snapshot: split form builder config and runtime responsibilities
This commit is contained in:
Md Bayazid Bostame
@@ -1,626 +1,2 @@
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from collections import OrderedDict
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from django import forms
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from django.utils.text import slugify
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from django.utils.translation import get_language, gettext_lazy as _
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from .models import FormConditionalRuleConfig, FormCustomFieldConfig, FormCustomSectionConfig, FormFieldConfig, FormSectionConfig
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DEFAULT_FIELD_ORDER = {
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'onboarding': [
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'first_name',
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'last_name',
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'full_name',
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'gender',
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'job_title',
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'department',
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'work_email',
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'order_business_cards',
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'business_card_name',
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'business_card_title',
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'business_card_email',
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'business_card_phone',
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'contract_start',
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'employment_type',
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'employment_end_date',
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'handover_date',
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'group_mailboxes_required_choice',
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'group_mailboxes',
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'needed_devices_multi',
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'additional_hardware_needed_choice',
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'additional_hardware_multi',
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'additional_hardware_other',
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'needed_software_multi',
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'additional_software_needed_choice',
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'additional_software_multi',
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'additional_software',
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'needed_accesses_multi',
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'additional_access_needed_choice',
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'additional_access_text',
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'needed_workspace_groups_multi',
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'needed_resources_multi',
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'successor_required_choice',
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'successor_name',
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'inherit_phone_number_choice',
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'phone_number_choice',
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'additional_notes',
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'signature_url',
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'signature_image',
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'onboarded_by_email',
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'agreement_confirm',
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],
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'offboarding': [
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'full_name',
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'work_email',
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'department',
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'job_title',
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'last_working_day',
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'notes',
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],
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}
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ONBOARDING_PAGE_ORDER = ['stammdaten', 'vertrag', 'itsetup', 'abschluss']
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OFFBOARDING_PAGE_ORDER = ['mitarbeitende', 'austritt', 'abschluss']
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ONBOARDING_PAGE_LABELS = {
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'stammdaten': _('1. Stammdaten'),
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'vertrag': _('2. Vertrag'),
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'itsetup': _('3. IT-Setup'),
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'abschluss': _('4. Abschluss'),
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}
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OFFBOARDING_PAGE_LABELS = {
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'mitarbeitende': _('1. Mitarbeitende'),
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'austritt': _('2. Austritt'),
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'abschluss': _('3. Abschluss'),
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}
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CORE_SECTION_LABELS = {
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'onboarding': ONBOARDING_PAGE_LABELS,
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'offboarding': OFFBOARDING_PAGE_LABELS,
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}
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LOCKED_FIELD_RULES = {
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'onboarding': {'full_name', 'work_email', 'contract_start', 'agreement_confirm'},
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'offboarding': {'full_name', 'work_email', 'last_working_day'},
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}
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LOCKED_SECTION_RULES = {
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'onboarding': {'stammdaten', 'vertrag', 'abschluss'},
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'offboarding': {'mitarbeitende', 'austritt'},
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}
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ONBOARDING_DEFAULT_PAGE = {
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'first_name': 'stammdaten',
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'last_name': 'stammdaten',
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'full_name': 'stammdaten',
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'gender': 'stammdaten',
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'job_title': 'stammdaten',
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'department': 'stammdaten',
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'work_email': 'stammdaten',
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'order_business_cards': 'stammdaten',
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'business_card_name': 'stammdaten',
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'business_card_title': 'stammdaten',
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'business_card_email': 'stammdaten',
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'business_card_phone': 'stammdaten',
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'contract_start': 'vertrag',
