feat: refine subject visits and project workflows

Add early termination visit workflow with ordering, non-applicable visit handling, visit window display, and medication adherence support.

Extend monitoring visit issue template fields, site scoping, setup draft project info handling, login security UI, attachment behavior, and related tests/migrations.
This commit is contained in:
Cheng Zhou
2026-05-09 17:10:34 +08:00
parent 74feca4467
commit 917ab7ccf1
41 changed files with 3463 additions and 701 deletions
+135 -10
View File
@@ -14,6 +14,7 @@ from sqlalchemy.ext.asyncio import AsyncSession
from app.core.deps import get_current_user, get_db_session, require_study_member, require_study_not_locked, require_study_roles
from app.crud import audit as audit_crud
from app.crud import monitoring_visit_issue as issue_crud
from app.crud import site as site_crud
from app.crud import study as study_crud
from app.schemas.monitoring_visit_issue import (
MonitoringVisitIssueCreate,
@@ -25,9 +26,13 @@ from app.schemas.monitoring_visit_issue import (
router = APIRouter()
_HEADER_ALIASES: dict[str, list[str]] = {
"site_name": ["项目/中心", "中心", "中心名称", "site_name", "site"],
"issue_no": ["问题编号", "问题编码", "issue_no", "IssueNo"],
"open_duration_text": ["开放时长", "open_duration"],
"category": ["问题分类", "category"],
"severity": ["严重程度", "severity"],
"mark": ["标记", "mark"],
"visit_cycle": ["访视周期", "访视", "visit_cycle"],
"subject_code": ["受试者", "受试者编号", "subject_code"],
"subject_name": ["受试者姓名", "subject_name"],
"monitor_item": ["监查项", "monitor_item"],
@@ -40,6 +45,9 @@ _HEADER_ALIASES: dict[str, list[str]] = {
"description": ["问题描述", "description"],
"action_taken": ["采取措施", "action_taken"],
"follow_up_progress": ["跟进计划及进展", "follow_up_progress"],
"center_query": ["中心质疑", "center_query"],
"center_latest_reply": ["中心最新回复", "中心回复", "center_latest_reply"],
"rectification_completed": ["是否完成整改", "完成整改", "rectification_completed"],
"found_date": ["发现时间", "found_date"],
"due_at": ["截止时间", "截止日期", "超期截止时间", "due_at"],
"actual_resolve_date": ["实际解决日期", "actual_resolve_date"],
@@ -48,17 +56,24 @@ _HEADER_ALIASES: dict[str, list[str]] = {
}
_AUDIT_FIELDS: tuple[str, ...] = (
"site_id",
"issue_no",
"source",
"monitor_type",
"monitor_item",
"category",
"severity",
"mark",
"visit_cycle",
"recommendation",
"subject_name",
"subject_code",
"description",
"action_taken",
"follow_up_progress",
"center_query",
"center_latest_reply",
"rectification_completed",
"found_date",
"due_at",
"actual_resolve_date",
@@ -75,6 +90,14 @@ async def _ensure_study_exists(db: AsyncSession, study_id: uuid.UUID):
return study
async def _ensure_site_belongs_to_study(db: AsyncSession, study_id: uuid.UUID, site_id: uuid.UUID | None) -> None:
if site_id is None:
return
site = await site_crud.get_site(db, site_id)
if not site or site.study_id != study_id:
raise HTTPException(status_code=status.HTTP_400_BAD_REQUEST, detail="中心不存在或不属于当前项目")
def _normalize_status(value: str | None) -> str:
text = (value or "").strip().upper()
zh = {
@@ -91,6 +114,21 @@ def _normalize_status(value: str | None) -> str:
return "OPEN"
def _parse_bool(value: object | None) -> bool | None:
if value is None:
return None
if isinstance(value, bool):
return value
text = str(value).strip().lower()
if not text:
return None
if text in {"1", "true", "yes", "y", "", "已完成", "完成"}:
return True
if text in {"0", "false", "no", "n", "", "未完成"}:
return False
return None
def _pick(row: dict[str, object], key: str) -> str | None:
for alias in _HEADER_ALIASES[key]:
if alias not in row:
@@ -167,9 +205,13 @@ def _to_read(item) -> MonitoringVisitIssueRead:
return MonitoringVisitIssueRead(
id=item.id,
study_id=item.study_id,
site_id=item.site_id,
issue_no=item.issue_no,
open_duration=_calc_open_duration(item.created_at, item.status, item.closed_at, item.open_duration_text),
category=item.category,
severity=item.severity,
mark=item.mark,
visit_cycle=item.visit_cycle,
subject_code=item.subject_code,
monitor_item=item.monitor_item,
monitor_type=item.monitor_type,
@@ -183,6 +225,9 @@ def _to_read(item) -> MonitoringVisitIssueRead:
description=item.description,
action_taken=item.action_taken,
follow_up_progress=item.follow_up_progress,
center_query=item.center_query,
center_latest_reply=item.center_latest_reply,
rectification_completed=bool(item.rectification_completed),
found_date=item.found_date,
overdue=overdue,
due_at=item.due_at,
@@ -206,6 +251,8 @@ def _format_datetime(value: datetime | None) -> str:
def _to_audit_value(value: object | None):
if isinstance(value, uuid.UUID):
return str(value)
if isinstance(value, datetime):
parsed = value if value.tzinfo else value.replace(tzinfo=timezone.utc)
return parsed.isoformat()
@@ -289,22 +336,41 @@ def _normalize_file_rows(filename: str, content: bytes) -> list[dict[str, object
)
async def list_monitoring_visit_issues(
study_id: uuid.UUID,
site_id: uuid.UUID | None = None,
category: str | None = None,
severity: str | None = None,
mark: str | None = None,
visit_cycle: str | None = None,
status_value: str | None = Query(default=None, alias="status"),
overdue: bool | None = None,
rectification_completed: bool | None = None,
due_from: date | None = None,
due_to: date | None = None,
created_from: date | None = None,
created_to: date | None = None,
keyword: str | None = None,
skip: int = 0,
limit: int = 500,
db: AsyncSession = Depends(get_db_session),
) -> list[MonitoringVisitIssueRead]:
await _ensure_study_exists(db, study_id)
await _ensure_site_belongs_to_study(db, study_id, site_id)
normalized_status = _normalize_status(status_value) if status_value else None
