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Search Results for "approvalcycle"

Found 41 matching component(s)

• class ControlledDocumentApp

  Main application class for the Controlled Document Management System. This class initializes all components and provides the main Panel interface for the application. It is designed to be served via `panel serve` command and integrates with the existing datacapture application.

  File: /tf/active/vicechatdev/CDocs/main.py

  class controlleddocumentapp

• class ApprovalComment

  Model class representing a comment made during a document approval cycle, with support for resolution tracking and database persistence.

  File: /tf/active/vicechatdev/CDocs/models/approval_bis.py

  approval comment document-workflow database-model graph-database

• class ApprovalCycle

  Model representing an approval cycle for a document version.

  File: /tf/active/vicechatdev/CDocs/models/approval_bis.py

  class approvalcycle

• class ApprovalComment_v1

  A model class representing a comment made during a document approval cycle, with support for resolution tracking and database persistence.

  File: /tf/active/vicechatdev/CDocs/models/approval.py

  approval comment document-management workflow resolution-tracking

• class ApprovalCycle_v1

  Model representing a approval cycle for a document version.

  File: /tf/active/vicechatdev/CDocs/models/approval.py

  class approvalcycle

• class ApproverAssignment_v1

  Model class representing an approver assignment within an approval cycle, managing the relationship between an approver and their approval task including status, decisions, and timeline tracking.

  File: /tf/active/vicechatdev/CDocs/models/approval.py

  approval workflow assignment approver database-model

• class NodeLabels

  A constants class that defines string labels for different node types in a Neo4j graph database schema for a document management system (CDocs).

  File: /tf/active/vicechatdev/CDocs/db/schema_manager.py

  constants neo4j graph-database node-labels document-management

• function migrate_approval_cycles

  Migrates legacy Approval nodes and their related structures to the new ApprovalCycle model in a Neo4j graph database, creating ApprovalCycle nodes and ApproverAssignment nodes while maintaining relationships with DocumentVersion nodes.

  File: /tf/active/vicechatdev/CDocs/db/schema_manager.py

  database-migration neo4j graph-database approval-workflow data-transformation

• function create_approval_cycle_v1

  Creates a new approval cycle for a controlled document, managing approver assignments, permissions, notifications, and audit logging.

  File: /tf/active/vicechatdev/CDocs/controllers/approval_controller.py

  approval-workflow document-management access-control permissions audit-trail

• function get_approval_cycle

  Retrieves detailed information about an approval cycle by its UID, with optional inclusion of comments and associated document details.

  File: /tf/active/vicechatdev/CDocs/controllers/approval_controller.py

  approval-workflow document-management data-retrieval graph-database neo4j

• function get_document_approval_cycles

  Retrieves all approval cycles associated with a specific document, with optional filtering for active cycles only.

  File: /tf/active/vicechatdev/CDocs/controllers/approval_controller.py

  approval-management document-control database-query neo4j approval-cycles

• function get_user_assigned_approvals_v1

  Retrieves all approval assignments for a specific user with optional filtering by status, including associated approval cycles, documents, and version information.

  File: /tf/active/vicechatdev/CDocs/controllers/approval_controller.py

  approval-workflow document-management user-assignments pagination controller

• function add_approval_comment

  Adds a comment to an approval cycle for a controlled document, with support for threaded comments, different comment types, and automatic notifications to relevant stakeholders.

  File: /tf/active/vicechatdev/CDocs/controllers/approval_controller.py

  approval comment document-management collaboration permissions

• function update_approval_comment

  Updates an approval comment's text and/or status with permission checks, audit logging, and notifications for resolved comments.

  File: /tf/active/vicechatdev/CDocs/controllers/approval_controller.py

  approval-workflow comment-management permission-control audit-logging notification

• function complete_approval

  Completes an approval cycle by recording a user's approval decision (APPROVED, REJECTED, etc.) and managing the approval workflow, including sequential approver activation and final cycle completion.

