HH/templates/complaints/escalation_rule_form.html

310 lines
16 KiB
HTML

{% extends "layouts/base.html" %}
{% load i18n %}
{% block title %}{{ title }} - {% translate "Escalation Rules" %} - PX360{% endblock %}
{% block content %}
<div class="page-header">
<div class="page-header-content">
<div>
<h1 class="page-title">
<i class="fas fa-arrow-up"></i>
{{ title }}
</h1>
<p class="page-description">
{% if escalation_rule %}
{% translate "Edit escalation rule" %}
{% else %}
{% translate "Create new escalation rule" %}
{% endif %}
</p>
</div>
<a href="{% url 'complaints:escalation_rule_list' %}" class="btn btn-outline-secondary">
<i class="fas fa-arrow-left"></i>
{% translate "Back to List" %}
</a>
</div>
</div>
<div class="page-content">
<div class="row">
<div class="col-lg-8">
<div class="card">
<div class="card-body">
<form method="post" class="row g-3">
{% csrf_token %}
{% if request.user.is_px_admin %}
<div class="col-md-12">
<label for="id_hospital" class="form-label">
{% translate "Hospital" %} <span class="text-danger">*</span>
</label>
<select name="hospital" id="id_hospital" class="form-select" required>
<option value="">{% translate "Select Hospital" %}</option>
{% for hospital in form.hospital.field.queryset %}
<option value="{{ hospital.id }}"
{% if form.hospital.value == hospital.id|stringformat:"s" %}selected{% endif %}>
{{ hospital.name }}
</option>
{% endfor %}
</select>
{% if form.hospital.errors %}
<div class="invalid-feedback d-block">
{{ form.hospital.errors.0 }}
</div>
{% endif %}
</div>
{% endif %}
<div class="col-md-12">
<label for="id_name" class="form-label">
{% translate "Rule Name" %} <span class="text-danger">*</span>
</label>
<input type="text"
name="name"
id="id_name"
class="form-control"
value="{{ form.name.value|default:'' }}"
required
placeholder="{% translate 'e.g., Level 1 Escalation - High Priority' %}">
{% if form.name.errors %}
<div class="invalid-feedback d-block">
{{ form.name.errors.0 }}
</div>
{% endif %}
</div>
<div class="col-md-6">
<label for="id_escalation_level" class="form-label">
{% translate "Escalation Level" %} <span class="text-danger">*</span>
</label>
<select name="escalation_level" id="id_escalation_level" class="form-select" required>
<option value="">{% translate "Select Level" %}</option>
{% for value, label in form.escalation_level.field.choices %}
<option value="{{ value }}"
{% if form.escalation_level.value == value %}selected{% endif %}>
{{ label }}
</option>
{% endfor %}
</select>
{% if form.escalation_level.errors %}
<div class="invalid-feedback d-block">
{{ form.escalation_level.errors.0 }}
</div>
{% endif %}
</div>
<div class="col-md-6">
<label for="id_trigger_hours" class="form-label">
{% translate "Trigger Hours" %} <span class="text-danger">*</span>
</label>
<input type="number"
name="trigger_hours"
id="id_trigger_hours"
class="form-control"
value="{{ form.trigger_hours.value|default:'' }}"
min="1"
step="0.5"
required
placeholder="{% translate 'e.g., 24' %}">
{% if form.trigger_hours.errors %}
<div class="invalid-feedback d-block">
{{ form.trigger_hours.errors.0 }}
</div>
{% else %}
<div class="form-text">
{% translate "Hours after complaint creation to trigger escalation" %}
</div>
{% endif %}
</div>
<div class="col-md-6">
<label for="id_escalate_to_role" class="form-label">
{% translate "Escalate To Role" %}
</label>
<select name="escalate_to_role" id="id_escalate_to_role" class="form-select">
<option value="">{% translate "Select Role" %}</option>
{% for value, label in form.escalate_to_role.field.choices %}
<option value="{{ value }}"
{% if form.escalate_to_role.value == value %}selected{% endif %}>
{{ label }}
</option>
{% endfor %}
</select>
{% if form.escalate_to_role.errors %}
<div class="invalid-feedback d-block">
{{ form.escalate_to_role.errors.0 }}
</div>
{% endif %}
</div>
<div class="col-md-6">
<label for="id_escalate_to_user" class="form-label">
{% translate "Escalate To Specific User" %}
</label>
<select name="escalate_to_user" id="id_escalate_to_user" class="form-select">
<option value="">{% translate "Select User (Optional)" %}</option>
{% for user in users %}
<option value="{{ user.id }}"