items = await issue_crud.list_issues(
db,
study_id,
site_id=site_id,
category=(category or None),
severity=(severity or None),
mark=(mark or None),
visit_cycle=(visit_cycle or None),
status=normalized_status,
overdue=overdue,
rectification_completed=rectification_completed,
due_from=due_from,
due_to=due_to,
created_from=created_from,
created_to=created_to,
keyword=(keyword or None),
skip=skip,
limit=min(limit, 2000),
@@ -325,6 +391,7 @@ async def create_monitoring_visit_issue(
current_user=Depends(get_current_user),
) -> MonitoringVisitIssueRead:
await _ensure_study_exists(db, study_id)
await _ensure_site_belongs_to_study(db, study_id, payload.site_id)
if payload.issue_no:
existing = await issue_crud.get_issue_by_issue_no(db, study_id, payload.issue_no)
@@ -358,20 +425,39 @@ async def create_monitoring_visit_issue(
)
async def export_monitoring_visit_issues(
study_id: uuid.UUID,
site_id: uuid.UUID | None = None,
category: str | None = None,
severity: str | None = None,
mark: str | None = None,
visit_cycle: str | None = None,
status_value: str | None = Query(default=None, alias="status"),
overdue: bool | None = None,
rectification_completed: bool | None = None,
due_from: date | None = None,
due_to: date | None = None,
created_from: date | None = None,
created_to: date | None = None,
keyword: str | None = None,
db: AsyncSession = Depends(get_db_session),
) -> StreamingResponse:
await _ensure_study_exists(db, study_id)
await _ensure_site_belongs_to_study(db, study_id, site_id)
normalized_status = _normalize_status(status_value) if status_value else None
items = await issue_crud.list_issues(
db,
study_id,
site_id=site_id,
category=(category or None),
severity=(severity or None),
mark=(mark or None),
visit_cycle=(visit_cycle or None),
status=normalized_status,
overdue=overdue,
rectification_completed=rectification_completed,
due_from=due_from,
due_to=due_to,
created_from=created_from,
created_to=created_to,
keyword=(keyword or None),
skip=0,
limit=50000,
@@ -381,15 +467,23 @@ async def export_monitoring_visit_issues(
ws = wb.active
ws.title = "监查访视问题"
headers = [
"项目/中心",
"问题编号",
"受试者筛选号",
"访视周期",
"问题分类",
"严重程度",
"建议措施",
"问题描述",
"中心质疑",
"中心最新回复",
"是否完成整改",
"标记",
"状态",
"是否超期",
"问题来源",
"监查类型",
"监查项",
"问题分类",
"建议措施",
"受试者",
"受试者缩写号",
"问题描述",
"采取措施",
"跟进计划及进展",
"发现时间",
@@ -403,20 +497,31 @@ async def export_monitoring_visit_issues(
"创建时间",
]
ws.append(headers)
site_ids = {item.site_id for item in items if item.site_id}
site_map = await site_crud.get_sites_by_ids(db, site_ids)
for item in items:
view = _to_read(item)
site_name = site_map.get(view.site_id).name if view.site_id in site_map else ""
ws.append(
[
site_name,
view.issue_no or "",
view.subject_code or "",
view.visit_cycle or "",
view.category or "",
view.severity or "",
view.recommendation or "",
view.description or "",
view.center_query or "",
view.center_latest_reply or "",
"" if view.rectification_completed else "",
view.mark or "",
view.progress or "",
"" if view.overdue else "",
view.source or "",
view.monitor_type or "",
view.monitor_item or "",
view.category or "",
view.recommendation or "",
view.subject_name or "",
view.subject_code or "",
view.description or "",
view.action_taken or "",
view.follow_up_progress or "",
_format_date(view.found_date),
@@ -486,6 +591,8 @@ async def update_monitoring_visit_issue(
if not payload.model_fields_set:
raise HTTPException(status_code=status.HTTP_422_UNPROCESSABLE_ENTITY, detail="至少提供一个更新字段")
if "site_id" in payload.model_fields_set:
await _ensure_site_belongs_to_study(db, study_id, payload.site_id)
before_snapshot = _issue_audit_snapshot(item)
try:
@@ -568,6 +675,8 @@ async def import_monitoring_visit_issues(
created_count = 0
updated_count = 0
skipped_rows: list[str] = []
sites = await site_crud.list_by_study(db, study_id, limit=5000, include_inactive=True)
site_by_name = {site.name.strip().lower(): site for site in sites if site.name}
for idx, row in enumerate(rows, start=2):
issue_no = _pick(row, "issue_no")
@@ -576,6 +685,15 @@ async def import_monitoring_visit_issues(
skipped_rows.append(f"{idx}行:问题编号或问题分类为空")
continue
site_id = None
site_name = _pick(row, "site_name")
if site_name:
site = site_by_name.get(site_name.strip().lower())
if not site:
skipped_rows.append(f"{idx}行:中心「{site_name}」不存在")
continue
site_id = site.id
status_text = _normalize_status(_pick(row, "status"))
creator_name = _pick(row, "creator_name") or getattr(current_user, "full_name", None)
created_at = _parse_datetime(row.get("创建时间") or row.get("created_at") or _pick(row, "created_at"))
@@ -586,7 +704,11 @@ async def import_monitoring_visit_issues(
try:
payload = MonitoringVisitIssueCreate(
issue_no=issue_no,
site_id=site_id,
category=category,
severity=_pick(row, "severity"),
mark=_pick(row, "mark"),
visit_cycle=_pick(row, "visit_cycle"),
subject_code=_pick(row, "subject_code"),
subject_name=_pick(row, "subject_name"),
monitor_item=_pick(row, "monitor_item"),
@@ -598,6 +720,9 @@ async def import_monitoring_visit_issues(
description=_pick(row, "description"),
action_taken=_pick(row, "action_taken"),
follow_up_progress=_pick(row, "follow_up_progress"),
center_query=_pick(row, "center_query"),
center_latest_reply=_pick(row, "center_latest_reply"),
rectification_completed=_parse_bool(_pick(row, "rectification_completed")) or False,
found_date=_parse_date(row.get("发现时间") or row.get("found_date") or _pick(row, "found_date")),
due_at=due_at,
actual_resolve_date=_parse_date(
+157 -28
View File
@@ -263,6 +263,13 @@ def _to_date_text(value: date | None) -> str:
return value.isoformat()
