510 lines
21 KiB
Python
510 lines
21 KiB
Python
"""
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QI Projects Forms
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Forms for creating and managing Quality Improvement projects and tasks.
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"""
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from django import forms
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from django.forms import inlineformset_factory
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from django.utils.translation import gettext_lazy as _
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from apps.accounts.models import User
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from apps.core.form_mixins import HospitalFieldMixin
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from apps.organizations.models import Department, Staff
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from .models import FOCUSPhase, PDCAPhase, QIProject, QIProjectTask, QIProjectTaskAttachment
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class QIProjectForm(HospitalFieldMixin, forms.ModelForm):
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"""
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Form for creating and editing QI Projects.
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Hospital field visibility:
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- PX Admins: See dropdown with all hospitals
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- Others: Hidden field, auto-set to user's hospital
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"""
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class Meta:
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model = QIProject
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fields = [
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"name",
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"name_ar",
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"description",
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"hospital",
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"departments",
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"project_lead",
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"team_members",
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"status",
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"start_date",
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"target_completion_date",
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"outcome_description",
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]
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widgets = {
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"name": forms.TextInput(
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attrs={
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"class": "w-full px-4 py-2.5 rounded-xl border border-slate-200 focus:border-navy focus:ring-2 focus:ring-navy/20 transition text-sm",
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"placeholder": _("Project name"),
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}
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),
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"name_ar": forms.TextInput(
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attrs={
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"class": "w-full px-4 py-2.5 rounded-xl border border-slate-200 focus:border-navy focus:ring-2 focus:ring-navy/20 transition text-sm",
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"placeholder": _("اسم المشروع"),
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"dir": "rtl",
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}
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),
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"description": forms.Textarea(
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attrs={
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"class": "w-full px-4 py-2.5 rounded-xl border border-slate-200 focus:border-navy focus:ring-2 focus:ring-navy/20 transition text-sm resize-none",
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"rows": 4,
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"placeholder": _("Describe the project objectives and scope..."),
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}
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),
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"hospital": forms.Select(
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attrs={
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"class": "w-full px-4 py-2.5 rounded-xl border border-slate-200 focus:border-navy focus:ring-2 focus:ring-navy/20 transition text-sm bg-white"
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}
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),
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"departments": forms.SelectMultiple(
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attrs={
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"class": "w-full px-4 py-2.5 rounded-xl border border-slate-200 focus:border-navy focus:ring-2 focus:ring-navy/20 transition text-sm bg-white",
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"data-tomselect": "",
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"size": "6",
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}
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),
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"project_lead": forms.Select(
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attrs={
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"class": "w-full px-4 py-2.5 rounded-xl border border-slate-200 focus:border-navy focus:ring-2 focus:ring-navy/20 transition text-sm bg-white",
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"data-tomselect": "",
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}
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),
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"status": forms.Select(
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attrs={
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"class": "w-full px-4 py-2.5 rounded-xl border border-slate-200 focus:border-navy focus:ring-2 focus:ring-navy/20 transition text-sm bg-white"
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}
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),
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"start_date": forms.DateInput(
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attrs={
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"class": "w-full px-4 py-2.5 rounded-xl border border-slate-200 focus:border-navy focus:ring-2 focus:ring-navy/20 transition text-sm",
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"type": "date",
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}
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),
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"target_completion_date": forms.DateInput(
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attrs={
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"class": "w-full px-4 py-2.5 rounded-xl border border-slate-200 focus:border-navy focus:ring-2 focus:ring-navy/20 transition text-sm",
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"type": "date",
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}
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),
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"outcome_description": forms.Textarea(
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attrs={
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"class": "w-full px-4 py-2.5 rounded-xl border border-slate-200 focus:border-navy focus:ring-2 focus:ring-navy/20 transition text-sm resize-none",
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"rows": 3,
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"placeholder": _("Document project outcomes and results..."),
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}
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),
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}
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def __init__(self, *args, **kwargs):
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super().__init__(*args, **kwargs)
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# Project lead is required on this form (consistent with ConvertToProjectForm)
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self.fields["project_lead"].required = True
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# Resolve hospital id from data/initial/instance/user (same precedence as before)
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hospital_id = None
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if self.data.get("hospital"):
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hospital_id = self.data.get("hospital")
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elif self.initial.get("hospital"):
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hospital_id = self.initial.get("hospital")
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elif self.instance and self.instance.pk and self.instance.hospital:
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hospital_id = self.instance.hospital.id
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elif self.user and self.user.is_px_admin():
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tenant_hospital = getattr(self.request, "tenant_hospital", None)
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if tenant_hospital:
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hospital_id = tenant_hospital.id
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elif self.user and self.user.hospital:
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hospital_id = self.user.hospital.id
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if hospital_id:
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self.fields["departments"].queryset = Department.objects.filter(
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hospital_id=hospital_id, status="active"
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).order_by("name")
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# Broad queryset; clean_project_lead / clean_team_members enforce the
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# authoritative rules (role-holder of a selected dept, or PX management/employee).
