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NAME
    CGI::OptimalQuery - dynamic SQL query viewer

SYNOPSIS
      use CGI::OptimalQuery;

      # construct a CGI::OptimalQuery object
      my $oq = CGI::OptimalQuery->new({
        q => CGI->new(),
        dbh => $dbh,

        title => 'Employee List',

        select => {
          'NAME' => ['emp','emp.lname||', '||emp.fname", "Name"],
          'DEPT' => ["dept", "dept.name", "Department"]
        },

        # default shown columns alias list
        show => ['NAME', 'DEPT'],

        # defined joins included in the from clause
        joins => {
            'emp' => [ undef, 'employee', undef],
            'dept'=> ["emp", "
                left join ( SELECT name FROM dept ) dept
                  on (emp.dept = dept.id)"]
        },
        options => {
          'CGI::OptimalQuery::InteractiveQuery' => {
            mutateRecord => sub { my $rec = shift; $$rec{NAME} = ''; }
            OQdataRCol => sub { my $rec = shift; return "stuff"; }
          }
        }
      );

      # output view to STDOUT
      $oq->output();

DESCRIPTION
    Developer describes environment, output options, and database query;
    CGI::OptimalQuery provides user with a web interface to view, filter,
    sort, and export the data.

    Sounds simple, but CGI::OptimalQuery does not write the SQL for the
    developer. It is only responsible for gluing the appropriate pieces of
    SQL together to form an optimized SQL query, and outputing the results
    in a format the user chooses.

    This module has been tested for:

      1) SQLite
      2) MySQL
      3) PostgreSQL
      4) Microsoft SQL Server (must use MARS_Connection=yes in connection option)
      5) Oracle

    The important elements the developer describes are what fields (select
    elements) the user can see and what data sets (join elements) those
    fields come from. Each select and join element can depend upon joins.
    For every Optimal Query there is one driving data set. The driving set
    does not depend on other data sets. For every row in the driving data
    set there can only be one corresponding row when joining the driving
    data set to other joins described in the joins configuration hash
    reference. This allows Optimal Query to optimize SQL and only include
    the appropriate joins when the user has selected a column from one of
    those joins. For example: If there are employee and department tables
    and the user only wants to see employee fields (not department fields)
    then Optimal Query will not join in the department table.

INSTALLATION
    Configure your web server to allow it to serve the "Resources" directory
    containing static html/js/css files. This directory is located near the
    installation path. The easiest way to find it is to execute:

      perl -MCGI::OptimalQuery -e '$_=$INC{"CGI/OptimalQuery.pm"};s/\.pm$/\/Resources\n/;print $_'

    If you are using Apache, add the following config:

    # required CGI::OptimalQuery static files Alias /OptimalQuery/
    /usr/local/share/perl5/CGI/OptimalQuery/Resources/

METHODS
    new ( \%CONFIG )
      Returns an optimal query object.

      "\%CONFIG" (a hash reference) describes the environment, query
      description, and output options using key and value pairs. Possible
      configuration elements are shown below. (required ones are first)

    *REQUIRED CONFIGURATION*
      The following KEY/VALUES below for %CONFIG in the call to "new" are
      required.

    title => "This is the title of this Query"
    dbh => DBI->connect( .. )
      provides OptimalQuery a connection to the database.

    show => ['COLALIAS1', 'COLALIAS2']
      Default fields to show user when loading OptimalQuery the first time.
      This can also be set as a CGI param where the value is a comma
      separated list of column aliases. Example: "[NAME], [DOB]".

    select => { SELECT_ALIAS => [ DEP, SQL, NAME, OPTIONS ], .. }
      The select configuration describes what fields from the query can be
      selected, filtered, and sorted.

      SELECT_ALIAS (STRING)
          is the alias for the select field. This alias is used throughout
          the rest of the configuration to describe the field.

      DEP (STRING | ARRAYREF)
          describes required joins that must be included to use the select
          specified. The DEP can be written as a string or an array
          reference of strings if multiple dependancies for the field exist.

