640 lines
23 KiB
Python
640 lines
23 KiB
Python
"""
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Appointments forms for the Tenhal Multidisciplinary Healthcare Platform.
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This module contains forms for appointment booking, confirmation, rescheduling, etc.
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"""
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from django import forms
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from django.utils.translation import gettext_lazy as _
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from crispy_forms.helper import FormHelper
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from crispy_forms.layout import Layout, Fieldset, Row, Column, Submit, HTML
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from .models import Appointment, Provider, Room, Schedule
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class AppointmentBookingForm(forms.ModelForm):
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"""
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Form for booking new appointments.
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"""
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# Define common service types
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SERVICE_TYPE_CHOICES = [
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('', _('Select a service type')),
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('consultation', _('Consultation')),
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('follow_up', _('Follow-up Visit')),
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('assessment', _('Assessment')),
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('therapy_session', _('Therapy Session')),
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('evaluation', _('Evaluation')),
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('intervention', _('Intervention')),
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('screening', _('Screening')),
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('parent_training', _('Parent Training')),
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('group_session', _('Group Session')),
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('other', _('Other')),
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]
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# Appointment type selection
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APPOINTMENT_TYPE_CHOICES = [
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('single', _('Single Session')),
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('package', _('Use Package')),
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]
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appointment_type = forms.ChoiceField(
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choices=APPOINTMENT_TYPE_CHOICES,
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widget=forms.RadioSelect(attrs={'class': 'form-check-input'}),
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label=_('Appointment Type'),
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initial='single',
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required=False
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)
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# Package selection (shown when appointment_type = 'package')
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package_purchase = forms.ModelChoiceField(
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queryset=None, # Will be set in __init__
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required=False,
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label=_('Select Package'),
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widget=forms.Select(attrs={'class': 'form-select select2', 'data-placeholder': 'Select a package'}),
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help_text=_('Select an active package with remaining sessions')
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)
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service_type = forms.ChoiceField(
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choices=SERVICE_TYPE_CHOICES,
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widget=forms.Select(attrs={'class': 'form-control'}),
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label=_('Service Type')
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)
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class Meta:
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model = Appointment
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fields = [
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'patient', 'clinic', 'provider', 'room',
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'service_type', 'scheduled_date', 'scheduled_time', 'duration',
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'finance_cleared', 'consent_verified',
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'notes',
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]
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widgets = {
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'patient': forms.Select(attrs={'class': 'form-select select2', 'data-placeholder': 'Select patient'}),
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'clinic': forms.Select(attrs={'class': 'form-select select2', 'data-placeholder': 'Select clinic'}),
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'provider': forms.Select(attrs={'class': 'form-select select2', 'data-placeholder': 'Select provider'}),
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'room': forms.Select(attrs={'class': 'form-select select2', 'data-placeholder': 'Select room'}),
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'scheduled_date': forms.DateInput(attrs={'type': 'date', 'class': 'form-control'}),
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'scheduled_time': forms.TimeInput(attrs={'type': 'time', 'class': 'form-control'}),
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'duration': forms.NumberInput(attrs={'class': 'form-control', 'min': '15', 'step': '15'}),
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'finance_cleared': forms.CheckboxInput(attrs={'class': 'form-check-input'}),
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'consent_verified': forms.CheckboxInput(attrs={'class': 'form-check-input'}),
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'notes': forms.Textarea(attrs={'rows': 3, 'class': 'form-control'}),
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}
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def __init__(self, *args, **kwargs):
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patient = kwargs.pop('patient', None)
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tenant = kwargs.pop('tenant', None)
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super().__init__(*args, **kwargs)
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# Package selection will be handled via modal
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# Set empty queryset initially - will be populated dynamically
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from finance.models import PackagePurchase
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self.fields['package_purchase'].queryset = PackagePurchase.objects.none()
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# Store patient and tenant for later use
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self.patient = patient
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self.tenant = tenant
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self.helper = FormHelper()
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self.helper.form_method = 'post'
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self.helper.layout = Layout(
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Fieldset(
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_('Appointment Type'),
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'appointment_type',
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),
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Fieldset(
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_('Package Selection'),
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'package_purchase',
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css_id='packageSection',
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css_class='d-none'
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),
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Fieldset(
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_('Appointment Details'),
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'patient',
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Row(
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Column('clinic', css_class='form-group col-md-6 mb-0'),
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Column('provider', css_class='form-group col-md-6 mb-0'),
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css_class='form-row'
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),
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Row(
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Column('service_type', css_class='form-group col-md-6 mb-0'),
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Column('room', css_class='form-group col-md-6 mb-0'),
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css_class='form-row'
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),
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Row(
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Column('scheduled_date', css_class='form-group col-md-4 mb-0'),
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Column('scheduled_time', css_class='form-group col-md-4 mb-0'),
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Column('duration', css_class='form-group col-md-4 mb-0'),
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css_class='form-row'
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),
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'notes',
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),
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Submit('submit', _('Book Appointment'), css_class='btn btn-primary')
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)
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def clean(self):
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cleaned_data = super().clean()
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provider = cleaned_data.get('provider')
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clinic = cleaned_data.get('clinic')
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# Validate provider belongs to clinic
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if provider and clinic:
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if not provider.specialties.filter(id=clinic.id).exists():
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raise forms.ValidationError(
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_('Selected provider does not work in this clinic.')