  File: /tf/active/vicechatdev/CDocs/controllers/approval_controller.py

  approval workflow document-management decision-tracking permissions

• function close_approval_cycle

  Closes a completed approval cycle and optionally updates the associated document's status, with permission checks, audit logging, and notifications.

  File: /tf/active/vicechatdev/CDocs/controllers/approval_controller.py

  approval-management document-workflow permission-control status-transition audit-logging

• function cancel_approval_cycle

  Cancels an active approval cycle for a controlled document, updating the approval status, notifying approvers, and reverting the document to DRAFT status if no other active approvals exist.

  File: /tf/active/vicechatdev/CDocs/controllers/approval_controller.py

  approval-management document-control workflow cancellation permissions

• function extend_approval_deadline

  Extends the deadline for an active approval cycle, validating permissions and business rules, then notifying affected approvers.

  File: /tf/active/vicechatdev/CDocs/controllers/approval_controller.py

  approval-management deadline-extension document-control permission-check audit-trail

• function add_approver_to_active_approval

  Adds a new approver to an active approval cycle for a controlled document, with optional sequence ordering and custom instructions.

  File: /tf/active/vicechatdev/CDocs/controllers/approval_controller.py

  approval-workflow document-management access-control permissions notifications

• function remove_approver_from_active_approval

  Removes an approver from an active approval cycle with permission checks, validation, and notification handling.

  File: /tf/active/vicechatdev/CDocs/controllers/approval_controller.py

  approval-management document-control permission-check workflow audit-trail

• function get_approval_statistics_v1

  Retrieves comprehensive approval statistics from a Neo4j graph database, including counts of total, pending, completed, approved, and rejected approval cycles and decisions, along with calculated approval rates.

  File: /tf/active/vicechatdev/CDocs/controllers/approval_controller.py

  statistics analytics approval-workflow neo4j graph-database

• function manage_document_permissions

  Comprehensive function to manage document sharing and user permissions. This function: 1. Creates a share only if needed for active users 2. Adds/updates users with appropriate permissions based on their roles 3. Removes users who shouldn't have access anymore 4. Cleans up shares that are no longer needed 5. Manages ACL entries for write permissions on the document's folder Args: document: The document to manage permissions for Returns: Dict: Result of permission updates with detailed information

  File: /tf/active/vicechatdev/CDocs/controllers/share_controller.py

  function manage_document_permissions

• function update_approver_permissions

  Updates file access permissions for approvers when an approval cycle changes by delegating to the main document permission management function.

  File: /tf/active/vicechatdev/CDocs/controllers/share_controller.py

  permissions approval document-management access-control filecloud

• function get_user_access_url

  Retrieves a share URL for a document version and determines the appropriate access level (read/write) for a specific user based on their role (owner, author, reviewer, approver) and the document's current status.

  File: /tf/active/vicechatdev/CDocs/controllers/share_controller.py

  access-control permissions document-management role-based-access workflow

• function create_approval_cycle

  Creates a new approval cycle for a document, assigning approvers with configurable workflow options (sequential/parallel), instructions, and due dates.

  File: /tf/active/vicechatdev/CDocs/controllers/approval_controller_bis.py

  approval-workflow document-management transaction permission-check notification

• function get_approval_cycle_v1

  Retrieves an approval cycle by its unique identifier (UID) and optionally includes associated comments and document information.

  File: /tf/active/vicechatdev/CDocs/controllers/approval_controller_bis.py

  approval document-management workflow database-query controlled-documents

• function get_document_approvals

  Retrieves all approval cycles associated with a specific document, with optional filtering for active cycles only.

  File: /tf/active/vicechatdev/CDocs/controllers/approval_controller_bis.py

  approval-management document-control database-query neo4j graph-database

• function get_user_assigned_approvals

  Retrieves and paginates approval cycles assigned to a specific user, with optional filtering by status and completion state.

