Group
Extension

Validation-Class/lib/Validation/Class/Intro.pod

# PODNAME: Validation::Class::Intro
# ABSTRACT: Getting Started with Validation::Class

our $VERSION = '7.51'; # VERSION


__END__
=pod

=head1 NAME

Validation::Class::Intro - Getting Started with Validation::Class

=head1 VERSION

version 7.51

=head1 OVERVIEW

This documentation will serves as a brief overview of the rationale and various
usage scenarios for Validation::Class.

=head1 INTRODUCTION

    package MyApp::User;
    
    use Validation::Class;
    
    # import other class config, etc
    
    set ...;
    
    # a mixin template
    
    mxn 'basic'  => {
        required   => 1
    };
    
    # a validation rule
    
    fld 'login'  => {
        label      => 'User Login',
        error      => 'Login invalid.',
        mixin      => 'basic',
        
        validation => sub {
        
            my ($self, $field, $params) = @_;
        
            return $field->{value} eq 'admin' ? 1 : 0;
        
        }
        
    };
    
    # a validation rule
    
    fld 'password'  => {
        label         => 'User Password',
        error         => 'Password invalid.',
        mixin         => 'basic',
        
        validation    => sub {
        
            my ($self, $field, $params) = @_;
        
            return $field->{value} eq 'pass' ? 1 : 0;
        
        }
        
    };
    
    # a validation profile
    
    pro 'registration'  => sub {
        
        my ($self, @args) = @_;
        
        return $self->validate(qw(+name +email -login +password))
        
    };
    
    # an auto-validating method
    
    mth 'register'  => {
        
        input => 'registration',
        using => sub {
            
            my ($self, @args) = shift;
            
            # ... do something
            
        }
        
    };
    
    1;

=head1 SCREENCAST

The following L<screencast|http://youtu.be/YCPViiB5jv0> explains what
L<Validation::Class> is, why it was created, and what it has to offer.

=head2 Data Modeling Fun

Recently I've been experimenting with using Validation::Class to provide a
self-validating data model in various projects. The DRY approach the library
enforces ensures data integrity through consistency.

I personally prefer to check incoming data once and ensure it meets a specific
criteria then move on throughout various layers in the application stack with
a level-of-certainty that the input is as it should be, ... sort've a
set-it-and-forget-it point-of-view.

Prior to recent changes, the general idea was to have application developers
create a validation class in addition to an existing data/object model (which is
twice the work), this was the reasoning behind having the framework ship with a
Moose adapter (no longer available). Although the Moose adapter is no longer 
supported, Validation::Class provides your classes with a simple object system 
allowing your validation classes and models to become one-in-the-same.

The Validation::Class object system provides automatic generation of attributes 
and accessors based on field names, a new method for creating instances of your 
class and methods via the method keyword which creates self-validating routines 
(like method signatures). 

Simple as it may seem, these features allow developers to easily create data 
models and objects with validatable attributes and methods with built-in 
validation and error handling functionality while remaining fast and extensible 
due to its lean dependency chain.

=head2 Die On Your Own Terms

Validation::Class won't die on instantiation (or anywhere else for that matter)
unless you tell it to. The ignore_failure flag when set to false will confess to
method validation failures. The ignore_unknown flag when set to false will
confess to an attempt to validate a parameter with no matching field definition.

Although the sentiment may not be shared by all, error handling is one of those
things I'd just like to be available without worrying too much about how its
setup. Validation and error handling are built-in mechanisms you are encouraged
to leverage. Validation::Class is extremely extendable for those that wish to
roll-their-own-solution.

=head2 A Reasonably Realistic Example

The following is a reasonably realistic albeit lame example of Validation::Class
usage scenarios:

... in MyApp.pm (the glue)

    package MyApp;
    
    use Validation::Class;
    
    set classes => [__PACKAGE__]; # load all sub-classes, MyApp::*
    
    1;

... in MyApp/Person.pm (the role/base-class)

    package MyApp::Person;
    
    use Validation::Class;
    
    mxn 'basic' => {
        require => 1,
        filters => ['trim', 'strip']
    };
    
    fld 'first_name' => {
        mixin => 'basic'
    };
    
    fld 'last_name' => {
        mixin => 'basic'
    };

... in MyApp/User.pm (an app user)

    package MyApp::User;
    
    use Validation::Class;
    
    set base => ['MyApp::Person'];
    
    fld 'login' => {
        mixin => 'basic'
    };
    
    fld 'password' => {
        mixin => 'basic'
    };
    
    mth 'register' => {
        input => ['first_name', 'last_name', 'login', 'password'],
        using => sub {
        
            my ($self) = @_;
            
