powerbi-visuals-webpack-plugin

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powerbi-visuals-webpack-plugin

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# powerbi-visuals-webpack-plugin

![Build](https://github.com/microsoft/powerbi-visuals-webpack-plugin/workflows/build/badge.svg)  [![npm version](https://img.shields.io/npm/v/powerbi-visuals-webpack-plugin.svg)](https://www.npmjs.com/package/powerbi-visuals-webpack-plugin) [![npm](https://img.shields.io/npm/dm/powerbi-visuals-webpack-plugin.svg)](https://www.npmjs.com/package/powerbi-visuals-webpack-plugin)

This plugin allows developing custom visuals by using webpack to build a visual package.

Provides following functionality:

* Creates assets for developer server
* Creates *.pbiviz package.

## How to use the plugin

### Plugin options

Plugin config description

```JavaScript
  const defaultOptions = {
      visual: {
        name: "Visual name",
        displayName: "Visual name for displaying in visuals panel",
        guid: `Unique GUID for the visual (generated by plugin)`,
        visualClassName: "Visual class name, it is used by visual plugin to create instance of the visual",
        version: "Visual version",
        description: "Visual description",
        supportUrl: "URL for support"
    },
    author: "Author of the visual",
    apiVersion: "API version"
    capabilities: {
        // Visual capabilities
    },
    iconImage: "Icon file as base64 string",
    devMode: "development mode",
    packageOutPath: "location to create *.pbiviz file",
    generateResources: "it is used --resources flag in pbiviz tools",
    generatePbiviz: "it is used by --no-pbiviz flag in pbiviz tools",
    certificationAudit: "scan the bundle for forbidden calls (fetch, eval, XMLHttpRequest) and report them as errors",
    certificationFix: "remove forbidden calls from the bundle by replacing them with undefined; takes precedence over certificationAudit when both are set"
  };
```

### How to build a visual with webpack

1. Install all required libraries to build a visual

```cmd
    npm i webpack webpack-cli powerbi-visuals-webpack-plugin mini-css-extract-plugin webpack-bundle-analyzer extra-watch-webpack-plugin ts-loader json-loader less-loader less css-loader webpack-dev-server --save-dev
    ```

2. Install optional libraries to build JSX files

If you aren't going to build JSX files, then you can skip this step and delete all babel in section 5.
    ```cmd
    npm i @babel/preset-react @babel/runtime @babel/runtime-corejs3 @babel/core @babel/preset-env babel-loader --save-dev
    ```

3. Install the latest version of API package

```cmd
    npm i powerbi-visuals-api --save
    ```

4. Create SSL certificates  (optional)

You need generate SSL certificates manually or copy files from powerbi-visuals-tools instance.

[Read more](https://learn.microsoft.com/en-us/power-bi/developer/visuals/create-ssl-certificate) about certificates in documentation.

Also, you can use certificates from `powerbi-visuals-tools` or use autogenerated certificates by `webpack-dev-server`. Just skip section 4 to use webpack-dev-server certificates.

4.1 Run the following command:

```cmd
        npm i powerbi-visuals-tools@latest --save-dev
    ```

to install the latest version of tools

4.2 create script command to generate certificate.

Add into `scripts` section of `package.json` command `"cert": "pbiviz --install-cert"`:

```json
    ...
        "scripts": {
            "cert": "pbiviz --install-cert"
        },
    ...
    ```

Execute command `npm run cert`. You should get message:

```cmd
        error  Certificate not found. The new certificate will be generated
        info   Certificate generated. Location is <visual root>\node_modules\powerbi-visuals-tools\certs\PowerBICustomVisualTest_public.pfx. Passphrase is '<YOUR_PASSPHRASE>'
    ```

Apply path `node_modules\powerbi-visuals-tools\certs\PowerBICustomVisualTest_public.pfx` in webpack.config.js at `https` section of `devServer` parameters:

```js
    ...
        https: {
            pfx: fs.readFileSync(path.join(__dirname, `node_modules/powerbi-visuals-tools/certs/PowerBICustomVisualTest_public.pfx`)), // for windows
            passphrase: "<YOUR_PASSPHRASE>",
            requestCert: true
        },
    ...
    ```

