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[docs] Toolpad docs part 1 #859

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4 changes: 3 additions & 1 deletion docs/README.md
Original file line number Diff line number Diff line change
Expand Up @@ -12,9 +12,11 @@ If you do not have yarn installed, select your OS and follow the instructions on

_DO NOT USE NPM, use Yarn to install the dependencies._

Visit the [MUI Toolpad documentation](https://mui.com/toolpad/getting-started/overview/).

## How can I add a new demo to the documentation?

[You can follow this guide](https://github.com/mui/material-ui/blob/HEAD/CONTRIBUTING.md)
Please follow the [contributing guidelines](https://github.com/mui/material-ui/blob/HEAD/CONTRIBUTING.md).
on how to get started contributing to MUI.

## How do I help to improve the translations?
Expand Down
64 changes: 55 additions & 9 deletions docs/data/pages.ts
Original file line number Diff line number Diff line change
Expand Up @@ -3,23 +3,69 @@ import type { MuiPage } from '@mui/monorepo/docs/src/MuiPage';
const pages: MuiPage[] = [
{
pathname: '/toolpad/getting-started',
title: 'Getting started',
icon: 'CreateIcon',
icon: 'DescriptionIcon',
children: [
{ pathname: '/toolpad/getting-started/setup' },
{ pathname: '/toolpad/getting-started/tutorial', title: 'Tutorial' },
{ pathname: '/toolpad/getting-started/overview' },
{ pathname: '/toolpad/getting-started/quickstart' },
],
},
{
pathname: '/toolpad/data-fetching',
pathname: '/toolpad/connecting-to-datasources',
icon: 'TableViewIcon',
children: [
{ pathname: '/toolpad/data-fetching', title: 'Overview' },
{ pathname: '/toolpad/data-fetching/rest', title: 'REST API' },
{ pathname: '/toolpad/data-fetching/google-sheets', title: 'Google Sheets' },
{ pathname: '/toolpad/data-fetching/queries' },
{
pathname: '/toolpad/connecting-to-datasources/queries',
},
{
pathname: '/toolpad/connecting-to-datasources/connections',
},
{
pathname: '/toolpad/connecting-to-datasources/fetch',
title: 'Fetch datasource',
},
{
pathname: '/toolpad/connecting-to-datasources/function',
title: 'Function datasource',
},
{
pathname: '/toolpad/connecting-to-datasources/google-sheets',
title: 'Google Sheets datasource',
},
{
pathname: '/toolpad/connecting-to-datasources/postgre-sql',
title: 'PostgreSQL datasource',
},
],
},
{
pathname: '/toolpad/building-ui',
title: 'Building UI [TODO]',
icon: 'VisibilityIcon',
children: [
{
pathname: '/toolpad/building-ui/build-in-components',
},
],
},
{
pathname: '/toolpad/data-binding',
icon: 'CodeIcon',
},
{
pathname: '/toolpad/versioning-and-deploying',
title: 'Versioning & deploying [TODO]',
icon: 'ToggleOnIcon',
children: [
{
pathname: '/toolpad/versioning-and-deploying/releases',
},
],
},
{
pathname: '/toolpad/faq',
title: 'FAQ [TODO]',
icon: 'ReaderIcon',
},
];

export default pages;
86 changes: 86 additions & 0 deletions docs/data/toolpad/connecting-to-datasources/connections.md
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# Connections

<p class="description">A connection instance lets you reuse certain configuration details to create queries faster.</p>

To create a new connection instance, press the **+** button in the Explorer menu on the left side of the interface:

<img src="/static/toolpad/docs/connection.png" alt="Add connection" width="196px" />

## Connection types

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Suggested change
### No connection instance required

There are 2 kinds of data sources that do not require a connection instance:

### Function

<img src="/static/toolpad/docs/connection-function-1.png" alt="Connection function" width="730px" />

You can define secrets (key/value) that can later be access in the function datasource query:
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<img src="/static/toolpad/docs/connection-function-2.png" alt="Connection function" width="748px" />

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Learn more in the [Function documentation](/toolpad/connecting-to-datasources/function/).

