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Updates the guide for writing `ng add` schematics to include the new authoring utilities. I've also removed the `NodePackageInstallTask` because it's redundant. PR Close #50667
321 lines
19 KiB
Markdown
321 lines
19 KiB
Markdown
# Schematics for libraries
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When you create an Angular library, you can provide and package it with schematics that integrate it with the Angular CLI.
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With your schematics, your users can use `ng add` to install an initial version of your library,
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`ng generate` to create artifacts defined in your library, and `ng update` to adjust their project for a new version of your library that introduces breaking changes.
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All three types of schematics can be part of a collection that you package with your library.
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Download the <live-example downloadOnly>library schematics project</live-example> for a completed example of the following steps.
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## Creating a schematics collection
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To start a collection, you need to create the schematic files.
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The following steps show you how to add initial support without modifying any project files.
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1. In your library's root folder, create a `schematics` folder.
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1. In the `schematics/` folder, create an `ng-add` folder for your first schematic.
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1. At the root level of the `schematics` folder, create a `collection.json` file.
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1. Edit the `collection.json` file to define the initial schema for your collection.
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<code-example header="projects/my-lib/schematics/collection.json (Schematics Collection)" path="schematics-for-libraries/projects/my-lib/schematics/collection.1.json"></code-example>
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* The `$schema` path is relative to the Angular Devkit collection schema.
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* The `schematics` object describes the named schematics that are part of this collection.
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* The first entry is for a schematic named `ng-add`.
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It contains the description, and points to the factory function that is called when your schematic is executed.
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1. In your library project's `package.json` file, add a "schematics" entry with the path to your schema file.
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The Angular CLI uses this entry to find named schematics in your collection when it runs commands.
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<code-example header="projects/my-lib/package.json (Schematics Collection Reference)" path="schematics-for-libraries/projects/my-lib/package.json" region="collection"></code-example>
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The initial schema that you have created tells the CLI where to find the schematic that supports the `ng add` command.
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Now you are ready to create that schematic.
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## Providing installation support
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A schematic for the `ng add` command can enhance the initial installation process for your users.
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The following steps define this type of schematic.
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1. Go to the `<lib-root>/schematics/ng-add` folder.
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1. Create the main file, `index.ts`.
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1. Open `index.ts` and add the source code for your schematic factory function.
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<code-example header="projects/my-lib/schematics/ng-add/index.ts (ng-add Rule Factory)" path="schematics-for-libraries/projects/my-lib/schematics/ng-add/index.ts"></code-example>
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The Angular CLI will install the latest version of the library automatically, and this example is taking it a step further by adding the `MyLibModule` to the root of the application. The `addRootImport` function accepts a callback that needs to return a code block. You can write any code inside of the string tagged with the `code` function and any external symbol have to be wrapped with the `external` function to ensure that the appropriate import statements are generated.
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### Define dependency type
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Use the `save` option of `ng-add` to configure if the library should be added to the `dependencies`, the `devDependencies`, or not saved at all in the project's `package.json` configuration file.
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<code-example header="projects/my-lib/package.json (ng-add Reference)" path="schematics-for-libraries/projects/my-lib/package.json" region="ng-add"></code-example>
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Possible values are:
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| Values | Details |
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|:--- |:--- |
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| `false` | Don't add the package to `package.json` |
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| `true` | Add the package to the dependencies |
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| `"dependencies"` | Add the package to the dependencies |
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| `"devDependencies"` | Add the package to the devDependencies |
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## Building your schematics
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To bundle your schematics together with your library, you must configure the library to build the schematics separately, then add them to the bundle.
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You must build your schematics *after* you build your library, so they are placed in the correct directory.
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* Your library needs a custom Typescript configuration file with instructions on how to compile your schematics into your distributed library
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* To add the schematics to the library bundle, add scripts to the library's `package.json` file
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Assume you have a library project `my-lib` in your Angular workspace.
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To tell the library how to build the schematics, add a `tsconfig.schematics.json` file next to the generated `tsconfig.lib.json` file that configures the library build.
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1. Edit the `tsconfig.schematics.json` file to add the following content.
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<code-example header="projects/my-lib/tsconfig.schematics.json (TypeScript Config)" path="schematics-for-libraries/projects/my-lib/tsconfig.schematics.json"></code-example>
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| Options | Details |
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|:--- |:--- |
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| `rootDir` | Specifies that your `schematics` folder contains the input files to be compiled. |
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| `outDir` | Maps to the library's output folder. By default, this is the `dist/my-lib` folder at the root of your workspace. |
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1. To make sure your schematics source files get compiled into the library bundle, add the following scripts to the `package.json` file in your library project's root folder \(`projects/my-lib`\).
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<code-example header="projects/my-lib/package.json (Build Scripts)" path="schematics-for-libraries/projects/my-lib/package.json"></code-example>
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* The `build` script compiles your schematic using the custom `tsconfig.schematics.json` file
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* The `postbuild` script copies the schematic files after the `build` script completes
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* Both the `build` and the `postbuild` scripts require the `copyfiles` and `typescript` dependencies.