def _project_snapshot_has_draft_values(snapshot: ProjectPublishSnapshot | None) -> bool:
if not snapshot:
return False
data = snapshot.model_dump(mode="json")
return any(value not in ("", None, []) for value in data.values())
def _build_project_publish_snapshot(study) -> ProjectPublishSnapshot:
return ProjectPublishSnapshot(
code=getattr(study, "code", None) or "",
@@ -288,6 +295,61 @@ def _build_project_publish_snapshot(study) -> ProjectPublishSnapshot:
)
def _resolve_setup_project_snapshot(setup_data: StudySetupConfigData, study) -> ProjectPublishSnapshot:
if _project_snapshot_has_draft_values(setup_data.projectInfo):
return setup_data.projectInfo
return _build_project_publish_snapshot(study)
def _parse_optional_snapshot_date(value: str) -> date | None:
text = (value or "").strip()
if not text:
return None
return date.fromisoformat(text)
def _normalize_optional_snapshot_text(value: str | None) -> str | None:
if value is None:
return None
text = value.strip()
return text or None
def _snapshot_visit_schedule(snapshot: ProjectPublishSnapshot) -> list[dict[str, int | str]]:
return [item.model_dump(mode="json") for item in snapshot.visit_schedule]
def _apply_project_publish_snapshot_to_study(study, snapshot: ProjectPublishSnapshot) -> bool:
next_values = {
"code": snapshot.code.strip(),
"name": snapshot.name.strip(),
"project_full_name": _normalize_optional_snapshot_text(snapshot.project_full_name),
"sponsor": _normalize_optional_snapshot_text(snapshot.sponsor),
"protocol_no": _normalize_optional_snapshot_text(snapshot.protocol_no),
"lead_unit": _normalize_optional_snapshot_text(snapshot.lead_unit),
"principal_investigator": _normalize_optional_snapshot_text(snapshot.principal_investigator),
"main_pm": _normalize_optional_snapshot_text(snapshot.main_pm),
"research_analysis": _normalize_optional_snapshot_text(snapshot.research_analysis),
"research_product": _normalize_optional_snapshot_text(snapshot.research_product),
"control_product": _normalize_optional_snapshot_text(snapshot.control_product),
"indication": _normalize_optional_snapshot_text(snapshot.indication),
"research_population": _normalize_optional_snapshot_text(snapshot.research_population),
"research_design": _normalize_optional_snapshot_text(snapshot.research_design),
"plan_start_date": _parse_optional_snapshot_date(snapshot.plan_start_date),
"plan_end_date": _parse_optional_snapshot_date(snapshot.plan_end_date),
"planned_site_count": snapshot.planned_site_count,
"planned_enrollment_count": snapshot.planned_enrollment_count,
"status": snapshot.status or "DRAFT",
"visit_schedule": _snapshot_visit_schedule(snapshot),
}
changed = False
for field, value in next_values.items():
if getattr(study, field, None) != value:
setattr(study, field, value)
changed = True
return changed
def _to_setup_config_read(
record,
*,
@@ -360,6 +422,63 @@ def _ensure_study_timeline_valid(
raise HTTPException(status_code=status.HTTP_400_BAD_REQUEST, detail="项目计划结束日期不能早于开始日期")
async def _validate_setup_project_snapshot(
db: AsyncSession,
*,
study_id: uuid.UUID,
snapshot: ProjectPublishSnapshot,
strict_required: bool = True,
) -> None:
errors: list[dict[str, str]] = []
code = snapshot.code.strip()
name = snapshot.name.strip()
if strict_required and not code:
errors.append({"field": "projectInfo.code", "message": "项目编号不能为空"})
if strict_required and not name:
errors.append({"field": "projectInfo.name", "message": "项目名称不能为空"})
try:
plan_start = _parse_optional_snapshot_date(snapshot.plan_start_date)
plan_end = _parse_optional_snapshot_date(snapshot.plan_end_date)
except ValueError:
errors.append({"field": "projectInfo.plan_start_date", "message": "项目计划日期格式应为 YYYY-MM-DD"})
plan_start = None
plan_end = None
if plan_start and plan_end and plan_start > plan_end:
errors.append({"field": "projectInfo.plan_end_date", "message": "项目计划结束日期不能早于开始日期"})
seen_visit_codes: set[str] = set()
for index, item in enumerate(snapshot.visit_schedule):
row_prefix = f"projectInfo.visit_schedule[{index}]"
visit_code = item.visit_code.strip()
has_visit_values = bool(visit_code) or any(
value != 0
for value in (item.baseline_offset_days, item.window_before_days, item.window_after_days)
)
if strict_required and not visit_code:
errors.append({"field": f"{row_prefix}.visit_code", "message": "访视编号不能为空"})
if not has_visit_values:
continue
if visit_code:
if len(visit_code) > 50:
errors.append({"field": f"{row_prefix}.visit_code", "message": "访视编号不能超过50个字符"})
if visit_code in seen_visit_codes:
errors.append({"field": f"{row_prefix}.visit_code", "message": f"访视编号重复:{visit_code}"})
seen_visit_codes.add(visit_code)
if item.baseline_offset_days < 0 or item.baseline_offset_days > 3650:
errors.append({"field": f"{row_prefix}.baseline_offset_days", "message": "基线偏移天数应在0到3650之间"})
if item.window_before_days < 0 or item.window_before_days > 365:
errors.append({"field": f"{row_prefix}.window_before_days", "message": "窗口前天数应在0到365之间"})
if item.window_after_days < 0 or item.window_after_days > 365:
errors.append({"field": f"{row_prefix}.window_after_days", "message": "窗口后天数应在0到365之间"})
if errors:
_raise_validation_error(errors)
if code:
existing = await study_crud.get_by_code(db, code)
if existing and existing.id != study_id:
raise HTTPException(status_code=status.HTTP_409_CONFLICT, detail="项目编号已存在")
def _resolve_version_label(record: Any) -> str:
branch_name = (getattr(record, "branch_name", None) or "main").strip() or "main"
display_version = int(getattr(record, "display_version", 0) or 0)
@@ -897,18 +1016,23 @@ async def upsert_study_setup_config(
sites = await site_crud.list_by_study(db, study_id, skip=0, limit=1000, include_inactive=True)
