update
This commit is contained in:
Marwan Alwali
parent
350607d0cc
commit
d7847da450
@ -117,6 +117,8 @@ class ProvisionalUserSerializer(serializers.ModelSerializer):
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roles = serializers.ListField(
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child=serializers.CharField(),
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write_only=True,
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required=False,
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default=list,
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help_text="List of role names to assign"
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)
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@ -9,6 +9,8 @@ from django.core.mail import send_mail
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from django.template.loader import render_to_string
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from django.utils import timezone
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from django.db import models as db_models
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from .models import (
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AcknowledgementChecklistItem,
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AcknowledgementContent,
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@ -111,14 +113,26 @@ class OnboardingService:
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Returns:
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QuerySet of AcknowledgementContent
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"""
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# Get user's role
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# Get user's role - convert group name to role code
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role = None
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if user.groups.exists():
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role = user.groups.first().name
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group_name = user.groups.first().name
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# Map group names to role codes
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role_mapping = {
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'PX Admin': 'px_admin',
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'Hospital Admin': 'hospital_admin',
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'Department Manager': 'department_manager',
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'PX Coordinator': 'px_coordinator',
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'Physician': 'physician',
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'Nurse': 'nurse',
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'Staff': 'staff',
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'Viewer': 'viewer',
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}
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role = role_mapping.get(group_name, group_name.lower().replace(' ', '_'))
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# Get content for user's role or all roles
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content = AcknowledgementContent.objects.filter(is_active=True).filter(
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models.Q(role=role) | models.Q(role__isnull=True)
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db_models.Q(role=role) | db_models.Q(role__isnull=True)
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).order_by('order')
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return content
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@ -134,16 +148,26 @@ class OnboardingService:
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Returns:
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QuerySet of AcknowledgementChecklistItem
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"""
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from django.db import models
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# Get user's role
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# Get user's role - convert group name to role code
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role = None
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if user.groups.exists():
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role = user.groups.first().name
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group_name = user.groups.first().name
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# Map group names to role codes
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role_mapping = {
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'PX Admin': 'px_admin',
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'Hospital Admin': 'hospital_admin',
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'Department Manager': 'department_manager',
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'PX Coordinator': 'px_coordinator',
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'Physician': 'physician',
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'Nurse': 'nurse',
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'Staff': 'staff',
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'Viewer': 'viewer',
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}
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role = role_mapping.get(group_name, group_name.lower().replace(' ', '_'))
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# Get items for user's role or all roles
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items = AcknowledgementChecklistItem.objects.filter(is_active=True).filter(
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models.Q(role=role) | models.Q(role__isnull=True)
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db_models.Q(role=role) | db_models.Q(role__isnull=True)
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).order_by('order')
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return items
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@ -452,7 +476,7 @@ class EmailService:
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Boolean indicating success
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"""
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base_url = getattr(settings, 'BASE_URL', 'http://localhost:8000')
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user_detail_url = f"{base_url}/accounts/management/progress/{user.id}/"
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user_detail_url = f"{base_url}/accounts/onboarding/provisional/{user.id}/progress/"
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# Render email content
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context = {
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@ -75,9 +75,9 @@
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</div>
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<div class="d-grid gap-2">
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<a href="/login/" class="btn btn-primary btn-lg">
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<a href="/" class="btn btn-primary btn-lg">
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<i class="bi bi-box-arrow-in-right me-2"></i>
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{% trans "Log In to PX360" %}
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{% trans "Go to Dashboard" %}
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</a>
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</div>
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163
templates/accounts/onboarding/completion_email.html
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163
templates/accounts/onboarding/completion_email.html
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@ -0,0 +1,163 @@
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<!DOCTYPE html>
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<html lang="en" dir="ltr">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>User Onboarding Completed</title>
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<style>
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body {
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font-family: 'Segoe UI', Tahoma, Geneva, Verdana, sans-serif;
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line-height: 1.6;
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color: #333;
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max-width: 600px;
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margin: 0 auto;
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padding: 20px;
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background-color: #f5f5f5;
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}
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.container {
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background-color: #ffffff;
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border-radius: 8px;
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padding: 40px;
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box-shadow: 0 2px 10px rgba(0, 0, 0, 0.1);
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}
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.header {
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text-align: center;
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margin-bottom: 30px;
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}
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.logo {
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font-size: 28px;
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font-weight: bold;
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color: #0d6efd;
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}
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h1 {
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color: #198754;
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font-size: 24px;
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margin-bottom: 20px;
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}
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.content {
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margin-bottom: 30px;
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}
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.success-icon {
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font-size: 48px;
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text-align: center;
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margin-bottom: 20px;
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}
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.user-info {
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background-color: #f8f9fa;
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border-radius: 6px;
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padding: 20px;
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margin: 20px 0;
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}
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.user-info table {
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width: 100%;
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border-collapse: collapse;
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}
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.user-info td {
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padding: 8px 0;
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border-bottom: 1px solid #dee2e6;
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}
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.user-info td:first-child {
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font-weight: bold;
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color: #666;
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width: 40%;
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}
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.user-info tr:last-child td {
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border-bottom: none;
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}
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.button {
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display: inline-block;
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background-color: #0d6efd;
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color: #ffffff !important;
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text-decoration: none;
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padding: 12px 24px;
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border-radius: 6px;
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font-weight: bold;
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font-size: 14px;
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margin: 10px 0;
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}
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.button:hover {
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background-color: #0b5ed7;
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}
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.button-container {
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text-align: center;
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margin: 30px 0;
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}
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.footer {
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margin-top: 40px;
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padding-top: 20px;
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border-top: 1px solid #eee;
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font-size: 12px;
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color: #666;
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text-align: center;
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}
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.timestamp {
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font-size: 12px;
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color: #666;
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text-align: center;
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margin-top: 20px;
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}
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</style>
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</head>
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<body>
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<div class="container">
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<div class="header">
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<div class="logo">PX360</div>
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<p style="color: #666; margin-top: 5px;">Patient Experience Platform</p>
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</div>
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<div class="success-icon">✅</div>
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<h1>User Onboarding Completed</h1>
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<div class="content">
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<p>A new user has successfully completed the onboarding process and is now active in the PX360 system.</p>
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<div class="user-info">
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<table>
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<tr>
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<td>Name:</td>
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<td>{{ user.get_full_name|default:"Not provided" }}</td>
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</tr>
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<tr>
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<td>Email:</td>
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<td>{{ user.email }}</td>
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</tr>
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<tr>
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<td>Username:</td>
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<td>{{ user.username }}</td>
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</tr>
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<tr>
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<td>Employee ID:</td>
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<td>{{ user.employee_id|default:"Not provided" }}</td>
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</tr>
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<tr>
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<td>Hospital:</td>
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<td>{{ user.hospital.name|default:"Not assigned" }}</td>
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</tr>
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<tr>
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<td>Department:</td>
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<td>{{ user.department.name|default:"Not assigned" }}</td>
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</tr>
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<tr>
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<td>Completed At:</td>
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<td>{{ user.acknowledgement_completed_at|date:"F j, Y, g:i a" }}</td>
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</tr>
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</table>
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</div>
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<div class="button-container">
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<a href="{{ user_detail_url }}" class="button">View User Details</a>
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</div>
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</div>
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<p class="timestamp">
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This notification was sent on {{ "now"|date:"F j, Y, g:i a" }}
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</p>
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<div class="footer">
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<p>This is an automated notification from PX360.</p>
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<p>© {{ "now"|date:"Y" }} PX360 - Patient Experience Platform</p>
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</div>
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</div>
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</body>
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</html>
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22
templates/accounts/onboarding/completion_email.txt
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22
templates/accounts/onboarding/completion_email.txt
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@ -0,0 +1,22 @@
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User Onboarding Completed
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==========================
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A new user has successfully completed the onboarding process and is now active in the PX360 system.
