# Chat Session Export - **Session ID**: `3e2a1965-502e-41ef-ab15-f68735ae82f9` - **Start Time**: 2026-04-14T12:06:59.629Z - **Exported**: 2026-04-14T14:41:09.771Z - **Working Directory**: `/home/ismail/projects/HH` - **Git Repository**: marwan/HH - **Git Branch**: `main` - **Model**: coder-model - **Prompt Count**: 3 - **Total Tokens**: 4148669 - **Context Window Size**: 1000000 - **Context Usage**: 7.2% - **Files Written**: 14 - **Lines Added**: 1813 - **Lines Removed**: 3
Unique Files Referenced (14) - `/home/ismail/projects/HH/apps/accounts/models.py` - `/home/ismail/projects/HH/apps/accounts/permissions.py` - `/home/ismail/projects/HH/templates/layouts/partials/sidebar.html` - `/home/ismail/projects/HH/config/settings/base.py` - `/home/ismail/projects/HH/apps/executive_summary/models.py` - `/home/ismail/projects/HH/apps/executive_summary/templates/executive/dashboard.html` - `/home/ismail/projects/HH/apps/executive_summary/templates/executive/partials/variance_badge.html` - `/home/ismail/projects/HH/apps/executive_summary/templates/executive/insights.html` - `/home/ismail/projects/HH/apps/executive_summary/templates/executive/qa.html` - `/home/ismail/projects/HH/apps/executive_summary/admin.py` - `/home/ismail/projects/HH/apps/executive_summary/tasks.py` - `/home/ismail/projects/HH/config/urls.py` - `/home/ismail/projects/HH/config/celery.py` - `/home/ismail/projects/HH/apps/executive_summary/apps.py`
--- ## User i want to add Executive Summary pages and role for top management , lets make the best good of AI in this i want to add Executive Summary pages and role for top management , lets make the best good of AI in this ## Assistant I need to explore the codebase first to understand the project structure, existing roles/permissions, and current pages before I can plan the Executive Summary feature. ## Assistant I'll help you design an Executive Summary feature with AI-powered insights for top management. Let me first explore your codebase to understand the current structure and capabilities. ### Tool: Agent: Explore project structure **Status**: completed **Input:** ```json { "description": "Explore project structure", "prompt": "Explore this codebase thoroughly to understand:\n1. What type of application is this (Django, Flask, etc.)?\n2. What is the current user role/permission system?\n3. What are the existing page structures and navigation?\n4. Is there any existing AI/ML integration?\n5. What data models exist, especially related to complaints, analytics, or reporting?\n6. What's the frontend stack (templates, React, etc.)?\n7. Are there any existing dashboards or summary pages?\n\nLook at:\n- manage.py, requirements.txt, pyproject.toml for framework info\n- Any models.py files\n- Any views.py or API files\n- Templates or frontend files\n- Settings/configuration files\n- Any existing role/permission system\n\nProvide a comprehensive summary of the architecture and existing features.", "subagent_type": "Explore" } ``` **Output:** ``` Now I have a comprehensive understanding of the codebase. Here is the detailed summary: --- ## PX360 - Comprehensive Architecture Summary ### 1. Application Type This is a **Django 6.0** (upgraded from Django 5.0) enterprise application called **PX360 - Patient Experience 360 Management System** built for **AlHammadi Group** (a healthcare organization in Saudi Arabia). It is a multi-tenant, event-driven healthcare patient experience management system. ### 2. Tech Stack **Backend:** - Django 6.0.1 with Django REST Framework 3.16.1 - JWT authentication (djangorestframework-simplejwt) - Celery 5.6.2 + Redis 7.1.0 for async task queue - Celery Beat for scheduled tasks - PostgreSQL 15 database - psycopg2-binary for database connectivity **Frontend:** - **Server-rendered Django templates** with HTML (no React/SPA) - **TailwindCSS 3.4** for styling (compiled via npm) - **HTMX** for dynamic updates without full page reloads - **ApexCharts** for data visualization - **Lucide Icons** for UI icons - Bootstrap-to-Tailwind migration helper script in place - Supports RTL (right-to-left) for Arabic language **Infrastructure:** - Docker + Docker Compose (web, db, redis, celery, celery-beat) - Gunicorn WSGI server - WhiteNoise for static file serving - OpenRouter AI API integration (LiteLLM) --- ### 3. User Role/Permission System (RBAC) The system uses **Django Groups** mapped to a custom `Role` model. The `User` model extends `AbstractUser` with UUID primary key and email-based authentication. **Predefined Roles** (defined in `/home/ismail/projects/HH/apps/accounts/models.py`): - **PX Admin** - Full system access, can see all hospitals - **Hospital Admin** - Hospital-level access - **Department Manager** - Department-level access - **PX Staff** - Action management capabilities - **Physician** - Limited access - **Nurse** - Limited access - **Staff** - Limited access - **Viewer** - Read-only access - **PX Source User** - Source-specific data access (special restricted role with shorter sessions) **Permission Classes** (in `/home/ismail/projects/HH/apps/accounts/permissions.py`): - `IsPXAdmin`, `IsHospitalAdmin`, `IsDepartmentManager` - DRF permission classes - `IsPXAdminOrHospitalAdmin`, `IsPXAdminOrReadOnly`, `IsOwnerOrPXAdmin` - `IsSourceUser`, `IsSourceUserOrAdmin`, `IsSourceUserOwnData` - `CanAccessHospitalData`, `CanAccessDepartmentData` - Onboarding-specific permissions for provisional users **Key features:** - Multi-tenancy via `TenantMiddleware` - users see only their hospital's data - Source user session restriction middleware (shorter sessions) - User model has helper methods: `is_px_admin()`, `is_hospital_admin()`, etc. - Role hierarchy levels for escalation logic --- ### 4. Existing Page Structure and Navigation The sidebar navigation (in `/home/ismail/projects/HH/templates/layouts/partials/sidebar.html`) contains: **Top Level:** - Dashboard - Command Center - Performance (submenu: Admin Evaluation, Employee Evaluation) - Admin only - My Source Dashboard - Source Users only - Complaints (with count badge) - Inquiries - Observations - QI Projects (submenu: All Projects, Create Project, Templates) - Surveys (submenu: Survey List, Templates, Create Survey, Manual Send, HIS Import, Mapping) - Staff (submenu: All Staff, Hierarchy) - Patients - Social Media - PX Admin only - Physicians (submenu: Dashboard, All Physicians, Leaderboard, Fetch Ratings, Import Ratings) - Call Center - AI Engine - Actions (PX Action Center) - Reports - RCA (Root Cause Analysis) - Standards - References - Settings (submenu: Notifications, Hospitals, Departments, Acknowledgements, Roles & Permissions, Integrations) - User profile / Logout **Base Templates:** - `/home/ismail/projects/HH/templates/layouts/base.html` - Main authenticated layout with sidebar - `/home/ismail/projects/HH/templates/layouts/public_base.html` - Public-facing pages - `/home/ismail/projects/HH/templates/layouts/source_user_base.html` - Source user specific layout --- ### 5. AI/ML Integration The system has an **AI Engine** app (`/home/ismail/projects/HH/apps/ai_engine/`) with: **Current Implementation:** - **Keyword-based sentiment analysis** (stub implementation) - supports English and Arabic - Sentiment detection: positive, neutral, negative with scores (-1 to 1) - Keyword extraction from text - Entity recognition (email, phone pattern matching) - Emotion detection (joy, anger, sadness, fear, surprise) - Language auto-detection (English vs Arabic) **Models:** - `SentimentResult` - stores analysis results linked to any model via GenericForeignKey **API Endpoints:** - `POST /api/ai-engine/analyze/` - Single text analysis - `POST /api/ai-engine/analyze-batch/` - Batch analysis - `GET /api/ai-engine/sentiment/{content_type_id}/{object_id}/` - Get sentiment for object **AI Configuration** (in settings): - LiteLLM with OpenRouter integration configured - Model: `google/gemma-3-27b-it:free` (configurable) - AI comment analysis for surveys **Where AI is applied:** - Complaint descriptions generate AI brief summaries (`ai_brief_en`, `ai_brief_ar`) - Observations have AI analysis stored in metadata (emotion, suggested actions) - Survey comments analyzed by AI - Sentiment analysis can be applied to complaints, survey responses, social media mentions, call center notes --- ### 6. Data Models #### Core Models (`/home/ismail/projects/HH/apps/core/models.py`) - `TimeStampedModel`, `UUIDModel`, `SoftDeleteModel` - Base abstract models - `AuditEvent` - Generic audit logging system - `TenantModel` - Multi-tenant base model - `PriorityChoices`, `SeverityChoices`, `StatusChoices` - Common enums #### Organizations (`/home/ismail/projects/HH/apps/organizations/models.py`) - `Organization` - Top-level organization - `Hospital` - Hospital/facility with executive leadership (CEO, Medical Director, COO, CFO) - `Department` - Hierarchical departments within hospitals - `Staff` - Staff members (physicians, nurses, admin) with section/subsection hierarchy - `Patient` - Patients with MRN, encrypted national ID - `Location`, `MainSection`, `SubSection` - Location hierarchy for complaints - `StaffSection`, `StaffSubsection` - Staff organization hierarchy #### Accounts (`/home/ismail/projects/HH/apps/accounts/models.py`) - `User` - Custom user model with UUID PK, email auth, hospital/department links - `Role` - Predefined roles mapped to Django Groups - `AcknowledgementCategory`, `AcknowledgementContent`, `AcknowledgementChecklistItem` - Onboarding system - `UserAcknowledgement` - Digital signature acknowledgements - `UserProvisionalLog` - Onboarding audit trail - `SimpleAcknowledgement`, `EmployeeAcknowledgement` - Employee acknowledgement tracking #### Complaints (`/home/ismail/projects/HH/apps/complaints/models.py`) - 2790+ lines - `ComplaintCategory` - 4-level SHCT taxonomy (Domain > Category > Subcategory > Classification) - `Complaint` - Full complaint lifecycle with SLA tracking, AI briefs, resolution tracking, satisfaction - `ComplaintSLAConfig` - Per-source and per-severity SLA configuration - `ComplaintUpdate`, `ComplaintAttachment` - Updates and file attachments - `Inquiry` - Inquiry management - `ComplaintThreshold`, `EscalationRule` - Threshold and escalation configuration - `OncallSchedule`, `OncallShift` - On-call scheduling #### Surveys (`/home/ismail/projects/HH/apps/surveys/models.py`) - `SurveyTemplate` - Bilingual survey templates with scoring configuration - `SurveyQuestion` - Questions with types (Rating, NPS, Yes/No, Multiple Choice, Text, Likert) - `QuestionRoutingRule` - Conditional survey flow logic - `SurveyInstance` - Actual survey sent to patient/staff with token-based access - `SurveyResponse` - Individual question responses - `SurveyTracking` - Engagement tracking (page views, time spent, abandonment) - `BulkSurveyJob` - Background bulk survey sending #### Journeys (`/home/ismail/projects/HH/apps/journeys/models.py`) - `PatientJourneyTemplate` - Journey templates (EMS, Inpatient, OPD, Day Case) - `PatientJourneyStageTemplate` - Stage definitions with event triggers - `PatientJourneyInstance` - Actual patient journey instances - `PatientJourneyStageInstance` - Stage completion tracking #### Integrations (`/home/ismail/projects/HH/apps/integrations/models.py`) - `InboundEvent` - External system events (HIS, Lab, Radiology, Pharmacy) - `IntegrationConfig` - External system API configuration - `SurveyTemplateMapping` - Maps patient types to survey templates - `HISPatientVisit`, `HISVisitEvent` - HIS visit data - `HISEventType` - Unique event types from HIS - `EventMapping` - External-to-internal event code mapping #### PX Action Center (`/home/ismail/projects/HH/apps/px_action_center/models.py`) - `PXAction` - Improvement actions with SLA, approval workflow, escalation - `PXActionLog` - Action activity timeline - `PXActionAttachment` - Evidence attachments - `PXActionSLAConfig` - Per-hospital SLA configuration - `RoutingRule` - Automatic action routing rules #### Analytics (`/home/ismail/projects/HH/apps/analytics/models.py`) - `KPI` - Key Performance Indicator definitions - `KPIValue` - KPI measurements over time (hourly, daily, weekly, monthly, quarterly, yearly) #### Observations (`/home/ismail/projects/HH/apps/observations/models.py`) - `Observation` - Staff-reported issues with anonymous submission support - `ObservationCategory` - Classification categories - `ObservationSLAConfig` - SLA per severity - `ObservationAttachment`, `ObservationNote`, `ObservationStatusLog` #### Dashboard (`/home/ismail/projects/HH/apps/dashboard/models.py`) - `EvaluationNote` - Employee evaluation notes - `ComplaintRequest` - Complaint request tracking - `ReportCompletion` - Weekly report completion tracking - `EscalatedComplaintLog` - Escalation timing logs - `InquiryDetail` - Detailed inquiry tracking #### Reports (`/home/ismail/projects/HH/apps/reports/models.py`) - `SavedReport`, `GeneratedReport`, `ReportTemplate`, `DataSource`, `ReportFormat` #### Other Apps: - **Call Center** (`apps/callcenter/`) - Call center interactions and ratings - **Social Media** (`apps/social/`) - Social media monitoring (YouTube, Facebook, Instagram, Twitter, LinkedIn, Google Reviews) - **Physicians** (`apps/physicians/`) - Physician monthly ratings and leaderboards - **Projects** (`apps/projects/`) - QI projects with tasks - **Notifications** (`apps/notifications/`) - SMS, WhatsApp, Email delivery - **Feedback** (`apps/feedback/`) - General feedback - **Appreciation** (`apps/appreciation/`) - Appreciation management - **PX Sources** (`apps/px_sources/`) - Source management (where complaints come from) - **References** (`apps/references/`) - Reference data management - **Standards** (`apps/standards/`) - Standards management - **RCA** (`apps/rca/`) - Root Cause Analysis - **Simulator** (`apps/simulator/`) - Testing/simulation tools --- ### 7. Existing Dashboards and Summary Pages **Command Center Dashboard** (`/home/ismail/projects/HH/apps/dashboard/views.py`, `CommandCenterView`): - Red Alert Banner (critical complaints, overdue items, escalated actions, negative surveys) - KPI cards: Complaints (current vs previous, variance), Surveys (satisfaction, NPS, response rate), PX Actions (open, in-progress, overdue) - Charts: Complaints trend, severity donut, department heatmap, NPS trend, actions funnel - Live feed: Latest high-severity complaints, escalated actions, inquiries, observations, integration events - Physician leaderboard (top 5 staff by rating) - Filters: Date range, hospital, department - API endpoint: `/dashboard/api/` for live data refresh **My Dashboard** (`my_dashboard` view): - Personal view of all items assigned to the current user - Tabbed interface: Complaints, Inquiries, Observations, PX Actions, Tasks, Feedback - Search, date range, status, priority filtering - Bulk actions, export (CSV/Excel) **Admin Evaluation Dashboard** (`admin_evaluation` view): - Staff performance evaluation - Department benchmarks - Staff performance detail views - Export functionality **Employee Evaluation** (`employee_evaluation` view): - PAD Department Weekly Dashboard - Evaluation notes tracking - Complaint request monitoring - Report completion tracking **Complaint Request Report** (`complaint_request_list` view): - Step 0 complaint request tracking - Export functionality **Physician Ratings Dashboard** (`apps/physicians/`): - Physician monthly ratings - Leaderboards - External rating fetching (Google, etc.) **Social Media Dashboard** (`apps/social/`): - Social media mentions monitoring - Sentiment analysis integration **Analytics Reports** (via Surveys app): - Survey analytics and reports --- ### Key URLs - Main site: `http://localhost:8000/` - Admin: `http://localhost:8000/admin/` - API Docs (Swagger): `http://localhost:8000/api/docs/` - API Docs (ReDoc): `http://localhost:8000/api/redoc/` - Health Check: `http://localhost:8000/health/` ### Celery Scheduled Tasks - Process integration events: Every 1 minute - Check overdue complaints: Every 15 minutes - Check overdue actions: Every 15 minutes - Send SLA reminders: Every hour - Calculate daily KPIs: Daily at 1 AM - Calculate physician ratings: Monthly on 1st at 2 AM ### Internationalization - Arabic and English supported throughout - Bilingual models (name_en/name_ar, title_en/title_ar, etc.) - RTL-ready UI components - Language code stored in user preferences ``` ## Assistant Now that I have a comprehensive understanding of the codebase, I should clarify the user's preferences for the Executive Summary feature before presenting the final plan. ## Assistant Excellent! This is a sophisticated healthcare patient experience management system. Now let me explore the existing dashboard structure and AI capabilities in more detail to design the best Executive Summary feature. ### Tool: AskUserQuestion **Status**: failed **Input:** ```json { "metadata": { "source": "remember" }, "questions": [ { "header": "Executive Focus", "options": [ { "description": "High-level organizational health metrics, trends, and AI-powered insights across all hospitals", "label": "Overall KPIs & Metrics" }, { "description": "Predictive risk scores, early warning indicators, and proactive issue identification using AI", "label": "Risk & Early Warnings" }, { "description": "AI-generated natural language summaries of performance, trends, concerns, and recommendations", "label": "AI-Generated Summaries" }, { "description": "Hospital/department comparisons, leaderboards, and performance rankings", "label": "Comparative Analytics" } ], "question": "What key metrics would top management (executives/leadership) want to see in the Executive Summary? (Select all that apply)", "multiSelect": true }, { "header": "AI Features", "options": [ { "description": "Natural language summary of monthly/weekly performance (e.g., 'This month saw 15% improvement in patient satisfaction...')", "label": "Automated Narrative Reports" }, { "description": "AI detects emerging patterns, recurring issues, and suggests root causes", "label": "Predictive Insights & Anomaly Detection" }, { "description": "AI suggests specific actions to improve metrics based on historical data and best practices", "label": "Recommendation Engine" }, { "description": "\"What was the complaint rate for Hospital A last month?\" - AI answers from data", "label": "Natural Language Q&A" } ], "question": "Which AI-powered features would you like to include? (Select all that apply)", "multiSelect": true }, { "header": "Access Level", "options": [ { "description": "System-wide view across all hospitals with ability to drill down", "label": "All Hospitals Overview" }, { "description": "See only their own hospital's metrics and comparisons", "label": "Individual Hospital View" }, { "description": "Both - can toggle between system-wide and individual hospital views", "label": "Both (Recommended)" }, { "description": "Custom filters to select specific hospitals, departments, or time periods", "label": "Custom Selection" } ], "question": "Should executives be able to see data across all hospitals, or should it be restricted?", "multiSelect": false }, { "header": "Delivery", "options": [ { "description": "Dedicated Executive Summary page with interactive charts and AI insights", "label": "Web Dashboard (Recommended)" }, { "description": "Scheduled PDF reports emailed to executives (daily/weekly/monthly)", "label": "PDF Report Generation" }, { "description": "Mobile-responsive view optimized for executives checking on-the-go", "label": "Mobile-Friendly View" }, { "description": "All of the above", "label": "All Channels (Recommended)" } ], "question": "How should the Executive Summary be delivered?", "multiSelect": true } ] } ``` **Output:** ``` Question 1: "header" must be 12 characters or less. ``` ## Assistant The previous question failed validation due to header length; I need to retry with shorter headers while keeping the same question content. ### Tool: AskUserQuestion: Ask user 4 questions **Status**: completed **Input:** ```json { "metadata": { "source": "remember" }, "questions": [ { "header": "Key Metrics", "options": [ { "description": "High-level organizational health metrics, trends, and AI-powered insights across all hospitals", "label": "Overall KPIs & Metrics" }, { "description": "Predictive risk scores, early warning indicators, and proactive issue identification using AI", "label": "Risk & Early Warnings" }, { "description": "AI-generated natural language summaries of performance, trends, concerns, and recommendations", "label": "AI-Generated Summaries" }, { "description": "Hospital/department comparisons, leaderboards, and performance rankings", "label": "Comparative Analytics" } ], "question": "What key metrics would top management (executives/leadership) want to see in the Executive Summary? (Select all that apply)", "multiSelect": true }, { "header": "AI Features", "options": [ { "description": "Natural language summary of monthly/weekly performance (e.g., 'This month saw 15% improvement in patient satisfaction...')", "label": "Automated Narratives" }, { "description": "AI detects emerging patterns, recurring issues, and suggests root causes", "label": "Predictive Insights" }, { "description": "AI suggests specific actions to improve metrics based on historical data and best practices", "label": "Recommendations" }, { "description": "\"What was the complaint rate for Hospital A last month?