Add DOB to client

dear_petition/petition/api/serializers.py

@@ -7,6 +7,7 @@
 from dear_petition.petition.models import (
     CIPRSRecord,
     Contact,
+    Client,
     Batch,
     Offense,
     OffenseRecord,
@@ -139,6 +140,7 @@ class Meta:
             "zipcode",
             "user",
             "county",
+            "dob",
         ]
 
 class ClientSerializer(ContactSerializer):
@@ -147,6 +149,24 @@ class ClientSerializer(ContactSerializer):
     state = serializers.CharField(required=True)
     zipcode = serializers.CharField(required=True)
     user = serializers.PrimaryKeyRelatedField(read_only=True)
+    dob = serializers.DateField(required=False)
+
+    class Meta:
+        model = Client
+        fields = [
+            "pk",
+            "name",
+            "category",
+            "address1",
+            "address2",
+            "formatted_address",
+            "city",
+            "state",
+            "zipcode",
+            "user",
+            "county",
+            "dob",
+        ]
 
 
 class GeneratePetitionSerializer(serializers.Serializer):
@@ -288,7 +308,7 @@ class BatchSerializer(serializers.ModelSerializer):
     petitions = PetitionSerializer(many=True, read_only=True)
     generate_letter_errors = ValidationField(method_name='get_generate_errors_data', serializer=GenerateDocumentSerializer)
     generate_summary_errors = ValidationField(method_name='get_generate_errors_data', serializer=GenerateDocumentSerializer)
-
+    
     def get_generate_errors_data(self, obj):
         return {'batch': obj.pk}
 
@@ -316,9 +336,10 @@ class BatchDetailSerializer(serializers.ModelSerializer):
     )
     attorney = ContactSerializer(read_only=True)
     client_id = serializers.PrimaryKeyRelatedField(
-        source='client', queryset=Contact.objects.filter(category='client'), write_only=True, required=False
+        source='client', queryset=Client.objects.all(), write_only=True, required=False
     )
     client = ClientSerializer(read_only=True)
+    client_errors = serializers.SerializerMethodField()
 
     generate_letter_errors = ValidationField(method_name='get_generate_errors_data', serializer=GenerateDocumentSerializer)
     generate_summary_errors = ValidationField(method_name='get_generate_errors_data', serializer=GenerateDocumentSerializer)
@@ -341,6 +362,7 @@ class Meta:
             "client_id",
             "generate_letter_errors",
             "generate_summary_errors",
+            "client_errors"
         ]
         read_only_fields = ["user", "pk", "date_uploaded", "records", "petitions"]
 
@@ -350,6 +372,14 @@ def get_petitions(self, instance):
             batch=instance.pk,
         ).order_by("county", "jurisdiction")
         return ParentPetitionSerializer(parent_petitions, many=True).data
+
+    def get_client_errors(self, instance):
+        errors = []
+        if not instance.client:
+            return errors
+        if not instance.client.dob:
+            errors.append("Date of birth missing. The petition generator will try its best to identify a date of birth from the records at time of petition creation.")
+        return errors
 
 
 class MyInboxSerializer(serializers.ModelSerializer):

dear_petition/petition/api/urls.py

@@ -9,6 +9,7 @@
 router.register(r"offense", viewsets.OffenseViewSet)
 router.register(r"offenserecord", viewsets.OffenseRecordViewSet)
 router.register(r"contact", viewsets.ContactViewSet)
+router.register(r"client", viewsets.ClientViewSet)
 router.register(r"batch", viewsets.BatchViewSet)
 router.register(r"petitions", viewsets.PetitionViewSet)
 router.register(r"generatedpetition", viewsets.GeneratedPetitionViewSet)

dear_petition/petition/api/viewsets.py

@@ -237,6 +237,15 @@ def import_agencies(self, request):
         resources.AgencyResource().import_data(dataset, raise_errors=True)
         return Response({})
 
+class ClientViewSet(ContactViewSet):
+    queryset = pm.Client.objects.all()
+    serializer_class = serializers.ClientSerializer
+
+    def get_queryset(self):
+        return pm.Client.objects.filter(user=self.request.user)
+
+    def perform_create(self, serializer):
+        serializer.save(user=self.request.user)
 
 
 class BatchViewSet(viewsets.ModelViewSet):

dear_petition/petition/migrations/0061_client_alter_generatedpetition_form_type_and_more.py

