django-admin-sortable-fixwin/README.rst

Django Admin Sortable
=====================

|PyPI version| |Python versions| |Build Status|

This project makes it easy to add drag-and-drop ordering to any model in
Django admin. Inlines for a sortable model may also be made sortable,
enabling individual items or groups of items to be sortable.

Sorting model instances with a sortable parent:

.. figure:: http://res.cloudinary.com/alsoicode/image/upload/v1451237555/django-admin-sortable/sortable-models.jpg
   :alt: sortable-models

   sortable-models

Sorting inlines:

.. figure:: http://res.cloudinary.com/alsoicode/image/upload/v1451237555/django-admin-sortable/sortable-inlines.jpg
   :alt: sortable-inlines

   sortable-inlines

Supported Django Versions
-------------------------

For Django 1.5.x to 1.7.x, use version 2.0.18.

For Django 1.8.x or higher, use the latest version.

Other notes of interest regarding versions
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

django-admin-sortable 1.5.2 introduced backward-incompatible changes for
Django 1.4.x

django-admin-sortable 1.6.6 introduced a backward-incompatible change
for the ``sorting_filters`` attribute. Please convert your attributes to
the new tuple-based format if you haven’t already.

django-admin-sortable 1.7.1 and higher are compatible with Python 3.

Installation
------------

1. ``$ pip install django-admin-sortable``

–or–

Download django-admin-sortable from
`source <https://github.com/iambrandontaylor/django-admin-sortable/archive/master.zip>`__

1. Unzip the directory and cd into the uncompressed project directory
2. 

   -  Optional: Enable your virtualenv

3. Run ``$ python setup.py install`` or add ``adminsortable`` to your
   PYTHONPATH.

Configuration
-------------

1. Add ``adminsortable`` to your ``INSTALLED_APPS``.
2. Ensure ``django.template.context_processors.static`` is in your
   ``TEMPLATES["OPTIONS"]["context_processors"]``.

   -  (In older versions of Django, ensure
      ``django.core.context_processors.static`` is in
      ``TEMPLATE_CONTEXT_PROCESSORS`` instead.)

3. Ensure that ``CSRF_COOKIE_HTTPONLY`` has not been set to ``True``, as
   django-admin-sortable is currently incompatible with that setting.

Static Media
~~~~~~~~~~~~

Preferred: Use the `staticfiles
app <https://docs.djangoproject.com/en/1.6/ref/contrib/staticfiles/>`__

Alternate: Copy the ``adminsortable`` folder from the ``static`` folder
to the location you serve static files from.

Testing
~~~~~~~

Have a look at the included sample_project to see working examples. The
login credentials for admin are: admin/admin

When a model is sortable, a tool-area link will be added that says
“Change Order”. Click this link, and you will be taken to the custom
view where you can drag-and-drop the records into order.

Inlines may be drag-and-dropped into any order directly from the change
form.

Usage
-----

Models
~~~~~~

To add “sortability” to a model, you need to inherit ``SortableMixin``
and at minimum, define:

-  The field which should be used for ``Meta.ordering``, which must
   resolve to one of the integer fields defined in Django’s ORM:
-  ``PositiveIntegerField``
-  ``IntegerField``
-  ``PositiveSmallIntegerField``
-  ``SmallIntegerField``
-  ``BigIntegerField``

-  ``Meta.ordering`` **must only contain one value**, otherwise, your
   objects will not be sorted correctly.
-  **IMPORTANT**: You must name the field you use for ordering something
   other than “order_field” as this name is reserved by the
   ``SortableMixin`` class.
-  It is recommended that you set ``editable=False`` and
   ``db_index=True`` on the field defined in ``Meta.ordering`` for a
   seamless Django admin experience and faster lookups on the objects.

Sample Model:

.. code:: python

    # models.py
    from adminsortable.models import SortableMixin

    class MySortableClass(SortableMixin):
        title = models.CharField(max_length=50)

        class Meta:
            verbose_name = 'My Sortable Class'
            verbose_name_plural = 'My Sortable Classes'
            ordering = ['the_order']



        # define the field the model should be ordered by
        the_order = models.PositiveIntegerField(default=0, editable=False, db_index=True)

        def __unicode__(self):
            return self.title

Support for models that don’t use an ``AutoField`` for their primary key
are also supported in version 2.0.20 or higher.

Common Use Case
^^^^^^^^^^^^^^^

A common use case is to have child objects that are sortable relative to
a parent. If your parent object is also sortable, here’s how you would
set up your models and admin options:

.. code:: python

    # models.py
    from adminsortable.fields import SortableForeignKey

    class Category(SortableMixin):
        class Meta:
            ordering = ['category_order']
            verbose_name_plural = 'Categories'

        title = models.CharField(max_length=50)

        # ordering field
        category_order = models.PositiveIntegerField(default=0, editable=False, db_index=True)

    class Project(SortableMixin):
        class Meta:
            ordering = ['project_order']

        category = SortableForeignKey(Category)
        title = models.CharField(max_length=50)

        # ordering field
        project_order = models.PositiveIntegerField(default=0, editable=False, db_index=True)

        def __unicode__(self):
            return self.title

    # admin.py
    from adminsortable.admin import SortableAdmin

    from your_app.models import Category, Project

    admin.site.register(Category, SortableAdmin)
    admin.site.register(Project, SortableAdmin)

Sometimes you might have a parent model that is not sortable, but has
child models that are. In that case define your models and admin options
as such:

.. code:: python

    from adminsortable.fields import SortableForeignKey

    # models.py
    class Category(models.Model):
        class Meta:
            verbose_name_plural = 'Categories'

        title = models.CharField(max_length=50)
        ...

    class Project(SortableMixin):
        class Meta:
            ordering = ['project_order']

        category = SortableForeignKey(Category)
        title = models.CharField(max_length=50)

        # ordering field
        project_order = models.PositiveIntegerField(default=0, editable=False, db_index=True)

        def __unicode__(self):
            return self.title

    # admin
    from adminsortable.admin import NonSortableParentAdmin, SortableStackedInline

    from your_app.models import Category, Project

    class ProjectInline(SortableStackedInline):
        model = Project
        extra = 1

    class CategoryAdmin(NonSortableParentAdmin):
        inlines = [ProjectInline]

    admin.site.register(Category, CategoryAdmin)

The ``NonSortableParentAdmin`` class is necessary to wire up the
additional URL patterns and JavaScript that Django Admin Sortable needs
to make your models sortable. The child model does not have to be an
inline model, it can be wired directly to Django admin and the objects
will be grouped by the non-sortable foreign key when sorting.

Backwards Compatibility
~~~~~~~~~~~~~~~~~~~~~~~