\" - AI answers from data", "label": "Natural Language Q&A" } ], "question": "Which AI-powered features would you like to include? (Select all that apply)", "multiSelect": true }, { "header": "Data Access", "options": [ { "description": "System-wide view across all hospitals with ability to drill down", "label": "All Hospitals" }, { "description": "See only their own hospital's metrics and comparisons", "label": "Single Hospital" }, { "description": "Both - can toggle between system-wide and individual hospital views", "label": "Both (Recommended)" }, { "description": "Custom filters to select specific hospitals, departments, or time periods", "label": "Custom Selection" } ], "question": "Should executives be able to see data across all hospitals, or restricted to their hospital?", "multiSelect": false }, { "header": "Delivery", "options": [ { "description": "Dedicated Executive Summary page with interactive charts and AI insights", "label": "Web Dashboard" }, { "description": "Scheduled PDF reports emailed to executives (daily/weekly/monthly)", "label": "PDF Reports" }, { "description": "Mobile-responsive view optimized for executives checking on-the-go", "label": "Mobile View" }, { "description": "All of the above", "label": "All Channels" } ], "question": "How should the Executive Summary be delivered?", "multiSelect": true } ] } ``` **Output:** ``` User has provided the following answers: **Key Metrics**: Overall KPIs & Metrics, Risk & Early Warnings, AI-Generated Summaries **AI Features**: Automated Narratives, Predictive Insights, Recommendations, Natural Language Q&A **Data Access**: All Hospitals **Delivery**: Web Dashboard, PDF Reports, Mobile View, All Channels ``` ## Assistant Now that I have the user's requirements confirmed, I need to examine the existing dashboard views, URL routing, and AI engine implementation to understand the patterns I should follow when designing the Executive Summary feature. ## Assistant Perfect! Now let me examine the existing dashboard implementation and AI engine to create a comprehensive plan. ### Tool: ReadFile: apps/dashboard/views.py **Status**: completed **Input:** ```json { "file_path": "/home/ismail/projects/HH/apps/dashboard/views.py" } ``` **Affected Files:** - `/home/ismail/projects/HH/apps/dashboard/views.py` **Output:** ```python Showing lines 1-569 of 1754 total lines. --- """ Dashboard views - PX Command Center and analytics dashboards """ import json from datetime import timedelta, datetime from django.contrib.auth.decorators import login_required from django.contrib.auth.mixins import LoginRequiredMixin from django.core.paginator import Paginator from django.db.models import Avg, Count, Q, Sum from django.http import JsonResponse from django.shortcuts import redirect, render, reverse from django.utils import timezone from django.views.generic import TemplateView from django.utils.translation import gettext_lazy as _ from django.contrib import messages class CommandCenterView(LoginRequiredMixin, TemplateView): """ PX Command Center Dashboard - Real-time control panel. Shows: - Red Alert Banner (urgent items requiring immediate attention) - Top KPI cards (complaints, actions, surveys, etc.) with drill-down - Charts (trends, satisfaction, leaderboards) - Live feed (latest complaints, actions, events) - Enhanced modules (Inquiries, Observations) - Filters (date range, hospital, department) Follows the "5-Second Rule": Critical signals dominant and comprehensible within 5 seconds. Uses modular tile/card system with 30-60 second auto-refresh capability. """ template_name = "dashboard/command_center.html" def dispatch(self, request, *args, **kwargs): """Check user type and redirect accordingly""" # Redirect Source Users to their dashboard if request.user.is_authenticated and request.user.is_source_user(): return redirect("px_sources:source_user_dashboard") # Check PX Admin has selected a hospital before processing request if request.user.is_authenticated and request.user.is_px_admin() and not request.tenant_hospital: return redirect("core:select_hospital") return super().dispatch(request, *args, **kwargs) def get_context_data(self, **kwargs): context = super().get_context_data(**kwargs) user = self.request.user # Import models from apps.complaints.models import Complaint, Inquiry from apps.px_action_center.models import PXAction from apps.surveys.models import SurveyInstance from apps.callcenter.models import CallCenterInteraction from apps.integrations.models import InboundEvent from apps.physicians.models import PhysicianMonthlyRating from apps.organizations.models import Staff from apps.observations.models import Observation # Date filters now = timezone.now() last_24h = now - timedelta(hours=24) last_7d = now - timedelta(days=7) last_30d = now - timedelta(days=30) last_60d = now - timedelta(days=60) # Base querysets (filtered by user role and tenant_hospital) if user.is_px_admin(): # PX Admins use their selected hospital from session hospital = self.request.tenant_hospital complaints_qs = Complaint.objects.filter(hospital=hospital) if hospital else Complaint.objects.none() inquiries_qs = Inquiry.objects.filter(hospital=hospital) if hospital else Inquiry.objects.none() actions_qs = PXAction.objects.filter(hospital=hospital) if hospital else PXAction.objects.none() surveys_qs = ( SurveyInstance.objects.filter(hospital=hospital) if hospital else SurveyInstance.objects.none() ) # Filter by tenant hospital calls_qs = ( CallCenterInteraction.objects.filter(hospital=hospital) if hospital else CallCenterInteraction.objects.none() ) observations_qs = Observation.objects.filter(hospital=hospital) if hospital else Observation.objects.none() elif user.is_hospital_admin() and user.hospital: complaints_qs = Complaint.objects.filter(hospital=user.hospital) inquiries_qs = Inquiry.objects.filter(hospital=user.hospital) actions_qs = PXAction.objects.filter(hospital=user.hospital) surveys_qs = SurveyInstance.objects.filter(hospital=user.hospital) calls_qs = CallCenterInteraction.objects.filter(hospital=user.hospital) observations_qs = Observation.objects.filter(hospital=user.hospital) elif user.is_department_manager() and user.department: complaints_qs = Complaint.objects.filter(department=user.department) inquiries_qs = Inquiry.objects.filter(department=user.department) actions_qs = PXAction.objects.filter(department=user.department) surveys_qs = SurveyInstance.objects.filter(journey_stage_instance__department=user.department) calls_qs = CallCenterInteraction.objects.filter(department=user.department) observations_qs = Observation.objects.filter(assigned_department=user.department) else: complaints_qs = Complaint.objects.none() inquiries_qs = Inquiry.objects.none() actions_qs = PXAction.objects.none() surveys_qs = SurveyInstance.objects.none() calls_qs = CallCenterInteraction.objects.none() observations_qs = Observation.objects.none() # ======================================== # RED ALERT ITEMS (5-Second Rule) # ======================================== red_alerts = [] # Critical complaints critical_complaints = complaints_qs.filter(severity="critical", status__in=["open", "in_progress"]).count() if critical_complaints > 0: red_alerts.append( { "type": "critical_complaints", "label": _("Critical Complaints"), "value": critical_complaints, "icon": "alert-octagon", "color": "red", "url": f"{reverse('complaints:complaint_list')}?severity=critical&status=open,in_progress", "priority": 1, } ) # Overdue complaints overdue_complaints = complaints_qs.filter(is_overdue=True, status__in=["open", "in_progress"]).count() if overdue_complaints > 0: red_alerts.append( { "type": "overdue_complaints", "label": _("Overdue Complaints"), "value": overdue_complaints, "icon": "clock", "color": "orange", "url": f"{reverse('complaints:complaint_list')}?is_overdue=true&status=open,in_progress", "priority": 2, } ) # Escalated actions escalated_actions = actions_qs.filter(escalation_level__gt=0, status__in=["open", "in_progress"]).count() if escalated_actions > 0: red_alerts.append( { "type": "escalated_actions", "label": _("Escalated Actions"), "value": escalated_actions, "icon": "arrow-up-circle", "color": "red", "url": reverse("actions:action_list"), "priority": 3, } ) # Negative surveys in last 24h negative_surveys_24h = surveys_qs.filter(is_negative=True, completed_at__gte=last_24h).count() if negative_surveys_24h > 0: red_alerts.append( { "type": "negative_surveys", "label": _("Negative Surveys (24h)"), "value": negative_surveys_24h, "icon": "frown", "color": "yellow", "url": reverse("surveys:instance_list"), "priority": 4, } ) # Sort by priority red_alerts.sort(key=lambda x: x["priority"]) context["red_alerts"] = red_alerts context["has_red_alerts"] = len(red_alerts) > 0 # ======================================== # COMPLAINTS MODULE DATA # ======================================== complaints_current = complaints_qs.filter(created_at__gte=last_30d).count() complaints_previous = complaints_qs.filter(created_at__gte=last_60d, created_at__lt=last_30d).count() complaints_variance = 0 if complaints_previous > 0: complaints_variance = round(((complaints_current - complaints_previous) / complaints_previous) * 100, 1) # Resolution time calculation resolved_complaints = complaints_qs.filter(status="closed", closed_at__isnull=False, created_at__gte=last_30d) avg_resolution_hours = 0 if resolved_complaints.exists(): total_hours = sum((c.closed_at - c.created_at).total_seconds() / 3600 for c in resolved_complaints) avg_resolution_hours = round(total_hours / resolved_complaints.count(), 1) # Complaints by severity for donut chart complaints_by_severity = { "critical": complaints_qs.filter(severity="critical", status__in=["open", "in_progress"]).count(), "high": complaints_qs.filter(severity="high", status__in=["open", "in_progress"]).count(), "medium": complaints_qs.filter(severity="medium", status__in=["open", "in_progress"]).count(), "low": complaints_qs.filter(severity="low", status__in=["open", "in_progress"]).count(), } # Complaints by department for heatmap complaints_by_department = list( complaints_qs.filter(status__in=["open", "in_progress"], department__isnull=False) .values("department__name") .annotate(count=Count("id")) .order_by("-count")[:10] ) context["complaints_module"] = { "total_active": complaints_qs.filter(status__in=["open", "in_progress"]).count(), "current_period": complaints_current, "previous_period": complaints_previous, "variance": complaints_variance, "variance_direction": "up" if complaints_variance > 0 else "down" if complaints_variance < 0 else "neutral", "avg_resolution_hours": avg_resolution_hours, "overdue": complaints_qs.filter(is_overdue=True, status__in=["open", "in_progress"]).count(), "by_severity": complaints_by_severity, "by_department": complaints_by_department, "critical_new": complaints_qs.filter(severity="critical", created_at__gte=last_24h).count(), } # ======================================== # SURVEY INSIGHTS MODULE DATA # ======================================== surveys_completed_30d = surveys_qs.filter(completed_at__gte=last_30d) total_surveys_30d = surveys_completed_30d.count() # Calculate average satisfaction avg_satisfaction = ( surveys_completed_30d.filter(total_score__isnull=False).aggregate(Avg("total_score"))["total_score__avg"] or 0 ) # NPS-style calculation (promoters - detractors) positive_count = surveys_completed_30d.filter(is_negative=False).count() negative_count = surveys_completed_30d.filter(is_negative=True).count() nps_score = 0 if total_surveys_30d > 0: nps_score = round(((positive_count - negative_count) / total_surveys_30d) * 100) # Response rate (completed vs sent in last 30 days) surveys_sent_30d = surveys_qs.filter(sent_at__gte=last_30d).count() response_rate = 0 if surveys_sent_30d > 0: response_rate = round((total_surveys_30d / surveys_sent_30d) * 100, 1) context["survey_module"] = { "avg_satisfaction": round(avg_satisfaction, 1), "nps_score": nps_score, "response_rate": response_rate, "total_completed": total_surveys_30d, "positive_count": positive_count, "negative_count": negative_count, "neutral_count": total_surveys_30d - positive_count - negative_count, "negative_24h": surveys_qs.filter(is_negative=True, completed_at__gte=last_24h).count(), } # ======================================== # PX ACTIONS MODULE DATA # ======================================== actions_open = actions_qs.filter(status="open").count() actions_in_progress = actions_qs.filter(status="in_progress").count() actions_pending_approval = actions_qs.filter(status="pending_approval").count() actions_closed_30d = actions_qs.filter(status="closed", closed_at__gte=last_30d).count() # Time to close calculation closed_actions = actions_qs.filter(status="closed", closed_at__isnull=False, created_at__gte=last_30d) avg_time_to_close_hours = 0 if closed_actions.exists(): total_hours = sum((a.closed_at - a.created_at).total_seconds() / 3600 for a in closed_actions) avg_time_to_close_hours = round(total_hours / closed_actions.count(), 1) # Actions by source for breakdown actions_by_source = list( actions_qs.filter(status__in=["open", "in_progress"]) .values("source_type") .annotate(count=Count("id")) .order_by("-count") ) context["actions_module"] = { "open": actions_open, "in_progress": actions_in_progress, "pending_approval": actions_pending_approval, "overdue": actions_qs.filter(is_overdue=True, status__in=["open", "in_progress"]).count(), "escalated": actions_qs.filter(escalation_level__gt=0, status__in=["open", "in_progress"]).count(), "closed_30d": actions_closed_30d, "avg_time_to_close_hours": avg_time_to_close_hours, "by_source": actions_by_source, "new_today": actions_qs.filter(created_at__gte=last_24h).count(), } # ======================================== # INQUIRIES MODULE DATA # ======================================== inquiries_open = inquiries_qs.filter(status="open").count() inquiries_in_progress = inquiries_qs.filter(status="in_progress").count() inquiries_resolved_30d = inquiries_qs.filter(status="resolved", updated_at__gte=last_30d).count() context["inquiries_module"] = { "open": inquiries_open, "in_progress": inquiries_in_progress, "total_active": inquiries_open + inquiries_in_progress, "resolved_30d": inquiries_resolved_30d, "new_24h": inquiries_qs.filter(created_at__gte=last_24h).count(), } # ======================================== # OBSERVATIONS MODULE DATA # ======================================== observations_new = observations_qs.filter(status="new").count() observations_in_progress = observations_qs.filter(status="in_progress").count() observations_critical = observations_qs.filter( severity="critical", status__in=["new", "triaged", "assigned", "in_progress"] ).count() # Observations by category observations_by_category = list( observations_qs.filter(status__in=["new", "triaged", "assigned", "in_progress"]) .values("category__name_en") .annotate(count=Count("id")) .order_by("-count")[:5] ) context["observations_module"] = { "new": observations_new, "in_progress": observations_in_progress, "critical": observations_critical, "total_active": observations_new + observations_in_progress, "resolved_30d": observations_qs.filter(status="resolved", resolved_at__gte=last_30d).count(), "by_category": observations_by_category, } # ======================================== # COMMUNICATION/CALL CENTER MODULE DATA # ======================================== calls_7d = calls_qs.filter(call_started_at__gte=last_7d) total_calls = calls_7d.count() low_rating_calls = calls_7d.filter(is_low_rating=True).count() context["calls_module"] = { "total_7d": total_calls, "low_ratings": low_rating_calls, "satisfaction_rate": round(((total_calls - low_rating_calls) / total_calls * 100), 1) if total_calls > 0 else 0, } # ======================================== # LEGACY STATS (for backward compatibility) # ======================================== context["stats"] = { "total_complaints": context["complaints_module"]["total_active"], "avg_resolution_time": f"{avg_resolution_hours}h", "satisfaction_score": round(avg_satisfaction, 0), "active_actions": context["actions_module"]["open"] + context["actions_module"]["in_progress"], "new_today": context["actions_module"]["new_today"], } # ======================================== # LATEST ITEMS FOR LIVE FEED # ======================================== # Latest high severity complaints context["latest_complaints"] = ( complaints_qs.filter(severity__in=["high", "critical"]) .select_related("patient", "hospital", "department") .order_by("-created_at")[:5] ) # Latest escalated actions context["latest_actions"] = ( actions_qs.filter(escalation_level__gt=0) .select_related("hospital", "assigned_to") .order_by("-escalated_at")[:5] ) # Latest inquiries context["latest_inquiries"] = ( inquiries_qs.filter(status__in=["open", "in_progress"]) .select_related("patient", "hospital", "department") .order_by("-created_at")[:5] ) # Latest observations context["latest_observations"] = ( observations_qs.filter(status__in=["new", "triaged", "assigned"]) .select_related("hospital", "category") .order_by("-created_at")[:5] ) # Latest integration events context["latest_events"] = ( InboundEvent.objects.filter(status="processed").select_related().order_by("-processed_at")[:10] ) # ======================================== # PHYSICIAN LEADERBOARD # ======================================== current_month_ratings = PhysicianMonthlyRating.objects.filter(year=now.year, month=now.month).select_related( "staff", "staff__hospital", "staff__department" ) # Filter by user role if user.is_hospital_admin() and user.hospital: current_month_ratings = current_month_ratings.filter(staff__hospital=user.hospital) elif user.is_department_manager() and user.department: current_month_ratings = current_month_ratings.filter(staff__department=user.department) # Top 5 staff this month context["top_physicians"] = current_month_ratings.order_by("-average_rating")[:5] # Staff stats physician_stats = current_month_ratings.aggregate( total_physicians=Count("id"), avg_rating=Avg("average_rating"), total_surveys=Count("total_surveys") ) context["physician_stats"] = physician_stats # ======================================== # CHART DATA # ======================================== context["chart_data"] = { "complaints_trend": json.dumps(self.get_complaints_trend(complaints_qs, last_30d)), "complaints_by_severity": json.dumps(complaints_by_severity), "survey_satisfaction": avg_satisfaction, "nps_trend": json.dumps(self.get_nps_trend(surveys_qs, last_30d)), "actions_funnel": json.dumps( { "open": actions_open, "in_progress": actions_in_progress, "pending_approval": actions_pending_approval, "closed": actions_closed_30d, } ), } # Add hospital context context["current_hospital"] = self.request.tenant_hospital context["is_px_admin"] = user.is_px_admin() # Last updated timestamp context["last_updated"] = now.strftime("%Y-%m-%d %H:%M:%S") return context def get_complaints_trend(self, queryset, start_date): """Get complaints trend data for chart""" # Group by day for last 30 days data = [] for i in range(30): date = start_date + timedelta(days=i) count = queryset.filter(created_at__date=date.date()).count() data.append({"date": date.strftime("%Y-%m-%d"), "count": count}) return data def get_nps_trend(self, queryset, start_date): """Get NPS trend data for chart""" data = [] for i in range(30): date = start_date + timedelta(days=i) day_surveys = queryset.filter(completed_at__date=date.date()) total = day_surveys.count() if total > 0: positive = day_surveys.filter(is_negative=False).count() negative = day_surveys.filter(is_negative=True).count() nps = round(((positive - negative) / total) * 100) else: nps = 0 data.append({"date": date.strftime("%Y-%m-%d"), "nps": nps}) return data def get_survey_satisfaction(self, queryset, start_date): """Get survey satisfaction averages""" return ( queryset.filter(completed_at__gte=start_date, total_score__isnull=False).aggregate(Avg("total_score"))[ "total_score__avg" ] or 0 ) @login_required def my_dashboard(request): """ My Dashboard - Personal view of all assigned items. Shows: - Summary cards with statistics - Tabbed interface for 6 model types: * Complaints * Inquiries * Observations * PX Actions * Tasks (QI Project Tasks) * Feedback - Date range filtering - Search and filter controls - Export functionality (CSV/Excel) - Bulk actions support - Charts showing trends """ # Redirect Source Users to their dashboard if request.user.is_source_user(): return redirect("px_sources:source_user_dashboard") user = request.user # Get selected hospital for PX Admins (from middleware) selected_hospital = getattr(request, "tenant_hospital", None) # Get date range filter date_range_days = int(request.GET.get("date_range", 30)) if date_range_days == -1: # All time start_date = None else: start_date = timezone.now() - timedelta(days=date_range_days) # Get active tab active_tab = request.GET.get("tab", "complaints") # Get search query search_query = request.GET.get("search", "") # Get status filter status_filter = request.GET.get("status", "") # Get priority/severity filter priority_filter = request.GET.get("priority", "") # Build querysets for all models querysets = {} # 1. Complaints from apps.complaints.models import Complaint complaints_qs = Complaint.objects.filter(assigned_to=user) # Filter by selected hospital for PX Admins if selected_hospital: complaints_qs = complaints_qs.filter(hospital=selected_hospital) if start_date: complaints_qs = complaints_qs.filter(created_at__gte=start_date) if search_query: complaints_qs = complaints_qs.filter(Q(title__icontains=search_query) | Q(description__icontains=search_query)) if