okfn-iati 0.3.0

A Python library for working with IATI XML data according to the IATI 2.03 standard

Note: This library is under development and in Beta status.

OKFN IATI XML Handler

A Python library for working with IATI XML data according to the IATI 2.03 standard.

Features

• Data models that represent IATI XML elements with validation
• XML generator to create valid IATI XML from Python objects
• Support for IATI 2.03 standard
• Enums for standardized code lists
• Data validation to ensure compliance with the standard

Installation

pip install okfn-iati

Usage

Creating an IATI Activity

from okfn_iati import (
    # Main models
    Activity, Narrative, OrganizationRef, ParticipatingOrg, ActivityDate,
    Location, LocationIdentifier, DocumentLink,
    Budget, Transaction, IatiActivities,

    # Enums - use these constants instead of strings
    ActivityStatus, ActivityDateType, TransactionType, BudgetType, BudgetStatus,
    OrganisationRole, OrganisationType, LocationID, DocumentCategory,
    SectorCategory,

    # Generator
    IatiXmlGenerator
)

# Define reporting organization identifier (following IATI standard format)
reporting_org_id = "XM-DAC-12345"

# Create an IATI Activity
activity = Activity(
    # The activity identifier should begin with the reporting org identifier 
    # followed by a hyphen and a unique string: {org-id}-{activity-unique-id}
    iati_identifier=f"{reporting_org_id}-PROJECT001",
    reporting_org=OrganizationRef(
        ref=reporting_org_id,  # Must match the prefix of the activity identifier
        type=OrganisationType.GOVERNMENT.value,
        narratives=[Narrative(text="Example Organization")]
    ),
    title=[Narrative(text="Example Project")],
    description=[{
        "type": "1", 
        "narratives": [
            Narrative(text="This is an example project description")
        ]
    }],
    activity_status=ActivityStatus.IMPLEMENTATION,
    activity_dates=[
        ActivityDate(
            type=ActivityDateType.PLANNED_START,
            iso_date="2023-01-01",
            narratives=[Narrative(text="Planned start date")]
        ),
        ActivityDate(
            type=ActivityDateType.ACTUAL_START,
            iso_date="2023-01-15"
        )
    ],
    participating_orgs=[
        ParticipatingOrg(
            role=OrganisationRole.FUNDING,
            ref="XM-EXAMPLE-FUNDER",
            type=OrganisationType.GOVERNMENT.value,
            narratives=[Narrative(text="Example Funding Organization")]
        ),
        ParticipatingOrg(
            role=OrganisationRole.IMPLEMENTING,
            ref="XM-EXAMPLE-IMPL",
            narratives=[Narrative(text="Example Implementing Organization")]
        )
    ],
    # Required: recipient country or region
    recipient_countries=[
        {
            "code": "KE",
            "percentage": 100,
            "narratives": [Narrative(text="Kenya")]
        }
    ],
    locations=[
        Location(
            location_id=LocationIdentifier(
                vocabulary=LocationID.GEONAMES,
                code="1234567"
            ),
            name=[Narrative(text="Example Location")]
        )
    ],
    # Required: sector information
    sectors=[
        {
            "code": "11110",  # Education policy and administrative management
            "vocabulary": "1",  # DAC vocabulary
            "percentage": 100
        }
    ],
    budgets=[
        Budget(
            type=BudgetType.ORIGINAL,
            status=BudgetStatus.INDICATIVE,
            period_start="2023-01-01",
            period_end="2023-12-31",
            value=100000.00,
            currency="USD",
            value_date="2023-01-01"  # Added required value_date
        )
    ],
    transactions=[
        Transaction(
            type=TransactionType.DISBURSEMENT,
            date="2023-03-15",
            value=50000.00,
            currency="USD",
            value_date="2023-03-15"  # Added required value_date
        )
    ],
    document_links=[
        DocumentLink(
            url="https://example.org/docs/report.pdf",
            format="application/pdf",
            title=[Narrative(text="Project Report")],
            categories=[DocumentCategory.OBJECTIVES]
        )
    ],
    default_currency="USD",
)

# Create an IATI Activities container
iati_activities = IatiActivities(
    version="2.03",
    activities=[activity]
)

# Generate XML
generator = IatiXmlGenerator()
xml_string = generator.generate_iati_activities_xml(iati_activities)

# Save to file
generator.save_to_file(iati_activities, "example_activity.xml")

Validation with IATI Validator

The XML generated by this library follows the IATI schema and ruleset requirements. To validate your XML:

1. Generate your XML file using this library
2. Upload it to the IATI Validator
3. Check that it passes both schema validation and IATI ruleset validation

You can validate IATI XML using the built-in IatiValidator class:

from okfn_iati import IatiValidator

# Create a validator
validator = IatiValidator()

# Validate XML string
with open("example_activity.xml", "r") as f:
    xml_string = f.read()
    is_valid, errors = validator.validate(xml_string)
    
    if is_valid:
        print("XML is valid!")
    else:
        print("XML validation errors:")
        for schema_error in errors['schema_errors']:
            print(f"  Schema error: {schema_error}")
        for ruleset_error in errors['ruleset_errors']:
            print(f"  Ruleset error: {ruleset_error}")

Start your IATI project

You can start by creating a CSV file and this library will process it to generate valid IATI XML files.
Read the docs in english or spanish to learn how to do it.