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To install the dependencies, navigate to the path defined in `devDependencies` and run `npm install` before you run the scripts.
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## Providing generation support
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You can add a named schematic to your collection that lets your users use the `ng generate` command to create an artifact that is defined in your library.
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We'll assume that your library defines a service, `my-service`, that requires some setup.
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You want your users to be able to generate it using the following CLI command.
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<code-example format="shell" language="shell">
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ng generate my-lib:my-service
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</code-example>
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To begin, create a new subfolder, `my-service`, in the `schematics` folder.
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### Configure the new schematic
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When you add a schematic to the collection, you have to point to it in the collection's schema, and provide configuration files to define options that a user can pass to the command.
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1. Edit the `schematics/collection.json` file to point to the new schematic subfolder, and include a pointer to a schema file that specifies inputs for the new schematic.
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<code-example header="projects/my-lib/schematics/collection.json (Schematics Collection)" path="schematics-for-libraries/projects/my-lib/schematics/collection.json"></code-example>
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1. Go to the `<lib-root>/schematics/my-service` folder.
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1. Create a `schema.json` file and define the available options for the schematic.
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<code-example header="projects/my-lib/schematics/my-service/schema.json (Schematic JSON Schema)" path="schematics-for-libraries/projects/my-lib/schematics/my-service/schema.json"></code-example>
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* *id*: A unique ID for the schema in the collection.
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* *title*: A human-readable description of the schema.
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* *type*: A descriptor for the type provided by the properties.
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* *properties*: An object that defines the available options for the schematic.
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Each option associates key with a type, description, and optional alias.
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The type defines the shape of the value you expect, and the description is displayed when the user requests usage help for your schematic.
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See the workspace schema for additional customizations for schematic options.
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1. Create a `schema.ts` file and define an interface that stores the values of the options defined in the `schema.json` file.
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<code-example header="projects/my-lib/schematics/my-service/schema.ts (Schematic Interface)" path="schematics-for-libraries/projects/my-lib/schematics/my-service/schema.ts"></code-example>
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| Options | Details |
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|:--- |:--- |
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| name | The name you want to provide for the created service. |
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| path | Overrides the path provided to the schematic. The default path value is based on the current working directory. |
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| project | Provides a specific project to run the schematic on. In the schematic, you can provide a default if the option is not provided by the user. |
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### Add template files
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To add artifacts to a project, your schematic needs its own template files.
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Schematic templates support special syntax to execute code and variable substitution.
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1. Create a `files/` folder inside the `schematics/my-service/` folder.
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1. Create a file named `__name@dasherize__.service.ts.template` that defines a template to use for generating files.
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This template will generate a service that already has Angular's `HttpClient` injected into its constructor.
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<code-example lang="typescript" header="projects/my-lib/schematics/my-service/files/__name@dasherize__.service.ts.template (Schematic Template)">
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import { Injectable } from '@angular/core';
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import { HttpClient } from '@angular/common/http';
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@Injectable({
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providedIn: 'root'
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})
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export class <%= classify(name) %>Service {
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constructor(private http: HttpClient) { }
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}
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</code-example>
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* The `classify` and `dasherize` methods are utility functions that your schematic uses to transform your source template and filename.
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* The `name` is provided as a property from your factory function.
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It is the same `name` you defined in the schema.
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### Add the factory function
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Now that you have the infrastructure in place, you can define the main function that performs the modifications you need in the user's project.
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The Schematics framework provides a file templating system, which supports both path and content templates.
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The system operates on placeholders defined inside files or paths that loaded in the input `Tree`.
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It fills these in using values passed into the `Rule`.
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For details of these data structures and syntax, see the [Schematics README](https://github.com/angular/angular-cli/blob/main/packages/angular_devkit/schematics/README.md).
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1. Create the main file `index.ts` and add the source code for your schematic factory function.
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1. First, import the schematics definitions you will need.
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The Schematics framework offers many utility functions to create and use rules when running a schematic.
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<code-example header="projects/my-lib/schematics/my-service/index.ts (Imports)" path="schematics-for-libraries/projects/my-lib/schematics/my-service/index.ts" region="schematics-imports"></code-example>
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1. Import the defined schema interface that provides the type information for your schematic's options.
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<code-example header="projects/my-lib/schematics/my-service/index.ts (Schema Import)" path="schematics-for-libraries/projects/my-lib/schematics/my-service/index.ts" region="schema-imports"></code-example>
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1. To build up the generation schematic, start with an empty rule factory.
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<code-example header="projects/my-lib/schematics/my-service/index.ts (Initial Rule)" path="schematics-for-libraries/projects/my-lib/schematics/my-service/index.1.ts" region="factory"></code-example>
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This rule factory returns the tree without modification.
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The options are the option values passed through from the `ng generate` command.
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## Define a generation rule
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You now have the framework in place for creating the code that actually modifies the user's application to set it up for the service defined in your library.