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)
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return cleaned_data
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class AppointmentConfirmForm(forms.Form):
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"""
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Form for confirming appointments.
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"""
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confirmation_method = forms.ChoiceField(
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label=_('Confirmation Method'),
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choices=Appointment.ConfirmationMethod.choices,
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widget=forms.RadioSelect(attrs={'class': 'form-check-input'})
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)
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notes = forms.CharField(
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required=False,
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label=_('Notes'),
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widget=forms.Textarea(attrs={'rows': 2, 'class': 'form-control'})
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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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self.helper = FormHelper()
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self.helper.form_method = 'post'
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self.helper.layout = Layout(
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'confirmation_method',
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'notes',
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Submit('submit', _('Confirm Appointment'), css_class='btn btn-success')
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)
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class AppointmentRescheduleForm(forms.ModelForm):
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"""
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Form for rescheduling appointments.
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"""
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reschedule_reason = forms.CharField(
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label=_('Reason for Rescheduling'),
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widget=forms.Textarea(attrs={'rows': 3, 'class': 'form-control'})
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)
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class Meta:
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model = Appointment
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fields = ['scheduled_date', 'scheduled_time', 'reschedule_reason']
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widgets = {
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'scheduled_date': forms.DateInput(attrs={'type': 'date', 'class': 'form-control'}),
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'scheduled_time': forms.TimeInput(attrs={'type': 'time', 'class': 'form-control'}),
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}
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labels = {
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'scheduled_date': _('New Date'),
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'scheduled_time': _('New Time'),
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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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self.helper = FormHelper()
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self.helper.form_method = 'post'
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self.helper.layout = Layout(
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Row(
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Column('scheduled_date', css_class='form-group col-md-6 mb-0'),
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Column('scheduled_time', css_class='form-group col-md-6 mb-0'),
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css_class='form-row'
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),
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'reschedule_reason',
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Submit('submit', _('Reschedule'), css_class='btn btn-warning')
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)
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class AppointmentCancelForm(forms.Form):
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"""
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Form for cancelling appointments.
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"""
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cancel_reason = forms.CharField(
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label=_('Reason for Cancellation'),
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widget=forms.Textarea(attrs={'rows': 3, 'class': 'form-control'})
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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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self.helper = FormHelper()
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self.helper.form_method = 'post'
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self.helper.layout = Layout(
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'cancel_reason',
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Submit('submit', _('Cancel Appointment'), css_class='btn btn-danger')
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)
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class AppointmentArrivalForm(forms.Form):
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"""
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Form for marking patient arrival.
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"""
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notes = forms.CharField(
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required=False,
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label=_('Notes'),
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widget=forms.Textarea(attrs={'rows': 2, 'class': 'form-control'})
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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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self.helper = FormHelper()
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self.helper.form_method = 'post'
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self.helper.layout = Layout(
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'notes',
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Submit('submit', _('Mark as Arrived'), css_class='btn btn-info')
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)
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class AppointmentSearchForm(forms.Form):
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"""
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Form for searching appointments.
