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