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agdar/CONSENT_TEMPLATES_IMPLEMENTATION.md
Marwan Alwali 27a71b658a first commit
2025-11-02 14:35:35 +03:00

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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:

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/<uuid:pk>/', views.ConsentTemplateDetailView.as_view(), name='consent_template_detail'),
path('consent-templates/<uuid:pk>/edit/', views.ConsentTemplateUpdateView.as_view(), name='consent_template_update'),
path('consent-templates/<uuid:pk>/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/<template-id>/
  • Edit: /consent-templates/<template-id>/edit/
  • Delete: /consent-templates/<template-id>/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.