site_lookup = {str(site.id): site.name or "" for site in sites}
setup_project_snapshot = _resolve_setup_project_snapshot(payload.data, study)
await _validate_setup_project_snapshot(db, study_id=study_id, snapshot=setup_project_snapshot, strict_required=False)
setup_plan_start = _parse_optional_snapshot_date(setup_project_snapshot.plan_start_date)
setup_plan_end = _parse_optional_snapshot_date(setup_project_snapshot.plan_end_date)
_validate_setup_data(
payload.data,
site_lookup,
project_plan_start=getattr(study, "plan_start_date", None),
project_plan_end=getattr(study, "plan_end_date", None),
project_plan_start=setup_plan_start,
project_plan_end=setup_plan_end,
strict_required=False,
)
existing = await study_setup_config_crud.get_by_study(db, study_id)
old_config = dict(existing.config or {}) if existing else {}
force_draft = bool(payload.force_draft)
if existing and existing.publish_status == "PUBLISHED" and existing.published_project_snapshot:
current_project_snapshot = _build_project_publish_snapshot(study).model_dump(mode="json")
current_project_snapshot = setup_project_snapshot.model_dump(mode="json")
if current_project_snapshot != dict(existing.published_project_snapshot or {}):
force_draft = True
record, conflict = await study_setup_config_crud.upsert(
@@ -971,7 +1095,12 @@ async def publish_study_setup_config(
record = await study_setup_config_crud.get_by_study(db, study_id)
if not record:
raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="请先保存立项配置草稿")
current_project_snapshot_for_publish = _build_project_publish_snapshot(study).model_dump(mode="json")
setup_data = StudySetupConfigData.model_validate(record.config or {})
project_snapshot_for_publish = _resolve_setup_project_snapshot(setup_data, study)
await _validate_setup_project_snapshot(db, study_id=study_id, snapshot=project_snapshot_for_publish)
setup_plan_start = _parse_optional_snapshot_date(project_snapshot_for_publish.plan_start_date)
setup_plan_end = _parse_optional_snapshot_date(project_snapshot_for_publish.plan_end_date)
current_project_snapshot_for_publish = project_snapshot_for_publish.model_dump(mode="json")
force_create_snapshot = bool(
(record.published_project_snapshot or {}) != current_project_snapshot_for_publish
)
@@ -979,10 +1108,10 @@ async def publish_study_setup_config(
sites = await site_crud.list_by_study(db, study_id, skip=0, limit=1000, include_inactive=True)
site_lookup = {str(site.id): site.name or "" for site in sites}
_validate_setup_data(
StudySetupConfigData.model_validate(record.config or {}),
setup_data,
site_lookup,
project_plan_start=getattr(study, "plan_start_date", None),
project_plan_end=getattr(study, "plan_end_date", None),
project_plan_start=setup_plan_start,
project_plan_end=setup_plan_end,
)
published, conflict = await study_setup_config_crud.publish(
@@ -1001,6 +1130,7 @@ async def publish_study_setup_config(
raise HTTPException(status_code=status.HTTP_500_INTERNAL_SERVER_ERROR, detail="配置发布失败")
try:
_apply_project_publish_snapshot_to_study(study, project_snapshot_for_publish)
projection = await apply_setup_projection_on_publish(
db,
study_id=study_id,
@@ -1017,16 +1147,14 @@ async def publish_study_setup_config(
for item in projection.skipped_items
],
)
study_after_publish = await study_crud.get(db, study_id)
if study_after_publish:
project_snapshot = _build_project_publish_snapshot(study_after_publish).model_dump(mode="json")
published.published_project_snapshot = project_snapshot
await study_setup_config_crud.set_version_project_snapshot(
db,
study_id,
version=published.version,
project_snapshot=project_snapshot,
)
project_snapshot = project_snapshot_for_publish.model_dump(mode="json")
published.published_project_snapshot = project_snapshot
await study_setup_config_crud.set_version_project_snapshot(
db,
study_id,
version=published.version,
project_snapshot=project_snapshot,
)
await audit_crud.log_action(
db,
study_id=study_id,
@@ -1362,10 +1490,13 @@ async def merge_study_setup_config_to_main(
raise HTTPException(status_code=status.HTTP_500_INTERNAL_SERVER_ERROR, detail="合并主分支失败")
try:
merged_setup_data = StudySetupConfigData.model_validate(merged.published_config or {})
merged_project_snapshot = _resolve_setup_project_snapshot(merged_setup_data, study)
_apply_project_publish_snapshot_to_study(study, merged_project_snapshot)
projection = await apply_setup_projection_on_publish(
db,
study_id=study_id,
setup_data=StudySetupConfigData.model_validate(merged.published_config or {}),
setup_data=merged_setup_data,
operator_id=current_user.id,
)
projection_summary = SetupProjectionSummary(
@@ -1375,16 +1506,14 @@ async def merge_study_setup_config_to_main(
warnings=projection.warnings,
skipped_items=[{"site_id": item.site_id, "reason": item.reason} for item in projection.skipped_items],
)
study_after_publish = await study_crud.get(db, study_id)
if study_after_publish:
project_snapshot = _build_project_publish_snapshot(study_after_publish).model_dump(mode="json")
merged.published_project_snapshot = project_snapshot
await study_setup_config_crud.set_version_project_snapshot(
db,
study_id,
version=merged.version,
project_snapshot=project_snapshot,
)
project_snapshot = merged_project_snapshot.model_dump(mode="json")
merged.published_project_snapshot = project_snapshot
await study_setup_config_crud.set_version_project_snapshot(
db,
study_id,
version=merged.version,
project_snapshot=project_snapshot,
)
await audit_crud.log_action(
db,
study_id=study_id,
+56 -1
View File
@@ -9,7 +9,8 @@ from app.crud import site as site_crud
from app.crud import subject as subject_crud
