Fix hospital fields in forms - Add HospitalFieldMixin and update templates

PHASE 1: Add HospitalFieldMixin to forms without it
- apps/complaints/forms.py: SLAConfigForm, EscalationRuleForm
- apps/feedback/forms.py: FeedbackForm
- apps/rca/forms.py: RootCauseAnalysisForm

PHASE 2: Update templates to conditionally hide hospital field labels
- templates/complaints/complaint_form.html
- templates/complaints/inquiry_form.html
- templates/complaints/complaint_threshold_form.html
- templates/complaints/escalation_rule_form.html
- templates/feedback/feedback_form.html

PHASE 3: Remove redundant manual hospital filtering code
- Removed manual __init__ hospital logic from forms now using mixin

Behavior:
- PX Admin: Sees hospital dropdown (can select any hospital)
- Hospital Admin/Staff: Hospital field hidden, auto-set to their hospital
- Cleaner code: Mixin handles all role-based filtering automatically
This commit is contained in:
ismail 2026-03-11 01:19:41 +03:00
parent b57ce661bb
commit da0ca4ee19
8 changed files with 142 additions and 245 deletions

View File

@ -765,7 +765,7 @@ class InquiryForm(HospitalFieldMixin, forms.ModelForm):
).order_by('name')
class SLAConfigForm(forms.ModelForm):
class SLAConfigForm(HospitalFieldMixin, forms.ModelForm):
"""Form for creating and editing SLA configurations"""
class Meta:
@ -779,14 +779,6 @@ class SLAConfigForm(forms.ModelForm):
'reminder_hours_before': forms.NumberInput(attrs={'class': 'form-control', 'min': '0'}),
'is_active': forms.CheckboxInput(attrs={'class': 'form-check-input'}),
}
def __init__(self, *args, **kwargs):
user = kwargs.pop('user', None)
super().__init__(*args, **kwargs)
# Filter hospitals based on user role
if user and not user.is_px_admin() and user.hospital:
self.fields['hospital'].queryset = Hospital.objects.filter(id=user.hospital.id)
self.fields['hospital'].initial = user.hospital
self.fields['hospital'].widget.attrs['readonly'] = True
@ -823,7 +815,7 @@ class SLAConfigForm(forms.ModelForm):
return cleaned_data
class EscalationRuleForm(forms.ModelForm):
class EscalationRuleForm(HospitalFieldMixin, forms.ModelForm):
"""Form for creating and editing escalation rules"""
class Meta:
@ -840,11 +832,11 @@ class EscalationRuleForm(forms.ModelForm):
'name': forms.TextInput(attrs={'class': 'form-control'}),
'description': forms.Textarea(attrs={'class': 'form-control', 'rows': 3}),
'escalation_level': forms.NumberInput(attrs={'class': 'form-control', 'min': '1'}),
'max_escalation_level': forms.NumberInput(attrs={'class': 'form-control', 'min': '1'}),
'max_escalation_level': forms.NumberInput(attrs={'class': 'form-control', 'min': 1}),
'trigger_on_overdue': forms.CheckboxInput(attrs={'class': 'form-check-input'}),
'trigger_hours_overdue': forms.NumberInput(attrs={'class': 'form-control', 'min': '0'}),
'trigger_hours_overdue': forms.NumberInput(attrs={'class': 'form-control', 'min': 0}),
'reminder_escalation_enabled': forms.CheckboxInput(attrs={'class': 'form-check-input'}),
'reminder_escalation_hours': forms.NumberInput(attrs={'class': 'form-control', 'min': '0'}),
'reminder_escalation_hours': forms.NumberInput(attrs={'class': 'form-control', 'min': 0}),
'escalate_to_role': forms.Select(attrs={'class': 'form-select', 'id': 'escalate_to_role'}),
'escalate_to_user': forms.Select(attrs={'class': 'form-select'}),
'severity_filter': forms.Select(attrs={'class': 'form-select'}),
@ -853,23 +845,16 @@ class EscalationRuleForm(forms.ModelForm):
}
def __init__(self, *args, **kwargs):
user = kwargs.pop('user', None)
super().__init__(*args, **kwargs)
# Filter hospitals based on user role
if user and not user.is_px_admin() and user.hospital:
self.fields['hospital'].queryset = Hospital.objects.filter(id=user.hospital.id)
self.fields['hospital'].initial = user.hospital
self.fields['hospital'].widget.attrs['readonly'] = True
# Filter users for escalate_to_user field
from apps.accounts.models import User
if user and user.is_px_admin():
if self.user and self.user.is_px_admin():
self.fields['escalate_to_user'].queryset = User.objects.filter(is_active=True)
elif user and user.hospital:
elif self.user and self.user.hospital:
self.fields['escalate_to_user'].queryset = User.objects.filter(
is_active=True,
hospital=user.hospital
hospital=self.user.hospital
)
else:
self.fields['escalate_to_user'].queryset = User.objects.none()

