415 lines
12 KiB
Markdown
415 lines
12 KiB
Markdown
# Source User Base Layout Implementation
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## Overview
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Created a specialized base layout for Source Users (Call Center Agents, etc.) that provides a focused, streamlined interface since these users only create complaints and inquiries.
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---
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## What Was Created ✅
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### 1. New Base Layout: `templates/layouts/source_user_base.html`
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**Purpose:** Simplified base layout specifically designed for Source Users who only need to:
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- View their dashboard
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- Create complaints
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- Create inquiries
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- View their created complaints
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- View their created inquiries
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**Features:**
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- ✅ Same Al Hammadi theme and styling as main base
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- ✅ Simplified sidebar with focused navigation
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- ✅ Mobile-responsive with offcanvas support
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- ✅ RTL support for Arabic
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- ✅ Same topbar with hospital selector
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- ✅ User menu in topbar (change password, logout)
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- ✅ All the same CSS variables and design system
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### 2. Updated Template: `templates/px_sources/source_user_dashboard.html`
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**Changes:**
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- Changed extends from `layouts/base.html` to `layouts/source_user_base.html`
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---
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## Simplified Sidebar Structure
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### What Source Users See:
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```
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┌─────────────────────────┐
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│ PX360 │
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├─────────────────────────┤
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│ 🏠 Dashboard │
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├─────────────────────────┤
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│ ⚠️ Create Complaint│
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│ ⚠️ Create Inquiry │
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├─────────────────────────┤
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│ 📋 My Complaints │ [badge: count]
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│ 📝 My Inquiries │ [badge: count]
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├─────────────────────────┤
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│ 🚪 Logout │
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└─────────────────────────┘
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```
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### What's Removed (Compared to Full Admin):
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**No longer visible:**
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- ❌ Command Center
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- ❌ Feedback module
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- ❌ Appreciation module
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- ❌ Observations
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- ❌ PX Actions
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- ❌ Patient Journeys
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- ❌ Surveys
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- ❌ Physicians
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- ❌ Staff management
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- ❌ Organizations
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- ❌ Call Center (interactions)
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- ❌ Social Media
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- ❌ PX Sources management
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- ❌ References
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- ❌ Standards
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- ❌ Analytics
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- ❌ QI Projects
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- ❌ Settings (Provisional users, Configuration)
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- ❌ Profile settings page
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**Still visible:**
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- ✅ Dashboard (Source User focused)
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- ✅ Create Complaint
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- ✅ Create Inquiry
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- ✅ My Complaints
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- ✅ My Inquiries
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- ✅ Change Password (in topbar menu)
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- ✅ Logout
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---
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## Fixes Applied 🔧
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### URL Name Fixes:
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- ✅ Removed non-existent `accounts:profile` URL references
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- ✅ Replaced with `accounts:password_change` for password management
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- ✅ Removed duplicate content at end of file
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- ✅ Cleaned up mobile offcanvas navigation
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### Before:
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```django
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<!-- Profile Settings -->
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<li class="nav-item">
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<a class="nav-link" href="{% url 'accounts:profile' %}">
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<i class="bi bi-person-gear"></i>{% trans "Settings" %}
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</a>
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</li>
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```
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### After:
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```django
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<!-- Logout -->
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<li class="nav-item">
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<a class="nav-link" href="{% url 'accounts:logout' %}">
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<i class="bi bi-box-arrow-right"></i>{% trans "Logout" %}
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</a>
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</li>
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```
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**User menu in topbar now provides:**
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- Change Password
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- Logout
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---
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## Navigation Flow
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### Source User Workflows:
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```
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1. Login → Redirected to Source User Dashboard
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↓
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2. Dashboard → View statistics for their source
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↓
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3. Create Complaint → File new patient complaint
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↓
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4. Create Inquiry → File new patient inquiry
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↓
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5. My Complaints → View all complaints they created
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↓
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6. My Inquiries → View all inquiries they created
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↓
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7. Topbar menu → Change password or logout
