# Creating a Widget with the Modyo CLI

# Introduction

Welcome to a new tutorial in the Modyo training series. This tutorial focuses on creating a Widget, where you can use Modyo Financial Widget Catalog using the Modyo CLI.

As with the other tutorials we will use the fictitious brand “Dynamic Bank”.

# Dynamic Bank

Dynamic Bank is the name we use at Modyo for our demos and examples of the platform. We created it so users of the Dynamic demos can get a sense of what it's like to work with the Modyo platform. Once you have completed this tutorial, your site should look like this:

Preview of what the final product will look like

# Prerequisites

You need to have knowledge of:

  • HTML
  • CSS
  • JS
  • Modyo's platform

For a more complete overview, it is recommended that before doing this tutorial, you complete the Creating a Private Site tutorial.

# Step 1: Install Modyo CLI

To add a Widget, you need to install Modyo CLI.

Modyo CLI is a command-line tool based on the principles of acceleration and integration with GET and PUSH commands respectively.

To install Modyo CLI we need some dependencies, which must be installed globally.

They are:

  • Git distributed version control system (v 1.7+)
  • Node (v 14+)
  • A code editor such as Visual Studio Code
  • Npm (v 6.14+)
  • Yarn (v 1.22+)

You can use one of the following options in the terminal to perform the installation:

Via yarn

$ yarn global add @modyo/cli

Via npm

$ npm i -g @modyo/cli

Once installed, verify that everything is OK by running the command modyo-cli help.

# Step 2: Initialize a Widget from the Catalog

After completing the installation process, let's get the Account Summary Widget from the Modyo Financial Widget Catalog.

To download the Widget to your local environment we do it with the following command:

modyo-cli get modyo-widgets-retail-summary

This will download a widget based on Vue. When it is done, a view like this appears:

Screenshot of the terminal output of the previous command

To edit it you must navigate to the folder modyo-widgets-retail-summary.

Tip

If this is your first time running this widget, be sure to install its dependencies with npm install, the process may take a few minutes depending on a number of reasons.

To build it locally, use yarn serve or npm run serve in your terminal, the result will look like this in your browser:

A screenshot of the the widget running in the browser

# Step 3: Modify Widget Styles

Catalog Widgets are designed in Modyo with a simple style. To make changes you need to open the widget folder modyo-widgets-retail-summary in your editor, which in our case is Visual Studio Code.

Image showing Visual Studio UI

To change the colors of variables to Dynamic Bank, follow these steps:

  1. Navigate to the src folder.
  2. Inside the css folder, open the _variables.css file.
  3. Modify the code with the following:
$primary-10: #EEF0F5;
$primary-20: #E8EAF1;
$primary-40: #D2D6E5;
$primary-60: #A5AECC;
$primary-80: #7985B2;
$primary-100: #384470;
$primary-dark: #2e4553;
$secondary-10: #eff0f1;
$secondary-20: #e0e2e3;
$secondary-40: #c1c5c7;
$secondary-60: #a1a8aa;
$secondary-80: #828b8e;
$secondary-100: #636e72;
$secondary-dark: #515a5e;
$tertiary-10: #f7f8f9;
$tertiary-20: #f0f2f3;
$tertiary-40: #e0e5e7;
$tertiary-60: #d1d8db;
$tertiary-80: #c1cbcf;
$tertiary-100: #b2bec3;
$tertiary-dark: #a3afb4;
$red: #D7426E;
$yellow: #F2C10D;
$green: #70D960;
$primary: $primary-100;
$secondary: $secondary-100;
$light: $secondary-10;
$dark: $secondary-dark;
  1. Open the _theme.css file.
  2. Modify line 8, leaving the body with a background: white;
  3. In the directory src/components/summaryaccount.vue, modify the card header, modifying the background to $primary-40, specifically line 169 to look like this:
.card-header.product-summary__header:first-child {
  border-top-left-radius: 12px;
  border-top-right-radius: 12px;
  background: $primary-40;
}
  1. In line 8 we add class h6 to h2 like this:
<h2 class="h6 mb-0 text-capitalize">
  {{ account.accountType }}
  <span class="d-block mt-1">{{ $tc('commons.number', account.accountNumber) }}</span>
</h2>
  1. Add styles to make the amount bar look green:
.m-progress-bar .progress-bar {
  background: $green !important;
}
  1. Open the file App.vue.
  2. To add the title, copy the following code:
<template>
  <article
    id="summary-app"
    class="py-4 py-sm-5">
    <div class="container-fluid px-0">
      <div
        v-if="isLoading"
        class="loading text-center pt-5">
        <font-awesome-icon
          icon="circle-notch"
          size="5x"
          spin />
      </div>
      <div
        v-else
        ref="viewport"
        class="products-viewport">
        <div class="header-summary mb-3">
          <h3 class="h4 text-primary font-weight-bold">Hola</h3>
          <h3 class="h4 text-primary">Bienvenido a Dynamic</h3>
        </div>
        <div
          ref="content"
          class="products-summary d-flex align-items-stretch">
          <summary-account
            v-for="account in accounts"
            :key="`account-${account.id}`"
            :account="account"
            :client-id="clientId" />