status_filter: complaints_qs = complaints_qs.filter(status=status_filter) if priority_filter: complaints_qs = complaints_qs.filter(severity=priority_filter) querysets["complaints"] = complaints_qs.select_related( "patient", "hospital", "department", "source", "created_by" ).order_by("-created_at") # 2. Inquiries from apps.complaints.models import Inquiry inquiries_qs = Inquiry.objects.filter(assigned_to=user) # Filter by selected hospital for PX Admins if selected_hospital: inquiries_qs = inquiries_qs.filter(hospital=selected_hospital) if start_date: inquiries_qs = inquiries_qs.filter(created_at__gte=start_date) if search_query: inquiries_qs = inquiries_qs.filter(Q(subject__icontains=search_query) | Q(message__icontains=search_query)) if status_filter: inquiries_qs = inquiries_qs.filter(status=status_filter) querysets["inquiries"] = inquiries_qs.select_related("patient", "hospital", "department").order_by("-created_at") # 3. Observations from apps.observations.models... [truncated] ``` ### Tool: Glob: '**/urls.py' **Status**: completed **Input:** ```json { "pattern": "**/urls.py" } ``` **Output:** ``` Found 27 file(s) matching "**/urls.py" in the workspace directory, sorted by modification time (newest first): --- /home/ismail/projects/HH/apps/projects/urls.py /home/ismail/projects/HH/apps/complaints/urls.py /home/ismail/projects/HH/apps/accounts/urls.py /home/ismail/projects/HH/apps/ai_engine/urls.py /home/ismail/projects/HH/apps/analytics/urls.py /home/ismail/projects/HH/apps/appreciation/urls.py /home/ismail/projects/HH/apps/callcenter/urls.py /home/ismail/projects/HH/apps/core/urls.py /home/ismail/projects/HH/apps/dashboard/urls.py /home/ismail/projects/HH/apps/feedback/urls.py /home/ismail/projects/HH/apps/integrations/urls.py /home/ismail/projects/HH/apps/journeys/urls.py /home/ismail/projects/HH/apps/notifications/urls.py /home/ismail/projects/HH/apps/observations/urls.py /home/ismail/projects/HH/apps/organizations/urls.py /home/ismail/projects/HH/apps/physicians/urls.py /home/ismail/projects/HH/apps/px_action_center/urls.py /home/ismail/projects/HH/apps/px_sources/urls.py /home/ismail/projects/HH/apps/rca/urls.py /home/ismail/projects/HH/apps/references/urls.py /home/ismail/projects/HH/apps/reports/urls.py /home/ismail/projects/HH/apps/simulator/urls.py /home/ismail/projects/HH/apps/social/urls.py /home/ismail/projects/HH/apps/standards/urls.py /home/ismail/projects/HH/apps/surveys/urls.py /home/ismail/projects/HH/config/urls.py /home/ismail/projects/HH/PX360/urls.py ``` ### Tool: ReadFile: apps/ai_engine **Status**: failed **Input:** ```json { "file_path": "/home/ismail/projects/HH/apps/ai_engine" } ``` **Affected Files:** - `/home/ismail/projects/HH/apps/ai_engine` **Output:** ``` Path is a directory, not a file: /home/ismail/projects/HH/apps/ai_engine ``` ## Assistant Let me examine the AI engine app structure and views to understand current AI capabilities before designing the Executive Summary feature. ### Tool: ListFiles: apps/ai_engine **Status**: completed **Input:** ```json { "path": "/home/ismail/projects/HH/apps/ai_engine" } ``` **Output:** ``` Listed 15 item(s) in /home/ismail/projects/HH/apps/ai_engine: --- [DIR] __pycache__ [DIR] migrations [DIR] templatetags __init__.py admin.py apps.py forms.py models.py serializers.py services.py signals.py ui_views.py urls.py utils.py views.py ``` ### Tool: ReadFile: apps/ai_engine/views.py **Status**: completed **Input:** ```json { "file_path": "/home/ismail/projects/HH/apps/ai_engine/views.py" } ``` **Affected Files:** - `/home/ismail/projects/HH/apps/ai_engine/views.py` **Output:** ```python """ AI Engine API views """ import time from django.db.models import Q from drf_spectacular.utils import extend_schema, extend_schema_view from rest_framework import status, viewsets from rest_framework.decorators import action, api_view, permission_classes from rest_framework.permissions import IsAuthenticated from rest_framework.response import Response from apps.accounts.permissions import IsPXAdmin, IsHospitalAdmin from .models import SentimentResult from .serializers import ( AnalyzeTextRequestSerializer, AnalyzeTextResponseSerializer, BatchAnalyzeRequestSerializer, BatchAnalyzeResponseSerializer, SentimentResultSerializer, SentimentStatsSerializer, ) from .services import AIEngineService @extend_schema_view( list=extend_schema( summary="List sentiment results", description="Get a list of all sentiment analysis results with filtering options" ), retrieve=extend_schema( summary="Get sentiment result", description="Get details of a specific sentiment analysis result" ), ) class SentimentResultViewSet(viewsets.ReadOnlyModelViewSet): """ Sentiment result viewset - Read-only API for sentiment results. Provides: - List all sentiment results with filters - Retrieve specific sentiment result - Statistics endpoint """ serializer_class = SentimentResultSerializer permission_classes = [IsAuthenticated] filterset_fields = ['sentiment', 'language', 'ai_service'] search_fields = ['text'] ordering_fields = ['created_at', 'sentiment_score', 'confidence'] ordering = ['-created_at'] def get_queryset(self): """Filter queryset based on user permissions""" queryset = SentimentResult.objects.select_related('content_type').all() # Apply filters from query params sentiment = self.request.query_params.get('sentiment') if sentiment: queryset = queryset.filter(sentiment=sentiment) language = self.request.query_params.get('language') if language: queryset = queryset.filter(language=language) ai_service = self.request.query_params.get('ai_service') if ai_service: queryset = queryset.filter(ai_service=ai_service) min_confidence = self.request.query_params.get('min_confidence') if min_confidence: queryset = queryset.filter(confidence__gte=min_confidence) search = self.request.query_params.get('search') if search: queryset = queryset.filter(text__icontains=search) return queryset @extend_schema( summary="Get sentiment statistics", description="Get aggregated statistics for sentiment results", responses={200: SentimentStatsSerializer} ) @action(detail=False, methods=['get']) def stats(self, request): """Get sentiment statistics""" queryset = self.get_queryset() stats = AIEngineService.get_sentiment_stats(queryset) serializer = SentimentStatsSerializer(stats) return Response(serializer.data) @extend_schema( summary="Analyze text", description="Analyze text for sentiment, keywords, entities, and emotions", request=AnalyzeTextRequestSerializer, responses={200: AnalyzeTextResponseSerializer} ) @api_view(['POST']) @permission_classes([IsAuthenticated]) def analyze_text(request): """ Analyze text for sentiment. POST /api/ai-engine/analyze/ Request body: { "text": "The service was excellent!", "language": "en", // optional, auto-detected if not provided "extract_keywords": true, "extract_entities": true, "detect_emotions": true } Response: { "text": "The service was excellent!", "language": "en", "sentiment": "positive", "sentiment_score": 0.8, "confidence": 0.9, "keywords": ["excellent"], "entities": [], "emotions": {"joy": 0.6}, "ai_service": "stub", "ai_model": "keyword_matching_v1", "processing_time_ms": 5 } """ serializer = AnalyzeTextRequestSerializer(data=request.data) if not serializer.is_valid(): return Response( serializer.errors, status=status.HTTP_400_BAD_REQUEST ) # Perform analysis result = AIEngineService.sentiment.analyze_text( text=serializer.validated_data['text'], language=serializer.validated_data.get('language'), extract_keywords=serializer.validated_data.get('extract_keywords', True), extract_entities=serializer.validated_data.get('extract_entities', True), detect_emotions=serializer.validated_data.get('detect_emotions', True), ) response_serializer = AnalyzeTextResponseSerializer(result) return Response(response_serializer.data) @extend_schema( summary="Analyze batch of texts", description="Analyze multiple texts in a single request", request=BatchAnalyzeRequestSerializer, responses={200: BatchAnalyzeResponseSerializer} ) @api_view(['POST']) @permission_classes([IsAuthenticated]) def analyze_batch(request): """ Analyze multiple texts in batch. POST /api/ai-engine/analyze-batch/ Request body: { "texts": [ "The service was excellent!", "Very disappointed with the wait time.", "Average experience overall." ], "language": "en" // optional } Response: { "results": [ { "text": "The service was excellent!", "sentiment": "positive", ... }, ... ], "total": 3, "processing_time_ms": 15 } """ serializer = BatchAnalyzeRequestSerializer(data=request.data) if not serializer.is_valid(): return Response( serializer.errors, status=status.HTTP_400_BAD_REQUEST ) start_time = time.time() # Perform batch analysis results = AIEngineService.sentiment.analyze_batch( texts=serializer.validated_data['texts'], language=serializer.validated_data.get('language'), ) processing_time_ms = int((time.time() - start_time) * 1000) response_data = { 'results': results, 'total': len(results), 'processing_time_ms': processing_time_ms, } response_serializer = BatchAnalyzeResponseSerializer(response_data) return Response(response_serializer.data) @extend_schema( summary="Get sentiment for object", description="Get sentiment analysis result for a specific object", responses={200: SentimentResultSerializer} ) @api_view(['GET']) @permission_classes([IsAuthenticated]) def get_sentiment_for_object(request, content_type_id, object_id): """ Get sentiment result for a specific object. GET /api/ai-engine/sentiment/{content_type_id}/{object_id}/ """ from django.contrib.contenttypes.models import ContentType try: content_type = ContentType.objects.get(id=content_type_id) except ContentType.DoesNotExist: return Response( {'error': 'Content type not found'}, status=status.HTTP_404_NOT_FOUND ) sentiment_result = SentimentResult.objects.filter( content_type=content_type, object_id=object_id ).first() if not sentiment_result: return Response( {'error': 'Sentiment result not found'}, status=status.HTTP_404_NOT_FOUND ) serializer = SentimentResultSerializer(sentiment_result) return Response(serializer.data) ``` ### Tool: ReadFile: config/urls.py **Status**: completed **Input:** ```json { "file_path": "/home/ismail/projects/HH/config/urls.py" } ``` **Affected Files:** - `/home/ismail/projects/HH/config/urls.py` **Output:** ```python """ URL configuration for PX360 project. """ from django.conf import settings from django.conf.urls.static import static from django.contrib import admin from django.urls import include, path from django.conf.urls.i18n import i18n_patterns from drf_spectacular.views import SpectacularAPIView, SpectacularRedocView, SpectacularSwaggerView from apps.organizations.views import api_patient_search, api_staff_search urlpatterns = [ # Language switching path("i18n/", include("django.conf.urls.i18n")), # Admin path("admin/", admin.site.urls), # Dashboard path("", include("apps.dashboard.urls")), # Health check endpoint path("health/", include("apps.core.urls", namespace="health")), # Core pages (public submissions, hospital selection) path("core/", include("apps.core.urls", namespace="core")), # UI Pages path("complaints/", include("apps.complaints.urls")), path("inquiries/", include("apps.complaints.urls_inquiries")), path("physicians/", include("apps.physicians.urls", namespace="physicians")), path("feedback/", include("apps.feedback.urls")), path("actions/", include("apps.px_action_center.urls")), path("accounts/", include("apps.accounts.urls", namespace="accounts")), path("journeys/", include("apps.journeys.urls")), path("surveys/", include("apps.surveys.urls")), path("social/", include("apps.social.urls")), path("callcenter/", include("apps.callcenter.urls")), path("analytics/", include("apps.analytics.urls")), path("organizations/", include("apps.organizations.urls")), path("projects/", include("apps.projects.urls")), path("config/", include("apps.core.config_urls")), path("ai-engine/", include("apps.ai_engine.urls")), path("appreciation/", include("apps.appreciation.urls", namespace="appreciation")), path("notifications/", include("apps.notifications.urls", namespace="notifications")), path("observations/", include("apps.observations.urls")), path("px-sources/", include("apps.px_sources.urls")), path("references/", include("apps.references.urls", namespace="references")), path("standards/", include("apps.standards.urls")), path("reports/", include("apps.reports.urls", namespace="reports")), path("rca/", include("apps.rca.urls", namespace="rca")), # API endpoints path("api/auth/", include("apps.accounts.urls", namespace="api_auth")), path("api/physicians/", include("apps.physicians.urls", namespace="api_physicians")), path("api/integrations/", include("apps.integrations.urls")), path("api/notifications/", include("apps.notifications.urls", namespace="api_notifications")), path("api/v1/appreciation/", include("apps.appreciation.urls", namespace="api_appreciation")), path("api/simulator/", include("apps.simulator.urls", namespace="api_simulator")), path("api/patients/search/", api_patient_search, name="api_patient_search"), path("api/staffs/search/", api_staff_search, name="api_staff_search"), # OpenAPI/Swagger documentation path("api/schema/", SpectacularAPIView.as_view(), name="schema"), path("api/docs/", SpectacularSwaggerView.as_view(url_name="schema"), name="swagger-ui"), path("api/redoc/", SpectacularRedocView.as_view(url_name="schema"), name="redoc"), ] # Serve media files in development if settings.DEBUG: urlpatterns += static(settings.MEDIA_URL, document_root=settings.MEDIA_ROOT) urlpatterns += static(settings.STATIC_URL, document_root=settings.STATIC_ROOT) # Customize admin site admin.site.site_header = "PX360 Administration" admin.site.site_title = "PX360 Admin Portal" admin.site.index_title = "Welcome to PX360 Administration" ``` ## Assistant Let me examine the AI engine services, models, and settings to understand the existing AI capabilities and LLM configuration available for building the Executive Summary feature. ### Tool: ReadFile: apps/ai_engine/services.py **Status**: completed **Input:** ```json { "file_path": "/home/ismail/projects/HH/apps/ai_engine/services.py" } ``` **Affected Files:** - `/home/ismail/projects/HH/apps/ai_engine/services.py` **Output:** ```python """ AI Engine services - Sentiment analysis and NLP This module provides AI services for: - Sentiment analysis (positive, neutral, negative) - Keyword extraction - Entity recognition - Emotion detection - Language detection Currently uses a stub implementation that can be replaced with: - OpenAI API - Azure Cognitive Services - AWS Comprehend - Custom ML models """ import re import time from decimal import Decimal from typing import Dict, List, Optional, Tuple from django.contrib.contenttypes.models import ContentType from django.db import transaction from .models import SentimentResult class SentimentAnalysisService: """ Sentiment analysis service with stub implementation. This service provides realistic sentiment analysis without external API calls. Replace the stub methods with real AI service calls when ready. """ # Positive keywords (English and Arabic) POSITIVE_KEYWORDS = { 'en': [ 'excellent', 'great', 'good', 'wonderful', 'amazing', 'fantastic', 'outstanding', 'superb', 'perfect', 'best', 'love', 'happy', 'satisfied', 'pleased', 'thank', 'appreciate', 'helpful', 'kind', 'professional', 'caring', 'friendly', 'clean', 'comfortable' ], 'ar': [ 'ممتاز', 'رائع', 'جيد', 'جميل', 'مذهل', 'رائع', 'متميز', 'ممتاز', 'مثالي', 'أفضل', 'أحب', 'سعيد', 'راض', 'مسرور', 'شكر', 'أقدر', 'مفيد', 'لطيف', 'محترف', 'مهتم', 'ودود', 'نظيف', 'مريح' ] } # Negative keywords (English and Arabic) NEGATIVE_KEYWORDS = { 'en': [ 'bad', 'terrible', 'horrible', 'awful', 'poor', 'worst', 'disappointed', 'unhappy', 'unsatisfied', 'angry', 'frustrated', 'rude', 'unprofessional', 'dirty', 'uncomfortable', 'painful', 'long wait', 'delayed', 'ignored', 'neglected', 'complaint' ], 'ar': [ 'سيء', 'فظيع', 'مروع', 'سيء', 'ضعيف', 'أسوأ', 'خائب', 'غير سعيد', 'غير راض', 'غاضب', 'محبط', 'وقح', 'غير محترف', 'قذر', 'غير مريح', 'مؤلم', 'انتظار طويل', 'متأخر', 'تجاهل', 'مهمل', 'شكوى' ] } # Emotion keywords EMOTION_KEYWORDS = { 'joy': ['happy', 'joy', 'pleased', 'delighted', 'سعيد', 'فرح', 'مسرور'], 'anger': ['angry', 'furious', 'mad', 'غاضب', 'غضب', 'حنق'], 'sadness': ['sad', 'unhappy', 'disappointed', 'حزين', 'خائب', 'محبط'], 'fear': ['afraid', 'scared', 'worried', 'خائف', 'قلق', 'مذعور'], 'surprise': ['surprised', 'shocked', 'amazed', 'متفاجئ', 'مندهش', 'مذهول'], } @classmethod def detect_language(cls, text: str) -> str: """ Detect language of text (English or Arabic). Simple detection based on character ranges. """ # Count Arabic characters arabic_chars = len(re.findall(r'[\u0600-\u06FF]', text)) # Count English characters english_chars = len(re.findall(r'[a-zA-Z]', text)) if arabic_chars > english_chars: return 'ar' return 'en' @classmethod def extract_keywords(cls, text: str, language: str, max_keywords: int = 10) -> List[str]: """ Extract keywords from text. Stub implementation: Returns words that appear in positive/negative keyword lists. Replace with proper NLP keyword extraction (TF-IDF, RAKE, etc.) """ text_lower = text.lower() keywords = [] # Check positive keywords for keyword in cls.POSITIVE_KEYWORDS.get(language, []): if keyword in text_lower: keywords.append(keyword) # Check negative keywords for keyword in cls.NEGATIVE_KEYWORDS.get(language, []): if keyword in text_lower: keywords.append(keyword) return keywords[:max_keywords] @classmethod def extract_entities(cls, text: str, language: str) -> List[Dict[str, str]]: """ Extract named entities from text. Stub implementation: Returns basic pattern matching. Replace with proper NER (spaCy, Stanford NER, etc.) """ entities = [] # Simple email detection emails = re.findall(r'\b[A-Za-z0-9._%+-]+@[A-Za-z0-9.-]+\.[A-Z|a-z]{2,}\b', text) for email in emails: entities.append({'text': email, 'type': 'EMAIL'}) # Simple phone detection phones = re.findall(r'\b\d{10,}\b', text) for phone in phones: entities.append({'text': phone, 'type': 'PHONE'}) return entities @classmethod def detect_emotions(cls, text: str) -> Dict[str, float]: """ Detect emotions in text. Stub implementation: Returns emotion scores based on keyword matching. Replace with proper emotion detection model. """ text_lower = text.lower() emotions = {} for emotion, keywords in cls.EMOTION_KEYWORDS.items(): score = 0.0 for keyword in keywords: if keyword in text_lower: score += 0.2 emotions[emotion] = min(score, 1.0) return emotions @classmethod def calculate_sentiment_score(cls, text: str, language: str) -> Tuple[str, float, float]: """ Calculate sentiment score for text. Returns: Tuple of (sentiment, score, confidence) - sentiment: 'positive', 'neutral', or 'negative' - score: float from -1 (very negative) to 1 (very positive) - confidence: float from 0 to 1 Stub implementation: Uses keyword matching. Replace with ML model (BERT, RoBERTa, etc.) """ text_lower = text.lower() # Count positive and negative keywords positive_count = 0 negative_count = 0 for keyword in cls.POSITIVE_KEYWORDS.get(language, []): positive_count += text_lower.count(keyword) for keyword in cls.NEGATIVE_KEYWORDS.get(language, []): negative_count += text_lower.count(keyword) # Calculate score total_keywords = positive_count + negative_count if total_keywords == 0: # No sentiment keywords found - neutral return 'neutral', 0.0, 0.5 # Calculate sentiment score (-1 to 1) score = (positive_count - negative_count) / max(total_keywords, 1) # Determine sentiment category if score > 0.2: sentiment = 'positive' elif score < -0.2: sentiment = 'negative' else: sentiment = 'neutral' # Calculate confidence (higher when more keywords found) confidence = min(total_keywords / 10.0, 1.0) confidence = max(confidence, 0.3) # Minimum confidence return sentiment, score, confidence @classmethod def analyze_text( cls, text: str, language: Optional[str] = None, extract_keywords: bool = True, extract_entities: bool = True, detect_emotions: bool = True ) -> Dict: """ Perform complete sentiment analysis on text. Args: text: Text to analyze language: Language code ('en' or 'ar'), auto-detected if None extract_keywords: Whether to extract keywords extract_entities: Whether to extract entities detect_emotions: Whether to detect emotions Returns: Dictionary with analysis results """ start_time = time.time() # Detect language if not provided if language is None: language = cls.detect_language(text) # Calculate sentiment sentiment, score, confidence = cls.calculate_sentiment_score(text, language) # Extract additional features keywords = [] if extract_keywords: keywords = cls.extract_keywords(text, language) entities = [] if extract_entities: entities = cls.extract_entities(text, language) emotions = {} if detect_emotions: emotions = cls.detect_emotions(text) # Calculate processing time processing_time_ms = int((time.time() - start_time) * 1000) return { 'text': text, 'language': language, 'sentiment': sentiment, 'sentiment_score': score, 'confidence': confidence, 'keywords': keywords, 'entities': entities, 'emotions': emotions, 'ai_service': 'stub', 'ai_model': 'keyword_matching_v1', 'processing_time_ms': processing_time_ms, } @classmethod @transaction.atomic def analyze_and_save( cls, text: str, content_object, language: Optional[str] = None, **kwargs ) -> SentimentResult: """ Analyze text and save result to database. Args: text: Text to analyze content_object: Django model instance to link to language: Language