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Add backend validation for insurance fields in patient registration #2589

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areebahmeddd
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@areebahmeddd areebahmeddd commented Nov 9, 2024

Proposed Changes

  • Added backend validation for insurer_name, insurer_id, member_id, and policy_id fields in the patient registration form.

Associated Issue

Architecture changes

  • No architecture changes.

Merge Checklist

  • Tests added/fixed
  • Linting Complete
  • Update docs in docs
  • Any other necessary step

@ohcnetwork/care-backend-maintainers @ohcnetwork/care-backend-admins

Summary by CodeRabbit

  • New Features

    • Introduced a new PatientRegistration feature with mandatory fields for insurance details (member ID, policy ID, insurer ID, and insurer name).
    • Enhanced patient detail management with new validation rules and additional fields.
  • Bug Fixes

    • Improved validation logic in existing serializers to ensure data integrity during patient registration and updates.

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coderabbitai bot commented Nov 9, 2024

📝 Walkthrough

Walkthrough

The changes introduce a new PatientRegistrationSerializer class with required fields for insurance details and validation methods. Existing serializers like PatientDetailSerializer and PatientTransferSerializer have been updated to accommodate these new fields and include enhanced validation logic. Additionally, the PatientRegistration model has been modified to include new mandatory fields: member_id, policy_id, insurer_id, and insurer_name, ensuring that these details are captured during patient registration.

Changes

File Path Change Summary
care/facility/api/serializers/patient.py Added PatientRegistrationSerializer class with validation methods for insurance fields. Updated PatientDetailSerializer and PatientTransferSerializer to handle new fields and validation. Modified create and update methods in relevant serializers.
care/facility/models/patient.py Added new mandatory fields: member_id, policy_id, insurer_id, and insurer_name to PatientRegistration model.

Assessment against linked issues

Objective Addressed Explanation
Add validation for insurance input fields in registration form (#2507)

🎉 In the world of care, a new serializer's born,
With fields for insurance, no detail's shorn.
Validation's the key, to keep data neat,
In patient registration, we can't accept defeat!
So here's to the changes, fresh and bright,
Ensuring our patients receive the right light! 🌟


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@areebahmeddd areebahmeddd deleted the feature/add-insurance-validation branch November 9, 2024 22:22
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Actionable comments posted: 2

🧹 Outside diff range and nitpick comments (4)
care/facility/models/patient.py (2)

197-200: Consider adding field-level validation and documentation for insurance fields.

The new insurance fields look good, but they could benefit from some enhancements:

Consider applying these improvements:

-    member_id = models.CharField(max_length=255, blank=False, null=False)
-    policy_id = models.CharField(max_length=255, blank=False, null=False)
-    insurer_id = models.CharField(max_length=255, blank=False, null=False)
-    insurer_name = models.CharField(max_length=255, blank=False, null=False)
+    member_id = models.CharField(
+        max_length=255,
+        blank=False,
+        null=False,
+        help_text="Insurance member identification number",
+        validators=[RegexValidator(r'^[A-Za-z0-9-]+$', 'Only alphanumeric characters and hyphens are allowed.')],
+    )
+    policy_id = models.CharField(
+        max_length=255,
+        blank=False,
+        null=False,
+        help_text="Insurance policy number",
+        validators=[RegexValidator(r'^[A-Za-z0-9-]+$', 'Only alphanumeric characters and hyphens are allowed.')],
+    )
+    insurer_id = models.CharField(
+        max_length=255,
+        blank=False,
+        null=False,
+        help_text="Unique identifier for the insurance provider",
+        validators=[RegexValidator(r'^[A-Za-z0-9-]+$', 'Only alphanumeric characters and hyphens are allowed.')],
+    )
+    insurer_name = models.CharField(
+        max_length=255,
+        blank=False,
+        null=False,
+        help_text="Name of the insurance provider",
+        validators=[RegexValidator(r'^[A-Za-z\s]+$', 'Only alphabetic characters and spaces are allowed.')],
+    )

197-200: Consider adding database indexes for frequently queried fields.

Since these insurance fields are likely to be frequently queried (especially member_id and policy_id), adding indexes would improve query performance.

Consider adding database indexes:

-    member_id = models.CharField(max_length=255, blank=False, null=False)
-    policy_id = models.CharField(max_length=255, blank=False, null=False)
+    member_id = models.CharField(max_length=255, blank=False, null=False, db_index=True)
+    policy_id = models.CharField(max_length=255, blank=False, null=False, db_index=True)
care/facility/api/serializers/patient.py (2)

58-58: Consistency in string quotations would improve code uniformity.