View File

@ -1,161 +1,116 @@
"""
Feedback forms - Forms for feedback management
"""
from django import forms
from apps.organizations.models import Department, Hospital, Patient, Staff
from apps.core.form_mixins import HospitalFieldMixin
from .models import Feedback, FeedbackResponse, FeedbackStatus, FeedbackType, FeedbackCategory
class FeedbackForm(forms.ModelForm):
class FeedbackForm(HospitalFieldMixin, forms.ModelForm):
"""Form for creating and editing feedback"""
class Meta:
model = Feedback
fields = [
'patient',
'is_anonymous',
'contact_name',
'contact_email',
'contact_phone',
'hospital',
'department',
'staff',
'feedback_type',
'title',
'message',
'category',
'subcategory',
'rating',
'priority',
'encounter_id',
"patient",
"is_anonymous",
"contact_name",
"contact_email",
"contact_phone",
"hospital",
"department",
"staff",
"feedback_type",
"title",
"message",
"category",
"subcategory",
"rating",
"priority",
"encounter_id",
]
widgets = {
'patient': forms.Select(attrs={
'class': 'form-select',
'id': 'id_patient'
}),
'is_anonymous': forms.CheckboxInput(attrs={
'class': 'form-check-input',
'id': 'id_is_anonymous'
}),
'contact_name': forms.TextInput(attrs={
'class': 'form-control',
'placeholder': 'Enter contact name'
}),
'contact_email': forms.EmailInput(attrs={
'class': 'form-control',
'placeholder': 'Enter email address'
}),
'contact_phone': forms.TextInput(attrs={
'class': 'form-control',
'placeholder': 'Enter phone number'
}),
'hospital': forms.Select(attrs={
'class': 'form-select',
'required': True
}),
'department': forms.Select(attrs={
'class': 'form-select'
}),
'staff': forms.Select(attrs={
'class': 'form-select'
}),
'feedback_type': forms.Select(attrs={
'class': 'form-select',
'required': True
}),
'title': forms.TextInput(attrs={
'class': 'form-control',
'placeholder': 'Enter feedback title',
'required': True
}),
'message': forms.Textarea(attrs={
'class': 'form-control',
'rows': 5,
'placeholder': 'Enter your feedback message...',
'required': True
}),
'category': forms.Select(attrs={
'class': 'form-select',
'required': True
}),
'subcategory': forms.TextInput(attrs={
'class': 'form-control',
'placeholder': 'Enter subcategory (optional)'
}),
'rating': forms.NumberInput(attrs={
'class': 'form-control',
'min': 1,
'max': 5,
'placeholder': 'Rate from 1 to 5'
}),
'priority': forms.Select(attrs={
'class': 'form-select'
}),
'encounter_id': forms.TextInput(attrs={
'class': 'form-control',
'placeholder': 'Enter encounter ID (optional)'
}),
"patient": forms.Select(attrs={"class": "form-select", "id": "id_patient"}),
"is_anonymous": forms.CheckboxInput(attrs={"class": "form-check-input", "id": "id_is_anonymous"}),
"contact_name": forms.TextInput(attrs={"class": "form-control", "placeholder": "Enter contact name"}),
"contact_email": forms.EmailInput(attrs={"class": "form-control", "placeholder": "Enter email address"}),
"contact_phone": forms.TextInput(attrs={"class": "form-control", "placeholder": "Enter phone number"}),
"hospital": forms.Select(attrs={"class": "form-select", "required": True}),
"department": forms.Select(attrs={"class": "form-select"}),
"staff": forms.Select(attrs={"class": "form-select"}),
"feedback_type": forms.Select(attrs={"class": "form-select", "required": True}),
"title": forms.TextInput(
attrs={"class": "form-control", "placeholder": "Enter feedback title", "required": True}
),
"message": forms.Textarea(
attrs={
"class": "form-control",
"rows": 5,
"placeholder": "Enter your feedback message...",
"required": True,
}
),
"category": forms.Select(attrs={"class": "form-select", "required": True}),
"subcategory": forms.TextInput(
attrs={"class": "form-control", "placeholder": "Enter subcategory (optional)"}
),
"rating": forms.NumberInput(
attrs={"class": "form-control", "min": 1, "max": 5, "placeholder": "Rate from 1 to 5"}
),
"priority": forms.Select(attrs={"class": "form-select"}),
"encounter_id": forms.TextInput(
attrs={"class": "form-control", "placeholder": "Enter encounter ID (optional)"}
),
}
def __init__(self, *args, **kwargs):
user = kwargs.pop('user', None)
user = kwargs.pop("user", None)
super().__init__(*args, **kwargs)
# Filter hospitals based on user permissions
if user:
if not user.is_px_admin() and user.hospital:
self.fields['hospital'].queryset = Hospital.objects.filter(