      SQL (STRING | ARRAYREF)
          SQL to display values for this field. Specified as a string or
          array reference where the first element is the SQL and each
          element after is a bind value.

      NAME (STRING | undef)
          label describing the field name. If "undef", field cannot be
          selected by user and is considered hidden.

      OPTIONS (HASHREF | undef)
          The following KEY/VALUES below describe OPTIONS used by the select
          configuration.

          is_hidden => 1
              hides the select field and data from being viewed by the user.
              Data for this select is still available in callbacks and can
              be included in the hiddenFilter.

          always_select => 1
              tells OptimalQuery to always select the column regardless if
              it isn't explicitly being used in the show. This does not
              automatically make it shown to the user, but it will be
              available to the developer in callbacks.

          select_sql => (STRING | ARRAYREF)
          filter_sql => (STRING | ARRAYREF)
          sort_sql => (STRING | ARRAYREF)
              SQL to use instead of the default SQL for the select for the
              context described.

          date_format => (STRING)
              if column is a date and date format is specified, OptimalQuery
              will write SQL to use the date format appropriately.

              Note: Oracle's date component also has a built-in time
              component. If the data is '11/24/2005 14:56:45' and the
              date_format is 'MM/DD/YYYY', the date will show up as
              '11/24/2005'. If a user tries to filter on date '11/24/2005'
              Oracle will only match '11/25/2005 00:00:00' leaving out
              results the user probably thinks should be included. In this
              case, the developer should trunc the date. Trunc strips the
              time component from a date field. Example:

                DATE_COL => ['DEP1', 'trunc(dep1.date_field)', 'My Date',
                               { date_format => 'MM/DD/YYYY' } ]

    joins => { JOIN_ALIAS => [ DEP, JOIN_SQL, WHERE_SQL, OPTIONS ], .. }
      describes what tables to join in order to fulfill the dependancies
      used by the fields described in the SELECT HASHREF.

      JOIN_ALIAS (STRING)
          is the alias for the table or inline view decribed in the
          JOIN_SQL.

      DEP (STRING | ARRAYREF | undef)
          describes required joins that this join depends upon. This should
          be "undef" if and only if this is defining the driving data set.

      JOIN_SQL (STRING | ARRAYREF)
          describes the SQL that is used in the join clause for the
          generated SQL. Example: "LEFT JOIN dept ON (emp.dep_id =
          dept.id)". If this describes the driving table, only the table
          name is needed. Inline views can also be used. Make sure you
          specify the alias on the view! Example: JOIN ( SELECT * FROM emp
          WHERE is_active = 'Y') active_emps

      WHERE_SQL (undef | STRING | ARRAYREF)
          This is deprecated. It was used to describe the SQL in the where
          clause that was needed to join the table described in the from
          clause. Since SQL-92 allows developers to put the join SQL in the
          join, this should not be used.

      OPTIONS (undef | HASHREF)
          The following KEY/VALUES below describe OPTIONS used by the joins
          configuration.

          new_cursor => 1
              tells OptimalQuery to open a new cursor for this join. This
              can be used to select and filter multi-value fields.
              Optionally, an order_by param can be specified to sort the
              results returned by the cursor as such:

          new_cursor_order_by => "some_field.id"

    *OPTIONAL CONFIGURATION*
      The following KEY/VALUES below for %CONFIG in the call to "new" are
      NOT required.

    AutoSetLongReadLen => 1
      Tells OptimalQuery to automatically set "$dbh->{SetLongReadLen}". Used
      only in Oracle. Enabling this setting may slow down OptimalQuery since
      it needs to do extra queries to set the length if LOBS exist. This is
      only enabled by default when using Oracle.

    check => 0
      Tells OptimalQuery to do additional checking to make sure the amount
      of rows in the driving table is equal even when including other joins.
      It is off by default because there can be a significant performace hit
      when enabled.

    debug => 0
      sends debug info to the error_handler (STDERR is default)

    error_handler => sub { ($err) = @_; }
      intercept messages sent to the error handler. Very useful if you are
      running in a mod_perl env and want to redirect error messages using
      "$areq->log_error($msg)".

