django-forms-workflows 0.2.0__tar.gz

django_forms_workflows-0.2.0/CHANGELOG.md

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+# Changelog
+
+All notable changes to Django Forms Workflows will be documented in this file.
+
+The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/),
+and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
+
+## [Unreleased]
+
+### Planned Features
+- Form builder UI (drag-and-drop)
+- REST API for form submission
+- Webhook support
+- Custom field types (signature, location, etc.)
+- Advanced reporting and analytics
+- Multi-tenancy support
+
+## [0.2.0] - TBD
+
+### Added - Configurable Prefill Sources
+- **PrefillSource Model** - Database-driven prefill source configuration
+  - Support for User, LDAP, Database, API, System, and Custom source types
+  - Flexible database field mapping with configurable lookup fields
+  - Custom user field mapping (employee_id, email, external_id, etc.)
+  - Active/inactive toggle and display ordering
+  - Backward compatible with legacy text-based prefill_source field
+- **Enhanced Database Prefill** - Generic database lookups with custom field mappings
+  - Configurable DB lookup field (ID_NUMBER, EMAIL, EMPLOYEE_ID, etc.)
+  - Configurable user profile field for matching
+  - Makes library truly generic and adaptable to different deployments
+- **Admin Interface** - Comprehensive admin for managing prefill sources
+  - Dropdown selection of prefill sources in FormField admin
+  - Inline editing and filtering
+  - Helpful descriptions and examples
+- **Demo Integration** - Farm-themed demo showcasing prefill functionality
+  - "Farmer Contact Update" form with multiple prefill sources
+  - Seed command for creating demo prefill sources
+  - Examples of User, System, and Database prefill types
+
+### Added - Post-Submission Actions
+- **PostSubmissionAction Model** - Configurable actions to update external systems
+  - Support for Database, LDAP, API, and Custom handler action types
+  - Four trigger types: on_submit, on_approve, on_reject, on_complete
+  - Flexible field mapping for all action types
+  - Conditional execution based on form field values
+  - Robust error handling with retries and fail-silently options
+  - Execution ordering for dependent actions
+- **Database Update Handler** - Update external databases after form submission/approval
+  - Custom field mappings from form fields to database columns
+  - Configurable lookup fields and user fields
+  - SQL injection protection with parameterized queries
+  - Identifier validation for table and column names
+- **LDAP Update Handler** - Update Active Directory attributes
+  - DN template support with placeholders
+  - Field mapping from form fields to LDAP attributes
+  - Service account integration
+- **API Call Handler** - Make HTTP API calls to external services
+  - Support for GET, POST, PUT, PATCH methods
+  - Template-based request bodies with field placeholders
+  - Custom headers support
+  - Response validation
+- **Custom Handler Support** - Execute custom Python code for complex integrations
+  - Dynamic handler loading via import_module
+  - Configurable handler parameters
+  - Standardized return format
+- **Action Executor** - Coordinates execution of multiple actions
+  - Filters actions by trigger type
+  - Implements retry logic with configurable max attempts
+  - Comprehensive error handling and logging
+  - Conditional execution based on form field values
+- **Workflow Integration** - Integrated with all workflow trigger points
+  - on_submit trigger in create_workflow_tasks()
+  - on_approve trigger in execute_post_approval_updates()
+  - on_reject trigger in approve_submission view
+  - on_complete trigger in _finalize_submission()
+- **Admin Interface** - Comprehensive admin for managing post-submission actions
+  - Collapsible fieldsets for each action type
+  - List view with filtering and inline editing
