Metadata-Version: 2.1
Name: edc-identifier
Version: 0.3.13
Summary: Manage participant and other identifiers in the clinicedc/edc projects
Home-page: https://github.com/clinicedc/edc-identifier
Author: Erik van Widenfelt
Author-email: ew2789@gmail.com
License: GPL license, see LICENSE
Keywords: django Edc participant identifier,clinicedc,clinical trials
Classifier: Environment :: Web Environment
Classifier: Framework :: Django
Classifier: Framework :: Django :: 3.2
Classifier: Intended Audience :: Developers
Classifier: Intended Audience :: Science/Research
Classifier: Operating System :: OS Independent
Classifier: Programming Language :: Python :: 3.8
Classifier: Programming Language :: Python :: 3.9
Classifier: License :: OSI Approved :: GNU General Public License v3 (GPLv3)
Requires-Python: >=3.9
Description-Content-Type: text/x-rst
License-File: LICENSE
License-File: AUTHORS

|pypi| |actions| |coverage|

edc-identifier
--------------

Add research subject identifiers and other useful identifiers to your project

Installation
------------

Add to settings:

.. code-block:: python

    INSTALLED_APPS = [
        ...
        'edc_identifier.apps.AppConfig',
        ...
    ]

Identifiers for research subjects
---------------------------------

Create subject identifiers.

.. code-block:: python

    from edc_identifier.subject_identifier import SubjectIdentifier

    subject_identifier = SubjectIdentifier(
        subject_type_name='subject',
        model='edc_example.enrollment',
        protocol='000',
        device_id='99',
        study_site='40')
    >>> subject_identifier.identifier
    '000-40990001-6'


Maternal and Infant Identifiers
-------------------------------

See also, ``edc_pregnancy`` model mixins ``DeliveryMixin``, ``BirthMixin``.

For example:

.. code-block:: python

    from edc_identifier.maternal_identifier import MaternalIdentifier

    maternal_identifier = MaternalIdentifier(
        subject_type_name='maternal',
        model='edc_example.enrollment',
        study_site='40',
        last_name='Carter')

    >>> maternal_identifier.identifier
    '000-40990001-6'

Add infants

.. code-block:: python

    >>> maternal_identifier.deliver(2, model='edc_example.maternallabdel')
    >>> [infant.identifier for infant in maternal_identifier.infants]
    ['000-40990001-6-25', '000-40990001-6-26']

``maternal_identifier.infants`` is a list of ``InfantIdentifier`` instances

Reload class:

.. code-block:: python

    >>> maternal_identifier = MaternalIdentifier(identifier='000-40990001-6')
    >>> maternal_identifier.identifier
    '000-40990001-6'
    >>> [infant.identifier for infant in maternal_identifier.infants]
    ['000-40990001-6-25', '000-40990001-6-26']

Only allocate an identifier to one infant of twins:

.. code-block:: python

    >>> maternal_identifier.deliver(2, model='edc_example.maternallabdel', birth_orders='2')
    >>> [infant.identifier for infant in maternal_identifier.infants]
    [None, '000-40990001-6-26']

Of triplets, allocate identifiers to the 2nd and 3rd infants only:

.. code-block:: python

    >>> maternal_identifier.deliver(3, model='edc_example.maternallabdel', birth_orders='2,3')
    >>> [infant.identifier for infant in maternal_identifier.infants]
    [None, '000-40990001-6-37', '000-40990001-6-38']


Research subject identifier classes can create a Registered Subject instance

See also ``edc_registration``

``SubjectIdentifier`` by default does not create a ``RegisteredSubject`` instance unless ``create_registration=True``.

By default, ``MaternalIdentifier`` and ``InfantIdentifier`` create ``RegisteredSubject`` instances that can be updated with full details later with the Delivery and Birth models. Continuing from above:

.. code-block:: python

    maternal_identifier = MaternalIdentifier(identifier='000-40990001-6')
    maternal_identifier.deliver(1, model='edc_example.maternallabdel', create_registration=True)

    # mother
    >>> RegisteredSubject.objects.get(subject_identifier='000-40990001-6')
    <RegisteredSubject '000-40990001-6'>

    # infant is linked to the mother
    >>> RegisteredSubject.objects.get(linked_identifier='000-40990001-6')
    <RegisteredSubject '000-40990001-6-10'>

    # infant
    >>> obj = RegisteredSubject.objects.get(subject_identifier='000-40990001-6-10')
    >>> obj.first_name
    'Baby1Carter'  ## generates a temp name until Birth form is added with complete information.
    >>> obj.relative_identifier
    '000-40990001-6'


Subject type "Caps" are enforced by the research subject identifier classes

See also ``edc_protocol``

Limits on the number of identifiers that can be allocated per subject type are enforced when identifiers are created. ``edc_identifier`` reads the "caps" from ``edc_protocol.apps.AppConfig`` linking the subject type, e.g. ``subject``, or ``maternal`` or ``infant``, to the relevant cap and not allowing the number of allocated identifiers to exceed the cap.

(Subject type "Caps" still working? needs to be verified)

Numeric Identifiers
-------------------

The numeric identifier uses a check-digit and may have a separator if specified.

