improve the linked cases editor

atlas/models.py

@@ -888,14 +888,22 @@ class Case(models.Model, AuthorMixin, QuestionMixin):
         except (TypeError, ValueError):
             return None
 
-    def get_effective_study_date(self):
-        if self.study_date:
-            return self.study_date
-
+    def _get_series_study_date(self):
         for series in self.get_ordered_series():
             image = series.images.filter(removed=False).first()
             if not image:
                 continue
+
+            tags = getattr(image, "basic_dicom_tags", None) or {}
+            raw_date = (
+                tags.get("StudyDate")
+                or tags.get("AcquisitionDate")
+                or tags.get("SeriesDate")
+            )
+            parsed = self._parse_dicom_date(raw_date)
+            if parsed:
+                return parsed
+
             try:
                 ds = image.get_dicom_data()
             except Exception:
@@ -914,6 +922,20 @@ class Case(models.Model, AuthorMixin, QuestionMixin):
 
         return None
 
+    def get_effective_study_date(self):
+        if self.study_date:
+            return self.study_date
+
+        return self._get_series_study_date()
+
+    def save(self, *args, **kwargs):
+        if self.pk and not self.study_date:
+            derived_study_date = self._get_series_study_date()
+            if derived_study_date:
+                self.study_date = derived_study_date
+
+        super().save(*args, **kwargs)
+
     def get_app_name(self):
         return "atlas"
 
@@ -1352,6 +1374,20 @@ class SeriesImage(SeriesImageBase):
     #        }}
 
 
+@receiver(post_save, sender=SeriesImage)
+def _populate_case_study_date_on_series_image_save(sender, instance, **kwargs):
+    if not instance.series_id:
+        return
+
+    tags = instance.basic_dicom_tags or {}
+    raw_date = tags.get("StudyDate") or tags.get("AcquisitionDate") or tags.get("SeriesDate")
+    parsed = Case._parse_dicom_date(raw_date)
+    if not parsed:
+        return
+
+    Case.objects.filter(series=instance.series, study_date__isnull=True).update(study_date=parsed)
+
+
 @receiver(pre_save, sender=SeriesImage)
 def _capture_previous_series_for_series_image(sender, instance, **kwargs):
     if not getattr(instance, "pk", None):
@@ -2084,6 +2120,17 @@ class SeriesDetail(models.Model):
     class Meta:
         ordering = ("sort_order",)
 
+
+@receiver(post_save, sender=SeriesDetail)
+def _populate_case_study_date_on_series_link(sender, instance, created, **kwargs):
+    case = instance.case
+    if case.study_date:
+        return
+
+    derived_study_date = case._get_series_study_date()
+    if derived_study_date:
+        Case.objects.filter(pk=case.pk, study_date__isnull=True).update(study_date=derived_study_date)
+
 class CaseDisplaySet(models.Model, AuthorMixin):
     """
     This is analogous to a SeriesFinding but for a Case (it has

atlas/templates/atlas/linked_cases_overview.html

@@ -1,4 +1,5 @@
 {% extends "atlas/base.html" %}
+{% load crispy_forms_tags %}
 
 {% block content %}
     <div class="container py-4">
@@ -15,6 +16,12 @@
                 {% if direct_next %}
                     <a class="btn btn-outline-secondary" href="{% url 'atlas:linked_cases_overview' direct_next.pk %}">Next in chain</a>
                 {% endif %}
+                {% if can_edit_chain and not show_case_editor %}
+                    <a class="btn btn-outline-info" href="{% url 'atlas:linked_cases_overview' current_case.pk %}?show_editor=1">Open case series editor</a>
+                {% endif %}
+                {% if show_case_editor %}
+                    <a class="btn btn-outline-secondary" href="{% url 'atlas:linked_cases_overview' current_case.pk %}">Hide case series editor</a>
+                {% endif %}
             </div>
         </div>
 
