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A command-line tool and Python library to generate customized exports from CommCareHQ.
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README.md

CommCare Export

https://github.com/dimagi/commcare-export

Build Status Test coverage PyPI version

A command-line tool (and Python library) to generate customized exports from the CommCareHQ REST API.

Installation & Quick Start

0a. Install Python and pip. This tool is tested with Python 2.7, 3.6 and 3.7.

0b. Sign up for CommCareHQ if you have not already.

1. Install CommCare Export via pip

$ pip install commcare-export

2. Create a project space and application.

3. Visit the Release Manager, make a build, click the star to release it.

4. Use Web Apps and fill out some forms.

5. Modify one of example queries in the examples/ directory, modifying the "Filter Value" column to match your form XMLNS / case type. See this page to determine the XMLNS for your form.

$ commcare-export \
     --query examples/demo-registration.xlsx \
     --project YOUR_PROJECT \
     --output-format markdown

$ commcare-export \
     --query examples/demo-registration.json \
     --project YOUR_PROJECT \
     --output-format markdown

$ commcare-export \
     --query examples/demo-deliveries.xlsx \
     --project YOUR_PROJECT \
     --output-format markdown

$ commcare-export \
     --query examples/demo-deliveries.json \
     --project YOUR_PROJECT \
     --output-format markdown

You'll see the tables printed out. Change to --output-format sql --output URL_TO_YOUR_DB --since DATE to sync all forms submitted since that date.

All examples are present in Excel and also equivalent JSON, however it is recommended to use the Excel format as the JSON format may change upon future library releases.

Command-line Usage

The basic usage of the command-line tool is with a saved Excel or JSON query (see how to write these, below)

$ commcare-export --commcare-hq <URL or alias like "local" or "prod"> \
                  --username <username> \
                  --project <project> \
                  --api-version <api version, defaults to latest known> \
                  --version <print current version> \
                  --query <excel file, json file, or raw json> \
                  --output-format <csv, xls, xlsx, json, markdown, sql> \
                  --output <file name or SQL database URL> \
                  --users <export data about project's mobile workers> \
                  --locations <export data about project's location hierarchy>

See commcare-export --help for the full list of options.

There are example query files for the CommCare Demo App (available on the CommCareHq Exchange) in the examples/ directory.

--output

CommCare Export uses SQLAlachemy's create_engine to establish a database connection. This is based off of the RFC-1738 protocol. Some common examples:

# Postgres
postgresql+psycopg2://scott:tiger@localhost/mydatabase

# MySQL
mysql+pymysql://scott:tiger@localhost/mydatabase

# MSSQL
mssql+pyodbc://scott:tiger@localhost/mydatabases?driver=ODBC+Driver+17+for+SQL+Server

Excel Queries

An excel query is any .xlsx workbook. Each sheet in the workbook represents one table you wish to create. There are two grouping of columns to configure the table:

  • Data Source: Set this to form to export form data, or case for case data.
  • Filter Name / Filter Value: These columns are paired up to filter the input cases or forms.
  • Field: The destination in your SQL database for the value.
  • Source Field: The particular field from the form you wish to extract. This can be any JSON path.

JSON Queries

JSON queries are a described in the table below. You build a JSON object that represents the query you have in mind. A good way to get started is to work from the examples, or you could make an excel query and run the tool with --dump-query to see the resulting JSON query.

User and Location Data

The --users and --locations options export data from a CommCare project that can be joined with form and case data. Specifiying the --users option will export an additional table named 'commcare_users' containing the following columns:

Column Type Note
id Text Primary key
default_phone_number Text
email Text
first_name Text
groups Text
last_name Text
phone_numbers Text
resource_uri Text
commcare_location_id Text Foreign key into the commcare_locations table
commcare_location_ids Text
commcare_primary_case_sharing_id Text
commcare_project Text
username Text

The data in the 'commcare_users' table comes from the List Mobile Workers API endpoint.