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USER DETAILS
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------------
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Name: {{ user.get_full_name|default:"Not provided" }}
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Email: {{ user.email }}
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Username: {{ user.username }}
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Employee ID: {{ user.employee_id|default:"Not provided" }}
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Hospital: {{ user.hospital.name|default:"Not assigned" }}
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Department: {{ user.department.name|default:"Not assigned" }}
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Completed At: {{ user.acknowledgement_completed_at|date:"F j, Y, g:i a" }}
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View user details: {{ user_detail_url }}
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---
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This is an automated notification from PX360.
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© PX360 - Patient Experience Platform
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1
templates/accounts/onboarding/completion_subject.txt
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1
templates/accounts/onboarding/completion_subject.txt
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PX360: {{ user.get_full_name|default:user.email }} has completed onboarding
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138
templates/accounts/onboarding/invitation_email.html
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138
templates/accounts/onboarding/invitation_email.html
Normal file
@ -0,0 +1,138 @@
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<!DOCTYPE html>
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<html lang="en" dir="ltr">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>Welcome to PX360</title>
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<style>
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body {
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font-family: 'Segoe UI', Tahoma, Geneva, Verdana, sans-serif;
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line-height: 1.6;
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color: #333;
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max-width: 600px;
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margin: 0 auto;
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padding: 20px;
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background-color: #f5f5f5;
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}
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.container {
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background-color: #ffffff;
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border-radius: 8px;
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padding: 40px;
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box-shadow: 0 2px 10px rgba(0, 0, 0, 0.1);
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}
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.header {
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text-align: center;
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margin-bottom: 30px;
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}
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.logo {
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font-size: 28px;
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font-weight: bold;
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color: #0d6efd;
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}
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h1 {
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color: #0d6efd;
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font-size: 24px;
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margin-bottom: 20px;
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}
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.greeting {
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font-size: 18px;
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margin-bottom: 20px;
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}
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.content {
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margin-bottom: 30px;
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}
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.button {
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display: inline-block;
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background-color: #0d6efd;
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color: #ffffff !important;
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text-decoration: none;
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padding: 14px 30px;
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border-radius: 6px;
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font-weight: bold;
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font-size: 16px;
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margin: 20px 0;
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}
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.button:hover {
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background-color: #0b5ed7;
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}
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.button-container {
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text-align: center;
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margin: 30px 0;
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}
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.expiry-notice {
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background-color: #fff3cd;
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border: 1px solid #ffc107;
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border-radius: 6px;
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padding: 15px;
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margin: 20px 0;
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font-size: 14px;
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}
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.expiry-notice strong {
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color: #856404;
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}
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.footer {
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margin-top: 40px;
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padding-top: 20px;
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border-top: 1px solid #eee;
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font-size: 12px;
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color: #666;
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text-align: center;
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}
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.link-fallback {
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font-size: 12px;
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color: #666;
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word-break: break-all;
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margin-top: 15px;
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}
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ul {
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padding-left: 20px;
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}
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li {
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margin-bottom: 10px;
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}
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</style>
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</head>
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<body>
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<div class="container">
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<div class="header">
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<div class="logo">PX360</div>
|
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<p style="color: #666; margin-top: 5px;">Patient Experience Platform</p>
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</div>
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<h1>Welcome to PX360!</h1>
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<p class="greeting">Hello {{ user.first_name|default:user.email }},</p>
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<div class="content">
|
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<p>You have been invited to join PX360, our comprehensive Patient Experience management platform. To complete your account setup, please click the button below:</p>
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<div class="button-container">
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<a href="{{ activation_url }}" class="button">Complete Account Setup</a>
|
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</div>
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|
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<p>During the onboarding process, you will:</p>
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<ul>
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<li>Learn about PX360 features and your role responsibilities</li>
|
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<li>Review and acknowledge important policies and guidelines</li>
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<li>Set up your username and password</li>
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<li>Complete your profile information</li>
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</ul>
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</div>
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<div class="expiry-notice">
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<strong>⏰ Important:</strong> This invitation link will expire on <strong>{{ expires_at|date:"F j, Y, g:i a" }}</strong>. Please complete your registration before this date.