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'employment_type': 'vertrag',
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'employment_end_date': 'vertrag',
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'handover_date': 'vertrag',
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'group_mailboxes_required_choice': 'vertrag',
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'group_mailboxes': 'vertrag',
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'needed_devices_multi': 'itsetup',
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'additional_hardware_needed_choice': 'itsetup',
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'additional_hardware_multi': 'itsetup',
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'additional_hardware_other': 'itsetup',
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'needed_software_multi': 'itsetup',
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'additional_software_needed_choice': 'itsetup',
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'additional_software_multi': 'itsetup',
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'additional_software': 'itsetup',
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'needed_accesses_multi': 'itsetup',
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'additional_access_needed_choice': 'itsetup',
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'additional_access_text': 'itsetup',
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'needed_workspace_groups_multi': 'itsetup',
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'needed_resources_multi': 'itsetup',
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'successor_required_choice': 'itsetup',
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'successor_name': 'itsetup',
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'inherit_phone_number_choice': 'itsetup',
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'phone_number_choice': 'itsetup',
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'additional_notes': 'abschluss',
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'signature_url': 'abschluss',
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'signature_image': 'abschluss',
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'onboarded_by_email': 'abschluss',
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'agreement_confirm': 'abschluss',
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}
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OFFBOARDING_DEFAULT_PAGE = {
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'full_name': 'mitarbeitende',
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'work_email': 'mitarbeitende',
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'department': 'mitarbeitende',
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'job_title': 'mitarbeitende',
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'last_working_day': 'austritt',
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'notes': 'abschluss',
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}
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DEFAULT_CONDITIONAL_RULES = {
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'onboarding': {
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'business-card-box': {
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'clauses': [{'field': 'order_business_cards', 'operator': 'checked', 'value': True}],
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},
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'employment-end-box': {
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'clauses': [{'field': 'employment_type', 'operator': 'equals', 'value': 'befristet'}],
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},
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'group-mailboxes-box': {
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'clauses': [{'field': 'group_mailboxes_required_choice', 'operator': 'equals', 'value': 'ja'}],
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},
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'extra-hardware-box': {
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'clauses': [{'field': 'additional_hardware_needed_choice', 'operator': 'equals', 'value': 'ja'}],
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},
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'extra-software-box': {
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'clauses': [{'field': 'additional_software_needed_choice', 'operator': 'equals', 'value': 'ja'}],
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},
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'extra-access-box': {
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'clauses': [{'field': 'additional_access_needed_choice', 'operator': 'equals', 'value': 'ja'}],
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},
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'successor-box': {
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'clauses': [{'field': 'successor_required_choice', 'operator': 'equals', 'value': 'ja'}],
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},
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},
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}
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CUSTOM_FIELD_PREFIX = 'custom__'
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def get_section_order(form_type: str) -> list[str]:
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return [item['key'] for item in get_section_definitions(form_type)]
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def get_section_labels(form_type: str) -> dict[str, str]:
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return {item['key']: item['title'] for item in get_section_definitions(form_type)}
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def get_default_page_map(form_type: str) -> dict[str, str]:
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if form_type == 'onboarding':
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return ONBOARDING_DEFAULT_PAGE
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if form_type == 'offboarding':
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return OFFBOARDING_DEFAULT_PAGE
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return {}
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def get_custom_section_configs(form_type: str, include_inactive: bool = False) -> list[FormCustomSectionConfig]:
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qs = FormCustomSectionConfig.objects.filter(form_type=form_type)
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if not include_inactive:
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qs = qs.filter(is_active=True)
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return list(qs.order_by('sort_order', 'section_key'))
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def get_section_definitions(form_type: str, include_inactive_custom: bool = False) -> list[dict[str, object]]:
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definitions: list[dict[str, object]] = []
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section_configs = ensure_form_section_configs(form_type)
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for cfg in sorted(section_configs.values(), key=lambda item: (item.sort_order, item.section_key)):
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label_map = CORE_SECTION_LABELS.get(form_type, {})
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definitions.append(
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{
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'key': cfg.section_key,
