how to pass userid from client to server php controller file using wordpress

cpshart

Firstly this is only day 2 of my trial of the datatables editor already I can see what a great product it is I wish I had known about it earlier !!

I need to pass the userid from my client to the PHP server controller file using the construct
**->where( 'user_id', 2 )
**
The above works when hardcoded, but I need to get a variable value containing the logged in userid from the client.

I have stored the userid in the variable userid as shown below, the problem is how do I pass the variable userid to the controller file line 98 shown below, I have tried changing the line below in a number of ways but to no avail e.g.

**->where( 'user_id', userid )
**

The userid is being populated correctly as it displays in the modal. On an aside is it possible to define the value of userid as
shown in line 17, but EXCLUDE from the modal, as it is a fixed value, shown as radio button of one option only, thanks ?

(function($) {
var editor; // use a global for the submit and return data rendering in the examples
var userid = <?php echo $current_user_id; ?>;
 
$(document).ready(function() {
    editor = new $.fn.dataTable.Editor( {
        ajax: "../../Editor-PHP-1.8.1/controllers/portfolios.php",
        table: "#portfolios",
        fields: [ {
                label: "user_id:",
                name: "dm_portfolios.user_id",
                type: "radio",
                options: [
                    { label: userid, value: userid },
                    ],
                def: userid
            }, {
                label: "Portfolio:",
                name: "dm_portfolios.code"
            }, {
                label: "Name:",
                name: "dm_portfolios.name"
            }, {
                label: "Portfolio Type:",
                name: "dm_portfolios.portfolio_type",
                type:  "radio",
                options: [
                    { label: "Dealing", value: "DEA" },
                    { label: "ISA",   value: "ISA" },
                    { label: "SIPP",   value: "SIPP" }
                    ]
            }
        ]
    } );

    $('#portfolios').DataTable( {
        dom: "Bfrtip",
        ajax: "../../Editor-PHP-1.8.1/controllers/portfolios.php",  
        columns: [
            { data: "dm_portfolios.code" },
            { data: "dm_portfolios.name" },
            { data: "dm_portfolios.portfolio_type" }
        ],
        select: true,
        buttons: [
            { extend: "create", editor: editor },
            { extend: "edit",   editor: editor },
            { extend: "remove", editor: editor }
        ]
    } );
} );    
}(jQuery));




<?php

/*
 * Example PHP implementation used for the index.html example
 */

// DataTables PHP library
include( "../lib/DataTables.php" );


// Alias Editor classes so they are easy to use
use
    DataTables\Editor,
    DataTables\Editor\Field,
    DataTables\Editor\Format,
    DataTables\Editor\Mjoin,
    DataTables\Editor\Options,
    DataTables\Editor\Upload,
    DataTables\Editor\Validate,
    DataTables\Editor\ValidateOptions;

// Build our Editor instance and process the data coming from _POST
Editor::inst( $db, 'dm_portfolios' )
    ->fields(
        Field::inst( 'dm_portfolios.user_id' )
            ->validator( Validate::numeric() )
            ->setFormatter( Format::ifEmpty(null) ),
        Field::inst( 'dm_portfolios.code' )
            ->validator( Validate::notEmpty( ValidateOptions::inst()
                ->message( 'A portfolio code is required' )
            ) ),
        Field::inst( 'dm_portfolios.name' )
            ->validator( Validate::notEmpty( ValidateOptions::inst()
                ->message( 'A portfolio name is required' )
            ) ),
        Field::inst( 'dm_portfolios.portfolio_type' )
            ->validator( Validate::notEmpty( ValidateOptions::inst()
                ->message( 'A portfolio type is required' ) 
            ) )
            )
->where( 'user_id', 2 )
->process( $_POST )
->json();

Any help much appreciated

Many Thanks Colin

giovanni.bracci

You could try that:

$(document).ready(function() {
    editor = new $.fn.dataTable.Editor( {
        ajax: {
            url: '../../Editor-PHP-1.8.1/controllers/portfolios.php',
            type: 'POST',
            data: function ( d ) {
            d.userid = $('#passuserid').val();
            }
        },

In the HTML page you can place:

<input type='hidden' id='passuserid' value='<?php echo $current_user_id; ?>'>

And on you your Server-Side script:

$userid = $_POST['userid'];


.......

