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Wizard based on z3c.form for for Zope3

Project description

This package provides a form wizard concept based on z3c.form for Zope3.

Wizard

The goal of this package is to offer a form wizard. This implementation doesn’t use a session. It just offers the wizard logic, the data which the wizard will change or add is not a part of this implementation. If you like to implement some additional wizard logic you probably need to use a session and collect the values in the different wizard steps and create and add an object in the wizard’s doComplete or doFinish or the step’s doComplete method.

All steps are available by their own url. This allows us to cache each step if needed. Each step url is only available if we are allowed to access a step. If a step is accessible depends on the conditions of each step.

Since steps are adapters, we can register steps for already existing wizards or we can also override existing steps by registering a UnavailableStep step which always will return False for the available argument.

If the wizard is completed we get redirected to the confirmation page. If we access a completed wizard again, we will get redirected to the confirmation page again.

Now let’s show how this works and setup our tests.

Form support

We need to load the formui configuration, which will make sure that all macros get registered correctly:

>>> from zope.configuration import xmlconfig
>>> import z3c.form
>>> import z3c.formui
>>> import z3c.macro
>>> import z3c.template
>>> import zope.browserresource
>>> import zope.component
>>> import zope.i18n
>>> import zope.security
>>> import zope.viewlet
>>> xmlconfig.XMLConfig('meta.zcml', z3c.form)()
>>> xmlconfig.XMLConfig('meta.zcml', z3c.macro)()
>>> xmlconfig.XMLConfig('meta.zcml', z3c.template)()
>>> xmlconfig.XMLConfig('meta.zcml', zope.browserresource)()
>>> xmlconfig.XMLConfig('meta.zcml', zope.component)()
>>> xmlconfig.XMLConfig('meta.zcml', zope.i18n)()
>>> xmlconfig.XMLConfig('meta.zcml', zope.security)()
>>> xmlconfig.XMLConfig('meta.zcml', zope.viewlet)()
>>> xmlconfig.XMLConfig('configure.zcml', z3c.form)()
>>> xmlconfig.XMLConfig('configure.zcml', z3c.formui)()

And load the z3c.wizard macro configuration:

>>> import z3c.wizard
>>> xmlconfig.XMLConfig('configure.zcml', z3c.wizard)()

Sample data setup

Let’s define a sample content class:

>>> import zope.interface
>>> import zope.schema
>>> from zope.location.interfaces import ILocation
>>> from zope.schema.fieldproperty import FieldProperty
>>> class IPerson(ILocation):
...     """Person interface."""
...
...     firstName = zope.schema.TextLine(title=u'First Name')
...     lastName = zope.schema.TextLine(title=u'Last Name')
...     street = zope.schema.TextLine(title=u'Street')
...     city = zope.schema.TextLine(title=u'City')
>>> @zope.interface.implementer(IPerson)
... class Person(object):
...     """Person content."""
...
...
...     __name__ = __parent__ = None
...
...     firstName = FieldProperty(IPerson['firstName'])
...     lastName = FieldProperty(IPerson['lastName'])
...     street = FieldProperty(IPerson['street'])
...     city = FieldProperty(IPerson['city'])

Setup a person for our wizard:

>>> person = Person()
>>> root['person'] = person
>>> person.__parent__ = root
>>> person.__name__ = u'person'

Step

Let’s define some steps. First use a step which knows how to store the name of a person:

>>> from z3c.form import form
>>> from z3c.form import field
>>> from z3c.wizard import step
>>> class PersonStep(step.EditStep):
...     label = u'Person'
...     fields = field.Fields(IPerson).select('firstName', 'lastName')

And another step for collect some address data:

>>> class AddressStep(step.EditStep):
...     label = u'Address'
...     fields = field.Fields(IPerson).select('street', 'city')

Wizard

Now we can define our Wizard including our steps. Steps are named adapters. Let’s use the global method addStep for doing the step setup:

>>> from z3c.wizard import wizard
>>> class IPersonWizard(z3c.wizard.interfaces.IWizard):
...     """Person wizard marker."""
>>> @zope.interface.implementer(IPersonWizard)
... class PersonWizard(wizard.Wizard):
...
...     label = u'Person Wizard'
...
...     def setUpSteps(self):
...         return [
...             step.addStep(self, 'person', weight=1),
...             step.addStep(self, 'address', weight=2),
...             ]

As next, we need to register our steps as named IStep adapters. This can be done by the z3c:wizardStep directive. Let’s define our adapters with the provideAdapter method for now:

>>> import zope.interface
>>> from zope.publisher.interfaces.browser import IDefaultBrowserLayer
>>> from zope.publisher.interfaces.browser import IBrowserRequest
>>> import z3c.wizard.interfaces
>>> zope.component.provideAdapter(
...     PersonStep, (None, IBrowserRequest, None),
...     z3c.wizard.interfaces.IStep, name='person')
>>> zope.component.provideAdapter(
...     AddressStep, (None, IBrowserRequest, None),
...     z3c.wizard.interfaces.IStep, name='address')

We need to support the div form layer for our request. This is needed for the form part we use in our steps. Because our steps are forms:

>>> from z3c.formui.interfaces import IDivFormLayer
>>> from zope.interface import alsoProvides
>>> import zope.publisher.browser
>>> import z3c.form.interfaces
>>> @zope.interface.implementer(z3c.form.interfaces.IFormLayer)
... class TestRequest(zope.publisher.browser.TestRequest):
...     pass
>>> request = TestRequest()
>>> alsoProvides(request, IDivFormLayer)

Now we can use our wizard. Our wizard will allways force to traverse to the current active step. This means the wizard provides a browserDefault which returns the default step instead of rendering the wizard as view. This allows us to use the step as an adapter discriminator for viewlets and other adapters like the menu implementation uses. The wizard acts like a dispatcher to the right step and not as a view itself.

>>> personWizard = PersonWizard(person, request)
>>> personWizard.__parent__ = person
>>> personWizard.__name__ = u'wizard'

Now get the default view (step) arguments from the wizard:

>>> obj, names = personWizard.browserDefault(request)
>>> obj
<PersonWizard 'wizard'>
>>> names
('person',)

Now traverse to the step, update and render it:

>>> personStep = obj.publishTraverse(request, names[0])
>>> personStep.update()
>>> print(personStep.render())
<div class="wizard">
    <div class="header">Person Wizard</div>
    <div class="wizardMenu">
      <span class="selected">
          <span>Person</span>
      </span>
      <span>
          <a href="http://127.0.0.1/person/wizard/address">Address</a>
      </span>
    </div>
  <form action="http://127.0.0.1" method="post" enctype="multipart/form-data" class="edit-form" id="form" name="form">
      <div class="viewspace">
          <div class="label">Person</div>
          <div class="required-info">
            <span class="required">*</span>&ndash; required
          </div>
        <div class="step">
          <div id="form-widgets-firstName-row" class="row required">
              <div class="label">
                <label for="form-widgets-firstName">
                  <span>First Name</span>
                  <span class="required">*</span>
                </label>
              </div>
              <div class="widget">
    <input id="form-widgets-firstName" name="form.widgets.firstName" class="text-widget required textline-field" value="" type="text" />
</div>
          </div>
          <div id="form-widgets-lastName-row" class="row required">
              <div class="label">
                <label for="form-widgets-lastName">
                  <span>Last Name</span>
                  <span class="required">*</span>
                </label>
              </div>
              <div class="widget">
    <input id="form-widgets-lastName" name="form.widgets.lastName" class="text-widget required textline-field" value="" type="text" />
</div>
          </div>
        </div>
          <div>
            <div class="buttons">
              <span class="back">
              </span>
              <span class="step">
<input id="form-buttons-apply" name="form.buttons.apply" class="submit-widget button-field" value="Apply" type="submit" />
              </span>
              <span class="forward">
<input id="form-buttons-next" name="form.buttons.next" class="submit-widget button-field" value="Next" type="submit" />
              </span>
            </div>
          </div>
      </div>
  </form>
</div>