            # do something registrationy
        
        }
    }

... in myapp.pl (the script)

    use MyApp;
    
    # find some parameters, e.g.
    
    my $params = {
        'user.first_name' => '...',
        'user.last_name'  => '...',
        'user.login'      => '...',
        'user.password'   => '...'
    };
    
    # or
    
    my $params = {
        
        user => {
            first_name => '...',
            last_name  => '...',
            login      => '...',
            password   => '...'
        }
        
    };
    
    my $app = MyApp->new(params => $params);
    
    my $user = $app->class('user');
    
    unless ($user->register) {

        print $user->errors_to_string # more error handling via V::C::Errors

    }
    
    # or
    
    my $user = MyApp::User->new(first_name => '...', last_name => '...');
    
    unless ($user->register) {
    
        # $user->error_count
        
    }

=head1 BUILDING CLASSES

    package MyApp::User;
    
    use Validation::Class;
    
    # a validation rule template

    mixin 'basic'  => {
        required   => 1,
        min_length => 1,
        max_length => 255,
        filters    => ['lowercase', 'alphanumeric']
    };
    
    # a validation rule

    field 'login'  => {
        mixin      => 'basic',
        label      => 'user login',
        error      => 'login invalid',
        validation => sub {
            
            my ($self, $field, $params) = @_;
            
            return $field->value eq 'admin' ? 1 : 0;
            
        }
    };
    
    # a validation rule

    field 'password'  => {
        mixin         => 'basic',
        label         => 'user login',
        error         => 'login invalid',
        validation    => sub {
            
            my ($self, $field, $params) = @_;
            
            return $field->value eq 'pass' ? 1 : 0;
            
        }
    };
    
    1;

Your validation class can be thought of as your data-model/input-firewall. The
benefits this approach provides might require you to change your perspective
on parameter handling and workflow. Typically when designing an application we
tend to name parameters arbitrarily and validate the same data at various stages
during a program's execution in various places in the application stack. This
approach is inefficient and prone to bugs and security problems.

To get the most out of Validation::Class you should consider each parameter
hitting your application (individually) as a transmission fitting a very specific
criteria, yes, like a field in a data model.

Your validation rules will act as filters which will reject or accept and
format the transmission for use within your application, yes, almost exactly
like a firewall.

A validation class is defined as follows:

    package MyApp::User;
    
    use Validation::Class;
    
    # a mixin template

    mxn 'basic'  => {
        required   => 1
    };
    
    # a validation rule

    fld 'login'  => {
        label      => 'User Login',
        error      => 'Login invalid.',
        mixin      => 'basic',

        validation => sub {

            my ($self, $field, $params) = @_;
            
            return $field->value eq 'admin' ? 1 : 0;

        }

    };
    
    # a validation rule

    fld 'password'  => {
        label         => 'User Password',
        error         => 'Password invalid.',
        mixin         => 'basic',

        validation    => sub {

            my ($self, $field, $params) = @_;
            
            return $field->value eq 'pass' ? 1 : 0;

        }

    };
    
    # a validation profile

    pro 'registration'  => sub {

        my ($self, @args) = @_;

        return $self->validate(qw(+name +email -login +password))
        
    };
    
    # an auto-validating method

    mth 'register'  => {
        
        input => [qw/+login +password/],
        using => sub {
            
            my ($self, @args) = shift;
            
            # ... do something
            
        }
        
    };
    
    1;

The fields defined will be used to validate the specified input parameters.
You specify the input parameters at/after instantiation, parameters should take
the form of a hashref of key/value pairs passed to the params attribute, or
attribute/value pairs. Multi-level (nested) hashrefs are allowed
and are inflated/deflated in accordance with the rules of L<Hash::Flatten>.
The following is an example on using your validate class to validate input in
various scenarios:

    # web app
    package MyApp;
    
    use MyApp::User;
    use Misc::WebAppFramework;
    
    get '/auth' => sub {
        
        # get user input parameters
        my $params = shift;
    
        # initialize validation class and set input parameters
        my $user = MyApp::User->new(params => $params);
        
        unless ($user->validate('login', 'password')) {
            
            # print errors to browser unless validation is successful
            return $user->errors_to_string;
            
        }
        
        return 'you have authenticated';
        
    };