@@ -0,0 +1,103 @@
+# Generated by Django 4.2.9 on 2024-05-26 17:02
+
+from django.db import migrations, models
+import django.db.models.deletion
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("petition", "0060_alter_contact_user"),
+    ]
+
+    operations = [
+        migrations.CreateModel(
+            name="Client",
+            fields=[
+                (
+                    "contact_ptr",
+                    models.OneToOneField(
+                        auto_created=True,
+                        on_delete=django.db.models.deletion.CASCADE,
+                        parent_link=True,
+                        primary_key=True,
+                        serialize=False,
+                        to="petition.contact",
+                    ),
+                ),
+                ("dob", models.DateField(blank=True, null=True)),
+            ],
+            bases=("petition.contact",),
+        ),
+        migrations.AlterField(
+            model_name="generatedpetition",
+            name="form_type",
+            field=models.CharField(
+                choices=[
+                    ("AOC-CR-281", "AOC-CR-281"),
+                    ("AOC-CR-285", "AOC-CR-285"),
+                    ("AOC-CR-287", "AOC-CR-287"),
+                    ("AOC-CR-288", "AOC-CR-288"),
+                    ("AOC-CR-293", "AOC-CR-293"),
+                    ("AOC-CR-297", "AOC-CR-297"),
+                    ("AOC-CR-298", "AOC-CR-298"),
+                    ("Addendum 3B", "Addendum 3B"),
+                ],
+                max_length=255,
+            ),
+        ),
+        migrations.AlterField(
+            model_name="petition",
+            name="agencies",
+            field=models.ManyToManyField(related_name="+", to="petition.contact"),
+        ),
+        migrations.AlterField(
+            model_name="petition",
+            name="form_type",
+            field=models.CharField(
+                choices=[
+                    ("AOC-CR-281", "AOC-CR-281"),
+                    ("AOC-CR-285", "AOC-CR-285"),
+                    ("AOC-CR-287", "AOC-CR-287"),
+                    ("AOC-CR-288", "AOC-CR-288"),
+                    ("AOC-CR-293", "AOC-CR-293"),
+                    ("AOC-CR-297", "AOC-CR-297"),
+                    ("AOC-CR-298", "AOC-CR-298"),
+                    ("Addendum 3B", "Addendum 3B"),
+                ],
+                max_length=255,
+            ),
+        ),
+        migrations.AlterField(
+            model_name="petitiondocument",
+            name="agencies",
+            field=models.ManyToManyField(related_name="+", to="petition.contact"),
+        ),
+        migrations.AlterField(
+            model_name="petitiondocument",
+            name="form_type",
+            field=models.CharField(
+                choices=[
+                    ("AOC-CR-281", "AOC-CR-281"),
+                    ("AOC-CR-285", "AOC-CR-285"),
+                    ("AOC-CR-287", "AOC-CR-287"),
+                    ("AOC-CR-288", "AOC-CR-288"),
+                    ("AOC-CR-293", "AOC-CR-293"),
+                    ("AOC-CR-297", "AOC-CR-297"),
+                    ("AOC-CR-298", "AOC-CR-298"),
+                    ("Addendum 3B", "Addendum 3B"),
+                ],
+                max_length=255,
+            ),
+        ),
+        migrations.AlterField(
+            model_name="batch",
+            name="client",
+            field=models.ForeignKey(
+                limit_choices_to={"category": "client"},
+                null=True,
+                on_delete=django.db.models.deletion.SET_NULL,
+                related_name="batches",
+                to="petition.client",
+            ),
+        ),
+    ]

dear_petition/petition/models.py

@@ -25,6 +25,7 @@
 from dear_petition.users.models import User
 from dear_petition.users import constants as uc
 from dear_petition.common.models import PrintableModelMixin
+from dear_petition.petition.utils import resolve_dob
 from . import constants as pc
 
 from .constants import (
@@ -267,6 +268,7 @@ def get_queryset(self):
                 output_field=models.BooleanField(),
             ))
         )
+
 
 class Contact(PrintableModelMixin, models.Model):
     name = models.CharField(max_length=512)
@@ -298,11 +300,21 @@ def __str__(self):
 
     @classmethod
     def get_sherriff_office_by_county(cls, county: str):
-        print(county)
         qs = cls.agencies_with_sherriff_office.filter(county__iexact=county, is_sheriff_office=True)
         if qs.count() > 1:
             logger.error('Multiple agencies with sherriff department name detected. Picking first one...')
         return qs.first() if qs.exists() else None
+
+
+class Client(Contact):
+    dob = models.DateField(null=True, blank=True)
+
+    def save(self, *args, **kwargs):
+        # This is for backwards compatibility with existing data that pre-exists the multi-table inheritance paradigm
+        # TODO: Fully convert to multi-table inheritance paradigm
+        if self._state.adding:
+            self.category = "client"
+        super().save(*args, **kwargs)
 
 class Batch(PrintableModelMixin, models.Model):
 
@@ -321,7 +333,7 @@ class Batch(PrintableModelMixin, models.Model):
         on_delete=models.SET_NULL,
     )
     client = models.ForeignKey(
-        Contact,
+        Client,
         related_name="batches",
         null=True,
         limit_choices_to={"category": "client"},

dear_petition/petition/types/adult_felonies.py

@@ -15,15 +15,12 @@ def get_offense_records(batch, jurisdiction=""):
     qs = OffenseRecord.objects.filter(offense__ciprs_record__batch=batch)
     if jurisdiction:
         qs = qs.filter(offense__jurisdiction=jurisdiction)
-    dob = resolve_dob(qs)
-    if not dob:
-        return qs  # We can't determine this petition type without the date of birth
-    query = build_query(dob)
+    query = build_query()
     qs = qs.filter(query)
     return qs.select_related("offense__ciprs_record__batch")
 