@@ -33,6 +40,7 @@
 
                     <form method="post">
                         {% csrf_token %}
+                        <input type="hidden" name="form_action" value="study_dates">
                         <div class="table-responsive">
                             <table class="table table-dark table-hover align-middle mb-0">
                                 <thead>
@@ -96,6 +104,77 @@
             </div>
         {% endif %}
 
+        {% if show_case_editor and case_editor_formset %}
+            <div class="card border-info-subtle shadow-sm mb-4">
+                <div class="card-body">
+                    <div class="d-flex flex-wrap justify-content-between align-items-start gap-3 mb-3">
+                        <div>
+                            <h2 class="h5 mb-1">Case Series Editor</h2>
+                            <p class="text-muted mb-0">Edit full case details across this linked chain in one pass, then optionally copy a single field from one case to every other case.</p>
+                        </div>
+                        <div class="small text-muted">
+                            Editable: {{ editable_case_count }}
+                            {% if locked_case_count %} · Read-only: {{ locked_case_count }}{% endif %}
+                        </div>
+                    </div>
+
+                    <form method="post">
+                        {% csrf_token %}
+                        <input type="hidden" name="form_action" value="case_series_editor">
+                        {{ case_editor_formset.management_form }}
+
+                        <div class="row g-2 align-items-end mb-3">
+                            <div class="col-md-4">
+                                <label class="form-label form-label-sm mb-1">Copy field from case</label>
+                                <select class="form-select form-select-sm" name="apply_from_case">
+                                    <option value="">No field propagation</option>
+                                    {% for row in case_editor_rows %}
+                                        <option value="{{ row.case.pk }}" {% if case_editor_selected_source == row.case.pk|stringformat:'s' %}selected{% endif %}>
+                                            {{ row.case.pk }} · {{ row.case.title|default:"Untitled case" }}
+                                        </option>
+                                    {% endfor %}
+                                </select>
+                            </div>
+                            <div class="col-md-5">
+                                <label class="form-label form-label-sm mb-1">Field to copy to all linked cases</label>
+                                <select class="form-select form-select-sm" name="apply_field">
+                                    <option value="">Choose a field</option>
+                                    {% for value, label in case_editor_apply_field_choices %}
+                                        <option value="{{ value }}" {% if case_editor_selected_field == value %}selected{% endif %}>{{ label }}</option>
+                                    {% endfor %}
+                                </select>
+                            </div>
+                            <div class="col-md-3">
+                                <div class="small text-muted">Apply runs after saving any edits you make below.</div>
+                            </div>
+                        </div>
+
+                        <div class="accordion" id="linked-case-editor-accordion">
+                            {% for row in case_editor_rows %}
+                                <div class="accordion-item mb-2 border-secondary-subtle">
+                                    <h2 class="accordion-header" id="editor-heading-{{ row.case.pk }}">
+                                        <button class="accordion-button {% if not row.is_current %}collapsed{% endif %}" type="button" data-bs-toggle="collapse" data-bs-target="#editor-body-{{ row.case.pk }}" aria-expanded="{% if row.is_current %}true{% else %}false{% endif %}" aria-controls="editor-body-{{ row.case.pk }}">
+                                            <span class="fw-semibold">Case {{ row.case.pk }} · {{ row.case.title|default:"Untitled case" }}</span>
+                                            {% if row.is_current %}<span class="badge text-bg-primary ms-2">Current</span>{% endif %}
+                                        </button>
+                                    </h2>
+                                    <div id="editor-body-{{ row.case.pk }}" class="accordion-collapse collapse {% if row.is_current %}show{% endif %}" aria-labelledby="editor-heading-{{ row.case.pk }}" data-bs-parent="#linked-case-editor-accordion">
+                                        <div class="accordion-body">
+                                            {{ row.form|crispy }}
+                                        </div>
+                                    </div>
+                                </div>
+                            {% endfor %}
+                        </div>
+
+                        <div class="d-flex justify-content-end mt-3">
+                            <button type="submit" class="btn btn-info">Save case series editor changes</button>
+                        </div>
+                    </form>
+                </div>
+            </div>
+        {% endif %}
+
         <div class="row g-3 mb-4">
             <div class="col-lg-8">
                 <div class="card border-secondary-subtle shadow-sm h-100">