    ->where( function ( $q ) use ( $userid) {
        $q->where( 'user_id', $userid);
    } )

I hope this will help you!

Bye,
Giovanni

cpshart

Hi Giovanni

Many thanks for your quick response, just testing and I am getting an error in the controller error.log

**[16-Feb-2019 18:07:20 Europe/London] PHP Notice: Undefined index: userid in /home/ukincome/public_html/Editor-PHP-1.8.1/controllers/portfolios.php on line 22
**

**DataTables warning: table id=portfolios - Invalid JSON response. For more information about this error, please see http://datatables.net/tn/1
**

Extract of Code changes shown below

# HTML

<html>
<head>
<title>Portfolios Add/Edit</title>
<link rel="stylesheet" type="text/css" href="https://cdn.datatables.net/1.10.19/css/jquery.dataTables.min.css" />
<link rel="stylesheet" type="text/css" href="https://cdn.datatables.net/buttons/1.5.4/css/buttons.dataTables.min.css" />    
<link rel="stylesheet" type="text/css" href="https://cdn.datatables.net/select/1.2.7/css/select.dataTables.min.css" />  
<link rel="stylesheet" type="text/css" href="https://www.ukincomeinvestor.co.uk/Editor-PHP-1.8.1/css/editor.dataTables.min.css">

</head>
<input type='hidden' id='passuserid' value='<?php echo $current_user_id; ?>'>
    
<table id="portfolios" class="row-border responsive nowrap" style="width:100%">

<thead>
<tr>
<th>Code</th>
<th>Name</th>
<th>Type</th>
</tr>
</thead>

# JAVASCRIPT
<script type="text/javascript">
(function($) {
var editor; // use a global for the submit and return data rendering in the examples
var userid = <?php echo $current_user_id; ?>;
 
$(document).ready(function() {
    editor = new $.fn.dataTable.Editor( {
        ajax: {
            url: "../../Editor-PHP-1.8.1/controllers/portfolios.php",
            type: 'POST',
            data: function ( d ) {
            d.userid = $('#passuserid').val();
            }
        },
        table: "#portfolios",
        fields: [ {
                label: "user_id:",
                name: "dm_portfolios.user_id",
                type: "radio",
                options: [
                    { label: userid, value: userid },
                    ],
                def: userid
            }, {




# SERVER

    DataTables\Editor\ValidateOptions;

$userid = $_POST['userid'];

// Build our Editor instance and process the data coming from _POST
Editor::inst( $db, 'dm_portfolios' )
    ->fields(
        Field::inst( 'dm_portfolios.code' )
            ->validator( Validate::notEmpty( ValidateOptions::inst()
                ->message( 'A portfolio code is required' )
            ) ),
        Field::inst( 'dm_portfolios.name' )
            ->validator( Validate::notEmpty( ValidateOptions::inst()
                ->message( 'A portfolio name is required' )
            ) ),
        Field::inst( 'dm_portfolios.portfolio_type' )
            ->validator( Validate::notEmpty( ValidateOptions::inst()
                ->message( 'A portfolio type is required' ) 
            ) )
            )
->where( function ( $q ) use ( $userid ) {
    $q->where( 'id', $userid );
} )
->process( $_POST )
->json();

Many thanks again

Colin

cpshart

Hi Giovanni

This works partial hardcoding FYI, had to change

$q->where( 'id', $userid );
to
$q->where( 'user_id', $userid );

so issue is with userid variable ??

