746 lines
27 KiB
Plaintext
746 lines
27 KiB
Plaintext
===========
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Form wizard
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===========
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.. module:: django.contrib.formtools.wizard.views
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:synopsis: Splits forms across multiple Web pages.
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Django comes with an optional "form wizard" application that splits
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:doc:`forms </topics/forms/index>` across multiple Web pages. It maintains
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state in one of the backends so that the full server-side processing can be
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delayed until the submission of the final form.
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You might want to use this if you have a lengthy form that would be too
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unwieldy for display on a single page. The first page might ask the user for
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core information, the second page might ask for less important information,
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etc.
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The term "wizard", in this context, is `explained on Wikipedia`_.
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.. _explained on Wikipedia: http://en.wikipedia.org/wiki/Wizard_%28software%29
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How it works
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============
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Here's the basic workflow for how a user would use a wizard:
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1. The user visits the first page of the wizard, fills in the form and
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submits it.
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2. The server validates the data. If it's invalid, the form is displayed
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again, with error messages. If it's valid, the server saves the current
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state of the wizard in the backend and redirects to the next step.
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3. Step 1 and 2 repeat, for every subsequent form in the wizard.
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4. Once the user has submitted all the forms and all the data has been
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validated, the wizard processes the data -- saving it to the database,
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sending an email, or whatever the application needs to do.
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Usage
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=====
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This application handles as much machinery for you as possible. Generally,
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you just have to do these things:
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1. Define a number of :class:`~django.forms.Form` classes -- one per
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wizard page.
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2. Create a :class:`WizardView` subclass that specifies what to do once
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all of your forms have been submitted and validated. This also lets
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you override some of the wizard's behavior.
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3. Create some templates that render the forms. You can define a single,
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generic template to handle every one of the forms, or you can define a
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specific template for each form.
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4. Add ``django.contrib.formtools`` to your
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:setting:`INSTALLED_APPS` list in your settings file.
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5. Point your URLconf at your :class:`WizardView` :meth:`~WizardView.as_view`
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method.
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Defining ``Form`` classes
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-------------------------
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The first step in creating a form wizard is to create the
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:class:`~django.forms.Form` classes. These should be standard
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:class:`django.forms.Form` classes, covered in the :doc:`forms documentation
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</topics/forms/index>`. These classes can live anywhere in your codebase,
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but convention is to put them in a file called :file:`forms.py` in your
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application.
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For example, let's write a "contact form" wizard, where the first page's form
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collects the sender's email address and subject, and the second page collects
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the message itself. Here's what the :file:`forms.py` might look like::
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from django import forms
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class ContactForm1(forms.Form):
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subject = forms.CharField(max_length=100)
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sender = forms.EmailField()
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class ContactForm2(forms.Form):
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message = forms.CharField(widget=forms.Textarea)
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.. note::
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In order to use :class:`~django.forms.FileField` in any form, see the
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section :ref:`Handling files <wizard-files>` below to learn more about
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what to do.
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Creating a ``WizardView`` subclass
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----------------------------------
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.. class:: SessionWizardView
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.. class:: CookieWizardView
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The next step is to create a
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:class:`django.contrib.formtools.wizard.views.WizardView` subclass. You can
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also use the :class:`SessionWizardView` or :class:`CookieWizardView` classes
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which preselect the backend used for storing information during execution of the
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wizard (as their names indicate, server-side sessions and browser cookies
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respectively).
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.. note::
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To use the :class:`SessionWizardView` follow the instructions
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in the :doc:`sessions documentation </topics/http/sessions>` on
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how to enable sessions.
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We will use the :class:`SessionWizardView` in all examples but is is completely
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fine to use the :class:`CookieWizardView` instead. As with your
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:class:`~django.forms.Form` classes, this :class:`WizardView` class can live
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anywhere in your codebase, but convention is to put it in :file:`views.py`.
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The only requirement on this subclass is that it implement a
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:meth:`~WizardView.done()` method.
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.. method:: WizardView.done(form_list)
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This method specifies what should happen when the data for *every* form is
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submitted and validated. This method is passed a list of validated
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:class:`~django.forms.Form` instances.
