class GroupForm(PhoneNumberFormMixin, GenesisModelForm):
models_i_depend_on = ['contact']
first_name = forms.CharField(required=False, label="Contact first name")
last_name = forms.CharField(required=False, label="Contact last name")
email = forms.EmailField(required=False, label="Contact email")
phone = PhoneField(required=False, label="Contact primary phone")
address1 = forms.CharField(required=False, label="Contact address")
address2 = forms.CharField(required=False, label="Contact address (cont.)")
city = forms.CharField(required=False, label="Contact city")
state = forms.ChoiceField(choices=US_STATES,
required=False,
label="Contact state")
zip = forms.CharField(max_length=5, required=False, label="Contact zip")
class Meta:
model = GenesisGroup
fields = ('name', 'group_type', 'first_name', 'last_name', 'email',
'phone', 'address1', 'address2', 'city', 'state', 'zip',
'is_no_pii')
def get_phone_initialdata(self):
return self.instance.contact.phone_numbers.all()
def save(self, *args, **kwargs):
obj = super(GroupForm, self).save(*args, **kwargs)
self.save_phone(obj.contact)
return obj
class ProfessionalMyProfileForm(PhoneNumberFormMixin, GenesisModelForm):
models_i_depend_on = [
'professional_profile', 'professional_profile.contact']
salutation = forms.CharField(required=False)
first_name = forms.CharField()
middle_initial = forms.CharField(required=False)
last_name = forms.CharField()
address1 = forms.CharField(required=False)
address2 = forms.CharField(required=False)
city = forms.CharField(required=False)
state = forms.ChoiceField(choices=US_STATES, required=False)
zip = forms.CharField(max_length=5, required=False)
phone = PhoneField(required=False)
fax = forms.CharField(required=False)
class Meta:
model = User
fields = (
'salutation', 'first_name', 'middle_initial', 'last_name',
'phone', 'address1', 'address2', 'city', 'fax')
def get_phone_initialdata(self):
return self.instance.professional_profile.contact.phone_numbers.all()
def save(self, *args, **kwargs):
obj = super(ProfessionalMyProfileForm, self).save(*args, **kwargs)
self.save_phone(obj.professional_profile.contact)
class PatientMyProfileForm(PhoneNumberFormMixin, GenesisForm):
PROFILE_FIELDS = ('gender', 'date_of_birth')
CONTACT_FIELDS = ('salutation', 'middle_initial', 'address1', 'address2',
'city', 'state', 'zip')
USER_FIELDS = ('first_name', 'last_name')
"""This form is the one used by the patient when updating their own
profile."""
salutation = forms.CharField(required=False)
first_name = forms.CharField()
middle_initial = forms.CharField(required=False)
last_name = forms.CharField()
gender = forms.ChoiceField(choices=PatientProfile.GENDER_CHOICES)
date_of_birth = forms.DateField(widget=BirthdayWidget())
address1 = forms.CharField(label='Address')
address2 = forms.CharField(required=False, label='Address (Line 2)')
city = forms.CharField()
state = forms.ChoiceField(choices=US_STATES, required=False)
zip = forms.CharField(max_length=5)
phone = PhoneField(required=False)
def __init__(self, *args, **kwargs):
self.patient = kwargs['patient']
del kwargs['patient']
super(PatientMyProfileForm, self).__init__(*args, **kwargs)
for i in ((self.patient, PatientMyProfileForm.USER_FIELDS),
(self.patient.patient_profile.contact,
PatientMyProfileForm.CONTACT_FIELDS),
(self.patient.patient_profile,
PatientMyProfileForm.PROFILE_FIELDS)):
for j in i[1]:
self.fields[j].initial = getattr(i[0], j)
def get_phone_initialdata(self):
return self.patient.patient_profile.contact.phone_numbers.all()
def save(self):
for i in ((self.patient, PatientMyProfileForm.USER_FIELDS),
(self.patient.patient_profile.contact,
PatientMyProfileForm.CONTACT_FIELDS),
(self.patient.patient_profile,
PatientMyProfileForm.PROFILE_FIELDS)):
for j in i[1]:
setattr(i[0], j, self.cleaned_data.get(j))
i[0].save()
self.save_phone(self.patient.patient_profile.contact)
return self.patient
class PatientForm(PhoneNumberFormMixin, GenesisModelForm):
CONTACT_FIELDS = ('salutation', 'middle_initial', 'address1', 'address2',