{% if form.escalate_to_user.value == user.id|stringformat:"s" %}selected{% endif %}>
{{ user.get_full_name }} ({{ user.email }})
</option>
{% endfor %}
</select>
{% if form.escalate_to_user.errors %}
<div class="invalid-feedback d-block">
{{ form.escalate_to_user.errors.0 }}
</div>
{% else %}
<div class="form-text">
{% translate "Overrides role if specified" %}
</div>
{% endif %}
</div>
<div class="col-md-6">
<label for="id_severity" class="form-label">
{% translate "Severity (Optional)" %}
</label>
<select name="severity" id="id_severity" class="form-select">
<option value="">{% translate "All Severities" %}</option>
{% for value, label in form.severity.field.choices %}
<option value="{{ value }}"
{% if form.severity.value == value %}selected{% endif %}>
{{ label }}
</option>
{% endfor %}
</select>
{% if form.severity.errors %}
<div class="invalid-feedback d-block">
{{ form.severity.errors.0 }}
</div>
{% else %}
<div class="form-text">
{% translate "Leave empty to apply to all severities" %}
</div>
{% endif %}
</div>
<div class="col-md-6">
<label for="id_priority" class="form-label">
{% translate "Priority (Optional)" %}
</label>
<select name="priority" id="id_priority" class="form-select">
<option value="">{% translate "All Priorities" %}</option>
{% for value, label in form.priority.field.choices %}
<option value="{{ value }}"
{% if form.priority.value == value %}selected{% endif %}>
{{ label }}
</option>
{% endfor %}
</select>
{% if form.priority.errors %}
<div class="invalid-feedback d-block">
{{ form.priority.errors.0 }}
</div>
{% else %}
<div class="form-text">
{% translate "Leave empty to apply to all priorities" %}
</div>
{% endif %}
</div>
<div class="col-12">
<div class="form-check form-switch">
<input type="checkbox"
name="is_active"
id="id_is_active"
class="form-check-input"
{% if form.is_active.value == 'on' or not form.is_active.value %}checked{% endif %}>
<label class="form-check-label" for="id_is_active">
{% translate "Active" %}
</label>
</div>
<div class="form-text">
{% translate "Only active rules will be triggered" %}
</div>
</div>
<div class="col-12">
<label for="id_description" class="form-label">
{% translate "Description" %}
</label>
<textarea name="description"
id="id_description"
class="form-control"
rows="3"
placeholder="{% translate 'Optional notes about this escalation rule' %}">{{ form.description.value|default:'' }}</textarea>
{% if form.description.errors %}
<div class="invalid-feedback d-block">
{{ form.description.errors.0 }}
</div>
{% endif %}
</div>
<div class="col-12">
<div class="d-flex gap-2">
<button type="submit" class="btn btn-primary">
<i class="fas fa-save"></i>
{{ action }}
</button>
<a href="{% url 'complaints:escalation_rule_list' %}" class="btn btn-outline-secondary">
<i class="fas fa-times"></i>
{% translate "Cancel" %}
</a>
</div>
</div>
</form>
</div>
</div>
</div>
<div class="col-lg-4">
<div class="card bg-light">
<div class="card-body">
<h5 class="card-title">
<i class="fas fa-info-circle"></i>
{% translate "Help" %}
</h5>
<h6 class="card-subtitle mb-3 text-muted">
{% translate "Understanding Escalation Rules" %}
</h6>
<p class="card-text">
{% translate "Escalation rules automatically reassign complaints to higher-level staff when they exceed specified time thresholds." %}
</p>
<ul class="list-unstyled">
<li class="mb-2">
<i class="fas fa-check text-success me-2"></i>
{% translate "Level 1: Escalate to department head" %}
</li>
<li class="mb-2">
<i class="fas fa-check text-success me-2"></i>
{% translate "Level 2: Escalate to hospital admin" %}
</li>
<li class="mb-2">
<i class="fas fa-check text-success me-2"></i>
{% translate "Level 3: Escalate to PX admin" %}
</li>
</ul>
<hr>
<h6 class="card-subtitle mb-2 text-muted">
{% translate "Escalation Flow" %}
</h6>
<div class="alert alert-info">
<ol class="mb-0">
<li>{% translate "Complaint created" %}</li>
<li>{% translate "Trigger hours pass" %}</li>
<li>{% translate "Rule checks severity/priority" %}</li>
<li>{% translate "Complaint reassigned automatically" %}</li>
<li>{% translate "Notification sent to new assignee" %}</li>
</ol>
</div>
</div>
</div>
</div>
</div>
</div>
{% endblock %}