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The Angular workspace where the user installed your library contains multiple projects \(applications and libraries\).
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The user can specify the project on the command line, or let it default.
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In either case, your code needs to identify the specific project to which this schematic is being applied, so that you can retrieve information from the project configuration.
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Do this using the `Tree` object that is passed in to the factory function.
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The `Tree` methods give you access to the complete file tree in your workspace, letting you read and write files during the execution of the schematic.
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### Get the project configuration
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1. To determine the destination project, use the `workspaces.readWorkspace` method to read the contents of the workspace configuration file, `angular.json`.
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To use `workspaces.readWorkspace` you need to create a `workspaces.WorkspaceHost` from the `Tree`.
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Add the following code to your factory function.
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<code-example header="projects/my-lib/schematics/my-service/index.ts (Schema Import)" path="schematics-for-libraries/projects/my-lib/schematics/my-service/index.ts" region="workspace"></code-example>
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Be sure to check that the context exists and throw the appropriate error.
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1. Now that you have the project name, use it to retrieve the project-specific configuration information.
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<code-example header="projects/my-lib/schematics/my-service/index.ts (Project)" path="schematics-for-libraries/projects/my-lib/schematics/my-service/index.ts" region="project-info"></code-example>
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The `workspace.projects` object contains all the project-specific configuration information.
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1. The `options.path` determines where the schematic template files are moved to once the schematic is applied.
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The `path` option in the schematic's schema is substituted by default with the current working directory.
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If the `path` is not defined, use the `sourceRoot` from the project configuration along with the `projectType`.
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<code-example header="projects/my-lib/schematics/my-service/index.ts (Project Info)" path="schematics-for-libraries/projects/my-lib/schematics/my-service/index.ts" region="path"></code-example>
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### Define the rule
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A `Rule` can use external template files, transform them, and return another `Rule` object with the transformed template.
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Use the templating to generate any custom files required for your schematic.
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1. Add the following code to your factory function.
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<code-example header="projects/my-lib/schematics/my-service/index.ts (Template transform)" path="schematics-for-libraries/projects/my-lib/schematics/my-service/index.ts" region="template"></code-example>
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| Methods | Details |
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|:--- |:--- |
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| `apply()` | Applies multiple rules to a source and returns the transformed source. It takes 2 arguments, a source and an array of rules. |
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| `url()` | Reads source files from your filesystem, relative to the schematic. |
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| `applyTemplates()` | Receives an argument of methods and properties you want make available to the schematic template and the schematic filenames. It returns a `Rule`. This is where you define the `classify()` and `dasherize()` methods, and the `name` property. |
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| `classify()` | Takes a value and returns the value in title case. For example, if the provided name is `my service`, it is returned as `MyService`. |
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| `dasherize()` | Takes a value and returns the value in dashed and lowercase. For example, if the provided name is MyService, it is returned as `my-service`. |
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| `move()` | Moves the provided source files to their destination when the schematic is applied. |
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1. Finally, the rule factory must return a rule.
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<code-example header="projects/my-lib/schematics/my-service/index.ts (Chain Rule)" path="schematics-for-libraries/projects/my-lib/schematics/my-service/index.ts" region="chain"></code-example>
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The `chain()` method lets you combine multiple rules into a single rule, so that you can perform multiple operations in a single schematic.
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Here you are only merging the template rules with any code executed by the schematic.
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See a complete example of the following schematic rule function.
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<code-example header="projects/my-lib/schematics/my-service/index.ts" path="schematics-for-libraries/projects/my-lib/schematics/my-service/index.ts"></code-example>
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For more information about rules and utility methods, see [Provided Rules](https://github.com/angular/angular-cli/tree/main/packages/angular_devkit/schematics#provided-rules).
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## Running your library schematic
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After you build your library and schematics, you can install the schematics collection to run against your project.
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The following steps show you how to generate a service using the schematic you created earlier.
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### Build your library and schematics
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From the root of your workspace, run the `ng build` command for your library.
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<code-example format="shell" language="shell">
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ng build my-lib
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</code-example>
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Then, you change into your library directory to build the schematic
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<code-example format="shell" language="shell">
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cd projects/my-lib
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npm run build
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</code-example>
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### Link the library
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Your library and schematics are packaged and placed in the `dist/my-lib` folder at the root of your workspace.
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For running the schematic, you need to link the library into your `node_modules` folder.
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From the root of your workspace, run the `npm link` command with the path to your distributable library.
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<code-example format="shell" language="shell">
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npm link dist/my-lib
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</code-example>
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### Run the schematic
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Now that your library is installed, run the schematic using the `ng generate` command.
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<code-example format="shell" language="shell">
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ng generate my-lib:my-service --name my-data
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</code-example>
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In the console, you see that the schematic was run and the `my-data.service.ts` file was created in your application folder.
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<code-example language="shell" hideCopy>
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CREATE src/app/my-data.service.ts (208 bytes)
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</code-example>
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<!-- links -->
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<!-- external links -->
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<!-- end links -->
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@reviewed 2022-02-28
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