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In this simplistic example, rather than performing any database operation,
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the method simply renders a template of the validated data::
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from django.shortcuts import render_to_response
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from django.contrib.formtools.wizard.views import SessionWizardView
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class ContactWizard(SessionWizardView):
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def done(self, form_list, **kwargs):
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return render_to_response('done.html', {
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'form_data': [form.cleaned_data for form in form_list],
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})
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Note that this method will be called via ``POST``, so it really ought to be a
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good Web citizen and redirect after processing the data. Here's another
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example::
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from django.http import HttpResponseRedirect
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from django.contrib.formtools.wizard.views import SessionWizardView
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class ContactWizard(SessionWizardView):
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def done(self, form_list, **kwargs):
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do_something_with_the_form_data(form_list)
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return HttpResponseRedirect('/page-to-redirect-to-when-done/')
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See the section :ref:`Advanced WizardView methods <wizardview-advanced-methods>`
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below to learn about more :class:`WizardView` hooks.
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Creating templates for the forms
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--------------------------------
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Next, you'll need to create a template that renders the wizard's forms. By
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default, every form uses a template called
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:file:`formtools/wizard/wizard_form.html`. You can change this template name
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by overriding either the
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:attr:`~django.views.generic.base.TemplateResponseMixin.template_name` attribute
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or the
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:meth:`~django.views.generic.base.TemplateResponseMixin.get_template_names()`
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method, which are documented in the
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:class:`~django.views.generic.base.TemplateResponseMixin` documentation. The
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latter one allows you to use a different template for each form (:ref:`see the
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example below <wizard-template-for-each-form>`).
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This template expects a ``wizard`` object that has various items attached to
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it:
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* ``form`` -- The :class:`~django.forms.Form` or
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:class:`~django.forms.formset.BaseFormSet` instance for the current step
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(either empty or with errors).
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* ``steps`` -- A helper object to access the various steps related data:
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* ``step0`` -- The current step (zero-based).
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* ``step1`` -- The current step (one-based).
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* ``count`` -- The total number of steps.
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* ``first`` -- The first step.
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* ``last`` -- The last step.
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* ``current`` -- The current (or first) step.
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* ``next`` -- The next step.
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* ``prev`` -- The previous step.
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* ``index`` -- The index of the current step.
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* ``all`` -- A list of all steps of the wizard.
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You can supply additional context variables by using the
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:meth:`~WizardView.get_context_data` method of your :class:`WizardView`
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subclass.
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Here's a full example template:
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.. code-block:: html+django
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{% extends "base.html" %}
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{% load i18n %}
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{% block head %}
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{{ wizard.form.media }}
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{% endblock %}
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{% block content %}
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<p>Step {{ wizard.steps.step1 }} of {{ wizard.steps.count }}</p>
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<form action="" method="post">{% csrf_token %}
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<table>
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{{ wizard.management_form }}
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{% if wizard.form.forms %}
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{{ wizard.form.management_form }}
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{% for form in wizard.form.forms %}
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{{ form }}
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{% endfor %}
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{% else %}
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{{ wizard.form }}
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{% endif %}
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</table>
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{% if wizard.steps.prev %}
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<button name="wizard_goto_step" type="submit" value="{{ wizard.steps.first }}">{% trans "first step" %}</button>
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<button name="wizard_goto_step" type="submit" value="{{ wizard.steps.prev }}">{% trans "prev step" %}</button>
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{% endif %}
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<input type="submit" value="{% trans "submit" %}"/>
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</form>
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{% endblock %}
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.. note::
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Note that ``{{ wizard.management_form }}`` **must be used** for
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the wizard to work properly.
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.. _wizard-urlconf:
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Hooking the wizard into a URLconf
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---------------------------------
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.. method:: WizardView.as_view
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Finally, we need to specify which forms to use in the wizard, and then
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deploy the new :class:`WizardView` object at a URL in the ``urls.py``. The
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wizard's ``as_view()`` method takes a list of your
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:class:`~django.forms.Form` classes as an argument during instantiation::
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from django.conf.urls import patterns
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from myapp.forms import ContactForm1, ContactForm2
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from myapp.views import ContactWizard
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urlpatterns = patterns('',
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(r'^contact/$', ContactWizard.as_view([ContactForm1, ContactForm2])),
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)
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.. versionchanged:: 1.6
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You can also pass the form list as a class attribute named ``form_list``::
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class ContactWizard(WizardView):
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form_list = [ContactForm1, ContactForm2]
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.. _wizard-template-for-each-form:
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Using a different template for each form
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----------------------------------------
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As mentioned above, you may specify a different template for each form.