SERVER Code Extract below

```//$userid = $_POST['userid'];
$userid = 2;

// Build our Editor instance and process the data coming from _POST
Editor::inst( $db, 'dm_portfolios' )
->fields(
Field::inst( 'dm_portfolios.code' )
->validator( Validate::notEmpty( ValidateOptions::inst()
->message( 'A portfolio code is required' )
) ),
Field::inst( 'dm_portfolios.name' )
->validator( Validate::notEmpty( ValidateOptions::inst()
->message( 'A portfolio name is required' )
) ),
Field::inst( 'dm_portfolios.portfolio_type' )
->validator( Validate::notEmpty( ValidateOptions::inst()
->message( 'A portfolio type is required' )
) )
)
->where( function ( $q ) use ( $userid ) {
$q->where( 'user_id', $userid );
} )
->process( $_POST )
->json();```

Thanks Colin

giovanni.bracci

Step 1:
pass $current_user_id; by HTML in your page with:

........
............
...................
<input type='hidden' id='passuserid' value='<?php echo $current_user_id; ?>'>

Step 2:
Now you are passing the value in step 1, so comment that line as shown below in your javascript:

// var userid = <?php echo $current_user_id; ?>;

Step 3:
Add in your EDITOR javascript:

$(document).ready(function() {
    editor = new $.fn.dataTable.Editor( {
        ajax: {
            url: '../../Editor-PHP-1.8.1/controllers/portfolios.php',
            type: 'POST',
            data: function ( d ) {
            d.userid = $('#passuserid').val();
            }
        },

Step 4:
Add the ajax POST also in your Datatables:

var table = $('#instrum').DataTable( {
        ajax: {
            url: '../../Editor-PHP-1.8.1/controllers/portfolios.php',
            type: 'POST',
            data: function ( d ) {
            d.userid = $('#passuserid').val();
            }
        },

giovanni.bracci

In my opinion you could try to pass $current_user_id to your JS from your HTML, without showing it in EDITOR as a radio button.
The instruction could/should be:

........
............
...................
<input type='hidden' id='passuserid' value='<?php echo $current_user_id; ?>'>

Step 2: since you're passing the value with the previous instruction you could comment that line as shown below in your javascript:

// var userid = <?php echo $current_user_id; ?>;

Step 3:
Add the Ajax POST in your EDITOR javascript:

$(document).ready(function() {
    editor = new $.fn.dataTable.Editor( {
        ajax: {
            url: '../../Editor-PHP-1.8.1/controllers/portfolios.php',
            type: 'POST',
            data: function ( d ) {
            d.userid = $('#passuserid').val();
            }
        },

Step 4:
Don't forget to add the ajax POST also in your Datatables:

var table = $('#instrum').DataTable( {
        ajax: {
            url: '../../Editor-PHP-1.8.1/controllers/portfolios.php',
            type: 'POST',
            data: function ( d ) {
            d.userid = $('#passuserid').val();
            }
        },

Step 5:
In your Server-Side script:

$userid = $_POST['userid'];
 
 
.......
 
    ->where( function ( $q ) use ( $userid) {
        $q->where( 'user_id', $userid);
    } )

allan

I need to get a variable value containing the logged in userid from the client.

I'd actually really really strongly suggest against that. It would be trivial for someone to change the user id on the client-side, making the server think they were logged in as someone else (yikes!).

Instead, assuming you have login / session management on the server-side, use the information from there - e.g. $_SESSION['userid'] or where ever you've stored it in the session information.

Allan

cpshart

Hi Giovanni

Many thanks for your help, I have been able to add new rows and the userid is passed to the server controller

{"data":[{"DT_RowId":"row_27","dm_portfolios":{"user_id":"3","code":"TDW-COLIN-ISA","name":"TD Waterhouse Colin ISA","portfolio_type":"ISA"}}]}

but when I first run the job, it fails to get the value of userid on the server and werrors as follows:

<br /> <b>Notice</b>: Undefined index: userid in <b>/home/ukincome/public_html/Editor-PHP-1.8.1/controllers/portfolios.php</b> on line <b>22</b><br /> {"data":[],"options":[],"files":[]}

I should be able to suppress the need for the userid in the modal as you have suggested, but I need to pass the userid without performing a New entry.

If exclude userid from the modal I get an error on modal when I press the CREATE button of the following:

An SQL error occurred: SQLSTATE[HY000]: General error: 1364 Field 'user_id' doesn't have a default value

The only difference to your suggested code is

//var userid = <?php echo $user_id; ?>;
