277 lines
9.0 KiB
Python
277 lines
9.0 KiB
Python
"""
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Projects models - Quality Improvement (QI) projects tracking
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This module implements QI project management:
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- Project tracking
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- Task management
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- PDCA cycle phases
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- Milestone tracking
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- Outcome measurement
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"""
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from django.db import models
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from django.utils.translation import gettext_lazy as _
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from apps.core.models import StatusChoices, TimeStampedModel, UUIDModel
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class PDCAPhaseChoices(models.TextChoices):
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PLAN = "plan", _("Plan")
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DO = "do", _("Do")
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CHECK = "check", _("Check")
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ACT = "act", _("Act")
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class FOCUSPhaseChoices(models.TextChoices):
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FIND = "find", _("Find")
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ORGANIZE = "organize", _("Organize")
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CLARIFY = "clarify", _("Clarify")
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UNDERSTAND = "understand", _("Understand")
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SELECT = "select", _("Select")
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class QIProject(UUIDModel, TimeStampedModel):
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"""
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Quality Improvement Project.
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Tracks improvement initiatives driven by PX feedback.
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Can also serve as a template for creating new projects.
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"""
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name = models.CharField(max_length=200)
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name_ar = models.CharField(max_length=200, blank=True)
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description = models.TextField()
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# Template flag - if True, this is a template not an active project
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is_template = models.BooleanField(
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default=False, db_index=True, help_text="If True, this is a reusable template, not an active project"
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)
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# Organization
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hospital = models.ForeignKey(
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"organizations.Hospital",
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on_delete=models.CASCADE,
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related_name="qi_projects",
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null=True,
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blank=True,
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help_text="Null for global templates available to all hospitals",
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)
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departments = models.ManyToManyField(
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"organizations.Department",
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blank=True,
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related_name="qi_projects",
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help_text="Departments involved in this QI project. Team membership is derived from each department's champion and manager.",
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)
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# Project lead
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project_lead = models.ForeignKey(
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"organizations.Staff", on_delete=models.SET_NULL, null=True, blank=True, related_name="led_qi_projects"
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)
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# Creator
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created_by = models.ForeignKey(
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"accounts.User", on_delete=models.SET_NULL, null=True, blank=True, related_name="created_qi_projects"
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)
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# Team members
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team_members = models.ManyToManyField("organizations.Staff", blank=True, related_name="qi_project_memberships")
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# Status
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status = models.CharField(
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max_length=20, choices=StatusChoices.choices, default=StatusChoices.PENDING, db_index=True
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)
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# Dates
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start_date = models.DateField(null=True, blank=True)
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target_completion_date = models.DateField(null=True, blank=True, db_index=True)
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actual_completion_date = models.DateField(null=True, blank=True)
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# Linked to PX Actions (optional)
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related_actions = models.ManyToManyField("px_action_center.PXAction", blank=True, related_name="qi_projects")
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# Outcomes
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outcome_description = models.TextField(blank=True)
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success_metrics = models.JSONField(default=dict, blank=True, help_text="Success metrics and results")
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# FOCUS methodology
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focus_enabled = models.BooleanField(
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default=True, help_text="Whether to use FOCUS methodology alongside PDCA"
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)
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# Metadata
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metadata = models.JSONField(default=dict, blank=True)
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class Meta:
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ordering = ["-created_at"]
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indexes = [
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models.Index(fields=["hospital", "status", "-created_at"]),
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models.Index(fields=["is_template", "hospital"]),
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models.Index(fields=["project_lead", "status"]),
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models.Index(fields=["status", "target_completion_date"]),
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]
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def __str__(self):
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if self.is_template:
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return f"[Template] {self.name}"
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return f"{self.name} ({self.status})"
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def get_team_members_staff_ids(self):
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"""Return the set of Staff PKs derived from each linked department's
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champion (a Staff) and manager (a User -> staff_profile). De-duped; nulls skipped."""
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pks = set()
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for dept in self.departments.all():
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if dept.champion_id:
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pks.add(dept.champion_id)
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# `Department.manager` is a FK to User; resolve to its Staff profile if present.
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manager_user_id = getattr(dept, "manager_id", None)
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if manager_user_id:
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manager_user = dept.manager
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if manager_user is not None and hasattr(manager_user, "staff_profile"):
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sp = manager_user.staff_profile
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if sp is not None and sp.id:
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pks.add(sp.id)
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# Ensure project lead is always considered part of the team
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if self.project_lead_id:
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pks.add(self.project_lead_id)
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return pks
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def sync_team_members_from_departments(self):
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"""Rebuild the `team_members` M2M from the champion + manager of each
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linked department (plus the project lead). Idempotent."""