We can’t go to the next step if we not complete the first step:

>>> request = TestRequest(form={'form.buttons.next': 'Next'})
>>> alsoProvides(request, IDivFormLayer)
>>> personWizard = PersonWizard(person, request)
>>> personWizard.__parent__ = person
>>> personWizard.__name__ = u'wizard'
>>> personStep = personWizard.publishTraverse(request, names[0])
>>> personStep.update()
>>> print(personStep.render())
<div class="wizard">
...
  <div class="summary">There were some errors.</div>
...
  <div class="error">Required input is missing.</div>
...
  <div class="error">Required input is missing.</div>
...

We can complete this step if we fill in the required values and click next:

>>> request = TestRequest(form={'form.widgets.firstName': u'Roger',
...                             'form.widgets.lastName': u'Ineichen',
...                             'form.buttons.next': 'Next'})
>>> alsoProvides(request, IDivFormLayer)
>>> personWizard = PersonWizard(person, request)
>>> personWizard.__parent__ = person
>>> personWizard.__name__ = u'wizard'
>>> personStep = personWizard.publishTraverse(request, names[0])
>>> personStep.update()
>>> print(personStep.render())

As you can see the step get processed and the wizard will redirect to the next step using the response redirect concept:

>>> personWizard.nextURL
'http://127.0.0.1/person/wizard/address'

Let’s access the next step using the traverser. This will setup the next step and them.

>>> request = TestRequest()
>>> alsoProvides(request, IDivFormLayer)
>>> personWizard = PersonWizard(person, request)
>>> personWizard.__parent__ = person
>>> personWizard.__name__ = u'wizard'

As you can see we see our next step is the address step:

>>> addressStep = personWizard.publishTraverse(request, 'address')
>>> addressStep
<AddressStep 'address'>

Update and render it:

>>> addressStep.update()
>>> print(addressStep.render())
<div class="wizard">
    <div class="header">Person Wizard</div>
    <div class="wizardMenu">
      <span>
          <a href="http://127.0.0.1/person/wizard/person">Person</a>
      </span>
      <span class="selected">
          <span>Address</span>
      </span>
    </div>
  <form action="http://127.0.0.1" method="post" enctype="multipart/form-data" class="edit-form" id="form" name="form">
      <div class="viewspace">
          <div class="label">Address</div>
          <div class="required-info">
            <span class="required">*</span>&ndash; required
          </div>
        <div class="step">
          <div id="form-widgets-street-row" class="row required">
              <div class="label">
                <label for="form-widgets-street">
                  <span>Street</span>
                  <span class="required">*</span>
                </label>
              </div>
              <div class="widget">
    <input id="form-widgets-street" name="form.widgets.street" class="text-widget required textline-field" value="" type="text" />
</div>
          </div>
          <div id="form-widgets-city-row" class="row required">
              <div class="label">
                <label for="form-widgets-city">
                  <span>City</span>
                  <span class="required">*</span>
                </label>
              </div>
              <div class="widget">
    <input id="form-widgets-city" name="form.widgets.city" class="text-widget required textline-field" value="" type="text" />
</div>
          </div>
        </div>
          <div>
            <div class="buttons">
              <span class="back">
<input id="form-buttons-back" name="form.buttons.back" class="submit-widget button-field" value="Back" type="submit" />
              </span>
              <span class="step">
<input id="form-buttons-apply" name="form.buttons.apply" class="submit-widget button-field" value="Apply" type="submit" />
              </span>
              <span class="forward">
              </span>
            </div>
          </div>
      </div>
  </form>
</div>

Wizard and Step directive

Show how we can use the wizard and wizardStep directives. Register the meta configuration for the directive.

