clinical_laboratory/documents/ISSUE44_IMPLEMENTATION.md
Luis Ernesto Portillo Zaldivar f833595e4c feat(#44): Add verification script and complete documentation
- Created verify_sample_relationships.py script to validate implementation
- Updated ISSUE44_PLAN.md marking completed tasks
- Created ISSUE44_IMPLEMENTATION.md with complete summary
- Script verifies:
  - Analyses have sample type assignments
  - Sample types are properly configured
  - Stock.lot samples use new fields correctly
  - Field synchronization works properly

All tasks for Issue #44 completed successfully.

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
2025-07-14 21:09:34 -06:00

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# 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:
```bash
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`