### Fetch

<img src="/static/toolpad/docs/connection-fetch-1.png" alt="Connection fetch" width="723px" />

You can configure:

- **base url** - url that can be shared between different queries.
- **Headers** - pass custom headers with each request.
- **Authentication** type - if your API is protected choose authentication method that fits your needs:
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- **Basic** - adds authorization header and generates base64 encoded value for a given user credentials.
- **Bearer token** - adds authorization header generates value for provided token.
- **API key** - adds key/value header.

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Learn more in the [Fetch documentation](/toolpad/connecting-to-datasources/fetch/).
### Connection instance required

There are 2 datasources that require connection instance:
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### Google Sheets

**Obtain credentials**

Before you create a Google sheets connection you must first configure Toolpad app by providing Google sheets **client id** and **secret**:
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1. Create a new Google Cloud project - [instructions](https://cloud.google.com/resource-manager/docs/creating-managing-projects#creating_a_project).

2. Generate Oauth 2.0 credentials - [instructions](https://developers.google.com/identity/protocols/oauth2/web-server#creatingcred).

3. Start Toolpad with following environment variables:

```sh
TOOLPAD_EXTERNAL_URL=<YOUR_APP_URL>
TOOLPAD_DATASOURCE_GOOGLESHEETS_CLIENT_ID=
TOOLPAD_DATASOURCE_GOOGLESHEETS_CLIENT_SECRET=
```

where YOUR_APP_URL is the URL Toolpad is hosted on.

4. Add the following URIs under Authorized Redirect URIs:
```sh
https://<YOUR_APP_URL>/api/dataSources/googleSheets/auth/callback</YOUR_APP_URL>
```
5. Enable the Google Sheets and Google Drive APIs for the project - [instructions](https://developers.google.com/identity/protocols/oauth2/web-server#enable-apis).

**Connect your google account**

1. Once you create Google Sheets type connection click **CONNECT** button:

<img src="/static/toolpad/docs/connection-sheets-1.png" alt="Connection Google Sheets" width="724px" />

1. Choose google account that you want to authorize.
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1. Grant access to your Google Drive files by clicking **Allow**.

1. Once you successfully connect your account you should see a button stating the acount that was connected.
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<img src="/static/toolpad/docs/connection-sheets-2.png" alt="Google Sheets connected" width="721px" />

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Suggested change
Learn more in the [Google Sheets documentation](/toolpad/connecting-to-datasources/google-sheets/).

### PostgreSQL

To query data from a PostgreSQL database, you must configure the connection:

<img src="/static/toolpad/docs/connection-postgres-1.png" alt="Connection postgres" width="726px" />

Provide the database credentials and click **TEST CONNECTION** to verify that you're able to connect.

If everything is correct, click **SAVE** to complete the connection.

Learn more in the [PostgreSQL documentation](/toolpad/connecting-to-datasources/postgre-sql/).
35 changes: 35 additions & 0 deletions docs/data/toolpad/connecting-to-datasources/fetch.md
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# Fetch datasource

<p class="description">Fetch datasource is the easiest and fastest way to load external data within Toolpad app.</p>

## Working with fetch

As explained in the [connections](/toolpad/connecting-to-datasources/connections/) section you can either create a reusable connection or simply create a new query and put all connection details inline:

1. Choose **ADD QUERY** in the **Inspector** on the right.

1. Select fetch datasource and click **CREATE QUERY**:

<img src="/static/toolpad/docs/fetch-query-1.png" alt="Fetch datasource" width="478px" />

1. You can modify all the basic configuration settings as described in [queries](/toolpad/connecting-to-datasources/queries/) section.

1. In addition you can configuration following properties inline:

<img src="/static/toolpad/docs/fetch-query-2.png" alt="Fetch configuration" width="886px" />
<br />

- **HTTP method** - by default GET is used, but we also support POST, PUT, DELETE, PATCH and HEAD methods.
- **url** - is an endpoint to which requests will be made. We also have an option to dynamically generate url by using [data binding](/toolpad/data-binding/). **Parameters** can be accessed by using **query** object inside url data binding editor.
- **parameters** - allows us to use [data bound](/toolpad/data-binding/) properties which can then be used construct dynamic **url** value.