from app.crud import study as study_crud
from app.crud import visit as visit_crud
from app.schemas.visit import VisitCreate, VisitRead, VisitUpdate
from app.schemas.subject import SubjectUpdate
from app.schemas.visit import EarlyTerminationCreate, VisitCreate, VisitRead, VisitUpdate
router = APIRouter()
@@ -110,6 +111,60 @@ async def create_visit(
return visit
@router.post(
"/early-termination",
response_model=VisitRead,
status_code=status.HTTP_201_CREATED,
dependencies=[Depends(require_study_roles(["PM", "CRA"])), Depends(require_study_not_locked())],
)
async def create_early_termination(
study_id: uuid.UUID,
subject_id: uuid.UUID,
termination_in: EarlyTerminationCreate,
db: AsyncSession = Depends(get_db_session),
current_user=Depends(get_current_user),
) -> VisitRead:
subject = await _ensure_subject(db, study_id, subject_id)
await _ensure_subject_active(db, subject)
reason = termination_in.reason.strip()
if not reason:
raise HTTPException(status_code=status.HTTP_400_BAD_REQUEST, detail="提前终止原因不能为空")
if subject.baseline_date and termination_in.termination_date < subject.baseline_date:
raise HTTPException(status_code=status.HTTP_400_BAD_REQUEST, detail="提前终止日期不能早于基线/治疗日期")
try:
visit = await visit_crud.create_early_termination_visit(
db,
study_id=study_id,
subject=subject,
termination_date=termination_in.termination_date,
reason=reason,
notes=termination_in.notes,
)
except ValueError as exc:
raise HTTPException(status_code=status.HTTP_400_BAD_REQUEST, detail=str(exc)) from exc
await subject_crud.update_subject(
db,
subject,
SubjectUpdate(
status="DROPPED",
completion_date=termination_in.termination_date,
drop_reason=reason,
),
)
await audit_crud.log_action(
db,
study_id=study_id,
entity_type="visit",
entity_id=visit.id,
action="CREATE_EARLY_TERMINATION",
detail=f"参与者 {subject.subject_no} 已提前终止",
operator_id=current_user.id,
operator_role=current_user.role,
)
return visit
@router.patch(
"/{visit_id}",
response_model=VisitRead,
+40 -1
View File
@@ -1,5 +1,5 @@
import uuid
from datetime import datetime, timezone
from datetime import date, datetime, time, timedelta, timezone
from typing import Sequence
from sqlalchemy import and_, or_, select
@@ -46,25 +46,55 @@ async def list_issues(
db: AsyncSession,
study_id: uuid.UUID,
*,
site_id: uuid.UUID | None = None,
category: str | None = None,
severity: str | None = None,
mark: str | None = None,
visit_cycle: str | None = None,
status: str | None = None,
overdue: bool | None = None,
rectification_completed: bool | None = None,
due_from: date | None = None,
due_to: date | None = None,
created_from: date | None = None,
created_to: date | None = None,
keyword: str | None = None,
skip: int = 0,
limit: int = 500,
) -> Sequence[MonitoringVisitIssue]:
stmt = select(MonitoringVisitIssue).where(MonitoringVisitIssue.study_id == study_id)
if site_id:
stmt = stmt.where(MonitoringVisitIssue.site_id == site_id)
if category:
stmt = stmt.where(MonitoringVisitIssue.category == category)
if severity:
stmt = stmt.where(MonitoringVisitIssue.severity == severity)
if mark:
stmt = stmt.where(MonitoringVisitIssue.mark.ilike(f"%{mark}%"))
if visit_cycle:
stmt = stmt.where(MonitoringVisitIssue.visit_cycle == visit_cycle)
if status:
stmt = stmt.where(MonitoringVisitIssue.status == status)
if rectification_completed is not None:
stmt = stmt.where(MonitoringVisitIssue.rectification_completed == rectification_completed)
if due_from:
stmt = stmt.where(MonitoringVisitIssue.due_at >= datetime.combine(due_from, time.min, tzinfo=timezone.utc))
if due_to:
stmt = stmt.where(MonitoringVisitIssue.due_at < datetime.combine(due_to + timedelta(days=1), time.min, tzinfo=timezone.utc))
if created_from:
stmt = stmt.where(MonitoringVisitIssue.created_at >= datetime.combine(created_from, time.min, tzinfo=timezone.utc))
if created_to:
stmt = stmt.where(MonitoringVisitIssue.created_at < datetime.combine(created_to + timedelta(days=1), time.min, tzinfo=timezone.utc))
if keyword:
term = f"%{keyword}%"
stmt = stmt.where(
or_(
MonitoringVisitIssue.issue_no.ilike(term),
MonitoringVisitIssue.category.ilike(term),
MonitoringVisitIssue.severity.ilike(term),
MonitoringVisitIssue.mark.ilike(term),
MonitoringVisitIssue.visit_cycle.ilike(term),
MonitoringVisitIssue.subject_code.ilike(term),
MonitoringVisitIssue.subject_name.ilike(term),
MonitoringVisitIssue.monitor_item.ilike(term),
@@ -72,6 +102,8 @@ async def list_issues(
MonitoringVisitIssue.recommendation.ilike(term),
MonitoringVisitIssue.action_taken.ilike(term),
MonitoringVisitIssue.follow_up_progress.ilike(term),
MonitoringVisitIssue.center_query.ilike(term),
MonitoringVisitIssue.center_latest_reply.ilike(term),
MonitoringVisitIssue.responsible_name.ilike(term),
)
)
@@ -107,8 +139,12 @@ async def create_issue(
closed_at = datetime.now(timezone.utc)
item = MonitoringVisitIssue(
study_id=study_id,
site_id=issue_in.site_id,
issue_no=issue_no,
category=issue_in.category,
severity=issue_in.severity,
mark=issue_in.mark,
visit_cycle=issue_in.visit_cycle,
subject_code=issue_in.subject_code,
monitor_item=issue_in.monitor_item,
monitor_type=issue_in.monitor_type,
@@ -120,6 +156,9 @@ async def create_issue(
description=issue_in.description,
action_taken=issue_in.action_taken,
follow_up_progress=issue_in.follow_up_progress,
center_query=issue_in.center_query,
center_latest_reply=issue_in.center_latest_reply,
rectification_completed=issue_in.rectification_completed,
found_date=issue_in.found_date,
due_at=issue_in.due_at,
actual_resolve_date=issue_in.actual_resolve_date,
+6
View File
@@ -21,6 +21,7 @@ from app.models.finance_special import FinanceSpecial