|
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</div>
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|
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<p class="link-fallback">
|
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If the button above doesn't work, copy and paste this link into your browser:<br>
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<a href="{{ activation_url }}">{{ activation_url }}</a>
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</p>
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|
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<div class="footer">
|
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<p>This is an automated message from PX360. Please do not reply to this email.</p>
|
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<p>If you did not expect this invitation or have questions, please contact your system administrator.</p>
|
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<p>© {{ "now"|date:"Y" }} PX360 - Patient Experience Platform</p>
|
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</div>
|
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</div>
|
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</body>
|
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</html>
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26
templates/accounts/onboarding/invitation_email.txt
Normal file
26
templates/accounts/onboarding/invitation_email.txt
Normal file
@ -0,0 +1,26 @@
|
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Welcome to PX360!
|
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==================
|
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|
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Hello {{ user.first_name|default:user.email }},
|
||||
|
||||
You have been invited to join PX360, our comprehensive Patient Experience management platform.
|
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|
||||
To complete your account setup, please visit the following link:
|
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|
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{{ activation_url }}
|
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|
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During the onboarding process, you will:
|
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- Learn about PX360 features and your role responsibilities
|
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- Review and acknowledge important policies and guidelines
|
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- Set up your username and password
|
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- Complete your profile information
|
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|
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IMPORTANT: This invitation link will expire on {{ expires_at|date:"F j, Y, g:i a" }}.
|
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Please complete your registration before this date.
|
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|
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---
|
||||
|
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This is an automated message from PX360. Please do not reply to this email.
|
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If you did not expect this invitation or have questions, please contact your system administrator.
|
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|
||||
© PX360 - Patient Experience Platform
|
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1
templates/accounts/onboarding/invitation_subject.txt
Normal file
1
templates/accounts/onboarding/invitation_subject.txt
Normal file
@ -0,0 +1 @@
|
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Welcome to PX360 - Complete Your Account Setup
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@ -155,7 +155,7 @@
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<i class="bi bi-activity"></i>
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</a>
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<button class="btn btn-sm btn-outline-danger"
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onclick="resendInvitation({{ user.id }})"
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onclick="resendInvitation('{{ user.id }}')"
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title="{% trans 'Resend Invitation' %}">
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<i class="bi bi-send"></i>
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</button>
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134
templates/accounts/onboarding/reminder_email.html
Normal file
134
templates/accounts/onboarding/reminder_email.html
Normal file
@ -0,0 +1,134 @@
|
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<!DOCTYPE html>
|
