feat(research): add research study management functionality

- Implemented models for ResearchStudy, ResearchStudyArm, and ResearchParticipant.
- Created views for listing, creating, updating, and exporting research studies.
- Added bulk participant generation feature with CSV and JSON support.
- Developed templates for study management, participant entry, and bulk generation.
- Introduced URL routing for research study operations.
- Added utility functions for randomisation and participant assignment.
- Implemented participant intake process with demographic data collection.
- Ensured proper handling of participant CIDs and assignment methods.

atlas/models.py

@@ -1458,6 +1458,47 @@ class CaseCollection(ExamOrCollectionGenericBase):
         default=VIEWER_MODE_CHOICES.BUILT_IN,
     )
 
+    # -----------------------------------------------------------------------
+    # Marking configuration
+    # These fields can be defined here so that the same CaseCollection can be
+    # reused in multiple research studies or standalone with consistent marking.
+    # -----------------------------------------------------------------------
+    marking_scheme_name = models.CharField(
+        max_length=255,
+        blank=True,
+        help_text="Human-readable mark scheme name shown to markers and in exports.",
+    )
+    marking_guidance = models.TextField(
+        blank=True,
+        help_text="Plain-language marking guidance displayed to markers.",
+    )
+    case_question_max_score = models.PositiveIntegerField(
+        null=True,
+        blank=True,
+        help_text="Maximum score per case used for normalisation. Defaults to 10 when not set.",
+    )
+
+    # -----------------------------------------------------------------------
+    # Case question template
+    # When set, this JSON schema is used as a default for all CaseDetail entries
+    # in the collection that do not have their own question_schema.
+    # -----------------------------------------------------------------------
+    case_question_template = models.JSONField(
+        null=True,
+        blank=True,
+        help_text=(
+            "JSON schema applied as a default question template for all cases in this collection. "
+            "Individual cases can override via CaseDetail.question_schema."
+        ),
+    )
+    auto_apply_question_template = models.BooleanField(
+        default=False,
+        help_text=(
+            "If enabled, the case_question_template is automatically applied to new cases "
+            "added to this collection that do not have an existing question_schema."
+        ),
+    )
+
     def get_app_name(self):
         return "atlas"
 
@@ -1546,6 +1587,38 @@ class CaseCollection(ExamOrCollectionGenericBase):
         else:
             return cases[new_index]
 
+    def apply_question_template_to_cases(self, overwrite_existing=False):
+        """
+        Apply case_question_template to all CaseDetail entries in this collection.
+
+        Args:
+            overwrite_existing: If True, overwrite existing question_schema on CaseDetails.
+                                 If False (default), only apply to cases without a schema.
+
+        Returns:
+            int: Number of CaseDetail entries updated.
+        """
+        if not self.case_question_template:
+            return 0
+
+        casedetails = self.casedetail_set.all()
+        updated = 0
+        for cd in casedetails:
+            if overwrite_existing or not cd.question_schema:
+                cd.question_schema = self.case_question_template
+                cd.save(update_fields=["question_schema"])
+                updated += 1
+        return updated
+
+    def get_effective_question_schema(self, casedetail):
+        """
+        Return the effective question schema for a CaseDetail.
+        Uses the individual CaseDetail schema if set, otherwise falls back to the collection template.
+        """
+        if casedetail.question_schema:
+            return casedetail.question_schema
+        return self.case_question_template
+
 
     def get_index_of_case(self, case, case_count=False):
         cases = list(self.get_cases())