5. Use sample of config  webpack 5. (copy into `webpack.config.js`)

```JavaScript
    const path = require("path");

// webpack
    const webpack = require("webpack");
    const { PowerBICustomVisualsWebpackPlugin, LocalizationLoader } = require('powerbi-visuals-webpack-plugin');
    const MiniCssExtractPlugin = require("mini-css-extract-plugin");
    const { BundleAnalyzerPlugin } = require('webpack-bundle-analyzer');
    const ExtraWatchWebpackPlugin = require("extra-watch-webpack-plugin");

// api configuration
    const powerbiApi = require("powerbi-visuals-api");

// visual configuration json path
    const pbivizPath = "./pbiviz.json";
    const pbivizFile = require(path.join(__dirname, pbivizPath));

// the visual capabilities content
    const capabilitiesPath = "./capabilities.json";
    const capabilities = require(path.join(__dirname, capabilitiesPath));

const pluginLocation = "./.tmp/precompile/visualPlugin.ts"; // Path to visual plugin file, the file generated by the webpack-plugin
    const visualSourceLocation = "../../src/visual" // This path is used inside of the generated plugin, so it depends on pluginLocation
    const statsLocation = "../../webpack.statistics.html";

const babelOptions = {
        presets: [
            [
                require.resolve('@babel/preset-env'),
                {
                    "targets": {
                        "ie": "11"
                    },
                    useBuiltIns: "entry",
                    corejs: 3,
                    modules: false
                }
            ],
            "@babel/preset-react" // required for jsx files
        ],
        sourceType: "unambiguous", // tell to babel that the project can contains different module types, not only es2015 modules
        cacheDirectory: path.join(".tmp", "babelCache") // path for cache files
    };

// webpack sets process.env.WEBPACK_SERVE when running `webpack serve` (dev server).
    // Use it to switch automatically between developer-visual (dev server) and packaging behavior.
    const isProduction = !process.env.WEBPACK_SERVE;
    module.exports = {
        entry: {
            "visual.js": pluginLocation,
        },
        target: "web",
        devtool: "source-map",
        mode: isProduction ? "production" : "development",
        optimization: {
            minimize: isProduction, // enable minimization for create *.pbiviz file less than 2 Mb, can be disabled for dev mode
        },
        performance: {
            maxEntrypointSize: 1024000,
            maxAssetSize: 1024000
        },
        module: {
            rules: [
                {
                    test: /\.tsx?$/,
                    exclude: /node_modules/,
                    include: /powerbi-visuals-|src|precompile(\\|\/)visualPlugin.ts/,
                    use: [
                        {
                            loader: require.resolve('babel-loader'),
                            options: babelOptions
                        },
                        {
                            loader: "ts-loader",
                            options: {
                                transpileOnly: false,
                                experimentalWatchApi: false
                            }
                        }
                    ],
                },
                {
                    test: /(\.js)x|\.js$/,
                    use: [
                        {
                            loader: require.resolve('babel-loader'),
                            options: babelOptions
                        }
                    ]
                },
                {
                    test: /\.json$/,
                    loader: 'json-loader',
                    type: "javascript/auto"
                },
                {
                    test: /(\.less)|(\.css)$/,
                    use: [
                        {
                            loader: MiniCssExtractPlugin.loader
                        },
                        {
                            loader: 'css-loader'
                        },
                        {
                            loader: 'less-loader',
                            options: {
                                lessOptions: {
                                    paths: [path.resolve(__dirname, 'node_modules')]
                                }
                            }
                        }
                    ]
                },
                {
                    test: /\.(woff|ttf|ico|woff2|jpg|jpeg|png|webp|gif|svg|eot)$/i,
                    type: 'asset/inline'
                },
                { 
                    test: /powerbiGlobalizeLocales\.js$/,
                    loader: LocalizationLoader
                }
            ],
        },
        externals: { "powerbi-visuals-api": "null" },
        resolve: {
            extensions: [".tsx", ".ts", ".jsx", ".js", ".css"],
        },
        output: {
            clean: isProduction, // do NOT clean while serving: pbiviz.json is written outside webpack's asset pipeline and would be deleted by clean
            path: path.join(__dirname, ".tmp", "drop"),
            publicPath: 'assets',
            filename: "[name]",
            library: `${pbivizFile.visual.guid}${isProduction ? "" : "_DEBUG"}`, // dev server registers the visual under `<guid>_DEBUG`
            libraryTarget: "var",
        },
        devServer: {
            static: {
                directory: path.join(__dirname, ".tmp", "drop"), // path with assets generated by webpack plugin
                publicPath: '/assets/'
            },
            devMiddleware: {
                writeToDisk: true // required: flush emitted assets (status, visual.js, visual.css, source maps) to `.tmp/drop` so they are served under `/assets/*` (e.g. `/assets/status`)
            },
            compress: true, // enable gzip compression
            port: 8080, // dev server port
            hot: false,
            server: { // cert files for dev server
                type: "https",
                options: {
                    // keep it commented to use webpack generated certificate
                    // key: path.join(__dirname, "certs","PowerBICustomVisualTest_public.key"), // for darwin, linux
                    // cert: path.join(__dirname, "certs", "PowerBICustomVisualTest_public.cer"), // for darwin, linux
                    // pfx: fs.readFileSync(path.join(__dirname, "certs", "PowerBICustomVisualTest_public.pfx")), // for windows

// passphrase: "5031595470751755"
                    // requestCert: true,
                }
            },
            headers: {
                "access-control-allow-origin": "*",
                "cache-control": "public, max-age=0",
            }
        },
        plugins: [
            new MiniCssExtractPlugin({
                filename: "visual.css",
                chunkFilename: "[id].css"
            }),
            new BundleAnalyzerPlugin({ // adds the ability to analyze the size of the bundle
                reportFilename: statsLocation,
                openAnalyzer: false,
                analyzerMode: `static`
            }),
            new PowerBICustomVisualsWebpackPlugin({ // custom visuals plugin instance with options
                ...pbivizFile,
                capabilities,
                visualSourceLocation,
                pluginLocation,
                apiVersion: powerbiApi.version,
                capabilitiesSchema: powerbiApi.schemas.capabilities,
                dependenciesSchema: powerbiApi.schemas.dependencies,
                devMode: !isProduction, // adds the `_DEBUG` suffix to the status file, plugin name and guid required by the Power BI developer visual
                generatePbiviz: true,
                generateResources: isProduction,
                modules: true,
                packageOutPath: path.join(__dirname, "dist"),
            }),
            new ExtraWatchWebpackPlugin({
                files: [pbivizPath, capabilitiesPath],
            }),
            new webpack.WatchIgnorePlugin({ // visual plugin regenerates with the visual source, but it does not require relaunching dev server
                paths: [
                    path.join(__dirname, pluginLocation),
                    "./.tmp/**/*.*",
                    "./.tmp/**/**/*.*"
                ]
            }),
            new webpack.ProvidePlugin({
                define: "fakeDefine",
            }),
        ],
    };
    ```

6. Add new script to build a visual package

Add new command `"package": "webpack"` into `scripts` section of `package.json`:

```json
    "scripts": {
        "cert": "pbiviz --install-cert",
        "package": "webpack"
    }
    ```

Run `npm run package` command to create visual package.

## Add webpack-dev-server package to debug custom visual

Install webpack-dev-server:

```cmd
npm i webpack-dev-server --save-dev
```

Add command `"start": "webpack serve"` into `scripts` section of `package.json` :

```json
"scripts": {
    "cert": "pbiviz --install-cert",
    "package": "webpack",
    "start": "webpack serve"
}
```

Run command `npm run start` to start dev server.

### Serving the `status` file and visual assets in development

When you develop a visual through this plugin directly (i.e. with your own `webpack.config.js` instead of the `pbiviz` CLI), the dev server must expose the following files under the `/assets/` route so Power BI can load the developer visual:

* `status`
* `visual.js`
* `visual.css`
* the related source maps

The plugin emits the `status` asset on every compilation and writes `pbiviz.json` to the drop folder, but the JS/CSS bundles and source maps are produced by webpack itself. By default `webpack-dev-server` keeps compiled assets **in memory**, so only `pbiviz.json` ends up in `.tmp/drop`, and requests such as `https://localhost:8080/assets/status` return `404 Not Found`.

To match the behavior of the `pbiviz` CLI, make sure your `devServer` configuration:

1. Serves the drop folder under the `/assets/` route (`devServer.static.directory` = `.tmp/drop`, `publicPath` = `/assets/`).
2. Writes emitted assets to disk with `devMiddleware: { writeToDisk: true }`.
3. Uses `output.publicPath: 'assets'` so emitted assets resolve under `/assets/*`.
4. Keeps `output.clean` **disabled** while serving. `pbiviz.json` is written by the plugin directly to disk (it is intentionally not a webpack asset), so `clean: true` would delete it after every rebuild and `/assets/pbiviz.json` would return `404`.
5. Runs the plugin with `devMode: true` while serving, so the `status` file, plugin name and visual GUID get the `_DEBUG` suffix that the Power BI developer visual expects (e.g. `status` contains `<guid>_DEBUG` instead of `<guid>`). Keep the webpack `output.library` in sync (`<guid>_DEBUG`). When `devMode` is `true`, minification is also typically disabled, so no `visual.js.LICENSE.txt` sidecar is produced.

The sample `webpack.config.js` above derives all of this from a single `isProduction = !process.env.WEBPACK_SERVE` switch: running `webpack serve` behaves like `pbiviz start` (developer visual, `_DEBUG` suffix, no clean, unminified), while running `webpack` builds the package. After starting the dev server, `https://localhost:8080/assets/status` should return `200` and `.tmp/drop` should contain `status`, `visual.js`, `visual.css`, `pbiviz.json`, and the source maps.

## Contributing

This project welcomes contributions and suggestions.  Most contributions require you to agree to a
Contributor License Agreement (CLA) declaring that you have the right to, and actually do, grant us
the rights to use your contribution. For details, visit [https://cla.microsoft.com](https://cla.microsoft.com).

When you submit a pull request, a CLA-bot will automatically determine whether you need to provide
a CLA and decorate the PR appropriately (e.g., label, comment). Simply follow the instructions
provided by the bot. You will only need to do this once across all repos using our CLA.

This project has adopted the [Microsoft Open Source Code of Conduct](https://opensource.microsoft.com/codeofconduct/).
For more information see the [Code of Conduct FAQ](https://opensource.microsoft.com/codeofconduct/faq/) or
contact [opencode@microsoft.com](mailto:opencode@microsoft.com) with any additional questions or comments.

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