Specifying the --locations option will export an additional table named 'commcare_locations' containing the following columns:

Column Type Note
id Text
created_at Date
domain Text
external_id Text
last_modified Date
latitude Text
location_data Text
location_id Text Primary key
location_type Text
longitude Text
name Text
resource_uri Text
site_code Text
location_type_administrative Text
location_type_code Text
location_type_name Text
location_type_parent Text

The data in the 'commcare_locations' table comes from the Location API endpoint along with some additional columns from the Location Type API endpoint.

Note that the table names 'commcare_users' and 'commcare_locations' are treated as reserved names and the export tool will produce an error if given a query specification that writes to either of them.

Python Library Usage

As a library, the various commcare_export modules make it easy to

  • Interact with the CommCareHQ REST API
  • Execute "Minilinq" queries against the API (a very simple query language, described below)
  • Load and save JSON representations of Minilinq queries
  • Compile Excel configurations to Minilinq queries

To directly access the CommCareHq REST API:

>>> import getpass
>>> from commcare_export.commcare_hq_client import CommCareHqClient
>>> api_client = CommCareHqClient('http://commcarehq.org', 'your_project', 'your_username', getpass.getpass())
>>> forms = api_client.iterate('form', {'app_id': "whatever"})
>>> [ (form['received_on'], form['form.gender']) for form in forms ]

To issue a minilinq query against it, and then print out that query in a JSON serialization:

import getpass
import json
from commcare_export.minilinq import *
from commcare_export.commcare_hq_client import CommCareHqClient
from commcare_export.commcare_minilinq import CommCareHqEnv
from commcare_export.env import BuiltInEnv

api_client = CommCareHqClient(
    url="http://www.commcarehq.org",
    project='your_project',
    username='your_username',
    password='password',
    version='0.5'
)

source = Map(
   source=Apply(
       Reference("api_data"),
       Literal("form"),
       Literal({"filter": {"term": {"app_id": "whatever"}}})
   ),
   body=List([
       Reference("received_on"),
       Reference("form.gender"),
   ])
)

query = Emit(
   'demo-table',
   [
       Literal('Received On'),
       Literal('Gender')
   ],
   source
)

print json.dumps(query.to_jvalue(), indent=2)

results = query.eval(BuiltInEnv() | CommCareHqEnv(api_client) | JsonPathEnv())

if len(list(env.emitted_tables())) > 0:
    # with writers.Excel2007TableWriter("excel-output.xlsx") as writer:
    with writers.StreamingMarkdownTableWriter(sys.stdout) as writer:
        for table in env.emitted_tables():
            writer.write_table(table)

Which will output JSON equivalent to this:

{
    "Emit": {
        "headings": [
            {
                "Lit": "Received On"
            },
            {
                "Lit": "Gender"
            }
        ],
        "source": {
            "Map": {
                "body": {
                    "List": [
                        {
                            "Ref": "received_on"
                        },
                        {
                            "Ref": "form.gender"
                        }
                    ]
                },
                "name": None,
                "source": {
                    "Apply": {
                        "args": [
                            {
                                "Lit": "form"
                            },
                            {
                                "Lit": {
                                    "filter": {
                                        "term": {
                                            "app_id": "whatever"
                                        }
                                    }
                                }
                            }
                        ],
                        "fn": {
                            "Ref": "api_data"
                        }
                    }
                }
            }
        },
        "table": "demo-table"
    }
}

MiniLinq Reference

The abstract syntax can be directly inspected in the commcare_export.minilinq module. Note that the choice between functions and primitives is deliberately chosen to expose the structure of the MiniLinq for possible optimization, and to restrict the overall language.

