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Feature: show providers' documents in the attachment manager#2295

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LiamStanziani wants to merge 8 commits intohotfix/01232026from
feat/show-providers-private-documents-attachment-manager
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Feature: show providers' documents in the attachment manager#2295
LiamStanziani wants to merge 8 commits intohotfix/01232026from
feat/show-providers-private-documents-attachment-manager

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@LiamStanziani
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@LiamStanziani LiamStanziani commented Feb 17, 2026

NOTE: THIS DESCRIPTION AND FUNCTIONALITY IS IN PROGRESS, THE DESCRIPTION HIGHLIGHTS THE OLD VERSION OF THIS FEATURE, AND WILL BE UPDATED LATER WHEN THE FULL IMPLEMENTATION IS APPROVED

In this PR, I have:

  • Added functionality so that the attachment manager page (viewed through either consultations, or eForms), will show a section for private provider documents, and will pull the currently logged in provider's documents and show in the section

I have tested this by:

  • Creating multiple private documents, ensuring that the attachment manager page shows the private document section, and the correct private documents are listed/viewable

Summary by Sourcery

Expose provider-specific private documents in the attachment manager for both consultation requests and general document previews.

New Features:

  • Display a "Private Documents" section in the attachment manager listing the logged-in provider’s private documents with selection and preview controls.

Enhancements:

  • Populate attachment manager views with provider private documents fetched for the logged-in provider across consultation and document preview flows.

Summary by cubic

Shows the logged-in provider’s private documents and all public provider documents in the attachment manager for consultations and eForms. Adds “Private Provider Documents,” “Public Provider Documents,” renames “Documents” to “Patient Documents,” and surfaces soft-deleted attachments.

  • New Features

    • Fetches provider private/public docs via EDocUtil.getProviderPrivateDocs(...) and getProviderPublicDocs(...) in DocumentPreview2Action and ConsultationAttachDocs2Action.
    • Renders new sections with select-all, preview, and “show more” (first 20); updates labels/tooltips and HTML-encodes doc titles.
    • Persists selections when switching categories in consultations and eForms; warns on attaching private provider documents and skips the warning for pre-attached ones.
  • Bug Fixes

    • Merges soft-deleted attached docs into the correct sections and marks them as “(deleted)” with muted styling; adds null guards and wraps lists to avoid errors.
    • Fixes provider document detach by correcting entry identifiers; updates confirmation dialog copy for clarity.
    • Simplifies provider doc checkbox IDs to match the name+value===id convention, removing unnecessary fallback resolution.

Written for commit cccb179. Summary will update on new commits.

Summary by CodeRabbit

Release Notes

  • New Features
    • Provider-specific private documents are now accessible within document attachment and preview interfaces.
    • Users can view, select, and preview private documents scoped to their provider account, complete with select-all and expand functionality.

@LiamStanziani LiamStanziani self-assigned this Feb 17, 2026
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sourcery-ai bot commented Feb 17, 2026

Reviewer's Guide

Adds support for showing the logged-in provider’s private documents in the attachment manager for consultations and eForms by fetching provider-specific private docs server-side and rendering a new selectable, paginated “Private Documents” section in the JSP.

Sequence diagram for loading provider private documents in attachment manager

sequenceDiagram
    actor Provider
    participant Browser
    participant ConsultationAttachDocs2Action
    participant DocumentPreview2Action
    participant EDocUtil
    participant JSP_attachDocument

    Provider->>Browser: Open attachment manager (consultation or eForm)
    Browser->>ConsultationAttachDocs2Action: HTTP GET /consultation/attachDocs
    ConsultationAttachDocs2Action->>EDocUtil: listDocs(loggedInInfo, demographic, demographicNo, null, PRIVATE, OBSERVATIONDATE)
    EDocUtil-->>ConsultationAttachDocs2Action: allDocuments
    ConsultationAttachDocs2Action->>EDocUtil: listDocs(loggedInInfo, providers, providerNo, null, PRIVATE, OBSERVATIONDATE)
    EDocUtil-->>ConsultationAttachDocs2Action: providerPrivateDocs
    ConsultationAttachDocs2Action->>ConsultationAttachDocs2Action: build attachedDocumentIds
    ConsultationAttachDocs2Action->>JSP_attachDocument: Forward with allDocuments, providerPrivateDocs, allLabs, allForms, allEForms

    alt eForm preview flow
        Provider->>Browser: Open attachment manager from eForm
        Browser->>DocumentPreview2Action: HTTP GET /document/preview
        DocumentPreview2Action->>EDocUtil: listDocs(loggedInInfo, demographic, demographicNo, null, PRIVATE, OBSERVATIONDATE)
        EDocUtil-->>DocumentPreview2Action: allDocuments
        DocumentPreview2Action->>EDocUtil: listDocs(loggedInInfo, providers, providerNo, null, PRIVATE, OBSERVATIONDATE)
        EDocUtil-->>DocumentPreview2Action: providerPrivateDocs
        DocumentPreview2Action->>JSP_attachDocument: Forward with allDocuments, providerPrivateDocs, allHRMDocuments, allLabsSortedByVersions, allForms
    end