from app.models.kickoff_meeting import KickoffMeeting
from app.models.knowledge_note import KnowledgeNote
from app.models.milestone import Milestone
from app.models.monitoring_visit_issue import MonitoringVisitIssue
from app.models.site import Site
from app.models.special_expense import SpecialExpense
from app.models.startup_ethics import StartupEthics
@@ -328,6 +329,11 @@ async def delete_site_and_related(db: AsyncSession, site: Site) -> None:
await db.execute(delete(ContractFee).where(ContractFee.center_id == site_id))
await db.execute(delete(SpecialExpense).where(SpecialExpense.center_id == site_id))
await db.execute(delete(DrugShipment).where(DrugShipment.center_id == site_id))
await db.execute(
update(MonitoringVisitIssue)
.where(MonitoringVisitIssue.site_id == site_id)
.values(site_id=None)
)
await db.execute(
delete(TrainingAuthorization).where(
+6
View File
@@ -37,6 +37,11 @@ def _validate_subject_date_chain(
raise ValueError("完成日期不能早于入组日期")
def _validate_actual_medication_count(value: int | None) -> None:
if value is not None and value < 0:
raise ValueError("实际用药次数不能小于0")
def _should_sync_visits(previous_baseline_date: date | None, next_baseline_date: date | None) -> bool:
return next_baseline_date is not None and previous_baseline_date != next_baseline_date
@@ -132,6 +137,7 @@ async def update_subject(db: AsyncSession, subject: Subject, subject_in: Subject
enrollment_date=next_enrollment_date,
completion_date=next_completion_date,
)
_validate_actual_medication_count(update_data.get("actual_medication_count", subject.actual_medication_count))
if update_data:
await db.execute(
sa_update(Subject)
+145
View File
@@ -1,4 +1,5 @@
import uuid
from dataclasses import dataclass
from datetime import date, timedelta
from typing import Sequence
@@ -11,6 +12,17 @@ from app.models.visit import Visit
from app.schemas.visit import VisitCreate, VisitUpdate
@dataclass(frozen=True)
class EarlyTerminationVisitChanges:
event_visit_code: str
event_actual_date: date
event_notes: str
visits_to_cancel: list[Visit]
NON_TREATMENT_VISIT_CODES = {"筛选访视", "基线访视", "提前终止"}
def _visit_schedule_order_map(visit_schedule: list[dict] | None) -> dict[str, int]:
order_map: dict[str, int] = {}
for index, item in enumerate(visit_schedule or []):
@@ -23,6 +35,34 @@ def _visit_schedule_order_map(visit_schedule: list[dict] | None) -> dict[str, in
def sort_visits_for_display(visits: Sequence[Visit], visit_schedule: list[dict] | None = None) -> list[Visit]:
order_map = _visit_schedule_order_map(visit_schedule)
fallback_start = len(order_map)
early_termination = next((visit for visit in visits if (visit.visit_code or "").strip() == "提前终止"), None)
if early_termination and early_termination.actual_date:
last_actual_index = max(
(
order_map.get((visit.visit_code or "").strip(), fallback_start)
for visit in visits
if visit is not early_termination and visit.actual_date is not None
),
default=-1,
)
sorted_visits: list[Visit] = []
inserted = False
for visit in sorted(
[visit for visit in visits if visit is not early_termination],
key=lambda visit: (
order_map.get((visit.visit_code or "").strip(), fallback_start),
visit.planned_date is None,
visit.planned_date or date.max,
visit.visit_code or "",
),
):
sorted_visits.append(visit)
if not inserted and order_map.get((visit.visit_code or "").strip(), fallback_start) == last_actual_index:
sorted_visits.append(early_termination)
inserted = True
if not inserted:
sorted_visits.insert(0, early_termination)
return sorted_visits
return sorted(
visits,
key=lambda visit: (
@@ -58,6 +98,52 @@ def build_visit_schedule_dates(visit_schedule: list[dict] | None, base_date: dat
return rows
def get_visit_window_start_date(visit: Visit) -> date | None:
return visit.window_start or visit.planned_date
def get_last_planned_visit_window_start_date(visits: Sequence[Visit]) -> date | None:
window_start_dates = [
get_visit_window_start_date(visit)
for visit in visits
if get_visit_window_start_date(visit) is not None and (visit.visit_code or "").strip() not in NON_TREATMENT_VISIT_CODES
]
return max(window_start_dates) if window_start_dates else None
def validate_early_termination_date(termination_date: date, visits: Sequence[Visit]) -> None:
last_window_start_date = get_last_planned_visit_window_start_date(visits)
if last_window_start_date is not None and termination_date >= last_window_start_date:
raise ValueError(f"提前终止日期必须早于方案最后一个计划访视窗口开始日({last_window_start_date.isoformat()}")
def build_early_termination_visit_changes(
visits: Sequence[Visit],
*,
termination_date: date,
reason: str,
notes: str | None = None,
) -> EarlyTerminationVisitChanges:
event_notes = reason.strip()
extra_notes = (notes or "").strip()
if extra_notes:
event_notes = f"{event_notes}\n{extra_notes}"
visits_to_cancel = [
visit
for visit in visits
if visit.actual_date is None
and visit.status not in ["DONE", "CANCELLED", "LOST"]
and (visit.visit_code or "").strip() not in NON_TREATMENT_VISIT_CODES
]
return EarlyTerminationVisitChanges(
event_visit_code="提前终止",
event_actual_date=termination_date,
event_notes=event_notes,
visits_to_cancel=visits_to_cancel,
)
async def create_visit(
db: AsyncSession,
*,
@@ -264,3 +350,62 @@ async def create_scheduled_visits(
)
)
return created
async def create_early_termination_visit(
db: AsyncSession,
*,
study_id: uuid.UUID,
subject: Subject,
termination_date: date,
reason: str,
notes: str | None = None,
) -> Visit:
result = await db.execute(select(Visit).where(Visit.subject_id == subject.id))
existing_visits = list(result.scalars().all())
validate_early_termination_date(termination_date, existing_visits)
