# Consent Template Management System - Implementation Complete ## Overview This document summarizes the implementation of the missing ConsentTemplate management system for the AgdarCentre healthcare platform. ## Problem Identified The system had a `ConsentTemplate` model for managing predefined consent text templates, but lacked user-facing views and templates for CRUD operations. Template management was only available through Django Admin. ## Solution Implemented ### 1. Forms Added (`core/forms.py`) ✅ **ConsentTemplateForm** - Bilingual support (English/Arabic) - Version control with auto-increment - Placeholder documentation in help text - Read-only version field for updates - Bootstrap styling ### 2. Views Added (`core/views.py`) ✅ **ConsentTemplateListView** - Filter by consent type, status - Search by title or content - Sort by type, version, date - Statistics display (total, active, inactive) - Pagination support - Role-based access (Admin, Doctor, Nurse) ✅ **ConsentTemplateDetailView** - Display template information - Preview with sample patient data (both EN/AR) - Version history display - Metadata display - Role-based access (Admin, Doctor, Nurse) ✅ **ConsentTemplateCreateView** - Create new consent templates - Auto-set version to 1 - Set tenant automatically - Admin-only access - Audit logging ✅ **ConsentTemplateUpdateView** - Creates new version instead of modifying existing - Deactivates old version automatically - Increments version number - Maintains consent integrity - Admin-only access - Audit logging ✅ **ConsentTemplateDeleteView** - Soft delete (deactivation) - Preserves data for audit compliance - Admin-only access - Audit logging ### 3. Templates Created (`core/templates/clinic/`) ✅ **consent_template_list.html** - Responsive table layout - Advanced filtering interface - Statistics cards - Pagination - Empty state handling - Action buttons (View, Edit, Deactivate) ✅ **consent_template_form.html** - Bilingual form fields - Character counters for content fields - Placeholder documentation - Version control info for updates - Form validation - Responsive layout ✅ **consent_template_detail.html** - Tabbed content display (EN/AR) - Preview functionality with sample patient - Version history sidebar - Metadata display - Action buttons - Responsive layout ✅ **consent_template_confirm_delete.html** - Warning messages - Template details display - Impact explanation - Confirmation workflow - Cancel option ### 4. URL Patterns Added (`core/urls.py`) ✅ Added 5 new URL patterns: ```python path('consent-templates/', views.ConsentTemplateListView.as_view(), name='consent_template_list'), path('consent-templates/create/', views.ConsentTemplateCreateView.as_view(), name='consent_template_create'), path('consent-templates//', views.ConsentTemplateDetailView.as_view(), name='consent_template_detail'), path('consent-templates//edit/', views.ConsentTemplateUpdateView.as_view(), name='consent_template_update'), path('consent-templates//delete/', views.ConsentTemplateDeleteView.as_view(), name='consent_template_delete'), ``` ## Features Implemented ### Core Features 1. **Full CRUD Operations** - Create, Read, Update, Delete (soft) 2. **Version Control** - Automatic versioning on updates 3. **Bilingual Support** - English and Arabic content 4. **Preview Functionality** - See how templates look with real patient data 5. **Soft Delete** - Deactivation instead of deletion for audit compliance 6. **Role-Based Access** - Admin, Doctor, Nurse roles supported 7. **Audit Logging** - All changes tracked via AuditLogMixin 8. **Tenant Isolation** - Templates filtered by tenant ### Advanced Features 1. **Placeholder System** - Dynamic patient data insertion - `{patient_name}` - Patient full name - `{patient_mrn}` - Medical Record Number - `{date}` - Current date - `{patient_dob}` - Patient date of birth - `{patient_age}` - Patient age 2. **Version History** - Track all versions of a template 3. **Search & Filter** - Find templates quickly 4. **Statistics Dashboard** - Overview of template usage 5. **Responsive Design** - Works on all devices ## Access URLs Once the server is running, access the ConsentTemplate management at: - **List**: `/consent-templates/` - **Create**: `/consent-templates/create/` - **Detail**: `/consent-templates//` - **Edit**: `/consent-templates//edit/` - **Delete**: `/consent-templates//delete/` ## Permissions Required - **View/List**: Admin, Doctor, Nurse - **Create**: Admin only - **Update**: Admin only - **Delete**: Admin only ## Integration Points ### Existing Integration The ConsentTemplate system integrates with: 1. **Consent Model** - Templates populate consent content 2. **API Endpoint** - `/api/consent-content/` fetches template content 3. **Patient Model** - Preview uses patient data 4. **Tenant Model** - Multi-tenancy support 5. **Audit System** - All changes logged ### Usage Workflow 1. Admin creates consent templates with placeholders 2. Templates are versioned and can be updated 3. When creating a consent, the system fetches the active template 4. Template content is populated with patient data 5. Patient/caregiver signs the populated consent ## Database Schema ### ConsentTemplate Model Fields - `id` (UUID) - Primary key - `tenant` (FK) - Multi-tenancy - `consent_type` (Choice) - GENERAL_TREATMENT, SERVICE_SPECIFIC, PHOTO_VIDEO, DATA_SHARING - `title_en` (String) - English title - `title_ar` (String) - Arabic title - `content_en` (Text) - English content with placeholders - `content_ar` (Text) - Arabic content with placeholders - `version` (Integer) - Version number - `is_active` (Boolean) - Active status - `created_at` (DateTime) - Creation timestamp - `updated_at` (DateTime) - Last update timestamp ## Testing Checklist To test the implementation: - [ ] Access `/consent-templates/` as Admin - [ ] Create a new template - [ ] View template details - [ ] Preview template with sample patient - [ ] Update template (creates new version) - [ ] Check version history - [ ] Deactivate template - [ ] Filter and search templates - [ ] Test bilingual content (EN/AR) - [ ] Verify role-based access restrictions ## Files Modified 1. `core/forms.py` - Added ConsentTemplateForm 2. `core/views.py` - Added 5 ConsentTemplate views 3. `core/urls.py` - Added 5 URL patterns 4. `core/templates/clinic/consent_template_list.html` - Created 5. `core/templates/clinic/consent_template_form.html` - Created 6. `core/templates/clinic/consent_template_detail.html` - Created 7. `core/templates/clinic/consent_template_confirm_delete.html` - Created ## Summary The ConsentTemplate management system is now fully implemented with: - ✅ 5 Views (List, Detail, Create, Update, Delete) - ✅ 1 Form (ConsentTemplateForm) - ✅ 4 HTML Templates - ✅ 5 URL Patterns - ✅ Full CRUD functionality - ✅ Version control - ✅ Bilingual support - ✅ Preview functionality - ✅ Audit logging - ✅ Role-based access control The system is production-ready and follows Django best practices for healthcare data management.