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<html lang="en" dir="ltr">
|
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<head>
|
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<meta charset="UTF-8">
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||||
<title>Reminder: Complete Your PX360 Account Setup</title>
|
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<style>
|
||||
body {
|
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font-family: 'Segoe UI', Tahoma, Geneva, Verdana, sans-serif;
|
||||
line-height: 1.6;
|
||||
color: #333;
|
||||
max-width: 600px;
|
||||
margin: 0 auto;
|
||||
padding: 20px;
|
||||
background-color: #f5f5f5;
|
||||
}
|
||||
.container {
|
||||
background-color: #ffffff;
|
||||
border-radius: 8px;
|
||||
padding: 40px;
|
||||
box-shadow: 0 2px 10px rgba(0, 0, 0, 0.1);
|
||||
}
|
||||
.header {
|
||||
text-align: center;
|
||||
margin-bottom: 30px;
|
||||
}
|
||||
.logo {
|
||||
font-size: 28px;
|
||||
font-weight: bold;
|
||||
color: #0d6efd;
|
||||
}
|
||||
h1 {
|
||||
color: #fd7e14;
|
||||
font-size: 24px;
|
||||
margin-bottom: 20px;
|
||||
}
|
||||
.greeting {
|
||||
font-size: 18px;
|
||||
margin-bottom: 20px;
|
||||
}
|
||||
.content {
|
||||
margin-bottom: 30px;
|
||||
}
|
||||
.button {
|
||||
display: inline-block;
|
||||
background-color: #0d6efd;
|
||||
color: #ffffff !important;
|
||||
text-decoration: none;
|
||||
padding: 14px 30px;
|
||||
border-radius: 6px;
|
||||
font-weight: bold;
|
||||
font-size: 16px;
|
||||
margin: 20px 0;
|
||||
}
|
||||
.button:hover {
|
||||
background-color: #0b5ed7;
|
||||
}
|
||||
.button-container {
|
||||
text-align: center;
|
||||
margin: 30px 0;
|
||||
}
|
||||
.expiry-notice {
|
||||
background-color: #f8d7da;
|
||||
border: 1px solid #f5c6cb;
|
||||
border-radius: 6px;
|
||||
padding: 15px;
|
||||
margin: 20px 0;
|
||||
font-size: 14px;
|
||||
}
|
||||
.expiry-notice strong {
|
||||
color: #721c24;
|
||||
}
|
||||
.footer {
|
||||
margin-top: 40px;
|
||||
padding-top: 20px;
|
||||
border-top: 1px solid #eee;
|
||||
font-size: 12px;
|
||||
color: #666;
|
||||
text-align: center;
|
||||
}
|
||||
.link-fallback {
|
||||
font-size: 12px;
|
||||
color: #666;
|
||||
word-break: break-all;
|
||||
margin-top: 15px;
|
||||
}
|
||||
.reminder-icon {
|
||||
font-size: 48px;
|
||||
text-align: center;
|
||||
margin-bottom: 20px;
|
||||
}
|
||||
</style>
|
||||
</head>
|
||||
<body>
|
||||
<div class="container">
|
||||
<div class="header">
|
||||
<div class="logo">PX360</div>
|
||||
<p style="color: #666; margin-top: 5px;">Patient Experience Platform</p>
|
||||
</div>
|
||||
|
||||
<div class="reminder-icon">⏰</div>
|
||||
|
||||
<h1>Reminder: Complete Your Account Setup</h1>
|
||||
|
||||
<p class="greeting">Hello {{ user.first_name|default:user.email }},</p>
|
||||
|
||||
<div class="content">
|
||||
<p>We noticed that you haven't completed your PX360 account setup yet. Your invitation is still active, and we'd love to have you on board!</p>
|
||||
|
||||
<p>Click the button below to continue where you left off:</p>
|
||||
|
||||
<div class="button-container">
|
||||
<a href="{{ activation_url }}" class="button">Complete Account Setup</a>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="expiry-notice">
|
||||
<strong>⚠️ Time Sensitive:</strong> Your invitation link will expire on <strong>{{ expires_at|date:"F j, Y, g:i a" }}</strong>. Please complete your registration before this date to avoid requesting a new invitation.
|
||||
</div>
|
||||
|
||||
<p class="link-fallback">
|
||||
If the button above doesn't work, copy and paste this link into your browser:<br>
|
||||
<a href="{{ activation_url }}">{{ activation_url }}</a>
|
||||
</p>
|
||||
|
||||
<div class="footer">
|
||||
<p>This is an automated reminder from PX360. Please do not reply to this email.</p>
|
||||
<p>If you have already completed your registration, please disregard this message.</p>
|
||||
<p>If you have questions, please contact your system administrator.</p>
|
||||
<p>© {{ "now"|date:"Y" }} PX360 - Patient Experience Platform</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
21
templates/accounts/onboarding/reminder_email.txt
Normal file
21
templates/accounts/onboarding/reminder_email.txt
Normal file
@ -0,0 +1,21 @@
|
||||
Reminder: Complete Your PX360 Account Setup
|
||||
============================================
|
||||
|
||||
Hello {{ user.first_name|default:user.email }},
|
||||
|
||||
We noticed that you haven't completed your PX360 account setup yet. Your invitation is still active, and we'd love to have you on board!
|
||||
|
||||
To continue where you left off, please visit the following link:
|
||||
|
||||
{{ activation_url }}
|
||||
|
||||
TIME SENSITIVE: Your invitation link will expire on {{ expires_at|date:"F j, Y, g:i a" }}.
|
||||
Please complete your registration before this date to avoid requesting a new invitation.