  File: /tf/active/vicechatdev/CDocs/controllers/approval_controller_bis.py

  approval-management user-assignments pagination filtering document-workflow

• function add_approval_comment_v1

  Adds a comment to an approval cycle with optional location information, page references, and reply threading. Validates user permissions, logs audit trails, and sends notifications to other approvers for issue-type comments.

  File: /tf/active/vicechatdev/CDocs/controllers/approval_controller_bis.py

  approval comment document-management collaboration audit-trail

• function update_approval_comment_v1

  Updates an existing approval comment in a document approval workflow, allowing modification of comment text and status (e.g., marking as resolved) with permission checks and audit logging.

  File: /tf/active/vicechatdev/CDocs/controllers/approval_controller_bis.py

  approval-workflow comment-management permission-control audit-logging document-management

• function complete_approval_v1

  Records a user's approval decision (APPROVED or REJECTED) for a document in an approval cycle, updating the approval status and document state accordingly.

  File: /tf/active/vicechatdev/CDocs/controllers/approval_controller_bis.py

  approval-workflow document-management business-rules transaction-management audit-trail

• function close_approval_cycle_v1

  Administratively closes an approval cycle by setting a final decision (APPROVED or REJECTED), updating the associated document status, and notifying relevant stakeholders.

  File: /tf/active/vicechatdev/CDocs/controllers/approval_controller_bis.py

  approval-management administrative-action document-workflow transaction-management permission-control

• function cancel_approval_cycle_v1

  Cancels an active approval cycle, reverting the associated document to draft status, logging the cancellation, and notifying all pending approvers.

  File: /tf/active/vicechatdev/CDocs/controllers/approval_controller_bis.py

  approval-workflow document-management transaction permissions audit-trail

• function extend_approval_deadline_v1

  Extends the deadline of an active approval cycle, validates permissions, logs the change, and notifies pending approvers of the new due date.

  File: /tf/active/vicechatdev/CDocs/controllers/approval_controller_bis.py

  approval-management deadline-extension workflow permissions audit-trail

• function add_approver_to_active_approval_v1

  Adds a new approver to an active approval cycle with permission checks, validation, audit logging, and email notifications.

  File: /tf/active/vicechatdev/CDocs/controllers/approval_controller_bis.py

  approval-workflow document-management access-control permission-check audit-logging

• function remove_approver_from_active_approval_v1

  Removes an approver from an active approval cycle with permission checks, audit logging, and notifications.

  File: /tf/active/vicechatdev/CDocs/controllers/approval_controller_bis.py

  approval-workflow document-management permission-control audit-logging notification

• function get_approval_statistics

  Retrieves and calculates approval cycle statistics for a specified date range, including counts by status, average completion time, and overdue approvals.

  File: /tf/active/vicechatdev/CDocs/controllers/approval_controller_bis.py

  reporting statistics approval-workflow analytics neo4j

• function get_user_pending_approvals_v1

  Retrieves a filtered list of approval cycles pending action from a specific user, ensuring the user has current approval authority for each returned item.

  File: /tf/active/vicechatdev/CDocs/controllers/approval_controller_bis.py

  approval-workflow user-tasks document-management filtering authorization

• function get_document_v1

  Retrieves comprehensive details of a controlled document by its UID, including optional version history, review cycles, and approval workflows.

  File: /tf/active/vicechatdev/CDocs/controllers/document_controller.py

  document-management retrieval controlled-documents version-control review-workflow

• function prepare_audit_data_for_document_processor

  Prepares comprehensive audit data for a controlled document version, aggregating information from document history, reviews, approvals, and audit events into a structured format for DocumentProcessor.

  File: /tf/active/vicechatdev/CDocs/controllers/document_controller.py

  audit document-management compliance data-aggregation pdf-generation

• class ApprovalPanel_v1

  Approval management interface component

  File: /tf/active/vicechatdev/CDocs/ui/approval_panel.py

  class approvalpanel

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