Login

Session Wizard

Author:
ddurham
Posted:
September 22, 2008
Language:
Python
Version:
1.0
Score:
2 (after 2 ratings)

This a wizard tool similar to the one in django.contrib.formtools, but it uses a session. I hope to eventually get this into shape and contribute it to the formtools package, but for right now, here it is.

The wizard steps are broken into 2 categories:

Show Form and Submit Form

Each category has it's own hooks for manipulating the process, for instance you can short-circuit a process_submit_form() and go straight to done() via a return from preprocess_submit_form(). Sorry for the lack of documentation on this.

Here's an example urls.py entry :

(r'^estimate/(?P<page0>\d+)/$', EstimateWizard([EstimateCustomer, EstimateJob, EstimateRoom]))

where EstimateCustomer, Job, and Room are Form classes and EstimateWizard extends SessionFormWizard

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class SessionWizard(object):
    """
    SessionWizard class -- implements multi-page forms with the following 
    characteristics:
    
       1) easily supports navigation to arbitrary pages in the wizard
       2) uses GETs to display forms (caveat validation errors) and POSTs for 
          form submissions
    
    Pros are support for back-button and arbitrary navigation within pages 
    (including the oddity of someone clicking on the refresh button)
    
    The major Con is use of the session scope.  In particular, zero 
    consideration has been given to multipart form data. 
    """
    
    def __init__(self, form_list):
        """form_list should be a list of Form classes (not instances)."""
        self.base_form_list = form_list[:]

    def _init_form_list(self, request):
        """ 
        Copy self.base_form_list to the session scope so that subclasses can 
        manipulate the form_list for individual users.
        """
        
        form_list_key = self._get_form_list_key()
        if form_list_key not in request.session:
            request.session[form_list_key] = self.base_form_list[:]

    def __call__(self, request, *args, **kwargs):
        """
        Initialize the form_list for a session if needed and call GET or
        POST depending on the http method.
        """
        
        self._init_form_list(request)
        page0 = int(kwargs['page0'])
        url_base = self.get_URL_base(request, page0)
        
        if request.method == 'POST':
            return self.POST(request, url_base)
        else:
            return self.GET(request, page0, url_base)
        
    
    def GET(self, request, page0, url_base):
        """
        Display the form/page for the page identified by page0
        """ 
        
        page_data = self._get_cleaned_data(request.session, page0)
        if page_data is None:
            form = self._get_form_list(request.session)[page0]()
        else:
            form_class = self._get_form_list(request.session)[page0]
            if issubclass(form_class, forms.ModelForm):
                form = form_class(instance=form_class.Meta.model(**page_data))
            else:
                form = form_class(initial=page_data)
        return self._show_form(request, page0, form, url_base)
        
    def POST(self, request, url_base):
        """
        Validate form submission, and redirect to GET the next form or return 
        the response from self.done().
        """ 
        
        page0 = int(request.POST['page0'])
        self._set_POST_data(request.session, request.POST, page0)
        form_list = self._get_form_list(request.session)
        form = form_list[page0](request.POST)
        new_page0 = self.preprocess_submit_form(request, page0, form)
        
        if new_page0 is not None:
            return HttpResponseRedirect(url_base + str(new_page0))
        else:
            if form.is_valid():
                self._set_cleaned_data(request.session, page0, 
                                       form.cleaned_data)
                self._set_page_info(request.session, page0, True)
                is_done = self.process_submit_form(request, page0, form)
                if (is_done is None or is_done == False) and \
                        len(form_list) > page0 + 1:
                    return HttpResponseRedirect(url_base + str(page0 + 1))
                else:
                    first_broken_page, form  = \
                        self._validate_all_forms(request.session)
                    if first_broken_page is not None:
                        return self._show_form(request, first_broken_page, form)
                    else:
                        return self.done(request)
            else:
                self._set_page_info(request.session, page0, False)
                
        return self._show_form(request, page0, form)
    