Lazy validation? Have your validation class automatically find the appropriate
fields to validate against (params must match field names). This is possible but
not necessarily recommended as the execution and validation is dictated by the
parameters submitted (which you may or may not have control over).

    use MyApp::User;
    
    my $user = MyApp::User->new(params => $params);
    
    unless ($user->validate) {
    
        return $input->errors_to_string;
    
    }

You can define an alias to automatically map a parameter to a validation field
whereby a field definition will have an alias attribute containing an arrayref
of alternate names that can be matched against passed-in parameter names.

    package MyApp::User;
    
    field 'fu' => {
        ...,
        alias => [
            'foo',
            'bar',
            'baz',
            'bax'
        ]
        
    };

    package main;

    use MyApp::User;
    
    my  $user = MyApp::User->new(params => { foo => 1 });
    
    unless ($user->validate('fu'){
    
        return $user->errors_to_string;
    
    }
    
    # OK because foo is an alias on the fu field

=head2 Filtering Incoming Data

Validation::Class supports pre/post filtering but is configured to pre-filter
incoming data. This means that based upon the filtering options supplied within
the individual fields, filtering will happen before validation (technically at
instantiation and again just before validation). As expected, this is configurable
via the filtering attribute.

A WORD OF CAUTION: Validation::Class is configured to pre-filter incoming data
which boosts application security and is best used with passive filtering 
(e.g. converting character case - filtering which only alters the input in
predictable ways), versus aggressive filtering (e.g. formatting a telephone
number) which completely and permanently changes the incoming data ... so much
so that if the validation still fails ... errors that are reported may not
match the data that was submitted.

If you're sure you'd rather employ aggressive filtering, I suggest setting
the filtering attribute to 'post' for post-filtering or setting it to null
and applying the filters manually by calling the apply_filters() method.

=head2 Auto Serialization/Deserialization

Validation::Class supports automatic serialization and deserialization of
parameters with complex data structures which means that you can set a parameter
as an arrayref or hashref of nested data structures and validate against them, 
likewise you can set a parameters using parameter names which are serialized
string representations of the keys within the complex structure you wish to set
and validate against. The serialization rules are as documented in L<Hash::Flatten>.

The following is an example of that:

    my $params = {
        user => {
            login => 'admin',
            password => 'pass'
        }
    };
    
    my $input = MyApp->new(params => $params);
    
    # or
    
    my $params = {
        'user.login' => 'admin',
        'user.password' => 'pass'
    };
    
    my $input = MyApp->new(params => $params);
    
    # field definition using field('user.login', ...)
    # and field('user.password', ...) will match against the parameters above
    
    # after filtering, validation, etc ... return your params as a hashref if
    # needed
    
    my $params = $input->get_params_hash;

=head2 Separation of Concerns

For larger applications where a single validation class might become cluttered
and inefficient, Validation::Class comes equipped to help you separate your
validation rules into separate classes.

The idea is that you'll end up with a main validation class (most likely empty)
that will simply serve as your point of entry into your relative (child)
classes. The following is an example of this:

    package MyVal::User;
    
    use Validation::Class;
    
    field name => { ... };
    field email => { ... };
    field login => { ... };
    field password => { ... };
    
    package MyVal::Profile;
    
    use Validation::Class;
    
    field age => { ... };
    field sex => { ... };
    field birthday => { ... };
    
    package MyVal;
    
    use Validation::Class;
    
    set classes => [__PACKAGE__];
    
    package main;
    
    my $input = MyVal->new(params => $params);
    
    my $user = $input->class('user');
    
    my $profile = $input->class('profile');
    
    ...
    
    1;

=head1 BUILDING OBJECTS

    package MyApp::Database;
    
    use DBI;
    use Validation::Class;
    
    fld name => {
        required => 1,
    };
    
    fld host => {
        required => 1,
    };
    
    fld port => {
        required => 1,
    };
    
    fld user => {
        required => 1,
    };
    
    fld pass => {
        # ...
    };
    
    obj _build_dbh => {
        type => 'DBI',
        init => 'connect', # defaults to new
        args => sub {
            
            my ($self) = @_;
            
            my @conn_str_parts =
                ('dbi', 'mysql', $self->name, $self->host, $self->port);
            
            return (
                join(':', @conn_str_parts),
                $self->user,
                $self->pass
            )
            
        }
    };
    
    has dbh => sub { shift->_build_dbh }; # cache the _build_dbh object
    
    sub connect {
    
        my ($self) = @_;
        
        my @parameters = ('name', 'host', 'port', 'user');
        
        if ($self->validate(@parameters)) {
        
            if ($self->dbh) {
                
                my $db = $self->dbh;
                
                # ... do something else with DBI
                
                return 1;
                
            }
            
            $self->set_errors($DBI::errstr);
        
        }
        
        return 0;
    
    }
    
    package main;
    
    my $database = MyApp::Database->new(
        name => 'test',
        host => 'localhost',
        port => '3306',
        user => 'root'
    );
    
    if ($database->connect) {
    
        # ...
    
    }

More documentation to come ...