'city', 'state', 'zip')
PROFILE_FIELDS = ('company', 'preferred_contact_method', 'gender',
'date_of_birth', 'insurance_identifier', 'bin_number',
'pcn_number', 'billing_method', 'refill_method',
'rx_partner', 'epc_member_identifier', 'nursing_group')
account_number = forms.IntegerField(required=False)
epc_member_identifier = forms.CharField(required=False,
label="EPC Member ID")
insurance_identifier = forms.CharField(required=False)
salutation = forms.CharField(required=False)
first_name = forms.CharField(required=False)
middle_initial = forms.CharField(required=False)
last_name = forms.CharField(required=False)
gender = forms.ChoiceField(choices=PatientProfile.GENDER_CHOICES,
required=False)
date_of_birth = forms.DateField(widget=BirthdayWidget())
email = forms.EmailField(label="Email", required=False)
email_confirm = forms.EmailField(required=False)
address1 = forms.CharField(label='Address', required=False)
address2 = forms.CharField(required=False, label='Address (Line 2)')
city = forms.CharField(required=False)
state = forms.ChoiceField(choices=US_STATES, required=False)
zip = forms.CharField(required=False)
phone = PhoneField(required=False, label="Primary phone")
preferred_contact_method = forms.ChoiceField(
widget=forms.RadioSelect,
choices=PatientProfile.PREFERRED_CONTACT_METHOD_CHOICES,
initial="email")
company = forms.ModelChoiceField(queryset=None, required=False)
bin_number = forms.CharField(required=False, label="BIN")
pcn_number = forms.CharField(required=False, label="PCN")
billing_method = forms.ChoiceField(
choices=PatientProfile.BILLING_METHOD_CHOICES,
initial=PatientProfile.BILLING_METHOD_MEDICAL,
required=False)
refill_method = forms.ChoiceField(
choices=PatientProfile.REFILL_METHOD_CHOICES,
initial=PatientProfile.REFILL_METHOD_UTILIZATION,
required=False)
rx_partner = forms.ModelChoiceField(queryset=PharmacyPartner.objects.all(),
required=False)
nursing_group = forms.ModelChoiceField(queryset=NursingGroup.objects.all(),
required=False)
class Meta:
model = User
fields = ('account_number', 'epc_member_identifier',
'insurance_identifier', 'salutation', 'first_name',
'middle_initial', 'last_name', 'gender', 'date_of_birth',
'email', 'email_confirm', 'address1', 'address2', 'city',
'phone', 'state', 'zip', 'preferred_contact_method',
'company', 'bin_number', 'pcn_number', 'billing_method',
'refill_method', 'rx_partner', 'nursing_group')
def __init__(self, *args, **kwargs):
self.initial_group = kwargs.pop('initial_group')
self.supplied_username = kwargs.pop('supplied_username', None)
super(PatientForm, self).__init__(*args, **kwargs)
self.is_new = self.instance.pk is None
if not self.is_new:
self.fields['account_number'].widget.attrs['readonly'] = True
self.fields['account_number'].initial = self.instance.pk
self.fields['epc_member_identifier'].widget.attrs['readonly'] = \
True
self.fields['epc_member_identifier'].initial = \
self.instance.patient_profile.epc_member_identifier
if self.initial_group:
self.fields['company'].queryset = \
self.initial_group.companies.all()
else:
self.fields['company'].queryset = Company.objects.none()
if not self.is_new:
for cf in PatientForm.CONTACT_FIELDS:
self.fields[cf].initial = getattr(
self.instance.patient_profile.contact, cf)
for pf in PatientForm.PROFILE_FIELDS:
self.fields[pf].initial = getattr(
self.instance.patient_profile, pf)
del self.fields['email']
del self.fields['email_confirm']
def get_phone_initialdata(self):
return self.instance.patient_profile.contact.phone_numbers.all()
def clean(self):
cleaned_data = super(PatientForm, self).clean()
for field in ('epc_member_identifier', 'insurance_identifier'):
if field in cleaned_data and cleaned_data[field] == '':
cleaned_data[field] = None
if self.is_new:
if cleaned_data.get('preferred_contact_method') == 'email':
if not cleaned_data.get('email'):
raise forms.ValidationError(
'If you specify email as the preferred method of '
'contact, you must provide an email.')
