canvas 0.59.0__tar.gz → 0.60.0__tar.gz

{canvas-0.59.0 → canvas-0.60.0}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: canvas
-Version: 0.59.0
+Version: 0.60.0
 Summary: SDK to customize event-driven actions in your Canvas instance
 Author-email: Canvas Team <engineering@canvasmedical.com>
 License-Expression: MIT

{canvas-0.59.0 → canvas-0.60.0}/canvas_generated/messages/effects_pb2.py

@@ -14,7 +14,7 @@ _sym_db = _symbol_database.Default()
 
 
 
-DESCRIPTOR = _descriptor_pool.Default().AddSerializedFile(b'\n\'canvas_generated/messages/effects.proto\x12\x06\x63\x61nvas\"y\n\x06\x45\x66\x66\x65\x63t\x12 \n\x04type\x18\x01 \x01(\x0e\x32\x12.canvas.EffectType\x12\x0f\n\x07payload\x18\x02 \x01(\t\x12\x13\n\x0bplugin_name\x18\x03 \x01(\t\x12\x11\n\tclassname\x18\x04 \x01(\t\x12\x14\n\x0chandler_name\x18\x05 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\n\x1c\x45\x44IT_STOP_MEDICATION_COMMAND\x10\x34\x12\"\n\x1e\x44\x45LETE_STOP_MEDICATION_COMMAND\x10\x35\x12\"\n\x1e\x43OMMIT_STOP_MEDICATION_COMMAND\x10\x36\x12*\n&ENTER_IN_ERROR_STOP_MEDICATION_COMMAND\x10\x37\x12!\n\x1dORIGINATE_UPDATE_GOAL_COMMAND\x10\x38\x12\x1c\n\x18\x45\x44IT_UPDATE_GOAL_COMMAND\x10\x39\x12\x1e\n\x1a\x44\x45LETE_UPDATE_GOAL_COMMAND\x10:\x12\x1e\n\x1a\x43OMMIT_UPDATE_GOAL_COMMAND\x10;\x12&\n\"ENTER_IN_ERROR_UPDATE_GOAL_COMMAND\x10<\x12\x1d\n\x19ORIGINATE_PERFORM_COMMAND\x10=\x12\x18\n\x14\x45\x44IT_PERFORM_COMMAND\x10>\x12\x1a\n\x16\x44\x45LETE_PERFORM_COMMAND\x10?\x12\x1a\n\x16\x43OMMIT_PERFORM_COMMAND\x10@\x12\"\n\x1e\x45NTER_IN_ERROR_PERFORM_COMMAND\x10\x41\x12\x1e\n\x1aORIGINATE_INSTRUCT_COMMAND\x10\x42\x12\x19\n\x15\x45\x44IT_INSTRUCT_COMMAND\x10\x43\x12\x1b\n\x17\x44\x45LETE_INSTRUCT_COMMAND\x10\x44\x12\x1b\n\x17\x43OMMIT_INSTRUCT_COMMAND\x10\x45\x12#\n\x1f\x45NTER_IN_ERROR_INSTRUCT_COMMAND\x10\x46\x12\x1f\n\x1bORIGINATE_LAB_ORDER_COMMAND\x10G\x12\x1a\n\x16\x45\x44IT_LAB_ORDER_COMMAND\x10H\x12\x1c\n\x18\x44\x45LETE_LAB_ORDER_COMMAND\x10I\x12\x1c\n\x18\x43OMMIT_LAB_ORDER_COMMAND\x10J\x12$\n ENTER_IN_ERROR_LAB_ORDER_COMMAND\x10K\x12\x1b\n\x16SEND_LAB_ORDER_COMMAND\x10\x9a\n\x12$\n ORIGINATE_FAMILY_HISTORY_COMMAND\x10L\x12\x1f\n\x1b\x45\x44IT_FAMILY_HISTORY_COMMAND\x10M\x12!\n\x1d\x44\x45LETE_FAMILY_HISTORY_COMMAND\x10N\x12!\n\x1d\x43OMMIT_FAMILY_HISTORY_COMMAND\x10O\x12)\n%ENTER_IN_ERROR_FAMILY_HISTORY_COMMAND\x10P\x12\x1d\n\x19ORIGINATE_ALLERGY_COMMAND\x10Q\x12\x18\n\x14\x45\x44IT_ALLERGY_COMMAND\x10R\x12\x1a\n\x16\x44\x45LETE_ALLERGY_COMMAND\x10S\x12\x1a\n\x16\x43OMMIT_ALLERGY_COMMAND\x10T\x12\"\n\x1e\x45NTER_IN_ERROR_ALLERGY_COMMAND\x10U\x12$\n 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\n\x1c\x45\x44IT_MEDICAL_HISTORY_COMMAND\x10h\x12\"\n\x1e\x44\x45LETE_MEDICAL_HISTORY_COMMAND\x10i\x12\"\n\x1e\x43OMMIT_MEDICAL_HISTORY_COMMAND\x10j\x12*\n&ENTER_IN_ERROR_MEDICAL_HISTORY_COMMAND\x10k\x12\x1f\n\x1b\x41\x44\x44_OR_UPDATE_PROTOCOL_CARD\x10n\x12\x1b\n\x16ORIGINATE_TASK_COMMAND\x10\x85\x01\x12\x16\n\x11\x45\x44IT_TASK_COMMAND\x10\x86\x01\x12\x18\n\x13\x44\x45LETE_TASK_COMMAND\x10\x87\x01\x12\x18\n\x13\x43OMMIT_TASK_COMMAND\x10\x88\x01\x12 \n\x1b\x45NTER_IN_ERROR_TASK_COMMAND\x10\x89\x01\x12\x1c\n\x18ORIGINATE_REFILL_COMMAND\x10q\x12\x17\n\x13\x45\x44IT_REFILL_COMMAND\x10r\x12\x19\n\x15\x44\x45LETE_REFILL_COMMAND\x10s\x12\x19\n\x15\x43OMMIT_REFILL_COMMAND\x10t\x12!