=head1 BUILDING PLUGINS

When creating B<official> Validation::Class plugins you should use the namespace
Validation::Class::Plugin::YourPluginName. This will allow users of your plugin
to simply pass YourPluginName to C<load.plugins> option of the load() method.
Otherwise you will need to pass the fully-qualified plugin package name prefixed
with a "+" symbol. The following is an example of including a plugin.

    package MyApp::User;
    
    use Validation::Class;
    
    set plugins => [
        'PluginName', # Validation::Class::Plugin::PluginName
        '+MyApp::User::YourPluginName'
    ];
    
    # a validation rule
    
    field 'login'  => {
        label      => 'User Login',
        error      => 'Login invalid.',
        required   => 1,
        validation => sub {
            my ($self, $field, $params) = @_;
            return $field->{value} eq 'admin' ? 1 : 0;
        }
    };
    
    # a validation rule
    
    field 'password'  => {
        label         => 'User Password',
        error         => 'Password invalid.',
        required      => 1,
        validation    => sub {
            my ($self, $field, $params) = @_;
            return $field->{value} eq 'pass' ? 1 : 0;
        }
    };
    
    1;

Your plugin is loaded at runtime and can manipulate the calling class by
declaring a B<new> method. The following is an example of a fictitious
plugin for formatting telephone numbers:

    package Validation::Class::Plugin::USTelephone;
    
    # hook into the instantiation process of the calling class at runtime
    
    sub new {
    
        my ($plugin, $caller) = @_;
        
        # US Telephones
        
        $caller->filters->{telephone_usa} = sub {
        
            my $phone = shift;
               $phone =~ s/\D//g;
            
            my ($area, $prefix, $xchng) = $phone =~ m/1?(\d{3})(\d{3})(\d{4});
               
            return "+1 ($area) $prefix-$xchng";
        
        };
        
    }

Once we create, test and deploy our plugin, we can use it in our code as follows:

    package MyApp::User;
    
    use Validation::Class;
    
    set plugins => ['USTelephone'];
    
    # a validation rule
    
    field 'phone'  => {
        label      => 'Telephone Number',
        error      => 'Phone number invalid.',
        required   => 1,
        filters    => ['telephone_usa'],
        filtering  => 'post', # phone is only formatted if validation passes
    };
    
    package main ;
    
    my $input = MyApp::User->new(...);
    
    # ...

=head1 INTROSPECT AND EXTEND

Most users will never venture beyond the public API, but powerful abilities
await the more adventureous developer and this section was written specifically
for you. To assist you on along your journey, let me explain exactly what
happens when you define and instantiate a validation class.

Classes are defined using keywords (field, mixin, filter, etc) which register
rule definitions on a cached class profile (of-sorts) associated with the class
which is being constructed. On instantiation, the cached class profile is cloned
then merged with any arguments provided to the constructor, this means that even
in a persistent environment the original class profile is never altered.

To begin introspection, simply look into the attributes attached to the class
prototype, e.g. fields, mixins, filters, etc., the following examples will give
you an idea of how to use introspection to extend your application code using
Validation::Class.

Please keep in mind that Validation::Class is likely to have most of the
functionalty you would need to introspect your codebase. The following is an 
introspect design template that will work in most cases:

    package MyApp::Introspect;
    
    use Validation::Class;
    
    set classes => ['MyApp']; # load MyApp and all MyApp::* child classes
    
    sub per_class {
    
        my ($self, $code) = @_;
        
        $self->proto->relatives->each(sub {
            
            my ($alias, $namespace) = @_;
            
            # do something with each class
            $code->($namespace); 
        
        });
    
    }
    
    sub per_field_per_class {
    
        my ($self, $code) = @_;
        
        $self->per_class(sub {
            
            my $namespace = shift;
            
            my $class = $namespace->new;
            
            foreach my $field (sort $class->fields->keys) {
            
                # do something with each field
                $code->($class, $class->fields->{$field}); 
            
            }
            
        });
    
    }
    ...