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"""
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search_query = forms.CharField(
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required=False,
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label=_('Search'),
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widget=forms.TextInput(attrs={
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'placeholder': _('Patient name, MRN, Appointment #...'),
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'class': 'form-control'
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})
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)
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clinic = forms.ModelChoiceField(
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required=False,
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label=_('Clinic'),
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queryset=None, # Will be set in __init__
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widget=forms.Select(attrs={'class': 'form-select select2', 'data-placeholder': 'Select clinic'})
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)
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provider = forms.ModelChoiceField(
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required=False,
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label=_('Provider'),
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queryset=None, # Will be set in __init__
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widget=forms.Select(attrs={'class': 'form-select select2', 'data-placeholder': 'Select provider'})
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)
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status = forms.ChoiceField(
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required=False,
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label=_('Status'),
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choices=[('', _('All'))] + list(Appointment.Status.choices),
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widget=forms.Select(attrs={'class': 'form-control'})
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)
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date_from = forms.DateField(
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required=False,
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label=_('From Date'),
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widget=forms.DateInput(attrs={'type': 'date', 'class': 'form-control'})
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)
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date_to = forms.DateField(
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required=False,
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label=_('To Date'),
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widget=forms.DateInput(attrs={'type': 'date', 'class': 'form-control'})
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)
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def __init__(self, *args, **kwargs):
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tenant = kwargs.pop('tenant', None)
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super().__init__(*args, **kwargs)
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if tenant:
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from core.models import Clinic
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self.fields['clinic'].queryset = Clinic.objects.filter(tenant=tenant, is_active=True)
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self.fields['provider'].queryset = Provider.objects.filter(tenant=tenant, is_available=True)
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self.helper = FormHelper()
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self.helper.form_method = 'get'
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self.helper.layout = Layout(
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Row(
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Column('search_query', css_class='form-group col-md-3 mb-0'),
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Column('clinic', css_class='form-group col-md-2 mb-0'),
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Column('provider', css_class='form-group col-md-2 mb-0'),
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Column('status', css_class='form-group col-md-2 mb-0'),
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Column('date_from', css_class='form-group col-md-1.5 mb-0'),
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Column('date_to', css_class='form-group col-md-1.5 mb-0'),
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css_class='form-row'
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),
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Submit('search', _('Search'), css_class='btn btn-primary')
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)
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class ProviderScheduleForm(forms.ModelForm):
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"""
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Form for managing provider schedules.
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"""
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class Meta:
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model = Schedule
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fields = ['provider', 'day_of_week', 'start_time', 'end_time', 'slot_duration', 'is_active']
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widgets = {
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'provider': forms.Select(attrs={'class': 'form-select select2', 'data-placeholder': 'Select provider'}),
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'day_of_week': forms.Select(attrs={'class': 'form-control'}),
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'start_time': forms.TimeInput(attrs={'type': 'time', 'class': 'form-control'}),
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'end_time': forms.TimeInput(attrs={'type': 'time', 'class': 'form-control'}),
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'slot_duration': forms.NumberInput(attrs={'class': 'form-control', 'min': '15', 'step': '15'}),
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'is_active': forms.CheckboxInput(attrs={'class': 'form-check-input'}),
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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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self.helper = FormHelper()
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self.helper.form_method = 'post'
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self.helper.layout = Layout(
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'provider',
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Row(
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Column('day_of_week', css_class='form-group col-md-4 mb-0'),
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Column('start_time', css_class='form-group col-md-3 mb-0'),
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Column('end_time', css_class='form-group col-md-3 mb-0'),
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Column('slot_duration', css_class='form-group col-md-2 mb-0'),
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css_class='form-row'
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),
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'is_active',
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Submit('submit', _('Save Schedule'), css_class='btn btn-primary')
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)
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def clean(self):
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cleaned_data = super().clean()
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start_time = cleaned_data.get('start_time')
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end_time = cleaned_data.get('end_time')
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if start_time and end_time and start_time >= end_time:
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raise forms.ValidationError(_('End time must be after start time.'))
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return cleaned_data
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# Alias for backward compatibility with views
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AppointmentForm = AppointmentBookingForm
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RescheduleForm = AppointmentRescheduleForm
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# ============================================================================
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# Session Forms (Group Session Support)
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# ============================================================================
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class GroupSessionCreateForm(forms.ModelForm):
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"""
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Form for creating a new group session.