\n\x1d\x45NTER_IN_ERROR_REFILL_COMMAND\x10u\x12\x18\n\x13SEND_REFILL_COMMAND\x10\x9c\n\x12\x1c\n\x18ORIGINATE_VITALS_COMMAND\x10v\x12\x17\n\x13\x45\x44IT_VITALS_COMMAND\x10w\x12\x19\n\x15\x44\x45LETE_VITALS_COMMAND\x10x\x12\x19\n\x15\x43OMMIT_VITALS_COMMAND\x10y\x12!\n\x1d\x45NTER_IN_ERROR_VITALS_COMMAND\x10z\x12&\n\"ORIGINATE_UPDATE_DIAGNOSIS_COMMAND\x10{\x12!\n\x1d\x45\x44IT_UPDATE_DIAGNOSIS_COMMAND\x10|\x12#\n\x1f\x44\x45LETE_UPDATE_DIAGNOSIS_COMMAND\x10}\x12#\n\x1f\x43OMMIT_UPDATE_DIAGNOSIS_COMMAND\x10~\x12+\n\'ENTER_IN_ERROR_UPDATE_DIAGNOSIS_COMMAND\x10\x7f\x12!\n\x1cORIGINATE_CLOSE_GOAL_COMMAND\x10\x80\x01\x12\x1c\n\x17\x45\x44IT_CLOSE_GOAL_COMMAND\x10\x81\x01\x12\x1e\n\x19\x44\x45LETE_CLOSE_GOAL_COMMAND\x10\x82\x01\x12\x1e\n\x19\x43OMMIT_CLOSE_GOAL_COMMAND\x10\x83\x01\x12&\n!ENTER_IN_ERROR_CLOSE_GOAL_COMMAND\x10\x84\x01\x12\x1c\n\x17ORIGINATE_REFER_COMMAND\x10\x8b\x01\x12\x17\n\x12\x45\x44IT_REFER_COMMAND\x10\x8c\x01\x12\x19\n\x14\x44\x45LETE_REFER_COMMAND\x10\x8d\x01\x12\x19\n\x14\x43OMMIT_REFER_COMMAND\x10\x8e\x01\x12!\n\x1c\x45NTER_IN_ERROR_REFER_COMMAND\x10\x8f\x01\x12(\n#ORIGINATE_CHANGE_MEDICATION_COMMAND\x10\x96\x01\x12#\n\x1e\x45\x44IT_CHANGE_MEDICATION_COMMAND\x10\x97\x01\x12%\n DELETE_CHANGE_MEDICATION_COMMAND\x10\x98\x01\x12%\n COMMIT_CHANGE_MEDICATION_COMMAND\x10\x99\x01\x12-\n(ENTER_IN_ERROR_CHANGE_MEDICATION_COMMAND\x10\x9a\x01\x12 \n\x1b\x43REATE_QUESTIONNAIRE_RESULT\x10\x8a\x01\x12-\n(ANNOTATE_PATIENT_CHART_CONDITION_RESULTS\x10\xc8\x01\x12%\n ANNOTATE_CLAIM_CONDITION_RESULTS\x10\xac\x02\x12(\n#SHOW_PATIENT_CHART_SUMMARY_SECTIONS\x10\x90\x03\x12\"\n\x1dSHOW_PATIENT_PROFILE_SECTIONS\x10\xf4\x03\x12\x37\n2PATIENT_PROFILE__ADD_PHARMACY__POST_SEARCH_RESULTS\x10\xf5\x03\x12)\n$SEND_SURESCRIPTS_ELIGIBILITY_REQUEST\x10\xd8\x04\x12\x30\n+SEND_SURESCRIPTS_MEDICATION_HISTORY_REQUEST\x10\xd9\x04\x12&\n!SEND_SURESCRIPTS_BENEFITS_REQUEST\x10\xda\x04\x12\x1b\n\x16ORIGINATE_EXAM_COMMAND\x10\xbc\x05\x12\x16\n\x11\x45\x44IT_EXAM_COMMAND\x10\xbd\x05\x12\x18\n\x13\x44\x45LETE_EXAM_COMMAND\x10\xbe\x05\x12\x18\n\x13\x43OMMIT_EXAM_COMMAND\x10\xbf\x05\x12 \n\x1b\x45NTER_IN_ERROR_EXAM_COMMAND\x10\xc0\x05\x12\x1a\n\x15ORIGINATE_ROS_COMMAND\x10\xa0\x06\x12\x15\n\x10\x45\x44IT_ROS_COMMAND\x10\xa1\x06\x12\x17\n\x12\x44\x45LETE_ROS_COMMAND\x10\xa2\x06\x12\x17\n\x12\x43OMMIT_ROS_COMMAND\x10\xa3\x06\x12\x1f\n\x1a\x45NTER_IN_ERROR_ROS_COMMAND\x10\xa4\x06\x12,\n\'ORIGINATE_STRUCTURED_ASSESSMENT_COMMAND\x10\x84\x07\x12\'\n\"EDIT_STRUCTURED_ASSESSMENT_COMMAND\x10\x85\x07\x12)\n$DELETE_STRUCTURED_ASSESSMENT_COMMAND\x10\x86\x07\x12)\n$COMMIT_STRUCTURED_ASSESSMENT_COMMAND\x10\x87\x07\x12\x31\n,ENTER_IN_ERROR_STRUCTURED_ASSESSMENT_COMMAND\x10\x88\x07\x12 \n\x1bORIGINATE_FOLLOW_UP_COMMAND\x10\x89\x07\x12\x1b\n\x16\x45\x44IT_FOLLOW_UP_COMMAND\x10\x8a\x07\x12\x1d\n\x18\x44\x45LETE_FOLLOW_UP_COMMAND\x10\x8b\x07\x12\x1d\n\x18\x43OMMIT_FOLLOW_UP_COMMAND\x10\x8c\x07\x12%\n 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\n\x1bSIMPLE_API_WEBSOCKET_ACCEPT\x10\xa1\x1f\x12\x1e\n\x19SIMPLE_API_WEBSOCKET_DENY\x10\xa2\x1f\x12#\n\x1eSIMPLE_API_WEBSOCKET_BROADCAST\x10\xa3\x1f\x12\x10\n\x0bUPDATE_USER\x10\x88\'\x12\x10\n\x0b\x43REATE_NOTE\x10\xf0.