Aug 17 - Update bulk actions for inspection/issue list

This commit is contained in:
2026-08-17 14:48:20 -04:00
parent 5486145a24
commit 1de15a925b
14 changed files with 801 additions and 48 deletions
+234 -22
View File
@@ -15,7 +15,7 @@ from app.models.project import Project
from app.models.issue import Issue
from app.models.user import User
from app.utils.forms import StartInspectionForm, IssueForm
from app.utils.decorators import supervisor_required
from app.utils.decorators import supervisor_required, return_url
from app.utils.pdf_export import generate_inspection_pdf, generate_inspections_list_pdf
from app.utils.notifications import notify, notify_customers_for_facility, notify_by_matrix
from app.models.notification import (
@@ -477,7 +477,7 @@ def execute(inspection_id):
return redirect(url_for('inspections.index'))
if inspection.status == 'completed':
return redirect(url_for('inspections.view', inspection_id=inspection_id))
return redirect(_view_url(inspection_id))
template = inspection.template
form_fields = template.get_form_schema()
@@ -600,7 +600,7 @@ def execute(inspection_id):
f'status=completed; score={score}')
flash('Inspection submitted successfully!', 'success')
return redirect(url_for('inspections.view', inspection_id=inspection_id))
return redirect(_view_url(inspection_id))
else:
_save_draft(inspection, responses)
@@ -1220,6 +1220,231 @@ def export_pdf(inspection_id):
# ── Flag / clear follow-up required ──────────────────────────────────────────
def _view_url(inspection_id):
"""inspections.view URL that carries the list `next` through.
Actions posted from the detail page redirect back to that same page;
re-attaching `next` is what keeps its Back button (and the next action)
pointed at the filtered list the user arrived from.
"""
nxt = request.form.get('next') or request.args.get('next')
if nxt:
return url_for('inspections.view', inspection_id=inspection_id, next=nxt)
return url_for('inspections.view', inspection_id=inspection_id)
def _collect_inspection_photos(inspection):
"""Relative storage keys owned by an inspection, for cleanup after delete.
Two sources: image field values inside the submitted form data (stored as
`uploads/...` strings in the notes JSON), and the primary photo of each
issue flagged during the inspection. Shared by the single and bulk delete
paths so they cannot drift — a miss here leaves orphaned files in storage
forever, and it is invisible.
"""
paths = []
if inspection.notes:
try:
notes_data = json.loads(inspection.notes)
form_data = notes_data.get('_form_data', {}) if isinstance(notes_data, dict) else {}
for val in form_data.values():
if isinstance(val, str) and val.startswith('uploads/'):
paths.append(val)
except (json.JSONDecodeError, TypeError):
pass
for issue in inspection.issues.all():
if issue.photo_path:
paths.append(issue.photo_path)
return paths
# ── Bulk actions from the inspections list ───────────────────────────────────
@bp.route('/bulk', methods=['POST'])
@login_required
def bulk_action():
"""Apply one action to every ticked inspection on the list page.
Partial-failure policy: act on every eligible row, skip the rest, and
report exact counts. Permission is checked per ACTION (all are
admin/director level except the PDF export, which anyone who can see the
list may run); `skipped` therefore means "this row was not in a state the
action applies to".
"""
back = return_url(url_for('inspections.index'))
action = request.form.get('action', '')
ids = request.form.getlist('inspection_ids', type=int)
if not ids:
flash('No inspections selected.', 'warning')
return redirect(back)
supervisor = current_user.role in ('admin', 'director')
allowed = {
'export': True, # read-only, already scoped below
'delete': supervisor,
'flag_followup': supervisor,
'clear_followup': supervisor,
}
if action not in allowed:
flash('Unknown bulk action.', 'danger')
return redirect(back)
if not allowed[action]:
flash('You do not have permission for that bulk action.', 'danger')
return redirect(back)
q = Inspection.query.options(
joinedload(Inspection.facility),
joinedload(Inspection.template),
joinedload(Inspection.inspector),
).filter(Inspection.id.in_(ids))