If you previously used Django Admin Sortable, **DON’T PANIC** -
everything will still work exactly as before ***without any changes to
your code***. Going forward, it is recommended that you use the new
``SortableMixin`` on your models, as pre-2.0 compatibility might not be
a permanent thing.

Please note however that the ``Sortable`` class still contains the
hard-coded ``order`` field, and meta inheritance requirements:

.. code:: python

    # legacy model definition

    from adminsortable.models import Sortable

    class Project(Sortable):
        class Meta(Sortable.Meta):
            pass
        title = models.CharField(max_length=50)

        def __unicode__(self):
            return self.title

Model Instance Methods
^^^^^^^^^^^^^^^^^^^^^^

Each instance of a sortable model has two convenience methods to get the
next or previous instance:

.. code:: python

        .get_next()
        .get_previous()

By default, these methods will respect their order in relation to a
``SortableForeignKey`` field, if present. Meaning, that given the
following data:

::

    | Parent Model 1 |               |
    |                | Child Model 1 |
    |                | Child Model 2 |
    | Parent Model 2 |               |
    |                | Child Model 3 |
    |                | Child Model 4 |
    |                | Child Model 5 |

“Child Model 2” ``get_next()`` would return ``None`` “Child Model 3”
``get_previous`` would return ``None``

If you wish to override this behavior, pass in:
``filter_on_sortable_fk=False``:

.. code:: python

        your_instance.get_next(filter_on_sortable_fk=False)

You may also pass in additional ORM “extra_filters” as a dictionary,
should you need to:

.. code:: python

        your_instance.get_next(extra_filters={'title__icontains': 'blue'})

Adding Sorting to an existing model
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Django 1.5.x to 1.6.x
^^^^^^^^^^^^^^^^^^^^^

If you’re adding Sorting to an existing model, it is recommended that
you use `django-south <http://south.areacode.com/>`__ to create a schema
migration to add the “order” field to your model. You will also need to
create a data migration in order to add the appropriate values for the
“order” column.

Example assuming a model named “Category”:

.. code:: python

    def forwards(self, orm):
        for index, category in enumerate(orm.Category.objects.all()):
            category.order = index + 1
            category.save()

See: `this
link <http://south.readthedocs.org/en/latest/tutorial/part3.html>`__ for
more information on South Data Migrations.

Django 1.7.x or higher
^^^^^^^^^^^^^^^^^^^^^^

Since schema migrations are built into Django 1.7, you don’t have to use
south, but the process of adding and running migrations is nearly
identical. Take a look at the
`Migrations <https://docs.djangoproject.com/en/1.7/topics/migrations/>`__
documentation to get started.

