diff --git a/src/country_workspace/workspaces/admin/transformer.py b/src/country_workspace/workspaces/admin/transformer.py
index f4412454d..b7754c5ce 100644
--- a/src/country_workspace/workspaces/admin/transformer.py
+++ b/src/country_workspace/workspaces/admin/transformer.py
@@ -1,15 +1,71 @@
-from django.contrib import admin
+from admin_extra_buttons.decorators import button
+from django import forms
+from django.contrib import admin, messages
from django.core.cache import cache
+from django.db import models
from django.db.models import QuerySet
from django.forms import ModelForm
-from django.http import HttpRequest
+from django.http import HttpRequest, HttpResponse, HttpResponseRedirect
+from django.shortcuts import render
+from django.urls import reverse
+from django.utils.translation import gettext_lazy as _
+from strategy_field.utils import fqn
+from country_workspace.models import AsyncJob, Batch
from country_workspace.state import state
from country_workspace.workspaces.models import CountryTransformer
from country_workspace.workspaces.options import WorkspaceModelAdmin
from country_workspace.workspaces.sites import workspace
+class RunTransformerForm(forms.Form):
+ class ApplyToOptions(models.TextChoices):
+ HOUSEHOLDS = "households", _("Households only")
+ INDIVIDUALS = "individuals", _("Individuals only")
+ BOTH = "both", _("Households and Individuals")
+
+ batch = forms.ModelChoiceField(
+ queryset=Batch.objects.none(),
+ label=_("Batch"),
+ help_text=_("Select an existing batch to update records before pushing to HOPE."),
+ )
+ apply_to = forms.ChoiceField(
+ label=_("Apply formula to"),
+ choices=ApplyToOptions.choices,
+ help_text=_("Choose which record type should be updated by this formula."),
+ )
+
+ def __init__(self, *args: object, **kwargs: object) -> None:
+ office = kwargs.pop("office", None)
+ program = kwargs.pop("program", None)
+ super().__init__(*args, **kwargs)
+
+ qs = Batch.objects.order_by("-import_date")
+ if office:
+ qs = qs.filter(country_office=office)
+ if program:
+ qs = qs.filter(program=program)
+ self.fields["batch"].queryset = qs.select_related("program")
+
+ if not program:
+ self.fields["apply_to"].choices = [
+ (self.ApplyToOptions.INDIVIDUALS, self.ApplyToOptions.INDIVIDUALS.label),
+ (self.ApplyToOptions.BOTH, self.ApplyToOptions.BOTH.label),
+ ]
+ return
+
+ if program.is_master_detail:
+ self.fields["apply_to"].choices = [
+ (self.ApplyToOptions.HOUSEHOLDS, self.ApplyToOptions.HOUSEHOLDS.label),
+ (self.ApplyToOptions.INDIVIDUALS, self.ApplyToOptions.INDIVIDUALS.label),
+ (self.ApplyToOptions.BOTH, self.ApplyToOptions.BOTH.label),
+ ]
+ else:
+ self.fields["apply_to"].choices = [
+ (self.ApplyToOptions.INDIVIDUALS, self.ApplyToOptions.INDIVIDUALS.label),
+ ]
+
+
@admin.register(CountryTransformer, site=workspace)
class CountryTransformerAdmin(WorkspaceModelAdmin):
list_display = ("name", "description", "created_by", "created_at")
@@ -63,6 +119,72 @@ def delete_queryset(self, request: HttpRequest, queryset: QuerySet[CountryTransf
super().delete_queryset(request, queryset)
self._invalidate_transformer_cache()
+ @button(
+ label="Run Formula on Existing Records",
+ change_form=True,
+ html_attrs={"title": "Run this formula in Country Workspace without rule commits"},
+ )
+ def run_on_existing_records(self, request: HttpRequest, pk: str) -> HttpResponse:
+ obj = self.get_object(request, pk)
+ if not obj:
+ return HttpResponse("Transformer not found", status=404)
+
+ if request.method == "POST" and "apply" in request.POST:
+ form = RunTransformerForm(request.POST, office=state.tenant, program=state.program)
+ if form.is_valid():
+ batch = form.cleaned_data["batch"]
+ apply_to = form.cleaned_data["apply_to"]