 
-def build_query(dob):
+def build_query():
     action = Q(action=pc.CONVICTED)
     severity = Q(severity__iexact=pc.SEVERITIES.FELONY)
     today = timezone.now().date()

dear_petition/petition/types/adult_misdemeanors.py

@@ -15,15 +15,12 @@ def get_offense_records(batch, jurisdiction=""):
     qs = OffenseRecord.objects.filter(offense__ciprs_record__batch=batch)
     if jurisdiction:
         qs = qs.filter(offense__jurisdiction=jurisdiction)
-    dob = resolve_dob(qs)
-    if not dob:
-        return qs  # We can't determine this petition type without the date of birth
-    query = build_query(dob)
+    query = build_query()
     qs = qs.filter(query)
     return qs.select_related("offense__ciprs_record__batch")
 
 
-def build_query(dob):
+def build_query():
     action = Q(action=pc.CONVICTED)
     severity = Q(severity__iexact=pc.SEVERITIES.MISDEMEANOR)
     today = timezone.now().date()

dear_petition/petition/types/underaged_convictions.py

@@ -22,7 +22,7 @@ def get_offense_records(batch, jurisdiction=""):
 
     dob = resolve_dob(qs)
     if not dob:
-        return qs  # We can't determine this petition type without the date of birth
+        return OffenseRecord.objects.none()  # We can't determine this petition type without the date of birth
 
     if jurisdiction:
         qs = qs.filter(offense__ciprs_record__jurisdiction=jurisdiction)

src/components/elements/Input/FormDateInput.jsx

@@ -0,0 +1,34 @@
+import { useController } from 'react-hook-form';
+import { AnimatePresence } from 'framer-motion';
+import { InputWrapper, InputStyled, ActualInputStyled, InputErrors } from './Input.styled';
+
+const FormDateInput = ({ className, label, errors, inputProps, ...restProps }) => {
+  const { field, fieldState } = useController(inputProps);
+  const { error: inputError } = fieldState;
+  const error = inputError ? (
+    <p>Invalid date</p>
+  ) : (
+    // eslint-disable-next-line react/no-array-index-key
+    errors?.map((errMsg, i) => <p key={`${i}${errMsg}`}>{errMsg}</p>)
+  );
+  return (
+    <InputWrapper className={className}>
+      <InputStyled>{label}</InputStyled>
+      <ActualInputStyled type="date" {...field} {...restProps} />
+      {error && (
+        <AnimatePresence>
+          <InputErrors
+            initial={{ opacity: 0, y: -25 }}
+            animate={{ opacity: 1, y: 0 }}
+            exit={{ opacity: 0, y: '50' }}
+            positionTransition
+          >
+            {error}
+          </InputErrors>
+        </AnimatePresence>
+      )}
+    </InputWrapper>
+  );
+};
+
+export default FormDateInput;

src/components/pages/GenerationPage/GenerationInput/PetitionerInput.jsx

@@ -9,7 +9,7 @@ import AutocompleteInput from '../../../elements/Input/AutocompleteInput';
 import { useLazySearchClientsQuery, useUpdateBatchMutation, useUpdateContactMutation } from '../../../../service/api';
 import Button, { ModalButton } from '../../../elements/Button';
 import { useModalContext } from '../../../elements/Button/ModalButton';
-import { CreateContact } from '../../../../features/CreateContact';
+import { CreateClient } from '../../../../features/CreateClient';
 
 const TextInput = styled(Input)`
   input {
@@ -27,7 +27,7 @@ export const CreateClientModal = ({ onCreate }) => {
   const { closeModal } = useModalContext();
   return (
     <div className="w-[550px] px-40 py-20" ref={modalElement}>
-      <CreateContact onClose={closeModal} category="client" onSubmitSuccess={(submitData) => onCreate(submitData)} />
+      <CreateClient onClose={closeModal} category="client" onSubmitSuccess={(submitData) => onCreate(submitData)} />
     </div>
   );
 };
@@ -57,7 +57,7 @@ export default function PetitionerInput({ petitioner, errors, onClearError }) {
   const [editErrors, setEditErrors] = useState({});
 
   const [petitionerData, setPetitionerData] = useState(getPetitionerData(petitioner));
-  const { name, ...address } = petitionerData;
+  const { name, dob, ...address } = petitionerData;
 
   const addError = (key, error) => setEditErrors((prev) => ({ ...prev, [key]: [error] }));
   const clearError = (key) => setEditErrors((prev) => ({ ...prev, [key]: [] }));
@@ -202,6 +202,14 @@ export default function PetitionerInput({ petitioner, errors, onClearError }) {
             onClearError={onClearError}
             disabled={!isEditing}
           />
+          <TextInput
+            label="Date of Birth"
+            value={dob}
+            onChange={(e) => setPetitionerData((prev) => ({ ...prev, name: e.target.value }))}
+            errors={isEditing && editErrors.name}
+            onClearError={onClearError}
+            disabled={!isEditing}
+          />
           <AddressInput
             address={address}
             setAddress={setPetitionerData}