Ross
c94d2fb1a7
- 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.
173 lines
7.2 KiB
HTML
173 lines
7.2 KiB
HTML
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<title>Research Platform Extension - Implementation Summary</title>
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<h1>Research Platform Extension</h1>
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<p class="muted">Generated: 12 May 2026</p>
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<p>
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The Atlas app was extended to support multi-study research workflows that randomise participants
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to packeted case collections while reusing existing collection-taking, timing, marking, and attempt models.
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</p>
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<div>
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<span class="tag">Randomisation on site</span>
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<span class="tag">Pseudo-ID workflow</span>
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<span class="tag">Per-packet marking config</span>
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<span class="tag">CSV/JSON export</span>
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</div>
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</div>
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<h2>Implemented Data Model</h2>
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<ul>
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<li><code>ResearchStudy</code>: study container with slug, active flag, demographic collection toggle, and randomisation mode.</li>
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<li><code>ResearchStudyArm</code>: packet definition linked to existing <code>CaseCollection</code>, including weighting and marking scheme metadata.</li>
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<li><code>ResearchParticipant</code>: pseudo-ID keyed participant with demographic fields, consent flag, assigned arm, and generated CID credential link.</li>
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</ul>
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<p>Migration generated: <code>atlas/migrations/0103_researchstudy_researchstudyarm_researchparticipant.py</code>.</p>
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</div>
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<div class="card">
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<h2>Participant Flow</h2>
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<ul>
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<li>Participant visits: <code>/atlas/research/run/<study_slug>/<pseudo_id>/</code>.</li>
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<li>Site captures consent and simple demographics (configurable per study).</li>
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<li>Participant is randomised to a packet (study arm) by configured strategy.</li>
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<li>A dedicated <code>CidUser</code> credential is created and attached to the participant if needed.</li>
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<li>Assigned packet <code>CaseCollection</code> is launched via existing candidate collection routes.</li>
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</ul>
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<p class="ok">This reuses current Atlas taking/timing/marking behavior and avoids changes to candidate-facing scoring internals.</p>
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</div>
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<div class="card">
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<h2>Randomisation Logic</h2>
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<table>
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<thead>
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<tr><th>Mode</th><th>Behavior</th></tr>
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</thead>
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<tbody>
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<tr><td>Completely random</td><td>Weighted random choice over active arms using <code>allocation_weight</code>.</td></tr>
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<tr><td>Balanced (equal-fill)</td><td>Assigns to least-filled active arm; tie broken randomly.</td></tr>
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<tr><td>Balanced within group</td><td>If enabled, balancing is applied within <code>candidate_group</code> strata.</td></tr>
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</tbody>
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</table>
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</div>
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<div class="card">
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<h2>Marking and Scoring</h2>
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<ul>
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<li>Existing answer models remain in use: <code>CidReportAnswer</code> / <code>UserReportAnswer</code>.</li>
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<li>Existing collection mark views remain functional for non-technical markers.</li>
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<li>Per-packet configuration fields added on study arm:
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<ul>
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<li><code>marking_scheme_name</code></li>
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<li><code>marking_guidance</code></li>
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<li><code>scoring_mode</code> and <code>max_case_score</code> for normalised exports</li>
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</ul>
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</li>
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</ul>
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<p class="warn">Current marker UI itself is unchanged; packet-specific configuration is reflected in study management and exports.</p>
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</div>
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<div class="card">
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<h2>Management and Export</h2>
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<div class="grid">
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<div>
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<h3>Management Views</h3>
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<ul>
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<li><code>/atlas/research/</code> list studies</li>
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<li><code>/atlas/research/create/</code> create study</li>
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<li><code>/atlas/research/<pk>/</code> study detail + packets + participants</li>
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<li><code>/atlas/research/<pk>/update/</code> update study</li>
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<li><code>/atlas/research/<pk>/arm/<arm_id>/update/</code> update packet</li>
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</ul>
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</div>
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<div>
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<h3>Exports</h3>
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<ul>
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<li><code>/atlas/research/<pk>/export.csv</code></li>
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<li><code>/atlas/research/<pk>/export.json</code></li>
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</ul>
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<p>Export rows include demographics, assignment metadata, credential ID, attempt status, and raw/normalised scores.</p>
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</div>
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</div>
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</div>
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<div class="card">
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<h2>Files Added/Updated</h2>
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<ul>
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<li>Updated: <code>atlas/models.py</code>, <code>atlas/forms.py</code>, <code>atlas/views.py</code>, <code>atlas/urls.py</code>, <code>atlas/admin.py</code></li>
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<li>Added templates:
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<ul>
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<li><code>atlas/templates/atlas/research_study_list.html</code></li>
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<li><code>atlas/templates/atlas/research_study_form.html</code></li>
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<li><code>atlas/templates/atlas/research_study_detail.html</code></li>
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<li><code>atlas/templates/atlas/research_study_arm_form.html</code></li>
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<li><code>atlas/templates/atlas/research_participant_entry.html</code></li>
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</ul>
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</li>
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<li>Added migration: <code>atlas/migrations/0103_researchstudy_researchstudyarm_researchparticipant.py</code></li>
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</ul>
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</div>
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<div class="card">
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<h2>Compatibility Notes</h2>
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<ul>
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<li>No existing collection, case, or answer model behavior was removed.</li>
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<li>Randomisation and participant routing are additive and isolated to new research URLs.</li>
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<li>Author/editor permission pattern is respected for study management views.</li>
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</ul>
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</div>
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</div>
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</body>
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