becomes
var userid = <?php echo $current_user_id; ?>;

and I have had to pass userid in the datatable on the client side

this allows me to add rows, but does not display all the rows only new rows added.

latest files

<html>
<head>
<title>Portfolios Add/Edit</title>
<link rel="stylesheet" type="text/css" href="https://cdn.datatables.net/1.10.19/css/jquery.dataTables.min.css" />
<link rel="stylesheet" type="text/css" href="https://cdn.datatables.net/buttons/1.5.4/css/buttons.dataTables.min.css" />    
<link rel="stylesheet" type="text/css" href="https://cdn.datatables.net/select/1.2.7/css/select.dataTables.min.css" />  
<link rel="stylesheet" type="text/css" href="https://www.ukincomeinvestor.co.uk/Editor-PHP-1.8.1/css/editor.dataTables.min.css">

</head>

<table id="portfolios" class="row-border responsive nowrap" style="width:100%">

<thead>
<tr>
<th>Userid</th>
<th>Code</th>
<th>Name</th>
<th>Type</th>
</tr>
</thead>

    
<tfoot>
<tr>
<th>Userid</th>
<th>Code</th>
<th>Name</th>
<th>Type</th>
</tr>
</tfoot>
    
<?php
global $wpdb;    
global $current_user;
get_currentuserinfo();
$user_id = $current_user->ID;

$rows = $wpdb->get_results("
SELECT 
p.user_id AS user_id,
p.code AS code,
p.name AS name,
p.portfolio_type AS portfolio_type
FROM
dm_portfolios p
WHERE
p.user_id >= IF($user_id=4,2,$user_id)
AND
p.user_id <= IF($user_id=4,3,$user_id)
");
        
foreach ($rows as $row ){
    echo "<tr>";
    echo "<td>$row->user_id</td>";
    echo "<td>$row->code</td>";
    echo "<td>$row->name</td>";
    echo "<td>$row->portfolio_type</td>";
    echo "</tr>";}
echo "</table>";
?>
<input type='hidden' id='passuserid' value='<?php echo $user_id; ?>'>
    
    
<script type="text/javascript"   src="https://code.jquery.com/jquery-3.3.1.js"></script>
<script type="text/javascript"   src="https://cdn.datatables.net/1.10.19/js/jquery.dataTables.min.js"></script>
<script type="text/javascript"   src="https://cdn.datatables.net/responsive/2.2.3/js/dataTables.responsive.min.js"></script>
<script type="text/javascript"   src="https://cdn.datatables.net/buttons/1.5.4/js/dataTables.buttons.min.js"></script>
<script type="text/javascript"   src="https://cdn.datatables.net/select/1.2.7/js/dataTables.select.min.js"></script>
<script type="text/javascript"   src="https://www.ukincomeinvestor.co.uk/Editor-1.8.1/js/dataTables.editor.js"></script>    
    
<script type="text/javascript">
(function($) {
var editor; // use a global for the submit and return data rendering in the examples
var userid = <?php echo $user_id; ?>;
 
$(document).ready(function() {
var table = $('#instrum').DataTable( {
        ajax: {
            url: '../../Editor-PHP-1.8.1/controllers/portfolios.php',
            type: 'POST',
            data: function ( d ) {
            d.userid = $('#passuserid').val();
            }
        }
});
    
    editor = new $.fn.dataTable.Editor( {
        ajax: {
            url: "../../Editor-PHP-1.8.1/controllers/portfolios.php",
            type: 'POST',
            data: function ( d ) {
            d.userid = $('#passuserid').val();
            }
        },      
        table: "#portfolios",
        fields: [ 
            {
                label: "user_id:",
                name: "dm_portfolios.user_id",
                type: "radio",
                options: [
                    { label: userid, value: userid },
                    ],
                def: userid
            }, 
            {
                label: "Portfolio:",
                name: "dm_portfolios.code"
            }, {
                label: "Name:",
                name: "dm_portfolios.name"
            }, {
                label: "Portfolio Type:",
                name: "dm_portfolios.portfolio_type",
                type:  "radio",
                options: [
                    { label: "Dealing", value: "DEA" },
                    { label: "ISA",   value: "ISA" },
                    { label: "SIPP",   value: "SIPP" }
                    ]
            }
        ]
    } );

    $('#portfolios').DataTable( {
        dom: "Bfrtip",
        ajax: "../../Editor-PHP-1.8.1/controllers/portfolios.php",  
        columns: [
            { data: "dm_portfolios.user_id" },
            { data: "dm_portfolios.code" },
            { data: "dm_portfolios.name" },
            { data: "dm_portfolios.portfolio_type" }
        ],
        select: true,
        buttons: [
            { extend: "create", editor: editor },
            { extend: "edit",   editor: editor },
            { extend: "remove", editor: editor }
        ]
    } );
} );    
}(jQuery));</script>