elif cleaned_data.get('preferred_contact_method') == 'phone':
if not len(
list(
filter(lambda pn: len(pn.phone) != 0,
cleaned_data.get('phone')))):
raise forms.ValidationError(
'If you choose phone as your primary method of '
'contact, you must provide a phone number.')
return cleaned_data
def clean_email(self):
email = self.cleaned_data.get('email')
if not email:
return email
if len(email) == 0:
return ''
try:
users = User.objects.all()
if not self.is_new:
users = users.exclude(pk=self.instance.pk)
users.get(Q(email=email) | Q(username=email))
except User.DoesNotExist:
return email
else:
raise forms.ValidationError(
'The email you provided is already in use. '
'Please provide another.')
def clean_email_confirm(self):
email_address = self.cleaned_data.get('email')
email_confirm = self.cleaned_data.get('email_confirm')
if email_address and email_address != email_confirm:
raise forms.ValidationError(
'The emails you provided did not match. '
'Please enter them again.')
return email_address
def clean_insurance_identifier(self):
ins_id = self.cleaned_data['insurance_identifier']
if ins_id is not None and ins_id != '':
qs = PatientProfile.objects.filter(insurance_identifier=ins_id)
if not self.is_new:
qs = qs.exclude(pk=self.instance.patient_profile.pk)
if qs.count() > 0:
raise forms.ValidationError(
"A user with this insurance ID already exists in "
"the system.")
return ins_id
def save(self, *args, **kwargs):
data = self.cleaned_data.copy()
data['group'] = self.initial_group
if self.is_new:
if self.supplied_username is not None:
data['username'] = self.supplied_username
patient = PatientProfile.myghr_patients.create_user(**data)
else:
patient = self.instance
patient.patient_profile.update(save=True, **data)
# Save phone numbers.
self.save_phone(patient.patient_profile.contact)
self.initial_group.add_patient(patient)
return patient
class PatientWizardForm(PatientForm):
CONTACT_FIELDS = (
'salutation',
'middle_initial',
'address1',
'address2',
'city',
'state',
'zip',
)
PROFILE_FIELDS = ('company', 'preferred_contact_method', 'gender',
'date_of_birth', 'security_question1',
'security_question2', 'security_question3',
'security_answer1', 'security_answer2',
'security_answer3', 'insurance_identifier', 'pcn_number',
'bin_number', 'billing_method', 'rx_partner',
'epc_member_identifier')
insurance_identifier = forms.CharField()
salutation = forms.CharField(required=False)
first_name = forms.CharField()
middle_initial = forms.CharField(required=False)
last_name = forms.CharField()
gender = forms.ChoiceField(choices=PatientProfile.GENDER_CHOICES)
date_of_birth = forms.DateField(widget=BirthdayWidget())
email = forms.EmailField(label="Email", required=False)
email_confirm = forms.EmailField(required=False)
address1 = forms.CharField(label='Address')
address2 = forms.CharField(required=False, label='Address (Line 2)')
city = forms.CharField()
state = forms.ChoiceField(choices=US_STATES, required=False)
zip = forms.CharField(max_length=5)
phone = PhoneField(required=False, label="Primary phone")
preferred_contact_method = forms.ChoiceField(
widget=forms.RadioSelect,
choices=PatientProfile.PREFERRED_CONTACT_METHOD_CHOICES,
initial="email")
company = forms.ModelChoiceField(queryset=None, required=False)
bin_number = forms.CharField(required=False, label="BIN")
pcn_number = forms.CharField(required=False, label="PCN")
billing_method = forms.ChoiceField(
choices=PatientProfile.BILLING_METHOD_CHOICES,
initial=PatientProfile.BILLING_METHOD_MEDICAL)
refill_method = forms.ChoiceField(
choices=PatientProfile.REFILL_METHOD_CHOICES,
initial=PatientProfile.REFILL_METHOD_UTILIZATION)
rx_partner = forms.ModelChoiceField(queryset=PharmacyPartner.objects.all(),
required=False)
class Meta:
model = User
fields = ('account_number', 'insurance_identifier', 'salutation',
'first_name', 'middle_initial', 'last_name', 'gender',
'date_of_birth', 'email', 'email_confirm', 'address1',
'address2', 'city', 'phone', 'preferred_contact_method',
'company', 'bin_number', 'pcn_number', 'billing_method',
'refill_method', 'rx_partner')
def clean(self):
qs = PatientProfile.objects.filter(
date_of_birth=self.cleaned_data['date_of_birth'],
user__last_name=self.cleaned_data['last_name'])
if qs.count() > 0:
raise forms.ValidationError(
"Patient with this DOB / Last name already exists.")