# Re-apply the viewer's facility scope to the SELECTED ids. The list page
# only ever shows in-scope rows, but the id list arrives in the POST body
# and must not be trusted — a crafted request could otherwise name any
# inspection in the system.
if current_user.is_inspector:
fids = get_inspector_scope(current_user) or []
q = q.filter(Inspection.facility_id.in_(fids)) if fids else q.filter(False)
elif current_user.role == 'customer':
fids = get_customer_scope(current_user) or []
q = q.filter(Inspection.facility_id.in_(fids)) if fids else q.filter(False)
inspections = q.order_by(Inspection.inspection_date.desc()).all()
out_of_scope = len(ids) - len(inspections)
changed = 0
skipped = out_of_scope
# ── Export selected to PDF ───────────────────────────────────────────
if action == 'export':
if not inspections:
flash('None of the selected inspections are available to you.', 'warning')
return redirect(back)
from flask import Response
pdf = generate_inspections_list_pdf(
inspections,
f'Selected inspections ({len(inspections)})',
)
log_action(ACTION_EXPORT, 'Inspection', None, 'bulk PDF export',
f'ids={[i.id for i in inspections]}')
return Response(
pdf,
mimetype='application/pdf',
headers={'Content-Disposition':
'attachment; filename="selected_inspections.pdf"'},
)
# ── Delete ───────────────────────────────────────────────────────────
if action == 'delete':
from app.utils import storage
photo_paths = []
for insp in inspections:
photo_paths.extend(_collect_inspection_photos(insp))
log_action(ACTION_DELETE, 'Inspection', insp.id,
f'{insp.template.name if insp.template else ""} @ '
f'{insp.facility.name if insp.facility else ""}',
f'bulk deleted by {current_user.username}')
db.session.delete(insp)
changed += 1
db.session.commit()
# Files only after the rows are gone — an orphaned file is recoverable,
# a deleted file belonging to a surviving row is not.
for rel_path in photo_paths:
storage.delete(rel_path)
_flash_bulk(changed, skipped, 'permanently deleted')
# ── Request follow-up ────────────────────────────────────────────────
elif action == 'flag_followup':
note = request.form.get('follow_up_note', '').strip() or None
for insp in inspections:
# Same two guards as the single-inspection route: nothing to follow
# up on before submission, and a repeat request must not overwrite
# the pending one's note or attribution.
if insp.status != 'completed' or insp.follow_up_required:
skipped += 1
continue
insp.follow_up_required = True
insp.follow_up_note = note
insp.follow_up_requested_by = current_user.id
insp.follow_up_requested_at = now_eastern()
changed += 1
db.session.commit()
for insp in inspections:
if insp.follow_up_requested_by != current_user.id or not insp.follow_up_required:
continue
body = (f'{current_user.display_name} has requested a follow-up '
f're-inspection of "{insp.template.name if insp.template else ""}" '
f'at {insp.facility.name if insp.facility else ""}.'
+ (f' Note: {note}' if note else ''))
inspector = db.session.get(User, insp.inspector_id)
if inspector and inspector.id != current_user.id:
notify(
recipient = inspector,
title = f'Follow-Up Required: Inspection #{insp.id}',
body = body,
link = url_for('inspections.view', inspection_id=insp.id),
inspection_id = insp.id,
event_type = EVENT_INSPECTION_DONE,
send_email = True,
)