    # form util methods #
    def _validate_all_forms(self, session):
        """
        Iterate through the session form list and validate based on the POST 
        data stored in the session for this wizard.  Return the page index and 
        the form of the first invalid form or None, None if all forms are valid.
        """ 
        
        i = 0
        for form_class in self._get_form_list(session):
            form = form_class(self._get_POST_data(session, i))
            if not form.is_valid():
                return i, form
            else:
                i = i + 1
        return None, None
            
    def _show_form(self, request, page0, form, url_base):
        """
        Show the form associated with indicated page index.
        """
        
        extra_context = self.process_show_form(request, page0, form)
        self._set_current_page(request.session, page0)
        page_infos = self._get_page_infos(request.session)
        return render_to_response(self.get_template(page0),
             {'page0' : page0,
              'page' : page0 + 1,
              'form' : form,
              'page_infos' : page_infos,
              'url_base' : url_base,
              'extra_context' : extra_context
             }, RequestContext(request))
        
    def _get_form_list(self, session):
        """
        Return the list of form classes stored in the provided session.
        """
        
        return session[self._get_form_list_key()]
    
    def _insert_form(self, session, page0, form_class):
        """
        Insert a form class into the provided session's form list at index 
        page0.
        """
         
        self._get_form_list(session).insert(page0, form_class)
        
    def _remove_form(self, session, page0):
        """
        Remove the form at index page0 from the provided sessions form list.
        """
        
        form_list = self._get_form_list(session)
        if len(form_list) > page0:
            del form_list[page0]
            session[self._get_form_list_key()] = form_list 
    # end form util methods #


    # Form data methods #
    def _get_POST_data(self, session, page0):
        """
        Return the POST data for a given page index page0, stored in the 
        provided session.
        """
        
        post_data = self._get_all_POST_data(session)
        if len(post_data) > page0:
            return post_data[page0]
        else:
            return {}

    def _set_POST_data(self, session, data, page0, force_insert=False):
        """
        Set the POST data for a given page index and session to the 'data' 
        provided.  If force_insert is True then the data assignment is forced 
        as an list.insert(page0, data) call.
        """
         
        post_data = self._get_all_POST_data(session)
        if force_insert or len(post_data) <= page0:
            post_data.insert(page0, data)
        else:
            post_data[page0] = data
    
    def _remove_POST_data(self, session, page0):
        """
        Remove the POST data stored in the session at index page0.
        """
        
        post_data = self._get_all_POST_data(session)
        if len(post_data) > page0:
            del post_data[page0]
            session[self._get_POST_data_key()] = post_data
    
    def _get_all_POST_data(self, session):
        """
        Return the list of all POST data for this wizard from the provided 
        session.
        """
        
        post_data = []
        post_data_key = self._get_POST_data_key()
        if post_data_key in session: 
            post_data = session[post_data_key]
        else:
            session[post_data_key] = post_data
        return post_data

    def _get_cleaned_data(self, session, page0):
        """
        Return all of cleaned data for this wizard from the provided session.
        """
        
        cleaned_data_key = self._get_cleaned_data_key()
        cleaned_data = self._get_all_cleaned_data(session)
        if cleaned_data_key in session and len(cleaned_data) > page0:
            return cleaned_data[page0]
        else:
            return {}
            
    def _set_cleaned_data(self, session, page0, data, force_insert=False):
        """
        Assign the cleaned data for this wizard in the session at index page0, 
        optionally forcing a call a list insert call based on the 
        'force_insert' argument.
        """
        
        cleaned_data = self._get_all_cleaned_data(session)
        if force_insert or len(cleaned_data) <= page0: 
            cleaned_data.insert(page0, data)
        else:
            cleaned_data[page0] = data
        

    def _get_all_cleaned_data(self, session):
        """
        Return a list of all the cleaned data in the session for this wizard.
        """
        
        cleaned_data = []
        cleaned_data_key = self._get_cleaned_data_key()
        if cleaned_data_key in session:
            cleaned_data = session[cleaned_data_key]
        else:
            session[cleaned_data_key] = cleaned_data
        return cleaned_data
    
    def _remove_cleaned_data(self, session, page0):
        """
        Remove the cleaned data at index page0 for this wizard from the 
        provided session.
        """
         
        cleaned_data = self._get_all_cleaned_data(session)
        if len(cleaned_data) > page0:
            del cleaned_data[page0]
            session[self._get_cleaned_data_key()] = cleaned_data
    # end Form data methods #