\x12\x10\n\x0bUPDATE_NOTE\x10\xfd.\x12\x17\n\x12\x43REATE_APPOINTMENT\x10\xf1.\x12\x17\n\x12UPDATE_APPOINTMENT\x10\xfe.\x12\x17\n\x12\x43\x41NCEL_APPOINTMENT\x10\xff.\x12\x1a\n\x15\x43REATE_SCHEDULE_EVENT\x10\xf2.\x12\x1a\n\x15UPDATE_SCHEDULE_EVENT\x10\x80/\x12\x1a\n\x15\x44\x45LETE_SCHEDULE_EVENT\x10\x81/\x12\x13\n\x0e\x43REATE_PATIENT\x10\xf3.\x12\x13\n\x0e\x43REATE_MESSAGE\x10\xf4.\x12\x11\n\x0cSEND_MESSAGE\x10\xf5.\x12\x1c\n\x17\x43REATE_AND_SEND_MESSAGE\x10\xf6.\x12\x11\n\x0c\x45\x44IT_MESSAGE\x10\xf7.\x12/\n*PATIENT_METADATA__CREATE_ADDITIONAL_FIELDS\x10\xfa.\x12\x1c\n\x17UPSERT_PATIENT_METADATA\x10\xfb.\x12\'\n\"CREATE_PATIENT_EXTERNAL_IDENTIFIER\x10\xfc.\x12\x1f\n\x1a\x43REATE_COMPOUND_MEDICATION\x10\x84/\x12\x1f\n\x1aUPDATE_COMPOUND_MEDICATION\x10\x85/\x12\x1f\n\x1aPATIENT_CHART__GROUP_ITEMS\x10\x8e/\x12\x18\n\x13SHOW_PANEL_SECTIONS\x10\xd4/\x12\x15\n\x10REDIRECT_CONTEXT\x10\xb8\x30\x12)\n$REVENUE__PAYMENT_PROCESSOR__METADATA\x10\xd9\x36\x12%\n 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+DESCRIPTOR = _descriptor_pool.Default().AddSerializedFile(b'\n\'canvas_generated/messages/effects.proto\x12\x06\x63\x61nvas\"y\n\x06\x45\x66\x66\x65\x63t\x12 \n\x04type\x18\x01 \x01(\x0e\x32\x12.canvas.EffectType\x12\x0f\n\x07payload\x18\x02 \x01(\t\x12\x13\n\x0bplugin_name\x18\x03 \x01(\t\x12\x11\n\tclassname\x18\x04 \x01(\t\x12\x14\n\x0chandler_name\x18\x05 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DELETE_CHANGE_MEDICATION_COMMAND\x10\x98\x01\x12%\n COMMIT_CHANGE_MEDICATION_COMMAND\x10\x99\x01\x12-\n(ENTER_IN_ERROR_CHANGE_MEDICATION_COMMAND\x10\x9a\x01\x12 \n\x1b\x43REATE_QUESTIONNAIRE_RESULT\x10\x8a\x01\x12-\n(ANNOTATE_PATIENT_CHART_CONDITION_RESULTS\x10\xc8\x01\x12%\n ANNOTATE_CLAIM_CONDITION_RESULTS\x10\xac\x02\x12(\n#SHOW_PATIENT_CHART_SUMMARY_SECTIONS\x10\x90\x03\x12\"\n\x1dSHOW_PATIENT_PROFILE_SECTIONS\x10\xf4\x03\x12\x37\n2PATIENT_PROFILE__ADD_PHARMACY__POST_SEARCH_RESULTS\x10\xf5\x03\x12)\n$SEND_SURESCRIPTS_ELIGIBILITY_REQUEST\x10\xd8\x04\x12\x30\n+SEND_SURESCRIPTS_MEDICATION_HISTORY_REQUEST\x10\xd9\x04\x12&\n!SEND_SURESCRIPTS_BENEFITS_REQUEST\x10\xda\x04\x12\x1b\n\x16ORIGINATE_EXAM_COMMAND\x10\xbc\x05\x12\x16\n\x11\x45\x44IT_EXAM_COMMAND\x10\xbd\x05\x12\x18\n\x13\x44\x45LETE_EXAM_COMMAND\x10\xbe\x05\x12\x18\n\x13\x43OMMIT_EXAM_COMMAND\x10\xbf\x05\x12 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 _globals = globals()
 _builder.BuildMessageAndEnumDescriptors(DESCRIPTOR, _globals)
@@ -22,7 +22,7 @@ _builder.BuildTopDescriptorsAndMessages(DESCRIPTOR, 'canvas_generated.messages.e
 if _descriptor._USE_C_DESCRIPTORS == False:
   DESCRIPTOR._options = None
   _globals['_EFFECTTYPE']._serialized_start=175
-  _globals['_EFFECTTYPE']._serialized_end=8801
+  _globals['_EFFECTTYPE']._serialized_end=8864
   _globals['_EFFECT']._serialized_start=51
   _globals['_EFFECT']._serialized_end=172
 # @@protoc_insertion_point(module_scope)