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'title': label_map.get(cfg.section_key, cfg.section_key),
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'locked': cfg.section_key in LOCKED_SECTION_RULES.get(form_type, set()),
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'is_custom': False,
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'sort_order': cfg.sort_order,
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}
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)
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for cfg in get_custom_section_configs(form_type, include_inactive=include_inactive_custom):
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definitions.append(
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{
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'key': cfg.section_key,
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'title': cfg.translated_title(get_language()),
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'locked': False,
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'is_custom': True,
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'is_active': cfg.is_active,
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'sort_order': cfg.sort_order,
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}
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)
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definitions.sort(key=lambda item: (item.get('sort_order', 9999), item['key']))
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return definitions
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def get_default_conditional_rules(form_type: str) -> dict[str, dict]:
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return DEFAULT_CONDITIONAL_RULES.get(form_type, {})
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def custom_field_target_key(field_key: str) -> str:
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return f'custom__{field_key}'
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def is_custom_field_target_key(target_key: str) -> bool:
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return target_key.startswith(CUSTOM_FIELD_PREFIX)
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def custom_field_form_name(field_key: str) -> str:
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return f'{CUSTOM_FIELD_PREFIX}{field_key}'
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def is_custom_field_name(field_name: str) -> bool:
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return field_name.startswith(CUSTOM_FIELD_PREFIX)
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def custom_field_key_from_name(field_name: str) -> str:
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return field_name[len(CUSTOM_FIELD_PREFIX):] if is_custom_field_name(field_name) else field_name
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def build_custom_field_key(label: str) -> str:
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return slugify(label).replace('-', '_')[:60] or 'custom_field'
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def get_custom_field_configs(form_type: str, include_inactive: bool = False):
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qs = FormCustomFieldConfig.objects.filter(form_type=form_type)
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if not include_inactive:
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qs = qs.filter(is_active=True)
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return list(qs.order_by('sort_order', 'field_key'))
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def add_custom_form_fields(form_type: str, form, initial_values: dict | None = None) -> None:
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language_code = get_language()
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initial_values = initial_values or {}
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field_page_keys = getattr(form, '_field_page_keys', {})
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sort_map = {}
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for cfg in get_custom_field_configs(form_type):
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field_name = custom_field_form_name(cfg.field_key)
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initial = initial_values.get(cfg.field_key)
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if cfg.field_type == FormCustomFieldConfig.FIELD_TYPE_TEXTAREA:
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field = forms.CharField(
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label=cfg.translated_label(language_code),
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help_text=cfg.translated_help_text(language_code),
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required=cfg.is_required,
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initial=initial,
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widget=forms.Textarea(attrs={'rows': 3}),
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)
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elif cfg.field_type == FormCustomFieldConfig.FIELD_TYPE_SELECT:
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field = forms.ChoiceField(
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label=cfg.translated_label(language_code),
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help_text=cfg.translated_help_text(language_code),
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required=cfg.is_required,
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initial=initial or '',
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choices=[('', '--')] + cfg.translated_select_options(language_code),
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)
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elif cfg.field_type == FormCustomFieldConfig.FIELD_TYPE_CHECKBOX:
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field = forms.BooleanField(
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label=cfg.translated_label(language_code),
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help_text=cfg.translated_help_text(language_code),
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required=False,
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initial=bool(initial),
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)
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else:
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field = forms.CharField(
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label=cfg.translated_label(language_code),
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help_text=cfg.translated_help_text(language_code),
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required=cfg.is_required,
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initial=initial,
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)
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form.fields[field_name] = field
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field_page_keys[field_name] = cfg.section_key
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sort_map[field_name] = cfg.sort_order
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if form.fields:
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core_configs = ensure_form_field_configs(form_type, [name for name in form.fields.keys() if not is_custom_field_name(name)])
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for name in form.fields.keys():
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if is_custom_field_name(name):
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continue
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cfg = core_configs.get(name)
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if cfg:
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sort_map[name] = cfg.sort_order
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form.fields = OrderedDict(
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(name, form.fields[name])
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for name in sorted(form.fields.keys(), key=lambda name: (sort_map.get(name, 9999), name))
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)
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form._field_page_keys = field_page_keys
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def _default_sort(form_type: str, field_name: str) -> int:
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ordered = DEFAULT_FIELD_ORDER.get(form_type, [])
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if field_name in ordered:
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return ordered.index(field_name)
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return len(ordered) + 500
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def _ensure_configs(form_type: str, field_names: list[str]) -> dict[str, FormFieldConfig]:
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existing = {
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cfg.field_name: cfg
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for cfg in FormFieldConfig.objects.filter(form_type=form_type, field_name__in=field_names)
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}
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missing_names = [name for name in field_names if name not in existing]
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if missing_names:
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FormFieldConfig.objects.bulk_create(
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[
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FormFieldConfig(
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form_type=form_type,
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field_name=name,
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sort_order=_default_sort(form_type, name),
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page_key=get_default_page_map(form_type).get(name, ''),
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)
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for name in missing_names
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],
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ignore_conflicts=True,
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)
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existing = {
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cfg.field_name: cfg
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for cfg in FormFieldConfig.objects.filter(form_type=form_type, field_name__in=field_names)
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}
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return existing
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def ensure_form_field_configs(form_type: str, field_names: list[str]) -> dict[str, FormFieldConfig]:
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return _ensure_configs(form_type, field_names)
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def ensure_form_section_configs(form_type: str) -> dict[str, FormSectionConfig]:
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section_order = list(CORE_SECTION_LABELS.get(form_type, {}).keys())
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if not section_order:
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return {}
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existing = {
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cfg.section_key: cfg
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for cfg in FormSectionConfig.objects.filter(form_type=form_type)
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}
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missing = [key for key in section_order if key not in existing]
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if missing:
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FormSectionConfig.objects.bulk_create(
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[
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FormSectionConfig(
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form_type=form_type,
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section_key=key,
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sort_order=section_order.index(key),
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is_visible=True,
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)
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for key in missing
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],
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ignore_conflicts=True,
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)
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existing = {
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cfg.section_key: cfg
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for cfg in FormSectionConfig.objects.filter(form_type=form_type)
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}
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return existing
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def ensure_form_conditional_rule_configs(form_type: str) -> dict[str, FormConditionalRuleConfig]:
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defaults = get_default_conditional_rules(form_type)
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if form_type != 'onboarding' and not defaults:
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return {}
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custom_targets = {
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custom_field_target_key(cfg.field_key): {'clauses': []}
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for cfg in get_custom_field_configs(form_type)
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if form_type == 'onboarding'
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}
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target_defaults = dict(defaults)
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target_defaults.update(custom_targets)
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existing = {
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cfg.target_key: cfg
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for cfg in FormConditionalRuleConfig.objects.filter(form_type=form_type)
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}
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missing = [key for key in target_defaults.keys() if key not in existing]
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if missing:
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FormConditionalRuleConfig.objects.bulk_create(
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[
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FormConditionalRuleConfig(
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form_type=form_type,
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target_key=key,
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clauses=target_defaults[key].get('clauses', []),
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is_active=bool(target_defaults[key].get('clauses')),
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)
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for key in missing
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],
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ignore_conflicts=True,
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)
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existing = {