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staff_qs = Staff.objects.filter(
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hospital_id=hospital_id, status="active"
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).order_by("first_name", "last_name")
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self.fields["project_lead"].queryset = staff_qs
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self.fields["team_members"].queryset = staff_qs
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else:
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self.fields["departments"].queryset = Department.objects.none()
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self.fields["project_lead"].queryset = Staff.objects.none()
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self.fields["team_members"].queryset = Staff.objects.none()
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def _role_holder_ids_for_departments(self, departments):
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"""Return the set of Staff PKs who are champion or manager (via staff_profile)
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of any of the given departments."""
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ids = set()
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if not departments:
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return ids
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for dept in Department.objects.filter(pk__in=[d.pk for d in departments]):
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if dept.champion_id:
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ids.add(dept.champion_id)
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if dept.manager_id and dept.manager is not None:
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sp = getattr(dept.manager, "staff_profile", None)
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if sp and sp.pk:
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ids.add(sp.pk)
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return ids
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def clean_project_lead(self):
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lead = self.cleaned_data.get("project_lead")
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if not lead:
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return lead
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departments = self.cleaned_data.get("departments") or []
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if lead.pk in self._role_holder_ids_for_departments(departments):
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return lead
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# PX Management / PX Employee may also lead (PX-led initiatives)
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if lead.user and (lead.user.is_px_management() or lead.user.is_px_employee()):
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return lead
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raise forms.ValidationError(
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_("Project lead must be the manager or champion of a selected department, "
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"or a PX Management / PX Employee staff member.")
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)
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def clean_team_members(self):
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members = self.cleaned_data.get("team_members") or []
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departments = self.cleaned_data.get("departments") or []
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if not members:
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return members
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valid_ids = self._role_holder_ids_for_departments(departments)
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invalid = [m for m in members if m.pk not in valid_ids]
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if invalid:
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names = ", ".join(m.get_full_name() for m in invalid)
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raise forms.ValidationError(
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_("%(names)s is not the manager or champion of a selected department."),
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params={"names": names},
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)
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return members
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class QIProjectTaskForm(forms.ModelForm):
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"""
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Form for creating and editing QI Project tasks.
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"""
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class Meta:
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model = QIProjectTask
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fields = ["title", "description", "assigned_to", "status", "due_date", "order", "pdca_phase", "focus_phase"]
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widgets = {
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"title": forms.TextInput(
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attrs={
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"class": "w-full px-4 py-2.5 rounded-xl border border-slate-200 focus:border-navy focus:ring-2 focus:ring-navy/20 transition text-sm",
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"placeholder": _("Task title"),
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}
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),
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"description": forms.Textarea(
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attrs={
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"class": "w-full px-4 py-2.5 rounded-xl border border-slate-200 focus:border-navy focus:ring-2 focus:ring-navy/20 transition text-sm resize-none",
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"rows": 3,
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"placeholder": _("Task description..."),
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}
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),
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"assigned_to": forms.Select(
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attrs={
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"class": "w-full px-4 py-2.5 rounded-xl border border-slate-200 focus:border-navy focus:ring-2 focus:ring-navy/20 transition text-sm bg-white"
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}
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),
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"status": forms.Select(
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attrs={
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"class": "w-full px-4 py-2.5 rounded-xl border border-slate-200 focus:border-navy focus:ring-2 focus:ring-navy/20 transition text-sm bg-white"
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}
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),
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"due_date": forms.DateInput(
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attrs={
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"class": "w-full px-4 py-2.5 rounded-xl border border-slate-200 focus:border-navy focus:ring-2 focus:ring-navy/20 transition text-sm",
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"type": "date",
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}
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),
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"order": forms.NumberInput(
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attrs={
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"class": "w-full px-4 py-2.5 rounded-xl border border-slate-200 focus:border-navy focus:ring-2 focus:ring-navy/20 transition text-sm",
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"min": 0,
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}
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),
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"pdca_phase": forms.Select(
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attrs={
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"class": "w-full px-4 py-2.5 rounded-xl border border-slate-200 focus:border-navy focus:ring-2 focus:ring-navy/20 transition text-sm bg-white"
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}
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),
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"focus_phase": forms.Select(
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attrs={
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"class": "w-full px-4 py-2.5 rounded-xl border border-slate-200 focus:border-navy focus:ring-2 focus:ring-navy/20 transition text-sm bg-white"
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}
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),
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}
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def __init__(self, *args, **kwargs):
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self.project = kwargs.pop("project", None)
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self.current_phase = kwargs.pop("current_phase", None)
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self.phase_type = kwargs.pop("phase_type", None)
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self.allow_any_phase = kwargs.pop("allow_any_phase", False)
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super().__init__(*args, **kwargs)
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# Make order field not required (has default value of 0)