```
<?php

/*
* Example PHP implementation used for the index.html example
*/

// DataTables PHP library
include( "../lib/DataTables.php" );

// Alias Editor classes so they are easy to use
use
DataTables\Editor,
DataTables\Editor\Field,
DataTables\Editor\Format,
DataTables\Editor\Mjoin,
DataTables\Editor\Options,
DataTables\Editor\Upload,
DataTables\Editor\Validate,
DataTables\Editor\ValidateOptions;

$userid = $_POST['userid'];
//$userid = 3;

// Build our Editor instance and process the data coming from _POST
Editor::inst( $db, 'dm_portfolios' )
->fields(
Field::inst( 'dm_portfolios.user_id' )
->validator( Validate::numeric() )
->setFormatter( Format::ifEmpty(null) ),
Field::inst( 'dm_portfolios.code' )
->validator( Validate::notEmpty( ValidateOptions::inst()
->message( 'A portfolio code is required' )
) ),
Field::inst( 'dm_portfolios.name' )
->validator( Validate::notEmpty( ValidateOptions::inst()
->message( 'A portfolio name is required' )
) ),
Field::inst( 'dm_portfolios.portfolio_type' )
->validator( Validate::notEmpty( ValidateOptions::inst()
->message( 'A portfolio type is required' )
) )
)
//->where( 'user_id', $userid )
//->process( $_POST )
//->json();

