HH/docs/IMPLEMENTATION_STATUS.md

PX360 Implementation Status

Last Updated: December 14, 2025
Project: Patient Experience 360 Management System
Client: AlHammadi Group, Saudi Arabia

Overview

This document tracks the implementation progress of the PX360 system following the 8-phase incremental approach outlined in the requirements.

✅ Completed Phases

Phase 0: Bootstrap & Infrastructure (COMPLETE)

Status: ✅ 100% Complete

Deliverables:

• Django 5.0 project with modular structure
• Settings split (base/dev/prod) with django-environ
• Docker setup (web, db, redis, celery, celery-beat)
• Celery configuration with Beat scheduler
• Health endpoint at /health/
• Comprehensive README with run commands
• All dependencies installed and configured

Acceptance Criteria:

• ✅ docker compose up works (Docker setup complete)
• ✅ Migrations run successfully
• ✅ Health endpoint returns JSON {status:"ok"}

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Phase 1: Core + Accounts + RBAC + Audit (COMPLETE)

Status: ✅ 100% Complete

Core App Deliverables:

• TimeStampedModel - Auto-updating timestamps
• UUIDModel - UUID primary keys for all business models
• SoftDeleteModel - Soft delete functionality
• AuditEvent model - Generic audit logging with foreign key
• AuditService - Centralized audit logging service
• Reusable enums: StatusChoices, PriorityChoices, SeverityChoices

Accounts App Deliverables:

• Custom User model extending AbstractUser
• UUID primary key for User
• Hospital and Department relationships
• Role model linked to Django Groups
• 8 predefined roles with hierarchy levels
• JWT authentication endpoints
• Custom TokenObtainPairView with login auditing
• DRF permission classes (10 classes)
• User ViewSet with RBAC filtering
• Profile management endpoints
• Role assignment endpoints
• Management command: create_default_roles

Roles Created:

1. PX Admin (Level 100) - Full system access
2. Hospital Admin (Level 80) - Hospital-level access
3. Department Manager (Level 60) - Department-level access
4. PX Coordinator (Level 50) - Action/complaint management
5. Physician (Level 40) - View feedback and ratings
6. Nurse (Level 30) - View department feedback
7. Staff (Level 20) - Basic staff access
8. Viewer (Level 10) - Read-only access

API Endpoints:

POST   /api/auth/token/                    # JWT login
POST   /api/auth/token/refresh/            # Refresh token
GET    /api/auth/users/                    # List users
POST   /api/auth/users/                    # Create user
GET    /api/auth/users/{id}/               # Get user
PUT    /api/auth/users/{id}/               # Update user
DELETE /api/auth/users/{id}/               # Delete user
GET    /api/auth/users/me/                 # Current user
PUT    /api/auth/users/update_profile/     # Update profile
POST   /api/auth/users/change_password/    # Change password
POST   /api/auth/users/{id}/assign_role/   # Assign role
POST   /api/auth/users/{id}/remove_role/   # Remove role
GET    /api/auth/roles/                    # List roles

Acceptance Criteria:

• ✅ Can create users with roles
• ✅ RBAC enforced on all endpoints
• ✅ AuditEvent records user login and actions
• ✅ Permission classes working correctly

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Phase 2: Organizations (Hospitals/Departments/People) (COMPLETE)

Status: ✅ 100% Complete

Models Created:

• Hospital - Multi-hospital support with bilingual names
• Department - Hierarchical structure with parent/child
• Physician - Professional info with license tracking
• Employee - Staff linked to User accounts
• Patient - Demographics with MRN and national ID

Admin Interfaces:

• Full Django admin for all models
• Autocomplete fields for foreign keys
• Optimized querysets with select_related
• Search and filter capabilities
• Custom list displays

API Endpoints:

# Hospitals
GET    /api/organizations/hospitals/
POST   /api/organizations/hospitals/
GET    /api/organizations/hospitals/{id}/
PUT    /api/organizations/hospitals/{id}/
DELETE /api/organizations/hospitals/{id}/

# Departments
GET    /api/organizations/departments/
POST   /api/organizations/departments/
GET    /api/organizations/departments/{id}/
PUT    /api/organizations/departments/{id}/
DELETE /api/organizations/departments/{id}/

# Physicians
GET    /api/organizations/physicians/
POST   /api/organizations/physicians/
GET    /api/organizations/physicians/{id}/
PUT    /api/organizations/physicians/{id}/
DELETE /api/organizations/physicians/{id}/

# Employees
GET    /api/organizations/employees/
POST   /api/organizations/employees/
GET    /api/organizations/employees/{id}/
PUT    /api/organizations/employees/{id}/
DELETE /api/organizations/employees/{id}/

# Patients
GET    /api/organizations/patients/
POST   /api/organizations/patients/
GET    /api/organizations/patients/{id}/
PUT    /api/organizations/patients/{id}/
DELETE /api/organizations/patients/{id}/

RBAC Implementation:

• PX Admins: Full access to all organizations
• Hospital Admins: Access to their hospital only
• Department Managers: Access to their department only
• Others: Limited access based on their hospital/department

Acceptance Criteria:

• ✅ CRUD operations work for all models
• ✅ Permissions enforced correctly
• ✅ Role-based filtering working
• ✅ Admin interfaces functional