atlas/tests/test_cases.py

@@ -1,9 +1,10 @@
 import json
+import datetime
 
 from django.http import HttpResponse
 from django.urls import reverse
 import pytest
-from atlas.models import CaseCollection, Finding, Condition
+from atlas.models import Case, CaseCollection, Finding, Condition
 #from atlas.views import GenericExamViews
 from pytest_django.asserts import assertRedirects, assertContains, assertQuerySetEqual
 from django.test import TestCase
@@ -179,3 +180,56 @@ def test_linked_cases_overview_can_copy_study_date_to_chain(client, create_user,
 
     assert str(case1.study_date) == "2026-01-10"
     assert str(case2.study_date) == "2026-01-10"
+
+
+@pytest.mark.django_db
+def test_case_save_auto_populates_study_date_when_missing(monkeypatch, make_case):
+    expected_date = datetime.date(2026, 2, 14)
+    monkeypatch.setattr(Case, "_get_series_study_date", lambda self: expected_date)
+
+    case = make_case(title="Autodate Case")
+    case.study_date = None
+    case.save(update_fields=["study_date"])
+    case.refresh_from_db()
+
+    assert case.study_date == expected_date
+
+
+@pytest.mark.django_db
+def test_case_save_preserves_manual_study_date(monkeypatch, make_case):
+    manual_date = datetime.date(2026, 3, 1)
+    monkeypatch.setattr(Case, "_get_series_study_date", lambda self: datetime.date(2026, 4, 1))
+
+    case = make_case(title="Manual Date Case")
+    case.study_date = manual_date
+    case.save(update_fields=["study_date"])
+    case.refresh_from_db()
+
+    assert case.study_date == manual_date
+
+
+@pytest.mark.django_db
+def test_linked_cases_editor_is_hidden_until_requested(client, create_user, make_case):
+    user = create_user
+    case1 = make_case(title="Case 1")
+    case2 = make_case(title="Case 2")
+    case2.previous_case = case1
+    case2.save(update_fields=["previous_case"])
+
+    case1.author.add(user)
+    case2.author.add(user)
+
+    client.force_login(user)
+
+    response_default = client.get(
+        reverse("atlas:linked_cases_overview", kwargs={"case_id": case1.pk})
+    )
+    assert response_default.status_code == 200
+    assertContains(response_default, "Open case series editor")
+    assert "Case Series Editor" not in response_default.content.decode("utf-8")
+
+    response_with_editor = client.get(
+        reverse("atlas:linked_cases_overview", kwargs={"case_id": case1.pk}) + "?show_editor=1"
+    )
+    assert response_with_editor.status_code == 200
+    assertContains(response_with_editor, "Case Series Editor")

atlas/views.py

@@ -59,6 +59,7 @@ from django.http import Http404, JsonResponse
 from django.http import HttpResponseRedirect, HttpResponse
 from django.contrib.contenttypes.models import ContentType
 from django.forms.widgets import HiddenInput
+from django.forms import modelformset_factory
 import zipfile
 import os
 from django.core.files.base import ContentFile
@@ -9545,7 +9546,12 @@ def reorder_series(request, case_pk):
 
 def linked_cases_overview(request, case_id):
     """
-    Display the linked-case chain around a case, including prior and follow-up cases.
+    Display and manage a linked-case chain.
+
+    Scope:
+    - Read-only overview of previous/current/next linked cases.
+    - Study-date editing for relative timeline management.
+    - On-demand bulk case-series editor for updating full case fields across the chain.
     """
     case = get_object_or_404(Case, pk=case_id)
 
@@ -9568,44 +9574,158 @@ def linked_cases_overview(request, case_id):
         pass
 
     chain_cases = previous_cases + [case] + next_cases
+    chain_case_ids = [linked_case.pk for linked_case in chain_cases]
+    editable_chain_case_ids = [
+        linked_case.pk
+        for linked_case in chain_cases
+        if linked_case.check_user_can_edit(request.user)
+    ]
     direct_previous = previous_cases[-1] if previous_cases else None
     direct_next = next_cases[0] if next_cases else None
 