->where( function ( $q ) use ( $userid) {
$q->where( 'user_id', $userid);
} )
->process( $_POST )
->json();

```

I hope this makes sense, I don't suppose you are able to check the system online if I message you my access details.

I will continue looking for a solution in the meantime.

Many Thanks

Colin

cpshart

Hi Allan

Sorry I just saw your message my previous message overlapped, so I will test your suggestion now, and get back to you.

Many Thanks

Colin

cpshart

Hi Allan

I am a relative novice at this, is there an example of client js and server side php, showing how to pass a value such as userid using SESSION variables in this environment as you have suggested.

Many Thanks

Colin

giovanni.bracci

As I said in my previous reply, i think you need to add the ajax POST also in your Datatables.

$('#portfolios').DataTable( {
        dom: "Bfrtip",
        ajax: {
            url: '../../Editor-PHP-1.8.1/controllers/portfolios.php',
            type: 'POST',
            data: function ( d ) {
            d.userid = $('#passuserid').val();
            }
        },
.....

You have erroneously added my table name "instrum" on the top of your JS, take a look!!!

cpshart

Hi Giovanni

Thanks, I saw that mistake now fixed, I have also fixed the defaulting of the userid using the SetValue($userid) shown below

Editor::inst( $db, 'dm_portfolios' )
    ->fields(
        Field::inst( 'dm_portfolios.user_id' )
// default the value of the userid to $userid        
            ->setValue( $userid ),            

I have removed all lines in javascript defaulting the userid and in the HTML display of the table.

so have I placed the code above in the wrong position as it results in an error

<script type="text/javascript">
(function($) {
var editor; // use a global for the submit and return data rendering in the examples
 
$(document).ready(function() {
    editor = new $.fn.dataTable.Editor( {
        ajax: {
            url: '../../Editor-PHP-1.8.1/controllers/portfolios.php',
            type: 'POST',
            data: function ( d ) {
            d.userid = $('#passuserid').val();
            }
        },
        table: "#portfolios",
        fields: [ 
            {
                label: "Portfolio:",
                name: "dm_portfolios.code"
            }, {
                label: "Name:",
                name: "dm_portfolios.name"
            }, {
                label: "Portfolio Type:",
                name: "dm_portfolios.portfolio_type",
                type:  "radio",
                options: [
                    { label: "Dealing", value: "DEA" },
                    { label: "ISA",   value: "ISA" },
                    { label: "SIPP",   value: "SIPP" }
                    ]
            }
        ]
    } );
    
    $('#portfolios').DataTable( {
        dom: "Bfrtip",
        ajax: {
            url: '../../Editor-PHP-1.8.1/controllers/portfolios.php',
            type: 'POST',
            data: function ( d ) {
            d.userid = $('#passuserid').val();
            }
        },
         columns: [
            { data: "dm_portfolios.code" },
            { data: "dm_portfolios.name" },
            { data: "dm_portfolios.portfolio_type" }
        ],
        select: true,
        buttons: [
            { extend: "create", editor: editor },
            { extend: "edit",   editor: editor },
            { extend: "remove", editor: editor }
        ]
    } );
} );    
}(jQuery));</script>

HTML Section above the JS section

<html>
<head>
<title>Portfolios Add/Edit</title>
<link rel="stylesheet" type="text/css" href="https://cdn.datatables.net/1.10.19/css/jquery.dataTables.min.css" />
<link rel="stylesheet" type="text/css" href="https://cdn.datatables.net/buttons/1.5.4/css/buttons.dataTables.min.css" />    
<link rel="stylesheet" type="text/css" href="https://cdn.datatables.net/select/1.2.7/css/select.dataTables.min.css" />  
<link rel="stylesheet" type="text/css" href="https://www.ukincomeinvestor.co.uk/Editor-PHP-1.8.1/css/editor.dataTables.min.css">

</head>

<table id="portfolios" class="row-border responsive nowrap" style="width:100%">

<thead>
<tr>
<th>Code</th>
<th>Name</th>
<th>Type</th>
</tr>
</thead>

    