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cfg.target_key: cfg
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for cfg in FormConditionalRuleConfig.objects.filter(form_type=form_type)
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}
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return existing
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def evaluate_conditional_clauses(cleaned_data: dict, clauses: list[dict]) -> bool:
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def clause_result(clause: dict) -> bool:
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field_name = (clause.get('field') or '').strip()
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operator = (clause.get('operator') or '').strip()
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if not field_name or not operator:
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return False
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value = cleaned_data.get(field_name)
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if operator == 'checked':
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return bool(value) is bool(clause.get('value'))
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normalized = '' if value is None else str(value).strip()
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expected = '' if clause.get('value') is None else str(clause.get('value')).strip()
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if operator == 'equals':
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return normalized == expected
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if operator == 'not_equals':
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return normalized != expected
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return False
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active_clauses = [clause for clause in (clauses or []) if clause.get('field') and clause.get('operator')]
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return bool(active_clauses) and all(clause_result(clause) for clause in active_clauses)
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def hidden_custom_field_names(form_type: str, cleaned_data: dict) -> set[str]:
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if form_type != 'onboarding':
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return set()
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hidden = set()
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for target_key, cfg in ensure_form_conditional_rule_configs(form_type).items():
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if not cfg.is_active or not is_custom_field_target_key(target_key):
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continue
|
||||
if not evaluate_conditional_clauses(cleaned_data, list(cfg.clauses or [])):
|
||||
hidden.add(target_key)
|
||||
return hidden
|
||||
|
||||
|
||||
def apply_form_field_config(form_type: str, form) -> None:
|
||||
field_names = list(form.fields.keys())
|
||||
configs = _ensure_configs(form_type, field_names)
|
||||
section_configs = ensure_form_section_configs(form_type)
|
||||
locked = LOCKED_FIELD_RULES.get(form_type, set())
|
||||
locked_sections = LOCKED_SECTION_RULES.get(form_type, set())
|
||||
default_page_map = get_default_page_map(form_type)
|
||||
language_code = get_language()
|
||||
|
||||
for field_name, field in list(form.fields.items()):
|
||||
cfg = configs.get(field_name)
|
||||
if not cfg:
|
||||
continue
|
||||
|
||||
translated_label = cfg.translated_label_override(language_code)
|
||||
if translated_label:
|
||||
field.label = translated_label
|
||||
|
||||
translated_help_text = cfg.translated_help_text_override(language_code)
|
||||
if translated_help_text:
|
||||
field.help_text = translated_help_text
|
||||
|
||||
if field_name not in locked and cfg.is_required is not None:
|
||||
field.required = cfg.is_required
|
||||
|
||||
section_key = cfg.page_key or default_page_map.get(field_name, '')
|
||||
section_hidden = (
|
||||
form_type in {'onboarding', 'offboarding'}
|
||||
and section_key not in locked_sections
|
||||
and section_key in section_configs
|
||||
and not section_configs[section_key].is_visible
|
||||
)
|
||||
if field_name not in locked and (not cfg.is_visible or section_hidden):
|
||||
form.fields.pop(field_name, None)
|
||||
|
||||
ordered_items = sorted(
|
||||
form.fields.items(),
|
||||
key=lambda item: (
|
||||
configs[item[0]].sort_order if item[0] in configs else _default_sort(form_type, item[0]),
|
||||
item[0],
|
||||
),
|
||||
)
|
||||
form.fields = OrderedDict(ordered_items)
|
||||
if form_type in {'onboarding', 'offboarding'}:
|
||||
form._field_page_keys = {
|
||||
name: (configs[name].page_key or default_page_map.get(name, ''))
|
||||
for name in form.fields.keys()
|
||||
if name in configs
|
||||
}
|
||||
|
||||
|
||||
FORM_PRESETS = {
|
||||
'onboarding': {
|
||||
'standard': {
|
||||
'label': _('Standard'),
|
||||
'sections': {
|
||||
'stammdaten': True,
|
||||
'vertrag': True,
|
||||
'itsetup': True,
|
||||
'abschluss': True,
|
||||
},
|
||||
'fields': {},
|
||||
},
|
||||
'lean': {
|
||||
'label': _('Lean'),
|
||||
'sections': {
|
||||
'stammdaten': True,
|
||||
'vertrag': True,
|
||||
'itsetup': False,
|
||||
'abschluss': True,
|
||||
},
|
||||
'fields': {
|
||||
'gender': {'is_visible': False},
|
||||
'order_business_cards': {'is_visible': False},
|
||||
'business_card_name': {'is_visible': False},
|
||||
'business_card_title': {'is_visible': False},
|
||||
'business_card_email': {'is_visible': False},
|
||||
'business_card_phone': {'is_visible': False},
|
||||
'employment_end_date': {'is_visible': False},
|
||||
'group_mailboxes_required_choice': {'is_visible': False},
|
||||
'group_mailboxes': {'is_visible': False},
|
||||
'additional_notes': {'is_required': False},
|
||||
},
|
||||
},
|
||||
'it_heavy': {
|
||||
'label': _('IT-heavy'),
|
||||
'sections': {
|
||||
'stammdaten': True,
|
||||
'vertrag': True,
|
||||
'itsetup': True,
|
||||
'abschluss': True,
|
||||
},
|
||||
'fields': {
|
||||
'needed_devices_multi': {'is_required': True},
|
||||
'needed_software_multi': {'is_required': True},
|
||||
'needed_accesses_multi': {'is_required': True},
|
||||
'needed_workspace_groups_multi': {'is_required': True},
|
||||
'needed_resources_multi': {'is_required': True},
|
||||
'additional_hardware_needed_choice': {'is_visible': True},
|
||||
'additional_software_needed_choice': {'is_visible': True},
|
||||
'additional_access_needed_choice': {'is_visible': True},
|
||||
'successor_required_choice': {'is_visible': True},
|
||||
},
|
||||
},
|
||||
},
|
||||
'offboarding': {
|
||||
'standard': {
|
||||
'label': _('Standard'),
|
||||
'sections': {
|
||||
'mitarbeitende': True,
|
||||
'austritt': True,
|
||||
'abschluss': True,
|
||||
},
|
||||
'fields': {},
|
||||
},
|
||||
'lean': {
|
||||
'label': _('Lean'),
|
||||
'sections': {
|
||||
'mitarbeitende': True,
|
||||
'austritt': True,
|
||||
'abschluss': False,
|
||||
},
|
||||
'fields': {
|
||||
'department': {'is_visible': False},
|
||||
'job_title': {'is_visible': False},
|
||||
'notes': {'is_visible': False},
|
||||
},
|
||||
},
|
||||
'hr_heavy': {
|
||||
'label': _('HR-heavy'),
|
||||
'sections': {
|
||||
'mitarbeitende': True,
|
||||
'austritt': True,
|
||||
'abschluss': True,
|
||||
},
|
||||
'fields': {
|
||||
'department': {'is_visible': True, 'is_required': True},
|
||||
'job_title': {'is_visible': True, 'is_required': True},
|
||||
'notes': {'is_visible': True, 'is_required': True},
|
||||
},
|
||||
},
|
||||
},
|
||||
}
|
||||
|
||||
|
||||
def apply_form_preset(form_type: str, preset_key: str) -> bool:
|
||||
preset = FORM_PRESETS.get(form_type, {}).get(preset_key)
|
||||
if not preset:
|
||||
return False
|
||||
|
||||
locked_fields = LOCKED_FIELD_RULES.get(form_type, set())