{canvas-0.59.0 → canvas-0.60.0}/canvas_generated/messages/effects_pb2.pyi

@@ -236,6 +236,7 @@ class EffectType(int, metaclass=_enum_type_wrapper.EnumTypeWrapper):
     UPDATE_SCHEDULE_EVENT: _ClassVar[EffectType]
     DELETE_SCHEDULE_EVENT: _ClassVar[EffectType]
     CREATE_PATIENT: _ClassVar[EffectType]
+    UPDATE_PATIENT: _ClassVar[EffectType]
     CREATE_MESSAGE: _ClassVar[EffectType]
     SEND_MESSAGE: _ClassVar[EffectType]
     CREATE_AND_SEND_MESSAGE: _ClassVar[EffectType]
@@ -243,6 +244,7 @@ class EffectType(int, metaclass=_enum_type_wrapper.EnumTypeWrapper):
     PATIENT_METADATA__CREATE_ADDITIONAL_FIELDS: _ClassVar[EffectType]
     UPSERT_PATIENT_METADATA: _ClassVar[EffectType]
     CREATE_PATIENT_EXTERNAL_IDENTIFIER: _ClassVar[EffectType]
+    CREATE_PATIENT_PREFERRED_PHARMACIES: _ClassVar[EffectType]
     CREATE_COMPOUND_MEDICATION: _ClassVar[EffectType]
     UPDATE_COMPOUND_MEDICATION: _ClassVar[EffectType]
     PATIENT_CHART__GROUP_ITEMS: _ClassVar[EffectType]
@@ -483,6 +485,7 @@ CREATE_SCHEDULE_EVENT: EffectType
 UPDATE_SCHEDULE_EVENT: EffectType
 DELETE_SCHEDULE_EVENT: EffectType
 CREATE_PATIENT: EffectType
+UPDATE_PATIENT: EffectType
 CREATE_MESSAGE: EffectType
 SEND_MESSAGE: EffectType
 CREATE_AND_SEND_MESSAGE: EffectType
@@ -490,6 +493,7 @@ EDIT_MESSAGE: EffectType
 PATIENT_METADATA__CREATE_ADDITIONAL_FIELDS: EffectType
 UPSERT_PATIENT_METADATA: EffectType
 CREATE_PATIENT_EXTERNAL_IDENTIFIER: EffectType
+CREATE_PATIENT_PREFERRED_PHARMACIES: EffectType
 CREATE_COMPOUND_MEDICATION: EffectType
 UPDATE_COMPOUND_MEDICATION: EffectType
 PATIENT_CHART__GROUP_ITEMS: EffectType

