503 lines
15 KiB
Python
503 lines
15 KiB
Python
"""
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Surveys models - Survey templates and instances
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This module implements the survey system that:
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- Defines bilingual survey templates with questions
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- Creates survey instances linked to journey stages
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- Generates secure token-based survey links
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- Collects and scores survey responses
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- Triggers actions based on negative feedback
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"""
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import secrets
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from django.core.signing import Signer
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from django.db import models
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from django.urls import reverse
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from apps.core.models import BaseChoices, StatusChoices, TenantModel, TimeStampedModel, UUIDModel
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class SurveyStatus(BaseChoices):
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"""Survey status choices with enhanced tracking"""
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SENT = 'sent', 'Sent (Not Opened)'
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VIEWED = 'viewed', 'Viewed (Opened, Not Started)'
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IN_PROGRESS = 'in_progress', 'In Progress (Started, Not Completed)'
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COMPLETED = 'completed', 'Completed'
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ABANDONED = 'abandoned', 'Abandoned (Started but Left)'
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EXPIRED = 'expired', 'Expired'
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CANCELLED = 'cancelled', 'Cancelled'
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class QuestionType(BaseChoices):
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"""Survey question type choices"""
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RATING = 'rating', 'Rating (1-5 stars)'
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NPS = 'nps', 'NPS (0-10)'
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YES_NO = 'yes_no', 'Yes/No'
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MULTIPLE_CHOICE = 'multiple_choice', 'Multiple Choice'
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TEXT = 'text', 'Text (Short Answer)'
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TEXTAREA = 'textarea', 'Text Area (Long Answer)'
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LIKERT = 'likert', 'Likert Scale (1-5)'
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class SurveyTemplate(UUIDModel, TimeStampedModel):
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"""
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Survey template defines questions for a survey.
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Supports:
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- Bilingual questions (AR/EN)
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- Multiple question types
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- Scoring configuration
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- Branch logic (conditional questions)
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"""
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name = models.CharField(max_length=200)
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name_ar = models.CharField(max_length=200, blank=True, verbose_name="Name (Arabic)")
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# Configuration
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hospital = models.ForeignKey(
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'organizations.Hospital',
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on_delete=models.CASCADE,
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related_name='survey_templates'
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)
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# Survey type
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survey_type = models.CharField(
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max_length=50,
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choices=[
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('stage', 'Journey Stage Survey'),
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('complaint_resolution', 'Complaint Resolution Satisfaction'),
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('general', 'General Feedback'),
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('nps', 'Net Promoter Score'),
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],
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default='stage',
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db_index=True
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)
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# Scoring configuration
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scoring_method = models.CharField(
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max_length=20,
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choices=[
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('average', 'Average Score'),
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('weighted', 'Weighted Average'),
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('nps', 'NPS Calculation'),
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],
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default='average'
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)
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negative_threshold = models.DecimalField(
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max_digits=3,
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decimal_places=1,
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default=3.0,
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help_text="Scores below this trigger PX actions (out of 5)"
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)
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# Configuration
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is_active = models.BooleanField(default=True, db_index=True)
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class Meta:
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ordering = ['hospital', 'name']
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indexes = [
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models.Index(fields=['hospital', 'survey_type', 'is_active']),
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]
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def __str__(self):
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return self.name
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def get_question_count(self):
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"""Get number of questions"""
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return self.questions.count()
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class SurveyQuestion(UUIDModel, TimeStampedModel):
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"""
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Survey question within a template.
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Supports:
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- Bilingual text (AR/EN)
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- Multiple question types
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- Required/optional
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- Conditional display (branch logic)
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"""
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survey_template = models.ForeignKey(
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SurveyTemplate,
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on_delete=models.CASCADE,
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related_name='questions'
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)
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# Question text
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text = models.TextField(verbose_name="Question Text (English)")
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text_ar = models.TextField(blank=True, verbose_name="Question Text (Arabic)")
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# Question configuration
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question_type = models.CharField(
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max_length=20,
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choices=QuestionType.choices,
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default=QuestionType.RATING
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)
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order = models.IntegerField(default=0, help_text="Display order")
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is_required = models.BooleanField(default=True)
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# For multiple choice questions
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choices_json = models.JSONField(
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default=list,
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blank=True,
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help_text="Array of choice objects: [{'value': '1', 'label': 'Option 1', 'label_ar': 'خيار 1'}]"
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)
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class Meta:
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ordering = ['survey_template', 'order']
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indexes = [
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models.Index(fields=['survey_template', 'order']),
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]
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def __str__(self):
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return f"{self.survey_template.name} - Q{self.order}: {self.text[:50]}"
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class SurveyInstance(UUIDModel, TimeStampedModel, TenantModel):
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"""
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Survey instance - an actual survey sent to a patient.