# Through the matrix, not straight to managers — rule 73, so
# per-contract recipients fire here exactly as they do for a
# single request.
notify_by_matrix(
event_type = EVENT_FOLLOWUP_REQUESTED,
title = f'Follow-Up Requested: Inspection #{insp.id}',
body = body,
link = url_for('inspections.view', inspection_id=insp.id),
inspection_id = insp.id,
facility_id = insp.facility_id,
exclude_user_ids = {current_user.id,
inspector.id if inspector else None} - {None},
)
log_action(ACTION_UPDATE, 'Inspection', insp.id,
f'{insp.template.name if insp.template else ""}',
f'bulk follow_up_required=True by {current_user.username}')
db.session.commit() # notify() does not commit — rule 70
_flash_bulk(changed, skipped, 'flagged for follow-up',
skip_reason='not submitted, or already flagged')
# ── Clear follow-up ──────────────────────────────────────────────────
elif action == 'clear_followup':
for insp in inspections:
if not insp.follow_up_required:
skipped += 1
continue
insp.follow_up_required = False
insp.follow_up_note = None
insp.follow_up_requested_by = None
insp.follow_up_requested_at = None
changed += 1
log_action(ACTION_UPDATE, 'Inspection', insp.id,
f'{insp.template.name if insp.template else ""}',
f'bulk follow_up cleared by {current_user.username}')
db.session.commit()
_flash_bulk(changed, skipped, 'cleared of the follow-up flag',
skip_reason='not flagged')
current_app.logger.info(
'INSPECTIONS | bulk | action=%s user=%s selected=%s changed=%s skipped=%s',
action, current_user.username, len(ids), changed, skipped,
)
return redirect(back)
def _flash_bulk(changed, skipped, verb, skip_reason='no change needed'):
"""One consistent result message for every bulk action."""
if not changed and not skipped:
flash('Nothing to do.', 'info')
return
parts = [f'{changed} inspection{"s" if changed != 1 else ""} {verb}']
if skipped:
parts.append(f'{skipped} skipped ({skip_reason})')
flash('. '.join(parts) + '.', 'success' if changed else 'warning')
@bp.route('/<int:inspection_id>/flag-followup', methods=['POST'])
@login_required
def flag_followup(inspection_id):
@@ -1245,12 +1470,12 @@ def flag_followup(inspection_id):
# Nothing to follow up on until the inspection has been submitted.
if inspection.status != 'completed':
flash('You can only request a follow-up on a completed inspection.', 'warning')
return redirect(url_for('inspections.view', inspection_id=inspection_id))
return redirect(_view_url(inspection_id))
# Don't let a repeat request overwrite the note/attribution of a pending
# one — the flag is already raised and staff are already on it.
if inspection.follow_up_required:
flash('A follow-up has already been requested for this inspection.', 'info')
return redirect(url_for('inspections.view', inspection_id=inspection_id))
return redirect(_view_url(inspection_id))
elif current_user.role not in ('admin', 'director'):
abort(403)
@@ -1312,7 +1537,7 @@ def flag_followup(inspection_id):
flash('Follow-up re-inspection requested. The team has been notified.', 'success')
else:
flash('Follow-up inspection required flag set.', 'warning')
return redirect(url_for('inspections.view', inspection_id=inspection_id))
return redirect(_view_url(inspection_id))
@bp.route('/<int:inspection_id>/clear-followup', methods=['POST'])
@@ -1332,7 +1557,7 @@ def clear_followup(inspection_id):
f'{inspection.template.name} @ {inspection.facility.name}',
'follow_up_required=False (cleared)')
flash('Follow-up flag cleared.', 'success')
return redirect(url_for('inspections.view', inspection_id=inspection_id))
return redirect(_view_url(inspection_id))
# ── Start a re-inspection (linked to parent) ──────────────────────────────────
@@ -1378,20 +1603,7 @@ def delete(inspection_id):
template_name = inspection.template.name
inspector_name = inspection.inspector.username
photo_paths = []
if inspection.notes:
try:
notes_data = json.loads(inspection.notes)
form_data = notes_data.get('_form_data', {}) if isinstance(notes_data, dict) else {}
for val in form_data.values():
