_by', 
            'sponsors.sponsoring'
        )->allowDelete(false)->withEvents(true);
    }
}

Additionally, you can define your own relationships manually (but it is much easier to use one of the previously covered methods):

<?php

namespace App\Providers;

use Illuminate\Support\ServiceProvider;
use Stillat\Relationships\Support\Facades\Relate;

class AppServiceProvider extends ServiceProvider
{
    public function boot()
    {
        Relate::collection('conferences')
                ->field('sponsored_by')
            ->isRelatedTo('sponsors')
            -   >through('sponsoring')
            ->manyToMany();
    }
}

The automatic inverse relationships are not created when defining relationships manually.

Console Commands

The Entry Relationships addon provides a few console commands that can help simplify implementation and debugging.

The addon provides the following commands:

  • php please relate:list: Lists all defined relationships and their details
  • php please relate:fill: Forces the addon to check all entries are in sync with each other. If not, they will be updated.

The relate:list Command

Running php please relate:list will display a table of all defined relationships:

Relationship List Table

The first column displays an index number for each relationship. It has no meaning other than to help relate automatically created inverse relationships.

  • Primary Collection: The collection that appears first in the relationship (the first collection handle provided, or the left collection)
  • Related Collection: The collection that appears last when defining the relationship (the second collection handle provided, or the right collection)
  • Primary Field: The field handle being used for the relationship, defined in the primary collection
  • Related Field: The field handle being used for the relationship, defined in the related collection
  • Relationship: A human friendly description of the relationship's type
  • With Events: Indicates if entries will saved quietly, or not
  • Allow Deletes: Indicates if related entries will be updated when their related entries are deleted
  • Is Automatic Inverse: Indicates if the relationship was automatically created for you. If so, the relationship's index you defined will appear after it in parenthesis.

You can limit the results returned to a single collection like so:

php please relate:list collection

The relate:fill Command

This command can be used to force the Entry Relationships addon to check and update all related entries.

A common use case for this is when you already had a books collection and have associated their author. Later on, you add a books field to the authors collection. Running this command will bring the books and authors entries in sync for you.

The relate:fill command supports a few options:

You can limit the operation to a single collection like so:

php please relate:fill collection

License

Entry Relationships is free software released under the MIT License.