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self.fields["order"].required = False
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if self.allow_any_phase:
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# Show both PDCA and FOCUS dropdowns
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if self.project:
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self.fields["pdca_phase"].queryset = self.project.pdca_phases.all().order_by("order")
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self.fields["focus_phase"].queryset = self.project.focus_phases.all().order_by("order")
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if self.current_phase:
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if isinstance(self.current_phase, PDCAPhase):
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self.fields["pdca_phase"].initial = self.current_phase.pk
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elif isinstance(self.current_phase, FOCUSPhase):
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self.fields["focus_phase"].initial = self.current_phase.pk
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else:
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self.fields["pdca_phase"].queryset = PDCAPhase.objects.none()
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self.fields["focus_phase"].queryset = FOCUSPhase.objects.none()
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elif self.phase_type == "focus":
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self.fields["pdca_phase"].queryset = PDCAPhase.objects.none()
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self.fields["pdca_phase"].widget = forms.HiddenInput()
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if self.project:
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self.fields["focus_phase"].queryset = self.project.focus_phases.all().order_by("order")
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if self.current_phase:
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self.fields["focus_phase"].initial = self.current_phase.pk
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else:
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self.fields["focus_phase"].queryset = FOCUSPhase.objects.none()
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self.fields["focus_phase"].widget = forms.HiddenInput()
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else:
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if self.project:
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self.fields["pdca_phase"].queryset = self.project.pdca_phases.all().order_by("order")
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if self.current_phase:
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self.fields["pdca_phase"].initial = self.current_phase.pk
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else:
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self.fields["pdca_phase"].queryset = PDCAPhase.objects.none()
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self.fields["pdca_phase"].widget = forms.HiddenInput()
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self.fields["focus_phase"].queryset = FOCUSPhase.objects.none()
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self.fields["focus_phase"].widget = forms.HiddenInput()
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# Filter assigned_to choices to the project's team members
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# (explicitly selected managers/champions + the project lead).
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if self.project and self.project.pk:
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self.fields["assigned_to"].queryset = self.project.team_members.all().order_by("first_name", "last_name")
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else:
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self.fields["assigned_to"].queryset = Staff.objects.none()
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class QIProjectTaskAttachmentForm(forms.ModelForm):
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"""File attachment upload for a QI project task."""
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class Meta:
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model = QIProjectTaskAttachment
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fields = ["file", "description"]
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widgets = {
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"description": forms.Textarea(
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attrs={
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"class": "w-full px-4 py-2.5 rounded-xl border border-slate-200 focus:border-navy focus:ring-2 focus:ring-navy/20 transition text-sm resize-none",
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"rows": 2,
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"placeholder": _("Optional description..."),
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}
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),
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}
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class QIProjectTemplateForm(HospitalFieldMixin, forms.ModelForm):
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"""
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Form for creating and editing QI Project templates.
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Hospital field visibility:
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- PX Admins: See dropdown with all hospitals
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- Others: Hidden field, auto-set to user's hospital
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Templates can be:
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- Global (hospital=None) - available to all
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- Hospital-specific - available only to that hospital
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"""
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class Meta:
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model = QIProject
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fields = ["name", "name_ar", "description", "hospital", "departments", "target_completion_date"]
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widgets = {
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"name": forms.TextInput(
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attrs={
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"class": "w-full px-4 py-2.5 rounded-xl border border-slate-200 focus:border-navy focus:ring-2 focus:ring-navy/20 transition text-sm",
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"placeholder": _("Template name"),
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}
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),
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"name_ar": forms.TextInput(
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attrs={
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"class": "w-full px-4 py-2.5 rounded-xl border border-slate-200 focus:border-navy focus:ring-2 focus:ring-navy/20 transition text-sm",
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"placeholder": _("اسم القالب"),
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"dir": "rtl",
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}
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),
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"description": forms.Textarea(
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attrs={
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"class": "w-full px-4 py-2.5 rounded-xl border border-slate-200 focus:border-navy focus:ring-2 focus:ring-navy/20 transition text-sm resize-none",
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"rows": 4,
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"placeholder": _("Describe the project template..."),
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}
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),
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"hospital": forms.Select(
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attrs={
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"class": "w-full px-4 py-2.5 rounded-xl border border-slate-200 focus:border-navy focus:ring-2 focus:ring-navy/20 transition text-sm bg-white"
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}
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),
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"departments": forms.SelectMultiple(
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attrs={
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"class": "w-full px-4 py-2.5 rounded-xl border border-slate-200 focus:border-navy focus:ring-2 focus:ring-navy/20 transition text-sm bg-white",
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"data-tomselect": "",
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"size": "6",
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}
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),
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"target_completion_date": forms.DateInput(
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attrs={
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"class": "w-full px-4 py-2.5 rounded-xl border border-slate-200 focus:border-navy focus:ring-2 focus:ring-navy/20 transition text-sm",
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"type": "date",
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}
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),
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}
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def __init__(self, *args, **kwargs):
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super().__init__(*args, **kwargs)