canvas-0.60.0/canvas_sdk/effects/patient/__init__.py

@@ -0,0 +1,23 @@
+from canvas_sdk.effects.patient.base import (
+    Patient,
+    PatientAddress,
+    PatientContactPoint,
+    PatientExternalIdentifier,
+    PatientPreferredPharmacy,
+)
+from canvas_sdk.effects.patient.create_patient_external_identifier import (
+    CreatePatientExternalIdentifier,
+)
+from canvas_sdk.effects.patient.create_patient_preferred_pharmacies import (
+    CreatePatientPreferredPharmacies,
+)
+
+__all__ = __exports__ = (
+    "Patient",
+    "PatientAddress",
+    "PatientContactPoint",
+    "PatientExternalIdentifier",
+    "PatientPreferredPharmacy",
+    "CreatePatientExternalIdentifier",
+    "CreatePatientPreferredPharmacies",
+)

canvas-0.60.0/canvas_sdk/effects/patient/base.py

@@ -0,0 +1,275 @@
+import datetime
+import json
+from dataclasses import dataclass
+from typing import Any
+
+from pydantic_core import InitErrorDetails
+
+from canvas_generated.messages.effects_pb2 import Effect
+from canvas_sdk.base import TrackableFieldsModel
+from canvas_sdk.v1.data import Patient as PatientModel
+from canvas_sdk.v1.data import PracticeLocation, Staff
+from canvas_sdk.v1.data.common import (
+    AddressType,
+    AddressUse,
+    ContactPointSystem,
+    ContactPointUse,
+    PersonSex,
+)
+
+
+@dataclass
+class PatientContactPoint:
+    """A class representing a patient contact point."""
+
+    system: ContactPointSystem
+    value: str
+    use: ContactPointUse
+    rank: int
+    has_consent: bool | None = None
+
+    def to_dict(self) -> dict[str, Any]:
+        """Convert the contact point to a dictionary."""
+        return {
+            "system": self.system.value,
+            "value": self.value,
+            "use": self.use.value,
+            "rank": self.rank,
+            "has_consent": self.has_consent,
+        }
+
+
+@dataclass
+class PatientExternalIdentifier:
+    """A class representing a patient external identifier."""
+
+    value: str
+    system: str | None = None
+
+    def to_dict(self) -> dict[str, Any]:
+        """Convert the external identifier to a dictionary."""
+        return {
+            "system": self.system,
+            "value": self.value,
+        }
+
+
+@dataclass
+class PatientPreferredPharmacy:
+    """A class representing a preferred pharmacy."""
+
+    ncpdp_id: str
+    default: bool = False
+
+    def to_dict(self) -> dict[str, Any]:
+        """Convert the preferred pharmacy to a dictionary."""
+        return {
+            "ncpdp_id": self.ncpdp_id,
+            "default": self.default,
+        }
+
+
+@dataclass
+class PatientAddress:
+    """A class representing a patient address."""
+
+    line1: str
+    country: str
+    line2: str | None = None
+    use: AddressUse = AddressUse.HOME
+    type: AddressType = AddressType.BOTH
+    city: str | None = None
+    district: str | None = None
+    state_code: str | None = None
+    postal_code: str | None = None
+    longitude: float | None = None
+    latitude: float | None = None
+
+    def to_dict(self) -> dict[str, Any]:
+        """Convert the address to a dictionary."""
+        return {
+            "line1": self.line1,
+            "line2": self.line2,
+            "country": self.country,
+            "use": self.use.value,
+            "type": self.type.value,
+            "city": self.city,
+            "district": self.district,
+            "state_code": self.state_code,
+            "postal_code": self.postal_code,
+            "longitude": self.longitude,
+            "latitude": self.latitude,
+        }
+
+
+class Patient(TrackableFieldsModel):
+    """Effect to create a Patient record."""
+
+    class Meta:
+        effect_type = "PATIENT"
+
+    patient_id: str | None = None
+    first_name: str | None = None
+    last_name: str | None = None
+    middle_name: str | None = None
+    birthdate: datetime.date | None = None
+    prefix: str | None = None
+    suffix: str | None = None
+    sex_at_birth: PersonSex | None = None
+    nickname: str | None = None
+    social_security_number: str | None = None
+    administrative_note: str | None = None
+    clinical_note: str | None = None
+    default_location_id: str | None = None
+    default_provider_id: str | None = None
+    previous_names: list[str] | None = None
+    contact_points: list[PatientContactPoint] | None = None
+    external_identifiers: list[PatientExternalIdentifier] | None = None
+    preferred_pharmacies: list[PatientPreferredPharmacy] | None = None
+    addresses: list[PatientAddress] | None = None
+
+    @property
+    def values(self) -> dict[str, Any]:
+        """Return the values of the patient as a dictionary."""
+        values = super().values
