hospital-management/tools/markdown/REFACTORING_PROGRESS.md

Hospital Management System - Refactoring Progress

Overview

This document tracks the progress of the comprehensive model refactoring based on the analysis from tools/analyze_models.py.

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✅ COMPLETED PHASES

Phase 1: Name Collision Resolution

1.1 IntegrationLog Collision ✅ COMPLETED

Status: Resolved
Date: 2025-10-06

Actions Taken:

• ✅ Removed IntegrationLog model from core/models.py (line 710+)
• ✅ Added comment directing users to import from integration.models
• ✅ Canonical model remains in integration/models.py

Impact:

• Eliminated duplicate model definition
• Centralized integration logging in the integration app
• No breaking changes to existing code using integration.IntegrationLog

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1.2 InventoryLocation Collision ✅ COMPLETED

Status: Resolved
Date: 2025-10-06

Actions Taken:

• ✅ Removed InventoryLocation model from blood_bank/models.py (line 437+)
• ✅ Added import statement: from inventory.models import InventoryLocation
• ✅ Added explanatory comment at end of file
• ✅ Canonical model remains in inventory/models.py

Impact:

• Blood bank now uses centralized inventory location management
• Consistent location tracking across all departments
• Blood bank can still reference InventoryLocation via import

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1.3 QualityControl Collision ✅ COMPLETED

Status: Resolved
Date: 2025-10-06

Actions Taken:

• ✅ Removed QualityControl model from blood_bank/models.py (line 469+)
• ✅ Added import statement: from laboratory.models import QualityControl
• ✅ Added explanatory comment at end of file
• ✅ Canonical model remains in laboratory/models.py

Impact:

• Unified quality control system across laboratory and blood bank
• Consistent QC tracking and CAPA management
• Blood bank can still use QualityControl via import

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🔄 IN PROGRESS

Phase 1.4: InsuranceClaim Collision

Status: Not Started
Priority: High

Required Actions:

1. Analyze both InsuranceClaim models:
   • patients/models.py (line 784+)
   • billing/models.py (line 606+)
2. Merge unique fields from patients app into billing app
3. Move ClaimDocument and ClaimStatusHistory to billing app
4. Remove models from patients app
5. Update all imports across the project
6. Create data migration if needed

Estimated Impact:

• Major: Affects billing and patient management workflows
• Requires careful field mapping and data migration
• Multiple files will need import updates

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📋 PENDING PHASES

Phase 2: Fix Inventory Responsibility Leaks

Status: Not Started
Priority: Medium

Identified Leaks:

1. pharmacy.Prescription - quantity fields
2. pharmacy.MedicationInventoryItem - already correct (linking table)
3. pharmacy.DispenseRecord - quantity_remaining field
4. operating_theatre.EquipmentUsage - quantity_used field
5. insurance_approvals.InsuranceApprovalRequest - quantity fields (authorization, not stock)

Required Actions:

• Review and clarify purpose of quantity fields
• Ensure no stock tracking logic in clinical apps
• Add proper FK relationships to inventory app
• Create service layer methods for inventory operations

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Phase 3: Move Encounter to Core

Status: Not Started
Priority: High (Breaking Change)

Required Actions:

1. Copy Encounter model from emr/models.py to core/models.py
2. Copy EncounterManager to core
3. Update all ForeignKey references across apps:
   • emr (VitalSigns, ProblemList, CarePlan, ClinicalNote, etc.)
   • pharmacy (Prescription)
   • laboratory (LabOrder)
   • radiology (ImagingOrder, ImagingStudy)
   • operating_theatre (SurgicalCase)
   • billing (MedicalBill)
4. Remove Encounter from EMR
5. Create complex migration strategy
6. Comprehensive testing required

Estimated Impact:

• Critical: Affects core data model
• Requires database migration
• All apps referencing Encounter need updates

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Phase 4: Standardize All Models