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Consider an example using a form wizard to implement a multi-step checkout
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process for an online store. In the first step, the user specifies a billing
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and shipping address. In the second step, the user chooses payment type. If
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they chose to pay by credit card, they will enter credit card information in
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the next step. In the final step, they will confirm the purchase.
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Here's what the view code might look like::
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from django.http import HttpResponseRedirect
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from django.contrib.formtools.wizard.views import SessionWizardView
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FORMS = [("address", myapp.forms.AddressForm),
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("paytype", myapp.forms.PaymentChoiceForm),
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("cc", myapp.forms.CreditCardForm),
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("confirmation", myapp.forms.OrderForm)]
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TEMPLATES = {"address": "checkout/billingaddress.html",
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"paytype": "checkout/paymentmethod.html",
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"cc": "checkout/creditcard.html",
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"confirmation": "checkout/confirmation.html"}
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def pay_by_credit_card(wizard):
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"""Return true if user opts to pay by credit card"""
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# Get cleaned data from payment step
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cleaned_data = wizard.get_cleaned_data_for_step('paytype') or {'method': 'none'}
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# Return true if the user selected credit card
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return cleaned_data['method'] == 'cc'
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class OrderWizard(SessionWizardView):
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def get_template_names(self):
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return [TEMPLATES[self.steps.current]]
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def done(self, form_list, **kwargs):
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do_something_with_the_form_data(form_list)
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return HttpResponseRedirect('/page-to-redirect-to-when-done/')
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...
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The ``urls.py`` file would contain something like::
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urlpatterns = patterns('',
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(r'^checkout/$', OrderWizard.as_view(FORMS, condition_dict={'cc': pay_by_credit_card})),
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)
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.. versionchanged:: 1.6
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The ``condiction_dict`` can be passed as attribute for the ``as_view()`
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method or as a class attribute named ``condition_dict``::
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class OrderWizard(WizardView):
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condition_dict = {'cc': pay_by_credit_card}
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Note that the ``OrderWizard`` object is initialized with a list of pairs.
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The first element in the pair is a string that corresponds to the name of the
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step and the second is the form class.
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In this example, the
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:meth:`~django.views.generic.base.TemplateResponseMixin.get_template_names()`
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method returns a list containing a single template, which is selected based on
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the name of the current step.
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.. _wizardview-advanced-methods:
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Advanced ``WizardView`` methods
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===============================
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.. class:: WizardView
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Aside from the :meth:`~done()` method, :class:`WizardView` offers a few
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advanced method hooks that let you customize how your wizard works.
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Some of these methods take an argument ``step``, which is a zero-based
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counter as string representing the current step of the wizard. (E.g., the
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first form is ``'0'`` and the second form is ``'1'``)
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.. method:: WizardView.get_form_prefix(step=None, form=None)
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Returns the prefix which will be used when calling the form for the given
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step. ``step`` contains the step name, ``form`` the form class which will
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be called with the returned prefix.
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If no ``step`` is given, it will be determined automatically. By default,
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this simply uses the step itself and the ``form`` parameter is not used.
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For more, see the :ref:`form prefix documentation <form-prefix>`.
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.. method:: WizardView.get_form_initial(step)
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Returns a dictionary which will be passed as the
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:attr:`~django.forms.Form.initial` argument when instantiating the Form
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instance for step ``step``. If no initial data was provided while
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initializing the form wizard, an empty dictionary should be returned.
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The default implementation::
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def get_form_initial(self, step):
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return self.initial_dict.get(step, {})
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.. method:: WizardView.get_form_kwargs(step)
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Returns a dictionary which will be used as the keyword arguments when
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instantiating the form instance on given ``step``.
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The default implementation::
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def get_form_kwargs(self, step):
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return {}
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.. method:: WizardView.get_form_instance(step)
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This method will be called only if a :class:`~django.forms.ModelForm` is
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used as the form for step ``step``.
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Returns an :class:`~django.db.models.Model` object which will be passed as
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the ``instance`` argument when instantiating the ``ModelForm`` for step
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``step``. If no instance object was provided while initializing the form
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wizard, ``None`` will be returned.
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The default implementation::
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def get_form_instance(self, step):
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return self.instance_dict.get(step, None)
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.. method:: WizardView.get_context_data(form, **kwargs)
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Returns the template context for a step. You can overwrite this method
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to add more data for all or some steps. This method returns a dictionary
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containing the rendered form step.
