Add note as past in attendee detail page

README.md

@@ -92,14 +92,16 @@ https://dbdiagram.io/d/5d5ff66eced98361d6dddc48
 
 ## Todo:
 - [x] make auth group not organization specific, and counselling note check on organization
+- [ ] Past can replace Note, Attendee.progressions and calls/requests, so that any name lists such as status can be easily queried. (membership remains as attendance)
 - [ ] attendee detail page
   - [x] server side process of Attendees list & search page
   - [x] AttendingMeet form of Attendee update page
   - [x] FamilyAttendee datagrid of Attendee update page
   - [x] Personal & family Address of Attendee update page
   - [x] Dynamic contacts of Attendee update page
   - [x] Permission controlled blocks in single attendee update page, i.e. different blocks/user-settings for different groups
-  - [x] Generic models such as Note, Place, Past need to have organization column instead of infos 
+  - [x] Generic models such as Note, Place, Past need to have organization column instead of infos
+  - [x] Add Past as Note
   - [ ] Create new instance of Attendee & attending update page with params with meet
   - [x] Modify Attendee save method to combine/convert names by OpenCC to support searches in different text encoding, and retire db level full_name.
   - [x] implement secret/private relation/past general

attendees/context_processors.py

@@ -14,6 +14,8 @@ def common_variables(request):  # TODO move organization info to view
         auth_groups__in=request.user.groups.all(),
         category='main',
         menuauthgroup__read=True,
+        organization=request.user.organization,  # maybe None
+        is_removed=False,
     ).distinct()
     if request.user.is_authenticated and request.user.organization:
         user_organization = request.user.organization

attendees/persons/admin.py

@@ -43,17 +43,33 @@ class PastAdmin(admin.ModelAdmin):
     # Todo 20210528  combine with NoteAdmin's show_secret
     search_fields = ('id', 'display_name', 'infos')
     readonly_fields = ['id', 'created', 'modified']
-    list_display = ('subject', 'category', 'display_order', 'display_name', 'start')
+    list_display = ('subject', 'category', 'display_order', 'display_name', 'when')
 
     def get_queryset(self, request):
         qs = super().get_queryset(request)
+        counseling_category = Category.objects.get(type='note', display_name=Past.COUNSELING)
+
         if request.resolver_match.func.__name__ == 'changelist_view':
             messages.warning(request, 'Not all, but only those records accessible to you will be listed here.')
         requester_permission = {'infos__show_secret__' + request.user.attendee_uuid_str(): True}
-        return qs.filter(
-            Q(organization=request.user.organization),
-            ( Q(**requester_permission) | Q(infos__show_secret={}) | Q(infos__show_secret__isnull=True) ),
-        )
+
+        if request.user.is_counselor():
+            counselors_permission = {'infos__show_secret__' + Past.ALL_COUNSELORS: True}
+            return qs.filter(
+                Q(organization=request.user.organization),
+                (~Q(category=counseling_category)
+                 |
+                 (Q(category=counseling_category) and (Q(**requester_permission)
+                                                       |
+                                                       Q(**counselors_permission))
+                  )),
+            )
+
+        else:
+            return qs.filter(
+                Q(organization=request.user.organization),
+                ( Q(**requester_permission) | Q(infos__show_secret={}) | Q(infos__show_secret__isnull=True) ),
+            ).exclude(category=counseling_category)
 
 
 class FamilyAdmin(admin.ModelAdmin):
@@ -153,21 +169,23 @@ class NoteAdmin(SummernoteModelAdmin):
 