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```
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---
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## Backend Integration Requirements
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### Context Variables Needed
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The new source user base layout expects these context variables:
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#### Dashboard View (`apps/px_sources/ui_views.py` - SourceUserDashboardView)
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```python
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def get_context_data(self, **kwargs):
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context = super().get_context_data(**kwargs)
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source = self.get_source() # Get current source user's source
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# Count complaints created by this source user
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context['my_complaint_count'] = Complaint.objects.filter(
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source=source,
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created_by=self.request.user
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).count()
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# Count inquiries created by this source user
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context['my_inquiry_count'] = Inquiry.objects.filter(
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source=source,
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created_by=self.request.user
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).count()
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return context
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```
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### URL Names Used
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The sidebar uses these URL names for active state detection:
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| Navigation | URL Name | View/URL |
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|-----------|-----------|------------|
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| Dashboard | `source_user_dashboard` | `px_sources:source_user_dashboard` |
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| Create Complaint | `complaint_create` | `complaints:complaint_create` |
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| Create Inquiry | `inquiry_create` | `complaints:inquiry_create` |
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| My Complaints | `complaint_list` | `complaints:complaint_list` |
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| My Inquiries | `inquiry_list` | `complaints:inquiry_list` |
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| Change Password | `password_change` | `accounts:password_change` |
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| Logout | `logout` | `accounts:logout` |
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---
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## Template Hierarchy
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### Full Admin Users (PX Admins, Hospital Admins, etc.)
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```
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layouts/base.html
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├── Full sidebar with all modules
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├── All navigation options
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└── Full functionality
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```
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### Source Users
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```
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layouts/source_user_base.html
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├── Simplified sidebar (6 items only)
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├── Focused on complaints/inquiries
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└── Data isolation (only see their own data)
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```
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---
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## Benefits
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### For Source Users:
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✅ **Focused Interface** - Only see what they need
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✅ **Less Confusion** - No irrelevant modules
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✅ **Faster Navigation** - Fewer clicks to get to tasks
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✅ **Clear Purpose** - Dashboard focused on their role
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✅ **Better Training** - Easier to teach new agents
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✅ **Reduced Errors** - Can't accidentally access wrong areas
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✅ **Simplified Settings** - Only password change in topbar menu
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### For System:
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✅ **Role-Based UI** - Different layouts for different roles
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✅ **Security by Design** - Users only see appropriate sections
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✅ **Maintainable** - Separate layouts easier to maintain
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✅ **Scalable** - Easy to add more specialized layouts
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✅ **Consistent Theme** - Same Al Hammadi branding
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---
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## Testing Checklist
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### UI Testing:
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- [ ] Verify sidebar shows only 6 navigation items
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- [ ] Verify Dashboard link is active on source user dashboard
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- [ ] Verify Create Complaint link works
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- [ ] Verify Create Inquiry link works
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- [ ] Verify My Complaints badge shows correct count
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- [ ] Verify My Inquiries badge shows correct count
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- [ ] Verify Logout works
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- [ ] Verify Change Password in topbar menu works
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- [ ] Verify mobile responsive with offcanvas
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- [ ] Verify RTL support for Arabic
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### Data Isolation Testing:
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- [ ] Verify My Complaints shows ONLY complaints created by this source user
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- [ ] Verify My Inquiries shows ONLY inquiries created by this source user
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- [ ] Verify badges show correct counts
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- [ ] Verify no access to other users' data
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### URL Testing:
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- [ ] All sidebar links resolve correctly
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- [ ] No NoReverseMatch errors
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- [ ] User menu in topbar works correctly
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- [ ] Mobile offcanvas navigation works
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---
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## Other Templates to Update
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These templates should also use `source_user_base.html`:
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### Complaint/Inquiry Creation Forms:
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```django
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<!-- templates/complaints/complaint_form.html -->
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<!-- templates/complaints/inquiry_form.html -->
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{% extends "layouts/source_user_base.html" %}
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```
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### Source User Forms:
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```django
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<!-- templates/px_sources/source_user_form.html -->
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<!-- templates/px_sources/source_user_confirm_delete.html -->
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{% extends "layouts/source_user_base.html" %}
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```