.. code-block:: python

	from edc_identifier import NumericIdentifier

	class MyIdentifier(NumericIdentifier):
		pass

	>>> id = MyIdentifier(None)
	>>> id
	MyIdentifier('00000000018')
	>>> next(id)
	'00000000026'
	>>> next(id)
	'00000000034'


	# add a separator
	class MyIdentifier(NumericIdentifier):
    	identifier_pattern = r'^[0-9]{4}\-[0-9]{4}\-[0-9]{4}$'
    	checkdigit_pattern = r'^\-[0-9]{1}$'
    	separator = '-'
    	seed = ['3200-0000-0000']

	>>> id = MyIdentifier(None)
	>>> id
	MyIdentifier('3200-0000-0001-1')
	>>> next(id)
	'3200-0000-0002-9'
	>>> next(id)
	'3200-0000-0003-7'

	# start from the last identifier, increment is immediate and automatic
	>>> id = MyIdentifier('3200-0000-3222-0')
	>>> id
	MyIdentifier('3200-0000-3223-8')


Alphanumeric Identifiers
------------------------

.. code-block:: python

	from edc_identifier import AlphanumericIdentifier

	class MyIdentifier(AlphanumericIdentifier):
		alpha_pattern = r'^[A-Z]{3}$'
		numeric_pattern = r'^[0-9]{4}$'
		seed = ['AAA', '0000']

	>>> id = MyIdentifier(None)
	>>> id
	MyIdentifier('AAA00015')

Your identifier will starts with 'AAA0001' plus the checkdigit "5". Subsequent calls to next increment like this:

.. code-block:: python

	>>> print(next(id))
	AAA00023
	>>> print(next(id))
	AAA00031
	>>> print(next(id))
	AAA00049


The identifier increments on the numeric sequence then the alpha:

.. code-block:: python

	>>> id = MyIdentifier('AAA99991)
	>>> id
	MyIdentifier('AAB00013')

	>>> next(id)
	'AAB00021'
	>>> next(id)
	'AAB00039'
	>>> next(id)
	'AAB00047'

	>>> id = MyIdentifier('AAB99999')
	>>> id
	MyIdentifier('AAC00010')
	...

See ``getresults-receive`` for sample usage with ``settings`` and a ``History`` model.

Short Identifiers
-----------------

Creates a small identifier that is almost unique, for example, across 25 Edc devices in a community. We use these as sample requisition identifiers that are transcribed manually onto a tube from the Edc screen in a household. Once the sample is received at the local lab it is allocated a laboratory-wide unique specimen identifier.

.. code-block:: python

    from edc_identifier import ShortIdentifier

    >>> ShortIdentifier()
    ShortIdentifier('46ZZ2')

Add a static prefix -- ``prefix(2) + identifier(5)``:

.. code-block:: python

	from edc_identifier import ShortIdentifier

	class MyIdentifier(ShortIdentifier):
    	prefix_pattern = r'^[0-9]{2}$'

    >>> options = {'prefix': 22}
    >>> id = MyIdentifier(options=options)
	>>> id
	MyIdentifier('22UYMBT')
	>>> next(id)
	'22KM84G'

Add a checkdigit -- ``prefix(2) + identifier(5) + checkdigit(1)``:

.. code-block:: python

	from edc_identifier import ShortIdentifier

	class MyIdentifier(ShortIdentifier):
    	prefix_pattern = r'^[0-9]{2}$'
    	checkdigit_pattern = r'^[0-9]{1}$'

    >>> options = {'prefix': 22}
    >>> id = MyIdentifier(options=options)
	>>> id
	MyIdentifier('223GF8A3')
	>>> next(id)
	'22DXVW23'

We use this in edc-quota to get a confirmation code:

.. code-block:: python

	from edc_identifier import ShortIdentifier

	class ConfirmationCode(ShortIdentifier):

	    identifier_type = 'confirmation'
	    prefix_pattern = ''

	>>> code = ConfirmationCode()
	>>> print(code)
	CAT33
	>>> next(code)
	3FU7D

Add more to the prefix, such as device code and community code.

.. code-block:: python

	from edc_identifier.short_identifier import ShortIdentifier

	class RequisitionIdentifier(ShortIdentifier):

		identifier_type = 'requisition'
		prefix_pattern = r'^[0-9]{4}$'
		template = '{device_id}{community_id}{random_string}'

		@property
		def options(self):
			if 'prefix' not in self._options:
				self._options.update(
					{'prefix': str(self._options.get('device_id')) + str(self._options.get('community_id'))})
			return self._options

    >>> options = {'device_id': 22, 'community_id': '12'}
    >>> id = RequisitionIdentifier(options=options)
	>>> id
	RequisitionIdentifier('22126MZXD')
	>>> next(id)
	'2212Y899C'

... if you prefer not to use the ``IdentifierHistory`` model, for example, if you are filling in a model field on ``save()``:

.. code-block:: python

	from my_app.models import Requisition

	class RequisitionIdentifier(ShortIdentifier):

	    identifier_type = 'requisition'
	    requisition_model = Requisition

	    def is_duplicate(self, identifier):
	        try:
	            self.requisition_model.get(requisition_identifier=identifier)
	            return True
	        except self.requisition_model.DoesNotExist:
	            pass
	        return False

		def update_history(self):
			pass


Batch Identifier
----------------

To have an identifier prefixed by the current date stamp:


.. code-block:: python

	from edc_identifier.batch_identifier import BatchIdentifier

	>>> datetime.today().strftime('%Y%m%d)
	20150817
	>>> id = BatchIdentifier()
	>>> id
	BatchIdentifier('201508170001')
	>>> next(id)
	'201508170002'


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