Aug 5 - Update code to follow up ST - Fix pending items

This commit is contained in:
2026-08-05 12:40:31 -04:00
parent 9bd6b364b7
commit 97c1dec54d
4 changed files with 474 additions and 11 deletions
+49
View File
@@ -644,6 +644,22 @@ def update_inspection(inspection_id):
_sched = _resolve_schedule(_sched_id, user)
if _sched is not None:
inspection.inspection_schedule_id = _sched.id
# phase48 parity with the POST path: a schedule created by
# "Schedule Follow-up" knows which inspection it answers, so a draft
# that only gets its schedule attached here still becomes a properly
# linked re-inspection. Never overrides an explicit parent.
if not inspection.parent_inspection_id and _sched.parent_inspection_id:
inspection.parent_inspection_id = _sched.parent_inspection_id
logger.info('API INSPECTIONS | parent inherited from schedule on '
'PATCH | schedule=%s | parent=%s | user=%s',
_sched.id, _sched.parent_inspection_id, user.username)
# An explicitly supplied parent still wins, and can be set on the draft
# before submit — mirrors the POST handler's field list.
if 'parent_inspection_id' in data:
_pid = data.get('parent_inspection_id')
if isinstance(_pid, int) and db.session.get(Inspection, _pid) is not None:
inspection.parent_inspection_id = _pid
if 'status' in data:
inspection.status = data['status']
@@ -670,8 +686,41 @@ def update_inspection(inspection_id):
if transitioning_to_complete:
_fulfill_schedule(inspection)
# ── Auto-clear follow-up flag on parent ───────────────────────────────
# Mirrors the POST handler. This was previously MISSING here, so an iPad
# that created a follow-up as a draft and submitted it via PATCH left the
# parent flagged forever — the re-inspection happened, but the parent still
# showed "Follow-up Inspection Required" and stayed in every manager's
# outstanding list. phase48 made that a normal path, since a schedule-started
# follow-up is a draft first.
#
# Same commit-ordering rule as the POST handler: log_action() must fire AFTER
# db.session.commit(), because audit.py commits internally and would
# otherwise persist the parent's flag change before this inspection's own
# changes are committed — a partial state if the main commit then failed.
_parent_log_args = None
if transitioning_to_complete and inspection.parent_inspection_id:
parent_insp = db.session.get(Inspection, inspection.parent_inspection_id)
if parent_insp and parent_insp.follow_up_required:
parent_insp.follow_up_required = False
logger.info(
'API INSPECTIONS | follow_up cleared on PATCH | parent_id=%s | '
'by_inspection_id=%s | user=%s',
parent_insp.id, inspection.id, user.username,
)
# Snapshot label strings now — ORM objects may be expired after commit.
_parent_log_args = (
parent_insp.id,
f'{parent_insp.template.name} @ {parent_insp.facility.name}',
f'follow_up_required=False (cleared by re-inspection '
f'#{inspection.id} via mobile API)',
)
db.session.commit()
if _parent_log_args:
log_action(ACTION_UPDATE, 'Inspection', *_parent_log_args)
# Notify when a draft transitions to completed — mirrors the POST handler.
if transitioning_to_complete:
score_val = inspection.overall_score
+38 -9
View File
@@ -340,18 +340,47 @@ def index():
if current_user.role == 'customer':
abort(403)
q = InspectionSchedule.query
if current_user.role == 'inspector':
q = q.filter(InspectionSchedule.inspector_id == current_user.id)