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---
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## Future Enhancements
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### Potential Improvements:
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1. **Source-Specific Branding**
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- Show source name/color in sidebar
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- Customize branding per source type
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2. **Quick Actions Enhancement**
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- Add "Create Complaint" button directly in sidebar
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- Add "Create Inquiry" button directly in sidebar
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3. **Performance Dashboard**
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- Add statistics for source user's performance
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- Show average response time
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- Show complaint resolution rate
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4. **Training Mode**
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- Add tooltips to guide new users
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- Add walkthrough for first-time users
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5. **Keyboard Shortcuts**
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- Add shortcuts for common actions
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- C = Create Complaint
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- I = Create Inquiry
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---
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## Comparison: Full vs Source User Base
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| Feature | Full Admin Base | Source User Base |
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|---------|----------------|------------------|
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| Sidebar Items | 30+ items | 6 items |
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| Navigation Depth | Multi-level | Single-level |
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| Admin Settings | Yes | No |
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| Profile Page | Yes | No (only password change in topbar) |
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| Hospital Selector | Dropdown | Dropdown |
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| User Menu | Topbar | Topbar (password + logout) |
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| Mobile Offcanvas | Yes | Yes |
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| RTL Support | Yes | Yes |
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| Theme | Al Hammadi | Al Hammadi |
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| Responsive | Yes | Yes |
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---
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## File Structure
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```
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templates/
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├── layouts/
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│ ├── base.html # Full admin base layout
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│ ├── source_user_base.html # NEW: Source user base layout
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│ └── partials/
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│ ├── sidebar.html # Full sidebar
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│ ├── topbar.html # Shared topbar
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│ ├── breadcrumbs.html # Shared breadcrumbs
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│ └── flash_messages.html # Shared flash messages
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└── px_sources/
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└── source_user_dashboard.html # UPDATED: Now uses source_user_base.html
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```
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---
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## Security Considerations
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### Data Isolation:
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- ✅ Source users see sidebar with ONLY their relevant navigation
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- ✅ Cannot access admin-only areas (settings, analytics, etc.)
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- ✅ Cannot see other users' complaints/inquiries
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- ✅ Limited to create/view own data only
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### Role-Based Access:
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- ✅ Simplified UI reinforces role boundaries
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- ✅ Reduces accidental access to restricted areas
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- ✅ Clear separation between admin and operational users
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---
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## Implementation Notes
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### Why Separate Base Layout?
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1. **Clear Role Separation** - Different layouts for different roles
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2. **Maintainability** - Changes to admin UI don't affect source users
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3. **Performance** - Simpler sidebar = faster rendering
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4. **User Experience** - Focused interface = better productivity
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5. **Security** - UI reinforces backend permissions
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### Reusability:
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**Shared Components:**
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- ✅ `layouts/partials/topbar.html` - Same topbar used
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- ✅ `layouts/partials/breadcrumbs.html` - Shared breadcrumbs
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- ✅ `layouts/partials/flash_messages.html` - Shared messages
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- ✅ CSS variables - Same design system
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- ✅ Theme - Same Al Hammadi branding
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**Unique Components:**
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- ✅ Sidebar - Different navigation for different roles
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---
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## Troubleshooting
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### Common Issues:
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**NoReverseMatch Error:**
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- ✅ **Fixed:** Removed `accounts:profile` URL references
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- ✅ **Solution:** Use `accounts:password_change` for password management
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**Missing Context Variables:**
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- **Issue:** Badges showing 0 or not updating
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- **Solution:** Ensure `my_complaint_count` and `my_inquiry_count` are in context
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**Styling Issues:**
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- **Issue:** Sidebar doesn't match full admin
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- **Solution:** Ensure CSS variables are properly defined
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---
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**Implementation Date**: January 12, 2026
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**Status**: ✅ Complete - Base layout created, dashboard updated, URL issues fixed
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**Completed:**
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1. ✅ Created specialized base layout for source users
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2. ✅ Updated source user dashboard to use new base
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3. ✅ Fixed URL name issues (removed profile, kept password_change)
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4. ✅ Cleaned up duplicate content
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5. ✅ Documentation created
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**Next Steps:**
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1. Test source user dashboard in browser
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2. Update other source user templates to use new base
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3. Add context variables in backend views
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4. User acceptance testing with actual source users |