<tfoot>
<tr>
<th>Code</th>
<th>Name</th>
<th>Type</th>
</tr>
</tfoot>
    
<?php
global $wpdb;    
global $current_user;
get_currentuserinfo();
$user_id = $current_user->ID;

$rows = $wpdb->get_results("
SELECT 
p.user_id AS user_id,
p.code AS code,
p.name AS name,
p.portfolio_type AS portfolio_type
FROM
dm_portfolios p
WHERE
p.user_id >= IF($user_id=4,2,$user_id)
AND
p.user_id <= IF($user_id=4,3,$user_id)
");
        
foreach ($rows as $row ){
    echo "<tr>";
    echo "<td>$row->code</td>";
    echo "<td>$row->name</td>";
    echo "<td>$row->portfolio_type</td>";
    echo "</tr>";}
echo "</table>";
?>
<input type='hidden' id='passuserid' value='<?php echo $current_user->ID; ?>'>

This does not populate the JSON shown by Network, Preview

array(0) { } "NO SESSION"

Controller File

<?php

/*
 * portfolios.php
 */
 
 
session_start();
var_dump($_SESSION);

if ( ! isset( $_SESSION['userid'] ) ) {
  print json_encode( 'NO SESSION' );
  exit;
}


// DataTables PHP library
include( "../lib/DataTables.php" );
 
 
// Alias Editor classes so they are easy to use
use
    DataTables\Editor,
    DataTables\Editor\Field,
    DataTables\Editor\Format,
    DataTables\Editor\Mjoin,
    DataTables\Editor\Options,
    DataTables\Editor\Upload,
    DataTables\Editor\Validate,
    DataTables\Editor\ValidateOptions;

// Build our Editor instance and process the data coming from _POST
Editor::inst( $db, 'dm_portfolios' )
    ->fields(
        Field::inst( 'dm_portfolios.user_id' )
// default the value of the userid to $userid        
            ->setValue( $userid ),            
        Field::inst( 'dm_portfolios.code' )
            ->validator( Validate::notEmpty( ValidateOptions::inst()
                ->message( 'A portfolio code is required' )
            ) ),
        Field::inst( 'dm_portfolios.name' )
            ->validator( Validate::notEmpty( ValidateOptions::inst()
                ->message( 'A portfolio name is required' )
            ) ),
        Field::inst( 'dm_portfolios.portfolio_type' )
            ->validator( Validate::notEmpty( ValidateOptions::inst()
                ->message( 'A portfolio type is required' )
            ) )
            )

->where( function ( $q ) use ( $userid) {
$q->where( 'user_id', $userid);
} )
->process( $_POST )
->json();

Hopefully I am very close, I am sorry it has taken so long, unfortunately it is essential that I get this working in order to use the product. Any help much appreciated. Regards Colin

cpshart

Hi Giovanni

Many thanks again for the all the help, my syntax closing braces etc. were incorrect, it appears to be working once I changed the above controller to your suggestions which is fantastic. Should I leave a copy of the final 2 files against this call .. and mark as answered ?

I am very pleased.

Cheers Colin

allan

Yes - that sounds like a good idea. Great to hear you've got this working now and many thanks to @giovanni.bracci for your help here!

Allan

cpshart

Hi Allan/Giovanni

Here are the working files, with thanks to both of you for your help, much appreciated.

<html>
<head>
<title>Portfolios Add/Edit</title>
<link rel="stylesheet" type="text/css" href="https://cdn.datatables.net/1.10.19/css/jquery.dataTables.min.css" />
<link rel="stylesheet" type="text/css" href="https://cdn.datatables.net/buttons/1.5.4/css/buttons.dataTables.min.css" />    
<link rel="stylesheet" type="text/css" href="https://cdn.datatables.net/select/1.2.7/css/select.dataTables.min.css" />  
<link rel="stylesheet" type="text/css" href="https://www.ukincomeinvestor.co.uk/Editor-PHP-1.8.1/css/editor.dataTables.min.css">

</head>

<table id="portfolios" class="row-border responsive nowrap" style="width:100%">

<thead>
<tr>
<th>Code</th>
<th>Name</th>
<th>Type</th>
</tr>
</thead>

    
<tfoot>
<tr>
<th>Code</th>
<th>Name</th>
<th>Type</th>
</tr>
</tfoot>
    
<?php
global $wpdb;    
global $current_user;
get_currentuserinfo();
$user_id = $current_user->ID;

$rows = $wpdb->get_results("
SELECT 
p.user_id AS user_id,
p.code AS code,
p.name AS name,
p.portfolio_type AS portfolio_type
FROM
dm_portfolios p
WHERE
p.user_id >= IF($user_id=4,2,$user_id)
AND
p.user_id <= IF($user_id=4,3,$user_id)
");
        