|
||||
locked_sections = LOCKED_SECTION_RULES.get(form_type, set())
|
||||
default_names = list(DEFAULT_FIELD_ORDER.get(form_type, []))
|
||||
ensure_form_field_configs(form_type, default_names)
|
||||
section_configs = ensure_form_section_configs(form_type)
|
||||
|
||||
for section_key, is_visible in preset.get('sections', {}).items():
|
||||
cfg = section_configs.get(section_key)
|
||||
if not cfg or section_key in locked_sections:
|
||||
continue
|
||||
cfg.is_visible = bool(is_visible)
|
||||
cfg.save(update_fields=['is_visible'])
|
||||
|
||||
for cfg in FormFieldConfig.objects.filter(form_type=form_type):
|
||||
if cfg.field_name in locked_fields:
|
||||
cfg.is_visible = True
|
||||
cfg.is_required = None
|
||||
else:
|
||||
cfg.is_visible = True
|
||||
cfg.is_required = None
|
||||
override = preset.get('fields', {}).get(cfg.field_name, {})
|
||||
if 'is_visible' in override:
|
||||
cfg.is_visible = bool(override['is_visible'])
|
||||
if 'is_required' in override:
|
||||
cfg.is_required = override['is_required']
|
||||
cfg.save(update_fields=['is_visible', 'is_required'])
|
||||
|
||||
return True
|
||||
from .form_builder_config import *
|
||||
from .form_builder_runtime import *
|
||||
|
||||
117
backend/workflows/form_builder_config.py
Normal file
117
backend/workflows/form_builder_config.py
Normal file
@@ -0,0 +1,117 @@
|
||||
from django.utils.translation import gettext_lazy as _
|
||||
|
||||
DEFAULT_FIELD_ORDER = {
|
||||
'onboarding': [
|
||||
'first_name', 'last_name', 'full_name', 'gender', 'job_title', 'department', 'work_email',
|
||||
'order_business_cards', 'business_card_name', 'business_card_title', 'business_card_email', 'business_card_phone',
|
||||
'contract_start', 'employment_type', 'employment_end_date', 'handover_date',
|
||||
'group_mailboxes_required_choice', 'group_mailboxes', 'needed_devices_multi',
|
||||
'additional_hardware_needed_choice', 'additional_hardware_multi', 'additional_hardware_other',
|
||||
'needed_software_multi', 'additional_software_needed_choice', 'additional_software_multi', 'additional_software',
|
||||
'needed_accesses_multi', 'additional_access_needed_choice', 'additional_access_text',
|
||||
'needed_workspace_groups_multi', 'needed_resources_multi', 'successor_required_choice', 'successor_name',
|
||||
'inherit_phone_number_choice', 'phone_number_choice', 'additional_notes', 'signature_url', 'signature_image',
|
||||
'onboarded_by_email', 'agreement_confirm',
|
||||
],
|
||||
'offboarding': ['full_name', 'work_email', 'department', 'job_title', 'last_working_day', 'notes'],
|
||||
}
|
||||
|
||||
ONBOARDING_PAGE_ORDER = ['stammdaten', 'vertrag', 'itsetup', 'abschluss']
|
||||
OFFBOARDING_PAGE_ORDER = ['mitarbeitende', 'austritt', 'abschluss']
|
||||
ONBOARDING_PAGE_LABELS = {
|
||||
'stammdaten': _('1. Stammdaten'),
|
||||
'vertrag': _('2. Vertrag'),
|
||||
'itsetup': _('3. IT-Setup'),
|
||||
'abschluss': _('4. Abschluss'),
|
||||
}
|
||||
OFFBOARDING_PAGE_LABELS = {
|
||||
'mitarbeitende': _('1. Mitarbeitende'),
|
||||
'austritt': _('2. Austritt'),
|
||||
'abschluss': _('3. Abschluss'),
|
||||
}
|
||||
CORE_SECTION_LABELS = {'onboarding': ONBOARDING_PAGE_LABELS, 'offboarding': OFFBOARDING_PAGE_LABELS}
|
||||
|
||||
LOCKED_FIELD_RULES = {
|
||||
'onboarding': {'full_name', 'work_email', 'contract_start', 'agreement_confirm'},
|
||||
'offboarding': {'full_name', 'work_email', 'last_working_day'},
|
||||
}
|
||||
|
||||
LOCKED_SECTION_RULES = {
|
||||
'onboarding': {'stammdaten', 'vertrag', 'abschluss'},
|
||||
'offboarding': {'mitarbeitende', 'austritt'},
|
||||
}
|
||||
|
||||
ONBOARDING_DEFAULT_PAGE = {
|
||||
'first_name': 'stammdaten', 'last_name': 'stammdaten', 'full_name': 'stammdaten', 'gender': 'stammdaten',
|
||||
'job_title': 'stammdaten', 'department': 'stammdaten', 'work_email': 'stammdaten', 'order_business_cards': 'stammdaten',
|
||||
'business_card_name': 'stammdaten', 'business_card_title': 'stammdaten', 'business_card_email': 'stammdaten', 'business_card_phone': 'stammdaten',
|
||||
'contract_start': 'vertrag', 'employment_type': 'vertrag', 'employment_end_date': 'vertrag', 'handover_date': 'vertrag',
|
||||
'group_mailboxes_required_choice': 'vertrag', 'group_mailboxes': 'vertrag', 'needed_devices_multi': 'itsetup',
|
||||
'additional_hardware_needed_choice': 'itsetup', 'additional_hardware_multi': 'itsetup', 'additional_hardware_other': 'itsetup',
|
||||
'needed_software_multi': 'itsetup', 'additional_software_needed_choice': 'itsetup', 'additional_software_multi': 'itsetup', 'additional_software': 'itsetup',
|
||||
'needed_accesses_multi': 'itsetup', 'additional_access_needed_choice': 'itsetup', 'additional_access_text': 'itsetup',
|
||||
'needed_workspace_groups_multi': 'itsetup', 'needed_resources_multi': 'itsetup', 'successor_required_choice': 'itsetup',
|
||||
'successor_name': 'itsetup', 'inherit_phone_number_choice': 'itsetup', 'phone_number_choice': 'itsetup',
|
||||
'additional_notes': 'abschluss', 'signature_url': 'abschluss', 'signature_image': 'abschluss', 'onboarded_by_email': 'abschluss', 'agreement_confirm': 'abschluss',
|
||||
}
|
||||
OFFBOARDING_DEFAULT_PAGE = {
|
||||
'full_name': 'mitarbeitende', 'work_email': 'mitarbeitende', 'department': 'mitarbeitende', 'job_title': 'mitarbeitende',
|
||||
'last_working_day': 'austritt', 'notes': 'abschluss',
|
||||
}
|
||||
|
||||
DEFAULT_CONDITIONAL_RULES = {
|
||||
'onboarding': {
|
||||
'business-card-box': {'clauses': [{'field': 'order_business_cards', 'operator': 'checked', 'value': True}]},
|
||||
'employment-end-box': {'clauses': [{'field': 'employment_type', 'operator': 'equals', 'value': 'befristet'}]},
|
||||
'group-mailboxes-box': {'clauses': [{'field': 'group_mailboxes_required_choice', 'operator': 'equals', 'value': 'ja'}]},
|
||||
'extra-hardware-box': {'clauses': [{'field': 'additional_hardware_needed_choice', 'operator': 'equals', 'value': 'ja'}]},
|
||||
'extra-software-box': {'clauses': [{'field': 'additional_software_needed_choice', 'operator': 'equals', 'value': 'ja'}]},
|
||||
'extra-access-box': {'clauses': [{'field': 'additional_access_needed_choice', 'operator': 'equals', 'value': 'ja'}]},
|
||||
'successor-box': {'clauses': [{'field': 'successor_required_choice', 'operator': 'equals', 'value': 'ja'}]},
|
||||
},
|
||||
}
|
||||
|
||||
FORM_PRESETS = {
|
||||
'onboarding': {
|
||||
'standard': {'label': _('Standard'), 'sections': {'stammdaten': True, 'vertrag': True, 'itsetup': True, 'abschluss': True}, 'fields': {}},
|
||||
'lean': {
|
||||
'label': _('Lean'),
|
||||
'sections': {'stammdaten': True, 'vertrag': True, 'itsetup': False, 'abschluss': True},
|
||||
'fields': {
|
||||
'gender': {'is_visible': False}, 'order_business_cards': {'is_visible': False}, 'business_card_name': {'is_visible': False},
|
||||
'business_card_title': {'is_visible': False}, 'business_card_email': {'is_visible': False}, 'business_card_phone': {'is_visible': False},
|
||||
'employment_end_date': {'is_visible': False}, 'group_mailboxes_required_choice': {'is_visible': False}, 'group_mailboxes': {'is_visible': False},
|
||||
'additional_notes': {'is_required': False},
|
||||
},
|
||||
},
|
||||
'it_heavy': {
|
||||
'label': _('IT-heavy'),
|
||||
'sections': {'stammdaten': True, 'vertrag': True, 'itsetup': True, 'abschluss': True},
|
||||
'fields': {
|
||||
'needed_devices_multi': {'is_required': True}, 'needed_software_multi': {'is_required': True}, 'needed_accesses_multi': {'is_required': True},
|
||||
'needed_workspace_groups_multi': {'is_required': True}, 'needed_resources_multi': {'is_required': True},
|
||||
'additional_hardware_needed_choice': {'is_visible': True}, 'additional_software_needed_choice': {'is_visible': True},
|
||||
'additional_access_needed_choice': {'is_visible': True}, 'successor_required_choice': {'is_visible': True},