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The default template context variables are:
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* Any extra data the storage backend has stored
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* ``form`` -- form instance of the current step
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* ``wizard`` -- the wizard instance itself
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Example to add extra variables for a specific step::
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def get_context_data(self, form, **kwargs):
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context = super(MyWizard, self).get_context_data(form=form, **kwargs)
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if self.steps.current == 'my_step_name':
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context.update({'another_var': True})
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return context
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.. method:: WizardView.get_prefix(*args, **kwargs)
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This method returns a prefix for use by the storage backends. Backends use
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the prefix as a mechanism to allow data to be stored separately for each
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wizard. This allows wizards to store their data in a single backend
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without overwriting each other.
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You can change this method to make the wizard data prefix more unique to,
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e.g. have multiple instances of one wizard in one session.
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Default implementation::
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def get_prefix(self, *args, **kwargs):
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# use the lowercase underscore version of the class name
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return normalize_name(self.__class__.__name__)
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.. method:: WizardView.get_form(step=None, data=None, files=None)
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This method constructs the form for a given ``step``. If no ``step`` is
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defined, the current step will be determined automatically.
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The method gets three arguments:
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* ``step`` -- The step for which the form instance should be generated.
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* ``data`` -- Gets passed to the form's data argument
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* ``files`` -- Gets passed to the form's files argument
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You can override this method to add extra arguments to the form instance.
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Example code to add a user attribute to the form on step 2::
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def get_form(self, step=None, data=None, files=None):
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form = super(MyWizard, self).get_form(step, data, files)
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if step == '1':
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form.user = self.request.user
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return form
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.. method:: WizardView.process_step(form)
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Hook for modifying the wizard's internal state, given a fully validated
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:class:`~django.forms.Form` object. The Form is guaranteed to have clean,
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valid data.
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This method gives you a way to post-process the form data before the data
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gets stored within the storage backend. By default it just returns the
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``form.data`` dictionary. You should not manipulate the data here but you
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can use it to do some extra work if needed (e.g. set storage extra data).
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Note that this method is called every time a page is rendered for *all*
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submitted steps.
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The default implementation::
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def process_step(self, form):
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return self.get_form_step_data(form)
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.. method:: WizardView.process_step_files(form)
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This method gives you a way to post-process the form files before the
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files gets stored within the storage backend. By default it just returns
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the ``form.files`` dictionary. You should not manipulate the data here
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but you can use it to do some extra work if needed (e.g. set storage
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extra data).
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Default implementation::
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def process_step_files(self, form):
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return self.get_form_step_files(form)
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.. method:: WizardView.render_goto_step(step, goto_step, **kwargs)
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.. versionadded:: 1.6
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This method is called when the step should be changed to something else
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than the next step. By default, this method just stores the requested
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step ``goto_step`` in the storage and then renders the new step.
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If you want to store the entered data of the current step before rendering
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the next step, you can overwrite this method.
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.. method:: WizardView.render_revalidation_failure(step, form, **kwargs)
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When the wizard thinks all steps have passed it revalidates all forms with
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the data from the backend storage.
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If any of the forms don't validate correctly, this method gets called.
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This method expects two arguments, ``step`` and ``form``.
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The default implementation resets the current step to the first failing
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form and redirects the user to the invalid form.
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Default implementation::
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def render_revalidation_failure(self, step, form, **kwargs):
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self.storage.current_step = step
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return self.render(form, **kwargs)
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.. method:: WizardView.get_form_step_data(form)
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This method fetches the data from the ``form`` Form instance and returns the
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dictionary. You can use this method to manipulate the values before the data
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gets stored in the storage backend.
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Default implementation::
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def get_form_step_data(self, form):
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return form.data
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.. method:: WizardView.get_form_step_files(form)
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This method returns the form files. You can use this method to manipulate
|
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the files before the data gets stored in the storage backend.
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Default implementation::
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def get_form_step_files(self, form):
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return form.files
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.. method:: WizardView.render(form, **kwargs)
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This method gets called after the GET or POST request has been handled. You
|
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can hook in this method to, e.g. change the type of HTTP response.
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Default implementation::
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def render(self, form=None, **kwargs):
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form = form or self.get_form()
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context = self.get_context_data(form=form, **kwargs)
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return self.render_to_response(context)
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|
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.. method:: WizardView.get_cleaned_data_for_step(step)
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This method returns the cleaned data for a given ``step``. Before returning
|
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the cleaned data, the stored values are revalidated through the form. If
|
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the data doesn't validate, ``None`` will be returned.