if isinstance(val, str) and val.startswith('uploads/'):
photo_paths.append(val)
except (json.JSONDecodeError, TypeError):
pass
for issue in inspection.issues.all():
if issue.photo_path:
photo_paths.append(issue.photo_path)
photo_paths = _collect_inspection_photos(inspection)
db.session.delete(inspection)
db.session.commit()
@@ -1418,4 +1630,4 @@ def delete(inspection_id):
f'has been permanently deleted.',
'success'
)
return redirect(url_for('inspections.index'))
return redirect(return_url(url_for('inspections.index')))
+201 -13
View File
@@ -15,7 +15,8 @@ from app.models.notification import (
EVENT_CUSTOMER_ISSUE_UPDATED,
)
from app.utils.forms import IssueForm, IssueUpdateForm
from app.utils.decorators import supervisor_required, issue_manager_required
from app.utils.decorators import (supervisor_required, issue_manager_required,
return_url)
from app.utils.notifications import notify, notify_customers_for_facility, notify_by_matrix
from app.utils.audit import log_action, ACTION_CREATE, ACTION_UPDATE, ACTION_DELETE, ACTION_EXPORT
from app.utils.pdf_export import generate_issues_list_pdf
@@ -430,7 +431,7 @@ def view(issue_id):
comment_body = request.form.get('update_notes', '').strip()
if not comment_body:
flash('Comment cannot be empty.', 'warning')
return redirect(url_for('issues.view', issue_id=issue_id))
return redirect(_view_url(issue_id))
comment = IssueComment(
issue_id=issue.id,
user_id=current_user.id,
@@ -444,7 +445,7 @@ def view(issue_id):
f'#{issue.id}',
'customer comment added')
flash('Comment posted.', 'success')
return redirect(url_for('issues.view', issue_id=issue_id))
return redirect(_view_url(issue_id))
form = IssueUpdateForm(obj=issue)
staff = User.query.filter(User.role.in_(['director', 'inspector', 'external_inspector', 'auditor'])).order_by(User.username).all()
@@ -685,7 +686,7 @@ def view(issue_id):
f'#{issue.id} in {issue.area.name if issue.area else issue.resolved_facility.name if issue.resolved_facility else ''}',
f'status={issue.status}; handler={issue.handler_type}; assigned_to={issue.assigned_to}')
flash('Issue updated.', 'success')
return redirect(url_for('issues.view', issue_id=issue_id))
return redirect(_view_url(issue_id))
is_following = issue.is_followed_by(current_user)
@@ -728,7 +729,7 @@ def follow(issue_id):
flash('You are now following this issue and will receive notifications for any updates.', 'success')
else:
flash('You are already following this issue.', 'info')
return redirect(url_for('issues.view', issue_id=issue_id))
return redirect(_view_url(issue_id))
# ── Unfollow ──────────────────────────────────────────────────────────────────
@@ -878,7 +879,7 @@ def create():
)
db.session.commit()
flash('Issue created.', 'success')
return redirect(url_for('issues.index'))
return redirect(return_url(url_for('issues.index')))
return render_template('issues/form.html', form=form, title='Log New Issue',
projects=projects, selected_project_id=selected_project_id)
@@ -897,7 +898,7 @@ def verify(issue_id):
if issue.status not in ('resolved', 'pending_verification'):
flash('Only resolved or pending-verification issues can be verified.', 'warning')
return redirect(url_for('issues.view', issue_id=issue_id))
return redirect(_view_url(issue_id))
note = request.form.get('verification_note', '').strip() or None
@@ -917,7 +918,21 @@ def verify(issue_id):
f'#{issue_id} in {issue.area.name if issue.area else issue.resolved_facility.name if issue.resolved_facility else ''}',
f'verified_by={current_user.username}')
flash(f'Issue #{issue_id} verified and closed.', 'success')
return redirect(url_for('issues.view', issue_id=issue_id))
return redirect(_view_url(issue_id))
def _view_url(issue_id):
"""issues.view URL that carries the list `next` through.
An update posted from the detail page redirects back to that same detail
page; without re-attaching `next`, the Back button would lose the filters
the user arrived with and the next action from this page would too. Only
added when there is something to carry, so ordinary links stay clean.