    JSP_attachDocument-->>Browser: Render attachment manager with Private Documents section
    Provider->>Browser: Select and preview provider private documents
    Browser->>DocumentPreview2Action: getPdf(DOC, docId, renderEDocPDF)
    DocumentPreview2Action-->>Browser: PDF response
Loading

Class diagram for actions populating provider private documents

classDiagram
    class ConsultationAttachDocs2Action {
        +String fetchAll()
        -HttpServletRequest request
        -DocumentAttachmentManager documentAttachmentManager
        -FormsManager formsManager
        -EFormManager eFormManager
        -LoggedInInfo loggedInInfo
        -String demographicNo
        -String requestId
        -List~EDoc~ allDocuments
        -List~EDoc~ providerPrivateDocs
        -List~EDoc~ attachedDocuments
    }

    class DocumentPreview2Action {
        -HttpServletRequest request
        -DocumentAttachmentManager documentAttachmentManager
        -FormsManager formsManager
        -void populateCommonDocs(LoggedInInfo loggedInInfo, String demographicNo)
        -List~EDoc~ allDocuments
        -List~EDoc~ providerPrivateDocs
        -List~AttachmentLabResultData~ allLabsSortedByVersions
        -List~EctFormData.PatientForm~ allForms
    }

    class EDocUtil {
        +List~EDoc~ listDocs(LoggedInInfo loggedInInfo, String type, String ownerId, String requestId, int visibility, EDocSort sort)
        <<static>>
        +int PRIVATE
        +EDocSort EDocSort
    }

    class JSP_attachDocument {
        +allDocuments
        +providerPrivateDocs
        +allLabs
        +allForms
        +allEForms
        +allHRMDocuments
        +allLabsSortedByVersions
        +renderPrivateDocumentsSection()
    }

    ConsultationAttachDocs2Action --> EDocUtil : uses listDocs demographic
    ConsultationAttachDocs2Action --> EDocUtil : uses listDocs providers
    ConsultationAttachDocs2Action --> JSP_attachDocument : sets providerPrivateDocs

    DocumentPreview2Action --> EDocUtil : uses listDocs demographic
    DocumentPreview2Action --> EDocUtil : uses listDocs providers
    DocumentPreview2Action --> JSP_attachDocument : sets providerPrivateDocs
Loading

File-Level Changes

Change Details Files
Render a new Private Documents section in the attachment manager UI when provider private documents are available, including bulk-select, preview, and show-more behaviour.
  • Add a conditional JSP block that renders a Private Documents header and list if providerPrivateDocs is not empty
  • Render each provider document as a checkbox with description and observation date plus a Preview button wired to getPdf
  • Add select-all checkbox that calls existing toggleSelectAll helper for items with a provider-specific ID prefix
  • Add a Show More button that reveals documents beyond the first 20 using existing showAll behaviour and CSS classes
src/main/webapp/documentManager/attachDocument.jsp
Populate provider-specific private documents in backend actions for both generic document preview and consultation attach flows, and expose them to the JSP as request attributes.
  • In DocumentPreview2Action.populateCommonDocs, fetch private documents for the logged-in provider using EDocUtil.listDocs with type 'providers' and the providerNo
  • Set the fetched providerPrivateDocs on the request so the JSP can render them
  • In ConsultationAttachDocs2Action.fetchAll, similarly fetch provider private docs for the logged-in provider and attach them to the request
  • Leave existing demographic document, labs, forms, and attached-doc retrieval logic unchanged while augmenting request attributes with providerPrivateDocs
src/main/java/ca/openosp/openo/documentManager/actions/DocumentPreview2Action.java
src/main/java/ca/openosp/openo/encounter/oscarConsultationRequest/pageUtil/ConsultationAttachDocs2Action.java

Possibly linked issues

  • #[Feature]: PR implements the feature request by loading and displaying providerPrivateDocs in the attachment manager UI.