changes = build_early_termination_visit_changes(
existing_visits,
termination_date=termination_date,
reason=reason,
notes=notes,
)
existing_event = next(
(visit for visit in existing_visits if visit.visit_code == changes.event_visit_code),
None,
)
if existing_event:
await db.execute(
sa_update(Visit)
.where(Visit.id == existing_event.id)
.values(
actual_date=changes.event_actual_date,
status="DONE",
notes=changes.event_notes,
)
)
event_visit = existing_event
else:
event_visit = Visit(
study_id=study_id,
subject_id=subject.id,
visit_code=changes.event_visit_code,
planned_date=None,
actual_date=changes.event_actual_date,
status="DONE",
window_start=None,
window_end=None,
notes=changes.event_notes,
)
db.add(event_visit)
for visit in changes.visits_to_cancel:
await db.execute(
sa_update(Visit)
.where(Visit.id == visit.id)
.values(status="CANCELLED", notes="提前终止后不再适用")
)
await db.commit()
await db.refresh(event_visit)
return event_visit
+8 -1
View File
@@ -1,7 +1,7 @@
import uuid
from datetime import date, datetime
from sqlalchemy import Date, DateTime, ForeignKey, String, Text, UniqueConstraint, func
from sqlalchemy import Boolean, Date, DateTime, ForeignKey, String, Text, UniqueConstraint, func
from sqlalchemy.dialects.postgresql import UUID
from sqlalchemy.orm import Mapped, mapped_column
@@ -14,8 +14,12 @@ class MonitoringVisitIssue(Base):
id: Mapped[uuid.UUID] = mapped_column(UUID(as_uuid=True), primary_key=True, default=uuid.uuid4)
study_id: Mapped[uuid.UUID] = mapped_column(UUID(as_uuid=True), ForeignKey("studies.id"), index=True, nullable=False)
site_id: Mapped[uuid.UUID | None] = mapped_column(UUID(as_uuid=True), ForeignKey("sites.id"), index=True, nullable=True)
issue_no: Mapped[str] = mapped_column(String(64), nullable=False)
category: Mapped[str] = mapped_column(String(255), nullable=False)
severity: Mapped[str | None] = mapped_column(String(64), nullable=True)
mark: Mapped[str | None] = mapped_column(String(100), nullable=True)
visit_cycle: Mapped[str | None] = mapped_column(String(100), nullable=True)
subject_code: Mapped[str | None] = mapped_column(String(64), nullable=True)
monitor_item: Mapped[str | None] = mapped_column(Text, nullable=True)
monitor_type: Mapped[str | None] = mapped_column(String(64), nullable=True)
@@ -27,6 +31,9 @@ class MonitoringVisitIssue(Base):
description: Mapped[str | None] = mapped_column(Text, nullable=True)
action_taken: Mapped[str | None] = mapped_column(Text, nullable=True)
follow_up_progress: Mapped[str | None] = mapped_column(Text, nullable=True)
center_query: Mapped[str | None] = mapped_column(Text, nullable=True)
center_latest_reply: Mapped[str | None] = mapped_column(Text, nullable=True)
rectification_completed: Mapped[bool] = mapped_column(Boolean, nullable=False, server_default="false", default=False)
found_date: Mapped[date | None] = mapped_column(Date, nullable=True)
due_at: Mapped[datetime | None] = mapped_column(DateTime(timezone=True), nullable=True)
actual_resolve_date: Mapped[date | None] = mapped_column(Date, nullable=True)
+2 -1
View File
@@ -1,7 +1,7 @@
import uuid
from datetime import datetime, date
from sqlalchemy import Date, DateTime, ForeignKey, String, Text, UniqueConstraint, func
from sqlalchemy import Date, DateTime, ForeignKey, Integer, String, Text, UniqueConstraint, func
from sqlalchemy.dialects.postgresql import UUID
from sqlalchemy.orm import Mapped, mapped_column
@@ -22,6 +22,7 @@ class Subject(Base):
enrollment_date: Mapped[date | None] = mapped_column(Date, nullable=True)
baseline_date: Mapped[date | None] = mapped_column(Date, nullable=True)
completion_date: Mapped[date | None] = mapped_column(Date, nullable=True)
actual_medication_count: Mapped[int | None] = mapped_column(Integer, nullable=True)
drop_reason: Mapped[str | None] = mapped_column(Text, nullable=True)
created_at: Mapped[datetime] = mapped_column(DateTime(timezone=True), nullable=False, server_default=func.now())
updated_at: Mapped[datetime] = mapped_column(
@@ -6,7 +6,11 @@ from pydantic import BaseModel, ConfigDict, field_validator
class MonitoringVisitIssueCreate(BaseModel):
issue_no: str | None = None
site_id: uuid.UUID | None = None
category: str
severity: str | None = None
mark: str | None = None
visit_cycle: str | None = None
subject_code: str | None = None
monitor_item: str | None = None
monitor_type: str | None = None
@@ -18,6 +22,9 @@ class MonitoringVisitIssueCreate(BaseModel):
description: str | None = None
action_taken: str | None = None
follow_up_progress: str | None = None
center_query: str | None = None
center_latest_reply: str | None = None
rectification_completed: bool = False
found_date: date | None = None
due_at: datetime | None = None
actual_resolve_date: date | None = None
@@ -42,6 +49,9 @@ class MonitoringVisitIssueCreate(BaseModel):
@field_validator(
"subject_code",
"severity",
"mark",
"visit_cycle",
"monitor_item",
"monitor_type",
"source",
@@ -51,6 +61,8 @@ class MonitoringVisitIssueCreate(BaseModel):
"description",
"action_taken",
"follow_up_progress",
"center_query",
"center_latest_reply",
"responsible_name",
mode="before",
)
@@ -80,9 +92,13 @@ class MonitoringVisitIssueCreate(BaseModel):
class MonitoringVisitIssueRead(BaseModel):
id: uuid.UUID
study_id: uuid.UUID
site_id: uuid.UUID | None
issue_no: str
open_duration: str
category: str
severity: str | None
mark: str | None
visit_cycle: str | None
subject_code: str | None
monitor_item: str | None
monitor_type: str | None
@@ -96,6 +112,9 @@ class MonitoringVisitIssueRead(BaseModel):
description: str | None
action_taken: str | None
follow_up_progress: str | None