+
+        if self.is_dirty("contact_points"):
+            values["contact_points"] = (
+                [cp.to_dict() for cp in self.contact_points]
+                if self.contact_points is not None
+                else None
+            )
+
+        if self.is_dirty("external_identifiers"):
+            values["external_identifiers"] = (
+                [ids.to_dict() for ids in self.external_identifiers]
+                if self.external_identifiers is not None
+                else None
+            )
+
+        if self.is_dirty("addresses"):
+            values["addresses"] = (
+                [addr.to_dict() for addr in self.addresses] if self.addresses is not None else None
+            )
+
+        if self.is_dirty("preferred_pharmacies"):
+            values["preferred_pharmacies"] = (
+                [pharmacy.to_dict() for pharmacy in self.preferred_pharmacies]
+                if self.preferred_pharmacies
+                else None
+            )
+
+        return values
+
+    def _get_error_details(self, method: Any) -> list[InitErrorDetails]:
+        errors = super()._get_error_details(method)
+
+        # Validate create-specific requirements
+        if method == "create":
+            if self.patient_id:
+                errors.append(
+                    self._create_error_detail(
+                        "value",
+                        "Patient ID should not be set when creating a new patient.",
+                        self.patient_id,
+                    )
+                )
+
+            # first_name and last_name are required for create
+            if not self.first_name:
+                errors.append(
+                    self._create_error_detail(
+                        "value",
+                        "First name is required when creating a new patient.",
+                        self.first_name,
+                    )
+                )
+
+            if not self.last_name:
+                errors.append(
+                    self._create_error_detail(
+                        "value",
+                        "Last name is required when creating a new patient.",
+                        self.last_name,
+                    )
+                )
+
+        # Validate update-specific requirements
+        if method == "update":
+            if not self.patient_id:
+                errors.append(
+                    self._create_error_detail(
+                        "value",
+                        "Patient ID must be set when updating an existing patient.",
+                        self.patient_id,
+                    )
+                )
+            elif not PatientModel.objects.filter(id=self.patient_id).exists():
+                errors.append(
+                    self._create_error_detail(
+                        "value",
+                        f"Patient with ID {self.patient_id} does not exist.",
+                        self.patient_id,
+                    )
+                )
+
+        if (
+            self.default_location_id
+            and not PracticeLocation.objects.filter(id=self.default_location_id).exists()
+        ):
+            errors.append(
+                self._create_error_detail(
+                    "value",
+                    f"Practice location with ID {self.default_location_id} does not exist.",
+                    self.default_location_id,
+                )
+            )
+
+        if (
+            self.default_provider_id
+            and not Staff.objects.filter(id=self.default_provider_id).exists()
+        ):
+            errors.append(
+                self._create_error_detail(
+                    "value",
+                    f"Provider with ID {self.default_provider_id} does not exist.",
+                    self.default_provider_id,
+                )
+            )
+
+        return errors
+
+    def create(self) -> Effect:
+        """Create a new Patient."""
+        self._validate_before_effect("create")
+
+        return Effect(
+            type=f"CREATE_{self.Meta.effect_type}",
+            payload=json.dumps(
+                {
+                    "data": self.values,
+                }
+            ),
+        )
+
+    def update(self) -> Effect:
+        """Update an existing Patient."""
+        self._validate_before_effect("update")
+
+        return Effect(
+            type=f"UPDATE_{self.Meta.effect_type}",
+            payload=json.dumps(
+                {
+                    "data": self.values,
+                }
+            ),
+        )
+
+
+__exports__ = (
+    "Patient",
+    "PatientAddress",
+    "PatientContactPoint",
+    "PatientExternalIdentifier",
+    "PatientPreferredPharmacy",
+)

