agdar/SIGNING_EDIT_PREVENTION_IMPLEMENTATION.md

Signing Edit Prevention Implementation Plan

Overview

Implement edit prevention after signing for all clinical documents across all apps.

Apps with Signing Functionality

1. ABA - ABASession, ABAConsult (2 models)
2. OT - OTSession, OTConsult (2 models)
3. SLP - SLPConsult, SLPAssessment, SLPIntervention, SLPProgressReport (4 models)
4. Medical - MedicalConsultation, MedicalFollowUp (2 models)
5. Nursing - NursingEncounter (1 model)

Total: 11 models

Implementation Strategy

1. Create Mixin for Edit Prevention

Create SignedDocumentEditPreventionMixin in core/mixins.py that:

• Checks if document is signed in dispatch() method
• Prevents access to update views for signed documents
• Shows appropriate error message
• Redirects to detail view

2. Update All UpdateView Classes

Add the mixin to all 11 update views:

• ABASessionUpdateView
• ABAConsultUpdateView
• OTSessionUpdateView
• OTConsultUpdateView
• SLPConsultUpdateView
• SLPAssessmentUpdateView
• SLPInterventionUpdateView
• SLPProgressReportUpdateView
• MedicalConsultationUpdateView
• MedicalFollowUpUpdateView
• NursingEncounterUpdateView

3. Update Confirmation Messages

Update all sign view confirmation messages to include: "Are you sure you want to sign this document? Once signed, no further editing will be allowed. This action cannot be undone."

4. Update Templates

Update detail templates to:

• Hide "Edit" button if document is signed
• Show "Signed - No Editing Allowed" message

Files to Modify

Python Files (12 files)

1. core/mixins.py - Add new mixin
2. aba/views.py - Update 2 views
3. ot/views.py - Update 2 views
4. slp/views.py - Update 4 views
5. medical/views.py - Update 2 views
6. nursing/views.py - Update 1 view

Template Files (11 files)

1. aba/templates/aba/session_detail.html
2. aba/templates/aba/consult_detail.html
3. ot/templates/ot/session_detail.html
4. ot/templates/ot/consult_detail.html
5. slp/templates/slp/consultation_detail.html
6. slp/templates/slp/assessment_detail.html
7. slp/templates/slp/intervention_detail.html
8. slp/templates/slp/progress_detail.html
9. medical/templates/medical/consultation_detail.html
10. medical/templates/medical/followup_detail.html
11. nursing/templates/nursing/encounter_detail.html

Implementation Steps

1. ✅ Create mixin in core/mixins.py
2. ✅ Update all UpdateView classes
3. ✅ Update all sign view confirmation messages
4. ✅ Update all detail templates
5. ✅ Test implementation