canvas 0.73.0__tar.gz → 0.74.0__tar.gz

{canvas-0.73.0 → canvas-0.74.0}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: canvas
-Version: 0.73.0
+Version: 0.74.0
 Summary: SDK to customize event-driven actions in your Canvas instance
 Author-email: Canvas Team <engineering@canvasmedical.com>
 License-Expression: MIT

{canvas-0.73.0 → canvas-0.74.0}/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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SEND_ADJUST_PRESCRIPTION_COMMAND\x10\x9b\n\x12+\n&ORIGINATE_CHART_SECTION_REVIEW_COMMAND\x10\xf8\n\x12-\n(ORIGINATE_IMMUNIZATION_STATEMENT_COMMAND\x10\xdc\x0b\x12(\n#EDIT_IMMUNIZATION_STATEMENT_COMMAND\x10\xdd\x0b\x12*\n%DELETE_IMMUNIZATION_STATEMENT_COMMAND\x10\xde\x0b\x12*\n%COMMIT_IMMUNIZATION_STATEMENT_COMMAND\x10\xdf\x0b\x12\x32\n-ENTER_IN_ERROR_IMMUNIZATION_STATEMENT_COMMAND\x10\xe0\x0b\x12&\n!COMMAND_AVAILABLE_ACTIONS_RESULTS\x10\xc0\x0c\x12\x17\n\x12SHOW_ACTION_BUTTON\x10\xe8\x07\x12 \n\x1bPATIENT_PORTAL__FORM_RESULT\x10\xd0\x0f\x12.\n)PATIENT_PORTAL__APPOINTMENT_IS_CANCELABLE\x10\xd1\x0f\x12\x31\n,PATIENT_PORTAL__APPOINTMENT_IS_RESCHEDULABLE\x10\xd2\x0f\x12\x32\n-PATIENT_PORTAL__APPOINTMENT_SHOW_MEETING_LINK\x10\xd3\x0f\x12 \n\x1bPATIENT_PORTAL__SEND_INVITE\x10\xd4\x0f\x12.\n)PATIENT_PORTAL__SEND_CONTACT_VERIFICATION\x10\xdd\x0f\x12=\n8PATIENT_PORTAL__APPOINTMENTS__SLOTS__POST_SEARCH_RESULTS\x10\xd5\x0f\x12M\nHPATIENT_PORTAL__APPOINTMENTS__FORM_APPOINTMENT_TYPES__PRE_SEARCH_RESULTS\x10\xd6\x0f\x12N\nIPATIENT_PORTAL__APPOINTMENTS__FORM_APPOINTMENT_TYPES__POST_SEARCH_RESULTS\x10\xd7\x0f\x12\x45\n@PATIENT_PORTAL__APPOINTMENTS__FORM_LOCATIONS__PRE_SEARCH_RESULTS\x10\xd8\x0f\x12\x46\nAPATIENT_PORTAL__APPOINTMENTS__FORM_LOCATIONS__POST_SEARCH_RESULTS\x10\xd9\x0f\x12\x45\n@PATIENT_PORTAL__APPOINTMENTS__FORM_PROVIDERS__PRE_SEARCH_RESULTS\x10\xda\x0f\x12\x46\nAPATIENT_PORTAL__APPOINTMENTS__FORM_PROVIDERS__POST_SEARCH_RESULTS\x10\xdb\x0f\x12.\n)PATIENT_PORTAL__APPLICATION_CONFIGURATION\x10\xdc\x0f\x12\x1a\n\x15\x41\x44\x44_APPOINTMENT_LABEL\x10\xdf\x0f\x12\x1d\n\x18REMOVE_APPOINTMENT_LABEL\x10\xe0\x0f\x12\x1a\n\x15\x41\x44\x44_BILLING_LINE_ITEM\x10\xee\x0f\x12\x1d\n\x18UPDATE_BILLING_LINE_ITEM\x10\xef\x0f\x12\x1d\n\x18REMOVE_BILLING_LINE_ITEM\x10\xf0\x0f\x12\x14\n\x0f\x41\x44\x44_CLAIM_LABEL\x10\x82\x10\x12\x17\n\x12REMOVE_CLAIM_LABEL\x10\x83\x10\x12\x1b\n\x16UPDATE_CLAIM_LINE_ITEM\x10\xa0\x10\x12#\n\x1eSHOW_PATIENT_PORTAL_MENU_ITEMS\x10\xb4\x10\x12\x12\n\rPORTAL_WIDGET\x10\xb5\x10\x12\x11\n\x0cLAUNCH_MODAL\x10\xb8\x17\x12\x18\n\x13SIMPLE_API_RESPONSE\x10\xa0\x1f\x12 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\n\x1bUPSERT_APPOINTMENT_METADATA\x10\xa4/\x12,\n\'APPOINTMENT__SLOTS__POST_SEARCH_RESULTS\x10\xa5/\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 REVENUE__PAYMENT_PROCESSOR__FORM\x10\xda\x36\x12\x38\n3REVENUE__PAYMENT_PROCESSOR__CREDIT_CARD_TRANSACTION\x10\xdb\x36\x12/\n*REVENUE__PAYMENT_PROCESSOR__PAYMENT_METHOD\x10\xdc\x36\x12=\n8REVENUE__PAYMENT_PROCESSOR__PAYMENT_METHOD__ADD_RESPONSE\x10\xdd\x36\x12@\n;REVENUE__PAYMENT_PROCESSOR__PAYMENT_METHOD__REMOVE_RESPONSE\x10\xde\x36\x12\x1c\n\x17GENERATE_FULL_CHART_PDF\x10\xd5/\x12\x15\n\x10\x43\x41LENDAR__CREATE\x10\xc1>\x12\x1c\n\x17\x43\x41LENDAR__EVENT__CREATE\x10\xc2>b\x06proto3')
 