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coderabbitai bot commented Feb 17, 2026

📝 Walkthrough

Walkthrough

Two action classes are updated to retrieve provider-scoped private documents and expose them as request attributes. A JSP view is modified to display these provider-private documents in a new UI section alongside existing document listings.

Changes

Cohort / File(s) Summary
Backend Document Retrieval
src/main/java/ca/openosp/openo/documentManager/actions/DocumentPreview2Action.java, src/main/java/ca/openosp/openo/encounter/oscarConsultationRequest/pageUtil/ConsultationAttachDocs2Action.java
Added retrieval of provider-scoped private documents using EDocUtil.listDocs with type "providers", logged-in provider number, PRIVATE access level, and OBSERVATIONDATE sort. Documents exposed to view via request attribute.
Frontend Document Display
src/main/webapp/documentManager/attachDocument.jsp
New UI section rendering "Private Documents" with header, checkbox-enabled item list (first 20 shown), per-item Preview buttons, select-all functionality, and "Show More" toggle. Follows existing document section patterns.

Estimated code review effort

🎯 2 (Simple) | ⏱️ ~12 minutes

Suggested reviewers

  • D3V41

Poem

🐰 A provider's secrets now shine bright,
Private docs bundled left and right,
New UI sections, mirrors so fine,
Fetch, display, and align,
The document dance—all working right! 📋

🚥 Pre-merge checks | ✅ 2 | ❌ 1

❌ Failed checks (1 warning)

Check name Status Explanation Resolution
Docstring Coverage ⚠️ Warning Docstring coverage is 50.00% which is insufficient. The required threshold is 80.00%. Write docstrings for the functions missing them to satisfy the coverage threshold.
✅ Passed checks (2 passed)
Check name Status Explanation
Description Check ✅ Passed Check skipped - CodeRabbit’s high-level summary is enabled.
Title check ✅ Passed The title accurately summarizes the primary change: adding a feature to display providers' private documents in the attachment manager, which is the main objective of the PR.

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🧪 Generate unit tests (beta)
  • Create PR with unit tests
  • Post copyable unit tests in a comment
  • Commit unit tests in branch feat/show-providers-private-documents-attachment-manager

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Summary of Changes

Hello @LiamStanziani, I'm Gemini Code Assist1! I'm currently reviewing this pull request and will post my feedback shortly. In the meantime, here's a summary to help you and other reviewers quickly get up to speed!

This pull request enhances the attachment manager functionality by introducing a dedicated section for private documents owned by the logged-in provider. This allows providers to easily view and manage their personal documents directly within the attachment interface, improving accessibility and workflow efficiency.

Highlights

  • Attachment Manager Enhancement: Added a new section within the attachment manager page to display private documents belonging to the currently logged-in provider.
  • Provider Document Retrieval: Implemented logic to fetch and make available the private documents associated with the logged-in provider for display.
  • User Interface Update: Integrated UI components for listing, selecting, and previewing these private provider documents, including 'Select all' and 'Show More' features.
Changelog
  • src/main/java/ca/openosp/openo/documentManager/actions/DocumentPreview2Action.java
    • Retrieved the logged-in provider's number.
    • Fetched a list of private documents associated with the logged-in provider.
    • Made the fetched provider private documents available to the request attributes.
  • src/main/java/ca/openosp/openo/encounter/oscarConsultationRequest/pageUtil/ConsultationAttachDocs2Action.java
    • Retrieved the logged-in provider's number.
    • Fetched a list of private documents associated with the logged-in provider.
    • Made the fetched provider private documents available to the request attributes.
  • src/main/webapp/documentManager/attachDocument.jsp
    • Added a new conditional section to display 'Private Documents' if providerPrivateDocs are not empty.
    • Implemented a list (
        ) to iterate and display each private document.
      • Included 'Select all' checkbox functionality for private documents.
      • Added a 'Show More' button for lists exceeding 20 private documents.
      • Provided a 'Preview' button for each private document.
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coderabbitai bot commented Feb 17, 2026

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Review triggered.