+  - Helpful descriptions and examples
+- **Demo Integration** - Farm demo showcasing post-submission actions
+  - API call action logging to httpbin.org
+  - Database update action example
+  - Both disabled by default for safety
+
+### Enhanced
+- **Documentation** - Comprehensive guides for new features
+  - `docs/PREFILL_SOURCES.md` - Complete prefill configuration guide
+  - `docs/POST_SUBMISSION_ACTIONS.md` - Complete post-submission actions guide
+  - `PREFILL_ENHANCEMENTS.md` - Technical summary of prefill enhancements
+  - `POST_SUBMISSION_ENHANCEMENTS.md` - Technical summary of post-submission enhancements
+  - Updated README.md with new features
+- **Farm Demo** - Enhanced example application
+  - Showcases both prefill and post-submission actions
+  - Multiple demo forms with different workflow types
+  - Seed commands for easy setup
+  - Farm-themed design for better UX
+
+### Security
+- **SQL Injection Protection** - Enhanced database security
+  - Parameterized queries for all database operations
+  - Identifier validation for table and column names
+  - Whitelist-based validation
+- **LDAP Security** - Secure LDAP integration
+  - DN template validation
+  - Service account permissions
+  - Connection encryption support
+- **API Security** - Secure external API calls
+  - HTTPS enforcement
+  - API key management
+  - Request timeout protection
+  - Response validation
+
+### Migration Notes
+- Run `python manage.py migrate` to apply new migrations
+- Existing forms with text-based `prefill_source` continue to work
+- New `prefill_source_config` field takes precedence when set
+- Post-submission actions are opt-in and disabled by default
+- No breaking changes to existing deployments
+
+## [0.1.0] - 2025-10-31
+
+### Added
+- Initial release
+- Database-driven form definitions
+- 15+ field types (text, select, date, file upload, etc.)
+- Dynamic form rendering with Crispy Forms
+- Approval workflows with flexible routing
+- LDAP/Active Directory integration
+- External database prefill support
+- Pluggable data source architecture
+- Complete audit trail
+- Email notifications
+- File upload support
+- Conditional field visibility
+- Form versioning
+- Draft save functionality
+- Withdrawal support
+- Group-based permissions
+- Manager approval from LDAP hierarchy
+- Conditional escalation
+- Post-approval database updates
+- Comprehensive documentation
+- Example project
+
+### Security
+- CSRF protection
+- SQL injection prevention
+- File upload validation
+- Parameterized database queries
+- Identifier validation for SQL
+
+### Dependencies
+- Django >= 5.1
+- django-crispy-forms >= 2.0
+- crispy-bootstrap5 >= 2.0
+- celery >= 5.3
+- python-decouple >= 3.8
+
+### Optional Dependencies
+- django-auth-ldap >= 4.6 (for LDAP integration)
+- python-ldap >= 3.4 (for LDAP integration)
+- mssql-django >= 1.6 (for MS SQL Server)
+- pyodbc >= 5.0 (for MS SQL Server)
+- psycopg2-binary >= 2.9 (for PostgreSQL)
+- mysqlclient >= 2.2 (for MySQL)
+
+[Unreleased]: https://github.com/opensensor/django-forms-workflows/compare/v0.2.0...HEAD
+[0.2.0]: https://github.com/opensensor/django-forms-workflows/compare/v0.1.0...v0.2.0
+[0.1.0]: https://github.com/opensensor/django-forms-workflows/releases/tag/v0.1.0
+

django_forms_workflows-0.2.0/LICENSE

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+                   GNU LESSER GENERAL PUBLIC LICENSE
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django_forms_workflows-0.2.0/PKG-INFO

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+Metadata-Version: 2.3
+Name: django-forms-workflows
+Version: 0.2.0
+Summary: Enterprise-grade, database-driven form builder with approval workflows and external data integration
+License: LGPL-3.0-only
+Keywords: django,forms,workflows,approval,form-builder,dynamic-forms,ldap,enterprise,audit,database-driven
+Author: Django Forms Workflows Contributors
+Author-email: opensource@opensensor.ai
+Requires-Python: >=3.10,<4.0