<img src="/static/toolpad/docs/fetch-query-3.png" alt="Dynamic url" width="702px" />

1. Knowing that data comes in a different shapes we provide an easy way to **transform response**:

- Simply enable option by checking **Transform response**.
- Then modify which properties of data object should be returned as a final response.

<img src="/static/toolpad/docs/fetch-query-4.png" alt="Transform response" width="431px" />

1. Once finished with configuration click **SAVE** to commit your changes and return to the canvas.
65 changes: 65 additions & 0 deletions docs/data/toolpad/connecting-to-datasources/function.md
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# Function datasource

<p class="description">Function datasource is an advanced way to make request from Toolpad app.</p>

## Working with functions

As explained in the [connections](/toolpad/connecting-to-datasources/connections/) section you can either create a reusable connection or simply create a new query and put all connection details inline:

1. Choose **ADD QUERY** in the **Inspector** on the right.

1. Select function datasource and click **CREATE QUERY**:

<img src="/static/toolpad/docs/function-query-1.png" alt="Function datasource" width="476px" />

1. You can modify all the basic configuration settings as described in [queries](/toolpad/connecting-to-datasources/queries/) section.

1. In addition you are now presented with a **code editor** where you can write a custom code for data fetching:

<img src="/static/toolpad/docs/function-query-2.png" alt="Function configuration" width="888px" />

Supported features:

- Subset of webplatform APIs:

- fetch (Request, Response)
- AbortController
- console (.log, .debug, .info, .warn, .error)
- setTimeout, clearTimeout
- TextEncoder, TextDecoder
- ReadableStream

- Access outside variables by binding parameters fields.
- Console and Network tabs for an easier debugging.

Current limitations:

- You can not import modules.

1. Once finished with configuration click **SAVE** to commit your changes and return to the canvas.

## Use cases

While [function](/toolpad/connecting-to-datasources/function/) datasource can suffice for many different setups we found some advances use cases where limitations of function datasource starts surfacing and prevents us from building more complex data access queries.

1. **Pre-processing** request:

You can execute extra steps before doing an actual request in case you need to do some pre-processing. I.e. sending parameters as a BASE64 encoded data:

<img src="/static/toolpad/docs/function-query-3.png" alt="Function pre-processing" width="790px" style="margin-bottom: 16px;" />

1. **Fetching** data from **multiple data sources** and **combining** the result:

<img src="/static/toolpad/docs/function-query-4.png" alt="Function combined result" width="814px" />

1. **Chaining** multiple request:

In this example you might want to fetch name of the top contributor of **mui/materual-ui** repository, in order to do that you first need to fetch a list of contributors for a given repo. Once you have a response and link to a top contributor you can do a follow up request to fetch details about specific user:

<img src="/static/toolpad/docs/function-query-5.png" alt="Function chained" width="944px" />

1. **Custom error handling**:

You can handle different error scenarios. I.e. if 404 error is returned you can still pass empty array so that UI does not break:

<img src="/static/toolpad/docs/function-query-6.png" alt="Function error handling" width="706px" />
29 changes: 29 additions & 0 deletions docs/data/toolpad/connecting-to-datasources/google-sheets.md
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# Google Sheets datasource

<p class="description">Google Sheets datasource allows fetching data from Google Sheets living in your Google Drive.</p>

## Working with Google Sheets

As explained in the [connections](/toolpad/connecting-to-datasources/connections/) section you can either create a reusable connection or simply create a new query and put all connection details inline:
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1. Once your connection is ready click on **ADD QUERY** in the **Inspector** on the right.

1. Select Google Sheets datasource and click **CREATE QUERY**:

<img src="/static/toolpad/docs/google-sheets-query-1.png" alt="Google Sheets type" width="595px" style="margin-bottom: 16px;" />

1. You can modify all the basic configuration settings as described in [queries](/toolpad/connecting-to-datasources/queries/) section.