|
||||
},
|
||||
},
|
||||
},
|
||||
'offboarding': {
|
||||
'standard': {'label': _('Standard'), 'sections': {'mitarbeitende': True, 'austritt': True, 'abschluss': True}, 'fields': {}},
|
||||
'lean': {
|
||||
'label': _('Lean'),
|
||||
'sections': {'mitarbeitende': True, 'austritt': True, 'abschluss': False},
|
||||
'fields': {'department': {'is_visible': False}, 'job_title': {'is_visible': False}, 'notes': {'is_visible': False}},
|
||||
},
|
||||
'hr_heavy': {
|
||||
'label': _('HR-heavy'),
|
||||
'sections': {'mitarbeitende': True, 'austritt': True, 'abschluss': True},
|
||||
'fields': {
|
||||
'department': {'is_visible': True, 'is_required': True},
|
||||
'job_title': {'is_visible': True, 'is_required': True},
|
||||
'notes': {'is_visible': True, 'is_required': True},
|
||||
},
|
||||
},
|
||||
},
|
||||
}
|
||||
|
||||
CUSTOM_FIELD_PREFIX = 'custom__'
|
||||
382
backend/workflows/form_builder_runtime.py
Normal file
382
backend/workflows/form_builder_runtime.py
Normal file
@@ -0,0 +1,382 @@
|
||||
from collections import OrderedDict
|
||||
from django import forms
|
||||
from django.utils.text import slugify
|
||||
from django.utils.translation import get_language
|
||||
|
||||
from .model_forms import FormConditionalRuleConfig, FormCustomFieldConfig, FormCustomSectionConfig, FormFieldConfig, FormSectionConfig
|
||||
from .form_builder_config import (
|
||||
CORE_SECTION_LABELS,
|
||||
CUSTOM_FIELD_PREFIX,
|
||||
DEFAULT_CONDITIONAL_RULES,
|
||||
DEFAULT_FIELD_ORDER,
|
||||
FORM_PRESETS,
|
||||
LOCKED_FIELD_RULES,
|
||||
LOCKED_SECTION_RULES,
|
||||
OFFBOARDING_DEFAULT_PAGE,
|
||||
ONBOARDING_DEFAULT_PAGE,
|
||||
)
|
||||
|
||||
|
||||
def get_section_order(form_type: str) -> list[str]:
|
||||
return [item['key'] for item in get_section_definitions(form_type)]
|
||||
|
||||
|
||||
def get_section_labels(form_type: str) -> dict[str, str]:
|
||||
return {item['key']: item['title'] for item in get_section_definitions(form_type)}
|
||||
|
||||
|
||||
def get_default_page_map(form_type: str) -> dict[str, str]:
|
||||
if form_type == 'onboarding':
|
||||
return ONBOARDING_DEFAULT_PAGE
|
||||
if form_type == 'offboarding':
|
||||
return OFFBOARDING_DEFAULT_PAGE
|
||||
return {}
|
||||
|
||||
|
||||
def get_custom_section_configs(form_type: str, include_inactive: bool = False) -> list[FormCustomSectionConfig]:
|
||||
qs = FormCustomSectionConfig.objects.filter(form_type=form_type)
|
||||
if not include_inactive:
|
||||
qs = qs.filter(is_active=True)
|
||||
return list(qs.order_by('sort_order', 'section_key'))
|
||||
|
||||
|
||||
def get_section_definitions(form_type: str, include_inactive_custom: bool = False) -> list[dict[str, object]]:
|
||||
definitions: list[dict[str, object]] = []
|
||||
section_configs = ensure_form_section_configs(form_type)
|
||||
for cfg in sorted(section_configs.values(), key=lambda item: (item.sort_order, item.section_key)):
|
||||
label_map = CORE_SECTION_LABELS.get(form_type, {})
|
||||
definitions.append(
|
||||
{
|
||||
'key': cfg.section_key,
|
||||
'title': label_map.get(cfg.section_key, cfg.section_key),
|
||||
'locked': cfg.section_key in LOCKED_SECTION_RULES.get(form_type, set()),
|
||||
'is_custom': False,
|
||||
'sort_order': cfg.sort_order,
|
||||
}
|
||||
)
|
||||
for cfg in get_custom_section_configs(form_type, include_inactive=include_inactive_custom):
|
||||
definitions.append(
|
||||
{
|
||||
'key': cfg.section_key,
|
||||
'title': cfg.translated_title(get_language()),
|
||||
'locked': False,
|
||||
'is_custom': True,
|
||||
'is_active': cfg.is_active,
|
||||
'sort_order': cfg.sort_order,
|
||||
}
|
||||
)
|
||||
definitions.sort(key=lambda item: (item.get('sort_order', 9999), item['key']))
|
||||
return definitions
|
||||
|
||||
|
||||
def get_default_conditional_rules(form_type: str) -> dict[str, dict]:
|
||||
return DEFAULT_CONDITIONAL_RULES.get(form_type, {})
|
||||
|
||||
|
||||
def custom_field_target_key(field_key: str) -> str:
|
||||
return f'custom__{field_key}'
|
||||
|
||||
|
||||
def is_custom_field_target_key(target_key: str) -> bool:
|
||||
return target_key.startswith(CUSTOM_FIELD_PREFIX)
|
||||
|
||||
|
||||
def custom_field_form_name(field_key: str) -> str:
|
||||
return f'{CUSTOM_FIELD_PREFIX}{field_key}'
|
||||
|
||||
|
||||
def is_custom_field_name(field_name: str) -> bool:
|
||||
return field_name.startswith(CUSTOM_FIELD_PREFIX)
|
||||
|
||||
|
||||
def custom_field_key_from_name(field_name: str) -> str:
|
||||
return field_name[len(CUSTOM_FIELD_PREFIX):] if is_custom_field_name(field_name) else field_name
|
||||
|
||||
|
||||
def build_custom_field_key(label: str) -> str:
|
||||
return slugify(label).replace('-', '_')[:60] or 'custom_field'
|
||||
|
||||
|
||||
def get_custom_field_configs(form_type: str, include_inactive: bool = False):
|
||||
qs = FormCustomFieldConfig.objects.filter(form_type=form_type)
|
||||
if not include_inactive:
|
||||
qs = qs.filter(is_active=True)
|
||||
return list(qs.order_by('sort_order', 'field_key'))
|
||||
|
||||
|
||||
def add_custom_form_fields(form_type: str, form, initial_values: dict | None = None) -> None:
|
||||
language_code = get_language()
|
||||
initial_values = initial_values or {}
|
||||
field_page_keys = getattr(form, '_field_page_keys', {})
|
||||
sort_map = {}
|
||||
for cfg in get_custom_field_configs(form_type):
|
||||
field_name = custom_field_form_name(cfg.field_key)
|
||||
initial = initial_values.get(cfg.field_key)
|
||||
if cfg.field_type == FormCustomFieldConfig.FIELD_TYPE_TEXTAREA:
|
||||
field = forms.CharField(
|
||||
label=cfg.translated_label(language_code),
|
||||
help_text=cfg.translated_help_text(language_code),
|
||||
required=cfg.is_required,
|
||||
initial=initial,
|
||||
widget=forms.Textarea(attrs={'rows': 3}),
|
||||
)
|
||||
elif cfg.field_type == FormCustomFieldConfig.FIELD_TYPE_SELECT:
|
||||
field = forms.ChoiceField(
|
||||
label=cfg.translated_label(language_code),
|
||||
help_text=cfg.translated_help_text(language_code),
|
||||
required=cfg.is_required,
|
||||
initial=initial or '',
|
||||
choices=[('', '--')] + cfg.translated_select_options(language_code),
|
||||
)
|
||||
elif cfg.field_type == FormCustomFieldConfig.FIELD_TYPE_CHECKBOX:
|
||||
field = forms.BooleanField(
|
||||
label=cfg.translated_label(language_code),
|
||||
help_text=cfg.translated_help_text(language_code),
|
||||
required=False,
|
||||
initial=bool(initial),
|
||||
)
|
||||
else:
|
||||
field = forms.CharField(
|
||||
label=cfg.translated_label(language_code),
|
||||
help_text=cfg.translated_help_text(language_code),
|
||||
required=cfg.is_required,
|
||||
initial=initial,
|
||||
)
|
||||
form.fields[field_name] = field
|
||||
field_page_keys[field_name] = cfg.section_key
|
||||
sort_map[field_name] = cfg.sort_order
|
||||
|
||||
if form.fields:
|
||||
core_configs = ensure_form_field_configs(form_type, [name for name in form.fields.keys() if not is_custom_field_name(name)])
|
||||
for name in form.fields.keys():
|
||||
if is_custom_field_name(name):
|
||||
continue
|
||||
cfg = core_configs.get(name)
|
||||
if cfg:
|
||||
sort_map[name] = cfg.sort_order
|
||||
form.fields = OrderedDict(
|
||||
(name, form.fields[name])
|
||||
for name in sorted(form.fields.keys(), key=lambda name: (sort_map.get(name, 9999), name))
|
||||
)
|
||||
form._field_page_keys = field_page_keys
|
||||
|
||||
|
||||
def _default_sort(form_type: str, field_name: str) -> int:
|
||||
ordered = DEFAULT_FIELD_ORDER.get(form_type, [])
|
||||
if field_name in ordered:
|
||||
return ordered.index(field_name)
|
||||
return len(ordered) + 500
|
||||
|
||||
|
||||
def _ensure_configs(form_type: str, field_names: list[str]) -> dict[str, FormFieldConfig]:
|
||||
existing = {
|
||||
cfg.field_name: cfg
|
||||
for cfg in FormFieldConfig.objects.filter(form_type=form_type, field_name__in=field_names)