     def get_queryset(self, request):  # even super user cannot see all in DjangoAdmin
         qs = super().get_queryset(request)
+        counseling_category = Category.objects.get(type='note', display_name=Note.COUNSELING)
+
         if request.resolver_match.func.__name__ == 'changelist_view':
             messages.warning(request, 'Not all, but only those notes accessible to you will be listed here.')
         if request.user.is_counselor():
             requester_permission = {'infos__show_secret__' + request.user.attendee_uuid_str(): True}
             counselors_permission = {'infos__show_secret__' + Note.ALL_COUNSELORS: True}
             return qs.filter(
                 Q(organization=request.user.organization),
-                (~Q(category=Note.COUNSELING)
+                (~Q(category=counseling_category)
                   |
-                (Q(category=Note.COUNSELING) and (Q(**requester_permission)
+                (Q(category=counseling_category) and (Q(**requester_permission)
                                                   |
                                                   Q(**counselors_permission))
                  )),
             )
-        return qs.filter(organization=request.user.organization).exclude(category=Note.COUNSELING)
+        return qs.filter(organization=request.user.organization).exclude(category=counseling_category)
 
 
 class RelationshipAdmin(admin.ModelAdmin):

attendees/persons/migrations/0002_note.py

@@ -23,17 +23,17 @@ class Migration(migrations.Migration):
                 ('created', model_utils.fields.AutoCreatedField(default=django.utils.timezone.now, editable=False, verbose_name='created')),
                 ('modified', model_utils.fields.AutoLastModifiedField(default=django.utils.timezone.now, editable=False, verbose_name='modified')),
                 ('is_removed', models.BooleanField(default=False)),
-                ('content_type', models.ForeignKey(on_delete=models.SET(0), to='contenttypes.ContentType')),
-                ('display_order', models.SmallIntegerField(blank=False, default=0, null=False)),
                 ('organization', models.ForeignKey(on_delete=models.SET(0), to='whereabouts.Organization')),
+                ('category', models.ForeignKey(help_text="subtype: for note it's public/counseling sub-types etc", on_delete=models.SET(0), to='persons.Category')),
+                ('display_order', models.SmallIntegerField(blank=False, default=0, null=False)),
+                ('content_type', models.ForeignKey(on_delete=models.SET(0), to='contenttypes.ContentType')),
                 ('object_id', models.CharField(max_length=36)),
-                ('category', models.CharField(default='normal', help_text='normal, for-address, etc', max_length=20, blank=False, null=False, db_index=True)),
                 ('body', models.TextField()),
                 ('infos', JSONField(blank=True, default=Utility.relationship_infos, help_text='Example: {"owner": "John"}. Please keep {} here even no data', null=True)),
             ],
             options={
                 'db_table': 'persons_notes',
-                'ordering': ('organization', 'content_type', 'display_order', '-modified',),
+                'ordering': ('organization', 'category', 'content_type', 'object_id', 'display_order', '-modified',),
             },
         ),
         migrations.AddIndex(

attendees/persons/migrations/0003_past.py

@@ -17,7 +17,6 @@ class Migration(migrations.Migration):
     dependencies = [
         ('persons', '0002_note'),
     ]
-
     operations = [
         migrations.CreateModel(
             name='Past',
@@ -26,19 +25,19 @@ class Migration(migrations.Migration):
                 ('created', model_utils.fields.AutoCreatedField(default=django.utils.timezone.now, editable=False, verbose_name='created')),
                 ('modified', model_utils.fields.AutoLastModifiedField(default=django.utils.timezone.now, editable=False, verbose_name='modified')),
                 ('is_removed', models.BooleanField(default=False)),
-                ('content_type', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, to='contenttypes.ContentType')),
-                ('object_id', models.CharField(max_length=36)),
+                ('organization', models.ForeignKey(on_delete=models.SET(0), to='whereabouts.Organization')),
                 ('category', models.ForeignKey(help_text="subtype: for education it's primary/high/college sub-types etc", on_delete=models.SET(0), to='persons.Category')),
                 ('display_order', models.SmallIntegerField(db_index=True, default=30000)),
-                ('organization', models.ForeignKey(on_delete=models.SET(0), to='whereabouts.Organization')),
-                ('start', models.DateTimeField(blank=True, default=attendees.persons.models.utility.Utility.now_with_timezone, null=True)),
+                ('content_type', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, to='contenttypes.ContentType')),
+                ('object_id', models.CharField(max_length=36)),
+                ('when', models.DateTimeField(blank=True, default=attendees.persons.models.utility.Utility.now_with_timezone, null=True)),
                 ('finish', models.DateTimeField(blank=True, null=True)),
                 ('display_name', models.CharField(blank=True, max_length=50, null=True)),
                 ('infos', django.contrib.postgres.fields.jsonb.JSONField(blank=True, default=attendees.persons.models.utility.Utility.relationship_infos, help_text='Example: {"show_secret": {"attendee1id": true, "attendee2id": false}}. Please keep {} here even no data', null=True)),
             ],
             options={
                 'db_table': 'persons_pasts',
-                'ordering': ('organization', 'category__type', 'display_order', 'category__display_order', 'start'),
+                'ordering': ('organization', 'category__type', 'display_order', 'category__display_order', 'when'),
             },
             bases=(models.Model, attendees.persons.models.utility.Utility),
         ),
@@ -47,3 +46,4 @@ class Migration(migrations.Migration):
             index=django.contrib.postgres.indexes.GinIndex(fields=['infos'], name='past_infos_gin'),
         ),
     ]
+

