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Uploads with expiration date management

The lino_xl.lib.uploads plugin extends lino.modlib.uploads by adding “expiration date management” for uploads. This is used by social agents (“coaches”) to manage certain documents about their “clients”. For example the coach might want to get a reminder when the driving license of one of their clients is about to expire.

This plugin requires the lino_xl.lib.clients plugin.

Lines starting with >>> in this document are code snippets that get tested as part of our development workflow.

>>> import lino
>>> lino.startup('lino_book.projects.avanti1.settings')
>>> from lino.api.doctest import *

Although this plugin requires the lino_xl.lib.clients plugin, it does not declare this dependency because making it automatic would cause changes in the menu item ordering in Lino Welfare.

The plugin has two custom settings, which are the default values for the MyExpiringUploads table:

>>> dd.plugins.uploads.expiring_start
>>> dd.plugins.uploads.expiring_end

The demo_coach is the user who uploaded all demo uploads.

>>> dd.plugins.clients.demo_coach

We have two social workers Nathalie and Nelly.

>>> rt.show("users.AllUsers")
========== ===================== ============ ===========
 Username   User type             First name   Last name
---------- --------------------- ------------ -----------
 audrey     300 (Auditor)
 laura      100 (Teacher)         Laura        Lieblig
 martina    400 (Coordinator)
 nathalie   200 (Social worker)
 nelly      200 (Social worker)
 robin      900 (Administrator)   Robin        Rood
 rolf       900 (Administrator)   Rolf         Rompen
 romain     900 (Administrator)   Romain       Raffault
 sandra     410 (Secretary)
========== ===================== ============ ===========
>>> rt.login('robin').show("uploads.Uploads", column_names="id user project project__user end_date needed")
==== ============= ============================= ================= ============= ========
 ID   Uploaded by   Client                        Primary coach     Valid until   Needed
---- ------------- ----------------------------- ----------------- ------------- --------
 10   nathalie      ABDALLAH Aáish (127/robin)    Robin Rood        22/03/2018    Yes
 9    nathalie      ABDALLAH Aáish (127/robin)    Robin Rood        22/03/2018    No
 8    nathalie      ABDALLA Aádil (120/rolf)      Rolf Rompen       12/03/2018    No
 7    nathalie      ABDALLA Aádil (120/rolf)      Rolf Rompen       12/03/2018    No
 6    nathalie      ABBASI Aáishá (118/romain)    Romain Raffault   02/03/2018    No
 5    nathalie      ABBASI Aáishá (118/romain)    Romain Raffault   02/03/2018    No
 4    nathalie      ABBAS Aábid (115/nelly)       nelly             20/02/2018    Yes
 3    nathalie      ABBAS Aábid (115/nelly)       nelly             20/02/2018    Yes
 2    nathalie      ABAD Aábdeen (114/nathalie)   nathalie          10/02/2018    Yes
 1    nathalie      ABAD Aábdeen (114/nathalie)   nathalie          10/02/2018    Yes
==== ============= ============================= ================= ============= ========

Note that uploads #4 and #3 were not uploaded by the client’s primary coach.

>>> obj = rt.models.uploads.Upload.objects.get(pk=3)
>>> prj = rt.models.avanti.Client.objects.get(pk=114)
>>> rec = rt.login("nathalie").spawn(uploads.UploadsByProject, master_instance=prj).elem2rec_detailed(obj)
>>> print(rec['disable_delete'])

Nelly (another social worker) and Sandra (secretary) can also modify the upload

>>> rec = rt.login("nelly").spawn(uploads.UploadsByProject, master_instance=prj).elem2rec_detailed(obj)
>>> print(rec['disable_delete'])
>>> rec = rt.login("sandra").spawn(uploads.UploadsByProject, master_instance=prj).elem2rec_detailed(obj)
>>> print(rec['disable_delete'])

But Laura (a teacher) cannot edit them:

>>> rec = rt.login("laura").spawn(uploads.UploadsByProject, master_instance=prj).elem2rec_detailed(obj)
>>> print(rec['disable_delete'])
You have no permission to delete this row.

Note about security. You might wonder why Sandra is able to see data that she isn’t allow to see:

>>> print(rec['data']['project'])
ABBAS Aábid (115/nelly)

This is not a security issue because we are at the command line interface where access rights are not verified. If Sandra would do a manual AJAX call, she would not be able to see data that she isn’t allow to see. Here is the proof:

>>> test_client.force_login(rt.login("laura").user)
>>> url = "/api/avanti/Clients?fmt=json&&limit=23&start=0"
>>> test_client.get(url)  
Forbidden (Permission denied): /api/avanti/Clients
Traceback (most recent call last):
django.core.exceptions.PermissionDenied: As 100 (Teacher) you have no view permission for this action.
<HttpResponseForbidden status_code=403, "text/html; charset=utf-8">
>>> url = "/api/avanti/uploads.UploadsByProject?fmt=json&&limit=23&start=0&mt=31&mk=114"
>>> test_client.get(url)  
Not Found: /api/avanti/uploads.UploadsByProject
<HttpResponseNotFound status_code=404, "text/html; charset=utf-8">

Extended uploads

class lino_xl.lib.uploads.Upload

Extends lino.modlib.uploads.Upload by adding some fields.


Date until which the original document is valid.


Whether the responsible user should be reminded when validity of this upload reaches its end.

My expiring upload files

When you want Lino to remind you when some important document (e.g. a driving licence) is about to expire, then you should store the document’s expiry date in the Upload.end_date field and check the Upload.needed field.

class lino_xl.lib.uploads.MyExpiringUploads

Shows the upload files that are marked as Upload.needed and whose Upload.end_date is within a given period.

>>> rt.login(dd.plugins.clients.demo_coach).show("uploads.MyExpiringUploads")
============================= ================== ==================== ============= ============ ============= ========
 Client                        Upload type        Description          Uploaded by   Valid from   Valid until   Needed
----------------------------- ------------------ -------------------- ------------- ------------ ------------- --------
 ABAD Aábdeen (114/nathalie)   Residence permit   Residence permit 1   nathalie                   10/02/2018    Yes
 ABAD Aábdeen (114/nathalie)   Work permit        Work permit 2        nathalie                   10/02/2018    Yes
============================= ================== ==================== ============= ============ ============= ========
>>> rt.login('sandra').show("uploads.MyExpiringUploads")
No data to display