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Hey - I've found 1 issue, and left some high level feedback:

  • The logic to fetch provider private documents in both DocumentPreview2Action.populateCommonDocs and ConsultationAttachDocs2Action.fetchAll is duplicated; consider extracting a shared helper to reduce repetition and keep behavior consistent.
  • The 'Show X More Private Documents' button always computes ${providerPrivateDocs.size() - 20} even when size ≤ 20 and only hides via CSS; you may want to render the button and its title text conditionally so the DOM doesn’t contain negative or misleading counts.
  • The select-all checkbox calls toggleSelectAll(this, 'providerDocument_'); but the individual provider checkboxes use IDs starting with providerDocNo and class providerDocument_check; verify and align the selector/prefix so the select-all behavior works for this new section.
Prompt for AI Agents
Please address the comments from this code review:

## Overall Comments
- The logic to fetch provider private documents in both DocumentPreview2Action.populateCommonDocs and ConsultationAttachDocs2Action.fetchAll is duplicated; consider extracting a shared helper to reduce repetition and keep behavior consistent.
- The 'Show X More Private Documents' button always computes `${providerPrivateDocs.size() - 20}` even when size ≤ 20 and only hides via CSS; you may want to render the button and its title text conditionally so the DOM doesn’t contain negative or misleading counts.
- The select-all checkbox calls `toggleSelectAll(this, 'providerDocument_');` but the individual provider checkboxes use IDs starting with `providerDocNo` and class `providerDocument_check`; verify and align the selector/prefix so the select-all behavior works for this new section.

## Individual Comments

### Comment 1
<location> `src/main/webapp/documentManager/attachDocument.jsp:381-382` </location>
<code_context>
+                                           onclick="toggleSelectAll(this, 'providerDocument_');" value="providerDocument_check"
+                                           title="Select/un-select all private documents."/>
+                                    <label for="selectAllProviderDocuments">Select all</label>
+                                    <button class="show-all-button ${providerPrivateDocs.size() > 20 ? '' : 'hide'}"
+                                            type="button" title="Show ${providerPrivateDocs.size() - 20} More Private Documents"
+                                            onclick="showAll(this, 'providerDoc')">Show ${providerPrivateDocs.size() - 20} More
+                                        Private Documents
</code_context>

<issue_to_address>
**issue (bug_risk):** When there are fewer than 20 private documents, the hidden button will still contain a negative count in its text/title.

The button is visually hidden when `providerPrivateDocs.size() <= 20`, but the title and label still compute `size() - 20`, so with 5 docs the DOM contains “Show -15 More Private Documents”. This is misleading for assistive tech and could become visible if styles change. Consider only rendering the button when `size() > 20`, or clamping/omitting the count when `size() <= 20`.
</issue_to_address>

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Comment thread src/main/webapp/documentManager/attachDocument.jsp Outdated
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Code Review

This pull request adds the functionality to display a provider's private documents in the attachment manager. The changes in the Java action classes correctly fetch the private documents and pass them to the JSP. The JSP is updated to render these documents in a new section. My review has identified a couple of areas with significant code duplication, both in the Java action classes and in the JSP file. I've left comments with suggestions on how to refactor this duplicated code to improve maintainability and consistency. Addressing these points would make the code cleaner and easier to manage in the future.

Comment thread src/main/webapp/documentManager/attachDocument.jsp
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Actionable comments posted: 2

Caution

Some comments are outside the diff and can’t be posted inline due to platform limitations.

⚠️ Outside diff range comments (1)
src/main/java/ca/openosp/openo/encounter/oscarConsultationRequest/pageUtil/ConsultationAttachDocs2Action.java (1)

80-171: ⚠️ Potential issue | 🔴 Critical

Missing SecurityInfoManager.hasPrivilege() check in action methods.

The coding guidelines require all Struts2 actions to include SecurityInfoManager.hasPrivilege() checks before performing operations, with the security check as the first operation before any business logic. The fetchAll() method lacks this check. This method accesses sensitive patient health information (labs, documents, forms, eforms, HRM data) without privilege verification, creating a security gap.

Add a privilege check at the top of fetchAll():

Proposed fix
 public String fetchAll() {
+    if (!securityInfoManager.hasPrivilege(LoggedInInfo.getLoggedInInfoFromSession(request), "_con", "r", null)) {
+        throw new SecurityException("missing required sec object (_con)");
+    }
 
     LoggedInInfo loggedInInfo = LoggedInInfo.getLoggedInInfoFromSession(request);

Also inject SecurityInfoManager as a field:

 FaxManager faxManager = SpringUtils.getBean(FaxManager.class);
+SecurityInfoManager securityInfoManager = SpringUtils.getBean(SecurityInfoManager.class);
🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed.