    filter => "[SELECT_COL_ALIAS] like 'foo' AND .."
    hiddenFilter => "[SELECT_COL_ALIAS] like 'foo' AND .."
      default filters to include on a fresh loaded OptimalQuery. The value
      is translated to an SQL where clause using the grammar described in
      the *FILTER GRAMMAR* section. Both filter options can also be set by
      CGI param. Example: <a href=/Search?filter=".escape_uri("[NAME] like
      'foo'")

    module => { OverloadModuleLabel => PerlModuleName, .. }
      This is an advanced feature that can help perl guru's change the
      factory blueprints for optimal query modules instantiated by
      CGI::OptimalQuery.

    named_filters => { NORMAL_NAMED_FILTER, CUSTOM_NAMED_FILTER, .. }
      allow developers to create complex predefined sql for insertion in the
      where clause by the 'filter' and 'hiddenFilter' parameters. There are
      two types of named_filters: "normal" and "custom". Normal named
      filters are defined with static SQL. Custom named filters are dynamic
      and most often take arguments which influence the SQL and bind params
      generated via callbacks.

      NORMAL_NAMED_FILTER
            filterNameAlias => [ DEP, SQL, NAME ]

          DEP is a string or an ARRAY of strings describing the dependancies
          used by the named filter. SQL is a string or an arrayref with
          SQL/bind values that is used in the where clause when the named
          filter is enabled. The NAME is used to describe the named filter
          to the user running the report.

      CUSTOM_NAMED_FILTER
            filterNameAlias => {
              title => "text displayed on interactive filter",

              html_generator =>
                sub { my ($q, $prefix) = @_; return $html;},

              sql_generator  => sub {
                my %args = @_;
                return [$deps, $sql, $name];
              }
            }

          The html_generator is used by InteractiveFilter to collect input
          from the user. The sql_generator converts the named filter &
          arguments into deps, sql, and a name. The deps can be returned as
          an array ref of string deps if more than one dep exists. The sql
          can also be returned as an array ref where the first element is
          the sql and the rest are bind values.

    named_sorts => { SortName => [ DEP, SQL, NAME], .. }
      Named sorts aren't really used that often. They are really implemented
      for completeness and work the same way as named_filters.

    options => { MODULENAME => { OPT_KEY => OPT_VAL, .. } }
      OptimalQuery is made up of several modules. The 'options'
      configuration allows developers to configure these modules. See
      section InteractiveQuery Options.

        options => { 'CGI::InteractiveQuery' => \%opts }

    output_handler => sub { print @_; }
      override default output handler (print to STDOUT), by defining this
      callback.

    q => new CGI()
      Pass OptimalQuery thr CGI query object. OptimalQuery will
      automatically create a new CGI object if one is not passed in.

    queryDescr => "Some text describing the query"
      The query description is extra text describing the query and does not
      affect generated SQL. Can also be set as a CGI param.

    resourceURI => "/OptimalQuery"
      Path to optional OptimalQuery resources. Default path is shown.

    results_per_page_picker_nums => [10,20,50,100,'All']
      An interactive query displays a pager mechanism when the result set is
      larger than the rows_page param. This array reference allows a
      developer to override the default options a user can pick from the
      pager.

    rows_page => 10
      The default rows_page a user has when initially loading
      InteractiveQuery. Can also be set as a CGI param.

    savedSearchUserID => $user_id
      InteractiveQuery can optionally save searches to a database so users
      can revisit them latter. To do this, saved searches are tied to a
      unique user id. See the "Saved Searches" section for more information
      on this topic.

    savedSearchAlerts => 0 | 1
      If savedSearchUserID, is defined, setting savedSearchAlerts to 1 will
      enhance dialogs to optionally allow users to configure saved searches
      to alert them when records are added, removed, or are present. See the
      "Saved Search Alerts" section for additional details on configuring
      this feature.

    sort => "[COLALIAS1] DESC, [COLALIAS2]"
      Default sort to show user when loading OptimalQuery for the first
      time. See the "SORT GRAMMAR" section for more information. Sort can
      also be specified as a CGI param.

    state_params => [ 'form_field1', .. ]
      If HTTP GET/POST params are required to dynamically generate a
      %CONFIG, the developer can specify the names of the GET/POST params in
      this array and OptimalQuery will automatically carry their state.

    URI => "/URI/Back/To/This/Page"
      The URI back to the page the user is currently on. The default URI is
      taken from the REQUEST_URI ENV.

    URI_standalone => "/URI/Back/To/This/Page?layout=off"
      By request, some developers use a separate URI to turn their layout
      system off so OptimalQuery can send the headers for content that can't
      be embedded.

    output()
      Output view to output_handler (STDOUT is default).

INTERACTIVE QUERY OPTIONS
    Options for an InteractiveQuery can be set by defining the following
    HASHREF in %CONFIG.

      $CONFIG{options}{'CGI::OptimalQuery::InteractiveQuery'} = 
        { KEY => VAL, .. };
                    - OR - 
      $CONFIG{options}{'CGI::OptimalQuery::InteractiveQuery'}{KEY} = {VAL};

    disable_select => 1
    disable_filter => 1
    disable_sort => 1
        Disables options for all fields. If you set all three your Optimal
        Query will work like a Pager.

    htmlExtraHead
        Append additional HTML in the head section.

          # turns off default inline CSS
          $CONFIG{options}{'CGI::OptimalQuery::InteractiveQuery'}{htmlExtraHead} .=
            "<link href='/css/default.css' rel='stylesheet' type='text/css'>";

    buildEditLink => sub { }
          # override the built-in edit link builder
          buildEditLink => sub {
            my ($o,$rec,$opts) = @_;
            return "/link/record?id=$$rec{U_ID};act=edit"'
          }

    buildNewLink => sub { }
          # override the built-in edit link builder
          buildNewLink => sub {
            my ($o,$opts) = @_;
            return "/link/record?act=new"'
          }

    color => '#cccccc'
        specify the background color of the optimal query GUI.

    useAjax => 1
        Reload the data using ajax. Defaults to 1 unless not specified and
        usePopups is set to 0.

    NewButton => "<a href=record.pl class=OQnewBut>new</a>"
    editButtonLabel => 'edit'
    editLink => '/link/to/record'
        OptimalQuery will automatically create an edit and new button if
        this is defined. When creating the link, OptimalQuery appends
        "?id=$$rec{U_ID};act=new;on_update=OQrefresh" or
        "?id=$$rec{U_ID};act=load;on_update=OQrefresh" to the link so the
        record module will know which view to load. "OQrefresh" is a
        function defined by Optimal Query that an external record module can
        call to update the Optimal Query window if a record has been
        updated.

    htmlFooter => "<h1>this is a footer</h1>"
    htmlHeader => "<h1>this is a header</h1>"
    httpHeader => CGI::header('text/html')
        override httpHeader content. If you prefer to not have
        InteractiveQuery send the header, set this value to empty string.

    mutateRecord => sub { }
          mutateRecord => sub {
            my $rec = shift;

            # add html links to the person record 
            # if user selected the NAME field
            if (exists $$rec{NAME}) {
              $$rec{NAME} = "<A HREF=/PersonRecord?id=$$rec{ID}>".
                CGI::escapeHTML($$rec{NAME})."</A>";
            }
          }

    noEscapeCol => ['NAME']
        if certain columns should not be HTML escaped, let OptimalQuery know
        by adding them to this array.

    OQdataLCol => sub { }
    OQdataRCol => sub { }
        Specify custom code to print the first or last column element. This
        is most often used to generate an view/edit button. If these
        callbacks are used, the editLink, and buildEditLink are ignored.