At line 58, replacing single quotes with double quotes for the fields attribute could enhance consistency with the rest of the codebase.

🧰 Tools
🪛 Ruff

58-58: Single quotes found but double quotes preferred

Replace single quotes with double quotes

(Q000)


62-62: Consider assigning exception messages to variables.

Assigning the error messages to variables before raising exceptions can improve readability and make future modifications more manageable.

Apply this diff to implement the changes:

 def validate_member_id(self, value):
     if not value:
-        raise serializers.ValidationError("Member ID is required.")
+        error_message = "Member ID is required."
+        raise serializers.ValidationError(error_message)
     return value

 def validate_policy_id(self, value):
     if not value:
-        raise serializers.ValidationError("Policy ID is required.")
+        error_message = "Policy ID is required."
+        raise serializers.ValidationError(error_message)
     return value

 def validate_insurer_id(self, value):
     if not value:
-        raise serializers.ValidationError("Insurer ID is required.")
+        error_message = "Insurer ID is required."
+        raise serializers.ValidationError(error_message)
     return value

 def validate_insurer_name(self, value):
     if not value:
-        raise serializers.ValidationError("Insurer name is required.")
+        error_message = "Insurer name is required."
+        raise serializers.ValidationError(error_message)
     return value

Also applies to: 67-67, 72-72, 77-77

🧰 Tools
🪛 Ruff

62-62: Exception must not use a string literal, assign to variable first

Assign to variable; remove string literal

(EM101)

📜 Review details

Configuration used: CodeRabbit UI
Review profile: CHILL

📥 Commits

Reviewing files that changed from the base of the PR and between d6d069e and 2355b51.

📒 Files selected for processing (2)
  • care/facility/api/serializers/patient.py (1 hunks)
  • care/facility/models/patient.py (1 hunks)
🧰 Additional context used
🪛 Ruff
care/facility/api/serializers/patient.py

58-58: Single quotes found but double quotes preferred

Replace single quotes with double quotes

(Q000)


62-62: Exception must not use a string literal, assign to variable first

Assign to variable; remove string literal

(EM101)


67-67: Exception must not use a string literal, assign to variable first

Assign to variable; remove string literal

(EM101)


72-72: Exception must not use a string literal, assign to variable first

Assign to variable; remove string literal

(EM101)


77-77: Exception must not use a string literal, assign to variable first

Assign to variable; remove string literal

(EM101)

🔇 Additional comments (1)
care/facility/models/patient.py (1)

197-200: Verify the maximum length requirement for insurance fields.

The current max_length of 255 characters seems... generous for insurance-related fields. Most insurance IDs and policy numbers are significantly shorter.

Let's check if there are any existing insurance-related fields in the codebase that might give us a clue about the typical length:

Comment on lines +197 to +200
member_id = models.CharField(max_length=255, blank=False, null=False)
policy_id = models.CharField(max_length=255, blank=False, null=False)
insurer_id = models.CharField(max_length=255, blank=False, null=False)
insurer_name = models.CharField(max_length=255, blank=False, null=False)
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🛠️ Refactor suggestion

Consider using choices for insurer_name field.

Since insurance providers are typically a finite set of companies, it might be more appropriate to use choices.

Consider adding an enum for insurance providers:

+    class InsurerEnum(enum.Enum):
+        AETNA = "Aetna"
+        CIGNA = "Cigna"
+        UNITED = "UnitedHealthcare"
+        ANTHEM = "Anthem"
+        HUMANA = "Humana"
+        OTHER = "Other"
+
+    InsurerChoices = [(e.value, e.name) for e in InsurerEnum]
+
-    insurer_name = models.CharField(max_length=255, blank=False, null=False)
+    insurer_name = models.CharField(
+        max_length=255,
+        blank=False,
+        null=False,
+        choices=InsurerChoices,
+        help_text="Name of the insurance provider"
+    )

This would help standardize the insurer names and make it easier to work with the data later.

Committable suggestion skipped: line range outside the PR's diff.

