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Development History - InnoQualis EQMS

This document provides a concise history of major development milestones and feature implementations. For detailed technical implementation logs, see the codebase commit history.

Last Updated: January 2025

Major Feature Implementations​

Phase 1-3: Configurable Document Workflow System (January 2025)​

Status: ✅ Complete

Key Features:

  • Document Type Management: Admin-configurable document types with default workflow templates
  • Workflow Template System: Customizable workflow templates with states, transitions, and approval rules
  • State-Based Approvals: Role-based and user-specific approval rules per workflow state
  • Auto-Transitions: Automatic state transitions when approval requirements are met
  • Workflow History: Complete audit trail of all workflow state transitions

Key Migrations:

  • 20250115_01_create_workflow_system.py - Core workflow system tables

API Endpoints:

  • /api/document-types - Document type CRUD (admin)
  • /api/workflow-templates - Workflow template management (admin)
  • Document upload/approval APIs enhanced with workflow support

Phase 6: CAPA Draft Approval Workflow (January 2025)​

Status: ✅ Complete

Key Features:

  • Draft Status: CAPAs without linked documents start as 'draft' status
  • QA Approval Required: Draft CAPAs require QA Manager or Admin approval before activation
  • Many-to-Many Deviations: CAPAs can link to multiple deviations via association table
  • Auto-Activation: Once approved, draft CAPAs transition to 'open' and actions are auto-created

Key Migrations:

  • 20250128_03_capa_deviation_associations.py - CAPA-deviation many-to-many associations

API Endpoints:

  • POST /capa/{capa_id}/approve-draft - Approve draft CAPAs (QA/Admin)

Phase 7: Dynamic Deviation Form Builder (January 2025)​

Status: ✅ Complete

Key Features:

  • Template-Based Forms: Configurable form templates with sections and fields
  • Field Types: Support for text, textarea, select, document_picker, capa_picker, image, file uploads
  • AI Integration: AI-powered field suggestions (e.g., severity classification with confidence scores)
  • Related Items: Link deviations to multiple documents and CAPAs via picker fields
  • Attachment Support: Image and file uploads with captions and descriptions

Key Migrations:

  • 20250128_04_deviation_form_builder.py - Form builder tables and deviation form data storage
  • 20250128_05_ai_classification_fields.py - AI classification fields on deviations

API Endpoints:

  • /api/admin/deviation-form-templates - Form template CRUD (admin)
  • /api/admin/deviation-form-templates/public - Public template access
  • /api/deviations/suggest-severity - AI severity suggestion endpoint
  • Enhanced /api/deviations creation endpoint with form data support

Phase 9-10: Comprehensive Dashboard System (January 2025)​

Status: ✅ Complete

Key Features:

  • Assigned Items: Training, deviations, and CAPAs assigned to current user
  • Pending Approvals: Documents, deviations, and CAPAs (including drafts) pending approval
  • KPI Metrics: Comprehensive metrics for documents, deviations, CAPAs, and training
  • Overdue Tracking: Items past due dates with visual indicators
  • Approaching Deadlines: Items with deadlines within 24 hours

API Endpoints:

  • /api/dashboard/assigned-items - User-assigned items
  • /api/dashboard/pending-approvals - Items pending approval
  • /api/dashboard/overdue-items - Overdue items
  • /api/dashboard/approaching-deadlines - Approaching deadline items
  • /api/dashboard/stats - Comprehensive KPI metrics

Frontend Components:

  • AssignedItemsSection - User-assigned items display
  • PendingApprovalsSection - Pending approvals display
  • KPIDashboard - Comprehensive KPI dashboard with tabs

Database Migrations Summary​

Key migrations implementing major features:

Migration FileFeatureDate
20250115_01_create_workflow_system.pyWorkflow systemJanuary 2025
20250128_03_capa_deviation_associations.pyCAPA-deviation associationsJanuary 2025
20250128_04_deviation_form_builder.pyDeviation form builderJanuary 2025
20250128_05_ai_classification_fields.pyAI classificationJanuary 2025

Development Phases Completed​

  1. Phase 1-3: Configurable Document Workflow System ✅
  2. Phase 4: Frontend Workflow Management UI ✅
  3. Phase 5: Migration Testing ✅
  4. Phase 6: CAPA Draft Approval Workflow ✅
  5. Phase 7: Dynamic Deviation Form Builder ✅
  6. Phase 9-10: Comprehensive Dashboard System ✅

Current Status​

All major feature implementations from the development log are complete and integrated. The system is production-ready with comprehensive compliance validation, testing coverage, and documentation.

Related Documentation: