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Quality Review and Discrepancy Management

This page describes the desktop quality workspace that reviews documents, surfaces discrepancies, and drives audit workflows.

Scope​

The quality module combines document navigation, discrepancy review, metadata inspection, and chart-driven summary views. It is centered on the desktop client quality view, not the web-client route layer.

Primary Entry Point​

The main composition point is QualityView, which builds the quality workspace and wires together the side panels, viewer stack, and mode selector.

That view connects these core widgets:

  • GadgetQualityModeSelector for switching between discrepancy review, audit, and chart modes
  • GadgetDiscrepancyItems for listing discrepancy items
  • GadgetQualityTree for the discrepancy tree view
  • GadgetDiscrepancyViewer for inspecting a selected discrepancy
  • GadgetAuditViewer for audit sample and audit list handling
  • GadgetMetadata for document metadata inspection and editing
  • GadgetChart for summary charts
  • GadgetIcePDFViewer for rendering the selected document or discrepancy PDF

Review Modes​

QualityView maps UI modes to distinct work areas:

  • VIEW_DISCREPANCY_ITEM shows the discrepancy list, tree, viewer, and metadata inspector
  • ARCHIVE_AUDIT_WIZARD launches the audit wizard and then transitions into sample review
  • ARCHIVE_AUDIT_SAMPLE_LIST shows the audit sample list with metadata context
  • chart modes render summary dashboards through QualityCharts

The mode selector drives the active layout, and the workspace remembers user-specific layout preferences through the desktop client settings.

Audit Workflow​

The audit flow is built by AuditWizardBuilder.

That wizard uses four steps:

  1. Select the study
  2. Select content
  3. Select sample size
  4. Create the audit list

After the steps complete, performWizardAction() loads discrepancy data for the sampled documents through DocDiscrepancyManager and stores the result in AuditData.

Charting​

Quality summary charts are mapped through QualityCharts and QualityChartType.

The chart surface currently includes:

  • total discrepancies versus documents
  • study document totals over time
  • total documents by role
  • total documents by study
  • documents by milestone

Implementation Notes​

  • QualityView is a singleton workspace, so the quality UI is rebuilt around a shared instance rather than instantiated per action.
  • The view uses dockable gadgets and mode-specific layouts instead of a single static panel.
  • The discrepancy viewer is tied directly to the selected document and uses the first discrepancy from the document when one is present.
  • The report view hook still exists, but the implementation notes it as outdated.