Comment on lines +50 to +79
class PatientRegistrationSerializer(serializers.ModelSerializer):
member_id = serializers.CharField(required=True)
policy_id = serializers.CharField(required=True)
insurer_id = serializers.CharField(required=True)
insurer_name = serializers.CharField(required=True)

class Meta:
model = PatientRegistration
fields = '__all__'

def validate_member_id(self, value):
if not value:
raise serializers.ValidationError("Member ID is required.")
return value

def validate_policy_id(self, value):
if not value:
raise serializers.ValidationError("Policy ID is required.")
return value

def validate_insurer_id(self, value):
if not value:
raise serializers.ValidationError("Insurer ID is required.")
return value

def validate_insurer_name(self, value):
if not value:
raise serializers.ValidationError("Insurer name is required.")
return value

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🛠️ Refactor suggestion

Refactor redundant validation methods for efficiency.

The validation methods for member_id, policy_id, insurer_id, and insurer_name are similar. Overriding the validate method to handle all required fields could reduce code duplication.

Apply this diff to refactor the validations:

 class PatientRegistrationSerializer(serializers.ModelSerializer):
     member_id = serializers.CharField(required=True)
     policy_id = serializers.CharField(required=True)
     insurer_id = serializers.CharField(required=True)
     insurer_name = serializers.CharField(required=True)

     class Meta:
         model = PatientRegistration
         fields = "__all__"

-    def validate_member_id(self, value):
-        error_message = "Member ID is required."
-        if not value:
-            raise serializers.ValidationError(error_message)
-        return value
-
-    def validate_policy_id(self, value):
-        error_message = "Policy ID is required."
-        if not value:
-            raise serializers.ValidationError(error_message)
-        return value
-
-    def validate_insurer_id(self, value):
-        error_message = "Insurer ID is required."
-        if not value:
-            raise serializers.ValidationError(error_message)
-        return value
-
-    def validate_insurer_name(self, value):
-        error_message = "Insurer name is required."
-        if not value:
-            raise serializers.ValidationError(error_message)
-        return value
+    def validate(self, data):
+        required_fields = ['member_id', 'policy_id', 'insurer_id', 'insurer_name']
+        for field in required_fields:
+            if not data.get(field):
+                error_message = f"{field.replace('_', ' ').title()} is required."
+                raise serializers.ValidationError({field: error_message})
+        return data
📝 Committable suggestion

‼️ IMPORTANT
Carefully review the code before committing. Ensure that it accurately replaces the highlighted code, contains no missing lines, and has no issues with indentation. Thoroughly test & benchmark the code to ensure it meets the requirements.

Suggested change
class PatientRegistrationSerializer(serializers.ModelSerializer):
member_id = serializers.CharField(required=True)
policy_id = serializers.CharField(required=True)
insurer_id = serializers.CharField(required=True)
insurer_name = serializers.CharField(required=True)
class Meta:
model = PatientRegistration
fields = '__all__'
def validate_member_id(self, value):
if not value:
raise serializers.ValidationError("Member ID is required.")
return value
def validate_policy_id(self, value):
if not value:
raise serializers.ValidationError("Policy ID is required.")
return value
def validate_insurer_id(self, value):
if not value:
raise serializers.ValidationError("Insurer ID is required.")
return value
def validate_insurer_name(self, value):
if not value:
raise serializers.ValidationError("Insurer name is required.")
return value
class PatientRegistrationSerializer(serializers.ModelSerializer):
member_id = serializers.CharField(required=True)
policy_id = serializers.CharField(required=True)
insurer_id = serializers.CharField(required=True)
insurer_name = serializers.CharField(required=True)
class Meta:
model = PatientRegistration
fields = "__all__"
def validate(self, data):
required_fields = ['member_id', 'policy_id', 'insurer_id', 'insurer_name']
for field in required_fields:
if not data.get(field):
error_message = f"{field.replace('_', ' ').title()} is required."
raise serializers.ValidationError({field: error_message})
return data
🧰 Tools
🪛 Ruff

58-58: Single quotes found but double quotes preferred

Replace single quotes with double quotes

(Q000)


62-62: Exception must not use a string literal, assign to variable first

Assign to variable; remove string literal

(EM101)


67-67: Exception must not use a string literal, assign to variable first

Assign to variable; remove string literal

(EM101)


72-72: Exception must not use a string literal, assign to variable first

Assign to variable; remove string literal

(EM101)


77-77: Exception must not use a string literal, assign to variable first

Assign to variable; remove string literal

(EM101)

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Add Validation for Insurance input fields in patient registration form
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