=head1 MISC TECHNIQUES

What follows is a miscellaneous list of tips and tricks that leverage
Validation::Class to perform additional operations.

=head2 Log All Validation Attempts

    package MyApp::User;
    
    use Validation::Class;
    use Class::Method::Modifiers;
    
    ...
    
    after validate => sub {
        
        my ($self, @args) = @_;
        
        # maybe using Log::Log4Perl to write log validation attempts
        
    };
    
    after validate_profile => sub {
        
        my ($self, @args) = @_;
        
        # maybe using Log::Log4Perl to write log validation attempts
        
    };

More documentation to come ...

=head2 Client-Side Validation Library

In the context of a web-application, it is often best to perform the initial
input validation on the client (web-browser) before submitting data to the
server for further validation and processing. In the following code we will
generate javascript objects that match our Validation::Class data models which
we will then use with jQuery to validate form data, etc.

... in bin/generate_jsapi

    # usage: ./generate_jsapi > app.api.js

    use MyApp::Introspect;
    
    use JSON;
    
    my $classes = {};
    
    my $json = JSON->new->allow_blessed->convert_blessed->pretty([1]);
    
    my $introspection = MyApp::Introspect->new;
    
    $introspection->per_field_per_class(sub{
    
        my ($class, $field) = @_;
        
        my $namespace = ref $class;
        
        # attributes we want in the js api
        
        my $attributes = { map { $_ => $field->{$_} } qw(
            name label error filters required length min_length max_length
        ) };
        
        my $fieldspace = $classes->{$namespace}->{$field->{name}} = $attributes;
    
    });
    
    # generate the JS API
    
    print "\n";
    
    print "var MyApp = MyApp || {};\n\n";
    
    while (my($namespace, $fields) = each(%{$classes})) {
    
        $namespace =~ s/::/./;
        
        my $objects = $json->encode($fields);
        
        chomp $objects;
        
        print "$namespace = $objects;\n\n";
    
    }

The output of the following script should generate a file which looks similar
to the following:

    var MyApp = MyApp || {};
    
    MyApp.Test = {
       "email" : {
          "name" : "email",
          "filters" : [
             "strip",
             "trim"
          ],
          "min_length" : 3,
          "length" : null,
          "required" : 1,
          "error" : null,
          "label" : null,
          "max_length" : 255
       },
       "password" : {
          "name" : "password",
          "filters" : [
             "strip",
             "trim"
          ],
          "min_length" : 5,
          "length" : null,
          "required" : 1,
          "error" : null,
          "label" : null,
          "max_length" : 255
       },
       "name" : {
          "name" : "name",
          "filters" : [
             "strip",
             "trim"
          ],
          "min_length" : 5,
          "length" : null,
          "required" : 1,
          "error" : null,
          "label" : null,
          "max_length" : 255
       },
       "id" : {
          "name" : "id",
          "filters" : [
             "strip",
             "trim"
          ],
          "min_length" : null,
          "length" : null,
          "required" : 0,
          "error" : null,
          "label" : null,
          "max_length" : 11
       },
       "login" : {
          "name" : "login",
          "filters" : [
             "strip",
             "trim"
          ],
          "min_length" : 5,
          "length" : null,
          "required" : 1,
          "error" : null,
          "label" : null,
          "max_length" : 255
       }
    };

If its not obvious yet, we can easily use this generated javascript API with
jQuery to validate forms, etc. The following are a few ideas on how we might do
that.

... the form

    <form action="/awesomeness" class="protected">
    
        <input id="name" name="name" value="" model="test-name" />
    
    </form>

... the javascript

    // validate any form with a 'protected' class 
    $('form.protected').submit(function(){
    
        // all form fields submitted
        $(':input', this).each(function(){
        
            var model = $(this).attr('model');
            
            if (model) {
            
                var cf = model.split("-");
                
                var class = cf[0];
                var field = cf[1];
                
                // uppercase first
                class = class.charAt(0).toUpperCase() + class.slice(1);
                
                // check model against element, e.g.
                if (! $(this).val() && MyApp[class][field].required) {
                    
                    // ERROR, DANGER, KABOOM!!!
                    
                }
                
            }
            
        });
    
    });

=head1 AUTHOR

Al Newkirk <anewkirk@ana.io>

=head1 COPYRIGHT AND LICENSE

This software is copyright (c) 2011 by Al Newkirk.

This is free software; you can redistribute it and/or modify it under
the same terms as the Perl 5 programming language system itself.

=cut



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