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Django library to create dynamic forms with configurable variantable restrictions.

Project description

django-offermaker library is a solution for Django applications, which allows to create multi variant offers and use them on your site.

Multi variant offer is a structure which defines dependencies between values for given set of fields.

Eg. for the fields credit contribution and number of instalments we have the following dependencies:

  • for 0% credit contribution, it is required to have maximum 12 instalments,

  • for 10%+ contribution, it is allowed to have 12-24 instalments,

  • and for 20%+ contribution, it is allowed to have 12-36 instalments.

Functions of django-offermaker

  • Create and edit multi variant offer by using Offermaker Admin Editor.

  • Display multi variant offer in tabular way by using Offermaker Template Tag.

  • Display form which dynamically adjusts to user filled values based on multi variant offer by using OfferMakerFormView Generic View.

  • Make decision which variant of multi variant offer is suitable for given parameters by using decide helper.

Changelog

  • 0.9.8

    • Selenium test for offermaker admin editor and offermaker form and bug fixes in supported Django and Python versions.

  • 0.9.7

    • Added Class Based View for offermaker form

    • Added decide() method

  • 0.9.5

    • Small bug fixes

  • 0.9.4

    • Django 1.7 support

    • Python 3 support

Support

  • Environments: Python 2.6, Python 2.7, Python 3.2, Python 3.3, Python 3.4, PyPy,

  • Django versions: Django 1.5, Django 1.6, Django 1.7 (Python 2.6 is not supported),

Demo application

  1. You can check it online http://offermaker.kjw.pt

  2. Or checkout and install locally:

    git clone git@github.com:kkujawinski/django-offermaker-demo.git

Quick start

  1. Install django-offermaker

    pip install django-offermaker
  2. Site configuration in settings.py

    INSTALLED_APPS = (
        ...
        'offermaker',
    )
  3. Create Django form with needed fields:

    from django import forms
    
    class MyForm(forms.Form):
        product = forms.ChoiceField(
            label='Product',
            choices=(
                ('', '---'), ('PROD1', 'Product X'), ('PROD2', 'Product Y'), ('PROD3', 'Product Z'),
            ),
            required=False)
        crediting_period = forms.ChoiceField(
            label='Crediting period',
            choices=(('', '---'), ('12', '12'), ('24', '24'), ('36', '36'), ('48', '48')))
        interest_rate = forms.FloatField(label='Interest rate', min_value=1, max_value=5)
        contribution = forms.FloatField(label='Contribution', min_value=0)
    
        # # Uncomment for Django 1.5
        # def __init__(self, *args, **kwargs):
        #     super(MyForm, self).__init__(*args, **kwargs)
        #     self.fields['interest_rate'].widget.attrs['data-om-type'] = 'number'
        #     self.fields['interest_rate'].widget.attrs['data-om-min'] = 1
        #     self.fields['interest_rate'].widget.attrs['data-om-max'] = 5
        #     self.fields['contribution'].widget.attrs['data-om-type'] = 'number'
        #     self.fields['contribution'].widget.attrs['data-om-min'] = 0
  4. Define your offer (in case you do not store it in database):

    offer = {
        'params': {},
        'variants': [[
            {
                'params': {
                    'crediting_period': ['24'],
                    'product': ['PROD1']
                }
            }, {
                'params': {
                    'crediting_period': ['12', '36', '48'],
                    'product': ['PROD2']
                }
            }, {
                'params': {
                    'product': ['PROD3']
                }
            }
        ], [
            {
                'params': {
                    'contribution': [[10, 20]],
                    'interest_rate': [[2, 2]],
                    'product': ['PROD1']
                }
            }, {
                'params': {
                    'contribution': [[30, 40]],
                    'interest_rate': [[4, 4]],
                    'product': ['PROD1']
                }
            }, {
                'params': {
                    'contribution': [[30, 70]],
                    'interest_rate': [[5, 5]],
                    'product': ['PROD2', 'PROD3']
                }
            }
        ]]
    }
  5. Offer form:

  1. Use dispatcher code in Django view

    import offermaker
    
    class MyOfferFormView(offermaker.OfferMakerFormView):
        form_class = MyForm
        offermaker_offer = offer
        template_name = 'my_offer_form_view.html'
    
    my_offer_form_view = MyOfferFormView.as_view()
  2. Initialize offerform in template

