Preserve the Form and generate a PDF

Here is some background on why I encountered this situation:

In my application, users have the ability to make changes in a form and save it. They can also generate a PDF with these changes. Previously, users had to save the changes, reopen the dialog, and then print the updated data.

This process seemed inefficient to me, so I simplified it to one action. Now, users can save the changes and close the form. If they want to print the changes, they just need to click the print button, which will save the data and automatically print the document.

Initially, my form contained two buttons that were sent via AJAX with remote: true. One button was for submitting and saving the changes, while the other button with value=print was meant to save the changes, generate the PDF, send it to the browser, and close the form.

This system functioned adequately, but aesthetically, it did not meet my standards.

The Form

<%= form_for @product, remote: true do |f| %>
  <!-- Some fields omitted -->
  <button class="btn btn-default glyphicon glyphicon-print" type="submit" value="pdf" name="print"></button>
  <button type="button" class="btn btn-default" data-dismiss="modal"><%=t('forms.close')%></button>
  <button class="btn btn-primary" type="submit"><%=t('forms.save')%></button>
<% end %>

These are the two submit buttons within the form.

The Controller Actions

def show
  # This action generates the PDF and renders it in the browser
  render_pdf PdfEngine.render params
end

def update
  @product = Product.find params[:id]
  # Logic for updating goes here
  render :create 
end

The partial create.js.erb

<% if params[:print] %>
  location.href='<%=product_path(@product)%>'
<% else %>
  // Additional actions such as closing the form may be performed here
<% end %>

Is there a more efficient way to save and render the PDF?

Answer №1

There are a couple of approaches you could take to address this issue.

1) Create the pdf, store it in your filesystem, and provide the user with a link to download the pdf file.

2) Generate the pdf, save it temporarily, and use send_file to directly send it to the user (prompting a "Save file" dialog in their browser).

It's unclear which method you are currently using. Does render_pdf deliver the file back to the user, display it in their browser, or do something else?

Your question seems quite broad and undefined: It would be more beneficial if you decide on the desired outcome and seek assistance in achieving that.

UPDATE: A more elegant solution would involve the show action presenting product information normally for html requests, while producing a pdf version of the content for pdf requests, like so:

def show
  @product = Product.find params[:id]
  respond_to do |format|
    format.html #default behavior renders the show template
    format.pdf do 
      render_pdf PdfEngine.render params #details required from params may vary
    end
  end
end

You may need to add the following to your configuration, if not already present:

#in config/initializers/mime_types.rb
Mime::Type.register 'application/pdf', :pdf

With this setup, you can have a regular product display page alongside a link to the downloadable pdf:

<%= link_to "Download PDF", product_path(@product, :format => "pdf") %>

In addition, consider having the create action redirect to the show page upon successful completion as standard practice:

def update
  @product = Product.find params[:id]
  @updated = @product.update_attributes(params[:product])
  if @updated 
    redirect_to product_path(@product)
  else
    render :action => "edit" #or any other specified action
  end
end

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