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snapshot: preserve dynamic form builder parity and presets

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This commit is contained in:
Md Bayazid Bostame
2026-03-27 12:30:10 +01:00
parent aa54f41731
commit e929e7509b
12 changed files with 2097 additions and 505 deletions
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213
backend/workflows/form_builder.py
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@@ -1,7 +1,7 @@
from collections import OrderedDict
from django.utils.translation import get_language
from .models import FormFieldConfig
from .models import FormFieldConfig, FormSectionConfig
DEFAULT_FIELD_ORDER = {
@@ -58,18 +58,29 @@ DEFAULT_FIELD_ORDER = {
}
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',
}
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',
@@ -112,6 +123,38 @@ ONBOARDING_DEFAULT_PAGE = {
'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',
}
def get_section_order(form_type: str) -> list[str]:
if form_type == 'onboarding':
return ONBOARDING_PAGE_ORDER
if form_type == 'offboarding':
return OFFBOARDING_PAGE_ORDER
return []
def get_section_labels(form_type: str) -> dict[str, str]:
if form_type == 'onboarding':
return ONBOARDING_PAGE_LABELS
if form_type == 'offboarding':
return OFFBOARDING_PAGE_LABELS
return {}
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 _default_sort(form_type: str, field_name: str) -> int:
@@ -134,7 +177,7 @@ def _ensure_configs(form_type: str, field_names: list[str]) -> dict[str, FormFie
form_type=form_type,
field_name=name,
sort_order=_default_sort(form_type, name),
page_key=ONBOARDING_DEFAULT_PAGE.get(name, '') if form_type == 'onboarding' else '',
page_key=get_default_page_map(form_type).get(name, ''),
)
for name in missing_names
],
@@ -151,10 +194,34 @@ def ensure_form_field_configs(form_type: str, field_names: list[str]) -> dict[st
return _ensure_configs(form_type, field_names)
def ensure_form_section_configs(form_type: str) -> dict[str, FormSectionConfig]:
section_order = get_section_order(form_type)
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, 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 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()):
@@ -173,7 +240,14 @@ def apply_form_field_config(form_type: str, form) -> None:
if field_name not in locked and cfg.is_required is not None:
field.required = cfg.is_required
if field_name not in locked and not cfg.is_visible:
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(
@@ -184,9 +258,138 @@ def apply_form_field_config(form_type: str, form) -> None:
),
)
form.fields = OrderedDict(ordered_items)
if form_type == 'onboarding':
if form_type in {'onboarding', 'offboarding'}:
form._field_page_keys = {
name: (configs[name].page_key or ONBOARDING_DEFAULT_PAGE.get(name, 'abschluss'))
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