attendees/persons/migrations/0007_relationship_m2m.py

@@ -26,8 +26,8 @@ class Migration(migrations.Migration):
                 ('scheduler', models.BooleanField('to_attendee is the scheduler?', default=False, null=False, blank=False, help_text="[from_attendee decide:] to_attendee can view/change the schedules of the from_attendee?")),
                 ('from_attendee', models.ForeignKey(on_delete=models.CASCADE, related_name='from_attendee', to='persons.Attendee')),
                 ('to_attendee', models.ForeignKey(on_delete=models.CASCADE, related_name='to_attendee', to='persons.Attendee')),
-                ('start', models.DateField(blank=True, null=True)),
-                ('finish', models.DateTimeField(null=False, blank=False, default=Utility.forever, help_text='The relation will be ended at when')),
+                ('start', models.DateTimeField(blank=True, null=True)),
+                ('finish', models.DateTimeField(null=True, blank=True, help_text='The relation will be ended at when')),
                 ('in_family', models.ForeignKey(blank=True, null=True, on_delete=models.SET_NULL, related_name='in_family', to='persons.Family')),
                 ('infos', JSONField(blank=True, null=True, default=Utility.relationship_infos, help_text='Example: {"show_secret": {"attendee1id": true, "attendee2id": false}}. Please keep {} here even no data')),
             ],

attendees/persons/models/note.py

@@ -15,7 +15,7 @@ class Note(UUIDModel, TimeStampedModel, SoftDeletableModel):
     content_type = models.ForeignKey(ContentType, on_delete=models.SET(0))
     object_id = models.CharField(max_length=36)
     content_object = GenericForeignKey('content_type', 'object_id')
-    category = models.CharField(max_length=20, default='normal', blank=False, null=False, db_index=True, help_text="normal, for-address, etc")
+    category = models.ForeignKey('persons.Category', null=False, blank=False, on_delete=models.SET(0), help_text="subtype: for note it's public/counseling sub-types etc")
     organization = models.ForeignKey('whereabouts.Organization', null=False, blank=False, on_delete=models.SET(0))
     display_order = models.SmallIntegerField(default=0, blank=False, null=False)
     body = models.TextField()
@@ -26,7 +26,7 @@ def __str__(self):
 
     class Meta:
         db_table = 'persons_notes'
-        ordering = ('organization', 'content_type', 'display_order', '-modified',)
+        ordering = ('organization', 'category', 'content_type', 'object_id', 'display_order', '-modified',)
         indexes = [
             GinIndex(fields=['infos'], name='note_infos_gin', ),
         ]

