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Reusable Django application for hierarchical organizations.

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# django-orghierarchy

Reusable Django application for hierarchical organizations

# Installation

  1. pip install django-orghierarchy

  2. Add django_orghierarchy to INSTALLED_APPS

  3. If you wish to use your own Django model as data source model (the same way you hot-swap your own user model in Django), add DJANGO_ORGHIERARCHY_DATASOURCE_MODEL = ‘yourapp.DataSource’ to your project settings. Otherwise, the barebones Django model DataSource at django_orghierarchy/models.py is used, it contains the fields a data source model must contain to be used with django-orghierarchy. Similarly, django-orghierarchy links to your user model, so AUTH_USER_MODEL must be defined in Django project settings as always.

  4. Run migrations

`bash python manage.py migrate django_orghierarchy `

# Usage

The Organization class is the main feature of django-orghierarchy. We use [django-mptt](https://github.com/django-mptt/django-mptt/) to implement an organization hierarchy that can be as deep as you wish. Each organization has a name, a data source (referring to the system the organization data is from), origin_id (referring to organization id in the original data source), founding date and dissolution date, status (normal or affiliated), a place in a forest of organization trees, and possibly a replacement organization, which means a link to any other organization across the trees (making the forest strictly a directed graph, not a bunch of trees). Replacement organization allows linking dissolved organization structures to new ones so that old user rights are automatically transferred across the hierarchy to the replacing organization.

Each organization may have admin_users and regular_users, which are linked to your Django user model. Also, an organization may have sub_organizations and affiliated_organizations. You may have any number of top level organizations. Also, some extra user permissions are defined, i.e. add_affiliated_organization, change_affiliated_organization, delete_affiliated_organization, replace_organization and change_organization_regular_users. These permissions are for adding regular users and affiliated organizations in Django-admin, and creating replacement links, without being allowed to touch the admin users or the existing organization hierarchy. Affiliated organizations usually have more limited rights than normal organizations within the hierarchy; they are meant for external organizations you collaborate with and wish to grant limited rights to.

Your desired user rights and permissions for each user group in each level of the organization depend on your application details, so you should implement your own user rights checks depending on your needs. You may e.g. create a user model permissions mixin that uses information on the user organization, as done in [Linkedevents permissions](https://github.com/City-of-Helsinki/linkedevents/blob/master/events/permissions.py) and [Linkedevents user model](https://github.com/City-of-Helsinki/linkedevents/blob/master/helevents/models.py). The user rights model is originally specified [here](https://github.com/City-of-Helsinki/linkedevents/issues/235).

You may import an existing organization hierarchy from a REST API corresponding to the [6Aika Paatos decisionmaking API specification](https://github.com/6aika/api-paatos), based on the [Popolo project](http://www.popoloproject.com/), with the included importer, for example: `bash python manage.py import_organizations "https://api.hel.fi/paatos/v1/organization/" `

You may give the organization data source a specific id to correspond to your own data source model ids in your project: `bash python manage.py import_organizations "https://api.hel.fi/paatos/v1/organization/" -s original_id:imported_id `

Otherwise, the data source id in the original API is used for the imported organizations (helsinki in the Helsinki API).

# Development

Install requirements.

`bash # Package requirements pip install -e . # Development requirements pip install -r requirements.txt `

## Tests

### Unit tests

Run the tests.

`bash pytest `

Run the tests with coverage report.

`bash pytest --cov-report html --cov . `

Open htmlcov/index.html for the coverage report.

### Running tests against multiple environments

You can run the tests against multiple environments by using [tox](https://tox.readthedocs.io/en/latest/). Install tox globally and run:

`bash tox `

Use the -f option to specify target environments.

`bash # Target only Python 3.9 environments tox -f py39 # Target Python 3.9 and Django 4.2 tox -f py39 django42 `

### Integration tests

We need to provide different settings files for the test as the setting variables for swappable model are only evaluated the first time the module is imported. Integration tests are skipped by default.

Run the integration tests. `bash pytest -m custom_ds --ds=tests.test_app.settings_custom_ds pytest -m custom_pk_ds --ds=tests.test_app.settings_custom_pk_ds `

## Code format

This project uses [black](https://github.com/ambv/black), [flake8](https://github.com/pycqa/flake8) and [isort](https://github.com/timothycrosley/isort) for code formatting and quality checking. Project follows the basic black config, without any modifications.

Basic black commands:

  • To let black do its magic: black .

  • To see which files black would change: black –check .

[pre-commit](https://pre-commit.com/) can be used to install and run all the formatting tools as git hooks automatically before a commit.

## Git blame ignore refs

Project includes a .git-blame-ignore-revs file for ignoring certain commits from git blame. This can be useful for ignoring e.g. formatting commits, so that it is more clear from git blame where the actual code change came from. Configure your git to use it for this project with the following command:

`shell git config blame.ignoreRevsFile .git-blame-ignore-revs `

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