 _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=9911
+  _globals['_EFFECTTYPE']._serialized_end=10011
   _globals['_EFFECT']._serialized_start=51
   _globals['_EFFECT']._serialized_end=172
 # @@protoc_insertion_point(module_scope)

{canvas-0.73.0 → canvas-0.74.0}/canvas_generated/messages/effects_pb2.pyi

@@ -224,6 +224,9 @@ class EffectType(int, metaclass=_enum_type_wrapper.EnumTypeWrapper):
     ADD_BILLING_LINE_ITEM: _ClassVar[EffectType]
     UPDATE_BILLING_LINE_ITEM: _ClassVar[EffectType]
     REMOVE_BILLING_LINE_ITEM: _ClassVar[EffectType]
+    ADD_CLAIM_LABEL: _ClassVar[EffectType]
+    REMOVE_CLAIM_LABEL: _ClassVar[EffectType]
+    UPDATE_CLAIM_LINE_ITEM: _ClassVar[EffectType]
     SHOW_PATIENT_PORTAL_MENU_ITEMS: _ClassVar[EffectType]
     PORTAL_WIDGET: _ClassVar[EffectType]
     LAUNCH_MODAL: _ClassVar[EffectType]
@@ -234,6 +237,7 @@ class EffectType(int, metaclass=_enum_type_wrapper.EnumTypeWrapper):
     UPDATE_USER: _ClassVar[EffectType]
     CREATE_NOTE: _ClassVar[EffectType]
     UPDATE_NOTE: _ClassVar[EffectType]
+    PUSH_NOTE_CHARGES: _ClassVar[EffectType]
     FAX_NOTE: _ClassVar[EffectType]
     CREATE_APPOINTMENT: _ClassVar[EffectType]
     UPDATE_APPOINTMENT: _ClassVar[EffectType]
@@ -497,6 +501,9 @@ REMOVE_APPOINTMENT_LABEL: EffectType
 ADD_BILLING_LINE_ITEM: EffectType
 UPDATE_BILLING_LINE_ITEM: EffectType
 REMOVE_BILLING_LINE_ITEM: EffectType
+ADD_CLAIM_LABEL: EffectType
+REMOVE_CLAIM_LABEL: EffectType
+UPDATE_CLAIM_LINE_ITEM: EffectType
 SHOW_PATIENT_PORTAL_MENU_ITEMS: EffectType
 PORTAL_WIDGET: EffectType
 LAUNCH_MODAL: EffectType
@@ -507,6 +514,7 @@ SIMPLE_API_WEBSOCKET_BROADCAST: EffectType
 UPDATE_USER: EffectType
 CREATE_NOTE: EffectType
 UPDATE_NOTE: EffectType
+PUSH_NOTE_CHARGES: EffectType
 FAX_NOTE: EffectType
 CREATE_APPOINTMENT: EffectType
 UPDATE_APPOINTMENT: EffectType