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"""
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SERVICE_TYPE_CHOICES = [
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('', _('Select a service type')),
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('group_therapy', _('Group Therapy')),
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('group_assessment', _('Group Assessment')),
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('parent_training', _('Parent Training Group')),
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('social_skills', _('Social Skills Group')),
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('behavior_management', _('Behavior Management Group')),
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('other', _('Other')),
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]
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service_type = forms.ChoiceField(
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choices=SERVICE_TYPE_CHOICES,
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widget=forms.Select(attrs={'class': 'form-control'}),
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label=_('Service Type')
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)
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class Meta:
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from .models import Session
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model = Session
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fields = [
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'provider', 'clinic', 'room', 'service_type',
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'scheduled_date', 'scheduled_time', 'duration',
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'max_capacity', 'group_notes'
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]
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widgets = {
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'provider': forms.Select(attrs={'class': 'form-select select2', 'data-placeholder': 'Select provider'}),
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'clinic': forms.Select(attrs={'class': 'form-select select2', 'data-placeholder': 'Select clinic'}),
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'room': forms.Select(attrs={'class': 'form-select select2', 'data-placeholder': 'Select room'}),
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'scheduled_date': forms.DateInput(attrs={'type': 'date', 'class': 'form-control'}),
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'scheduled_time': forms.TimeInput(attrs={'type': 'time', 'class': 'form-control'}),
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'duration': forms.NumberInput(attrs={'class': 'form-control', 'min': '15', 'step': '15', 'value': '60'}),
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'max_capacity': forms.NumberInput(attrs={'class': 'form-control', 'min': '1', 'max': '20', 'value': '8'}),
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'group_notes': forms.Textarea(attrs={'rows': 3, 'class': 'form-control', 'placeholder': 'Shared notes for the entire group session'}),
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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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self.helper = FormHelper()
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self.helper.form_method = 'post'
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self.helper.layout = Layout(
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Fieldset(
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_('Group Session Details'),
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Row(
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Column('provider', css_class='form-group col-md-6 mb-0'),
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Column('clinic', css_class='form-group col-md-6 mb-0'),
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css_class='form-row'
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),
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Row(
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Column('service_type', css_class='form-group col-md-6 mb-0'),
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Column('room', css_class='form-group col-md-6 mb-0'),
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css_class='form-row'
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),
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Row(
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Column('scheduled_date', css_class='form-group col-md-4 mb-0'),
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Column('scheduled_time', css_class='form-group col-md-4 mb-0'),
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Column('duration', css_class='form-group col-md-4 mb-0'),
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css_class='form-row'
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),
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Row(
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Column('max_capacity', css_class='form-group col-md-12 mb-0'),
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css_class='form-row'
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),
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'group_notes',
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),
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Submit('submit', _('Create Group Session'), css_class='btn btn-primary')
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)
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def clean_max_capacity(self):
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"""Validate capacity is between 1 and 20."""
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capacity = self.cleaned_data.get('max_capacity')
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if capacity and (capacity < 1 or capacity > 20):
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raise forms.ValidationError(_('Capacity must be between 1 and 20 patients'))
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return capacity
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class AddPatientToSessionForm(forms.Form):
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"""
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Form for adding a patient to an existing session.
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"""
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patient = forms.ModelChoiceField(
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queryset=None, # Will be set in __init__
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label=_('Patient'),
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widget=forms.Select(attrs={'class': 'form-select select2', 'data-placeholder': 'Select patient'})
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)
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individual_notes = forms.CharField(
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required=False,
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label=_('Individual Notes'),
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widget=forms.Textarea(attrs={'rows': 2, 'class': 'form-control', 'placeholder': 'Notes specific to this patient'})
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)
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def __init__(self, *args, **kwargs):
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tenant = kwargs.pop('tenant', None)
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session = kwargs.pop('session', None)
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super().__init__(*args, **kwargs)
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if tenant:
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from core.models import Patient
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# Get patients not already in this session
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queryset = Patient.objects.filter(tenant=tenant)
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if session:
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# Exclude patients already enrolled
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enrolled_patient_ids = session.participants.filter(
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status__in=['BOOKED', 'CONFIRMED', 'ARRIVED', 'ATTENDED']
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).values_list('patient_id', flat=True)
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queryset = queryset.exclude(id__in=enrolled_patient_ids)
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self.fields['patient'].queryset = queryset
|
|
|
|
self.helper = FormHelper()
|
|
self.helper.form_method = 'post'
|
|
self.helper.layout = Layout(
|
|
'patient',
|
|
'individual_notes',
|
|
Submit('submit', _('Add Patient to Session'), css_class='btn btn-success')
|
|
)
|
|
|
|
|
|
class SessionParticipantStatusForm(forms.Form):
|
|
"""
|
|
Form for updating participant status.
|
|
"""
|
|
|
|
STATUS_CHOICES = [
|
|
('CONFIRMED', _('Confirm')),
|
|
('ARRIVED', _('Mark as Arrived')),
|
|
('ATTENDED', _('Mark as Attended')),
|
|
('NO_SHOW', _('Mark as No-Show')),
|
|
('CANCELLED', _('Cancel')),
|
|
]
|
|
|
|
status = forms.ChoiceField(
|
|
choices=STATUS_CHOICES,
|
|
label=_('Action'),
|
|
widget=forms.Select(attrs={'class': 'form-control'})
|
|
)
|
|
|
|
notes = forms.CharField(
|
|
required=False,
|
|
label=_('Notes'),
|
|
widget=forms.Textarea(attrs={'rows': 2, 'class': 'form-control'})
|
|
)
|
|
|
|
def __init__(self, *args, **kwargs):
|
|
super().__init__(*args, **kwargs)
|
|
self.helper = FormHelper()
|
|
self.helper.form_method = 'post'
|
|
self.helper.layout = Layout(
|
|
'status',
|
|
'notes',
|
|
Submit('submit', _('Update Status'), css_class='btn btn-primary')
|
|
)
|
|
|
|
|
|
class SessionSearchForm(forms.Form):
|
|
"""
|
|
Form for searching sessions.