center_query: str | None
center_latest_reply: str | None
rectification_completed: bool
found_date: date | None
overdue: bool
due_at: datetime | None
@@ -115,7 +134,11 @@ class MonitoringVisitIssueImportSummary(BaseModel):
class MonitoringVisitIssueUpdate(BaseModel):
issue_no: str | None = None
site_id: uuid.UUID | None = None
category: str | None = None
severity: str | None = None
mark: str | None = None
visit_cycle: str | None = None
subject_code: str | None = None
monitor_item: str | None = None
monitor_type: str | None = None
@@ -127,6 +150,9 @@ class MonitoringVisitIssueUpdate(BaseModel):
description: str | None = None
action_taken: str | None = None
follow_up_progress: str | None = None
center_query: str | None = None
center_latest_reply: str | None = None
rectification_completed: bool | None = None
found_date: date | None = None
due_at: datetime | None = None
actual_resolve_date: date | None = None
@@ -145,6 +171,9 @@ class MonitoringVisitIssueUpdate(BaseModel):
@field_validator(
"subject_code",
"severity",
"mark",
"visit_cycle",
"monitor_item",
"monitor_type",
"source",
@@ -154,6 +183,8 @@ class MonitoringVisitIssueUpdate(BaseModel):
"description",
"action_taken",
"follow_up_progress",
"center_query",
"center_latest_reply",
"responsible_name",
mode="before",
)
+40 -51
View File
@@ -1,14 +1,9 @@
import uuid
from datetime import datetime
from typing import Literal
from pydantic import BaseModel, ConfigDict, Field, model_validator
ConfirmStatus = Literal["待确认", "已确认", "退回"]
MilestoneStatus = Literal["未开始", "进行中", "已完成", "延期"]
class ProjectMilestoneItem(BaseModel):
id: str
name: str = ""
@@ -18,7 +13,7 @@ class ProjectMilestoneItem(BaseModel):
durationDays: int = 1
owner: str = ""
remark: str = ""
status: MilestoneStatus = "未开始"
status: str = "未开始"
class EnrollmentPlanItem(BaseModel):
@@ -35,7 +30,7 @@ class SiteMilestoneItem(BaseModel):
planDate: str = ""
owner: str = ""
remark: str = ""
status: MilestoneStatus = "未开始"
status: str = "未开始"
class SiteEnrollmentPlanItem(BaseModel):
@@ -63,12 +58,49 @@ class CenterConfirmItem(BaseModel):
siteId: str = ""
siteName: str = ""
confirmer: str = ""
confirmStatus: ConfirmStatus = "待确认"
confirmStatus: str = "待确认"
confirmDate: str = ""
note: str = ""
class VisitScheduleItem(BaseModel):
visit_code: str = ""
baseline_offset_days: int = 0
window_before_days: int = 0
window_after_days: int = 0
class ProjectPublishSnapshot(BaseModel):
code: str = ""
name: str = ""
project_full_name: str = ""
sponsor: str = ""
protocol_no: str = ""
lead_unit: str = ""
principal_investigator: str = ""
main_pm: str = ""
research_analysis: str = ""
research_product: str = ""
control_product: str = ""
indication: str = ""
research_population: str = ""
research_design: str = ""
plan_start_date: str = ""
plan_end_date: str = ""
planned_site_count: int | None = None
planned_enrollment_count: int | None = None
status: str = ""
visit_schedule: list[VisitScheduleItem] = Field(default_factory=list)
@model_validator(mode="after")
def normalize_visit_schedule(self):
for item in self.visit_schedule:
item.visit_code = item.visit_code.strip()
return self
class StudySetupConfigData(BaseModel):
projectInfo: ProjectPublishSnapshot = Field(default_factory=ProjectPublishSnapshot)
projectMilestones: list[ProjectMilestoneItem] = Field(default_factory=list)
enrollmentPlan: EnrollmentPlanItem = Field(default_factory=EnrollmentPlanItem)
siteMilestones: list[SiteMilestoneItem] = Field(default_factory=list)
@@ -143,49 +175,6 @@ class SetupProjectionSummary(BaseModel):
skipped_items: list[SetupProjectionSkippedItem] = Field(default_factory=list)
class VisitScheduleItem(BaseModel):
visit_code: str = Field(min_length=1, max_length=50)
baseline_offset_days: int = Field(ge=0, le=3650)
window_before_days: int = Field(ge=0, le=365)
window_after_days: int = Field(ge=0, le=365)
class ProjectPublishSnapshot(BaseModel):
code: str = ""
name: str = ""
project_full_name: str = ""
sponsor: str = ""
protocol_no: str = ""
lead_unit: str = ""
principal_investigator: str = ""
main_pm: str = ""
research_analysis: str = ""
research_product: str = ""
control_product: str = ""
indication: str = ""
research_population: str = ""
research_design: str = ""
plan_start_date: str = ""
plan_end_date: str = ""
planned_site_count: int | None = None
planned_enrollment_count: int | None = None
status: str = ""
visit_schedule: list[VisitScheduleItem] = Field(default_factory=list)
@model_validator(mode="after")
def validate_visit_schedule(self):
codes: set[str] = set()
for index, item in enumerate(self.visit_schedule):
code = item.visit_code.strip()
if not code:
raise ValueError(f"{index + 1} 行访视编号不能为空")
if code in codes:
raise ValueError(f"访视编号重复:{code}")
codes.add(code)
item.visit_code = code
return self
class StudySetupConfigRead(BaseModel):
id: uuid.UUID
study_id: uuid.UUID
+2
View File
@@ -20,6 +20,7 @@ class SubjectUpdate(BaseModel):
enrollment_date: Optional[date] = None
baseline_date: Optional[date] = None
completion_date: Optional[date] = None
actual_medication_count: Optional[int] = None
drop_reason: Optional[str] = None
@@ -34,6 +35,7 @@ class SubjectRead(BaseModel):
enrollment_date: Optional[date]
baseline_date: Optional[date]
completion_date: Optional[date]
actual_medication_count: Optional[int]
drop_reason: Optional[str]
created_at: datetime
updated_at: datetime
+6
View File
@@ -19,6 +19,12 @@ class VisitUpdate(BaseModel):
notes: Optional[str] = None
class EarlyTerminationCreate(BaseModel):
termination_date: date
reason: str
notes: Optional[str] = None
class VisitRead(BaseModel):
id: uuid.UUID
study_id: uuid.UUID