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.. method:: WizardView.get_all_cleaned_data()
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This method returns a merged dictionary of all form steps' ``cleaned_data``
|
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dictionaries. If a step contains a ``FormSet``, the key will be prefixed
|
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with ``formset-`` and contain a list of the formset's ``cleaned_data``
|
|
dictionaries. Note that if two or more steps have a field with the same
|
|
name, the value for that field from the latest step will overwrite the
|
|
value from any earlier steps.
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|
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Providing initial data for the forms
|
|
====================================
|
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.. attribute:: WizardView.initial_dict
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|
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Initial data for a wizard's :class:`~django.forms.Form` objects can be
|
|
provided using the optional :attr:`~WizardView.initial_dict` keyword
|
|
argument. This argument should be a dictionary mapping the steps to
|
|
dictionaries containing the initial data for each step. The dictionary of
|
|
initial data will be passed along to the constructor of the step's
|
|
:class:`~django.forms.Form`::
|
|
|
|
>>> from myapp.forms import ContactForm1, ContactForm2
|
|
>>> from myapp.views import ContactWizard
|
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>>> initial = {
|
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... '0': {'subject': 'Hello', 'sender': 'user@example.com'},
|
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... '1': {'message': 'Hi there!'}
|
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... }
|
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>>> # This example is illustrative only and isn't meant to be run in
|
|
>>> # the shell since it requires an HttpRequest to pass to the view.
|
|
>>> wiz = ContactWizard.as_view([ContactForm1, ContactForm2], initial_dict=initial)(request)
|
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>>> form1 = wiz.get_form('0')
|
|
>>> form2 = wiz.get_form('1')
|
|
>>> form1.initial
|
|
{'sender': 'user@example.com', 'subject': 'Hello'}
|
|
>>> form2.initial
|
|
{'message': 'Hi there!'}
|
|
|
|
The ``initial_dict`` can also take a list of dictionaries for a specific
|
|
step if the step is a ``FormSet``.
|
|
|
|
.. versionchanged:: 1.6
|
|
|
|
The ``initial_dict`` can also be added as a class attribute named
|
|
``initial_dict`` to avoid having the initial data in the ``urls.py``.
|
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|
|
.. _wizard-files:
|
|
|
|
Handling files
|
|
==============
|
|
|
|
.. attribute:: WizardView.file_storage
|
|
|
|
To handle :class:`~django.forms.FileField` within any step form of the wizard,
|
|
you have to add a ``file_storage`` to your :class:`WizardView` subclass.
|
|
|
|
This storage will temporarily store the uploaded files for the wizard. The
|
|
``file_storage`` attribute should be a
|
|
:class:`~django.core.files.storage.Storage` subclass.
|
|
|
|
Django provides a built-in storage class (see :ref:`the built-in filesystem
|
|
storage class <builtin-fs-storage>`)::
|
|
|
|
from django.conf import settings
|
|
from django.core.files.storage import FileSystemStorage
|
|
|
|
class CustomWizardView(WizardView):
|
|
...
|
|
file_storage = FileSystemStorage(location=os.path.join(settings.MEDIA_ROOT, 'photos'))
|
|
|
|
.. warning::
|
|
|
|
Please remember to take care of removing old files as the
|
|
:class:`WizardView` won't remove any files, whether the wizard gets
|
|
finished correctly or not.
|
|
|
|
Conditionally view/skip specific steps
|
|
======================================
|
|
|
|
.. attribute:: WizardView.condition_dict
|
|
|
|
The :meth:`~WizardView.as_view` method accepts a ``condition_dict`` argument.
|
|
You can pass a dictionary of boolean values or callables. The key should match
|
|
the steps names (e.g. '0', '1').
|
|
|
|
If the value of a specific step is callable it will be called with the
|
|
:class:`WizardView` instance as the only argument. If the return value is true,
|
|
the step's form will be used.
|
|
|
|
This example provides a contact form including a condition. The condition is
|
|
used to show a message form only if a checkbox in the first step was checked.