Here is a description of the astract syntax and semantics

Python JSON Which is evaluates to
Literal(v) {"Lit": v} Just v
Reference(x) {"Ref": x} Whatever x resolves to in the environment
List([a, b, c, ...]) {"List": [a, b, c, ...} The list of what a, b, c evaluate to
Map(source, name, body) {"Map": {"source": ..., "name": ..., "body": ...} Evals body for each elem in source. If name is provided, the elem will be bound to it, otherwise it will replace the whole env.
FlatMap(source, name, body) {"FlatMap": {"source" ... etc}} Flattens after mapping, like nested list comprehensions
Filter(source, name, body) etc
Bind(value, name, body) etc Binds the result of value to name when evaluating body
Emit(table, headings, rows) etc Emits table with headings and rows. Note that table is a string, headings is a list of expressions, and rows is a list of lists of expressions. See explanation below for emitted output.
Apply(fn, args) etc Evaluates fn to a function, and all of args, then applies the function to the args.

Built in functions like api_data and basic arithmetic and comparison are provided via the environment, referred to be name using Ref, and utilized via Apply.

List of builtin functions:

Function Description Example Usage
+, -, *, //, /, >, <, >=, <= Standard Math
len Length
bool Bool
str2bool Convert string to boolean. True values are 'true', 't', '1' (case insensitive)
str2date Convert string to date
bool2int Convert boolean to integer (0, 1)
str2num Parse string as a number
selected-at Returns the Nth word in a string. N is zero-indexed. selected-at(3) - return 4th word
selected Returns True if the given word is in the value. selected(fever)
count-selected Count the number of words
template Render a string template (not robust) template({} on {}, state, date)
attachment_url Convert an attachment name into it's download URL

Output Formats

Your MiniLinq may define multiple tables with headings in addition to their body rows by using Emit expressions, or may simply return the results of a single query.

If your MiniLinq does not contain any Emit expressions, then the results of the expression will be printed to standard output as pretty-printed JSON.

If your MiniLinq does contain Emit expressions, then there are many formats available, selected via the --output-format <format> option, and it can be directed to a file with the --output <file> command-line option.

  • csv: Each table will be a CSV file within a Zip archive.
  • xls: Each table will be a sheet in an old-format Excel spreadsheet.
  • xlsx: Each table will be a sheet in a new-format Excel spreadsheet.
  • json: The tables will each be a member of a JSON dictionary, printed to standard output
  • markdown: The tables will be streamed to standard output in Markdown format (very handy for debugging your queries)
  • sql: All data will be idempotently "upserted" into the SQL database you specify, including creating the needed tables and columns.

Dependencies

Required dependencies will be automatically installed via pip. But since you may not care about all export formats, the various dependencies there are optional. Here is how you might install them:

# To export "xlsx"
$ pip install openpyxl

# To export "xls"
$ pip install xlwt

# To sync with a SQL database
$ pip install SQLAlchemy alembic psycopg2 pymysql pyodbc

Contributing

0. Sign up for github, if you have not already, at https://github.com.

1. Fork the repository at https://github.com/dimagi/commcare-export.

2. Clone your fork, install into a virtualenv, and start a feature branch

$ mkvirtualenv commcare-export
$ git clone git@github.com:dimagi/commcare-export.git
$ cd commcare-export
$ pip install -e ".[test]"
$ git checkout -b my-super-duper-feature

3. Make your edits.

4. Make sure the tests pass. The best way to test for all versions is to sign up for https://travis-ci.org and turn on automatic continuous testing for your fork.

$ py.test
=============== test session starts ===============
platform darwin -- Python 2.7.3 -- pytest-2.3.4
collected 17 items

tests/test_commcare_minilinq.py .
tests/test_excel_query.py ....
tests/test_minilinq.py ........
tests/test_repeatable_iterator.py .
tests/test_writers.py ...