-    if request.method == "POST":
-        if not case.check_user_can_edit(request.user):
-            raise PermissionDenied("You do not have permission to edit this case chain.")
+    case_editor_prefix = "case_series_editor"
+    show_case_editor = request.GET.get("show_editor") == "1"
+    case_editor_selected_field = ""
+    case_editor_selected_source = ""
 
-        apply_to_all_from = request.POST.get("apply_to_all_from")
-        updated_cases = 0
+    case_editor_apply_fields = [
+        field_name
+        for field_name in CaseForm.Meta.fields
+        if field_name != "previous_case"
+    ]
+    case_editor_apply_field_choices = [
+        (
+            field_name,
+            str(Case._meta.get_field(field_name).verbose_name).replace("_", " ").title(),
+        )
+        for field_name in case_editor_apply_fields
+    ]
 
-        if apply_to_all_from:
-            source_case = next(
-                (linked_case for linked_case in chain_cases if str(linked_case.pk) == apply_to_all_from),
-                None,
+    case_editor_formset_factory = modelformset_factory(Case, form=CaseForm, extra=0)
+
+    def build_case_editor_formset(data=None):
+        queryset = (
+            Case.objects.filter(pk__in=editable_chain_case_ids)
+            .prefetch_related(
+                "subspecialty",
+                "condition",
+                "presentation",
+                "pathological_process",
+                "procedures",
             )
-            if source_case and source_case.check_user_can_edit(request.user):
-                source_date = _parse_study_date(request.POST.get(f"study_date_{source_case.pk}"))
+        )
+        formset = case_editor_formset_factory(
+            data=data,
+            queryset=queryset,
+            prefix=case_editor_prefix,
+            form_kwargs={"user": request.user},
+        )
+        forms_by_pk = {form.instance.pk: form for form in formset.forms}
+        ordered_rows = []
+        for linked_case in chain_cases:
+            form = forms_by_pk.get(linked_case.pk)
+            if form is None:
+                continue
+            ordered_rows.append(
+                {
+                    "case": linked_case,
+                    "form": form,
+                    "is_current": linked_case.pk == case.pk,
+                }
+            )
+        return formset, ordered_rows
+
+    case_editor_formset = None
+    case_editor_rows = []
+
+    if request.method == "POST":
+        form_action = request.POST.get("form_action", "study_dates")
+
+        if form_action == "case_series_editor":
+            if not editable_chain_case_ids:
+                raise PermissionDenied("You do not have permission to edit this case chain.")
+
+            show_case_editor = True
+            case_editor_selected_field = request.POST.get("apply_field", "")
+            case_editor_selected_source = request.POST.get("apply_from_case", "")
+            case_editor_formset, case_editor_rows = build_case_editor_formset(request.POST)
+
+            if case_editor_formset.is_valid():
+                case_editor_formset.save()
+
+                applied_count = 0
+                if case_editor_selected_field and case_editor_selected_source:
+                    if case_editor_selected_field not in case_editor_apply_fields:
+                        messages.error(request, "Select a valid field to apply across the linked series.")
+                    else:
+                        source_case = Case.objects.filter(
+                            pk=case_editor_selected_source,
+                            pk__in=editable_chain_case_ids,
+                        ).first()
+                        if source_case is None:
+                            messages.error(request, "Select a valid source case for field propagation.")
+                        else:
+                            target_cases = Case.objects.filter(pk__in=editable_chain_case_ids).exclude(pk=source_case.pk)
+                            case_field = Case._meta.get_field(case_editor_selected_field)
+                            if case_field.many_to_many:
+                                source_values = list(getattr(source_case, case_editor_selected_field).all())
+                                for target_case in target_cases:
+                                    getattr(target_case, case_editor_selected_field).set(source_values)
+                                    applied_count += 1
+                            else:
+                                source_value = getattr(source_case, case_editor_selected_field)
+                                for target_case in target_cases:
+                                    if getattr(target_case, case_editor_selected_field) != source_value:
+                                        setattr(target_case, case_editor_selected_field, source_value)
+                                        target_case.save(update_fields=[case_editor_selected_field])
+                                        applied_count += 1
+
+                            if applied_count:
+                                messages.success(request, f"Applied {case_editor_selected_field} to {applied_count} linked case(s).")
+
+                messages.success(request, "Saved linked case editor changes.")
+                return redirect(f"{reverse('atlas:linked_cases_overview', kwargs={'case_id': case.pk})}?show_editor=1")
+
+            messages.error(request, "Please correct the errors in the linked case editor form.")
+
+        else:
+            if not case.check_user_can_edit(request.user):
+                raise PermissionDenied("You do not have permission to edit this case chain.")
+
+            apply_to_all_from = request.POST.get("apply_to_all_from")
+            updated_cases = 0
+
+            if apply_to_all_from:
+                source_case = next(
+                    (linked_case for linked_case in chain_cases if str(linked_case.pk) == apply_to_all_from),
+                    None,
+                )
+                if source_case and source_case.check_user_can_edit(request.user):
+                    source_date = _parse_study_date(request.POST.get(f"study_date_{source_case.pk}"))
+                    for linked_case in chain_cases:
+                        if not linked_case.check_user_can_edit(request.user):
+                            continue
+                        if linked_case.study_date != source_date:
+                            linked_case.study_date = source_date
+                            linked_case.save(update_fields=["study_date"])
+                            updated_cases += 1
+                    messages.success(request, f"Applied the study date to {updated_cases} case(s).")
+            else:
                 for linked_case in chain_cases:
                     if not linked_case.check_user_can_edit(request.user):
                         continue
-                    if linked_case.study_date != source_date:
-                        linked_case.study_date = source_date
+                    raw_value = request.POST.get(f"study_date_{linked_case.pk}", "").strip()
+                    new_date = _parse_study_date(raw_value)
+                    if linked_case.study_date != new_date:
+                        linked_case.study_date = new_date
                         linked_case.save(update_fields=["study_date"])
                         updated_cases += 1
-                messages.success(request, f"Applied the study date to {updated_cases} case(s).")
-        else:
-            for linked_case in chain_cases:
-                if not linked_case.check_user_can_edit(request.user):
-                    continue
-                raw_value = request.POST.get(f"study_date_{linked_case.pk}", "").strip()
-                new_date = _parse_study_date(raw_value)
-                if linked_case.study_date != new_date:
-                    linked_case.study_date = new_date
-                    linked_case.save(update_fields=["study_date"])
-                    updated_cases += 1
-            messages.success(request, f"Updated {updated_cases} linked case date(s).")
+                messages.success(request, f"Updated {updated_cases} linked case date(s).")
 
-        return redirect("atlas:linked_cases_overview", case_id=case.pk)
+            return redirect("atlas:linked_cases_overview", case_id=case.pk)
+
+    if show_case_editor and editable_chain_case_ids:
+        case_editor_formset, case_editor_rows = build_case_editor_formset()
 
     linked_case_rows = []
     anchor_date = next(
@@ -9642,6 +9762,15 @@ def linked_cases_overview(request, case_id):
             "current_index": len(previous_cases) + 1,
             "direct_previous": direct_previous,
             "direct_next": direct_next,
+            "show_case_editor": show_case_editor,
+            "case_editor_formset": case_editor_formset,
+            "case_editor_rows": case_editor_rows,
+            "case_editor_apply_field_choices": case_editor_apply_field_choices,
+            "case_editor_selected_field": case_editor_selected_field,
+            "case_editor_selected_source": case_editor_selected_source,
+            "case_editor_prefix": case_editor_prefix,
+            "editable_case_count": len(editable_chain_case_ids),
+            "locked_case_count": len(chain_case_ids) - len(editable_chain_case_ids),
         },
     )