    
    # page methods #
    def _set_current_page(self, session, page0):
        """
        Iterate through the page info dicts in the session and set 
        'current_page' to True for the page_info corresponding to page0 and 
        False for all others.
        """
         
        page_infos = self._get_page_infos(session)
        for i in range(len(page_infos)):
            if i == page0:
                page_infos[i]['current_page'] = True
            else:
                page_infos[i]['current_page'] = False

    def _get_page_infos(self, session):
        """
        Return the list of page info dicts stored in the provided session for 
        this wizard.
        """
           
        page_infos = []
        page_info_key = self._get_page_info_key()
        if session.has_key(page_info_key):
            page_infos = session[page_info_key]
        else:
            session[page_info_key] = page_infos
        return page_infos

    def _remove_page(self, session, page0):
        """
        Remove the page for this wizard indicated by the page0 argument from 
        the provided session.
        """
        
        self._remove_form(session, page0)
        self._remove_page_info(session, page0)
        self._remove_cleaned_data(session, page0)
        self._remove_POST_data(session, page0)

    def _remove_page_info(self, session, page0):
        """
        Remove the page info dict for this wizard stored at the page0 index 
        from the provided session.
        """
        
        page_infos = self._get_page_infos(session)
        if len(page_infos) > page0:
            del page_infos[page0]
            session[self._get_page_info_key()] = page_infos
    
    def _insert_page(self, session, page0, form_class):
        """
        Insert a page into this wizard, storing required session structures.
        """
        
        self._insert_form(session, page0, form_class)
        self._set_page_info(session, page0, False, True)
        self._set_cleaned_data(session, page0, {}, True)
        self._set_POST_data(session, {}, page0, True)

    def _set_page_info(self, session, page0, valid, force_insert=False):
        """
        Set the page info in this wizard for a page at index page0 and stored 
        in the provided session.
        """
        
        page_info = {
           'valid' : valid, 
           'title' : self.get_page_title(session, page0)
        }
        page_infos = self._get_page_infos(session)
        if force_insert or len(page_infos) <= page0:
            page_infos.insert(page0, page_info)
        else:
            page_infos[page0] = page_info
        self._set_page_infos(session, page_infos)
    
    def _set_page_infos(self, session, page_infos):
        """
        Set all the page info dictionaries for this wizard in the provided 
        session.
        """
        
        session[self._get_page_info_key()] = page_infos
    # end page methods #
    
    
    # Key Methods #
    def get_session_key_prefix(self):
        """
        Return a session key prefix that will be used to store form and other 
        wizard data.
        """
        return 'session_wizard_data'
    
    def _get_form_list_key(self):
        """
        Return a key used to store the list of form classes for this wizard.
        """
        
        return self.get_session_key_prefix() + '-FORM'
            
    def _get_cleaned_data_key(self):
        """
        Return a key used to store cleaned data for this wizard. 
        """
        
        return self.get_session_key_prefix() + '-CLEANED' 

    def _get_page_info_key(self):
        """
        Return a key used to store page info data for this wizard.
        """
        
        return self.get_session_key_prefix() + '-PAGE_INFO'
    
    def _get_POST_data_key(self):
        """
        Return a key used to store POST data for this wizard.
        """
        
        return self.get_session_key_prefix() + '-POST'
    # End Key Methods #


    # typically overriden methods #
    def clear_wizard_from_session(self, session):
        """
        Clear the session data used by this wizard from the provided session.
        """
        del session[self._get_form_list_key()]
        del session[self._get_page_info_key()]
        del session[self._get_POST_data_key()]
        del session[self._get_cleaned_data_key()]
    
    def get_URL_base(self, request, page0):
        """
        Return the URL to this wizard minus the "page0" parto of the URL.  This 
        value is passed to template as url_base.
        """
        return request.path.replace("/" + str(page0) + "/", "/")
    
    def get_page_title(self, session, page0):
        """
        Return a user friendly title for the page at index page0.
        """
        
        return 'Page %s' % str(page0 + 1)
    
    def process_show_form(self, request, page0, form):
        """
        Called before rendering a form either from a GET or when a form submit 
        is invalid.
        """

    def preprocess_submit_form(self, request, page0, form):
        """
        Called when a form is POSTed, but before form is validated.  If this 
        function returns None then form submission continues, else it should 
        return a new page index that will be redirected to as a GET.
        """
        
    def process_submit_form(self, request, page0, form):
        """
        Called when a form is POSTed.  This is only called if the form data is 
        valid.  If this method returns True, the done() method is called, 
        otherwise the wizard continues.  Note that it is possible that this 
        method would not return True, and done() would still be called because 
        there are no more forms left in the form_list.
        """
        
    def get_template(self, page0):
        """
        Hook for specifying the name of the template to use for a given page.
        Note that this can return a tuple of template names if you'd like to
        use the template system's select_template() hook.
        """
        return 'forms/session_wizard.html'

    def done(self, request):
        """
        Hook for doing something with the validated data. This is responsible
        for the final processing including clearing the session scope of items 
        created by this wizard.
        """
        raise NotImplementedError("Your %s class has not defined a done() " + \
                                  "method, which is required." \
                                  % self.__class__.__name__)

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