|
|
|
|
The steps are defined in a ``forms.py`` file::
|
|
|
|
from django import forms
|
|
|
|
class ContactForm1(forms.Form):
|
|
subject = forms.CharField(max_length=100)
|
|
sender = forms.EmailField()
|
|
leave_message = forms.BooleanField(required=False)
|
|
|
|
class ContactForm2(forms.Form):
|
|
message = forms.CharField(widget=forms.Textarea)
|
|
|
|
We define our wizard in a ``views.py``::
|
|
|
|
from django.shortcuts import render_to_response
|
|
from django.contrib.formtools.wizard.views import SessionWizardView
|
|
|
|
def show_message_form_condition(wizard):
|
|
# try to get the cleaned data of step 1
|
|
cleaned_data = wizard.get_cleaned_data_for_step('0') or {}
|
|
# check if the field ``leave_message`` was checked.
|
|
return cleaned_data.get('leave_message', True)
|
|
|
|
class ContactWizard(SessionWizardView):
|
|
|
|
def done(self, form_list, **kwargs):
|
|
return render_to_response('done.html', {
|
|
'form_data': [form.cleaned_data for form in form_list],
|
|
})
|
|
|
|
We need to add the ``ContactWizard`` to our ``urls.py`` file::
|
|
|
|
from django.conf.urls import patterns
|
|
|
|
from myapp.forms import ContactForm1, ContactForm2
|
|
from myapp.views import ContactWizard, show_message_form_condition
|
|
|
|
contact_forms = [ContactForm1, ContactForm2]
|
|
|
|
urlpatterns = patterns('',
|
|
(r'^contact/$', ContactWizard.as_view(contact_forms,
|
|
condition_dict={'1': show_message_form_condition}
|
|
)),
|
|
)
|
|
|
|
As you can see, we defined a ``show_message_form_condition`` next to our
|
|
:class:`WizardView` subclass and added a ``condition_dict`` argument to the
|
|
:meth:`~WizardView.as_view` method. The key refers to the second wizard step
|
|
(because of the zero based step index).
|
|
|
|
How to work with ModelForm and ModelFormSet
|
|
===========================================
|
|
|
|
.. attribute:: WizardView.instance_dict
|
|
|
|
WizardView supports :doc:`ModelForms </topics/forms/modelforms>` and
|
|
:ref:`ModelFormSets <model-formsets>`. Additionally to
|
|
:attr:`~WizardView.initial_dict`, the :meth:`~WizardView.as_view` method takes
|
|
an ``instance_dict`` argument that should contain model instances for steps
|
|
based on ``ModelForm`` and querysets for steps based on ``ModelFormSet``.
|
|
|
|
Usage of ``NamedUrlWizardView``
|
|
===============================
|
|
|
|
.. class:: NamedUrlWizardView
|
|
.. class:: NamedUrlSessionWizardView
|
|
.. class:: NamedUrlCookieWizardView
|
|
|
|
There is a :class:`WizardView` subclass which adds named-urls support to the
|
|
wizard. By doing this, you can have single urls for every step. You can also
|
|
use the :class:`NamedUrlSessionWizardView` or :class:`NamedUrlCookieWizardView`
|
|
classes which preselect the backend used for storing information (server-side
|
|
sessions and browser cookies respectively).
|
|
|
|
To use the named urls, you have to change the ``urls.py``.
|
|
|
|
Below you will see an example of a contact wizard with two steps, step 1 with
|
|
"contactdata" as its name and step 2 with "leavemessage" as its name.
|
|
|
|
Additionally you have to pass two more arguments to the
|
|
:meth:`~WizardView.as_view` method:
|
|
|
|
* ``url_name`` -- the name of the url (as provided in the urls.py)
|
|
* ``done_step_name`` -- the name in the url for the done step
|
|
|
|
Example code for the changed ``urls.py`` file::
|
|
|
|
from django.conf.urls import url, patterns
|
|
|
|
from myapp.forms import ContactForm1, ContactForm2
|
|
from myapp.views import ContactWizard
|
|
|
|
named_contact_forms = (
|
|
('contactdata', ContactForm1),
|
|
('leavemessage', ContactForm2),
|
|
)
|
|
|
|
contact_wizard = ContactWizard.as_view(named_contact_forms,
|
|
url_name='contact_step', done_step_name='finished')
|
|
|
|
urlpatterns = patterns('',
|
|
url(r'^contact/(?P<step>.+)/$', contact_wizard, name='contact_step'),
|
|
url(r'^contact/$', contact_wizard, name='contact'),
|
|
)
|
|
|
|
Advanced ``NamedUrlWizardView`` methods
|
|
=======================================
|
|
|
|
.. method:: NamedUrlWizardView.get_step_url(step)
|
|
|
|
This method returns the URL for a specific step.
|
|
|
|
Default implementation::
|
|
|
|
def get_step_url(self, step):
|
|
return reverse(self.url_name, kwargs={'step': step})
|