>>> import sys
>>> from zope.configuration import xmlconfig
>>> import z3c.wizard
>>> context = xmlconfig.file('meta.zcml', z3c.wizard)

We need also a custom wizard class:

>>> import z3c.wizard
>>> class MyWizard(z3c.wizard.wizard.Wizard):
...     """Custom wizard"""

Make them available under the fake package custom:

>>> sys.modules['custom'] = type(
...     'Module', (),
...     {'MyWizard': MyWizard})()

Register a wizard within the directive with minimal attributes:

>>> context = xmlconfig.string("""
... <configure
...     xmlns:z3c="http://namespaces.zope.org/z3c">
...   <z3c:wizard
...       name="wizard"
...       class="custom.MyWizard"
...       permission="zope.Public"
...       />
... </configure>
... """, context)

Now define a step,

>>> import z3c.wizard
>>> class FirstStep(z3c.wizard.step.Step):
...     """First step"""

register the new step classes in the custom module

>>> sys.modules['custom'].FirstStep = FirstStep

and use them in the wizardStep directive:

>>> context = xmlconfig.string("""
... <configure
...     xmlns:z3c="http://namespaces.zope.org/z3c">
...   <z3c:wizardStep
...       name="first"
...       wizard="custom.MyWizard"
...       class="custom.FirstStep"
...       permission="zope.Public"
...       />
... </configure>
... """, context)

Let’s get the wizard

>>> import zope.component
>>> from zope.publisher.browser import TestRequest
>>> wizard = zope.component.queryMultiAdapter((object(), TestRequest()),
...     name='wizard')

and check it:

>>> wizard
<MyWizard 'wizard'>
>>> z3c.wizard.interfaces.IWizard.providedBy(wizard)
True

Let’s get the wizard step

>>> import zope.component
>>> from zope.publisher.browser import TestRequest
>>> firstStep = zope.component.queryMultiAdapter(
...     (object(), TestRequest(), wizard), name='first')

and check it

>>> firstStep
<FirstStep 'first'>
>>> firstStep.context
<object object at ...>
>>> firstStep.wizard
<MyWizard 'wizard'>
>>> z3c.wizard.interfaces.IStep.providedBy(firstStep)
True
>>> z3c.wizard.interfaces.IWizard.providedBy(firstStep.wizard)
True

Clean up the custom module:

>>> del sys.modules['custom']

CHANGES

1.1 (2019-01-27)

  • Add support for Python 3.7.

1.0 (2017-06-16)

  • Add support for Python 3.4 up to 3.6, PyPy2 and PyPy3.

0.9.1 (2011-10-28)

  • Using Python’s doctest module instead of depreacted zope.testing.doctest.
  • Allowing in step complete check that values are not existing on context. This is consistent with the way z3c.form handles not existing values.

0.9.0 (2009-12-29)

  • Avoid z3c.form.testing in tests: It depends on lxml, but lxml features are not needed here.
  • Using requiredInfo property to render the information about required fields. This property returns an i18n message id making the information translateable.

0.8.0 (2009-11-30)

  • Adjusted dependencies, reflecting changes in zope packages: use new packages and skip dependency to zope.app.publisher.

0.7.1 (2009-10-27)

  • Bugfix for z3c.form 2.2.0 changes. Removed name definition in Step class. This will prevent to run into an error based on the z3c.form changes.

0.7.0 (2009-08-15)

  • Added support for field groups in step template. (Copied over from z3c.formui.)
  • There were two metal define-slots named header. Renamed the first one to wizard-header.

0.6.0 (2009-07-10)

  • Remove dependency on z3c.i18n as it wasn’t really used and we can easily recreate a message factory for the “z3c” domain.
  • Fixed tests to work with z3c.form 2.0.
  • Added another doctest to the long_description.
  • Changed package’s mailing list address to zope-dev at zope.org instead of the retired zope3-dev one.

0.5.0 (2009-02-22)

  • Initial Release

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