canvas-0.74.0/canvas_sdk/effects/claim_label.py

@@ -0,0 +1,93 @@
+from dataclasses import dataclass
+from typing import Any
+from uuid import UUID
+
+from pydantic import conlist
+from pydantic_core import InitErrorDetails
+
+from canvas_sdk.effects.base import EffectType, _BaseEffect
+from canvas_sdk.v1.data import Claim
+from canvas_sdk.v1.data.common import ColorEnum
+
+
+@dataclass
+class Label:
+    """A class representing a label."""
+
+    color: ColorEnum
+    name: str
+
+    def to_dict(self) -> dict[str, Any]:
+        """Convert the label to a dictionary."""
+        return {"color": self.color.value, "name": self.name}
+
+
+class _ClaimLabelBase(_BaseEffect):
+    """Base class for managing ClaimLabels."""
+
+    claim_id: UUID | str
+    labels: conlist(str | Label, min_length=1)  # type: ignore
+
+    def _check_if_claim_exists(self) -> list[InitErrorDetails]:
+        if Claim.objects.filter(id=self.claim_id).exists():
+            return []
+        return [
+            (
+                self._create_error_detail(
+                    "value",
+                    f"Claim with id {self.claim_id} does not exist.",
+                    self.claim_id,
+                )
+            )
+        ]
+
+    def _get_error_details(self, method: Any) -> list[InitErrorDetails]:
+        errors = super()._get_error_details(method)
+        if not Claim.objects.filter(id=self.claim_id).exists():
+            errors.append(
+                self._create_error_detail(
+                    "value",
+                    f"Claim with id {self.claim_id} does not exist.",
+                    self.claim_id,
+                )
+            )
+        return errors
+
+
+class AddClaimLabel(_ClaimLabelBase):
+    """Effect to add a label to a Claim."""
+
+    class Meta:
+        effect_type = EffectType.ADD_CLAIM_LABEL
+
+    @property
+    def values(self) -> dict[str, Any]:
+        """The values for adding a claim label."""
+        return {
+            "claim_id": str(self.claim_id),
+            "labels": [
+                label.to_dict() if isinstance(label, Label) else {"name": label}
+                for label in self.labels
+            ],
+        }
+
+
+class RemoveClaimLabel(_ClaimLabelBase):
+    """Effect to remove a label from a Claim."""
+
+    class Meta:
+        effect_type = EffectType.REMOVE_CLAIM_LABEL
+
+    labels: conlist(str, min_length=1)  # type: ignore
+
+    @property
+    def values(self) -> dict[str, Any]:
+        """The values for removing a claim label."""
+        return {"claim_id": str(self.claim_id), "labels": list(self.labels)}
+
+
+__exports__ = (
+    "Label",
+    "AddClaimLabel",
+    "RemoveClaimLabel",
+)

canvas-0.74.0/canvas_sdk/effects/claim_line_item.py

@@ -0,0 +1,47 @@
+from typing import Any
+from uuid import UUID
+
+from pydantic_core import InitErrorDetails
+
+from canvas_sdk.effects.base import EffectType, _BaseEffect
+from canvas_sdk.v1.data import ClaimLineItem
+
+
+class UpdateClaimLineItem(_BaseEffect):
+    """
+    An Effect that updates a Claim Line Item.
+    """
+
+    class Meta:
+        effect_type = EffectType.UPDATE_CLAIM_LINE_ITEM
+
+    claim_line_item_id: str | UUID
+    charge: float | None = None
+
+    @property
+    def values(self) -> dict[str, Any]:
+        """The values for the payload."""
+        if self.charge is None:
+            return {}
+        return {"charge": str(self.charge)}
+
+    @property
+    def effect_payload(self) -> dict[str, Any]:
+        """The payload of the effect."""
+        return {"data": self.values, "claim_line_item_id": str(self.claim_line_item_id)}
+
+    def _get_error_details(self, method: Any) -> list[InitErrorDetails]:
+        errors = super()._get_error_details(method)
+
+        if not ClaimLineItem.objects.filter(id=self.claim_line_item_id).exists():
+            errors.append(
+                self._create_error_detail(
+                    "value",
+                    "Claim Line Item does not exist",
+                    self.claim_line_item_id,
+                )
+            )
+        return errors
+
+
+__exports__ = ("UpdateClaimLineItem",)

{canvas-0.73.0 → canvas-0.74.0}/canvas_sdk/effects/note/note.py

@@ -1,9 +1,11 @@
 import datetime
+import json
 from typing import Any
 from uuid import UUID
 
 from pydantic_core import InitErrorDetails
 
+from canvas_sdk.effects import Effect
 from canvas_sdk.effects.note.base import NoteOrAppointmentABC
 from canvas_sdk.v1.data import Note as NoteModel
 from canvas_sdk.v1.data import NoteType, Patient
@@ -28,6 +30,14 @@ class Note(NoteOrAppointmentABC):
     patient_id: str | None = None
     title: str | None = None
 