code ('en' or 'ar'), auto-detected if None **kwargs: Additional arguments for analyze_text Returns: SentimentResult instance """ # Perform analysis analysis = cls.analyze_text(text, language, **kwargs) # Get content type content_type = ContentType.objects.get_for_model(content_object) # Create sentiment result sentiment_result = SentimentResult.objects.create( content_type=content_type, object_id=content_object.id, text=analysis['text'], language=analysis['language'], sentiment=analysis['sentiment'], sentiment_score=Decimal(str(analysis['sentiment_score'])), confidence=Decimal(str(analysis['confidence'])), keywords=analysis['keywords'], entities=analysis['entities'], emotions=analysis['emotions'], ai_service=analysis['ai_service'], ai_model=analysis['ai_model'], processing_time_ms=analysis['processing_time_ms'], ) return sentiment_result @classmethod def analyze_batch(cls, texts: List[str], language: Optional[str] = None) -> List[Dict]: """ Analyze multiple texts in batch. Args: texts: List of texts to analyze language: Language code ('en' or 'ar'), auto-detected if None Returns: List of analysis results """ results = [] for text in texts: result = cls.analyze_text(text, language) results.append(result) return results class AIEngineService: """ Main AI Engine service - facade for all AI capabilities. """ sentiment = SentimentAnalysisService @classmethod def get_sentiment_for_object(cls, content_object) -> Optional[SentimentResult]: """ Get the most recent sentiment result for an object. """ content_type = ContentType.objects.get_for_model(content_object) return SentimentResult.objects.filter( content_type=content_type, object_id=content_object.id ).first() @classmethod def get_sentiment_stats(cls, queryset=None) -> Dict: """ Get sentiment statistics. Args: queryset: Optional SentimentResult queryset to filter Returns: Dictionary with statistics """ if queryset is None: queryset = SentimentResult.objects.all() total = queryset.count() if total == 0: return { 'total': 0, 'positive': 0, 'neutral': 0, 'negative': 0, 'positive_pct': 0, 'neutral_pct': 0, 'negative_pct': 0, 'avg_score': 0, 'avg_confidence': 0, } positive = queryset.filter(sentiment='positive').count() neutral = queryset.filter(sentiment='neutral').count() negative = queryset.filter(sentiment='negative').count() # Calculate averages from django.db.models import Avg avg_score = queryset.aggregate(Avg('sentiment_score'))['sentiment_score__avg'] or 0 avg_confidence = queryset.aggregate(Avg('confidence'))['confidence__avg'] or 0 return { 'total': total, 'positive': positive, 'neutral': neutral, 'negative': negative, 'positive_pct': round((positive / total) * 100, 1), 'neutral_pct': round((neutral / total) * 100, 1), 'negative_pct': round((negative / total) * 100, 1), 'avg_score': float(avg_score), 'avg_confidence': float(avg_confidence), } ``` ### Tool: ReadFile: apps/ai_engine/models.py **Status**: completed **Input:** ```json { "file_path": "/home/ismail/projects/HH/apps/ai_engine/models.py" } ``` **Affected Files:** - `/home/ismail/projects/HH/apps/ai_engine/models.py` **Output:** ```python """ AI Engine models - AI sentiment analysis and NLP This module implements AI capabilities: - Sentiment analysis for text (complaints, comments, social posts) - Generic sentiment result storage - Stubbed AI service interface for future integration """ from django.contrib.contenttypes.fields import GenericForeignKey from django.contrib.contenttypes.models import ContentType from django.db import models from apps.core.models import TimeStampedModel, UUIDModel class SentimentResult(UUIDModel, TimeStampedModel): """ AI Sentiment analysis result - linked to any text content. Uses generic foreign key to link to: - Complaints - Survey responses (text answers) - Social media mentions - Call center notes """ # Related object (generic foreign key) content_type = models.ForeignKey( ContentType, on_delete=models.CASCADE ) object_id = models.UUIDField() content_object = GenericForeignKey('content_type', 'object_id') # Text analyzed text = models.TextField(help_text="Text that was analyzed") language = models.CharField( max_length=5, choices=[('en', 'English'), ('ar', 'Arabic')], default='en' ) # Sentiment result sentiment = models.CharField( max_length=20, choices=[ ('positive', 'Positive'), ('neutral', 'Neutral'), ('negative', 'Negative'), ], db_index=True ) # Sentiment score (-1 to 1, where -1 is very negative, 1 is very positive) sentiment_score = models.DecimalField( max_digits=5, decimal_places=4, help_text="Sentiment score from -1 (negative) to 1 (positive)" ) # Confidence level (0 to 1) confidence = models.DecimalField( max_digits=5, decimal_places=4, help_text="Confidence level of the sentiment analysis" ) # AI service information ai_service = models.CharField( max_length=100, default='stub', help_text="AI service used (e.g., 'openai', 'azure', 'aws', 'stub')" ) ai_model = models.CharField( max_length=100, blank=True, help_text="Specific AI model used" ) # Processing metadata processing_time_ms = models.IntegerField( null=True, blank=True, help_text="Time taken to analyze (milliseconds)" ) # Additional analysis (optional) keywords = models.JSONField( default=list, blank=True, help_text="Extracted keywords" ) entities = models.JSONField( default=list, blank=True, help_text="Extracted entities (people, places, etc.)" ) emotions = models.JSONField( default=dict, blank=True, help_text="Emotion scores (joy, anger, sadness, etc.)" ) # Metadata metadata = models.JSONField(default=dict, blank=True) class Meta: ordering = ['-created_at'] indexes = [ models.Index(fields=['sentiment', '-created_at']), models.Index(fields=['content_type', 'object_id']), ] def __str__(self): return f"{self.sentiment} ({self.sentiment_score}) - {self.text[:50]}" ``` ### Tool: Grep: 'LITELLM|OPENROUTER|AI_MODEL|ai.*model' (filter: '**/settings*.py') **Status**: completed **Input:** ```json { "pattern": "LITELLM|OPENROUTER|AI_MODEL|ai.*model", "glob": "**/settings*.py" } ``` **Output:** ``` Found 31 matches for pattern "LITELLM|OPENROUTER|AI_MODEL|ai.*model" in the workspace directory (filter: "**/settings*.py"): --- /home/ismail/projects/HH/apps/notifications/settings_models.py:77: complaint_acknowledgment_email = models.BooleanField( /home/ismail/projects/HH/apps/notifications/settings_models.py:81: complaint_acknowledgment_sms = models.BooleanField( /home/ismail/projects/HH/apps/notifications/settings_models.py:85: complaint_acknowledgment_whatsapp = models.BooleanField( /home/ismail/projects/HH/apps/notifications/settings_models.py:91: complaint_assigned_email = models.BooleanField( /home/ismail/projects/HH/apps/notifications/settings_models.py:95: complaint_assigned_sms = models.BooleanField( /home/ismail/projects/HH/apps/notifications/settings_models.py:99: complaint_assigned_whatsapp = models.BooleanField( /home/ismail/projects/HH/apps/notifications/settings_models.py:105: complaint_status_changed_email = models.BooleanField( /home/ismail/projects/HH/apps/notifications/settings_models.py:109: complaint_status_changed_sms = models.BooleanField( /home/ismail/projects/HH/apps/notifications/settings_models.py:113: complaint_status_changed_whatsapp = models.BooleanField( /home/ismail/projects/HH/apps/notifications/settings_models.py:119: complaint_resolved_email = models.BooleanField( /home/ismail/projects/HH/apps/notifications/settings_models.py:123: complaint_resolved_sms = models.BooleanField( /home/ismail/projects/HH/apps/notifications/settings_models.py:127: complaint_resolved_whatsapp = models.BooleanField( /home/ismail/projects/HH/apps/notifications/settings_models.py:133: complaint_closed_email = models.BooleanField( /home/ismail/projects/HH/apps/notifications/settings_models.py:137: complaint_closed_sms = models.BooleanField( /home/ismail/projects/HH/apps/notifications/settings_models.py:141: complaint_closed_whatsapp = models.BooleanField( /home/ismail/projects/HH/apps/notifications/settings_models.py:149: explanation_requested_email = models.BooleanField( /home/ismail/projects/HH/apps/notifications/settings_models.py:163: explanation_reminder_email = models.BooleanField( /home/ismail/projects/HH/apps/notifications/settings_models.py:177: explanation_overdue_email = models.BooleanField( /home/ismail/projects/HH/apps/notifications/settings_models.py:191: explanation_received_email = models.BooleanField( /home/ismail/projects/HH/apps/notifications/settings_models.py:213: survey_invitation_email = models.BooleanField( /home/ismail/projects/HH/apps/notifications/settings_models.py:227: survey_reminder_email = models.BooleanField( /home/ismail/projects/HH/apps/notifications/settings_models.py:241: survey_completed_email = models.BooleanField( /home/ismail/projects/HH/apps/notifications/settings_models.py:253: action_assigned_email = models.BooleanField( /home/ismail/projects/HH/apps/notifications/settings_models.py:267: action_due_soon_email = models.BooleanField( /home/ismail/projects/HH/apps/notifications/settings_models.py:277: action_overdue_email = models.BooleanField( /home/ismail/projects/HH/apps/notifications/settings_models.py:289: sla_reminder_email = models.BooleanField( /home/ismail/projects/HH/apps/notifications/settings_models.py:299: sla_breach_email = models.BooleanField( /home/ismail/projects/HH/apps/notifications/settings_models.py:315: onboarding_invitation_email = models.BooleanField( /home/ismail/projects/HH/apps/notifications/settings_models.py:329: onboarding_reminder_email = models.BooleanField( /home/ismail/projects/HH/apps/notifications/settings_models.py:343: onboarding_completion_email = models.BooleanField( /home/ismail/projects/HH/apps/notifications/settings_models.py:375: retry_failed_notifications = models.BooleanField( ``` ## Assistant The grep search didn't find the LiteLLM/OpenRouter AI configuration, so I need to search for the actual settings file to understand how AI/LLM is configured in this project. ### Tool: Glob: '**/settings.py' **Status**: completed **Input:** ```json { "pattern": "**/settings.py" } ``` **Output:** ``` Found 1 file(s) matching "**/settings.py" in the workspace directory, sorted by modification time (newest first): --- /home/ismail/projects/HH/PX360/settings.py ``` ## Assistant Let me search for the LiteLLM/OpenRouter AI configuration in the settings file to understand what AI capabilities are already set up. ### Tool: Grep: 'LITELLM|OPENROUTER|AI.*API|ai.*config' in path '/home/ismail/projects/HH/PX360/settings.py' **Status**: completed **Input:** ```json { "path": "/home/ismail/projects/HH/PX360/settings.py", "limit": 50, "pattern": "LITELLM|OPENROUTER|AI.*API|ai.*config" } ``` **Output:** ``` No matches found for pattern "LITELLM|OPENROUTER|AI.*API|ai.*config" in path "/home/ismail/projects/HH/PX360/settings.py". ``` ## Assistant Let me search more broadly for any AI-related configuration in the settings file. ### Tool: Grep: 'AI|ai_' in path '/home/ismail/projects/HH/PX360/settings.py' **Status**: completed **Input:** ```json { "path": "/home/ismail/projects/HH/PX360/settings.py", "limit": 30, "pattern": "AI|ai_" } ``` **Output:** ``` Found 1 match for pattern "AI|ai_" in path "/home/ismail/projects/HH/PX360/settings.py": --- /home/ismail/projects/HH/PX360/settings.py:188:EMAIL_LOGO_URL = "http://127.0.0.1:8000/static/img/HH_R_H_Logo.png" ``` ## Assistant Need to check requirements.txt to understand what AI/LLM packages are available in the project for building the Executive Summary AI features. ### Tool: ReadFile: requirements.txt **Status**: completed **Input:** ```json { "file_path": "/home/ismail/projects/HH/requirements.txt" } ``` **Affected Files:** - `/home/ismail/projects/HH/requirements.txt` **Output:** ``` aiohappyeyeballs==2.6.1 aiohttp==3.13.3 aiohttp-retry==2.9.1 aiosignal==1.4.0 amqp==5.3.1 annotated-types==0.7.0 anyio==4.12.0 asgiref==3.11.0 attrs==25.4.0 billiard==4.2.4 brotli==1.2.0 cachetools==6.2.4 celery==5.6.2 certifi==2026.1.4 cffi==2.0.0 charset-normalizer==3.4.4 click==8.3.1 click-didyoumean==0.3.1 click-plugins==1.1.1.2 click-repl==0.3.0 cron-descriptor==1.4.5 cssselect2==0.8.0 distro==1.9.0 django==6.0.1 django-celery-beat==2.9.0 django-environ==0.12.0 django-extensions==4.1 django-filter==25.1 django-stubs==5.2.8 django-stubs-ext==5.2.8 django-timezone-field==7.2.1 djangorestframework==3.16.1 djangorestframework-simplejwt==5.5.1 djangorestframework-stubs==3.16.6 drf-spectacular==0.29.0 et-xmlfile==2.0.0 fastuuid==0.14.0 filelock==3.20.2 fonttools==4.61.1 frozenlist==1.8.0 fsspec==2025.12.0 google-api-core==2.29.0 google-api-python-client==2.187.0 google-auth==2.41.1 google-auth-httplib2==0.3.0 google-auth-oauthlib==1.2.3 googleapis-common-protos==1.72.0 grpcio==1.67.1 gunicorn==23.0.0 h11==0.16.0 hf-xet==1.2.0 httpcore==1.0.9 httplib2==0.31.0 httpx==0.28.1 huggingface-hub==1.2.3 idna==3.11 importlib-metadata==8.7.1 inflection==0.5.1 jinja2==3.1.6 jiter==0.12.0 jsonschema==4.25.1 jsonschema-specifications==2025.9.1 kombu==5.6.2 litellm==1.80.11 markdown-it-py==4.0.0 markupsafe==3.0.3 mdurl==0.1.2 multidict==6.7.0 numpy==2.4.3 oauthlib==3.3.1 openai==2.14.0 openpyxl==3.1.5 packaging==25.0 pandas==3.0.1 pillow==12.1.0 pip==24.0 polib==1.2.0 prompt-toolkit==3.0.52 propcache==0.4.1 proto-plus==1.27.0 protobuf==6.33.3 psycopg2-binary==2.9.11 -e file:///home/ismail/projects/HH pyasn1==0.6.1 pyasn1-modules==0.4.2 pycparser==2.23 pydantic==2.12.5 pydantic-core==2.41.5 pydyf==0.12.1 pygments==2.19.2 pyjwt==2.10.1 pyparsing==3.3.1 pyphen==0.17.2 python-crontab==3.3.0 python-dateutil==2.9.0.post0 python-dotenv==1.2.1 pytz==2025.2 pyyaml==6.0.3 redis==7.1.0 referencing==0.37.0 regex==2025.11.3 reportlab==4.4.7 requests==2.32.5 requests-oauthlib==2.0.0 rich==14.2.0 rpds-py==0.30.0 rsa==4.9.1 shellingham==1.5.4 six==1.17.0 sniffio==1.3.1 sqlparse==0.5.5 tiktoken==0.12.0 tinycss2==1.5.1 tinyhtml5==2.0.0 tokenizers==0.22.2 tqdm==4.67.1 tweepy==4.16.0 twilio==9.10.3 typer-slim==0.21.0 types-pyyaml==6.0.12.20250915 types-requests==2.32.4.20250913 typing-extensions==4.15.0 typing-inspection==0.4.2 tzdata==2025.3 tzlocal==5.3.1 ua-parser==1.0.1 ua-parser-builtins==202601 unidecode==1.4.0 uritemplate==4.2.0 urllib3==2.6.2 user-agents==2.2.0 vine==5.1.0 watchdog==6.0.0 wcwidth==0.2.14 weasyprint==67.0 webencodings==0.5.1 whitenoise==6.11.0 xlrd==2.0.2 yarl==1.22.0 zipp==3.23.0 zopfli==0.4.0 ``` ## Assistant I should explore the dashboard templates to understand the existing UI structure and patterns for designing the Executive Summary page. ## Assistant Perfect! I can see LiteLLM is installed. Now let me check the existing dashboard templates to understand the UI structure better. ### Tool: Glob: '**/dashboard/templates/**/*.html' **Status**: completed **Input:** ```json { "pattern": "**/dashboard/templates/**/*.html" } ``` **Output:** ``` No files found matching pattern "**/dashboard/templates/**/*.html" in the workspace directory ``` ### Tool: ReadFile: apps/dashboard/urls.py **Status**: completed **Input:** ```json { "file_path": "/home/ismail/projects/HH/apps/dashboard/urls.py" } ``` **Affected Files:** - `/home/ismail/projects/HH/apps/dashboard/urls.py` **Output:** ```python """ Dashboard URLs """ from django.urls import path from .views import ( CommandCenterView, my_dashboard, dashboard_bulk_action, admin_evaluation, admin_evaluation_chart_data, staff_performance_detail, staff_performance_trends, department_benchmarks, export_staff_performance, performance_analytics_api, command_center_api, employee_evaluation, employee_evaluation_data, complaint_request_list, complaint_request_export, ) app_name = "dashboard" urlpatterns = [ path("", CommandCenterView.as_view(), name="command-center"), path("api/", command_center_api, name="command_center_api"), path("my/", my_dashboard, name="my_dashboard"), path("bulk-action/", dashboard_bulk_action, name="bulk_action"), # Admin Evaluation path("admin-evaluation/", admin_evaluation, name="admin_evaluation"), path("admin-evaluation/chart-data/", admin_evaluation_chart_data, name="admin_evaluation_chart_data"), # Employee Evaluation (PAD Department Weekly Dashboard) path("employee-evaluation/", employee_evaluation, name="employee_evaluation"), path("employee-evaluation/data/", employee_evaluation_data, name="employee_evaluation_data"), # Enhanced Staff Performance path("admin-evaluation/staff//", staff_performance_detail, name="staff_performance_detail"), path("admin-evaluation/staff//trends/", staff_performance_trends, name="staff_performance_trends"), path("admin-evaluation/benchmarks/", department_benchmarks, name="department_benchmarks"), path("admin-evaluation/export/", export_staff_performance, name="export_staff_performance"), path("admin-evaluation/analytics/", performance_analytics_api, name="performance_analytics_api"), # Step 0 — Complaint Requests Report path("complaint-requests/", complaint_request_list, name="complaint_request_list"), path("complaint-requests/export/", complaint_request_export, name="complaint_request_export"), ] ``` ## Assistant I need to find the dashboard templates to understand the existing UI structure and patterns for building the Executive Summary page. ### Tool: Glob: '**/templates/dashboard/*.html' **Status**: completed **Input:** ```json { "pattern": "**/templates/dashboard/*.html" } ``` **Output:** ``` Found 8 file(s) matching "**/templates/dashboard/*.html" in the workspace directory, sorted by modification time (newest first): --- /home/ismail/projects/HH/templates/dashboard/analytics-template.html /home/ismail/projects/HH/templates/dashboard/admin_evaluation.html /home/ismail/projects/HH/templates/dashboard/command_center.html /home/ismail/projects/HH/templates/dashboard/complaint_request_list.html /home/ismail/projects/HH/templates/dashboard/department_benchmarks.html /home/ismail/projects/HH/templates/dashboard/employee_evaluation.html /home/ismail/projects/HH/templates/dashboard/my_dashboard.html /home/ismail/projects/HH/templates/dashboard/staff_performance_detail.html ``` ## Assistant Now I have enough information about the codebase architecture, AI capabilities, and user requirements to create a comprehensive implementation plan for the Executive Summary feature. ## Assistant Now I have enough information to create a comprehensive plan. Let me present it to you. ## Executive Summary Feature Plan Based on your requirements and the existing PX360 architecture, here's my comprehensive plan: ### **Overview** Create an AI-powered Executive Summary system for top management with: 1. **Executive Dashboard** - Real-time high-level overview across all hospitals 2. **AI-Generated Narratives** - Automated weekly/monthly performance summaries 3. **Predictive Insights** - Early warning system and risk detection 4. **Recommendation Engine** - AI-suggested actions 5. **Natural Language Q&A** - Ask questions about your data 6. **PDF Report Generation** - Scheduled executive reports 7. **Mobile-Optimized View** - On-the-go access --- ### **Architecture** #### **1. New Role: Executive (C-Suite/Top Management)** - System-wide view across all hospitals - Can drill down to individual hospitals/departments - Read-only access to all metrics - Special mobile-optimized interface #### **2. New Django App: `apps/executive_summary/`** ``` Models: - ExecutiveReport (scheduled AI-generated reports) - PredictiveInsight (AI-detected patterns/risks) - AIRecommendation (suggested actions) - ExecutiveMetric (KPI snapshots for trending) Views: - ExecutiveDashboardView (main dashboard) - ExecutiveReportAPIView (AI narrative generation) - PredictiveInsightsView (risk analysis) - ExecutiveQ&AView (natural language queries) - ExecutivePDFReportView (PDF generation) Services: - ExecutiveSummaryService (data aggregation) - AINarrativeService (LLM-powered summaries) - PredictiveAnalyticsService (trend/risk detection) - RecommendationService (action suggestions) - ExecutiveQAService (natural language to queries) Tasks (Celery): - generate_weekly_executive_summary - generate_monthly_executive_summary - calculate_predictive_insights - generate_recommendations - send_executive_pdf_report ``` #### **3. AI-Powered Features** **A. Automated Narratives** (using LiteLLM + Gemma) - Weekly/Monthly natural language summaries - Example: "This month, patient complaints decreased 12% across all hospitals. Hospital A showed significant improvement in resolution time (from 48h to 32h). However, we detected an emerging pattern of communication-related complaints in the Emergency department that requires attention." - Bilingual (English/Arabic) **B. Predictive Insights** - Trend analysis with anomaly detection - Risk scoring for hospitals/departments - Early warning indicators: - Rising complaint categories - Declining satisfaction trends - SLA breach predictions - Staff performance degradation **C. Recommendation Engine** - AI-suggested actions based on: - Historical resolution patterns - Best practices from successful departments - Resource allocation optimization - Preventive measures for predicted issues **D. Natural Language Q&A** - "What was the complaint rate for Hospital A last month?" - "Show me departments with declining satisfaction" - "Which hospital has the best resolution time?" - Converts natural language to Django ORM queries #### **4. Dashboard UI Components** **Executive Summary Page:** ``` ┌─────────────────────────────────────────────┐ │ 📊 Executive Summary | All Hospitals │ │ [Date Range] [Hospital Filter] [Export PDF]│ ├─────────────────────────────────────────────┤ │ 🤖 AI Executive Brief (Narrative Summary) │ │ "This week showed overall improvement..." │ ├─────────────────────────────────────────────┤ │ ⚠️ Risk Alerts | 🔮 Predictions │ │ • Hospital B: Rising complaints (+23%) │ │ • Emergency Dept: SLA breach risk (85%) │ │ • Survey satisfaction trending down │ ├─────────────────────────────────────────────┤ │ 📈 Key Metrics Cards │ │ ┌──────┐ ┌──────┐ ┌──────┐ ┌──────┐ │ │ │Compl.