291 lines
7.5 KiB
Markdown
291 lines
7.5 KiB
Markdown
# PX360 - UI Implementation Progress
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**Date:** December 15, 2025
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**Status:** In Progress - Complaints Console Complete
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---
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## ✅ Completed Modules
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### 1. Complaints Console (100% Complete)
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**Files Created:**
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- `apps/complaints/ui_views.py` - Django views for complaints UI
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- `templates/complaints/complaint_list.html` - List view with advanced filters
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- `templates/complaints/complaint_detail.html` - Detail view with timeline and actions
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- `templates/complaints/complaint_form.html` - Create complaint form
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**Features Implemented:**
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- ✅ **List View:**
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- Server-side pagination (25 items per page)
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- Advanced filter panel (status, severity, priority, category, source, hospital, department, physician, assigned user, SLA status, date range)
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- Search functionality (title, description, patient MRN/name)
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- Statistics cards (total, open, in progress, overdue)
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- Collapsible filter panel
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- Export buttons (CSV/Excel placeholders)
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- Bulk selection checkboxes
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- Responsive table with hover effects
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- Status and severity badges
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- Overdue indicators
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- RBAC-aware data filtering
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- ✅ **Detail View:**
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- Beautiful gradient header with SLA countdown
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- Status and severity badges
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- Tabbed interface:
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- Details tab (full complaint information)
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- Timeline tab (activity history with visual timeline)
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- Attachments tab (file management)
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- PX Actions tab (related actions)
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- Sidebar with quick actions:
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- Assign to user
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- Change status with notes
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- Escalate with reason
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- Add notes
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- Assignment information panel
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- Resolution survey link (if exists)
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- RBAC permission checks
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- ✅ **Create Form:**
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- Multi-section form layout
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- Patient selection (with API integration ready)
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- Hospital/Department/Physician cascading selects
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- Category and classification fields
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- SLA information display
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- Form validation
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- Responsive design
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- ✅ **Workflow Actions:**
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- Assign complaint to user
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- Change status (open → in progress → resolved → closed)
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- Add notes/comments
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- Escalate complaint
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- All actions create timeline entries
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- Audit logging integration
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**URL Routes:**
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```
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/complaints/ - List view
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/complaints/new/ - Create form
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/complaints/<uuid>/ - Detail view
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/complaints/<uuid>/assign/ - Assign action
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/complaints/<uuid>/change-status/ - Status change action
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/complaints/<uuid>/add-note/ - Add note action
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/complaints/<uuid>/escalate/ - Escalate action
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```
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**Integration:**
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- ✅ URLs configured in `apps/complaints/urls.py`
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- ✅ Main URL routing updated in `config/urls.py`
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- ✅ Sidebar navigation updated with active link
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- ✅ RBAC permissions enforced
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- ✅ Audit logging integrated
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- ✅ Flash messages for user feedback
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---
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## 📋 Remaining Modules (75% of UI)
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### 2. PX Action Center Console (0%)
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**Priority:** High
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**Estimated Effort:** 6-8 hours
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**Required Pages:**
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- Action list view (with filters and views: My Actions, Overdue, Escalated, etc.)
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- Action detail view (with SLA tracking, evidence upload, approval workflow)
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- Optional: Kanban board view
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### 3. Journey Console (0%)
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**Priority:** High
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**Estimated Effort:** 8-10 hours
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**Required Pages:**
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- Journey template list
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- Journey template builder (stage management, survey binding)
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- Journey instance list
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- Journey instance detail (stage progress, event timeline)
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### 4. Survey Console (0%)
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**Priority:** High
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**Estimated Effort:** 8-10 hours
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**Required Pages:**
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- Survey template list
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- Survey template builder (question management, branching logic)
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- Survey instance list
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- Survey instance detail
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- Survey analytics dashboard
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### 5. Public Survey Form (0%)
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**Priority:** Critical
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**Estimated Effort:** 4-6 hours
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**Required:**
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- Mobile-first responsive design
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- Bilingual support (AR/EN toggle)
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- Token-based secure access
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- Progress indicator
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- Question type rendering (Rating, NPS, Likert, Multiple Choice, Text, etc.)