# Two tabs (phase51): Pending = schedules still producing occurrences
# (active); Completed = closed ones — fulfilled one-times, recurring
# schedules past their end date, and manually paused ones. The partition is
# exhaustive and non-overlapping on `active`, so every schedule appears in
# exactly one tab and none can be lost; the in-row Status badge
# (Active / Ended / Paused) disambiguates the closed ones.
#
# Before this the list was a single table sorted active-first, which meant a
# tenant with years of one-time follow-ups buried the handful of live
# schedules an inspector actually needed to act on.
tab = request.args.get('tab', 'pending')
if tab not in ('pending', 'completed'):
tab = 'pending'
base = InspectionSchedule.query
# Inspectors see only their own assignments; managers see everything.
if current_user.role == 'inspector':
base = base.filter(InspectionSchedule.inspector_id == current_user.id)
# Counts are computed on the same scoped query, so the badges match what the
# viewer can actually open.
pending_count = base.filter(InspectionSchedule.active.is_(True)).count()
completed_count = base.filter(InspectionSchedule.active.is_(False)).count()
if tab == 'pending':
schedules = (base.filter(InspectionSchedule.active.is_(True))
.order_by(InspectionSchedule.next_run_at.asc(),
InspectionSchedule.name).all())
else:
# Most recently completed first. A schedule switched off before it ever
# ran has a NULL last_completed_at and sorts last under DESC.
schedules = (base.filter(InspectionSchedule.active.is_(False))
.order_by(InspectionSchedule.last_completed_at.desc(),
InspectionSchedule.next_run_at.desc(),
InspectionSchedule.name).all())
schedules = q.order_by(
InspectionSchedule.active.desc(),
InspectionSchedule.next_run_at.asc(),
InspectionSchedule.name,
).all()
now = now_eastern()
return render_template('inspection_schedules/index.html',
schedules=schedules, now=now, today=now.date())
schedules=schedules, now=now, today=now.date(),
tab=tab, pending_count=pending_count,
completed_count=completed_count)
def _form_choices():
+37 -2
View File
@@ -23,8 +23,27 @@
{% endif %}
</p>
{# Pending / Completed tabs (phase51). The partition is on `active`, so it is
exhaustive — no schedule can fall between the two tabs. #}
<ul class="nav nav-tabs mb-0">
<li class="nav-item">
<a class="nav-link {{ 'active' if tab == 'pending' }}"
href="{{ url_for('inspection_schedules.index', tab='pending') }}">
<i class="bi bi-hourglass-split"></i> Pending
<span class="badge rounded-pill bg-{{ 'primary' if tab == 'pending' else 'secondary' }} ms-1">{{ pending_count }}</span>
</a>
</li>
<li class="nav-item">
<a class="nav-link {{ 'active' if tab == 'completed' }}"
href="{{ url_for('inspection_schedules.index', tab='completed') }}">
<i class="bi bi-check2-circle"></i> Completed
<span class="badge rounded-pill bg-{{ 'primary' if tab == 'completed' else 'secondary' }} ms-1">{{ completed_count }}</span>
</a>
</li>
</ul>
{% if schedules %}
<div class="card shadow-sm">
<div class="card shadow-sm border-top-0 rounded-top-0">
<div class="card-body p-0">
<div class="table-responsive">
<table class="table table-hover mb-0 align-middle">
@@ -155,13 +174,29 @@
</div>
</div>
{% else %}
<div class="card shadow-sm">
<div class="card shadow-sm border-top-0 rounded-top-0">
<div class="card-body text-center py-5 text-muted">
{% if tab == 'completed' %}
<i class="bi bi-check2-circle fs-1 d-block mb-3 opacity-25"></i>
<p class="mb-0">No completed schedules yet.</p>
{% elif completed_count %}
{# Nothing pending but there IS history — offer the other tab rather than
inviting them to create a duplicate of something already closed. #}
<i class="bi bi-calendar-check fs-1 d-block mb-3 opacity-25"></i>
<p class="mb-3">Nothing pending — all schedules are complete.</p>
<a href="{{ url_for('inspection_schedules.index', tab='completed') }}"
class="btn btn-outline-secondary">
<i class="bi bi-check2-circle"></i> View Completed ({{ completed_count }})
</a>
{% else %}
<i class="bi bi-calendar-x fs-1 d-block mb-3 opacity-25"></i>
<p class="mb-3">No inspection schedules configured yet.</p>
{% if current_user.role != 'inspector' %}
<a href="{{ url_for('inspection_schedules.create') }}" class="btn btn-primary">
<i class="bi bi-plus-circle"></i> Create First Schedule
</a>
{% endif %}
{% endif %}
</div>
</div>
{% endif %}
+350
View File
@@ -0,0 +1,350 @@
"""
tests/test_open_items.py
-------------------------
Tests for the two open items closed in this pass.
1. PATCH /api/v1/inspections/<id> now clears the parent's
follow_up_required on the draft completed transition, and inherits
parent_inspection_id from a schedule attached at PATCH time. Previously
only the POST path did either, so an iPad that created a follow-up as a
draft and submitted it via PATCH left the parent flagged forever.
2. The schedule list is split into Pending / Completed tabs, partitioned on
`active` so the split is exhaustive and nothing can be lost between them.
"""
from datetime import timedelta
import pytest
@pytest.fixture
def client(app):
app.config['DIGEST_SECRET'] = 'test-digest'
with app.app_context():
from app import db
from app.models import inspector_assignment # noqa: F401
db.drop_all()
db.create_all()
yield app.test_client()
db.session.remove()
def _today():
from app.utils.time_utils import now_eastern
return now_eastern().date()
def _user(username, role):
from app import db
from app.models.user import User
u = User(username=username, full_name=username.title(), role=role,
email=f'{username}@example.com', active=True)
u.set_password('pw-correct1')
db.session.add(u)
db.session.commit()
return u
def _seed():
from app import db
from app.models.facility import Facility
from app.models.inspection import InspectionTemplate
tmpl = InspectionTemplate(name='Restroom Check', active=True,
form_schema=[{'id': 'f1', 'type': 'rating_5',
'label': 'Clean', 'row': 0, 'col': 0,
'rowSpan': 1, 'colSpan': 1}])
fac = Facility(name='Main Office', active=True)
db.session.add_all([tmpl, fac])
db.session.commit()
return tmpl, fac
def _auth(user):
from app.api.jwt_utils import generate_access_token
return {'Authorization': f'Bearer {generate_access_token(user)}'}
def _completed(tmpl, fac, user, follow_up=True):
from app import db
from app.models.inspection import Inspection
from app.utils.time_utils import now_eastern
i = Inspection(template_id=tmpl.id, facility_id=fac.id, inspector_id=user.id,
inspection_date=now_eastern(), status='completed',
completed_at=now_eastern(), overall_score=60.0,
follow_up_required=follow_up)
db.session.add(i)
db.session.commit()
return i
def _draft(tmpl, fac, user, **kw):
from app import db
from app.models.inspection import Inspection
from app.utils.time_utils import now_eastern
i = Inspection(template_id=tmpl.id, facility_id=fac.id, inspector_id=user.id,
inspection_date=now_eastern(), status='in_progress', **kw)
db.session.add(i)
db.session.commit()
return i
# ── Item 1: PATCH clears the parent's follow-up flag ─────────────────────────
def test_patch_to_completed_clears_the_parents_follow_up(client):
from app import db
from app.models.inspection import Inspection
tmpl, fac = _seed()
user = _user('ivy', 'admin')
parent = _completed(tmpl, fac, user)
draft = _draft(tmpl, fac, user, parent_inspection_id=parent.id)
resp = client.patch(f'/api/v1/inspections/{draft.id}', headers=_auth(user),
json={'status': 'completed', 'form_data': {'f1': 5}})
assert resp.status_code == 200
db.session.expire_all()
assert db.session.get(Inspection, parent.id).follow_up_required is False
def test_patch_inherits_the_parent_from_a_schedule_attached_at_patch_time(client):
"""A draft created before the schedule was known, then linked on submit."""
