openimis-be-individual 1.3.1

The openIMIS Backend individual reference module.

openIMIS Backend individual reference module

This repository holds the files of the openIMIS Backend Individual reference module. It is dedicated to be deployed as a module of openimis-be_py.

ORM mapping:

• individual_individual, individual_historicalindividual > Individual
• individual_individualdatasource, individual_historicalindividualdatasource > IndividualDataSource
• individual_individualdatasourceupload, individual_historicalindividualdatasourceupload > IndividualDataSourceUpload
• individual_group, individual_historicalgroup > Group
• individual_groupindividual, individual_historicalgroupindividual > GroupIndividual

GraphQl Queries

• individual
• individualDataSource
• individualDataSourceUpload
• group
• groupIndividual
• groupExport
• individualExport
• groupIndividualExport

GraphQL Mutations - each mutation emits default signals and return standard error lists (cfr. openimis-be-core_py)

• createIndividual
• updateIndividual
• deleteIndividual
• createGroup
• updateGroup
• deleteGroup
• addIndividualToGroup
• editIndividualInGroup
• removeIndividualFromGroup
• createGroupIndividuals

Services

• Individual
  • create
  • update
  • delete
• IndividualDataSource
  • create
  • update
  • delete
• Group
  • create
  • update
  • delete
  • create_group_individuals
  • update_group_individuals
• GroupIndividualService
  • create
  • update
  • delete

Configuration options (can be changed via core.ModuleConfiguration)

• gql_individual_search_perms: required rights to call individual GraphQL Query (default: ["159001"])
• gql_individual_create_perms: required rights to call createIndividual GraphQL Mutation (default: ["159002"])
• gql_individual_update_perms: required rights to call updateIndividual GraphQL Mutation (default: ["159003"])
• gql_individual_delete_perms: required rights to call deleteIndividual GraphQL Mutation (default: ["159004"])
• gql_group_search_perms: required rights to call group GraphQL Mutation (default: ["180001"])
• gql_group_create_perms: required rights to call createGroup and addIndividualToGroup and createGroupIndividuals GraphQL Mutation (default: ["180002"])
• gql_group_update_perms: required rights to call updateGroup and editIndividualInGroup GraphQL Mutation (default: ["180003"])
• gql_group_delete_perms: required rights to call deleteGroup and removeIndividualFromGroup GraphQL Mutation (default: ["180004"])

openIMIS Modules Dependencies

• core

Enabling Python Workflows

Module comes with simple workflows for individual data upload. They should be used for the development purposes, not in production environment. To activate these Python workflows, a configuration change is required. Specifically, the enable_python_workflows parameter to true within module config.

Workflows:

• individual upload

Additional Field Definition

Individual model comes with a minimal set of fields: first_name, last_name, dob. To add additional fields, define them in the backend admin interface by adding a Module configuration for individual:

1. In the web app, visit URL path /api/admin/core/moduleconfiguration in browser
2. Click on ADD MODULE CONFIGURATION
3. Fill in the form with the following values:
   • Module: individual
   • Layer: backend
   • Version: 1
   • Config: {"individual_schema": "{\"$id\": \"https://example.com/beneficiares.schema.json\", \"type\": \"object\", \"title\": \"Record of beneficiares\", \"$schema\": \"http://json-schema.org/draft-04/schema#\", \"properties\": {\"email\": {\"type\": \"string\", \"description\": \"email address to contact with beneficiary\", \"validationCalculation\": {\"name\": \"EmailValidationStrategy\"}}, \"able_bodied\": {\"type\": \"boolean\", \"description\": \"Flag determining whether someone is able bodied or not\"}, \"national_id\": {\"type\": \"string\", \"description\": \"national id\"}, \"educated_level\": {\"type\": \"string\", \"description\": \"The level of person when it comes to the school/education/studies\"}, \"chronic_illness\": {\"type\": \"boolean\", \"description\": \"Flag determining whether someone has such kind of illness or not\"}, \"national_id_type\": {\"type\": \"string\", \"description\": \"A type of national id\"}, \"number_of_elderly\": {\"type\": \"integer\", \"description\": \"Number of elderly\"}, \"number_of_children\": {\"type\": \"integer\", \"description\": \"Number of children\"}, \"beneficiary_data_source\": {\"type\": \"string\", \"description\": \"The source from where such beneficiary comes\"}}, \"description\": \"This document records the details beneficiares\"}"} Modify the Config value accordingly with your individual additional field definitions.
4. Click on SAVE

Generate dummy individuals for development

Requirements

• openimis-be_py repo is cloned and setup locally. Django command execution requires this repo.
• Ensure all dependencies are installed, see openimis-be_py README

First, generate a csv file with a list of individuals which can be used for uploading:

# go to the openimis-be_py repo, openIMIS folder
cd ../openimis-be_py/openIMIS/

python manage.py fake_individuals

The fake_individuals command generates 100 individuals using the sample individual_schema provided above. Feel free to modify the fields and number of individuals as needed. The last line of the output should provide the path to the temporary csv file that contains the list of dummy individuals.

Then upload the generated csv file in the web app:

• Go to "Social Protection" > "Individuals" > "UPLOAD" and select the generated csv as the file to upload.
• Choose "Python Import Individuals" as the Workflow, leave "Create groups from column:" empty, then click on UPLOAD INDIVIDUALS.
• Go to "Task Management" > "All Tasks", find and approve the import_valid_items task.
• Then you should see the list of individuals appear under "Social Protection" > "Individuals"