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# Make hospital optional for templates (global templates)
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self.fields["hospital"].required = False
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self.fields["hospital"].empty_label = _("Global (All Hospitals)")
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# Filter department choices based on hospital
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hospital_id = None
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if self.data.get("hospital"):
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hospital_id = self.data.get("hospital")
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elif self.initial.get("hospital"):
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hospital_id = self.initial.get("hospital")
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elif self.instance and self.instance.pk and self.instance.hospital:
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hospital_id = self.instance.hospital.id
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elif self.user and self.user.is_px_admin():
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tenant_hospital = getattr(self.request, "tenant_hospital", None)
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if tenant_hospital:
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hospital_id = tenant_hospital.id
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elif self.user and self.user.hospital:
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hospital_id = self.user.hospital.id
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if hospital_id:
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self.fields["departments"].queryset = Department.objects.filter(
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hospital_id=hospital_id, status="active"
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).order_by("name")
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else:
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self.fields["departments"].queryset = Department.objects.none()
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class ConvertToProjectForm(forms.Form):
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"""
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Form for converting a PX Action to a QI Project.
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Allows selecting a template and customizing the project details.
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"""
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template = forms.ModelChoiceField(
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queryset=QIProject.objects.none(),
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required=False,
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empty_label=_("Blank Project"),
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label=_("Project Template"),
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widget=forms.Select(
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attrs={
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"class": "w-full px-4 py-2.5 rounded-xl border border-slate-200 focus:border-navy focus:ring-2 focus:ring-navy/20 transition text-sm bg-white"
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}
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),
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)
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project_name = forms.CharField(
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max_length=200,
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label=_("Project Name"),
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widget=forms.TextInput(
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attrs={
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"class": "w-full px-4 py-2.5 rounded-xl border border-slate-200 focus:border-navy focus:ring-2 focus:ring-navy/20 transition text-sm",
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"placeholder": _("Enter project name"),
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}
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),
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)
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project_lead = forms.ModelChoiceField(
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queryset=User.objects.none(),
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required=True,
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label=_("Project Lead"),
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widget=forms.Select(
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attrs={
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"class": "w-full px-4 py-2.5 rounded-xl border border-slate-200 focus:border-navy focus:ring-2 focus:ring-navy/20 transition text-sm bg-white"
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}
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),
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)
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target_completion_date = forms.DateField(
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required=False,
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label=_("Target Completion Date"),
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widget=forms.DateInput(
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attrs={
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"class": "w-full px-4 py-2.5 rounded-xl border border-slate-200 focus:border-navy focus:ring-2 focus:ring-navy/20 transition text-sm",
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"type": "date",
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}
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),
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)
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def __init__(self, *args, **kwargs):
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self.request = kwargs.pop("request", None)
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self.user = self.request.user if self.request else None
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self.action = kwargs.pop("action", None)
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super().__init__(*args, **kwargs)
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from apps.organizations.models import Staff
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if self.user and self.user.hospital:
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# Filter templates by hospital (or global)
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from django.db.models import Q
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self.fields["template"].queryset = QIProject.objects.filter(
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Q(hospital=self.user.hospital) | Q(hospital__isnull=True),
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status="template", # We'll add this status or use metadata
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).order_by("name")
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# Filter project lead by hospital
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self.fields["project_lead"].queryset = Staff.objects.filter(
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hospital=self.user.hospital, status="active"
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).order_by("first_name", "last_name")
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else:
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self.fields["template"].queryset = QIProject.objects.none()
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self.fields["project_lead"].queryset = Staff.objects.none()
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# Inline formset for task templates (used with QIProject templates)
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class TaskTemplateForm(forms.ModelForm):
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"""Simplified form for task templates (no project field needed)"""
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class Meta:
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model = QIProjectTask
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fields = ["title", "description"]
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widgets = {
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"title": forms.TextInput(
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attrs={
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"class": "form-control",
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"placeholder": _("Task title"),
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}
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),
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"description": forms.TextInput(
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attrs={
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"class": "form-control",
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"placeholder": _("Description"),
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}
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),
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}
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TaskTemplateFormSet = inlineformset_factory(
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QIProject,
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QIProjectTask,
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form=TaskTemplateForm,
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fields=["title", "description"],
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extra=1,
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can_delete=True,
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)
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