forms-readme.md

Form Creation Steps

Forms consist of rails form partials that provide a title, information about the form, and the form fields. The form fields will provide attributes in the form model.

Note - The form name is denoted <form_name>

• Open form model file app/models/form.rb in a text editor.

• Add the name of the form to the @forms hash in the get_subject method.

  def get_subject
    @forms = {
      "requested-book" => ["Request Book", "someone@temple.edu"],
      "recall-book" => ["Request Recall of Books Already Checked Out",  "someone@temple.edu"],
      "purchase-request" => ["Purchase Request",  "someone@temple.edu"],
      "ask-scrc" => ["Special Collections Research Center: Ask a Question", "someone@temple.edu"] }
  
    @forms.fetch(form_type)
  end
  

• Create a directory to contain the form template

  mkdir -p app/views/forms/<form_name>
  

• Add an entry in /config/locales/en.yml under the forms key, using the form_name as a key, with a title key containing the human readable name of the form, as in the example below.

  ...
  forms:
    recall_book:
      title: Request Recall of Books Already Checked Out
    purchase_request:
      title: Purchase Request
  ...
  

• Create an intro partial template file app/views/forms/<form_name>/_intro.html.erb and add the introductory text.

  Use this form to request books be placed on hold under your name
  

• Create a request information partial template file

  app/views/forms/<form_name>/_request-info.html.erb and add the form input fields in _request-info.html.erb. For each form input, create an attribute in manifold/app/models/form.rb with all of the other attributes. See below for examples of both:

  Form Partial

  <%= f.input :author, label: "Author", required: true %>
  <%= f.input :title, label: "Title", required: true %>
  <%= f.input :year, required: true %>
  <%= f.input :affiliation, label: "Affiliation", as: :radio_buttons, collection: ["TU Student", "TU Faculty or Staff", "Library Student Assistant", "Library Staff", "Visitor/Guest"], required: :true %>
  <%= f.input :pickup_location, as: :radio_buttons, collection: ["Paley","Ambler","Harrisburg"], required: :true %>
  <%= f.input :needed_date, as: :date, start_year: Date.today.year, end_year: Date.today.year+1, order: [:month, :day, :year], required: :true %>
  

  Form model attribute

  attribute :cancellation_date
  

Form Persistence

All form submissions are persisted to the database in the form_submissions table. As these forms can contain sensitive data, they are encrypted before they are stored in the DB, requiring the same key to decrypt. The key is picked up from $LOCKBOX_MASTER_KEY environment variable.

Testing Forms

All Forms should be tested with the email form shared example.

The email form shared example requires you to define two variables via let

• form_type - the url path / template path of the form, like missing-book
• form_params - a hash of params that represent data sent to the form when someone submits it. The name and email params are included by default; this just needs to include params specific to this form.

/spec/request/forms/recall_book_spec.rb

# frozen_string_literal: true

require "rails_helper"

RSpec.describe "Recall Book Form", type: :request do

  let(:form_type) { "recall-book" }
  let(:form_params) {
    {
      phone: "1234567890", tu_id: "test_id", department: "test dept",
      affiliation: "Staff", author: "test author", title: "test title",
      call_number: "test call number", substitute_edition: "false",
      pickup_location: "Ambler"
    }
  }

  it_behaves_like "email form"

end