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update_xlsform.py

Append mandatory fields to the XLSForm for use in FMTM.

Parameters:

Name Type Description Default
custom_form(BytesIO)

the XLSForm data uploaded, wrapped in BytesIO.

required
form_category(str)

the form category name (in form_title and description).

required
additional_entities(list[str])

add extra select_one_from_file fields to reference an additional Entity list (set of geometries). The values should be plural, so that 's' will be stripped in the field name.

required
existing_id(str)

an existing UUID to use for the form_id, else random uuid4.

required
new_geom_type DbGeomType

the type of geometry required when collecting new geometry data: point, line, polygon.

POINT

Returns:

Name Type Description
tuple (str, BytesIO)

the xFormId + the update XLSForm wrapped in BytesIO.

Source code in osm_fieldwork/update_xlsform.py
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async def append_mandatory_fields(
    custom_form: BytesIO,
    form_category: str,
    additional_entities: list[str] = None,
    existing_id: str = None,
    new_geom_type: DbGeomType = DbGeomType.POINT,
) -> tuple[str, BytesIO]:
    """Append mandatory fields to the XLSForm for use in FMTM.

    Args:
        custom_form(BytesIO): the XLSForm data uploaded, wrapped in BytesIO.
        form_category(str): the form category name (in form_title and description).
        additional_entities(list[str]): add extra select_one_from_file fields to
            reference an additional Entity list (set of geometries).
            The values should be plural, so that 's' will be stripped in the
            field name.
        existing_id(str): an existing UUID to use for the form_id, else random uuid4.
        new_geom_type (DbGeomType): the type of geometry required when collecting
            new geometry data: point, line, polygon.

    Returns:
        tuple(str, BytesIO): the xFormId + the update XLSForm wrapped in BytesIO.
    """
    log.info("Appending field mapping questions to XLSForm")
    custom_sheets = pd.read_excel(custom_form, sheet_name=None, engine="calamine")

    if "survey" not in custom_sheets:
        msg = "Survey sheet is required in XLSForm!"
        log.error(msg)
        raise ValueError(msg)

    custom_sheets = standardize_xlsform_sheets(custom_sheets)

    log.debug("Merging survey sheet XLSForm data")
    survey_df = create_survey_df(new_geom_type)
    custom_sheets["survey"] = merge_dataframes(survey_df, custom_sheets.get("survey"), digitisation_df)
    # Hardcode the form_category value for the start instructions
    if form_category.endswith("s"):
        # Plural to singular
        form_category = form_category[:-1]
    form_category_row = custom_sheets["survey"].loc[custom_sheets["survey"]["name"] == "form_category"]
    if not form_category_row.empty:
        custom_sheets["survey"].loc[custom_sheets["survey"]["name"] == "form_category", "calculation"] = f"once('{form_category}')"

    # Ensure the 'choices' sheet exists in custom_sheets
    if "choices" not in custom_sheets or custom_sheets["choices"] is None:
        custom_sheets["choices"] = pd.DataFrame(columns=["list_name", "name", "label::english(en)"])

    log.debug("Merging choices sheet XLSForm data")
    custom_sheets["choices"] = merge_dataframes(choices_df, custom_sheets.get("choices"), digitisation_choices_df)

    # Append or overwrite 'entities' and 'settings' sheets
    log.debug("Overwriting entities and settings XLSForm sheets")
    custom_sheets["entities"] = entities_df
    custom_sheets["settings"] = settings_df
    if "entities" not in custom_sheets:
        msg = "Entities sheet is required in XLSForm!"
        log.error(msg)
        raise ValueError(msg)
    if "settings" not in custom_sheets:
        msg = "Settings sheet is required in XLSForm!"
        log.error(msg)
        raise ValueError(msg)

    # Set the 'version' column to the current timestamp (if 'version' column exists in 'settings')
    xform_id = existing_id if existing_id else uuid4()
    current_datetime = datetime.now().strftime("%Y-%m-%d %H:%M:%S")
    log.debug(f"Setting xFormId = {xform_id} | form title = {form_category} | version = {current_datetime}")
    custom_sheets["settings"]["version"] = current_datetime
    custom_sheets["settings"]["form_id"] = xform_id
    custom_sheets["settings"]["form_title"] = form_category

    # Append select_one_from_file for additional entities
    if additional_entities:
        log.debug("Adding additional entity list reference to XLSForm")
        for entity_name in additional_entities:
            custom_sheets["survey"] = append_select_one_from_file_row(custom_sheets["survey"], entity_name)

    # Return spreadsheet wrapped as BytesIO memory object
    output = BytesIO()
    with pd.ExcelWriter(output, engine="openpyxl") as writer:
        for sheet_name, df in custom_sheets.items():
            df.to_excel(writer, sheet_name=sheet_name, index=False)
    output.seek(0)
    return (xform_id, output)

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