Status: Not Started
Priority: Medium

Required Standard Fields:

tenant = models.ForeignKey('core.Tenant', ...)
created_at = models.DateTimeField(auto_now_add=True)
updated_at = models.DateTimeField(auto_now=True)
created_by = models.ForeignKey(settings.AUTH_USER_MODEL, ...)
updated_by = models.ForeignKey(settings.AUTH_USER_MODEL, ...)
is_active = models.BooleanField(default=True)
external_id = models.CharField(max_length=100, blank=True)

Apps Requiring Updates:

• All 20 apps need review
• Approximately 153 models to check
• Many models missing one or more standard fields

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Phase 5: Centralized Documentation

Status: Partially Complete
Priority: High

Completed:

• ✅ documentation/ app created
• ✅ documentation/models.py with Document, DocumentVersion, DocumentLink, DocumentAttachment
• ✅ documentation/services.py with core functions

Remaining:

1. Remove duplicate note/report models from:
   • inpatients.DischargeSummary (narrative fields)
   • radiology.RadiologyReport (entire model)
   • operating_theatre.SurgicalNote (entire model)
   • emr.ClinicalNote (link to documentation)
2. Update models to link to documentation.Document
3. Create DRF serializers and viewsets
4. Add to settings.py LOCAL_APPS
5. Create migrations
6. Update admin interfaces

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Phase 6: Create Service Layers

Status: Partially Complete
Priority: Medium

Completed:

• ✅ inventory/services.py exists
• ✅ documentation/services.py exists

Remaining:

1. Complete inventory/services.py with all CRUD operations
2. Create billing/services.py for claim management
3. Create service layers for other domains as needed
4. Document service layer APIs
5. Update views to use services instead of direct model access

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📊 STATISTICS

Overall Progress

• Total Issues Identified: 12
• Issues Resolved: 3 (25%)
• Issues In Progress: 0
• Issues Pending: 9 (75%)

By Category

• Name Collisions: 3/4 resolved (75%)
• Inventory Leaks: 0/6 addressed (0%)
• Canonical Conflicts: 0/1 resolved (0%)
• Field Similarities: 0/1 addressed (0%)

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🎯 NEXT STEPS

Immediate (Next Session)

1. Complete Phase 1.4: Resolve InsuranceClaim collision
2. Begin Phase 2: Address inventory responsibility leaks
3. Plan Phase 3: Encounter migration strategy

Short Term (This Week)

1. Complete all Phase 1 name collisions
2. Address critical inventory leaks
3. Finalize centralized documentation implementation

Medium Term (This Month)

1. Move Encounter to core (breaking change)
2. Standardize all models with required fields
3. Complete service layer implementation
4. Comprehensive testing

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⚠️ RISKS & CONSIDERATIONS

High Risk Items

1. Encounter Migration: Core model move affects many apps
2. InsuranceClaim Merge: Complex field mapping required
3. Database Migrations: May require drop-and-reseed for clean implementation

Mitigation Strategies

1. Create comprehensive backup before major changes
2. Implement changes in development environment first
3. Create detailed migration scripts with rollback procedures
4. Extensive testing after each phase
5. Consider incremental deployment vs. drop-and-reseed

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📝 NOTES

Design Decisions

• Keeping canonical models in their domain-specific apps
• Using imports rather than moving all models to core
• Maintaining backward compatibility where possible
• Prioritizing data integrity over convenience

Technical Debt

• Some models still lack proper tenancy support
• Inconsistent field naming across apps
• Missing audit trails in some models
• No consistent external_id implementation

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🔗 RELATED DOCUMENTS

• _refactor_report/modular_refactoring_report.md - Complete analysis and recommendations
• _refactor_report/overlaps.json - Detailed overlap detection results
• _refactor_report/model_map.json - Complete model inventory
• tenhal_detailed_refactor_plan.md - Step-by-step implementation guide
• tools/analyze_models.py - Analysis tool source code

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Last Updated: 2025-10-06 16:44 AST
Updated By: Automated Refactoring Process