from app import db
from app.models.inspection import Inspection
from app.models.inspection_schedule import InspectionSchedule
tmpl, fac = _seed()
user = _user('ivy', 'admin')
parent = _completed(tmpl, fac, user)
sched = InspectionSchedule(name='Follow-up', template_id=tmpl.id,
facility_id=fac.id, inspector_id=user.id,
frequency='once', mode='plan', active=True,
parent_inspection_id=parent.id)
db.session.add(sched)
db.session.commit()
draft = _draft(tmpl, fac, user) # no parent yet
resp = client.patch(f'/api/v1/inspections/{draft.id}', headers=_auth(user),
json={'status': 'completed', 'form_data': {'f1': 5},
'scheduled_inspection_id': sched.id})
assert resp.status_code == 200
db.session.expire_all()
assert db.session.get(Inspection, draft.id).parent_inspection_id == parent.id
assert db.session.get(Inspection, parent.id).follow_up_required is False
def test_patch_explicit_parent_wins_over_the_schedule(client):
from app import db
from app.models.inspection import Inspection
from app.models.inspection_schedule import InspectionSchedule
tmpl, fac = _seed()
user = _user('ivy', 'admin')
parent_a = _completed(tmpl, fac, user)
parent_b = _completed(tmpl, fac, user)
sched = InspectionSchedule(name='Follow-up', template_id=tmpl.id,
facility_id=fac.id, inspector_id=user.id,
frequency='once', mode='plan', active=True,
parent_inspection_id=parent_a.id)
db.session.add(sched)
db.session.commit()
draft = _draft(tmpl, fac, user)
client.patch(f'/api/v1/inspections/{draft.id}', headers=_auth(user),
json={'status': 'completed', 'form_data': {'f1': 5},
'scheduled_inspection_id': sched.id,
'parent_inspection_id': parent_b.id})
db.session.expire_all()
assert db.session.get(Inspection, draft.id).parent_inspection_id == parent_b.id
assert db.session.get(Inspection, parent_b.id).follow_up_required is False
# The schedule's own parent must NOT have been touched.
assert db.session.get(Inspection, parent_a.id).follow_up_required is True
def test_patch_that_does_not_complete_leaves_the_flag_alone(client):
"""Only the draft → completed transition clears it."""
from app import db
from app.models.inspection import Inspection
tmpl, fac = _seed()
user = _user('ivy', 'admin')
parent = _completed(tmpl, fac, user)
draft = _draft(tmpl, fac, user, parent_inspection_id=parent.id)
client.patch(f'/api/v1/inspections/{draft.id}', headers=_auth(user),
json={'notes': 'still working on it'})
db.session.expire_all()
assert db.session.get(Inspection, parent.id).follow_up_required is True
def test_patch_on_an_already_completed_inspection_is_not_a_transition(client):
"""A second PATCH must not re-fire the side effects."""
from app import db
from app.models.inspection import Inspection
tmpl, fac = _seed()
user = _user('ivy', 'admin')
parent = _completed(tmpl, fac, user)
draft = _draft(tmpl, fac, user, parent_inspection_id=parent.id)
client.patch(f'/api/v1/inspections/{draft.id}', headers=_auth(user),
json={'status': 'completed', 'form_data': {'f1': 5}})
db.session.expire_all()
# Re-raise the parent's flag, then PATCH the already-completed child again.
p = db.session.get(Inspection, parent.id)
p.follow_up_required = True
db.session.commit()
client.patch(f'/api/v1/inspections/{draft.id}', headers=_auth(user),
json={'status': 'completed'})
db.session.expire_all()
assert db.session.get(Inspection, parent.id).follow_up_required is True
def test_patch_without_a_parent_is_unaffected(client):
"""The ordinary case: no parent link, nothing to clear, no error."""