class ProfessionalForm(PhoneNumberFormMixin, GenesisModelForm):
CONTACT_FIELDS = (
'salutation', 'middle_initial', 'address1', 'address2', 'city',
'state', 'zip', 'fax')
PROFILE_FIELDS = ('timezone_name', 'nursing_group')
salutation = forms.CharField(required=False)
first_name = forms.CharField()
middle_initial = forms.CharField(required=False)
last_name = forms.CharField()
email = forms.EmailField()
confirm_email = forms.EmailField()
address1 = forms.CharField(label='Address', required=False)
address2 = forms.CharField(label='Address (cont.)', required=False)
city = forms.CharField(required=False)
state = forms.ChoiceField(choices=US_STATES, required=False)
zip = forms.CharField(
max_length=5, required=False, widget=forms.TextInput(attrs={'class': 'zip'}))
phone = PhoneField(required=False)
fax = forms.CharField(required=False)
timezone_name = forms.ChoiceField(
choices=ProfessionalProfile.ALLOWED_TIMEZONES, label="Timezone")
nursing_group = forms.ModelChoiceField(
queryset=NursingGroup.objects.all(),
required=False
)
class Meta:
model = User
fields = (
'salutation', 'first_name', 'middle_initial', 'last_name',
'email', 'confirm_email', 'address1', 'address2', 'city',
'phone', 'fax', 'timezone_name', 'nursing_group')
def __init__(self, *args, **kwargs):
self.requester = kwargs.pop('requester')
self.initial_group = kwargs.pop('initial_group')
super(ProfessionalForm, self).__init__(*args, **kwargs)
if not self.is_new:
for cf in ProfessionalForm.CONTACT_FIELDS:
self.fields[cf].initial = getattr(
self.instance.professional_profile.contact, cf)
for pf in ProfessionalForm.PROFILE_FIELDS:
self.fields[pf].initial = getattr(
self.instance.professional_profile, pf)
del self.fields['email']
del self.fields['confirm_email']
def get_phone_initialdata(self):
return self.instance.professional_profile.contact.phone_numbers.all()
def clean_email(self):
email = self.cleaned_data.get('email')
try:
if self.is_new:
User.objects.get(Q(email=email) | Q(username=email))
else:
User.objects.exclude(pk=self.instance.pk).get(
Q(email=email) | Q(username=email))
except User.DoesNotExist:
return email
else:
raise forms.ValidationError(
"The provided email address is already in use. "
"Please provide another.")
def clean_confirm_email(self):
email_address = self.cleaned_data.get('email')
email_confirm = self.cleaned_data.get('confirm_email')
if email_address != email_confirm:
raise forms.ValidationError(
'The provided emails did not match. Please enter them again.')