Django Admin Integration
~~~~~~~~~~~~~~~~~~~~~~~~

To enable sorting in the admin, you need to inherit from
``SortableAdmin``:

.. code:: python

    from django.contrib import admin
    from myapp.models import MySortableClass
    from adminsortable.admin import SortableAdmin

    class MySortableAdminClass(SortableAdmin):
        """Any admin options you need go here"""

    admin.site.register(MySortableClass, MySortableAdminClass)

To enable sorting on TabularInline models, you need to inherit from
SortableTabularInline:

.. code:: python

    from adminsortable.admin import SortableTabularInline

    class MySortableTabularInline(SortableTabularInline):
        """Your inline options go here"""

To enable sorting on StackedInline models, you need to inherit from
SortableStackedInline:

.. code:: python

    from adminsortable.admin import SortableStackedInline

    class MySortableStackedInline(SortableStackedInline):
       """Your inline options go here"""

There are also generic equivalents that you can inherit from:

.. code:: python

    from adminsortable.admin import (SortableGenericTabularInline,
        SortableGenericStackedInline)
        """Your generic inline options go here"""

If your parent model is *not* sortable, but has child inlines that are,
your parent model needs to inherit from ``NonSortableParentAdmin``:

.. code:: python

    from adminsortable.admin import (NonSortableParentAdmin,
        SortableTabularInline)

    class ChildTabularInline(SortableTabularInline):
        model = YourModel

    class ParentAdmin(NonSortableParentAdmin):
        inlines = [ChildTabularInline]

Overriding ``queryset()``
^^^^^^^^^^^^^^^^^^^^^^^^^

django-admin-sortable supports custom queryset overrides on admin models
and inline models in Django admin!

If you’re providing an override of a SortableAdmin or Sortable inline
model, you don’t need to do anything extra. django-admin-sortable will
automatically honor your queryset.

Have a look at the WidgetAdmin class in the sample project for an
example of an admin class with a custom ``queryset()`` override.

Overriding ``queryset()`` for an inline model
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

This is a special case, which requires a few lines of extra code to
properly determine the sortability of your model. Example:

.. code:: python

    # add this import to your admin.py
    from adminsortable.utils import get_is_sortable


    class ComponentInline(SortableStackedInline):
        model = Component

        def queryset(self, request):
            qs = super(ComponentInline, self).queryset(request).filter(
                title__icontains='foo')

            # You'll need to add these lines to determine if your model
            # is sortable once we hit the change_form() for the parent model.

            if get_is_sortable(qs):
                self.model.is_sortable = True
            else:
                self.model.is_sortable = False
            return qs

If you override the queryset of an inline, the number of objects present
may change, and adminsortable won’t be able to automatically determine
if the inline model is sortable from here, which is why we have to set
the ``is_sortable`` property of the model in this method.

Sorting subsets of objects
^^^^^^^^^^^^^^^^^^^^^^^^^^

It is also possible to sort a subset of objects in your model by adding
a ``sorting_filters`` tuple. This works exactly the same as
``.filter()`` on a QuerySet, and is applied *after* ``get_queryset()``
on the admin class, allowing you to override the queryset as you would
normally in admin but apply additional filters for sorting. The text
“Change Order of” will appear before each filter in the Change List
template, and the filter groups are displayed from left to right in the
order listed. If no ``sorting_filters`` are specified, the text “Change
Order” will be displayed for the link.

Self-Referential SortableForeignKey
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

You can specify a self-referential SortableForeignKey field, however the
admin interface will currently show a model that is a grandchild at the
same level as a child. I’m working to resolve this issue.

Important!
''''''''''

django-admin-sortable 1.6.6 introduced a backwards-incompatible change
for ``sorting_filters``. Previously this attribute was defined as a
dictionary, so you’ll need to change your values over to the new
tuple-based format.

An example of sorting subsets would be a “Board of Directors”. In this
use case, you have a list of “People” objects. Some of these people are
on the Board of Directors and some not, and you need to sort them
independently.

.. code:: python

    class Person(Sortable):
        class Meta(Sortable.Meta):
            verbose_name_plural = 'People'

        first_name = models.CharField(max_length=50)
        last_name = models.CharField(max_length=50)
        is_board_member = models.BooleanField('Board Member', default=False)

        sorting_filters = (
            ('Board Members', {'is_board_member': True}),
            ('Non-Board Members', {'is_board_member': False}),
        )

        def __unicode__(self):
            return '{} {}'.format(self.first_name, self.last_name)

Extending custom templates
^^^^^^^^^^^^^^^^^^^^^^^^^^

By default, adminsortable’s change form and change list views inherit
from Django admin’s standard templates. Sometimes you need to have a
custom change form or change list, but also need adminsortable’s CSS and
JavaScript for inline models that are sortable for example.

SortableAdmin has two attributes you can override for this use case:

.. code:: python

    change_form_template_extends
    change_list_template_extends

These attributes have default values of:

.. code:: python

    change_form_template_extends = 'admin/change_form.html'
    change_list_template_extends = 'admin/change_list.html'

If you need to extend the inline change form templates, you’ll need to
select the right one, depending on your version of Django. For 1.10.x or
below, you’ll need to extend one of the following:

::

    templates/adminsortable/edit_inline/stacked-1.10.x.html
    templates/adminsortable/edit_inline/tabular-inline-1.10.x.html

otherwise, extend:

::

    templates/adminsortable/edit_inline/stacked.html
    templates/adminsortable/edit_inline/tabular.html

A Special Note About Stacked Inlines…
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

The height of a stacked inline model can dynamically increase, which can
make them difficult to sort. If you anticipate the height of a stacked
inline is going to be very tall, I would suggest using
SortableTabularInline instead.

Django-CMS integration
~~~~~~~~~~~~~~~~~~~~~~