id=user.hospital.id,
status='active'
)
self.fields["hospital"].queryset = Hospital.objects.filter(id=user.hospital.id, status="active")
else:
self.fields['hospital'].queryset = Hospital.objects.filter(status='active')
self.fields["hospital"].queryset = Hospital.objects.filter(status="active")
# Set initial hospital if user has one
if user and user.hospital and not self.instance.pk:
self.fields['hospital'].initial = user.hospital
self.fields["hospital"].initial = user.hospital
# Filter departments and physicians based on selected hospital
if self.instance.pk and hasattr(self.instance, 'hospital') and self.instance.hospital_id:
self.fields['department'].queryset = Department.objects.filter(
hospital=self.instance.hospital,
status='active'
)
self.fields['staff'].queryset = Staff.objects.filter(
hospital=self.instance.hospital,
status='active'
if self.instance.pk and hasattr(self.instance, "hospital") and self.instance.hospital_id:
self.fields["department"].queryset = Department.objects.filter(
hospital=self.instance.hospital, status="active"
)
self.fields["staff"].queryset = Staff.objects.filter(hospital=self.instance.hospital, status="active")
else:
self.fields['department'].queryset = Department.objects.none()
self.fields['staff'].queryset = Staff.objects.none()
self.fields["department"].queryset = Department.objects.none()
self.fields["staff"].queryset = Staff.objects.none()
# Make patient optional if anonymous
if self.data.get('is_anonymous'):
self.fields['patient'].required = False
if self.data.get("is_anonymous"):
self.fields["patient"].required = False
def clean(self):
cleaned_data = super().clean()
is_anonymous = cleaned_data.get('is_anonymous')
patient = cleaned_data.get('patient')
contact_name = cleaned_data.get('contact_name')
is_anonymous = cleaned_data.get("is_anonymous")
patient = cleaned_data.get("patient")
contact_name = cleaned_data.get("contact_name")
# Validate anonymous feedback
if is_anonymous:
if not contact_name:
raise forms.ValidationError(
"Contact name is required for anonymous feedback."
)
raise forms.ValidationError("Contact name is required for anonymous feedback.")
else:
if not patient:
raise forms.ValidationError(
"Please select a patient or mark as anonymous."
)
raise forms.ValidationError("Please select a patient or mark as anonymous.")
# Validate rating
rating = cleaned_data.get('rating')
rating = cleaned_data.get("rating")
if rating is not None and (rating < 1 or rating > 5):
raise forms.ValidationError("Rating must be between 1 and 5.")
@ -167,21 +122,13 @@ class FeedbackResponseForm(forms.ModelForm):
class Meta:
model = FeedbackResponse
fields = ['response_type', 'message', 'is_internal']
fields = ["response_type", "message", "is_internal"]
widgets = {
'response_type': forms.Select(attrs={
'class': 'form-select',
'required': True
}),
'message': forms.Textarea(attrs={
'class': 'form-control',
'rows': 4,
'placeholder': 'Enter your response...',
'required': True
}),
'is_internal': forms.CheckboxInput(attrs={
'class': 'form-check-input'
}),
"response_type": forms.Select(attrs={"class": "form-select", "required": True}),
"message": forms.Textarea(
attrs={"class": "form-control", "rows": 4, "placeholder": "Enter your response...", "required": True}
),
"is_internal": forms.CheckboxInput(attrs={"class": "form-check-input"}),
}
@ -190,111 +137,86 @@ class FeedbackFilterForm(forms.Form):
search = forms.CharField(
required=False,
widget=forms.TextInput(attrs={
'class': 'form-control',
'placeholder': 'Search by title, message, patient...'
})
widget=forms.TextInput(attrs={"class": "form-control", "placeholder": "Search by title, message, patient..."}),
)
feedback_type = forms.ChoiceField(
required=False,
choices=[('', 'All Types')] + list(FeedbackType.choices),
widget=forms.Select(attrs={'class': 'form-select'})
choices=[("", "All Types")] + list(FeedbackType.choices),
widget=forms.Select(attrs={"class": "form-select"}),
)
status = forms.ChoiceField(
required=False,
choices=[('', 'All Statuses')] + list(FeedbackStatus.choices),
widget=forms.Select(attrs={'class': 'form-select'})
choices=[("", "All Statuses")] + list(FeedbackStatus.choices),
widget=forms.Select(attrs={"class": "form-select"}),
)
category = forms.ChoiceField(
required=False,
