igny8/DJANGO_ADMIN_ACTIONS_QUICK_REFERENCE.md

Django Admin Bulk Actions - Quick Reference Guide

Overview

This guide provides a quick reference for all bulk actions implemented across 39 Django admin models in the IGNY8 platform.

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Common Action Patterns

1. Status Toggle Actions

Pattern: bulk_activate / bulk_deactivate

Models: Account, Plan, Site, Sector, Clusters, ContentTaxonomy, CreditPackage, AIPrompt, IntegrationSettings, AuthorProfile, Strategy, and more

Usage:

1. Select records in admin list view
2. Choose "Activate/Deactivate selected" from actions dropdown
3. Click "Go"
4. Confirmation message shows count of updated records

2. Soft Delete Actions

Pattern: bulk_soft_delete

Models: Account, Content, Keywords, Tasks, Site, Sector, Clusters, ContentIdeas, Images, Industry, IndustrySector, SeedKeyword, Subscription, User

Usage:

1. Select records to delete
2. Choose "Soft delete selected" action
3. Records marked as deleted, not removed from database
4. Preserves data for audit trails

3. Import/Export Operations

Export Only: 21 models (logs, payment methods, deployment records, etc.) Import & Export: 18 models (content, ideas, keywords, plans, etc.)

Usage:

• Export: Click "Export" button → Select format (CSV/XLSX) → Download
• Import: Click "Import" button → Upload file → Preview → Confirm

4. Form-Based Actions

Pattern: Actions requiring user input via intermediate form

Examples:

• bulk_add_credits / bulk_subtract_credits (Account)
• bulk_assign_cluster (ContentIdeas)
• bulk_assign_to_user (Tasks)
• bulk_upgrade_plan (Subscription)
• bulk_update_frequency (AutomationConfig)

Usage:

1. Select records
2. Choose action from dropdown
3. Fill in form on intermediate page
4. Click "Apply" to execute

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Model-Specific Actions Guide

Account Management

Account

• Bulk add credits (Form: amount to add)
• Bulk subtract credits (Form: amount to remove)
• Bulk activate accounts
• Bulk suspend accounts
• Bulk soft delete

Use Cases:

• Credit adjustments for promotions
• Account suspension for policy violations
• Account activation after verification

User

• Bulk activate users
• Bulk deactivate users
• Bulk assign to group (Form: select group)
• Bulk reset password
• Bulk verify email
• Bulk soft delete

Use Cases:

• Team member management
• Role assignments via groups
• Password resets for security

Plan & Subscription

Plan:

• Bulk activate/deactivate
• Bulk clone plans

Subscription:

• Bulk activate/cancel
• Bulk renew (extends expiry)
• Bulk upgrade plan (Form: select new plan)
• Bulk soft delete

Use Cases:

• Plan modifications
• Subscription renewals
• Plan upgrades for customers

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Content Management

Content

• Bulk publish to WordPress
• Bulk mark as published
• Bulk mark as draft
• Bulk add taxonomy (Form: multi-select taxonomies)
• Bulk soft delete

Use Cases:

• Content publishing workflow
• Status management
• Taxonomy assignments

Tasks

• Bulk assign to user (Form: select user)
• Bulk mark as completed
• Bulk mark as in progress
• Bulk cancel tasks
• Bulk soft delete

Use Cases:

• Task distribution to writers
• Workflow state management
• Task cleanup

Images

• Bulk approve/reject
• Bulk mark as featured
• Bulk unmark as featured
• Bulk soft delete

Use Cases:

• Image moderation
• Featured image management

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Planning & SEO

Keywords

• Bulk mark as reviewed
• Bulk approve keywords
• Bulk reject keywords
• Bulk soft delete

Use Cases:

• Keyword research review
• SEO strategy approval

Clusters

• Bulk activate/deactivate
• Bulk soft delete

Use Cases:

• Content cluster management
• Topic organization

ContentIdeas

• Bulk approve/reject
• Bulk assign cluster (Form: select cluster)
• Bulk update content type (Form: select type)
• Bulk update priority (Form: select priority)
• Bulk soft delete

Use Cases:

• Content pipeline management
• Editorial planning
• Priority adjustments

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Taxonomy & Organization

ContentTaxonomy

• Bulk activate
• Bulk merge taxonomies (Form: select target, handles relations)

Use Cases:

• Taxonomy consolidation
• Category management

ContentAttribute

• Bulk activate
• Bulk update attribute type (Form: select type)

Use Cases:

• Attribute management
• Schema updates

ContentTaxonomyRelation

• Bulk delete relations
• Bulk reassign taxonomy (Form: select new taxonomy)

Use Cases:

• Relationship cleanup
• Taxonomy reassignment

ContentClusterMap

• Bulk delete maps
• Bulk update role (Form: pillar/supporting/related)
• Bulk reassign cluster (Form: select cluster)

Use Cases:

• Content structure management
• Cluster reorganization

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Billing & Finance

Invoice

• Bulk mark as paid
• Bulk mark as pending
• Bulk mark as cancelled
• Bulk send reminders
• Bulk apply late fee

Use Cases:

• Payment processing
• Invoice management
• Collections workflow

Payment

• Bulk mark as verified
• Bulk mark as failed
• Bulk refund (updates status)

Use Cases:

• Payment reconciliation
• Refund processing

CreditUsageLog

• Bulk delete old logs (>90 days)

Use Cases:

• Database cleanup
• Log maintenance

CreditPackage

• Bulk activate/deactivate

Use Cases:

• Package availability management

AccountPaymentMethod

• Bulk enable/disable
• Bulk set as default (Form: respects account-level uniqueness)
• Bulk delete methods

Use Cases:

• Payment method management
• Default method updates

PlanLimitUsage

• Bulk reset usage
• Bulk delete old records (>90 days)

Use Cases:

• Usage tracking reset
• Data cleanup

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Publishing & Integration

PublishingRecord

• Bulk retry failed
• Bulk cancel pending
• Bulk mark as published

Use Cases:

• Publishing workflow
• Error recovery

DeploymentRecord

• Bulk rollback
• Bulk mark as successful
• Bulk retry failed

Use Cases:

• Deployment management
• Error recovery

SiteIntegration

• Bulk activate/deactivate
• Bulk test connection
• Bulk refresh tokens

Use Cases:

• Integration management
• Connection testing
• Token maintenance

SyncEvent

• Bulk mark as processed
• Bulk delete old events (>30 days)

Use Cases:

• Event processing
• Log cleanup

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Automation

AutomationConfig

• Bulk activate/deactivate
• Bulk update frequency (Form: select frequency)
• Bulk update delays (Form: enter delay values)

Use Cases:

• Automation scheduling
• Workflow configuration

AutomationRun

• Bulk mark as completed
• Bulk retry failed
• Bulk delete old runs (>90 days)

Use Cases:

• Run status management
• Error recovery
• Cleanup

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AI & System Configuration

AITaskLog

• Bulk delete old logs (>90 days)
• Bulk mark as reviewed

Use Cases:

• Log maintenance
• Review tracking

AIPrompt

• Bulk activate/deactivate
• Bulk reset to default values

Use Cases:

• Prompt management
• Configuration reset

IntegrationSettings

• Bulk activate/deactivate
• Bulk test connection

Use Cases:

• Integration setup
• Connection validation

AuthorProfile

• Bulk activate/deactivate
• Bulk clone profiles

Use Cases:

• Profile management
• Profile duplication

Strategy

• Bulk activate/deactivate
• Bulk clone strategies

Use Cases:

• Strategy management
• Strategy templates

OptimizationTask

• Bulk mark as completed/failed
• Bulk retry failed tasks

Use Cases:

• Optimization workflow
• Error recovery

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Site & Sector Management

Site

• Bulk activate/deactivate
• Bulk update settings (Form: JSON settings)
• Bulk soft delete

Use Cases:

• Site management
• Configuration updates

Sector

• Bulk activate/deactivate
• Bulk soft delete

Use Cases:

• Sector management
• Multi-tenant organization

Industry & IndustrySector

• Bulk activate/deactivate
• Bulk soft delete

Use Cases:

• Industry taxonomy management
• Sector organization

SeedKeyword

• Bulk approve/reject
• Bulk assign to sector (Form: select sector)
• Bulk soft delete

Use Cases:

• Seed keyword management
• Sector assignments

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Best Practices

Selection

1. Use filters and search before bulk actions
2. Preview selected records count
3. Test with small batches first

Form Actions

1. Read help text carefully
2. Validate input before applying
3. Cannot undo after confirmation

Export/Import

1. Export before major changes (backup)
2. Test imports on staging first
3. Review preview before confirming import

Soft Delete

1. Prefer soft delete over hard delete
2. Maintains audit trails
3. Can be recovered if needed

Performance

1. Batch operations work efficiently up to 10,000 records
2. For larger operations, consider database-level operations
3. Monitor query performance with Django Debug Toolbar

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Troubleshooting

Action Not Appearing

• Check user permissions
• Verify model admin registration
• Clear browser cache

Import Failures

• Verify file format (CSV/XLSX)
• Check field mappings
• Ensure required fields present
• Validate data types

Form Validation Errors

• Review error messages
• Check required fields
• Verify foreign key references exist

Performance Issues

• Reduce batch size
• Add database indexes
• Use .select_related() for foreign keys
• Consider background task queue for large operations

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Security Notes

1. Permissions: All actions respect Django's built-in permissions system
2. Account Isolation: Multi-tenant actions automatically filter by account
3. CSRF Protection: All forms include CSRF tokens
4. Audit Logging: Consider enabling Django admin log for all actions
5. Soft Deletes: Preserve data integrity and compliance requirements

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Quick Action Shortcuts

Most Used Actions

1. Content Publishing: Content → Bulk publish to WordPress
2. Credit Management: Account → Bulk add credits
3. Task Assignment: Tasks → Bulk assign to user
4. Invoice Processing: Invoice → Bulk mark as paid
5. Automation Control: AutomationConfig → Bulk activate/deactivate

Maintenance Actions

1. Log Cleanup: AITaskLog/CreditUsageLog → Delete old logs
2. Event Cleanup: SyncEvent → Delete old events
3. Run Cleanup: AutomationRun → Delete old runs
4. Usage Reset: PlanLimitUsage → Bulk reset usage

Emergency Actions

1. Account Suspension: Account → Bulk suspend accounts
2. Task Cancellation: Tasks → Bulk cancel tasks
3. Publishing Rollback: DeploymentRecord → Bulk rollback
4. Integration Disable: SiteIntegration → Bulk deactivate

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Last Updated: 2025 IGNY8 Platform - Django Admin Operations Guide