clinical_laboratory/documents/ISSUE32_IMPLEMENTATION.md

Issue #32 Implementation Summary

Overview

Automatic sample generation when lab orders are confirmed has been successfully implemented, building upon the test-sample relationships established in Issue #44.

Completed Tasks

1. Extended sale.order Model ✅

• Added generated_sample_ids Many2many field to track generated samples
• Override action_confirm() to intercept lab order confirmation
• Implemented _generate_lab_samples() main logic
• Implemented _group_analyses_by_sample_type() for intelligent grouping
• Implemented _create_sample_for_group() for sample creation

2. Sample Generation Logic ✅

• Analyses requiring the same sample type are grouped together
• Volumes are summed for all analyses in a group
• Each sample is linked to the originating order
• Error handling with user notifications

3. Enhanced Barcode Generation ✅

• Unique barcode format: YYMMDDNNNNNNC (13 digits)
• Sequential numbering with date prefix
• Luhn check digit for validation
• Collision detection and retry mechanism
• Sample type prefixes for high-volume scenarios

4. Updated Views ✅

• Added "Muestras Generadas" tab in sale.order form
• Embedded list shows barcode, type, volume, and analyses
• Added workflow buttons in the sample list
• List view indicators for lab requests and generated samples

5. Notifications System ✅

• Warning messages for analyses without sample types
• Success messages listing all generated samples
• Error messages if generation fails
• All messages posted to order chatter

6. Verification Script ✅

• Comprehensive testing of automatic generation
• Barcode uniqueness validation
• Analysis grouping verification
• Edge case handling

7. Demo Data ✅

• 4 demo orders showcasing different scenarios
• Multiple analyses with same sample type
• Multiple analyses with different sample types
• Pediatric orders

Key Features

Automatic Grouping

When a lab order contains multiple analyses requiring the same type of sample (e.g., multiple EDTA tube tests), they are automatically grouped into a single sample container.

Volume Calculation

The system automatically sums the required volumes for all analyses in a group, ensuring adequate sample collection.

Barcode Generation

Each sample receives a unique 13-digit barcode with:

• Date prefix for daily sequencing
• Sequential numbering
• Check digit for validation

Error Handling

• Analyses without sample types generate warnings but don't stop the process
• Failed generations are logged with clear error messages
• Orders can still be confirmed even if sample generation fails

Usage

For Users

1. Create a lab order with multiple analyses
2. Confirm the order
3. Samples are automatically generated and visible in the "Muestras Generadas" tab
4. Each sample has a unique barcode ready for printing

For Developers

The implementation is modular and extensible:

• Override _group_analyses_by_sample_type() for custom grouping logic
• Extend _create_sample_for_group() for additional sample attributes
• Barcode format can be customized in _generate_unique_barcode()

Testing

Run the verification script to validate the implementation:

docker cp verify_automatic_sample_generation.py lims_odoo:/tmp/
docker exec lims_odoo python3 /tmp/verify_automatic_sample_generation.py

Next Steps

• Optional: Implement configuration wizard (Task 5)
• Optional: Add barcode printing functionality
• Optional: Add sample label generation
• Optional: Configure grouping rules per analysis type