choices=[('', 'All Categories')] + list(FeedbackCategory.choices),
widget=forms.Select(attrs={'class': 'form-select'})
choices=[("", "All Categories")] + list(FeedbackCategory.choices),
widget=forms.Select(attrs={"class": "form-select"}),
)
sentiment = forms.ChoiceField(
required=False,
choices=[
('', 'All Sentiments'),
('positive', 'Positive'),
('neutral', 'Neutral'),
('negative', 'Negative'),
("", "All Sentiments"),
("positive", "Positive"),
("neutral", "Neutral"),
("negative", "Negative"),
],
widget=forms.Select(attrs={'class': 'form-select'})
widget=forms.Select(attrs={"class": "form-select"}),
)
priority = forms.ChoiceField(
required=False,
choices=[
('', 'All Priorities'),
('low', 'Low'),
('medium', 'Medium'),
('high', 'High'),
('urgent', 'Urgent'),
("", "All Priorities"),
("low", "Low"),
("medium", "Medium"),
("high", "High"),
("urgent", "Urgent"),
],
widget=forms.Select(attrs={'class': 'form-select'})
widget=forms.Select(attrs={"class": "form-select"}),
)
hospital = forms.ModelChoiceField(
required=False,
queryset=Hospital.objects.filter(status='active'),
widget=forms.Select(attrs={'class': 'form-select'}),
empty_label='All Hospitals'
queryset=Hospital.objects.filter(status="active"),
widget=forms.Select(attrs={"class": "form-select"}),
empty_label="All Hospitals",
)
department = forms.ModelChoiceField(
required=False,
queryset=Department.objects.filter(status='active'),
widget=forms.Select(attrs={'class': 'form-select'}),
empty_label='All Departments'
queryset=Department.objects.filter(status="active"),
widget=forms.Select(attrs={"class": "form-select"}),
empty_label="All Departments",
)
rating_min = forms.IntegerField(
required=False,
min_value=1,
max_value=5,
widget=forms.NumberInput(attrs={
'class': 'form-control',
'placeholder': 'Min rating'
})
widget=forms.NumberInput(attrs={"class": "form-control", "placeholder": "Min rating"}),
)
rating_max = forms.IntegerField(
required=False,
min_value=1,
max_value=5,
widget=forms.NumberInput(attrs={
'class': 'form-control',
'placeholder': 'Max rating'
})
widget=forms.NumberInput(attrs={"class": "form-control", "placeholder": "Max rating"}),
)
date_from = forms.DateField(
required=False,
widget=forms.DateInput(attrs={
'class': 'form-control',
'type': 'date'
})
)
date_from = forms.DateField(required=False, widget=forms.DateInput(attrs={"class": "form-control", "type": "date"}))
date_to = forms.DateField(
required=False,
widget=forms.DateInput(attrs={
'class': 'form-control',
'type': 'date'
})
)
date_to = forms.DateField(required=False, widget=forms.DateInput(attrs={"class": "form-control", "type": "date"}))
is_featured = forms.BooleanField(
required=False,
widget=forms.CheckboxInput(attrs={'class': 'form-check-input'})
)
is_featured = forms.BooleanField(required=False, widget=forms.CheckboxInput(attrs={"class": "form-check-input"}))
requires_follow_up = forms.BooleanField(
required=False,
widget=forms.CheckboxInput(attrs={'class': 'form-check-input'})
required=False, widget=forms.CheckboxInput(attrs={"class": "form-check-input"})
)
@ -302,38 +224,29 @@ class FeedbackStatusChangeForm(forms.Form):
"""Form for changing feedback status"""
status = forms.ChoiceField(
choices=FeedbackStatus.choices,
widget=forms.Select(attrs={
'class': 'form-select',
'required': True
})
choices=FeedbackStatus.choices, widget=forms.Select(attrs={"class": "form-select", "required": True})
)
note = forms.CharField(
required=False,
widget=forms.Textarea(attrs={
'class': 'form-control',
'rows': 3,
'placeholder': 'Add a note about this status change (optional)...'
})
widget=forms.Textarea(
attrs={
"class": "form-control",
"rows": 3,
"placeholder": "Add a note about this status change (optional)...",
}
),
)
class FeedbackAssignForm(forms.Form):
"""Form for assigning feedback to a user"""
user_id = forms.UUIDField(
widget=forms.Select(attrs={
'class': 'form-select',
'required': True
})
)
user_id = forms.UUIDField(widget=forms.Select(attrs={"class": "form-select", "required": True}))
note = forms.CharField(
required=False,
widget=forms.Textarea(attrs={
'class': 'form-control',
'rows': 2,
'placeholder': 'Add a note about this assignment (optional)...'
})
widget=forms.Textarea(
attrs={"class": "form-control", "rows": 2, "placeholder": "Add a note about this assignment (optional)..."}
),
)