============ 17 passed in 2.09 seconds ============

5. Push the feature branch up

$ git push -u origin my-super-duper-feature

6. Visit https://github.com/dimagi/commcare-export and submit a pull request.

7. Accept our gratitude for contributing: Thanks!

Release process

1. Create a tag for the release

$ git tag -a "X.YY.0" -m "Release X.YY.0"
$ git push --tags

2. Create the source distribution

$ python setup.py sdist

Ensure that the archive (dist/commcare-export-X.YY.0.tar.gz) has the correct version number (matching the tag name).

3. Upload to pypi

$ pip install twine
$ twine upload dist/commcare-export-X.YY.0.tar.gz

4. Verify upload

https://pypi.python.org/pypi/commcare-export

5. Create a release on github

https://github.com/dimagi/commcare-export/releases

Testing and Test Databases

The following command will run the entire test suite (requires DB environment variables to be set as per below):

$ py.test

To exclude the database tests you can run:

$ py.test -m "not dbtest"

When running database tests, supported databases are PostgreSQL, MySQL, MSSQL.

To run tests against selected databases can be done using test marks as follows:

py.test -m [postgres,mysql,mssql]

Database URLs can be overridden via environment variables:

POSTGRES_URL=postgresql://user:password@host/
MYSQL_URL=mysql+pymysql://user:password@host/
MSSQL_URL=mssql+pyodbc://user:password@host/

Postgresql

$ docker pull postgres:9.6
$ docker run --name ccexport-postgres -p 5432:5432 -d postgres:9.6

MySQL

$ docker pull mysql
$ docker run --name ccexport-mysql -p 3306:3306 -e MYSQL_ROOT_PASSWORD=pw -e MYSQL_USER=travis -e MYSQL_PASSWORD='' -d mysql

# create travis user
$ docker run -it --link ccexport-mysql:mysql --rm mysql sh -c 'exec mysql -h"$MYSQL_PORT_3306_TCP_ADDR" -P"$MYSQL_PORT_3306_TCP_PORT" -uroot -p"$MYSQL_ENV_MYSQL_ROOT_PASSWORD"'
mysql> CREATE USER 'travis'@'%';
mysql> GRANT ALL PRIVILEGES ON *.* TO 'travis'@'%';

MSSQL

$ docker pull microsoft/mssql-server-linux:2017-latest
$ docker run -e "ACCEPT_EULA=Y" -e "MSSQL_SA_PASSWORD=Password@123" -p 1433:1433 --name mssql1 -d microsoft/mssql-server-linux:2017-latest

# install driver
$ curl https://packages.microsoft.com/keys/microsoft.asc | sudo apt-key add -
$ echo "deb [arch=amd64] https://packages.microsoft.com/ubuntu/$(lsb_release -rs)/prod $(lsb_release -rs) main" | sudo tee /etc/apt/sources.list.d/mssql-release.list

$ sudo apt-get update
$ sudo ACCEPT_EULA=Y apt-get install msodbcsql17
$ odbcinst -q -d

MSSQL for Mac OS

$ docker pull microsoft/mssql-server-linux:2017-latest
$ docker run -e "ACCEPT_EULA=Y" -e "MSSQL_SA_PASSWORD=Password@123" -p 1433:1433 --name mssql1 -d microsoft/mssql-server-linux:2017-latest

# Install driver
$ brew install unixodbc freetds

# Add the following 5 lines to /usr/local/etc/odbcinst.ini
[ODBC Driver 17 for SQL Server]
Description=FreeTDS Driver for Linux & MSSQL
Driver=/usr/local/lib/libtdsodbc.so
Setup=/usr/local/lib/libtdsodbc.so
UsageCount=1

# Create a soft link from /etc/odbcinst.ini to actual file
sudo ln -s /usr/local/etc/odbcinst.ini /etc/odbcinst.ini

Integration Tests

Running the integration tests requires API credentials from CommCare HQ that have access to the corpora domain. This user should only have access to the corpora domain.

These need to be set as environment variables as follows:

export HQ_USERNAME=<username>
export HQ_API_KEY=<apikey>

For Travis builds these are included as encrypted vars in the travis config.

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