+Classifier: License :: OSI Approved :: GNU Lesser General Public License v3 (LGPLv3)
+Classifier: Programming Language :: Python :: 3
+Classifier: Programming Language :: Python :: 3.10
+Classifier: Programming Language :: Python :: 3.11
+Classifier: Programming Language :: Python :: 3.12
+Classifier: Programming Language :: Python :: 3.13
+Provides-Extra: all
+Provides-Extra: docs
+Provides-Extra: ldap
+Provides-Extra: mssql
+Provides-Extra: mysql
+Provides-Extra: postgresql
+Requires-Dist: Django (>=5.1,<6.0)
+Requires-Dist: celery (>=5.3)
+Requires-Dist: crispy-bootstrap5 (>=2.0)
+Requires-Dist: django-crispy-forms (>=2.0)
+Requires-Dist: python-decouple (>=3.8)
+Requires-Dist: requests (>=2.31)
+Project-URL: Documentation, https://django-forms-workflows.readthedocs.io/
+Project-URL: Homepage, https://github.com/opensensor/django-forms-workflows
+Project-URL: Repository, https://github.com/opensensor/django-forms-workflows
+Description-Content-Type: text/markdown
+
+# Django Forms Workflows
+
+**Enterprise-grade, database-driven form builder with approval workflows and external data integration**
+
+[![License: LGPL v3](https://img.shields.io/badge/License-LGPL_v3-blue.svg)](https://www.gnu.org/licenses/lgpl-3.0)
+[![Python Version](https://img.shields.io/badge/python-3.10%2B-blue)](https://www.python.org/downloads/)
+[![Django Version](https://img.shields.io/badge/django-5.1%2B-green)](https://www.djangoproject.com/)
+
+## Overview
+
+Django Forms Workflows bridges the gap between simple form libraries (like Crispy Forms) and expensive SaaS solutions (like JotForm, Formstack). It provides:
+
+- 📝 **Database-Driven Forms** - Forms stored in database, not code
+- 🔄 **Approval Workflows** - Multi-step approval engine with notifications
+- 🔌 **External Data Integration** - Pull data from LDAP, databases, APIs
+- 🔒 **Enterprise Security** - LDAP/AD authentication, complete audit trails
+- 🏠 **Self-Hosted** - No SaaS fees, full data control
+- 🎨 **Beautiful UI** - Built on Crispy Forms and Bootstrap
+
+## Key Features
+
+### 🎯 No-Code Form Creation
+Business users can create and modify forms through Django Admin without touching code:
+- Drag-and-drop field ordering
+- 15+ field types (text, select, date, file upload, etc.)
+- Validation rules (required, regex, min/max, etc.)
+- Conditional field visibility
+- Custom help text and placeholders
+
+### 🔄 Powerful Approval Workflows
+Built-in multi-step approval engine:
+- Sequential or parallel approvals
+- Configurable approval logic (any/all approvers)
+- Email notifications and reminders
+- Complete audit trail
+- Approval delegation
+
+### 🔌 Configurable Prefill Sources
+Automatically populate form fields from external systems with flexible, reusable configurations:
+- **User Model** - Current user's profile data (email, name, username)
+- **LDAP/Active Directory** - Enterprise directory attributes (department, title, manager)
+- **External Databases** - Pull from any SQL database with custom field mappings
+- **REST APIs** - Integrate with external services
+- **System Values** - Current date/time, previous submissions
+
+**New in v1.1:** Prefill sources are now configurable database records with:
+- ✅ **Dropdown Selection** - Form builders select from pre-configured sources
+- ✅ **Custom Field Mappings** - Configure database lookup fields for different environments
+- ✅ **Reusable Configurations** - Define once, use across multiple forms
+- ✅ **Centralized Management** - All sources managed in Django Admin
+
+Example database prefill configuration:
+```python
+# Admin → Prefill Sources → Add Prefill Source
+Name: Student - First Name
+Source Type: Database
+DB Schema: dbo
+DB Table: STBIOS
+DB Column: FIRST_NAME
+DB Lookup Field: ID_NUMBER  # Column to match against
+DB User Field: employee_id   # UserProfile field to use for lookup
+```
+
+See [Prefill Sources Guide](docs/PREFILL_SOURCES.md) for detailed configuration.