canvas-0.60.0/canvas_sdk/effects/patient/create_patient_preferred_pharmacies.py

@@ -0,0 +1,70 @@
+import json
+from typing import Any
+from uuid import UUID
+
+from pydantic_core import InitErrorDetails
+
+from canvas_generated.messages.effects_pb2 import Effect
+from canvas_sdk.effects import _BaseEffect
+from canvas_sdk.effects.patient import PatientPreferredPharmacy
+from canvas_sdk.v1.data import Patient
+
+
+class CreatePatientPreferredPharmacies(_BaseEffect):
+    """Effect to create a Patient External Identifier record."""
+
+    class Meta:
+        effect_type = "CREATE_PATIENT_PREFERRED_PHARMACIES"
+
+    pharmacies: list[PatientPreferredPharmacy]
+    patient_id: str | UUID
+
+    def _get_error_details(self, method: Any) -> list[InitErrorDetails]:
+        errors = super()._get_error_details(method)
+
+        if not Patient.objects.filter(id=self.patient_id).exists():
+            errors.append(
+                self._create_error_detail(
+                    "value",
+                    f"Patient with ID {self.patient_id} does not exist.",
+                    self.patient_id,
+                )
+            )
+
+        default_count = sum(1 for pharmacy in self.pharmacies if pharmacy.default)
+        if default_count > 1:
+            errors.append(
+                self._create_error_detail(
+                    "value",
+                    "Only one preferred pharmacy can be set as default.",
+                    None,
+                )
+            )
+
+        return errors
+
+    @property
+    def values(self) -> dict[str, Any]:
+        """Return the values of the preferred pharmacies."""
+        return {
+            "preferred_pharmacies": [
+                preferred_pharmacy.to_dict() for preferred_pharmacy in self.pharmacies
+            ],
+            "patient_id": str(self.patient_id),
+        }
+
+    def create(self) -> Effect:
+        """Create Patient Preferred Pharmacies."""
+        self._validate_before_effect("create")
+
+        return Effect(
+            type=self.Meta.effect_type,
+            payload=json.dumps(
+                {
+                    "data": self.values,
+                }
+            ),
+        )
+
+
+__exports__ = ("CreatePatientPreferredPharmacies",)

canvas-0.60.0/canvas_sdk/test_utils/factories/__init__.py

@@ -0,0 +1,13 @@
+from .facility import FacilityFactory
+from .patient import PatientAddressFactory, PatientFacilityAddressFactory, PatientFactory
+from .protocol_current import ProtocolCurrentFactory
+from .user import CanvasUserFactory
+
+__all__ = (
+    "CanvasUserFactory",
+    "FacilityFactory",
+    "PatientAddressFactory",
+    "PatientFacilityAddressFactory",
+    "PatientFactory",
+    "ProtocolCurrentFactory",
+)

canvas-0.60.0/canvas_sdk/test_utils/factories/facility.py

@@ -0,0 +1,21 @@
+import factory
+
+from canvas_sdk.v1.data import Facility
+
+
+class FacilityFactory(factory.django.DjangoModelFactory[Facility]):
+    """Factory for creating a Facility."""
+
+    class Meta:
+        model = Facility
+
+    name = factory.Faker("company")
+    npi_number = factory.Faker("numerify", text="##########")  # 10 digit NPI number
+    phone_number = factory.Faker("numerify", text="##########")  # 10 digit phone number
+    active = True
+    line1 = factory.Faker("street_address")
+    line2 = factory.Faker("secondary_address")
+    city = factory.Faker("city")
+    district = factory.Faker("city_suffix")
+    state_code = factory.Faker("state_abbr")
+    postal_code = factory.Faker("postcode")

{canvas-0.59.0 → canvas-0.60.0}/canvas_sdk/test_utils/factories/patient.py

@@ -3,8 +3,9 @@ import datetime
 import factory
 from factory.fuzzy import FuzzyDate
 
+from canvas_sdk.test_utils.factories.facility import FacilityFactory
 from canvas_sdk.test_utils.factories.user import CanvasUserFactory
-from canvas_sdk.v1.data import Patient, PatientAddress
+from canvas_sdk.v1.data import Patient, PatientAddress, PatientFacilityAddress
 
 
 class PatientAddressFactory(factory.django.DjangoModelFactory[PatientAddress]):
@@ -37,3 +38,14 @@ class PatientFactory(factory.django.DjangoModelFactory[Patient]):
     last_name = factory.Faker("last_name")
     addresses = factory.RelatedFactory(PatientAddressFactory, "patient")
     user = factory.SubFactory(CanvasUserFactory)
+
+
+class PatientFacilityAddressFactory(factory.django.DjangoModelFactory[PatientFacilityAddress]):
+    """Factory for creating a PatientFacilityAddress."""
+
+    class Meta:
+        model = PatientFacilityAddress
+
+    facility = factory.SubFactory(FacilityFactory)
+    patient = factory.SubFactory(PatientFactory)
+    room_number = factory.Faker("building_number")