│ │Surveys│ │Actions│ │NPS │ │ │ │ 1,234│ │ 89% │ │ 456 │ │ +72 │ │ │ │ ↓8% │ │ ↑3% │ │ ↓12% │ │ ↑5 │ │ │ └──────┘ └──────┘ └──────┘ └──────┘ │ ├─────────────────────────────────────────────┤ │ 📊 Charts │ │ • Multi-hospital comparison trends │ │ • Complaint category breakdown │ │ • Satisfaction heatmap by department │ │ • Resolution time distribution │ │ • NPS trend across hospitals │ ├─────────────────────────────────────────────┤ │ 🏆 Hospital Leaderboard │ │ 1. Hospital A - 92% satisfaction │ │ 2. Hospital C - 87% satisfaction │ │ 3. Hospital B - 81% satisfaction ⚠️ │ ├─────────────────────────────────────────────┤ │ 💡 AI Recommendations │ │ • Implement staff training in Emergency │ │ • Review communication protocols │ │ • Increase survey follow-up rate │ ├─────────────────────────────────────────────┤ │ ❓ Ask AI (Q&A Input) │ │ [Type your question...] │ └─────────────────────────────────────────────┘ ``` #### **5. PDF Report Generation** - Weekly Executive Summary (auto-generated, emailed) - Monthly Deep Analysis Report - Custom date range reports - Professional formatting with charts - Bilingual support #### **6. Implementation Steps** **Phase 1: Foundation** (Week 1) 1. Create `Executive` role and permissions 2. Create `apps/executive_summary/` app structure 3. Build data aggregation service 4. Create basic dashboard view with metrics **Phase 2: AI Integration** (Week 2) 5. Implement AI Narrative Service using LiteLLM 6. Build predictive analytics service 7. Create recommendation engine 8. Add AI brief generation to dashboard **Phase 3: Advanced Features** (Week 3) 9. Implement Natural Language Q&A 10. Build predictive insights detection 11. Create hospital comparison views 12. Add risk scoring system **Phase 4: Reports & Mobile** (Week 4) 13. Implement PDF report generation (WeasyPrint already installed) 14. Create Celery scheduled tasks for reports 15. Build mobile-optimized view 16. Add email delivery system **Phase 5: Polish** (Week 5) 17. Add interactive charts (ApexCharts) 18. Implement real-time updates (HTMX) 19. Add Arabic translations 20. Testing and optimization --- ### **Technical Decisions** 1. **AI Model**: Use existing LiteLLM + Gemma setup for narratives 2. **Data Aggregation**: Pre-compute metrics daily for performance 3. **Caching**: Redis caching for dashboard data 4. **PDF**: WeasyPrint (already installed) for report generation 5. **Charts**: ApexCharts (already in use) for consistency 6. **Mobile**: Responsive TailwindCSS design 7. **Async**: Celery for AI generation and reports 8. **Security**: Role-based access, audit logging --- ### **Key Benefits** ✅ **Leverages existing AI infrastructure** (LiteLLM, Celery, Redis) ✅ **Consistent with current architecture** (Django patterns, HTMX, ApexCharts) ✅ **Bilingual** (English/Arabic) for Saudi healthcare context ✅ **Multi-tenant** (respects existing hospital filtering) ✅ **Scalable** (async processing, caching) ✅ **Actionable** (not just data, but insights and recommendations) --- Would you like me to proceed with this implementation? I can start with Phase 1 (Foundation) and work through each phase systematically. ### Tool: ExitPlanMode: Plan: **Status**: completed **Input:** ```json { "plan": "## Executive Summary Implementation Plan\n\n### Overview\nBuild an AI-powered Executive Summary system for top management with real-time dashboards, automated narratives, predictive insights, recommendations, natural language Q&A, and PDF reports.\n\n### Phase 1: Foundation\n1. Create `Executive` role with system-wide access permissions\n2. Create new Django app `apps/executive_summary/`\n3. Build data aggregation service for cross-hospital metrics\n4. Create main Executive Dashboard view with KPI cards, charts, and filters\n\n### Phase 2: AI Integration\n5. Implement AI Narrative Service using existing LiteLLM infrastructure\n6. Build predictive analytics service (trend analysis, risk detection)\n7. Create recommendation engine based on historical patterns\n8. Integrate AI-generated briefs into dashboard\n\n### Phase 3: Advanced Features\n9. Natural Language Q&A interface (convert questions to data queries)\n10. Predictive insights detection and risk scoring\n11. Hospital comparison and leaderboard views\n12. Multi-hospital comparison charts\n\n### Phase 4: Reports & Mobile\n13. PDF report generation using WeasyPrint (weekly/monthly executive reports)\n14. Celery scheduled tasks for automated report generation and email delivery\n15. Mobile-optimized responsive view\n16. Email delivery system for scheduled reports\n\n### Phase 5: Polish\n17. Interactive ApexCharts visualizations\n18. HTMX for real-time updates\n19. Arabic translations and RTL support\n20. Performance optimization and testing\n\n### Technical Approach\n- Use existing LiteLLM + Gemma for AI narratives\n- Leverage Celery + Redis for async processing\n- Use WeasyPrint for PDF generation (already installed)\n- Follow existing Django patterns (CommandCenterView, HTMX, ApexCharts)\n- Maintain multi-tenancy and RBAC consistency\n- Bilingual support (English/Arabic)" } ``` **Output:** ``` User has approved your plan. You can now start coding. Start with updating your todo list if applicable. ``` ## Assistant Now that the plan is approved, I need to create a structured todo list to track all the implementation tasks organized by phase. ## Assistant Excellent! Let me start implementing the Executive Summary feature. I'll create a comprehensive todo list and begin with Phase 1. ### Tool: TodoWrite **Status**: completed **Output:** ``` - [ ] Create Executive role and permissions - [ ] Create executive_summary Django app structure (models, views, services, tasks) - [ ] Build ExecutiveMetric and ExecutiveReport models - [ ] Create ExecutiveSummaryService for data aggregation - [ ] Build Executive Dashboard view with KPI cards and filters - [ ] Create Executive Dashboard template with ApexCharts - [ ] Add URL routing and sidebar navigation - [ ] Implement AI Narrative Service using LiteLLM - [ ] Build Predictive Analytics Service (trend analysis, risk detection) - [ ] Create Recommendation Engine - [ ] Integrate AI-generated briefs into dashboard - [ ] Implement Natural Language Q&A interface - [ ] Build Predictive Insights view and risk scoring - [ ] Create Hospital comparison and leaderboard views - [ ] Implement PDF report generation with WeasyPrint - [ ] Create Celery scheduled tasks for automated reports - [ ] Build mobile-optimized responsive view - [ ] Add email delivery system for scheduled reports - [ ] Add Arabic translations and RTL support - [ ] Performance optimization and testing ``` ## Assistant Now that the plan is approved and todos are set up, I need to mark the first task as in_progress before starting the implementation. ### Tool: TodoWrite **Status**: completed **Output:** ``` - [-] Create Executive role and permissions - [ ] Create executive_summary Django app structure (models, views, services, tasks) - [ ] Build ExecutiveMetric and ExecutiveReport models - [ ] Create ExecutiveSummaryService for data aggregation - [ ] Build Executive Dashboard view with KPI cards and filters - [ ] Create Executive Dashboard template with ApexCharts - [ ] Add URL routing and sidebar navigation - [ ] Implement AI Narrative Service using LiteLLM - [ ] Build Predictive Analytics Service (trend analysis, risk detection) - [ ] Create Recommendation Engine - [ ] Integrate AI-generated briefs into dashboard - [ ] Implement Natural Language Q&A interface - [ ] Build Predictive Insights view and risk scoring - [ ] Create Hospital comparison and leaderboard views - [ ] Implement PDF report generation with WeasyPrint - [ ] Create Celery scheduled tasks for automated reports - [ ] Build mobile-optimized responsive view - [ ] Add email delivery system for scheduled reports - [ ] Add Arabic translations and RTL support - [ ] Performance optimization and testing ``` ## Assistant Now that I'm starting work on the Executive role, I need to first read the existing accounts models to understand how roles are defined and how to add the new Executive role. ## Assistant Let me start by reading the existing role/permission structure to add the Executive role properly. ### Tool: ReadFile: apps/accounts/models.py **Status**: completed **Input:** ```json { "file_path": "/home/ismail/projects/HH/apps/accounts/models.py" } ``` **Affected Files:** - `/home/ismail/projects/HH/apps/accounts/models.py` **Output:** ```python """ Accounts models - Custom User model and roles """ import uuid from django.contrib.auth.models import AbstractUser, Group, Permission, BaseUserManager from django.db import models from django.utils.translation import gettext_lazy as _ from apps.core.models import TimeStampedModel, UUIDModel class UserManager(BaseUserManager): """ Custom user manager for email-based authentication. """ def create_user(self, email, password=None, **extra_fields): """ Create and save a regular user with the given email and password. """ if not email: raise ValueError("The Email field must be set") email = self.normalize_email(email) user = self.model(email=email, **extra_fields) user.set_password(password) user.save(using=self._db) return user def create_superuser(self, email, password=None, **extra_fields): """ Create and save a superuser with the given email and password. """ extra_fields.setdefault("is_staff", True) extra_fields.setdefault("is_superuser", True) extra_fields.setdefault("is_active", True) if extra_fields.get("is_staff") is not True: raise ValueError("Superuser must have is_staff=True.") if extra_fields.get("is_superuser") is not True: raise ValueError("Superuser must have is_superuser=True.") return self.create_user(email, password, **extra_fields) class User(AbstractUser, TimeStampedModel): """ Custom User model extending Django's AbstractUser. Uses UUID as primary key and adds additional fields for PX360. """ id = models.UUIDField(primary_key=True, default=uuid.uuid4, editable=False) # Override email to make it unique and required email = models.EmailField(unique=True) # Override username to be optional and non-unique (for backward compatibility) # Note: Using email as USERNAME_FIELD for authentication username = models.CharField(max_length=150, blank=True, default="", unique=False) # Use email as username field for authentication USERNAME_FIELD = "email" # Required fields when creating superuser REQUIRED_FIELDS = ["first_name", "last_name"] # Custom user manager objects = UserManager() # Additional fields phone = models.CharField(max_length=20, blank=True) employee_id = models.CharField(max_length=50, blank=True) # Organization relationships hospital = models.ForeignKey( "organizations.Hospital", on_delete=models.SET_NULL, null=True, blank=True, related_name="users" ) department = models.ForeignKey( "organizations.Department", on_delete=models.SET_NULL, null=True, blank=True, related_name="users" ) # Role - using Django's built-in Group for RBAC # Groups will represent roles: PX Admin, Hospital Admin, Department Manager, etc. # Profile avatar = models.ImageField(upload_to="avatars/", null=True, blank=True) bio = models.TextField(blank=True) # Preferences language = models.CharField(max_length=5, choices=[("en", "English"), ("ar", "Arabic")], default="en") # Notification preferences notification_email_enabled = models.BooleanField(default=True, help_text="Enable email notifications") notification_sms_enabled = models.BooleanField(default=False, help_text="Enable SMS notifications") preferred_notification_channel = models.CharField( max_length=10, choices=[("email", "Email"), ("sms", "SMS"), ("both", "Both")], default="email", help_text="Preferred notification channel for general notifications", ) explanation_notification_channel = models.CharField( max_length=10, choices=[("email", "Email"), ("sms", "SMS"), ("both", "Both")], default="email", help_text="Preferred channel for explanation requests", ) # Status is_active = models.BooleanField(default=True) # Onboarding / Acknowledgement is_provisional = models.BooleanField(default=False, help_text="User is in onboarding process") invitation_token = models.CharField( max_length=100, unique=True, null=True, blank=True, help_text="Token for account activation" ) invitation_expires_at = models.DateTimeField(null=True, blank=True, help_text="When the invitation token expires") acknowledgement_completed = models.BooleanField( default=False, help_text="User has completed acknowledgement wizard" ) acknowledgement_completed_at = models.DateTimeField( null=True, blank=True, help_text="When acknowledgement was completed" ) current_wizard_step = models.IntegerField(default=0, help_text="Current step in onboarding wizard") wizard_completed_steps = models.JSONField(default=list, blank=True, help_text="List of completed wizard step IDs") class Meta: ordering = ["-date_joined"] indexes = [ models.Index(fields=["is_active", "-date_joined"]), ] def __str__(self): return f"{self.get_full_name()} ({self.email})" def get_role_names(self): """Get list of role names for this user""" return list(self.groups.values_list("name", flat=True)) def has_role(self, role_name): """Check if user has a specific role""" return self.groups.filter(name=role_name).exists() def is_px_admin(self): """Check if user is PX Admin""" return self.has_role("PX Admin") def is_hospital_admin(self): """Check if user is Hospital Admin""" return self.has_role("Hospital Admin") def is_department_manager(self): """Check if user is Department Manager""" return self.has_role("Department Manager") def is_px_staff(self): """Check if user is PX Staff""" return self.has_role("PX Staff") def is_source_user(self): """Check if user is a PX Source User""" return self.has_role("PX Source User") def get_source_user_profile_active(self): """Get active source user profile if exists""" if hasattr(self, "source_user_profile"): profile = self.source_user_profile if profile and profile.is_active: return profile return None def needs_onboarding(self): """Check if user needs to complete onboarding""" return self.is_provisional and not self.acknowledgement_completed def get_onboarding_progress_percentage(self): """Get onboarding progress percentage""" from .services import OnboardingService return OnboardingService.get_user_progress_percentage(self) class AcknowledgementCategory(UUIDModel, TimeStampedModel): """ Categories/Departments for acknowledgements. Admins can add, edit, or deactivate categories. Replaces hardcoded department choices with database-driven categories. """ name_en = models.CharField(max_length=200) name_ar = models.CharField(max_length=200, blank=True, help_text="Arabic name") code = models.CharField(max_length=50, unique=True, help_text="Unique code (e.g., CLINICS, ADMISSIONS)") description = models.TextField(blank=True, help_text="Category description") # Display & ordering icon = models.CharField(max_length=50, blank=True, help_text="Icon class (e.g., 'building', 'user')") color = models.CharField(max_length=7, default="#007bbd", help_text="Hex color code") order = models.IntegerField(default=0, help_text="Display order") # Status is_active = models.BooleanField(default=True, db_index=True) is_default = models.BooleanField(default=False, help_text="One of the 14 default categories") class Meta: ordering = ["order", "name_en"] verbose_name_plural = "Acknowledgement Categories" indexes = [ models.Index(fields=["is_active", "order"]), models.Index(fields=["is_default"]), ] def __str__(self): return self.name_en def get_localized_name(self): from django.utils.translation import get_language if get_language() == "ar" and self.name_ar: return self.name_ar return self.name_en def activate(self): self.is_active = True self.save(update_fields=["is_active"]) def deactivate(self): self.is_active = False self.save(update_fields=["is_active"]) class AcknowledgementContent(UUIDModel, TimeStampedModel): """ Acknowledgement content sections. Provides bilingual educational content for each acknowledgement category. """ # Link to category (replaces role field) category = models.ForeignKey( AcknowledgementCategory, on_delete=models.CASCADE, related_name="content_sections", help_text="Category this content belongs to", ) # Content section code = models.CharField(max_length=100, unique=True, help_text="Unique code for this content section") title_en = models.CharField(max_length=200) title_ar = models.CharField(max_length=200, blank=True) description_en = models.TextField() description_ar = models.TextField(blank=True) # Content details content_en = models.TextField(blank=True) content_ar = models.TextField(blank=True) # Visual elements icon = models.CharField(max_length=50, blank=True, help_text="Icon class (e.g., 'fa-user', 'fa-shield')") color = models.CharField(max_length=7, blank=True, help_text="Hex color code (e.g., '#007bff')") # Organization order = models.IntegerField(default=0, help_text="Display order") # Status is_active = models.BooleanField(default=True) class Meta: ordering = ["category", "order", "code"] indexes = [ models.Index(fields=["category", "is_active", "order"]), ] def __str__(self): return f"{self.category.name_en} - {self.title_en}" def get_localized_title(self): from django.utils.translation import get_language if get_language() == "ar" and self.title_ar: return self.title_ar return self.title_en def get_localized_description(self): from django.utils.translation import get_language if get_language() == "ar" and self.description_ar: return self.description_ar return self.description_en def get_localized_content(self): from django.utils.translation import get_language if get_language() == "ar" and self.content_ar: return self.content_ar return self.content_en class AcknowledgementChecklistItem(UUIDModel, TimeStampedModel): """ Checklist items that users must acknowledge. Each item is linked to a category (department). """ # Link to category (replaces role field) category = models.ForeignKey( AcknowledgementCategory, on_delete=models.PROTECT, related_name="checklist_items", help_text="Category/Department this acknowledgement belongs to", ) # Linked content (optional) content = models.ForeignKey( AcknowledgementContent, on_delete=models.SET_NULL, null=True, blank=True, related_name="checklist_items", help_text="Related content section", ) # Item details code = models.CharField(max_length=100, unique=True, help_text="Unique code for this checklist item") text_en = models.CharField(max_length=500) text_ar = models.CharField(max_length=500, blank=True) description_en = models.TextField(blank=True) description_ar = models.TextField(blank=True) # Configuration is_required = models.BooleanField(default=True, help_text="Item must be acknowledged") order = models.IntegerField(default=0, help_text="Display order in checklist") # Status is_active = models.BooleanField(default=True) class Meta: ordering = ["category", "order", "code"] indexes = [ models.Index(fields=["category", "is_active", "order"]), ] def __str__(self): return f"{self.category.name_en} - {self.text_en}" def get_localized_text(self): from django.utils.translation import get_language if get_language() == "ar" and self.text_ar: return self.text_ar return self.text_en def get_localized_description(self): from django.utils.translation import get_language if get_language() == "ar" and self.description_ar: return self.description_ar return self.description_en class UserAcknowledgement(UUIDModel, TimeStampedModel): """ Records of user acknowledgements. Tracks when each user acknowledges specific items with digital signatures. """ # User user = models.ForeignKey(User, on_delete=models.CASCADE, related_name="acknowledgements") # Checklist item checklist_item = models.ForeignKey( AcknowledgementChecklistItem, on_delete=models.CASCADE, related_name="user_acknowledgements" ) # Acknowledgement details is_acknowledged = models.BooleanField(default=True) acknowledged_at = models.DateTimeField(auto_now_add=True) # Digital signature signature = models.TextField(blank=True, help_text="Digital signature data (base64 encoded)") signature_ip = models.GenericIPAddressField(null=True, blank=True, help_text="IP address when signed") signature_user_agent = models.TextField(blank=True, help_text="User agent when signed") # PDF document pdf_file = models.FileField( upload_to="acknowledgements/pdfs/", null=True, blank=True, help_text="PDF document of signed acknowledgement" ) # Metadata metadata = models.JSONField(default=dict, blank=True, help_text="Additional metadata") class Meta: ordering = ["-acknowledged_at"] unique_together = [["user", "checklist_item"]] indexes = [ models.Index(fields=["user", "-acknowledged_at"]), models.Index(fields=["checklist_item", "-acknowledged_at"]), ] def __str__(self): return f"{self.user.email} - {self.checklist_item.text_en}" class UserProvisionalLog(UUIDModel, TimeStampedModel): """ Audit trail for provisional user lifecycle. Tracks all key events in the onboarding process. """ EVENT_TYPES = [ ("created", _("User Created")), ("invitation_sent", _("Invitation Sent")), ("invitation_resent", _("Invitation Resent")), ("wizard_started", _("Wizard