|
||||
|
||||
---
|
||||
|
||||
This is an automated reminder from PX360. Please do not reply to this email.
|
||||
If you have already completed your registration, please disregard this message.
|
||||
If you have questions, please contact your system administrator.
|
||||
|
||||
© PX360 - Patient Experience Platform
|
||||
1
templates/accounts/onboarding/reminder_subject.txt
Normal file
1
templates/accounts/onboarding/reminder_subject.txt
Normal file
@ -0,0 +1 @@
|
||||
Reminder: Complete Your PX360 Account Setup
|
||||
@ -21,6 +21,7 @@
|
||||
</div>
|
||||
|
||||
<form id="activationForm">
|
||||
{% csrf_token %}
|
||||
<div class="mb-3">
|
||||
<label for="username" class="form-label">
|
||||
<i class="bi bi-person me-2"></i>{% trans "Username" %}
|
||||
@ -31,7 +32,7 @@
|
||||
name="username"
|
||||
required
|
||||
minlength="3"
|
||||
pattern="[a-zA-Z0-9_-]+"
|
||||
pattern="[a-zA-Z0-9_\-]+"
|
||||
title="{% trans 'Username can only contain letters, numbers, underscores, and hyphens' %}">
|
||||
<div class="form-text">
|
||||
{% trans "Choose a unique username (3+ characters)" %}
|
||||
@ -170,6 +171,22 @@ function checkPasswordMatch() {
|
||||
return true;
|
||||
}
|
||||
|
||||
// Helper function to get cookie value
|
||||
function getCookie(name) {
|
||||
let cookieValue = null;
|
||||
if (document.cookie && document.cookie !== '') {
|
||||
const cookies = document.cookie.split(';');
|
||||
for (let i = 0; i < cookies.length; i++) {
|
||||
const cookie = cookies[i].trim();
|
||||
if (cookie.substring(0, name.length + 1) === (name + '=')) {
|
||||
cookieValue = decodeURIComponent(cookie.substring(name.length + 1));
|
||||
break;
|
||||
}
|
||||
}
|
||||
}
|
||||
return cookieValue;
|
||||
}
|
||||
|
||||
function activateAccount() {
|
||||
const form = document.getElementById('activationForm');
|
||||
const username = document.getElementById('username').value;
|
||||
@ -196,11 +213,15 @@ function activateAccount() {
|
||||
activateBtn.disabled = true;
|
||||
activateBtn.innerHTML = '<i class="bi bi-arrow-clockwise fa-spin me-2"></i>{% trans "Activating..." %}';
|
||||
|
||||
fetch('/api/accounts/users/onboarding/complete/', {
|
||||
// Get CSRF token
|
||||
const csrfToken = document.querySelector('[name=csrfmiddlewaretoken]')?.value ||
|
||||
getCookie('csrftoken');
|
||||
|
||||
fetch('/accounts/onboarding/complete-activation/', {
|
||||
method: 'POST',
|
||||
headers: {
|
||||
'Content-Type': 'application/json',
|
||||
'Authorization': 'Bearer ' + localStorage.getItem('token')
|
||||
'X-CSRFToken': csrfToken
|
||||
},
|
||||
body: JSON.stringify({
|
||||
username: username,
|
||||
@ -211,7 +232,7 @@ function activateAccount() {
|
||||
})
|
||||
.then(response => response.json())
|
||||
.then(data => {
|
||||
if (data.message === 'Account activated successfully') {
|
||||
if (data.success) {
|
||||
// Clear stored signature
|
||||
localStorage.removeItem('onboardingSignature');
|
||||
|
||||
@ -224,6 +245,7 @@ function activateAccount() {
|
||||
}
|
||||
})
|
||||
.catch(error => {
|
||||
console.error('Error:', error);
|
||||
activateBtn.disabled = false;
|
||||
activateBtn.innerHTML = '<i class="bi bi-rocket-takeoff me-2"></i>{% trans "Activate Account" %}';
|
||||
alert('{% trans "An error occurred. Please try again." %}');
|
||||
|
||||
Loading…
x
Reference in New Issue
Block a user