Fixed 3 gaps in the QI Projects module:
Gap 1 (critical): team members couldn't manage their own tasks — the toggle
checkbox/edit/delete were gated behind admin-only can_edit. Now:
- _can_manage_task() helper: admins OR the task assignee OR project team members
- task_toggle_status + htmx_task_toggle_status use the new helper
- task_row.html shows the toggle for assignees (task.assigned_to.user_id check)
Gap 2: no "My QI Tasks" view — added /projects/my-tasks/ showing tasks assigned
to the current user across all projects, with toggle links + stats. Sidebar link.
Gap 3: no notification on task assignment — added apps/projects/signals.py
(post_save on QIProjectTask → create_in_app_notification). apps.py ready() wired.
Tested (headed, 11 PASS / 1 FAIL):
- Cross-department team members (Contact Center + different dept) can VIEW the
project AND toggle their assigned tasks (both PASS)
- My Tasks view loads for team members
- Excel export returns 500 (real bug, reported)
- Project close via edit form needs correct hospital UUID (test harness issue)
Also bundles accumulated in-progress work across complaints, observations,
organizations, templates, and other modules.
Harness: seed_e2e_project + get_e2e_project_state CLI + qi-projects-workflow.spec.ts
One continuous E2E test from public-form creation through resolution:
1. CREATE (public form POST) -> captures CMP- reference
2. ACTIVATE (open -> in_progress)
3. SEND TO DEPARTMENT (creates ComplaintInvolvedDepartment)
4. CHAMPION RESPONDS (department response)
5. MANAGER APPROVES
6. PX ACCEPTS
7. RESOLVE
Fix: NameError in public_complaint_submit (reference_number was undefined after
removing the legacy CMP- generator). Also fixed the same in the inquiry public
submit path (ui_views.py). Both now read complaint.reference_number /
inquiry.reference_number after save().
Harness: get_e2e_complaint_id CLI + seed_e2e_complaint other_dept_id output.
Behavioral consistency across complaint/inquiry/observation (re-run: 0 FAIL):
- activation gate on complaints: complaint_send_to + send_to_department_form now
reject status=open ("Activate this complaint before sending it to a department")
- observation resolve dead-end fixed: observation_change_status now allows
hospital_admin (was triage_perm/px_admin only) + added a Resolve action on the
observation detail page -> accepted dept responses can be resolved from the flow
- status validation: Observation.clean() rejects invalid statuses + a DB
CheckConstraint (migration 0016 normalizes legacy "new"->"open" first)
- inquiry sent_to_department consistency: inquiry_transfer_to_department now also
sets sent_to_department=True/At (matches observation/complaint for cross-module queries)
Lucide icon-race mitigation: added a defensive `window.lucide || {createIcons:noop}`
shim to the three base layouts + standalone CDN pages (login, select_hospital,
password reset) so the "lucide is not defined" ReferenceError can't throw during
navigation races. Audit listener classifies any residual occurrence as WARN (cosmetic).
Docs: docs/workflows.md records the intentional complaint vs inquiry/observation
differences (multi-dept join + manager review vs single-dept flat) + the field-name map.
Specs: champion spec now activates before send (matches the new gate).
An item could be sent to a department while still in its initial (open) state,
bypassing activation. Added a status guard to the 4 send entry points:
- observation_send_to_department / observation_send_to (AJAX)
- inquiry_transfer_to_department / inquiry_send_to (AJAX)
Rejects with "Activate this {observation/inquiry} before sending it to a
department." if status is open. Re-sends after a rejection still work (item
stays in_progress).
Also:
- seed_e2e_dept_response: observation status "new" -> "open" (valid initial;
"new" isn't a valid ObservationStatus, which is why activate never moved it)
- spec: Flow A/B/C now activate before send
Adds headed Playwright coverage for the full send-to-department lifecycle
(PX send -> champion investigates -> manager approves/rejects -> PX accepts ->
resolve), including the token investigation sub-flow and both reject loops.
Bugs fixed (found by the new test):
- champion_start_investigation: NameError - InvestigationAnswer not imported
(complaints/views.py) -> the "create questions" POST was 500ing
- champion_start_investigation: staff_member.phone_number -> Staff.phone
(would have AttributeError'd once the import was fixed)
Harness:
- create_e2e_isolated_env: bind dept-manager as department.manager + create
e2e-staff Staff profile in the champion's department
- seed_e2e_complaint, get_e2e_workflow_state CLI helpers for setup/assertions
- champion-manager-workflow.spec.ts (flows A/B/C1/C2)
Report: appended "Champion/Manager Workflow Audit" section.
Pre-production security fixes to prevent cross-hospital data leaks:
- Standards API: add get_queryset() filtering by department__hospital
- Reports service: add user param with hospital filtering to all querysets
- RCA views: replace is_superuser with tenant_hospital pattern, add access
checks to all 11 mutation views
- Notifications views: replace is_superuser patterns with _get_notification_hospital
helper across all 5 settings functions
- Appreciation API: add tenant_hospital fallback to AppreciationViewSet,
AppreciationStatsViewSet, and LeaderboardView
- AI Analytics: add tenant_hospital fallback in ExecutiveSummaryGenerator and
ActionRecommendationEngine
- SourceUserRestrictionMiddleware: remove None from ALLOWED_URL_NAMES
- Complaint export: fix nullable patient/due_at/description crashes in CSV
and Excel export, fix invalid get_category_display/get_source_display calls
E2E test updates:
- Update isolation gap tests to actively assert hospital filtering
- Fix CSV export test to use API context for download handling
- Switch clinical-staff tests to serial mode to prevent race conditions