from app import db
from app.models.inspection import Inspection
tmpl, fac = _seed()
user = _user('ivy', 'admin')
draft = _draft(tmpl, fac, user)
resp = client.patch(f'/api/v1/inspections/{draft.id}', headers=_auth(user),
json={'status': 'completed', 'form_data': {'f1': 5}})
assert resp.status_code == 200
db.session.expire_all()
assert db.session.get(Inspection, draft.id).status == 'completed'
# ── Item 2: Pending / Completed tabs ─────────────────────────────────────────
def _schedule(tmpl, fac, user, name, active=True, **kw):
from app import db
from app.models.inspection_schedule import InspectionSchedule
from app.utils.time_utils import now_eastern
s = InspectionSchedule(name=name, template_id=tmpl.id, facility_id=fac.id,
inspector_id=user.id, frequency='weekly',
mode='plan', active=active,
next_run_at=now_eastern() + timedelta(days=2), **kw)
db.session.add(s)
db.session.commit()
return s
def _login(client, user):
return client.post('/auth/login',
data={'username': user.username, 'password': 'pw-correct1'},
follow_redirects=True)
def test_tabs_partition_schedules_exhaustively(client):
tmpl, fac = _seed()
mgr = _user('mona', 'admin')
_schedule(tmpl, fac, mgr, 'Live one', active=True)
_schedule(tmpl, fac, mgr, 'Closed one', active=False)
_login(client, mgr)
pending = client.get('/inspection-schedules/?tab=pending').get_data(as_text=True)
assert 'Live one' in pending
assert 'Closed one' not in pending
done = client.get('/inspection-schedules/?tab=completed').get_data(as_text=True)
assert 'Closed one' in done
assert 'Live one' not in done
def test_pending_is_the_default_tab(client):
tmpl, fac = _seed()
mgr = _user('mona', 'admin')
_schedule(tmpl, fac, mgr, 'Live one', active=True)
_schedule(tmpl, fac, mgr, 'Closed one', active=False)
_login(client, mgr)
body = client.get('/inspection-schedules/').get_data(as_text=True)
assert 'Live one' in body
assert 'Closed one' not in body
def test_an_unknown_tab_falls_back_to_pending(client):
tmpl, fac = _seed()
mgr = _user('mona', 'admin')
_schedule(tmpl, fac, mgr, 'Live one', active=True)
_login(client, mgr)
resp = client.get('/inspection-schedules/?tab=nonsense')
assert resp.status_code == 200
assert 'Live one' in resp.get_data(as_text=True)
def test_counts_are_scoped_to_what_the_viewer_can_see(client):
"""An inspector's badges must count their own schedules, not everyone's."""
from app import db
from app.models.inspection_schedule import InspectionSchedule
tmpl, fac = _seed()
mgr = _user('mona', 'admin')
mine = _user('ivy', 'inspector')
other = _user('otto', 'inspector')
_schedule(tmpl, fac, mine, 'Mine live', active=True)
_schedule(tmpl, fac, mine, 'Mine closed', active=False)
_schedule(tmpl, fac, other, 'Theirs live', active=True)
_login(client, mine)
body = client.get('/inspection-schedules/?tab=pending').get_data(as_text=True)
assert 'Mine live' in body
assert 'Theirs live' not in body
# Scoped counts: one pending, one completed — not the tenant-wide 2 and 1.
from app.models.user import User
q = InspectionSchedule.query.filter(InspectionSchedule.inspector_id == mine.id)
assert q.filter(InspectionSchedule.active.is_(True)).count() == 1
assert q.filter(InspectionSchedule.active.is_(False)).count() == 1
def test_empty_pending_with_history_points_at_the_completed_tab(client):
"""Inviting someone to 'Create First Schedule' when they have history would
prompt a duplicate of something already closed."""
tmpl, fac = _seed()
mgr = _user('mona', 'admin')
_schedule(tmpl, fac, mgr, 'Closed one', active=False)
_login(client, mgr)
body = client.get('/inspection-schedules/?tab=pending').get_data(as_text=True)
assert 'all schedules are complete' in body.lower()
assert 'Create First Schedule' not in body
def test_truly_empty_state_still_offers_creation(client):
tmpl, fac = _seed()
mgr = _user('mona', 'admin')
_login(client, mgr)
body = client.get('/inspection-schedules/').get_data(as_text=True)
assert 'Create First Schedule' in body
def test_inspector_is_not_offered_schedule_creation(client):
"""Inspectors cannot create schedules — the route is
@project_manager_required, so the empty state must not dangle the button."""
tmpl, fac = _seed()
insp = _user('ivy', 'inspector')
_login(client, insp)
body = client.get('/inspection-schedules/').get_data(as_text=True)
assert 'Create First Schedule' not in body
def test_customers_are_still_barred(client):
tmpl, fac = _seed()
cust = _user('cara', 'customer')
_login(client, cust)
assert client.get('/inspection-schedules/?tab=completed').status_code == 403