+
+### 🔄 Post-Submission Actions (NEW)
+Automatically update external systems with form data after submission or approval:
+- **Database Updates** - Write data back to external databases with custom field mappings
+- **LDAP Updates** - Update Active Directory attributes
+- **API Calls** - Send data to external services via HTTP APIs
+- **Custom Handlers** - Execute custom Python code for complex integrations
+
+**Trigger Types:**
+- ✅ **On Submit** - Execute immediately when form is submitted
+- ✅ **On Approve** - Execute when form is approved
+- ✅ **On Reject** - Execute when form is rejected
+- ✅ **On Complete** - Execute when workflow is complete
+
+**Features:**
+- Conditional execution based on form field values
+- Automatic retries with configurable max attempts
+- Error handling (fail silently or block submission)
+- Execution ordering for dependent actions
+- Complete audit logging
+
+Example database update configuration:
+```python
+# Admin → Post-Submission Actions → Add
+Name: Update HR Database
+Action Type: Database Update
+Trigger: On Approval
+DB Field Mappings:
+  [
+    {"form_field": "email", "db_column": "EMAIL_ADDRESS"},
+    {"form_field": "phone", "db_column": "PHONE_NUMBER"}
+  ]
+```
+
+See [Post-Submission Actions Guide](docs/POST_SUBMISSION_ACTIONS.md) for detailed configuration.
+
+### 🔒 Enterprise-Ready Security
+- LDAP/Active Directory authentication
+- Role-based permissions
+- Complete audit logging (who, what, when, where)
+- CSRF protection
+- SQL injection prevention
+- File upload validation
+
+### 📊 Comprehensive Audit Trail
+Track everything for compliance:
+- Form creation/modification
+- Form submissions
+- Approval decisions
+- Status changes
+- Field value changes
+- User actions with IP addresses
+
+## Quick Start
+
+### Installation
+
+```bash
+pip install django-forms-workflows
+```
+
+### Basic Setup
+
+1. Add to `INSTALLED_APPS`:
+
+```python
+INSTALLED_APPS = [
+    # ...
+    'crispy_forms',
+    'crispy_bootstrap5',
+    'django_forms_workflows',
+    # ...
+]
+```
+
+2. Configure settings:
+
+```python
+# Crispy Forms
+CRISPY_ALLOWED_TEMPLATE_PACKS = "bootstrap5"
+CRISPY_TEMPLATE_PACK = "bootstrap5"
+
+# Forms Workflows
+FORMS_WORKFLOWS = {
+    'ENABLE_APPROVALS': True,
+    'ENABLE_AUDIT_LOG': True,
+    'ENABLE_FILE_UPLOADS': True,
+    'MAX_FILE_SIZE': 10 * 1024 * 1024,  # 10MB
+}
+```
+
+3. Run migrations:
+
+```bash
+python manage.py migrate django_forms_workflows
+```
+
+4. Include URLs:
+
+```python
+urlpatterns = [
+    path('forms/', include('django_forms_workflows.urls')),
+]
+```
+
+5. Create your first form in Django Admin!
+
+## Architecture
+
+```
+┌─────────────────────────────────────────────────────────────────┐
+│                         User Interface                          │
+│  ┌──────────────┐  ┌──────────────┐  ┌──────────────┐          │
+│  │ Form Builder │  │ Form Viewer  │  │ Approval UI  │          │
+│  │  (Admin)     │  │  (End User)  │  │  (Approvers) │          │
+│  └──────────────┘  └──────────────┘  └──────────────┘          │
+└─────────────────────────────────────────────────────────────────┘
+                              │
+                              ▼
+┌─────────────────────────────────────────────────────────────────┐
+│                      Django Application                         │
+│  ┌──────────────────────────────────────────────────────────┐  │
+│  │              Data Source Abstraction Layer               │  │
+│  │  ┌────────────┐  ┌────────────┐  ┌────────────┐          │  │
+│  │  │    LDAP    │  │  Database  │  │    API     │          │  │
+│  │  │   Source   │  │   Source   │  │   Source   │          │  │