1. In addition you can configure following properties inline:

<img src="/static/toolpad/docs/google-sheets-query-2.png" alt="Google Sheets configuration" width="1108px" />

- **Select spreadsheet** - browse for a spreadsheet that you own or that is shared with you.

- **Select sheet** - choose a spreadsheet's sheet from which you want to pull the data.

- **Range** - select a range of cells from which the data should be pulled.

- **First row contains column headers** - enable this setting if you would like to use names defined in a header row as the name for object keys in a response.

1. Once finished with configuration click **SAVE** to commit your changes and return to the canvas.
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# PostgreSQL datasource

<p class="description">PostgreSQL datasource allows fetching data straight from PostgreSQL database.</p>

## Working with PostgreSQL

As explained in the [connections](/toolpad/connecting-to-datasources/connections/) section you can either create a reusable connection or simply create a new query and put all connection details inline:

1. Once your connection is ready click on **ADD QUERY** in the **Inspector** on the right.

1. Select PostgreSQL datasource and click **CREATE QUERY**:

<img src="/static/toolpad/docs/postgres-query-1.png" alt="Postgres type" width="593px" style="margin-bottom: 16px;" />

1. You can modify all the basic configuration settings as described in [queries](/toolpad/connecting-to-datasources/queries/) section.

1. In addition you can configure following properties inline:

<img src="/static/toolpad/docs/postgres-query-2.png" alt="Postgres configuration" width="1120px" />

- On the left is a SQL query editor.

- On the right is a table for previewing results.

- Below the query editor you can configure parameters which can be used to bind page state to your SQL query. Toolpad uses [prepared statements](https://www.postgresql.org/docs/current/sql-prepare.html) under the hood to prevent SQL injection. You can use the positional parameter syntax (`$1`, `$2`, `$3`) of postgres prepared statements. Additionally it will also accept named parameters of the form `$myParameter`.

<img src="/static/toolpad/docs/postgres-query-3.png" alt="Parameters configuration" width="553px" />

Like so: `SELECT * FROM "db" WHERE name = $name`.

1. Once finished with configuration click **SAVE** to commit your changes and return to the canvas.
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# Queries

<p class="description">Toolpad allows you to easily connect to external data sources and render dynamic data. The easiest way to do so is to create a new query which can be used to fetch data.</p>
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1. Locate **ADD QUERY** button in the **Inspector** on the right:

<img src="/static/toolpad/docs/query-1.png" alt="Query" width="239px" />

2. There are currently 4 different datasources\* that can be used to fetch data:

<img src="/static/toolpad/docs/query-2.png" alt="Datasources" width="476px" />

- [Function](/toolpad/connecting-to-datasources/function/) - advanced fetching methods which gives a lot of freedom by allowing to write custom fetching code.
- [Fetch](/toolpad/connecting-to-datasources/fetch/) - basic, but very powerful. Just pass URL of an API endpoint and you are ready to query your data.
- [Google Sheets](/toolpad/connecting-to-datasources/google-sheets/) - allows accessing data from your Google sheet document.
- [PostgreSQL](/toolpad/connecting-to-datasources/postgre-sql/) - ability to hook directly into your own DB without the need to use API.

\* - by default you will see only **Function** and **Fetch** datasources, for **Google Sheets** and **PostgreSQL** you will first need to create a [CONNECTION instance](/toolpad/connecting-to-datasources/connections/).

3. After choosing the **QUERY** datasource and clicking **CREATE QUERY** you will be presented with a query configuration dialog (configuration settings for each individual type are documented on their respective pages).

There are a few configuration options that are applicable to every query type:

<img src="/static/toolpad/docs/query-3.png" alt="Query configuration" width="726px" />

- **Refetch on window focus** - execute the query every time the window is focused to make sure you always have the latest data visible.
- **Refetch on network reconnect** - execute the query every time the network status changes.
- **Refetch interval** - you can configure the query to run on an interval, e.g. **every 30s**. To disable this option, keep the field empty.
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