Started")), ("step_completed", _("Wizard Step Completed")), ("wizard_completed", _("Wizard Completed")), ("user_activated", _("User Activated")), ("invitation_expired", _("Invitation Expired")), ] # User user = models.ForeignKey(User, on_delete=models.CASCADE, related_name="provisional_logs") # Event details event_type = models.CharField(max_length=50, choices=EVENT_TYPES, db_index=True) description = models.TextField() # Context ip_address = models.GenericIPAddressField(null=True, blank=True) user_agent = models.TextField(blank=True) # Additional data metadata = models.JSONField(default=dict, blank=True, help_text="Additional event data") class Meta: ordering = ["-created_at"] indexes = [ models.Index(fields=["user", "-created_at"]), models.Index(fields=["event_type", "-created_at"]), ] def __str__(self): return f"{self.user.email} - {self.get_event_type_display()} - {self.created_at}" class Role(models.Model): """ Role model for managing predefined roles and their permissions. This is a helper model - actual role assignment uses Django Groups. """ ROLE_CHOICES = [ ("px_admin", _("PX Admin")), ("hospital_admin", _("Hospital Admin")), ("department_manager", _("Department Manager")), ("px_staff", _("PX Staff")), ("physician", _("Physician")), ("nurse", _("Nurse")), ("staff", _("Staff")), ("viewer", _("Viewer")), ] name = models.CharField(max_length=50, unique=True, choices=ROLE_CHOICES) display_name = models.CharField(max_length=100) description = models.TextField(blank=True) # Link to Django Group group = models.OneToOneField(Group, on_delete=models.CASCADE, related_name="role_config") # Permissions permissions = models.ManyToManyField(Permission, blank=True) # Hierarchy level (for escalation logic) level = models.IntegerField(default=0, help_text="Higher number = higher authority") created_at = models.DateTimeField(auto_now_add=True) updated_at = models.DateTimeField(auto_now=True) class Meta: ordering = ["-level", "name"] def __str__(self): return self.display_name # Import version models to ensure they are registered with Django from .version_models import ContentVersion, ChecklistItemVersion, ContentChangeLog # ============================================================================ # SIMPLE ACKNOWLEDGEMENT MODELS # ============================================================================ class SimpleAcknowledgement(UUIDModel, TimeStampedModel): """ Simple acknowledgement item that employees must sign. """ title = models.CharField(max_length=200, help_text="Acknowledgement title") description = models.TextField(blank=True, help_text="Detailed description") pdf_document = models.FileField( upload_to="acknowledgements/documents/", null=True, blank=True, help_text="PDF document for employees to review" ) # Status is_active = models.BooleanField(default=True, help_text="Show in employee checklist") is_required = models.BooleanField(default=True, help_text="Must be signed by all employees") # Display order order = models.IntegerField(default=0) class Meta: ordering = ["order", "title"] verbose_name = "Acknowledgement" verbose_name_plural = "Acknowledgements" def __str__(self): return self.title @property def signed_count(self): """Number of employees who have signed this acknowledgement.""" return self.employee_signatures.filter(is_signed=True).count() class EmployeeAcknowledgement(UUIDModel, TimeStampedModel): """ Records which employees have signed which acknowledgements. """ employee = models.ForeignKey( "accounts.User", on_delete=models.CASCADE, related_name="employee_acknowledgements", help_text="Employee who signed", ) acknowledgement = models.ForeignKey( SimpleAcknowledgement, on_delete=models.CASCADE, related_name="employee_signatures", help_text="Acknowledgement that was signed", ) # Sent tracking sent_at = models.DateTimeField(null=True, blank=True, help_text="When acknowledgement was sent to employee") sent_by = models.ForeignKey( "accounts.User", on_delete=models.SET_NULL, null=True, blank=True, related_name="sent_acknowledgements", help_text="Admin who sent this acknowledgement", ) # Signature details is_signed = models.BooleanField(default=False) signed_at = models.DateTimeField(null=True, blank=True) signature_name = models.CharField(max_length=200, blank=True, help_text="Name used when signing") signature_employee_id = models.CharField(max_length=100, blank=True, help_text="Employee ID when signing") # Signed PDF signed_pdf = models.FileField( upload_to="acknowledgements/signed/%Y/%m/", null=True, blank=True, help_text="PDF with employee signature" ) # IP and user agent for audit ip_address = models.GenericIPAddressField(null=True, blank=True) user_agent = models.TextField(blank=True) # Notes notes = models.TextField(blank=True, help_text="Admin notes about this acknowledgement") class Meta: ordering = ["-sent_at", "-signed_at"] unique_together = [["employee", "acknowledgement"]] verbose_name = "Employee Acknowledgement" verbose_name_plural = "Employee Acknowledgements" def __str__(self): if self.is_signed: return f"✓ {self.employee.get_full_name()} - {self.acknowledgement.title}" elif self.sent_at: return f"→ {self.employee.get_full_name()} - {self.acknowledgement.title} (Sent)" return f"○ {self.employee.get_full_name()} - {self.acknowledgement.title}" ``` ### Tool: ReadFile: apps/accounts/permissions.py **Status**: completed **Input:** ```json { "file_path": "/home/ismail/projects/HH/apps/accounts/permissions.py" } ``` **Affected Files:** - `/home/ismail/projects/HH/apps/accounts/permissions.py` **Output:** ```python """ Accounts permissions - RBAC permission classes """ from rest_framework import permissions class IsPXAdmin(permissions.BasePermission): """ Permission class to check if user is PX Admin. PX Admins have full system access. """ message = "You must be a PX Admin to perform this action." def has_permission(self, request, view): return request.user and request.user.is_authenticated and request.user.is_px_admin() class IsHospitalAdmin(permissions.BasePermission): """ Permission class to check if user is Hospital Admin. Hospital Admins have access to their hospital's data. """ message = "You must be a Hospital Admin to perform this action." def has_permission(self, request, view): return request.user and request.user.is_authenticated and request.user.is_hospital_admin() class IsDepartmentManager(permissions.BasePermission): """ Permission class to check if user is Department Manager. Department Managers have access to their department's data. """ message = "You must be a Department Manager to perform this action." def has_permission(self, request, view): return request.user and request.user.is_authenticated and request.user.is_department_manager() class IsPXAdminOrHospitalAdmin(permissions.BasePermission): """ Permission class for PX Admin or Hospital Admin. """ message = "You must be a PX Admin or Hospital Admin to perform this action." def has_permission(self, request, view): if not (request.user and request.user.is_authenticated): return False return request.user.is_px_admin() or request.user.is_hospital_admin() class IsPXAdminOrReadOnly(permissions.BasePermission): """ Permission class that allows PX Admins full access, but only read access for others. """ def has_permission(self, request, view): if not (request.user and request.user.is_authenticated): return False # Read permissions for any authenticated user if request.method in permissions.SAFE_METHODS: return True # Write permissions only for PX Admins return request.user.is_px_admin() class IsOwnerOrPXAdmin(permissions.BasePermission): """ Permission class that allows users to access their own data, or PX Admins to access any data. """ def has_object_permission(self, request, view, obj): if not (request.user and request.user.is_authenticated): return False # PX Admins can access anything if request.user.is_px_admin(): return True # Users can access their own data if hasattr(obj, 'user'): return obj.user == request.user return obj == request.user class HasRolePermission(permissions.BasePermission): """ Permission class that checks if user has specific role. Usage: Set required_roles on the view. """ def has_permission(self, request, view): if not (request.user and request.user.is_authenticated): return False required_roles = getattr(view, 'required_roles', []) if not required_roles: return True user_roles = request.user.get_role_names() return any(role in user_roles for role in required_roles) class CanAccessHospitalData(permissions.BasePermission): """ Permission class that checks if user can access hospital data. - PX Admins can access all hospitals - Hospital Admins can access their own hospital - Department Managers can access their hospital """ def has_object_permission(self, request, view, obj): if not (request.user and request.user.is_authenticated): return False # PX Admins can access all if request.user.is_px_admin(): return True # Get hospital from object hospital = None if hasattr(obj, 'hospital'): hospital = obj.hospital elif obj.__class__.__name__ == 'Hospital': hospital = obj if not hospital: return False # Check if user belongs to this hospital return request.user.hospital == hospital class CanAccessDepartmentData(permissions.BasePermission): """ Permission class that checks if user can access department data. - PX Admins can access all departments - Hospital Admins can access departments in their hospital - Department Managers can access their own department """ def has_object_permission(self, request, view, obj): if not (request.user and request.user.is_authenticated): return False # PX Admins can access all if request.user.is_px_admin(): return True # Get department from object department = None if hasattr(obj, 'department'): department = obj.department elif obj.__class__.__name__ == 'Department': department = obj if not department: return False # Hospital Admins can access departments in their hospital if request.user.is_hospital_admin() and request.user.hospital == department.hospital: return True # Department Managers can access their own department if request.user.is_department_manager() and request.user.department == department: return True return False class IsSourceUser(permissions.BasePermission): """ Permission class to check if user is a PX Source User. Source Users can only access data from their assigned source. """ message = "You must be a Source User to perform this action." def has_permission(self, request, view): return ( request.user and request.user.is_authenticated and request.user.is_source_user() ) class IsSourceUserOrAdmin(permissions.BasePermission): """ Permission class for Source Users or Admins. Allows access to: - PX Admins - Hospital Admins - Department Managers - Active Source Users """ message = "You must be a Source User or Admin to perform this action." def has_permission(self, request, view): if not (request.user and request.user.is_authenticated): return False # Admins have access if (request.user.is_px_admin() or request.user.is_hospital_admin() or request.user.is_department_manager()): return True # Source Users have access return request.user.is_source_user() class IsSourceUserOwnData(permissions.BasePermission): """ Object-level permission to ensure source users can only access their own data. """ message = "You can only access data you created." def has_object_permission(self, request, view, obj): if not (request.user and request.user.is_authenticated): return False # Admins can access everything if (request.user.is_px_admin() or request.user.is_hospital_admin() or request.user.is_department_manager()): return True # Source Users can only access their own created data if request.user.is_source_user(): return getattr(obj, 'created_by', None) == request.user return False # ==================== Onboarding Permissions ==================== class IsProvisionalUser(permissions.BasePermission): """ Permission class to check if user is provisional (in onboarding). """ message = "You must be a provisional user to access this resource." def has_permission(self, request, view): return ( request.user and request.user.is_authenticated and request.user.is_provisional and not request.user.acknowledgement_completed ) class CanViewOnboarding(permissions.BasePermission): """ Permission class for viewing onboarding content. - Provisional users can view their own onboarding - PX Admins can view all onboarding data """ message = "You do not have permission to view onboarding data." def has_permission(self, request, view): if not (request.user and request.user.is_authenticated): return False # Provisional users can view their own if request.user.is_provisional: return True # PX Admins can view all if request.user.is_px_admin(): return True return False class CanManageOnboarding(permissions.BasePermission): """ Permission class for managing onboarding. - PX Admins have full access - Hospital Admins can manage onboarding for their hospital """ message = "You must be a PX Admin or Hospital Admin to manage onboarding." def has_permission(self, request, view): if not (request.user and request.user.is_authenticated): return False # PX Admins have full access if request.user.is_px_admin(): return True # Hospital Admins can manage their hospital if request.user.is_hospital_admin(): return True return False class IsOnboardingOwnerOrAdmin(permissions.BasePermission): """ Permission class for onboarding object access. - Users can access their own onboarding data - PX Admins can access all """ def has_object_permission(self, request, view, obj): if not (request.user and request.user.is_authenticated): return False # PX Admins can access all if request.user.is_px_admin(): return True # Users can access their own data if hasattr(obj, 'user'): return obj.user == request.user return obj == request.user class CanManageAcknowledgementContent(permissions.BasePermission): """ Permission class for managing acknowledgement content and checklist items. Only PX Admins can manage these. """ message = "Only PX Admins can manage acknowledgement content." def has_permission(self, request, view): if not (request.user and request.user.is_authenticated): return False # PX Admins can manage content if request.user.is_px_admin(): return True # Read-only for others if request.method in permissions.SAFE_METHODS: return True return False ``` ## Assistant Now I understand the role structure - I need to add 'Executive' to the ROLE_CHOICES in the Role model to create the new executive role. ## Assistant Perfect! Now I'll add the Executive role. Let me update the Role model and add the helper method to User: ### Tool: Edit: apps/accounts/models.py: class Role(models.Model):... => class Role(models.Model):... **Status**: completed **Input:** ```json { "file_path": "/home/ismail/projects/HH/apps/accounts/models.py", "new_string": "class Role(models.Model):\n \"\"\"\n Role model for managing predefined roles and their permissions.\n This is a helper model - actual role assignment uses Django Groups.\n \"\"\"\n\n ROLE_CHOICES = [\n (\"px_admin\", _(\"PX Admin\")),\n (\"hospital_admin\", _(\"Hospital Admin\")),\n (\"department_manager\", _(\"Department Manager\")),\n (\"px_staff\", _(\"PX Staff\")),\n (\"physician\", _(\"Physician\")),\n (\"nurse\", _(\"Nurse\")),\n (\"staff\", _(\"Staff\")),\n (\"viewer\", _(\"Viewer\")),\n (\"executive\", _(\"Executive\")),\n ]", "old_string": "class Role(models.Model):\n \"\"\"\n Role model for managing predefined roles and their permissions.\n This is a helper model - actual role assignment uses Django Groups.\n \"\"\"\n\n ROLE_CHOICES = [\n (\"px_admin\", _(\"PX Admin\")),\n (\"hospital_admin\", _(\"Hospital Admin\")),\n (\"department_manager\", _(\"Department Manager\")),\n (\"px_staff\", _(\"PX Staff\")),\n (\"physician\", _(\"Physician\")),\n (\"nurse\", _(\"Nurse\")),\n (\"staff\", _(\"Staff\")),\n (\"viewer\", _(\"Viewer\")),\n ]" } ``` **Affected Files:** - `/home/ismail/projects/HH/apps/accounts/models.py` **Output:** *Diff for `models.py`:* ```diff """ Accounts models - Custom User model and roles """ import uuid from django.contrib.auth.models import AbstractUser, Group, Permission, BaseUserManager from django.db import models from django.utils.translation import gettext_lazy as _ from apps.core.models import TimeStampedModel, UUIDModel class UserManager(BaseUserManager): """ Custom user manager for email-based authentication. """ def create_user(self, email, password=None, **extra_fields): """ Create and save a regular user with the given email and password. """ if not email: raise ValueError("The Email field must be set") email = self.normalize_email(email) user = self.model(email=email, **extra_fields) user.set_password(password) user.save(using=self._db) return user def create_superuser(self, email, password=None, **extra_fields): """ Create and save a superuser with the given email and password. """ extra_fields.setdefault("is_staff", True) extra_fields.setdefault("is_superuser", True) extra_fields.setdefault("is_active", True) if extra_fields.get("is_staff") is not True: raise ValueError("Superuser must have is_staff=True.") if extra_fields.get("is_superuser") is not True: raise ValueError("Superuser must have is_superuser=True.") return self.create_user(email, password, **extra_fields) class User(AbstractUser, TimeStampedModel): """ Custom User model extending Django's AbstractUser. Uses UUID as primary key and adds additional fields for PX360. """ id = models.UUIDField(primary_key=True, default=uuid.uuid4, editable=False) # Override email to make it unique and required email = models.EmailField(unique=True) # Override username to be optional and non-unique (for backward compatibility) # Note: Using email as USERNAME_FIELD for authentication username = models.CharField(max_length=150, blank=True, default="", unique=False) # Use email as username field for authentication USERNAME_FIELD = "email" # Required fields when creating superuser REQUIRED_FIELDS = ["first_name", "last_name"] # Custom user manager objects = UserManager() # Additional fields phone = models.CharField(max_length=20, blank=True) employee_id = models.CharField(max_length=50, blank=True) # Organization relationships hospital = models.ForeignKey( "organizations.Hospital", on_delete=models.SET_NULL, null=True, blank=True, related_name="users" ) department = models.ForeignKey( "organizations.Department", on_delete=models.SET_NULL, null=True, blank=True, related_name="users" ) # Role - using Django's built-in Group for RBAC # Groups will represent roles: PX Admin, Hospital Admin, Department Manager, etc. # Profile avatar = models.ImageField(upload_to="avatars/", null=True, blank=True) bio = models.TextField(blank=True) # Preferences language = models.CharField(max_length=5, choices=[("en", "English"), ("ar", "Arabic")], default="en") # Notification preferences notification_email_enabled = models.BooleanField(default=True, help_text="Enable email notifications") notification_sms_enabled = models.BooleanField(default=False, help_text="Enable SMS notifications") preferred_notification_channel = models.CharField( max_length=10, choices=[("email", "Email"), ("sms", "SMS"), ("both", "Both")], default="email", help_text="Preferred notification channel for general notifications", ) explanation_notification_channel = models.CharField( max_length=10, choices=[("email", "Email"), ("sms", "SMS"), ("both", "Both")], default="email", help_text="Preferred channel for explanation requests", ) # Status is_active = models.BooleanField(default=True) # Onboarding / Acknowledgement is_provisional = models.BooleanField(default=False, help_text="User is in onboarding process") invitation_token = models.CharField( max_length=100, unique=True, null=True, blank=True, help_text="Token for account activation" ) invitation_expires_at = models.DateTimeField(null=True, blank=True, help_text="When the invitation token expires") acknowledgement_completed = models.BooleanField( default=False, help_text="User has completed acknowledgement wizard" ) acknowledgement_completed_at = models.DateTimeField( null=True, blank=True, help_text="When acknowledgement was completed" ) current_wizard_step = models.IntegerField(default=0, help_text="Current step in onboarding wizard") wizard_completed_steps = models.JSONField(default=list, blank=True, help_text="List of completed wizard step IDs") class Meta: ordering = ["-date_joined"] indexes = [ models.Index(fields=["is_active", "-date_joined"]), ] def __str__(self): return f"{self.get_full_name()} ({self.email})" def get_role_names(self): """Get list of role names for this user""" return list(self.groups.values_list("name", flat=True)) def has_role(self, role_name): """Check if user has a specific role""" return self.groups.filter(name=role_name).exists() def is_px_admin(self): """Check if user is PX Admin""" return self.has_role("PX Admin") def is_hospital_admin(self): """Check if user is Hospital Admin""" return self.has_role("Hospital Admin") def is_department_manager(self): """Check if user is Department Manager""" return self.has_role("Department Manager") def is_px_staff(self): """Check if user is PX Staff""" return self.has_role("PX Staff") def is_source_user(self): """Check if user is a PX Source User""" return self.has_role("PX Source User") def get_source_user_profile_active(self): """Get active source user profile if exists""" if hasattr(self, "source_user_profile"): profile = self.source_user_profile if profile and profile.is_active: return profile return None def needs_onboarding(self): """Check if user needs