canvas-0.60.0/canvas_sdk/test_utils/factories/protocol_current.py

@@ -0,0 +1,44 @@
+import datetime
+
+import factory
+from factory.fuzzy import FuzzyChoice, FuzzyDate, FuzzyInteger
+
+from canvas_sdk.test_utils.factories.patient import PatientFactory
+from canvas_sdk.v1.data import ProtocolCurrent
+from canvas_sdk.v1.data.protocol_result import ProtocolResultStatus
+
+
+class ProtocolCurrentFactory(factory.django.DjangoModelFactory[ProtocolCurrent]):
+    """Factory for creating a ProtocolCurrent."""
+
+    class Meta:
+        model = ProtocolCurrent
+
+    # Fields from ProtocolResult (abstract base class)
+    title = factory.Faker("sentence", nb_words=4)
+    narrative = factory.Faker("text", max_nb_chars=200)
+    types = factory.LazyFunction(lambda: ["screening", "preventive"])
+    protocol_key = factory.Faker("slug")
+    plugin_name = factory.Faker("slug")
+    status = FuzzyChoice(ProtocolResultStatus.choices, getter=lambda c: c[0])
+    due_in = FuzzyInteger(-30, 365)  # Days until due (can be negative for overdue)
+    days_of_notice = FuzzyInteger(7, 60)
+    snoozed = factory.Faker("boolean", chance_of_getting_true=20)
+    sources = factory.LazyFunction(lambda: {"conditions": [], "medications": [], "labs": []})
+    recommendations = factory.LazyFunction(lambda: {"primary": "Schedule annual checkup"})
+    top_recommendation_key = factory.Faker("slug")
+    next_review = factory.Faker("date_time_between", start_date="+1d", end_date="+1y")
+    feedback_enabled = factory.Faker("boolean", chance_of_getting_true=30)
+    plugin_can_be_snoozed = factory.Faker("boolean", chance_of_getting_true=70)
+
+    # Fields specific to ProtocolCurrent
+    patient = factory.SubFactory(PatientFactory)
+    result_hash = factory.Faker("md5")
+    snooze_date = factory.Maybe(
+        "snoozed",
+        yes_declaration=FuzzyDate(
+            start_date=datetime.date.today(),
+            end_date=datetime.date.today() + datetime.timedelta(days=90),
+        ),
+        no_declaration=None,
+    )

{canvas-0.59.0 → canvas-0.60.0}/canvas_sdk/v1/data/__init__.py

@@ -15,6 +15,7 @@ from .coverage import Coverage, Transactor, TransactorAddress, TransactorPhone
 from .detected_issue import DetectedIssue, DetectedIssueEvidence
 from .device import Device
 from .discount import Discount
+from .facility import Facility
 from .goal import Goal
 from .imaging import ImagingOrder, ImagingReport, ImagingReview
 from .invoice import Invoice
@@ -51,6 +52,7 @@ from .patient import (
     PatientAddress,
     PatientContactPoint,
     PatientExternalIdentifier,
+    PatientFacilityAddress,
     PatientMetadata,
     PatientSetting,
 )
@@ -69,6 +71,7 @@ from .posting import (
     PatientPosting,
 )
 from .practicelocation import PracticeLocation, PracticeLocationSetting
+from .protocol_current import ProtocolCurrent
 from .protocol_override import ProtocolOverride
 from .questionnaire import (
     Interview,
@@ -83,7 +86,7 @@ from .questionnaire import (
 from .reason_for_visit import ReasonForVisitSettingCoding
 from .referral import Referral, ReferralReport
 from .service_provider import ServiceProvider
-from .staff import Staff, StaffAddress, StaffContactPoint, StaffPhoto, StaffRole
+from .staff import Staff, StaffAddress, StaffContactPoint, StaffLicense, StaffPhoto, StaffRole
 from .task import Task, TaskComment, TaskLabel, TaskTaskLabel
 from .team import Team, TeamContactPoint
 from .user import CanvasUser
@@ -121,6 +124,7 @@ __all__ = __exports__ = (
     "DetectedIssueEvidence",
     "Device",
     "Discount",
+    "Facility",
     "Goal",
     "ImagingOrder",
     "ImagingReport",
@@ -161,6 +165,7 @@ __all__ = __exports__ = (
     "PatientAddress",
     "PatientContactPoint",
     "PatientExternalIdentifier",
+    "PatientFacilityAddress",
     "PatientPosting",
     "PatientSetting",
     "PatientMetadata",
@@ -171,6 +176,7 @@ __all__ = __exports__ = (
     "PaymentCollection",
     "PracticeLocation",
     "PracticeLocationSetting",
+    "ProtocolCurrent",
     "ProtocolOverride",
     "Question",
     "Questionnaire",
@@ -183,6 +189,7 @@ __all__ = __exports__ = (
     "ServiceProvider",
     "Staff",
     "StaffAddress",
+    "StaffLicense",
     "StaffPhoto",
     "StaffRole",
     "StaffContactPoint",