+ if not request.user.has_perm("country_workspace.reprocess_batch", batch.program): # type: ignore[attr-defined]
+ self.message_user(
+ request,
+ _("You do not have permission to run formulas on this batch."),
+ messages.ERROR,
+ )
+ return HttpResponseRedirect(self.get_change_url(request, obj))
+
+ config: dict[str, int] = {"batch_id": batch.pk}
+ if batch.program.is_master_detail and apply_to in (
+ RunTransformerForm.ApplyToOptions.HOUSEHOLDS,
+ RunTransformerForm.ApplyToOptions.BOTH,
+ ):
+ config["household_transformer_id"] = obj.pk
+ if apply_to in (
+ RunTransformerForm.ApplyToOptions.INDIVIDUALS,
+ RunTransformerForm.ApplyToOptions.BOTH,
+ ):
+ config["individual_transformer_id"] = obj.pk
+
+ job = AsyncJob.objects.create(
+ description=f"Run formula '{obj.name}' on batch {batch.name}",
+ type=AsyncJob.JobType.TASK,
+ owner=request.user,
+ action=fqn("country_workspace.workspaces.admin.batch.reprocessing.reprocess_batch"),
+ program=batch.program,
+ batch=batch,
+ config=config,
+ )
+ job.queue()
+
+ self.message_user(
+ request,
+ _("Formula execution has been scheduled for the selected batch."),
+ messages.SUCCESS,
+ )
+ return HttpResponseRedirect(reverse("workspace:workspaces_countrybatch_changelist"))
+
+ self.message_user(request, _("Please correct the errors below."), messages.ERROR)
+ else:
+ form = RunTransformerForm(office=state.tenant, program=state.program)
+
+ context = self.get_common_context(
+ request,
+ pk=pk,
+ title=_("Run Formula on Existing Records"),
+ form=form,
+ transformer=obj,
+ )
+ return render(request, "workspace/admin_extra_buttons/run_transformer_form.html", context)
+
def _invalidate_transformer_cache(self) -> None:
"""Invalidate cache keys related to transformers."""
if state.tenant:
diff --git a/src/country_workspace/workspaces/templates/workspace/admin_extra_buttons/run_transformer_form.html b/src/country_workspace/workspaces/templates/workspace/admin_extra_buttons/run_transformer_form.html
new file mode 100644
index 000000000..c5439be26
--- /dev/null
+++ b/src/country_workspace/workspaces/templates/workspace/admin_extra_buttons/run_transformer_form.html
@@ -0,0 +1,69 @@
+{% extends 'workspace/_base.html' %}
+{% load i18n %}
+{% block breadcrumbs %}
+{% endblock breadcrumbs %}
+{% block content %}
+
+
+
+
+ {% translate 'Run Formula on Existing Records' %}
+
+
+
+ {% blocktranslate with transformer_name=transformer.name %}
+ Formula: {{ transformer_name }}
+ {% endblocktranslate %}
+
+
+ {% translate "This executes the selected formula directly in Country Workspace and updates existing records before they are pushed to HOPE." %}
+
+
+ {% translate "No admin rule creation, rule commits, or custom code execution is required." %}
+
+
+
+
+
+
+{% endblock content %}
diff --git a/tests/workspace/admin/test_transformer.py b/tests/workspace/admin/test_transformer.py
index 047500210..65d5ef40f 100644
--- a/tests/workspace/admin/test_transformer.py
+++ b/tests/workspace/admin/test_transformer.py
@@ -3,9 +3,10 @@
import pytest
from django.contrib.auth.models import User
from django.http import HttpRequest
+from django.http.response import HttpResponse
from country_workspace.state import state
-from country_workspace.workspaces.admin.transformer import CountryTransformerAdmin
+from country_workspace.workspaces.admin.transformer import CountryTransformerAdmin, RunTransformerForm
from country_workspace.workspaces.models import CountryTransformer
@@ -111,3 +112,206 @@ def test_invalidate_transformer_cache_no_tenant(self, mock_cache, transformer_ad
state.tenant = None
transformer_admin._invalidate_transformer_cache()
mock_cache.delete.assert_not_called()
+
+
+class TestRunTransformerForm:
+ def _build_mock_queryset(self) -> MagicMock:
+ qs = MagicMock()
+ qs.filter.return_value = qs
+ qs.select_related.return_value = qs
+ qs.all.return_value = qs
+ return qs
+
+ @patch("country_workspace.workspaces.admin.transformer.Batch.objects")
+ def test_choices_without_program(self, mock_batch_objects):
+ qs = self._build_mock_queryset()
+ mock_batch_objects.order_by.return_value = qs
+
+ form = RunTransformerForm()
+
+ choices = [choice[0] for choice in form.fields["apply_to"].choices]
+ assert choices == [
+ RunTransformerForm.ApplyToOptions.INDIVIDUALS,
+ RunTransformerForm.ApplyToOptions.BOTH,
+ ]
+
+ @patch("country_workspace.workspaces.admin.transformer.Batch.objects")
+ def test_batch_queryset_filters_by_office(self, mock_batch_objects):
+ qs = self._build_mock_queryset()
+ mock_batch_objects.order_by.return_value = qs
+ office = MagicMock()
+
+ RunTransformerForm(office=office)
+
+ qs.filter.assert_any_call(country_office=office)
+
+ @patch("country_workspace.workspaces.admin.transformer.Batch.objects")
+ def test_choices_master_detail_program(self, mock_batch_objects):
+ qs = self._build_mock_queryset()
+ mock_batch_objects.order_by.return_value = qs
+ program = MagicMock(is_master_detail=True)
+
+ form = RunTransformerForm(program=program)
+
+ choices = [choice[0] for choice in form.fields["apply_to"].choices]
+ assert choices == [
+ RunTransformerForm.ApplyToOptions.HOUSEHOLDS,
+ RunTransformerForm.ApplyToOptions.INDIVIDUALS,
+ RunTransformerForm.ApplyToOptions.BOTH,
+ ]
+
+ @patch("country_workspace.workspaces.admin.transformer.Batch.objects")
+ def test_choices_non_master_detail_program(self, mock_batch_objects):
+ qs = self._build_mock_queryset()
+ mock_batch_objects.order_by.return_value = qs
+ program = MagicMock(is_master_detail=False)
+
+ form = RunTransformerForm(program=program)
+
+ choices = [choice[0] for choice in form.fields["apply_to"].choices]
+ assert choices == [RunTransformerForm.ApplyToOptions.INDIVIDUALS]
+
+
+class TestRunOnExistingRecords:
+ def _build_request(self, method: str = "GET", post_data: dict | None = None, has_perm: bool = True) -> MagicMock:
+ request = MagicMock(spec=HttpRequest)
+ request.method = method
+ request.POST = post_data or {}
+ request.user = MagicMock(spec=User)
+ request.user.has_perm.return_value = has_perm
+ return request
+
+ def test_returns_404_when_transformer_not_found(self, transformer_admin):
+ request = self._build_request()
+ with patch(
+ "country_workspace.workspaces.admin.transformer.CountryTransformerAdmin.get_object",
+ return_value=None,
+ ):
+ response = transformer_admin.run_on_existing_records(transformer_admin, request, "123")
+ assert response.status_code == 404
+
+ def test_get_renders_form(self, transformer_admin):
+ request = self._build_request("GET")
+ transformer = MagicMock(pk=1, name="T1")
+ state.tenant = None
+ state.program = None
+ mock_form = MagicMock()
+
+ with (
+ patch(
+ "country_workspace.workspaces.admin.transformer.CountryTransformerAdmin.get_object",
+ return_value=transformer,
+ ),
+ patch("country_workspace.workspaces.admin.transformer.RunTransformerForm", return_value=mock_form),
+ patch(
+ "country_workspace.workspaces.admin.transformer.render", return_value=HttpResponse("ok")
+ ) as mock_render,
+ ):
+ response = transformer_admin.run_on_existing_records(transformer_admin, request, "1")
+
+ assert response.status_code == 200
+ mock_render.assert_called_once()
+
+ def test_post_invalid_form_shows_error(self, transformer_admin):
+ request = self._build_request("POST", {"apply": "yes"})
+ transformer = MagicMock(pk=1, name="T1")
+ state.tenant = MagicMock()
+ state.program = MagicMock()
+
+ mock_form = MagicMock()