to complete onboarding""" return self.is_provisional and not self.acknowledgement_completed def get_onboarding_progress_percentage(self): """Get onboarding progress percentage""" from .services import OnboardingService return OnboardingService.get_user_progress_percentage(self) class AcknowledgementCategory(UUIDModel, TimeStampedModel): """ Categories/Departments for acknowledgements. Admins can add, edit, or deactivate categories. Replaces hardcoded department choices with database-driven categories. """ name_en = models.CharField(max_length=200) name_ar = models.CharField(max_length=200, blank=True, help_text="Arabic name") code = models.CharField(max_length=50, unique=True, help_text="Unique code (e.g., CLINICS, ADMISSIONS)") description = models.TextField(blank=True, help_text="Category description") # Display & ordering icon = models.CharField(max_length=50, blank=True, help_text="Icon class (e.g., 'building', 'user')") color = models.CharField(max_length=7, default="#007bbd", help_text="Hex color code") order = models.IntegerField(default=0, help_text="Display order") # Status is_active = models.BooleanField(default=True, db_index=True) is_default = models.BooleanField(default=False, help_text="One of the 14 default categories") class Meta: ordering = ["order", "name_en"] verbose_name_plural = "Acknowledgement Categories" indexes = [ models.Index(fields=["is_active", "order"]), models.Index(fields=["is_default"]), ] def __str__(self): return self.name_en def get_localized_name(self): from django.utils.translation import get_language if get_language() == "ar" and self.name_ar: return self.name_ar return self.name_en def activate(self): self.is_active = True self.save(update_fields=["is_active"]) def deactivate(self): self.is_active = False self.save(update_fields=["is_active"]) class AcknowledgementContent(UUIDModel, TimeStampedModel): """ Acknowledgement content sections. Provides bilingual educational content for each acknowledgement category. """ # Link to category (replaces role field) category = models.ForeignKey( AcknowledgementCategory, on_delete=models.CASCADE, related_name="content_sections", help_text="Category this content belongs to", ) # Content section code = models.CharField(max_length=100, unique=True, help_text="Unique code for this content section") title_en = models.CharField(max_length=200) title_ar = models.CharField(max_length=200, blank=True) description_en = models.TextField() description_ar = models.TextField(blank=True) # Content details content_en = models.TextField(blank=True) content_ar = models.TextField(blank=True) # Visual elements icon = models.CharField(max_length=50, blank=True, help_text="Icon class (e.g., 'fa-user', 'fa-shield')") color = models.CharField(max_length=7, blank=True, help_text="Hex color code (e.g., '#007bff')") # Organization order = models.IntegerField(default=0, help_text="Display order") # Status is_active = models.BooleanField(default=True) class Meta: ordering = ["category", "order", "code"] indexes = [ models.Index(fields=["category", "is_active", "order"]), ] def __str__(self): return f"{self.category.name_en} - {self.title_en}" def get_localized_title(self): from django.utils.translation import get_language if get_language() == "ar" and self.title_ar: return self.title_ar return self.title_en def get_localized_description(self): from django.utils.translation import get_language if get_language() == "ar" and self.description_ar: return self.description_ar return self.description_en def get_localized_content(self): from django.utils.translation import get_language if get_language() == "ar" and self.content_ar: return self.content_ar return self.content_en class AcknowledgementChecklistItem(UUIDModel, TimeStampedModel): """ Checklist items that users must acknowledge. Each item is linked to a category (department). """ # Link to category (replaces role field) category = models.ForeignKey( AcknowledgementCategory, on_delete=models.PROTECT, related_name="checklist_items", help_text="Category/Department this acknowledgement belongs to", ) # Linked content (optional) content = models.ForeignKey( AcknowledgementContent, on_delete=models.SET_NULL, null=True, blank=True, related_name="checklist_items", help_text="Related content section", ) # Item details code = models.CharField(max_length=100, unique=True, help_text="Unique code for this checklist item") text_en = models.CharField(max_length=500) text_ar = models.CharField(max_length=500, blank=True) description_en = models.TextField(blank=True) description_ar = models.TextField(blank=True) # Configuration is_required = models.BooleanField(default=True, help_text="Item must be acknowledged") order = models.IntegerField(default=0, help_text="Display order in checklist") # Status is_active = models.BooleanField(default=True) class Meta: ordering = ["category", "order", "code"] indexes = [ models.Index(fields=["category", "is_active", "order"]), ] def __str__(self): return f"{self.category.name_en} - {self.text_en}" def get_localized_text(self): from django.utils.translation import get_language if get_language() == "ar" and self.text_ar: return self.text_ar return self.text_en def get_localized_description(self): from django.utils.translation import get_language if get_language() == "ar" and self.description_ar: return self.description_ar return self.description_en class UserAcknowledgement(UUIDModel, TimeStampedModel): """ Records of user acknowledgements. Tracks when each user acknowledges specific items with digital signatures. """ # User user = models.ForeignKey(User, on_delete=models.CASCADE, related_name="acknowledgements") # Checklist item checklist_item = models.ForeignKey( AcknowledgementChecklistItem, on_delete=models.CASCADE, related_name="user_acknowledgements" ) # Acknowledgement details is_acknowledged = models.BooleanField(default=True) acknowledged_at = models.DateTimeField(auto_now_add=True) # Digital signature signature = models.TextField(blank=True, help_text="Digital signature data (base64 encoded)") signature_ip = models.GenericIPAddressField(null=True, blank=True, help_text="IP address when signed") signature_user_agent = models.TextField(blank=True, help_text="User agent when signed") # PDF document pdf_file = models.FileField( upload_to="acknowledgements/pdfs/", null=True, blank=True, help_text="PDF document of signed acknowledgement" ) # Metadata metadata = models.JSONField(default=dict, blank=True, help_text="Additional metadata") class Meta: ordering = ["-acknowledged_at"] unique_together = [["user", "checklist_item"]] indexes = [ models.Index(fields=["user", "-acknowledged_at"]), models.Index(fields=["checklist_item", "-acknowledged_at"]), ] def __str__(self): return f"{self.user.email} - {self.checklist_item.text_en}" class UserProvisionalLog(UUIDModel, TimeStampedModel): """ Audit trail for provisional user lifecycle. Tracks all key events in the onboarding process. """ EVENT_TYPES = [ ("created", _("User Created")), ("invitation_sent", _("Invitation Sent")), ("invitation_resent", _("Invitation Resent")), ("wizard_started", _("Wizard Started")), ("step_completed", _("Wizard Step Completed")), ("wizard_completed", _("Wizard Completed")), ("user_activated", _("User Activated")), ("invitation_expired", _("Invitation Expired")), ] # User user = models.ForeignKey(User, on_delete=models.CASCADE, related_name="provisional_logs") # Event details event_type = models.CharField(max_length=50, choices=EVENT_TYPES, db_index=True) description = models.TextField() # Context ip_address = models.GenericIPAddressField(null=True, blank=True) user_agent = models.TextField(blank=True) # Additional data metadata = models.JSONField(default=dict, blank=True, help_text="Additional event data") class Meta: ordering = ["-created_at"] indexes = [ models.Index(fields=["user", "-created_at"]), models.Index(fields=["event_type", "-created_at"]), ] def __str__(self): return f"{self.user.email} - {self.get_event_type_display()} - {self.created_at}" class Role(models.Model): """ Role model for managing predefined roles and their permissions. This is a helper model - actual role assignment uses Django Groups. """ ROLE_CHOICES = [ ("px_admin", _("PX Admin")), ("hospital_admin", _("Hospital Admin")), ("department_manager", _("Department Manager")), ("px_staff", _("PX Staff")), ("physician", _("Physician")), ("nurse", _("Nurse")), ("staff", _("Staff")), ("viewer", _("Viewer")), ("executive", _("Executive")), ] name = models.CharField(max_length=50, unique=True, choices=ROLE_CHOICES) display_name = models.CharField(max_length=100) description = models.TextField(blank=True) # Link to Django Group group = models.OneToOneField(Group, on_delete=models.CASCADE, related_name="role_config") # Permissions permissions = models.ManyToManyField(Permission, blank=True) # Hierarchy level (for escalation logic) level = models.IntegerField(default=0, help_text="Higher number = higher authority") created_at = models.DateTimeField(auto_now_add=True) updated_at = models.DateTimeField(auto_now=True) class Meta: ordering = ["-level", "name"] def __str__(self): return self.display_name # Import version models to ensure they are registered with Django from .version_models import ContentVersion, ChecklistItemVersion, ContentChangeLog # ============================================================================ # SIMPLE ACKNOWLEDGEMENT MODELS # ============================================================================ class SimpleAcknowledgement(UUIDModel, TimeStampedModel): """ Simple acknowledgement item that employees must sign. """ title = models.CharField(max_length=200, help_text="Acknowledgement title") description = models.TextField(blank=True, help_text="Detailed description") pdf_document = models.FileField( upload_to="acknowledgements/documents/", null=True, blank=True, help_text="PDF document for employees to review" ) # Status is_active = models.BooleanField(default=True, help_text="Show in employee checklist") is_required = models.BooleanField(default=True, help_text="Must be signed by all employees") # Display order order = models.IntegerField(default=0) class Meta: ordering = ["order", "title"] verbose_name = "Acknowledgement" verbose_name_plural = "Acknowledgements" def __str__(self): return self.title @property def signed_count(self): """Number of employees who have signed this acknowledgement.""" return self.employee_signatures.filter(is_signed=True).count() class EmployeeAcknowledgement(UUIDModel, TimeStampedModel): """ Records which employees have signed which acknowledgements. """ employee = models.ForeignKey( "accounts.User", on_delete=models.CASCADE, related_name="employee_acknowledgements", help_text="Employee who signed", ) acknowledgement = models.ForeignKey( SimpleAcknowledgement, on_delete=models.CASCADE, related_name="employee_signatures", help_text="Acknowledgement that was signed", ) # Sent tracking sent_at = models.DateTimeField(null=True, blank=True, help_text="When acknowledgement was sent to employee") sent_by = models.ForeignKey( "accounts.User", on_delete=models.SET_NULL, null=True, blank=True, related_name="sent_acknowledgements", help_text="Admin who sent this acknowledgement", ) # Signature details is_signed = models.BooleanField(default=False) signed_at = models.DateTimeField(null=True, blank=True) signature_name = models.CharField(max_length=200, blank=True, help_text="Name used when signing") signature_employee_id = models.CharField(max_length=100, blank=True, help_text="Employee ID when signing") # Signed PDF signed_pdf = models.FileField( upload_to="acknowledgements/signed/%Y/%m/", null=True, blank=True, help_text="PDF with employee signature" ) # IP and user agent for audit ip_address = models.GenericIPAddressField(null=True, blank=True) user_agent = models.TextField(blank=True) # Notes notes = models.TextField(blank=True, help_text="Admin notes about this acknowledgement") class Meta: ordering = ["-sent_at", "-signed_at"] unique_together = [["employee", "acknowledgement"]] verbose_name = "Employee Acknowledgement" verbose_name_plural = "Employee Acknowledgements" def __str__(self): if self.is_signed: return f"✓ {self.employee.get_full_name()} - {self.acknowledgement.title}" elif self.sent_at: return f"→ {self.employee.get_full_name()} - {self.acknowledgement.title} (Sent)" return f"○ {self.employee.get_full_name()} - {self.acknowledgement.title}" ``` ## Assistant Now I need to add the `is_executive()` helper method to the User model to match the pattern of other role checking methods. ### Tool: Edit: apps/accounts/models.py: def is_source_user(self):... => def is_source_user(self):... **Status**: completed **Input:** ```json { "file_path": "/home/ismail/projects/HH/apps/accounts/models.py", "new_string": " def is_source_user(self):\n \"\"\"Check if user is a PX Source User\"\"\"\n return self.has_role(\"PX Source User\")\n\n def is_executive(self):\n \"\"\"Check if user is Executive (C-Suite/Top Management)\"\"\"\n return self.has_role(\"Executive\")", "old_string": " def is_source_user(self):\n \"\"\"Check if user is a PX Source User\"\"\"\n return self.has_role(\"PX Source User\")" } ``` **Affected Files:** - `/home/ismail/projects/HH/apps/accounts/models.py` **Output:** *Diff for `models.py`:* ```diff """ Accounts models - Custom User model and roles """ import uuid from django.contrib.auth.models import AbstractUser, Group, Permission, BaseUserManager from django.db import models from django.utils.translation import gettext_lazy as _ from apps.core.models import TimeStampedModel, UUIDModel class UserManager(BaseUserManager): """ Custom user manager for email-based authentication. """ def create_user(self, email, password=None, **extra_fields): """ Create and save a regular user with the given email and password. """ if not email: raise ValueError("The Email field must be set") email = self.normalize_email(email) user = self.model(email=email, **extra_fields) user.set_password(password) user.save(using=self._db) return user def create_superuser(self, email, password=None, **extra_fields): """ Create and save a superuser with the given email and password. """ extra_fields.setdefault("is_staff", True) extra_fields.setdefault("is_superuser", True) extra_fields.setdefault("is_active", True) if extra_fields.get("is_staff") is not True: raise ValueError("Superuser must have is_staff=True.") if extra_fields.get("is_superuser") is not True: raise ValueError("Superuser must have is_superuser=True.") return self.create_user(email, password, **extra_fields) class User(AbstractUser, TimeStampedModel): """ Custom User model extending Django's AbstractUser. Uses UUID as primary key and adds additional fields for PX360. """ id = models.UUIDField(primary_key=True, default=uuid.uuid4, editable=False) # Override email to make it unique and required email = models.EmailField(unique=True) # Override username to be optional and non-unique (for backward compatibility) # Note: Using email as USERNAME_FIELD for authentication username = models.CharField(max_length=150, blank=True, default="", unique=False) # Use email as username field for authentication USERNAME_FIELD = "email" # Required fields when creating superuser REQUIRED_FIELDS = ["first_name", "last_name"] # Custom user manager objects = UserManager() # Additional fields phone = models.CharField(max_length=20, blank=True) employee_id = models.CharField(max_length=50, blank=True) # Organization relationships hospital = models.ForeignKey( "organizations.Hospital", on_delete=models.SET_NULL, null=True, blank=True, related_name="users" ) department = models.ForeignKey( "organizations.Department", on_delete=models.SET_NULL, null=True, blank=True, related_name="users" ) # Role - using Django's built-in Group for RBAC # Groups will represent roles: PX Admin, Hospital Admin, Department Manager, etc. # Profile avatar = models.ImageField(upload_to="avatars/", null=True, blank=True) bio = models.TextField(blank=True) # Preferences language = models.CharField(max_length=5, choices=[("en", "English"), ("ar", "Arabic")], default="en") # Notification preferences notification_email_enabled = models.BooleanField(default=True, help_text="Enable email notifications") notification_sms_enabled = models.BooleanField(default=False, help_text="Enable SMS notifications") preferred_notification_channel = models.CharField( max_length=10, choices=[("email", "Email"), ("sms", "SMS"), ("both", "Both")], default="email", help_text="Preferred notification channel for general notifications", ) explanation_notification_channel = models.CharField( max_length=10, choices=[("email", "Email"), ("sms", "SMS"), ("both", "Both")], default="email", help_text="Preferred channel for explanation requests", ) # Status is_active = models.BooleanField(default=True) # Onboarding / Acknowledgement is_provisional = models.BooleanField(default=False, help_text="User is in onboarding process") invitation_token = models.CharField( max_length=100, unique=True, null=True, blank=True, help_text="Token for account activation" ) invitation_expires_at = models.DateTimeField(null=True, blank=True, help_text="When the invitation token expires") acknowledgement_completed = models.BooleanField( default=False, help_text="User has completed acknowledgement wizard" ) acknowledgement_completed_at = models.DateTimeField( null=True, blank=True, help_text="When acknowledgement was completed" ) current_wizard_step = models.IntegerField(default=0, help_text="Current step in onboarding wizard") wizard_completed_steps = models.JSONField(default=list, blank=True, help_text="List of completed wizard step IDs") class Meta: ordering = ["-date_joined"] indexes = [ models.Index(fields=["is_active", "-date_joined"]), ] def __str__(self): return f"{self.get_full_name()} ({self.email})" def get_role_names(self): """Get list of role names for this user""" return list(self.groups.values_list("name", flat=True)) def has_role(self, role_name): """Check if user has a specific role""" return self.groups.filter(name=role_name).exists() def is_px_admin(self): """Check if user is PX Admin""" return self.has_role("PX Admin") def is_hospital_admin(self): """Check if user is Hospital Admin""" return self.has_role("Hospital Admin") def is_department_manager(self): """Check if user is Department Manager""" return self.has_role("Department Manager") def is_px_staff(self): """Check if user is PX Staff""" return self.has_role("PX Staff") def is_source_user(self): """Check if user is a PX Source User""" return self.has_role("PX Source User") def is_executive(self): """Check if user is Executive (C-Suite/Top Management)""" return self.has_role("Executive") def get_source_user_profile_active(self): """Get active source user profile if exists""" if hasattr(self, "source_user_profile"): profile = self.source_user_profile if profile and profile.is_active: return profile return None def needs_onboarding(self): """Check if user needs to complete onboarding""" return self.is_provisional and not self.acknowledgement_completed def get_onboarding_progress_percentage(self): """Get onboarding progress percentage""" from .services import OnboardingService return OnboardingService.get_user_progress_percentage(self) class AcknowledgementCategory(UUIDModel, TimeStampedModel): """ Categories/Departments for acknowledgements. Admins can add, edit, or deactivate categories. Replaces hardcoded department choices with database-driven categories. """ name_en = models.CharField(max_length=200) name_ar = models.CharField(max_length=200, blank=True, help_text="Arabic name") code = models.CharField(max_length=50, unique=True, help_text="Unique code (e.g., CLINICS, ADMISSIONS)") description = models.TextField(blank=True, help_text="Category description") # Display & ordering icon = models.CharField(max_length=50, blank=True, help_text="Icon class (e.g., 'building', 'user')") color = models.CharField(max_length=7, default="#007bbd", help_text="Hex color code") order = models.IntegerField(default=0, help_text="Display order") # Status is_active = models.BooleanField(default=True, db_index=True) is_default = models.BooleanField(default=False, help_text="One of the 14 default categories") class Meta: ordering = ["order", "name_en"] verbose_name_plural = "Acknowledgement Categories" indexes = [ models.Index(fields=["is_active", "order"]), models.Index(fields=["is_default"]), ] def __str__(self): return self.name_en def get_localized_name(self): from django.utils.translation import get_language if get_language() == "ar" and self.name_ar: return self.name_ar return self.name_en def activate(self): self.is_active = True self.save(update_fields=["is_active"]) def deactivate(self): self.is_active = False self.save(update_fields=["is_active"]) class AcknowledgementContent(UUIDModel, TimeStampedModel): """ Acknowledgement content sections. Provides bilingual educational content for each acknowledgement category. """ # Link to category (replaces role field) category = models.ForeignKey( AcknowledgementCategory, on_delete=models.CASCADE, related_name="content_sections", help_text="Category this content belongs to", ) # Content section code = models.CharField(max_length=100, unique=True, help_text="Unique code for this content section") title_en = models.CharField(max_length=200) title_ar = models.CharField(max_length=200, blank=True) description_en = models.TextField() description_ar = models.TextField(blank=True) # Content details content_en = models.TextField(blank=True) content_ar = models.TextField(blank=True) # Visual elements icon = models.CharField(max_length=50, blank=True, help_text="Icon class (e.g., 'fa-user', 'fa-shield')") color = models.CharField(max_length=7, blank=True, help_text="Hex color code (e.g., '#007bff')") # Organization order = models.IntegerField(default=0, help_text="Display order") # Status is_active = models.BooleanField(default=True) class Meta: ordering = ["category", "order", "code"] indexes = [ models.Index(fields=["category", "is_active", "order"]), ] def __str__(self): return f"{self.category.name_en} - {self.title_en}" def get_localized_title(self): from django.utils.translation import get_language if get_language() == "ar" and self.title_ar: return self.title_ar return self.title_en def get_localized_description(self): from django.utils.translation import get_language if get_language() == "ar" and self.description_ar: return self.description_ar return self.description_en def get_localized_content(self): from django.utils.translation import get_language if get_language() == "ar" and self.content_ar: return self.content_ar return self.content_en class AcknowledgementChecklistItem(UUIDModel, TimeStampedModel): """ Checklist items that users must acknowledge. Each item is linked to a category (department). """ # Link to category (replaces role field) category = models.ForeignKey( AcknowledgementCategory, on_delete=models.PROTECT, related_name="checklist_items", help_text="Category/Department this acknowledgement belongs to", ) # Linked content (optional) content = models.ForeignKey( AcknowledgementContent, on_delete=models.SET_NULL, null=True, blank=True, related_name="checklist_items", help_text="Related content section", ) # Item details code = models.CharField(max_length=100, unique=True, help_text="Unique code for this checklist item") text_en = models.CharField(max_length=500) text_ar = models.CharField(max_length=500, blank=True) description_en = models.TextField(blank=True) description_ar = models.TextField(blank=True) # Configuration is_required = models.BooleanField(default=True, help_text="Item must be acknowledged") order = models.IntegerField(default=0, help_text="Display order in checklist") # Status is_active = models.BooleanField(default=True) class Meta: ordering = ["category", "order", "code"] indexes = [ models.Index(fields=["category", "is_active", "order"]), ] def __str__(self): return f"{self.category.name_en} - {self.text_en}" def get_localized_text(self): from django.utils.translation import get_language if get_language() == "ar" and self.text_ar: return self.text_ar return self.text_en def get_localized_description(self): from django.utils.translation import get_language if get_language() == "ar" and self.description_ar: return self.description_ar return self.description_en class UserAcknowledgement(UUIDModel, TimeStampedModel): """ Records of user acknowledgements. Tracks when each user acknowledges specific items with digital signatures. """ # User user = models.ForeignKey(User, on_delete=models.CASCADE, related_name="acknowledgements") # Checklist item checklist_item = models.ForeignKey( AcknowledgementChecklistItem, on_delete=models.CASCADE, related_name="user_acknowledgements" ) # Acknowledgement details is_acknowledged = models.BooleanField(default=True) acknowledged_at = models.DateTimeField(auto_now_add=True) # Digital signature signature = models.TextField(blank=True, help_text="Digital signature data (base64 encoded)") signature_ip = models.GenericIPAddressField(null=True, blank=True, help_text="IP address when signed") signature_user_agent = models.TextField(blank=True, help_text="User agent when signed") # PDF document pdf_file = models.FileField( upload_to="acknowledgements/pdfs/", null=True, blank=True, help_text="PDF document of signed acknowledgement" ) # Metadata metadata = models.JSONField(default=dict, blank=True, help_text="Additional metadata") class Meta: ordering = ["-acknowledged_at"] unique_together = [["user", "checklist_item"]] indexes = [ models.Index(fields=["user", "-acknowledged_at"]), models.Index(fields=["checklist_item", "-acknowledged_at"]), ] def __str__(self): return f"{self.user.email} - {self.checklist_item.text_en}" class UserProvisionalLog(UUIDModel, TimeStampedModel): """ Audit trail for provisional user lifecycle. Tracks all key events in the onboarding process. """ EVENT_TYPES = [ ("created", _("User Created")), ("invitation_sent", _("Invitation Sent")), ("invitation_resent", _("Invitation Resent")), ("wizard_started", _("Wizard Started")), ("step_completed", _("Wizard Step Completed")), ("wizard_completed", _("Wizard Completed")), ("user_activated", _("User Activated")), ("invitation_expired", _("Invitation Expired")), ] # User user = models.ForeignKey(User, on_delete=models.CASCADE, related_name="provisional_logs") # Event details event_type = models.CharField(max_length=50, choices=EVENT_TYPES, db_index=True) description = models.TextField() # Context ip_address = models.GenericIPAddressField(null=True, blank=True) user_agent = models.TextField(blank=True) # Additional data metadata = models.JSONField(default=dict, blank=True, help_text="Additional event data") class Meta: ordering = ["-created_at"] indexes = [ models.Index(fields=["user", "-created_at"]), models.Index(fields=["event_type", "-created_at"]), ] def __str__(self): return f"{self.user.email} - {self.get_event_type_display()} - {self.created_at}" class Role(models.Model): """ Role model for managing predefined roles and their permissions. This is a helper model - actual role assignment uses Django Groups. """ ROLE_CHOICES = [ ("px_admin", _("PX Admin")), ("hospital_admin", _("Hospital Admin")), ("department_manager", _("Department Manager")), ("px_staff", _("PX Staff")), ("physician", _("Physician")), ("nurse", _("Nurse")), ("staff", _("Staff")), ("viewer", _("Viewer")), ("executive", _("Executive")), ] name = models.CharField(max_length=50, unique=True, choices=ROLE_CHOICES) display_name = models.CharField(max_length=100) description = models.TextField(blank=True) # Link to Django Group group = models.OneToOneField(Group, on_delete=models.CASCADE, related_name="role_config") # Permissions permissions = models.ManyToManyField(Permission, blank=True) # Hierarchy level (for escalation logic) level = models.IntegerField(default=0, help_text="Higher number = higher authority") created_at = models.DateTimeField(auto_now_add=True) updated_at = models.DateTimeField(auto_now=True) class Meta: ordering = ["-level", "name"] def __str__(self): return self.display_name # Import version models to ensure they are registered with Django from .version_models import ContentVersion, ChecklistItemVersion, ContentChangeLog # ============================================================================ # SIMPLE ACKNOWLEDGEMENT MODELS # ============================================================================ class SimpleAcknowledgement(UUIDModel, TimeStampedModel): """ Simple acknowledgement item that employees must sign. """ title = models.CharField(max_length=200, help_text="Acknowledgement title") description = models.TextField(blank=True, help_text="Detailed description") pdf_document = models.FileField( upload_to="acknowledgements/documents/", null=True, blank=True, help_text="PDF document for employees to review" ) # Status is_active = models.BooleanField(default=True, help_text="Show in employee checklist") is_required = models.BooleanField(default=True, help_text="Must be signed by all employees") # Display order order = models.IntegerField(default=0) class Meta: ordering = ["order", "title"] verbose_name = "Acknowledgement" verbose_name_plural = "Acknowledgements" def __str__(self): return self.title @property def signed_count(self): """Number of employees who have signed this acknowledgement.""" return self.employee_signatures.filter(is_signed=True).count() class EmployeeAcknowledgement(UUIDModel, TimeStampedModel): """ Records which employees have signed which acknowledgements. """ employee = models.ForeignKey( "accounts.User", on_delete=models.CASCADE, related_name="employee_acknowledgements", help_text="Employee who signed", ) acknowledgement = models.ForeignKey( SimpleAcknowledgement, on_delete=models.CASCADE, related_name="employee_signatures", help_text="Acknowledgement that was signed", ) # Sent tracking sent_at = models.DateTimeField(null=True, blank=True, help_text="When acknowledgement was sent to employee") sent_by = models.ForeignKey( "accounts.User", on_delete=models.SET_NULL, null=True, blank=True, related_name="sent_acknowledgements", help_text="Admin who sent this acknowledgement", ) # Signature details is_signed = models.BooleanField(default=False) signed_at = models.DateTimeField(null=True, blank=True) signature_name = models.CharField(max_length=200, blank=True, help_text="Name used when signing") signature_employee_id = models.CharField(max_length=100, blank=True, help_text="Employee ID when signing") # Signed PDF signed_pdf = models.FileField( upload_to="acknowledgements/signed/%Y/%m/", null=True, blank=True, help_text="PDF with employee signature" ) # IP and user agent for audit ip_address = models.GenericIPAddressField(null=True, blank=True) user_agent = models.TextField(blank=True) # Notes notes = models.TextField(blank=True, help_text="Admin notes about this acknowledgement") class Meta: ordering = ["-sent_at", "-signed_at"] unique_together = [["employee", "acknowledgement"]] verbose_name = "Employee Acknowledgement" verbose_name_plural = "Employee Acknowledgements" def __str__(self): if self.is_signed: return f"✓ {self.employee.get_full_name()} - {self.acknowledgement.title}" elif self.sent_at: return f"→ {self.employee.get_full_name()} - {self.acknowledgement.title} (Sent)" return f"○ {self.employee.get_full_name()} - {self.acknowledgement.title}" ``` ## Assistant Now I need to add the corresponding DRF permission class for Executive role in the permissions file to complete the role setup. ## Assistant Now let me add the Executive permission class: ### Tool: Edit: apps/accounts/permissions.py: class IsDepartmentManager(perm... => class IsDepartmentManager(perm... **Status**: completed **Input:** ```json { "file_path": "/home/ismail/projects/HH/apps/accounts/permissions.py", "new_string": "class IsDepartmentManager(permissions.BasePermission):\n \"\"\"\n Permission class to check if user is Department Manager.\n Department Managers have access to their department's data.\n \"\"\"\n message = \"You must be a Department Manager to perform this action.\"\n\n def has_permission(self, request, view):\n return request.user and request.user.is_authenticated and request.user.is_department_manager()\n\n\nclass IsExecutive(permissions.BasePermission):\n \"\"\"\n Permission class to check if user is Executive (C-Suite/Top Management).\n Executives have system-wide read-only access with analytics capabilities.\n \"\"\"\n message = \"You must be an Executive to perform this action.\"\n\n def has_permission(self, request, view):\n return request.user and request.user.is_authenticated and request.user.is_executive()", "old_string": "class IsDepartmentManager(permissions.BasePermission):\n \"\"\"\n Permission class to check if user is Department Manager.\n Department Managers have access to their department's data.\n \"\"\"\n message = \"You must be a Department Manager to perform this action.\"\n\n def has_permission(self, request, view):\n return request.user and request.user.is_authenticated and request.user.is_department_manager()" } ``` **Affected Files:** - `/home/ismail/projects/HH/apps/accounts/permissions.py` **Output:** *Diff for `permissions.py`:* ```diff """ Accounts permissions - RBAC permission classes """ from rest_framework import permissions class IsPXAdmin(permissions.BasePermission): """ Permission class to check if user is PX Admin. PX Admins have full system access. """ message = "You must be a PX Admin to perform this action." def has_permission(self, request, view): return request.user and request.user.is_authenticated and request.user.is_px_admin() class IsHospitalAdmin(permissions.BasePermission): """ Permission class to check if user is Hospital Admin. Hospital Admins have access to their hospital's data. """ message = "You must be a Hospital Admin to perform this action." def has_permission(self, request, view): return request.user and request.user.is_authenticated and request.user.is_hospital_admin() class IsDepartmentManager(permissions.BasePermission): """ Permission class to check if user is Department Manager. Department Managers have access to their department's data. """ message = "You must be a Department Manager to perform this action." def has_permission(self, request, view): return request.user and request.user.is_authenticated and request.user.is_department_manager() class IsExecutive(permissions.BasePermission): """ Permission class to check if user is Executive (C-Suite/Top Management). Executives have system-wide read-only access with analytics capabilities. """ message = "You must be an Executive to perform this action." def has_permission(self, request, view): return request.user and request.user.is_authenticated and request.user.is_executive() class IsPXAdminOrHospitalAdmin(permissions.BasePermission): """ Permission class for PX Admin or Hospital Admin. """ message = "You must be a PX Admin or Hospital Admin to perform this action." def has_permission(self, request, view): if not (request.user and request.user.is_authenticated): return False return request.user.is_px_admin() or request.user.is_hospital_admin() class IsPXAdminOrReadOnly(permissions.BasePermission): """ Permission class that allows PX Admins full access, but only read access for others. """ def has_permission(self, request, view): if not (request.user and request.user.is_authenticated): return False # Read permissions for any authenticated user if request.method in permissions.SAFE_METHODS: return True # Write permissions only for PX Admins return request.user.is_px_admin() class IsOwnerOrPXAdmin(permissions.BasePermission): """ Permission class that allows users to access their own data, or PX Admins to access any data. """ def has_object_permission(self, request, view, obj): if not (request.user and request.user.is_authenticated): return False # PX Admins can access anything if request.user.is_px_admin(): return True # Users can access their own data if hasattr(obj, 'user'): return obj.user == request.user return obj == request.user class HasRolePermission(permissions.BasePermission): """ Permission class that checks if user has specific role. Usage: Set required_roles on the view. """ def has_permission(self, request, view): if not (request.user and request.user.is_authenticated): return False required_roles = getattr(view, 'required_roles', []) if not required_roles: return True user_roles = request.user.get_role_names() return any(role in user_roles for role in required_roles) class CanAccessHospitalData(permissions.BasePermission): """ Permission class that checks if user can access hospital data. - PX Admins can access all hospitals - Hospital Admins can access their own hospital - Department Managers can access their hospital """ def has_object_permission(self, request, view, obj): if not (request.user and request.user.is_authenticated): return False # PX Admins can access all if request.user.is_px_admin(): return True # Get hospital from object hospital = None if hasattr(obj, 'hospital'): hospital = obj.hospital elif obj.__class__.__name__ == 'Hospital': hospital = obj if not hospital: return False # Check if user belongs to this hospital return request.user.hospital == hospital class CanAccessDepartmentData(permissions.BasePermission): """ Permission class that checks if user can access department data. - PX Admins can access all departments - Hospital Admins can access departments in their hospital - Department Managers can access their own department """ def has_object_permission(self, request, view, obj): if not (request.user and request.user.is_authenticated): return False # PX Admins can access all if request.user.is_px_admin(): return True # Get department from object department = None if hasattr(obj, 'department'): department = obj.department elif obj.__class__.__name__ == 'Department': department = obj if not department: return False # Hospital Admins can access departments in their hospital if request.user.is_hospital_admin() and request.user.hospital == department.hospital: return True # Department Managers can access their own department if request.user.is_department_manager() and request.user.department == department: return True return False class IsSourceUser(permissions.BasePermission): """ Permission class to check if user is a PX Source User. Source Users can only access data from their assigned source. """ message = "You must be a Source User to perform this action." def has_permission(self, request, view): return ( request.user and request.user.is_authenticated and request.user.is_source_user() ) class IsSourceUserOrAdmin(permissions.BasePermission): """ Permission class for Source Users or Admins. Allows access to: - PX Admins - Hospital Admins - Department Managers - Active Source Users """ message = "You must be a Source User or Admin to perform this action." def has_permission(self, request, view): if not (request.user and request.user.is_authenticated): return False # Admins have access if (request.user.is_px_admin() or request.user.is_hospital_admin() or request.user.is_department_manager()): return True # Source Users have access return request.user.is_source_user() class IsSourceUserOwnData(permissions.BasePermission): """ Object-level permission to ensure source users can only access their own data. """ message = "You can only access data you created." def has_object_permission(self, request, view, obj): if not (request.user and request.user.is_authenticated): return False # Admins can access everything if (request.user.is_px_admin() or request.user.is_hospital_admin() or request.user.is_department_manager()): return True # Source Users can only access their own created data if request.user.is_source_user(): return getattr(obj, 'created_by', None) == request.user return False # ==================== Onboarding Permissions ==================== class IsProvisionalUser(permissions.BasePermission): """ Permission class to check if user is provisional (in onboarding). """ message = "You must be a provisional user to access this resource." def has_permission(self, request, view): return ( request.user and request.user.is_authenticated and request.user.is_provisional and not request.user.acknowledgement_completed ) class CanViewOnboarding(permissions.BasePermission): """ Permission class for viewing onboarding content. - Provisional users can view their own onboarding - PX Admins can view all onboarding data """ message = "You do not have permission to view onboarding data." def has_permission(self, request, view): if not (request.user and request.user.is_authenticated): return False # Provisional users can view their own if request.user.is_provisional: return True # PX Admins can view all if request.user.is_px_admin(): return True return False class CanManageOnboarding(permissions.BasePermission): """ Permission class for managing onboarding. - PX Admins have full access - Hospital Admins can manage onboarding for their hospital """ message = "You must be a PX Admin or Hospital Admin to manage onboarding." def has_permission(self, request, view): if not (request.user and request.user.is_authenticated): return False # PX Admins have full access if request.user.is_px_admin(): return True # Hospital Admins can manage their hospital if request.user.is_hospital_admin(): return True return False class IsOnboardingOwnerOrAdmin(permissions.BasePermission): """ Permission class for onboarding object access. - Users can access their own onboarding data - PX Admins can access all """ def has_object_permission(self, request, view, obj): if not (request.user and request.user.is_authenticated): return False # PX Admins can access all if request.user.is_px_admin(): return True # Users can access their own data if hasattr(obj, 'user'): return obj.user == request.user return obj == request.user class CanManageAcknowledgementContent(permissions.BasePermission): """ Permission class for managing acknowledgement content and checklist items. Only PX Admins can manage these. """ message = "Only PX Admins can manage acknowledgement content." def has_permission(self, request, view): if not (request.user and request.user.is_authenticated): return False # PX Admins can manage content if request.user.is_px_admin(): return True # Read-only for others if request.method in permissions.SAFE_METHODS: return True return False ``` ## Assistant Now I need to update the sidebar navigation to include the Executive Summary menu item visible only to executives, so let me read the sidebar template first. ## Assistant Now let me update the sidebar to add Executive Summary navigation (visible to Executives and PX Admins): ### Tool: ReadFile: templates/layouts/partials/sidebar.html (first 100 lines) **Status**: completed **Input:** ```json { "file_path": "/home/ismail/projects/HH/templates/layouts/partials/sidebar.html", "limit": 100 } ``` **Affected Files:** - `/home/ismail/projects/HH/templates/layouts/partials/sidebar.html` **Output:** ```html Showing lines 1-100 of 784 total lines. --- {% load i18n %} {% load hospital_filters %} {% load static %}