clinical_laboratory/documents/ISSUE44_IMPLEMENTATION.md

Issue #44 Implementation Summary

Overview

This document summarizes the implementation of Issue #44: Adding relationships between analyses and sample types in the LIMS module.

Changes Implemented

1. Model Updates

ProductTemplate (lims_management/models/product.py)

• Added required_sample_type_id (Many2one): Links analysis to required sample type
• Added sample_volume_ml (Float): Specifies required sample volume in ml
• Added validation constraints to ensure fields are only used for analysis products

StockLot (lims_management/models/stock_lot.py)

• Added sample_type_product_id (Many2one): References the sample type product
• Kept container_type field for backward compatibility (marked as legacy)
• Added @api.onchange method to synchronize both fields
• Added get_container_name() method to retrieve container name from either field

2. View Updates

Product Views (lims_management/views/analysis_views.xml)

• Added sample type fields to analysis configuration page
• Created list views showing test-sample relationships
• Added is_sample_type field to product form

Stock Lot Views (lims_management/views/stock_lot_views.xml)

• Added sample_type_product_id to both list and form views
• Made container_type optional and conditionally visible
• Proper readonly states based on workflow

3. Data Files

Initial Data (lims_management/data/sample_types.xml)

Created 10 common laboratory sample types:

• Serum Tube (Red Cap)
• EDTA Tube (Purple Cap)
• Citrate Tube (Blue Cap)
• Heparin Tube (Green Cap)
• Glucose Tube (Gray Cap)
• Urine Container
• Stool Container
• Swab
• Blood Culture Bottle
• CSF Tube

Demo Data Updates

• Updated all demo analyses with sample type requirements and volumes
• Updated demo samples to use the new sample_type_product_id field
• Added complete test-sample mappings

4. Verification Tools

Created verify_sample_relationships.py script that checks:

• Analyses with proper sample type assignments
• Available sample types and their usage
• Laboratory samples field synchronization
• Data integrity and consistency

Usage

For Developers

1. When creating a new analysis product:

   • Set is_analysis = True
   • Select the appropriate required_sample_type_id
   • Specify sample_volume_ml if needed

2. When creating a laboratory sample (stock.lot):

   • Use sample_type_product_id to select the sample type
   • The legacy container_type field will auto-synchronize

For Users

1. Analysis products now show their required sample type
2. When viewing samples, the sample type is clearly displayed
3. The system maintains backward compatibility with existing data

Benefits

1. Automation Ready: Foundation for automatic sample generation (Issue #32)
2. Data Integrity: Clear relationships between tests and samples
3. User Clarity: Users know exactly which container to use for each test
4. Grouping Capability: Can group analyses requiring the same sample type
5. Backward Compatible: Existing data continues to work

Testing

Run the verification script to check implementation:

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

Next Steps

With this foundation in place, Issue #32 (automatic sample generation) can now be implemented by:

1. Reading the required_sample_type_id from ordered analyses
2. Grouping analyses by sample type
3. Creating appropriate stock.lot records with correct sample_type_product_id