+ mock_form.is_valid.return_value = False
+
+ with (
+ patch(
+ "country_workspace.workspaces.admin.transformer.CountryTransformerAdmin.get_object",
+ return_value=transformer,
+ ),
+ patch("country_workspace.workspaces.admin.transformer.RunTransformerForm", return_value=mock_form),
+ patch.object(transformer_admin, "message_user") as mock_message_user,
+ patch("country_workspace.workspaces.admin.transformer.render", return_value=HttpResponse("ok")),
+ ):
+ transformer_admin.run_on_existing_records(transformer_admin, request, "1")
+
+ mock_message_user.assert_called()
+ assert "Please correct the errors below." in mock_message_user.call_args.args[1]
+
+ def test_post_valid_without_permission_redirects_to_change(self, transformer_admin):
+ request = self._build_request("POST", {"apply": "yes"}, has_perm=False)
+ transformer = MagicMock(pk=1, name="T1")
+ program = MagicMock(is_master_detail=True)
+ batch = MagicMock(pk=10, name="Batch 1", program=program)
+ state.tenant = MagicMock()
+ state.program = MagicMock()
+
+ mock_form = MagicMock()
+ mock_form.is_valid.return_value = True
+ mock_form.cleaned_data = {
+ "batch": batch,
+ "apply_to": RunTransformerForm.ApplyToOptions.BOTH,
+ }
+
+ with (
+ patch(
+ "country_workspace.workspaces.admin.transformer.CountryTransformerAdmin.get_object",
+ return_value=transformer,
+ ),
+ patch(
+ "country_workspace.workspaces.admin.transformer.RunTransformerForm", return_value=mock_form
+ ) as mock_form_class,
+ patch(
+ "country_workspace.workspaces.admin.transformer.CountryTransformerAdmin.get_change_url",
+ return_value="/change/",
+ ) as mock_get_change_url,
+ patch.object(transformer_admin, "message_user") as mock_message_user,
+ ):
+ mock_form_class.ApplyToOptions = RunTransformerForm.ApplyToOptions
+ response = transformer_admin.run_on_existing_records(transformer_admin, request, "1")
+
+ assert response.status_code == 302
+ assert response.url == "/change/"
+ mock_get_change_url.assert_called_once_with(request, transformer)
+ assert "do not have permission" in mock_message_user.call_args.args[1]
+
+ def test_post_valid_schedules_job_for_both_in_master_detail(self, transformer_admin):
+ request = self._build_request("POST", {"apply": "yes"}, has_perm=True)
+ transformer = MagicMock(pk=99, name="Eligibility Rule")
+ program = MagicMock(is_master_detail=True)
+ batch = MagicMock(pk=10, name="Batch 1", program=program)
+ state.tenant = MagicMock()
+ state.program = MagicMock()
+
+ mock_form = MagicMock()
+ mock_form.is_valid.return_value = True
+ mock_form.cleaned_data = {
+ "batch": batch,
+ "apply_to": RunTransformerForm.ApplyToOptions.BOTH,
+ }
+ job = MagicMock()
+
+ with (
+ patch(
+ "country_workspace.workspaces.admin.transformer.CountryTransformerAdmin.get_object",
+ return_value=transformer,
+ ),
+ patch(
+ "country_workspace.workspaces.admin.transformer.RunTransformerForm", return_value=mock_form
+ ) as mock_form_class,
+ patch(
+ "country_workspace.workspaces.admin.transformer.AsyncJob.objects.create", return_value=job
+ ) as mock_create,
+ patch("country_workspace.workspaces.admin.transformer.reverse", return_value="/batch/"),
+ patch.object(transformer_admin, "message_user") as mock_message_user,
+ ):
+ mock_form_class.ApplyToOptions = RunTransformerForm.ApplyToOptions
+ response = transformer_admin.run_on_existing_records(transformer_admin, request, "99")
+
+ assert response.status_code == 302
+ assert response.url == "/batch/"
+ mock_create.assert_called_once()
+ assert mock_create.call_args.kwargs["config"] == {
+ "batch_id": 10,
+ "household_transformer_id": 99,
+ "individual_transformer_id": 99,
+ }
+ job.queue.assert_called_once()
+ assert "scheduled" in mock_message_user.call_args.args[1].lower()