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Linked to:
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- Survey template (defines questions)
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- Patient (recipient)
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- Journey stage (optional - if stage survey)
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- Encounter (optional)
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Tenant-aware: All surveys are scoped to a hospital.
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"""
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survey_template = models.ForeignKey(
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SurveyTemplate,
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on_delete=models.PROTECT,
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related_name='instances'
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)
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# Patient information
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patient = models.ForeignKey(
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'organizations.Patient',
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on_delete=models.CASCADE,
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related_name='surveys'
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)
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# Journey linkage
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journey_instance = models.ForeignKey(
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'journeys.PatientJourneyInstance',
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on_delete=models.CASCADE,
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null=True,
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blank=True,
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related_name='surveys'
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)
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encounter_id = models.CharField(max_length=100, blank=True, db_index=True)
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# Delivery
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delivery_channel = models.CharField(
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max_length=20,
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choices=[
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('sms', 'SMS'),
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('whatsapp', 'WhatsApp'),
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('email', 'Email'),
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],
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default='sms'
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)
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recipient_phone = models.CharField(max_length=20, blank=True)
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recipient_email = models.EmailField(blank=True)
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# Access token for secure link
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access_token = models.CharField(
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max_length=100,
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unique=True,
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db_index=True,
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blank=True,
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help_text="Secure token for survey access"
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)
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token_expires_at = models.DateTimeField(
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null=True,
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blank=True,
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help_text="Token expiration date"
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)
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# Status
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status = models.CharField(
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max_length=20,
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choices=SurveyStatus.choices,
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default=SurveyStatus.SENT,
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db_index=True
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)
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# Timestamps
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sent_at = models.DateTimeField(null=True, blank=True, db_index=True)
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opened_at = models.DateTimeField(null=True, blank=True)
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completed_at = models.DateTimeField(null=True, blank=True)
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# Enhanced tracking
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open_count = models.IntegerField(
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default=0,
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help_text="Number of times survey link was opened"
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)
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last_opened_at = models.DateTimeField(
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null=True,
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blank=True,
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help_text="Most recent time survey was opened"
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)
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time_spent_seconds = models.IntegerField(
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null=True,
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blank=True,
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help_text="Total time spent on survey in seconds"
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)
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# Scoring
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total_score = models.DecimalField(
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max_digits=5,
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decimal_places=2,
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null=True,
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blank=True,
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help_text="Calculated total score"
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)
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is_negative = models.BooleanField(
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default=False,
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db_index=True,
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help_text="True if score below threshold"
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)
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# Metadata
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metadata = models.JSONField(default=dict, blank=True)
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# Patient contact tracking (for negative surveys)
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patient_contacted = models.BooleanField(
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default=False,
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help_text="Whether patient was contacted about negative survey"
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)
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patient_contacted_at = models.DateTimeField(null=True, blank=True)
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patient_contacted_by = models.ForeignKey(
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'accounts.User',
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on_delete=models.SET_NULL,
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null=True,
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blank=True,
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related_name='contacted_surveys',
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help_text="User who contacted the patient"
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)
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contact_notes = models.TextField(
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blank=True,
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help_text="Notes from patient contact"
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)
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issue_resolved = models.BooleanField(
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default=False,
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help_text="Whether the issue was resolved/explained"
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)
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class Meta:
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ordering = ['-created_at']
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indexes = [
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models.Index(fields=['patient', '-created_at']),
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models.Index(fields=['status', '-sent_at']),
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models.Index(fields=['is_negative', '-completed_at']),
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]
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def __str__(self):
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return f"{self.survey_template.name} - {self.patient.get_full_name()}"
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def save(self, *args, **kwargs):
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"""Generate access token on creation"""
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if not self.access_token:
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self.access_token = secrets.token_urlsafe(32)
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# Set token expiration
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if not self.token_expires_at:
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from datetime import timedelta
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from django.conf import settings
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from django.utils import timezone
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days = getattr(settings, 'SURVEY_TOKEN_EXPIRY_DAYS', 30)
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self.token_expires_at = timezone.now() + timedelta(days=days)
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super().save(*args, **kwargs)
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def get_survey_url(self):
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"""Generate secure survey URL"""
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return f"/surveys/s/{self.access_token}/"
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def calculate_score(self):
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"""
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Calculate total score from responses.
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Returns the calculated score and updates the instance.