attendees/persons/models/past.py

@@ -4,16 +4,17 @@
 from django.contrib.postgres.fields.jsonb import JSONField
 from django.contrib.postgres.indexes import GinIndex
 from model_utils.models import TimeStampedModel, SoftDeletableModel, UUIDModel
-from private_storage.fields import PrivateFileField
-from . import Utility, Note
+from . import Utility#, Note
 
 
 class Past(UUIDModel, TimeStampedModel, SoftDeletableModel, Utility):
-    notes = GenericRelation(Note)
+    COUNSELING = 'counseling'  # for private data, and only assigned counselors
+    ALL_COUNSELORS = 'all_counselors_'  # for private data, but accessible to all counselors
+    #notes = GenericRelation(Note)
     content_type = models.ForeignKey(ContentType, on_delete=models.CASCADE, null=False, blank=False)
     object_id = models.CharField(max_length=36, null=False, blank=False)
     subject = GenericForeignKey('content_type', 'object_id')
-    start = models.DateTimeField(null=True, blank=True, default=Utility.now_with_timezone)
+    when = models.DateTimeField(null=True, blank=True, default=Utility.now_with_timezone)
     finish = models.DateTimeField(null=True, blank=True)
     category = models.ForeignKey('persons.Category', null=False, blank=False, on_delete=models.SET(0), help_text="subtype: for education it's primary/high/college sub-types etc")
     display_order = models.SmallIntegerField(default=30000, blank=False, null=False, db_index=True)
@@ -23,7 +24,7 @@ class Past(UUIDModel, TimeStampedModel, SoftDeletableModel, Utility):
 
     class Meta:
         db_table = 'persons_pasts'
-        ordering = ('organization', 'category__type', 'display_order', 'category__display_order', 'start')
+        ordering = ('organization', 'category__type', 'display_order', 'category__display_order', 'when')
         indexes = [
             GinIndex(fields=['infos'], name='past_infos_gin', ),
         ]

attendees/persons/models/relationship.py

@@ -14,8 +14,8 @@ class Relationship(UUIDModel, TimeStampedModel, SoftDeletableModel, Utility):
     emergency_contact = models.BooleanField('to_attendee is the emergency contact?', null=False, blank=False, default=False, help_text="[from_attendee decide:] Notify to_attendee of from_attendee's emergency?")
     scheduler = models.BooleanField('to_attendee is the scheduler?', null=False, blank=False, default=False, help_text="[from_attendee decide:] to_attendee can view/change the schedules of the from_attendee?")
     in_family = models.ForeignKey('persons.Family', null=True, blank=True, on_delete=models.SET_NULL, related_name="in_family")
-    start = models.DateField(null=True, blank=True)
-    finish = models.DateTimeField(blank=False, null=False, default=Utility.forever, help_text="The relation will be ended at when")
+    start = models.DateTimeField(null=True, blank=True)
+    finish = models.DateTimeField(blank=True, null=True, help_text="The relation will be ended at when")
     infos = JSONField(null=True, blank=True, default=Utility.relationship_infos, help_text='Example: {"show_secret": {"attendee1id": true, "attendee2id": false}}. Please keep {} here even no data')  # compare to NoteAdmin
 
     class Meta:

attendees/persons/models/utility.py

@@ -50,7 +50,7 @@ def attendee_infos():
 
     @staticmethod
     def relationship_infos():
-        return {"show_secret": {}, "comment": None}
+        return {"show_secret": {}, "comment": None, "body": None}
 
     @staticmethod
     def forever():  # 1923 years from now

attendees/persons/serializers/past_serializer.py

@@ -6,5 +6,5 @@ class PastSerializer(serializers.ModelSerializer):
 
     class Meta:  # It is critical not to have organization in the fields, to let perform_create set it
         model = Past
-        fields = ('id', 'display_name', 'category', 'start', 'finish', 'infos', 'content_type', 'object_id')
+        fields = ('id', 'display_name', 'category', 'when', 'finish', 'infos', 'content_type', 'object_id')