|
||||
}
|
||||
missing_names = [name for name in field_names if name not in existing]
|
||||
if missing_names:
|
||||
FormFieldConfig.objects.bulk_create(
|
||||
[
|
||||
FormFieldConfig(
|
||||
form_type=form_type,
|
||||
field_name=name,
|
||||
sort_order=_default_sort(form_type, name),
|
||||
page_key=get_default_page_map(form_type).get(name, ''),
|
||||
)
|
||||
for name in missing_names
|
||||
],
|
||||
ignore_conflicts=True,
|
||||
)
|
||||
existing = {
|
||||
cfg.field_name: cfg
|
||||
for cfg in FormFieldConfig.objects.filter(form_type=form_type, field_name__in=field_names)
|
||||
}
|
||||
return existing
|
||||
|
||||
|
||||
def ensure_form_field_configs(form_type: str, field_names: list[str]) -> dict[str, FormFieldConfig]:
|
||||
return _ensure_configs(form_type, field_names)
|
||||
|
||||
|
||||
def ensure_form_section_configs(form_type: str) -> dict[str, FormSectionConfig]:
|
||||
section_order = list(CORE_SECTION_LABELS.get(form_type, {}).keys())
|
||||
if not section_order:
|
||||
return {}
|
||||
existing = {
|
||||
cfg.section_key: cfg
|
||||
for cfg in FormSectionConfig.objects.filter(form_type=form_type)
|
||||
}
|
||||
missing = [key for key in section_order if key not in existing]
|
||||
if missing:
|
||||
FormSectionConfig.objects.bulk_create(
|
||||
[
|
||||
FormSectionConfig(
|
||||
form_type=form_type,
|
||||
section_key=key,
|
||||
sort_order=section_order.index(key),
|
||||
is_visible=True,
|
||||
)
|
||||
for key in missing
|
||||
],
|
||||
ignore_conflicts=True,
|
||||
)
|
||||
existing = {
|
||||
cfg.section_key: cfg
|
||||
for cfg in FormSectionConfig.objects.filter(form_type=form_type)
|
||||
}
|
||||
return existing
|
||||
|
||||
|
||||
def ensure_form_conditional_rule_configs(form_type: str) -> dict[str, FormConditionalRuleConfig]:
|
||||
defaults = get_default_conditional_rules(form_type)
|
||||
if form_type != 'onboarding' and not defaults:
|
||||
return {}
|
||||
custom_targets = {
|
||||
custom_field_target_key(cfg.field_key): {'clauses': []}
|
||||
for cfg in get_custom_field_configs(form_type)
|
||||
if form_type == 'onboarding'
|
||||
}
|
||||
target_defaults = dict(defaults)
|
||||
target_defaults.update(custom_targets)
|
||||
existing = {
|
||||
cfg.target_key: cfg
|
||||
for cfg in FormConditionalRuleConfig.objects.filter(form_type=form_type)
|
||||
}
|
||||
missing = [key for key in target_defaults.keys() if key not in existing]
|
||||
if missing:
|
||||
FormConditionalRuleConfig.objects.bulk_create(
|
||||
[
|
||||
FormConditionalRuleConfig(
|
||||
form_type=form_type,
|
||||
target_key=key,
|
||||
clauses=target_defaults[key].get('clauses', []),
|
||||
is_active=bool(target_defaults[key].get('clauses')),
|
||||
)
|
||||
for key in missing
|
||||
],
|
||||
ignore_conflicts=True,
|
||||
)
|
||||
existing = {
|
||||
cfg.target_key: cfg
|
||||
for cfg in FormConditionalRuleConfig.objects.filter(form_type=form_type)
|
||||
}
|
||||
return existing
|
||||
|
||||
|
||||
def evaluate_conditional_clauses(cleaned_data: dict, clauses: list[dict]) -> bool:
|
||||
def clause_result(clause: dict) -> bool:
|
||||
field_name = (clause.get('field') or '').strip()
|
||||
operator = (clause.get('operator') or '').strip()
|
||||
if not field_name or not operator:
|
||||
return False
|
||||
value = cleaned_data.get(field_name)
|
||||
if operator == 'checked':
|
||||
return bool(value) is bool(clause.get('value'))
|
||||
normalized = '' if value is None else str(value).strip()
|
||||
expected = '' if clause.get('value') is None else str(clause.get('value')).strip()
|
||||
if operator == 'equals':
|
||||
return normalized == expected
|
||||
if operator == 'not_equals':
|
||||
return normalized != expected
|
||||
return False
|
||||
|
||||
active_clauses = [clause for clause in (clauses or []) if clause.get('field') and clause.get('operator')]
|
||||
return bool(active_clauses) and all(clause_result(clause) for clause in active_clauses)
|
||||
|
||||
|
||||
def hidden_custom_field_names(form_type: str, cleaned_data: dict) -> set[str]:
|
||||
if form_type != 'onboarding':
|
||||
return set()
|
||||
hidden = set()
|
||||
for target_key, cfg in ensure_form_conditional_rule_configs(form_type).items():
|
||||
if not cfg.is_active or not is_custom_field_target_key(target_key):
|
||||
continue
|
||||
if not evaluate_conditional_clauses(cleaned_data, list(cfg.clauses or [])):
|
||||
hidden.add(target_key)
|
||||
return hidden
|
||||
|
||||
|
||||
def apply_form_field_config(form_type: str, form) -> None:
|
||||
field_names = list(form.fields.keys())
|
||||
configs = _ensure_configs(form_type, field_names)
|
||||
section_configs = ensure_form_section_configs(form_type)
|
||||
locked = LOCKED_FIELD_RULES.get(form_type, set())
|
||||
locked_sections = LOCKED_SECTION_RULES.get(form_type, set())
|
||||
default_page_map = get_default_page_map(form_type)
|
||||
language_code = get_language()
|
||||
|
||||
for field_name, field in list(form.fields.items()):
|
||||
cfg = configs.get(field_name)
|
||||
if not cfg:
|
||||
continue
|
||||
|
||||
translated_label = cfg.translated_label_override(language_code)
|
||||
if translated_label:
|
||||
field.label = translated_label
|
||||
|
||||
translated_help_text = cfg.translated_help_text_override(language_code)
|
||||
if translated_help_text:
|
||||
field.help_text = translated_help_text
|
||||
|
||||
if field_name not in locked and cfg.is_required is not None:
|
||||
field.required = cfg.is_required
|
||||
|
||||
section_key = cfg.page_key or default_page_map.get(field_name, '')
|
||||
section_hidden = (
|
||||
form_type in {'onboarding', 'offboarding'}
|
||||
and section_key not in locked_sections
|
||||
and section_key in section_configs
|
||||
and not section_configs[section_key].is_visible
|
||||
)
|
||||
if field_name not in locked and (not cfg.is_visible or section_hidden):
|
||||
form.fields.pop(field_name, None)
|
||||
|
||||
ordered_items = sorted(
|
||||
form.fields.items(),
|
||||
key=lambda item: (
|
||||
configs[item[0]].sort_order if item[0] in configs else _default_sort(form_type, item[0]),
|
||||
item[0],
|
||||
),
|
||||
)
|
||||
form.fields = OrderedDict(ordered_items)
|
||||
if form_type in {'onboarding', 'offboarding'}:
|
||||
form._field_page_keys = {
|
||||
name: (configs[name].page_key or default_page_map.get(name, ''))
|
||||
for name in form.fields.keys()
|
||||
if name in configs
|
||||
}
|
||||
|
||||
|
||||
def apply_form_preset(form_type: str, preset_key: str) -> bool:
|
||||
preset = FORM_PRESETS.get(form_type, {}).get(preset_key)
|
||||
if not preset:
|
||||
return False
|
||||
|
||||
locked_fields = LOCKED_FIELD_RULES.get(form_type, set())
|
||||
locked_sections = LOCKED_SECTION_RULES.get(form_type, set())
|
||||
default_names = list(DEFAULT_FIELD_ORDER.get(form_type, []))
|
||||
ensure_form_field_configs(form_type, default_names)
|
||||
section_configs = ensure_form_section_configs(form_type)
|
||||
|
||||
for section_key, is_visible in preset.get('sections', {}).items():
|
||||
cfg = section_configs.get(section_key)
|
||||
if not cfg or section_key in locked_sections:
|
||||
continue
|
||||
cfg.is_visible = bool(is_visible)
|
||||
cfg.save(update_fields=['is_visible'])
|
||||
|
||||
for cfg in FormFieldConfig.objects.filter(form_type=form_type):
|
||||
if cfg.field_name in locked_fields:
|
||||
cfg.is_visible = True
|
||||
cfg.is_required = None
|
||||
else:
|
||||
cfg.is_visible = True
|
||||
cfg.is_required = None
|
||||
override = preset.get('fields', {}).get(cfg.field_name, {})
|
||||
if 'is_visible' in override:
|
||||
cfg.is_visible = bool(override['is_visible'])
|
||||
if 'is_required' in override:
|
||||
cfg.is_required = override['is_required']
|
||||
cfg.save(update_fields=['is_visible', 'is_required'])
|
||||
|
||||
return True
|
||||
Reference in New Issue
Block a user