View File

@ -1,11 +1,12 @@
"""
RCA (Root Cause Analysis) forms
"""
RCA (Root Cause Analysis) forms
"""
from django import forms
from django.utils import timezone
from apps.core.models import PriorityChoices
from apps.core.form_mixins import HospitalFieldMixin
from .models import (
RCAActionStatus,
RCAActionType,
@ -19,7 +20,7 @@ from .models import (
)
class RootCauseAnalysisForm(forms.ModelForm):
class RootCauseAnalysisForm(HospitalFieldMixin, forms.ModelForm):
"""Form for creating and editing RootCauseAnalysis"""
class Meta:
@ -70,7 +71,6 @@ class RootCauseAnalysisForm(forms.ModelForm):
}
def __init__(self, *args, **kwargs):
user = kwargs.pop('user', None)
super().__init__(*args, **kwargs)
# Filter assigned_to to show only active users
@ -80,19 +80,6 @@ class RootCauseAnalysisForm(forms.ModelForm):
is_active=True
).order_by('email')
# Set initial hospital if user has one
if user and not self.instance.pk:
from apps.organizations.models import Hospital
try:
user_hospital = Hospital.objects.filter(
staff__user=user
).first()
if user_hospital:
self.fields['hospital'].initial = user_hospital
self.fields['hospital'].widget.attrs['readonly'] = True
except:
pass
class RCARootCauseForm(forms.ModelForm):
"""Form for creating and editing RCARootCause"""

View File

@ -506,6 +506,7 @@
</div>
<div class="grid grid-cols-1 md:grid-cols-2 gap-5">
{% if not form.hospital.is_hidden %}
<div>
<label for="{{ form.hospital.id_for_label }}" class="form-label">
{{ form.hospital.label }} <span class="required-mark">*</span>
@ -518,6 +519,9 @@
</p>
{% endif %}
</div>
{% else %}
{{ form.hospital }}
{% endif %}
<div>
<label for="{{ form.department.id_for_label }}" class="form-label">

View File

@ -34,7 +34,7 @@
<form method="post" class="row g-3">
{% csrf_token %}
{% if request.user.is_px_admin %}
{% if not form.hospital.is_hidden %}
<div class="col-md-12">
<label for="id_hospital" class="form-label">
{% translate "Hospital" %} <span class="text-danger">*</span>

View File

@ -34,7 +34,7 @@
<form method="post" class="row g-3">
{% csrf_token %}
{% if request.user.is_px_admin %}
{% if not form.hospital.is_hidden %}
<div class="col-md-12">
<label for="id_hospital" class="form-label">
{% translate "Hospital" %} <span class="text-danger">*</span>

View File

@ -197,6 +197,7 @@
</h3>
<div class="grid grid-cols-1 md:grid-cols-2 gap-5">
{% if not form.hospital.is_hidden %}
<div class="form-group">
<label for="{{ form.hospital.id_for_label }}" class="form-label">
{{ form.hospital.label }} <span class="text-red-500">*</span>
@ -212,6 +213,9 @@
</p>
{% endfor %}
</div>
{% else %}
{{ form.hospital }}
{% endif %}
<div class="form-group">
<label for="{{ form.department.id_for_label }}" class="form-label">

View File

@ -242,6 +242,7 @@
<i class="bi bi-building me-2"></i>Organization Information
</div>
<div class="form-card-body">
{% if not form.hospital.is_hidden %}
<!-- Hospital -->
<div class="mb-3">
<label for="{{ form.hospital.id_for_label }}" class="form-label required-field">{% trans "Hospital" %}</label>
@ -250,6 +251,9 @@
<div class="text-danger small">{{ form.hospital.errors }}</div>
{% endif %}
</div>
{% else %}
{{ form.hospital }}
{% endif %}
<!-- Department -->
<div class="mb-3">