Status and Lifecycle Reference

This reference lists the main states users encounter and explains what each state means in the current implementation.

User Accounts

Status	Meaning
`ACTIVE`	User can authenticate, subject to password and permission rules
`INACTIVE`	Login is blocked; assignments are deactivated when the account is deactivated

must_change_password=true is an additional account flag. It restricts the user to profile, password-change, and logout operations until a new password is set.

Patients

Status	Meaning
`ACTIVE`	Active patient record
`CONSULTATION`	Patient is in the consultation stage
`MAINTENANCE`	Patient is in maintenance/follow-up care
`COMPLETED`	Main treatment workflow is completed

Patient inactivity/deletion is stored separately from the clinical status. An inactive patient can be reactivated by an Administrator. Permanent deletion requires the patient to be inactive first.

Assignment Requests

Status	Meaning
`PENDING`	Waiting for the target Orthodontist or Dental Surgeon
`APPROVED`	Assignment or removal was accepted and applied
`REJECTED`	Requested change was refused or invalidated by an account change

Assignment request action types are ASSIGN and REMOVE.

Visits

Status	Meaning
`SCHEDULED`	Future or pending appointment
`COMPLETED`	Visit took place and was completed
`CANCELLED`	Visit was cancelled
`DID_NOT_ATTEND`	Patient did not attend

Reminder state is tracked separately with reminder_sent_at and a manual/automatic source. The reminder service avoids sending the same reminder more than once after it is recorded.

Clinic Queue

Status	Meaning
`IN_WAITING_ROOM`	Patient has arrived and is waiting
`UNDER_CONSULTATION`	Consultation is in progress
`UNDER_TREATMENT`	Treatment is in progress
`COMPLETED`	Queue workflow is complete

Queue priority values supported by the backend are LOW, NORMAL, HIGH, and URGENT.

Student Cases

Status	Meaning
`ASSIGNED`	Case is assigned and active
`PENDING_VERIFICATION`	Work has been submitted for supervisor verification
`VERIFIED`	Supervisor accepted the case state
`REJECTED`	Supervisor rejected the submitted case state

The current browser page emphasizes task-level supervision while retaining these case-level statuses for filtering and summary.

Student Tasks

Status	Meaning
`ASSIGNED`	Task has been assigned but not started
`IN_PROGRESS`	Student is working on the task or supervisor returned it for more work
`COMPLETED`	Student marked work complete; supervisor acceptance may still be pending
`REVIEWED`	Supervisor accepted the task; it moves to reviewed history

A task is displayed as overdue when it has passed its deadline and has not reached the reviewed state.

Treatment Execution

Status	Meaning
`PLANNED`	Procedure is planned but not started
`IN_PROGRESS`	Procedure/work is underway
`COMPLETED`	Procedure completed successfully
`PARTIAL`	Only part of the planned work was completed
`FAILED`	Planned outcome was not achieved
`CANCELLED`	Planned work was cancelled

Clinical note types are DIAGNOSIS, TREATMENT, OBSERVATION, PROGRESS, and SUPERVISOR_REVIEW.

Payments

Status	Meaning
`PENDING`	Amount is expected but not fully paid
`PAID`	Payment completed
`PARTIAL`	Only part of the amount was paid
`REFUNDED`	Payment was refunded
`VOID`	Record was voided

Payment methods are CASH, CARD, BANK_TRANSFER, ONLINE, CHEQUE, and OTHER.

Inventory

Alert	Rule
`NORMAL`	Quantity is above the minimum threshold
`LOW_STOCK`	Quantity is positive but at or below the minimum threshold
`OUT_OF_STOCK`	Quantity is zero

Inventory transaction types are:

IN for incoming/restocked quantity;
OUT for consumed/removed quantity; and
ADJUSTMENT for a direct stock correction.

Patient material usage creates corresponding transactions and keeps the inventory quantity synchronized when usage records are created, edited, deleted, or restored.

Recycle Bins and Permanent Deletion

Record type	Browser role that manages deletion/bin
Patient	Administrator
User	Administrator
Document	Orthodontist
Diagnosis/treatment note	Orthodontist
Dental-chart version	Orthodontist
Payment record	Administrator
Patient material usage	Administrator
Inventory item	Nurse

Most permanent-delete operations require the record to be in its inactive/trash state first. Permanent deletion is irreversible and may remove associated object-storage content or reassign protected references, depending on the record type.

Audit Events

Important mutations and authentication actions are written to audit_logs, including login/logout, user changes, assignments, clinical record changes, queue changes, password actions, and deletion/restoration actions.

Audit rows are read-only in the application. The retention job deletes rows older than the configured period (180 days by default). If archival is enabled, rows are copied to audit_logs_archive before deletion.