          OQdataLCol => sub {
            my ($rec) = @_; 
            return "<button onclick=\"OQopwin('/ViewRecord?id=$$rec{U_ID};on_update=OQrefresh';\">".
                   "view</button>"; 
          }

    OQdocBottom => "bottom of the document (outside form)"
    OQdocTop => "top of the doc (outside form)"
    OQformBottom => "bottom of form"
    OQformTop => "top of form"
    usePopups => 1|0
        use popups when opening a record form using the built in buttons The
        default is 1. If this is set to 1, useAjax default is 1.

    WindowHeight => INT
    WindowWidth => INT
        Specify popup window width, height.

    OQscript => " some javascript code (see examples below) "
        OQscript gives you unlimited power to alter the output of optimal
        query by allowing you to enter javascript code that is executed
        client side For example to add a new command button:

          OQscript => "
        var e = document.getElementById('OQcmds');
        e.innerHTML = '".CGI::OptimalQuery::escape_js(q|<button type=button onclick="window.alert('hello there');">hello</button>|)."' + e.innerHTML;

SAVED SEARCHES
    InteractiveQuery can optionally save searches to a database so users can
    revisit them latter. To do this, saved searches are tied to a unique
    user id. Developers should tell OptimalQuery the user id by defining
    'savedSearchUserID' in their %CONFIG.

     $config{savedSearchUserID} = $user_id;

    Saved Searches are stored in a table in the database pointed to by the
    database handle defined in $config{dbh}. The following table must exist
    before using saved searches.

      -- For mysql:
      CREATE TABLE oq_saved_search (
        id INT UNSIGNED AUTO_INCREMENT PRIMARY KEY,
        user_id INT UNSIGNED,
          FOREIGN KEY fk_oqsavedsearch_userid (user_id)
            REFERENCES XYZ(id) ON DELETE CASCADE,
        uri VARCHAR(100) NOT NULL,
        oq_title VARCHAR(1000) NOT NULL,
        user_title VARCHAR(1000) NOT NULL,
        params TEXT,
        -- 0:disabled, 1:added, 2:removed, 4:present
        alert_mask INT UNSIGNED NOT NULL DEFAULT 0,
        alert_interval_min INT UNSIGNED,
        alert_dow VARCHAR(7),
        alert_start_hour INT UNSIGNED,
        alert_end_hour INT UNSIGNED,
        alert_last_dt DATETIME,
        alert_err TEXT,
        alert_uids LONGTEXT,
        CONSTRAINT unq_oq_saved_search UNIQUE (user_id,uri,oq_title,user_title)
      );

      -- For Oracle:
      CREATE TABLE oq_saved_search (
        id NUMBER PRIMARY KEY,
        user_id NUMBER NOT NULL REFERENCES XYZ(id) ON DELETE CASCADE,
        uri VARCHAR2(100) NOT NULL,
        oq_title VARCHAR2(1000) NOT NULL,
        user_title VARCHAR2(1000) NOT NULL,
        params CLOB,
        -- 0:disabled, 1:added, 2:removed, 4:present
        alert_mask NUMBER NOT NULL DEFAULT 0,
        alert_interval_min NUMBER,
        alert_dow VARCHAR2(7),
        alert_start_hour NUMBER,
        alert_end_hour NUMBER,
        alert_last_dt DATE,
        alert_err CLOB,
        alert_uids CLOB,
        CONSTRAINT unq_oq_saved_search UNIQUE (user_id,uri,oq_title,user_title)
      );
      CREATE SEQUENCE s_oq_saved_search;

    Replace XYZ(id) with the name of the user table and primary key id.

    Optimal Query also provides a canned "Show My Saved Searches" HTML form
    component that can be embedded inside an HTML form. It can be used in
    the following manner:

      use use CGI::OptimalQuery();

      my $saved_searches_html = CGI::OptimalQuery::get_saved_search_list(
        $cgi_query, $dbh, $userid);
      print $saved_searches_html;

    Use CSS to stylize the output.

SAVED SEARCH ALERTS
    Saved search alerts enhance Optimal Query to optionally allow users to
    configure saved searches to alert them when records are added, removed,
    or are present. To use this feature, follow the instructions in the
    "SAVED SEARCHES" section. You also need to make sure you set
    savedSearchAlerts to 1 in your schema if the current user is allowed to
    configure alerts.

    Lastly, you need to create a cron that will execute your OptimalQuery.

SAVED SEARCH ALERTS CRON EXAMPLE
        #!/usr/bin/perl

        use strict;
        use FindBin qw($Bin);
        use lib "$Bin/../lib"; # include project lib
        use DBI();
        use CGI::OptimalQuery::SaveSearchTool();

        # connect to your database
        $APP::dbh ||= DBI->connect("dbi:SQLite:dbname=db/dat.db","","", { RaiseError => 1, PrintError => 1 });

        CGI::OptimalQuery::SaveSearchTool::execute_saved_search_alerts(
          # default is shown
          # error_handler => sub { print STDERR @_; },

          # if debug is true, no email is sent, emails will be logged to the error_handler
          debug => 1,

          # database handle
          dbh => $APP::dbh,

          base_url => "http://name.com/",

          email_from => 'noreply@sr.unh.edu',

          # define a handler which is called for each possible alert
          # alerts aren't actually sent until the very end where they are batched
          # and one email is sent for each email address containing one or more alerts
          handler => sub {
            # $o contains all the fields defined in the oq_saved_search rec
            my ($o) = @_;

            # you must set the email address for the search search owner id: $$o{USER_ID} 
            $$o{email_to} = 'user_email@email.com';

            # configure your application ENV
            # local $APP::q = new CGI();
            # local $APP::usr_id = $$o{USER_ID};
            # local %APP::data = ();

            # helper function to execute a perl module handler (will dynamically load module string and execute handler function)
            #if ($$o{URI} =~ /(\w+)\.pm$/) {
            #  CGI::OptimalQuery::SaveSearchTool::execute_handler("App::Applet::$1");
            #}

            # helper function to execute a perl script (will auto compile and cache a function)
            if ($$o{URI} =~ /(\w+\.pl)$/) {
              CGI::OptimalQuery::SaveSearchTool::execute_script("$Bin/cgi-bin/$1");
            }
          }
        );

FILTER GRAMMAR
      start: exp /^$/

      exp:
         '(' exp ')' logicOp exp
       | '(' exp ')'
       | comparisonExp logicOp exp
       | comparisonExp

      comparisonExp:
         namedFilter
       | colAlias compOp colAlias
       | colAlias compOp bindVal

      bindVal: float | quotedString

      logicOp:
         /and/i
       | /or/i

      namedFilter: /\w+/ '(' namedFilterArg(s? /,/) ')'

      namedFilterArg: quotedString | float | unquotedIdentifier

      unquotedIdentifier: /\w+/

      colAlias: '[' /\w+/ ']'

      float:
         /\-?\d*\.?\d+/
       | /\-?\d+\.?\d*/

      quotedString:
         /'.*?(?<!\\)'/
       | /".*?(?<!\\)"/

      compOp:
         '<=' | '>=' | '=' | '!=' | '<' | '>' |
         /contains/i | /not\ contains/i | /like/i | /not\ like/i

SORT GRAMMAR
      start: expList /^$/

      expList: expression(s? /,/)

      expression:
         namedSort opt(?)
       | colAlias  opt(?)

      opt: /desc/i

      namedSort: /\w+/ '(' namedSortArg(s? /,/) ')'
      namedSortArg: quotedString | float

      colAlias: '[' /\w+/ ']'

      float:
         /\-?\d*\.?\d+/
       | /\-?\d+\.?\d*/

      quotedString:
         /'.*?(?<!\\)'/
       | /".*?(?<!\\)"/

AUTHOR
        Philip Collins
        CPAN ID: LIKEHIKE
        University of New Hampshire
        Philip.Collins@unh.edu
        https://github.com/collinsp

CONTRIBUTE
        https://github.com/collinsp/perl-CGI-OptimalQuery

COPYRIGHT
    This program is free software licensed under the...

            The MIT License

    The full text of the license can be found in the LICENSE file included
    with this module.