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"""
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responses = self.responses.all()
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if not responses.exists():
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return None
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if self.survey_template.scoring_method == 'average':
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# Simple average of all rating responses
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rating_responses = responses.filter(
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question__question_type__in=['rating', 'likert', 'nps']
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)
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if rating_responses.exists():
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total = sum(float(r.numeric_value or 0) for r in rating_responses)
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count = rating_responses.count()
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score = total / count if count > 0 else 0
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else:
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score = 0
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elif self.survey_template.scoring_method == 'weighted':
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# Simple average (weight feature removed)
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rating_responses = responses.filter(
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question__question_type__in=['rating', 'likert', 'nps']
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)
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if rating_responses.exists():
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total = sum(float(r.numeric_value or 0) for r in rating_responses)
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count = rating_responses.count()
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score = total / count if count > 0 else 0
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else:
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score = 0
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else: # NPS
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# NPS calculation: % promoters - % detractors
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nps_responses = responses.filter(question__question_type='nps')
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if nps_responses.exists():
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promoters = nps_responses.filter(numeric_value__gte=9).count()
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detractors = nps_responses.filter(numeric_value__lte=6).count()
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total = nps_responses.count()
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score = ((promoters - detractors) / total * 100) if total > 0 else 0
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else:
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score = 0
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# Update instance
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self.total_score = score
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self.is_negative = score < float(self.survey_template.negative_threshold)
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self.save(update_fields=['total_score', 'is_negative'])
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return score
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class SurveyResponse(UUIDModel, TimeStampedModel):
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"""
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Survey response - answer to a specific question.
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"""
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survey_instance = models.ForeignKey(
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SurveyInstance,
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on_delete=models.CASCADE,
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related_name='responses'
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)
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question = models.ForeignKey(
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SurveyQuestion,
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on_delete=models.PROTECT,
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related_name='responses'
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)
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# Response value (type depends on question type)
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numeric_value = models.DecimalField(
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max_digits=10,
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decimal_places=2,
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null=True,
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blank=True,
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help_text="For rating, NPS, Likert questions"
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)
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text_value = models.TextField(
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blank=True,
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help_text="For text, textarea questions"
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)
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choice_value = models.CharField(
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max_length=200,
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blank=True,
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help_text="For multiple choice questions"
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)
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class Meta:
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ordering = ['survey_instance', 'question__order']
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unique_together = [['survey_instance', 'question']]
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class SurveyTracking(UUIDModel, TimeStampedModel):
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"""
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Detailed survey engagement tracking.
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Tracks multiple interactions with survey:
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- Page views
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- Time spent on survey
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- Abandonment events
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- Device/browser information
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"""
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survey_instance = models.ForeignKey(
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SurveyInstance,
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on_delete=models.CASCADE,
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related_name='tracking_events'
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)
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# Event type
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event_type = models.CharField(
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max_length=50,
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choices=[
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('page_view', 'Page View'),
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('survey_started', 'Survey Started'),
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('question_answered', 'Question Answered'),
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('survey_abandoned', 'Survey Abandoned'),
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('survey_completed', 'Survey Completed'),
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('reminder_sent', 'Reminder Sent'),
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],
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db_index=True
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)
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# Timing
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time_on_page = models.IntegerField(
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null=True,
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blank=True,
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help_text="Time spent on page in seconds"
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)
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total_time_spent = models.IntegerField(
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null=True,
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blank=True,
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help_text="Total time spent on survey so far in seconds"
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)
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# Context
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current_question = models.IntegerField(
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null=True,
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blank=True,
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help_text="Question number when event occurred"
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)
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# Device info
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user_agent = models.TextField(blank=True)
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ip_address = models.GenericIPAddressField(null=True, blank=True)
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device_type = models.CharField(
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max_length=50,
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blank=True,
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help_text="mobile, tablet, desktop"
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)
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browser = models.CharField(
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max_length=100,
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blank=True
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)
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# Location (optional, for analytics)
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country = models.CharField(max_length=100, blank=True)
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city = models.CharField(max_length=100, blank=True)
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# Metadata
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metadata = models.JSONField(default=dict, blank=True)
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class Meta:
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ordering = ['survey_instance', 'created_at']
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indexes = [
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models.Index(fields=['survey_instance', 'event_type', '-created_at']),
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models.Index(fields=['event_type', '-created_at']),
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]
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def __str__(self):
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return f"{self.survey_instance.id} - {self.event_type} at {self.created_at}"
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@classmethod
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def track_event(cls, survey_instance, event_type, **kwargs):
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"""
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Helper method to track a survey event.
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Args:
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survey_instance: SurveyInstance
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event_type: str - event type key
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**kwargs: additional fields (time_on_page, current_question, etc.)
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Returns:
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SurveyTracking instance
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"""
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return cls.objects.create(
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survey_instance=survey_instance,
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event_type=event_type,
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**kwargs
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)
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