    <head>
    {% load offermaker %}
    <script type="text/javascript" src="http://code.jquery.com/jquery-1.10.2.min.js"></script>
    {% offermaker_javascript %}
    </head>
    
    <body>
    
    <form action="?" method="post" id="offer_form">
        <div class="alert-placeholder" style="height: 30px;"></div>
        {% csrf_token %}
        {{ form.as_p }}
        <button type="submit">Submit</button>
    </form>
    
    
    <script type="text/javascript">
        (function() {
            $('#offer_form').offer_form();
        })();
    </script>
  1. Offer preview with Offermaker Template Tag

  1. Pass offer form object from view to template:

    class MyOfferPreviewView(TemplateView):
        template_name = 'offer_preview.html'
    
        def get_context_data(self):
            output = super(MyOfferPreviewView, self).get_context_data()
            output['offer'] = offermaker.OfferMakerCore(MyForm, offer)
            return output
  2. Use proper template tag in template to print table:

    {% load offermaker %}
    
    {% offermaker_preview offer %}
  1. Offermaker Admin Editor:

  1. Use OfferJSONField field in your model. Remember to pass your django form created in 3.:

    import offermaker
    
    class MyOfferMakerField(offermaker.OfferJSONField):
        form_object = MyForm()
    
    class MyOffer(models.Model):
        id = models.AutoField(primary_key=True)
        name = models.CharField(max_length=30)
        offer = MyOfferMakerField()
  2. Create your own Admin Site for model:

    import models
    
    class OfferAdmin(admin.ModelAdmin):
        list_display = ('name',)
        search_fields = ('name', 'user')
        fields = ('name', 'offer')
    
        # # Uncomment for Django 1.5
        # class Media:
        #     js = ('//code.jquery.com/jquery-1.11.0.min.js',)
    
    
    admin.site.register(models.Offer, OfferAdmin)
  1. Decide helper:

    core_object = offermaker.OfferMakerCore(MyForm, offer)
    
    result = core_object.decide({'crediting_period': 24})
    print(result['product'].items)
    # frozenset({'PROD1', 'PROD3'})
    print(result['interest_rate'].ranges)
    # frozenset({(4, 4), (5, 5), (2, 2)})
    print(result['contribution'].ranges)
    # frozenset({(10, 20), (30, 70)})
    
    result = core_object.decide({'crediting_period': 24, 'interest_rate': 2})
    print(result['product'].fixed)
    # PROD1

Basic customization

  1. Using offers stored in database:

  1. you need to pass proper offer object to Offermaker in form/preview view:

    offer = MyOffer.objects.filter(id=request.GET['id']).first()
    core_object = offermaker.OfferMakerCore(MyForm, offer.offer)
  2. and configure proper params to be used in ajax requests:

    $('#offer_form').offer_form({
        ajax_extra_params: function(params) {
            return { id: {{ request.GET.id }} };
        },
    });
  1. Substituting builtin formatters for infotip and error alerts:

    $('#offer_form').offer_form({
        error_alert_factory: function (msg) {
            var $error = $('<p class="error"><span>' + msg + '</span></p>');
            $('.alert-placeholder', $form).append($error);
            return $error;
        },
        tooltip_factory: function ($field, msg) {
            var $tooltip = $('<p class="infotip">' + msg + '</p>');
            $field.parent().append($tooltip);
            return $tooltip;
        }
    });
  2. Use builtin formatters for Twitter Bootstap3:

    (function() {
        $('#offer_form').offer_form({
            bootstrap3: true,
        });
    })();
  3. Customizing messages:

    (function() {
        $('#offer_form').offer_form({
            msgs: {
                'NO_VARIANTS': 'No matching variants',
                'INFO_ITEMS': 'Available values are: %s.',
                'INFO_FIXED': 'Only available value is %s.',
                'RANGE_left': 'to %2$s',
                'RANGE_right': 'from %1$s',
                'RANGE_both': 'from %1$s to %2$s',
                'AND': ' and '
            },
            iteration_str: function (items) {
                return items.slice(0, -2).concat(items.slice(-2).join(msgs.AND)).join(', ');
            }
        });
    })();
  4. Creating preview table for certain fields:

    {% offermaker_preview offer fields='product, crediting_period' %}
  5. Add html attributes to generated preview table:

    {% offermaker_preview offer class='table table-bordered' %}

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