How to use and reference forms and cases programatically

With the introduction of the new architecture for form and case data it is now necessary to use generic functions and accessors to access and operate on the models.

This document provides a basic guide for how to do that.

Models

In the codebase there are now two models for form and case data.

Couch	SQL
CommCareCase	CommCareCaseSQL
CommCareCaseAction	CaseTransaction
CommCareCaseAttachment	CaseAttachmentSQL
CommCareCaseIndex	CommCareCaseIndexSQL
XFormInstance	XFormInstanceSQL
XFormOperation	XFormOperationSQL
StockReport
StockTransaction	LedgerTransaction
StockState	LedgerValue

Some of these models define a common interface that allows you to perform the same operations irrespective of the type. Some examples are shown below:

Form Instance

Property / method	Description
form.form_id	The instance ID of the form
form.is_normal form.is_deleted form.is_archived form.is_error form.is_deprecated form.is_duplicate form.is_submission_error_log	Replacement for checking the doc_type of a form
form.attachments	The form attachment objects
form.get_attachment	Get an attachment by name
form.archive	Archive a form
form.unarchive	Unarchive a form
form.to_json	Get the JSON representation of a form
form.form_data	Get the XML form data

Case

Property / method	Description
case.case_id	ID of the case
case.is_deleted	Replacement for doc_type check
case.case_name	Name of the case
case.get_attachment	Get attachment by name
case.dynamic_case_properties	Dictionary of dynamic case properties
case.get_subcases	Get subcase objects
case.get_index_map	Get dictionary of case indices

Model acessors

To access models from the database there are classes that abstract the actual DB operations. These classes are generally names <type>Accessors and must be instantiated with a domain name in order to know which DB needs to be queried.

Forms

• FormAccessors(domain).get_form(form_id)

• FormAccessors(domain).get_forms(form_ids)

• FormAccessors(domain).iter_forms(form_ids)

• FormAccessors(domain).save_new_form(form)

  • only for new forms

• FormAccessors(domain).get_with_attachments(form)

  • Preload attachments to avoid having to the the DB again

Cases

• CaseAccessors(domain).get_case(case_id)

• CaseAccessors(domain).get_cases(case_ids)

• CaseAccessors(domain).iter_cases(case_ids)

• CaseAccessors(domain).get_case_ids_in_domain(type=’dog’)

Ledgers

• LedgerAccessors(domain).get_ledger_values_for_case(case_id)

For more details see:

• corehq.form_processor.interfaces.dbaccessors.FormAccessors

• corehq.form_processor.interfaces.dbaccessors.CaseAccessors

• corehq.form_processor.interfaces.dbaccessors.LedgerAccessors

Branching

In special cases code may need to be branched into SQL and Couch versions.

This can be accomplished using the should_use_sql_backend(domain) function.:

if should_use_sql_backend(domain_name):
    # do SQL specifc stuff here
else:
    # do couch stuff here

Unit Tests

In most cases tests that use form / cases/ ledgers should be run on both backends as follows:

@run_with_all_backends
def test_my_function(self):
    ...

If you really need to run a test on only one of the backends you can do the following:

@override_settings(TESTS_SHOULD_USE_SQL_BACKEND=True)
def test_my_test(self):
    ...

To create a form in unit tests use the following pattern:

from corehq.form_processor.tests.utils import run_with_all_backends
from corehq.form_processor.utils import get_simple_wrapped_form, TestFormMetadata

@run_with_all_backends
def test_my_form_function(self):
    # This TestFormMetadata specifies properties about the form to be created
    metadata = TestFormMetadata(
        domain=self.user.domain,
        user_id=self.user._id,
    )
    form = get_simple_wrapped_form(
        form_id,
        metadata=metadata
    )

Creating cases can be done with the CaseFactory:

from corehq.form_processor.tests.utils import run_with_all_backends
from casexml.apps.case.mock import CaseFactory

@run_with_all_backends
def test_my_case_function(self):
    factory = CaseFactory(domain='foo')
    factory.create_case(
        case_type='my_case_type',
        owner_id='owner1',
        case_name='bar',
        update={'prop1': 'abc'}
    )

Cleaning up

Cleaning up in tests can be done using the FormProcessorTestUtils1 class:

from corehq.form_processor.tests.utils import FormProcessorTestUtils

def tearDown(self):
    FormProcessorTestUtils.delete_all_cases()
    # OR
    FormProcessorTestUtils.delete_all_cases(
        domain=domain
    )

    FormProcessorTestUtils.delete_all_xforms()
    # OR
    FormProcessorTestUtils.delete_all_xforms(
        domain=domain
    )