+│  │  └────────────┘  └────────────┘  └────────────┘          │  │
+│  └──────────────────────────────────────────────────────────┘  │
+└─────────────────────────────────────────────────────────────────┘
+                              │
+                              ▼
+┌─────────────────────────────────────────────────────────────────┐
+│                      External Systems                           │
+│  ┌──────────────┐  ┌──────────────┐  ┌──────────────┐          │
+│  │ Active       │  │ Legacy       │  │ External     │          │
+│  │ Directory    │  │ Databases    │  │ APIs         │          │
+│  └──────────────┘  └──────────────┘  └──────────────┘          │
+└─────────────────────────────────────────────────────────────────┘
+```
+
+## Use Cases
+
+Perfect for:
+- **HR Departments** - Employee onboarding, time-off requests, expense reports
+- **IT Departments** - Access requests, equipment requests, change management
+- **Finance** - Purchase orders, invoice approvals, budget requests
+- **Education** - Student applications, course registrations, facility requests
+- **Healthcare** - Patient intake, referrals, insurance claims
+- **Government** - Permit applications, FOIA requests, citizen services
+
+## Documentation
+
+- [Installation Guide](docs/installation.md)
+- [Configuration Guide](docs/configuration.md)
+- [Data Sources Guide](docs/data-sources.md)
+- [Workflow Guide](docs/workflows.md)
+- [API Reference](docs/api.md)
+- [Architecture Overview](docs/ARCHITECTURE.md)
+
+## Comparison
+
+| Feature | Django Forms Workflows | Crispy Forms | FormStack | Django-Formtools |
+|---------|----------------------|--------------|-----------|------------------|
+| Database-driven forms | ✅ | ❌ | ✅ | ❌ |
+| No-code form creation | ✅ | ❌ | ✅ | ❌ |
+| Self-hosted | ✅ | ✅ | ❌ | ✅ |
+| Approval workflows | ✅ | ❌ | ⚠️ | ❌ |
+| External data prefill | ✅ | ❌ | ⚠️ | ❌ |
+| LDAP/AD integration | ✅ | ❌ | ❌ | ❌ |
+| Audit trail | ✅ | ❌ | ✅ | ❌ |
+| Open source | ✅ | ✅ | ❌ | ✅ |
+
+## Requirements
+
+- Python 3.10+
+- Django 5.1+
+- PostgreSQL 12+ (recommended) or MySQL 8.0+
+- Celery 5.0+ (for background tasks)
+- Redis/Valkey (for Celery broker)
+
+## Contributing
+
+We welcome contributions! Please see [CONTRIBUTING.md](CONTRIBUTING.md) for details.
+
+## License
+
+GNU Lesser General Public License v3.0 (LGPLv3) - see [LICENSE](LICENSE) for details.
+
+## Support
+
+- 📖 [Documentation](https://django-forms-workflows.readthedocs.io/)
+- 💬 [Discussions](https://github.com/opensensor/django-forms-workflows/discussions)
+- 🐛 [Issue Tracker](https://github.com/opensensor/django-forms-workflows/issues)
+
+## Roadmap
+
+### Phase 1: Core (Current)
+- [x] Database-driven form definitions
+- [x] Dynamic form rendering
+- [x] Approval workflows
+- [x] LDAP integration
+- [x] Database prefill
+- [x] Audit logging
+
+### Phase 2: Enhanced UX
+- [ ] Form builder UI (drag-and-drop)
+- [ ] Conditional field visibility (client-side)
+- [ ] File upload validation
+- [ ] Form templates/cloning
+- [ ] Dashboard analytics
+
+### Phase 3: Advanced Features
+- [ ] REST API for form submission
+- [ ] Webhook support
+- [ ] Custom field types (signature, location, etc.)
+- [ ] Advanced reporting
+- [ ] Form versioning
+
+### Phase 4: Enterprise
+- [ ] Multi-tenancy support
+- [ ] SSO integration (SAML, OAuth)
+- [ ] Advanced RBAC
+- [ ] White-label support
+- [ ] Plugin marketplace
+
+## Credits
+
+Built with ❤️ by the Django community.
+
+Special thanks to:
+- [Django Crispy Forms](https://github.com/django-crispy-forms/django-crispy-forms)
+- [Celery](https://github.com/celery/celery)
+- [django-auth-ldap](https://github.com/django-auth-ldap/django-auth-ldap)
+
+