foreach ($rows as $row ){
    echo "<tr>";
    echo "<td>$row->code</td>";
    echo "<td>$row->name</td>";
    echo "<td>$row->portfolio_type</td>";
    echo "</tr>";}
echo "</table>";
?>
<input type='hidden' id='passuserid' value='<?php echo $current_user->ID; ?>'>
    
    
<script type="text/javascript"   src="https://code.jquery.com/jquery-3.3.1.js"></script>
<script type="text/javascript"   src="https://cdn.datatables.net/1.10.19/js/jquery.dataTables.min.js"></script>
<script type="text/javascript"   src="https://cdn.datatables.net/responsive/2.2.3/js/dataTables.responsive.min.js"></script>
<script type="text/javascript"   src="https://cdn.datatables.net/buttons/1.5.4/js/dataTables.buttons.min.js"></script>
<script type="text/javascript"   src="https://cdn.datatables.net/select/1.2.7/js/dataTables.select.min.js"></script>
<script type="text/javascript"   src="https://www.ukincomeinvestor.co.uk/Editor-1.8.1/js/dataTables.editor.js"></script>    
    
<script type="text/javascript">
(function($) {
var editor; // use a global for the submit and return data rendering in the examples
 
$(document).ready(function() {
    editor = new $.fn.dataTable.Editor( {
        ajax: {
            url: '../../Editor-PHP-1.8.1/controllers/portfolios.php',
            type: 'POST',
            data: function ( d ) {
                d.userid = $('#passuserid').val();
            }
        },
        table: "#portfolios",
        fields: [ 
            {
                label: "Portfolio:",
                name: "dm_portfolios.code"
            }, {
                label: "Name:",
                name: "dm_portfolios.name"
            }, {
                label: "Portfolio Type:",
                name: "dm_portfolios.portfolio_type",
                type:  "radio",
                options: [
                    { label: "Dealing", value: "DEA" },
                    { label: "ISA",   value: "ISA" },
                    { label: "SIPP",   value: "SIPP" }
                    ]
            }
        ]
    } );
    
    $('#portfolios').DataTable( {
        dom: "Bfrtip",
        ajax: {
            url: '../../Editor-PHP-1.8.1/controllers/portfolios.php',
            type: 'POST',
            data: function ( d ) {
                d.userid = $('#passuserid').val();
                                }
            },
        columns: [
            { data: "dm_portfolios.code" },
            { data: "dm_portfolios.name" },
            { data: "dm_portfolios.portfolio_type" }
        ],
        select: true,
        buttons: [
            { extend: "create", editor: editor },
            { extend: "edit",   editor: editor },
            { extend: "remove", editor: editor }
        ]
    } );    
} );    
    
}(jQuery));</script>

<?php

/*
 * portfolios.php
 */
 
// DataTables PHP library
include( "../lib/DataTables.php" );
 
 
// Alias Editor classes so they are easy to use
use
    DataTables\Editor,
    DataTables\Editor\Field,
    DataTables\Editor\Format,
    DataTables\Editor\Mjoin,
    DataTables\Editor\Options,
    DataTables\Editor\Upload,
    DataTables\Editor\Validate,
    DataTables\Editor\ValidateOptions;

$userid = $_POST['userid'];

// Build our Editor instance and process the data coming from _POST
Editor::inst( $db, 'dm_portfolios' )
    ->fields(
        Field::inst( 'dm_portfolios.user_id' )
        // default the value of the userid to $userid        
            ->setValue( $userid ),            
        Field::inst( 'dm_portfolios.code' )
            ->validator( Validate::notEmpty( ValidateOptions::inst()
                ->message( 'A portfolio code is required' )
            ) ),
        Field::inst( 'dm_portfolios.name' )
            ->validator( Validate::notEmpty( ValidateOptions::inst()
                ->message( 'A portfolio name is required' )
            ) ),
        Field::inst( 'dm_portfolios.portfolio_type' )
            ->validator( Validate::notEmpty( ValidateOptions::inst()
                ->message( 'A portfolio type is required' )
            ) )
            )

->where( function ( $q ) use ( $userid) {
$q->where( 'user_id', $userid);
} )
->process( $_POST )
->json();

Many Thanks

Colin

giovanni.bracci

You are welcome!