+    def push_charges(self) -> Effect:
+        """Pushes BillingLineItems from the Note to the associated Claim. Identicial to clicking the Push Charges button in the note footer."""
+        self._validate_before_effect("push_charges")
+        return Effect(
+            type="PUSH_NOTE_CHARGES",
+            payload=json.dumps({"note": self.instance_id}),
+        )
+
     def _get_error_details(self, method: Any) -> list[InitErrorDetails]:
         """
         Validates the note type category and returns a list of error details if validation fails.
@@ -40,6 +50,34 @@ class Note(NoteOrAppointmentABC):
         """
         errors = super()._get_error_details(method)
 
+        if method == "push_charges":
+            if not self.instance_id:
+                errors.append(
+                    self._create_error_detail(
+                        "missing",
+                        "Field 'instance_id' is required to push charges from a note to a claim.",
+                        None,
+                    )
+                )
+            elif not (note := NoteModel.objects.filter(id=self.instance_id).first()):
+                errors.append(
+                    self._create_error_detail(
+                        "value",
+                        f"Note with ID {self.instance_id} does not exist.",
+                        self.instance_id,
+                    )
+                )
+            elif not note.note_type_version or not note.note_type_version.is_billable:
+                errors.append(
+                    self._create_error_detail(
+                        "value",
+                        f"Note with note type {note.note_type_version} is not billable and has no associated claim.",
+                        note.note_type_version,
+                    )
+                )
+
+            return errors
+
         if method == "create":
             if not self.note_type_id:
                 errors.append(

{canvas-0.73.0 → canvas-0.74.0}/canvas_sdk/v1/data/claim_line_item.py

@@ -5,7 +5,7 @@ from django.db import models
 from django.db.models import Q, Sum
 from django.db.models.functions import Coalesce
 
-from canvas_sdk.v1.data.base import TimestampedModel
+from canvas_sdk.v1.data.base import IdentifiableModel, TimestampedModel
 from canvas_sdk.v1.data.note import PracticeLocationPOS
 
 
@@ -106,7 +106,7 @@ class ClaimLineItemQuerySet(models.QuerySet):
         return self.exclude(proc_code=LineItemCodes.UNLINKED.value).apply_ordering()
 
 
-class ClaimLineItem(TimestampedModel):
+class ClaimLineItem(TimestampedModel, IdentifiableModel):
     """ClaimLineItem."""
 
     class Meta:

{canvas-0.73.0 → canvas-0.74.0}/plugin_runner/allowed-module-imports.json

@@ -234,6 +234,14 @@
     "CreateEvent",
     "EventRecurrence"
   ],
+  "canvas_sdk.effects.claim_label": [
+    "AddClaimLabel",
+    "Label",
+    "RemoveClaimLabel"
+  ],
+  "canvas_sdk.effects.claim_line_item": [
+    "UpdateClaimLineItem"
+  ],
   "canvas_sdk.effects.compound_medications": [
     "CompoundMedication"
   ],

{canvas-0.73.0 → canvas-0.74.0}/protobufs/canvas_generated/messages/effects.proto

@@ -274,6 +274,11 @@ enum EffectType {
   UPDATE_BILLING_LINE_ITEM = 2031;
   REMOVE_BILLING_LINE_ITEM = 2032;
 
+  ADD_CLAIM_LABEL = 2050;
+  REMOVE_CLAIM_LABEL = 2051;
+
+  UPDATE_CLAIM_LINE_ITEM = 2080;
+
   SHOW_PATIENT_PORTAL_MENU_ITEMS = 2100;
   PORTAL_WIDGET = 2101;
 
@@ -288,6 +293,7 @@ enum EffectType {
 
   CREATE_NOTE = 6000;
   UPDATE_NOTE = 6013;
+  PUSH_NOTE_CHARGES = 5500;
   FAX_NOTE = 6019;
 
   CREATE_APPOINTMENT = 6001;

{canvas-0.73.0 → canvas-0.74.0}/pyproject.toml

@@ -58,7 +58,7 @@ license = "MIT"
 name = "canvas"
 readme = "README.md"
 requires-python = ">=3.11,<3.13"
-version = "0.73.0"
+version = "0.74.0"
 
 [project.optional-dependencies]
 test-utils = [