          <summary-card
            v-for="card in cards"
            :key="`card-${card.id}`"
            :card="card"
            :client-id="clientId" />

          <summary-add key="add" />
        </div>
      </div>
    </div>
  </article>
</template>

<script>
import ScrollBooster from 'scrollbooster';
import { getURLParams } from '@modyo/financial-commons';
import SummaryAccount from './components/SummaryAccount.vue';
import SummaryCard from './components/SummaryCard.vue';
import SummaryAdd from './components/SummaryAdd.vue';

export default {
  name: 'App',
  components: {
    SummaryAccount,
    SummaryCard,
    SummaryAdd,
  },
  data() {
    return {
      carousel: {},
    };
  },
  computed: {
    isLoading() {
      return this.$store.state.isLoading;
    },
    accounts() {
      return this.$store.state.accounts;
    },
    cards() {
      return this.$store.state.cards;
    },
    clientId() {
      return this.$store.state.clientId;
    },
  },
  created() {
    const client = parseInt(getURLParams('client'), 10) || 1;
    this.$store.commit('SET_CLIENT_ID', client);
    this.$store.dispatch('DO_DATA_INITIALIZATION').then(() => {
      this.initProductsCarousel();
    });
  },
  methods: {
    initProductsCarousel() {
      const { viewport } = this.$refs;
      const { content } = this.$refs;

      // eslint-disable-next-line no-unused-vars
      const sb = new ScrollBooster({
        viewport,
        content,
        direction: 'horizontal',
        emulateScroll: false,
        onUpdate: (state) => {
          if (state.borderCollision.right) {
            content.style.transform = `translateX(${-state.position.x - 20}px)`;
          } else {
            content.style.transform = `translateX(${-state.position.x}px)`;
          }

          if (state.isMoving) {
            viewport.style.cursor = 'grabbing';
          } else {
            viewport.style.cursor = 'grab';
          }
        },
        shouldScroll: (state, event) => {
          // disable scroll if clicked on button
          const isLink = event.target.nodeName.toLowerCase() === 'a';
          return !isLink;
        },
      });

      sb.updateMetrics();
    },
  },
};
</script>

<style lang="scss" scoped>
.products-viewport {
  overflow: hidden;

  cursor: grab;
}

@media (max-width: 575.98px) {
  .header-summary h2 {
    font-size: 24px;
  }
}
.header-summary {
  margin-left: 30px;
}
@media (min-width: 1200px) {
  .header-summary {
    margin-left: 140px;
  }
}
</style>

Once you finish giving the widget a look and feel, your site will look like the one in this image and you're ready to push to Modyo's servers.

# Step 4: Send the Widget to Modyo Platform

To push the Widget to the site in Modyo, you need to generate the configuration in the Modyo CLI so that it knows where the push is going.

Follow these steps to create the configuration file:

  1. In the root folder of the widget, create a file .env.
  2. Add the following code and replace [Account url] and [Modyo API Token] according to your context:
MODYO_ACCOUNT_URL=[URL of your acount ie: http://myaccount.modyo.cloud]
MODYO_SITE_HOST=[The site where you want to publish ej: private-site ]
MODYO_VERSION=9
MODYO_TOKEN= [Modyo API Token]
MODYO_BUILD_DIRECTORY=dist
MODYO_WIDGET_NAME=Summary

To get an API token, follow these steps:

  1. In the Platform main menu, select Settings and click on API Access
  2. Click + New API Access.
  3. In the modal complete the following data:
Name modyo-cli
Description Token used to push from modyo-cli
Redirect URI urn:ietf:wg:oauth:2.0:oob
Image showing the New application for API Access window
  1. Once the API access is created, click Team.
  2. Search and select your user.
  3. Click on the API Access section and click on + New Access Token.
  4. Select modyo-cli and click Create Token.
Image showing the Generate Access Token window

Now that you have a token, you can add it to the configuration file .env.

Image showing the generated Access Token

Run npm run build

  1. In the terminal, use the command modyo-cli push Summary, this command brings the widget to your site. You can find it in the Custom Widgets section.
Image showing that the Widget was uploaded to Modyo Platform successfully

Tip

If you encounter problems running the build command, try installing a compatible version of PostCSS with this line

npm i -D @fullhuman/postcss-purgecss@3.0.0 postcss@7.0.35

  1. To make it available in the widget library, on the platform, under Channels -> Sites, and go to your site.
  2. Click Widgets, your widget will be listed as a Widget ready to be published. Go to your widget and click Publish.
  3. In the Review and Publish window, select your widget and click Publish. Select the Publish Now option.
Image showing the Generate Access Token window
  1. Select Pages and click Home.
  2. Delete the existing HTML Widget and add your Custom Widget.
Image showing your new widget in a page

# Step 5: Review and Publish Home, Navigation, and Template

After completing the above steps, review the entire site in preview mode. When you are satisfied with the result, you must publish your changes to make all changes available to your end users.

To make a post, from the Summary section, click the button Publish where a panel will open with your changes.

Image showing the Review & Publish window

Select all pending changes, and click Publish. Select Publish Now.

# Conclusion

Congratulations! You have completed the Private Site course with Modyo CLI Widgets.

Find out more about Modyo:

Last Updated: 6/28/2022,