"""
nxt = request.form.get('next') or request.args.get('next')
if nxt:
return url_for('issues.view', issue_id=issue_id, next=nxt)
return url_for('issues.view', issue_id=issue_id)
@bp.route('/bulk-verify', methods=['POST'])
@@ -952,7 +967,180 @@ def bulk_verify():
f'bulk_verified_by={current_user.username}')
flash(f'{verified_count} issue{"s" if verified_count != 1 else ""} verified and closed.', 'success')
return redirect(url_for('issues.verification_queue'))
# Reachable from BOTH the verification queue and the issues list, so honour
# the caller's `next` and fall back to the queue as before.
return redirect(return_url(url_for('issues.verification_queue')))
# ── Bulk actions from the issues list ────────────────────────────────────────
#: Statuses a bulk status change may set, and what an issue must already be in
#: for the change to mean anything. Moving an issue to the state it is already
#: in is a no-op, so it counts as skipped rather than changed.
_BULK_STATUSES = ('open', 'in_progress', 'resolved', 'pending_verification')
@bp.route('/bulk', methods=['POST'])
@login_required
def bulk_action():
"""Apply one action to every ticked issue on the list page.
Partial-failure policy (matches bulk_verify): act on every eligible row,
skip the rest, and report exact counts never silently drop rows, and
never let one ineligible row block the batch.
Permission is checked per ACTION here rather than per row: all four actions
are manager-level, and the roles that hold them have org-wide issue access,
so there is no per-row scope question to answer. `skipped` therefore only
ever means "this row was not in a state the action applies to".
"""
back = return_url(url_for('issues.index'))
action = request.form.get('action', '')
ids = request.form.getlist('issue_ids', type=int)
if not ids:
flash('No issues selected.', 'warning')
return redirect(back)
manager = current_user.role in ('admin', 'director', 'auditor')
deleter = current_user.role in ('admin', 'director')
allowed = {
'assign': manager,
'status': manager,
'verify': manager,
'delete': deleter,
}
if action not in allowed:
flash('Unknown bulk action.', 'danger')
return redirect(back)
if not allowed[action]:
flash('You do not have permission for that bulk action.', 'danger')
return redirect(back)
issues = [i for i in (db.session.get(Issue, i_id) for i_id in ids) if i is not None]
missing = len(ids) - len(issues)
changed = 0
skipped = missing
# ── Assign ───────────────────────────────────────────────────────────
if action == 'assign':
raw = request.form.get('assigned_to', '')
user = None
if raw and raw != '0':
user = db.session.get(User, int(raw)) if raw.isdigit() else None
if user is None:
flash('That user no longer exists.', 'danger')
return redirect(back)
for issue in issues:
if issue.assigned_to == (user.id if user else None):
skipped += 1
continue
issue.assigned_to = user.id if user else None
changed += 1
db.session.commit()
for issue in issues:
if issue.assigned_to == (user.id if user else None) and user:
notify(
recipient = user,
title = f'Issue #{issue.id} assigned to you',
body = (f'{issue.severity.title()}-severity issue at '
f'{issue.resolved_facility.name if issue.resolved_facility else ""}: '
f'{issue.description[:120]}'),
link = url_for('issues.view', issue_id=issue.id),
issue_id = issue.id,
event_type = EVENT_ISSUE_ASSIGNED,
send_email = True,
)
db.session.commit() # notify() does not commit — rule 70
label = user.display_name if user else 'Unassigned'
log_action(ACTION_UPDATE, 'Issue', None, f'bulk assign → {label}',
f'ids={[i.id for i in issues]}; changed={changed}')
_flash_bulk(changed, skipped, f'assigned to {label}')
# ── Status ───────────────────────────────────────────────────────────
elif action == 'status':
new_status = request.form.get('status', '')
if new_status not in _BULK_STATUSES:
flash('Please choose a status to set.', 'warning')
return redirect(back)
for issue in issues:
if issue.status == new_status:
skipped += 1
continue
old = issue.status
issue.status = new_status
# Keep resolved_at consistent with the status, the same way the
# single-issue update does — a resolved issue with no resolved_at
# breaks the SLA compliance report and the aging buckets.
if new_status == 'resolved' and not issue.resolved_at:
issue.resolved_at = now_eastern()
elif new_status in ('open', 'in_progress'):
issue.resolved_at = None
changed += 1
log_action(ACTION_UPDATE, 'Issue', issue.id, f'#{issue.id}',
f'bulk status {old}{new_status} by {current_user.username}')
db.session.commit()
_flash_bulk(changed, skipped,
f'set to {new_status.replace("_", " ").title()}')
# ── Verify & close ───────────────────────────────────────────────────
elif action == 'verify':
for issue in issues:
if issue.status not in ('resolved', 'pending_verification'):
skipped += 1
continue
issue.status = 'resolved'
issue.verified_by = current_user.id
issue.verified_at = now_eastern()
if not issue.resolved_at:
issue.resolved_at = now_eastern()
changed += 1
log_action(ACTION_UPDATE, 'Issue', issue.id, f'#{issue.id}',
f'bulk_verified_by={current_user.username}')
db.session.commit()
_flash_bulk(changed, skipped, 'verified and closed',
skip_reason='not awaiting verification')
# ── Delete ───────────────────────────────────────────────────────────
elif action == 'delete':
from app.utils import storage
photo_paths = []
for issue in issues:
if issue.photo_path:
photo_paths.append(issue.photo_path)
for lst in (issue.mobile_photo_paths, issue.result_photos):
if lst:
photo_paths.extend(lst)
log_action(ACTION_DELETE, 'Issue', issue.id, f'#{issue.id}',
f'bulk deleted by {current_user.username}')
db.session.delete(issue)
changed += 1
db.session.commit()
# Files go only after the rows are safely gone — a failure here leaves
# an orphaned file, which is recoverable; the reverse is not.
for rel_path in photo_paths:
storage.delete(rel_path)
_flash_bulk(changed, skipped, 'permanently deleted')
logger.info('ISSUES | bulk | action=%s user=%s selected=%s changed=%s skipped=%s',
action, current_user.username, len(ids), changed, skipped)
return redirect(back)
def _flash_bulk(changed, skipped, verb, skip_reason='no change needed'):
"""One consistent result message for every bulk action."""
if not changed and not skipped:
flash('Nothing to do.', 'info')
return
parts = [f'{changed} issue{"s" if changed != 1 else ""} {verb}']
if skipped:
parts.append(f'{skipped} skipped ({skip_reason})')
flash('. '.join(parts) + '.', 'success' if changed else 'warning')
@bp.route('/<int:issue_id>/request-verification', methods=['POST'])
@@ -974,11 +1162,11 @@ def request_verification(issue_id):
)
if not can_act:
flash('Access denied.', 'danger')
return redirect(url_for('issues.view', issue_id=issue_id))
return redirect(_view_url(issue_id))
if issue.status not in ('in_progress',):
flash('Issue must be in progress to request verification.', 'warning')
return redirect(url_for('issues.view', issue_id=issue_id))
return redirect(_view_url(issue_id))
issue.status = 'pending_verification'
db.session.commit()
@@ -1006,7 +1194,7 @@ def request_verification(issue_id):
)
db.session.commit()
flash('Issue marked as pending verification. Supervisors have been notified.', 'info')
return redirect(url_for('issues.view', issue_id=issue_id))
return redirect(_view_url(issue_id))
# ── Verification queue ────────────────────────────────────────────────────────
@@ -1099,7 +1287,7 @@ def delete(issue_id):
f'facility={facility_name}; description={issue_desc}')
flash(f'Issue #{issue_id_snap} has been permanently deleted.', 'success')
return redirect(url_for('issues.index'))
return redirect(return_url(url_for('issues.index')))
# ── Quick-assign (AJAX) ───────────────────────────────────────────────────────