bemade-addons/bemade_sports_clinic/notes/TODO.md

Sports Clinic Module - TODO List

High Priority

Player Management

• Review permission checks in patient.remove_from_team()
  • Ensure proper access controls are in place for player removal
  • Consider adding more granular permissions for different user roles
  • Refactored to use cron jobs for permission-sensitive operations
  • Fixed test cases for player removal workflow

Injury Tracking

• Add parental consent field to injuries

  • Verified existing field: parental_consent = fields.Selection([('yes', 'Yes'), ('no', 'No'), ('na', 'Not Applicable')])
  • Confirmed French Canadian (fr_CA) translations are in place for all UI elements
  • Verified field is properly displayed in injury forms and lists
  • Added field to the therapist portal UI for injury creation
  • Updated portal controller to handle the parental consent field

• Fix configuration issues

  • Fix injury update chatter links pointing to example.com before going live

• Improve notification system

  • Find a way to improve notifications sent about tracking injury details

Medium Priority

Team Staff Management

• Review and refactor _update_treatment_professional_group
  • Refactored into smaller, more maintainable methods
  • Improved code documentation and clarity
  • Verified functionality with existing tests
  • Removed unnecessary web_responsive dependency

Testing Strategy

Email Configuration

• Fix email configuration in tests
  • test_treatment_prof_can_remove_player_from_team is currently disabled due to email configuration issues
  • Need to properly configure test environment to handle email sending
  • Consider using mail.trap or similar for test emails
  • Re-enable test after configuration is fixed

Unit Tests

• Player Management

  • Test player removal workflow
    • Coach-initiated removal requests
    • Treatment professional approval flow
    • Permission enforcement
    • Pending removal flag behavior
    • Archiving of players with no teams
  • Parental consent field functionality
  • Match and practice availability tracking

• Injury Tracking

  • Enhanced notification system
  • Progress tracking and resolution monitoring
  • Internal vs external notes functionality
  • Treatment professional assignments

• Data Protection

  • GDPR and Quebec Law 25 compliance features
  • Data anonymization functionality
  • Configurable retention periods
  • Audit logging verification
  • Manual anonymization wizard

Integration Tests

• Portal Features

  • Field therapist portal access
  • Coach portal functionality
  • Injury reporting through portal
  • Player status updates

• Security

  • Field-level security validations
  • Permission escalation prevention
  • Audit trail verification

End-to-End Tests

• Complete injury workflow (report → treatment → resolution)
• Player removal workflow
• Data export/anonymization process

Performance Tests

• Large dataset handling
• Concurrent user access
• Report generation with extensive data

Portal Requirements

Therapist Portal

Player Management

• Player CRUD Operations
  • Add new players to the system
  • Remove players from teams
  • Update player information (name, contact details, etc.)
  • Manage player team assignments

Injury Management

• Injury Tracking
  • Add new injuries
  • Modify existing injury details
  • Update injury status and progress
  • Add treatment notes and updates
  • Upload and manage injury-related documents

Patient Information

• Patient Profile Management
  • Edit visible patient information
  • Update emergency contacts
  • Manage patient medical history
  • Track and update insurance information

Task Management

• Mail Activities (To-Dos)
  • Create new activities for patients/injuries
  • Assign activities to internal users
  • Assign activities to portal users with appropriate access
  • Track activity status and completion
  • Set due dates and priorities
  • Add activity notes and updates

Data Privacy & Compliance

Data Retention & Anonymization

• Implement scheduled data anonymization
  • Create a scheduled action to automatically anonymize personal data after a configurable retention period
  • Add configuration settings for retention periods (default: 7 years for medical records, 2 years for non-medical data)
  • Ensure compliance with GDPR and Quebec's Law 25 (Loi 25)
  • Add logging of all anonymization actions for audit purposes
  • Create a manual anonymization wizard for one-off requests
  • Add data export functionality for records before anonymization

Future Enhancements

Player Management

• Add bulk operations for player management
• Add more detailed player status tracking

Reporting

• Add reports for player injuries and team health status
• Create dashboard for treatment professionals

Back Burner (Postponed)

Injury Tracking

• Improve injury notification system
  • Review and enhance how injury tracking notifications are sent
  • Consider adding more detailed tracking information

Notes

• Keep this file updated as new TODOs are identified
• Reference relevant issue numbers when available
• Delete or check off items as they are completed

MC's notes

• Change action button colors to Fit Crew color scheme (instead of the weird turquoise)
• Confirm followers added correctly when therapist adds player to team
• Remove Team from injury detail (including from model - was not there before)
• Fix treatment professional selection in injury detail
• Add patient address add/edit to coach/therapist portal

DD & MD notes on how to move forward

• Calendar integration - add calendar events linked to tasks so that tasks block out therapist time (only really required for Steph, so can wait a bit)
• Project/product setup for billing:
  • Create products for FEE-SIDELINE and FEE-TRANSPORT
  • Config FEE-SIDELINE to create Project on confirmation
  • Config FEE-TRANSPORT to create NOTHING on confirmation
  • Set up SO per client cost center
    • Put a FEE-SIDELINE product on the SO
    • Put a FEE-TRANSPORT product on the SO
    • Confirm SO then configure resulting Project (consider a project template to load on the FEE-SIDELINE)
• Portal user timesheet module (project_subcontractor_portal)
  • Create portal user add timesheet modal
  • Allow portal user to be selected as assignee on project tasks
  • (optional?) Link portal users to Employee records? Probably required for timesheets to work
• Project task link to event (to block out calendar time re Appointments)
• Sanitize code for production readiness
  • Remove debug code
  • Remove debug logging (convert _logger.info to _logger.debug)
  • Remove debug print statements
  • Remove debug comments
  • Remove debug TODOs
  • Remove debug print statements
  • Re-establish no-update on security rules and anywhere else we temporarily removed it for debugging, if required
  • Check status of MAIL_ACTIVITY_PORTAL_ACCESS.md and PORTAL_ACCESS_LIMITATIONS.md as well as test suite status (i.e. still have commented out tests?) + update notes at top of mail_activity_portal_rules.xml
• Sanity checks on functionality
  • Check if tracking needs to be re-enabled on any notes fields (or convert the fields to not be html)
  • Check if portal patient creation functionality actually accessible
  • Check all translations present into french
  • Check injury.document categories
  • Bypass unverified stage for patient.injury when declared by a treatment professional
• Migration
  • Get medsportsuroit db dump loaded into psql on fitcrew server
  • Create module in bemade-tools
    • See verajet/odoo migration module for example
    • Use direct psql connection to suck out data and map as required
    • Use Command.create() when required to create records with sub-records
    • Set an environment (launch.json) up for testing the migration
  • Staging
    • Don't bother. Just run the whole migration on localhost (neutralizing the fit crew db each time) and test on LAN.
  • Live migration
    • Get a backup of the prod db
    • Stop the server
    • Run the migration locally
    • Restore it back into the fitcrew server
    • Cross fingers (while retesting)