return email_confirm
def save(self, commit=True, **kwargs):
data = self.cleaned_data
kwargs = {}
kwargs.update(data)
kwargs['parent_group'] = self.initial_group
if data.get('email'):
kwargs['username'] = data['email']
if self.is_new:
user = ProfessionalProfile.objects.create_user(**kwargs)
else:
user = self.instance
user.professional_profile.update(save=True, **kwargs)
self.save_phone(user.professional_profile.contact)
return user
class CompanyForm(PhoneNumberFormMixin, GenesisModelForm):
CONTACT_FIELDS = (
'first_name', 'last_name', 'email', 'address1', 'address2', 'city',
'state', 'zip',)
first_name = forms.CharField()
last_name = forms.CharField()
email = forms.EmailField()
phone = PhoneField(label='Phone')
address1 = forms.CharField(label='Address')
address2 = forms.CharField(label='Address (cont.)', required=False)
city = forms.CharField()
state = forms.ChoiceField(choices=US_STATES, required=False)
zip = forms.CharField(max_length=5)
class Meta:
model = Company
fields = (
'name', 'payor', 'first_name', 'last_name', 'email', 'phone', 'address1',
'address2', 'city', 'group_identifier', 'billing_method',
'refill_method', 'start_kit_size', 'minimum_refill_quantity', 'bin_id',
'pcn_id', 'glucose_control_refill_frequency', 'lancing_refill_frequency',
'default_pharmacy', 'api_partner', 'nursing_group', 'compliance_nursing_group')
def __init__(self, *args, **kwargs):
self.initial_group = kwargs.pop('initial_group')
super(CompanyForm, self).__init__(*args, **kwargs)
self.fields['payor'].queryset = self.initial_group.payors.all()
if self.instance.pk:
for cf in CompanyForm.CONTACT_FIELDS:
self.fields[cf].initial = getattr(self.instance.contact, cf)
def get_phone_initialdata(self):
return self.instance.contact.phone_numbers.all()
def clean_name(self):
name = self.cleaned_data.get('name')
try:
if self.instance.pk:
self.initial_group.companies.exclude(pk=self.instance.pk).get(
name=name)
else:
self.initial_group.companies.get(name=name)
except Company.DoesNotExist:
return name
else:
raise forms.ValidationError(
'A company with that name already exists. Please choose '
'another name.')
def save(self, commit=True, **kwargs):
company = super(CompanyForm, self).save(commit=False, **kwargs)
company.group = self.initial_group
contact = company.pk and company.contact or Contact()
for cf in CompanyForm.CONTACT_FIELDS:
setattr(contact, cf, self.cleaned_data.get(cf))
contact.save()
if not company.pk:
company.contact = contact
company.save()
self.save_phone(contact)
return company
class PayorForm(PhoneNumberFormMixin, GenesisModelForm):
CONTACT_FIELDS = ('first_name', 'last_name', 'email', 'address1',
'address2', 'city', 'state', 'zip')
first_name = forms.CharField()
last_name = forms.CharField()
email = forms.EmailField(required=False)
phone = PhoneField(label='Phone', required=False)
address1 = forms.CharField(label='Address', required=False)
address2 = forms.CharField(label='Address (cont.)', required=False)
city = forms.CharField(widget=forms.TextInput(attrs={'class': 'required'}))
state = forms.ChoiceField(choices=US_STATES, required=False)
zip = forms.CharField(max_length=5)
class Meta:
model = Payor
fields = ('name', 'first_name', 'last_name', 'email', 'phone',
'address1', 'address2', 'city')
def __init__(self, *args, **kwargs):
if kwargs.get('initial_group'):
self.initial_group = kwargs.pop('initial_group')
elif kwargs.get('instance'):
self.initial_group = kwargs['instance'].group
else:
self.initial_group = None
super(PayorForm, self).__init__(*args, **kwargs)
if self.instance.pk:
for cf in PayorForm.CONTACT_FIELDS:
self.fields[cf].initial = getattr(self.instance.contact, cf)
def get_phone_initialdata(self):
return self.instance.contact.phone_numbers.all()
def clean_name(self):
name = self.cleaned_data.get('name')
try:
if self.instance.pk:
self.initial_group.payors.exclude(pk=self.instance.pk).get(
name=name)
else:
self.initial_group.payors.get(name=name)
except Payor.DoesNotExist:
return name
else:
raise forms.ValidationError(
'A payor with that name already exists. Please choose another '
'name.')
def save(self, commit=True, **kwargs):
payor = super(PayorForm, self).save(commit=False, **kwargs)
payor.group = self.initial_group
contact = payor.pk and payor.contact or Contact()
for cf in PayorForm.CONTACT_FIELDS:
setattr(contact, cf, self.cleaned_data.get(cf))
contact.save()
if not payor.pk:
payor.contact = contact
payor.save()
self.save_phone(contact)
return payor