In
`@src/main/java/ca/openosp/openo/encounter/oscarConsultationRequest/pageUtil/ConsultationAttachDocs2Action.java`
around lines 80 - 171, The fetchAll() action is missing the required privilege
check; inject a SecurityInfoManager field (e.g., private SecurityInfoManager
securityInfoManager; via SpringUtils.getBean or as a class member) and at the
very start of fetchAll() call securityInfoManager.hasPrivilege(loggedInInfo,
<appropriate-privilege-constant>) (use the same LoggedInInfo obtained by
LoggedInInfo.getLoggedInInfoFromSession(request)); if the check fails return the
appropriate security result (e.g., "security" or redirect/HTTP 403) immediately
before any business logic (before populating labs/docs/forms/HRM) to prevent
access to patient data. Ensure the call and early return are placed in
ConsultationAttachDocs2Action.fetchAll().
🤖 Prompt for all review comments with AI agents
Verify each finding against the current code and only fix it if needed.

Inline comments:
In `@src/main/webapp/documentManager/attachDocument.jsp`:
- Line 391: The title attribute is inserting document.description directly into
HTML (title="${ document.description }") creating an XSS risk; change the
attribute to use an encoder such as OWASP Encoder's
Encode.forHtmlAttribute(document.getDescription()) or JSTL
fn:escapeXml(document.description) so the value is HTML-attribute-encoded;
update both occurrences that set title from document.description (the new code
at line ~391 and the pre-existing one around line ~355) to call the encoder
instead of embedding the raw property, keeping the existing <c:out> usage for
label content unchanged.
- Line 389: The private-document checkbox input currently includes the class
"document_check" so toggleSelectAll(this, 'document_') also toggles private
docs; update the input element in attachDocument.jsp (the checkbox with
class="providerDocument_check document_check") to remove the "document_check"
prefix (e.g., use "private_document_check" or just "providerDocument_check") so
it no longer matches the 'document_' selector used by toggleSelectAll; if you
introduce a new class like "private_document_check", ensure any JS that should
target private docs is updated accordingly.

---

Outside diff comments:
In
`@src/main/java/ca/openosp/openo/encounter/oscarConsultationRequest/pageUtil/ConsultationAttachDocs2Action.java`:
- Around line 80-171: The fetchAll() action is missing the required privilege
check; inject a SecurityInfoManager field (e.g., private SecurityInfoManager
securityInfoManager; via SpringUtils.getBean or as a class member) and at the
very start of fetchAll() call securityInfoManager.hasPrivilege(loggedInInfo,
<appropriate-privilege-constant>) (use the same LoggedInInfo obtained by
LoggedInInfo.getLoggedInInfoFromSession(request)); if the check fails return the
appropriate security result (e.g., "security" or redirect/HTTP 403) immediately
before any business logic (before populating labs/docs/forms/HRM) to prevent
access to patient data. Ensure the call and early return are placed in
ConsultationAttachDocs2Action.fetchAll().

Comment thread src/main/webapp/documentManager/attachDocument.jsp Outdated
Comment thread src/main/webapp/documentManager/attachDocument.jsp Outdated
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Copilot encountered an error and was unable to review this pull request. You can try again by re-requesting a review.

… Patient Documents and Provider Documents, might be reverted depending on discussion about this change
@LiamStanziani LiamStanziani linked an issue Feb 17, 2026 that may be closed by this pull request
7 tasks
…Docs(), add OWASP encoding for doc title attributes, fix provider doc attachment save/restore in consultation requests and eForms when switching away from doc class to seperate class
…seperate UI sections, and added a JS warning when attaching a private provider document
…ctions, fix entry ID mismatch for provider doc detach in consultations, add deleted doc styling, and update confirm dialog wording
…n merge method, wrap allDocuments list consistently
@LiamStanziani LiamStanziani changed the title Feat: show providers' private documents in the attachment manager Feat: show providers' documents in the attachment manager Feb 20, 2026
…nvariant, removing fallback resolution as its not needed anymore
@LiamStanziani LiamStanziani changed the title Feat: show providers' documents in the attachment manager Feature: show providers' documents in the attachment manager Feb 24, 2026
@sebastian-j-ibanez sebastian-j-ibanez changed the base branch from hotfix/01232026 to maintenance March 20, 2026 16:03
@sebastian-j-ibanez sebastian-j-ibanez changed the base branch from maintenance to hotfix/01232026 March 20, 2026 17:16
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@LiamStanziani just want to confirm: this PR is still being worked on, correct?

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LiamStanziani commented Mar 20, 2026

@sebastian-j-ibanez This PR is waiting for testing by Keith, not currently working it at the moment but I might need to update it later on if something comes up.

Since this is in draft I will probably need to update it somewhat when setting it ready to review for AI comments, but I plan to do that after Keith has approved the feature behaviour.

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Okay, sounds good!

Just wanted to make sure this should be kept open.

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[Feature]: Show providers' private documents in the attachment manager

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