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if not self.pk:
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return
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from apps.organizations.models import Staff
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self.team_members.set(Staff.objects.filter(pk__in=self.get_team_members_staff_ids()))
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def is_team_member(self, user):
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"""True if the given user's staff_profile is a derived team member or the project lead."""
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staff_profile = getattr(user, "staff_profile", None)
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if not staff_profile:
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return False
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if self.project_lead_id and self.project_lead_id == staff_profile.id:
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return True
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return self.team_members.filter(pk=staff_profile.id).exists()
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class QIProjectTask(UUIDModel, TimeStampedModel):
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"""
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Task within a QI project.
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"""
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project = models.ForeignKey(QIProject, on_delete=models.CASCADE, related_name="tasks")
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pdca_phase = models.ForeignKey(
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"PDCAPhase",
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on_delete=models.CASCADE,
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null=True,
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blank=True,
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related_name="tasks",
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)
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focus_phase = models.ForeignKey(
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"FOCUSPhase",
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on_delete=models.CASCADE,
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null=True,
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blank=True,
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related_name="tasks",
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)
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title = models.CharField(max_length=500)
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description = models.TextField(blank=True)
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# Assignment
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assigned_to = models.ForeignKey(
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"organizations.Staff", on_delete=models.SET_NULL, null=True, blank=True, related_name="qi_tasks"
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)
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# Status
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status = models.CharField(max_length=20, choices=StatusChoices.choices, default=StatusChoices.PENDING)
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# Dates
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due_date = models.DateField(null=True, blank=True)
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completed_date = models.DateField(null=True, blank=True)
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# Order
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order = models.IntegerField(default=0)
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class Meta:
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ordering = ["project", "order"]
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def __str__(self):
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return f"{self.project.name} - {self.title}"
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class PDCAPhase(UUIDModel, TimeStampedModel):
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"""
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PDCA (Plan-Do-Check-Act) phase within a QI project.
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Each project can have up to 4 phases, one per PDCA stage.
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"""
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project = models.ForeignKey(QIProject, on_delete=models.CASCADE, related_name="pdca_phases")
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phase = models.CharField(max_length=10, choices=PDCAPhaseChoices.choices)
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title = models.CharField(max_length=300, blank=True)
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description = models.TextField(blank=True)
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owner = models.ForeignKey(
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"accounts.User",
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on_delete=models.SET_NULL,
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null=True,
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blank=True,
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related_name="owned_pdca_phases",
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)
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status = models.CharField(max_length=20, choices=StatusChoices.choices, default=StatusChoices.PENDING)
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start_date = models.DateField(null=True, blank=True)
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due_date = models.DateField(null=True, blank=True)
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completed_date = models.DateField(null=True, blank=True)
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findings = models.TextField(blank=True)
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order = models.IntegerField(default=0)
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class Meta:
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unique_together = [("project", "phase")]
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ordering = ["project", "order"]
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def __str__(self):
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return f"{self.project.name} - {self.get_phase_display()}"
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class FOCUSPhase(UUIDModel, TimeStampedModel):
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"""
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FOCUS (Find, Organize, Clarify, Understand, Select) phase within a QI project.
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Each project can have up to 5 phases, one per FOCUS stage.
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"""
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project = models.ForeignKey(QIProject, on_delete=models.CASCADE, related_name="focus_phases")
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phase = models.CharField(max_length=15, choices=FOCUSPhaseChoices.choices)
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title = models.CharField(max_length=300, blank=True)
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description = models.TextField(blank=True)
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owner = models.ForeignKey(
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"accounts.User",
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on_delete=models.SET_NULL,
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null=True,
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blank=True,
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related_name="owned_focus_phases",
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)
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status = models.CharField(max_length=20, choices=StatusChoices.choices, default=StatusChoices.PENDING)
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start_date = models.DateField(null=True, blank=True)
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due_date = models.DateField(null=True, blank=True)
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completed_date = models.DateField(null=True, blank=True)
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findings = models.TextField(blank=True)
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order = models.IntegerField(default=0)
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class Meta:
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unique_together = [("project", "phase")]
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ordering = ["project", "order"]
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def __str__(self):
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return f"{self.project.name} - {self.get_phase_display()}"
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