Django-CMS plugins use their own change form, and thus won’t
automatically include the necessary JavaScript for django-admin-sortable
to work. Fortunately, this is easy to resolve, as the ``CMSPlugin``
class allows a change form template to be specified:

.. code:: python

    # example plugin
    from cms.plugin_base import CMSPluginBase

    class CMSCarouselPlugin(CMSPluginBase):
        admin_preview = False
        change_form_template = 'cms/sortable-stacked-inline-change-form.html'
        inlines = [SlideInline]
        model = Carousel
        name = _('Carousel')
        render_template = 'carousels/carousel.html'

        def render(self, context, instance, placeholder):
            context.update({
                'carousel': instance,
                'placeholder': placeholder
            })
            return context

    plugin_pool.register_plugin(CMSCarouselPlugin)

The contents of ``sortable-stacked-inline-change-form.html`` at a
minimum need to extend the extrahead block with:

.. code:: html+django

    {% extends "admin/cms/page/plugin_change_form.html" %}
    {% load static from staticfiles %}

    {% block extrahead %}
        {{ block.super }}
        <script src="{% static 'adminsortable/js/jquery-ui-django-admin.min.js' %}"></script>
        <script src="{% static 'adminsortable/js/jquery.ui.touch-punch.min.js' %}"></script>
        <script src="{% static 'adminsortable/js/jquery.django-csrf.js' %}"></script>
        <script src="{% static 'adminsortable/js/admin.sortable.stacked.inlines.js' %}"></script>

        <link rel="stylesheet" type="text/css" href="{% static 'adminsortable/css/admin.sortable.inline.css' %}" />
    {% endblock extrahead %}

Sorting within Django-CMS is really only feasible for inline models of a
plugin as Django-CMS already includes sorting for plugin instances. For
tabular inlines, just substitute:

.. code:: html+django

    <script src="{% static 'adminsortable/js/admin.sortable.stacked.inlines.js' %}"></script>

with:

.. code:: html+django

    <script src="{% static 'adminsortable/js/admin.sortable.tabular.inlines.js' %}"></script>

Notes
~~~~~

From ``django-cms 3.x`` the path of change_form.html has changed.
Replace the follwing line:

.. code:: html+django

    {% extends "admin/cms/page/plugin_change_form.html" %}

with

.. code:: html+django

    {% extends "admin/cms/page/plugin/change_form.html" %}

From ``django-admin-sortable 2.0.13`` the ``jquery.django-csrf.js`` was
removed and you have to include the snippet-template. Change the
following line:

.. code:: html+django

    <script type="text/javascript" src="{% static 'adminsortable/js/jquery.django-csrf.js' %}"></script>

to

.. code:: html+django

    {% include 'adminsortable/csrf/jquery.django-csrf.html' with csrf_cookie_name='csrftoken' %}

Please note, if you change the ``CSRF_COOKIE_NAME`` you have to adjust
``csrf_cookie_name='YOUR_CSRF_COOKIE_NAME'``

Rationale
~~~~~~~~~

Other projects have added drag-and-drop ordering to the ChangeList view,
however this introduces a couple of problems…

-  The ChangeList view supports pagination, which makes drag-and-drop
   ordering across pages impossible.
-  The ChangeList view by default, does not order records based on a
   foreign key, nor distinguish between rows that are associated with a
   foreign key. This makes ordering the records grouped by a foreign key
   impossible.
-  The ChangeList supports in-line editing, and adding drag-and-drop
   ordering on top of that just seemed a little much in my opinion.

Status
~~~~~~

django-admin-sortable is currently used in production.

What’s new in 2.1.4?
~~~~~~~~~~~~~~~~~~~~

-  Improved performance on large data sets. Credit to
   `mrmachine <https://github.com/mrmachine>`__.

Future
~~~~~~

-  Better template support for foreign keys that are self referential.
   If someone would like to take on rendering recursive sortables, that
   would be super.

License
~~~~~~~

django-admin-sortable is released under the Apache Public License v2.

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   :target: https://pypi.python.org/pypi/django-admin-sortable
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   :target: https://pypi.python.org/pypi/django-admin-sortable
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