|
|
"""
|
|
|
|
search_query = forms.CharField(
|
|
required=False,
|
|
label=_('Search'),
|
|
widget=forms.TextInput(attrs={
|
|
'placeholder': _('Session number, provider name...'),
|
|
'class': 'form-control'
|
|
})
|
|
)
|
|
|
|
session_type = forms.ChoiceField(
|
|
required=False,
|
|
label=_('Session Type'),
|
|
choices=[('', _('All'))] + [('INDIVIDUAL', _('Individual')), ('GROUP', _('Group'))],
|
|
widget=forms.Select(attrs={'class': 'form-control'})
|
|
)
|
|
|
|
clinic = forms.ModelChoiceField(
|
|
required=False,
|
|
label=_('Clinic'),
|
|
queryset=None, # Will be set in __init__
|
|
widget=forms.Select(attrs={'class': 'form-select select2', 'data-placeholder': 'Select clinic'})
|
|
)
|
|
|
|
provider = forms.ModelChoiceField(
|
|
required=False,
|
|
label=_('Provider'),
|
|
queryset=None, # Will be set in __init__
|
|
widget=forms.Select(attrs={'class': 'form-select select2', 'data-placeholder': 'Select provider'})
|
|
)
|
|
|
|
status = forms.ChoiceField(
|
|
required=False,
|
|
label=_('Status'),
|
|
choices=[('', _('All')), ('SCHEDULED', _('Scheduled')), ('IN_PROGRESS', _('In Progress')),
|
|
('COMPLETED', _('Completed')), ('CANCELLED', _('Cancelled'))],
|
|
widget=forms.Select(attrs={'class': 'form-control'})
|
|
)
|
|
|
|
date_from = forms.DateField(
|
|
required=False,
|
|
label=_('From Date'),
|
|
widget=forms.DateInput(attrs={'type': 'date', 'class': 'form-control'})
|
|
)
|
|
|
|
date_to = forms.DateField(
|
|
required=False,
|
|
label=_('To Date'),
|
|
widget=forms.DateInput(attrs={'type': 'date', 'class': 'form-control'})
|
|
)
|
|
|
|
def __init__(self, *args, **kwargs):
|
|
tenant = kwargs.pop('tenant', None)
|
|
super().__init__(*args, **kwargs)
|
|
|
|
if tenant:
|
|
from core.models import Clinic
|
|
self.fields['clinic'].queryset = Clinic.objects.filter(tenant=tenant, is_active=True)
|
|
self.fields['provider'].queryset = Provider.objects.filter(tenant=tenant, is_available=True)
|
|
|
|
self.helper = FormHelper()
|
|
self.helper.form_method = 'get'
|
|
self.helper.layout = Layout(
|
|
Row(
|
|
Column('search_query', css_class='form-group col-md-3 mb-0'),
|
|
Column('session_type', css_class='form-group col-md-2 mb-0'),
|
|
Column('clinic', css_class='form-group col-md-2 mb-0'),
|
|
Column('provider', css_class='form-group col-md-2 mb-0'),
|
|
Column('status', css_class='form-group col-md-1 mb-0'),
|
|
Column('date_from', css_class='form-group col-md-1 mb-0'),
|
|
Column('date_to', css_class='form-group col-md-1 mb-0'),
|
|
css_class='form-row'
|
|
),
|
|
Submit('search', _('Search'), css_class='btn btn-primary')
|
|
)
|
|
|
|
|
|
class GroupSessionNotesForm(forms.ModelForm):
|
|
"""
|
|
Form for editing group session notes.
|
|
"""
|
|
|
|
class Meta:
|
|
from .models import Session
|
|
model = Session
|
|
fields = ['group_notes']
|
|
widgets = {
|
|
'group_notes': forms.Textarea(attrs={'rows': 5, 'class': 'form-control'}),
|
|
}
|
|
|
|
def __init__(self, *args, **kwargs):
|
|
super().__init__(*args, **kwargs)
|
|
self.helper = FormHelper()
|
|
self.helper.form_method = 'post'
|
|
self.helper.layout = Layout(
|
|
'group_notes',
|
|
Submit('submit', _('Save Notes'), css_class='btn btn-primary')
|
|
)
|