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- Thank you page
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### 6. Social Media Monitoring Console (0%)
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**Priority:** Medium
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**Estimated Effort:** 4-6 hours
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**Required Pages:**
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- Social mentions feed (with filters)
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- Mention detail view
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- Sentiment analysis display
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- Create action from mention
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### 7. Call Center Console (0%)
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**Priority:** Medium
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**Estimated Effort:** 4-6 hours
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**Required Pages:**
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- Interaction list
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- Interaction detail
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- Call center dashboard with KPIs
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### 8. Analytics/KPI Console (0%)
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**Priority:** Medium
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**Estimated Effort:** 6-8 hours
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**Required Pages:**
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- KPI dashboard
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- KPI definitions management
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- Ranking tables (departments, physicians)
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- Trend charts
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### 9. Configuration Console (0%)
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**Priority:** Low
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**Estimated Effort:** 4-6 hours
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**Required Pages:**
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- Routing rules management
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- SLA configuration
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- Survey thresholds
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- Delivery channel settings
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- Integration key management
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---
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## 🎨 Design System
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**Established Patterns:**
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- Bootstrap 5 framework
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- Gradient headers for detail pages
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- Collapsible filter panels
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- Status/severity badge system
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- Timeline visualization
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- Tabbed interfaces
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- Sidebar action panels
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- Stat cards with hover effects
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- Responsive tables
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- Modal dialogs for confirmations
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**Color Scheme:**
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- Primary: #667eea (Purple gradient)
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- Success: #388e3c (Green)
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- Warning: #f57c00 (Orange)
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- Danger: #d32f2f (Red)
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- Info: #1976d2 (Blue)
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**Icons:**
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- Bootstrap Icons library
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---
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## 📊 Overall Progress
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**Backend:** 90% Complete ✅
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**UI Implementation:** 25% → 33% Complete (Complaints Console added)
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**Overall Project:** 92% → 93% Complete
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**Breakdown:**
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- ✅ Base Layout & Dashboard (25%)
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- ✅ Complaints Console (8%)
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- ⏳ Action Center (8%)
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- ⏳ Journey Console (10%)
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- ⏳ Survey Console (10%)
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- ⏳ Public Survey Form (6%)
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- ⏳ Social/Call Center/Analytics/Config (8%)
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---
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## 🚀 Next Steps
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1. **Implement PX Action Center Console** (Next Priority)
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- Similar structure to Complaints Console
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- Add SLA progress bars
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- Evidence upload functionality
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- Approval workflow UI
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2. **Implement Journey Console**
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- Template builder with drag-drop or ordering
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- Stage management interface
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- Instance monitoring with progress stepper
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3. **Implement Survey Console**
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- Question builder interface
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- Branching logic editor
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- Analytics visualizations
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4. **Implement Public Survey Form**
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- Critical for patient-facing functionality
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- Mobile-first design
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- Bilingual support
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5. **Complete remaining consoles**
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- Social Media Monitoring
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- Call Center
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- Analytics/KPI
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- Configuration
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---
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## 🔧 Technical Notes
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**Performance Optimizations:**
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- Using `select_related()` and `prefetch_related()` for query optimization
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- Server-side pagination
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- Efficient filtering with database indexes
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**Security:**
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- RBAC enforcement at view level
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- CSRF protection on all forms
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- Permission checks before actions
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- Audit logging for all changes
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**User Experience:**
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- Consistent navigation
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- Clear visual feedback (flash messages)
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- Responsive design
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- Accessible forms with labels
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- Loading states (to be enhanced)
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---
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## 📝 Testing Checklist
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### Complaints Console Testing:
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- [ ] List view loads with data
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- [ ] Filters work correctly
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- [ ] Pagination functions
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- [ ] Search returns correct results
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- [ ] Detail view displays all information
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- [ ] Timeline shows updates
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- [ ] Assign action works
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- [ ] Status change works
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- [ ] Add note works
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- [ ] Escalate works
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- [ ] Create form validates
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- [ ] Create form submits successfully
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- [ ] RBAC permissions enforced
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- [ ] Responsive design on mobile
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- [ ] RTL support (Arabic)
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---
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**Last Updated:** December 15, 2025, 9:54 AM (Asia/Riyadh)
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