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Lock a timepoint from further editing once data is cleaned and reviewed in clinicedc/edc projects

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Lock a “timepoint” from further editing once data is cleaned and reviewed.

With module edc_timepoint a data manager or supervisor is able to flag a model instance, that represents a timepoint, as closed to further edit. A good candidate for a “timepoint” model is one that is used to cover other data collection, such as an edc_appointment.Appointment. When the appointment status is set to something like ‘complete’ the timepoint status is set to closed and no further edits are allowed for data covered by that appointment.

Configuring the Timepoint Model

Select a model that represent a timepoint. The model should at least have a datetime field and a status field. For example Appointment:

class Appointment(TimepointModelMixin, BaseUuidModel):

    appt_datetime = models.DateTimeField(
        verbose_name='Appointment date and time')

    appt_status = models.CharField(

The TimepointModelMixin adds fields and methods prefixed as timepoint_<something>. There is also a signal that is loaded in the AppConfig.ready that resets the timepoint attributes should Appointment.appt_status change from DONE.

Only field timepoint_status is meant to be edited by the user. The other timepoint_<something> are managed automatically.

In your projects subclass edc_timepoint.apps.AppConfig and declare Appointment as a timepoint model by creating a Timepoint instance and appending it to AppConfig.timepoints:

from django.apps import AppConfig as DjangoAppConfig

from edc_timepoint.apps import AppConfig as EdcTimepointAppConfigParent
from edc_timepoint.timepoint import Timepoint

class AppConfig(DjangoAppConfig):
    name = 'example'

class EdcTimepointAppConfig(EdcTimepointAppConfigParent):
    timepoints = TimepointCollection(

The user updates the Appointment normally closing it when the appointment is done. Then a data manager or supervisor can close the Appointment to further edit once the data has been reviewed.

To close the Appointment to further edit the code needs to call the timepoint_close_timepoint method:

appointment = Appointment.objects.create(**options)
appointment.appt_status = 'DONE'

If the appointment.appt_status is not DONE when timepoint_close_timepoint is called, a TimepointError is raised.

If the appointment is successfully closed to further edit, any attempts to call will raise a TimepointError.

The Appointment may be re-opened for edit by calling method timepoint_open_timepoint.

Configuring others to use the Timepoint Model

Continuing with the example above where Appointment is the timepoint model.

To prevent further edits to models related to Appointment, configure the model with the TimepointLookupModelMixin and the TimepointLookup class. These models will refer to the timepoint model on save.

For example:

class VisitTimepointLookup(TimepointLookup):
    timepoint_related_model_lookup = 'appointment'

class VisitModel(TimepointLookupModelMixin, BaseUuidModel):

    timepoint_lookup_cls = VisitTimepointLookup

    appointment = models.ForeignKey(Appointment)

    report_datetime = models.DateTimeField(

If the timepoint model’s timepoint_status is closed, any attempt to create or modify VisitModel will raise a TimepointClosed exception.

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