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Django app to easily add actions to an object's admin change form

Project description

Django easy admin object actions

Django easy admin object actions is a Django app that allows you easily to add buttons to an object's admin change form page, to perform certain actions on the object.

In this documentation, we use the term "object" to refer to the model instance that is being edited in the admin change form. As an example, we will consider an invoice model that has a status field, and we try to add a button to the change form page that allows us to send the invoice. There are, of course, many other use cases for this app.

Installation

  1. Install using pip:
    pip install django-easy-admin-object-actions
    
  2. Add django_easy_admin_object_actions to your INSTALLED_APPS:
    INSTALLED_APPS = [
        ...
        'django_easy_admin_object_actions',
        ...
    ]
    
  3. Use the ObjectActionsMixin in your admin classes:
    from django.contrib import admin
    from django_easy_admin_object_actions.admin import ObjectActionsMixin
    
    class MyModelAdmin(ObjectActionsMixin, admin.ModelAdmin):
        ...
    
  4. Implement object actions in your admin classes:
    from django_easy_admin_object_actions.decorators import object_action
    
    class MyModelAdmin(ObjectActionsMixin, admin.ModelAdmin):
        ...
    
        @object_action(
            label="Send invoice",
            parameter_name="_sendinvoice",
        )
        def send_invoice(self, request, obj):
            obj.send_invoice()
    
  5. Add the object action to the object_actions_before_fieldsets, object_actions_after_fieldsets, or object_actions_after_related_objects attributes of your admin, depending on where you want the action to appear:
    class MyModelAdmin(ObjectActionsMixin, admin.ModelAdmin):
        object_actions_before_fieldsets = ["send_invoice"] # Displayed at the top of the page before the change form's fieldsets
        object_actions_after_fieldsets = ["send_invoice"] # Displayed at the bottom of the page after the change form's fieldsets, but before any inlines (related objects)
        object_actions_after_related_objects = ["send_invoice"] # Displayed at the bottom of the page after the change form's fieldsets and inlines (related objects), right above the submit row
    

Usage

There are numerous ways to use this package. Here are some examples:

  • Some models try to emulate some kind of state machine. For example, an invoice model might have a state field with values draft, sent, and paid. You can use object actions to implement the transitions between these states. For example, you can add an object action to send an invoice, which will change the status from draft to sent and send out an email. You can also add an object action to mark an invoice as paid, which will change the status from sent to paid. Here, the conditon argument could be extra useful.
  • You can use object actions to implement a more explicit user interface to perform actions, similar to the functionality Django's default admin actions already provides for querysets. Normally these actions are only available in the changelist view via a dropdown box. With object actions, you can add them to the changeform view as well.
  • The confirmation argument can be used to add an extra confirmation step to an object action. This can be useful if the action is destructive or irreversible.
  • Object actions can be used to easily redirect users to different pages. For example, you could add an object action to redirect users viewing the details of an invoice to a page where they can pay the invoice or view the customer's details in an external CRM: return HttpResponseRedirect('https://crm.example.com/customer/{}'.format(obj.customer.id))

Available arguments for object_action

  • label: The label of the action button.
  • parameter_name: The name of the parameter that is used in the POST body to perform the action. Must be unique. Defaults to the name of the function, for example send_invoice will result in a parameter name of _send_invoice.
  • confirmation: A confirmation message that is alerted to the user when the action is performed. If None, no confirmation is required.
  • permission: A permission string that the user should have in order to perform the action. This check is done via request.user.has_perm(permission). Note that this does not use the admin has_<perm>_permission(request, obj) methods that might have been overwritten for your admin.
  • extra_classes: A list of extra classes that are added to the action button. For example, default will make the button appear as a primary button.
  • condition: A function that determines whether the action should be shown. It should take the object and the request as an argument and should return a boolean. If the function returns False, the action cannot be used. For example, you can use this to only show the action if the object is in a certain state: condition=lambda obj, request: obj.state == "draft".
  • display_as_disabled_if_condition_not_met: If True, the action button will be displayed as disabled if the condition is not met. If False, the action button will not be displayed at all if the condition is not met. Defaults to True.
  • log_message: A message that is logged when the action is performed. If None, no message is logged. For example, you can use this to log the action to the object's history: log_message="Invoice sent".
  • perform_after_saving: If True, the action is performed after any changes made in the object's form are saved. If False, the action is performed before the object is saved. Defaults to False.
  • include_in_queryset_actions: If True, the action is also available in the changelist view via the dropdown box. The action will run on all objects from the selected queryset and report how many were successful (returned a value that evaluates to True). If False, the action is only available in the changeform view. Defaults to True.
  • after_queryset_action_callable: A function that is called after the action has been performed on a queryset. It should take the request, the initial selected queryset, and the number of successful actions as arguments. For example, you can use this to redirect the user to a page that shows the results of the action: after_queryset_action_callable=lambda request, queryset, num_successful: HttpResponseRedirect('https://crm.example.com/invoices/?ids={}'.format(','.join([str(obj.id) for obj in queryset]))). Use this callable to report success messages to the user too. Note that this function is only called if the action was performed on a queryset, not if it was performed on a single object. Defaults to a method that shows a simple success message:
     msg = gettext("Applied '%(action_message)s' on %(count)s %(name)s.") % {
         "action_message": action.label,
         "count": count,
         "name": model_ngettext(self.opts, count),
     }
     self.message_user(request, msg, messages.SUCCESS)
    

Return values for object actions

The actual action should return either None (or not return anything), or a HttpResponse object. If the action returns a HttpResponse object, the response is returned to the user instead of the default behavior of redirecting to the object's change page. This has the following implications:

  • If perform_after_saving is set to False and your action returns a HttpResponse object, only the action will be executed, but any changes made in the form will not be processed.
  • If perform_after_saving is set to False and your action returns no HttpResponse object (like None or False), the action will be executed and afterwards, the form data will be processed. This means that the action will be executed even if the form data is invalid. This can result in unexpected behaviour if the action changes the object in a way that is not compatible with the form data.
  • If perform_after_saving is set to True, first any changes made in the form will be processed and then the action will be executed. Depending on the action's return value, the user will either be redirected to the object's change page or the response returned by the action will be returned to the user. Note that the condition will be re-evaluated after the form data is processed, so the action might not actually be performed if the condition is not met anymore!

The action's return value is also used to determine whether running the action was successful or not, when the action is performed on a queryset. If the action returns anything else that evaluates to True, the action is considered successful. If the action returns None or anything that evaluates to False, the action is considered unsuccessful.

A good practice would thus be:

def reject(self, request, obj):
    if not obj.accepted == False:
        obj.accepted = False
        obj.save()
        return redirect('some_url')
    return False

This return value will evaluate to True if the object was rejected, and False if it was already rejected. Moreover, it will redirect if the object was rejected, and not redirect (so stay on the page) if it was already rejected. This way, the user will be redirected to the new page if the action was successful, and will stay on the current page if the action was unsuccessful.

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