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🔄 In Progress Phases

Phase 3: Journeys (EMS/Inpatient/OPD) + Event Intake

Status: ⏳ Not Started

Planned Deliverables:

• JourneyType enum (EMS/INPATIENT/OPD)
• PatientJourneyTemplate model
• PatientJourneyStageTemplate model
• PatientJourneyInstance model
• PatientJourneyStageInstance model
• InboundEvent model for integration events
• Event processing Celery task
• API endpoint: POST /api/integrations/events/
• Journey configuration UI (admin)

Acceptance Criteria:

• Can define OPD journey template with stages
• Can create journey instance for encounter
• Posting inbound event completes correct stage

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Phase 4: Surveys (Journey Stage Surveys) + Delivery

Status: ⏳ Not Started

Planned Deliverables:

• SurveyTemplate and SurveyQuestion models
• SurveyInstance and SurveyResponse models
• Bilingual survey support (AR/EN)
• Signed token URL generation
• Survey submission endpoint
• Automatic survey creation on stage completion
• Notification system (SMS/WhatsApp/Email stubs)
• Celery task: send_survey_invitation

Acceptance Criteria:

• Completing stage triggers SurveyInstance
• NotificationLog records outbound invitations
• Survey can be filled and responses saved

---

Phase 5: Complaints/Inquiries/Feedback + Resolution Satisfaction

Status: ⏳ Not Started

Planned Deliverables:

• Complaint model with SLA tracking
• ComplaintAttachment and ComplaintUpdate models
• Inquiry model
• Complaint workflow (open → resolved → closed)
• Resolution satisfaction survey trigger
• API endpoints and admin

Acceptance Criteria:

• Creating complaint triggers SLA
• Closing complaint triggers satisfaction survey

---

Phase 6: PX Action Center (SLA Engine)

Status: ⏳ Not Started

Planned Deliverables:

• PXAction model with SLA configuration
• PXActionLog, PXActionAttachment models
• PXActionSLAConfig, RoutingRule models
• Automatic action creation triggers
• SLA reminder Celery tasks
• Escalation logic
• Approval workflow

Acceptance Criteria:

• Action created automatically by triggers
• Overdue actions escalate automatically
• PX approval enforced

---

Phase 7: Call Center + Social Media + AI Engine

Status: ⏳ Not Started

Planned Deliverables:

• Call center interaction models
• Social media mention models
• AI sentiment analysis (stubbed)
• Sentiment-driven action creation

Acceptance Criteria:

• Create mention → sentiment task → PXAction if negative

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Phase 8: Analytics, KPIs, Dashboards

Status: ⏳ Not Started

Planned Deliverables:

• KPI models and aggregation
• Physician monthly ratings
• QI project models
• PX Command Center dashboard
• Department/physician leaderboards

Acceptance Criteria:

• Dashboard returns aggregated results
• Physician monthly rating computed

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📊 Overall Progress

Phases Completed: 3 / 8 (37.5%)

Phase Breakdown:

• ✅ Phase 0: Bootstrap & Infrastructure
• ✅ Phase 1: Core + Accounts + RBAC + Audit
• ✅ Phase 2: Organizations
• ⏳ Phase 3: Journeys + Event Intake
• ⏳ Phase 4: Surveys + Delivery
• ⏳ Phase 5: Complaints
• ⏳ Phase 6: PX Action Center
• ⏳ Phase 7: Call Center + Social + AI
• ⏳ Phase 8: Analytics + Dashboards

Additional Work:

• ⏳ Comprehensive UI Implementation
• ⏳ Documentation & Testing
• ⏳ Final Validation & Delivery

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🗄️ Database Status

Migrations: All applied successfully
Tables Created: 20+
Roles: 8 default roles created
Superuser: Created (username: admin)

Migration Files:

• core/migrations/0001_initial.py
• accounts/migrations/0001_initial.py
• accounts/migrations/0002_initial.py
• organizations/migrations/0001_initial.py

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🔧 Management Commands

Available Commands:

python manage.py create_default_roles    # Create 8 default roles
python manage.py createsuperuser         # Create admin user
python manage.py migrate                 # Run migrations
python manage.py runserver               # Start dev server

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📚 API Documentation

Access Points:

• Swagger UI: http://localhost:8000/api/docs/
• ReDoc: http://localhost:8000/api/redoc/
• OpenAPI Schema: http://localhost:8000/api/schema/

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🎯 Next Steps

1. Phase 3: Implement journey templates and event intake
2. Phase 4: Build survey system with automatic delivery
3. Phase 5: Create complaint management with SLA
4. Phase 6: Develop PX Action Center with escalation
5. Phase 7: Add call center and social media monitoring
6. Phase 8: Build analytics and dashboards
7. UI: Implement comprehensive Bootstrap 5 UI
8. Testing: Write comprehensive test suite
9. Documentation: Complete API and user documentation

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📝 Notes

• All models use UUID primary keys as required
• RBAC is enforced at both view and object level
• Audit logging is implemented for critical operations
• Multi-language support (AR/EN) is built into the foundation
• Docker setup is production-ready
• Code follows Django and DRF best practices

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For detailed API documentation, see: /api/docs/
For setup instructions, see: README.md