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function main_v28

A test function that validates email template rendering by testing multiple HTML email templates with sample data structures for document review and approval workflows.

File: /tf/active/vicechatdev/test_comprehensive_templates.py

testing email-templates validation document-management template-rendering

function create_document

Creates a new controlled document in a document management system with versioning, audit trails, and optional initial content.

File: /tf/active/vicechatdev/document_controller_backup.py

document-management controlled-documents document-creation versioning audit-trail

function search_documents

Searches for documents in a Neo4j graph database based on multiple optional filter criteria including text query, document type, department, status, and owner.

File: /tf/active/vicechatdev/document_controller_backup.py

search documents neo4j cypher database-query

function _view_document

Views and downloads the current version of a document, with special handling for FileCloud-stored documents versus locally stored documents.

File: /tf/active/vicechatdev/document_controller_backup.py

document-management file-download filecloud storage panel

function _download_current_version

Downloads the current version of a document from either FileCloud storage or standard storage, handling different storage types and triggering a browser download.

File: /tf/active/vicechatdev/document_controller_backup.py

document-management file-download filecloud storage panel

function get_document_v6

Retrieves all versions of a document from the database given its unique identifier (UID).

File: /tf/active/vicechatdev/document_controller_backup.py

document-management version-control database-query error-handling controller

class DocumentDetail

Document detail view component

File: /tf/active/vicechatdev/document_detail_backup.py

class documentdetail

function controlled_docs_navigation

Navigation controller for a Streamlit-based controlled documents module that manages document and review dashboards with URL parameter-based routing.

File: /tf/active/vicechatdev/datacapture_integrated.py

streamlit navigation ui routing document-management

class DocumentDetail_v1

Document detail view component

File: /tf/active/vicechatdev/document_detail_old.py

class documentdetail

function index_v3

Flask route handler that serves as the application's main entry point, redirecting users to either the chat page if authenticated or the login page if not.

File: /tf/active/vicechatdev/vice_ai/app.py

flask routing authentication redirect web-application

class ControlledDocumentFlaskApp

Main Flask application class for Controlled Document Management System.

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

class controlleddocumentflaskapp

function import_document_from_filecloud

Imports a document from FileCloud into the system by extracting metadata, creating a controlled document record, downloading the file content, creating a document version, and uploading it back to FileCloud with proper folder structure.

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

document-management filecloud import file-upload metadata

function initialize_system

Initializes the CDocs document management system by setting up database connections, FileCloud integration, document sharing validation, and API routes.

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

initialization system-startup database filecloud api-routes

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 DocumentVersion_v1

Model representing a specific version of a controlled document.

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

class documentversion

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_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 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 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_user_pending_approvals

Retrieves all pending approval assignments for a specific user, with optional filtering by completion status and date range, returning structured approval data for UI display.

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

approval-management user-approvals document-workflow pagination date-filtering

function check_document_permissions_on_startup_v1

Performs a system-wide startup check to verify and update document permissions for all documents in the system, ensuring permissions align with document status.

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

startup permissions document-management audit system-initialization

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 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 manage_user_share_access

Manages user access permissions (read-only or edit) to a specific document version share in FileCloud, creating the share if it doesn't exist.

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

filecloud document-sharing access-control permissions user-management

function enable_document_training

Enables training requirements for a controlled document, setting validity period, quiz requirements, and instructions for users who need to complete training on the document.

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

training document-management compliance authorization audit

function assign_user_training

Assigns training requirements to multiple users for a specific controlled document, validating permissions, document training status, and user existence before creating assignments.

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

training-management document-control user-assignment permission-check audit-logging

function get_document_training_assignments

Retrieves training assignments and configuration for a specific controlled document, including assigned users and training requirements.

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

training-management document-control permission-check user-assignments compliance

function disable_document_training

Disables the training requirement for a specific controlled document, verifying user permissions and logging the action to the audit trail.

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

training-management document-control permissions audit-logging authorization

function download_document_from_filecloud

Downloads a document version from FileCloud storage, with optional availability checking and audit logging for user-initiated downloads.

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

file-download document-management filecloud version-control audit-logging

function get_document_metadata_from_filecloud

Retrieves metadata for a specific document (and optionally a specific version) from FileCloud storage system.

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

document-management metadata filecloud storage controlled-documents

function process_document_signing

Initiates a document signing workflow through FileCloud's Signority integration, creating a signing request for specified signers and sending notification emails.

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

document-signing e-signature filecloud signority 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.